WESTERN ENERGY INSTITUTE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN ENERGY INSTITUTE (EIN 93-1068802)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-02-09
- IRS object ID
- 201720409349301017
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-09T10:27:00-06:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930743240 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN STEWART & SCHMIDT PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 MEADOWS ROAD STE 200 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 970353295 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931068802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN ENERGY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 5032311994 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 SW 5TH AVENUE NO 325 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES E MEYER | PersonNm |
| Person Title | PRESIDENT AND SECRETARY | PersonTitleTxt |
| Phone | 5032311994 | PhoneNum |
| Signature | 2017-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD D MASSINGER | PreparerPersonNm |
| PTIN | P00075883 | PTIN |
| Phone | 5032205900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | GREG REIMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 SW 5TH AVENUE NO 325 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,850,541 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.WESTERNENERGY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO FACILITATE AND PROMOTE THE PROGRESS OF THE ELECTRIC AND NATURAL GAS INDUSTRIES | ActivityOrMissionDesc |
| Voting Members Governing Body | 58 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 58 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 903 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,639 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,609,004 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,844,106 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,372 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,172 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,051 | PYOtherRevenueAmt |
| CY Other Revenue | $2,263 | CYOtherRevenueAmt |
| PY Total Revenue | $3,618,427 | PYTotalRevenueAmt |
| CY Total Revenue | $3,850,541 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,660,842 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,854,516 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,721,683 | PYOtherExpensesAmt |
| CY Other Expenses | $1,749,378 | CYOtherExpensesAmt |
| PY Total Expenses | $3,382,525 | PYTotalExpensesAmt |
| CY Total Expenses | $3,603,894 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $235,902 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $246,647 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,311,129 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,894,078 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,074,689 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,410,991 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,236,440 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,483,087 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WEI SUPPORTS THE ELECTRIC AND NATURAL GAS INDUSTRIES BY PROVIDING: FORUMS FOR PROFESSIONALS TO EXCHANGE TIMELY INFORMATION ON CRITICAL INDUSTRY ISSUES; A RELAXED ENVIRONMENT FOR MEMBERS TO COLLABORATE AND NETWORK; INFORMATION ABOUT THE INDUSTRY'S BEST PRACTICES; AND SKILLS TRAINING THAT SUPPORTS OPERATIONAL EXCELLENCE AT ALL LEVELS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | EXECUTIVE FORUMS: BUSINESS ANALYTICS, CHIEF INFORMATION OFFICER, CORPORATE PERFORMANCE MANAGEMENT, CUSTOMER CONNECTIONS, ENERGY MANAGEMENT, GENERAL COUNSEL, HUMAN RESOURCES, INTEGRATED RESOURCE PLANNING, KEY ACCOUNTS, OPERATIONS BUSINESS STRATEGIES - ELECTRIC, OPERATIONS BUSINESS STRATEGIES - NATURAL GAS, TALENT MANAGEMENT, SUPPLY CHAIN STRATEGIES.INDUSTRY FORUMS: CLAIMS + DAMAGE RECOVERY, EMERGENCY RESPONSE AND ASSISTANCE PRACTICES, ENVIRONMENTAL STRATEGIES, FLEET MANAGEMENT, JOINT USE, OPERATIONS CONFERENCE, PROCUREMENT MANAGEMENT, SECONDARY NETWORK, UNDERGROUND/OVERHEAD ELECTRIC DISTRIBUTION, UTILITY POLE AND OVERHEAD SYSTEMS, WESTERN REGION MUTUAL ASSISTANCE AGREEMENT,(WRMAA) ANNUAL MEETING, WOMEN IN ENERGY SYMPOSIUM, GAS UTILITIES + CONTRACTORS, SAFETY SUMMIT, CUSTOMER + CORPORATE SYMPOSIUM, PROJECT MANAGEMENT.MORE THAN 70 ENERGY COMPANIES AND OVER 185 SERVICE PROVIDERS PARTICIPATE IN THE ANNUAL PLANNING AND EXECUTION OF OVER 40 UNIQUE PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXECUTIVE LEADERSHIP SUMMITS (ADMINISTRATIVE MEETINGS): ANNUAL MEETING BOARD OF DIRECTORS, BUSINESS ACUMEN FOR EMERGING LEADERS, EXECUTIVE PLANNING COMMITTEE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SKILLS DEVELOPMENT: ELECTRIC UTILITY FUNDAMENTALS + INSIGHTS, HANDS-ON RELAY SCHOOL, NORTHWEST ELECTRIC METER SCHOOL, POWER QUALITY SCHOOL, WOMEN IN LEADERSHIP - MENTORING + DEVELOPMENT, UTILITY ICS TRAINING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 58 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 58 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEANNA HELLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032311994 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 SW 5TH AVENUE NO 325 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (59 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ROBERT GRIMM | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COLLEEN STARRING | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK SCHIAVONI | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE STENSBY | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELANIE BAYLEY | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS VERMILLION | ||||||
| VICE CHAIR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GREG REIMER | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CLAUDIA ANDREWS | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBRA SMITH | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN STOLL | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD DYER | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK DAMIANO | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNETTE GARDINER | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT YOUNG | ||||||
| SERVICES VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DALE MCMASTER | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JARED GREEN | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK MANNARINO | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK LAWSON | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHONSE DELANEY | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE MULCAHY | ||||||
| VICE CHAIR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID WEBER | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALICIA MOY | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD MOONEY | ||||||
| SERVICES BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VERN PORTER | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM PETERSON | ||||||
| SERVICES BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KARI KEISKI | ||||||
| SERVICES BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID WRIGHT | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT MADISON | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DON WASH | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RYAN SHELL | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB ROWE | ||||||
