NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (EIN 53-0116145)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201313189349301386
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T08:57:33-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530116145 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 WILSON BLVD | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530116145 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 7039075960 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 WILSON BLVD FIN8-110 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICK GIOFFRE | Name |
| Title | VP,FINANCE | Title |
| Phone | 7039075960 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7039075960 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JO ANN EMERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 WILSON BLVD FIN8-110 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 178925130 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | NRECA.COOP | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1942 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | MEMBERSHIP ASSOCIATION DEDICATED TO REPRESENTING THE NATIONAL INTERESTS OF COOPERATIVE ELECTRIC UTILITIES AND THE CONSUMERS THEY SERVE. NRECA HAS MORE THAN 1,000 MEMBER COOPERATIVES THAT SERVE 42 MILLION CONSUMERS IN 47 STATES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 47 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 47 | NbrIndependentVotingMembers |
| Total Nbr Employees | 838 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 1989656 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 17507505 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8722564 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 143262642 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 146987571 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 471012 | InvestmentIncomePriorYear |
| Investment Income Current Year | 173927 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 14194664 | OtherRevenuePriorYear |
| Other Revenue Current Year | 14838010 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 175435823 | TotalRevenuePriorYear |
| Total Revenue Current Year | 170722072 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 96109735 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 97495827 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 77288613 | OtherExpensePriorYear |
| Other Expenses Current Year | 70097937 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 173398348 | TotalExpensesPriorYear |
| Total Expenses Current Year | 167593764 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2037475 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3128308 | RevenuesLessExpensesCY |
| Total Assets BOY | 212734842 | TotalAssetsBOY |
| Total Assets EOY | 211569345 | TotalAssetsEOY |
| Total Liabilities BOY | 127809061 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 122153102 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 84925781 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 89416243 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) IS THE SERVICE ORGANIZATION FOR 1,047 RURAL ELECTRIC COOPERATIVES, PUBLIC POWER DISTRICTS AND PUBLIC UTILITIY DISTRICTS. NRECA'S MISSION IS TO ENGAGE IN THE COMPILATION AND DISSEMINATION OF INFORMATION WITH RESPECT TO RURAL ELECTRIFICATION AND THE FURNISHING OF OTHER SERVICES TO RURAL ELECTRIC COOPERATIVES AND OTHERS IN CONNECTION WITH THE COORDINATION, ADVANCEMENT, AND DEVELOPMENT OF RURAL ELECTRIFICATION IN THE UNITED STATES OF AMERICA, ITS TERRITORIES AND POSSESSIONS, FOR THE PRIMARY AND MUTUAL BENEFIT OF THE MEMBERS OF THE ASSOCIATION AND THEIR CONSUMER MEMBERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | REGULATORY & LEGISLATIVE: NRECA PROVIDES LEGAL AND SUPPORT SERVICES TO MEMBERS RELATED TO COMPLIANCE AND REGULATORY ISSUES. IN ADDITION, NRECA CONVEYS TO MEMBERS OF CONGRESS AND THEIR STAFFS, FEDERAL AGENCIES AND THE ADMINISTRATION VIEWS OF THE 42 MILLION CONSUMERS-MEMBERS SERVICED BY RURAL ELECTRIC COOPERATIVES, AS WELL AS KEEPING OUR MEMBERSHIP INVOLVED WITH THE LEGISLATIVE PROCESS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONSULTING, TRAINING, & CONFERENCES: NRECA PROVIDES MEMBERS WITH ESSENTIAL INDUSTRY SPECIFIC TRAINING AS WELL AS DIRECTOR, MANAGER, AND EMPLOYEE TRAINING; CONSULTING RELATED TO THE ORGANIZATION AND PROCESS IMPROVEMENTS, AND INDUSTRY AND TECHNOLOGICAL CHANGES; AND CONFERENCES AND MEMBERSHIP MEETINGS, PROMOTING COLLABORATION AND NETWORKING. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MULTIPLE EMPLOYER BENEFIT PLAN ADMINISTRATION: NRECA PROVIDES PLAN ADMINISTRATION SERVICES ON A COST REIMBURSABLE BASIS TO THREE MULTIPLE EMPLOYER BENEFIT PROGRAMS IN WHICH NRECA MEMBER COOPERATIVES CAN PARTICIPATE. THEY CONSIST OF TWO RETIREMENT PROGRAMS, THE RETIREMENT SECURITY PROGRAM, WHICH IS A DEFINED BENEFIT PENSION PLAN, AND THE NRECA 401(K) PENSION PLAN, WHICH IS A DEFINED CONTRIBUTION PENSION PLAN. THESE TWO PLANS SERVE MORE THAN 60,000 ACTIVE AND RETIRED EMPLOYEES OF NRECA MEMBER COOPERATIVES. THE THIRD PLAN IS THE GROUP BENEFITS TRUST, WHICH PROVIDES MEDICAL, DENTAL, VISION, DISABILITY, LIFE, TRAVEL, AND ACCIDENT INSURANCE TO NRECA MEMBER COOPERATIVES. THE RS AND 401(K) PENSION PLANS ARE EXPEMPT FROM INCOME TAXES UNDER IRS SECTION 401 AND THE GROUP BENEFITS TRUST IS EXEMPT UNDER IRS SECTION 501(C)(9). | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 392 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 838 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 47 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 47 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VENEICIA LOCKHART | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7039075960 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 WILSON BLVD FIN8-110 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 222031860 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (81 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| ANTHONY ANDERSON | |||||||||
| BOARD MEMBER | 5.00 | X | 22350 | 0 | 0 | ||||
| GERALD ANDERSON | |||||||||
| BOARD MEMBER | 1.00 | X | 4500 | 0 | 0 | ||||
| MARTIN ANDERSON | |||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 9400 | ||||
| LAWRENCE BECKER | |||||||||
| BOARD MEMBER | 9.00 | X | 15000 | 0 | 0 | ||||
| DEAN BELT | |||||||||
| BOARD MEMBER | 1.00 | X | 4500 | 0 | 0 | ||||
| VERNON BRINKLEY | |||||||||
| BOARD MEMBER | 5.00 | X | 16300 | 0 | 0 | ||||
| PHIL CARSON | |||||||||
| BOARD MEMBER | 8.00 | X | 27300 | 0 | 0 | ||||
| RAYMOND CLOUD | |||||||||
| BOARD MEMBER | 4.00 | X | 19875 | 0 | 0 | ||||
| MEL COLEMAN | |||||||||
| SECRETARY TREASURER | 14.00 | X | 44550 | 0 | 0 | X | |||
| MICHELLE DAVIA | |||||||||
| BOARD MEMBER | 4.00 | X | 18750 | 0 | 0 | ||||
| CHARLES DAWSEY | |||||||||
| BOARD MEMBER | 1.00 | X | 8700 | 0 | 0 | ||||
| DANIEL DYER | |||||||||
| BOARD MEMBER | 4.00 | X | 12000 | 0 | 0 | ||||
| LARRY ELKINS | |||||||||
| BOARD MEMBER | 7.00 | X | 18750 | 0 | 0 | ||||
| DENNIS ESAKI | |||||||||
| BOARD MEMBER | 6.00 | X | 21750 | 0 | 0 | ||||
| ROY FRIEDERSDORF | |||||||||
| BOARD MEMBER | 5.00 | X | 16200 | 0 | 0 | ||||
| EDWARD GARCIA | |||||||||
| BOARD MEMBER | 10.00 | X | 25900 | 0 | 0 | ||||
| ESTON GLOVER | |||||||||
| BOARD MEMBER | 6.00 | X | 16500 | 0 | 0 | ||||
| MICHAEL GUIDRY | |||||||||
| PRESIDENT | 18.00 | X | 53438 | 0 | 0 | X | |||
| SCOTT HALLOWELL | |||||||||
| BOARD MEMBER | 5.00 | X | 16875 | 0 | 0 | ||||
| WILLIAM HART | |||||||||
| BOARD MEMBER | 6.00 | X | 26250 | 0 | 0 | ||||
| ANGUS HASTINGS | |||||||||
| BOARD MEMBER | 4.00 | X | 19500 | 0 | 0 | ||||
| MARK HOFER | |||||||||
| BOARD MEMBER | 5.00 | X | 18400 | 0 | 0 | ||||
| CLARENCE KELLER | |||||||||
| BOARD MEMBER | 12.00 | X | 10950 | 0 | 14550 | ||||
| KERRY KELTON | |||||||||
| BOARD MEMBER | 5.00 | X | 16500 | 0 | 0 | ||||
| MEERA KOHLER | |||||||||
| BOARD MEMBER | 8.00 | X | 21600 | 0 | 0 | ||||
| DONALD LINK | |||||||||
| BOARD MEMBER | 7.00 | X | 0 | 0 | 35100 | ||||
| THOMAS MADSEN | |||||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 17700 | ||||
| TOM MCQUISTON | |||||||||
| BOARD MEMBER | 4.00 | X | 14250 | 0 | 0 | ||||
| DON MCQUITTY | |||||||||
| BOARD MEMBER | 6.00 | X | 20550 | 0 | 0 | ||||
| GALEN MILLS | |||||||||
| BOARD MEMBER | 6.00 | X | 0 | 0 | 26550 | ||||
| SAM NICHOLS | |||||||||
| BOARD MEMBER | 6.00 | X | 17250 | 0 | 0 | ||||
| RUSSELL NIELSEN | |||||||||
| BOARD MEMBER | 7.00 | X | 17250 | 0 | 0 | ||||
| CURTIS NOLAN | |||||||||
| VICE PRESIDENT | 15.00 | X | 48000 | 0 | 0 | X | |||
| ROBERT OCCHI | |||||||||
| BOARD MEMBER | 8.00 | X | 23250 | 0 | 0 | ||||
| RONALD OSTERHOUT | |||||||||
| BOARD MEMBER | 5.00 | X | 15375 | 0 | 0 | ||||
| GAIL PAINE | |||||||||
| BOARD MEMBER | 9.00 | X | 17650 | 0 | 3500 | ||||
| GARY POTTER | |||||||||
| BOARD MEMBER | 4.00 | X | 15000 | 0 | 0 | ||||
| LANNY RODGERS | |||||||||
| BOARD MEMBER | 7.00 | X | 12500 | 0 | 13000 | ||||
| KEITH ROSS | |||||||||
| BOARD MEMBER | 5.00 | X | 12750 | 0 | 0 | ||||
| RONALD SCHWARTAU | |||||||||
| BOARD MEMBER | 10.00 | X | 4750 | 0 | 19250 | ||||
| CB SHARP | |||||||||
| BOARD MEMBER | 7.00 | X | 16500 | 0 | 0 | ||||
| DAVID SPRADLIN | |||||||||
| BOARD MEMBER | 5.00 | X | 15750 | 0 | 0 | ||||
| M LADON TORGERSEN | |||||||||
| BOARD MEMBER | 1.00 | X | 4875 | 0 | 0 | ||||
| BRYAN WOLFE | |||||||||
| BOARD MEMBER | 9.00 | X | 20250 | 0 | 0 | ||||
| FE WOLSKI | |||||||||
