2026-02-05T16:44:50-06:00 2025-09-30 582487348 APRIO ADVISORY GROUP LLC 3 CENTERPOINTE DR 300 LAKE OSWEGO OR 97035 990 2024-10-01 931068802 WESTERN ENERGY INSTITUTE WEST 5032311994 1050 SW 6TH AVE 325 PORTLAND OR 972041147 KEVIN SULLIVAN PRESIDENT AND SECRETARY 5032311994 2026-02-05 1 0 VICTORIA BRYSON P01243342 5032205900 2026-02-04 2024 2025-03-06 01:10:19Z JOHN HAIRSTON 1050 SW 6TH AVE 325 PORTLAND OR 972041147 5649598 0 X WWW.WESTERNENERGY.ORG X 2000 OR TO FACILITATE AND PROMOTE THE PROGRESS OF THE ELECTRIC AND NATURAL GAS INDUSTRIES. 58 58 32 1604 10575 0 0 0 5491625 5547499 118888 91027 82421 11072 5692934 5649598 0 0 0 0 2995064 3030827 0 0 0 2932530 2847728 5927594 5878555 -234660 -228957 4951201 4693171 2663449 2601856 2287752 2091315 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 CONFERENCES AND MEETINGS: ACCOUNTING LEADERSHIP, ANNUAL MEETING, BOARD OF DIRECTORS, CHIEF INFORMATION OFFICER, CLAIMS AND DAMAGE RECOVERY, CORPORATE COMMUNICATION, CUSTOMER AND CORPORATE SYMPOSIUM, CUSTOMER STRATEGIES, EMERGENCY RESPONSE AND ASSISTANCE PRACTICES, ENERGY MANAGEMENT, EXECUTIVE PLANNING COMMITTEE, FACILITIES AND WORKPLACE EXPERIENCE, FLEET MANAGEMENT, GENERAL COUNSEL, HUMAN RESOURCES, HYDROGEN ENGINEERS, INCIDENT MANAGEMENT AND ORGANIZATIONAL RESILIENCY, INTEGRATED RESOURCE PLANNING, JOINT USE, KEY ACCOUNTS, OPERATIONS BUSINESS STRATEGIES-ELECTRIC, OPERATIONS CONFERENCE, OVERHEAD UNDERGROUND ELECTRIC DISTRIBUTION, PROJECT MANAGEMENT AND UTILITIES, RENEWABLE AND LOW CARBON GASES, SAFETY SUMMIT, SECONDARY NETWORK, STRATEGIC PLANNING, SUBSTATION OPERATIONS, SUPPLY CHAIN AND PROCUREMENT MANAGEMENT, TALENT MANAGEMENT, WESTERN REGION MUTUAL ASSISTANCE AGREEMENT (WRMAA) ANNUAL MEETING, WILDFIRE PLANNING AND MITIGATION, WOMEN IN ENERGY SYMPOSIUM. LEADERSHIP DEVELOPMENT: BUSINESS ACUMEN FOR EMERGING LEADERS, FIELD TO OFFICE LEADERSHIP, MENTORSHIP, DEVELOPMENT AND LEADERSHIP, UTILITY BUSINESS ESSENTIALS, WOMEN IN LEADERSHIP-MENTORING AND DEVELOPMENT.SCHOOLS AND TRADE SKILLS: HANDS-ON RELAY SCHOOL, NORTHWEST ELECTRIC METER SCHOOL, POWER QUALITY SCHOOL.WEI LEARN AND LEAD: SIX C'S OF ENERGY CAREER SUCCESS, BUILDING A BUSINESS CASE, CORE HUMILITY, EMOTIONAL INTELLIGENCE, FIVE PILLARS OF LEADERSHIP, GOOD AIR-PSYCHOLOGICAL SAFETY, INCLUSIVITY IN THE WORKPLACE, LEADING A SAFETY CULTURE, OWNING YOUR CAREER PATH, PEAK PERFORMANCE, PRESENT AND PERFORM ONLINE, STRATEGIC THINKING. UTILITY INDUSTRY INSIGHTS: ASSET MANAGEMENT, ELECTRIC UTILITY FUNDAMENTALS AND INSIGHTS, GAS UTILITY FUNDAMENTALS AND INSIGHTS, UTILITY RATEMAKING, WEI WEBINAR SERIES.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. 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 25 0 1 32 1 1 1 0 0 0 0 0 0 0 X 58 58 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 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 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 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 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 VICE CHAIR AT LARGE 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 RYAN ADELMAN BOARD MEMBER 1.00 X 0 0 0 KYLE MCNAMARA 