Nonprofit · EIN 80-0373801
ADVANCED ENERGY INSTITUTE
Tax-exempt · WASHINGTON, DC 20006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,625,467 | $13,673,501 | -$5,048,034 | $16,997,435 | $4,298,311 | $12,699,124 |
| December 31, 2023 | 990 | $21,329,832 | $9,764,948 | $11,564,884 | $19,995,175 | $2,355,396 | $17,639,779 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $8,306,701
- Program service revenue
- $0
- Investment income
- $318,766
- Net gain from sales of assets
- -$24,410
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $200,000
- Compensation of officers, directors and key employees
- $650,248
- Other salaries and wages
- $6,555,479
- Salaries, compensation and benefits (total)
- $8,798,544
- Professional fundraising fees
- $0
- Legal fees
- $4,080
- Accounting fees
- $10,263
- Occupancy
- $130,788
- Travel
- $435,385
- Program services (functional)
- $11,797,355
- Management and general (functional)
- $1,256,193
- Fundraising (functional)
- $619,953
Balance sheet and other
- Total assets, start of year
- $19,995,175
- Total assets, end of year
- $16,997,435
- Total liabilities, end of year
- $4,298,311
- Net assets, end of year
- $12,699,124
- Publicly traded securities
- $3,100,625
- Net assets without donor restrictions
- $3,006,347
- Net assets with donor restrictions
- $9,692,777
- Gross receipts
- $12,826,379
- Employees
- 0
- Volunteers
- 50
- Year formed
- 2009
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Heather O'Neill | CEO & President Officer | 16 | $332,892 | $19,452 |
| Ryan Katofsky | Sr. Fellow, Content and Education Highest-paid employee | 38 | $182,270 | $46,174 |
| Caitlin Klein | Managing Director Highest-paid employee | 40 | $176,073 | $31,401 |
| Patricia Demeter | Managing Director Highest-paid employee | 38 | $172,077 | $34,980 |
| Jeremy McDiarmid | General Counsel Officer | 35 | $158,660 | $39,921 |
| Hannah Polikov | Managing Director Highest-paid employee | 31 | $151,414 | $31,246 |
| Harrison Godfrey | Managing Director Highest-paid employee | 36 | $149,540 | $32,347 |
| Allison Ingram | Treasurer Officer | 12 | $79,890 | $19,432 |
| Suedeen Kelly | Director, Chair Trustee or director, Officer | 1 | $0 | $0 |
| Neal Kemkar | Director Trustee or director | 1 | $0 | $0 |
| Hemant Taneja | Director Trustee or director | 1 | $0 | $0 |
| Ted White | Director Trustee or director | 1 | $0 | $0 |
| Robert Kreamer | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Heather O'Neill | President & CEO Officer | 16 | $210,930 | $18,226 |
| Hannah Polikov | Managing Director Highest-paid employee | 28 | $125,758 | $36,033 |
| Amisha Rai | VP of Policy and Advocacy Highest-paid employee | 24 | $120,629 | $25,072 |
| Nathan Willcox | Managing Director Highest-paid employee | 28 | $125,541 | $14,466 |
| James Tolbert | Sr. Director, State Policy Highest-paid employee | 20 | $107,034 | $30,826 |
| Caitlin Marquis | Managing Director Highest-paid employee | 28 | $114,492 | $18,819 |
| Allison Ingram | Treasurer Officer | 16 | $101,586 | $26,086 |
| Robert Kreamer | CEO (Ending 02/23) Officer | 18 | $109,078 | $5,995 |
| Sudeen Kelly | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Hemant Taneja | Director Trustee or director | 1 | $0 | $0 |
| Ted White | Director Trustee or director | 1 | $0 | $0 |
| Matt Rogers | Director Trustee or director | 1 | $0 | $0 |
| Audrey Zibelman | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1801 PENNSYLVANIA AVE NW STE 410, WASHINGTON, DC 20006-3618
- In care of
- % ELIZABETH GILCHRIST
- Principal officer (990 for 2024)
- Heather O'Neill, 1801 Pennsylvania Avenue NW 410, Washington, DC 20006
- Signed the 990
- Allison Ingram, EVP, Finance/Operations
- Phone
- (202) 380-1950
- Return prepared by
- Rogers & Company PLLC
Mission
See Schedule O
Program accomplishments
- 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.Expenses $4,952,409
- 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.Expenses $3,047,096
- 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.Expenses $2,616,294
- 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.Expenses $429,374
- Other programs include: Education and communications.Expenses $752,182 · grants $200,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 80-0373801
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C20)
- Assets (IRS master file)
- $16,997,435
- Income (IRS master file)
- $12,826,379
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,625,467 | $13,673,501 | $16,997,435 | XML |
| 990 | December 2023 | $21,329,832 | $9,764,948 | $19,995,175 | XML |
| 990 | December 2022 | $7,914,899 | $7,249,048 | $9,540,786 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 80-0373801).
Questions about ADVANCED ENERGY INSTITUTE
- What is the EIN of ADVANCED ENERGY INSTITUTE?
- The employer identification number (EIN) of ADVANCED ENERGY INSTITUTE is 80-0373801.
- Is ADVANCED ENERGY INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to ADVANCED ENERGY INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ADVANCED ENERGY INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ADVANCED ENERGY INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ADVANCED ENERGY INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ADVANCED ENERGY INSTITUTE?
- The 990 for the year ended December 31, 2024 names Heather O'Neill.
- Who are the officers and directors of ADVANCED ENERGY INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 13 people; 8 received compensation from the organization, the highest $332,892 (Heather O'Neill, CEO & President).
- How much revenue does ADVANCED ENERGY INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,625,467, expenses of $13,673,501 and total assets of $16,997,435 at year end.
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