2024-09-30T10:24:02-05:00 2023-12-31 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2023-01-01 521559709 THE NATIONAL ENERGY AND UTILITY AFFORDABILITY COALITION NATI 2028388375 PO BOX 33878 WASHINGTON DC 20033 KATRINA METZLER EXECUTIVE DIRECTOR 2028388375 2024-09-26 1 1 GLENN MILLER CPA P00086726 7035190990 2024-09-26 2023 2024-10-15 13:58:12Z KATRINA METZLER PO BOX 33878 WASHINGTON DC 20033 1373598 0 X NEUAC.ORG X 1987 MO THE NATIONAL ENERGY AND UTILITY AFFORDABILITY COALITION (NEUAC), A 501(C)(3) NONPROFIT ORGANIZATION, IS A BROAD-BASED COALITION OF DIVERSE MEMBERS DEDICATED TO HEIGHTENING AWARENESS OF THE ENERGY AND UTILITY AFFORDABILITY NEEDS OF VULNERABLE HOUSEHOLDS, FOSTERING PUBLIC-PRIVATE PARTNERSHIPS, AND ENGAGING IN ADVOCACY, EDUCATION, AND OTHER ACTIVITIES TO HELP ADDRESS THESE NEEDS. NEUAC'S VISION IS FOR ALL PEOPLE TO HAVE ACCESS TO THE ENERGY AND UTILITY RESOURCES THEY NEED TO LIVE IN A SAFE AND HEALTHY WAY. 33 33 2 75 0 0 486075 555910 566175 775689 25 9822 16979 32177 1069254 1373598 0 0 0 0 287201 308623 0 0 33775 733789 779280 1020990 1087903 48264 285695 1190136 1469961 116803 110933 1073333 1359028 X THE NATIONAL ENERGY AND UTILITY AFFORDABILITY COALITION (NEUAC) IS A BROAD-BASED COALITION OF DIVERSE MEMBERS DEDICATED TO HEIGHTENING AWARENESS OF THE ENERGY AND UTILITY AFFORDABILITY NEEDS OF VULNERABLE HOUSEHOLDS, FOSTERING PUBLIC-PRIVATE PARTNERSHIPS, AND ENGAGING IN ADVOCACY, EDUCATION, AND OTHER ACTIVITIES TO HELP ADDRESS THESE NEEDS. 0 0 796526 0 623139 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. 142120 0 152550 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. 938646 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 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 3 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 33 33 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 KEELIE GUSTIN SECRETARY (THRU JUNE 2023) 1.00 X X 0 0 0 KIM RIKALO 2ND VICE PRESIDENT (THRU JUNE 2023) 1.00 X X 0 0 0 JOHN RICH TREASURER (FROM JUNE 2023) 1.00 X X 0 0 0 ENRIQUE HERNANDEZ TREASURER (THRU JUNE 2023) 1.00 X X 0 0 0 MICHAEL BELL SECRETARY (FROM JUNE 2023) 1.00 X X 0 0 0 RHONDA HARPER PAST PRESIDENT (THRU JUNE 2023) 1.00 X X 0 0 0 CELIA ANDRADE DIRECTOR 1.00 X 0 0 0 LAURA BAYONA DIRECTOR 1.00 X 0 0 0 ANDREW BENNET DIRECTOR (FROM JUNE 2023) 1.00 X 0 0 0 TODD BERREMAN DIRECTOR 1.00 X 0 0 0 MIKE BRADFORD DIRECTOR 1.00 X 0 0 0 LIZ BRISTER DIRECTOR (FROM JUNE 2023) 1.00 X 0 0 0 LATOYA BUTLER DIRECTOR (FROM JUNE 2023) 1.00 X 0 0 0 KELLY CAPLAN DIRECTOR 1.00 X 0 0 0 DAVID CONN DIRECTOR 1.00 X 0 0 0 AMANDA DEWEY DIRECTOR 1.00 X 0 0 0 MARIETTA DONEY DIRECTOR (FROM JUNE 2023) 1.00 X 0 0 0 JULIE GARCIA DIRECTOR 1.00 X 0 0 0 SAKINAH HOWARD DIRECTOR (FROM APRIL 2023) 