Civic Intelligence

American Jobs and Energy Security Fund

EIN 99-1179680 • 501(c)4 • Dover, DE

Profile

Dedicated to accelerate the buildout of clean energy across america, creating good jobs, local economic growth and energy security.

8 The Green Ste 18079Dover, DE 19901

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

74th percentile

27%

Higher net margin than 74% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

501(c)4 • $1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

$549,373

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$549,373

No earlier filing loaded for comparison.

Revenue

$2,004,000

No earlier filing loaded for comparison.

Expenses

$1,454,627

No earlier filing loaded for comparison.

Net Income

$549,373

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2024: $549,373Liabilities 2024: $0Net Assets 2024: $549,3732024

Highlighted filing

2024

Assets$549,373
Liabilities$0
Net Assets$549,373

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2024: $2,004,000Expenses 2024: $1,454,627Net Income 2024: $549,3732024

Highlighted filing

2024

Revenue$2,004,000
Expenses$1,454,627
Net Income$549,373

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$2,004,000
Mission and Program Overview

Mission

Dedicated to accelerate the buildout of clean energy across america, creating good jobs, local economic growth and energy security.

SEE PART III, LINE 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$548,627-
Prepaid Expenses and Deferred Charges-$746-
Total Assets$0$549,373▲ $549,373
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$549,373-
Total Net Assets Fund Balance$0$549,373▲ $549,373
Total Liabilities and Net Assets / Fund Balance$0$549,373▲ $549,373
Compensation and Service Providers

Board Members and Trustees

NameTitle
Eric HeitzPresident & Board-chair (see Sch L)
Phil SharpBoard Member
Rachel ConnerBoard Member
Samantha RussoSecretary
Michael MorthlandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,004,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,004,000
Change in Net Assets
$549,373
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,315,000
Other Expenses$139,627
Total Fundraising Expense$8,937
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,315,000--$1,315,000
Fees for Services Other$74,000--$74,000
Fees for Services Management$20,502$29,772$8,937$59,211
Insurance-$3,411-$3,411
Fees for Services Legal-$2,605-$2,605
Office Expenses-$337-$337
Other Expenses$60$3-$63
Total Functional Expenses$1,409,562$36,128$8,937$1,454,627
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montana Ratepayers AssociationMissoula, MT527Accelerate the Local Economic Benefits & New Jobs From Clean Energy Buildout$515,000
Conservatives for a Clean Energy FutureLansing, MI501(c)(4)Accelerate the Local Economic Benefits & New Jobs From Clean Energy Buildout$450,000
Georgia Conservation Voters Education FundAtlanta, GA501(c)(3)NON-POLITICAL CONTRIBUTION; FOR EDUCATION & ANALYSIS TO SUPPORT CLEAN ENERGY$200,000
Nebraska Conservation VotersLincoln, NE501(c)(4)NON-POLITICAL CONTRIBUTION; FOR EDUCATION & ANALYSIS TO SUPPORT CLEAN ENERGY$100,000
Arizonans for a Clean EconomyPhoenix, AZ501(c)(4)Accelerate the Local Economic Benefits & New Jobs From Clean Energy Buildout$50,000
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
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$578,221
Total Exempt Function Spending$578,221
Section 527 Activity Spending$63,221

Section 527 Organizations

OrganizationLocationAmount
99-4645522Missoula, MT$515,000
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-See Part VConsulting Agreement PaymentsNo$59,211
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
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, Section A, Line 3

Down ballot climate partners, llc is serving as the management company, through a consulting agreement.

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

The form 990 was prepared by outside accountants and was provided to the organization and board of directors to review and arpprove prior to filing.

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

Board members and officers will be asked to sign an acknowledgement of this policy and provide it to the board secretary, who will keep the signed acknowledgements on file. Board members and officers will be asked to disclose specific information annually (and updated as necessary at their own discretion) to ensure that no real or perceived conflicts may exist with the work that ajes supports. Proposed disclosure collection, for the affected officer or director, and their spouse, if any: - employer - board positions (officer or director) - company in which you have an ownership interest. These disclosures will be provided to the president and board secretary for record keeping. During board meeting discussions or other formal or informal decision proceedings, board members will self-identify if there are any potential conflicts of interest that require consideration by the board; and the president and/or secretary will identify any potential conflicts based on the disclosures provided. If the board reasonably believes that a board member or officer failed to disclose an actual or potential conflict of interest, they will inform that individual and provide an opportunity for the interested person to offer an explanation about why they failed to disclose the conflict or potential conflict of interest. The board will have the right to take action as the board considers appropriate, including precluding the individual from obtaining any benefit from the board action; voiding the transaction; and/or removing the individual from the board. During the course of the year, board members and officers will notify the organization of any changes or additions to their required disclosures. As direct financial decisions are made, including but not limited to hiring of vendors and consultants, board members and officers involved in the specific decision making will self-identify if there are any potential conflicts of interest for themselves or immediate family members that should be considered; the president or board secretary will be responsible for identifying any potential conflicts that are not self-identified but appear to exist based on the disclosure provided to them. If any potential conflict is identified, the conflicted board member or officer will abstain from participation in the discussion of the relevant action and in any vote on that action.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and conflict of interest policy available upon request.

