2025-10-09T16:47:37-05:00 2024-12-31 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2024-01-01 521559709 THE NATIONAL ENERGY AND UTILITY AFFORDABILITY COALITION NATI 2028388375 PO BOX 33878 WASHINGTON DC 20033 KATRINA METZLER EXECUTIVE DIRECTOR 2028388375 2025-10-09 1 1 ADAM KUCZYNSKI CPA P01560606 7035190990 2025-10-09 2024 2025-03-06 01:10:19Z KATRINA METZLER PO BOX 33878 WASHINGTON DC 20033 1212171 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 3 80 0 0 555910 395500 775689 781601 9822 34492 32177 578 1373598 1212171 0 0 0 0 308623 342922 0 0 38070 779280 1000411 1087903 1343333 285695 -131162 1469961 1340795 110933 112929 1359028 1227866 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 973311 0 630201 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. 188330 0 151400 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. 1161641 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 8 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 33 33 0 0 1 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 KATRINA METZLER EXECUTIVE DIRECTOR 40.00 X 166801 0 39363 KIM CAMPBELL HAILEY PRESIDENT 1.00 X X 0 0 0 KEELIE ANDRINGA 1ST VICE PRESIDENT 1.00 X X 0 0 0 MIKE BRADFORD 2ND VICE PRESIDENT 1.00 X X 0 0 0 MARIETTA DONEY TREASURER 1.00 X X 0 0 0 LAURA BAYONA SECRETARY 1.00 X X 0 0 0 TANYA JONES PAST PRESIDENT 1.00 X X 0 0 0 JOHN RICH TREASURER (THRU JUNE 2024) 1.00 X X 0 0 0 MICHAEL BELL SECRETARY (THRU SEPT 2024) 1.00 X X 0 0 0 ANDREW BENNET DIRECTOR 1.00 X 0 0 0 TODD BERREMAN DIRECTOR 1.00 X 0 0 0 LIZ BRISTER DIRECTOR 1.00 X 0 0 0 LATOYA BUTLER DIRECTOR 1.00 X 0 0 0 SAKINAH HOWARD DIRECTOR 1.00 X 0 0 0 TONY HUNT DIRECTOR 1.00 X 0 0 0 MICHELLE LEHMAN DIRECTOR 1.00 X 0 0 0 MARCELA LENOX DIRECTOR 1.00 X 0 0 0 KEVIN MCGRATH DIRECTOR 1.00 X 0 0 0 CAROLYN PERRY DIRECTOR 1.00 X 0 0 0 FRANK RAPLEY DIRECTOR 1.00 X 0 0 0 GLENIS SCOTT DIRECTOR 1.00 X 0 0 0 SHANNON STAHLEY DIRECTOR 1.00 X 0 0 0 GARY SWAN DIRECTOR 1.00 X 0 0 0 GABE TERRY DIRECTOR 1.00 X 0 0 0 CHAD QUINN DIRECTOR 1.00 X 0 0 0 SHAYLEE STOKES DIRECTOR 1.00 X 0 0 0 KEVIN ALEXANDER DIRECTOR (FROM MAR 2024) 1.00 X 0 0 0 ROXANA AYALA DIRECTOR (FROM MAY 2024) 1.00 X 0 0 0 ALEXANDRA BALBUENA ALLEYNE DIRECTOR (FROM OCT 2024) 1.00 X 0 0 0 ANDREW BINEGAR DIRECTOR (FROM MAY 2024) 1.00 X 0 0 0 MARIA HOPPS DIRECTOR (FROM MAY 2024) 1.00 X 0 0 0 ROSA PAGNILLO-LOPEZ DIRECTOR (FROM MAY 2024) 1.00 X 0 0 0 ELIZABETH PAULSON DIRECTOR (FROM MAY 2024) 1.00 X 0 0 0 STAR WALKER DIRECTOR (FROM MAY 2024) 1.00 X 0 0 0 OLIVIA WEIN DIRECTOR (FROM MAY 2024) 1.00 X 0 0 0 CELIA ANDRADE DIRECTOR (THRU MAY 2024) 1.00 X 0 0 0 KELLY CAPLAN DIRECTOR (THRU MAY 2024) 1.00 X 0 0 0 DAVID CONN DIRECTOR (THRU JUNE 2024) 1.00 X 