2023-09-22T14:51:43-05:00 2022-12-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2022-01-01 262731617 AMERICAN ENERGY ALLIANCE AMER 2026212940 1155 15TH STREET NW 525 WASHINGTON DC 20005 THOMAS J PYLE PRESIDENT 2026212940 2023-09-21 1 THOMAS PYLE 999009999 0 JENNIFER S HAN P00633304 2022937000 2023-09-21 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS J PYLE 1155 15TH STREET NW 525 WASHINGTON DC 20005 3304802 0 X WWW.AMERICANENERGYALLIANCE.COM X 2008 DC AEA IS AN EDUCATIONAL ADVOCACY AND GRASSROOTS ORGANIZATION. AEA IS A RELATED ORGANIZATION OF IER. X 4 3 9 4 0 0 1910641 3299090 0 0 71 71 2105 5641 1912817 3304802 0 752000 0 0 800919 623248 0 0 291042 1377439 2249377 2178358 3624625 -265541 -319823 1295350 887792 468451 380716 826899 507076 X AMERICAN ENERGY ALLIANCE (AEA) IS AN EDUCATIONAL ADVOCACY AND GRASSROOTS ORGANIZATION. AEA IS RELATED TO THE INSTITUTE FOR ENERGY RESEARCH (IER). AEA'S MISSION IS TO ENLIST, EDUCATE, AND EMPOWER ENERGY CONSUMERS TO ENCOURAGE POLICYMAKERS TO SUPPORT POLICIES THAT LEAD TO ABUNDANT, AFFORDABLE, AND RELIABLE ENERGY. 0 0 1438972 752000 PUBLIC EDUCATION: AEA'S PUBLIC EDUCATION TAKES PLACE AT BOTH THE STATE AND NATIONAL LEVEL. THIS PROGRAM IS DESIGNED TO FOSTER A BETTER UNDERSTANDING OF ENERGY AND ENVIRONMENTAL ISSUES. 1264906 ADVOCACY: AEA'S LEGISLATIVE AND PUBLIC POLICY ADVOCACY TAKE PLACE AT BOTH THE STATE AND NATIONAL LEVEL. AEA'S ADVOCACY EFFORTS ARE DESIGNED TO EDUCATE AND ENGAGE CITIZENS IN UNDERSTANDING AND PROMOTING OUR NATION'S MOST CRITICAL ENERGY AND ENVIRONMENTAL POLICY CHALLENGES. THROUGH A DEEPER UNDERSTANDING OF ENERGY AND ENVIRONMENTAL ISSUES, OUR NATION'S CITIZENS WILL BE ABLE TO EFFECTIVELY PARTICIPATE IN THE POLICY-MAKING PROCESS AT THE STATE AND NATIONAL LEVEL. AEA IS A NON-PARTISAN ISSUE ORGANIZATION THAT SUPPORTS AFFORDABLE, ABUNDANT, AND RELIABLE ENERGY FOR AMERICA'S CONSUMERS AND BUSINESSES. 162361 RESEARCH: AEA CONDUCTS RESEARCH ON ENERGY AND ENVIRONMENTAL POLICY AND DEVELOPS POLICY POSITIONS FOR THE PURPOSES OF EDUCATING POLICY MAKERS, CITIZENS, THE MEDIA AND OTHER CONSTITUENCIES. 2866239 0 1 0 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 1 0 1 0 0 1 12 0 1 9 1 0 0 0 0 1 1 0 0 0 0 0 X 4 3 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS MO NV NH NJ NM NC ND OH OK OR PA RI SC TN UT VA WA WV WI X LISA WALLACE 2026212940 1155 15TH STREET NW SUITE 525 WASHINGTON DC 20005 THOMAS J PYLE PRESIDENT 27.00 23.00 X X 206547 167293 36286 WAYNE GABLE DIRECTOR/CHAIRMAN 1.00 1.00 X X 0 0 0 JAMES H CLARKSON DIRECTOR 1.00 1.00 X 0 0 0 PHIL KERPEN DIRECTOR 1.00 0.00 X 0 0 0 JOHN PETERSON DIRECTOR (UNTIL 04/2022) 1.00 0.00 X 0 0 0 ROBERT L BRADLEY JR CHIEF EXECUTIVE OFFICER/FOUNDER 3.00 47.00 X 9372 161028 17899 LISA WALLACE SENIOR VP/SEC/TREASURER 