2023-10-18T12:17:17-05:00 2022-12-31 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2022-01-01 521559709 THE NATIONAL ENERGY AND UTILITY AFFORDABILITY COALITION NATI 2028388375 PO BOX 33878 WASHINGTON DC 20033 KATRINA METZLER EXECUTIVE DIRECTOR 2028388375 2023-10-12 1 KATRINA METZLER 999009999 1 GLENN MILLER CPA P00086726 7035190990 2023-10-12 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATRINA METZLER PO BOX 33878 WASHINGTON DC 20033 1069254 0 X NEUAC.ORG X 1987 MO THE NATIONAL ENERGY AND UTILITY AFFORDABILITY COALITION IS A BROAD-BASED COALITION OF DIVERSE MEMBER ORGANIZATIONS AND INDIVIDUALS DEDICATED TO HEIGHTENING AWARENESS OF THE UTILITY NEEDS OF INCOME-CONSTRAINED UTILITY CONSUMERS, FOSTERING PUBLIC-PRIVATE PARTNERSHIPS AND ENGAGING IN OTHER ACTIVITIES TO HELP ADDRESS THESE NEEDS. 34 34 2 75 0 0 372404 486075 221653 566175 97 25 0 16979 594154 1069254 500 0 0 0 245087 287201 0 0 31945 249119 733789 494706 1020990 99448 48264 1075491 1190136 50422 116803 1025069 1073333 X THE NATIONAL ENERGY AND UTILITY AFFORDABILITY COALITION IS A BROAD-BASED COALITION OF DIVERSE MEMBER ORGANIZATIONS AND INDIVIDUALS DEDICATED TO HEIGHTENING AWARENESS OF THE UTILITY NEEDS OF INCOME-CONSTRAINED UTILITY CONSUMERS, FOSTERING PUBLIC-PRIVATE PARTNERSHIPS AND ENGAGING IN OTHER ACTIVITIES TO HELP ADDRESS THESE NEEDS. 0 0 741045 0 434525 EDUCATION AND TRAINING: THE NATIONAL ENERGY AND UTILITY AFFORDABILITY COALITION (NEUAC) HAS HOSTED AN ANNUAL CONFERENCE TO PROVIDE EDUCATION AND TRAINING FOR UTILITY ASSISTANCE STAKEHOLDERS FOR MORE THAN 30 YEARS. UP TO 800 ATTENDEES PARTICIPATE ANNUALLY, SPANNING THE COUNTRY FROM NONPROFIT ORGANIZATIONS, GOVERNMENT, TRIBAL AND UTILITY SECTORS. TOPICS INCLUDE ENERGY INSECURITY, SERVING VULNERABLE POPULATIONS, ENERGY EFFICIENCY AND RENEWABLES, WATER AFFORDABILITY, UNDERSTANDING FEDERAL ASSISTANCE PROGRAMS, AND COMMUNITY OUTREACH AND EDUCATION. NEUAC PROVIDES ADDITIONAL EDUCATION OPPORTUNITIES THROUGHOUT THE YEAR THROUGH WEBINARS, BRIEFINGS, AND TECHNICAL ASSISTANCE FOR ITS MEMBERS AND OTHER INTERESTED STAKEHOLDERS. NEUAC BRIDGES THE GAP BETWEEN STATES, SOCIAL SERVICE ORGANIZATIONS AND UTILITIES TO EMPOWER THEM TO WORK TOGETHER AND LEARN FROM EACH OTHER IN TIMES OF ENERGY AND POVERTY CRISIS. THE ORGANIZATION ALSO RESPONDS TO MEDIA REQUESTS FOR INFORMATION ON UTILITY ASSISTANCE POLICY AND PROGRAMMING. 141746 0 131650 RESEARCH AND ADVOCACY: THE NATIONAL ENERGY AND UTILITY AFFORDABILITY COALITION (NEUAC) PROVIDES POLICY ANALYSIS, ADVOCACY, AND RESEARCH ON FEDERAL ENERGY POLICIES TO NEARLY 300 MEMBER ORGANIZATIONS AND OTHER INTERESTED STAKEHOLDERS. TOPICS COVERED INCLUDE IMPLEMENTATION OF THE LOW INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP), INNOVATIVE PROGRAM DESIGN AND PARTNERSHIPS, NEWS FROM THE FIELD OF ENERGY ASSISTANCE, WEATHERIZATION AND ENERGY EFFICIENCY, AND WATER AFFORDABILITY. NEUAC PROVIDES ITS MEMBERS WITH