Liabilities / Assets
92nd percentile
Higher debt load relative to assets than 92% of similar nonprofits.
Aeic Center for Operational Excellence
EIN 93-3311491 • 501(c)3 • Washington, DC
Pub. 78 Eligible990-N Coverage
Profile
Through strategic workshops, AEIC member projects, publications, and other resources that are interconnected with our Integrated System Planning and Operations Data Strategy Framework, we strive to empower our industry to overcome operational challenges and harness opportunities. Our repository of resources emphasizes holistic approaches to data-driven decision-making, coordination, and impactful results that drive operational excellence.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.88x
Liabilities / Revenue
96th percentile
Higher debt load relative to revenue than 96% of similar nonprofits.
Net Margin
77th percentile
Higher net margin than 77% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$312,452
No earlier filing loaded for comparison.
Liabilities
$273,567
No earlier filing loaded for comparison.
Net Assets
$38,885
No earlier filing loaded for comparison.
Revenue
$170,944
No earlier filing loaded for comparison.
Expenses
$132,059
No earlier filing loaded for comparison.
Net Income
$38,885
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $312,452
- Liabilities
- $273,567
- Net assets
- $38,885
- Revenue
- $170,944
- Expenses
- $132,059
- Net income
- $38,885
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Oct 28, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $170,944
Mission and Program Overview
Mission
Through strategic workshops, AEIC member projects, publications, and other resources that are interconnected with our Integrated System Planning and Operations Data Strategy Framework, we strive to empower our industry to overcome operational challenges and harness opportunities. Our repository of resources emphasizes holistic approaches to data-driven decision-making, coordination, and impactful results that drive operational excellence.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Pledges and Grants Receivable | - | $215,000 | - |
| Cash and Non-Interest-Bearing Accounts | - | $96,491 | - |
| Savings and Temporary Cash Investments | - | $961 | - |
| Accounts Receivable | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $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 | - |
| Prepaid Expenses and Deferred Charges | - | $0 | - |
| Total Assets | $0 | $312,452 | ▲ $312,452 |
| Other Assets Total | - | $0 | - |
| Liabilities | |||
| Deferred Revenue | - | $157,457 | - |
| Accounts Payable and Accrued Expenses | - | $116,110 | - |
| Total Liabilities | $0 | $273,567 | ▲ $273,567 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | - | $38,885 | - |
| Total Net Assets Fund Balance | $0 | $38,885 | ▲ $38,885 |
| Total Liabilities and Net Assets / Fund Balance | $0 | $312,452 | ▲ $312,452 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Jacob Tetlow incoming | President |
| Robert Sanchez outgoing | President |
| Steve Hauser | Executive Director |
| Archie Collins incoming | Secretary |
| Jacob Tetlow outgoing | Secretary |
| Tom Falcone outgoing | Treasurer |
| Werner Schweiger incoming | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $106,765
- Program Service Revenue
- $64,172
- Investment Income
- $7
- Other Revenue
- $0
- All Other Contributions
- $106,765
- Change in Net Assets
- $38,885
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $132,059 |
| Total Fundraising Expense | $11,077 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Other | $75,032 | $9,379 | $9,379 | $93,790 |
| Conferences and Meetings | $25,292 | $2,976 | $1,488 | $29,756 |
| Occupancy | - | $6,000 | - | $6,000 |
| Fees for Services Accounting | - | $1,890 | $210 | $2,100 |
| Information Technology | - | $367 | - | $367 |
| Other Expenses | - | $45 | - | $45 |
| Interest | - | $1 | - | $1 |
| Total Functional Expenses | $100,324 | $20,658 | $11,077 | $132,059 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Insider Transactions and Loans
Loans and Receivables
| Line Item | Beginning | End | Change |
|---|---|---|---|
| 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
- No
- 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
- No
- Key decisions subject to board approval
- Yes
- Management duties delegated
- Yes
Governance Explanations
Form 990, Part VI, Section A, Line 3
“Maven Strategic Consulting provided administrative support, general management, and meeting planning.”
Form 990, Part VI, Section A, Line 6
“The Association of Edison Illuminating Companies is the sole member of the organization. The Association of Edison Illuminating Companies cannot be removed as the sole member, and there will not at any time be any additional members of the organization. The sole member has the following powers: (a) elect and remove directors of the organization; (b) to change the permissible number of directors of the organization; (c) to approve the repeal, modification, or amendment of the organization's Articles of Incorporation or Bylaws; (d) to determine whether the organization shall merge or consolidate with any other entity and to approve any plan of merger or consolidation of the organization; (e) to determine whether the organization shall dissolve and to approve any plan for the dissolution of the organization; and (f) to approve any sale, lease, exchange, mortgage or other disposition of all or substantially all of the property or assets of the organization.”
Form 990, Part VI, Section A, Line 7A
“The sole member has the power to elect and remove directors of the organization.”
