- Department of the Treasury

EXTENDED TO NOVEMBER 1

Form 990

Internal Revenue SerVice

 

5.

2016

Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.

Llnformgtion about Form 990 and its instructions is at 

OMB No 1545-0047

Open to Public
Inspection

 

 

 

 

 

 

 

 

 

A For the 2015 calendar year, or tax year beginning and ending
Check n' Name of organization Employer identification number
applicable

91135335 AMERICAN ENERGY ALLIANCE
243311312 Domg busmess 1213?; Number and street (or P.0. box if mail IS not delivered to street address) Room/suns Telephone number
3113'?, 1155 15TH STREET, NW 900 202-621-2940
?gm- City or town, state or provmce, country, and ZIP or foreign postal code Gross receipts mad? WASHINGTON . DC 2 0 0 0 5 H(a) Is this a group return

1:103? Name and address of prinCIpal officer'THOMAS PYLE for subordinates? EYes No
SAME AS ABOVE H(b) Are all subordinates included7DYeS NO

 

I Tax-exempt status BE 503g? 4 )4 @sert no.) CI 494mm)
Website: 2 . AMERICANENERGYALLIANCE . ORG

Form plorgLanization: 13] CorporatIOn Trust Assomation Other}
Ijaw Summary

or 527

1 Year

If attach a list (see instructions)
?Lc) Group exemption number 
of formation: 2 0 0 ELM State of legal domicne: DC

 

 

 

 

 

 

 

 

 

 

 

  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1 Briefly describe the organization's mi55ion or most Significant activrties THE AMERICAN ENERGY ALLIANCE
(AEA) IS AN EDUCATIONAL ADVOCACY AND GRAS SROOTS ORGAN I ZATION . AEA
2 Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets
3 3 Number of voting members of the governing body (Part VI, line 1a) 3 5
4 Number of independent voting members of the governing body (Part VI, line 113) 4 5
3 5 Total number of indiVIduaIs employed in calendar year 2015 (Part V, line 2a) 5 0
6 Total number of volunteers (estimate if necessary) 6 0
7 a Total unrelated busmess revenue from Part column (0), line 12 7a 0 .
Net unrelated busrness taxable income from Form 990-T, line Prior Year Current Year
a, 3 Contributions and grants (Part line 1hProgram sewice revenue (Part line 29Investment income (Part column (A) lines 3,Other revenue (Part column (A) lines Total revenue- add lines 8 th?gh 11 (must equ_al art itGrants and Similar amounts paid (Part IX, column (A linegBenefits paid to or for members (Part IX, column (A), line Salaries. other compensation, employee benefits (Part IX, column (A). lines 5-1016a Professmnal fundraismg fees (Part IX, column (A), line HeTotal fundraismg expenses (Part IX, column (D), line 25Other expenses (Part IX, column (A), lines 11a?11d, 11f?24eTotal expenses. Add lines 13-17 (must equal Part IX, column (A), line 25Revenue less expenses Subtract line 18 from line 33:3 Beginning of Current Year End of Year
5% 20 Totalassets(PaitX,line16) 1094334. 2099068.
6.13 ?g 21 Total liabilities (Part line 26?55 2522 Net assets or fund balances Subtract line 21 from line LPart Signature Block
Under penalties of perjury, I declare that have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief, it is
true, correct, and complete. De aration ol prepare (her than officer) is based on all information of which preparer has any knowledge
a liitislao it;
C3 Sign Signature icer Date
Here THOMAS PYLE PRES IDENT
[3.4 Type or print name and title
Print/Type preparer's name Dale Shack PTIN
QEaid ROBERT COCCHIARO I 5 ?9 sell-employed (?reparer Firm's name4> COCCHIARO Sc ASSOCIATES LLC Firmvase Only Firm's address 1 0 8 0 0 GREENE DRIVE IST FLOOR
LORTON, VA 22079 Phoneno.7039463670
May the IRS discuss this return With shown above? (see instructions) Yes :1 No

 

532001 12- 16- 15

LHA For Paperwork Reduction Act Notice, see the separate instructions.

Form 990 (2015)

SEE SCHEDULE 0 FOR ORGANIZATION MISSION STATEMENT 

 

Form 990 2015 AMERICAN ENERGY ALLIANCE 26-273 1617 Pace 2
Statement of Program Service Accomplishments

Check if Schedule 0 contains a response or note to any line in this Part . 
1 Briefly describe the organization's miSSion'

 

 

AEA IS AN EDUCATIONAL ADVOCACY AND GRASSROOTS ORGANIZATION. AEA IS A
SUBSIDIARY OF THE INSTITUTE FOR ENERGY RESEARCH. MISSION IS TO

2 Did the organization undertake any Significant program serVices during the year which were not listed on

the prior Form 990 or DYes No
If "Yes," describe these new sewices on Schedule 0.
3 Did the organization cease conducting. or make Significant changes in how it conducts, any program serwces? Chas No

If "Yes." describe these changes on Schedule 0.

4 Describe the organization's program sewice accomplishments for each of its three largest program serwces. as measured by expenses.
Section 501(c)(3) and 501(c)(4) organizations are reqUired to report the amount of grants and allocations to others, the total expenses. and
revenue, if any, for each program sewice rgiorted

4a (Code (Expenses Including grants (Revenue 
PUBLIC EDUCATION: 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.

 

 

 

 

 

 

 

 

 

 

 

4b (Code (Expenses including grants of (Revenue 
ADVOCACY: LEGISLATIVE AND PUBLIC POLICY ADVOCACY TAKE PLACE AT
BOTH THE STATE AND NATIONAL LEVEL. ADVOCACY EFFORTS ARE DESIGNED
TO EDUCATE AND ENGAGE CITIZENS IN UNDERSTANDING AND PROMOTING OUR
MOST CRITICAL ENERGY AND ENVIRONMENTAL POLICY CHALLENGES.
THROUGH A DEEPER UNDERSTANDING OF ENERGY AND ENVIRONMENTAL ISSUES, OUR
CITIZENS WILL BE ABLE TO EFFECTIVELY PARTICIPATE IN THE
PROCESS AT THE STATE AND NATIONAL LEVEL. AEA IS A
ISSUE ORGANIZATION THAT SUPPORTS AFFORDABLE, ABUNDANT AND
RELIABLE ENERGY FOR CONSUMERS AND BUSINESSES.

 

 

 

 

40 (Code (Expenses including grants of (Revenue 
RESEARCH: AEA CONDUCTS RESEARCH ON ENERGY AND ENVIRONMENTAL POLICY AND
DEVELOPS POLICY POSITIONS FOR THE PURPOSES OF EDUCATING POLICY MAKERS,
THE MEDIA AND OTHER CONSTITUENCIES.

 

 

 

 

 

 

 

 

 

 

4d Other program semces (Describe in Schedule 0.)

 

(Emnses includinggLants of L(Revenue 
4e Total program service expensesForm 990 (2015)
532002
12-16-15

2
17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1






Form 990 (2015) AMERICAN ENERGY ALLIANCE Page 3
[En lVEhecklist of Required Schedules

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes No
1 IS the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
it "Yes," complete Schedule A 1 
2 Is the organization wound to complete Schedule B, Schedule of Contnbutord? 2 
3 Did the organization engage in direct or indirect political campaign actiVities on behalf of or in opposmon to candidates for
public office? If "Yes, complete Schedule C, Partl 3 
4 Section 501(c)(3) organizations. Did the organization engage in lobbying actiwties. or have a section 501 election in effect
during the tax year? If "Yes, complete Schedule C. Part ll 4
5 Is the organization a section 501(c)(4). 501(c)(5), or 501(c)(6) organization that receives membership dues. assessments. or
Similar amounts as defined in Revenue Procedure 98-19? If ?Yes, complete Schedule C, Part Ill 5 
6 Did the organization maintain any donor adVised funds or any Similar funds or accounts for which donors have the right to
prowde adVice on the distribution or investment of amounts in such funds or accounts? If "Yes, complete Schedule D, Part I 6 
7 Did the organization receive or hold a conservation easement. including easements to preserve open space,
the envrronment, historic land areas. or historic structures? lf "Yes," complete Schedule D. Part ll 7 
8 Did the organization maintain collections of works of art, historical treasures, or other Similar assets? If "Yes, complete
Schedule D, Part Ill 8 
9 Did the organization report an amount in Part X. line 21, for escrow or custodial account liability, serve as a custodian for
amounts not listed in Part X, or prowde credit counseling. debt management, credit repair, or debt negotiation serVices?
ll Yes, complete Schedule D. Part IV 9 
10 Did the organization. directly or through a related organization. hold assets in temporarily restricted endowments, permanent
endowments. or quaSi-endowments? If "Yes," complete Schedule D, Part 10 
11 If the organization?s answer to any of the followmg questions is "Yes." then complete Schedule D. Parts VI, VII, IX, or 
as applicable
a Did the organization report an amount for land. bUIldings, and eqUIpment in Part X, line 10? If "Yes," complete Schedule D,
Part VI 11a 
Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total
assets reported in Pait X. line 16? If "Yes. complete Schedule D, Part 11b 
Did the organization report an amount for investments - program related in Part X. llne 13 that IS 5% or more of 115 total
assets reported in Part X. line 16? If "Yes, complete Schedule D, Part 11c 
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in
Part X, line 16?? If "Yes," complete Schedule D. Part lX 11d 
Did the organization report an amount for other liabilities in Part X. line 25? If "Yes," complete Schedule D, Part 11e 
1 Did the organization's separate or consolidated finanCIal statements for the tax year include a footnote that addresses
the organization's liability for uncertain tax pOSitions under FIN 48 (A80 740)? ll "Yes." complete Schedule D, Part 1 1f 
12a Did the organization obtain separate, independent audited finanCIal statements for the tax year? If "Yes." complete
Schedule D, Parts Xl and 12a 
Was the organization included in consolidated, independent audited finanCIal statements for the tax year?
If "Yes." and If the organization answered "No" to line 12a, then completing Schedule D, Parts Xl and is optional 12b 
13 Is the organization a school described in section If "Yes, complete Schedule 13 
14a Did the organization maintain an office, employees, or agents outSIde of the United States? 14a 
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraiSing. busrness,
investment. and program sewice actiVIties outSIde the United States. or aggregate foreign investments valued at $100,000
or more? If "Yes," complete Schedule F, Parts I and IV 14b 
15 Did the organization report on Part IX. column (A), line 3, more than $5,000 of grants or other a55istance to or for any
foreign organization? lf "Yes. complete Schedule F, Parts ll and IV 15 
16 Did the organization report on Part IX. column (A), line 3, more than $5,000 of aggregate grants or other aSSistance to
or for foreign indiwduals? ll "Yes, complete Schedule F. Parts Ill and IV 16 
17 Did the organization report a total of more than $15,000 of expenses for profeSSional fundraismg serwces on Part IX,
column (A), lines 6 and 11e? ll ?Yes," complete Schedule G, Part I 17 
18 Did the organizatlon report more than $15,000 total of fundraismg event gross income and contributions on Part lines
10 and Be? If "Yes, complete Schedule G, Part ll 18 
19 Did the organization report more than $15,000 of gross income from gaming actiVities on Part line 9a? If "Yes,"
complete Schedule G, Part 19 
Form 990 (2015)
532003
12-15-15
3

