2026-01-15T10:11:35-06:00 2025-02-28 730604334 FINLEY & COOK PLLC 1421 E 45TH ST SHAWNEE OK 748041447 990 2024-03-01 731006395 NATIONAL RURAL WATER ASSOCIATION NATI 5802520629 2915 S 13TH STREET DUNCAN OK 73533 BRIAN CHURCHMAN CFO 5802520629 2026-01-15 1 0 JONATHAN GAUSS P00047376 4058787300 2024 2025-03-06 01:10:19Z BRIAN CHURCHMAN 2915 S 13TH STREET DUNCAN OK 73533 106361914 0 X WWW.NRWA.ORG X 1976 OK TO STRENGTHEN STATE ASSOCIATIONS. 49 49 62 49 303445 254302 68743532 73038286 1931443 2076382 832873 6276170 259253 396039 71767101 81786877 57170506 60927870 0 0 6485342 8210599 0 0 0 4537866 5401167 68193714 74539636 3573387 7247241 80853175 89126630 18183104 19649350 62670071 69477280 TO CULTIVATE OPPORTUNITIES FOR STATE ASSOCIATIONS TO BE SUCCESSFUL FOR THE BENEFITS OF THEIR MEMEBERS. 0 0 73852244 60927870 2168976 NRWA PROVIDES TRAINING AND TECHNICAL ASSISTANCE THROUGH 49 AFFILIATED STATE RURAL WATER ASSOCIATIONS, THAT CURRENTLY HAVE OVER 31,000 UTILITY SYSTEM MEMBERS. RURAL WATER TRAINING AND TECHNICAL ASSISTANCE COVERS EVERY ASPECT OF OPERATING, MANAGING, AND FINANCING WATER AND WASTEWATER UTILITIES. 73852244 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 31 0 62 1 1 1 0 0 0 0 0 0 0 X 49 49 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 OK X X THE ORGANIZATION 5802520629 2915 S 13TH STREET DUNCAN OK 73533 PHILLIP COMBS PRESIDENT 1.00 X X 0 0 0 CHRIS KENYON SR. VICE PRESIDENT 1.00 X X 0 0 0 DAVID PETERSON VICE PRESIDENT 1.00 X X 0 0 0 PAUL FULGHAM SECRETARY 1.00 X X 0 0 0 TOM GOULETTE TREASURER 1.00 X X 0 0 0 JOHN O'CONNELL IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JOHN CHOATE EXECUTIVE DIRECTOR 1.00 X X 0 0 0 TOM SPEER EXECUTIVE DIRECTOR 1.00 X X 0 0 0 JIMMY FOLCO EXECUTIVE DIRECTOR 1.00 X 0 0 0 ERIC HILL MEMBER 1.00 X 0 0 0 JANA LITTLEWOOD MEMBER 1.00 X 0 0 0 MATT RENCHER MEMBER 1.00 X 0 0 0 JOHN COVINGTON MEMBER 1.00 X 0 0 0 DANNIE MCMILLAN MEMBER 1.00 X 0 0 0 PAM MINELLA MEMBER 1.00 X 0 0 0 DAVID BAIRD MEMBER 1.00 X 0 0 0 ROBERT MUNRO MEMBER 1.00 X 0 0 0 RICK JEFFARES MEMBER 1.00 X 0 0 0 TONY CARRASCO MEMBER 1.00 X 0 0 0 BRAD ANDERSEN MEMBER 1.00 X 0 0 0 STEVE FLETCHER MEMBER 1.00 X 0 0 0 RANDY PLEIMA MEMBER 1.00 X 0 0 0 BILL SHROYER MEMBER 1.00 X 0 0 0 CRAIG SOLLBERGER MEMBER 1.00 X 0 0 0 JEFF DAY MEMBER 1.00 X 0 0 0 JAMES LATCHUM MEMBER 1.00 X 0 0 0 JAMES GOBEILLE MEMBER 1.00 X 0 0 0 LUKE HEIKKILA MEMBER 1.00 X 0 0 0 MACK LEE MEMBER 1.00 X 0 0 0 DAVID WALLER MEMBER 1.00 X 0 0 0 ALLEN KELM MEMBER 1.00 X 0 0 0 JOHN COFFEY MEMBER 1.00 X 0 0 0 JAMES MACKIE MEMBER 1.00 X 0 0 0 JOHN JONES MEMBER 1.00 X 0 0 0 NEIL CARPENTER MEMBER 1.00 X 0 0 0 MICHELE SCHOMMER MEMBER 1.00 X 0 0 0 FARON YOUNG MEMBER 1.00 X 0 0 0 ROBERT MOORE MEMBER 1.00 X 0 0 0 RUSSELL COOPER MEMBER 1.00 X 0 0 0 BOB BLOUGH