2024-10-25T14:17:56-05:00 2023-12-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2023-01-01 760149778 INSTITUTE FOR ENERGY RESEARCH INST 2026212950 1155 15TH STREET NW 525 WASHINGTON DC 20005 THOMAS J PYLE PRESIDENT 2026212950 2024-10-24 1 0 JENNIFER S HAN P00633304 2022937000 2024-10-24 2023 2024-10-15 13:58:12Z THOMAS J PYLE 1155 15TH STREET NW 525 WASHINGTON DC 20005 2295957 0 X WWW.INSTITUTEFORENERGYRESEARCH.ORG X 1989 TX THE INSTITUTE FOR ENERGY RESEARCH (IER) IS A NOT-FOR-PROFIT ORGANIZATION THAT CONDUCTS INTENSIVE RESEARCH AND ANALYSIS ON THE FUNCTIONS, OPERATIONS, AND GOVERNMENT REGULATION OF GLOBAL ENERGY MARKETS. IER MAINTAINS THAT FREELY FUNCTIONING ENERGY MARKETS PROVIDE THE MOST EFFICIENT AND EFFECTIVE SOLUTIONS TO TODAY'S GLOBAL ENERGY AND ENVIRONMENTAL CHALLENGES AND, AS SUCH, ARE CRITICAL TO THE WELL-BEING OF INDIVIDUALS AND SOCIETY. 5 5 10 5 0 0 2263726 2234757 788 806 424 11620 39944 48774 2304882 2295957 0 175000 0 0 858866 1093781 0 0 231621 1135748 1092663 1994614 2361444 310268 -65487 2739548 2520638 633086 479589 2106462 2041049 X THE INSTITUTE FOR ENERGY RESEARCH (IER) IS A NOT-FOR-PROFIT ORGANIZATION THAT CONDUCTS INTENSIVE RESEARCH AND ANALYSIS ON THE FUNCTIONS, OPERATIONS, AND GOVERNMENT REGULATION OF GLOBAL ENERGY MARKETS. IER MAINTAINS THAT FREELY FUNCTIONING ENERGY MARKETS PROVIDE THE MOST EFFICIENT AND EFFECTIVE SOLUTIONS TO TODAY'S GLOBAL ENERGY AND ENVIRONMENTAL CHALLENGES AND, AS SUCH, ARE CRITICAL TO THE WELL-BEING OF INDIVIDUALS AND SOCIETY. 0 0 1444953 175000 PUBLIC EDUCATION: IER TURNS RESEARCH INTO EDUCATIONAL MATERIALS. IER'S COMMUNICATION AND EDUCATION EFFORTS ARE DISSEMINATED EMPLOYING BOTH TRADITIONAL AND NEW MEDIA TO EDUCATE POLICY MAKERS, THE MEDIA, THE GENERAL PUBLIC, AND OTHER CONSTITUENCIES ON ENERGY ISSUES AND SOUND ENERGY AND ENVIRONMENTAL POLICY. 413855 806 RESEARCH: IER CONDUCTS INTENSIVE, ORIGINAL RESEARCH AND ANALYSIS ON THE FUNCTIONS, OPERATIONS, AND GOVERNMENT REGULATION OF GLOBAL ENERGY MARKETS. IER HAS EARNED A SOLID REPUTATION AS A PREMIER SOURCE OF ACCURATE, SUBSTANTIVE AND TIMELY ENERGY INFORMATION FOR POLICY MAKERS, THE MEDIA, AND PUBLIC. IER'S SCHOLARLY RESEARCH PROVIDES THE INTELLECTUAL UNDERPINNINGS FOR OUR EDUCATIONAL EFFORTS. THIS YEAR WE FOCUSED ON IMPEDIMENTS TO DOMESTIC ENERGY PRODUCTION, INCLUDING GOVERNMENT RESTRICTIONS ON ACCESS, BURDENSOME REGULATIONS, AND THE FAVORITISM OF ENERGY SOURCES THAT ARE UNSUSTAINABLE IN THE MARKETPLACE. 1858808 1 1 0 1 0 0 0 0 0 0 1 0 0 1 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 1 1 1 1 0 1 20 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CO CT FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NC ND OH OK OR PA RI SC TN UT VA WA WV WI X LISA WALLACE 2026212950 1155 15TH STREET NW SUITE 525 WASHINGTON DC 20005 PRESTON MARSHALL DIRECTOR/CHAIRMAN 1.00 X X 0 0 0 JAMES H CLARKSON DIRECTOR 1.00 1.00 X 0 0 0 WAYNE GABLE DIRECTOR 1.00 1.00 X 0 0 0 STEVEN F HAYWARD DIRECTOR 1.00 X 0 0 0 TRENT SEBITS DIRECTOR 1.00 X 0 0 0 ROBERT L BRADLEY JR CHIEF EXECUTIVE OFFICER/FOUNDER 47.00 3.00 X 169529 10821 20638 THOMAS J PYLE PRESIDENT 23.00 27.00 X 185045 217227 25923 LISA WALLACE SENIOR VP/SEC/TREASURER 25.00 25.00 X 123346 123346 21440 DUSTIN DEBERRY VP DEVELOPMENT 25.00 25.00 X 51685 51685 9286 529605 403079 77287 3 0 1 0 0 2234757 2234757 PUBLICATIONS 513190 806 806 806 11620 11620 41100 0 41100 41100 41100 USE OF AEA FACILITIES 900002 7674 7674 7674 2295957 806 0 60394 X 175000 175000 535307 467730 29640 37937 452916 342661 87544 22711 16437 12421 2424 1592 33972 26336 5541 2095 55149 44986 6807 3356 9773 9773 80398 80398 523385 497750 11178 14457 55256 54739 517 22867 17804 3771 1292 16228 8639 794 6795 108965 89352 13075 6538 38954 33420 5534 1600 1600 14489 11881 1739 869 35324 28966 4239 2119 PRINTING 92613 3587 33 88993 BOOKS/SUBSCRIPTIONS 37742 33623 1314 2805 POSTAGE, SHIPPING & DEL 32787 3108 455 29224 LICENSES/REGISTRATIONS 11257 3500 513 7244 11025 1705 6243 3077 2361444 1858808 271015 231621 111697 86723 1756080 1672012 4170 21011 3101 3101 44435 34038 246931 207562 49211 39369 770854 664384 2739548 2520638 147505 129295 485581 350294 633086 479589 X 2098712 1966049 7750 75000 2106462 2041049 2739548 2520638 -65487 74 0 X X 0 1 X 1 0 X 1644951 1168447 1138991 2263726 2234757 8450872 1644951 1168447 1138991 2263726 2234757 8450872 3188775 5262097 31981 33923 41044 40368 60394 207710 1202 21842 19357 42401 8700983 5665 0.60480 0.58470 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 1,202. 2020 AMOUNT: $ 21,842. 2021 AMOUNT: $ 19,357. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 2361444 2361444 268072 67018 0 0 218627 211955 249698 268072 948352 1422528 54657 52989 62425 67018 237089 355634 10891 5827 5064 162385 128080 34305 73655 73655 0 39369 DEPOSITS 40005 DUE FROM AEA 307372 RIGHT-OF-USE ASSETS- OPERATING 317007 664384 OPERATING LEASE LIABILITY 344794 LEASE SECURITY DEPOSIT 5500 350294 X PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) HAS RELEASED FASB ASC 740-10, INCOME TAXES, WHICH PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES. FOR THE YEAR ENDED DECEMBER 31, 2023, IER HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10 AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE GENERALLY FOR THREE YEARS AFTER IT IS FILED. TAX YEARS ENDING DECEMBER 31, 2022, 2021 AND 2020 REMAIN OPEN WITH BOTH FEDERAL AND STATE TAXING AUTHORITIES. 1 THE CENTER FOR ENVIRONMENTAL ACCOUNTABILITY 729 GRAPEVINE HWY PMB 2019 HURST TX 76054 883139297 501(C)(3) 175000 0 PROGRAM AND SUPPORTING SERVICES. 1 0 PART I, LINE 2: IER 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. X X X X 0 0 0 0 0 0 0 0 0 THOMAS J PYLE PRESIDENT 185045 217227 0 0 0 0 5244 6156 14523 0 204812 223383 0 0 LISA WALLACE SENIOR VP/SEC/TREASURER 123346 123346 0 0 0 0 4014 4014 13412 0 140772 127360 0 0 ROBERT L BRADLEY JR CHIEF EXECUTIVE OFFICER/FOUNDER 169529 10821 0 0 0 0 6956 444 13238 0 189723 11265 0 0 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 FEDERAL FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM AND IS REVIEWED AND APPROVED BY MANAGEMENT FOR ACCURACY. THE FEDERAL FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS OF IER PRIOR TO FILING. THE FEDERAL FORM 990 IS REVIEWED AND SIGNED BY THE PRESIDENT FOR FILING BY THE DEADLINE. 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 BELIEVES 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 FORTH 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 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. FORM 990, PART VI, SECTION C, LINE 19 IER, UPON REQUEST, MAKES AVAILABLE TO THE PUBLIC ITS FORM 990 AND ALL OTHER DOCUMENTS REQUIRED BY LAW. FINANCIAL STATEMENTS AND ANY POLICY DOCUMENTS ARE PROVIDED TO INTERESTED PARTIES, SUCH AS FUNDERS, UPON REQUEST. THE BOARD 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 201,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 8,457. TOTAL EXPENSES 209,457. PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,745. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,745. CONSULTANT FEES: PROGRAM SERVICE EXPENSES 296,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 6,000. TOTAL EXPENSES 302,750. BENEFIT PLAN ADMIN: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,433. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,433. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN ENERGY ALLIANCE 1155 15TH STREET NW SUITE 525 WASHINGTON DC 20005 262731617 EDUCATIONAL ADVOCACY DC 501(C)(4) N/A INSTITUTE FOR ENERGY RESEARCH 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 AMERICAN ENERGY ALLICANCE N 103526 AMERICAN ENERGY ALLICANCE O 434623 AMERICAN ENERGY ALLICANCE Q 510477