2021-09-16T08:11:05-05:00 2020-12-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-01-01 453859544 ADVANCED ENERGY ECONOMY ADVA 2023801950 1010 VERMONT AVE NW NO 1050 WASHINGTON DC 20005 ALLISON INGRAM SVP OF FINANCE AND OPERATIONS 2023801950 2021-09-16 1 ALLISON INGRAM XXX-XX-XXXX SARA SMITH P01332734 2022932200 2021-09-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X ROBERT N KREAMER 1010 VERMONT AVE NW NO 1050 WASHINGTON DC 20005 4983757 0 X WWW.AEE.NET X 2011 DC TO TRANSFORM PUBLIC POLICY TO ENABLE RAPID GROWTH OF ADVANCED ENERGY BUSINESSES 12 12 51 50 0 0 1300000 2032500 3040914 1988228 92 40 604096 962989 4945102 4983757 6575 485809 0 0 2444452 3181341 0 0 0 1335647 1531969 3786674 5199119 1158428 -215362 2174072 3090459 1605477 2737226 568595 353233 THE MISSION OF ADVANCED ENERGY ECONOMY IS TO TRANSFORM PUBLIC POLICY TO ENABLE RAPID GROWTH OF ADVANCED ENERGY BUSINESSES 0 0 EDUCATION AND COMMUNICATIONS: AS THE BUSINESS VOICE OF ADVANCED ENERGY, AEE 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. MEMBERSHIP: AEE 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. DRIVING TECHNOLOGY ADOPTION: AEE CONVENES, CONNECTS AND ENGAGES POLICY MAKERS, STAKEHHOLDERS AND THE PUBLIC TO TAKE ACTION ON STATE AND REGIONAL POLICIES THAT PROMOTE A WORLD THAT RUNS ON SECURE, CLEAN AND AFFORDABLE TECHNOLOGY. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 51 1 0 0 0 0 1 1 0 0 0 X 12 12 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 2023801950 1010 VERMONT AVE NW NO 1050 WASHINGTON DC 20005 ROBERT NAT KREAMER CHIEF EXECUTIVE OFFICER 26.00 X 377151 0 112247 HEATHER O'NEILL PRESIDENT 14.00 X 101325 0 13125 ALLISON INGRAM TREASURER, SVP FINANCE 18.00 X 82072 0 13757 JEFFREY DENNIS SECRETARY, GENERAL COUNSEL 20.00 X 84668 0 10624 ERIC FITZ GM, POWERSUITE 40.00 X 147448 0 26569 DYLAN CRONIN SALES ACCOUNT EXECUTIVE 32.00 X 123054 0 9179 MIKE BREEN SR. SOFTWARE DEVELOPER 40.00 X 118200 0 6531 LAURA BARTSCH SVP, SALES & MARKETING 28.00 X 116405 0 48848 ARPITA DEY FULL STACK DEVELOPER 40.00 X 113467 0 10154 HEMANT TANEJA CHAIR 0.50 X X 0 0 0 MIKE GARLAND DIRECTOR 0.50 X 0 0 0 NATE HANSON DIRECTOR 0.50 X 0 0 0 MARK LAABS DIRECTOR 0.50 X 0 0 0 ED MYSZKA DIRECTOR 0.50 X 0 0 0 SURYA PANDITI DIRECTOR 0.50 X 0 0 0 MICHELLE PATRON DIRECTOR 0.50 X 0 0 0 EAMON PERREL DIRECTOR 0.50 X 0 0 0 KEVIN SELF DIRECTOR 0.50 X 0 0 0 PRASANNA VENKATESAN DIRECTOR 0.50 X 0 0 0 LEN DIPLOCK DIRECTOR 0.50 X 0 0 0 SCOTT BOOSE DIRECTOR (THRU 12/31/20) 0.50 X 0 0 0 BILL RITTER JR DIRECTOR (THRU 3/1/20) 0.50 X 0 0 0 NED BARTLETT DIRECTOR (THRU 3/1/20) 0.50 X 0 0 0 BILL DICROCE DIRECTOR (THRU 6/1/20) 0.50 X 0 0 0 JIM STEFFES DIRECTOR (THRU 6/1/20) 0.50 X 0 0 0 1263790 0 251034 7 0 1 0 CLIFTONLARSONALLEN LLP 220 SOUTH 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 OUTSOURCED ACCOUNTING 122414 1 2032500 2032500 MEMBERSHIP DUES 900099 1767169 1767169 AFFILIATES DUES & SPONSORSHIP 900099 165128 165128 REGISTRATION FEES 900099 28540 28540 PROGRAM FEES 900099 27391 27391 1988228 40 40 959989 959989 3000 0 3000 3000 3000 4983757 1823100 0 1128157 X 485809 799406 1448265 37598 711476 184596 3277 64143 619089 193454 55267 282303 130881 46728 11383 1525 28734 7978 DUES & SUBSCRIPTIONS 86614 PAYROLL PROCESSING 12834 GIFTS 11167 BUSINESS REGISTRATIONS 4758 -28166 5199119 651866 1341501 75259 75277 400000 0 234707 48307 156753 165854 1188051 767344 35552 420707 619935 1038813 2174072 3090459 749104 1135002 719594 1183611 136779 418613 1605477 2737226 X -103899 153233 672494 200000 568595 353233 2174072 3090459 -215362 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 1767169 125750 152559 278309 129003 149306 314716 5426 309290 142330 32050 110280 731005 729868 1137 420707 DEPOSITS 12486 DUE FROM AFFILIATES 1026327 1038813 DEFERRED RENT ABATEMENT 156187 DEFERRED LEASEHOLD IMPROVEMENT INCENTIVES 262426 418613 4983757 0 4983757 0 4983757 5199119 0 5199119 0 5199119 0 CONSERVATION VOTERS NEW MEXICO 121 SANDOVAL STREET SUITE 200 SANTA FE NM 87501 200016255 501C(4) 10000 PROGRAMMATIC SUPPORT ADVANCED ENERGY WORKS 1000 VERMONT AVENUE NW 3 FL WASHINGTON DC 20005 800373809 501C(4) 414439 CONTINUATION OF BEYOND COAL INITIATIVE 0 2 X X 0 0 0 ROBERT NAT KREAMER CHIEF EXECUTIVE OFFICER 317992 0 59159 0 0 0 93022 0 19973 0 490146 0 0 0 ERIC FITZ GM, POWERSUITE 147448 0 0 0 0 0 9696 0 22869 0 180013 0 0 0 LAURA BARTSCH SVP, SALES & MARKETING 116405 0 0 0 0 0 33072 0 16473 0 165950 0 0 0 PART I, LINE 3 CEO'S SALARY IS DETERMINED BY THE FINANCE COMMITTEE AND BOARD PRESIDENTS 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 PRESIDENTS OF THE BOARD FOR ADVANCED ENERGY ECONOMY INC, ADVANCED ENERGY ECONOMY INSTITUTE AND ADVANCED ENERGY WORKS. 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 AEE'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 PRESIDENTS OF THE BOARD FOR ADVANCED ENERGY ECONOMY INC, ADVANCED ENERGY ECONOMY INSTITUTE AND ADVANCED ENERGY WORKS. 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 IX, LINE 11G PROFESSIONAL FEES 619,089.