MEMBER 1.00 X 0 0 0 LINDA EVANS MEMBER 1.00 X 0 0 0 RON GILLEN MEMBER 1.00 X 0 0 0 KENT WATSON MEMBER 1.00 X 0 0 0 JON THORNTON MEMBER 1.00 X 0 0 0 TOM DELBRIDGE MEMBER 1.00 X 0 0 0 DON ZUERN MEMBER 1.00 X 0 0 0 ALAN HAUGHT MEMBER 1.00 X 0 0 0 KEVIN MRAZ MEMBER 1.00 X 0 0 0 CHUCK MCVEY MEMBER 1.00 X 0 0 0 MATTHEW HOLMES CEO 48.00 X 379325 0 49564 BRIAN CHURCHMAN CFO 45.00 X 264508 0 45313 VERN STEEL COO 40.00 X 246258 0 44093 MICHAEL PRESTON DEPUTY DIRECTOR OF LEG. AF 40.00 X 248041 0 55209 WILLIAM SIMPSON LEGISLATIVE DIRECTOR 40.00 X 342832 0 30861 CHARLES STEPHENS SR. EXECUTIVE POLICY DIREC 40.00 X 261677 0 62358 SHANNAN WALTON APPRENTICESHIP PROGRAMS MANAGER 40.00 X 150543 0 26389 1893184 0 313787 7 0 1 0 0 1166516 71871770 73038286 CONFERENCES 900099 1580608 1580608 ASSET MANAGEMENT PROGRAM 900099 194402 194402 AFFINITY PROGRAMS 900099 112337 112337 RALLIES 900099 110402 110402 TRAINING 900099 57965 57965 20668 20668 2076382 1691408 1691408 29159799 24575037 4584762 4584762 4584762 ADVERTISING 513120 303445 303445 AFFILIATE SERVICES 900099 92594 92594 396039 81786877 2168976 303445 6276170 60867870 60867870 60000 60000 890090 845140 44950 4592443 4360525 231918 361353 343105 18248 1966873 1867546 99327 399840 379648 20192 43735 41526 2209 46158 43827 2331 263999 250667 13332 223755 212455 11300 9432 8956 476 220820 209669 11151 407880 387282 20598 863803 820181 43622 1074881 1020600 54281 62832 59659 3173 76693 72820 3873 CONTRACTS 659056 625774 33282 SUPPORT & SUPPORT MATER 513700 487758 25942 MEMBER SERVICES 250490 237840 12650 OTHER EXPENSE 212379 201654 10725 471554 447742 23812 74539636 73852244 687392 0 870888 781400 18315254 16226389 7565365 10078009 383501 657163 4433979 6650750 17435 15861 192269 285037 2816553 2398934 480451 417619 48022048 53599152 100000 100000 471985 315250 80853175 89126630 1440151 1306841 6557853 8561863 9713115 9465396 471985 315250 18183104 19649350 X 62670071 69477280 62670071 69477280 80853175 89126630 7247241 -440032 0 X X 0 1 X 1 1 1 1 0 0 10000 10000 2429387 2081321 348066 172038 112485 59553 205128 205128 0 417619 LEASE LIABILITIES 315250 315250 X 81346845 -440032 -440032 81786877 0 81786877 74539636 0 74539636 0 74539636 PART X, LINE 2: THE ASSOCIATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. CERTAIN ACTIVITIES OF THE ASSOCIATION ARE SUBJECT TO INCOME TAXES BECAUSE THEY ARE UNRELATED TO THE ASSOCIATION'S EXEMPT PURPOSE. NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED SINCE SUCH ACTIVITIES HAVE HISTORICALLY NOT GENERATED SIGNIFICANT TAXABLE INCOME. THE ASSOCIATION EVALUATES AND ACCOUNTS FOR ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ASC TOPIC 740, "INCOME TAXES," INCLUDING THE ASSOCIATION'S TAX POSITION AS A TAX-EXEMPT, NONPROFIT ENTITY. THROUGH ITS EVALUATION OF THE ASSOCIATION'S UNCERTAIN TAX POSITIONS, MANAGEMENT HAS DETERMINED THAT NO UNCERTAIN TAX POSITIONS EXISTED AS OF FEBRUARY 28, 2025, OR FEBRUARY 29, 2024, WHICH WOULD REQUIRE THE ASSOCIATION TO RECORD A LIABILITY FOR THE UNCERTAIN TAX POSITIONS IN ITS FINANCIAL STATEMENTS. THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES FOR YEARS BEFORE 2022. 