| BOARD MEMBER | 1.00 | X | 16700 | 0 | 0 | ||||
| CURTIS WYNN | |||||||||
| BOARD MEMBER | 4.00 | X | 19500 | 0 | 0 | ||||
| SANDRA GREEN | |||||||||
| BOARD MEMBER | 2.00 | X | 16275 | 0 | 0 | ||||
| WILLIAM NOEL | |||||||||
| BOARD MEMBER | 2.00 | X | 12000 | 0 | 0 | ||||
| MICHAEL PETERSON | |||||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||||
| REUBEN RITTHALER | |||||||||
| BOARD MEMBER | 2.00 | X | 11250 | 0 | 0 | ||||
| CHARLES ED SHORT | |||||||||
| BOARD MEMBER | 3.00 | X | 12750 | 0 | 0 | ||||
| TIMOTHY SMITH | |||||||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 | ||||
| STEPHEN WALTER | |||||||||
| BOARD MEMBER | 3.00 | X | 13875 | 0 | 0 | ||||
| GLENN L ENGLISH | |||||||||
| EXEC DIRECTOR/CEO | 40.00 | 1888071 | 0 | 111582 | X | ||||
| PATRICK E GIOFFRE | |||||||||
| EXEC VP, INTERNAL SERVICES | 56.00 | 663957 | 0 | 603429 | X | ||||
| JAMES BAUSELL | |||||||||
| VP, BUSINESS DEVELOPMENT | 49.00 | 247546 | 0 | 113195 | X | ||||
| PETER BAXTER | |||||||||
| VP INSURANCE PROGRAMS | 62.00 | 363368 | 0 | 98116 | X | ||||
| STEPHEN GUTH | |||||||||
| VP, VENDOR MANAGEMENT | 52.00 | 332614 | 0 | 89060 | X | ||||
| PAUL HVIDDING | |||||||||
| VP, HUMAN RESOURCES | 44.00 | 237539 | 0 | 72857 | X | ||||
| KIRK JOHNSON | |||||||||
| VP, GOVERMENT RELATIONS | 53.00 | 325841 | 0 | 78234 | X | ||||
| VENEICIA LOCKHART | |||||||||
| VP, FINANCE | 51.00 | 213735 | 0 | 94579 | X | ||||
| MARTIN LOWERY | |||||||||
| EXEC VP, EXTERNAL AFFAIRS | 40.00 | 501418 | 0 | 103536 | X | ||||
| ALEXANDER MCKELWAY | |||||||||
| VP, COMMUNICATIONS | 54.00 | 253296 | 0 | 92015 | X | ||||
| PETER MORRIS | |||||||||
| VP & CHIEF INVESTMENT OFFI | 43.00 | 912609 | 0 | 102986 | X | ||||
| STEPHEN SANKER | |||||||||
| VP RELATIONSHIP MANAGEMENT | 63.00 | 262772 | 0 | 104773 | X | ||||
| MONICA SCHMIDT | |||||||||
| VP NATIONAL CONSULTING GRO | 52.00 | 243242 | 0 | 97196 | X | ||||
| DANIELLE SIEVERLING | |||||||||
| VP, MAS CCO | 50.00 | 233110 | 0 | 60068 | X | ||||
| SCOTT SPENCER | |||||||||
| SENIOR VP IFS | 58.00 | 468000 | 0 | 10652 | X | ||||
| THOMAS STANGROOM | |||||||||
| VP & CIO | 53.00 | 353444 | 0 | 141471 | X | ||||
| DENA STONER | |||||||||
| VP POLICY | 56.00 | 316207 | 0 | 121919 | X | ||||
| JOHN WADE | |||||||||
| VP, RETIREMENT PROGRAMS | 49.00 | 349534 | 0 | 154637 | X | ||||
| BRIAN CAVEY | |||||||||
| VP, LEGISLATIVE AFFAIRS | 50.00 | 267205 | 0 | 74527 | X | ||||
| JOHN HEWA | |||||||||
| VP RESEARCH ENGINEERING | 55.00 | 297263 | 0 | 74103 | X | ||||
| JAY MORRISON | |||||||||
| VP REGULATORY ISSUES | 56.00 | 234071 | 0 | 92655 | X | ||||
| TRACEY STEINER | |||||||||
| VP EDUCATION & TRAINING | 46.00 | 209129 | 0 | 74385 | X | ||||
| MARK ASHTON | |||||||||
| PORTFOLIO MANAGER | 45.00 | 395131 | 0 | 97664 | X | ||||
| PRABHA CARPENTER | |||||||||
| SR EQUITY RESEARCH ANALYST | 45.00 | 312563 | 0 | 117374 | X | ||||
| DOUGLAS KERN | |||||||||
| SR FIXED INCOME PORTFOLIO | 47.00 | 392904 | 0 | 267566 | X | ||||
| STUART TEACH | |||||||||
| SR EQUITY PORTFOLIO MANAGE | 42.00 | 745912 | 0 | 104961 | X | ||||
| JOHN SZCZUR | |||||||||
| DIRECTOR PENSION INVESTMEN | 40.00 | 269616 | 0 | 93511 | X | ||||
| PERRY RUBART | |||||||||
| BOARD MEMBER | 0.00 | 21835 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 12166670 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3386101 | TotalOtherCompensation |
| Number Individuals GT100 K | 210 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MCKESSON HEALTH SOLUTIONS | |||||
| 21987 NETWORK PLACE | CHICAGO | IL | 60673 | COMPUTER SERVICES-HEALTH | 653528 |
| REED SMITH LLP | |||||
| 2672 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | LEGAL FEES | 627923 |
| CORESITE REAL ESTATE | |||||
| 1050 175H ST SUITE 800 | DENVER | CO | 80265 | COMPUTER SERVICES | 489214 |
| DANIELLE CORBIN | |||||
| 7400 NATHANIEL DR | MOUNT AIRY | MD | 21771 | MAGAZINE ADVERTISING SALES | 386817 |
| DOUGLAS R DANLEY | |||||
| 18131 METZ DRIVE | GERMANTOWN | MD | 20874 | CONSULTING SERVICES | 293750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 28 | NumberOfContractorsGT100K |
| Government Grants | 8472564 | GovernmentGrants |
| All Other Contributions | 250000 | AllOtherContributions |
| Total Contributions | 8722564 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| REIMBURSED COSTS | 524292 | 84647306 | 84647306 | |
| MEMBERSHIP DUES | 900099 | 28929174 | 28929174 | |
| TRAINING & PROFESSIONAL SERVICES | 541900 | 8871754 | 8871754 | |
| ADVERTISING INCOME | 511120 | 1989656 | 1989656 | |
| SUBSCRIPTION INCOME | 511120 | 1213185 | 1213185 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21336496 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21336496 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 146987571 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 173927 | TotalRevenueColumn |
