2025-02-10T16:05:55-06:00 2024-09-30 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2023-10-01 931068802 WESTERN ENERGY INSTITUTE WEST 5032311994 1050 SW 6TH AVE 325 PORTLAND OR 972041147 KEVIN SULLIVAN PRESIDENT AND SECRETARY 5032311994 2025-01-30 1 1 TODD D MASSINGER P00075883 5032205900 2023 2025-03-06 01:10:19Z GILLIAN WRIGHT 1050 SW 6TH AVE 325 PORTLAND OR 972041147 5692934 0 X WWW.WESTERNENERGY.ORG X 2000 OR TO FACILITATE AND PROMOTE THE PROGRESS OF THE ELECTRIC AND NATURAL GAS INDUSTRIES. 57 57 28 3217 46819 28109 0 0 5133016 5491625 59031 118888 160650 82421 5352697 5692934 0 0 0 0 2859411 2995064 0 0 0 2405940 2932530 5265351 5927594 87346 -234660 5068964 4951201 2722872 2663449 2346092 2287752 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 LEADERSHIP SUMMITS (ADMINISTRATIVE MEETINGS): ANNUAL MEETING, BOARD OF DIRECTORS, BUSINESS ACUMEN FOR EMERGING LEADERS, EXECUTIVE PLANNING COMMITTEE, WOMEN IN LEADERSHIP - BRILLIANCE & EXCELLENCE, FIELD TO OFFICE LEADERSHIP. EXECUTIVE FORUMS: CHIEF INFORMATION OFFICER, CORPORATE COMMUNCATIONS, CORPORATE PERFORMANCE MANAGEMENT, CUSTOMER STRATEGIES, ENERGY MANAGEMENT, FACILITIES AND WORKPLACE EXPERIENCE, GENERAL COUNSEL, HUMAN RESOURCES, INCIDENT MANAGEMENT AND ORGANIZATION, INTEGRATED RESOURCE PLANNING, KEY ACCOUNTS, OPERATIONS BUSINESS STRATEGIES - ELECTRIC, RENEWABLE NATURAL GAS, SUPPLY CHAIN AND PROCUREMENT MANAGEMENT, TALENT MANAGEMENT, WESTERN REGION MUTUAL ASSISTANCE AGREEMENT (WRMAA) ANNUAL MEETING, WESTERN UTILITIES FINANCIAL, WILDFIRE PLANNING AND MITIGATION.SEE INDUSTRY FORUMS ON SCHEDULE O.INDUSTRY FORUMS: CLAIMS AND DAMAGE RECOVERY, CUSTOMER AND CORPORATE SYMPOSIUM, EMERGENCY RESPONSE AND ASSISTANCE PRACTICES, FLEET MANAGEMENT, HYDROGEN ENGINEERS, JOINT USE CONFERENCE, OPERATIONS CONFERENCE, OVERHEAD UNDERGROUND ELECTRIC DISTRIBUTION, PROJECT MANAGEMENT AND UTILITIES, SAFETY SUMMIT, SECONDARY NETWORK, UTILITY BUSINESS ESSENTIALS, WOMEN IN ENERGY SYMPOSIUM.OUR MEMBERSHIP IS COMPOSED OF 80 ENERGY COMPANIES, INCLUDING GAS PIPELINE, ELECTRIC AND GAS DISTRIBUTION, ELECTRIC GENERATION, POWER MARKETERS AND MORE THAN 230 INDUSTRY SERVICE PROVIDERS. SKILLS DEVELOPMENT: DUAL UTILITY FUNDAMENTALS, ELECTRIC UTILITY FUNDAMENTALS AND INSIGHTS, GAS UTILITY FUNDAMENTALS, HANDS-ON RELAY SCHOOL, NORTHWEST ELECTRIC METER SCHOOL, POWER QUALITY SCHOOL, PROFESSIONAL DEVELOPMENT, EMERGENCY NOTIFICATION SOFTWARE. 