Nonprofit · EIN 27-0570089
NORTH AMERICAN TRANSMISSION FORUM INC
Tax-exempt · CHARLOTTE, NC 28210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $10,733,977 | $10,140,789 | $593,188 | $7,456,028 | $6,428,372 | $1,027,656 |
| December 31, 2023 | 990 | $9,925,054 | $9,681,769 | $243,285 | $6,786,524 | $6,352,056 | $434,468 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $10,723,046
- Investment income
- $10,931
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,109,531
- Other salaries and wages
- $5,655,246
- Salaries, compensation and benefits (total)
- $8,336,062
- Professional fundraising fees
- $0
- Occupancy
- $297,399
- Travel
- $34,442
- Program services (functional)
- $6,429,860
- Management and general (functional)
- $3,710,929
Balance sheet and other
- Total assets, start of year
- $6,786,524
- Total assets, end of year
- $7,456,028
- Total liabilities, end of year
- $6,428,372
- Net assets, end of year
- $1,027,656
- Net assets without donor restrictions
- $1,027,656
- Gross receipts
- $10,733,977
- Employees
- 31
- Volunteers
- 19
- Year formed
- 2009
- State of legal domicile
- NJ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Thomas J Galloway | President & CEO Officer | 40 | $789,158 | $77,971 |
| Lee Underwood | Director, Practice | 40 | $305,664 | $0 |
| Teresa H Aldred | Direct - Admin | 40 | $286,121 | $0 |
| John R Carter | Dir of Peer | 40 | $270,954 | $0 |
| Valerie Agnew | General Counsel | 40 | $242,402 | $0 |
| Kris Koellner | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Dan Woodfin | Member Trustee or director | 1 | $0 | $0 |
| Ed De Varona | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Tim Hattaway | Member Trustee or director | 1 | $0 | $0 |
| Brian Connaughton | Member Trustee or director | 1 | $0 | $0 |
| David Ball | Member Trustee or director | 1 | $0 | $0 |
| Dede Subakti | Member Trustee or director | 1 | $0 | $0 |
| Dave Weaver | Member Trustee or director | 1 | $0 | $0 |
| Mike Bartel | Member Trustee or director | 1 | $0 | $0 |
| Walt Alvarado | Chairman Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nelson Peeler | Member Trustee or director | 1 | $0 |
| Vinit Gupta | Member Trustee or director | 1 | $0 |
| Keith Daniel | Member Trustee or director | 1 | $0 |
| Matt Gardner | Member Trustee or director | 1 | $0 |
| Marilyn Gilbert | Member Trustee or director | 1 | $0 |
| Carl Bridenbaugh | Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Thomas J Galloway | President & CEO Officer | 40 | $702,868 | $43,705 |
| Lee Underwood | Director, Practice | 40 | $285,455 | $16,504 |
| Teresa H Aldred | DIRECT- ADMIN | 40 | $263,830 | $31,939 |
| John R Carter | DIR OF PEER | 40 | $263,830 | $26,379 |
| Kenneth B Keels | DIR-INITIATI | 40 | $259,700 | $21,751 |
| Valerie Agnew | General Counsel | 40 | $232,511 | $36,779 |
| Donald J Lekang | SR. PRG MGR | 40 | $230,727 | $31,475 |
| Adrianne Collins | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Dan Woodfin | Member Trustee or director | 1 | $0 | $0 |
| Ed De Varona | Member Trustee or director | 1 | $0 | $0 |
| Tim Hattaway | Member Trustee or director | 1 | $0 | $0 |
| Brian Connaughton | Member Trustee or director | 1 | $0 | $0 |
| David Ball | Member Trustee or director | 1 | $0 | $0 |
| Kris Koellner | Member Trustee or director | 1 | $0 | $0 |
| Dave Weaver | Member Trustee or director | 1 | $0 | $0 |
| Mike Bartel | Member Trustee or director | 1 | $0 | $0 |
| Walt Alvarado | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Nelson Peeler | Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6135 PARK SOUTH DR STE 510, CHARLOTTE, NC 28210-0100
- In care of
- % DONALD M BENJAMIN
- Signed the 990
- Thomas J Galloway, President & CEO
- Phone
- (704) 945-1900
- Return prepared by
- Foard and Company PA
Mission
THE FORUM'S MISSION IS TO PROMOTE EXCELLENCE IN THE RELIABLE OPERATION OF THE ELECT RIC TRANSMISSION SYSTEM
Program accomplishments
- THE FORUM HAS PROGRAMS THAT PROVIDE STRUCTURED AND SUSTAINED FRAMEWORKS FOR MEMBER INFORMATION SHARING; PEER AND MEMBER ASSISTANCE AND NETWORKING; CONSTRUCTIVE PEER CHALLENGE; AND CONTINUOUS IMPROVEMENT IN THE RELIABLE, RESILIENT, SECURE, AND SAFE OPERATION OF THE ELECTRIC TRANSMISSION SYSTEM. THE PROGRAMS ALSO IMPROVE TRANSMISSION SYSTEM PERFORMANCE; INCREASE COMPLIANCE MARGINS; AND PROMOTE EFFICIENT, WELLDIRECTED USE OF RESOURCES.Expenses $6,429,860
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-0570089
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $7,456,028
- Income (IRS master file)
- $10,733,977
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $10,733,977 | $10,140,789 | $7,456,028 | XML |
| 990 | December 2023 | $9,925,054 | $9,681,769 | $6,786,524 | XML |
| 990 | December 2022 | $9,108,674 | $8,410,251 | $12,256,467 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0570089).
Questions about NORTH AMERICAN TRANSMISSION FORUM INC
- What is the EIN of NORTH AMERICAN TRANSMISSION FORUM INC?
- The employer identification number (EIN) of NORTH AMERICAN TRANSMISSION FORUM INC is 27-0570089.
- Is NORTH AMERICAN TRANSMISSION FORUM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2009.
- Are donations to NORTH AMERICAN TRANSMISSION FORUM INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NORTH AMERICAN TRANSMISSION FORUM INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NORTH AMERICAN TRANSMISSION FORUM INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTH AMERICAN TRANSMISSION FORUM INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of NORTH AMERICAN TRANSMISSION FORUM INC?
- The 990 for the year ended December 31, 2024 lists 21 people; 5 received compensation from the organization, the highest $789,158 (Thomas J Galloway, President & CEO).
- How much revenue does NORTH AMERICAN TRANSMISSION FORUM INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $10,733,977, expenses of $10,140,789 and total assets of $7,456,028 at year end.
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