| Related Or Exempt Function Income | 173927 | RelatedOrExemptFunctionIncome |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 367609 | TotalRevenueColumn |
| Related Or Exempt Function Income | 71145 | RelatedOrExemptFunctionIncome |
| Exclusion | $296,464 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 15319800 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8203058 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7116742 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7116742 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7116742 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEETINGS & CONFERENCES | Description |
| Business Code | 541900 | BusinessCode |
| Total Revenue Column | 7353659 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7353659 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7353659 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 170722072 | TotalRevenueColumn |
| Related Or Exempt Function Income | 159713388 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1989656 | UnrelatedBusinessRevenue |
| Exclusion | $296,464 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15351946 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54325789 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15175779 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8043673 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4598640 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 735033 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1324630 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78658 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 610985 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11047590 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 530023 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3909035 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1203153 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2411216 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4939614 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4497294 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80587 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5922015 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296077 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| SPON PURCH RES. EQ. | 19330156 |
| EQUIPMENT MAINTENANCE | 3131924 |
| RESEARCH EXPENSES | 1952586 |
| RECRUITMENT | 1204909 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6892452 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167593764 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42989241 | BOY |
| EOY | 62715875 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32028208 | BOY |
| EOY | 28646258 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145939 | BOY |
| EOY | 96205 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17126731 | BOY |
| EOY | 5380605 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 154461041 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 60923033 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95194996 | BOY |
| EOY | 93538008 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132365 | BOY |
| EOY | 138424 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12591966 | BOY |
| EOY | 8601437 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12525396 | BOY |
| EOY | 12452533 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 212734842 | BOY |
| EOY | 211569345 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18653368 | BOY |
| EOY | 17596887 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50124198 | BOY |
| EOY | 57827758 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302253 | BOY |
| EOY | 292765 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8634334 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50094908 | BOY |
| EOY | 46435692 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127809061 | BOY |
| EOY | 122153102 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84925781 | BOY |
| EOY | 89416243 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84925781 | BOY |
| EOY | 89416243 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 212734842 | BOY |
| EOY | 211569345 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3128308 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1362154 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 28929174 | DuesAssessments |
| Non Ded Lobby Political Current | 2652000 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Total | 2652000 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 3760793 | AggrAmtReportedInDuesNotices |
