2024-04-03T05:05:37-05:00 2023-09-30 521073331 DEMBO JONES PC 6116 EXECUTIVE BLVD SUITE 500 NORTH BETHESDA MD 20852 990 2022-10-01 521474553 NATIONAL ASSOCIATION OF STATE ENERGY OFFICIALS NATI 7032998800 1300 NORTH 17TH STREET 1275 ARLINGTON VA 22209 DAVID TERRY PRESIDENT 7032998800 2024-03-26 1 DAVID TERRY 999009999 1 DAVID J SHERDEL CPA P01306021 3017705100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID TERRY 1300 NORTH 17TH STREET 1275 ARLINGTON VA 22209 6764165 0 X WWW.NASEO.ORG X 1986 VA TO FOSTER PUBLIC DISCUSSION ON NATIONAL ENERGY ISSUES. 17 17 19 20 0 0 60000 75000 4553097 6637511 5599 51654 0 0 4618696 6764165 0 0 0 0 2479678 3238123 0 0 0 1959246 2548761 4438924 5786884 179772 977281 3856099 5811817 2068444 3046881 1787655 2764936 THE NATIONAL ASSOCIATION OF STATE ENERGY OFFICIALS (NASEO) IS AN EDUCATIONAL ORGANIZATION FOUNDED TO FOSTER PUBLIC DISCUSSION ON THE UNDERSTANDING OF NATIONAL ENERGY ISSUES. 0 0 5379716 6637511 PROGRAMS AND PROJECTS RELATIVE TO ENERGY RESEARCH AND DEMONSTRATION, DATA COLLECTION, ANALYSIS AND COMMUNICATION. ISSUES INCLUDE COST EFFECTIVE IMPROVEMENTS, APPLIED RESEARCH, RENEWABLE RESEARCH. 5379716 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 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 1 0 0 0 1 12 0 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 VA X THE ORGANIZATION 7032998800 1300 NORTH 17TH STREET 1275 ARLINGTON VA 22209 KELLEY SMITH BURK CHAIR 6.00 X X 0 0 0 JOHN WILLIAMS VICE-CHAIR 6.00 X X 0 0 0 MOLLY CRIPPS TREASURER 6.00 X X 0 0 0 WILL TOOR SECRETARY 4.00 X X 0 0 0 ANDREW MCALLISTER PAST CHAIR 4.00 X X 0 0 0 JASON LANCLOS PARLIMENTARIAN 4.00 X X 0 0 0 EDDY TREVINO REGIONAL REPRESENTATIVE 4.00 0.25 X 0 0 0 DAN LLOYD REGIONAL REPRESENTATIVE 4.00 X 0 0 0 DAVID ALTHOFF JR REGIONAL REPRESENTATIVE 4.00 X 0 0 0 DR MARY BETH TUNG REGIONAL REPRESENTATIVE 4.00 X 0 0 0 MICHELLE GRANSEE REGIONAL REPRESENTATIVE 4.00 X 0 0 0 CHAD KRUSE REGIONAL REPRESENTATIVE 4.00 X 0 0 0 DAN BURGESS REGIONAL REPRESENTATIVE 4.00 X 0 0 0 PATRICK WOODCOCK REGIONAL REPRESENTATIVE 4.00 X 0 0 0 KENYA STUMP REGIONAL REPRESENTATIVE 4.00 X 0 0 0 MITCHELL SIMPSON REGIONAL REPRESENTATIVE 4.00 X 0 0 0 MICHAEL FURZE REGIONAL REPRESENTATIVE 4.00 X 0 0 0 ANNE SMART AFFILIATES' CO-CHAIR 4.00 X 0 0 0 HEATHER REAMS AFFILIATES' CO-CHAIR 4.00 X 0 0 0 DAVID TERRY PRESIDENT 40.00 1.00 X 582556 0 50568 ALEXANDRA FAZELI-FARD MANAGING DIRECTOR 40.00 X 191117 0 27524 CASSANDRA POWERS MANAGING DIRECTOR 40.00 X 174647 0 26427 RODNEY SOBIN SENIOR FELLOW 40.00 X 148232 0 15755 KIRSTEN VERCLAS MANAGING DIRECTOR 40.00 X 141669 0 24157 SHEMIKA PUGH SPENCER CONTRACTS AND ADMIN DIRECT 40.00 X 127857 0 19509 1366078 0 163940 9 0 1 0 DUNCAN WEINBERG GENZER & PEMBROKE 1667 K STREET NW SUITE 700 WASHINGTON DC 20006 LEGAL 375221 AMERICAN ASSOCIATION OF STATE HIGHWAY & 555 12TH STREET NW SUITE 1000 WASHINGTON DC 20004 CONSULTANT 273066 BW RESEARCH PARTNERSHIP 6120 PASEO DEL NORTE SUITE E2 CARLSBAD CA 92011 CONSULTANT 137008 NATIONAL COUNCIL ON SCHOOL FACILTIES 1816 12TH STREET NW WASHINGTON DC 20009 CONSULTANT 105836 4 75000 75000 CONTRACT REVENUE 541700 5431796 5431796 MEMBERSHIP DUES 541700 1102598 1102598 MEETINGS 541700 103117 103117 6637511 51654 51654 6764165 6637511 0 51654 X 615658 463283 152375 1764204 1338257 425947 163649 137392 26257 520736 387523 133213 173876 173876 352388 352388 114415 114415 12000 12000 1304108 1264208 