Civic Intelligence

Western Power Trading Forum

990 • Fiscal year 2017 • EIN 94-3296987

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 19, 2018

1900 Point West Way No 222Sacramento, CA 95815

(916) 333-2364

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

94th percentile

0.80x

Higher debt load relative to assets than 94% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.40x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Net Margin

51st percentile

3.9%

Higher net margin than 51% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

87th percentile

$281,127

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2017

Asset Growth

89th percentile

29%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

16%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$971,606

Up $216,201 (+29%) from 2016

Net Assets

Up

$193,305

Up $76,678 (+66%) from 2016

Liabilities

Up

$778,301

Up $139,523 (+22%) from 2016

Revenue

Up

$1,945,277

Up $275,129 (+16%) from 2016

Expenses

Up

$1,868,599

Up $188,467 (+11%) from 2016

Net Income

Up

$76,678

Up $86,662 (+868%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $530,219Liabilities 2011: $0Net Assets 2011: $530,2192011Assets 2012: $549,745Liabilities 2012: $0Net Assets 2012: $549,7452012Assets 2013: $570,693Liabilities 2013: $0Net Assets 2013: $570,6932013Assets 2014: $525,419Liabilities 2014: $0Net Assets 2014: $525,4192014Assets 2015: $845,976Liabilities 2015: $719,365Net Assets 2015: $126,6112015Assets 2016: $755,405Liabilities 2016: $638,778Net Assets 2016: $116,6272016Assets 2017: $971,606Liabilities 2017: $778,301Net Assets 2017: $193,3052017Assets 2018: $924,156Liabilities 2018: $743,057Net Assets 2018: $181,0992018Assets 2019: $932,530Liabilities 2019: $745,064Net Assets 2019: $187,4662019Assets 2020: $1,003,716Liabilities 2020: $759,058Net Assets 2020: $244,6582020Assets 2021: $1,264,749Liabilities 2021: $890,963Net Assets 2021: $373,7862021Assets 2022: $1,353,004Liabilities 2022: $970,060Net Assets 2022: $382,9442022Assets 2023: $1,509,472Liabilities 2023: $1,078,785Net Assets 2023: $430,6872023Assets 2024: $1,821,978Liabilities 2024: $1,223,191Net Assets 2024: $598,7872024

Highlighted filing

2017

Assets$971,606
Liabilities$778,301
Net Assets$193,305

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,505,902Expenses 2011: $1,423,618Net Income 2011: $82,2842011Revenue 2012: $1,415,195Expenses 2012: $1,395,669Net Income 2012: $19,5262012Revenue 2013: $1,410,243Expenses 2013: $1,389,295Net Income 2013: $20,9482013Revenue 2014: $1,528,796Expenses 2014: $1,574,070Net Income 2014: -$45,2742014Revenue 2015: $1,659,884Expenses 2015: $1,627,408Net Income 2015: $32,4762015Revenue 2016: $1,670,148Expenses 2016: $1,680,132Net Income 2016: -$9,9842016Revenue 2017: $1,945,277Expenses 2017: $1,868,599Net Income 2017: $76,6782017Revenue 2018: $2,130,264Expenses 2018: $2,142,470Net Income 2018: -$12,2062018Revenue 2019: $1,960,448Expenses 2019: $1,954,081Net Income 2019: $6,3672019Revenue 2020: $1,928,402Expenses 2020: $1,871,210Net Income 2020: $57,1922020Revenue 2021: $2,034,643Expenses 2021: $1,905,515Net Income 2021: $129,1282021Revenue 2022: $2,292,398Expenses 2022: $2,283,240Net Income 2022: $9,1582022Revenue 2023: $2,699,333Expenses 2023: $2,651,590Net Income 2023: $47,7432023Revenue 2024: $3,128,598Expenses 2024: $2,960,498Net Income 2024: $168,1002024

Highlighted filing

2017

Revenue$1,945,277
Expenses$1,868,599
Net Income$76,678
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 19, 2018
Return Version
2017v2.3
Gross Receipts
$1,945,277
Mission and Program Overview

Mission

The western power trading forum was formed to further the development of a competitive electricity market, by encouraging the establishment of sound public policy, encouraging the collection and dissemination of information, encouraging and promoting criteria, serving as a public forum, and supporting public policy, all to develop competitive electricity markets.

