Civic Intelligence

Advanced Energy Economy Institute

990 • Fiscal year 2023 • EIN 80-0373801

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 16, 2024

Organization Profilewww.aeeinstitute.org/homepage
1801 Pennsylvania Avenue NW 410Washington, DC 20006

(202) 380-1950

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.12x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.11x

Higher debt load relative to revenue than 31% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

65th percentile

$229,156

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

96th percentile

110%

Faster asset growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

169%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$19,995,175

Up $10,454,389 (+110%) from 2022

Net Assets

Up

$17,639,779

Up $11,562,712 (+190%) from 2022

Liabilities

Down

$2,355,396

Down $1,108,323 (-32%) from 2022

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin91st percentile

Revenue

Up

$21,329,832

Up $13,414,933 (+169%) from 2022

Expenses

Up

$9,764,948

Up $2,515,900 (+35%) from 2022

Net Income

Up

$11,564,884

Up $10,899,033 (+1637%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $225,434Liabilities 2010: $109,308Net Assets 2010: $116,1262010Assets 2011: $1,594,784Liabilities 2011: $211,705Net Assets 2011: $1,383,0792011Assets 2012: $6,404,627Liabilities 2012: $260,721Net Assets 2012: $6,143,9062012Assets 2013: $2,483,439Liabilities 2013: $579,821Net Assets 2013: $1,903,6182013Assets 2014: $2,470,198Liabilities 2014: $859,751Net Assets 2014: $1,610,4472014Assets 2015: $2,287,867Liabilities 2015: $1,152,861Net Assets 2015: $1,135,0062015Assets 2016: $1,554,667Liabilities 2016: $321,990Net Assets 2016: $1,232,6772016Assets 2017: $2,779,597Liabilities 2017: $159,670Net Assets 2017: $2,619,9272017Assets 2018: $3,028,708Liabilities 2018: $140,407Net Assets 2018: $2,888,3012018Assets 2019: $3,431,956Liabilities 2019: $216,518Net Assets 2019: $3,215,4382019Assets 2020: $5,253,245Liabilities 2020: $1,435,634Net Assets 2020: $3,817,6112020Assets 2021: $6,391,509Liabilities 2021: $980,293Net Assets 2021: $5,411,2162021Assets 2022: $9,540,786Liabilities 2022: $3,463,719Net Assets 2022: $6,077,0672022Assets 2023: $19,995,175Liabilities 2023: $2,355,396Net Assets 2023: $17,639,7792023Assets 2024: $16,997,435Liabilities 2024: $4,298,311Net Assets 2024: $12,699,1242024

Highlighted filing

2023

Assets$19,995,175
Liabilities$2,355,396
Net Assets$17,639,779
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

$30M$20M$10M$0-$10MRevenue 2010: $1,110,052Expenses 2010: $1,177,328Net Income 2010: -$67,2762010Revenue 2011: $3,143,847Expenses 2011: $1,876,894Net Income 2011: $1,266,9532011Revenue 2012: $11,346,264Expenses 2012: $6,585,437Net Income 2012: $4,760,8272012Revenue 2013: $3,108,974Expenses 2013: $7,349,262Net Income 2013: -$4,240,2882013Revenue 2014: $2,549,036Expenses 2014: $2,842,207Net Income 2014: -$293,1712014Revenue 2015: $3,172,851Expenses 2015: $3,648,292Net Income 2015: -$475,4412015Revenue 2016: $3,606,272Expenses 2016: $3,508,601Net Income 2016: $97,6712016Revenue 2017: $4,646,358Expenses 2017: $3,259,108Net Income 2017: $1,387,2502017Revenue 2018: $4,551,548Expenses 2018: $4,283,174Net Income 2018: $268,3742018Revenue 2019: $4,793,686Expenses 2019: $4,466,549Net Income 2019: $327,1372019Revenue 2020: $5,176,077Expenses 2020: $4,573,904Net Income 2020: $602,1732020Revenue 2021: $7,173,171Expenses 2021: $5,579,566Net Income 2021: $1,593,6052021Revenue 2022: $7,914,899Expenses 2022: $7,249,048Net Income 2022: $665,8512022Revenue 2023: $21,329,832Expenses 2023: $9,764,948Net Income 2023: $11,564,8842023Revenue 2024: $8,625,467Expenses 2024: $13,673,501Net Income 2024: -$5,048,0342024

Highlighted filing

2023

Revenue$21,329,832
Expenses$9,764,948
Net Income$11,564,884
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 16, 2024
Return Version
2023v5.1
Gross Receipts
$21,329,832
Mission and Program Overview

Mission

The mission of advanced energy economy institute is to raise awareness of the public benefits and opportunities of advanced energy

