2024-06-11T17:15:36-05:00 2023-09-30 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2022-10-01 931068802 WESTERN ENERGY INSTITUTE WEST 5032311994 1050 SW 6TH AVE 325 PORTLAND OR 972041147 KEVIN SULLIVAN PRESIDENT AND SECRETARY 5032311994 2024-06-10 1 KEVIN SULLIVAN 999009999 1 TODD D MASSINGER P00075883 5032205900 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROGER DALL'ANTONIA 1050 SW 6TH AVE 325 PORTLAND OR 972041147 5352697 0 X WWW.WESTERNENERGY.ORG X 2000 OR TO FACILITATE AND PROMOTE THE PROGRESS OF THE ELECTRIC AND NATURAL GAS INDUSTRIES. 58 58 23 1341 92436 87970 0 0 4338629 5133016 42064 59031 13172 160650 4393865 5352697 0 0 0 0 2538033 2859411 0 0 0 1876927 2405940 4414960 5265351 -21095 87346 4801520 5068964 2578988 2722872 2222532 2346092 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 ALUMNI SUMMIT, BUSINESS ACUMEN FOR EMERGING LEADERS, EXECUTIVE PLANNING COMMITTEE, WOMEN IN LEADERSHIP - BRILLIANCE & EXCELLENCE. 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 ORGANIZATIONAL RESILIENCY - 2023, INTEGRATED RESOURCE PLANNING, KEY ACCOUNTS, OPERATIONS BUSINESS STRATEGIES - ELECTRIC, RENEWABLE NATURAL GAS, STRATEGIC PLANNING, SUBSTATION OPERATIONS, SUPPLY CHAIN STRATEGIES, TALENT MANAGEMENT, WESTERN REGION MUTUAL ASSISTANCE AGREEMENT (WRMAA) ANNUAL MEETING, WESTERN UTILITIES FINANCIAL FORUM, 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, PROCUREMENT MANAGEMENT, PROJECT MANAGEMENT AND UTILITIES, SAFETY SUMMIT, SECONDARY NETWORK, TRANSPORTATION ELECTRIFICATION, UTILITY POLE AND OVERHEAD SYSTEMS, WEI WEBINAR SERIES, 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 AND INSIGHTS, ELECTRIC UTILITY FUNDAMENTALS AND INSIGHTS, GAS UTILITY FUNDAMENTALS AND INSIGHTS, HANDS-ON RELAY SCHOOL, INCIDENT COMMAND SYSTEM (ICS) IMMERSIVE, NORTHWEST ELECTRIC METER SCHOOL, POWER QUALITY SCHOOL, PROFESSIONAL DEVELOPMENT SERIES. 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 2 0 1 23 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 DENNIS VERMILLION BOARD MEMBER 1.00 X 0 0 0 HEATHER ROSENTRATER BOARD MEMBER 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 2ND 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 TOM MILLER 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 STEVEN RIDGE 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 ROSYCHUCK 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 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 MARK POWESKA 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 ROBERT DOWELL 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 ROBERT ROWE 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 DANIELLE SCHOFIELD BOARD MEMBER 1.00 X 0 0 0 DAN KOCH BOARD MEMBER 1.00 X 0 0 0 TODD WHITE BOARD MEMBER 1.00 X 0 0 0 LORA ANGUAY BOARD MEMBER 1.00 X 0 0 0 AIDAN MCSHEFFREY IMMEDIATE PAST CHAIR 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 ELECT 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 1.00 X X 0 0 0 SUSAN GRAY VICE CHAIR AT LARGE 1.00 X X 0 0 0 GEORGE CULBERTSON BOARD MEMBER 1.00 X 0 0 0 CAMILO AMEZQUITA BOARD MEMBER 1.00 X 0 0 0 KEVIN SULLIVAN PRESIDENT & SECRETARY 40.00 X 305550 0 58683 ERIC CHRISTENSON DIRECTOR OF PROGRAM CURRICULUM & ENGAGEMENT 40.00 X 128926 0 27527 DIANA ZOREN DIRECTOR OF STRATEGIC INITIATIVES 40.00 X 125249 0 24214 DEANNA HELLER CHIEF FINANCIAL OFFICER 40.00 X 122878 0 13524 STEPHANIE KNAUSS-CRADER CHIEF OPERATING OFFICER 40.00 X 111814 0 22725 794417 0 146673 5 0 1 0 0 PROGRAM FEES 221000 3134464 3134464 MEMBERSHIP DUES 221000 1998552 1998552 5133016 59031 59031 ROYALTIES 513120 92436 92436 OTHER INCOME/LOSS 513120 68214 68214 160650 5352697 5201230 92436 59031 223835 2074961 205781 162560 192274 18780 35084 6440 226806 132593 121244 124978 343658 55678 17336 MEALS FOR CONFERENCES 978275 SPEAKER FEES 233810 BANK FEES 94443 16815 5265351 94113 734234 2713750 1921420 69083 107357 342667 363852 788794 532200 162181 256594 1243167 1323801 176559 361706 4801520 5068964 865704 831919 1514244 1457626 199040 433327 2578988 2722872 X 2222532 2346092 2222532 2346092 4801520 5068964 87346 36214 0 X X 0 1 X 1 0 0 1 0 38905 4539 34366 628682 478407 150275 121207 49254 71953 256594 OPERATING RIGHT-OF-USE ASSETS 267260 OTHER ASSETS 94446 361706 DEFERRED COMP. PLAN LIABILITY 94446 OPERATING LEASE LIABILITIES 338881 433327 X 5382471 36214 36214 5346257 6440 6440 5352697 5258911 0 5258911 6440 6440 5265351 PART X, LINE 2: THE INSTITUTE DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. X X 0 0 0 KEVIN SULLIVAN PRESIDENT & SECRETARY 210030 0 95520 0 0 0 43603 0 15080 0 364233 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.