17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 

 


.1

Form 990 (2015) AMERICAN ENERGY ALLIANCE Page 4
LPart IV Checklist of Required Schedules (continued)

 

 

 

 

 

Yes No
203 Did the organization operate one or more hospital facrlities? If "Yes, complete Schedule 20a 
If "Yes" to line 20a. did the organization attach a copy of its audited financral statements to this return? 20b
21 Did the organization report more than $5.000 of grants or other to any domestic organization or
domestic government on Part IX. column (A). line 1 9 If "Yes, complete Schedule I, Parts land ll 21 
22 Did the organization report more than $5,000 of grants or other a53istance to or for domestic indiwduals on
Part IX. column (A). line 2? If "Yes. complete Schedule I, Parts I and ll! 22 

 

23 Did the organization answer ?Yes" to Part VII, Section A. line 3. 4. or 5 about compensation of the organization's current
and former officers. directors. trustees. key employees. and highest compensated employees? If "Yes," complete
Schedule 23 

24a Did the organization have a tax-exempt bond issue an outstanding prinCIpal amount of more than $100,000 as of the
last day of the year, that was issued after December 31, 2002? ll "Yes. answer lines 24b through 24d and complete

 

 

 

 

 

Schedule If go to line 25a 24a 
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds? 24c
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 24d
25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit
transaction With a disqualified person during the year? If ?Yes." complete Schedule L, Partl 25a 

 

Is the organization aware that it engaged in an excess benefit transaction With a disqualified person in a prior year. and
that the transaction has not been reported on any of the organization's prior Forms 990 or lr' "Yes," complete
Schedule L, Part I 25b 

26 Did the organization report any amount on Part X, line 5, 6. or 22 for receivables from or payables to any current or
former officers. directors, trustees. key employees. highest compensated employees. or disqualified persons? If "Yes, 
complete Schedule L, Part ll 26 

27 Did the organization provrde a grant or other aSSIstance to an officer, director, trustee, key employee. substantial
contributor or employee thereof. a grant selection committee member. or to a 35% controlled entity or family member

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

of any of these persons? If "Yes. complete Schedule L, Part Ill 27 
28 Was the organization a party to a busmess transaction With one of the followmg parties (see Schedule L. Part IV
instructions for applicable filing thresholds. conditions, and exceptions).
a A current or former officer. director. trustee. or key employee? If "Yes, complete Schedule L, Part 283 
Afamily member of a current or former officer. director. trustee. or key employee? If "Yes, complete Schedule L. Part IV 28b 
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer,
director, trustee. or direct or indirect owner? If "Yes. complete Schedule L. Part IV 280 
29 Did the organization receive more than $25.000 in non-cash contributions? If "Yes, complete Schedule 29 
30 Did the organization receive contributions of art. historical treasures. or other Similar assets. or qualified conservation
contributions? lf "Yes. complete Schedule 30 
31 Did the organization liqurdate, terminate. or dissolve and cease operations?
If "Yes, complete Schedule N, Partl 31 
32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?? "Yes, complete
Schedule N, Part ll 32 
33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301 7701-2 and 301 7701 If "Yes. complete Schedule Fl, Part I 33 
Was the organization related to any tax-exempt or taxable entity? If "Yes. complete Schedule Fl, Part ll, or IV, and
Part v, line 1 34 
35a Did the organization have a controlled entity Within the meaning of section 512(b)(13)9 35a 
If "Yes? to line 35a, did the organization receive any payment from or engage in any transaction With a controlled entity
Within the meaning of section 512(b)(13)? If "Yes. complete Schedule H, Part V, line 2 35b
36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization?
If "Yes. complete Schedule H. Part V. llne 2 36
37 Did the organization conduct more than 5% of its actIVIties through an entity that IS not a related organization
and that is treated as a partnership for federal income tax purposes? If "Yes, complete Schedule H. Part VI 37 
38 Did the organization complete Schedule 0 and prowde explanations in Schedule 0 for Part VI. lines 11 and 19?
AII Form 990 filers are requrred to complete Schedule 0 38 
Form 990 (2015)
532004
12-15-15
4

17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1

Form 990 (2015) AMERICAN ENERGY ALLIANCE .Page 5
Part Statements Regarding Other IRS Filings and Tax Compliance

Check If Schedule 0 COntaIns a response or note to any lIne In thIs Part 

Cl

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes No
13 Enter the number reported In Box 3 of Form 1096 Enter -0- If not 1a 2 3
Enter the number of Forms W-ZG Included In Me 1a Enter -0- If not appIIcable 1b 0
the organrzatron comply backup mles for reportable payments to vendors and reportable gamIng
to prize wmners? 1c
23 Enter the number of employees reported on Form W-3. of Wage and Tax Statements,
?led for the calendar year WIth or WIthIn the year covered by thIs return 2a 0
If at least one Is reported on Me 2a. dId the organrzatron ?le all requrred federal employment tax returns? 2b
Notegreater than 250. you may be requrred to e-frle (see Instructrons)
3a the organIzatIon have unrelated busrness gross Income of $1.000 or more during the year? 3a 
If "Yes." has It ?led a Form 990-T for We year? If "No, to Irne 3b. provrde an explanatron In Schedule 0 3b
4a At any trme durrng the calendar year. dId the organrzatron have an Interest In. or a srgnature or other authority over. a
frnancral account In a forergn country (such as a bank account, securrtles account. or other frnancral account)? 4a 
If "Yes." enter the name of the forergn country' 
See Instructions for filing requrrements for Form 114. Report of Forergn Bank and FInancraI Accounts (FBAR).
5a Was the organlzatIon a party to a prothIted tax shelter transaction at any trme during the tax year? 53 
any taxable party notIfy the organIzatIon that It was or Is a party to a prothIted tax shelter transactron? 5b 
If "Yes." to Me Sa or 5b. dId the organIzatIon ?le Form 5c
6a Does the organrzatlon have annual gross recerpts that are normally greater than $100,000. and dId the organrzatron when
any that were not tax as charrtable 6a 
If ?Yes." dId the organrzatron Include every soIICItatIon an express statement that such or 
were not tax 6b 
7 Organizations that may receive deductible contributions under section 170(c).
a the organrzatron rename a payment In excess of $75 made partly as a contnbutron and partly for goods and servrces provrded to the payor? 7a
It "Yes." dId the organrzatron notIfy the donor of the value of the goods or servrces provrded? 7b
the organrzatron sell. exchange. or otherwrse drsposa of personal property for It was requrred
to file Form 8282? 7c
If "Yes." IndIcate the number of Forms 8282 frled durrng the year I 7d 
the organIzatIon recere any funds. drrectly or IndIrectly. to pay premrums on a personal benefrt contract? 7e
the organrzatron. durrng the year. pay premrums. drrectly or IndIrectly. on a personal bene?t contract? 71
If the organrzatron recered a of qualIerd Intellectual property. dId the organrzatron ?le Form 8899 as requrred? 79
If the organrzatron recered a of cars. boats. arrplanes, or other vehicles, the organrzatron ?le a Form 1 098-0? 7h
8 Sponsoring organizations maintaining donor advised funds. a donor advrsed fund maIntaIned by the
sponsorrng organrzatron have excess busrness at any trme durrng the year? 8
9 Sponsoring organizations maintaining donor advised funds.
a the sponsorrng organrzatron make any taxable under sectron 4966? 93
the sponsorrng organrzatron make a dIstrIbutIon to a donor. donor adVIsor, or related person? 9b
10 Section 501(c)(7) organizatlons. Enter
a InItIatIon fees and caprtal Included on Part Me 12 103
Gross recerpts. Included on Form 990. Part Me 12. for pubIIc use of club 10b
11 Section 501(c)(12) organizations. Enter
a Gross Income from members or shareholders 11a
Gross Income from other sources (Do not net amounts due or paId to other sources agaInst
amounts due or recelved from them.) 11b
12a Section 4947(a)( 1) non-exempt charitable trusts. Is the organrzatron Form 990 In of Form 1041 12a
If "Yes," enter the amount of tax-exempt Interest recered or accrued durrng the year 12b
13 Section 501(c)(29) qualified nonprofit health insurance Issuers.
a Is the organrzatron IIcensed to Issue health plans In more than one state? 13a
Note. See the Instructlons for addItIonaI Informatron the organIzatIon must report on Schedule 0.
Enter the amount of reserves the organIzatIon Is requrred to maIntaIn by the states In which the
organrzatron Is IIcensed to Issue quallfled health plans 13b
Enter the amount of reserves on hand 13c
143 Did the organrzatron recere any payments for Indoor servrces durrng the tax year? 14a 
If "Yes," hz?t ?led a Form 720 to report thesepayments? If "No, provrde an exqiiritron In Schedule 0 14b
Form 990 (2015)
532005
12-16?15
5
17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE 

