Form 990 for tax year 2023
Filed by THE NATIONAL ASSOCIATION OF STATE ENERGY OFFICIALS.
Totals
- Total revenue
- $7,921,921
- Total expenses
- $7,095,403
- Contributions and grants received
- $90,000
- Grants paid
- $0
- Program service revenue
- $7,715,284
- Investment income
- $116,637
- Other revenue
- $0
- Total assets, end of year
- $6,889,154
- Total liabilities, end of year
- $3,293,209
- Net assets or fund balances, end of year
- $3,595,945
- Program services expenses (Part IX)
- $6,867,612
- Management and general expenses
- $227,791
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $6,867,612
Program services were 96.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JOHN WILLIAMS
CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
MOLLY CRIPPS
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
EDDY TREVINO
TREASURER
- Total calculated
- $0
- Hours/week
- 3 + 0.25 related
-
WILL TOOR
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
ANDREW MCALLISTER
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
JULIE STAVELAND
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
NICK BURGER
REGIONAL REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
KATIE DYKES
REGIONAL REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
REBECCA RESPICIO
REGIONAL REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
NICHOLAS PRESERVATI
REGIONAL REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
JOE PATER
REGIONAL REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
EMILY WILBUR
REGIONAL REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
DAN BURGESS
REGIONAL REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
MARIA EFFERTZ
REGIONAL REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
KENYA STUMP
REGIONAL REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
MITCHELL SIMPSON
REGIONAL REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
MICHAEL FURZE
REGIONAL REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
BEN BROUWER
REGIONAL REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
RICHARD STOVER
REGIONAL REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
DAVID TERRY
PRESIDENT
- Total calculated
- $548,192
- From this org
- $494,758
- From related orgs
- $0
- Other
- $53,434
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $459,435
- Bonus
- $0
- Other
- $35,323
- Deferred
- $33,000
- Nontaxable benefits
- $20,434
- Filer's total
- $548,192
-
SUSAN STOCKER
CHIEF FINANCIAL OFFICER
- Total calculated
- $217,882
- From this org
- $184,000
- From related orgs
- $0
- Other
- $33,882
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,000
- Bonus
- $1,000
- Other
- $0
- Deferred
- $18,300
- Nontaxable benefits
- $15,582
- Filer's total
- $217,882
-
ALEXANDRA FAZELI-FARD
SENIOR MANAGING DIRECTOR
- Total calculated
- $221,648
- From this org
- $192,260
- From related orgs
- $0
- Other
- $29,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $191,260
- Bonus
- $1,000
- Other
- $0
- Deferred
- $19,702
- Nontaxable benefits
- $9,686
- Filer's total
- $221,648
-
CASSANDRA POWERS
CHIEF OF STAFF
- Total calculated
- $228,874
- From this org
- $199,428
- From related orgs
- $0
- Other
- $29,446
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $198,128
- Bonus
- $1,300
- Other
- $0
- Deferred
- $19,813
- Nontaxable benefits
- $9,633
- Filer's total
- $228,874
-
KIRSTEN VERCLAS
SENIOR MANAGING DIRECTOR
- Total calculated
- $179,362
- From this org
- $153,949
- From related orgs
- $0
- Other
- $25,413
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $149,449
- Bonus
- $4,500
- Other
- $0
- Deferred
- $14,945
- Nontaxable benefits
- $10,468
- Filer's total
- $179,362
-
RODNEY SOBIN
SENIOR FELLOW
- Total calculated
- $196,246
- From this org
- $161,130
- From related orgs
- $0
- Other
- $35,116
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,333
- Bonus
- $750
- Other
- $5,047
- Deferred
- $15,096
- Nontaxable benefits
- $20,020
- Filer's total
- $196,246
-
SHEMIKA PUGH SPENCER
SENIOR DIRECTOR
- Total calculated
- $158,078
- From this org
- $137,378
- From related orgs
- $0
- Other
- $20,700
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,378
- Bonus
- $1,000
- Other
- $0
- Deferred
- $9,292
- Nontaxable benefits
- $11,408
- Filer's total
- $158,078
-
EDWARD CARLEY
SENIOR PROGRAM DIRECTOR
- Total calculated
- $156,310
- From this org
- $133,298
- From related orgs
- $0
- Other
- $23,012
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $132,798
- Bonus
- $500
- Other
- $0
- Deferred
- $13,168
- Nontaxable benefits
- $9,844
- Filer's total
- $156,310
-
TRACEY KOHLER
SENIOR DIRECTOR
- Total calculated
- $148,817
- From this org
- $125,343
- From related orgs
- $0
- Other
- $23,474
- Hours/week
- 40
-
CATHERINE REED
SENIOR PROGRAM DIRECTOR
- Total calculated
- $142,921
- From this org
- $115,094
- From related orgs
- $0
- Other
- $27,827
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · PROVIDING EDUCATION, TRAINING AND OUTREACH TO STATE ENERGY OFFICIALS · DC · controlled entity
Directly controlled by NATIONAL ASSOCIATION OF STATE ENERGY OFFICIALS
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530739349300718
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.