2016-03-14T15:31:19-05:00 2015-09-30 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2014-10-01 931068802 WESTERN ENERGY INSTITUTE WEST 5032311994 1001 SW 5TH AVENUE NO 325 PORTLAND OR 972041147 CHARLES E MEYER PRESIDENT AND SECRETARY 5032311994 2016-02-26 1 TODD D MASSINGER P00075883 5032205900 2014 2016-08-17 19:52:53Z X CHRIS JOHNS 1001 SW 5TH AVENUE NO 325 PORTLAND OR 972041147 3618427 0 X WWW.WESTERNENERGY.ORG X 2000 OR TO FACILITATE AND PROMOTE THE PROGRESS OF THE ELECTRIC AND NATURAL GAS INDUSTRIES 57 57 20 803 0 1945 0 0 3079709 3609004 3592 4372 4327 5051 3087628 3618427 0 0 0 0 1508223 1660842 0 0 0 1487997 1721683 2996220 3382525 91408 235902 2561411 3311129 1560873 2074689 1000538 1236440 X 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. 0 0 EXECUTIVE 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. EXECUTIVE LEADERSHIP SUMMITS (ADMINISTRATIVE MEETINGS): ANNUAL MEETING BOARD OF DIRECTORS, BUSINESS ACUMEN FOR EMERGING LEADERS, EXECUTIVE PLANNING COMMITTEE. SKILLS DEVELOPMENT: ELECTRIC UTILITY FUNDAMENTALS + INSIGHTS, HANDS-ON RELAY SCHOOL, NORTHWEST ELECTRIC METER SCHOOL, POWER QUALITY SCHOOL, WOMEN IN LEADERSHIP - MENTORING + DEVELOPMENT. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 20 1 1 1 0 0 0 0 0 X 57 57 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X DEANNA HELLER 5032311994 1001 SW 5TH AVENUE NO 325 PORTLAND OR 972041147 ROBERT GRIMM UTILITY BOARD MEMBER 1.00 X 0 0 0 COLLEEN STARRING UTILITY BOARD MEMBER 1.00 X 0 0 0 MARK SCHIAVONI UTILITY BOARD MEMBER 1.00 X 0 0 0 SETT POLICICCHIO UTILITY BOARD MEMBER 1.00 X 0 0 0 BILL STEPHENS UTILITY BOARD MEMBER 1.00 X 0 0 0 DENNIS VERMILLION VICE CHAIR AT LARGE 1.00 X X 0 0 0 GREG REIMER CHAIR ELECT 1.00 X X 0 0 0 CLAUDIA ANDREWS UTILITY BOARD MEMBER 1.00 X 0 0 0 DEBRA SMITH UTILITY BOARD MEMBER 1.00 X 0 0 0 JOHN STOLL UTILITY BOARD MEMBER 1.00 X 0 0 0 RICHARD DYER UTILITY BOARD MEMBER 1.00 X 0 0 0 PATRICK DAMIANO UTILITY BOARD MEMBER 1.00 X 0 0 0 ANNETTE GARDINER UTILITY BOARD MEMBER 1.00 X 0 0 0 ROBERT YOUNG SERVICES BOARD MEMBER 1.00 X 0 0 0 RICHARD MOONEY SERVICES BOARD MEMBER 1.00 X 0 0 0 DALE MCMASTER UTILITY BOARD MEMBER 1.00 X 0 0 0 JARED GREEN UTILITY BOARD MEMBER 1.00 X 0 0 0 FRANK MANNARINO UTILITY BOARD MEMBER 1.00 X 0 0 0 ROGER GRAY UTILITY BOARD MEMBER 1.00 X 0 0 0 PHONSE DELANEY UTILITY BOARD MEMBER 1.00 X 0 0 0 MIKE MULCAHY VICE CHAIR AT LARGE 1.00 X X 0 0 0 DAVID WEBER UTILITY BOARD MEMBER 1.00 X 0 0 0 ALICIA MOY UTILITY BOARD MEMBER 1.00 X 0 0 0 VERN PORTER UTILITY BOARD MEMBER 1.00 X 0 0 0 TOM PETERSON SERVICES BOARD MEMBER 1.00 X 0 0 0 KARI KEISKI SERVICES BOARD MEMBER 1.00 X 0 0 