Civic Intelligence

Unknown Organization

EIN 45-4907387 • 501(c)3 • Columbus, OH

Profile

The mission of advanced energy economy ohio institute, aeeo's charitable and educational affiliate, is to raise awareness of the public benefits and opportunities of advanced energy. Aeeoi carries out its mission in a number of ways, both directly and through products and services it creates that are made available to the general public through aeeo.

175 S Third Street No 1070Columbus, OH 43215

www.aeeohioinstitute.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.52x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

78th percentile

0.22x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

39th percentile

1.0%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$246,868

Up $36,857 (+18%) from 2013

Liabilities

Down

$127,448

Down $7,472 (-5.5%) from 2013

Net Assets

Up

$119,420

Up $44,329 (+59%) from 2013

Operations
Liabilities / Revenue78th percentileNet Margin61st percentile

Revenue

Up

$587,333

Up $5,681 (+1.0%) from 2013

Expenses

Down

$526,736

Down $50,778 (-8.8%) from 2013

Net Income

Up

$60,597

Up $56,459 (+1364%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2012: $153,296Liabilities 2012: $82,343Net Assets 2012: $70,9532012Assets 2013: $210,011Liabilities 2013: $134,920Net Assets 2013: $75,0912013Assets 2014: $246,868Liabilities 2014: $127,448Net Assets 2014: $119,4202014

Highlighted filing

2014

Assets$246,868
Liabilities$127,448
Net Assets$119,420
Open 2014 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0Revenue 2012: $487,896Expenses 2012: $416,943Net Income 2012: $70,9532012Revenue 2013: $581,652Expenses 2013: $577,514Net Income 2013: $4,1382013Revenue 2014: $587,333Expenses 2014: $526,736Net Income 2014: $60,5972014

Highlighted filing

2014

Revenue$587,333
Expenses$526,736
Net Income$60,597
Open 2014 Filing

Filings

Most recent year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$246,868
Liabilities
$127,448
Net assets
$119,420
Revenue
$587,333
Expenses
$526,736
Net income
$60,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$2.47$1.27$1.19$5.87$5.27$0.61
2013Detailed filing. Detailed filing data is available for this year.$2.10$1.35$0.75$5.82$5.78$0.04
2012Summary only. Only limited summary data is available for this year.$1.53$0.82$0.71$4.88$4.17$0.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 26, 2015
Return Version
2014v5.0
Gross Receipts
$587,333
Mission and Program Overview

Mission

The mission of advanced energy economy ohio institute, aeeo's charitable and educational affiliate, is to raise awareness of the public benefits and opportunities of advanced energy. Aeeoi carries out its mission in a number of ways, both directly and through products and services it creates that are made available to the general public through aeeo.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$51,237$117,644▲ $66,407
Accounts Receivable$12,656$3,285▼ $9,371
Prepaid Expenses and Deferred Charges$2,907$2,193▼ $714
Total Assets$210,011$246,868▲ $36,857
Other Assets Total$143,211$123,746▼ $19,465
Liabilities
Deferred Revenue-$98,400-
Accounts Payable and Accrued Expenses$134,920$29,048▼ $105,872
Total Liabilities$134,920$127,448▼ $7,472
Net Assets / Fund Balance
Unrestricted Net Assets$75,091$119,420▲ $44,329
Total Net Assets Fund Balance$75,091$119,420▲ $44,329
Total Liabilities and Net Assets / Fund Balance$210,011$246,868▲ $36,857

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,432--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ted FordPresident & CEOPT$147,066$736$147,802
Michelle MurciaCOO/treasurer of BoardPT$45,213$7,850$53,063

Board Members and Trustees

NameTitle
Eric ZimmerChairman
David WilhelmDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$587,333
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$587,333
Change in Net Assets
$60,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$368,940
Other Expenses$157,796
Total Fundraising Expense$92,487
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$80,747$80,426$39,691$200,864
Other Salaries and Wages$49,087$48,891$24,127$122,105
Fees for Services Other$51,533$13,632$13,632$78,797
Advertising$18,939$5,010$5,009$28,958
Payroll Taxes$9,775$9,737$4,805$24,317
Occupancy-$21,752-$21,752
Other Employee Benefits$8,705$8,670$4,279$21,654
Office Expenses$1,149$9,141$194$10,484
Travel$1,709$5,002$561$7,272
Insurance-$1,997-$1,997
Conferences and Meetings$1,738$75$34$1,847
Fees for Services Legal$1,623--$1,623
Fees for Services Accounting-$1,200-$1,200
Other Expenses$314$313$155$782
Information Technology-$132-$132
Total Functional Expenses$225,319$208,930$92,487$526,736
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Yes, copies of the form 990 are emailed to the board before it is filed.”

Form 990, Part VI, Section B, Line 12C

“We solicit conflicts from board members on an annual basis prior to filing our form 990.”

Form 990, Part VI, Section B, Line 15

“There have not had any major hires recently, but in the past, the process has been the following: first, a salary survey of ceo salaries was obtained from employers resource association (era), and comparable non-profit 990's were looked up on morning star. Next, the bod after interviewing a number of candidates, chose a candidate. With the information gathered along with input from current employees, an employment package is determined.”