0 0 0 1 0 0 0 0 0 1 0 0 1 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 28 0 1 28 1 1 1 0 0 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 1050 SW 6TH AVE PORTLAND OR 972041147 TONY TEWELIS BOARD MEMBER 1.00 X 0 0 0 MELANIE BAYLEY BOARD MEMBER 1.00 X 0 0 0 JASON SHARPE BOARD MEMBER 1.00 X 0 0 0 HEATHER ROSENTRATER VICE CHAIR AT LARGE 1.00 X 0 0 0 CHARLOTTE MITHA BOARD MEMBER 1.00 X 0 0 0 MIKE ELENBAAS SERVICES VICE CHAIR 1.00 X X 0 0 0 JOHN HAIRSTON CHAIR ELECT 1.00 X X 0 0 0 ELLIOTT MAINZER BOARD MEMBER 1.00 X 0 0 0 TYRELL HILLEBRAND BOARD MEMBER 1.00 X 0 0 0 JOHN STOLL BOARD MEMBER 1.00 X 0 0 0 DAWN ROTH-LINDELL BOARD MEMBER 1.00 X 0 0 0 LENA WITTLER BOARD MEMBER 1.00 X 0 0 0 CHARLES CASSIDY BOARD MEMBER 1.00 X 0 0 0 JUDD COOK BOARD MEMBER 1.00 X 0 0 0 OMAR GALLEGOS BOARD MEMBER 1.00 X 0 0 0 GARTH JOHNSON BOARD MEMBER 1.00 X 0 0 0 JANA MOSLEY VICE CHAIR AT LARGE 1.00 X X 0 0 0 JOHN D SIMS BOARD MEMBER 1.00 X 0 0 0 AMANDA ROSYCHUK BOARD MEMBER 1.00 X 0 0 0 FRANK LAWSON BOARD MEMBER 1.00 X 0 0 0 JANINE SULLIVAN BOARD MEMBER 1.00 X 0 0 0 ROGER DALL'ANTONIA IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 RICH WALLEN BOARD MEMBER 1.00 X 0 0 0 ALICIA MOY BOARD MEMBER 1.00 X 0 0 0 RICHARD MOONEY BOARD MEMBER 1.00 X 0 0 0 TERI FRENCH BOARD MEMBER 1.00 X 0 0 0 RYAN ADELMAN BOARD MEMBER 1.00 X 0 0 0 KYLE MCNAMARA BOARD MEMBER 1.00 X 0 0 0 MARTIN ADAMS BOARD MEMBER 1.00 X 0 0 0 SCOTT MADISON BOARD MEMBER 1.00 X 0 0 0 RYAN SHELL BOARD MEMBER 1.00 X 0 0 0 ROGER KLINE BOARD MEMBER 1.00 X 0 0 0 BOBBI SCHROEPPEL BOARD MEMBER 1.00 X 0 0 0 KIMBERLY HEITING RUSH VICE CHAIR AT LARGE 1.00 X X 0 0 0 TODD DINEHART BOARD MEMBER 1.00 X 0 0 0 JASON GLICKMAN BOARD MEMBER 1.00 X 0 0 0 JACK D PODLESNIK BOARD MEMBER 1.00 X 0 0 0 DAN KOCH BOARD MEMBER 1.00 X 0 0 0 LORA ANGUAY BOARD MEMBER 1.00 X 0 0 0 AIDAN MCSHEFFREY VICE CHAIR AT LARGE 1.00 X X 0 0 0 CAROLINE WINN VICE CHAIR AT LARGE 1.00 X X 0 0 0 RUPEN PANDYA BOARD MEMBER 1.00 X 0 0 0 DAVONNA JOHNSON BOARD MEMBER 1.00 X 0 0 0 JOHN HAARLOW BOARD MEMBER 1.00 X 0 0 0 ERIK TAKAYESU VICE CHAIR AT LARGE 1.00 X X 0 0 0 GILLIAN WRIGHT CHAIR 1.00 X X 0 0 0 JULIE WILLIAMS BOARD MEMBER 1.00 X 0 0 0 SCOTT SMITH BOARD MEMBER 1.00 X 0 0 0 RACHEL ALLEN BOARD MEMBER 1.00 X 0 0 0 MILLIE MORAN BOARD MEMBER 1.00 X 0 0 0 TODD SIMMONS BOARD MEMBER 1.00 X 0 0 0 JARED GREEN TREASURER & 2ND CHAIR ELECT 1.00 X X 0 0 0 SUSAN GRAY VICE CHAIR AT LARGE 1.00 X X 0 0 0 CAMILO AMEZQUITA BOARD MEMBER 1.00 X 0 0 0 JANISSE QUINONES VICE CHAIR AT LARGE 1.00 X X 0 0 0 MICHAEL DELANEY BOARD MEMBER 1.00 X 0 0 0 MICHELLE VARGO BOARD MEMBER 1.00 X 0 0 0 ANDEE MCCOY SERVICES VICE CHAIR 1.00 X X 0 0 0 