2025-10-24T11:56:23-05:00 2024-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-01-01 453859544 Advanced Energy United Inc ADVA 2023801950 1801 Pennsylvania Avenue NW 410 Washington DC 20006 Allison Ingram EVP, Finance/Operations 2023801950 2025-10-16 1 1 Yong Zhang CPA P01249785 7038930300 2025-10-16 2024 2025-03-06 01:10:19Z Heather O'Neill 1801 Pennsylvania Avenue NW 410 Washington DC 20006 7583380 0 X www.AdvancedEnergyUnited.org X 2011 DC To transform public policy to enable rapid growth of advanced energy businesses. 14 14 112 50 0 0 1500000 2250000 4965595 5250656 15943 28729 21353 53995 6502891 7583380 567505 750000 0 0 3513076 4616388 0 0 0 1687655 1751047 5768236 7117435 734655 465945 8208167 9234988 6326901 6887777 1881266 2347211 X See Schedule O 0 0 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. 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. 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. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 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 17 0 1 112 1 0 0 0 0 1 1 0 0 0 X 14 14 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Allison Ingram 2023801950 1801 Pennsylvania Avenue NW 410 Washington DC 20006 Megan Beuregard Director, Chair(until 11/19/24) 1.00 X X 0 0 0 Liesl Clark Director 1.00 X 0 0 0 Cisco DeVries Director 1.00 X 0 0 0 Nathan Hanson Director 1.00 X 0 0 0 Amy Heart Director 1.00 X 0 0 0 Travis Kavulla Director 1.00 X 0 0 0 Amith Kota Director 1.00 X 0 0 0 Brianne Miller Director 1.00 X 0 0 0 Sarah Webster Director 1.00 X 0 0 0 Erika Diamond Director 1.00 X 0 0 0 Neil Veillieux Director 1.00 X 0 0 0 Cisco DeVries Director 1.00 X 0 0 0 Matt Stanberry Director 1.00 X 0 0 0 JD Sitton Director 1.00 X 0 0 0 Heather O'Neill President & CEO 16.00 X 332892 0 19452 Allison Ingram Treasurer, EVP Finance/Operations 18.00 X 117173 0 28501 Jeremy McDiarmid General Counsel 2.00 X 7295 0 1835 Michael Breen Sr. Software Developer 40.00 X 177790 0 14442 Jeremiah Holston Sales Director 40.00 X 172838 0 35885 Brenda Christopher Lead Product Manager 40.00 X 166387 0 19285 Paige Haskins Full Stack Software Engine 40.00 X 147477 0 16946 Kate Johnson Engagement Director 40.00 X 143808 0 32646 1265660 0 168992 11 0 1 0 Focus Data Solutions Inc 1020 Princess St Alexandria VA 22314 Technology consulting 178529 Altai Systems Inc 9413 Buck Haven Trail Tallahassee FL 32312 Software & implementation 126100 2 2250000 2250000 Membership dues 900099 3257831 3257831 Subscription fees 900099 1749839 1749839 Sponsorships 900099 165000 165000 Registration fees 900099 77986 77986 5250656 28729 28729 Other revenue 900099 53995 53995 53995 7583380 5250656 0 82724 750000 507148 3260302 221427 336079 291432 26895 23099 118637 110796 97809 387163 81775 197805 437519 96000 30725 Membership 130425 Dues and subscriptions 11389 License & registration 1010 7117435 868660 938935 724839 1203493 49557 80752 235305 219396 1569085 835282 695772 733803 5634034 6058609 8208167 9234988 1499719 2078910 2005537 1940885 2821645 2867982 6326901 6887777 X 435812 1020643 1445454 1326568 1881266 2347211 8208167 9234988 465945 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 1 3257831 408326 408326 159634 248692 643701 88847 554854 300715 121766 178949 624669 624669 0 733803 Due from Affiliates 4121295 Right-of-use assets - operating lease 1937314 6058609 Operating lease liability 2867982 2867982 X 7583980 600 600 7583380 0 7583380 7118035 600 600 7117435 0 7117435 Part X, Line 2: 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. 1 Counterspark Inc 1801 Pennsylvania Ave NW Suite 410 Washington DC 20006 800373809 501(c)(4) 750000 0 N/A N/A Program Support 0 1 Part I, Line 2: Grantees are required to submit a proposal and budget 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. X X X X 0 0 0 Heather O'Neill President & CEO 156844 0 176048 0 0 0 18400 0 1052 0 352344 0 0 0 Jeremiah Holston Sales Director 172838 0 0 0 0 0 9452 0 26433 0 208723 0 0 0 Michael Breen Sr. Software Developer 172540 0 5250 0 0 0 12353 0 2089 0 192232 0 0 0 Brenda Christopher Lead Product Manager 162137 0 4250 0 0 0 10940 0 8345 0 185672 0 0 0 Kate Johnson Engagement Director 138058 0 5750 0 0 0 11899 0 20747 0 176454 0 0 0 Paige Haskins Full Stack Software Engine 143477 0 4000 0 0 0 9895 0 7051 0 164423 0 0 0 Part I, Line 3 President & CEO's salary was initially determined by the Finance Committee and Board Chairman and included in her employment contract. The salary was determined based upon consultation with an outside recruiting firm and comparisons to other similar sized organizations and confirmed by an independent salary survey. The salary is annually approved by the Board Chairman for Advanced Energy United, Inc., Advanced Energy Institute and Counterspark, Inc. Form 990, Part III, line 1 Advanced Energy United educates, engages, and advocates for policies that allow our member companies to compete to power our economy with 100% clean energy. We work with decision makers at every level of government as well as regulators of energy markets to achieve this goal. The businesses we represent are lowering consumer costs, creating thousands of new jobs every year, and providing the full range of clean, efficient, and reliable energy and transportation solutions. Together, we are united in our mission to accelerate the transition to 100% clean energy in the United States. 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, President & CEO included, are benchmarked against other similar organizations to ensure they are consistent. The President & CEO's salary was initially determined by the board president. The salary is annually approved 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.