Form 990, Part VI, Section C, Line 18

“The organization makes its 990 and form 1023 available upon request. In addition, the 990 is available on another's website, www.guidestar.org.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Advanced Energy Economy Ohio Institute
EIN
45-4907387
Phone
6142270180
Address
175 S THIRD STREET NO 1070, COLUMBUS, OH 43215

Signing Officer

Name
Michelle Murcia
Title
Chief Operating Officer
Phone
6142270180
Signed
2015-03-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
S Theodore Ford
Formed
2012
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
2
Employees
7
Volunteers
0

Preparer

Firm
John Gerlach & Company Llp
Address
37 W BROAD ST STE 530, COLUMBUS, OH 43215
Preparer
Tj Conger CPA
Phone
6142242164
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“The mission of advanced energy economy ohio institute, aeeo's charitable and educational affiliate, is to raise awareness of the public benefits and opportunities of advanced energy. Aeeoi carries out its mission in a number of ways, both directly and through products and services it creates that are made available to the general public through aeeo.”

Form 990, Part IX, Line 11G

“Consulting services: program service expenses 51,533. Management and general expenses 13,632. Fundraising expenses 13,632. Total expenses 78,797.”

Raw XML Appendix396 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT & CEO
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF ADVANCED ENERGY ECONOMY OHIO INSTITUTE, AEEO'S CHARITABLE AND EDUCATIONAL AFFILIATE, IS TO RAISE AWARENESS OF THE PUBLIC BENEFITS AND OPPORTUNITIES OF ADVANCED ENERGY. AEEOI CARRIES OUT ITS MISSION IN A NUMBER OF WAYS, BOTH DIRECTLY AND THROUGH PRODUCTS AND SERVICES IT CREATES THAT ARE MADE AVAILABLE TO THE GENERAL PUBLIC THROUGH AEEO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES, COPIES OF THE FORM 990 ARE EMAILED TO THE BOARD BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WE SOLICIT CONFLICTS FROM BOARD MEMBERS ON AN ANNUAL BASIS PRIOR TO FILING OUR FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE HAVE NOT HAD ANY MAJOR HIRES RECENTLY, BUT IN THE PAST, THE PROCESS HAS BEEN THE FOLLOWING: FIRST, A SALARY SURVEY OF CEO SALARIES WAS OBTAINED FROM EMPLOYERS RESOURCE ASSOCIATION (ERA), AND COMPARABLE NON-PROFIT 990'S WERE LOOKED UP ON MORNING STAR. NEXT, THE BOD AFTER INTERVIEWING A NUMBER OF CANDIDATES, CHOSE A CANDIDATE. WITH THE INFORMATION GATHERED ALONG WITH INPUT FROM CURRENT EMPLOYEES, AN EMPLOYMENT PACKAGE IS DETERMINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS 990 AND FORM 1023 AVAILABLE UPON REQUEST. IN ADDITION, THE 990 IS AVAILABLE ON ANOTHER'S WEBSITE, WWW.GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 51,533. MANAGEMENT AND GENERAL EXPENSES 13,632. FUNDRAISING EXPENSES 13,632. TOTAL EXPENSES 78,797.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ADVANCED ENERGY ECONOMY OHIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0453200638
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MEMBERSHIP TRADE ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0175 SOUTH THIRD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0COLUMBUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043215
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt054187
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt139618
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0PERCENTAGE OF TIME
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1BY NUMBER OF EMPLOYEES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0OHIO ADVANCED ENERGY ECONOMY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1OHIO ADVANCED ENERGY ECONOMY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0210011
IRS990/TotalAssetsEOYAmt0246868
IRS990/TotalAssetsGrp/BOYAmt0210011
IRS990/TotalAssetsGrp/EOYAmt0246868
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0587333
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt092487
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0208930
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0225319
IRS990/TotalFunctionalExpensesGrp/TotalAmt0526736
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0134920
IRS990/TotalLiabilitiesEOYAmt0127448
IRS990/TotalLiabilitiesGrp/BOYAmt0134920
IRS990/TotalLiabilitiesGrp/EOYAmt0127448
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt075091
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0119420
IRS990/TotalOtherCompensationAmt08586
IRS990/TotalProgramServiceExpensesAmt0225319
IRS990/TotalReportableCompFromOrgAmt0192279
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0587333
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0210011
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0246868
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt0561
IRS990/TravelGrp/ManagementAndGeneralAmt05002
IRS990/TravelGrp/ProgramServicesAmt01709
IRS990/TravelGrp/TotalAmt07272
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt075091
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0119420
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0175 S THIRD STREET NO 1070
IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043215
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.AEEOHIOINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE MURCIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF OPERATING OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06142270180
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADVANCED ENERGY ECONOMY OHIO INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0ADVA
ReturnHeader/Filer/EIN0454907387
ReturnHeader/Filer/PhoneNum06142270180
ReturnHeader/Filer/USAddress/AddressLine1Txt0175 S THIRD STREET NO 1070
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043215
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0314419361
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN GERLACH & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt037 W BROAD ST STE 530
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043215
ReturnHeader/PreparerPersonGrp/PhoneNum06142242164
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TJ CONGER CPA
ReturnHeader/ReturnTs02015-04-15T13:07:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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