Filing and Contact Details

Filer

Filer Name
American Jobs and Energy Security Fund
EIN
99-1179680
Phone
3022606372
Address
8 THE GREEN STE 18079, DOVER, DE 19901

Signing Officer

Name
Eric Heitz
Title
President & Board Chair
Phone
3022606372
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Heitz
Formed
2024
Legal Domicile
De
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Richard J Locastro CPA
Phone
3019519090
Raw XML Appendix349 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE PART III, LINE 1.
IRS990/AllOtherContributionsAmt02004000
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ELINOR LITWACK
IRS990/BooksInCareOfDetail/PhoneNum03019519090
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04550 N MONTGOMERY AVE SUITE 800N
IRS990/BooksInCareOfDetail/USAddress/CityNm0BETHESDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020814
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/EOYAmt0548627
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02004000
IRS990/CYGrantsAndSimilarPaidAmt01315000
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0139627
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0549373
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01454627
IRS990/CYTotalFundraisingExpenseAmt08937
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02004000
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THE AMERICAN JOBS AND ENERGY SECURITY FUND MAKES GRANTS TO ACCELERATE THE BUILDOUT OF CLEAN ENERGY ACROSS AMERICA, CREATING GOOD JOBS, LOCAL ECONOMIC GROWTH, AND ENERGY SECURITY.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01409562
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02605
IRS990/FeesForServicesLegalGrp/TotalAmt02605
IRS990/FeesForServicesManagementGrp/FundraisingAmt08937
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt029772
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt020502
IRS990/FeesForServicesManagementGrp/TotalAmt059211
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt074000
IRS990/FeesForServicesOtherGrp/TotalAmt074000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ERIC HEITZ
IRS990/Form990PartVIISectionAGrp/PersonNm1PHIL SHARP
IRS990/Form990PartVIISectionAGrp/PersonNm2RACHEL CONNER
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL MORTHLAND
IRS990/Form990PartVIISectionAGrp/PersonNm4SAMANTHA RUSSO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & BOARD-CHAIR (SEE SCH L)
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02024
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt01315000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01315000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01315000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02004000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitialReturnInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03411
IRS990/InsuranceGrp/TotalAmt03411
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DEDICATED TO ACCELERATE THE BUILDOUT OF CLEAN ENERGY ACROSS AMERICA, CREATING GOOD JOBS, LOCAL ECONOMIC GROWTH AND ENERGY SECURITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesEOYAmt0549373
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0549373
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0337
IRS990/OfficeExpensesGrp/TotalAmt0337
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03
IRS990/OtherExpensesGrp/ProgramServicesAmt060
IRS990/OtherExpensesGrp/TotalAmt063
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd01
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0746
IRS990/PrincipalOfficerNm0ERIC HEITZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYExcessBenefitTransInd00
IRS990/ReconcilationRevenueExpnssAmt0549373
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/Expended527ActivitiesAmt063221
IRS990ScheduleC/Form1120POLFiledInd00
IRS990ScheduleC/InternalFundsContributedAmt0515000
IRS990ScheduleC/PoliticalExpendituresAmt0578221
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0994645522
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0MONTANA RATEPAYERS ASSOCIATION
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt0515000
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt0PO BOX 232
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0MISSOULA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd059806
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0DIRECT POLITICAL CAMPAIGNS: SUPPORT INDEPENDENT EXPENDITURE AND PACS AS ALLOWED BY IRS RULES AND FEDERAL, STATE AND LOCAL CAMPAIGN RULES