39900 49141 8061 41080 179173 179173 503557 500742 2815 28471 28471 6021 6021 10729 10729 MISCELLANEOUS 43935 8925 35010 OVERHEAD ALLOCATIONS -672 1192087 -1192759 FRINGE BENEFITS ALLOCAT -54505 79238 -133743 5786884 5379716 407168 0 1862414 1506763 1470527 3134314 462922 809942 36115 51412 49599 39869 11263 9730 12858 299656 3856099 5811817 638037 769611 1183512 1783119 5983 0 240912 494151 2068444 3046881 X 1787655 2764936 1787655 2764936 3856099 5811817 977281 0 X 0 1 X 0 1 1 X 507956 772054 518059 675821 1177598 3651488 507956 772054 518059 675821 1177598 3651488 3651488 13797 18161 10127 5599 51654 99338 3750826 21188088 0.97350 0.98280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12000 12000 5774884 5786884 439344 109836 0 0 362389 400134 370991 439344 1572858 2359287 12000 12000 12000 12000 48000 90597 100034 92748 109836 393215 589823 49599 39869 9730 9730 DEPOSIT 12858 ROU ASSET 286798 299656 DUE TO NASEO INSTITUTE 150154 LEASE LIABILITY 343997 494151 X 6764165 0 6764165 0 6764165 5786884 0 5786884 0 5786884 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE NASEO 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 HAS ANALYZED TAX POSITIONS TAKEN AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2023 AND 2022, 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, 2023 AND 2022, NASEO HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES. NASEO IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. NASEO'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. X X X 0 0 0 0 0 0 0 0 0 DAVID TERRY PRESIDENT 426069 0 130958 0 25529 0 30500 0 20068 0 633124 0 0 0 ALEXANDRA FAZELI-FARD MANAGING DIRECTOR 178601 0 2100 0 10416 0 17860 0 9664 0 218641 0 0 0 CASSANDRA POWERS MANAGING DIRECTOR 168147 0 6500 0 0 0 16815 0 9612 0 201074 0 0 0 KIRSTEN VERCLAS MANAGING DIRECTOR 138669 0 3000 0 0 0 13867 0 10290 0 165826 0 0 0 RODNEY SOBIN SENIOR FELLOW 141896 0 250 0 6086 0 14190 0 1565 0 163987 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 EACH STATE, THE DISTRICT OF COLUMBIA, AND EACH TERRITORY OR COMMONWEALTH ENERGY OFFICE SHALL BE ENTITLED TO FURNISH A MEMBER. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE RIGHT TO VOTE FOR THE BOARD OF DIRECTORS. EACH HAS ONE VOTE. THE VOTE OCCURS AT THE ANNUAL MEETING OF MEMBERS. DIRECTORS SHALL RECEIVE APPROVAL BY A MAJORITY VOTE. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS APPROVE THE ANNUAL BUDGET OF THE ASSOCIATION BY A MAJORITY VOTE AT THE ANNUAL MEETING, OR ANOTHER MEETING AS SPECIFIED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND THE DIRECTOR OF FINANCE 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 B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS AGREED UPON BY THE ENTIRE BOARD OF DIRECTORS AS PART OF PASSING OF THE ANNUAL BUDGET. IT IS BASED ON ANALYSIS OF FAIR COSTS FOR THE LEVEL OF SERVICES PROVIDED. FORM 990, PART VI, SECTION C, LINE 19 NASEO'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,264,208. MANAGEMENT AND GENERAL EXPENSES 39,900. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,304,108. NASEO INSTITUTE 1300 NORTH 17TH STREET SUITE 1275 ARLINGTON VA 22209 473531809 PROVIDING EDUCATION, TRAINING AND OUTREACH TO STATE ENERGY OFFICIALS VA 501(C)(3) LINE 10 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 NASEO INSTITUTE O 25018 ACTUAL NASEO INSTITUTE C 75000 ACTUAL NASEO INSTITUTE P 2000 ACTUAL NASEO Q 98214 ACTUAL