Form 990 (2015) AMERICAN ENERGY ALLIANCE Page 6
Part VI Governance, Management, and Disclosure Foreach "Yes" response to lines 2 through 7b below, and fora "No" response
- to line 8a, 8b, or 10b below, describe the Circumstances, processes, or changes in Schedule 0. See 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check if Schedule 0 cantains a regaonse or note to any line in this Part VI 
Section A. Governing Body and Management
Yes No
1a Enter the number of voting members of the governing body at the end of the tax year 1a 5
If there are maternal differences in voting rights among members of the governing body, or if the governing
body delegated broad authority to an executive committee or Similar committee, explain in Schedule 0.
Enter the number of voting members included in line 1a. above, who are Independent 1b 5
2 Did any officer. director, trustee. or key employee have a family relationship or a busmess relationship With any other
officer, director, tmstee. or key employee?7 2 
3 Did the organization delegate control over management duties customarily performed by or under the direct supemsron
of officers. directors, or trustees, or key employees to a management company or other person? 3 
4 Did the organization make any Significant changes to its governing documents Since the prior Form 990 was filed? 4 
5 Did the organization become aware during the year of a Significant diverSIon of the organization's assets? 5 
6 Did the organization have members or stockholders? 6 
7a Did the organization have members, stockholders, or other persons who had the power to elect or appornt one Or
more members of the governing body? 7a 
Are any governance deCISlonS of the organization reserved to (or subject to approval by) members. stockholders, or
persons other than the governing body? 7b 
3 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the followmg:
a The governing body? 8a 
Each committee With authority to act on behalf of the governing body? 8b 
9 Is there any officer, director, trustee. or key employee listed in Part Vll, Section A, who cannot be reached at the
organization's mailing address? If "Yes, prowde the names and addresses in Schedule 0 9 
Section B. Policies (This Section requests information about pancres not requrred by the Internal Revenue Code 
Yes No
10a Did the organization have local chapters. branches, or affiliates? 10a 
lf "Yes." did the organization have written poliCIes and procedures governing the actIVIties of such chapters. affiliates,
and branches to ensure their operations are con3istent With the organization's exempt purposes? 10b
11a Has the organization prowded a complete copy of this Form 990 to all members of its governing body before filing the form? 11a 
Describe in Schedule 0 the process, if any. used by the organization to reVIew this Form 990
12a Did the organization have a written conflict of interest policy? If "No, go to line 73 12a 
Were officers, directors, or trustees, and key employees requared to disclose annually interests that could give rise to conflicts? 12b 
Did the organization regularly and con5istent y monitor and enforce compliance With the policy? If "Yes, describe
in Schedule 0 how this was done 12c 
13 Did the organization have a written whistleblower policy? 13 
14 Did the organization have a written document retention and destruction policy? 14 
15 Did the process for determining compensation of the followmg persons include a revrew and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and deCISion?
a The organization's CEO, Executive Director, or top management offICIal 15a 
Other officers or key employees of the organization 15b 
If "Yes? to line 15a or 15b, describe the process in Schedule 0 (see instructions).
163 Did the organization invest in. contribute assets to, or partICIpate in a pint venture or Similar arrangement With a
taxable entity during the year? 16a 
If "Yes." did the organization follow a written policy or procedure requuring the organization to evaluate its partICIpation
in jOl?t venture arrangements under applicable federal tax law, and take steps to safeguard the organization's
exempt status With respect to such arryqements? 16b

 

 

 

 

Section 0. Disclosure
17 List the states With which a copy of this Form 990 is reqwred to be filed DAL Section 6104 reqwres an organization to make its Forms 1023 (or 1024 if applicable), 990, and (Section 501(c)(3)s only) available
for public inspection Indicate how you made these available Check all that apply.
Own webSIte Another's website [El Upon request :1 Other (explain in Schedule 0)
19 Desoribe in Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest policy, and finanCial
statements available to the public during the tax year.
20 State the name, address, and telephone number of the person who possesses the organization's books and records 
THE ORGANIZATION 201?621?2940
1155 15TH STREET. NW, NO. 900 . WASHINGTON, DC 20005
532005 12-15-15 SEE SCHEDULE 0 FOR FULL LIST OF STATES Form 990 (2015)
6
17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1

Form 990 (2015)

AMERICAN ENERGY ALLIANCE

26?2731617

 Part Vll  Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
- Employees, and Independent Contractors
Check If Schedule 0 contains a response or note to any line In Part VII

Section A. Officers. Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete thIS table for all persons required to be llsted. Report compensatlon for the calendar year With or the organization?s tax year

0 List all of the organization's current Of?cers. dIrectors, trustees (whether IndIVIduals or organizations), regardless of amount of compensatlon
Enter -0- In columns (0). (E), and (F) If no compensation was paid.
0 all of the organization's current key employees, If any See Instructions for of "key employee 
0 List the organlzatron's flve current highest compensated employees (other than an officer, director, trustee. or key employee) who received report-
able compensatlon (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations.
0 Lust all of the organizatlon's former Officers. key employees. and hlghest compensated employees who recelved more than $100,000 of
reportable compensatlon from the organlzatlon and any related organizations.
0 all of the organization's former directors or trustees that recelved, In the capaCIIy as a former dIrector or trustee of the organization.
more than $10,000 of reportable compensation from the organization and any related organlzatlons.

Lust persons In the followrng order IndIVIdual trustees or dlrectors, Institutional trustees; of?cers; key employees, highest compensated employees,

and former such persons.

:1 Check box if neither the organlzatron nor any related organlzatlon compensated any_current officer. director, or trustee

Page 7



 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(A) (B) (C) (D) (E) (F)
Name and Title Average (do no, one Reportable Reportable Estimated
hours per box, unless person Is both an compensatlon compensatlon amount of
week and a d'recmmrusm?? from from related other
(lust any the organizations compensatlon
hours for .. organization from the
related .. E, organlzatlon
organlzatlons 1:3, 172 g. g? and related
below :3 3 15% organizations
line) 
(1) WAYNE GABLE 1 . 00
CHAIRMAN (2) JAMES CLARKSON 1 . 00
DIRECTOR SCOTT ALEX BEAULIER 1 . 0 0
DIRECTOR 0 . 0 . 0 .
(4) JOHN PETERSON 1 . 0 0
DIRECTOR 0 . 0 . 0 .
(5) NANCY PFOTENHAUER 1 . 00
DIRECTOR 0 . 0 . 0 .
(6) THOMAS PYLE 38.00
PRESIDENT 12.00 284110. 94240. 32706.
(7) LISA WALLACE 3 1 . 00
19.00 156106. 92244. 28970.
(8) DAN KISH 36.00
SVP POLICY 14.00 129236. 50764. 7200.
(9) ROBERT BRADLEY 4 . 0
IER CHIEF EXECUTIVE OFFICE 46.00 11664. 147186. 20358.
(10) DAN SIMMONS 19.00
VICE PRES. POLICY 31.00 43355. 70222. 23102.
(11) HUBEL RELAT 49 . 00
VP, AND GEN COUNSEL 1.00 153516. 1484. 12001.
(12) DAN ZIEGLER 50.00
VP STRAT. INITIATIVES 0.00 127253. 0. 14691.
532007 12-16-15 Form 990 (2015)
7
2015 . 03030 AMERICAN ENERGY ALLIANCE AEA 1

17081114 133855 AEA

Form 990 (2015) AMERICAN ENERGY ALLIANCE 26? 2731617 Page8
Una? I Section A. Officers, Directors. Trustees, Key Em olgyeengnd HLimest Comensated Employees (continueg

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

m) (m w) (m (B (H
Name and title Average (do no: one Reportable Reportable Estimated
hours per box. unless person l5 both an compensation compensation amount of
week and a from from related other
(?St any 1% the organizations compensation
hours for 1E 3 organization from the
related organization
organizations .3- and related
below SEE. gg a organizations
line) a as E-
905240. 456140. 139028.
Total from continuation sheets to Part Section 905240. 456140. 139028.
2 Total number of indiwduals (including but not limited to those listed above) who received more than $100,000 of reportable
compensation from the orqanization 5
Yes No
3 Did the organization list any former officer. director. or trustee, key employee. or highest compensated employee on
line 1a? If "Yes, complete Schedule for such indiwdual 3 
4 For any indiwdual listed on line 1a. is the sum of reportable compensation and other compensation from the organization
and related organizations greater than $150,000? ll "Yes, complete Schedule for such indiwdual 4 
5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or indiwdual for semces
rendered to the organization? If "Yes?omglete Schedule for such person 5 

 

 

 

 

Section B. Independent Contractors

 

1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from
the organization. Report compensation for the calendar year endir_iQ_WIth or Within the organization's tax year

 

 

 

 

 

 

 

 

 

 

(A) (B) (0)
Name and busmess address Description of servuces Compensation
AGENDA GLOBAL
PO BOX 6652 ARLINGTON, VA 22206 CONSULTING SERVICES 205975 .
NJI MEDIA 1 0 1 1/ 2 SOUTH UNION STREET MEDIA SERVICES AND
ALEXANDRIA, VA 22314 CONSULTING 160126 .
FACEBOOK INC 1 5 1 61 COLLECTIONS CENTER
DRIVE, CHICAGO, IL 60693 MEDIA SERVICES 129624 .
I 3 6 0 LLC
PO BOX 37046L BALTIMORE, MD 21297 EDIA SERVICES 116215.
2 Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 of compensation from the omanization J4
Form 990 (2015)
13:29.20.
8

17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1

 

.
a

Form 990 2015 AMERICAN ENERGY ALLIANCE 26?2731617 Page 9
?Part Statement of Revenue

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check If Schedule 0 contains a response or note to any line In Part 
(A) (3) (Cl (0)
Total revenue Related or Unrelated Revenue excluded
exempt function busmess rogeafows?der
revenue revenue 512 - 514
*2 :3 1 a Federated campaugns 1a
Membership dues 1b
5E Fundralsmg events 1c
'5 5 Related organizations 1d
g; Government grants (contributions) 1e
.3 3 All other grants, and
,3 amounts not Included above Noncash contributrons Included In lines Ta- 1f 
on Total.Add llnes 1a-1f 41.679188.
usiness Code
2 a

e? 
All other program servnce revenue
Total. Add lines 2a-2f 
3 Investment Income (Including dIVIdends. Interest, and
other amountsIncome from Investment of tax-exempt bond proceeds 
5 Royalties 28469. 28469.
(I) Real (11) Personal
6 a Gross rents
Less rental expenses
Rental Income or (loss)
(I Net rental Income or (loss) 
7 a Gross amount from sales of (IlSecurItIes (11) Other
assets other than Inventory
Less cost or other baSlS
and sales expenses
Galn or (loss)
Net galn or (loss) 
.1, 8 a Gross Income from fundralsmg events (not
3% Including of
contributlons reported on line 10) See
Part IV. lune 18 a
g- Less dll?eCt expenses 
Net Income or (loss) from fundralsmg events 
9 a Gross Income from gaming See
Part IV, line 19 a
Less. dll?ect expenses 
Net Income or (loss) from gaming 
10 a Gross sales of Inventory, less returns
and allowances a
Less cost of goods sold 
Net Income or (loss) from sales of Inventory 
Revenue Business Code
11a REFUND OF VENDOR OVERP 900099 76712. 76712.


