ADVANCED ENERGY UNITED INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: ADVANCED ENERGY UNITED INC (EIN 45-3859544)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-10-23
IRS object ID: 201812969349300646
Schema version: 2017v2.3
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 B
Schedule C
Schedule D
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-10-23T14:13:31-05:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521392008	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GELMAN ROSENBERG & FREEDMAN	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4550 MONTGOMERY AVE SUITE 650N	AddressLine1Txt
City	BETHESDA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	208142930	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-01-01	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 ECONOMY 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	1000 VERMONT AVENUE NW NO 3 FL	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20005	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ELIZABETH L GILCHRIST	PersonNm
Person Title	SVP/SECRETARY-TREASURER	PersonTitleTxt
Phone	2023801950	PhoneNum
Signature	2018-10-23	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	AMY BOLAND CPA	PreparerPersonNm
PTIN	P01329488	PTIN
Phone	3019519090	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	75.103.231.202	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-10-23	IPDt
IP Tm	15:13:27	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	4FA38BE9C690C82C721A5060F87FC7588CB81F81	AtSubmissionCreationDeviceId
At Submission Filing Device Id	8DEB380D4E21B66687F3ECD2CD50A234688E8145	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2018-06-14 16:35:46Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	HEATHER O'NEILL	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1000 VERMONT AVENUE NW NO 3 FL	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20005	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$5,455,278	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.AEE.NET	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2011	FormationYr
Legal Domicile State	DC	LegalDomicileStateCd
Activity Or Mission	SEE PART III, LINE 1.	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	47	TotalEmployeeCnt
Total Volunteers	230	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$3,982,625	PYContributionsGrantsAmt
CY Contributions Grants	$2,759,757	CYContributionsGrantsAmt
PY Program Service Revenue	$1,933,763	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,427,867	CYProgramServiceRevenueAmt
PY Investment Income	-$1,248	PYInvestmentIncomeAmt
CY Investment Income	-$1,127	CYInvestmentIncomeAmt
PY Other Revenue	$163,678	PYOtherRevenueAmt
CY Other Revenue	$267,552	CYOtherRevenueAmt
PY Total Revenue	$6,078,818	PYTotalRevenueAmt
CY Total Revenue	$5,454,049	CYTotalRevenueAmt
PY Grants And Similar Paid	$110,100	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$74,577	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$4,683,884	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$4,318,152	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,614,123	PYOtherExpensesAmt
CY Other Expenses	$1,966,333	CYOtherExpensesAmt
PY Total Expenses	$7,408,107	PYTotalExpensesAmt
CY Total Expenses	$6,359,062	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,329,289	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$905,013	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,909,388	TotalAssetsBOYAmt
Total Assets EOY	$1,955,911	TotalAssetsEOYAmt
Total Liabilities BOY	$1,720,327	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,671,863	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$189,061	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$715,952	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE MISSION OF ADVANCED ENERGY ECONOMY IS TO TRANSFORM PUBLIC POLICY TO ENABLE RAPID GROWTH OF ADVANCED ENERGY BUSINESSES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	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.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	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.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Desc	REGIONAL DEVELOPMENT: AEE 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 ENERGY. WORKING DIRECTLY AND WITH LOCAL AND REGIONAL PARTNERS IN STATE LEGISLATIVE AND REGULATORY FORUMS, AEE AND ITS MEMBER COMPANIES ADVOCATE FOR POLICIES THAT SUPPORT COMPETITIVE MARKET OPPORTUNITIES FOR ADVANCED ENERGY BUSINESSES, PRODUCTS AND SERVICES.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)

DescDesc
POLICY
PUBLIC UTILITIES COMMISSION ENGAGEMENT
INDUSTRY ANALYSIS
CLEAN POWER PLAN
STRATEGIC PARTNERSHIPS
21ST CENTURY ELECTRICITY SYSTEM

Field	Value	IRS element (for citing)
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	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
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
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	Yes (1)	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 With Officer Ent	0	BusinessRlnWithOfficerEntInd
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	29	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	47	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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	16	GoverningBodyVotingMembersCnt
Independent Voting Member	16	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	0	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	0	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	ELIZABETH L GILCHRIST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2023801951	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1000 VERMONT AVE NW 3RD FL	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20005	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
HEMANT TANEJA
CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
ROB BERNARD
DIRECTOR	0.50	Yes (X)		$0	$0	$0
BILL DICROCE
DIRECTOR	0.50	Yes (X)		$0	$0	$0
ROGER FLANAGAN
DIRECTOR	0.50	Yes (X)		$0	$0	$0
DEB FRODL
DIRECTOR	0.50	Yes (X)		$0	$0	$0
MIKE GARLAND
DIRECTOR	0.50	Yes (X)		$0	$0	$0
TIM HEALY
DIRECTOR (THROUGH 08/17)	0.50	Yes (X)		$0	$0	$0
LISA JACKSON
DIRECTOR (BEGIN 3/2017)	0.50	Yes (X)		$0	$0	$0
PAUL KALETA
DIRECTOR	0.50	Yes (X)		$0	$0	$0
TERRILL LAUGHTON
DIRECTOR	0.50	Yes (X)		$0	$0	$0
ALEX LASKEY
DIRECTOR (THROUGH 08/17)	0.50	Yes (X)		$0	$0	$0
DAN'L LEWIN
DIRECTOR (THROUGH 08/17)	0.50	Yes (X)		$0	$0	$0
SCOTT NEUMAN
DIRECTOR (BEGIN 9/2017)	0.50	Yes (X)		$0	$0	$0
NAIMISH PATEL
DIRECTOR	0.50	Yes (X)		$0	$0	$0
KEVIN SELF
DIRECTOR	0.50	Yes (X)		$0	$0	$0
DAN SHUGAR
DIRECTOR	0.50	Yes (X)		$0	$0	$0
PRASANNA VENKATESAN
DIRECTOR	0.50	Yes (X)		$0	$0	$0
AZIZ VIRANI
DIRECTOR	0.50	Yes (X)		$0	$0	$0
HOWARD WENGER
DIRECTOR (THROUGH 05/17)	0.50	Yes (X)		$0	$0	$0
TOM WERNER BEGIN 517
DIRECTOR	0.50	Yes (X)		$0	$0	$0
GRAHAM RICHARD
CEO/PRESIDENT	38.00		Yes (X)	$313,261	$0	$45,334
ELIZABETH GILCHRIST
SVP/SECRETARY-TREASURER	36.00		Yes (X)	$178,461	$0	$17,374
STEVEN CHADIMA
SVP, EXTERNAL AFFAIRS	39.00			$190,233	$0	$28,388	Yes (X)
SUZANNE BERTIN
SENIOR DIRECTOR, STATE POLICY	36.00			$154,392	$0	$18,660		Yes (X)
HEATHER O'NEILL
SVP, STRATEGIC PARTNERSHIPS	31.00			$151,417	$0	$5,389		Yes (X)
LAURA BARTSCH
VICE PRESIDENT, MEMBERSHIP	40.00			$148,443	$0	$29,763		Yes (X)
ERIC FITZ
VP, ENGINEERING AND PRODUCT DEV'L	40.00			$147,824	$0	$22,238		Yes (X)
CHARLES FORCEY
SENIOR SOFTWARE ARCHITECT	40.00			$145,443	$0	$31,100		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,429,474	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$198,246	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	14	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE LIGHTHOUSE GROUP	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	597 SW 11TH CT	AddressLine1Txt
City	PALM CITY	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34990	ZIPCd

Field	Value	IRS element (for citing)
Services	ADVERTISING CREATION AND AD BUY	ServicesDesc
Compensation	$164,341	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$2,759,757	AllOtherContributionsAmt
Total Contributions	$2,759,757	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES	900099	$2,227,045	$2,227,045
PROGRAM FEES	900099	$82,000	$82,000
REGISTRATION FEES	900099	$62,140	$62,140
CONTRACT REVENUE	900099	$56,682	$56,682

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,427,867	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$102	TotalRevenueColumnAmt
Exclusion	$102	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$250,754	TotalRevenueColumnAmt
Related Or Exempt Func Income	$250,754	RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$18,000	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$18,000	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$18,000	TotalRevenueColumnAmt
Exclusion	$18,000	ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$1,229	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Other	-$1,229	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,229	TotalRevenueColumnAmt
Exclusion	-$1,229	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
Business	900099	BusinessCd
Total Revenue Column	-$1,202	TotalRevenueColumnAmt
Exclusion	-$1,202	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	-$1,202	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,454,049	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,678,621	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$15,671	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$74,577	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$773,051	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,958,502	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$82,769	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$253,444	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$250,386	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$35,059	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$493,279	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$245,415	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$73,895	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$279,838	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$343,676	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$199,369	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$189,331	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$38,244	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$10,380	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
ALLOCATION OF M&G	-$8,240
DUES & SUBSCRIPTIONS	$51,891
PAYROLL PROCESSING	$10,148
BUSINESS REGISTRATIONS	$3,426

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$622	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,359,062	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
EOY	$1,508,572	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,280,632	BOYAmt
EOY	$132,134	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$60,000	BOYAmt
EOY	$25,000	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$55,542	BOYAmt
EOY	$24,997	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$216,449	BOYAmt
EOY	$135,651	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$857,579	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$827,329	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$63,103	BOYAmt
EOY	$30,250	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$233,662	BOYAmt
EOY	$99,307	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,909,388	BOYAmt
EOY	$1,955,911	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$550,064	BOYAmt
EOY	$840,132	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$944,665	BOYAmt
EOY	$1,273,471	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$225,598	BOYAmt
EOY	$558,260	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,720,327	BOYAmt
EOY	$2,671,863	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$109,995	BOYAmt
EOY	-$922,060	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$79,066	BOYAmt
EOY	$206,108	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$189,061	BOYAmt
EOY	-$715,952	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,909,388	BOYAmt
EOY	$1,955,911	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$905,013	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
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 B IRS990ScheduleB

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	$2,227,045	DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY	$232,316	NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov	-$30,316	NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot	$202,000	NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc	$133,623	AggregateReportedDuesNtcAmt
Carried Over	$68,377	CarriedOverAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$19,547	OtherCostOrOtherBasisAmt
Depreciation	$18,565	DepreciationAmt
Book Value	$982	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$109,301	OtherCostOrOtherBasisAmt
Depreciation	$80,033	DepreciationAmt
Book Value	$29,268	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$728,731	OtherCostOrOtherBasisAmt
Depreciation	$728,731	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$30,250	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
DEPOSITS	$60,000
DUE FROM ADVANCED ENERGY ECONOMY 4	$39,307

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$99,307	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DEFERRED RENT ABATEMENT	$196,237
DUE TO RELATED PARTIES	$362,023

Field	Value	IRS element (for citing)
Total Liability	$558,260	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$5,465,987	TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts	$11,938	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$11,938	RevenueNotReportedAmt
Revenue Subtotal	$5,454,049	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$5,454,049	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$6,371,000	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$11,938	DonatedServicesUseFcltsAmt
Expenses Not Reported	$11,938	ExpensesNotReportedAmt
Expenses Subtotal	$6,359,062	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$6,359,062	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	FOR THE YEAR ENDED DECEMBER 31, 2017, THE ORGANIZATIONS HAVE DOCUMENTED THEIR CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ARKANSAS ADVANCED ENERGY ASSOCIATION
124 WEST CAPITOL AVENUE	LITTLE ROCK	AR	72201	453724039	501(C)(6)	$7,000	BUILDING THE CAPACITY TO REPRESENT AND ADVOCATE FOR ADVANCED ENERGY POLICY
GREENTECH MEDIA
545 WASHINGTON BLVD	JERSEY CITY	NJ	07310	208359083	N/A	$9,000	SPONSORSHIP OF GRID EDGE WORLD FORUM 2017
INSTITUTE FOR ENERGY INNOVATION
PO BOX 2977	GRAND RAPIDS	MI	49501	454458585	501(C)(3)	$10,000	SPONSORSHIP OF MEC4: POWERING MOBILITY CONFERENCE

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	2	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 DETAILING THE ACTIVITIES FOR WHICH FUNDING IS REQUESTED, TOGETHER WITH A DETAILED BUDGET. 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)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
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 (8 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
GRAHAM RICHARD
CEO/PRESIDENT	$313,261	$0	$0	$0	$0	$0	$7,956	$0	$37,378	$0	$358,595	$0	$0	$0
ELIZABETH GILCHRIST
SVP/SECRETARY-TREASURER	$178,461	$0	$0	$0	$0	$0	$5,342	$0	$12,032	$0	$195,835	$0	$0	$0
STEVEN CHADIMA
SVP, EXTERNAL AFFAIRS	$190,233	$0	$0	$0	$0	$0	$5,694	$0	$22,694	$0	$218,621	$0	$0	$0
SUZANNE BERTIN
SENIOR DIRECTOR, STATE POLICY	$154,392	$0	$0	$0	$0	$0	$4,620	$0	$14,040	$0	$173,052	$0	$0	$0
HEATHER O'NEILL
SVP, STRATEGIC PARTNERSHIPS	$151,417	$0	$0	$0	$0	$0	$4,543	$0	$846	$0	$156,806	$0	$0	$0
LAURA BARTSCH
VICE PRESIDENT, MEMBERSHIP	$148,443	$0	$0	$0	$0	$0	$4,440	$0	$25,323	$0	$178,206	$0	$0	$0
ERIC FITZ
VP, ENGINEERING AND PRODUCT DEV'L	$147,824	$0	$0	$0	$0	$0	$4,421	$0	$17,817	$0	$170,062	$0	$0	$0
CHARLES FORCEY
SENIOR SOFTWARE ARCHITECT	$145,443	$0	$0	$0	$0	$0	$4,350	$0	$26,750	$0	$176,543	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	AEE PROVIDED A HOUSING ALLOWANCE TO CEO GRAHAM RICHARD AS PART OF HIS COMPENSATION PACKAGE IN CALENDAR YEAR 2017, THE AMOUNT OF WHICH WAS INCLUDED IN HIS REPORTABLE COMPENSATION.
PART I, LINE 1B	CEO'S HOUSING ALLOWANCE IS PART OF HIS EMPLOYMENT CONTRACT WITH THE ORGANIZATION.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4	THE ORGANIZATION AMENDED ITS BYLAWS TO INCREASE THE MAXIMUM NUMBER OF DIRECTORS FROM 25 TO 35.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS PREPARED BY THE INDEPENDENT CPA FIRM, AND REVIEWED BY THE CEO. A COPY OF THE FINAL 990 WAS PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	AT ANNUAL MEETING CONFLICT OF INTEREST SITUATIONS ARE MONITORED. IN CASE A CONFLICT OF INTEREST ARISES, THE INTERESTED PERSON WILL RECUSE HIMSELF FROM VOTING.
FORM 990, PART VI, SECTION B, LINE 15A	THE SALARY OF THE CEO WAS SET BY THE BOARD OF DIRECTORS DURING NEGOTIATIONS FOR A THREE YEAR EMPLOYMENT CONTRACT ENTERED INTO ON 12/4/2014. COMPENSATION WAS REVIEWED IN JANUARY 2017 AT THE TIME OF THE CEO'S PERFORMANCE APPRAISAL BY THE BOARD, AND WAS INCREASED. COMPARABLE DATA WAS USED TO DETERMINE THE COMPENSATION OF THE CEO AND THIS PROCESS WAS DOCUMENTED.
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.
PART VII, SECTION A:	ADVANCED ENERGY ECONOMY INSTITUTE, ADVANCED ENERGY ECONOMY 4, AND ADVANCED ENERGY ECONOMY, INC. PARTICIPATE IN A COMMON PAYMASTER ARRANGEMENT FOR EMPLOYEES. AMOUNTS REPORTED ON PART VII REFLECT PAYMENTS FOR SERVICES ALLOCABLE TO THE FILING ORGANIZATION.