1 ALABAMA RURAL WATER ASSOC 2576 BELL BLVD MONTGOMERY AL 36117 630733389 501(C)(6) 1406820 0 SUB-AWARD ALASKA RURAL WATER ASSOC 1075 CHECK STREET SUITE 106 WASILLA AK 99654 920175291 501(C)(3) 996378 0 SUB-AWARD RURAL WATER OF ARIZONA 879 N PLAZA DRIVE SUITE A101 APACHE JUNCTION AZ 85120 860660020 501(C)(6) 692667 0 SUB-AWARD ARKANSAS RURAL WATER ASSOC PO BOX 860 LONOKE AR 72086 710494563 501(C)(6) 1374688 0 SUB-AWARD ATLANTIC STATE WATER & WASTEWATER ASSOC 11 HIGH STREET SUITE 204 SUFFIELD CT 06078 010502709 501(C)(6) 429025 0 SUB-AWARD CALIFORNIA RURAL WATER ASSOC 1234 NORTH MARKET BLVD SACRAMENTO CA 95834 680224404 501(C)(6) 2025432 0 SUB-AWARD COLORADO RURAL WATER ASSOC 176 WEST PALMER LAKE DRIVE PUEBLO WEST CO 81007 840837786 501(C)(6) 1473726 0 SUB-AWARD DELAWARE RURAL WATER ASSOC 210 VICKERS DRIVE MILFORD DE 19963 510328726 501(C)(6) 782935 0 SUB-AWARD FLORIDA RURAL WATER ASSOC 2970 WELLINGTON CIRCLE TALLAHASSEE FL 32309 591934383 501(C)(3) 1509761 0 SUB-AWARD GEORGIA RURAL WATER ASSOC PO BOX 383 BERNESVILLE GA 30204 581373517 501(C)(6) 1168387 0 SUB-AWARD GRANITE STATE RURAL WATER ASSOC 47 MAIN STREET WALPOLE NH 03608 203427007 501(C)(6) 732482 0 SUB-AWARD HAWAII RURAL WATER ASSOC 65-118 MAMLAHOA HWY SUITE 2D KAMUELA HI 96743 270711752 501(C)(3) 1230170 0 SUB-AWARD IDAHO RURAL WATER ASSOC 6065 WEST CORPORAL LANE BOISE ID 83704 820416513 501(C)(3) 1229809 0 SUB-AWARD ILLINOIS RURAL WATER ASSOC PO BOX 49 TAYLORVILLE IL 62568 371075126 501(C)(6) 1402908 0 SUB-AWARD ALLIANCE OF INDIANA RURAL WATER ASSOC 555 WEST JEFFERSON STREET FRANKLIN IN 46131 204215691 501(C)(6) 1430357 0 SUB-AWARD IOWA RURAL WATER ASSOC 4221 S 22ND AVENUE EAST NEWTON IA 50208 421077034 501(C)(6) 1045787 0 SUB-AWARD KANSAS RURAL WATER ASSOC PO BOX 226 SENECA KS 66538 480849346 501(C)(3) 1566682 0 SUB-AWARD KENTUCKY RURAL WATER ASSOC 1151 OLD PORTER PIKE BOWLING GREEN KY 42103 610960314 501(C)(6) 1544929 0 SUB-AWARD LOUISIANA RURAL WATER ASSOC PO BOX 180 KINDER LA 70648 720839514 501(C)(6) 1343396 0 SUB-AWARD MAINE RURAL WATER ASSOC PO BOX 263 RICHMOND ME 04357 010366057 501(C)(6) 924113 0 SUB-AWARD MARYLAND RURAL WATER ASSOC PO BOX 225 WOODBINE MD 21797 521701257 501(C)(6) 877302 0 SUB-AWARD MASS RURAL WATER ASSOC 781 MILLERS FALL ROAD NORTHFIELD MA 01360 203451540 501(C)(6) 935484 0 SUB-AWARD MICHIGAN RURAL WATER ASSOC 2127 UNIVERSITY PARK DRIVE SUITE 3 HARRISON MI 48864 382946726 