Western Energy Institute
Nonprofit profile at a glance
- EIN
- 931068802
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Portland, OR, USA
- Phone
- 5032311994
- Rating confidence
- Limited
Reported finances
- Revenue
- $5,649,598
- Expenses
- $5,878,555
- Assets
- $4,693,171
- Liabilities
- $2,601,856
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
75 people listed
Executive titles in this filing
- KEVIN SULLIVAN (PRESIDENT & SECRETARY)
Highest reported compensation
- KEVIN SULLIVAN (PRESIDENT & SECRETARY): $356,664 total reported compensation
- ERIC CHRISTENSON (DIRECTOR OF EDUCATION AND TRAINING): $178,377 total reported compensation
- STEPHANIE KNAUSS-CRADER (CHIEF OPERATING OFFICER): $166,637 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
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.
What it reported doing in 2024
Conferences and meetings: accounting leadership, annual meeting, board of directors, chief information officer, claims and damage recovery, corporate communication, customer and corporate symposium, customer strategies, emergency response and assistance practices, energy management, executive planning committee, facilities and workplace experience, fleet management, general counsel, human resources, hydrogen engineers, incident management and organizational resiliency, integrated resource planning, joint use, key accounts, operations business strategies-electric, operations conference, overhead underground electric distribution, project management and utilities, renewable and low carbon gases, safety summit, secondary network, strategic planning, substation operations, supply chain and procurement management, talent management, western region mutual assistance agreement (wrmaa) annual meeting, wildfire planning and mitigation, women in energy symposium.
Operating model
- Revenue model
- Earned-program. 98% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 71
- Accountability: 91
- Sustainability: 23
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 2 of 6 controls in place; rating input score 33
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 78
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Fail
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -4.1%; rating input score 22; 22nd percentile among comparable filings
- Total-asset coverage ratio: 0.8; rating input score 30; 30th percentile among comparable filings
- Liabilities to assets ratio: 0.55; rating input score 18; 18th percentile among comparable filings
- Officer compensation ratio: 19.3%; rating input score 13; 13th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 5.6% per year; rating input score 100; 46th percentile among comparable filings
- Asset growth: 6% per year; rating input score 100; 40th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 58 of 58 board members independent · 7 of 9 filing controls reported
- Programs: 3 filed program accomplishments
- Leadership: top reported pay $357K · 75 people listed · 2 of 6 pay-setting controls reported
- Consistency: 13 of 13 current checks pass
- Schedules: 4 filed schedules · includes executive pay
- Filing history: 15 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 6 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: 2 of 9 not reported.
- High — Sustainability: Operating margin scored 22/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 30/100.
- High — Sustainability: Officer compensation ratio scored 13/100.
- High — Sustainability: Liabilities to assets ratio scored 18/100.