SHAWN MATCHIM BOARD MEMBER 1.00 X 0 0 0 BRIAN KOCH BOARD MEMBER 1.00 X 0 0 0 TIKAN SINGH BOARD MEMBER 1.00 X 0 0 0 SHINJINI MENON BOARD MEMBER 1.00 X 0 0 0 DON WOLFE BOARD MEMBER 1.00 X 0 0 0 GUY PAYNE BOARD MEMBER 1.00 X 0 0 0 KEVIN SULLIVAN PRESIDENT & SECRETARY 40.00 X 295240 0 60630 ERIC CHRISTENSON DIRECTOR OF PROGRAM CURRIC 40.00 X 138301 0 29313 DIANA ZOREN DIRECTOR OF STRATEGIC INIT 40.00 X 134407 0 25437 DEANNA HELLER CHIEF FINANCIAL OFFICER 40.00 X 133467 0 14188 STEPHANIE KNAUSS-CRADER CHIEF OPERATING OFFICER 40.00 X 132958 0 24989 834373 0 154557 5 0 1 0 0 PROGRAM FEES 221000 3428636 3428636 MEMBERSHIP DUES 221000 2062989 2062989 5491625 118888 118888 ROYALTIES 513120 46819 46819 OTHER INCOME/LOSS 513120 35602 35602 82421 5692934 5527227 46819 118888 262022 2158844 194309 175749 204140 34574 38680 6668 290434 104254 115875 174878 409205 66067 17736 MEALS FOR CONFERENCES 1287685 SPEAKER FEES 242436 BANK FEES 96863 OTHER EXPENSES 26329 20846 5927594 734234 866883 1921420 1525979 107357 131603 363852 348477 566254 293578 256594 272676 1323801 1532756 361706 272827 5068964 4951201 831919 1087428 1457626 1237545 433327 338476 2722872 2663449 X 2346092 2287752 2346092 2287752 5068964 4951201 -234660 176320 0 X X 0 1 X 1 0 0 1 0 38905 12320 26585 471873 229671 242202 55476 51587 3889 272676 OPERATING RIGHT-OF-USE ASSETS 216471 OTHER ASSETS 56356 272827 DEFERRED COMP. PLAN LIABILITY 56356 OPERATING LEASE LIABILITIES 282120 338476 X 5862586 176320 176320 5686266 6668 6668 5692934 5920926 0 5920926 6668 6668 5927594 PART X, LINE 2: THE INSTITUTE DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. X X 0 0 0 KEVIN SULLIVAN PRESIDENT & SECRETARY 201320 0 93920 0 0 0 44645 0 15985 0 355870 0 0 0 ERIC CHRISTENSON DIRECTOR OF PROGRAM CURRIC 127301 0 11000 0 0 0 14003 0 15310 0 167614 0 0 0 DIANA ZOREN DIRECTOR OF STRATEGIC INIT 123407 0 11000 0 0 0 13575 0 11862 0 159844 0 0 0 STEPHANIE KNAUSS-CRADER CHIEF OPERATING OFFICER 121958 0 11000 0 0 0 13416 0 11573 0 157947 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 WESTERN ENERGY INSTITUTE IS A TRADE ASSOCIATION MADE UP OF FUTILITY 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 11B 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 PRESIDENTS BASE SALARY, POTENTIAL BONUSES, AND BENEFITS ARE SET IN AN EMPLOYMENT CONTRACT THAT IS APROVED BY THE BOARD. THE PRESIDENT'S AND CHIEF OPERATING OFFICER'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 PUBLICALY AVAILABLE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.