Civic Intelligence

Advanced Energy Management Alliance Co 38 North Solutions

990 • Fiscal year 2017 • EIN 80-0929813

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

Organization Profileaem-alliance.org
1200 18th Street NW Suite 700Washington, DC 20036

(202) 524-8832

Siviq Scores

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

Liabilities / Assets

95th percentile

0.74x

Higher debt load relative to assets than 95% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

0.89x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

52nd percentile

3.2%

Higher net margin than 52% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

79th percentile

22%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-6.4%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$471,325

Up $86,032 (+22%) from 2016

Net Assets

Up

$120,627

Up $12,377 (+11%) from 2016

Liabilities

Up

$350,698

Up $73,655 (+27%) from 2016

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin52nd percentile

Revenue

Down

$392,755

Down $27,003 (-6.4%) from 2016

Expenses

Down

$380,378

Down $9,677 (-2.5%) from 2016

Net Income

Down

$12,377

Down $17,326 (-58%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$800K$600K$400K$200K$0Assets 2013: $137,787Liabilities 2013: $12,900Net Assets 2013: $124,8872013Assets 2014: $369,070Liabilities 2014: $311,258Net Assets 2014: $57,8122014Assets 2015: $233,656Liabilities 2015: $155,109Net Assets 2015: $78,5472015Assets 2016: $385,293Liabilities 2016: $277,043Net Assets 2016: $108,2502016Assets 2017: $471,325Liabilities 2017: $350,698Net Assets 2017: $120,6272017Assets 2018: $415,747Liabilities 2018: $255,972Net Assets 2018: $159,7752018Assets 2019: $578,425Liabilities 2019: $335,325Net Assets 2019: $243,1002019Assets 2020: $582,757Liabilities 2020: $276,485Net Assets 2020: $306,2722020Assets 2021: $317,280Liabilities 2021: $12,544Net Assets 2021: $304,7362021Assets 2022: $638,937Liabilities 2022: $349,452Net Assets 2022: $289,4852022Assets 2023: $410,109Liabilities 2023: $274,576Net Assets 2023: $135,5332023

Highlighted filing

2017

Assets$471,325
Liabilities$350,698
Net Assets$120,627
Open 2017 Filing

Operations Trend

Revenue Growth34th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $200,500Expenses 2013: $75,613Net Income 2013: $124,8872013Revenue 2014: $580,489Expenses 2014: $647,564Net Income 2014: -$67,0752014Revenue 2015: $538,466Expenses 2015: $517,731Net Income 2015: $20,7352015Revenue 2016: $419,758Expenses 2016: $390,055Net Income 2016: $29,7032016Revenue 2017: $392,755Expenses 2017: $380,378Net Income 2017: $12,3772017Revenue 2018: $535,674Expenses 2018: $496,526Net Income 2018: $39,1482018Revenue 2019: $347,712Expenses 2019: $264,387Net Income 2019: $83,3252019Revenue 2020: $365,089Expenses 2020: $301,917Net Income 2020: $63,1722020Revenue 2021: $392,950Expenses 2021: $394,486Net Income 2021: -$1,5362021Revenue 2022: $412,500Expenses 2022: $427,751Net Income 2022: -$15,2512022Revenue 2023: $290,124Expenses 2023: $444,076Net Income 2023: -$153,9522023

Highlighted filing

2017

Revenue$392,755
Expenses$380,378
Net Income$12,377
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.2
Gross Receipts
$392,755
Mission and Program Overview

Mission

To advocate for policies that empower and compensate customers to manage their energy usage to make the electric grid more efficient, more reliable, more environmentally friendly, and less expensive.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$248,200$271,424▲ $23,224
Cash and Non-Interest-Bearing Accounts$119,593$197,401▲ $77,808
Prepaid Expenses and Deferred Charges$17,500$2,500▼ $15,000
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$385,293$471,325▲ $86,032
Other Assets Total-$0-
Liabilities
Deferred Revenue$245,000$315,000▲ $70,000
Other Liabilities$25,708$25,709▲ $1
Accounts Payable and Accrued Expenses$6,335$9,989▲ $3,654
Total Liabilities$277,043$350,698▲ $73,655
Net Assets / Fund Balance
Unrestricted Net Assets$108,250$120,627▲ $12,377
Total Net Assets Fund Balance$108,250$120,627▲ $12,377
Total Liabilities and Net Assets / Fund Balance$385,293$471,325▲ $86,032
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Frank LaceyChairman
Erika DiamondVice Chair
Isaac BrownDeputy Director
Bob KingDirector
Chris HendrixDirector
DeWayne ToddDirector
Katherine GuerryDirector
Matt McCaffreeDirector
Rick CounihanDirector
Robert NawyDirector
Katherine HamiltonExecutive Director
Bruce CampbellSec./Treas.

