2024-10-21T13:53:54-05:00 2023-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2023-01-01 800373801 Advanced Energy Institute ADVA 2023801950 1801 Pennsylvania Avenue NW 410 Washington DC 20006 Allison Ingram EVP, Finance/Operations 2023801950 2024-10-16 1 1 Yong Zhang CPA P01249785 7038930300 2024-10-15 2023 2024-10-15 13:58:12Z Heather O'Neill 1801 Pennsylvania Avenue NW 410 Washington DC 20006 21329832 0 X https://www.aeeinstitute.org/homepage X 2009 DC To raise awareness of the public benefits and opportunities of advanced energy. 3 3 0 50 0 0 7915047 21188340 0 0 -148 141492 0 0 7914899 21329832 96225 0 0 0 4195584 6607193 0 0 531546 2957239 3157755 7249048 9764948 665851 11564884 9540786 19995175 3463719 2355396 6077067 17639779 X None 0 0 3295311 Driving technology adoption: U.S. energy policy is primarily determined at the state and local level and Advanced Energy Institute ("Institute") carries out its mission by providing a platform for the discussion of advanced energy issues and the development of policy frameworks for use by a range of state and regional stakeholders across various states. In articulating the public benefits of advanced energy, the Institute shares communications expertise and policy analyses of the advanced energy business sector with state and regional partner organizations, policy makers and other interested parties. 2476579 Expanding Wholesale Markets: This initiative seeks to eliminate barriers to the participation of advanced energy technologies in competitive wholesale markets. This work includes, but is not limited to, reforming legal independent system operator and regional transmission organization (ISO/RTO) market rules and operating practices that restrict or limit the ability of advanced energy technologies to participate in the markets, pursuing new market designs that better accomodate and take advantage of the unique physical and operational characteristics of advanced energy technologies, and opposing market rule proposals that would unfairly disadvantage advanced energy technologies or give undue preference to incumbent technologies. 906139 Decision maker education and engagement: The Institute works to help state regulators, state energy office officials, and candidates for governor and legislature better understand advanced energy products, services, and business models. Through engagement, business roundtables, and educational forums, the Institute educates candidates, commissioners, energy office officials, and staff members about the benefits advanced energy technologies and services can provide to customers and the electric power system and helps to solve the challenges in obtaining these benefits. 686382 Electrifying transportation: This initiative is designed to accelerate the electrification of transportation across the country. This program works to speed the adoption of electric vehicles (EVS), charging infrastructure, and supportive technologies/services through a targeted strategy focused on key states. The specific policies pursued include, but are not limited to, those that reduce the upfront price of the vehicle, accelerate charging infrastructure deployment, modernize utility regulations to integrate EVS, and address the specific challenges facing medium- and heavy-duty vehicles. 726739 Other programs include: Education and communications. 1413121 8091150 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 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 Sudeen Kelly Chair 1.00 X X 0 0 0 Hemant Taneja Director 1.00 X 0 0 0 Ted White Director 1.00 X 0 0 0 Matt Rogers Director 1.00 X 0 0 0 Audrey Zibelman Director 1.00 X 0 0 0 Robert Kreamer CEO (Ending 02/23) 18.00 X 109078 0 5995 Heather O'Neill President & CEO 16.00 X 210930 0 18226 Allison Ingram Treasurer 16.00 X 101586 0 26086 Hannah Polikov Managing Director 28.00 X 125758 0 36033 Nathan Willcox Managing Director 28.00 X 125541 0 14466 Amisha Rai VP of Policy and Advocacy 24.00 X 120629 0 25072 Caitlin Marquis Managing Director 28.00 X 114492 0 18819 James Tolbert Sr. Director, State Policy 20.00 X 107034 0 30826 1015048 0 175523 10 0 1 0 Strategen Consulting Inc 10265 Rockingham Dr Ste 100-4061 Sacramento CA 95827 Consulting 260706 BattleAxe Digital 1405 Florida Ave NW Washington DC 20009 Digital Ads 232000 Be Clear LLC 2255 Sheridan Blvd Unit C 106 Edgewater CO 80214 Communications 157925 Nexstar Media Inc 5000 Riverside Dr Ste 200 West Bldg Irving TX 75039 Digital Ads 115000 4 21188340 2503220 21188340 141492 141492 21329832 0 0 141492 X 471901 382133 54862 34906 5090794 4122394 591832 376568 113681 93273 10675 9733 401626 328223 43257 30146 529191 444592 48564 36035 6112 31 6081 3300 3300 267 267 1475701 1439451 36250 533337 530869 2468 82128 46681 31002 4445 252995 160247 78386 14362 98133 62227 29887 6019 286286 166873 109095 10318 186904 140574 37316 9014 Sponsorship 170807 120807 50000 Dues and subscriptions 53200 52775 425 Licenses and registrati 8336 8336 Recruiting 249 249 9764948 8091150 1142252 531546 2280058 5645498 7213443 6237290 35000 7100000 12285 12402 34687 34687 0 0 999985 9540786 19995175 243677 264048 3220042 2091348 3463719 2355396 X 3862555 2569045 2214512 15070734 6077067 17639779 9540786 19995175 11564884 -2172 0 X X 0 1 X 1 0 X 4785722 5175804 7173134 7915047 21188340 46238047 4785722 5175804 7173134 7915047 21188340 46238047 7996960 38241087 464 273 37 83 141492 142349 46380396 0.82450 0.84850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 9764948 9764948 638247 159562 0 0 378695 428978 512452 638247 1958372 2937558 94674 107245 128113 159562 489594 734391 34687 34687 0 0 Due to affiliates 2091348 2091348 X 21492215 -2172 164822 162650 21329565 267 267 21329832 9929503 164822 164822 9764681 267 267 9764948 Part X, Line 2: The Institute is exempt from federal income taxes under IRC Section 501(c)(3) and is classified as other than a private foundation under IRC Section 501(a)(1). Accordingly, no provision for income taxes has been made in the accompanying combined financial statements. X X X X 0 0 0 0 0 0 0 0 0 Heather O'Neill President & CEO 83250 0 127680 0 0 0 17400 0 826 0 229156 0 0 0 Hannah Polikov Managing Director 115258 0 10500 0 0 0 14528 0 21505 0 161791 0 0 0 X 1 2503220 FMV 0 1 0 Form 990, Part VI, Section B, line 11b The 990's 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 IX, line 11g Consulting fees: Program service expenses 1,439,451. Management and general expenses 36,250. Fundraising expenses 0. Total expenses 1,475,701. Form 990, Part XII, line 2c The organization's oversight process of audit has been consistent with prior years. Form 990, Parts V/VII and Schedule J The organization does not issue W2s under its own EIN. Employees reported on Part VII and Schedule J of Form 990 received their W2s from Advanced Energy United, Inc. (FKA: Advanced Energy Economy Inc.)