The western power trading forum was formed to further the development of a competitive electricity market.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$368,102$527,038▲ $158,936
Cash and Non-Interest-Bearing Accounts$349,612$421,626▲ $72,014
Prepaid Expenses and Deferred Charges$37,691$22,942▼ $14,749
Total Assets$755,405$971,606▲ $216,201
Liabilities
Deferred Revenue$585,500$595,710▲ $10,210
Accounts Payable and Accrued Expenses$53,278$182,591▲ $129,313
Total Liabilities$638,778$778,301▲ $139,523
Net Assets / Fund Balance
Unrestricted Net Assets$116,627$193,305▲ $76,678
Total Net Assets Fund Balance$116,627$193,305▲ $76,678
Total Liabilities and Net Assets / Fund Balance$755,405$971,606▲ $216,201
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Foothill Services IncExecutive DirectorFT$225,859$55,268$281,127

Board Members and Trustees

NameTitle
Brian TheakerChair
Shawn BaileyVice-chair
Avis KowalewskiDirector
David FrancisDirector
Deborah HartDirector
Eric SchubertDirector
Francois VincentDirector
Hal DittmerDirector
Harry SinghDirector
Jason CoxDirector
Julie GillDirector
Kerry HattevikDirector
Richard DemingDirector
William BergDirector
Matthew BarmackTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Resero CorporationConsulting9289 SHADOW BROOK PLACE, Granite Bay, CA 95746$428,019
Energy StrategiesLegal21700 OXNARD STREET, Woodland Hills, CA 91367$241,502
-Legal4202 ASHWORTH AVENUE N, Seattle, WA 98103$192,383
-Consulting215 S STATE ST STE 200, Salt Lake City, UT 84111$172,880
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,945,229
Investment Income
$48
Other Revenue
$0
Change in Net Assets
$76,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,587,472
Salaries, Compensation, and Employee Benefits$281,127
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$1,338,189
Current Officers, Directors, Trustees, and Key Employees---$281,127
Conferences and Meetings---$118,343
Fees for Services Management---$30,640
Travel---$30,425
Fees for Services Legal---$24,564
All Other Expenses---$14,375
Other Expenses---$6,103
Fees for Services Accounting---$855
Total Functional Expenses$0$0$0$1,868,599
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

During the year, the board of directors contracted with gary ackerman of foothill services inc (a california corporation) and foothill services nevada inc (a nevada corporation) to perform the duties of the executive director.

Form 990, Part VI, Section A, Line 6

The western power trading forum has a broad base of members, dedicated to encouraging competition in the electric market of the western united states.

Form 990, Part VI, Section A, Line 7A

The members of the western power trading forum elect the board of directors.

Form 990, Part VI, Section A, Line 7B

The voting members of western power trading forum are entitiled to vote at all general and special membership meetings of the organization.

Form 990, Part VI, Section B, Line 11B

Form 990 is prepared for review by the executive director and the organization's manager. Once reviewed and approved, form 990 will be completed, signed and mailed, and provided to the board of directors.

Form 990, Part VI, Section B, Line 15A

The executive director's compensation was determined by the board of directors and approved by the board.

Form 990, Part VI, Section C, Line 19

Governing documents and policies are made available to the public upon request, either online or written communication.

Filing and Contact Details

Filer

Filer Name
Western Power Trading Forum
EIN
94-3296987
Phone
9163332364
Address
1900 POINT WEST WAY NO 222, SACRAMENTO, CA 95815

Signing Officer

Name
Jenifer Mcdonald
Title
Director of Administration
Phone
9164855875
Signed
2018-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenifer Mcdonald
Formed
1998
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Richard F Strawn CPA
Address
333 UNIVERSITY AVENUE SUITE 200, SACRAMENTO, CA 95825-8308
Preparer
Richard F Strawn
Phone
9165657424
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Advocacy 1,208,842. Gf funding 103,347. Assistant executive director 26,000.