All other revenue
Total. Add lines 11a?11d 76712 .
12 4784750. 0. 0. 105562.
532009 12-15-15 Form 990 (2015)
9

17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1

Form 990420151

LPart IX I Statement of Functional Expenses

AMERICAN ENERGY ALLIANCE

26?2731617

Paqe 1 0

 

Section 501(c)(f? and 501(c)(5) organizations must complete all columns. All other organizations must cormlete column (A).
Check if Schedule 0 contains a response or note to any line In this Part IX

Bil

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Do not Include amounts re orted on lines 6b, (A) 13) (C) D)
7., ab. 9., and 10bofParfvm- ?2232.352?? assesses; 
1 Grants and other asastance to domestic organizations
and domestic governments. See Part IV, line Grants and other a55istance to domestic
See Part IV. line 22
3 Grants and other assmtance to foreign
Organizations, foreign governments, and foreign
indiwduals See Part IV, lines 15 and 16
4 Benefits paid to or for members
5 Compensation of current officers, directors.
trustees,andkeyemployees 482985. 437898. 18526. 26561.
6 Compensation not included above, to disqualified
persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B)
7 Othersalanesandwages 841403. 757829. 67491. 16083.
8 Pensmn plan accruals and contributions (include
section 401(k) and 403(b) employer contributionsOtheremployeebenefits 23649. 21548. 2027. 74.
10 Payrolltaxes 76152. 68870. 4994. 2288.
11 Fees for sewices (non-employees)'
a Management
Legal 35018. 35018.
Accounting 26484. 26484.
Lobbying
Protessmnal fundraismg serVices. See Part IV, line Investment management fees
9 Other (If line 11g amount exceeds 10% of line 25,
column (A) amount, list line 119 expenses on 0.) 657224 . 648844 . 8380 .
12 Advertismg and promotion Officeexpenses 298624. 190409. 9994. 98221.
14 Information technology
15 Royalties
16 Occupancy 212152. 118226. 89803. 4123.
17 Travel 126225. 126023. 202.
18 Payments of travel or entertainment expenses
for any federal, state, or local public ofhcrals
19 Conferences. conventions, and meetings Interest
21 Payments to affiliates
22 DepreCIation, depletion, and amortization Insurance 21454. 21454.
24 Other expenses. ltemize expenses not covered
above. (List miscellaneous expenses in line 24a. If line
24e amount exceeds 10% of line 25, column (A)
amount, list line 24e expenses on Schedule 0 
3 LIST RENTAL 53400. 42606. 10794. 0.
LICENSES AND FEES 18156. 0. 2406. 15750.
ALLOCATED GENERAL AND A 0. 95450. -98619. 3169.

Allotherexpenses 9530. 8743. 788. -1.
25 Total functional expenses. Add lines 1 through 24a 4163515 . 3767276 . 213548 . 182691 .
26 Joint costs Complete this line only it the organization
reported in column (B) romt costs from a combined
educatlonal campatgn and fundraismg solicnalion.
Check here El iffollowmq_SOP 93-2 (A50 953-720)
532010 12-1e-15 Form 990 (2015)
1 0
17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1


1.

Form 9&2015)

AMERICAN ENERGY ALLIANCE

Eart Balance Sheet

25-2731517 Paqe11

 

Check if Schedule 0 contains a response or note to am line In this Part 



 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(A) (B)
Beginning of year End of year
1 Cash - non-interest-bearing Sawan and temporary cash investments Pledges and grants receivable, net 3
4 Accounts receivableLoans and other receivables from current and former officers, directors,
trustees, key employees, and highest compensated employees. 00mplete
Part II of Schedule 5
6 Loans and other receivables from other disqualified persons (as de?ned under 
section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing
employers and sponsoring organizations of section 501(c)(9) voluntary
2 employees? benefICIary organizations (see instr) Complete Part II of 6
7 Notes and loans receivable. net 7
4 8 Inventories for sale or use 8
9 Prepaid expenses and deferred charges 10a Land, and eqUIpment: cost or other
Complete Part VI of Schedule 10a Less accumulated deprecration 10b Investments - publicly traded securities 11
12 Investments - other securities. See Part IV. line 11 12
13 Investments - program-related See Part IV, line 11 13
14 Intangible assets 14
15 Other assets. See Part IV, line 11 15
16 Total assets. Add lines 1 through 15 [must egual line 34) 1 0 9 4?3i__4Accounts payable and accrued expenses Grants payable 18
19 Deferred revenue 19
20 Tax-exempt bond liabilities 20
21 Escrow or custodial account liability Complete Part IV of Schedule 21
2 Loans and other payables to current and former officers. directors. trustees,
32 key employees, highest campensated employees. and disqualified persons
E, Complete Part II of Schedule 22
23 Secured mortgages and notes payable to unrelated third parties 23
24 Unsecured notes and loans payable to unrelated third parties 24
25 Other liabilities (including federal income tax, payables to related third
parties, and other liabilities not included on lines 17-24) Complete Part of
Schedule 25
26 Total liabilities. Add lines 17 through Organizations that follow SFAS 117 (A80 9513), check here and
3 complete lines 27 through 29, and lines 33 and 34.
2 27 Unrestricted net assets Temporarily restricted net assets 28
'2 29 Permanently restricted net assets 29
If Organizations that do not follow SFAS 117 (A50 958), check here El
?5 and complete lines 30 through 34.
*3 30 Capital stock or trust prinCIpal. or current funds 30
En; 31 Paid-in or capital surplus, or land, budding. or eqUIpment fund 31
15 32 Retained earnings, endowment. accumulated income. or other funds 32
33 Total net assets or fund balances Total liabilities and net assets/fund balances Form 990 (2015)
532011
121645
1 1
2015 . 03030 AMERICAN ENERGY ALLIANCE AEA 1

17081114 133855 AEA

Form 990 AMERICAN ENERGY ALLIANCE Paqe 12
Part XI Reconciliation of Net Assets

Check If Schedule 0 contaIns a response or note to any lIne In this Part XI



 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1 Total revenue (must equal Part column (A), line 12Total expenses (must equal Part IX, column (ARevenue less expenses Subtract ?ne 2 from Net assets or fund balances at begInnIng of year (must equal Part X, ?m 33. column Net unreaIIzed gaIns (losses) on Investments 5
6 Donated serVIces and use of 5
7 Investment expenses 7
8 PrIor penod adjustments 8
9 Other changes net assets or fund balances (explain In Schedule 0) 9 - .
10 Net assets or fund balances at end of year Combine IInes 3 through 9 (must equal Part X, We 33,
column?? 10 1266780.
I Part Financial Statements and Reporting
Check If Schedule 0 contalns a or note to anLIIne In thIs Part XII 
Yes No
1 Accounting method used to prepare the Form 990 El Cash Accrual Other
If the organizatlon changed Its method of accounting from a ma year or checked "Other," epraIn In Schedule 0
2a Were the organIzatIon's finanCIal statements compIIed or revuewed by an Independent accountant? 2a 
If "Yes,? check a box below to Indicate whether the finanCIaI statements for the year were comleed or rewewed on a
separate baSlS. consolIdated or both'
Separate ConsoIIdated baSlS Both consolIdated and separate basrs
Were the organIzatIon's fInanCIal statements audIted by an Independent accountant? 2b 
If "Yes." check a box below to Indicate whether the fInanCIaI statements for the year were audIted on a separate baSIs.
consolidated basns, or both
Separate ConsolIdated baSIs ?3 Both consoIIdated and separate 
If "Yes" to me 2a or 2b. does the organIzatIOn have a commIttee that assumes for overSIght of the audIt,
reVIew, or compIIatIon of Its fInanCIaI statements and selection of an Independent accountant? 2c 
If the organIzatIon changed eIther Its process or selectIon process during the tax year. explaIn In Schedule 0.
33 As a result of a federal award, was the organlzatlon reqUIred to undergo an audit or audIts as set forth In the Single AudIt
Act and OMB CIrcular 3a 
If "Yes," dId the organIzatIon undergo the reqUIred audIt or audIts? If the organIzatIon dId not undergo the reqUIred audIt
or audItsLexwmy In Schedule 0 and descnbeJany steps taken to underggsuch audIts 3b
Form 990 (2015)
532012
12-16-15
1 2
2015 . 03030 AMERICAN ENERGY ALLIANCE 

17081114 133855 AEA

 

 

 

 

. . OMB 1545-0047

SCHEDULE Supplemental FinanCIal Statements m?
(Form 990) Complete if the organization answered ?Yes? on Form 990, 20 1 5

- Part IV. line 6, 7.8, 9.10.11a. 11b,11c.11d, 11e,11f. 12a, or 12b. 0 .
Department of the Treasury AttaCh to Form 990- pen ?3 ?bl'c
SerVIce Information about Schedule (Form 990) and its instructions is at wwarsgov/foerQO. inspection
Name of the organization Employer identification number

AMERICAN ENERGY ALLIANCE 26?2731617

 

 

I Part I I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.Compiete ii the
organization answered "Yes" on Form 990. Part IV, line 6

 

Donor adVised funds Funds and other accounts

 

