2026-05-22T11:25:38-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 6116 EXECUTIVE BLVD 500 NORTH BETHESDA MD 20852 990 2024-10-01 473531809 NASEO INSTITUTE INC NASE 7032998800 C 1810 ARLINGTON VA 22209 DAVID TERRY PRESIDENT 7032998800 2026-05-19 1 0 DAVID J SHERDEL CPA P01306021 3017705100 2026-05-19 2024 2025-03-06 01:10:19Z DAVID TERRY 1812 NORTH MOORE STREET SUITE 1810 ARLINGTON VA 22209 862716 0 X WWW.NASEO.ORG X CHARITABLE ORGANIZATION 2015 DC PROVIDING EDUCATION, TRAINING, AND OUTREACH TO STATE ENERGY OFFICIALS 6 6 0 6 0 0 0 0 1191992 859625 0 3091 0 0 1191992 862716 90000 150000 0 0 65247 19440 0 0 0 827594 560619 982841 730059 209151 132657 826701 1133864 315026 489532 511675 644332 NASEO INSTITUTE, INC WAS ORGANIZED FOR THE PURPOSE OF PROVIDING EDUCATION, TRAINING AND OUTREACH TO STATE ENERGY OFFICIALS 0 0 199785 305861 ANNUAL MEETING 279911 469564 OUTLOOK MEETING 150000 150000 STATE TERRITORY OFFICES 57976 84200 57976 84200 687672 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X THE ORGANIZATION 7032998800 C 1810 ARLINGTON VA 22209 FRANCIS MURRAY CHAIR 0.25 X X 0 0 0 EDDY TREVINO TREASURER 0.25 3.00 X X 0 0 0 CAROL WERNER BOARD MEMBER 0.25 X 0 0 0 PAUL MILLER BOARD MEMBER 0.25 X 0 0 0 WILLIAM TAYLOR BOARD MEMBER 0.25 X 0 0 0 ROBERT JACKSON BOARD MEMBER 0.25 X 0 0 0 DAVID TERRY PRESIDENT 1.00 40.00 X 0 589034 67294 0 589034 67294 0 0 0 0 0 MEETING REVENUE 561499 859625 859625 859625 3091 3091 862716 859625 0 3091 150000 150000 19440 19440 1182 807 375 2929 179 2750 21081 21081 666 666 1393 1393 830 830 25281 23025 2256 458875 458875 107 107 60 60 CREDIT CARD & BANK FEES 44102 7096 37006 OTHER 4113 4113 730059 687672 42387 0 577637 502973 100000 1446 5900 64801 132543 182817 392448 826701 1133864 281497 315026 208035 315026 489532 X 511675 644332 511675 644332 826701 1133864 132657 0 X 0 1 X 0 0 X 119277 317585 751325 1191992 859625 3239804 119277 317585 751325 1191992 859625 3239804 0 0 0 3239804 118 54 24 0 3091 3287 118 54 24 3091 3287 119395 317639 751349 1191992 862716 3243091 0.99900 0.99960 0.00100 0.00040 X 0 RELATED PARTY RECEIVABLE 392448 392448 X 862716 0 862716 0 862716 730059 0 730059 0 730059 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE NASEO INSTITUTE TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF IT IS MORE LIKELY THAN NOT THAT UNCERTAIN TAX POSITIONS TAKEN WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. NASEO INSTITUTE HAS ANALYZED TAX POSITIONS TAKEN AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024, NASEO INSTITUTE HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES. NASEO INSTITUTE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. NASEO INSTITUTE'S FEDERAL AND STATE INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAX AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED. 1 NASEO 1812 NORTH MOORE STREET SUITE 1810 ARLINGTON VA 22209 521474553 501C3 150000 0 TO FURTHER OUTREACH AND DEVELOPMENT OF PROGRAMS 1 PART I, LINE 2: SCHEDULE I, PART I, LINE 2: NASEO GRANT- REPORT ON USE OF GRANT MONEY REQUIRED AT END OF GRANT PERIOD. 0 0 0 0 0 0 0 0 0 DAVID TERRY PRESIDENT 0 524647 0 64387 0 0 0 46000 0 21294 0 656328 0 0 PART I, LINE 3 NASEO INSTITUTE'S AFFILIATE, NASEO, ESTABLISHES THE COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND THE CHIEF FINANCIAL OFFICER OF A RELATED ORGANIZATION BOTH REVIEW THE 990 PRIOR TO SUBMISSION. THE BOARD HAS ACCESS TO THE 990 UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS INCLUDED IN A FINANCIAL PROCEDURES MANUAL AND IT IS REVIEWED REGULARLY. FORM 990, PART VI, SECTION C, LINE 19 NASEO INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. NATIONAL ASSOCIATION OF STATE ENERGY OFFICIALS 1812 NORTH MOORE STREET SUITE 1810 ARLINGTON VA 22209 521474553 TO FOSTER PUBLIC DISCUSSION ON NATIONAL ENERGY ISSUES DC 501(C)(3) BOX 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 NATIONAL ASSOCIATION OF STATE ENERGY OFFICIALS O 37255 ACTUAL NATIONAL ASSOCIATION OF STATE ENERGY OFFICIALS B 150000 ACTUAL NATIONAL ASSOCIATION OF STATE ENERGY OFFICIALS Q 2750 ACTUAL NATIONAL ASSOCIATION OF STATE ENERGY OFFICIALS P 91703 ACTUAL