To raise awareness of the public benefits and opportunities of advanced energy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$35,000$7,100,000▲ $7,065,000
Savings and Temporary Cash Investments$7,213,443$6,237,290▼ $976,153
Cash and Non-Interest-Bearing Accounts$2,280,058$5,645,498▲ $3,365,440
Investments in Publicly Traded Securities-$999,985-
Prepaid Expenses and Deferred Charges$12,285$12,402▲ $117
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$9,540,786$19,995,175▲ $10,454,389
Liabilities
Other Liabilities$3,220,042$2,091,348▼ $1,128,694
Accounts Payable and Accrued Expenses$243,677$264,048▲ $20,371
Total Liabilities$3,463,719$2,355,396▼ $1,108,323
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,214,512$15,070,734▲ $12,856,222
Net Assets Without Donor Restrictions$3,862,555$2,569,045▼ $1,293,510
Total Net Assets Fund Balance$6,077,067$17,639,779▲ $11,562,712
Total Liabilities and Net Assets / Fund Balance$9,540,786$19,995,175▲ $10,454,389

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$34,687$34,687
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather O'NeillPresident & CEOPT$83,250$145,906$229,156
Hannah PolikovManaging DirectorPT$115,258$46,533$161,791
Amisha RaiVP of Policy and AdvocacyPT$120,629$25,072$145,701
Nathan WillcoxManaging DirectorPT$125,541$14,466$140,007
James TolbertSr. Director, State PolicyPT$107,034$30,826$137,860
Caitlin MarquisManaging DirectorPT$114,492$18,819$133,311
Allison IngramTreasurerPT$101,586$26,086$127,672
Robert KreamerCEO (Ending 02/23)PT$109,078$5,995$115,073

Board Members and Trustees

NameTitle
Sudeen KellyChair
Audrey ZibelmanDirector
Hemant TanejaDirector
Matt RogersDirector
Ted WhiteDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Strategen Consulting IncConsulting10265 Rockingham Dr Ste 100-4061, Sacramento, CA 95827$260,706
BattleAxe DigitalDigital Ads1405 Florida Ave NW, Washington, DC 20009$232,000
Be Clear LLCCommunications2255 Sheridan Blvd Unit C 106, Edgewater, CO 80214$157,925
Nexstar Media IncDigital Ads5000 Riverside Dr Ste 200 West Bldg, Irving, TX 75039$115,000
Revenue and Support

Revenue Composition

Contributions and Grants
$21,188,340
Program Service Revenue
$0
Investment Income
$141,492
Other Revenue
$0
All Other Contributions
$21,188,340
Change in Net Assets
$11,564,884

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$2,503,220Fair Market Value (FMV)
Total Noncash Contributions1$2,503,220-

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,329,565
Revenue Not Reported on Financial Statements
$267
Revenue Not Reported on Form 990
$162,650
Total Revenue per Audited Statements
$21,492,215
Total Revenue per Form 990
$21,329,832
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,607,193
Other Expenses$3,157,755
Total Fundraising Expense$531,546
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,122,394$591,832$376,568$5,090,794
Fees for Services Other$1,439,451$36,250-$1,475,701
Advertising$530,869$2,468-$533,337
Payroll Taxes$444,592$48,564$36,035$529,191
Current Officers, Directors, Trustees, and Key Employees$382,133$54,862$34,906$471,901
Other Employee Benefits$328,223$43,257$30,146$401,626
Travel$166,873$109,095$10,318$286,286
Information Technology$160,247$78,386$14,362$252,995
Conferences and Meetings$140,574$37,316$9,014$186,904
Pension Plan Contributions$93,273$10,675$9,733$113,681
Occupancy$62,227$29,887$6,019$98,133
Office Expenses$46,681$31,002$4,445$82,128
Fees for Services Legal$31$6,081-$6,112
Fees for Services Accounting-$3,300-$3,300
Fees for Service Investment Mgmnt Fees-$267-$267
Other Expenses$52,775$249-$249
Total Functional Expenses$8,091,150$1,142,252$531,546$9,764,948

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,929,503
Total Expenses per Form 990$9,764,948
Expenses per Audited Statements$9,764,681
Expenses Not Reported on Form 990$164,822
Expenses Not Reported on Financial Statements$267
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to affiliates$2,091,348
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The 990's are sent by email to the entire board and they are given a few days to ask questions. At the end of the period, the 990s are filed.”

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

“Annually, employees and officers are required to sign a disclosure form. Any conflicts are investigated and resolved.”

Form 990, Part VI, Section B, line 15

“All salaries, President & CEO included, are benchmarked against other similar organizations to ensure they are consistent. The President & CEO's salary was initially determined by the board president. The salary is annually approved by the Finance Committee and Board Presidents of Advanced Energy United Inc, Advanced Energy Institute and Counterspark, Inc.”

