ADVANCED ENERGY UNITED INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: ADVANCED ENERGY UNITED INC (EIN 45-3859544)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-08-31
IRS object ID: 202322439349301202
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule C
Schedule D
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-08-31T10:29:25-05:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	582676261	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Rogers & Company PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	8300 Boone Boulevard Suite 600	AddressLine1Txt
City	Vienna	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22182	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	453859544	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Advanced Energy United Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ADVA	BusinessNameControlTxt
Phone	2023801950	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1801 Pennsylvania Avenue NW 410	AddressLine1Txt
City	Washington	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20006	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Allison Ingram	PersonNm
Person Title	EVP, Finance and Operations	PersonTitleTxt
Phone	2023801950	PhoneNum
Signature	2023-08-28	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Allison	PersonFirstNm
Person Last	Ingram	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Yong Zhang CPA	PreparerPersonNm
PTIN	P01249785	PTIN
Phone	7038930300	PhoneNum
Preparation	2023-08-28	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Name Change	Yes (X)	NameChangeInd
Principal Officer	Heather O'Neill	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1801 Pennsylvania Avenue NW 410	AddressLine1Txt
City	Washington	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20006	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$4,809,654	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	www.AdvancedEnergyUnited.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2011	FormationYr
Legal Domicile State	DC	LegalDomicileStateCd
Activity Or Mission	To transform public policy to enable rapid growth of advanced energy businesses.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	78	TotalEmployeeCnt
Total Volunteers	50	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$5,146,000	PYContributionsGrantsAmt
CY Contributions Grants	$105,000	CYContributionsGrantsAmt
PY Program Service Revenue	$3,705,477	PYProgramServiceRevenueAmt
CY Program Service Revenue	$4,336,131	CYProgramServiceRevenueAmt
PY Investment Income	$8	PYInvestmentIncomeAmt
CY Investment Income	$116,742	CYInvestmentIncomeAmt
PY Other Revenue	$6,081	PYOtherRevenueAmt
CY Other Revenue	$7,075	CYOtherRevenueAmt
PY Total Revenue	$8,857,566	PYTotalRevenueAmt
CY Total Revenue	$4,564,948	CYTotalRevenueAmt
PY Grants And Similar Paid	$884,608	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,209,456	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$3,630,445	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,865,734	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,495,809	PYOtherExpensesAmt
CY Other Expenses	$1,543,084	CYOtherExpensesAmt
PY Total Expenses	$6,010,862	PYTotalExpensesAmt
CY Total Expenses	$6,618,274	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,846,704	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$2,053,326	CYRevenuesLessExpensesAmt
Total Assets BOY	$6,496,094	TotalAssetsBOYAmt
Total Assets EOY	$4,115,790	TotalAssetsEOYAmt
Total Liabilities BOY	$3,296,157	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,969,179	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$3,199,937	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,146,611	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	See Schedule O	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	Membership: United provides a forum through which advanced energy businesses can convene, collaborate and take action on policy issues and economic opportunities that impact companies across the entire sector, regardless of the business model or technologies that they may employ.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	Education and Communications: As the business voice of advanced energy, United uses a wide variety of communications and marketing platforms to educate the public and build awareness of the advanced technologies that companies are currently employing to provide secure, clean and affordable energy, and highlight the resulting economic benefits to the states and regions in which those companies are operating.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Desc	Driving technology adoption: United convenes, connects and engages policy makers, stakeholders and the public to take action on state and regional policies that promote a world that runs on secure, clean and affordable technology.	Desc