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt1THERE IS NO INVESTMENT INCOME, THEREFORE NO 1120-POL REQUIRED.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, SCHEDULE C, PART I-C, LINE 4
IRS990ScheduleC/TotalExemptFunctionExpendAmt0578221
IRS990ScheduleC/VolunteerHoursCnt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0515000
IRS990ScheduleI/RecipientTable/CashGrantAmt1450000
IRS990ScheduleI/RecipientTable/CashGrantAmt2200000
IRS990ScheduleI/RecipientTable/CashGrantAmt3100000
IRS990ScheduleI/RecipientTable/CashGrantAmt450000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0527
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(4)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ACCELERATE THE LOCAL ECONOMIC BENEFITS & NEW JOBS FROM CLEAN ENERGY BUILDOUT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ACCELERATE THE LOCAL ECONOMIC BENEFITS & NEW JOBS FROM CLEAN ENERGY BUILDOUT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2NON-POLITICAL CONTRIBUTION; FOR EDUCATION & ANALYSIS TO SUPPORT CLEAN ENERGY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3NON-POLITICAL CONTRIBUTION; FOR EDUCATION & ANALYSIS TO SUPPORT CLEAN ENERGY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4ACCELERATE THE LOCAL ECONOMIC BENEFITS & NEW JOBS FROM CLEAN ENERGY BUILDOUT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MONTANA RATEPAYERS ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CONSERVATIVES FOR A CLEAN ENERGY FUTURE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GEORGIA CONSERVATION VOTERS EDUCATION FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3NEBRASKA CONSERVATION VOTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ARIZONANS FOR A CLEAN ECONOMY
IRS990ScheduleI/RecipientTable/RecipientEIN0994645522
IRS990ScheduleI/RecipientTable/RecipientEIN1825201195
IRS990ScheduleI/RecipientTable/RecipientEIN2582559965
IRS990ScheduleI/RecipientTable/RecipientEIN3030402828
IRS990ScheduleI/RecipientTable/RecipientEIN4923664411
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 232
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1106 W ALLEGAN ST STE 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2830 GLENWOOD AVENUE SOUTHEAST STE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3206 S 13TH STREET SUITE 703
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41108 E GEORGIA AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0510-348
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MISSOULA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LANSING
IRS990ScheduleI/RecipientTable/USAddress/CityNm2ATLANTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3LINCOLN
IRS990ScheduleI/RecipientTable/USAddress/CityNm4PHOENIX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd059806
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd148933
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd230316
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd368508
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd485014
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0DIRECT POLITICAL CAMPAIGNS: SUPPORT TO INDEPENDENT EXPENDITURE AND PACS AS ALLOWED BY IRS RULES AND FEDERAL, STATE, & LOCAL CAMPAIGN RULES. INDIRECT POLITICAL CAMPAIGNS: VOTER ISSUE EDUCATION AS ALLOWED BY IRS RULES AND FEDERAL, STATE, & LOCAL CAMPAIGN FINANCE RULES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt03
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0DOWN BALLOT CLIMATE PARTNERS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt059211
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CONSULTING AGREEMENT PAYMENTS
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE TRANSACTION BETWEEN AMERICAN JOBS & ENERGY SECURITY FUND AND DOWN BALLOT CLIMATE PARTNERS WAS AT FMV. THE ORGANIZATION USED COMPARABLE DATA WHEN DETERMINING THE AGREEMENT.
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt1(A) NAME OF PERSON: DOWN BALLOT CLIMATE PARTNERS(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:ERIC HEITZ, PRESIDENT AND BOARD CHAIR IS PART OWNER OF DOWN BALLOT CLIMATE PARTNERS(D) DESCRIPTION OF TRANSACTION:IN 2024, DOWN BALLOT CLIMATE PARTNERS PROVIDED CONSULTING AND STAFFING SERVICES TO AMERICAN JOBS AND ENERGY SECURITY FUND, FOR A TOTAL FEE OF $59,211. SERVICES INCLUDED: PROGRAM ADVISING AND STAFF, OPERATIONAL AND FUNDRAISING SYSTEMS AND STAFF, AS WELL AS FINANCIAL, LEGAL & COMPLIANCE SERVICES HANDLED VIA EXTERNAL CONSULTANTS PAID FOR BY DOWN BALLOT CLIMATE PARTNERS.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE L, PART IV