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 TODD DINEHART 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 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 GILLIAN WRIGHT PAST CHAIR 1.00 X X 0 0 0 JULIE WILLIAMS TREASURER 1.00 X 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 CHAIR ELECT 1.00 X X 0 0 0 SUSAN GRAY 2ND CHAIR ELECT 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 BOARD MEMBER 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 DEREK MCHUGH BOARD MEMBER 1.00 X 0 0 0 SHANE ELLIS BOARD MEMBER 1.00 X 0 0 0 JODI ZIEMATHIS BOARD MEMBER 1.00 X 0 0 0 DAN KOCH BOARD MEMBER 1.00 X 0 0 0 FALLON LONG BOARD MEMBER 1.00 X 0 0 0 STEVE ELLIOTT BOARD MEMBER 1.00 X 0 0 0 GREG RETZER BOARD MEMBER 1.00 X 0 0 0 KIRSTEN HULL BOARD MEMBER 1.00 X 0 0 0 LAMIS EL DIDI BOARD MEMBER 1.00 X 0 0 0 ERIC MARTUSCELLI BOARD MEMBER 1.00 X 0 0 0 DAVID WEBER BOARD MEMBER 1.00 X 0 0 0 STACEY BOTIMER BOARD MEMBER 1.00 X 0 0 0 WILLIAM FORSYTHE BOARD MEMBER 1.00 X 0 0 0 JOSE BODIPO-MEMBA BOARD MEMBER 1.00 X 0 0 0 KEVIN GERAGHTY VICE CHAIR AT LARGE 1.00 X X 0 0 0 KRISTI STERLING BOARD MEMBER 1.00 X 0 0 0 KEVIN SULLIVAN PRESIDENT & SECRETARY 40.00 X 295590 0 61074 ERIC CHRISTENSON DIRECTOR OF EDUCATION AND TRAINING 40.00 X 146983 0 31394 DEANNA HELLER CHIEF FINANCIAL OFFICER 40.00 X 141483 0 15073 STEPHANIE KNAUSS-CRADER CHIEF OPERATING OFFICER 40.00 X 140154 0 26483 AMY NYE DIRECTOR OF PROGRAM MANAGEMENT 40.00 X 122361 0 18876 BEVERLY WOOLF DIRECTOR OF SCHOOLS AND MUTUAL ASSISTANCE 40.00 X 115862 0 21202 962433 0 174102 8 0 1 0 0 PROGRAM FEES 221000 3264665 3264665 MEMBERSHIP DUES 221000 2218633 2218633 SUBSCRIPTION FEES 221000 64201 64201 5547499 91027 91027 ROYALTIES 513120 10575 10575 OTHER INCOME/LOSS 513120 497 497 11072 5649598 5547996 10575 91027 356389 2081986 212116 181476 198860 24439 62989 7856 259889 110731 108826 177231 397355 92528 18708 MEALS FOR CONFERENCES 1158545 SPEAKER FEES 310801 BANK FEES 116168 OTHER EXPENSES 1662 5878555 866883 606989 1525979 1508976 131603 113469 348477 392856 574143 372610 272676 201533 1532756 1615426 272827 253922 4951201 4693171 1087428 855220 1237545 1440856 338476 305780 2663449 2601856 X 2287752 2091315 2287752 2091315 4951201 4693171 -228957 32520 0 X X 0 1 X 1 0 0 1 0 38904 20101 18803 535239 352509 182730 201533 OPERATING RIGHT-OF-USE ASSETS 162937 OTHER ASSETS 90985 253922 DEFERRED COMP. PLAN LIABILITY 90985 OPERATING LEASE LIABILITIES 214795 305780 X 5674262 32520 32520 5641742 7856 7856 5649598 5870699 0 5870699 7856 7856 5878555 PART X, LINE 2: THE INSTITUTE DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. X X 0 0 0 KEVIN SULLIVAN PRESIDENT & SECRETARY 201350 0 94240 0 0 0 45148 0 15926 0 356664 0 0 0 ERIC CHRISTENSON DIRECTOR OF EDUCATION AND TRAINING 135983 0 11000 0 0 0 14958 0 16436 0 178377 0 0 0 STEPHANIE KNAUSS-CRADER CHIEF OPERATING OFFICER 129154 0 11000 0 0 0 14207 0 12276 0 166637 0 0 0 DEANNA HELLER CHIEF FINANCIAL OFFICER 130483 0 11000 0 0 0 14306 0 767 0 156556 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 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 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.