| Taxable | -$1,108,793 | TaxableAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10809143 | OtherCostOrOtherBasis |
| Book Value | 10809143 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 86679039 | OtherCostOrOtherBasis |
| Depreciation | 24555985 | Depreciation |
| Book Value | 62123054 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13687837 | OtherCostOrOtherBasis |
| Depreciation | 7508416 | Depreciation |
| Book Value | 6179421 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 43285022 | OtherCostOrOtherBasis |
| Depreciation | 28858632 | Depreciation |
| Book Value | 14426390 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 93538008 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| PATRONAGE CAPITAL CERTIFICATES | 414657 |
| DEFERRED COMPENSATION FUND (EMPLOYEES) | 9589036 |
| TENANT ESCROW | 292765 |
| EMPLOYEE AND EXECUTIVE OPTION PURCHASE PLAN | 2156075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 12452533 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POST RETIREMENT BENEFITS OTHER THAN PENSIONS | $27,181,415 |
| DEFERRED COMPENSATION FUND (EMPLOYEES) | $9,589,036 |
| EMPLOYEE AND EXECUTIVE OPTION PURCHASE PLAN | $2,150,334 |
| COOPERATIVE RESEARCH NETWORK RESTRICTED FUNDS | $7,393,475 |
| OTHER RESTRICTED FUNDS AND MISCELLANEOUS | $121,432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 46435692 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 208686048 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 37963976 | OtherRevenues |
| Revenue Not Rptd F990 | 37963976 | RevenueNotRptdF990 |
| Revenue Subtotal | 170722072 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 170722072 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 204195586 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 36601822 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 36601822 | ExpensesNotRptdF990 |
| Expenses Subtotal | 167593764 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 167593764 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | SECURITY DEPOSITS/ESCROW AMOUNTS ARE HELD FOR BUILDING TENANTS | |
| PART X, LINE 2: | NRECA ADOPTED THE PROVISIONS OF FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINLY IN INCOME TAXES, DURING THE YEAR ENDING DECEMBER 31, 2007. FOR THE PERIOD FROM NRECA'S INCEPTION TO DECEMBER 31, 2012, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| REV FROM SUBS NOT INLCUDED IN FORM 990 LESS TENANT EXPENSES ON PART VII, 6B | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| EXP FROM SUBS NOT INCLUDED IN 990 PLUS TENANT EXP PART VIII, LINE 6B | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 1 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (28 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GLENN L ENGLISH | ||||||||||||||
| EXEC DIRECTOR/CEO | 1267970 | 0 | 100 | 0 | 620001 | 0 | 81251 | 0 | 30331 | 0 | 1999653 | 0 | 0 | 0 |
| PATRICK E GIOFFRE | ||||||||||||||
| EXEC VP, INTERNAL SERVICES | 584707 | 0 | 50100 | 0 | 29150 | 0 | 576143 | 0 | 27286 | 0 | 1267386 | 0 | 0 | 0 |
| JAMES BAUSELL | ||||||||||||||
| VP, BUSINESS DEVELOPMENT | 244794 | 0 | 425 | 0 | 2327 | 0 | 87924 | 0 | 25271 | 0 | 360741 | 0 | 0 | 0 |
| PETER BAXTER | ||||||||||||||
| VP INSURANCE PROGRAMS | 349322 | 0 | 10100 | 0 | 3946 | 0 | 60929 | 0 | 37187 | 0 | 461484 | 0 | 0 | 0 |
| STEPHEN GUTH | ||||||||||||||
| VP, VENDOR MANAGEMENT | 316754 | 0 | 11100 | 0 | 4760 | 0 | 75827 | 0 | 13233 | 0 | 421674 | 0 | 0 | 0 |
| PAUL HVIDDING | ||||||||||||||
| VP, HUMAN RESOURCES | 228301 | 0 | 600 | 0 | 8638 | 0 | 69406 | 0 | 3451 | 0 | 310396 | 0 | 0 | 0 |
| KIRK JOHNSON | ||||||||||||||
| VP, GOVERMENT RELATIONS | 319190 | 0 | 100 | 0 | 6551 | 0 | 71516 | 0 | 6718 | 0 | 404075 | 0 | 0 | 0 |
| VENEICIA LOCKHART | ||||||||||||||
| VP, FINANCE | 203093 | 0 | 9600 | 0 | 1042 | 0 | 66773 | 0 | 27806 | 0 | 308314 | 0 | 0 | 0 |
| MARTIN LOWERY | ||||||||||||||
| EXEC VP, EXTERNAL AFFAIRS | 434177 | 0 | 100 | 0 | 67141 | 0 | 75974 | 0 | 27562 | 0 | 604954 | 0 | 0 | 0 |
| ALEXANDER MCKELWAY | ||||||||||||||
| VP, COMMUNICATIONS | 252270 | 0 | 200 | 0 | 826 | 0 | 78254 | 0 | 13761 | 0 | 345311 | 0 | 0 | 0 |
| PETER MORRIS | ||||||||||||||
| VP & CHIEF INVESTMENT OFFI | 509869 | 0 | 308042 | 0 | 94698 | 0 | 71434 | 0 | 31552 | 0 | 1015595 | 0 | 0 | 0 |
| STEPHEN SANKER | ||||||||||||||
| VP RELATIONSHIP MANAGEMENT | 259939 | 0 | 200 | 0 | 2633 | 0 | 75198 | 0 | 29575 | 0 | 367545 | 0 | 0 | 0 |
| MONICA SCHMIDT | ||||||||||||||
| VP NATIONAL CONSULTING GRO | 241903 | 0 | 100 | 0 | 1239 | 0 | 72878 | 0 | 24318 | 0 | 340438 | 0 | 0 | 0 |
| DANIELLE SIEVERLING | ||||||||||||||
| VP, MAS CCO | 229553 | 0 | 650 | 0 | 2907 | 0 | 51310 | 0 | 8758 | 0 | 293178 | 0 | 0 | 0 |
| SCOTT SPENCER | ||||||||||||||