Raw XML AppendixShowing 400 of 433 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt053278
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0182591
IRS990/AccountsReceivableGrp/BOYAmt0368102
IRS990/AccountsReceivableGrp/EOYAmt0527038
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE WESTERN POWER TRADING FORUM WAS FORMED TO FURTHER THE DEVELOPMENT OF A COMPETITIVE ELECTRICITY MARKET.
IRS990/AllOtherExpensesGrp/TotalAmt014375
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MCDONALD ASSOCIATION MANAGEMENT
IRS990/BooksInCareOfDetail/PhoneNum09164855875
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01900 POINT WEST WAY SUITE 222
IRS990/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095815
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0349612
IRS990/CashNonInterestBearingGrp/EOYAmt0421626
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0281127
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0118343
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0428019
IRS990/ContractorCompensationGrp/CompensationAmt1241502
IRS990/ContractorCompensationGrp/CompensationAmt2192383
IRS990/ContractorCompensationGrp/CompensationAmt3172880
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt09289 SHADOW BROOK PLACE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt121700 OXNARD STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt24202 ASHWORTH AVENUE N
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3215 S STATE ST STE 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0GRANITE BAY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1WOODLAND HILLS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2SEATTLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3SALT LAKE CITY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3UT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd095746
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd191367
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd298103
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd384111
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0RESERO CORPORATION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1ENERGY STRATEGIES
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0DANIEL DOUGLASS DOUGLASS LIDDELL
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1CLARE BREIDENICH ACIEM CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc1LEGAL
IRS990/ContractorCompensationGrp/ServicesDesc2LEGAL
IRS990/ContractorCompensationGrp/ServicesDesc3CONSULTING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt048
IRS990/CYOtherExpensesAmt01587472
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01945229
IRS990/CYRevenuesLessExpensesAmt076678
IRS990/CYSalariesCompEmpBnftPaidAmt0281127
IRS990/CYTotalExpensesAmt01868599
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01945277
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0585500
IRS990/DeferredRevenueGrp/EOYAmt0595710
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THE GOAL OF WPTF IS TO REDUCE THE LONG-RUN COST OF ELECTRICITY TO CONSUMERS THROUGHOUT THE REGION AND TO MAINTAIN THE CURRENT HIGH LEVEL OF SYTEM RELIABILITY. WPTF'S ACTIONS FOCUS ON DEVELOPING COMPETITIVE ELECTRICITY MARKETS THROUGHOUT THE WESTERN STATES, BY DEVELOPING UNIFORM OPERATING RULES TO FACILITATE TRANSACTIONS AMONG MARKET PARTICIPANTS AND ENSURING A VITAL ENERGY MARKET IS ESTABLISHED. WPTF PROVIDES AN INFORMATION CLEARINGHOUSE FOR ITS MEMBERS, ACTIVELY TRACKING AND ANALYZING RELEVANT REGULATORY PROCEEDINGS AT THE STATE, REGIONAL, AND NATIONAL LEVELS. WPTF ALSO PROVIDES A UNIFIED VOICE WHICH CAN INFLUENCE THE DEVELOPMENT OF MARKET STRUCTURES THROUGHOUT THE REGION.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0855
IRS990/FeesForServicesLegalGrp/TotalAmt024564
IRS990/FeesForServicesManagementGrp/TotalAmt030640
IRS990/FeesForServicesOtherGrp/TotalAmt01338189
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0JULIE GILL
IRS990/Form990PartVIISectionAGrp/PersonNm1ERIC SCHUBERT
IRS990/Form990PartVIISectionAGrp/PersonNm2HARRY SINGH
IRS990/Form990PartVIISectionAGrp/PersonNm3AVIS KOWALEWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD DEMING
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID FRANCIS
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM BERG
IRS990/Form990PartVIISectionAGrp/PersonNm7JASON COX
IRS990/Form990PartVIISectionAGrp/PersonNm8DEBORAH HART
IRS990/Form990PartVIISectionAGrp/PersonNm9MATTHEW BARMACK
IRS990/Form990PartVIISectionAGrp/PersonNm10SHAWN BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm11BRIAN THEAKER
IRS990/Form990PartVIISectionAGrp/PersonNm12KERRY HATTEVIK
IRS990/Form990PartVIISectionAGrp/PersonNm13FRANCOIS VINCENT
IRS990/Form990PartVIISectionAGrp/PersonNm14HAL DITTMER
IRS990/Form990PartVIISectionAGrp/PersonNm15FOOTHILL SERVICES INC
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15281127
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01945277
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt048
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE WESTERN POWER TRADING FORUM WAS FORMED TO FURTHER THE DEVELOPMENT OF A COMPETITIVE ELECTRICITY MARKET, BY ENCOURAGING THE ESTABLISHMENT OF SOUND PUBLIC POLICY, ENCOURAGING THE COLLECTION AND DISSEMINATION OF INFORMATION, ENCOURAGING AND PROMOTING CRITERIA, SERVING AS A PUBLIC FORUM, AND SUPPORTING PUBLIC POLICY, ALL TO DEVELOP COMPETITIVE ELECTRICITY MARKETS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0116627
IRS990/NetAssetsOrFundBalancesEOYAmt0193305
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1EVENT PLANNING
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP SERRVICES AN
IRS990/OtherExpensesGrp/Desc3WEBSITE
IRS990/OtherExpensesGrp/TotalAmt08266
