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 262731617 AMERICAN ENERGY ALLIANCE AMER 2026212940 1155 15TH STREET NW 525 WASHINGTON DC 20005 THOMAS J PYLE PRESIDENT 2026212940 2024-10-24 1 1 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 2456420 0 X WWW.AMERICANENERGYALLIANCE.COM X 2008 DC AEA IS AN EDUCATIONAL ADVOCACY AND GRASSROOTS ORGANIZATION. AEA IS A RELATED ORGANIZATION OF IER. 4 3 10 3 0 0 3299090 2437810 0 0 71 8998 5641 9612 3304802 2456420 752000 0 0 0 623248 477784 0 0 255023 2249377 2070931 3624625 2548715 -319823 -92295 887792 850518 380716 435737 507076 414781 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 1150904 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. 599785 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. 141921 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. 1892610 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 13 0 1 10 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 217227 185045 28449 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 X 0 0 0 ROBERT L BRADLEY JR CHIEF EXECUTIVE OFFICER/FOUNDER 3.00 47.00 X 10821 169529 8245 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 403079 529605 67420 2 0 1 0 PLANET DIRECT MAIL 11050 CHALLENGER COURT MANASSAS VA 22109 DIRECT MAIL SERVICE 366942 1 2437810 2437810 8998 8998 LIST RENTAL INCOME 900099 9612 9612 9612 2456420 0 0 18610 X 393314 285570 53980 53764 58966 52088 4267 2611 1242 1011 188 43 24262 18160 3102 3000 5320 5320 56945 56945 557568 480081 43405 34082 52200 51683 517 98585 70295 17158 11132 7832 7117 715 43466 32552 5580 5334 36380 27285 4729 4366 PRINTING/MAILING 763447 545586 124984 92877 POSTAGE,SHIPPING,DELIV. 387660 294175 66807 26678 MISCELLANEOUS 22261 16918 2550 2793 BANK FEES 20135 10738 9397 19132 10089 614 8429 2548715 1892610 401082 255023 151912 291527 706972 515310 2935 10361 25973 33320 100280 100280 0 0 887792 850518 101016 128365 279700 307372 380716 435737 X 507076 414781 507076 414781 887792 850518 -92295 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100280 100280 0 0 DUE TO IER 307372 307372 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, AEA 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. 0 0 0 0 0 0 0 0 0 THOMAS J PYLE PRESIDENT 217227 185045 0 0 0 0 6156 5244 17049 0 240432 190289 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 10821 169529 0 0 0 0 444 6956 845 0 12110 176485 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. 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 FEDERAL FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM AND IS REVIEWED BY MANAGEMENT FOR ACCURACY. THE DRAFT FEDERAL FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS OF AEA PRIOR TO FILING. THE FEDERAL FORM 990 IS REVIEWED AND SIGNED BY THE PRESIDENT AND THE FILED WITH THE INTERNAL REVENUE SERVICE. 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 FEDERAL 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 305,331. MANAGEMENT AND GENERAL EXPENSES 43,405. FUNDRAISING EXPENSES 28,082. TOTAL EXPENSES 376,818. CONSULTANT FEES: PROGRAM SERVICE EXPENSES 174,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 6,000. TOTAL EXPENSES 180,750. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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