Field	Value	IRS element (for citing)
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	Yes (1)	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	3	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	78	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	Yes (1)	NondeductibleContributionsInd
Nondeductible Contri Discl	Yes (1)	NondeductibleContriDisclInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Allison Ingram	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2023801950	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1801 Pennsylvania Avenue NW 410	AddressLine1Txt
City	Washington	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20006	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Prasanna Venkatesan
Chair	1.00	Yes (X)	Yes (X)	$0	$0	$0
Sarah Webster
Director	1.00	Yes (X)		$0	$0	$0
Nathan Hanson
Director	1.00	Yes (X)		$0	$0	$0
Travis Kavulla
Director	1.00	Yes (X)		$0	$0	$0
Mark Laabs
Director	1.00	Yes (X)		$0	$0	$0
Jeff Bishop
Director	1.00	Yes (X)		$0	$0	$0
Suzanne Leta
Director	1.00	Yes (X)		$0	$0	$0
Brianne Miller
Director	1.00	Yes (X)		$0	$0	$0
Megan Beauregard
Director	1.00	Yes (X)		$0	$0	$0
Davhi Wilson
Director	1.00	Yes (X)		$0	$0	$0
Amy Heart
Director	1.00	Yes (X)		$0	$0	$0
Robert Kreamer
CEO	18.00		Yes (X)	$367,202	$0	$29,860
Heather O'Neill
President	12.00		Yes (X)	$120,362	$0	$12,675
Jeff Dennis
Secretary, General Counsel	20.00		Yes (X)	$89,026	$0	$9,649
Allison Ingram
Treasurer, EVP Finance and Operations	20.00		Yes (X)	$136,867	$0	$29,578
Dylan Cronin
Sales Account Executive	32.00			$145,330	$0	$11,082	Yes (X)
Mike Breen
Sr. Software Developer	40.00			$168,207	$0	$12,084	Yes (X)
Brenda Christopher
Lead Product Manager	40.00			$169,206	$0	$17,405	Yes (X)
Paige Haskins
Full Stack Software Engineer	40.00			$131,701	$0	$12,802	Yes (X)
Austin Schurg
Full Stack Software Developer	40.00			$124,872	$0	$13,272	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,452,773	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$148,407	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	8	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Clifton Larson Allen
PO Box 829709 Ste 300	Philadelphia	PA	191829709	Outsourced Accounting	$140,041
Focus Data Solutions
1020 Princess Street	Alexandria	VA	22314	Technology Consulting	$105,948

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
Membership Dues	$105,000	MembershipDuesAmt
Total Contributions	$105,000	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Membership dues	900099	$2,668,747	$2,668,747
Subscription fees	900099	$1,641,423	$1,641,423
Registration fees	900099	$17,520	$17,520
Sponsorships	900099	$8,441	$8,441

Field	Value	IRS element (for citing)
Total Program Service Revenue	$4,336,131	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13	TotalRevenueColumnAmt
Exclusion	$13	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Other	$361,435	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$244,706	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Other	$116,729	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$116,729	TotalRevenueColumnAmt
Exclusion	$116,729	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Other revenue	Desc
Business	900099	BusinessCd
Total Revenue Column	$7,075	TotalRevenueColumnAmt
Exclusion	$7,075	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$7,075	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,564,948	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,336,131	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$123,817	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,209,456	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$795,219	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,403,355	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$51,885	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$224,222	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$391,053	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$49,573	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$159,501	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$452,287	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$101,063	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$38,502	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$356,091	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$94,698	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$116,085	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$47,711	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,521	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$86,626	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$34,035	TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt
License and registratio	$3,215
Dues and subscriptions	$2,176

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,618,274	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,647,465	BOYAmt
EOY	$36,786	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$75,285	BOYAmt
EOY	$479,198	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,900,000	BOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$212,583	BOYAmt
EOY	$113,885	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$143,926	BOYAmt
EOY	$235,721	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$934,468	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$810,853	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$397,274	BOYAmt
EOY	$123,615	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,119,561	BOYAmt
EOY	$3,126,585	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,496,094	BOYAmt
EOY	$4,115,790	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,437,457	BOYAmt
EOY	$1,091,416	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,467,045	BOYAmt
EOY	$1,877,763	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$391,655	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,296,157	BOYAmt
EOY	$2,969,179	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$226,487	BOYAmt
EOY	$289,479	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,973,450	BOYAmt
EOY	$857,132	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,199,937	BOYAmt
EOY	$1,146,611	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$6,496,094	BOYAmt
EOY	$4,115,790	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$2,053,326	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Substantially All Dues Nonded	0	SubstantiallyAllDuesNondedInd
Only In House Lobbying	0	OnlyInHouseLobbyingInd
Agree Carryover Prior Year	Yes (1)	AgreeCarryoverPriorYearInd
Dues Assessments	$2,668,747	DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY	$325,903	NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov	$247,096	NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot	$572,999	NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc	$157,456	AggregateReportedDuesNtcAmt
Carried Over	$415,543	CarriedOverAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,670	OtherCostOrOtherBasisAmt
Book Value	$3,670	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$199,793	OtherCostOrOtherBasisAmt
Depreciation	$79,849	DepreciationAmt
Book Value	$119,944	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$731,005	OtherCostOrOtherBasisAmt
Depreciation	$731,004	DepreciationAmt
Book Value	$1	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$123,615	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
Due from Affiliates	$3,064,099
Deposits	$62,486