1.00 X 0 0 0 TONY HUNT DIRECTOR 1.00 X 0 0 0 KATHLEEN KERR DIRECTOR 1.00 X 0 0 0 HALY LAASME DIRECTOR 1.00 X 0 0 0 MICHELLE LEHMAN DIRECTOR (FROM JUNE 2023) 1.00 X 0 0 0 MARCELA LENOX DIRECTOR (FROM JUNE 2023) 1.00 X 0 0 0 BRITTANY LYKE DIRECTOR 1.00 X 0 0 0 KEVIN MCGRATH DIRECTOR (FROM SEPT 2023) 1.00 X 0 0 0 CAROLYN PERRY 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 GLENIS SCOTT DIRECTOR (FROM JUNE 2023) 1.00 X 0 0 0 SHANNON STAHLEY DIRECTOR 1.00 X 0 0 0 GARY SWAN DIRECTOR (FROM JUNE 2023) 1.00 X 0 0 0 BONNIE TEMME DIRECTOR 1.00 X 0 0 0 GABE TERRY DIRECTOR (FROM JUNE 2023) 1.00 X 0 0 0 SILVIA ALDANA DIRECTOR (THRU JUNE 2023) 1.00 X 0 0 0 JOE DIAMOND DIRECTOR (THRU JUNE 2023) 1.00 X 0 0 0 ALISON DONOVAN DIRECTOR (THRU SEPT 2023) 1.00 X 0 0 0 FAYE KINNER DIRECTOR (THRU JUNE 2023) 1.00 X 0 0 0 JOHN SARVER DIRECTOR (THRU JUNE 2023) 1.00 X 0 0 0 ANGIE STERNER DIRECTOR (THRU JUNE 2023) 1.00 X 0 0 0 TAMARA JOHNSON DIRECTOR (THRU MAY 2023)) 1.00 X 0 0 0 MATT TREADWELL DIRECTOR (THRU JUNE 2023) 1.00 X 0 0 0 KENYA VAN EYKEN DIRECTOR (THRU JUNE 2023) 1.00 X 0 0 0 RASHEEDA DAVIS DIRECTOR (THRU JUNE 2023) 1.00 X 0 0 0 KATRINA METZLER EXECUTIVE DIRECTOR 40.00 X 151950 0 31052 151950 0 31052 1 0 1 0 0 76000 479910 555910 ANNUAL CONFERENCE 900099 623139 623139 MEMBERSHIP DUES 900099 152550 152550 775689 9822 9822 MISCELLANEOUS 900099 32177 32177 32177 1373598 775689 0 41999 X 183002 137251 27451 18300 100859 75644 15129 10086 3564 2673 535 356 1511 1133 227 151 19687 14765 2953 1969 14484 14484 144311 129257 15054 23196 37 23159 7861 5895 1180 786 12669 9502 1900 1267 8597 6448 1289 860 562568 556041 6527 5594 5594 1087903 938646 115482 33775 540010 350143 440043 909970 153500 156500 16638 25829 39945 27519 1190136 1469961 16662 17983 59606 64841 40535 28109 116803 110933 X 719833 938528 353500 420500 1073333 1359028 1190136 1469961 285695 0 X 0 1 X 1 0 X 458950 419732 372404 486075 555910 2293071 458950 419732 372404 486075 555910 2293071 553808 1739263 1330 196 97 25 9822 11470 2304541 2227869 0.75470 0.63470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 16938 0 0 16938 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 28109 28109 1373598 0 1373598 0 1373598 1087903 0 1087903 0 1087903 X X X X X 0 0 0 0 0 0 0 0 0 KATRINA METZLER EXECUTIVE DIRECTOR 147438 0 4512 0 0 0 6186 0 24866 0 183002 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 6,388. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,801. CONFERENCE & EVENT PLANNING CONSULTANT: PROGRAM SERVICE EXPENSES 88,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,000. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 10,844. MANAGEMENT AND GENERAL EXPENSES 8,666. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,510.