| SENIOR VP IFS | 197767 | 0 | 0 | 0 | 270233 | 0 | 8885 | 0 | 1767 | 0 | 478652 | 0 | 0 | 0 |
| THOMAS STANGROOM | ||||||||||||||
| VP & CIO | 345461 | 0 | 600 | 0 | 7383 | 0 | 105472 | 0 | 35999 | 0 | 494915 | 0 | 0 | 0 |
| DENA STONER | ||||||||||||||
| VP POLICY | 282039 | 0 | 5100 | 0 | 29068 | 0 | 92007 | 0 | 29912 | 0 | 438126 | 0 | 0 | 0 |
| JOHN WADE | ||||||||||||||
| VP, RETIREMENT PROGRAMS | 286051 | 0 | 100 | 0 | 63383 | 0 | 131326 | 0 | 23311 | 0 | 504171 | 0 | 0 | 0 |
| BRIAN CAVEY | ||||||||||||||
| VP, LEGISLATIVE AFFAIRS | 265003 | 0 | 600 | 0 | 1602 | 0 | 47775 | 0 | 26752 | 0 | 341732 | 0 | 0 | 0 |
| JOHN HEWA | ||||||||||||||
| VP RESEARCH ENGINEERING | 296488 | 0 | 100 | 0 | 675 | 0 | 37640 | 0 | 36463 | 0 | 371366 | 0 | 0 | 0 |
| JAY MORRISON | ||||||||||||||
| VP REGULATORY ISSUES | 232938 | 0 | 350 | 0 | 783 | 0 | 57056 | 0 | 35599 | 0 | 326726 | 0 | 0 | 0 |
| TRACEY STEINER | ||||||||||||||
| VP EDUCATION & TRAINING | 208566 | 0 | 100 | 0 | 463 | 0 | 48453 | 0 | 25932 | 0 | 283514 | 0 | 0 | 0 |
| MARK ASHTON | ||||||||||||||
| PORTFOLIO MANAGER | 274143 | 0 | 110816 | 0 | 10172 | 0 | 75848 | 0 | 21816 | 0 | 492795 | 0 | 0 | 0 |
| PRABHA CARPENTER | ||||||||||||||
| SR EQUITY RESEARCH ANALYST | 227642 | 0 | 82754 | 0 | 2167 | 0 | 91386 | 0 | 25988 | 0 | 429937 | 0 | 0 | 0 |
| DOUGLAS KERN | ||||||||||||||
| SR FIXED INCOME PORTFOLIO | 299629 | 0 | 85472 | 0 | 7803 | 0 | 231730 | 0 | 35836 | 0 | 660470 | 0 | 0 | 0 |
| STUART TEACH | ||||||||||||||
| SR EQUITY PORTFOLIO MANAGE | 412269 | 0 | 264435 | 0 | 69208 | 0 | 76842 | 0 | 28119 | 0 | 850873 | 0 | 0 | 0 |
| JOHN SZCZUR | ||||||||||||||
| DIRECTOR PENSION INVESTMEN | 249245 | 0 | 18910 | 0 | 1461 | 0 | 57575 | 0 | 35936 | 0 | 363127 | 0 | 0 | 0 |
| PERRY RUBART | ||||||||||||||
| BOARD MEMBER | 21835 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 21835 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | SOCIAL CLUB DUES - NRECA PAYS $1,700 FOR THE CEO'S MEMBERSHIP TO ONE SOCIAL CLUB. THIS EXPENDITURE IS INCLUDED IN THE BUDGET APPROVED BY THE NRECA BOARD OF DIRECTORS. TRAVEL FOR COMPANIONS - ACCORDING TO NRECA BOARD POLICY, THE SPOUSES OF THE PRESIDENT AND CEO CAN ACCOMPANY THEM ON A TRIP WHEREVER THERE WILL BE OFFICIAL FUNCTIONS FOR WHICH SPOUSES ARE RESPONSIBLE FOR ATTENDING. TAX IDENTIFICATION AND GROSS UP PAYMENTS: NRECA GROSSES UP PAYMENTS MADE TO STAFF UNDER THE EXECUTIVE 401(K) BONUS PLAN AND ON ELIGIBLE RELOCATION EXPENSES. | |
| PART I, LINE 1B | NRECA FOLLOWS WRITTEN POLICY EXCEPT FOR SOCIAL CLUB DUES. THERE IS NO WRITTEN POLICY REGARDING PAYING FOR THE CEO'S MEMBERSHIP TO ONE SOCIAL CLUB; HOWEVER, THE BOARD DOES APPROVE THE EXPENSE. | |
| PART I, LINES 4B-C | THE FOLLOWING PARTICIPATED IN OR RECEIVED PAYMENT FROM NRECA'S EXECUTIVE STOCK OPTION PLAN: MARK ASHTON ($5,406); PAT GIOFFRE ($2,586); DENA STONER ($2,210). | |
| PART III | NRECA HAS A NONQUALIFIED DEFERRED COMPENSATION PLAN UNDER IRS 457(F). PARTICIPATION IN THE PLAN IS LIMITED TO HIGHLY COMPENSATED EMPLOYEES WHO, ON THE DATE OF THEIR RETIREMENT, HAVE A PENSION LIMITATION AS DEFINED BY THE PLAN. BENEFITS UNDER THIS PLAN ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE AS DEFINED IN IRC SECTION 457(F)(3)(B). THE ACTUARIAL INCREASE OF THIS BENEFIT IS INCLUDED IN COLUMN C FOR KEY STAFF WHO PARTICIPATE. | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (11 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| COOPERATIVE ENERGY SERVICES | |||
| FOR PROFIT SUBSIDIARY-2 OFFICERS,2 KEY EMPLOYEES ARE OFFICERS OF CES | 543294 | ADMINISTRATIVE SERVICES AGREEMENT | 0 |
| RE ADVISORS CORPORATION AND RE INVESTMENT CORPORATION | |||
| FOR PROFIT SUBSIDIARY-4 KEY EMPLOYEES SERVE AS OFFICERS & DIRS | 8607904 | ROYALTY PAYMENTS AND ADMIISTRATIVE SERVICES AGREEMENT | 0 |
| COOPERATIVE BENEFIT ADMINISTRATORS | |||
| FOR PROFIT SUBSIDIARY-1 OFF, 3 KEY EMP SERVE AS OFFICERS & DIRECTORS | 20312263 | ADMINISTRATIVE SERVICES AGREEMENT | 0 |
| ELECTRIC COOPERATIVE LIFE INSURANCE | |||
| FOR PROFIT SUBSIDIARY-1 OFFICER,2 KEY EMP SERVE AS OFFICERS & DIRECTORS | 49126 | ADMINISTRATIVE SERVICES AGREEMENT | 0 |
| NRECA UNITED | |||
| FOR PROFIT SUBSIDIARY-2 OFFICERS, 1 KEY EMPLOYEE SERVE AS UNITED OFFICERS | 0 | EXPENSE REIMBURSEMENT | 0 |
| COOPERATIVE INSURANCE SERVICES | |||
| FOR PROFIT SUBSIDIARY-1 OFF, 2 KEY EMP SERVE AS OFFICERS & DIRECTORS | 7206 | ADMINISTRATIVE SERVICES AGREEMENT | 0 |
| ARKANSAS ELECTRIC COOPERATIVE CORPORATION | |||
| FOR PROFIT MEMBER OF NRECA WITH ONE SHARED DIRECTOR | 738303 | VARIOUS SERVICES PROVIDED TO MEMBER | 0 |
| ASSOCIATED ELECTRIC COOPERATIVE | |||
| FOR PROFIT MEMBER OF NRECA WITH ONE SHARED DIRECTOR | 1726417 | VARIOUS SERVICES PROVIDED TO MEMBER | 0 |
| WESTERN FARMERS ELECTRIC COOPERATIVE | |||
