2023-08-22T11:58:44-05:00 2023-02-28 731185089 ARLEDGE & ASSOCIATES PC 309 N BRYANT AVENUE EDMOND OK 73034 990 2022-03-01 822979724 WATER INDUSTRY ADVANCEMENT & SUSTAINABILITY INSTITUTE WATE 5802520629 2915 S 13TH STREET DUNCAN OK 73533 BRIAN CHURCHMAN CFO 5802520629 2023-08-22 1 BRIAN CHURCHMAN XXX-XX-XXXX 1 JENNIFER LINDSTROM P02083973 4053480615 2023-08-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRIAN CHURCHMAN 2915 S 13TH STREET DUNCAN OK 73533 0 0 X WWW.NRWA.ORG X 2018 OK TO FURTHER THE ADVANCEMENT AND SUSTAINABILITY OF WATER AND WASTEWATER UTILITIES. 3 3 0 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 36325 130603 36325 130603 -36325 -130603 140067 32676 7090 30302 132977 2374 TO FURTHER THE ADVANCEMENT AND SUSTAINABILITY OF WATER AND WASTEWATER UTILITIES. 0 0 26121 COMPILATION AND DISSEMINATION OF INFORMATION, DATA, TRAINING, AND SERVICES WITH RESPECT TO THE ADVANCEMENT AND SUSTAINABILITY OF COMMUNITY WATER AND WASTEWATER SYSTEMS SERVING THE GENERAL PUBLIC. 26121 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 OK X X BRIAN CHURCHMAN 5802520629 2915 S 13TH STREET DUNCAN OK 73533 JOHN O'CONNELL PRESIDENT 0.10 X 0 0 0 PHILLIP COMBS SENIOR VICE PRESIDENT 0.10 X 0 0 0 CHRIS KENYON VICE PRESIDENT 0.10 X 0 0 0 DAVID BAIRD PRESIDENT (FORMER) 0.00 X 0 0 0 MATTHEW HOLMES CEO 1.00 X 0 356768 53122 BRIAN CHURCHMAN CFO 1.00 X 0 224279 44496 0 581047 97618 0 0 1 0 0 0 0 0 0 X 130603 26121 104482 130603 26121 104482 0 140067 32676 140067 32676 7090 30302 7090 30302 X 132977 2374 132977 2374 140067 32676 -130603 0 X 0 0 0 X 50000 300000 20094 0 0 370094 50000 300000 20094 370094 370094 370094 1.00000 1.00000 X 0 0 0 0 0 0 0 0 0 MATTHEW HOLMES CEO 0 356768 0 0 0 0 0 9142 0 43980 0 409890 0 0 BRIAN CHURCHMAN CFO 0 224279 0 0 0 0 0 6847 0 37649 0 268775 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES THE RETURN ELECTRONICALLY TO THE BOARD AND PROVIDES THEM WITH APPROPRIATE TIME TO REVIEW AND COMMENT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY. FORM 990, PART IX, LINE 11G TRAINING AND DEVELOPMENT SPECIALIST: PROGRAM SERVICE EXPENSES 26,121. MANAGEMENT AND GENERAL EXPENSES 104,482. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 130,603. NATIONAL RURAL WATER ASSOCIATION 2915 S 13TH STREET DUNCAN OK 73533 731006395 CULTIVATE OPPORTUNITES FOR STATE ASSOCIATIONS OK 501(C)(6) N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 WE REQUEST THAT A WAIVER OF PENALTIES IS GRANTED UNDER CFR 26 301.6724-1(C)(1) REASONABLE CAUSE FOR TAX YEAR ENDING FEBRUARY 28, 2023. THE TAXPAYER, WATER INDUSTRY ADVANCEMENT & SUSTAINABILITY INSTITUTE, ACTED IN A RESPONSIBLE MANNER UNDER CFR 26 301.6724-1(D) PRIOR TO THE FILING DEADLINE BY EXERCISING ORDINARY BUSINESS CARE AND PRUDENCE IN MAINTAINING A DILIGENT RECORD OF COMPLIANCE WITH ALL INTERNAL REVENUE LAWS AND PROCEDURES (301.6724-1(B)(2)). WE WOULD ALSO LIKE TO SHOW THAT THE TAXPAYER HAS A HISTORY OF TIMELY FILING THEIR TAX RETURNS BY PROVIDING THE FOLLOWING FILING INFORMATION FOR THE 3 YEARS PRIOR: TAX YEAR ENDED FEBRUARY 28, 2020: RETURN EXTENDED TO 1/15/2021 AND RETURN FILED 7/01/2020 TAX YEAR ENDED FEBRUARY 28, 2021: RETURN EXTENDED TO 1/15/2022 AND RETURN FILED 7/08/2021 TAX YEAR ENDED FEBRUARY 28, 2022: RETURN EXTENDED TO 1/15/2023 AND RETURN FILED 5/26/2022SUBSEQUENTLY, UPON DISCOVERY OF THE FAILURE, JULY 24, 2023, CORRECTIVE MEASURES WERE TAKEN AS PROMPTLY AS POSSIBLE AND WATER INDUSTRY ADVANCEMENT & SUSTAINABILITY INSTITUTE INTENDS TO CONTINUE TO COMPLY WITH THE LAW AT ALL TIMES.PRIOR TO THE FILING DEADLINE, THE TAXPAYER COMMUNICATED WITH THEIR AGENT, ARLEDGE & ASSOCIATES, THE NECESSARY INFORMATION TO PREPARE A TIMELY EXTENSION (CFR 26 301.6724-1(C)(5)(I)). DUE TO CIRCUMSTANCES BEYOND THE AGENT'S CONTROL, THE EXTENSION WAS PREPARED, BUT THE ELECTRONIC FILING WAS NOT RELEASED TO THE IRS. UPON DISCOVERY OF THE FAILURE, THE AGENT IMMEDIATELY COMMUNICATED WITH THE CLIENT IN ORDER TO PREPARE AND FILE THE TAX RETURN AS QUICKLY AS POSSIBLE. WE RESPECTFULLY REQUEST A WAIVER OF LATE FILING PENALTIES OF APPROXIMATELY 35 DAYS.