0 0 0 AMANDA DEWEY DIRECTOR (THRU MAY 2024) 1.00 X 0 0 0 JULIE GARCIA DIRECTOR (THRU MAY 2024) 1.00 X 0 0 0 KATHLEEN KERR DIRECTOR (THRU MAY 2024) 1.00 X 0 0 0 HALY LAASME DIRECTOR (THRU MAY 2024) 1.00 X 0 0 0 BRITTANY LYKE DIRECTOR (THRU MAR 2024) 1.00 X 0 0 0 BONNIE TEMME DIRECTOR (THRU JAN 2024) 1.00 X 0 0 0 SILVIA ALDANA DIRECTOR (MAY-SEPT 2024) 1.00 X 0 0 0 JACKIE CASTRELLON DIRECTOR (FEB-MAY 2024) 1.00 X 0 0 0 ROSE HAMILTON DIRECTOR (JULY-SEPT 2024) 1.00 X 0 0 0 166801 0 39363 1 0 1 0 0 67000 328500 395500 ANNUAL CONFERENCE 561920 630201 630201 MEMBERSHIP DUES 813920 151400 151400 781601 34492 34492 578 578 578 1212171 781601 0 35070 X 206163 154623 30924 20616 107587 80690 16138 10759 4374 3281 656 437 1699 1274 255 170 23099 17324 3465 2310 19503 19503 158874 140873 18001 28773 1189 27584 8741 6555 1312 874 13049 9787 1957 1305 15991 11993 2399 1599 750485 734052 16433 4995 4995 1343333 1161641 143622 38070 350143 276281 909970 832821 156500 187500 25829 29270 27519 14923 1469961 1340795 17983 13834 64841 83520 28109 15575 110933 112929 X 938528 895366 420500 332500 1359028 1227866 1469961 1340795 -131162 0 X 0 1 X 1 0 X 419732 372404 486075 555910 395500 2229621 419732 372404 486075 555910 395500 2229621 499065 1730556 196 97 25 9822 34492 44632 2274253 2561459 0.76090 0.75470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 18088 0 0 18088 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 15575 15575 1212171 0 1212171 0 1212171 1343333 0 1343333 0 1343333 X X X X X 0 0 0 0 0 1 0 0 0 KATRINA METZLER EXECUTIVE DIRECTOR 160294 0 6507 0 0 0 6162 0 33201 0 206164 0 0 0 PART I, LINE 6 THE EXECUTIVE DIRECTOR'S BONUS ELIGIBILITY, STARTING WITH THE ANNUAL REVIEW IN 2024 IS CONTINGENT ON THE FUNDRAISING REVENUES OF THE ORGANIZATION: - 3% BONUS BASED ON EXCEEDING THE FUNDRAISING GOAL. - ADDITIONAL 1% BONUS BASED ON AN ADDITIONAL $50,000 IN REVENUE OVER THE FUNDRAISING GOAL IF THERE IS NOT A NEGATIVE IMPACT ON EQUITY- SUBJECT TO APPROVAL BY EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION ADOPTED AMENDED BYLAWS IN FEBRUARY 2024. INCLUDED IN THE AMENDMENT WERE CHANGES CLARIFYING DEFINITIONS OF THE TYPES OF ORGANIZATIONS ELIBIBLE FOR BOARD SERVICE AND ALSO THE REMOVAL OF THE MINIMUM NUMBER OF BOARD MEMBERS. 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 36,883. MANAGEMENT AND GENERAL EXPENSES 12,294. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,177. CONFERENCE & EVENT PLANNING CONSULTANT: PROGRAM SERVICE EXPENSES 90,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,000. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 13,990. MANAGEMENT AND GENERAL EXPENSES 5,707. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,697.