2023-08-31T10:29:25-05:00 2022-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-01-01 453859544 Advanced Energy United Inc ADVA 2023801950 1801 Pennsylvania Avenue NW 410 Washington DC 20006 Allison Ingram EVP, Finance and Operations 2023801950 2023-08-28 1 Allison Ingram XXX-XX-XXXX 1 Yong Zhang CPA P01249785 7038930300 2023-08-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X Heather O'Neill 1801 Pennsylvania Avenue NW 410 Washington DC 20006 4809654 0 X www.AdvancedEnergyUnited.org X 2011 DC To transform public policy to enable rapid growth of advanced energy businesses. 11 11 78 50 0 0 5146000 105000 3705477 4336131 8 116742 6081 7075 8857566 4564948 884608 1209456 0 0 3630445 3865734 0 0 0 1495809 1543084 6010862 6618274 2846704 -2053326 6496094 4115790 3296157 2969179 3199937 1146611 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 0 0 1 0 0 0 0 0 1 0 0 1 0 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 3 0 1 78 1 0 0 0 0 1 1 0 0 0 X 11 11 0 0 1 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 Prasanna Venkatesan Chair 1.00 X X 0 0 0 Sarah Webster Director 1.00 X 0 0 0 Nathan Hanson Director 1.00 X 0 0 0 Travis Kavulla Director 1.00 X 0 0 0 Mark Laabs Director 1.00 X 0 0 0 Jeff Bishop Director 1.00 X 0 0 0 Suzanne Leta Director 1.00 X 0 0 0 Brianne Miller Director 1.00 X 0 0 0 Megan Beauregard Director 1.00 X 0 0 0 Davhi Wilson Director 1.00 X 0 0 0 Amy Heart Director 1.00 X 0 0 0 Robert Kreamer CEO 18.00 X 367202 0 29860 Heather O'Neill President 12.00 X 120362 0 12675 Jeff Dennis Secretary, General Counsel 20.00 X 89026 0 9649 Allison Ingram Treasurer, EVP Finance and Operations 20.00 X 136867 0 29578 Dylan Cronin Sales Account Executive 32.00 X 145330 0 11082 Mike Breen Sr. Software Developer 40.00 X 168207 0 12084 Brenda Christopher Lead Product Manager 40.00 X 169206 0 17405 Paige Haskins Full Stack Software Engineer 40.00 X 131701 0 12802 Austin Schurg Full Stack Software Developer 40.00 X 124872 0 13272 1452773 0 148407 8 0 1 0 Clifton Larson Allen PO Box 829709 Ste 300 Philadelphia PA 191829709 Outsourced Accounting 140041 Focus Data Solutions 1020 Princess Street Alexandria VA 22314 Technology Consulting 105948 2 105000 105000 Membership dues 900099 2668747 2668747 Subscription fees 900099 1641423 1641423 Registration fees 900099 17520 17520 Sponsorships 900099 8441 8441 4336131 13 13 361435 244706 116729 116729 116729 Other revenue 900099 7075 7075 7075 4564948 4336131 0 123817 1209456 795219 2403355 51885 224222 391053 49573 159501 452287 101063 38502 356091 94698 116085 47711 1521 86626 34035 License and registratio 3215 Dues and subscriptions 2176 6618274 2647465 36786 75285 479198 1900000 212583 113885 143926 235721 934468 810853 397274 123615 1119561 3126585 6496094 4115790 1437457 1091416 1467045 1877763 391655 0 3296157 2969179 X 226487 289479 2973450 857132 3199937 1146611 6496094 4115790 -2053326 0 X X 0 1 X 1 0 0 0 1 2668747 325903 247096 572999 157456 415543 3670 3670 199793 79849 119944 731005 731004 1 123615 Due from Affiliates 3064099 Deposits 62486 3126585 X 4564948 0 4564948 0 4564948 6618274 0 6618274 0 6618274 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 Advanced Energy Institute 1010 Vermont Ave NW Suite 1050 Washington DC 200054918 800373801 501(c)(3) 801413 0 N/A N/A Program Support Counterspark Inc 1010 Vermont Ave NW Suite 1050 Washington DC 200054918 800373809 501(c)(4) 398145 0 N/A N/A Program Support 1 1 Part I, Line 2: Grantees are required to submit a proposal and budge 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 0 0 0 Robert Kreamer CEO 243475 0 123727 0 0 0 20776 0 9084 0 397062 0 0 0 Brenda Christopher Lead Product Manager 155000 0 14206 0 0 0 10170 0 7235 0 186611 0 0 0 Mike Breen Sr. Software Developer 162790 0 5417 0 0 0 10628 0 1456 0 180291 0 0 0 Allison Ingram Treasurer, EVP Finance and Operation 122500 0 14367 0 0 0 20250 0 9328 0 166445 0 0 0 Dylan Cronin Sales Account Executive 145330 0 0 0 0 0 6009 0 5073 0 156412 0 0 0 Part I, Line 3 CEO's salary is determined by the Finance Committee and Board Chairman and included in his employment contract. The salary was determined based upon consultation with an outside recruiting firm and comparisons to other similar sized organizations. The salary is annually reviewed by the Board Chairman for Advanced Energy United, Inc., Advanced Energy Institute and Counterspark, Inc. Form 990, Part III, line 1 United's mission is transforming public policy to enable rapid growth of advanced energy businesses. We educate, engage, and advocate in more than a dozen states, in wholesale electricity markets, and at the federal level, for executive actions, legislation, and regulations that expand the size and value of markets for advanced energy products and service. We also offer business intelligence products and select business development opportunities to help advanced energy companies grow. Form 990, Part VI, Section A, line 4 The organization's bylaws were amended in FY 22 to reflect the change of the organization's name. 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, CEO included, are benchmarked against other similar organizations to ensure they are consistent. The CEO's salary is determined by the Finance Committee and the board president. The salary is annually reviewed 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.