Total number at end of year 
Aggregate value of contributions to (during year)
Aggregate value of grants from (during year)
Aggregate value at end of year
Did the organization inform all donors and donor adVisors in writing that the assets held in donor adVised funds
are the organization?s property, subject to the organization's excluswe legal control? Cl Yes No
6 Did the organization inform all grantees. donors, and donor adVIsors in writing that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor adVisor. or for any other purpose conferring
impermISSible private benefit" I: Yes I: No
(?irt II LConservation Easements. Complete if the organization answered "Yes" on Form 990. Part lV, line 7.
1 Purpose(s) of conservation easements held by the organization (check all that apply)
Preservati0n of land for public use (e recreation or education) E, Preservation of a historically important land area
Protection of natural habitat Preservation of a certified historic structure
Cl Preservation of open space

 

 

 

 

 

 



 

2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a 

day of the tax year Held at the End of Tax Year

Total number of conservation easements

Total acreage restricted by conservation easements

Number of conservation easements on a certified historic structure included in 

Number of conservation easements included in achIred after 8/17/06, and not on a historic structure

listed in the National Register

3 Number of conservation easements modified. transferred, released, extingUished, or terminated by the organization during the tax
year 

4 Number of states where property subject to conservation easement is located 

5 Does the organization have a written policy regarding the periodic monitoring. inspection. handling of

0.039)

 

 

Violations. and enforcement of the conservation easements it holds? Yes No
6 Staff and volunteer hours devoted to monitoring, inspecting, handling of Violations. and enforcmg conservation easements during the year


7 Amount of expenses incurred in menitoring, inspecting. handling of Violations. and enforcmg conservation easements during the year

3
8 Does each conservation easement reported on line 2(d) above satisfy the reqwrements of section 

and section El Yes No

9 In Part describe how the organization reports conservation easements in its revenue and expense statement. and balance sheet. and
include, if applicable, the text of the footnote to the organization's finanCIal statements that describes the organization?s accounting for
conservation easements

I Part Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990. Part IV, line 8

 

1a If the organization elected, as permitted under SFAS 116 (ASC 958). not to report in its revenue statement and balance sheet works of art.
historical treasures. or other Similar assets held for public exhibition, education, or research in furtherance of public serVice, prowde. in Part 
the text of the footnote to its finanCIal statements that describes these items

If the organization elected. as permitted under SFAS 116 (ASC 958). to report in its revenue statement and balance sheet works of art, historical

treasures. or other Similar assets held for public exhibition, education, or research in furtherance of public sewice. prowde the followmg amounts
relating to these items
Revenue included on Form 990, Part Me 1 
(ll) Assets included in Form 990. Part 

2 If the organization received or held works of art. historical treasures. or other Similar assets for finanCIal gain, prOVide
the followmg amounts reqUIred to be reported under SFAS 116 (ASC 958) relating to these items-

 

 

 

 

a Revenue included on Form 990. Part line 1 
Assets included in Form 990. Part 
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2015
ll?8?.?e
8

17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1

Schedule (Form 990) 2015 AMERICAN ENERGY ALLIANCE Page 2
LPart Maintaining Collections of Art, Historical Treasures, or Other Similar Assetsrcontinued)
3 Usmg the organization's accessmn, and other records, check any of the followmg that are a Significant use of its collection items
(check all that apply)
a CI Public exhibition Loan or exchange programs
Scholarly research Other
Preservation for future generations
4 Provrde a description of the organization?s collections and explain how they further the organization?s exempt purpose in Part 
5 During the year, did the organization or receive donations of art, historical treasures. or other Similar assets
to be sold to raise funds rather than to be maintained as mof the orqyzation?s collection? Yes No
I Part IV I Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV. line 9. or
reported an amount on Form 990, Part X, line 21

 

 

1a Is the organization an agent, trustee. custodian or other intermediary for or other assets not included
on Form 990. Part x9 El Yes No
If ?Yes." explain the arrangement in Part and complete the followmg table

Amount

Beginning balance
Additions during the year
Distributions during the year
Ending balance

2a Did the organization include an amount on Form 990. Part X, line 21. for escrow or custodial account liability? No

If ?Yes," e_xp ain the arrangement in Part Check here if the explanation has been prowded on Part I:

I Part I Endowment Funds. Complete if the organization answered ?Yes? on Form 990, Part IV, line 10.
Hi) Current year Prior year Two years back (9) Three years back Four years back

  

CL 0

 

 

1a Beginning of year balance
Contributions
Net investment earnings, gains, and losses
Grants or scholarships
Other expenditures for faculties
and programs
Administrative expenses
9 End of year balance
2 Prowde the estimated percentage of the current year end balance (line lg. column held as
a Board de5ignated or quaSI-endowment 
Permanent endowment 
Temporarily restricted endowment 
The percentages on lines 2a, 2b, and 2c should equal 100%
3a Are there endowment funds not in the possessmn of the organization that are held and administered for the organization
by.
unrelated organizations
(ii) related organizations
4b If "Yes" on line 3a(ii). are the related organizations listed as reqUIred on Schedule R9
Describe in Part the intended uses of the organization' 3 endowment funds
I Part VI Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 113. See Form 990. Part X. line 10

Description of property Cost or other Cost or other Accumulated Book value
basrs (investment) ba3is (other) depreCIation

 

 

 

 

CL 0 CT

 

-u

 

 

 

 

 

 

 

 

 

 

1a Land

BUIldings
Leasehold improvements
EqUIpment


ta

 

 

 

 

 

 

 

Other 103328. 62400. 40928.
I. Add lines 1a through 1e. (Column must eq? Form 99LPart X?olumn (B), line 10c ?Schedule (Form 990) 2015

 

 

To

532052
09-21-15

19
17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1

Schedule 0 (Form 990) 2015 AMERICAN ENERGY ALLIANCE Page 3
Part Investments - Other Securities.

 

 

 

 

 

 

 

 

 

 

 

 

 

Complete rf the organization answered "Yes" on Form 990, Part IV, line 11b See Form 990, Part X, line 12.
at security or category (Including name of security) Book value Method of valuation: Cost or end-of-year market value
(1) Fmancral denvatrves
(2) Closely-held equrty interests
(3) Other
(A)
(E)
LC)
(D)
(E)
(F)
(G)
(to
Total must equal Form 990, Part X, col. (B) line 121!

 

 

 

Part Investments - Program Related.

if the answered "Yes" on Form 990 Part IV llne 11c See Form 990 Part line 13.
Description of Investment Book value Method of valuation' Cost or end-of?year market value

Part IX Other Assets.
lete If the Izatron answered "Yes" on Form 990, Part IV IIne 11d. See Form 990. Part line 15
Description Book value

 

Part Other Liabilities.
Complete If the organization answered ?Yes? on Form 990, Part IV. Irne He or 11f See Form 990. Part X. line 25
1_ Description of liability Book value

 

 

(1) Federal Income taxes
(2t

(4L
(5)
(5)
(7)
(8)
(9)
Total. @Iumn Lb) must equal Form 990, Part X, col (8) [me 2a 
2. for uncertaln tax posntrons In Part provrde the text of the footnote to the organizatron's frnancral statements that reports the
organization's ?army for uncerta? tax posrtrons under FIN 48 (A80 740). Check here If the text of the footnote has been provrded In Part 
Schedule (Form 990) 2015

 

 

 

 

 

 

 

 

 

 

 

 

532053
09-21- 15

20
17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1

Schedule (Form 99012015 AMERI CAN ENERGY ALLIANCE Page 4
IPart XI I Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Complete if the organization answered? 'Ye"s on Form 990. Part IV, line 12a

1 Total revenue. gains, and other support per audited finanCIaI statements 1
2 Amounts included on line 1 but not on Form 990. Part line 12

a Net unrealized gains (losses) on investments 2a

Donated serVIces and use of 2b

Recoveries of prior year grants 2c

Other (Descnbe In Part 2d

Add lines 23 through 2d 2e
3 Subtract line 2e from line 1 3
4 Amounts included on Form 990, Part line 12. but not on line 1.

a Investment expenses not included on Form 990. Part line 7b 4a

Other (Describe In Part 4b

Add lines 4a and 4b 4c

Total revenue Add lines 3 and 4c. (This must equal Form 990, Part! line 12.) 5

 

 

 

I Psait XII I Reconciliation of Expenses per Audited Financial Statements With Expenses per Return.

Complete if the organization answered' '"Yes on Form 990, Part IV. line 12a

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1 Total expenses and losses per audited finanCIal statements 1
2 Amounts included on line 1 but not on Form 990, Part IX. line 25'
a Donated sewices and use of faClIltleS 2a
Prior year adjustments 2b
Other losses 20
Other (Describe In Part 2d
Add lines 2a through 2d 2e
3 Subtract line 2e frorn line 1 3
4 Amounts Included on Form 990. Part IX, line 25, but not on line 1'
3 Investment expenses not included on Form 990. Part line 7b 4a
Other (Describe In Part 4b
Add lines 4a and 4b 4c
Total expenses Add lines 3 and 4c. {This must equal Form 990. Part! line 78) 5

 

I Part Supplemental Information.
Prowde the descriptions reqUIred for Part II. lines 3. 5, and 9; Part lines 1a and 4. Part IV, lines 1b and 2b, Part V. line 4, Part X. line 2, Part XI.
lines 2d and 4b, and Part XII. lines 2d and 4b. Also complete this part to prowde any additional information

 

 

PART XJ LINE 2:

INCOME TAXES

 

UNDER SECTION OF THE INTERNAL REVENUE CODEL IER IS EXEMPT FROM
THE PAYMENT OF TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME.
FOR THE YEARS ENDED DECEMBER 31, 2015 AND HAD NO NET UNRELATED
BUSINESS INCOME AND ACCORDINGLY. NO PROVISION FOR INCOME TAXES WAS
REQUIRED. THE ALLIANCE IS EXEMPT FROM INCOME TAX ON INCOME OTHER THAN NET
UNRELATED BUSINESS INCOME UNDER SECTION 501LC1L4170F THE INTERNAL REVENUE
CODE. FOR THE YEARS ENDED DECEMBER 31, 2015 AND 201QJ THE ALLIANCE HAD NO
NET UNRELATED BUSINESS INCOME AND ACCORDINGLY, NO PROVISION FOR INCOME

TAXES WAS REQUIRED.