501(C)(3) 1068298 0 SUB-AWARD MINNESOTA RURAL WATER ASSOC 217 12TH AVENUE SE ELBOW LAKE MN 56531 411283589 501(C)(3) 1851153 0 SUB-AWARD MISSISSIPPI RURAL WATER ASSOC 5400 N MIDWAY ROAD RAYMOND MS 39154 640610464 501(C)(3) 1490844 0 SUB-AWARD MISSOURI RURAL WATER ASSOC 901 RICHARDSON DRIVE ASHLAND MO 65010 431071770 501(C)(6) 1495123 0 SUB-AWARD MONTANA RURAL WATER ASSOC 525 CENTRAL AVENUE GREAT FALLS MT 59401 810387265 501(C)(3) 1417279 0 SUB-AWARD NEBRASKA RURAL WATER ASSOC 3390 PONDEROSA DRIVE WAHOO NE 68066 470600532 501(C)(6) 1227531 0 SUB-AWARD NEW MEXICO RURAL WATER ASSOC 8336 WASHINGTON PLACE ALBUQUERQUE NM 87113 850353693 501(C)(6) 1266316 0 SUB-AWARD NEW YORK RURAL WATER ASSOC PO BOX 487 CLAVERACK NY 12513 222257996 501(C)(6) 1440218 0 SUB-AWARD NORTH CAROLINA RURAL WATER ASSOC PO BOX 540 WELCOME NC 27374 561152393 501(C)(6) 1288289 0 SUB-AWARD NORTH DAKOTA RURAL WATER SYSTEM ASSOC 2718 GATEWAY AVENUE BISMARK ND 58503 450337818 501(C)(3) 1421234 0 SUB-AWARD OHIO RURAL WATER ASSOC 55 WHITES ROAD ZANESVILLE OH 43701 310917953 501(C)(6) 1077885 0 SUB-AWARD OKLAHOMA RURAL WATER ASSOC PO BOX 95349 OKLAHOMA CITY OK 73143 237329973 501(C)(6) 1222793 0 SUB-AWARD OREGON ASSOC OF WATER UTILITIES 935 NORTH MAIN STEET INDEPENDENCE OR 97351 930702098 501(C)(6) 1395887 0 SUB-AWARD PENNSYLVANIA RURAL WATER ASSOC 138 WEST BISHOP STREET BELLEFONTE PA 16823 251584601 501(C)(6) 1093674 0 SUB-AWARD RHODE ISLAND RURAL WATER ASSOC 70 ROMANO VINEYARD WAY NORTH KINGSTOWN RI 02852 872165368 501(C)(6) 683436 0 SUB-AWARD SOUTH CAROLINA RURAL WATER ASSOC 128 STONEMARK LANE CLINTON SC 29210 570646037 501(C)(6) 1553784 0 SUB-AWARD SOUTH DAKOTA ASSOC OF RURAL WATER 203 WEST CENTER STREET SIOUX FALLS SD 57042 460340547 501(C)(6) 1618628 0 SUB-AWARD TENNESSEE ASSOC OF UTILITIES PO BOX 2529 MURFREESBORO TN 37133 621045726 501(C)(6) 1368928 0 SUB-AWARD TEXAS RURAL WATER ASSOC 1616 RIO GRAND STREET AUSTIN TX 78701 237014779 501(C)(6) 1715841 0 SUB-AWARD RURAL WATER ASSOC OF UTAH 14572 S 790 W STE A203 BLUFFDALE UT 84065 942716320 501(C)(3) 1301023 0 SUB-AWARD VERMONT RURAL WATER ASSOC 20 SUSIE WILSON ROAD SUITE B ESSEX JUNCTION VT 05452 030282848 501(C)(6) 948843 0 SUB-AWARD VIRGINIA RURAL WATER ASSOC 2138 SYCAMORE AVENUE BUENA VISTA VA 24416 521596825 501(C)(3) 1176337 0 SUB-AWARD WEST VIRGINIA RURAL WATER ASSOC 100 YOUNG STREET SCOTT DEPOT WV 25560 311139841 501(C)(6) 1326853 0 SUB-AWARD WISCONSIN RURAL WATER ASSOC 350 WATER WAY PLOVER WI 54467 391617442 501(C)(6) 1244361 0 SUB-AWARD WYOMING ASSOC OF RURAL WATER PO BOX 1750 GLENROCK WY 82637 452048727 501(C)(6) 918592 0 SUB-AWARD NEW JERSEY WATER ASSOC 505 US HIGHWAY 9 WARETOWN NJ 08734 223067737 501(C)(6) 869569 0 SUB-AWARD EVERGREEN PO BOX 2300 SHELTON WA 98584 910165196 501(C)(6) 1261913 0 