| FOR PROFIT MEMBER OF NRECA WITH ONE SHARED DIRECTOR | 361911 | VARIOUS SERVICES PROVIDED TO MEMBER | 0 |
| BASIN ELECTRIC POWER COOPERATIVE | |||
| FOR PROFIT MEMBER OF NRECA WITH ONE SHARED DIRECTOR | 771125 | VARIOUS SERVICES PROVIDED TO MEMBER | 0 |
| KAMO POWER | |||
| FOR PROFIT MEMBERSHIP WITH ONE SHARED DIRECTOR | 271260 | VARIOUS SERVICES PROVIDED TO MEMBER | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SOME NRECA DIRECTORS, OFFICERS, AND KEY EMPLOYEES ALSO SERVE AS DIRECTORS OR OFFICERS OF THE FOLLOWING NRECA SUBSIDIARIES AND AFFILIATED ENTITIES: NRECA UNITED; NRECA INTERNATIONAL LTD; NRECA INTERNATIONAL FOUNDATION; COOPERATING ENERGY SERVICES; RE ADVISORS CORPORATION; RE INVESTMENT CORPORATION; COOPERATIVE BENEFIT ADMINISTRATORS; ELECTRIC COOPERATIVE LIFE INSURANCE COMPANY; COOPERATING INSURANCE SERVICES; AND NRECA WOOD QUALITY CONTROL. | |
| FORM 990, PART VI, SECTION A, LINE 6 | ALL VOTING MEMBERS MUST BE ENTITIES WHOSE OPERATIONS ARE CONSISTENT WITH COOPERATIVE PRINCIPLES AND THE OBJECTIVES AND MISSION OF NRECA AND FALL INTO ONE OF THE FOLLOWING THREE CATEGORIES: (1) DISTRIBUTION (ELECTRIC DISTRIBUTION COOPERATIVES OR PUBLIC UTILITY DISTRICTS); (2) GENERATION AND TRANSMISSION (COOPERATIVES OR ASSOCIATIONS ENGAGED IN THE MARKETING, GENERATION AND/OR TRANSMISSION WHOLESALE BULK ELECTRICITY); AND (3) SERVICE MEMBERS (NOT ENGAGED IN DISTRIBUTION, GENERATION, OR TRANSMISSION OF ELECTRICITY BUT WHOSE MEMBERS CONSIST OF DISTRIBUTION OR G&T COOPERATIVES) | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE NRECA BOARD OF DIRECTORS IS COMPOSED OF 47 PERSONS, ONE FROM EACH STATE WHERE THERE IS AN OPERATING ELECTRIC SYSTEM WITH MEMBERSHIP IN NRECA. DIRECTORS, EACH OF WHOM MUST BE A MEMBER, DIRECTOR, OFFICER, OR EMPLOYEE OF AN NRECA MEMBER SYSTEM, ARE ELECTED EVERY TWO YEARS BY THE MEMBER SYSTEMS IN EACH STATE. THEIR TERMS RUN FROM THE CLOSE OF EACH NRECA ANNUAL MEETING (USUALLY HELD IN MARCH) TO THE CLOSE OF THE ANNUAL MEETING TWO YEARS HENCE. THE NRECA PRESIDENT, VICE PRESIDENT, AND SECRETARY TREASURER ARE ELECTED EVERY TWO YEARS BY THE BOARD FROM AMONG ITS MEMBERS. THE CHIEF EXECUTIVE OFFICER IS ALSO SELECTED BY THE BOARD. | |
| FORM 990, PART VI, SECTION A, LINE 7B | NRECA MEMBERS MUST APPROVE ANY DECISION MADE BY THE NRECA BOARD RELATING TO (1) CHANGERS IN DUES FORMULAS AND MULTIPLIERS; (2) EXPULSION AND REMOVAL OF MEMBERS; AND (3) REMOVAL OF ANY OFFICER OR DIRECTOR. | |
| FORM 990, PART VI, SECTION B, LINE 11 | NRECA FORM 990 IS PREPARED BY A SENIOR ACCOUNTANT WITHIN FINANCE. THE VP OF FINANCE REVIEWS THE FORM 990 AND SUPPORTING WORKPAPERS IN DETAIL. THE EXECUTIVE VP OF FINANCE & ADMINISTRATION THEN REVIEWS THE FORM 990 FOR ACCURACY. THE FORM 990 IS THEN POSTED ON THE NRECA BOARD OF DIRECTORS' WEBSITE FOR THEIR REVIEW AND COMMENTS AT LEAST 7 DAYS PRIOR TO THE RETURN BEING FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, OFFICER, AND KEY EMPLOYEE IS REQUIRED TO COMPLETE AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE THAT IS REVIEWED BY THE VP OF FINANCE. THE VP OF FINANCE REVIEWS EACH QUESTIONNAIRE AND FOLLOWS UP ON ANY CONFLICTS WITH THE RESPECTIVE DIRECTOR, OFFICER, OR KEY EMPLOYEE ALONG WITH NRECA'S CORPORATE COUNSEL. | |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A (CEO COMPENSATION): THE CEO EVALUATION COMMITTEE OF THE BOARD IS RESPONSIBLE FOR EVALUATING THE PERFORMANCE OF THE CEO. THE COMMITTEE REVIEWS COMPETITIVE SALARY SURVEY DATA PROVIDED BY HUMAN RESOURCES AND DEVELOPS A SALARY INCREASE RECOMMENDATION THAT IS PRESENTED TO THE FULL BOARD BASED ON THE CEO'S PERFORMANCE. NRECA'S HUMAN RESOURCES DEPARTMENT REVIEWS INDEPENDENT COMPENSATION STUDIES ANNUALLY TO VERIFY THE CEO'S COMPENSATION IS WITHIN A COMPETITIVE RANGE FOR CEO'S OF COMPARABLE ORGANIZATIONS AND PROVIES THIS INFORMATION TO THE COMMITTEE. THE BOARD REVIEWS AND APPROVES THE CEO'S COMPENSATION ANNUALLY. LINE 15B (OTHER OFFICERS/KEY EMPLOYEES):NRECA ENGAGES AN OUTSIDE CONSULTING FIRM SUCH AS MERCER TO CONDUCT AN INDEPENDENT COMPENSATION STUDY EVERY THREE TO FOUR YEARS FOR ALL TYPICAL POSITIONS TO ENSURE NRECA'S PAY GRADES AND COMPENSATION ARE COMPETITIVE. PAY GRADES ARE REVIEWED ANNUALLY AND MAY BE ADJUSTED BY A COMPETITIVE FACTOR AS DETERMINED BY RESULTS OF INDEPENDENT COMPETITIVE MARKET SURVEYS. NRECA HAS WRITTEN POLICIES AND PROCEDURES GOVERNING ITS SALARY BUDGET PROCESS. THE SALARY BUDGET PROCESS IS INTENDED TO ENABLE MANAGERS TO MAKE RATIONAL, PERFOMANCE BASED DECISIONS CONCERNING MERIT SALARY INCREASES WITHIN THE ASSOCIATION'S BUDGETARY CONSTRAINTS. HOWEVER, IT DOES NOT GUARANTEE AN INCREASE TO ANY EMPLOYEE. THE SALARY BUDGET PROCESS IS COMPRISED OF THE FOLLOWING STEPS: (1) APPROVAL OF NRECA'S MERIT POOL BUDGET BY THE NRECA BOARD OF DIRECTORS, WHICH IS BASED ON COMPETITIVE SALARY DATA; (2) COMPLETION OF WRITTEN ANNUAL PERFORMANCE SUMMARY REPORT FOR EACH EMPLOYEE BY HIS/HER MANAGER; (3) RECOMMENDATION OF MERIT INCREASES FOR INDIVIDUAL EMPLOYEES BASED UPON PERFORMANCE (4) ANALYSIS, REVIEW AND APPROVAL OF MERIT INCREASE RECOMMENDATIONS BY HUMAN RESOURCES AND THE CHIEF EXECUTIVE OFFICER; AND (5) COMMUNICATION OF MERT INCREASE DECISIONS TO STAFF. | |