TOOLS TO ADVOCATE FOR LIHEAP AND OTHER FUNDING TO SUPPORT INCOME-CONSTRAINED FAMILIES, AS WELL AS KNOWLEDGE OF GOVERNMENT POLICIES AND INITIATIVES AND OTHER RESOURCES TO SUPPORT THEIR WORK ON INCOME CONSTRAINT ISSUES. EACH YEAR, NEUAC HOSTS LIHEAP ACTION DAY, A TWO-DAY PROGRAM FOR EFFECTIVE ADVOCACY TRAINING, POLICY DISCUSSION, AND NETWORKING, IN ADDITION TO MEETINGS WITH POLICYMAKERS ON THE HILL. 882791 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 0 1 8 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 34 34 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X KATRINA METZLER 2028388375 PO BOX 33878 WASHINGTON DC 20033 TANYA JONES PRESIDENT 1.00 X X 0 0 0 KIM CAMPBELL HAILEY 1ST VICE PRESIDENT 1.00 X X 0 0 0 KIM RIKALO 2ND VICE PRESIDENT 1.00 X X 0 0 0 ENRIQUE HERNANDEZ TREASURER 1.00 X X 0 0 0 KEELIE GUSTIN SECRETARY 1.00 X X 0 0 0 RHONDA HARPER PAST PRESIDENT 1.00 X X 0 0 0 KELLY CAPLAN DIRECTOR 1.00 X 0 0 0 SILVIA ALDANA DIRECTOR 1.00 X 0 0 0 CELIA ANDRADE DIRECTOR 1.00 X 0 0 0 MIKE BRADFORD DIRECTOR 1.00 X 0 0 0 DAVID CONN DIRECTOR 1.00 X 0 0 0 JOE DIAMOND DIRECTOR 1.00 X 0 0 0 ALISON DONOVAN DIRECTOR 1.00 X 0 0 0 KATHLEEN KERR DIRECTOR 1.00 X 0 0 0 FAYE KINNER DIRECTOR 1.00 X 0 0 0 HALY LAASME DIRECTOR 1.00 X 0 0 0 CHAD QUINN DIRECTOR 1.00 X 0 0 0 FRANK RAPLEY DIRECTOR 1.00 X 0 0 0 JOHN RICH DIRECTOR 1.00 X 0 0 0 JOHN SARVER DIRECTOR 1.00 X 0 0 0 ANGIE STERNER DIRECTOR 1.00 X 0 0 0 BONNIE TEMME DIRECTOR 1.00 X 0 0 0 AMANDA DEWEY DIRECTOR (FROM JAN 2022) 1.00 X 0 0 0 TODD BERREMAN DIRECTOR (FROM JUNE 2022) 1.00 X 0 0 0 JULIE GARCIA DIRECTOR (FROM JUNE 2022) 1.00 X 0 0 0 TONY HUNT DIRECTOR (FROM JUNE 2022) 1.00 X 0 0 0 TAMARA JOHNSON DIRECTOR (FROM JUNE 2022) 1.00 X 0 0 0 BRITTANY LYKE DIRECTOR (FROM JUNE 2022) 1.00 X 0 0 0 CAROLYN PERRY DIRECTOR (FROM JUNE 2022) 1.00 X 0 0 0 MATT TREADWELL DIRECTOR (FROM JUNE 2022) 1.00 X 0 0 0 KENYA VAN EYKEN DIRECTOR (FROM JULY 2022) 1.00 X 0 0 0 RASHEEDA DAVIS DIRECTOR (FROM NOV 2022) 1.00 X 0 0 0 LAURA BAYONA DIRECTOR (FROM DEC 2022) 1.00 X 0 0 0 ARIEL DREHOBL DIRECTOR (THRU JAN 2022) 1.00 X 0 0 0 EDITH BALTIERREZ DIRECTOR (THRU JUNE 2022) 1.00 X 0 0 0 GERRI DRUMMOND DIRECTOR (THRU JUNE 2022) 1.00 X 0 0 0 SAUNTEEL JENKINS DIRECTOR (THRU JUNE 2022) 1.00 X 0 0 0 NANCY LOEHR DIRECTOR (THRU JUNE 2022) 1.00 X 0 0 0 TAMMY MAYNOR DIRECTOR (THRU JUNE 2022) 1.00 X 0 0 0 JACQUIE MOSS DIRECTOR (THRU JUNE 2022) 1.00 X 0 0 0 SARAH SCHAFFER DIRECTOR (THRU JUNE 2022) 1.00 X 0 0 0 CHERYL STOWELL DIRECTOR (THRU JUNE 2022) 1.00 X 0 0 0 TONYA ANDERSON DIRECTOR (THRU JULY 2022) 1.00 X 0 0 0 KENLEY FARMER DIRECTOR (THRU SEPT 2022) 1.00 X 0 0 0 TANASIA POKE DIRECTOR (THRU NOV 2022) 1.00 X 0 0 0 CHERE COLEMAN DIRECTOR (THRU DEC 2022) 1.00 X 0 0 0 STEVE WHITWORTH DIRECTOR (THRU DEC 2022) 1.00 X 0 0 0 KATRINA METZLER EXECUTIVE DIRECTOR 40.00 X 139595 0 35552 139595 0 35552 1 0 1 0 0 90000 396075 486075 ANNUAL CONFERENCE 