3333715 Schedule (Form 990) 2015

21
17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1

Schedule (Form 99m 2015 AMERICAN ENERGY ALLIANCE Paqe 5
Bart Xll?Supplemental Information icontmuedL

 

 

FOR THE YEARS ENDED DECEMBER 31J 2015 AND 2014, THE INSTITUTE EVALUATED

 

THE PROVISIONS OF FASB ASC 740?10 RELATING TO ACCOUNTING FOR UNCERTAINTY
IN INCOME TAXES, AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS
QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.

AS OF DECEMBER 31, 2015, THE STATUTE OF LIMITATIONS FOR THE TAX YEARS

 

ENDED DECEMBER 31, 2014, 2013, AND 2012 REMAIN OPEN WITH THE U.S. FEDERAL
TAKING AUTHORITIES. NEITHER IER OR THE ALLIANCE ARE CURRENTLY REQUIRED TO

FILE AN INCOME TAX RETURN IN ANY STATE TAX JURISDICTION.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule (Form 990) 2015
532055
09-21-15

22
17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1

OMB No 15 5-0
SCHEDULE Supplemental Information Regarding Fundraising or Gaming Activities 

 

 

 

Form 990 or 990-EZ
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17organization entered more than $15,000 on Form 990-EZ, line 6a. 
Department of the Treasury Attach to Form 990 or Form 990-EZ. Open to. Public
Internal Revenue 5mm Information about Schedule (Form 990 or 990-EZ) and its instructions is at Inspection
Name of the organization Employer identification number
AMERICAN ENERGY ALLIANCE 26?2731617

 

 

Part I Fundraising Activities. Complete if the organization answered "Yes" on Form 990. Part IV, line 17 Form 990-EZ filers are not
reqUIred to cemplete this part

1 Indicate whether the organization raised funds through any of the followmg actiwties Check all that apply

a Mail soIICItations ii] SoIICItation of non-government grants
Internet and email i: SOIICitation of government grants
Phone soIICItations fundraISIng events

ln-person solICitations
2 a Did the organizatton have a written or oral agreement any indiVidual (including officers, directors. trustees or
key employees listed in Form 990, Part or entity in connection With professional fundraising semces? Yes No

it ?Yes," list the ten highest paid indiwduals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be
compensated at least $5.000 by the organization

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

i? Amount aid .
Name and address of indiwdual fi?JriQracisgr (iv) Gross receipts t5, retaineg by) (Vi) Amount paid
or entity (fundraiser) Actiwty c?f?fdfy from actiwty fundraiser to (or retained DY)
listed in col organization
OAKHILL DIRECT COMMUNICATIONS Yes No
8420 DORSEY CIRCLE. IRECT MAIL FUNDRAISING 108787 7680 101107,
Total 108787. 7630. 101107.
3 List all states in which the organization is registered or licensed to when contributions or has been notified it is exempt from registration

or licensmg.


SLTN UT 

 

 

 

 

 

 

 

 

 

LHA For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ. Schedule (Form 990 or 990-EZ) 2015
SEE PART IV FOR CONTINUATIONS

532031
09-14- 15

23
17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1

 

 

  

26?2731617 Pae2

Fundraising Events. Complete If the organization answered "Yes" on Form 990, Part IV, lune 13, or reported more than $15,000

 

of fundralsmg event contnbutrons and gross Income on Form 990-EZ. lrnes 1 and 6b. Last events gross receipts greater than $5,000

 

Revenue

Gross recerpts

Less Contributions

Gross Income an9 1 minus lIne 2)

Event #1

Event #2

Other events

 

(event type)

(event type)

(total number)

Total events
(add col. through
col 

 

 

 

 

Drrect Expenses

8
9
10

 

Cash prizes

Noncash prizes

Rent/faculty costs

Food and beverages

Entertainment
Other dlrect expenses

 

 

 

 

 

 

 

 

 

Direct expense summary Add lines 4 through 9 In column 
Net Income summary Subtract line 10 from lme SLcolumn 




 

 

1 1
I Part 1 Gaming. Complete If the organization answered "Yes" on Form 990. Part IV, hne 19. or reported more than
$15,000 on Form 990-EZ. lune 6a

 

 

 

 

 

 

 

 

 

 

 

 

 

Pull Total gammg (add
a)
2 Brngo blngolprogresswe bingo Other gaming col through col. 

o:

1 Gross revenue
or; 2 Cash prizes
3
5
g} 3 Noncash pnzes

?6
4 Rent/faculty costs
0

5 Other direct expenses

Yes I: Yes Yes 

6 Volunteer labor No No No

7 Direct expense summary Add lines 2 through 5 In column 

8 Net qamlnq Income Subtract line 7 from line 1, column 

 

9 Enter the state(s)1n which the organization conducts gaming 

 

a ls the organization Incensed to conduct gaming In each of these states?

If explaln

I: Yes No

 

 

 

10a Were any of the organization's gammg licenses revoked, suspended or termmated dunng the tax year?

If "Yes.? explain

Yes No

 

 

 

 

532032 09- 14-15

1708111

4 133855 AEA

24

Schedule (Form 990 or 990-EZ) 2015

2015.03030 AMERICAN ENERGY ALLIANCE

AEA 1

Schedule form 990 or 990-5a2015 AMERICAN ENERGY ALLIANCE Paqe 3

 

 

11 Dues the organization conduct gaming activmes nonmembers? CI Yes No
12 Is the organization a grantor, benefICIary or trustee of a trust or a member of a partnership or other entity formed
to administer charrtable gaming? Yes CI No
13 Indicate the percentage of gaming activity conducted in.
a The organization?s facmty 13a 
An outSIde fac?ity 13b 

 

 

 

14 Enter the name and address of the person who prepares the organization's gaming/special events books and records

 

 

Name 
Address 
15a Does the organization have a contract a third party from whom the organization receives gaming revenue? Yes I: No
If "Yes," enter the amount of gaming revenue received by the organization and the amount

of gaming revenue retained by the third party 
If "Yes," enter name and address of the third party

Name 

 

Address 

 

16 Gaming manager information

Name 

 

Gaming manager compensation 

Description of sewices prowded 

 

 

 

I: Director/officer Employee Independent contractor

17 Mandatory distributions
a Is the organization requwed under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? Yes No
Enter the amount of distributions reqwred under state law to be distributed to other exempt organizations or spent in the
organization's own exempt actIVities durinq the tax year 
[Part Supplemental Information. Prowde the explanations reqwred by Part I, line 2b, columns and and Part lines 9, 9b, 10b, 15b,
15c, 16, and 17b, as applicable Also prowde anLadditional information jsee instructionsL

SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS:

 

II) NAME OF FUNDRAISER: OAKHILL DIRECT COMMUNICATIONS

jI) ADDRESS OF FUNDRAISER: 8420 DORSEY CIRCLEL MANASSASL VA 20110

 

PART I, LINE 2B, COLUMN (V):
PAYMENTS TO FUNDRAISERS WERE FOR DIRECT MAIL (INCLUDING EMAIL), LIST

RENTAL, AND FUNDRAISING CONSULTING SERVICES

 

 

532033 09-14-15 Schedule (Form 990 or 2015
2 5
17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 

Schedule Form 990 or 990-EZ AMERICAN ENERGY ALLIANCE Part IV I Supplemental Information (continued)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule (Form 990 or 990-EZ)
532004
04-01-15

26
2015.03030 AMERICAN ENERGY ALLIANCE AEA 1

 

17081114 133855 AEA

 

    

OMB No 1545-0047

2015

Open to Public
Inspection

SCHEDULEI Grants and Other Assistance to Organizations,

(Form 990) Governments, and Individuals in the United States
Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22.

Department of the Treasury Attach to Form 990.

Intern? Raven? gem? Information about Schedule I Form 990 and its instructions is at 

Name of the organization Employer identification number

AMERICAN ENERGY ALLIANCE 26-2731617

I Part I General Information on Grants and Assistance

 

 

 

 

1 Does the organization maintain records to substantiate the amount of the grants or assmtance, the grantees' eligibility for the grants or as3istance, and the selection
criteria used to award the grants or assmtance?? KI Yes I: No
2 Describe in Pa_rt IV the organization's procedures for monitoring the use of q?t funds in the United States.
I Part I Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any
reCIpient that received more than $5,000 Part II can be duplicated if additional space Is needed.

1 Name and address of organization EIN IRC section Amount of Amount of
or government if applicable cash grant non-cash
a55istance

 

(1) Method of
valuation (book.
FMV. appraisal,

other)

(9) Description of Purpose of grant
non-cash aSSistance or aSSistance

 

AMERICAN COMMITTMENT GENERAL SUPPORT OF
1300 AVENUE, NW #190-4 ENERGY
WASHINGTON DC 20004 45?2500535 10000. 0, EFFORTS

 

AMERICANS FOR LIMITED GOVERNMENT GENERAL SUPPORT OF
10332 MAIN STREET, BOX 326 FREE-MARKET ENERGY
FAIRFAX VA 22030 36-3975580 20000. 0. EFFORTS

 

DOCTORS FOR DISASTER PREPAREDNESS GENERAL SUPPORT OF
1601 N. TUCSON BLVD. #9 FREE-MARKET ENERGY
TUCSON AZ 85716 59?2414338 10000. 0. EFFORTS

 

ENERGY POLICY NETWORK GENERAL SUPPORT OF
11773 DURRAND STREET FREE-MARKET ENERGY
COLLEGE STATION. TX 77845 47-3563555 200000, 0, EFFORTS

 

HISPANIC LEADERSHIP FUND GENERAL SUPPORT OF
1001 STREET, NW SUITE 300 FREE-MARKET ENERGY
WASHINGTON DC 20001 26-2383517 7500. 0. EFFORTS

 

INSTITUTE FOR ENERGY RESEARCH GENERAL SUPPORT OF
1155 15TH STREET, NW SUITE 900 ENERGY
WASHINGTON DC 20005 76-0149778 500000. 0 FFORTS
2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table 4 .
3 Enter totgj number of other organizations listed in the line 1 table 5 .
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2015)

 

 

 

 

 

 

 

 

532101
10-25-15 2 7

 

Schedule I (Form 990)

AMERI CAN ENERGY ALLIANCE

26?2731617

 _Part II I Continuation of Grants and Other Assustance to Governments and Organizations in the United States (Schedule I (Form 990). Part II 

 

Name and address of
organization or government

EIN

IRC section
If applicable

Amount of
cash grant

non-cash
aSSIstance

Amount of

Method of
valuation
(book, MV.
appraisal, other)

(9) Description of
non-cash 

orassmtance

Purpose of grant

 

NATIONAL BLACK CHAMBER OF COMMERCE

4400 JENIFER ST., NW SUITE 331
WASHINGTON DC 20015

35?1889294



15000.

