STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

WESTERN ENERGY INSTITUTE: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WESTERN ENERGY INSTITUTE (EIN 93-1068802)
Tax period
2014-10-01 to 2015-09-30
Filed
2016-03-14
IRS object ID
201600749349300815
Schema version
2014v6.0
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

FieldValueIRS element (for citing)
Return2016-03-14T15:31:19-05:00ReturnTs
Tax Period End2015-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930743240PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOFFMAN STEWART & SCHMIDT PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14900 MEADOWS ROAD STE 200AddressLine1Txt
CityLAKE OSWEGOCityNm
State AbbreviationORStateAbbreviationCd
ZIP970353295ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN931068802EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTERN ENERGY INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone5032311994PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 SW 5TH AVENUE NO 325AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972041147ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES E MEYERPersonNm
Person TitlePRESIDENT AND SECRETARYPersonTitleTxt
Phone5032311994PhoneNum
Signature2016-02-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTODD D MASSINGERPreparerPersonNm
PTINP00075883PTIN
Phone5032205900PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerCHRIS JOHNSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 SW 5TH AVENUE NO 325AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972041147ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,618,427GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.WESTERNENERGY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionTO FACILITATE AND PROMOTE THE PROGRESS OF THE ELECTRIC AND NATURAL GAS INDUSTRIESActivityOrMissionDesc
Voting Members Governing Body57VotingMembersGoverningBodyCnt
Voting Members Independent57VotingMembersIndependentCnt
Total Employee20TotalEmployeeCnt
Total Volunteers803TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,945NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$3,079,709PYProgramServiceRevenueAmt
CY Program Service Revenue$3,609,004CYProgramServiceRevenueAmt
PY Investment Income$3,592PYInvestmentIncomeAmt
CY Investment Income$4,372CYInvestmentIncomeAmt
PY Other Revenue$4,327PYOtherRevenueAmt
CY Other Revenue$5,051CYOtherRevenueAmt
PY Total Revenue$3,087,628PYTotalRevenueAmt
CY Total Revenue$3,618,427CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,508,223PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,660,842CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,487,997PYOtherExpensesAmt
CY Other Expenses$1,721,683CYOtherExpensesAmt
PY Total Expenses$2,996,220PYTotalExpensesAmt
CY Total Expenses$3,382,525CYTotalExpensesAmt
PY Revenues Less Expenses$91,408PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$235,902CYRevenuesLessExpensesAmt
Total Assets BOY$2,561,411TotalAssetsBOYAmt
Total Assets EOY$3,311,129TotalAssetsEOYAmt
Total Liabilities BOY$1,560,873TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,074,689TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,000,538NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,236,440NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWEI 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescEXECUTIVE FORUMS: BUSINESS ANALYTICS, CHIEF INFORMATION OFFICER, CORPORATE PERFORMANCE MANAGEMENT, CUSTOMER CONNECTIONS, ENERGY MANAGEMENT, GENERAL COUNSEL, HUMAN RESOURCES, INTEGRATED RESOURCE PLANNING, KEY ACCOUNTS, NATURAL GAS VEHICLES + FUELING INFRASTRUCTURE, 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, INCIDENT COMMAND SYSTEM LEADERSHIP, JOINT USE, OPERATIONS CONFERENCE, PROCUREMENT MANAGEMENT, SECONDARY NETWORK, SPRING ENERGY SYMPOSIUM, 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.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