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, SCHEDULE L, PART IV, LINE 1
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DOWN BALLOT CLIMATE PARTNERS, LLC IS SERVING AS THE MANAGEMENT COMPANY, THROUGH A CONSULTING AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND WAS PROVIDED TO THE ORGANIZATION AND BOARD OF DIRECTORS TO REVIEW AND ARPPROVE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS AND OFFICERS WILL BE ASKED TO SIGN AN ACKNOWLEDGEMENT OF THIS POLICY AND PROVIDE IT TO THE BOARD SECRETARY, WHO WILL KEEP THE SIGNED ACKNOWLEDGEMENTS ON FILE. BOARD MEMBERS AND OFFICERS WILL BE ASKED TO DISCLOSE SPECIFIC INFORMATION ANNUALLY (AND UPDATED AS NECESSARY AT THEIR OWN DISCRETION) TO ENSURE THAT NO REAL OR PERCEIVED CONFLICTS MAY EXIST WITH THE WORK THAT AJES SUPPORTS. PROPOSED DISCLOSURE COLLECTION, FOR THE AFFECTED OFFICER OR DIRECTOR, AND THEIR SPOUSE, IF ANY: - EMPLOYER - BOARD POSITIONS (OFFICER OR DIRECTOR) - COMPANY IN WHICH YOU HAVE AN OWNERSHIP INTEREST. THESE DISCLOSURES WILL BE PROVIDED TO THE PRESIDENT AND BOARD SECRETARY FOR RECORD KEEPING. DURING BOARD MEETING DISCUSSIONS OR OTHER FORMAL OR INFORMAL DECISION PROCEEDINGS, BOARD MEMBERS WILL SELF-IDENTIFY IF THERE ARE ANY POTENTIAL CONFLICTS OF INTEREST THAT REQUIRE CONSIDERATION BY THE BOARD; AND THE PRESIDENT AND/OR SECRETARY WILL IDENTIFY ANY POTENTIAL CONFLICTS BASED ON THE DISCLOSURES PROVIDED. IF THE BOARD REASONABLY BELIEVES THAT A BOARD MEMBER OR OFFICER FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THEY WILL INFORM THAT INDIVIDUAL AND PROVIDE AN OPPORTUNITY FOR THE INTERESTED PERSON TO OFFER AN EXPLANATION ABOUT WHY THEY FAILED TO DISCLOSE THE CONFLICT OR POTENTIAL CONFLICT OF INTEREST. THE BOARD WILL HAVE THE RIGHT TO TAKE ACTION AS THE BOARD CONSIDERS APPROPRIATE, INCLUDING PRECLUDING THE INDIVIDUAL FROM OBTAINING ANY BENEFIT FROM THE BOARD ACTION; VOIDING THE TRANSACTION; AND/OR REMOVING THE INDIVIDUAL FROM THE BOARD. DURING THE COURSE OF THE YEAR, BOARD MEMBERS AND OFFICERS WILL NOTIFY THE ORGANIZATION OF ANY CHANGES OR ADDITIONS TO THEIR REQUIRED DISCLOSURES. AS DIRECT FINANCIAL DECISIONS ARE MADE, INCLUDING BUT NOT LIMITED TO HIRING OF VENDORS AND CONSULTANTS, BOARD MEMBERS AND OFFICERS INVOLVED IN THE SPECIFIC DECISION MAKING WILL SELF-IDENTIFY IF THERE ARE ANY POTENTIAL CONFLICTS OF INTEREST FOR THEMSELVES OR IMMEDIATE FAMILY MEMBERS THAT SHOULD BE CONSIDERED; THE PRESIDENT OR BOARD SECRETARY WILL BE RESPONSIBLE FOR IDENTIFYING ANY POTENTIAL CONFLICTS THAT ARE NOT SELF-IDENTIFIED BUT APPEAR TO EXIST BASED ON THE DISCLOSURE PROVIDED TO THEM. IF ANY POTENTIAL CONFLICT IS IDENTIFIED, THE CONFLICTED BOARD MEMBER OR OFFICER WILL ABSTAIN FROM PARTICIPATION IN THE DISCUSSION OF THE RELEVANT ACTION AND IN ANY VOTE ON THAT ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt0549373
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt0549373
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02004000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08937
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036128
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01409562
IRS990/TotalFunctionalExpensesGrp/TotalAmt01454627
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0549373
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01409562
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02004000
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0549373
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08 THE GREEN STE 18079
IRS990/USAddress/CityNm0DOVER
IRS990/USAddress/StateAbbreviationCd0DE
IRS990/USAddress/ZIPCd019901
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC HEITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum03022606372
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN JOBS AND ENERGY SECURITY FUND
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0991179680
ReturnHeader/Filer/PhoneNum03022606372
ReturnHeader/Filer/USAddress/AddressLine1Txt08 THE GREEN STE 18079
ReturnHeader/Filer/USAddress/CityNm0DOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521392008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GELMAN ROSENBERG & FREEDMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04550 MONTGOMERY AVE SUITE 800N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208142930
ReturnHeader/PreparerPersonGrp/PhoneNum03019519090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD J LOCASTRO CPA
ReturnHeader/ReturnTs02025-11-14T12:23:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-02-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.