25.00 25.00 X 115630 129090 31664 331549 457411 85849 2 0 1 0 PLANET DIRECT MAIL 11050 CHALLENGER COURT MANASSAS VA 22109 DIRECT MAIL SERVICE 517837 TOD STEWARD 10503 GODWIN DRIVE MANASSAS VA 20112 CONSULTING 110029 2 3299090 3299090 71 71 LIST RENTAL INCOME 900099 5641 5641 5641 3304802 0 0 5712 X 752000 752000 367542 289752 29599 48191 194044 137172 51854 5018 11919 9015 2230 674 16488 12116 4244 128 33255 25255 4956 3044 15650 15650 49243 49243 523202 450583 36906 35713 97622 97622 25537 21072 3055 1410 9018 9018 76386 53537 16861 5988 3941 3941 1100 1100 34985 34985 PRINTING/MAILING 1301961 938025 204736 159200 LIST RENTAL 77167 51689 9871 15607 BANK FEES 20194 13527 2583 4084 LICENSES/REGISTRATIONS 12154 415 11739 1217 815 156 246 3624625 2866239 467344 291042 562580 151912 707561 706972 1816 2935 23393 25973 100280 100280 0 0 1295350 887792 126897 101016 341554 279700 468451 380716 X 826899 507076 826899 507076 1295350 887792 -319823 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100280 100280 0 0 DUE TO IER 279700 279700 X PART X, LINE 2: AEA FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740-10, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT IS AEA'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. AEA PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2022 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH AEA FILES TAX RETURNS. 1 CLUB FOR GROWTH 2001 L STREET NW SUITE 600 WASHINGTON DC 20036 204681603 501(C)(4) 752000 0 PROGRAM AND SUPPORTING SERVICES. 0 1 PART I, LINE 2: AEA MONITORS THE USE OF GRANT FUNDS THROUGH PERSONAL CONTACT, GRANTEE REPORTING, AND OTHER METHODS TO ENSURE THAT THE FUNDS ARE BEING USED IN ACCORDANCE WITH THE GRANT AGREEMENT AND IN FURTHERANCE OF THE MISSION OF THE ORGANIZATION. 0 0 0 0 0 0 0 0 0 THOMAS J PYLE PRESIDENT 206547 167293 0 0 0 0 3978 3222 16070 13016 226595 183531 0 0 LISA WALLACE SENIOR VP/SEC/TREASURER 115630 129090 0 0 0 0 3402 3798 11559 12905 130591 145793 0 0 ROBERT L BRADLEY JR CHIEF EXECUTIVE OFFICER/FOUNDER 9372 161028 0 0 0 0 253 4347 731 12568 10356 177943 0 0 PART I, LINE 3 AEA SHARES STAFF, FACILITIES AND OTHER EXPENSES WITH THE INSTITUTE FOR ENERGY RESEARCH (IER), A RELATED 501(C)(3) ORGANIZATION. IER SERVES AS THE COMMON PAYMASTER AND ALL EMPLOYEES ARE EMPLOYEES OF IER INCLUDING INDIVIDUALS REQUIRED TO BE LISTED ON SCHEDULE J. AEA REPORTS ITS ALLOCABLE SHARE OF SALARIES, PAYROLL TAXES, AND BENEFITS, AS REQUIRED, IN THE FORM 990 AND RELATED SCHEDULES. THE PROCESS USED BY IER TO DETERMINE THE COMPENSATION OF THE PRESIDENT IS BASED UPON COMPARABLE SALARIES FOR EXECUTIVES WITH SIMILAR EXPERIENCE AND RESPONSIBILITIES IN THE NONPROFIT SECTOR AND IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE REPORTS TO THE BOARD OF DIRECTORS ALL OF ITS ACTIONS SINCE THE LAST BOARD MEETING. DELIBERATION AND APPROVAL OF THE SALARY IS MADE DURING AN EXECUTIVE SESSION AND INSTRUCTIONS AS TO THE SALARY LEVEL OF THE PRESIDENT ARE MADE IN WRITING BY A MEMBER OF THE EXECUTIVE COMMITTEE TO MANAGEMENT. SALARIES FOR TOP MANAGEMENT ARE ALSO BASED ON COMPARABLE SALARIES OF SENIOR LEVEL MANAGERS IN THE NONPROFIT SECTOR USING FORM 990'S FROM COMPARABLE ORGANIZATIONS AS WELL AS PUBLISHED SALARY SURVEYS. THE RECOMMENDED SALARIES ARE PROPOSED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR THEIR APPROVAL. COPIES OF THE SALARY INFORMATION USED IN DETERMINING THE SALARY LEVELS ABOVE AND DOCUMENTS NOTING THE APPROVED SALARIES ARE MAINTAINED AT THE CORPORATE HEADQUARTERS OF IER. EXPENDITURE OF ASSETS FOR EXEMPT PURPOSE 2022-12-31 2866239 COST 0 0 0 0 PART II, LINE 1 AEA INCURRED SIGNIFICANT COSTS IN MEETING ITS EXEMPT PURPOSES. THESE EXPENDITURES RESULTED IN A GREATER THAN 25% DECREASE IN AEA'S NET ASSETS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE AMERICAN ENERGY ALLIANCE IS APPOINTED BY THE INSTITUTE FOR ENERGY RESEARCH, A RELATED 501(C)(3) ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT CAN ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM AND IS REVIEWED BY MANAGEMENT FOR ACCURACY. THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS OF AEA PRIOR TO FILING. THE FORM 990 IS REVIEWED AND SIGNED BY THE PRESIDENT AND FILED. FORM 990, PART VI, SECTION B, LINE 12C AS A GENERAL RULE, THE ORGANIZATION DOES NOT ENTER INTO BUSINESS TRANSACTIONS WITH MEMBERS OF THE BOARD OF DIRECTORS AND REVIEWS ALL TRANSACTIONS FOR POTENTIAL CONFLICTS OF INTEREST. IF MANAGEMENT OR THE BOARD OF DIRECTORS BELIEVE A CONFLICT OF INTEREST EXISTS, THE CONFLICT OF INTEREST POLICY PROVIDES FOR SPECIFIC PROCEDURES TO ADDRESS THE CONFLICT. INDIVIDUALS COVERED UNDER THIS POLICY INCLUDE OFFICERS, DIRECTORS AND A MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS. CONFLICTS WHICH MUST BE REPORTED INCLUDE TRANSACTIONS WITH THESE INDIVIDUALS, MEMBERS OF THEIR FAMILY, ENTITIES IN WHICH THEY HAVE AN INVESTMENT IN OR RECEIVE COMPENSATION FROM, AND ANY RELATIONSHIPS IN WHICH THE BOARD OF DIRECTORS, IN ITS SOLE DISCRETION, BELIEVES MAY OR DOES CREATE A CONFLICT OF INTEREST. THE POLICY SETS FORCE A REQUIREMENT TO DISCLOSE THESE CONFLICTS. THE GOVERNING BOARD MAKES ALL DECISIONS REGARDING THE DETERMINATION THAT A CONFLICT IN FACT EXISTS AND IN THE DETERMINATION OF THE APPROPRIATE COURSE OF ACTION TO RESOLVE THE CONFLICT. THE PARTY WITH THE POTENTIAL CONFLICT MAY PRESENT HIS OR HER CASE TO THE BOARD OF DIRECTORS, BUT MAY NOT BE INVOLVED IN THE DELIBERATION AND FINAL VOTE OR ACTION OF THE BOARD OF DIRECTORS. EMPLOYEES ARE ALSO SUBJECT TO A CONFLICT OF INTEREST POLICY CONTAINED IN THE EMPLOYEE MANUAL. SIMILAR TO THE PROCESS DESCRIBED ABOVE, THE GOVERNING BOARD AND/OR PRESIDENT MAKE ALL DECISIONS REGARDING THE DETERMINATION THAT A CONFLICT IN FACT EXISTS AND THE BOARD OF DIRECTORS DETERMINES THE APPROPRIATE COURSE OF ACTION TO RESOLVE THE CONFLICT. THE PARTY WITH THE POTENTIAL CONFLICT MAY PRESENT HIS OR HER CASE TO THE PRESIDENT AND/OR BOARD OF DIRECTORS, BUT MAY NOT BE INVOLVED IN THE DELIBERATION AND FINAL VOTE OR ACTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT AND TOP MANAGEMENT IS DETERMINED BY THEIR EMPLOYER, IER, AND THE PRESIDENT'S AND TOP MANAGEMENT'S SALARY IS ALLOCATED TO THE ORGANIZATION BASED ON TIME AND ATTENDANCE RECORDS. THE PROCESS USED BY IER TO DETERMINE THE COMPENSATION OF THE PRESIDENT IS BASED UPON COMPARABLE SALARIES FOR EXECUTIVES WITH SIMILAR EXPERIENCE AND RESPONSIBILITIES IN THE NONPROFIT SECTOR AND IS APPROVED BY THE EXECUTIVE COMMITTEE OF BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE REPORTS TO THE BOARD OF DIRECTORS AT THE NEXT BOARD MEETING, ALL OF ITS ACTIONS SINCE THE LAST BOARD MEETING. DELIBERATION AND APPROVAL OF THE SALARY IS MADE DURING AN EXECUTIVE SESSION AND INSTRUCTIONS AS TO THE SALARY LEVEL OF THE PRESIDENT ARE MADE IN WRITING BY A MEMBER OF THE EXECUTIVE COMMITTEE TO MANAGEMENT. SALARIES FOR TOP MANAGEMENT ARE ALSO BASED ON COMPARABLE SALARIES OF SENIOR LEVEL MANAGERS IN THE NONPROFIT SECTOR USING FORM 990'S FROM COMPARABLE ORGANIZATIONS AS WELL AS PUBLISHED SALARY REPORTS. THE RECOMMENDED SALARIES ARE PROPOSED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR THEIR APPROVAL. COPIES OF THE SALARY INFORMATION USED IN DETERMINING THE SALARY LEVELS ABOVE AND DOCUMENTS NOTING THE APPROVED SALARIES ARE MAINTAINED AT THE CORPORATE HEADQUARTERS OF IER. FORM 990, PART VI, SECTION C, LINE 19 AEA, UPON REQUEST, MAKES AVAILABLE ITS FORM 990 AND ALL OTHER DOCUMENTS REQUIRED BY LAW TO BE MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS AND ANY POLICY DOCUMENTS ARE PROVIDED TO THE INTERESTED PARTIES, SUCH AS FUNDERS, UPON REQUEST. THE BOARD OF DIRECTORS RESERVES THE RIGHT TO EVALUATE THE NECESSITY OF EACH SUCH REQUEST FOR FINANCIAL STATEMENTS AND POLICY DOCUMENTS AND TO DETERMINE, IN ITS SOLE DISCRETION, WHETHER TO RELEASE THESE DOCUMENTS TO AN OUTSIDE PARTY. FORM 990, PART IX, LINE 11G RESEARCH/WRITING: PROGRAM SERVICE EXPENSES 324,675. MANAGEMENT AND GENERAL EXPENSES 26,593. FUNDRAISING EXPENSES 25,733. TOTAL EXPENSES 377,001. CONSULTANT FEES: PROGRAM SERVICE EXPENSES 125,908. MANAGEMENT AND GENERAL EXPENSES 10,313. FUNDRAISING EXPENSES 9,980. TOTAL EXPENSES 146,201. INSTITUTE FOR ENERGY RESEARCH 1155 15TH STREET NW SUITE 525 WASHINGTON DC 20005 760149778 EDUCATIONAL TX 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0