FieldValueIRS element (for citing)
DescEXECUTIVE LEADERSHIP SUMMITS (ADMINISTRATIVE MEETINGS): ANNUAL MEETING BOARD OF DIRECTORS, BUSINESS ACUMEN FOR EMERGING LEADERS, EXECUTIVE PLANNING COMMITTEE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescSKILLS DEVELOPMENT: ELECTRIC UTILITY FUNDAMENTALS + INSIGHTS, HANDS-ON RELAY SCHOOL, NORTHWEST ELECTRIC METER SCHOOL, POWER QUALITY SCHOOL, WOMEN IN LEADERSHIP - MENTORING + DEVELOPMENT.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee20EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members57GoverningBodyVotingMembersCnt
Independent Voting Member57IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEANNA HELLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5032311994PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 SW 5TH AVENUE NO 325AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972041147ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (59 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ROBERT GRIMM
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
COLLEEN STARRING
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
MARK SCHIAVONI
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
SETT POLICICCHIO
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
BILL STEPHENS
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
DENNIS VERMILLION
VICE CHAIR AT LARGE1.00Yes (X)$0$0$0Yes (X)
GREG REIMER
CHAIR ELECT1.00Yes (X)$0$0$0Yes (X)
CLAUDIA ANDREWS
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
DEBRA SMITH
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
JOHN STOLL
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
RICHARD DYER
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
PATRICK DAMIANO
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
ANNETTE GARDINER
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
ROBERT YOUNG
SERVICES BOARD MEMBER1.00Yes (X)$0$0$0
RICHARD MOONEY
SERVICES BOARD MEMBER1.00Yes (X)$0$0$0
DALE MCMASTER
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
JARED GREEN
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
FRANK MANNARINO
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
ROGER GRAY
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
PHONSE DELANEY
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
MIKE MULCAHY
VICE CHAIR AT LARGE1.00Yes (X)$0$0$0Yes (X)
DAVID WEBER
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
ALICIA MOY
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
VERN PORTER
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
TOM PETERSON
SERVICES BOARD MEMBER1.00Yes (X)$0$0$0
KARI KEISKI
SERVICES BOARD MEMBER1.00Yes (X)$0$0$0
GREG SORENSON
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
MARCIE EDWARDS
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
SCOTT MADISON
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
DON WASH
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
RYAN SHELL
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
BOB ROWE
VICE CHAIR AT LARGE1.00Yes (X)$0$0$0Yes (X)
PAUL CAUDILL
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
DAVE WILLIAMS
2ND CHAIR ELECT1.00Yes (X)$0$0$0Yes (X)
CHRIS JOHNS
CHAIR1.00Yes (X)$0$0$0Yes (X)
PATRICK REITEN
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
JEFFREY FOUTCH
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
KRISTIN STATHIS
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
BOOGA GILBERTSON
VICE CHAIR AT LARGE1.00Yes (X)$0$0$0Yes (X)
CRAIG WAGSTAFF
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
SONNY PERSON
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
GARY KING
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
AIDAN MCSHEFFREY
TREASURER1.00Yes (X)$0$0$0Yes (X)
STEVEN DAVIS
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
PHIL WEST
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
CRAIG COLLAR
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
PEDRO PIZARRO
VICE CHAIR AT LARGE1.00Yes (X)$0$0$0Yes (X)
BRET LANE
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
BILL CARNAHAN
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
BILL MOODY
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
GARTH JOHNSON
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
WILLIAM GAINES
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
BRETT GELLNER
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
LAURA MCGUIRE HECKMAN
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
THOMAS CASEY
SERVICES VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
DAVE HUTCHENS
VICE CHAIR AT LARGE1.00Yes (X)$0$0$0Yes (X)
LAREN GERTSCH
UTILITY BOARD MEMBER1.00Yes (X)$0$0$0
CHUCK MEYER
SECRETARY AND PRESIDENT40.00$314,588$0$60,436Yes (X)
TAI CALANDRIELLO
CHIEF OPERATING OFFICER40.00$104,577$0$12,710Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$419,165TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$73,146TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM REGISTRATION F221000$1,856,104$1,856,104
MEMBERSHIP DUES221000$1,752,900$1,752,900
FieldValueIRS element (for citing)
Total Program Service Revenue$3,609,004TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,372TotalRevenueColumnAmt
Exclusion$4,372ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900009BusinessCd
Total Revenue Column$5,051TotalRevenueColumnAmt
Related Or Exempt Func Income$5,051RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,051OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,618,427TotalRevenueColumnAmt
Related Or Exempt Func Income$3,614,055RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,372ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$375,012TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$978,247TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$94,386TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$98,426TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$114,771TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$27,218TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,118TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$108,085TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$71,503TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$91,321TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$86,381TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$266,346TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$50,137TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,736TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MEALS FOR CONFERENCES$763,463
SPEAKERS$115,380
BANK CHARGES$64,738
BAD DEBTS$46,100

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,157TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,382,525TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,080,088BOYAmt
EOY$1,438,153EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,213,639BOYAmt
EOY$1,308,131EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$28,416BOYAmt
EOY$48,932EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$140,475BOYAmt
EOY$126,036EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$654,794LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$297,612LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$98,793BOYAmt
EOY$357,182EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$32,695EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,561,411BOYAmt
EOY$3,311,129EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$434,248BOYAmt
EOY$698,724EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,075,202BOYAmt
EOY$1,309,480EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$51,423BOYAmt
EOY$66,485EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,560,873BOYAmt
EOY$2,074,689EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,000,538BOYAmt
EOY$1,236,440EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,000,538BOYAmt
EOY$1,236,440EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,561,411BOYAmt
EOY$3,311,129EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$235,902ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (1)OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$91,610OtherCostOrOtherBasisAmt
Depreciation$82,030DepreciationAmt
Book Value$9,580BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$438,472OtherCostOrOtherBasisAmt
Depreciation$215,582DepreciationAmt
Book Value$222,890BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$124,712OtherCostOrOtherBasisAmt
Book Value$124,712BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$357,182TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEFERRED RENT$8,233
FUNDS HELD FOR OTHERS$25,557
DEFERRED COMPENSATION PLAN LIABILITY$32,695
FieldValueIRS element (for citing)
Total Liability$66,485TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,618,427TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$3,618,427RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,618,427TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,382,525TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,382,525ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,382,525TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE INSTITUTE DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCHUCK MEYERPersonNm
TitleSECRETARY AND PRESIDENTTitleTxt
Base Compensation Filing Org$215,000BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$99,588BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$57,844DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$2,592NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$375,024TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6WESTERN 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 7ATHE 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 11THE PRESIDENT REVIEWS THE 990 PRIOR TO IT BEING FILED.
FORM 990, PART VI, SECTION B, LINE 12CA YEARLY CONFLICT OF INTEREST STATEMENT IS REQUIRED OF ALL BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 15ATHE 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 19FEDERAL LAW DOES NOT REQUIRE THAT SUCH DOCUMENTS BE MADE AVAILABLE TO THE PUBLIC UNLESS THEY WERE INCLUDED IN A FORM THAT IS PUBLICLY AVAILABLE.