IRS990/OtherExpensesGrp/TotalAmt17875
IRS990/OtherExpensesGrp/TotalAmt27837
IRS990/OtherExpensesGrp/TotalAmt36103
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt037691
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022942
IRS990/PrincipalOfficerNm0JENIFER MCDONALD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2611430
IRS990/ProgramServiceRevenueGrp/Desc0ADVOCACY FEES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2MEMBERSHIP MEETINGS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01265333
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1620850
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt259046
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01265333
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1620850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt259046
IRS990/ProgSrvcAccomActy2Grp/Desc0WPTF HOLDS TWO GENERAL MEMBERSHIP MEETINGS EACH YEAR FOR EDUCATIONAL PURPOSES, THAT BRING THE MOST TIMELY TOPICS AND SPEAKERS TO TRAIN AND EDUCATE ITS MEMBERS.
IRS990/ProgSrvcAccomActy3Grp/Desc0WPTF HAS SPECIAL PROJECTS THAT TRACK CURRENT ISSUES IN THE POWER INDUSTRY. THESE TOPICS ARE FUNDED BY WPTF MEMBERS, BASED ON THEIR INTEREST IN THE SUBJECT MATTERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt069
IRS990/PYOtherExpensesAmt01400649
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01670079
IRS990/PYRevenuesLessExpensesAmt0-9984
IRS990/PYSalariesCompEmpBnftPaidAmt0279483
IRS990/PYTotalExpensesAmt01680132
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01670148
IRS990/ReconcilationRevenueExpnssAmt076678
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0620850
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/ClubDuesOrFeesInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0225859
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount055268
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0FOOTHILL SERVICES INC
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0281127
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DURING THE YEAR, THE BOARD OF DIRECTORS CONTRACTED WITH GARY ACKERMAN OF FOOTHILL SERVICES INC (A CALIFORNIA CORPORATION) AND FOOTHILL SERVICES NEVADA INC (A NEVADA CORPORATION) TO PERFORM THE DUTIES OF THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE WESTERN POWER TRADING FORUM HAS A BROAD BASE OF MEMBERS, DEDICATED TO ENCOURAGING COMPETITION IN THE ELECTRIC MARKET OF THE WESTERN UNITED STATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS OF THE WESTERN POWER TRADING FORUM ELECT THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE VOTING MEMBERS OF WESTERN POWER TRADING FORUM ARE ENTITILED TO VOTE AT ALL GENERAL AND SPECIAL MEMBERSHIP MEETINGS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS PREPARED FOR REVIEW BY THE EXECUTIVE DIRECTOR AND THE ORGANIZATION'S MANAGER. ONCE REVIEWED AND APPROVED, FORM 990 WILL BE COMPLETED, SIGNED AND MAILED, AND PROVIDED TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE EXECUTIVE DIRECTOR'S COMPENSATION WAS DETERMINED BY THE BOARD OF DIRECTORS AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS AND POLICIES ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, EITHER ONLINE OR WRITTEN COMMUNICATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADVOCACY 1,208,842. GF FUNDING 103,347. ASSISTANT EXECUTIVE DIRECTOR 26,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0755405
IRS990/TotalAssetsEOYAmt0971606
IRS990/TotalAssetsGrp/BOYAmt0755405
IRS990/TotalAssetsGrp/EOYAmt0971606
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01868599
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0638778
IRS990/TotalLiabilitiesEOYAmt0778301
IRS990/TotalLiabilitiesGrp/BOYAmt0638778
IRS990/TotalLiabilitiesGrp/EOYAmt0778301
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0116627
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0193305
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01945229
IRS990/TotalReportableCompFromOrgAmt0281127
IRS990/TotalRevenueGrp/ExclusionAmt048
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01945229
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01945277
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0755405
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0971606
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt030425
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0116627
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0193305
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01900 POINT WEST WAY SUITE 222
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095815
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.WPTF.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENIFER MCDONALD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.82$1.22$0.60$3.13$2.96$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.51$1.08$0.43$2.70$2.65$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.97$0.38$2.29$2.28$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.89$0.37$2.03$1.91$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.76$0.24$1.93$1.87$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.75$0.19$1.96$1.95$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.74$0.18$2.13$2.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.78$0.19$1.95$1.87$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.64$0.12$1.67$1.68$0.01
2015Summary only. Only limited summary data is available for this year.$0.85$0.72$0.13$1.66$1.63$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.53$1.57$0.05
2013Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$1.41$1.39$0.02
2012Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$1.42$1.40$0.02
2011Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$1.51$1.42$0.08