2023-08-31T11:01:16-05:00 2022-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-01-01 800373801 Advanced Energy Institute 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 7915130 0 X https://www.aeeinstitute.org/homepage X 2009 DC To raise awareness of the public benefits and opportunities of advanced energy. 5 5 0 50 0 0 7173134 7915047 0 0 37 -148 0 0 7173171 7914899 140500 96225 0 0 3338738 4195584 0 0 364500 2100328 2957239 5579566 7249048 1593605 665851 6391509 9540786 980293 3463719 5411216 6077067 X See Schedule O 0 0 1885998 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. 1769213 Driving technology adoption: U.S. energy policy is primarily determined at the state and local level and Advanced Energy 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, Institute shares technical decisions maker education and engagement: a program to get pro-advanced assistance, communications expertise and state of the art economic and policy analyses of the advanced energy business sector with state and regional partner organizations, policy makers and other interested parties. 1078095 Decisions maker education and engagement: A program to get pro-advanced energy commissioners appointed, educated and empowered to achieve long-term transformation to support the advanced energy industry. 820841 96225 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. 756083 Other programs include: Education and communications and membership 1576924 96225 6310230 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X Allison Ingram 2023801950 1801 Pennsylvania Avenue NW 410 Washington DC 20006 Matt Rogers Chairman 1.00 X 0 0 0 Sudeen Kelly Director 1.00 X 0 0 0 Hemant Taneja Director 1.00 X 0 0 0 Ted White Director 1.00 X 0 0 0 Audrey Zibelman Director 1.00 X 0 0 0 Robert Kreamer CEO 18.00 X 367202 0 29860 Heather O'Neill President 20.00 X 200604 0 21124 Jeffrey Dennis Secretary 18.00 X 80123 0 8684 Allison Ingram Treasurer 16.00 X 109494 0 23662 Hannah Polikov Managing Director 28.00 X 121456 0 22721 Nathan Willcox Managing Director 28.00 X 119552 0 14148 Amisha Rai VP of Policy and Advocacy 24.00 X 116562 0 20013 James Tolbert Sr. Director, State Policy 20.00 X 106919 0 26895 1221912 0 167107 7 0 1 0 Blue State Digital 41 Flatbush Avenue 8th Brooklyn NY 11217 Brand Consulting 242988 Energy Strategies LLC 111 E Broadway Suite 1200 Salt Lake City UT 84111 Digital Ads 142800 Old Town Media 114 Quay Street Alexandria VA 22314 Digital Ads 135000 BattleAxe Digital 1405 Florida Avenue NW Washington DC 20009 Digital Ads 112995 4 7915047 7915047 83 83 231 -231 -231 -231 7914899 0 0 -148 X 96225 96225 840754 723226 48786 68742 2678353 2303948 155416 218989 49898 41705 3221 4972 234919 203940 12769 18210 391660 351437 14707 25516 49070 40030 9040 3335 3335 1682656 1596575 77865 8216 583801 579418 4358 25 34299 8793 24327 1179 140140 94502 34377 11261 106069 76722 22666 6681 255254 105772 148773 709 78497 78247 250 5471 5471 Dues and subscriptions 8300 8300 Recruiting 6000 6000 Licenses and registrati 4347 1390 2957 7249048 6310230 574318 364500 6295416 2280058 2897 7213443 80000 35000 13196 12285 34687 34687 0 0 6391509 9540786 117225 243677 863068 3220042 980293 3463719 X 3225467 3862555 2185749 2214512 5411216 6077067 6391509 9540786 665851 0 X X 0 1 X 1 0 X 4545664 4785722 5175804 7173134 7915047 29595371 4545664 4785722 5175804 7173134 7915047 29595371 4483437 25111934 484 464 273 37 83 1341 29596712 0.84850 0.82690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 7249048 7249048 512452 128113 0 0 373327 378695 428978 512452 1693452 2540178 93332 94674 107245 128113 423364 635046 34687 34687 0 0 Due to affiliates 3220042 3220042 X 8212666 297767 297767 7914899 0 7914899 7546815 297767 297767 7249048 0 7249048 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. 1 Institute for Energy Innovation 115 W Allegan Street 710 Lansing MI 48933 454458585 501(c)(3) 25000 0 General support 1 0 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. 0 0 0 0 0 0 0 0 0 Robert Kreamer CEO 243475 0 123727 0 0 0 20776 0 9084 0 397062 0 0 0 Heather O'Neill President 165504 0 35100 0 0 0 20248 0 876 0 221728 0 0 0 Form 990, Part III, Line 1 The mission of Advanced Energy Institute, Advanced Energy United's charitable and educational affiliate, is to accelerate an equitable transition to 100% clean energy and electrified transportation. The Institute carries out its mission in a number of ways, both directly and through products and services it creates that are made available to the general public through Advanced Energy United. 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 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 15a All salaries, CEO included, are benchmarked against other similar organizations to ensure they are consistent by Advanced Energy United, an affiliated organization. The CEO's salary is determined by the finance committee and the board president of United. 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 1,596,575. Management and general expenses 77,865. Fundraising expenses 8,216. Total expenses 1,682,656. 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.)