GENERAL SUPPORT OF
FREE-MARKET ENERGY
EFFORTS

 

TAXPAYERS PROTECTION ALLIANCE
1401 STREET, NW SUITE 502
WASHINGTON DC 20005

45?0702828

501(c)(4)

7500.

GENERAL SUPPORT OF
ENERGY
EFFORTS

 

THE 60 PLUS ASSOCIATION, INC
515 KING STREETI NO 315
ALEXANDRIA VA 22314

54?1564919

501(c)(4)

37500.

GENERAL SUPPORT OF
FREE-MARKET ENERGY
EFFORTS

 

 

THE BUCKEYE INSTITUTE
33 BROAD STREET, SUITE 1120
COLUMBUS OH 43215

31-1278593

501(c)(3)

5000.

GENERAL SUPPORT OF
ENERGY
EFFORTS

 

 

 

 

 

 

 

 

 

 

 

 

 

532241
04~01-15

28

Schedule I (Form 990)

 

Schedule (Form 990u2015) AMERICAN ENERGY ALL IANCE Part Grants and Other Assistance to Domestic Individuals. Complete If the organization answered "Yes" on Form 990. Part iV, Ilne 22
Part can be dupllcated lf space as needed

Page 2

 

Type of grant or aSSIStance Number of Amount of Amount of non- Method of valuatlon of non-cash 
realplents cash grant cash aSSIStance (boo . FMV. appralsal, other)

 

 

 

 

 

 

 

 

 

 

 

Part Supplemental Information. Prowde the Informatlon regLUIred In Part I. llne 2. Part column 19), and any other Information
PART I, LINE 2:

THE ORGANIZATION MONITORS THE USE OF GRANTS FUNDS THROUGH PERSONAL CONTACTL
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.

 

 

 

 

532102 10-23-15 2 9 Schedule I (Form 990) (2015)

SCHEDULE Compensation Information omewo was-eon

(Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest 20 1 5
- . Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Department of the Treasury AttaCh to Form 990- Open to Buhlic
Internal Revenue Sewice _Llnformation about Schedule (Form 990) and its instructions is at Inspection
Name of the organization Employer identification number
AMERICAN ENERGY ALLIANCE 26?2731617
[Part I I Questions Regarding Compensation
Yes No
1a Check the appropriate box(es) if the organization prowded any of the followmg to or for a person listed on Form 990.
Part VII. Section A. [me la Complete Part to prowde any relevant information regarding these items.
First-class or charter travel Housmg allowance or re5idence for personal use
Travel for companions E3 Payments for busmess use of personal re5idence
Tax indemnification and gross-up payments Health or somal club dues or initiation fees
I: Discretionary spending account Personal sewices (e.g . maid, chauffeur, chef)
If any of the boxes on line 1a are checked. did the organization follow a written policy regarding payment or
reimbursement or provmion of all of the expenses described above? If complete Part to explain 1b
2 Did the organization requne substantiation prior to reimbursmg or allowmg expenses incurred by all directors,
trustees. and officers, including the CEO/Executive Director. regarding the items checked in line 1a? 2
3 Indicate which, if any. of the followmg the filing organization used to establish the compensation of the organization?s
CEO/Executive Director Check all that apply Do not check any boxes for methods used by a related organization to
establish compensation of the CEO/Executive Director, but explain in Part 
Compensation cammittee Written employment contract
I: Independent compensation consultant I: Compensation survey or study
Form 990 of other organizations El Approval by the board or compensation committee
4 During the year. did any person listed on Form 990. Part VII. Section A. line 1a, With respect to the filing
organization or a reiated organization
a Receive a severance payment or change-of-control payment? 4a 
PartICIpate in, or receive payment from, a supplemental nonqualified retirement plan? 4b 
PartICIpate in. or receive payment from, an eqUIty-based compensation arrangement? 4c 
If "Yes" to any of lines 4a-c. list the persons and prowde the applicable amounts for each item in Part 
Only section 501(c)(3). 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5 For persons listed on Form 990. Part VII. Section A. line 1a, did the organization pay or accrue any compensation
contingent on the revenues of.
a The organization? 53 
Any related organization? 5b 
If ?Yes" to line 5a or St). describe in Part 
6 For persons listed on Form 990. Part VII. Section A, line 1a. did the organization pay or accrue any compensation
contingent on the net earnings of.
a The organization? 6a 
Any related organization? 6b 
If "Yes" on line 6a or 6b, describe in Part 
7 For persons listed on Form 990. Part VII, Section A, line 1a. did the organization prowde any non-fixed payments
not described on lines 5 and 6? If "Yes." describe in Part 7 
8 Were any amounts reported on Form 990. Part VII, paid or accrued pursuant to a contract that was subject to the
initial contract exception described in Regulations section 53 If ?Yes." describe in Part 8 
9 If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in
Regulations section 53 9
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2015
532111
10-14-15
3 0

17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1

Schedule (Form 990) 2015



 

AMERICAN ENERGY ALLIANCE

Of?cers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies If additional space IS needed

26?2731617


a:


D.

i

For each IndIVldual whose compensation must be reported on Schedule J, report compensation from the organization on row (I) and from related organizations, described In the I?StruCthI?lS, on row (It)
Do not list any IndIVIduaIs that are not Ilsted on Form 990, Part VII

Note: The sum of columns for each listed must equal the total amount of Form 990. Part VII, Section A, line 1a. applicable column (D) and (E) amounts for that 

 

(A) Name and Title

(B) Breakdown of W-2 and/or 1099-MISC compensation

(C) Retirement and

 

Base
compensation

(ii) Bonus 
Incenhve
compensation

compensatlon

other deferred
(In) Other compensation
reportable

(D) Nontaxable
benefits

(E) Total of columns

(END)

(F) Compensation
In column (B)
reported as deferred
on prior Form 990

 

(1) THOMAS PYLE
PRESIDENT

209018.

75092.

7960.

16600.

308670.

 

69332.

24908.

2640.

5506.

102386.

 

(2) LISA WALLACE


105820.

50286.

6411.

11798.

174315.

 

62530.

29714.

3789.

6972.

103005.

 

(3) DAN KISH
SVP POLICY

118466.

10770.

5169.

0.

134405.

 

46534.

4230.

2031.

0.

52795.

 

(4) ROBERT BRADLEY
IER CHIEF EXECUTIVE OFFICE

10563.

1101.

485.

1011.

13160.

 

133287.

13899.

6115.

12747.

166048.

 

(5) HUBEL RELAT
UP AND GEN COUNSEL

118851.

34665.

0.

11886.

165402.

 

1149.

335115.

1599Iii)

 

 


an

 

 


60

 

 


an

 

 

 

 

 

 

 

 

 

 

 

 

GU

 

 

 

II)


 

 

 

 

 

 

 

 

 

532112
10-14-15

31

Schedule (Form 990) 2015

Schedule Form 99@ 2015 AMERICAN ENERGY ALL IANCE Page 3
LPart Ill Supplemental Information
Prowde the Information, explanation, or descriptions required for Part I, lines 1aand for Part II Also complete part for any additional Information

 

 

 

 

PART I, LINE 3:
THE AMERICAN ENERGY SHARES STAFF, FACILITIES AND OTHER
EXPENSES WITH THE INSTITUTE FOR ENERGY RESEARCH (IER), A RELATED 

ORGANIZATION. IER SERVES AS THE COMMON PAYMASTER AND ALL EMPLOYEES ARE

 

EMPLOYEES OF IER INCLUDING INDIVIDUAL REQUIRED TO BE LISTED ON SCHEDULE J.

 

AEA REPORTS ITS ALLOCABLE SHARE OF SALARIESJ PAYROLL TAXES AND 

REQUIREDJ IN THE FORM 990 AND RELATED SCHEDULES.

 

 

PART I, LINE 7:

THE INSTITUTE FOR ENERGY RESEARCH (IER). A RELATED ORGANIZATION
AND THE COMMON PAYMASTER, AWARDED AND PAID DISCRETIONARY PERFORMANCE BASED
INCENTIVE BONUSES IN 2015 TO CERTAIN INDIVIDUALS LISTED IN PART VII, WHICH
IN THE AGGREGATE TOTALLED $255,000. THESE BONUSES WERE ALLOCATED

PROPORTIONATELY BASED ON SALARY ALLOCATED TO EACH ORGANIZATION.

 

 

 

 

Schedule (Form 990) 2015

532113
10-14-15 3 2

. OMB No 1545-0047
Supplemental Information to Form 990 or 990- E2 
Complete to provide information for reSponses to Specific questions on 20 15
Form 990 or 990-EZ or to provide any additional information.
Department of the Treasury Attach to Form 990 or 990-EZ. Open to Public
Internal Revenue Serwce Information about Schedule 0 For 990 or 990-EZ and Its nstructtons is at In?pection
Name of the organization Employer identification number

AMERICAN ENERGY ALLIANCE 26?2731517

SCHEDULEO
(Form 990 or 990-EZ)

  
 
     

 

 

 

 

FORM I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

IS A RELATED ORGANIZATION OF THE INSTITUTE FOR ENERGY RESEARCH.

 

FORM 990, PART LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

EMPOWER ENERGY CONSUMERS TO ENCOURAGE POLICYMAKERS

 

TO SUPPORT POLICIES THAT LEAD TO AND RELIABLE

 

ENERGY.

 

 

FORM 990L PART VI, SECTION A, LINE 7A:

 

THE BOARD OF DIRECTORS OF THE AMERICAN ENERGY ALLIANCE IS APPOINTED BY THE

 

INSTITUTE FOR ENERGY RESEARCH.

 

FORM 990, PART VI, SECTION B, LINE 11:

THE FORM 990 WAS PREPARED BY AN OUTSIDE CPA FIRM AND REVIEWED BY MANAGEMENT
FOR ACCURACY. THE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS OF AEA
PRIOR TO FILING. THE FORM 990 WAS 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 ADRESS THE CONFLICT.
INDIVIDUALS COVERED UNDER THIS POLICY INCLUDE OFFICERS, DIRECTORS AND A

MEMBER OF A COMMITTEE WITH BOARD DELGATED POWERS. CONFLICTS WHICH MUST BE

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule 0 (Form 990 or 990-EZ) (2015)
532211
09-0245

33
17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 

Schedule 0 (Form 990 or QQO-EZ) (2015) Page 2
Name of the organization Employer identification number

AMERICAN ENERGY ALLIANCE 26?2731617

 

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 
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 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 
BOARD OF DIRECTORS, BUT MAY NOT BE INVOLVED IN THE DELIBERATION AND FINAL

VOTE OR ACTION OF THE BOARD OF DIRECTORS.

 

 

FORM 990, PART SECTION B, LINE 15:

THE COMPENSATION OF THE PRESIDENT AND TOP MANAGEMENT IS DETERMINED BY THEIR

 

INSTITUTE FOR ENERGY RESEARCH, AND THE AND TOP

SALARY IS ALLOCATED TO THE ORGANIZATION BASED ON TIME AND

 

ATTENDANCE RECORDS. THE PROCESS USED BY IER TO DETERMINE THE COMPENSATION
OF THE CEO IS BASED UPON COMPARABLE SALARIES FOR EXECUTIVES WITH SIMILAR

EXPERIENCE AND RESPONSIBILITIES IN THE NONPROFIT SECTOR AND IS APPROVED BY
532212 09-02-15 Schedule 0 (Form 990 or 990-EZ) (2015)

34
17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1

 

Schedule O_(_Form 990 or QQD-EZ) (2015L Page 2
Name of the organizatlon Employer identification number

AMERICAN ENERGY ALLIANCE 26-2731617

 

THE EXECUTIVE COMMITTEE OF BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE
REPORTS TO THE 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 PART VI, LINE 11, LIST OF STATES RECEIVING COPY OF FORM 990:




 

FORM 990, PART VI, SECTION 19:

THE ORGANIZATION, 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 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

532212 09-0245 Schedule 0 (Form 990 or 990-EZ) (2015)

35
17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1

 

Schedule 0 (Form 990 or 990-EZ) (2015) Page 2
Name of the organization Employer identification number

AMERICAN ENERGY ALLIANCE 26?2731617

 

THESE DOCUMENTS TO AN OUTSIDE PARTY.

 

FORM 990, PART IX, LINE 11G, OTHER FEES:

CONSULTANTS - PROGRAM:

 

 

 

PROGRAM SERVICE EXPENSES 435264.
MANAGEMENT AND GENERAL EXPENSES 0.
FUNDRAISING EXPENSES 6000.
TOTAL EXPENSES 441264.

 

 

CONSULTANTS 

 

 

 

PROGRAM SERVICE EXPENSES 64000.
MANAGEMENT AND GENERAL EXPENSES 0.
FUNDRAISING EXPENSES 1000.
TOTAL EXPENSES 65000.

 

 

CONSULTANTS - NEW MEDIA

 

 

 

 

 

 

 

 

 

 

 

 

 

PROGRAM SERVICE EXPENSES 136620.
MANAGEMENT AND GENERAL EXPENSES 0.
FUNDRAISING EXPENSES 1380.
TOTAL EXPENSES 138000.
OTHER:

PROGRAM SERVICE EXPENSES 12960.
MANAGEMENT AND GENERAL EXPENSES 0.
FUNDRAISING EXPENSES 0.
TOTAL EXPENSES 12960.
TOTAL OTHER FEES ON FORM 990, PART LINE A 657224.
532212 09-02-15 3 6 Schedule 0 (Form 990 or 990-EZ) (2015)

17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1

Schedute 0 (Form 990 or 990-EZ) (2015) Pagg 2
Name of the organization Employer identificatlon number

AMERICAN ENERGY ALLIANCE 26?2731617

 

FORM 9901 PART XI, LINE 9, CHANGES IN NET ASSETS:

ROUNDING 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

532212 09-02-15 Schedule 0 (Form 990 or 990-EZ) (2015)
37
17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1

 

OMB NO 1545-0047

 

SCHEDULE Related Organizations and Unrelated Partnerships

(Form 990) 5 Complete if the organization answered ?Yes" on Form 990, Part line 33, 34, 35bDepartment of the Treasur AttaCh to Form 990 Open to PUDlic
. . . . -

Internal Revenue Service Llnformation about Schedule Form 990 and its Instructions is at 

Name of the organization Employer identification number

AMERICAN ENERGY ALLIANCE 26?2731617

Part I Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV. line 33

 

 

 

 

(C) (9) (fl
Name. address. and EIN (if applicable) Primary actIVity Legal domiCIle (state or Total income End-of-year assets Direct controlling
of disregarded entity foreign country) entity

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990. Part IV. line 34 because it had one Or more related tax-exempt
organizations during the tax year.

I (n 
Name, address, and EIN Primary actwity Legal domICIIe (state or Exempt Code Public charity Direct controlling controlled

of related organization foreign country) section status (if section entity entity?
501(c)(3)) Yes a

Part II

 

 

 

INSTITUTE FOR ENERGY RESEARCH 76?0149778
1155 15TH STREET NW, STE. 900
WASHINGTON DC 20005 EDUCATIONAL TEXAS LINE 7 NA 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2015

i 532
09-33915 LHA 3 8

Schedule (Form 990) 2015

Part 

AMERICAN ENERGY ALLIANCE

Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV. line 34 because it had one or more related
organizations treated as a partnership during the tax year

26*2731617

Page 2

 

Name, address. and EIN
of related organization



03)

Primary actIVIty

(Cl
Legal
dornicue
(state or
foreign
country)



Direct controlling

entity


Predominant income
(related, unrelated.
excluded from tax under
sections 512-514)

Share of total
income



Share of
end-of-year
assets

(hl
Dispropnrtinnale
allocations?



 

Yes No

Code V-UBI
amount in box
20 of Schedule
K-1 (Form 1065)

(1)
General or
managing
partner?

 

Yes No



Percentage

ownership

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV. line 34 because it had one or more related
organizations treated as a corporation or trust during the tax year.

 


Name, address, and EIN
of related organization



Primary actiwty

(Cl

Legal domicue
(state or
foreign
country)



Direct controlling
entity


Type of entity
(C corp. corp.
or trust)



Share of total
income

(9)
Share of
end-of?year
assets


Percentage
ownership

(0

Section
512(bx13)
controlled

entity?

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

532162 09?08- 15

39

Schedule (Form 990) 2015

Schedule (Form 990) 2015 AMERICAN ENERGY ALLIANCE Page 3

Part Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990. Part IV, line 34, 35b. or 36

 

0


Note. Complete line 1 if any entity is listed in Parts II. or IV of this schedule Yes

 

 

During the tax year, did the organization engage in any of the followmg transactions With one or more related organizations listed in Parts ll-IV?
Receipt of interest. (ii) annUIties. royalties, or (iv) rent from a controlled entity 1a
Gift, grant, or capital contribution to related organization(s) 1b 
Gift. grant. or capital contribution from related organization(s) 1c
Loans or loan guarantees to or for related organization(s) 1d 
Loans or loan guarantees by related organization(s) 1e

 

 

 

 



 

DiVidends from related organization(s) 1f
Sale of assets to related organization(s) 19
Purchase of assets from related organization(s) 1h

 

 



 

Exchange of assets With related organization(s) 1i
Lease of faculties, equipment. or other assets to related organization(s) 1]

 

 

.1

Lease of facrlities. equrpment. or other assets from related organization(s) 1k
Performance of sewices or membership or fundraismg solimtations for related organization(s) 1 
Performance of serwces or membership or fundraismg solicnations by related organization(s) 1m
Sharing of facrlities. eqUipment. mailing lists. or other assets With related organization(s) 1n 
Sharing of paid employees With related organization(s) 10 

 

 

>4 >4 NMN

 

 

Eco

 

Reimbursement paid to related organization(s) for expenses 1p 
Reimbursement paid by related organization(s) for expenses 1q 

D.

 



 

Other transfer of cash or property to related organization(s) 1r
5 Other transfer of cash or progeny from related organization(s) 15
If the answer to any of the above IS "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds

(C) 

Name Of related organization Transaction Amount involved Method of determining amount involved
type 

 

 

 

 

NM

 

 

 

QJINSTITUTE FOR ENERGY RESEARCH 500000.ACTUAL COST

 

FOR ENERGY RESEARCH 212152.ACTUAL COST

 



FOR ENERGY RESEARCH 1451027.ACTUAL COST

 

FOR ENERGY RESEARCH 62879.ACTUAL COST

D-i

 

(5)

 

 

 

 



 

532163 09-03-15 4 0 Schedule (Form 990) 2015

cl

Schedule R_(Eorm 999) 2015 AMERICAN ENERGY ALLIANCE Paqe_4

Part VI Unrelated Organizations Taxable as a Partnership Complete If the organlzatlon answered ?Yes" on Form 990. Part IV, km 37

 

Prowde the followmg Informatlon for each entity taxed as a partnership through the organization conducted more than five percent of Its (measured by total assets or revenue)
that was not a related organization See Instructions regarding exclusuon for certain Investment partnerships

to) m" (0 (9) (I) (D 
Name, address. and EN Primary Legal domICIle P(recllom&nant Incogne pasraqir?s?ic Share of Share of Diaggoaggr- Cod? 20 General or Percentage
re ate ,unrelate amoun an ox managlng

of entity (state or foreign excluded from lax under or SS total and of year allocamsv of Schedule K-1 when 

country) sections 512-514) Yes No Income assets Yes No (Form 1055) Yes No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule (Form 990) 2015

532164
09-03-15 4 

Schedule ?orm egogns AMERICAN ENERGY ALLIANCE Page 5
I Part I Supplemental Information

Provmde Informatuon for reggmses to questions on Schedule (see 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

532195 09-08-15 Schedule (Form 990) 2015
42
17081114 133855 AEA 2015.03030 AMERICAN ENERGY ALLIANCE AEA 1