900099 434525 434525 MEMBERSHIP DUES 900099 131650 131650 566175 25 25 16979 16979 16979 1069254 566175 0 17004 X 175147 131360 26272 17515 89622 67217 13443 8962 2667 2000 400 267 1192 894 179 119 18573 13930 2786 1857 15635 15635 124680 114413 10267 18161 1601 16560 6735 5052 1010 673 12890 9668 1934 1288 12650 9488 1898 1264 537300 527168 10132 5738 5738 1020990 882791 106254 31945 439474 540010 464017 440043 154000 153500 18000 16638 0 39945 1075491 1190136 11822 16662 38600 59606 0 40535 50422 116803 X 731069 719833 294000 353500 1025069 1073333 1075491 1190136 48264 0 X 1 X 0 1 0 X 490702 458950 419732 372404 486075 2227863 490702 458950 419732 372404 486075 2227863 812489 1415374 338 1330 196 97 25 1986 2229849 1897013 0.63470 0.60250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 20930 0 0 20930 0 PART II-B, LINE 1: THE NATIONAL ENERGY AND UTILITY AFFORDABILITY COALITION ADVOCATES FOR UTILITY ASSISTANCE VIA SCHEDULED MEETINGS WITH STAFF AND MEMBERS OF CONGRESS, HOSTING AN ACTION DAY FLY-IN TO SUPPORT THE LOW INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP), AND LEADING OR SUPPORTING EFFORTS ON VARIOUS LETTERS THROUGHOUT THE YEAR, INCLUDING THE OPEN LETTER TO CONGRESS IN SUPPORT OF LIHEAP. ON ALL POLICY ISSUES, NEUAC STRIVES TO FORWARD OUR MISSION TO HEIGHTEN THE AWARENESS OF ENERGY NEEDS OF LIMITED INCOME HOUSEHOLDS. WE REPRESENT OUR MEMBERSHIP, WHICH INCLUDES NONPROFITS, COMMUNITY ACTION AGENCIES, FUEL FUNDS, UTILITIES, AND OTHER ENERGY AFFORDABILITY STAKEHOLDERS. 0 OPERATING LEASE LIABILITY 40535 40535 X X X X X 0 0 0 0 0 0 0 0 0 KATRINA METZLER EXECUTIVE DIRECTOR 134126 0 5469 0 0 0 4959 0 30593 0 175147 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE NATIONAL ENERGY AND UTILITY AFFORDABILITY COALITION SHALL BE OPEN TO ORGANIZATIONS WITH LOW-INCOME ENERGY/UTILITY PROGRAMS AND OTHER INDIVIDUALS, GROUPS, ORGANIZATIONS AND/OR CORPORATIONS WHICH SHARE THE PURPOSES AND OBJECTIVES OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERSHIP HAS THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY (UP TO 35 VOTING MEMBERS) AND THE MEMBERS OF THE GOVERNING BODY ELECT THE ORGANIZATION'S OFFICERS (PRESIDENT, FIRST VICE PRESIDENT, ETC.). FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE AND REVIEWED AND APPROVED BY THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE EXECUTIVE COMMITTEE MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS FOR SIMILAR SERVICES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART IX, LINE 11G IT AND SYSTEMS CONSULTANT: PROGRAM SERVICE EXPENSES 30,413. MANAGEMENT AND GENERAL EXPENSES 6,277. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,690. CONFERENCE & EVENT PLANNING CONSULTANT: PROGRAM SERVICE EXPENSES 84,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,000. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,990. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,990.