| FORM 990, PART VI, SECTION C, LINE 19 | NRECA DISTRIBUTES A COPY OF ITS ANNUAL REPORT TO THE CEO OF EVERY NRECA MEMBER. IN ADDITION, NRECA PUBLISHES AND MAKES AVAILABLE ITS ANNUAL REPORT, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ON COOPERATIVE.COM, A MEMBER ONLY SITE FOR ELECTRIC COOPERATIVES AND AFFILIATED ENTITIES. NRECA WILL PROVIDE COPIES OF ITS FORM 990 TO THE GENERAL PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | NET INCOME OF SUBSIDIARIES 1,362,154. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NRECA INTERNATIONAL FOUNDATION | |||||||||||
| 4301 WILSON BLVD | ARLINGTON | VA | 22203 | 521409279 | CHARITIABLE ACTIVITES | VA | 501(C)(3) | 509(A)(C) TYPE II | NRECA | 1 | |
| NRECA INTERNATIONAL LTD | |||||||||||
| 4301 WILSON BLVD | ARLINGTON | VA | 22203 | 521387851 | INTERNATIONAL RURAL ELECTRIFICATION | VA | 501(C)(6) | NRECA | 1 | ||
| FUNDACION ENERGETICA BOLIVIANA | |||||||||||
| 4301 WILSON BLVD | ARLINGTON | VA | 22203 | BOLIVIAN RURAL ELECTRIFICATION | NRECA | 1 | BL | ||||
| NRECA WOOD QUALITY CONTROL INC | |||||||||||
| 4301 WILSON BLVD | ARLINGTON | VA | 22203 | 521446660 | WOOD POLE TESTING | VA | 501(C)(6) | NRECA | 1 | ||
Form990 Schedule R Part IV Form990ScheduleRPartIV (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COOPERATIVE INSURANCE SERVICES | ||||||||||||
| 4301 WILSON BLVD | ARLINGTON | VA | 22203 | 521076274 | INSURANCE AGENT | VA | NRECA UNITED | C | 68037 | 645251 | 1.00000 | 1 |
| ELECTRIC COOPERATIVE LIFE INSURANCE CO | ||||||||||||
| 4301 WILSON BLVD | ARLINGTON | VA | 22203 | 860262046 | LIFE & HOSPITALIZATION INSURANCE | VA | NRECA | C | 66809 | 1840955 | 1.00000 | 1 |
| COOPERATIVE BENEFIT ADMINISTRATORS | ||||||||||||
| 4301 WILSON BLVD | ARLINGTON | VA | 22203 | 521327041 | CLAIMS ADMINISTRATOR | VA | NRECA UNITED | C | 17803377 | 8040865 | 1.00000 | 1 |
| COOPERATIVE ENERGY SERVICES | ||||||||||||
| 4301 WILSON BLVD | ARLINGTON | VA | 22203 | 521490710 | MARKET RESEARCH | VA | NRECA UNITED | C | 258993 | 1.00000 | 1 | |
| RE INVESTMENT INC | ||||||||||||
| 4301 WILSON BLVD | ARLINGTON | VA | 22203 | 521679315 | INVESTMENT BROKER | VA | NRECA UNITED | C | 171816 | 1.00000 | 1 | |
| RE ADVISERS INC | ||||||||||||
| 4301 WILSON BLVD | ARLINGTON | VA | 22203 | 521694000 | MARKET RESEARCH | VA | RE INVESTMENT INC | C | 10002365 | 8106105 | 1.00000 | 1 |
| NRECA UNITED INC | ||||||||||||
| 4301 WILSON BLVD | ARLINGTON | VA | 22203 | 521765915 | HOLDING COMPANY | VA | ELCO | C | 340269 | 1.00000 | 1 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (24 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| NRECA INTERNATIONAL FOUNDATION | ||
| L | 120765 | ACCOUNTING RECORDS |
| NRECA INTERNATIONAL FOUNDATION | ||
| N | 14445 | ACCOUNTING RECORDS |
| NRECA INTERNATIONAL FOUNDATION | ||
| Q | 597654 | ACCOUNTING RECORDS |
| NRECA INTERNATIONAL LTD | ||
| L | 426843 | ACCOUNTING RECORDS |
| NRECA INTERNATIONAL LTD | ||
| N | 94124 | ACCOUNTING RECORDS |
| NRECA INTERNATIONAL LTD | ||
| Q | 11531583 | ACCOUNTING RECORDS |
| NRECA WOOD QUALITY CONTROL INC | ||
| L | 100594 | ACCOUNTING RECORDS |
| NRECA WOOD QUALITY CONTROL INC | ||
| Q | 1534577 | ACCOUNTING RECORDS |
| NRECA WOOD QUALITY CONTROL INC | ||
| O | 449499 | ACCOUNTING RECORDS |
| COOPERATIVE INSURANCE SERVICES | ||
| L | 7206 | ACCOUNTING RECORDS |
| ELECTRIC COOPERATIVE LIFE INSURANCE CO | ||
| L | 10000 | ACCOUNTING RECORDS |
| ELECTRIC COOPERATIVE LIFE INSURANCE CO | ||
| Q | 39126 | ACCOUNTING RECORDS |
| COOPERATIVE BENEFIT ADMINISTRATORS | ||
| L | 6887404 | ACCOUNTING RECORDS |
| COOPERATIVE BENEFIT ADMINISTRATORS | ||
| N | 536486 | ACCOUNTING RECORDS |
| COOPERATIVE BENEFIT ADMINISTRATORS | ||
| O | 7614893 | ACCOUNTING RECORDS |
| COOPERATIVE BENEFIT ADMINISTRATORS | ||
| Q | 5273480 | ACCOUNTING RECORDS |
| COOPERATIVE ENERGY SERVICES | ||
| Q | 543294 | ACCOUNTING RECORDS |
| RE INVESTMENT INC | ||
| O | 20106 | ACCOUNTING RECORDS |
| RE INVESTMENT INC | ||
| L | 942977 | ACCOUNTING RECORDS |
| RE INVESTMENT INC | ||
| Q | 84361 | ACCOUNTING RECORDS |
| RE ADVISERS INC | ||
| L | 3815939 | ACCOUNTING RECORDS |
| RE ADVISERS INC | ||
| Q | 2923322 | ACCOUNTING RECORDS |
| RE ADVISERS INC | ||
| O | 524735 | ACCOUNTING RECORDS |
| RE ADVISERS INC | ||
| A | 296464 | ACCOUNTING RECORDS |
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