SUB-AWARD SCHOLARSHIPS 11 60000 PART I, LINE 2: EACH STATE AFFILIATE IS REQUIRED TO HAVE A SET OF BOOKS FOR EACH PROGRAM THEY HAVE AND SUBMIT A MONTHLY FINANCIAL STATEMENT. NRWA REVIEWS THE FINANCIALS AND, IF WARRANTED, THE STATE IS ASKED TO SUBMIT A DETAILED GENERAL LEDGER AND/OR COPIES OF SUPPORTED DOCUMENTATION FOR ITEMS IN QUESTION. THE STATE AFFILIATE IS ALSO REQUIRED TO SUBMIT AN ANNUAL AUDIT AND THEIR DETAILED BUDGET, WHICH IS ALSO REVIEWED BY NRWA. X X X 0 0 0 MATTHEW HOLMES CEO 379325 0 0 0 0 0 24131 0 25433 0 428889 0 0 0 WILLIAM SIMPSON LEGISLATIVE DIRECTOR 342832 0 0 0 0 0 24150 0 6711 0 373693 0 0 0 CHARLES STEPHENS SR. EXECUTIVE POLICY DIREC 261677 0 0 0 0 0 19860 0 42498 0 324035 0 0 0 BRIAN CHURCHMAN CFO 264508 0 0 0 0 0 19595 0 25718 0 309821 0 0 0 MICHAEL PRESTON DEPUTY DIRECTOR OF LEG. AF 248041 0 0 0 0 0 18053 0 37156 0 303250 0 0 0 VERN STEEL COO 246258 0 0 0 0 0 18249 0 25844 0 290351 0 0 0 SHANNAN WALTON APPRENTICESHIP PROGRAMS MANAGER 150543 0 0 0 0 0 10666 0 15723 0 176932 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE VOTING MEMBERS OF NRWA ARE THE STATE ASSOCATIONS AND ARE ALSO SUB-AWARDEES TO OUR GRANTS. FORM 990, PART VI, SECTION A, LINE 7A EACH STATE ASSOCIATION IS A VOTING MEMBER AND HAS ONE SEAT ON THE BOARD OF DIRECTIONS OF NATIONAL RURAL WATER ASSOCIATION (NRWA). ONE MEMBER IS ELECTED FROM EACH STATE ASSOCIATION AND NOMINATED TO THE BOARD OF NRWA. THE MEMBERSHIP THEN VOTES ON THE NOMINEES AT THE ANNUAL BUSINESS MEETING THAT IS HELD EACH FALL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MAKE AVAILABLE TO THE GOVERNING BOARD BY POSTING TO THE BOARD MEMBER'S PRIVATE WEBSITE. THE FORM 990 IS ALSO REVIEWED BY THE AUDITORS AS PART OF THE ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS FOR BOARD MEMBERS AND IS POSTED TO THE BOARD'S PRIVATE WEBSITE AND REVIEWED ANNUALLY BY THE PROGRAM REVIEW COMMITTEE OF THE BOARD OF DIRECTORS. THIS COMMITTEE OVERSEES SUCH POLICIES OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A THE CEO IS EVALUATED BY EACH MEMEBR OF THE BOARD AND THEN THE CEO EVALUATION COMMITTEE CONSISTING OF THE PRESIDENT, SENIOR VICE PRESIDENT, AND VICE PRESIDENT REVIEW THE EVEALUATION AND DO A FORMAL EVALUATION WITH THE CEO. THIS COMMITTEE WILL RECOMMEND SALARY ADJUSTMENTS FOR INCLUSION IN THE BUDGET WHICH WILL BE APPROVED BY THE BOARD. THE COMMITTEE WILL USE OUTSIDE SURVEYS OF LIKE ORGANIZATIONS TO DETERMINE THE ANNUAL ADJUSTMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. JOE & JEAN PALMER ENDOWMENT FUND 2915 S 13TH STREET DUNCAN OK 73533 731593688 SCHOLARSHIPS OK 501(C)(3) PF N/A 0 WATER INDUSTRY ADVANCEMENT AND SUSTAINABILITY 2915 S 13TH STREET DUNCAN OK 73533 822979724 EDUCATION OK 501(C)(3) LINE 7 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0