Civic Intelligence

Advanced Energy Management Alliance Co 38 North Solutions

990 • Fiscal year 2019 • EIN 80-0929813

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profileaem-alliance.org
1701 Rhode Island Ave NWWashington, DC 20036

(202) 524-8832

Siviq Scores

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

Liabilities / Assets

91st percentile

0.58x

Higher debt load relative to assets than 91% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

0.96x

Higher debt load relative to revenue than 97% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Net Margin

89th percentile

24%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Asset Growth

90th percentile

39%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-35%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$578,425

Up $162,678 (+39%) from 2018

Net Assets

Up

$243,100

Up $83,325 (+52%) from 2018

Liabilities

Up

$335,325

Up $79,353 (+31%) from 2018

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin89th percentile

Revenue

Down

$347,712

Down $187,962 (-35%) from 2018

Expenses

Down

$264,387

Down $232,139 (-47%) from 2018

Net Income

Up

$83,325

Up $44,177 (+113%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2019

Assets$578,425
Liabilities$335,325
Net Assets$243,100
Open 2019 Filing

Operations Trend

Revenue Growth3rd 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

2019

Revenue$347,712
Expenses$264,387
Net Income$83,325
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$347,712
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$386,781$353,952▼ $32,829
Cash and Non-Interest-Bearing Accounts$28,966$223,096▲ $194,130
Prepaid Expenses and Deferred Charges-$1,375-
Savings and Temporary Cash Investments-$2-
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$415,747$578,425▲ $162,678
Other Assets Total-$0-
Liabilities
Deferred Revenue$189,150$327,500▲ $138,350
Other Liabilities$25,709--
Accounts Payable and Accrued Expenses$41,113$7,825▼ $33,288
Total Liabilities$255,972$335,325▲ $79,353
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$159,775$243,100▲ $83,325
Total Net Assets Fund Balance$159,775$243,100▲ $83,325
Total Liabilities and Net Assets / Fund Balance$415,747$578,425▲ $162,678
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Frank LaceyChairman
Erika DiamondVice Chair
Isaac BrownDeputy Director
Bob KingDirector
Bruce CampbellDirector
DeWayne ToddDirector
Elizabeth WatsonDirector
Katherine GuerryDirector
Marie PieniazekDirector
Marjorie PhilipsDirector
Matt McCaffreeDirector
Rick CounihanDirector
Robert NawyDirector
Katherine HamiltonExecutive Director

Highest Paid Contractors

ContractorServicesLocationCompensation
38 North Solutions LLCManagement Services1701 Rhode Island Ave, Washington, DC 20036$220,100
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$347,708
Investment Income
$0
Other Revenue
$4
Change in Net Assets
$83,325
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$264,387
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-$220,100-$220,100
Travel$3,331--$3,331
Advertising$2,500--$2,500
All Other Expenses-$2,203-$2,203
Fees for Services Other$1,591--$1,591
Other Expenses$1,563--$1,563
Total Functional Expenses$42,084$222,303$0$264,387
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$220,100

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 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
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
1701 Rhode Island Ave NW, Washington, DC 20036

Signing Officer

Name
Katherine Hamilton
Title
Executive Director
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Lacey
Formed
2013
Legal Domicile
Dc
Voting Board Members
14
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/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc1Events
IRS990/OtherExpensesGrp/Desc2Meetings
IRS990/OtherExpensesGrp/Desc3Grapic Design
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IRS990/OtherExpensesGrp/ProgramServicesAmt17800
IRS990/OtherExpensesGrp/ProgramServicesAmt25448
IRS990/OtherExpensesGrp/ProgramServicesAmt31563
IRS990/OtherExpensesGrp/TotalAmt019851
IRS990/OtherExpensesGrp/TotalAmt17800
IRS990/OtherExpensesGrp/TotalAmt25448
IRS990/OtherExpensesGrp/TotalAmt31563
IRS990/OtherLiabilitiesGrp/BOYAmt025709
IRS990/OtherRevenueMiscGrp/Desc0Services
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04
IRS990/OtherRevenueTotalAmt04
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01375
IRS990/PrincipalOfficerNm0Frank Lacey
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1519100
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IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessm
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1322000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0496526
IRS990/PYOtherRevenueAmt040
IRS990/PYProgramServiceRevenueAmt0535634
IRS990/PYRevenuesLessExpensesAmt039148
IRS990/PYTotalExpensesAmt0496526
IRS990/PYTotalRevenueAmt0535674
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt083325
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm038 North Solutions
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Officer
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0220100
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
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IRS990/SubjectToProxyTaxInd0true
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0578425
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IRS990/TotalAssetsGrp/EOYAmt0578425
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0222303
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042084
IRS990/TotalFunctionalExpensesGrp/TotalAmt0264387
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0255972
IRS990/TotalLiabilitiesEOYAmt0335325
IRS990/TotalLiabilitiesGrp/BOYAmt0255972
IRS990/TotalLiabilitiesGrp/EOYAmt0335325
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0159775
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0243100
IRS990/TotalProgramServiceExpensesAmt043084
IRS990/TotalProgramServiceRevenueAmt0347708
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0347712
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0347712
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0415747
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0578425
IRS990/TravelGrp/ProgramServicesAmt03331
IRS990/TravelGrp/TotalAmt03331
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01701 Rhode Island Ave NW
IRS990/USAddress/CityNm0Washington
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020036
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0aem-alliance.org/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine Hamilton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Advanced Energy Management Alliance
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co 38 North Solutions
ReturnHeader/Filer/BusinessNameControlTxt0ADVA

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$578,425
Liabilities
$335,325
Net assets
$243,100
Revenue
$347,712
Expenses
$264,387
Net income
$83,325
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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