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990

Form

Internal Revenue Service

A For the 2011 calendar year, or tax year beginning


Check ,r
appl1cable

AMERICAN

ENERGY

D Employer identification

return

orerm1nated
DAmended
return
DAppl1cat1on
pending

C
Ill
C

..

Trust

I Part JI Summary
u

400

PYLE

)~

(insert no)
.ORG

Assoc1at1on

for affiliates?
0Yes
CXJNo
H(b) Are all aff1l1ates
included?
Yes
No

4947(a)(1) or

527

I L Yearof formation 2 0 0 BlM Stateof leaaldom1c1leDC

Other....

AMERICAN
Briefly describe the organization's m1ss1onor most s1gn1f1cantact1v1t1es:THE
IS
AN EDUCATIONAL
ADVOCACY
AND
GRASSROOTS
(AEA}

ENERGY
ALLIANCE
ORGANIZATION.

all

Number of independent voting members of the governing body (Part VI, lme 1b)

en
GI

s:
:;::;
u
<C

GI
:I
C
GI

>
GI

a:

b Net unrelated business taxable income from Form 990-T, lme 34


8

Contributions and grants (Part VIII, line 1h)

9
10
11

Program service revenue (Part VIII, line 2g)

Other revenue (Part VIII, column (A), lines 5, 6d, Sc, 9c, 10c, and

~~t~1y~~

....

~<I)

rc:,O~
a,~

991,506.

'

""-o

Total liab11it1es
(Part X, line 26)

_z~

Net assets or fund balances. Subtract line 21 from line 20

22

5,869.
0.
997,375.
400,000.
0.
294,792.
0.

826,059.
1,019,928.
1,639,301.

1,051,094.
1,745,886.
-748,511.

Beainnina of CurrentYear

"'"' 21
l!C'\"'a,
Oa,c:

0.

8,449.
uu
243.
L,059,229.
0
0.
193,869.
0.

OGDEN

Total assets (Part X, line 16)

Current Year

0.

-=
n """"'

20

GI

7a
7b

I !fl

17
18
19

14
en 15
GI
en 16a
C

--

F IJJ Year

1e1
Total revenue add lines 8 throuah 11 (must eaual Part VIII, column (Al, line 12)
Grants and s1m1laramounts paid (Part IX, column (A), lines 1-3)
Benefits paid to or for members (Part IX, column (A), line 4)
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)
Professional fundra1s1ngfees (Part IX, column (A), line 11e)
59,865
Total fundra1s1ngexpenses (Part IX, column (D), line 25)
Other expenses (Part IX, column (A), lines 11a-11d, 11f24e)
Total expenses. Add lines 1317 (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 18 from line 12

13

4
4
0
0
0
0.

NOV51 41; '/'Jy~ 2 ~((j>0,537.

Investment income (Part VIII, column (A), Imes 3, 4, and 7d)

12

a.
)(
w

.....

AEA

Total number of md1v1dualsemployed In calendar year 2011 (Part V, line 2a)


6 Total number of volunteers (estimate If necessary)
7 a Total unrelated business revenue from Part VIII, column (C), line 12

If "No," attach a 11st(see instructions)


H(c) Grouo exemption number ....

:;::;

>

0
C,

997,375.

H(a) Is this a group return

Check this box .... D


1fthe organization discontinued its operations or disposed of more than 25% of its net assets
Number of voting members of the governing body (Part VI, line 1a)
3

GI

~c:

202-621-2940

G Gross receipts$

F Name and address of pnnc1pal off1cer:THOMAS


SAME
AS
C ABOVE

501(c)(3) [Kl 501(c) (


I Tax-exempt status:
J Website: .... WWW .AMERICANENERGYALLIANCE

GI

26-2731617
1.Room/suite E Telephone number

City or town, state or country, and ZIP+ 4


WASHINGTON,
DC
20005

K Form of oraamzat1on[X] Corporation D

number

ALLIANCE

Doma Business As
Number and street (or PO box 1fma1l1snot deliveredto streetaddress)
1100 H STREET,
NW

01nit1al

Open to Public
fn$pfl!i;:tion

and ending

C Name of organ1zat1on

DAddress
change
oName
change

2011

Under section 501 (c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung
benefit trust or private foundation)
.... The organ1zat1onmay have to use a copy of this return to satisfy state reporting requirements.

Department of the Treasury

0MB No 1545-0047

. Return of Organization Exempt From Income Tax

1,947,678.
109,718.
1,837,960.

End of Year

1,227,606.
138,157.
1,089,449.

Part H I Signature Block

Under penaltiesof perJury,I declarethat I haveexaminedthis return, includingaccompanyingschedulesand statements,and to the best of my knowledgeand belief,1t1s
@)rue. correct, and complete D

arat10 of preparer(other than officer) 1sbasedon all mformat1onof which preparerhas any knowledge

ii...

~Sign

,.

S1gnatu
re o o 1

~Here

THOMAS
PYLE,
PRESIDENT
Typeor print nameand title

Date

Paid
Preparer

Prmt/Typepreparer'sname
OBERT
COCCHIARO
COCCHIARO

UseOnly

F1rm'saddress....

211

NORTH

ALEXANDRIA,

11\:,h"LDate

I (&

ASSOC!

UNION
VA

TES
STREET,

SUITE

100

2 2 314

Phoneno

70 3-519-122
[X]

May the IRS discuss this return with the preparer shown above? (see instructions)
132001 01-23-12

SEE

LHA For Paperwork Reduction Act Notice, see the separate instructions.
SCHEDULE
O FOR
ORGANIZATION
MISSION
STATEMENT

Yes

No

Form 990 (2011)


CONTINUATION

26-2731617

AMERICAN ENERGY ALLIANCE

Form 990 2011

~e2

Part 1H Statement of Program Service Accomplishments


1

Check 1fSchedule O contains a response to any question 1nthis Part Ill


Briefly describe the organization's m1ss1on:

AEA IS AN EDUCATIONAL ADVOCACYAND GRASSROOTS ORGANIZATION. AEA IS A


SUBSIDIARY OF THE INSTITUTE FOR ENERGY RESEARCH. AEA'S MISSION IS TO
ENLIST, EDUCATE, AND EMPOWER ENERGY CONSUMERS TO ENCOURAGE
POLICYMAKERS TO SUPPORT POLICIES THAT LEAD TO ABUNDANT, AFFORDABLE AND
2

Did the organ1zat1onundertake any s1gn1f1cantprogram services during the year which were not listed on
the prior Form 990 or 990-EZ?
If "Yes,' describe these new services on Schedule 0.
Did the organization cease conducting, or make s1gn1f1cantchanges in how 1tconducts, any program services?
If "Yes," describe these changes on Schedule 0.

Oves

00No

Oves

00No

Describe the organ1zat1on'sprogram service accomplishments for each of its three largest program services, as measured by expenses.
Section 501 (c)(3) and 501 (c)(4) organ1zat1onsand section 4947(a)(1) trusts are required to report the amount of grants and allocations to
others, the total expenses, and revenue, If any, for each program service reported.

4a

) (Expenses $
9 3 9 1 7 2 5 including grants of$
4 0 0 , 0 0 0 ) (Revenue$
)
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.

4b

(Code

(Code

) (Expenses $

598 1 927

including grants of$

) (Revenue$

ADVOCACY: AEA'S LEGISLATIVE AND PUBLIC POLICY ADVOCACYTA_K_E_P_L_A_C_E_A_T


__
BOTH THE STATE AND NATIONAL LEVEL.
AEA'S ADVOCACYEFFORTS 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, ABUNDANTAND
RELIABLE ENERGY FOR AMERICA'S CONSUMERS AND BUSINESSES.

4c

(Code
) (Expenses$
9 7 1 116 Including grants of$ --------) (Revenue$-------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.

4d

Other program services (Describe 1nSchedule 0.)

4e

Total program service expenses~

including grants of$

(Expenses$

) (Revenue$

1,635,768.
Form 990 (2011)

132002
02-09-12

12491106

133855

AEA

2011.03040

AMERICAN ENERGY ALLIANCE

AEA

AMERICAN ENERGY ALLIANCE


Form 990 (20111
I Part lV l Checklist of Required Schedules

26 - 2731617

Paae3
Yes

No

Is the organization described 1nsection 501 (c)(3) or 4947(a)(1) (other than a private foundation)?

2
3

If "Yes," complete Schedule A

Is the organ1zat1onrequired to complete Schedule B, Schedule of Contnbutorsl

X
X

Did the organization engage in direct or 1nd1rectpol1t1calcampaign act1v1t1eson behalf of or 1noppos1t1onto candidates for

Section 501 (c)(3) organizations.

Did the organ1zat1onengage 1nlobbying act1v1t1es,or have a section 501 (h) election in effect
4

during the tax year? If "Yes," complete Schedule C, Part II


5

public office? If "Yes," complete Schedule C, Part I

Is the organ1zat1ona section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues, assessments, or
s1m1laramounts as defined in Revenue Procedure 9819? If "Yes," complete Schedule C, Part Ill

Did the organ1zat1onmaintain any donor advised funds or any s1m1larfunds or accounts for which donors have the right to
provide advice on the d1stribut1on or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I

10

Did the organization receive or hold a conservation easement, 1nclud1ngeasements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II

Did the organization maintain collections of works of art, historical treasures, or other s1m1larassets? If "Yes," complete
Schedule D, Part Ill

Did the organ1zat1onreport an amount in Part X, line 21; serve as a custodian for amounts not listed 1nPart X; or provide
credit counseling, debt management, credit repair, or debt negot1at1onservices? If "Yes," complete Schedule D, Part JV

10

Did the organ1zat1on,directly or through a related organ1zat1on,hold assets 1ntemporarily restricted endowments, permanent
endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V

11

If the organ1zat1on'sanswer to any of the following questions 1s"Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X
as applicable.
a Did the organ1zat1onreport an amount for land, bu1ld1ngs,and equipment 1nPart X, line 1O? If "Yes," complete Schedule D,
Part VI

11a

b Did the organ1zat1onreport an amount for investments other securities 1nPart X, line 12 that 1s5% or more of its total
assets reported 1nPart X, line 16? If "Yes," complete Schedule D, Part VII
C

Did the organ1zat1onreport an amount for investments

11b

11c

11d

X
X

program related 1nPart X, line 13 that 1s5% or more of its total

assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII
d Did the organization report an amount for other assets 1nPart X, line 15 that 1s5% or more of its total assets reported 1n
Part X, line 16? If "Yes," complete Schedule D, Part IX
e Did the organ1zat1onreport an amount for other liab11it1es
In Part X, line 25? If "Yes," complete Schedule D, Part X
f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses

11e

the organ1zat1on'sliability for uncertain tax pos1t1onsunder FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X

111

12a

X
X

12a

Did the organ1zat1onobtain separate, independent audited f1nanc1alstatements for the tax year? If "Yes," complete
Schedule D, Parts XI, XII, and XIII

b Was the organ1zat1onincluded in consolidated, independent audited financial statements for the tax year?
If "Yes," and if the organization answered "No" to /me 12a, then completing Schedule D, Parts XI, XII, and XIII is optional
Is the organ1zat1ona school described in section 170(b)(1)(A)(11)?
If "Yes," complete Schedule E

12b

13
14a

Did the organization maintain an office, employees, or agents outside of the United States?

14a

X
X

14b

15

16

17

18

complete Schedule G, Part Ill

19

Did the organization operate one or more hospital fac11it1es?If "Yes," complete Schedule H

20a

X
X

13

b Did the organ1zat1onhave aggregate revenues or expenses of more than $10,000 from grantmaking, fundra1s1ng,business,
investment, and program service act1v1t1esoutside the United States, or aggregate foreign investments valued at $100,000
or more? If "Yes," complete Schedule F, Parts I and IV
Did the organ1zat1onreport on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organ1zat1on

15

or entity located outside the United States? If "Yes," complete Schedule F, Parts II and IV
Did the organ1zat1onreport on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to 1nd1v1duals

16

located outside the United States? If "Yes," complete Schedule F, Parts Ill and IV
Did the organization report a total of more than $15,000 of expenses for professional fundra1s1ngservices on Part IX,

17

column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I


18

Did the organization report more than $15,000 total of fundra1s1ngevent gross income and contributions on Part VIII, lines

19

Did the organization report more than $15,000 of gross income from gaming act1v1t1eson Part VIII, line 9a? If "Yes,"

1c and Ba? If "Yes," complete Schedule G, Part II

20a

b If 'Yes' to line 20a did the oraan1zat1onattach a coov of its audited f1nanc1alstatements to this return?

20b
Form 990 (2011)

132003
01-23-12

12491106

133855

AEA

2011.03040

AMERICAN ENERGY ALLIANCE

AEA

AMERICAN ENERGY ALLIANCE


Form 990 120111
I Part IV l Checklist of Required Schedules (contmued)

26 - 2731617

Paae4
Yes

21

Did the organ1zat1onreport more than $5,000 of grants and other assistance to any government or organization in the

22

Did the organization report more than $5,000 of grants and other assistance to 1nd1v1duals1nthe United States on Part IX,

United States on Part IX, column (A), line 1? If "Yes," complete Schedule/, Parts I and II
column (A), line 2? If "Yes," complete Schedule I, Parts I and Ill
23

21

No

X
X

22

Did the organization answer 'Yes' to Part VII, Section A, line 3, 4, or 5 about compensation of the organ1zat1on'scurrent
and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete
Schedu/eJ

24a

23

Schedule K. If "No", go to /me 25

24a

b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
C

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

Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?

d Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?
25a Section 501 (c)(3) and 501 (c)(4) organizations. Did the organization engage 1nan excess benefit transaction with a
d1squalif1edperson during the year? If "Yes," complete Schedule L, Part I

24b
24c
24d
25a

25b

26

27

28a
28b

X
X

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 1nd1rectowner? If "Yes," complete Schedule L, Part IV

28c

29

Did the organ1zat1onreceive more than $25,000 In non-cash contributions? If "Yes," complete Schedule M

29

X
X

30

Did the organ1zat1onreceive contributions of art, historical treasures, or other s1m1larassets, or qual1f1edconservation
contributions? If "Yes," complete Schedule M

30

31

Did the organ1zat1onl1qu1date,terminate, or dissolve and cease operations?


If "Yes," complete Schedule N, Part I

31

32

Did the organ1zat1onsell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete
Schedule N, Part II

32

33

Did the organ1zat1onown 100% of an entity disregarded as separate from the organization under Regulations
sections 301.77012 and 301.77013? If "Yes," complete Schedule R, Part I

33

34

Was the organ1zat1onrelated to any tax-exempt or taxable entity?

b Is the organ1zat1onaware that 1tengaged in an excess benefit transaction with a d1squal1f1edperson in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete
Schedule L, Part I
26

Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or d1squalif1ed
person outstanding as of the end of the organ1zat1on'stax year? If "Yes," complete Schedule L, Part II

27

Did the organ1zat1onprovide 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

28

Was the organ1zat1ona party to a business transaction with one of the following parties (see Schedule L, Part IV
instructions for applicable filing thresholds, cond1t1ons,and exceptions):
a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV
b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV
C

35a

34

Did the organ1zat1onhave a controlled entity within the meaning of section 512(b)(13)?

35a

35b

b Did the organ1zat1onreceive any payment from or engage 1nany transaction with a controlled entity w1th1nthe meaning of
section 512(b)(13)? If "Yes," complete Schedule R, Part V, /me 2
36

Section 501 (c)(3) organizations.

D1dthe organ1zat1onmake any transfers to an exempt non-charitable related organ1zat1on?

If "Yes," complete Schedule R, Part V, /me 2

37

36

Did the organ1zat1onconduct more than 5% of its act1v1t1esthrough an entity that 1snot a related organ1zat1on
and that 1streated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI

38

If "Yes," complete Schedule R, Parts II, Ill, IV, and V, /me 1

Did the organization complete Schedule O and provide explanations In Schedule O for Part VI, lines 11 and 19?
Note. All Form 990 filers are reau1red to comolete Schedule 0

37

38

Form 990 (2011)

132004
01-23-12

12491106

133855

AEA

2011.03040

AMERICAN ENERGY ALLIANCE

AEA

Part V

26-2731617

AMERICAN ENERGY ALLIANCE

Form 990 2011

Pa

e5

Statements Regarding Other IRS Filings and Tax Compliance

Check 1fSchedule O contains a response to any question 1nthis Part V


1a Enter the number reported in Box 3 of Form 1096. Enter -0 If not applicable

I 1a I

Yes

No

19

b Enter the number of Forms W2G included In line 1a. Enter O If not applicable
1b
Did the organ1zat1oncomply with backup w1thhold1ng rules for reportable payments to vendors and reportable gaming

(gambling) winnings to pnze winners?

1c

2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements,
filed for the calendar year ending with or w1th1nthe year covered by this return

I 2a I

b If at least one 1sreported on line 2a, did the organization file all required federal employment tax returns?

2b

Note. If the sum of lines 1a and 2a 1sgreater than 250, you may be required to e-flle (see instructions)
3a Did the organ1zat1onhave unrelated business gross income of $1,000 or more during the year?
b If 'Yes,' has 1tfiled a Form 990-T for this year? If "No," provide an explanation m Schedule 0

3a
3b

4a At any time during the calendar year, did the organ1zat1onhave an interest 1n,or a signature or other authority over, a
f1nanc1alaccount 1na foreign country (such as a bank account, securities account, or other financial account)?

4a

5a

X
X

b If 'Yes,' enter the name of the foreign country:~


See 1nstruct1onsfor filing requirements for Form TD F 9022.1, Report of Foreign Bank and F1nanc1alAccounts.
5a Was the organ1zat1ona party to a proh1b1tedtax shelter transaction at any time during the tax year?
b Did any taxable party notify the organ1zat1onthat 1twas or 1sa party to a proh1b1tedtax shelter transaction?
C

6a

5b

If 'Yes,' to line Sa or Sb, d1d the organization file Form 8886-T?

5c

Does the organ1zat1onhave annual gross receipts that are normally greater than $100,000, and did the organ1zat1onsolicit
any contributions that were not tax deductible?

b If 'Yes,' did the organ1zat1oninclude with every sohc1tat1onan express statement that such contributions or gifts
were not tax deductible?
7

Organizations

that may receive deductible contributions

6a

6b

under section 170(c).

a Did the organizationreceivea paymentin excessof $75 made partly as a contributionand partly for goods and servicesprovidedto the payor? 7a
b If 'Yes,' d1d the organization notify the donor of the value of the goods or services provided?
7b
C Did the organ1zat1onsell, exchange, or otherwise dispose of tangible personal property for which 1twas required
to file Form 8282?

d If 'Yes," indicate the number of Forms 8282 filed during the year
1d
e Did the organ1zat1onreceive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
f

Did the organ1zat1on,during the year, pay premiums, directly or indirectly, on a personal benefit contract?
g If the organ1zat1onreceived a contribution of qualified intellectual property, d1d the organ1zat1onfile Form 8899 as required?

h If the organization received a contribution of cars, boats, airplanes, or other vehicles, d1d the organ1zat1onfile a Form 1098-C?
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting
organization,or a donor advisedfund maintainedby a sponsoring organization,haveexcessbusinessholdings at any time during the year?
Sponsoring organizations maintaining donor advised funds.

a Did the organization make any taxable d1stribut1ons under section 4966?
b Did the organ1zat1onmake a d1stribut1onto a donor, donor advisor, or related person?
10
Section 501 (c)(7) organizations. Enter:
a lnit1at1onfees and capital contributions included on Part VIII, line 12
b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club fac1ht1es
Section 501 (c)(12) organizations. Enter:
11
a Gross income from members or shareholders
b Gross income from other sources (Do not net amounts due or paid to other sources against

a Is the organ1zat1onlicensed to issue qualified health plans 1nmore than one state?
Note. See the 1nstruct1onsfor add1t1onal1nformat1onthe organization must report on Schedule 0.
b Enter the amount of reserves the organ1zat1on1srequired to maintain by the states 1nwhich the
organ1zat1on1slicensed to issue qualified health plans
C

Enter the amount of reserves on hand

7e
7f
7Q
7h

8
9a
9b

I 1oa I
10b
11a

amounts due or received from them.)


11b
12a Section 494 7(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year
Section 501 (c)(29) qualified nonprofit health insurance issuers.
13

7c

I 12b I

12a

13a

I 13b I
13c

Did the organ1zat1onreceive any payments for indoor tanning services during the tax year?
b If 'Yes has 1tfiled a Form 720 to report these oavments? If "No" orov1de an exolanat1on m Schedule 0

14a

14a
14b

Form990 (2011)
132005
01-23-12

12491106

133855

AEA

2011.03040

AMERICAN ENERGY ALLIANCE

AEA

Form990

AMERICAN ENERGY ALLIANCE

2011

26-2731617

Pa e6

Part VI Governance, Management, and Disclosure

For each "Yes" response to Imes 2 through 7b below, and for a "No" response
to ltne Ba, Bb, or 1Ob below, descnbe the circumstances, processes, or changes tn Schedule 0. See tnstruct1ons.

00

Check 1fSchedule O contains a response to any question In this Part VI

Section A. Governing Body and Management


Yes

1a Enter the number of voting members of the governing body at the end of the tax year
If there are materialdifferencesin voting rights among membersof the governingbody, or 1fthe governing

1a

No

body delegatedbroad authority to an executivecommittee or s1m1lar


committee,explainin Schedule0
1b
b Enter the number of voting members included 1n line 1a, above, who are independent
2
Did any officer, director, trustee, or key employee have a family relat1onsh1por a business relat1onsh1pwith any other

4
X

officer, director, trustee, or key employee?


Did the organization delegate control over management duties customarily performed by or under the direct superv1s1on

of officers, directors, or trustees, or key employees to a management company or other person?


4

Did the organ1zat1onmake any s1gn1f1cantchanges to its governing documents since the prior Form 990 was filed?

Did the organ1zat1onbecome aware during the year of a s1gn1f1cantd1vers1onof the organ1zat1on'sassets?

Did the organ1zat1onhave members or stockholders?


6
7a Did the organ1zat1onhave members, stockholders, or other persons who had the power to elect or appoint one or
more members of the governing body?

X
X
X

7a

b Are any governance dec1s1onsof the organ1zat1onreserved to (or subject to approval by) members, stockholders, or
persons other than the governing body?
8

D1dthe organizationcontemporaneouslydocumentthe meetingsheld or written actions undertakenduring the year by the following
a The governing body?
b Each committee with authority to act on behalf of the governing body?

7b

X
X

8a
8b

Is there any officer, director, trustee, or key employee listed 1n Part VII, Section A, who cannot be reached at the
oraanizat1on's ma1l1naaddress? If "Yes "orov1de the names and addresses tn Schedule 0

Section B. Policies

(This Section B reauests tnformat1on about ool1c1esnot reawred bv the Internal Revenue Code)

Yes

1Oa Did the organization have local chapters, branches, or aff1l1ates?

No

10a

b If "Yes,' d1d the organization have written policies and procedures governing the act1v1t1esof such chapters, affiliates,
and branches to ensure their operations are consistent with the organ1zat1on'sexempt purposes?
11a Has the organ1zat1onprovided a complete copy of this Form 990 to all members of its governing body before filing the form?
b Describe 1n Schedule O the process, 1fany, used by the organization to review this Form 990.

10b
11a

12a Did the organ1zat1onhave a written conflict of interest policy? If "No," go to ltne 13
b Wereofficers,directors, or trustees,and key employeesrequiredto disclose annuallyintereststhat could give rise to conflicts?

12a
12b

X
X

tn Schedule O how this was done

12c

13

Did the organ1zat1onhave a written wh1stleblower policy?

13

14

Did the organ1zat1onhave a written document retention and destruction policy?

14

X
X
X

15

Did the process for determining compensation of the following persons include a review and approval by independent

Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," descnbe

persons, comparab1l1tydata, and contemporaneous substant1at1on of the del1berat1onand dec1s1on?


a The organ1zat1on'sCEO, Executive Director, or top management off1c1al

15a

b Other officers or key employees of the organization

15b

16a

X
X

If 'Yes' to line 15a or 15b, describe the process 1n Schedule O (see 1nstruct1ons).
Did the organ1zat1oninvest 1n,contribute assets to, or part1c1pate1na Joint venture or s1m1lararrangement with a
taxable entity during the year?

16a

b If "Yes," did the organization follow a written policy or procedure requmng the organ1zat1onto evaluate its part1c1pat1on
1nJoint venture arrangements under applicable federal tax law, and take steps to safeguard the organ1zat1on's
exemot status with resoect to such arranaements?

16b

Section C. Disclosure
17

LJst the states with which a copy of this Form 990 1srequired to be filed ....AL,

18

Section 6104 requires an organ1zat1onto make its Forms 1023 (or 1024 1fapplicable), 990, and 990-T (Section 501 (c)(3)s only) available

AK, AZ , CA, CO, CT, FL, GA, HI , IL, KS , KY

for public inspection. Indicate how you made these available. Check all that apply.

Own website

Another's website

00

Upon request

19

Describe 1nSchedule O whether (and If so, how), the organ1zat1onmade its governing documents, conflict of interest policy, and financial

20

statements available to the public during the tax year.


State the name, physical address, and telephone number of the person who possesses the books and records of the organ1zat1on:~

THE ORGANIZATION - 202-621-2940


1100 H STREET, NW, NO. 400, WASHINGTON, DC 20005
6~~~J-~
SEE SCHEDULE O FOR FULL LIST OF STATES
2

~~-

Form990(2011)

12491106

133855

AEA

2011.03040

AMERICAN ENERGY ALLIANCE

AEA

Form990

AMERICAN ENERGY ALLIANCE

2011

26-2731617

e7

Pa

Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors

Check 1fSchedule O contains a response to any question 1nthis Part VII


Section A.

Officers, Directors,

Trustees, Key Employees, and Highest Compensated

Employees

1 a Completethis table for all persons required to be listed Report compensationfor the calendaryear ending with or within the organization'stax year
List all of the organization's current officers, directors, trustees (whether 1nd1v1dualsor organ1zat1ons), regardless of amount of compensation.
Enter 0-1n columns (D), (E), and (F) If no compensation was paid.
List all of the organization's current key employees, If any. See 1nstruct1ons for defin1t1onof "key employee.'
List the organization'sfive current highest compensatedemployees(other than an officer, director, trustee, or key employee)who receivedreportable
compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organizationand any relatedorganizations.
List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of
reportable compensation from the organization and any related organ1zat1ons.
List all of the organ1zat1on's former directors or trustees that received, in the capacity as a former director or trustee of the organ1zat1on.
more than $10,000 of reportable compensation from the organ1zat1onand any related organizations.
List persons 1nthe following order: 1nd1v1dualtrustees or directors; 1nst1tut1onaltrustees; officers; key employees; highest compensated employees;
and former such persons.

Check this box 1fneither the oraan1zat1on nor any related oraan1zat1oncompensated anv current officer, director, or trustee.
(C)
(D)
(E)
(A)
(B)
Pos1t1on
Name and Title
Average
Reportable
Reportable
(do not check more than one
hours per
box, unless person Is both an
compensation
compensation
officer and a director/trustee)
from
week
from related
(describe
the
organ1zat1ons
'o
"C
hours for
organization
0N2/1099MISC)
B
0
related
,y,J-2/1099-MISC)
!
organizations ~
8l
~ ~
In Schedule
ii 0
8
0)
~" ~ 6 ,:!

(1) WAYNEGABLE
CHAIRMAN
(2) JAMES CLARKSON
DIRECTOR
( 3) SCOTT ALEX BEAULIER
DIRECTOR
(4) JOHN PETERSON
DIRECTOR
(5) THOMAS PYLE
PRESIDENT
( 6) LISA WALLACE
SECRETARY/TREASURER
DAN KISH
SVP POLICY
(8) DAN SIMMONS

1.00

1.00

1.00

1.00

! it J

o.
o.
o.
o.

(F)
Estimated
amount of
other
compensation
from the
organ1zat1on
and related
organ 1zat1ons

0.

0.

0.

0.

0.

o.
o.

o.

20.00

102,314.

151,328.

19,981.

18.00

57,898.

101,841.

12,592.

( 7)

DIR.

REG. & STATE AFFAIRS

12.00

36,830.

120,670.

12,728.

6.00

11,522.

88,861.

8,297.

Form 990 (2011)

132007 01-23-12

12491106

133855

AEA

2011.03040

AMERICAN ENERGY ALLIANCE

AEA

IPart vnI Section

A.

Officers

Directors

Trustees

(A)

and Hiahest Comcensated Emclo, ees fconttnued)


(C)
(D)
(E)
Position
Reportable
Reportable
(do not check more than one
compensation
box, unless person Is both an
compensation
officer and a director/trustee)
from related
from
organizations
the
'B
organization
0N2/1099-MISC)
ll
5
Di
!!
0N2/1099MISC)
ii

Kev Emclovees
(B)

Average
hours per
week
(descnbe
hours for
related
organizations
in Schedule

Name and title

0)

1b

26 - 2731617

AMERICAN ENERGY ALLIANCE

Form 990 12011l

]"

sa

'

l
0

Estimated
amount of
other
compensation
from the
organ1zat1on
and related
organ1zat1ons

il

1/io
! ">J
I
,:!
>-

:,:.,

Sub-total

c Total from continuation

(F)

!! s
s

Page8

208,564.

sheets to Part VII, Section A

462,700.
0.

53,598.

o.

0.

208,564.
462,700.
~
d Total (add lines 1 b and 1 cl
2
Total number of 1nd1v1duals(Including but not limited to those listed above) who received more than $100,000 of reportable

53,598.
1

comoensat1on from the oraan1zat1on ~


Yes

Did the organ1zat1onlist any former officer, director, or trustee, key employee, or highest compensated employee on
line 1a? If "Yes," complete Schedule J for such tnd1v1dua/

For any 1nd1v1duallisted on line 1a, 1sthe sum of reportable compensation and other compensation from the organ1zat1on

Did any person listed on line 1a receive or accrue compensation from any unrelated organ1zat1onor 1nd1v1dualfor services

rendered to the oraan1zat1on? If "Yes "comolete Schedule J for such oerson


Section B. Independent Contractors
1

and related organ1zat1ons greater than $150,000? If "Yes," complete Schedule J for such 1nd1v1dua/

No

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from
the oroan1zat1on.Reoort comoensat1on for the calendar vear end1na with or w1th1nthe oraan1zat1on's tax vear.
(B)
Description of services

(A)
Name and business address

REVOLUTION AGENCY
1020 PRINCESS ST., ALEXANDRIA, VA 22314
NJI MEDIA, 201 KING STREET, SUITE 202,
ALEXANDRIA, VA 22134

(C)
Compensation

!ADVERTISING

573,448.

CONSULTING

104,425.

Total number of independent contractors (1nclud1ngbut not l1m1tedto those listed above) who received more than
$100 000 of comoensat1on from the oraanizat1on ~

2
Form 990 (2011)

132008 01-23-12

12491106

133855

AEA

2011.03040

AMERICAN ENERGY ALLIANCE

AEA

26 - 2731617

AMERICAN ENERGY ALLI ANC E

Form 990 12011)

I Part VIII I

(A)
Total revenue

-cncn

..

-oU>

1c

d Related organizations

1d

e Government grants (contnbut1ons)


All other contnbut1ons,gifts, grants, and

1e

s1m1lar
amounts not included above

1f

~s
-

Fundra1s1ngevents

(D)
Revenue
excluded from
tax under
sections 512,
513,or514

(C)
Unrelated
business
revenue

1b

b Membership dues

~E
CII<(
;= ..
ca
CJ::
uiE
c-

(B)
Related or
exempt function
revenue

1a

1 a Federated campaigns
cc
ca:::,
.. 0

Paae9

Statement of Revenue

G)

Ci,

Oc
oca

991,506.

Noncash contnbut,ons included ,n Imes 1a-1 t $

h Total. Add lines 1a-1f

991,506.

Business Code
CII

2 a

u
-~

G)

CII:::,

U) C

E~
caGI

..
a.

cP=
0

e
f

All other program service revenue


~

a Total. Add lines 2a-2f


Investment income (including d1v1dends,interest, and

other s1m1laramounts)

Income from investment of tax-exempt bond proceeds

Royalties

(1)Real

5,869.

5,869.

/11\Personal

6 a Gross rents
b Less: rental expenses
C

Rental income or (loss)


~

d Net rental income or (loss)


7 a Gross amount from sales of
assets other than inventory

(I)

(11)Other

Secunt1es

b Less: cost or other basis


and sales expenses
C

Gain or (loss)
~

d Net gain or (loss)


:::J
C

Gross income from fundra1s1ng events (not


including$
of

>
CII

contnbut1ons reported on line 1c). See

Ba

CII
CII

..

a:

Part IV, line 18

CII
J:.

b Less: direct expenses

Net income or (loss) from fundra1sing events

9 a Gross income from gaming act1v1t1es.See


a

Part IV, line 19

b
b Less: direct expenses
C Net income or (loss) from gaming act1v1t1es

10 a Gross sales of inventory, less returns


a
and allowances
b
b Less: cost of goods sold
C Net income or /loss\ from sales of 1nventorv
Miscellaneous Revenue

Business Code

11 a
b
C

d All other revenue


e Total. Add lines 11a-11d
12

Total revenue. See instructions

~
~

997.375.

0.

132009
01-23-12

o.

5,869.
Form 990 (2011)

12491106

133855

AEA

2011.03040

AMERICAN ENERGY ALLIANCE

AEA

Form990

26-2731617

AMERICAN ENERGY ALLIANCE

2011

Pae10

Part IX Statement of Functional Expenses


Section 501 (c)(3) and 501 (c)(4) organtzattons must complete all columns All other organ1zat1onsmust complete column (A) but are not requtred to
complete columns (B), (C), and (D)
Check 1fSchedule O contains a resoonse to anv auest1on In this Part IX
(B)
(A)
on linfls 6b,
Program service
Total expenses
exoenses

Do not inc/ud9 amounts rflport9d


7b, Bb, 9b, and 10b of Part VIII.

(C)
Management and
aeneral exoenses

(D)
Fundra1s1ng
expenses

Grants and other assistance to governments and


organizations m the United States See Part IV, lme 21

400,000.

400,000.

176,699.

131,504.

16,625.

96,709.

88,533.

8,479.

-303.

3,392.
3,553.
14,439.

2,986.
3,179.
11,412.

352.
351.
1,444.

54.
23.
1,583.

Grants and other assistance to 1nd1v1dualsIn


the United States. See Part IV, line 22

Grants and other assistance to governments,


organ1zat1ons, and 1nd1v1dualsoutside the
United States. See Part IV, lines 15 and 16

4
5

Benefits paid to or for members


Compensation of current officers, directors,
trustees, and key employees

28,570.

Compensation not included above, to d1squallf1ed


persons (as defined under section 4958(f)(1 )) and
persons described m section 4958(c)(3)(B)

Other salaries and wages

Pension plan accruals and contnbut1ons(include


section 401 (k) and section 403(b) employer contnbut1ons)

9
10
11

Other employee benefits


Payroll taxes
Fees for services (non-employees):

a Management

7,330.
26,386.

b Legal
c Accounting

250.

7,080.
26,386.

d Lobbying
e

Professional fundra1smgservices See Part IV, lme 17

Investment management fees

g Other

12
13
14
15
16

Advert1s1ng and promotion

17

Travel

Office expenses

245,800.
573,448.
58,476.

238,928.
573,448.
46,704.

41,841.
54,736.

33,281.
54,668.

6,872.
10,150.

1,622.

Information technology
Royalties
Occupancy

18

Payments of travel or entertainment

4,070.
68.

4,490.

expenses

for any federal, state, or local public off1c1als

19
20
21
22
23
24

Conferences, conventions, and meetings


Interest
Payments to aff1l1ates
Deprec1at1on, depletion, and amort1zat1on
Insurance

18,555.
10,628.

18,555.
10,628.

Other expenses Itemize expenses not covered


above (List miscellaneous expenses m lme 24e If lme
24e amount exceeds 10% of lme 25, column (A)
amount, 11stlme 24e expenses on Schedule O)

0.

ALLOCATED GENERAL AND A

50,875.

-56,909.

6,034.

b
C

d
e All other expenses

25
26

Total functional exoenses. Add Imes 1 throuah 24e

13,894.
1,745,886.

1,635,768.

2,974.
50,253.

10,920.
59,865.

Joint costs. Completethis lme only 1fthe organization


reported m column (B) Joint costs from a combined
educational campaign and fundra1smgsol1c1tat1on
Check here

11follow,na SOP 98-2 <ASC 958- 720\

Form 990 (2011)

132010 01-23-12

12491106

133855

AEA

2011.03040

10
AMERICAN ENERGY ALLIANCE

AEA

l Balance

26 - 2731617

AMERICAN ENERGY ALLIANCE

Form 990 (2011)

I Part X

(A)
Beginning of year
1
2
3
4
5

..
en
GI

8
9
10a

en

en
GI

~
:a
ca

:J

26

GI
C

ca
iii
m
'C
C

27

28
29

..
::I

u.

..
0

en
GI

en
en

..

c(

GI

Pledges and grants receivable, net

lnventones for sale or use


Prepaid expenses and deferred charges

30
31
32

(B)

End of year
1
2

278,855.
898,579.

3
4

Accounts receivable, net


Receivables from current and former officers, directors, trustees, key
employees, and highest compensated employees. Complete Part II
of Schedule L
Receivables from other d1squalif1edpersons (as defined under section
4958(f)(1)), persons described 1nsection 4958(c)(3)(B), and contributing
employers and sponsoring organizations of section 501 (c)(9) voluntary
employees' benef1c1aryorgan1zat1ons(see instructions)
Notes and loans receivable, net

6
7
8

3,909.

Secured mortgages and notes payable to unrelated third parties


Unsecured notes and loans payable to unrelated third parties
Other liab1l1t1es
(1nclud1ngfederal income tax, payables to related third
parties, and other liab11it1es
not included on lines 1724). Complete Part X of
Schedule D
Total liabilities. Add lines 17 throuah 25
Organizations that follow SFAS 117, check here
lines 27 through 29, and lines 33 and 34.

en

102,426.
1,818,079.

Cash non-interest-bearing
Savings and temporary cash investments

Land, buildings, and equipment: cost or other


92,100.
basis. Complete Part VI of Schedule D
10a
47,641.
b Less: accumulated deprec1at1on
10b
11
Investments publicly traded securities
12
Investments other securities. See Part IV, line 11
13
Investments program-related. See Part IV, line 11
14
Intangible assets
15 Other assets. See Part IV, line 11
16 Total assets. Add lines 1 throuah 15 (must eaual line 34\
17 Accounts payable and accrued expenses
18
Grants payable
19
Deferred revenue
Tax-exempt bond liab11it1es
20
21
Escrow or custodial account liability. Complete Part IV of Schedule D
Payables to current and former officers, directors, trustees, key employees,
22
highest compensated employees, and d1squalif1edpersons. Complete Part II
of Schedule L
23
24
25

Paae 11

Sheet

.... [X] and complete

Unrestricted net assets


Temporarily restricted net assets
Permanently restricted net assets
Organizations that do not follow SFAS 117, check here
complete lines 30 through 34.

23,264.

1,947,678.
109,718.

Total net assets or fund balances

34

Total liab11it1es
and net assets/fund balances

10c
11
12
13
14
15
16
17

5,713.
44,459.

1,227,606.
138,157.

18
19
20
21

22
23
24

109,718.
1,837,960.

25
26

27

138,157.
1,089,449.

28
29

.... Dand

Capital stock or trust principal, or current funds


Pa1d-1nor capital surplus, or land, bu1ld1ng,or equipment fund
Retained earnings, endowment, accumulated income, or other funds

33

1,837,960.
1,947,678.

30
31
32
33
34

1,089,449.
1.227,606.
Form 990 (2011)

132011 01-23-12

12491106

133855

AEA

2011.03040

11
AMERICAN ENERGY ALLIANCE

AEA

AMERICAN ENERGY ALLIANCE

Form990 2011

Part Xt Reconciliation

2 6 -2 7 316 1 7

Pa e

of Net Assets

Check If Schedule O contains a response to any question In this Part XI


Total revenue (must equal Part VIII, column (A), line 12)
Total expenses (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 2 from line 1
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
Other changes in net assets or fund balances (explain In Schedule 0)
Net assets or fund balances at end of vear. Combine lines 3, 4, and 5 (must eaual Part X, line 33, column (Bll

1
2
3
4

5
6

I Part Xl~ Financial

12

1
2
3
4
5
6

997,375.
1,745,886.
-748,511.
1,837,960.
0.
1,089,449.

Statements and Reporting

Check 1fSchedule O contains a resoonse to anv auest1on 1nthis Part XII

Yes

1
2a
b
c

00

Accounting method used to prepare the Form 990:


Cash
Accrual
Other
If the organization changed its method of accounting from a prior year or checked 'Other,' explain 1nSchedule 0.
Were the organization's f1nanc1alstatements compiled or reviewed by an Independent accountant?
Were the organization's f1nanc1alstatements audited by an independent accountant?
If 'Yes' to line 2a or 2b, does the organ1zat1onhave a committee that assumes respons1b11ity
for oversight of the audit,
review, or comp1lat1onof its financial statements and selection of an independent accountant?
If the organ1zat1onchanged either its oversight process or selection process during the tax year, explain In Schedule O.
If 'Yes" to line 2a or 2b, check a box below to 1nd1catewhether the financial statements for the year were issued on a

separate basis, consolidated basis, or both:


Separate basis
Consolidated basis
[X] Both consolidated and separate basis
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth 1nthe Single Audit
Act and 0MB Circular A133?
b If "Yes," did the organ1zat1onundergo the required audit or audits? If the organ1zat1ondid not undergo the required audit
or audits exolain whv 1nSchedule O and describe anv steos taken to underao such audits.

No

2a
2b

2c

3a

3b
Form 990 (2011)

132012
01-23-12

12491106

133855

AEA

2011.03040

12
AMERICAN ENERGY ALLIANCE

AEA

.Political Campaign and Lobbying Activities

SCHEDULEC
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service

If the organization

For Organizations
.... Complete

0MB No 1545-0047

2011

Exempt From Income Tax Under section 501 (c) and section 527

if the organization

is described below.

OlJento

.... Attach to Form 990 or Form 990-EZ.

Public

Jnspectlon

~ See se arate instructions.

answered "Yes" to Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then

Section 501 (c)(3) organ1zat1ons: Complete Parts lA and 8. Do not complete Part lC.
Section 501 (c) (other than section 501 (c)(3)) organ1zat1ons: Complete Parts lA and C below. Do not complete Part 18.
Section 527 organ1zat1ons: Complete Part lA only.
If the organization

answered "Yes" to Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then

Section 501 (c)(3) organ1zat1ons that have filed Form 5768 (election under section 501 (h)): Complete Part llA Do not complete Part 11-8.
Section 501 (c)(3) organ1zat1ons that have NOT filed Form 5768 (election under section 501 (h)): Complete Part 118.Do not complete Part II-A.
If the organization

answered "Yes" to Form 990, Part IV, line 5 (Proxy Tax), or Form 990-EZ, Part V, line 35c (Proxy Tax), then

Section 501 c 4 , 5 , or 6 or anizat1ons: Com lete Part Ill.


Name of organ1zat1on

Employer identification

AMERICAN ENERGY ALLIANCE


Part lA
1

Complete if the organization

is exempt under section 501 (c) or is a section 527 organization.

Provide a description of the organization's direct and 1nd1rectpolitical campaign act1v1t1esin Part IV.

Pol1t1calexpenditures

Volunteer hours

IPart

J-B j Complete if the organization

number

26-2731617

is exempt under section 501 (c)(3).

....$
_______

_
_

Enter the amount of any excise tax incurred by the organ1zat1on under section 4955

....$
_______

Enter the amount of any excise tax incurred by organ1zat1on managers under section 4955

.... $ ~----,,~.---~~-===~-

3 If the organ1zat1onincurred a section 4955 tax, d1d 1tfile Form 4720 for this year?
4a Was a correction made?

Yes

0Yes

0No
0No

b If 'Yes describe in Part IV.

IPart

1-C

Complete if the organization

is exempt under section 501 (c), except section 501 (c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function act1v1t1es

Enter the amount of the filing organ1zat1on's funds contributed to other organizations for section 527

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120POL,

.... $

~~~~~~~~~-

exempt function act1v1t1es

.... $ ~----,,~.---~~-===~-

line 17b

Did the filing organ1zat1onfile Form 1120-POL for this year?

Enter the names, addresses and employer 1dent1f1cat1onnumber (EIN) of all section 527 political organ1zat1ons to which the filing organization
made payments. For each organ1zat1on listed, enter the amount paid from the filing organ1zat1on's funds. Also enter the amount of pol1t1cal
contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a
pol1t1calaction committee (PAC). If add1t1onalspace 1sneeded, provide information in Part IV.
(a) Name

For Paperwork

(b) Address

Reduction Act Notice, see the Instructions

(c) EIN

for Form 990 or 990-EZ.

Yes

No

(d) Amount paid from


(e) Amount of political
contributions received and
filing organ1zat1on's
promptly and directly
funds. If none, enter O
delivered to a separate
political organ1zat1on.
If none, enter O.

Schedule C (Form 990 or 990-EZ) 2011

LHA
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ScheduleC

Form990or990E

Part I-A
A Check ~
B Check

2011

AMERICAN ENERGY ALLIANCE

26-2731617

Pa e2

Complete if the organization is exempt under section 501 (c)(3) and filed Form 5768
(election under section 501 (h)).

~D

1fthe filing organization belongs to an affiliated group (and list 1nPart IV each affiliated group member's name, address, EIN,
expenses, and share of excess lobbying expenditures).
1fthe filing organization checked box A and "1m1ted
control' orov1s1onsaoo1v.
I
(a) Filing
organ 1zat1on
's
totals

Limits on Lobbying Expenditures


(The term "expenditures" means amounts paid or incurred.)

(b) Aff1l1atedgroup
totals

1a Total lobbying expenditures to influence public op1n1on(grass roots lobbying)


b Total lobbying expenditures to influence a leg1slat1vebody (direct lobbying)
c Total lobbying expenditures (add Imes 1a and 1b)
d Other exempt purpose expenditures
e Total exempt purpose expenditures (add lines 1c and 1d)
f Lobbv1no nontaxable amount. Enter the amount from the follow1no table 1nboth columns.
II the amount on line 1e, column fal or fbl Is.
The lobbvina nontaxable amount is:
Not over $500,000
Over $500,000 but not over $1,000,000
Over $1,000,000 but not over $1,500,000
Over $1,500,000 but not over $17,000,000
Over $17 000 000

20% of the amount on line 1e.


$100,000 olus 15% of the excess over $500,000.
$175,000 plus 10% of the excess over $1,000,000
$225,000 olus 5% of the excess over $1,500,000.
$1000000.

g Grassroots nontaxable amount (enter 25% of line 1f)


h Subtract line 1g from line 1a If zero or less, enter O
i Subtract line 1f from line 1c. If zero or less, enter O
If there 1san amount other than zero on either line 1h or line 11,did the organ1zat1onfile Form 4 720
reporting section 4911 tax for this year?
4-Year Averaging Period Under Section 501 (h)
(Some organizations that made a section 501 (h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)

Dves

0No

Lobbying Expenditures During 4-Year Averaging Period


Calendar year
(or fiscal year beginning 1n)

(a) 2008

(b) 2009

(c) 2010

(d) 2011

(e) Total

2a Lobbv1no nontaxable amount


b Lobbying ceiling amount
(150% of line 2a, column(e))
c Total lobbvmo expenditures
d Grassroots nontaxable amount
e Grassroots ce1l1ngamount
(150% of line 2d, column (e))
f Grassroots lobbvina exoend1tures
Schedule C (Form 990 or 990-EZ) 2011

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ScheduleC

Form990or9QOE

Part H-B

2011

AMERICAN ENERGY ALLIANCE

26-2731617

(a)

For each "Yes" response to Imes 1a through 11below, provide m Part IV a detaJ/ed descnpt1on
of the lobbying activity.

Pa e3

Complete if the organization is exempt under section 501 (c)(3) and has NOT filed Form 5768
(election under section 501 (h)).

Yes

(b)
No

Amount

During the year, did the filing organization attempt to influence foreign, national, state or
local leg1slat1on,including any attempt to influence public opinion on a leg1slat1vematter
or referendum, through the use of:
a Volunteers?
b Paid staff or management (include compensation in expenses reported on lines 1c through 11)?
c Media advertisements?
d Ma1l1ngsto members, legislators, or the public?
e Publ1cat1ons,or published or broadcast statements?
f Grants to other organ1zat1onsfor lobbying purposes?
g Direct contact with legislators, their staffs, government off1c1als,or a leg1slat1vebody?
h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any s1m1larmeans?
i Other act1v1t1es?
j

Total. Add lines 1c through 11

2a Did the act1v1t1es


1nline 1 cause the organization to be not described 1nsection 501 (c)(3)?
b If "Yes," enter the amount of any tax incurred under section 4912
c If 'Yes,' enter the amount of any tax incurred by organization managers under section 4912
d If the f1l1naoraan1zat1onincurred a section 4912 tax did 1tfile Form 4720 for this vear?

!Part Ill-Al Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section
501(c)(6).
Yes
1
2
3

Were substantially all (90% or more) dues received nondeductible by members?


Did the organ1zat1onmake only in-house lobbying expenditures of $2,000 or less?
Did the oraan1zat1onaaree to carrv over lobbvina and 001it1calexoend1tures from the orior vear?

1
2

No

X
X
X

!Part Ill-Bl Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section
501(c)(6) and if either (a) BOTH Part Ill-A, lines 1 and 2, are answered "No" OR (b) Part Ill-A, line 3, is
answered "Yes."
1
2

Dues, assessments and s1m1laramounts from members


Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a Current year
b Carryover from last year
c Total
3 Aggregate amount reported 1nsection 6033(e)(1)(A) notices of nondeductible section 162(e) dues
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess
does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and pol1t1cal
expenditure next year?
5 Taxable amount of lobbying and pol1t1calexoend1tures (see instruct1onsl

!Part IV l

Sunnlemental

2a
2b
2c
3

4
5

Information

Complete this part to provide the descriptions required for Part lA, line 1; Part lB, line 4; Part lC, line 5; Part llA; and Part llB, line 1. Also, complete
this part for any add1t1onal1nformat1on.

Schedule C (Form 990 or 990-EZ) 2011


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0MB No 1545-0047

Supplemental Financial Statements

SCHEDULED
(Form 990)

2011

.... Complete if the organization answered "Yes," to Form 990,


Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
.... Attach to Form 990 ..... See separate instructions.

Department of the Treasury


Internal Revenue Service

Osmitq~ic
lnspection
Employer identification

Name of the organization

Part J

Organizations Maintaining

number

26-2731617

AMERICAN ENERGY ALLIANCE


Donor Advised Funds or Other Similar Funds or Accounts.

Complete 1fthe

organization answered 'Yes' to Form 990, Part IV, line 6.


(a) Donor advised funds

(bl Funds and other accounts

1
2

Total number at end of year


Aggregate contributions to (during year)
3 Aggregate grants from (during year)
4
Aggregate value at end of year
5
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 exclusive legal control?
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
1m erm1ss1ble rivate benefit?
Part H Conservation Easements. Complete 1fthe organ1zat1onanswered 'Yes' to Form 990, Part IV, line 7.

Dves

0No

0Yes

0No

Purpose(s) of conservation easements held by the organ1zat1on(check all that apply)

D
D
D
2

a
b
c
d
3
4
5
6
7
8

Preservation of land for public use (e.g., recreation or education)


Protection of natural habitat
Preservation of open space

D
D

Preservation of an historically important land area


Preservation of a cert1f1edhistoric structure

Complete lines 2a through 2d If the organization held a qualified conservation contribution 1nthe form of a conservation easement on the last
day of the tax year.
Held at the Endof the Tu Year
Total number of conservation easements
2a
Total acreage restricted by conservation easements
2b
Number of conservation easements on a cert1f1edhistoric structure included 1n(a)
2c
Number of conservation easements included 1n(c) acquired after 8/17 /06, and not on a historic structure
listed 1nthe National Register
2d
Number of conservation easements modified, transferred, released, ext1ngu1shed,or terminated by the organization during the tax
year..,..~~~~~~
Number of states where property subject to conservation easement 1slocated ....
Does the organization have a written policy regarding the periodic monitoring, 1nspect1on,handling of
v1olat1ons,and enforcement of the conservation easements 1tholds?
Staff and volunteer hours devoted to monitoring, 1nspect1ng,and enforcing conservation easements during the year ....
Amount of expenses Incurred In monitoring, inspecting, and enforcing conservation easements during the year .... $

Yes

0No

-------

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(1)
and section 170(h)(4)(B)(11)?
Yes
0No
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include, 1fapplicable, the text of the footnote to the organ1zat1on'sf1nanc1alstatements that describes the organization's accounting for

conservation easements.

IPart Hl l Organizations

Maintaining

Collections of Art, Historical Treasures, or Other Similar Assets.

Complete 1fthe organ1zat1onanswered 'Yes' to Form 990, Part IV, line 8.


1a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report 1nits revenue statement and balance sheet works of art,
historical treasures, or other s1m1larassets held for public exh1b1t1on,
education, or research 1nfurtherance of public service, provide, 1nPart XIV,
the text of the footnote to its financial statements that describes these items.
b If the organ1zat1onelected, as permitted under SFAS 116 (ASC 958), to report In its revenue statement and balance sheet works of art, historical
treasures, or other s1m1larassets held for public exh1b1t1on,
education, or research in furtherance of public service, provide the following amounts
relating to these items:
(i) Revenues included in Form 990, Part VIII, line 1
.... $

---------~

(ii) Assets included 1nForm 990, Part X


.... $~-------If the organization received or held works of art, historical treasures, or other s1m1larassets for financial gain, provide

the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

.... $ _______
.... $ ______

a Revenues included in Form 990, Part VIII, line 1


b Assets included 1nForm 990, Part X
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
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_

Schedule D (Form 990) 2011

20
AMERICAN ENERGY ALLIANCE

AEA

ScheduleD

Form990 2011

AMERICAN ENERGY ALLIANCE

Part Hl Or anizations Maintainin


3

Collections

26-2731617

of Art Historical Treasures

or Other Similar Assets

Pa e2

contmue

Using the organization's acquis1t1on,accession, and other records, check any of the following that are a s1gn1f1cantuse of its collection items
(check all that apply):
a

Public exh1b1t1on
d D
Loan or exchange programs
Scholarly research
e D
Other
Preservation for future generations
4 Provide a description of the organ1zat1on'scollections and explain how they further the organization's exempt purpose In Part XIV.
5 During the year, d1dthe organ1zat1onsohc1tor receive donations of art, historical treasures, or other s1m1larassets
to be sold to raise funds rather than to be maintained as art of the or an1zat1on'scollection?
D
Yes
Part lV Escrow and Custodial Arrangements. Complete 1fthe organ1zat1onanswered 'Yes' to Form 990, Part IV, line 9, or
reported an amount on Form 990, Part X, hne 21.
b
c

~~~~~~~~~~~~~~~~~~~~~~~

1a Is the organ1zat1onan agent, trustee, custodian or other intermediary for contributions or other assets not included
on Form 990, Part X?
b If 'Yes,' explain the arrangement 1nPart XIV and complete the following table:

Dves

No

0No

Amount
c Beginning balance
d Additions during the year
e D1stribut1onsduring the year

Ending balance
2a Did the organ1zat1oninclude an amount on Form 990, Part X, line 21?
b If' Y es exp Ia1nthe arranaement in Part XIV
PartV j Endowment Funds. Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 1O.

1c
1d
1e
1f

0No

Dves

(a) Current vear


(bl Prior vear
(cl Two vears back Id\ Threeyearsback (el Fouryears back
1a Beginning of year balance
b Contributions
C Net investment earnings, gains, and losses
d Grants or scholarships
e Other expenditures for fac11it1es
and programs
f Adm1n1strat1veexpenses
g End of year balance
2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a Board designated or quasi-endowment ~
%
b Permanent endowment ~
%
c Temporarily restricted endowment ~
%
The percentages in lines 2a, 2b, and 2c should equal 100%
3a Are there endowment funds not 1nthe possession of the organization that are held and administered for the organ1zat1on

by:
(i) unrelated organ1zat1ons
(ii) related organizations
b If 'Yes' to 3a(11),
are the related organ1zat1onslisted as required on Schedule R?
Descn be In Part XIV t he int end e d uses of th e oraan1zat1onsen d owment f und s.
4
Part VI j Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property

(a) Cost or other


basis (investment)

1a Land
b Buildings
C Leasehold improvements
d Eq1.11pment

Yes

No

3a(i)
3a!iil
3b

(b) Cost or other


basis (other)

(c) Accumulated
deprec1at1on

92,100.

47,641.

e Other
Total. Add lines 1a throuah 1e (Column (d) must eaua/ Form 990 Part X column (BJ. ltne 1O(c).)

(d) Book value

44,459.
44,459.

Schedule D (Form 990) 2011

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26 - 2731617

AMERICAN ENERGY ALLIANCE

Schedule D (Form 99Dl 2011

IPartVH1

Investments - Other Securities.

Paae3

See Form 990, Part X, line 12.

(a) Description of security or category


(Including name of security)

(c) Method of valuation:


Cost or end-of-year market value

(b) Book value

(1) Financial denvat1ves


(2) Closely-held equity interests
(3) Other
(A)

(Bl
(Cl
(Dl
(El

(Fl

CG)
(Hl
(I)

Total. /Col /bl must eaual Form 990 Part X col 18\ Ima 12 \ ~

I Part

VOii investments - Proaram Related.

See Form 990, Part X, line 13.


(c) Method of valuation:
Cost or end-of-year market value

(b) Book value

(a) Description of investment type


(1)
(2)
(3)
(4l
(5)
(6l
(7)
(8)

(9l
(10)
Total. (Col (bl must eaual Form 990 Part X col /Bl lme 13 l ~

I Part IX l

Other Assets.

See Form 990, Part X, line 15.


(a) Description

(b) Book value

(1)
(2l
(3)
(4l
(5)
(6l
(7)
(8)

(9)
(10)
~

Total. /Column /hl must eaual Form 990 Part X col (BJ /me 15.J
Other Liabilities. See Form 990, Part X. line 25.
(a) Description of l1ab1hty
1.

I Part X l
(1l

(b) Book value

Federal income taxes

(2)
(3)
(4)
(5)
(6)
(7l
(8)

(9l
(10)

(11 l
Total. (Column (b) must eaual Form 990 Part X, col fBI /me 25.J

2.

Fl~:~ilisc
740(
eoomo,e

In Part

AIV,

provide the text of the footnote to the organizations

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~
tinanc,a statements that reports the organizations

llaDlllty tor uncertain l8X pos1t1onsunder

Schedule D (Form 990) 2011

133855

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AMERICAN ENERGY ALLIANCE

AEA

1
2
3
4

5
6
7

8
9
10

Xl I Reconciliation

Total revenue (Form 990, Part VIII, column (A), line 12)

1
2

Excess or (def1c1t)for the year. Subtract line 2 from line 1


Net unrealized gains (losses) on investments
Donated services and use of fac11it1es

3
4

8
9

Excess or (def1c1t)for the vear oer audited financial statements. Combine lines 3 and 9

10

a
b
c
d
e
3
4
a
b
c

I Reconciliation

2
a
b
c
d
e
3
4
a
b
c

XJV! Supplemental

997,375.

1
2a
2b
2c
2d

o.

2e

997,375.

I 4a I
4b

o.

4c

997,375.

of Expenses per Audited Financial Statements With Expenses per Return

Total expenses and losses per audited financial statements


Amounts included on line 1 but not on Form 990, Part IX, line 25:
Donated services and use of fac11it1es
Prior year adjustments
Other losses
Other (Descnbe 1nPart XIV )
Add lines 2a through 2d
Subtract line 2e from line 1
Amounts included on Form 990, Part IX, line 25, but not on line 1:
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe 1nPart XIV.)
Add lines 4a and 4b
Total expenses. Add Imes 3 and 4c. rThts must eaual Form 990 Part I /me 18.J

I Part

-748,511.

of Revenue per Audited Financial Statements With Revenue per Return

Total revenue, gains, and other support per audited f1nanc1alstatements


Amounts included on line 1 but not on Form 990, Part VIII, line 12:
Net unrealized gains on investments
Donated services and use of fac11it1es
Recoveries of prior year grants
Other (Describe 1nPart XIV.)
Add lines 2a through 2d
Subtract line 2e from line 1
Amounts included on Form 990, Part VIII, line 12, but not on line 1:
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe 1nPart XIV.)
Add lines 4a and 4b
Total revenue. Add Imes 3 and 4c. rThts must eaual Form 990 Part I /me 12 J

I Part XlHI Reconciliation

997,375.
1,745,886.
-748,511.

5
6

Investment expenses
Prior period adjustments
Other (Describe 1nPart XIV.)
Total adjustments (net). Add lines 4 through 8

XII

Paae4

of Change in Net Assets from Form 990 to Audited Financial Statements

Total expenses (Form 990, Part IX, column (A), line 25)

IPart
1
2

26 - 2731617

AMERICAN ENERGY ALLIANCE

Schedule D (Form 990) 201~

IPart

1,745,886.

1
2a
2b
2c
2d

0.

2e

1,745,886.

I 4a I
4b

0.

4c

1,745,886.

Information

Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part Ill, lines 1a and 4; Part IV, Imes 1band 2b; Part V, line 4; Part
X, line 2; Part XI, line 8; Part XII, Imes 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any add1t1onalinformation.

PART X, LINE 2:

THE ALLIANCE IS EXEMPT FROM INCOME TAX ON INCOME OTHER

THAN NET UNRELATED BUSINESS

INCOME UNDER SECTION 50l(C)(4)

REVENUE CODE. FOR THE YEARS ENDED DECEMBER 31,


HAD NO NET UNRELATED BUSINESS

2011

OF THE INTERNAL

AND 2010,

THE ALLIANCE

INCOME AND ACCORDINGLY, NO PROVISION FOR

INCOME TAXES WAS REQUIRED.

FOR THE YEARS ENDED DECEMBER 31,


ANALYSIS UNDER THE PROVISIONS

2011

AND 2010,

OF FASB ASC 740-10

THE ALLIANCE PERFORMED AN


RELATING TO ACCOUNTING
Schedule D (Form 990) 2011

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AMERICAN ENERGY ALLIANCE

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2 6-2 7 316 1 7

AMERICAN ENERGY ALLIANCE

Pa e 5

FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT NO MATERIAL UNCERTAIN


TAX POSITIONS

QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE

FINANCIAL STATEMENTS.
LIMITATIONS

AS OF DECEMBER 31,

2011,

FOR THE TAX YEARS ENDED DECEMBER 31,

REMAIN OPEN WITH THE U.S.

THE STATUTE OF

2010,

FEDERAL TAXING AUTHORITIES.

2009 AND 2008,


THE ALLIANCE IS NOT

CURRENTLY REQUIRED TO FILE AN INCOME TAX RETURN IN ANY STATE TAX


JURISDICTION.

Schedule D (Form 990) 2011


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0MB No 1545-0047

SCHEDULE I
(Form 990)

Grants and Other Assistance to Organizations,

2011

Governments, and Individuals in the United States

Open to Public
Inspection

Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22.

Department of the Treasury


Internal Revenue Service

~ Attach to Form 990.

Employer identification

Name of the organ1zat1on

number

26-2731617

AMERICAN ENERGY ALLIANCE


Part I I General Information on Grants and Assistance
1

Does the organ1zat1onmaintain records to substantiate the amount of the grants or assistance, the grantees' ehg1b1hty
for the grants or assistance, and the selection

[Kl Yes

criteria used to award the grants or assistance?


2

0No

Describe in Part IV the organization's procedures for monitonng the use of grant funds in the United States.

Part If

Grants and Other Assistance to Governments and Organizations in the United States. Complete If the organ1zat1onanswered 'Yes' to Form 990, Part IV, line 21, for any
hat received more than $5,000. Check this box tf no one rec1p1entreceived more than_$5,000. Part II can be duplicated tf addrt1onalspace 1sneeded
(f) Method of
(e) Amount of
(g) Descnpt1on of
(b) EIN
(c) IRC section
(d) Amount of
valuation (book,
noncash assistance
noncash
tf applicable
cash grant
FMV, appraisal,
assistance
other)

1 (a) Name and address of organ1zat1on


or government

~o

(h) Purpose of grant


or assistance

INSTITUTE FOR ENERGYRESEARCH


1100 H STREET, SUITE 400
WASHINGTONDC 20005

76-0149778

:,Ol(C) ( 3)

300 000.

0.

PENERALOPERATINGGRANT
II'O AFFILIATED 501(C)(3)

AMERICANSFOR PROSPERITY
2111 WILSON BLVD, STE. 350
ARLINGTON VA 22201

76-3148958

501(C)(4)

100 000.

0.

PRANT FOR THE ENERGYFOR


~RICA
BUS TOUR

2 Enter total number of section 501 (c)(3) and government organ1zat1onslisted in the line 1 table
3 Enter total number of other organ1zat1onslisted 1nthe line 1 table
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
132101 01-27-12

25

~
~

1.
1.

Schedule I (Form 990) (2011)

-----

Schedule I (Form 990)(20111

Part

UI j

AMERICAN ENERGY ALLIANCE

(a) Type of grant or assistance

I Part IV I

26-2 7 3161 7

Paoe2

Grants and Other Assistance to Individuals in the United States. Complete 1fthe organ1zat1onanswered "Yes" to Form 990, Part IV, hne 22.
Part Ill can be duplicated 1fadd1t1onalspace 1sneeded.

Suoolemental Information.

SCHEDULE I,

PART Ir

(b) Number of
rec1p1ents

(c) Amount of
cash grant

(d) Amount of non


cash assistance

(e) Method of valuation


(book, FMV, appraisal, other)

(f) Descnpt1on of non-cash assistance

Complete this part to provide the information reau1red 1nPart I, hne 2, and anv other add1t1onalinformation.

LINE 2: AEA AWARDSCERTAIN GRANTS TO ORGANIZATIONS WITH

PROGRAMCONSISTENT WITH ITS MISSION AND STATED PROGRAMOBJECTIVES.

THESE

ORGANIZATIONS ARE MONITORED BY MANAGEMENT


OF AEA THROUGHPERSONAL CONTACT
AND PERIODIC REPORTING BY THE RECIPIENT.

132102 01-27-12

26

Schedule I (Form 990) (2011)

Compensation

SCHEDULEJ
(Form 990)

Information

0MB No 1545-0047

2011

For certain Officers, Directors, Trustees, Key Employees, and Highest


Compensated Employees
.... Complete if the organization answered "Yes" to Form 990,
Part IV, line 23.
.... Attach to Form 990.
.... See separate instructions.

Department of the Treasury


Internal Revenue Service

Open to Public
Inspection
Employer identification

Name of the organization

AMERICAN ENERGY ALLIANCE

I Part l I Questions Regarding Compensation

number

26-2731617
Yes

No

1a Check the appropriate box(es) tf the organ1zat1on provided any of the following to or for a person listed 1n Form 990,
Part VII, Section A, line 1a. Complete Part Ill to provide any relevant 1nformat1on regarding these items.

D
D
D
D

D
D
D
D

First-class or charter travel


Travel for companions
Tax 1ndemn1f1cat1onand gross-up payments
D1scret1onary spending account

Housing allowance or residence for personal use


Payments for business use of personal residence
Health or social club dues or 1n1t1at1on
fees
Personal services (e.g., matd, chauffeur, chef)

b If any of the boxes on line 1a are checked, dtd the organ1zat1on follow a written policy regarding payment or
reimbursement

or prov1s1on of all of the expenses described above? If "No,' complete Part Ill to explain

1b

Dtd the organization require substant1at1on prior to re1mburs1ng or allowing expenses incurred by all officers, directors,

trustees, and the CEO/Executive Director, regarding the items checked 1nline 1a?

Indicate which, tf any, of the following the filing organ1zat1on used to establish the compensation

of the organ1zat1on's

CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organ1zat1on to
establish compensation

D
D
[X]
4

Compensation

of the CEO/Executive Director. Explain tn Part Ill.

committee

Independent compensation

consultant

Form 990 of other organ1zat1ons

Written employment contract

[X]
[X]

Approval by the board or compensation

Compensation survey or study


committee

During the year, dtd any person listed tn Form 990, Part VII, Section A, line 1a, with respect to the filing
organization or a related organ1zat1on:

a Receive a severance payment or change-of-control payment?

4a

b Part1c1pate tn, or receive payment from, a supplemental

nonqualtfied retirement plan?

4b

c Part1c1pate 1n,or receive payment from, an equity-based compensation arrangement?

4c

X
X
X

5a

5b

a The organ1zat1on?

6a

b Any related organization?

6b

If "Yes' to any of lines 4a-c, list the persons and provide the applicable amounts for each item tn Part Ill.

Only section 501 (c)(3) and 501 (c)(4} organizations

must complete lines 5-9.

For persons listed tn Form 990, Part VII, Section A, line 1a, dtd the organ1zat1on pay or accrue any com pen sat ton
contingent on the revenues of:

The organ1zat1on?

b Any related organ1zat1on?


If "Yes" to line Sa or Sb, describe tn Part Ill.

For persons listed tn Form 990, Part VII, Section A, ltne 1a, dtd the organ1zat1on pay or accrue any compensation
contingent on the net earnings of:

If 'Yes' to line 6a or 6b, describe 1n Part Ill.

For persons listed tn Form 990, Part VII, Section A, line 1a, dtd the organ1zat1on provide any non-fixed payments
not described tn Imes Sand 6? If 'Yes,' describe tn Part Ill

1n1t1alcontract exception described tn Regulations section S3.49S8-4(a)(3)? If 'Yes,' describe tn Part Ill

If 'Yes' to line 8, dtd the organ1zat1on also follow the rebuttable presumption procedure described 1n

Reaulattons section S3.49S8-6/c\?


LHA

Were any amounts reported In Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the

For Paperwork Reduction Act Notice, see the Instructions

for Form 990.

Schedule J (Form 990) 2011

132111
01-23-12

12491106

133855

AEA

2011.03040

27
AMERICAN ENERGY ALLIANCE

AEA

Schedule J (Form 990) 2011

~rt If l Officers,

AMERICAN

26-2731617

ENERGY ALLIANCE

Directors, Trustees, Key Employees, and Highest Compensated

Page2

Employees. Use duplicate copies 1fadd1t1onalspace 1sneeded.

For each 1nd1v1dualwhose compensation must be reported in Schedule J, report compensation from the organ1zat1onon row (1)and from related organ1zat1ons,descnbed In the instructions, on row (Ii).
Do not 11stany 1nd1v1dualsthat are not listed on Form 990, Part VII.
Note. The sum of columns (8)(1)(111)
for each listed 1nd1v1dualmust equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that 1nd1v1dual.
(B) Breakdown ofW-2 and/or 1099-MISC compensation
(i) Base
compensation

(A) Name

(ii) Bonus&
1ncent1ve
compensation

(iii) Other
reportable
compensation

(C)
Retirement and
other deferred
compensation

(D)
Nontaxable
benefits

(E)
Total of columns
(8)(1)-(D)

(F)
Compensation
reported as deferred
in pnor Form 990

(i)
1

THOMAS PYLE

(iii
(i)

LISA

WALLACE

DAN KISH

{iii
(i)
{iii

96,263.
142,379.
56,805.
99,934.
35,076.
114,924.

0.

6 t 051.
8,949.
1,093.
1,907.
1,754.
5,746.

o.
o.
o.
0.
0.

0.
0.
0.
0.
0.

o.

7,346.
12,635.
4,157.
8,435.
2,652.
10,076.

109,660.
163,963.
62,055.
110,276.
39,482.
130,746.

o.
0.
0.
0.
0.
0.

(i)
4

(ii)

(ii)

{ii)

(ii)

{ii)

(i)
(iii

10

{ii)

11

(ii)

12

(iii

13

(ii)

14

{iii

15

{iii

16

{ii)

(i)
(i)
(i)
(i)

(i)
(i)
(i)
(i)
(i)

(i)
(i)
Schedule J (Form 990) 2011
132112 01-23-12

28

AMERICAN ENERGY ALLIANCE

Schedule J (Form 990) 2011

Pert mI Supplemental

26-2731617

Paoe3

Information

Complete this part to provide the information, explanation, or descnpt1ons required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II Also complete this part for any
add1t1onalinformation.

PART I,

LINE 7:

THE INSTITUTE

FOR ENERGY RESEARCH, A RELATED ?0l(C)(3)

ORGANIZATION AND THE COMMONPAYMASTER, AWARDEDDISCRETIONARY PERFORMANCE


BASED INCENTIVE BONUSES TO CERTAIN INDIVIDUALS LISTED
WHICH IN THE AGGREGATE TOTALLED $38,500

IN PART VII,

AND RANGED FROM $3,000

LINE lA,

TO $15,000.

THESE BONUSES WERE ALLOCATED PROPORTIONATELY BASED ON SALARY ALLOCATED TO


EACH ORGANIZATION.

Schedule J (Form 990) 2011


132113 01-23-12

29

Supplemental

SCHEDULEO
(Form 990 or 990-EZ)

Op~tq~ic
fnspectiQn
Employer identification

Name of the organ1zat1on

PART I,

LINE 1,

DESCRIPTION OF ORGANIZATION MISSION:

IS A SUBSIDIARY OF THE INSTITUTE

PART III,

number

26-2731617

AMERICAN ENERGY ALLIANCE

FORM 990,

2011

Complete to provide information for responses to specific questions on


Form 990 or 990-EZ or to provide any additional information.
.... Attach to Form 990 or 990-EZ.

Department of the Treasury


Internal Revenue Service

FORM 990,

0MB No 1545-0047

Information to Form 990 or 990-EZ

LINE 1,

FOR ENERGY RESEARCH.

DESCRIPTION OF ORGANIZATION MISSION:

RELIABLE ENERGY.

FORM 990,

PART VI,

"OFFICERS",

SECTION A, LINE 4:

SECTION 5.1

AND 5.2

THE ORGANIZATION AMENDEDARTICLE V

OF ITS BYLAWS IN 2011

TO CLARIFY THAT THE

SAME PERSON MAY NOT SIMULTANEOUSLY HOLD THE OFFICE OF PRESIDENT AND
TREASURER, CONSISTENT WITH THE DISTRICT
ACT, AND TO CLARIFY THE RESPONSIBILITIES

FORM 990,

PART VI,

OF COLUMBIA NON-PROFIT CORPORATION


OF THE PRESIDENT AND TREASURER.

SECTION A, LINE 7A: THE BOARD OF DIRECTORS OF THE

AMERICAN ENERGY ALLIANCE IS APPOINTED BY THE INSTITUTE

FORM 990,

PART VI,

SECTION B, LINE 11:

FOR ENERGY RESEARCH.

THE FORM 990 WAS PREPARED BY AN

OUTSIDE CPA FIRM AND REVIEWED BY MANAGEMENTFOR ACCURACY.


PROVIDED TO THE BOARD OF DIRECTORS OF AEA PRIOR TO FILING.

THE FORM 990 WAS


THE FORM 990

WAS REVIEWED AND SIGNED BY THE PRESIDENT AND FILED.

FORM 990,

PART V, LINE 2 A AND PART IX LINES 7-10

SALARY, PAYROLL TAXES AND BENEFITS


FORM 990,

PART VI,

SECTION B, LINE 12C: AS A GENERAL RULE, THE

ORGANIZATION DOES NOT ENTER INTO BUSINESS TRANSACTIONS WITH MEMBERSOF THE
BOARD OF DIRECTORS AND REVIEWS ALL TRANSACTIONS FOR POTENTIAL CONFLICTS OF
LHA For Paperwork Reduction Act Notice, see the Instructions

for Form 990 or 990-EZ.

132211
01-23-12

12491106

133855

AEA

2011.03040

Schedule O (Form 990 or 990-EZ) (2011)

30
AMERICAN ENERGY ALLIANCE

AEA

Schedule O Form 990 or 990-E


Name of the organization

2011

Pa e2
Employer identification number

26-2731617

AMERICAN ENERGY ALLIANCE


INTEREST.

IF MANAGEMENTOR THE BOARD OF DIRECTORS BELIEVE A CONFLICT OF

INTEREST EXISTS,

THE CONFLICT OF INTEREST POLICY PROVIDES FOR SPECIFIC

PROCEDURES TO ADRESS THE CONFLICT.


INCLUDE OFFICERS,
POWERS.

INDIVIDUALS COVERED UNDER THIS POLICY

DIRECTORS AND A MEMBEROF A COMMITTEE WITH BOARD DELGATED

CONFLICTS WHICH MUST BE REPORTED INCLUDE TRANSACTIONS WITH THESE

INDIVIDUALS,

MEMBERS OF THER FAMILY, ENTITIES

IN WHICH THEY HAVE AN

INVESTMENT IN OR RECEIVE COMPENSATION FROM, AND ANY RELATIONSHIPS IN WHICH


THE BOARD OF DIRECTORS,
A CONFLICT OF INTEREST.
THESE CONFLICTS.

IN ITS SOLE DISCRETION,

BELIEVES MAY OR DOES CREATE

THE POLICY SETS FORCE A REQUIREMENT TO DISCLOSE

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 MANAGEMENTIS DETERMINED BY THEIR EMPLOYER, THE INSTITUTE FOR


ENERGY RESEARCH, AND THE PRESIDENT'S
132212
01-23-12

12491106

AND TOP MANAGEMENT'S SALARY IS


Schedule O (Form 990 or 990-EZ) (2011)

133855

AEA

2011.03040

31
AMERICAN ENERGY ALLIANCE

AEA

Schedule O Form 990 or 990-E

2011
Employer identification

Name of the organ1zat1on

Pa e2
number

26-2731617

AMERICAN ENERGY ALLIANCE

ALLOCATED TO THE ORGANIZATION BASED ON TIME AND ATTENDANCE RECORDS.

THE

PROCESS USED BY !ER 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 THE EXECUTIVE

COMMITTEE OF BOARD OF DIRECTORS.

THE EXECUTIVE COMMITTEE REPORTS TO THE

BOARD, 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 MANAGEMENTARE ALSO BASED ON COMPARABLE SALARIES OF SENIOR


LEVEL MANAGERS IN THE NONPROFIT SECTOR USING FORM 990'S
ORGANIZATIONS AS WELL AS PUBLISHED SALARY REPORTS.

FROM COMPARABLE

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 DOCUMENTSNOTING THE APPROVED SALARIES ARE MAINTAINED AT THE
CORPORATE HEADQUARTERSOF !ER.

FORM 990,

PART VI,

LINE 17,

LIST

OF STATES RECEIVING COPY OF FORM 990:

AL,AK,AZ,CA,CO,CT,FL,GA,HI,IL,KS,KY,ME,MD,MA,MN,MS,MO,NJ,NY,NC,ND,OH,OK,OR
PA,RI,SC,TN,UT,VA,WA,WV,WI,AR

FORM 990,

PART VI,

SECTION C, LINE 19:

THE ORGANIZATION, UPON REQUEST,

MAKES AVAILABLE ITS FORM 990 AND ALL OTHER DOCUMENTSREQUIRED BY LAW TO BE
MADE AVAILABLE TO THE PUBLIC.

FINANCIAL STATEMENTS AND ANY POLICY DOCUMENTS

ARE PROVIDED TO INTERESTED PARTIES,


132212
01-23-12

12491106

SUCH AS FUNDERS, UPON REQUEST.

THE

Schedule O (Form 990 or 990-EZ) (2011)

133855

AEA

2011.03040

32
AMERICAN ENERGY ALLIANCE

AEA

Schedule O Form 990 or 990-E

2011
Employer identification

Name of the organ1zat1on

AMERICAN ENERGY ALLIANCE

Pa e2
number

26-2731617

BOARD RESERVES THE RIGHT TO EVALUATE THE NECESSITY OF EACH SUCH REQUEST FOR
FINANCIAL STATEMENTS AND POLICY DOCUMENTSAND TO DETERMINE, IN ITS SOLE
DISCRETION,

FORM 990,

WHETHER TO RELEASE THESE DOCUMENTSTO AN OUTSIDE PARTY.

PART XII,

LINE 2C

NO CHANGE FROM PRIOR YEAR

132212
01-23-12

12491106

Schedule O (Form 990 or 990-EZ) (2011)

133855

AEA

2011.03040

33
AMERICAN ENERGY ALLIANCE

AEA

0MB No 1545-0047

Related Organizations and Unrelated Partnerships

SCHEDULER
(Form 990)

2011

.... Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
.... Attach to Form 990.
.... See separate instructions.

Department of the Treasury


Internal Revenue Service

Open to Public
fn~~iQn
Employer identification

Name of the organ1zat1on

Partl

Part It

Identification

number

26-2731617

AMERICAN ENERGY ALLIANCE


of Disregarded Entities (Complete If the organ1zat1onanswered 'Yes" to Form 990, Part IV, line 33.)
(a)

(b)

(c)

(d)

(e)

(f)

Name, address, and EIN


of disregarded entity

Primary act1v1ty

Legal dom1c1le(state or

Total income

End-of-year assets

Direct controlling
entity

foreign country)

Identification of Related Tax-Exempt Organizations (Complete If the organ1zat1onanswered 'Yes' to Form 990, Part IV, line 34 because 1thad one or more related tax-exempt
organizations during the tax year.)
(a)

(b)

(c)

(d)

(e)

(f)

(g)

Name, address, and EIN


of related organ1zat1on

Pnmary activity

Legal dom1c1le(state or

Exempt Code
section

Public chanty
status (1fsection
501 (c)(3))

Direct controlling
entity

Secbon 512(bX13)
controlled
enbty7

INSTITUTE FOR ENERGYRESEARCH- 76-0149778


1100 H STREET NW SUITE 400
WASHINGTONDC 20005

foreign country)

EDUCATIONAL

DISTRICT OF COLUMBIAISOl(C) (3)

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

~~~if-\2
LHA

509(A)(2)

Yes

~A

No

Schedule R (Form 990) 2011

34

AMERICAN ENERGY ALLIANCE

Schedule R (Form 990) 2011

Identification
of Related Organizations Taxable as a Partnership
organ1zat1ons treated as a partnership dunng the tax year.)

Part Ill

(a)
Name, address, and EIN
of related organ1zat1on

2 6-2 7 3161 7

Page 2

(Complete 1fthe organ1zat1on answered "Yes" to Form 990, Part JV, line 34 because 1t had one or more related

(b)

(c)

(d)

(e)

Primary act1v1ty

Legal
dom1c1le
(state or
foreign
country)

Direct controlling
entity

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

(f)

(g)

(h)

Share of total
income

Share of
end-of-year
assets

D1sproport1onate allocabons?

Yes

(j)

(i)

No

(k)

~eneral 01 Percentage
CodeV-UBI
amount in box managing ownership
20 of Schedule oartner?
K-1 (Form 1065) rte! No

Part IV

Identification of Related Organizations Taxable as a Corporation


organizations treated as a corporation or trust during the tax year.)

132162 01-23-12

or Trust (Complete 1fthe organization answered "Yes" to Form 990, Part IV, line 34 because 1t had one or more related

(a)

(b)

(c)

Name, address, and EIN


of related organization

Primary actlVlty

Legal dom1c1le
(state or
foreign
country)

35

(d)

(e)

(f)

(g)

(h)

Direct controlling
entity

Type of entity
(C corp, S corp,
or trust)

Share of total
income

Share of
end-of-year
assets

Percentage
ownership

Schedule

R (Form 990) 2011

Schedule R (Form 990) 2011

PartV

AMERICAN

ENERGY

26-2 7 31617

ALLIANCE

Page3

Transactions With Related Organizations (Complete 1fthe organ1zat1onanswered 'Yes" to Form 990, Part IV, line 34, 35, 35a, or 36.)
Yes

Note. Complete line 1 1fany entity 1slisted 1nParts II, Ill, or IV of this schedule.

No

During the tax year, did the organ1zat1onengage in any of the following transactions with one or more related organ1zat1onslisted in Parts II-IV?

1a

a Receipt of (i) interest (ii) annu1t1es(iii) royalties or (iv) rent from a controlled entity
b Gift, grant, or capital contribution to related organ1zat1on(s)

1b

c Gift, grant, or capital contribution from related organ1zat1on(s)

1c

d Loans or loan guarantees to or for related organ1zat1on(s)

1d

X
X

e Loans or loan guarantees by related organ1zat1on(s)

1e

1f

X
X
X
X

Sale of assets to related organ1zat1on(s)

g Purchase of assets from related organ1zat1on(s)

1g

h Exchange of assets with related organ1zat1on(s)

1h

Lease of fac11it1es,
equipment, or other assets to related organ1zat1on(s)

1i

Lease of fac11it1es,
equipment, or other assets from related organ1zat1on(s)

1i
1k

k Performance of services or membership or fundra1s1ngsollc1tat1onsfor related organ1zat1on(s)


I Performance of services or membership or fundraising sollc1tat1onsby related organ1zat1on(s)
m Sharing of fac11it1es,
equipment, mailing lists, or other assets with related organ1zat1on(s)
n Sharing of paid employees with related organ1zat1on(s)

11
1m
1n

o Reimbursement paid to related organ1zat1on(s)for expenses

1o

p Reimbursement paid by related organ1zat1on(s)for expenses

1D

q Other transfer of cash or property to related organ1zat1on(s)

1a

1r

Other transfer of cash or orooertv from related oroan1zat1onls\

'Y

If th

....

(a)
Name of other organization

X
X
X

(b)
Transaction
type (ar)

(c)
Amount involved

111 INSTITUTE

FOR

ENERGY

RESEARCH

292,632.

121 INSTITUTE

FOR

ENERGY

RESEARCH

14,641.

131INSTITUTE

FOR

ENERGY

RESEARCH

41,842.

~1INSTITUTE

FOR

ENERGY

RESEARCH

300,000.

~.

~---

X
X
X
X
X
X

---

(d)
Method of determining
amount involved

151
161
132163 01-23-12

36

Schedule R (Form 990) 2011

Schedule R (Form 990) 2011

PartVI

AMERICAN ENERGY ALLIANCE

Unrelated Organizations

26-2 7 3161 7

Page4

Taxable as a Partnership (Complete rf the organrzatron answered 'Yes' to Form 990, Part IV, lrne 37.)

Provide the following information for each entity taxed as a partnership through which the organ1zat1onconducted more than frve percent of rts act1v1t1es(measured by total assets or gross revenue)
that was not a related organrzatron. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN
of entity

(b)
Primary act1v1ty

(c)
Legal domrcrle
(state or foreign
country)

(d)

(e)

Areall
Predominantincome pannerssec

(related,unrelated, 501(c)~3)
excludedfrom tax LJ!!Lunder section 512-514)Yes No

(f)
Share of
total
income

(g)
Share of
end-of-year
assets

(h)

(i)

(j)

(k)

D1spropor- CodeVUBI General01 Percentage


uonate amount in box 20 managing

~~ of ScheduleK-1 ~rtn~

Yes No

ownership

(Form 1065) Yes No

Schedule R (Form 990) 2011


132164
01-23-12

37

AMERICAN
Part VII Supplemental Information

Schedule R Form 990 201.1

ENERGY ALLIANCE

2 6-2 7 3161 7

Pa e 5

Complete this part to provide add1t1onalinformation for responses to questions on Schedule R (see 1nstruct1ons)

Schedule R (Form 990) 2011

01-23-12

38
12491106

133855

AEA

2011.03040

AMERICAN

ENERGY ALLIANCE

AEA

Page 2

... [X)

Form 8868 (Rev.12012)


If ou are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II and check this box
Not:. Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868.
If ou are f1l1ngfor an Automatic 3-Month Extension, complete only Part I on. age 1 ,

Part

'

FIie by the
due date for
filing your
return See
,nstruct,ons

26-2731617

[Kl

AMERICAN ENERGY ALLIANCE

Social security number (SSN)

Number, street, and room or suite no. If a P.O. box, see instructions.

1100

Enter filer's identifvina number. see instructions


Employer ident1ficat1onnumber (EIN) or

Name of exempt organization or other filer, see instructions

Type or
print

. .

Additional (Not Automatic) 3-Month Extension of Time. Only file the ong1nal (no copies neede~).

H STREET, NW, NO. 400

City, town or post office, state, and ZIP code. For a foreign address, see Instructions.

WASHINGTON, DC

20005

Enter the Return code for the return that this application 1sfor (file a separate application for each return)
Return

Application

Return

Application

ls For
Code
Is For
01
Form 990
Form 1041A
02
Form 990-BL
Form 4720
01
Form 990-EZ
Form 5227
04
Form 990-PF
Form 6069
05
Form 990-T (sec. 401 Calor 408Caltrust\
Form 8870
06
Form 990T (trust other than above\
STOP! Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868.

THE ORGANIZATION
H STREET, NW, NO. 400

Thebooksare1nthecareof
.... 1100
Telephone No .... 202-621-2940

Code
08
09

10
11
12

- WASHINGTON, DC 20005

FAX No .... ___________

...
If the organ1zat1ondoes not have an office or place of business 1nthe United States, check this box
If this 1sfor a Group Return, enter the organ1zat1on's four d1g1tGroup Exemption Number (GEN)
. If this 1sfor the whole group, check this
box ...
If 1t1sfor part of the group, check this box ...
and attach a list with the names and EINs of all members the extension 1sfor.
4
I request an add1t1onal3month extension of time until
NOVEMBER 15 , 2012.

5
6

For calendar year 2 0 11 , or other tax year beginning --------==----If the tax year entered 1nline 5 is for less than 12 months, check reason:

Change 1naccounting period


State 1ndetail why you need the extension

8a

, and
ln1t1alreturn

ending
0=.-R_in_a_l_re-t-ur_n
_______

SEE STATEMENT 1

If this application 1sfor Form 990BL, 990-PF, 990T, 4720, or 6069, enter the tentative tax, less any

nonrefundable credits. See 1nstruct1ons.


If this appl1cat1on1sfor Form 990PF, 990T, 4720, or 6069, enter any refundable credits and estimated
tax payments made. Include any prior year overpayment allowed as a credit and any amount paid

orev1ouslv with Form 8868.


Balance due. Subtract line Sb from line Sa. Include your payment with this form, if required, by using
EFTPS (Electronic Federal Tax Pavment Svstem\. See instructions.

..

Title ....

S1 nature ...

CPA

8a

0.

.............
8b

0.

8c

o.

Date ...

123842
01-06-12

14220814

133855

AEA

2011.03040

AMERICAN ENERGY ALLIANCE

AEA

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