Form 990, Part VI, Section A, Line 7B
“The sole member is involved with the following governance decisions (a) approve the repeal, modification, or amendment of the organization's Articles of Incorporation or Bylaws; (b) determine whether the organization shall merge or consolidate with any other entity and to approve any plan of merger or consolidation of the organization; (c) determine whether the Corporation shall dissolve and to approve any plan for the dissolution of the organization; and (d) approve any sale, lease, exchange, mortgage or other disposition of all or substantially all of the property or assets of the organization. In 2024, there were no such decisions made. The Association of Edison Illuminating Companies' has designated its CEO, Steven Hauser, to act as its agent in carrying out its duties, responsibilities, and actions as sole member. As the Executive Director, Steven Hauser, brings governance decisions to the organization's Board of Directors for a vote.”
Form 990, Part VI, Section A, Line 8B
“Our organization does not have committees.”
Form 990, Part VI, Section B, Line 11B
“No review was or will be conducted.”
Form 990, Part VI, Section B, Line 12C
“Staff circulates the Conflict of Interest policy and the Conflict of Interest Disclosure form annually to Board Members to fill out, sign, and return.”
Form 990, Part VI, Section B, Line 15A
“The Executive Committee reviews and sets the process, following the standard operating procedures that align with the bylaws.”
Form 990, Part VI, Section B, Line 15B
“The Executive Committee reviews and sets the process, following the standard operating procedures that align with the bylaws.”
Form 990, Part VI, Section C, Line 19
“No documents available to the public.”
Filing and Contact Details
Filer
- Filer Name
- AEIC Center for Operational Excellence
- EIN
- 93-3311491
- Phone
- 7202548020
- Address
- 607 14th Street NW, Washington, DC 20005
Signing Officer
- Name
- Steve Hauser
- Title
- Executive Director
- Signed
- 2025-10-28
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Steve Hauser
- Formed
- 2023
- Legal Domicile
- Dc
- Voting Board Members
- 5
- Independent Board Members
- 5
- Employees
- 0
- Volunteers
- 6
Preparer
- Firm
- Key Figures LLC
- Address
- 7700 Northcross Dr Unit 9708, Austin, TX 78766
- Preparer
- Catherine J Ruiz EA
- Phone
- 5129202695
Raw XML AppendixShowing 400 of 408 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/Desc | 0 | The Ops Center facilitated 2 in-person Workshops last year and provided public reports from the outcomes of both Workshops. In the first Workshop, participants explored real-world applications for inverter based resources, discussed emerging operational challenges, and examined the best practices for safely integratingBESS into utility systems. During the second Workshop, attendees shared innovative approaches to integrating distributed energy resources (DERs) while enhancing load forecasting accuracy. The discussions emphasized data exchange and interconnection challenges, fostering alignment between grid modernization goals and regulatory frameworks. |
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| IRS990/MissionDesc | 0 | Through strategic workshops, AEIC member projects, publications, and other resources that are interconnected with our Integrated System Planning and Operations Data Strategy Framework, we strive to empower our industry to overcome operational challenges and harness opportunities. Our repository of resources emphasizes holistic approaches to data-driven decision-making, coordination, and impactful results that drive operational excellence. |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Maven Strategic Consulting provided administrative support, general management, and meeting planning. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | The Association of Edison Illuminating Companies is the sole member of the organization. The Association of Edison Illuminating Companies cannot be removed as the sole member, and there will not at any time be any additional members of the organization. The sole member has the following powers: (a) elect and remove directors of the organization; (b) to change the permissible number of directors of the organization; (c) to approve the repeal, modification, or amendment of the organization's Articles of Incorporation or Bylaws; (d) to determine whether the organization shall merge or consolidate with any other entity and to approve any plan of merger or consolidation of the organization; (e) to determine whether the organization shall dissolve and to approve any plan for the dissolution of the organization; and (f) to approve any sale, lease, exchange, mortgage or other disposition of all or substantially all of the property or assets of the organization. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The sole member has the power to elect and remove directors of the organization. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | The sole member is involved with the following governance decisions (a) approve the repeal, modification, or amendment of the organization's Articles of Incorporation or Bylaws; (b) determine whether the organization shall merge or consolidate with any other entity and to approve any plan of merger or consolidation of the organization; (c) determine whether the Corporation shall dissolve and to approve any plan for the dissolution of the organization; and (d) approve any sale, lease, exchange, mortgage or other disposition of all or substantially all of the property or assets of the organization. In 2024, there were no such decisions made. The Association of Edison Illuminating Companies' has designated its CEO, Steven Hauser, to act as its agent in carrying out its duties, responsibilities, and actions as sole member. As the Executive Director, Steven Hauser, brings governance decisions to the organization's Board of Directors for a vote. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Our organization does not have committees. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | No review was or will be conducted. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Staff circulates the Conflict of Interest policy and the Conflict of Interest Disclosure form annually to Board Members to fill out, sign, and return. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | The Executive Committee reviews and sets the process, following the standard operating procedures that align with the bylaws. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | The Executive Committee reviews and sets the process, following the standard operating procedures that align with the bylaws. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | No documents available to the public. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, Line 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section A, Line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section A, Line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section A, Line 7b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section A, Line 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VI, Section B, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part VI, Section B, Line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990, Part VI, Section B, Line 15a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990, Part VI, Section B, Line 15b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990, Part VI, Section C, Line 19 |
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| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
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| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Steve Hauser |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive Director |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-28 |
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| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 921077853 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Key Figures LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 7700 Northcross Dr Unit 9708 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Austin |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
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