Form 990, Part VI, Section C, line 19

“The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Advanced Energy Institute
EIN
80-0373801
Phone
2023801950
Address
1801 Pennsylvania Avenue NW 410, Washington, DC 20006

Signing Officer

Name
Allison Ingram
Title
EVP, Finance/Operations
Phone
2023801950
Signed
2024-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather O'Neill
Formed
2009
Legal Domicile
Dc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
50

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Yong Zhang CPA
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Consulting fees: Program service expenses 1,439,451. Management and general expenses 36,250. Fundraising expenses 0. Total expenses 1,475,701.”

Form 990, Part XII, line 2C

“The organization's oversight process of audit has been consistent with prior years.”

Form 990, Parts V/VII and Schedule J

“The organization does not issue W2s under its own EIN. Employees reported on Part VII and Schedule J of Form 990 received their W2s from Advanced Energy United, Inc. (FKA: Advanced Energy Economy Inc.)”

Financial Statement Notes

Part X, Line 2:

“The Institute is exempt from federal income taxes under IRC Section 501(c)(3) and is classified as other than a private foundation under IRC Section 501(a)(1). Accordingly, no provision for income taxes has been made in the accompanying combined financial statements.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6210930
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7101586
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8125758
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9125541
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5CEO (Ending 02/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt6President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Managing Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Managing Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP of Policy and Advocacy
IRS990/Form990PartVIISectionAGrp/TitleTxt11Managing Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Sr. Director, State Policy
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IRS990/OtherExpensesGrp/Desc2Licenses and registrati
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1425
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt010675
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IRS990/PrincipalOfficerNm0Heather O'Neill
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Expanding Wholesale Markets: This initiative seeks to eliminate barriers to the participation of advanced energy technologies in competitive wholesale markets. This work includes, but is not limited to, reforming legal independent system operator and regional transmission organization (ISO/RTO) market rules and operating practices that restrict or limit the ability of advanced energy technologies to participate in the markets, pursuing new market designs that better accomodate and take advantage of the unique physical and operational characteristics of advanced energy technologies, and opposing market rule proposals that would unfairly disadvantage advanced energy technologies or give undue preference to incumbent technologies.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02476579
IRS990/ProgSrvcAccomActy3Grp/Desc0Decision maker education and engagement: The Institute works to help state regulators, state energy office officials, and candidates for governor and legislature better understand advanced energy products, services, and business models. Through engagement, business roundtables, and educational forums, the Institute educates candidates, commissioners, energy office officials, and staff members about the benefits advanced energy technologies and services can provide to customers and the electric power system and helps to solve the challenges in obtaining these benefits.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0906139
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Electrifying transportation: This initiative is designed to accelerate the electrification of transportation across the country. This program works to speed the adoption of electric vehicles (EVS), charging infrastructure, and supportive technologies/services through a targeted strategy focused on key states. The specific policies pursued include, but are not limited to, those that reduce the upfront price of the vehicle, accelerate charging infrastructure deployment, modernize utility regulations to integrate EVS, and address the specific challenges facing medium- and heavy-duty vehicles.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Other programs include: Education and communications.
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1726739
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07915047
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IRS990/PYGrantsAndSimilarPaidAmt096225
IRS990/PYInvestmentIncomeAmt0-148
IRS990/PYOtherExpensesAmt02957239
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt07213443
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06237290
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07173134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05175804
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04785722
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0141492
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt037
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0273
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0464
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82450
IRS990ScheduleA/PublicSupportPY170Pct00.84850
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,995,175
Liabilities
$2,355,396
Net assets
$17,639,779
Revenue
$21,329,832
Expenses
$9,764,948
Net income
$11,564,884
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.0$4.30$12.7$8.63$13.7$5.05
2023Detailed filing. Detailed filing data is available for this year.$20.0$2.36$17.6$21.3$9.76$11.6
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.54$3.46$6.08$7.91$7.25$0.67
2021Detailed filing. Detailed filing data is available for this year.$6.39$0.98$5.41$7.17$5.58$1.59
2020Detailed filing. Detailed filing data is available for this year.$5.25$1.44$3.82$5.18$4.57$0.60
2019Detailed filing. Detailed filing data is available for this year.$3.43$0.22$3.22$4.79$4.47$0.33
2018Detailed filing. Detailed filing data is available for this year.$3.03$0.14$2.89$4.55$4.28$0.27
2017Detailed filing. Detailed filing data is available for this year.$2.78$0.16$2.62$4.65$3.26$1.39
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.32$1.23$3.61$3.51$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.29$1.15$1.14$3.17$3.65$0.48
2014Summary only. Only limited summary data is available for this year.$2.47$0.86$1.61$2.55$2.84$0.29
2013Summary only. Only limited summary data is available for this year.$2.48$0.58$1.90$3.11$7.35$4.24
2012Summary only. Only limited summary data is available for this year.$6.40$0.26$6.14$11.3$6.59$4.76
2011Summary only. Only limited summary data is available for this year.$1.59$0.21$1.38$3.14$1.88$1.27
2010Summary only. Only limited summary data is available for this year.$0.23$0.11$0.12$1.11$1.18$0.07