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$3,126,585	TotalBookValueOtherAssetsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$4,564,948	TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported	$0	RevenueNotReportedAmt
Revenue Subtotal	$4,564,948	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$4,564,948	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$6,618,274	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$6,618,274	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$6,618,274	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part X, Line 2:	FormAndLineReferenceDesc
Explanation	United is exempt from the payment of income taxes on its exempt activities under Section 501(c)(6) of the Internal Revenue Code (IRC). Accordingly, no provision for income taxes has been made in the accompanying combined financial statements.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Purpose Of GrantPurposeOfGrantTxt
Advanced Energy Institute
1010 Vermont Ave NW Suite 1050	Washington	DC	200054918	800373801	501(c)(3)	$801,413	$0	N/A	N/A	Program Support
Counterspark Inc
1010 Vermont Ave NW Suite 1050	Washington	DC	200054918	800373809	501(c)(4)	$398,145	$0	N/A	N/A	Program Support

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 2:	FormAndLineReferenceDesc
Explanation	Grantees are required to submit a proposal and budge detailing the activities for which funding is requested. They are required to report regularly on the expenditures of grant funds received, the activities that were funded, and the results achieved.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Robert Kreamer
CEO	$243,475	$0	$123,727	$0	$0	$0	$20,776	$0	$9,084	$0	$397,062	$0	$0	$0
Brenda Christopher
Lead Product Manager	$155,000	$0	$14,206	$0	$0	$0	$10,170	$0	$7,235	$0	$186,611	$0	$0	$0
Mike Breen
Sr. Software Developer	$162,790	$0	$5,417	$0	$0	$0	$10,628	$0	$1,456	$0	$180,291	$0	$0	$0
Allison Ingram
Treasurer, EVP Finance and Operation	$122,500	$0	$14,367	$0	$0	$0	$20,250	$0	$9,328	$0	$166,445	$0	$0	$0
Dylan Cronin
Sales Account Executive	$145,330	$0	$0	$0	$0	$0	$6,009	$0	$5,073	$0	$156,412	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 3	FormAndLineReferenceDesc
Explanation	CEO's salary is determined by the Finance Committee and Board Chairman and included in his employment contract. The salary was determined based upon consultation with an outside recruiting firm and comparisons to other similar sized organizations. The salary is annually reviewed by the Board Chairman for Advanced Energy United, Inc., Advanced Energy Institute and Counterspark, Inc.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, line 1	United's mission is transforming public policy to enable rapid growth of advanced energy businesses. We educate, engage, and advocate in more than a dozen states, in wholesale electricity markets, and at the federal level, for executive actions, legislation, and regulations that expand the size and value of markets for advanced energy products and service. We also offer business intelligence products and select business development opportunities to help advanced energy companies grow.
Form 990, Part VI, Section A, line 4	The organization's bylaws were amended in FY 22 to reflect the change of the organization's name.
Form 990, Part VI, Section A, line 6	The corporation shall have two classes of members: members and associate members. The class of members shall consist of advanced energy companies and companies with an advanced energy line of business. The class of associate members shall consist of 1) companies in the supply chain of advanced energy companies and/or companies with an advanced energy line of business, and 2) companies and institutions that are current or prospective purchasers and consumers of advanced energy products and services, provided that they share in the common business interest of United's members in accelerating the growth of market opportunities for commerce in advanced energy products and services.
Form 990, Part VI, Section B, line 11b	The 990s 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, CEO included, are benchmarked against other similar organizations to ensure they are consistent. The CEO's salary is determined by the Finance Committee and the board president. The salary is annually reviewed 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
Form 990, Part XII, Line 2c:	The organization's oversight process of audit has been consistent with prior years.