| VICE CHAIR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAT EGAN | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORI RUSSELL | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAT HOGAN | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK REITEN | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY FOUTCH | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTIN STATHIS | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOOGA GILBERTSON | ||||||
| VICE CHAIR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CRAIG WAGSTAFF | ||||||
| VICE CHAIR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SONNY PERSON | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY KING | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AIDAN MCSHEFFREY | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CAROLINE WINN | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVONNA JOHNSON | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG COLLAR | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON NICHOLS | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRET LANE | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL CARNAHAN | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC DEBONIS | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARTH JOHNSON | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM GAINES | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM CASEY | ||||||
| SERVICES BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRETT GELLNER | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA HECKMAN | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE HUTCHENS | ||||||
| CHAIR ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PEDRO PIZARRO | ||||||
| 2ND CHAIR ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARCIE EDWARDS | ||||||
| VICE CHAIR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID WILLIAMS | ||||||
| UTILITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHUCK MEYER | ||||||
| SECRETARY AND PRESIDENT | 40.00 | $315,244 | $0 | $43,740 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $315,244 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $43,740 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM REGISTRATION F | 221000 | $1,989,640 | $1,989,640 |
| MEMBERSHIP DUES | 221000 | $1,854,466 | $1,854,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,844,106 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,172 | TotalRevenueColumnAmt |
| Exclusion | $4,172 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900009 | BusinessCd |
| Total Revenue Column | $2,263 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,263 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,263 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,850,541 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,846,369 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,172 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,869 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,057,739 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,571 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,516 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,821 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,595 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,448 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,417 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,165 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,673 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,159 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,863 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,749 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,564 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MEALS FOR CONFERENCES | $774,629 |
| SPEAKERS | $117,542 |
| BANK CHARGES | $70,712 |
| OTHER | $2,862 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,603,894 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,438,153 | BOYAmt |
| EOY | $1,818,604 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,308,131 | BOYAmt |
| EOY | $1,292,711 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,932 | BOYAmt |
| EOY | $30,284 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,036 | BOYAmt |
| EOY | $149,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $843,753 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $295,223 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,182 | BOYAmt |
| EOY | $548,530 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,695 | BOYAmt |
| EOY | $54,449 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,311,129 | BOYAmt |
| EOY | $3,894,078 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,724 | BOYAmt |
| EOY | $637,771 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,309,480 | BOYAmt |
| EOY | $1,414,312 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,485 | BOYAmt |
| EOY | $358,908 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,074,689 | BOYAmt |
| EOY | $2,410,991 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,236,440 | BOYAmt |
| EOY | $1,483,087 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,236,440 | BOYAmt |
| EOY | $1,483,087 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,311,129 | BOYAmt |
| EOY | $3,894,078 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $246,647 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $242,167 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,180 | DepreciationAmt |
| Book Value | $221,987 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $601,586 | OtherCostOrOtherBasisAmt |
| Depreciation | $275,043 | DepreciationAmt |
| Book Value | $326,543 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $548,530 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $269,448 |
| FUNDS HELD FOR OTHERS | $35,011 |
| DEFERRED COMPENSATION PLAN LIABILITY | $54,449 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $358,908 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,850,541 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,850,541 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,850,541 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,603,894 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,603,894 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,603,894 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHUCK MEYER | PersonNm |
| Title | SECRETARY AND PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $216,344 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $98,900 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $41,176 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $2,564 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $358,984 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | WESTERN ENERGY INSTITUTE IS A TRADE ASSOCIATION MADE UP OF UTILITY COMPANIES AND SERVICE COMPANIES THAT BUY A MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS OF WESTERN ENERGY INSTITUTE IS MADE UP OF REPRESENTATIVES FROM UTILITY AND SERVICE COMPANY MEMBERS. THESE MEMBERS OF THE BOARD ELECT THE OFFICERS OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE PRESIDENT REVIEWS THE 990 PRIOR TO IT BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | A YEARLY CONFLICT OF INTEREST STATEMENT IS REQUIRED OF ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT'S BASE SALARY, POTENTIAL BONUSES, AND BENEFITS ARE SET IN AN EMPLOYMENT CONTRACT THAT IS APPROVED BY THE BOARD. THE PRESIDENT'S ANNUAL RAISE AND BONUS ARE DISCUSSED AND APPROVED BY THE BOARD AT ITS SEPTEMBER MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | FEDERAL LAW DOES NOT REQUIRE THAT SUCH DOCUMENTS BE MADE AVAILABLE TO THE PUBLIC UNLESS THEY WERE INCLUDED IN A FORM THAT IS PUBLICLY AVAILABLE. |
| FORM 990,PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |