2025-11-14T12:23:47-06:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-02-01 991179680 AMERICAN JOBS AND ENERGY SECURITY FUND AMER 3022606372 8 THE GREEN STE 18079 DOVER DE 19901 ERIC HEITZ PRESIDENT & BOARD CHAIR 3022606372 2025-11-14 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2024 2025-03-06 01:10:19Z X ERIC HEITZ 8 THE GREEN STE 18079 DOVER DE 19901 2004000 0 X N/A X 2024 DE SEE PART III, LINE 1. 3 2 0 0 0 0 2004000 0 0 0 2004000 1315000 0 0 0 8937 139627 1454627 549373 549373 0 549373 DEDICATED TO ACCELERATE THE BUILDOUT OF CLEAN ENERGY ACROSS AMERICA, CREATING GOOD JOBS, LOCAL ECONOMIC GROWTH AND ENERGY SECURITY. 0 0 1409562 1315000 THE AMERICAN JOBS AND ENERGY SECURITY FUND MAKES GRANTS TO ACCELERATE THE BUILDOUT OF CLEAN ENERGY ACROSS AMERICA, CREATING GOOD JOBS, LOCAL ECONOMIC GROWTH, AND ENERGY SECURITY. 1409562 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 1 1 0 0 0 X 3 2 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ELINOR LITWACK 3019519090 4550 N MONTGOMERY AVE SUITE 800N BETHESDA MD 20814 X ERIC HEITZ PRESIDENT & BOARD-CHAIR (SEE SCH L) 10.00 X X 0 0 0 PHIL SHARP BOARD MEMBER 1.00 X 0 0 0 RACHEL CONNER BOARD MEMBER 1.00 X 0 0 0 MICHAEL MORTHLAND TREASURER 1.00 X 0 0 0 SAMANTHA RUSSO SECRETARY 10.00 X 0 0 0 0 0 0 0 0 0 0 0 2004000 2004000 2004000 0 0 0 1315000 1315000 59211 20502 29772 8937 2605 2605 74000 74000 337 337 3411 3411 OTHER EXPENSES 63 60 3 1454627 1409562 36128 8937 548627 746 0 549373 0 0 X 549373 0 549373 0 549373 549373 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 578221 0 63221 515000 578221 0 MONTANA RATEPAYERS ASSOCIATION PO BOX 232 MISSOULA MT 59806 994645522 515000 PART I-A, LINE 1: DIRECT POLITICAL CAMPAIGNS: SUPPORT INDEPENDENT EXPENDITURE AND PACS AS ALLOWED BY IRS RULES AND FEDERAL, STATE AND LOCAL CAMPAIGN RULES FORM 990, SCHEDULE C, PART I-C, LINE 4 THERE IS NO INVESTMENT INCOME, THEREFORE NO 1120-POL REQUIRED. 1 MONTANA RATEPAYERS ASSOCIATION PO BOX 232 MISSOULA MT 59806 994645522 527 515000 0 ACCELERATE THE LOCAL ECONOMIC BENEFITS & NEW JOBS FROM CLEAN ENERGY BUILDOUT CONSERVATIVES FOR A CLEAN ENERGY FUTURE 106 W ALLEGAN ST STE 200 LANSING MI 48933 825201195 501(C)(4) 450000 0 ACCELERATE THE LOCAL ECONOMIC BENEFITS & NEW JOBS FROM CLEAN ENERGY BUILDOUT GEORGIA CONSERVATION VOTERS EDUCATION FUND 830 GLENWOOD AVENUE SOUTHEAST STE 510-348 ATLANTA GA 30316 582559965 501(C)(3) 200000 0 NON-POLITICAL CONTRIBUTION; FOR EDUCATION & ANALYSIS TO SUPPORT CLEAN ENERGY NEBRASKA CONSERVATION VOTERS 206 S 13TH STREET SUITE 703 LINCOLN NE 68508 030402828 501(C)(4) 100000 0 NON-POLITICAL CONTRIBUTION; FOR EDUCATION & ANALYSIS TO SUPPORT CLEAN ENERGY ARIZONANS FOR A CLEAN ECONOMY 1108 E GEORGIA AVE PHOENIX AZ 85014 923664411 501(C)(4) 50000 0 ACCELERATE THE LOCAL ECONOMIC BENEFITS & NEW JOBS FROM CLEAN ENERGY BUILDOUT 2 3 PART I, LINE 2: DIRECT POLITICAL CAMPAIGNS: SUPPORT TO INDEPENDENT EXPENDITURE AND PACS AS ALLOWED BY IRS RULES AND FEDERAL, STATE, & LOCAL CAMPAIGN RULES. INDIRECT POLITICAL CAMPAIGNS: VOTER ISSUE EDUCATION AS ALLOWED BY IRS RULES AND FEDERAL, STATE, & LOCAL CAMPAIGN FINANCE RULES. DOWN BALLOT CLIMATE PARTNERS SEE PART V 59211 CONSULTING AGREEMENT PAYMENTS 0 FORM 990, SCHEDULE L, PART IV THE TRANSACTION BETWEEN AMERICAN JOBS & ENERGY SECURITY FUND AND DOWN BALLOT CLIMATE PARTNERS WAS AT FMV. THE ORGANIZATION USED COMPARABLE DATA WHEN DETERMINING THE AGREEMENT. FORM 990, SCHEDULE L, PART IV, LINE 1 (A) NAME OF PERSON: DOWN BALLOT CLIMATE PARTNERS(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:ERIC HEITZ, PRESIDENT AND BOARD CHAIR IS PART OWNER OF DOWN BALLOT CLIMATE PARTNERS(D) DESCRIPTION OF TRANSACTION:IN 2024, DOWN BALLOT CLIMATE PARTNERS PROVIDED CONSULTING AND STAFFING SERVICES TO AMERICAN JOBS AND ENERGY SECURITY FUND, FOR A TOTAL FEE OF $59,211. SERVICES INCLUDED: PROGRAM ADVISING AND STAFF, OPERATIONAL AND FUNDRAISING SYSTEMS AND STAFF, AS WELL AS FINANCIAL, LEGAL & COMPLIANCE SERVICES HANDLED VIA EXTERNAL CONSULTANTS PAID FOR BY DOWN BALLOT CLIMATE PARTNERS. FORM 990, PART VI, SECTION A, LINE 3 DOWN BALLOT CLIMATE PARTNERS, LLC IS SERVING AS THE MANAGEMENT COMPANY, THROUGH A CONSULTING AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND WAS PROVIDED TO THE ORGANIZATION AND BOARD OF DIRECTORS TO REVIEW AND ARPPROVE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OFFICERS WILL BE ASKED TO SIGN AN ACKNOWLEDGEMENT OF THIS POLICY AND PROVIDE IT TO THE BOARD SECRETARY, WHO WILL KEEP THE SIGNED ACKNOWLEDGEMENTS ON FILE. BOARD MEMBERS AND OFFICERS WILL BE ASKED TO DISCLOSE SPECIFIC INFORMATION ANNUALLY (AND UPDATED AS NECESSARY AT THEIR OWN DISCRETION) TO ENSURE THAT NO REAL OR PERCEIVED CONFLICTS MAY EXIST WITH THE WORK THAT AJES SUPPORTS. PROPOSED DISCLOSURE COLLECTION, FOR THE AFFECTED OFFICER OR DIRECTOR, AND THEIR SPOUSE, IF ANY: - EMPLOYER - BOARD POSITIONS (OFFICER OR DIRECTOR) - COMPANY IN WHICH YOU HAVE AN OWNERSHIP INTEREST. THESE DISCLOSURES WILL BE PROVIDED TO THE PRESIDENT AND BOARD SECRETARY FOR RECORD KEEPING. DURING BOARD MEETING DISCUSSIONS OR OTHER FORMAL OR INFORMAL DECISION PROCEEDINGS, BOARD MEMBERS WILL SELF-IDENTIFY IF THERE ARE ANY POTENTIAL CONFLICTS OF INTEREST THAT REQUIRE CONSIDERATION BY THE BOARD; AND THE PRESIDENT AND/OR SECRETARY WILL IDENTIFY ANY POTENTIAL CONFLICTS BASED ON THE DISCLOSURES PROVIDED. IF THE BOARD REASONABLY BELIEVES THAT A BOARD MEMBER OR OFFICER FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THEY WILL INFORM THAT INDIVIDUAL AND PROVIDE AN OPPORTUNITY FOR THE INTERESTED PERSON TO OFFER AN EXPLANATION ABOUT WHY THEY FAILED TO DISCLOSE THE CONFLICT OR POTENTIAL CONFLICT OF INTEREST. THE BOARD WILL HAVE THE RIGHT TO TAKE ACTION AS THE BOARD CONSIDERS APPROPRIATE, INCLUDING PRECLUDING THE INDIVIDUAL FROM OBTAINING ANY BENEFIT FROM THE BOARD ACTION; VOIDING THE TRANSACTION; AND/OR REMOVING THE INDIVIDUAL FROM THE BOARD. DURING THE COURSE OF THE YEAR, BOARD MEMBERS AND OFFICERS WILL NOTIFY THE ORGANIZATION OF ANY CHANGES OR ADDITIONS TO THEIR REQUIRED DISCLOSURES. AS DIRECT FINANCIAL DECISIONS ARE MADE, INCLUDING BUT NOT LIMITED TO HIRING OF VENDORS AND CONSULTANTS, BOARD MEMBERS AND OFFICERS INVOLVED IN THE SPECIFIC DECISION MAKING WILL SELF-IDENTIFY IF THERE ARE ANY POTENTIAL CONFLICTS OF INTEREST FOR THEMSELVES OR IMMEDIATE FAMILY MEMBERS THAT SHOULD BE CONSIDERED; THE PRESIDENT OR BOARD SECRETARY WILL BE RESPONSIBLE FOR IDENTIFYING ANY POTENTIAL CONFLICTS THAT ARE NOT SELF-IDENTIFIED BUT APPEAR TO EXIST BASED ON THE DISCLOSURE PROVIDED TO THEM. IF ANY POTENTIAL CONFLICT IS IDENTIFIED, THE CONFLICTED BOARD MEMBER OR OFFICER WILL ABSTAIN FROM PARTICIPATION IN THE DISCUSSION OF THE RELEVANT ACTION AND IN ANY VOTE ON THAT ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.