Civic Intelligence

Unknown Organization

990 • Fiscal year 2013 • EIN 45-4907387

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization ProfileWWW.AEEOHIOINSTITUTE.ORG
175 South Third Street No 107043215

(614) 227-0180

Siviq Scores

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

Liabilities / Assets

86th percentile

0.64x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

74th percentile

0.23x

Higher debt load relative to revenue than 74% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

42nd percentile

0.7%

Higher net margin than 42% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

87th percentile

37%

Faster asset growth than 87% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$210,011

Up $56,715 (+37%) from 2012

Net Assets

Up

$75,091

Up $4,138 (+5.8%) from 2012

Liabilities

Up

$134,920

Up $52,577 (+64%) from 2012

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin42nd percentile

Revenue

Up

$581,652

Up $93,756 (+19%) from 2012

Expenses

Up

$577,514

Up $160,571 (+39%) from 2012

Net Income

Down

$4,138

Down $66,815 (-94%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$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

2013

Assets$210,011
Liabilities$134,920
Net Assets$75,091
Open 2013 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$581,652
Expenses$577,514
Net Income$4,138
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$581,652
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$86,564$51,237▼ $35,327
Accounts Receivable-$12,656-
Prepaid Expenses and Deferred Charges$125$2,907▲ $2,782
Total Assets$153,296$210,011▲ $56,715
Other Assets Total$66,607$143,211▲ $76,604
Liabilities
Accounts Payable and Accrued Expenses$82,343$134,920▲ $52,577
Total Liabilities$82,343$134,920▲ $52,577
Net Assets / Fund Balance
Unrestricted Net Assets$70,953$75,091▲ $4,138
Total Net Assets Fund Balance$70,953$75,091▲ $4,138
Total Liabilities and Net Assets / Fund Balance$153,296$210,011▲ $56,715

Asset Categories

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle MurciaCOOPT$175,000$5,097$180,097
Ted FordPresident & CEOPT$150,000$412$150,412

Board Members and Trustees

NameTitle
Eric ZimmerChairman
David WilhelmDirector
Rebecca BagleyDirector
William DawsonDirector
Steve CaminatiSecretary - Through 5/27/13
Revenue and Support

Revenue Composition

Contributions and Grants
$581,652
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$581,652
Change in Net Assets
$4,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$365,965
Other Expenses$211,549
Total Fundraising Expense$99,427
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$132,864$132,336$65,308$330,508
Fees for Services Other$80,503$26,206$21,295$128,004
Payroll Taxes$8,776$8,742$4,314$21,832
Office Expenses$4,369$13,167$257$17,793
Travel$6,611$8,679$2,168$17,458
Advertising$11,157$2,951$2,951$17,059
Other Salaries and Wages$5,453$5,432$2,681$13,566
Fees for Services Legal$11,667--$11,667
Occupancy-$7,001-$7,001
Information Technology-$6,243-$6,243
Conferences and Meetings$1,434$311$206$1,951
Insurance-$1,321-$1,321
Other Expenses$479$320$235$320
All Other Expenses-$249-$249
Other Employee Benefits$24$23$12$59
Total Functional Expenses$263,337$214,750$99,427$577,514
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Steve CaminatiSteve Caminati Was the Secretary of the Board for the Organization.Steve Caminati Was an Employee of Melamed Communications, Who Provided Management Consulting Services for Aeeoi.No$44,692
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
Yes
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

“Copies of the form 990 are emailed to the board before it is filed.”

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

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

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

“Survey data for other non-profit organizations was gathered from employer's resource association. In addition, the salary for the ceo was approved by the board, who also approves the budget for the organization.”

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

EIN
45-4907387
Phone
6142270180

Signing Officer

Name
Michelle Murcia
Title
Chief Operating Officer
Phone
6142270180
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
S Theodore Ford
Formed
2012
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
4
Employees
9
Volunteers
0

Preparer

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 80,503. Management and general expenses 21,295. Fundraising expenses 21,295. Total expenses 123,093. Professional services: program service expenses 0. Management and general expenses 4,911. Fundraising expenses 0. Total expenses 4,911.”

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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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1175000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt0412
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt15097
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TED FORD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MICHELLE MURCIA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0150412
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1180097
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0SURVEY DATA FOR OTHER NON-PROFIT ORGANIZATIONS WAS GATHERED FROM EMPLOYER'S RESOURCE ASSOCIATION IN DETERMINING THE COMPENSATION FOR THE CEO. IN ADDITION, THE BOARD APPROVED THE WRITTEN CONTRACT WHICH INCLUDED SALARY INFORMATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0STEVE CAMINATI
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0STEVE CAMINATI WAS THE SECRETARY OF THE BOARD FOR THE ORGANIZATION.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt044692
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0STEVE CAMINATI WAS AN EMPLOYEE OF MELAMED COMMUNICATIONS, WHO PROVIDED MANAGEMENT CONSULTING SERVICES FOR AEEOI.
IRS990/ScheduleORequiredInd01
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/ExplanationTxt1COPIES OF THE FORM 990 ARE EMAILED TO THE BOARD BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WILL SOLICIT CONFLICTS FROM BOARD MEMBERS ON AN ANNUAL BASIS PRIOR TO FILING OUR FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SURVEY DATA FOR OTHER NON-PROFIT ORGANIZATIONS WAS GATHERED FROM EMPLOYER'S RESOURCE ASSOCIATION. IN ADDITION, THE SALARY FOR THE CEO WAS APPROVED BY THE BOARD, WHO ALSO APPROVES THE BUDGET FOR THE ORGANIZATION.
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 80,503. MANAGEMENT AND GENERAL EXPENSES 21,295. FUNDRAISING EXPENSES 21,295. TOTAL EXPENSES 123,093. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,911. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,911.
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 15A
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/BusinessNameLine10ADVANCED ENERGY ECONOMY OHIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0453200638
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MEMBERSHIP TRADE ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10175 SOUTH THIRD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0COLUMBUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode043215
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt066102
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt17868
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0PERCENTAGE OF TIME
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL EXPENSE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10ADVANCED ENERGY ECONOMY OHIO
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11ADVANCED ENERGY ECONOMY OHIO
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/TotalAssetsBOYAmt0153296
IRS990/TotalAssetsEOYAmt0210011
IRS990/TotalAssetsGrp/BOYAmt0153296
IRS990/TotalAssetsGrp/EOYAmt0210011
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0581652
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt099427

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$210,011
Liabilities
$134,920
Net assets
$75,091
Revenue
$581,652
Expenses
$577,514
Net income
$4,138
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