Highest Paid Contractors

ContractorServicesLocationCompensation
38 North Solutions LLCManagement Services1200 18th St NW Ste 700, Washington, DC 20036$216,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$392,755
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$12,377
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$380,378
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$216,000-$216,000
Travel$9,180--$9,180
Fees for Services Legal-$4,148-$4,148
All Other Expenses$2,170$224-$2,394
Fees for Services Accounting-$1,665-$1,665
Other Expenses$2,849$1,193-$1,193
Insurance-$827-$827
Total Functional Expenses$156,321$224,057$0$380,378
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
38 North SolutionsOfficerConsulting ServicesNo$216,000

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Texas Committee$19,503
Due to CPower Interventions$6,205
Rounding$1
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
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Management company performs accounting and administrative services.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Advanced Energy Management Alliance Treasurer and Chair review the 990 before submission.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Human Resources Department communicates potential conflicts to the parties involved.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request.”

Filing and Contact Details

Filer

Filer Name
Advanced Energy Management Alliance
EIN
80-0929813
Phone
2025248832
Address
1200 18th Street NW Suite 700, Washington, DC 20036

Signing Officer

Name
Katherine Hamilton
Title
Executive Director
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Lacey
Formed
2013
Legal Domicile
Dc
Voting Board Members
12
Independent Board Members
10
Employees
0

Preparer

Firm
Joseph A Schilz SC
Address
6151 S 108th Street, Hales Corners, WI 53130
Preparer
Tammy L Kersten
Phone
4145292071
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IRS990/OtherExpensesGrp/Desc3Dues & Subscriptions
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01193
IRS990/OtherExpensesGrp/ProgramServicesAmt0113987
IRS990/OtherExpensesGrp/ProgramServicesAmt128135
IRS990/OtherExpensesGrp/ProgramServicesAmt22849
IRS990/OtherExpensesGrp/TotalAmt0113987
IRS990/OtherExpensesGrp/TotalAmt128135
IRS990/OtherExpensesGrp/TotalAmt22849
IRS990/OtherExpensesGrp/TotalAmt31193
IRS990/OtherLiabilitiesGrp/BOYAmt025708
IRS990/OtherLiabilitiesGrp/EOYAmt025709
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02500
IRS990/PrincipalOfficerNm0Frank Lacey
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1519100
IRS990/ProgramServiceRevenueGrp/Desc0Intervention Filing
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessm
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt097755
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1295000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt097755
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1295000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0390055
IRS990/PYProgramServiceRevenueAmt0419758
IRS990/PYRevenuesLessExpensesAmt029703
IRS990/PYTotalExpensesAmt0390055
IRS990/PYTotalRevenueAmt0419758
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt012377
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06205
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt119503
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to CPower Interventions
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to Texas Committee
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Rounding
IRS990ScheduleD/TotalLiabilityAmt025709
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm038 North Solutions
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Officer
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0216000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Consulting Services
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Management company performs accounting and administrative services.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Advanced Energy Management Alliance Treasurer and Chair review the 990 before submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Human Resources Department communicates potential conflicts to the parties involved.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0385293
IRS990/TotalAssetsEOYAmt0471325
IRS990/TotalAssetsGrp/BOYAmt0385293
IRS990/TotalAssetsGrp/EOYAmt0471325
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0224057
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0156321
IRS990/TotalFunctionalExpensesGrp/TotalAmt0380378
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0277043
IRS990/TotalLiabilitiesEOYAmt0350698
IRS990/TotalLiabilitiesGrp/BOYAmt0277043
IRS990/TotalLiabilitiesGrp/EOYAmt0350698
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0108250
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0120627
IRS990/TotalProgramServiceExpensesAmt0392755
IRS990/TotalProgramServiceRevenueAmt0392755
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0392755
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0392755
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0385293
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0471325
IRS990/TravelGrp/ProgramServicesAmt09180
IRS990/TravelGrp/TotalAmt09180
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0108250
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0120627
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0aem-alliance.org/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine Hamilton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Advanced Energy Management Alliance
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co 38 North Solutions
ReturnHeader/Filer/BusinessNameControlTxt0ADVA
ReturnHeader/Filer/EIN0800929813
ReturnHeader/Filer/PhoneNum02025248832
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 18th Street NW Suite 700
ReturnHeader/Filer/USAddress/CityNm0Washington

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$471,325
Liabilities
$350,698
Net assets
$120,627
Revenue
$392,755
Expenses
$380,378
Net income
$12,377
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.10$2.75$1.36$2.90$4.44$1.54
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$3.49$2.89$4.13$4.28$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.13$3.05$3.93$3.94$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.83$2.76$3.06$3.65$3.02$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.78$3.35$2.43$3.48$2.64$0.83
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$2.56$1.60$5.36$4.97$0.39
2017Detailed filing. Detailed filing data is available for this year.$4.71$3.51$1.21$3.93$3.80$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$2.77$1.08$4.20$3.90$0.30
2015Detailed filing. Detailed filing data is available for this year.$2.34$1.55$0.79$5.38$5.18$0.21
2014Detailed filing. Detailed filing data is available for this year.$3.69$3.11$0.58$5.80$6.48$0.67
2013Summary only. Only limited summary data is available for this year.$1.38$0.13$1.25$2.01$0.76$1.25
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits