ADVANCED ENERGY UNITED INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ADVANCED ENERGY UNITED INC (EIN 45-3859544)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-20
IRS object ID
201702939349300900
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-10-20T08:17:23-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521392008PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GELMAN ROSENBERG & FREEDMANBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14550 MONTGOMERY AVE SUITE 650NAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP208142930ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453859544EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADVANCED ENERGY ECONOMY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlADVABusinessNameControlTxt
Phone2023801950PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 VERMONT AVENUE NW NO 3 FLAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH L GILCHRISTPersonNm
Person TitleSVP/SECRETARY-TREASURERPersonTitleTxt
Phone2023801950PhoneNum
Signature2017-10-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMY BOLAND CPAPreparerPersonNm
PTINP01329488PTIN
Phone3019519090PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGRAHAM RICHARDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 VERMONT AVENUE NW NO 3 FLAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,080,550GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.AEE.NETWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2011FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionSEE PART III, LINE 1.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee47TotalEmployeeCnt
Total Volunteers19TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,127,046PYContributionsGrantsAmt
CY Contributions Grants$3,982,625CYContributionsGrantsAmt
PY Program Service Revenue$1,349,338PYProgramServiceRevenueAmt
CY Program Service Revenue$1,933,763CYProgramServiceRevenueAmt
PY Investment Income$416PYInvestmentIncomeAmt
CY Investment Income-$1,248CYInvestmentIncomeAmt
PY Other Revenue$26,426PYOtherRevenueAmt
CY Other Revenue$163,678CYOtherRevenueAmt
PY Total Revenue$5,503,226PYTotalRevenueAmt
CY Total Revenue$6,078,818CYTotalRevenueAmt
PY Grants And Similar Paid$110,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$110,100CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,107,526PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,683,884CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,642,282PYOtherExpensesAmt
CY Other Expenses$2,614,123CYOtherExpensesAmt
PY Total Expenses$6,859,808PYTotalExpensesAmt
CY Total Expenses$7,408,107CYTotalExpensesAmt
PY Revenues Less Expenses-$1,356,582PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,329,289CYRevenuesLessExpensesAmt
Total Assets BOY$2,977,974TotalAssetsBOYAmt
Total Assets EOY$1,909,388TotalAssetsEOYAmt
Total Liabilities BOY$1,459,624TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,720,327TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,518,350NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$189,061NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF ADVANCED ENERGY ECONOMY IS TO TRANSFORM PUBLIC POLICY TO ENABLE RAPID GROWTH OF ADVANCED ENERGY BUSINESSES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescEDUCATION 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 HIGHLIGHTING THE RESULTING ECONOMIC BENEFITS TO THE STATES AND REGIONS IN WHICH THOSE COMPANIES ARE OPERATING.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescMEMBERSHIP: 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 Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescPOLICY: AEE CONVENES, CONNECTS, AND ENGAGES POLICY MAKERS, STAKEHOLDERS AND THE PUBLIC TO TAKE ACTION ON POLICIES THAT PROMOTE A WORLD THAT RUNS ON SECURE, CLEAN AND AFFORDABLE ENERGY. IN ADDITION TO ITS ADVOCACY WORK ON ENERGY ISSUES AT A FEDERAL LEVEL, AEE HAS DEVELOPED A COALITION OF STATE AND REGIONAL PARTNER ORGANIZATIONS COVERING 25 STATES THAT WORK WITH AEE AND ITS MEMBER COMPANIES TO ADVOCATE FOR STATE LEGISLATIVE AND REGULATORY POLICIES THAT SUPPORT THE RAPID GROWTH OF ADVANCED ENERGY BUSINESSES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)

DescDesc
REGIONAL DEVELOPMENT
PUBLIC UTILITIES COMMISSION ENGAGEMENT
INDUSTRY ANALYSIS
CLEAN POWER PLAN
STRATEGIC PARTNERSHIPS
21ST CENTURY ELECTRICITY SYSTEM
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document30IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee47EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELIZABETH L GILCHRISTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2023801951PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 VERMONT AVE NW 3RD FLAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
HEMANT TANEJA
CHAIR3.00Yes (X)$0$0$0
DOYLE BENEBY
DIRECTOR1.00Yes (X)$0$0$0
CHRIS BROWN
DIRECTOR1.00Yes (X)$0$0$0
ANDRE DEVILBISS
DIRECTOR1.00Yes (X)$0$0$0
BILL DICROCE
DIRECTOR1.00Yes (X)$0$0$0
DOUG EGAN
DIRECTOR1.00Yes (X)$0$0$0
DEB FRODL
DIRECTOR1.00Yes (X)$0$0$0
TIM HEALY
DIRECTOR1.00Yes (X)$0$0$0
JIM HUGHES
DIRECTOR1.00Yes (X)$0$0$0
MARTY LAGOD
DIRECTOR1.00Yes (X)$0$0$0
ALEX LASKEY
DIRECTOR1.00Yes (X)$0$0$0
TERRILL LAUGHTON
DIRECTOR1.00Yes (X)$0$0$0
DAN'L LEWIN
DIRECTOR1.00Yes (X)$0$0$0
NAIMISH PATEL
DIRECTOR1.00Yes (X)$0$0$0
MARY RHINEHART
DIRECTOR1.00Yes (X)$0$0$0
KEVIN SELF
DIRECTOR1.00Yes (X)$0$0$0
PRASANNA VENKATESAN
DIRECTOR1.00Yes (X)$0$0$0
HOWARD WENGER
DIRECTOR1.00Yes (X)$0$0$0
TED WHITE
DIRECTOR1.00Yes (X)$0$0$0
GRAHAM RICHARD
PRESIDENT & CEO34.00$382,009$0$26,121Yes (X)
ELIZABETH GILCHRIST
SVP/SECRETARY-TREASURER35.00$198,067$0$16,402Yes (X)
STEVE CHADIMA
SR. VP, EXTERNAL AFFAIRS38.00$217,123$0$18,055Yes (X)
HEATHER O'NEILL
SR. VP, STRATEGIC PARTNERSHIPS31.00$179,557$0$10,607Yes (X)
MALCOLM WOOLF
SR. VP, POLICY & GOV'T AFFAIRS27.00$158,858$0$19,313Yes (X)
MATT AIELLO
SR. DIR., MARKETING40.00$153,215$0$5,342Yes (X)
LAURA BARTSCH
VP, MEMBERSHIP40.00$151,066$0$27,235Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,439,895TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$123,075TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K15IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
VAN NESS FELDMAN LLP
1050 THOMAS JEFFERSON NWWASHINGTONDC20007POLICY ANALYSIS/ADV.$178,325
AKIN GUMP STRAUSS HAUER & FELD LLP
1333 NEW HAMPSHIRE AVE NWWASHINGTONDC20036POLICY ANALYSIS/ADV.$146,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,982,625AllOtherContributionsAmt
Total Contributions$3,982,625TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$1,863,175$1,863,175
REGISTRATION FEES900099$70,588$70,588
FieldValueIRS element (for citing)
Total Program Service Revenue$1,933,763TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$319TotalRevenueColumnAmt
Exclusion$319ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$70,678TotalRevenueColumnAmt
Related Or Exempt Func Income$70,678RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$18,000RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$18,000RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,000TotalRevenueColumnAmt
Exclusion$18,000ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$165OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$1,732OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$1,567OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,567TotalRevenueColumnAmt
Related Or Exempt Func Income-$1,567RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$75,000TotalRevenueColumnAmt
Exclusion$75,000ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$75,000OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,078,818TotalRevenueColumnAmt
Related Or Exempt Func Income$2,002,874RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$93,319ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$110,100TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$622,599TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,449,478TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$98,825TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$257,143TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$255,839TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,630TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$38,196TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$136,778TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$706,322TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$163,979TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$99,545TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$162,060TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$346,618TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$306,749TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$339,047TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$200,226TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,795TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
DUES & SUBSCRIPTIONS$65,176
PAC ADMIN. EXPENSES$20,000
PAYROLL SERVICE FEES$10,416
BUSINESS REGISTRATIONS$3,832

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,754TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,408,107TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$21,990BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,551,061BOYAmt
EOY$1,280,632EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$60,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,500BOYAmt
EOY$55,542EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$143,204BOYAmt
EOY$216,449EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$873,030LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$809,927LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$237,059BOYAmt
EOY$63,103EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,008,160BOYAmt
EOY$233,662EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,977,974BOYAmt
EOY$1,909,388EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$642,675BOYAmt
EOY$550,064EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$573,434BOYAmt
EOY$944,665EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$243,515BOYAmt
EOY$225,598EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,459,624BOYAmt
EOY$1,720,327EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,518,350BOYAmt
EOY$109,995EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$79,066EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,518,350BOYAmt
EOY$189,061EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,977,974BOYAmt
EOY$1,909,388EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,329,289ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Section527 Political Org Section527PoliticalOrgGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1AEE ACTION FUNDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 VERMONT AVENUE NW 3RD FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
EIN455070082EIN
Paid Internal Funds$20,000PaidInternalFundsAmt
FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$3,402,062DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$289,442NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov-$13,572NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$275,870NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$306,186AggregateReportedDuesNtcAmt
Taxable-$30,316TaxableAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I-C, LINE 5:FormAndLineReferenceDesc
ExplanationEXPENSES REPORTED IN PART I-C, LINE 5 ARE INDIRECT EXPENSES FOR ADMINISTRATIVE FUNCTIONS PAID BY THE FILING ORGANIZATION AND ARE NOT CONSIDERED POLITICAL EXPENDITURES PURSUANT TO REG. SECTIONS 1.527-2(C)(2) AND 1.527-6(B).ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$19,547OtherCostOrOtherBasisAmt
Depreciation$14,637DepreciationAmt
Book Value$4,910BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$124,752OtherCostOrOtherBasisAmt
Depreciation$73,728DepreciationAmt
Book Value$51,024BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$728,731OtherCostOrOtherBasisAmt
Depreciation$721,562DepreciationAmt
Book Value$7,169BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$63,103TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
DEPOSITS$60,000
DUE FROM ADVANCED ENERGY ECONOMY 4$6,120
DUE FROM ADVANCED ENERGY ECONOMY INSTITUTE$167,542
FieldValueIRS element (for citing)
Total Book Value Other Assets$233,662TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED RENT ABATEMENTDesc
Amt$225,598Amt
FieldValueIRS element (for citing)
Total Liability$225,598TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,081,130TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$2,312DonatedServicesAndUseFcltsAmt
Revenue Not Reported$2,312RevenueNotReportedAmt
Revenue Subtotal$6,078,818RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,078,818TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,410,419TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$2,312DonatedServicesUseFcltsAmt
Expenses Not Reported$2,312ExpensesNotReportedAmt
Expenses Subtotal$7,408,107ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,408,107TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationFOR THE YEAR ENDED DECEMBER 31, 2016, THE ORGANIZATION HAS DOCUMENTED ITS 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
FLORIDA FOR SOLAR INC
610 SOUTH BOULEVARDTAMPAFL33606812177319501(C)(6)$10,000POLLING IN FL CONSTITUTIONAL AMENDMENT CAMPAIGN
ALLIANCE FOR CLEAN ENERGY NEW YORK
194 WASHINGTON AVENUE STE 320ALBANYNY12210421691177501(C)(3)$10,000BUILDING THE CAPACITY TO REPRESENT AND ADVOCATE FOR ADVANCED ENERGY POLICY
ARKANSAS ADVANCED ENERGY ASSOCIATION
124 WEST CAPITOL AVENUELITTLE ROCKAR72201453724039501(C)(6)$10,000BUILDING THE CAPACITY TO REPRESENT AND ADVOCATE FOR ADVANCED ENERGY POLICY
CLEAN ENERGY PROJECT
817 S MAIN STREETLAS VEGASNV89101262791337501(C)(3)$15,000BUILDING THE CAPACITY TO REPRESENT AND ADVOCATE FOR ADVANCED ENERGY POLICY
COLORADO CLEANTECH INDUSTRY ASSOCIATION
14062 DENVER WEST PARKWAY BLDG 52GOLDENCO80401263530463501(C)(6)$10,000BUILDING THE CAPACITY TO REPRESENT AND ADVOCATE FOR ADVANCED ENERGY POLICYRM 300
INTERWEST ENERGY ALLIANCE
341 EAST ALAMEDA STSANTA FENM87501542084551501(C)(6)$10,000BUILDING THE CAPACITY TO REPRESENT AND ADVOCATE FOR ADVANCED ENERGY POLICY
MICHIGAN ENERGY INNOVATION BUSINESS COUNCIL
120 N WASHINGTON SQ SUITE 805LANSINGMI48933453631792501(C)(6)$20,000BUILDING THE CAPACITY TO REPRESENT AND ADVOCATE FOR ADVANCED ENERGY POLICY
RENEWABLE ENERGY ALASKA PROJECT
308 G STREET STE 225ANCHORAGEAK99501260484527501(C)(3)$10,000BUILDING THE CAPACITY TO REPRESENT AND ADVOCATE FOR ADVANCED ENERGY POLICY
SOUTH CAROLINA CLEAN ENERGY BUSINESS ALLIANCE
2519 DEVINE STREETCOLUMBIASC29205453570558501(C)(3)$10,000BUILDING THE CAPACITY TO REPRESENT AND ADVOCATE FOR ADVANCED ENERGY POLICY
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org5TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTEES 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

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GRAHAM RICHARD
PRESIDENT & CEO$382,009$0$0$0$0$0$6,689$0$19,432$0$408,130$0$0$0
ELIZABETH GILCHRIST
SVP/SECRETARY-TREASURER$198,067$0$0$0$0$0$5,942$0$10,460$0$214,469$0$0$0
STEVE CHADIMA
SR. VP, EXTERNAL AFFAIRS$217,123$0$0$0$0$0$6,514$0$11,541$0$235,178$0$0$0
HEATHER O'NEILL
SR. VP, STRATEGIC PARTNERSHIPS$179,557$0$0$0$0$0$5,387$0$5,220$0$190,164$0$0$0
MALCOLM WOOLF
SR. VP, POLICY & GOV'T AFFAIRS$158,858$0$0$0$0$0$4,766$0$14,547$0$178,171$0$0$0
MATT AIELLO
SR. DIR., MARKETING$153,215$0$0$0$0$0$4,596$0$746$0$158,557$0$0$0
LAURA BARTSCH
VP, MEMBERSHIP$151,066$0$0$0$0$0$4,532$0$22,703$0$178,301$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AGRAHAM RICHARD RECEIVES A $4,000 PER MONTH HOUSING ALLOWANCE WHICH IS REFLECTED IN HIS PAYCHECK EACH MONTH.
PART I, LINE 1BCEO'S HOUSING ALLOWANCE IS PART OF HIS EMPLOYMENT CONTRACT WITH THE ORGANIZATION.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CAT 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 15ATHE 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 2016 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 19THE 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.

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