0 GREG SORENSON UTILITY BOARD MEMBER 1.00 X 0 0 0 MARCIE EDWARDS UTILITY BOARD MEMBER 1.00 X 0 0 0 SCOTT MADISON UTILITY BOARD MEMBER 1.00 X 0 0 0 DON WASH UTILITY BOARD MEMBER 1.00 X 0 0 0 RYAN SHELL UTILITY BOARD MEMBER 1.00 X 0 0 0 BOB ROWE VICE CHAIR AT LARGE 1.00 X X 0 0 0 PAUL CAUDILL UTILITY BOARD MEMBER 1.00 X 0 0 0 DAVE WILLIAMS 2ND CHAIR ELECT 1.00 X X 0 0 0 CHRIS JOHNS CHAIR 1.00 X X 0 0 0 PATRICK REITEN UTILITY BOARD MEMBER 1.00 X 0 0 0 JEFFREY FOUTCH UTILITY BOARD MEMBER 1.00 X 0 0 0 KRISTIN STATHIS UTILITY BOARD MEMBER 1.00 X 0 0 0 BOOGA GILBERTSON VICE CHAIR AT LARGE 1.00 X X 0 0 0 CRAIG WAGSTAFF UTILITY BOARD MEMBER 1.00 X 0 0 0 SONNY PERSON UTILITY BOARD MEMBER 1.00 X 0 0 0 GARY KING UTILITY BOARD MEMBER 1.00 X 0 0 0 AIDAN MCSHEFFREY TREASURER 1.00 X X 0 0 0 STEVEN DAVIS UTILITY BOARD MEMBER 1.00 X 0 0 0 PHIL WEST UTILITY BOARD MEMBER 1.00 X 0 0 0 CRAIG COLLAR UTILITY BOARD MEMBER 1.00 X 0 0 0 PEDRO PIZARRO VICE CHAIR AT LARGE 1.00 X X 0 0 0 BRET LANE UTILITY BOARD MEMBER 1.00 X 0 0 0 BILL CARNAHAN UTILITY BOARD MEMBER 1.00 X 0 0 0 BILL MOODY UTILITY BOARD MEMBER 1.00 X 0 0 0 GARTH JOHNSON UTILITY BOARD MEMBER 1.00 X 0 0 0 WILLIAM GAINES UTILITY BOARD MEMBER 1.00 X 0 0 0 BRETT GELLNER UTILITY BOARD MEMBER 1.00 X 0 0 0 LAURA MCGUIRE HECKMAN UTILITY BOARD MEMBER 1.00 X 0 0 0 THOMAS CASEY SERVICES VICE CHAIR 1.00 X X 0 0 0 DAVE HUTCHENS VICE CHAIR AT LARGE 1.00 X X 0 0 0 LAREN GERTSCH UTILITY BOARD MEMBER 1.00 X 0 0 0 CHUCK MEYER SECRETARY AND PRESIDENT 40.00 X 314588 0 60436 TAI CALANDRIELLO CHIEF OPERATING OFFICER 40.00 X 104577 0 12710 419165 0 73146 2 0 1 0 0 PROGRAM REGISTRATION F 221000 1856104 1856104 MEMBERSHIP DUES 221000 1752900 1752900 3609004 4372 4372 OTHER INCOME 900009 5051 5051 5051 3618427 3614055 0 4372 375012 978247 94386 98426 114771 27218 17118 108085 71503 91321 86381 266346 50137 8736 MEALS FOR CONFERENCES 763463 SPEAKERS 115380 BANK CHARGES 64738 BAD DEBTS 46100 5157 3382525 1080088 1438153 1213639 1308131 28416 48932 140475 126036 654794 297612 98793 357182 0 32695 2561411 3311129 434248 698724 1075202 1309480 51423 66485 1560873 2074689 X 1000538 1236440 1000538 1236440 2561411 3311129 235902 0 X 0 1 X 1 0 0 1 0 91610 82030 9580 438472 215582 222890 124712 124712 357182 DEFERRED RENT 8233 FUNDS HELD FOR OTHERS 25557 DEFERRED COMPENSATION PLAN LIABILITY 32695 66485 X 3618427 0 3618427 0 3618427 3382525 0 3382525 0 3382525 PART X, LINE 2: THE INSTITUTE DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. X X 0 0 0 CHUCK MEYER SECRETARY AND PRESIDENT 215000 0 99588 0 0 0 57844 0 2592 0 375024 0 0 0 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.