Académique Documents
Professionnel Documents
Culture Documents
Form
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
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:
9
10
11
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~
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
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.
12
a.
)(
w
.....
AEA
:;::;
>
0
C,
997,375.
GI
~c:
202-621-2940
G Gross receipts$
GI
26-2731617
1.Room/suite E Telephone number
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.
0MB No 1545-0047
1,947,678.
109,718.
1,837,960.
End of Year
1,227,606.
138,157.
1,089,449.
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
26-2731617
~e2
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
) (Revenue$
4c
(Code
) (Expenses$
9 7 1 116 Including grants of$ --------) (Revenue$-------RESEARCH: AEA CONDUCTS RESEARCH ON ENERGY AND ENVIRONMENTAL POLICY AND
DEVELOPS POLICY POSITIONS FOR THE PURPOSES OF EDUCATING POLICY MAKERS,
CITIZENS,
THE MEDIA AND OTHER CONSTITUENCIES.
4d
4e
(Expenses$
) (Revenue$
1,635,768.
Form 990 (2011)
132002
02-09-12
12491106
133855
AEA
2011.03040
AEA
26 - 2731617
Paae3
Yes
No
Is the organization described 1nsection 501 (c)(3) or 4947(a)(1) (other than a private foundation)?
2
3
X
X
Did the organization engage in direct or 1nd1rectpol1t1calcampaign act1v1t1eson behalf of or 1noppos1t1onto candidates for
Did the organ1zat1onengage 1nlobbying act1v1t1es,or have a section 501 (h) election in effect
4
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
11b
11c
11d
X
X
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
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
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,"
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
AEA
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
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
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
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
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
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
132004
01-23-12
12491106
133855
AEA
2011.03040
AEA
Part V
26-2731617
Pa
e5
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
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
6a
5b
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
6a
6b
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
7e
7f
7Q
7h
8
9a
9b
I 1oa I
10b
11a
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
AEA
Form990
2011
26-2731617
Pa e6
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
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
4
X
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?
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
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
12c
13
13
14
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
15a
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
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
~~-
Form990(2011)
12491106
133855
AEA
2011.03040
AEA
Form990
2011
26-2731617
e7
Pa
Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
Officers, Directors,
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.
12.00
36,830.
120,670.
12,728.
6.00
11,522.
88,861.
8,297.
132007 01-23-12
12491106
133855
AEA
2011.03040
AEA
A.
Officers
Directors
Trustees
(A)
Kev Emclovees
(B)
Average
hours per
week
(descnbe
hours for
related
organizations
in Schedule
0)
1b
26 - 2731617
]"
sa
'
l
0
Estimated
amount of
other
compensation
from the
organ1zat1on
and related
organ1zat1ons
il
1/io
! ">J
I
,:!
>-
:,:.,
Sub-total
(F)
!! s
s
Page8
208,564.
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
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
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
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2011.03040
AEA
26 - 2731617
I Part VIII I
(A)
Total revenue
-cncn
..
-oU>
1c
d Related organizations
1d
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.
991,506.
Business Code
CII
2 a
u
-~
G)
CII:::,
U) C
E~
caGI
..
a.
cP=
0
e
f
other s1m1laramounts)
Royalties
(1)Real
5,869.
5,869.
/11\Personal
6 a Gross rents
b Less: rental expenses
C
(I)
(11)Other
Secunt1es
Gain or (loss)
~
>
CII
Ba
CII
CII
..
a:
CII
J:.
b
b Less: direct expenses
C Net income or (loss) from gaming act1v1t1es
Business Code
11 a
b
C
~
~
997.375.
0.
132009
01-23-12
o.
5,869.
Form 990 (2011)
12491106
133855
AEA
2011.03040
AEA
Form990
26-2731617
2011
Pae10
(C)
Management and
aeneral exoenses
(D)
Fundra1s1ng
expenses
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.
4
5
28,570.
9
10
11
a Management
7,330.
26,386.
b Legal
c Accounting
250.
7,080.
26,386.
d Lobbying
e
g Other
12
13
14
15
16
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
4,070.
68.
4,490.
expenses
19
20
21
22
23
24
18,555.
10,628.
18,555.
10,628.
0.
50,875.
-56,909.
6,034.
b
C
d
e All other expenses
25
26
13,894.
1,745,886.
1,635,768.
2,974.
50,253.
10,920.
59,865.
132010 01-23-12
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2011.03040
10
AMERICAN ENERGY ALLIANCE
AEA
l Balance
26 - 2731617
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
30
31
32
(B)
End of year
1
2
278,855.
898,579.
3
4
6
7
8
3,909.
en
102,426.
1,818,079.
Cash non-interest-bearing
Savings and temporary cash investments
Paae 11
Sheet
23,264.
1,947,678.
109,718.
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
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
Form990 2011
Part Xt Reconciliation
2 6 -2 7 316 1 7
Pa e
of Net Assets
1
2
3
4
5
6
12
1
2
3
4
5
6
997,375.
1,745,886.
-748,511.
1,837,960.
0.
1,089,449.
Yes
1
2a
b
c
00
No
2a
2b
2c
3a
3b
Form 990 (2011)
132012
01-23-12
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133855
AEA
2011.03040
12
AMERICAN ENERGY ALLIANCE
AEA
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
Public
Jnspectlon
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
Employer identification
Provide a description of the organization's direct and 1nd1rectpolitical campaign act1v1t1esin Part IV.
Pol1t1calexpenditures
Volunteer hours
IPart
number
26-2731617
....$
_______
_
_
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
IPart
1-C
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,
.... $
~~~~~~~~~-
.... $ ~----,,~.---~~-===~-
line 17b
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
(c) EIN
Yes
No
LHA
132041
01-27-12
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17
AMERICAN ENERGY ALLIANCE
AEA
ScheduleC
Form990or990E
Part I-A
A Check ~
B Check
2011
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
(b) Aff1l1atedgroup
totals
Dves
0No
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) Total
132042
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18
AMERICAN ENERGY ALLIANCE
AEA
ScheduleC
Form990or9QOE
Part H-B
2011
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
!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
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
!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.
12491106
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19
AMERICAN ENERGY ALLIANCE
AEA
0MB No 1545-0047
SCHEDULED
(Form 990)
2011
Osmitq~ic
lnspection
Employer identification
Part J
Organizations Maintaining
number
26-2731617
Complete 1fthe
1
2
Dves
0No
0Yes
0No
D
D
D
2
a
b
c
d
3
4
5
6
7
8
D
D
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
---------~
the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
.... $ _______
.... $ ______
12491106
133855
AEA
2011.03040
_
_
20
AMERICAN ENERGY ALLIANCE
AEA
ScheduleD
Form990 2011
Collections
26-2731617
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
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
1a Land
b Buildings
C Leasehold improvements
d Eq1.11pment
Yes
No
3a(i)
3a!iil
3b
(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).)
44,459.
44,459.
132052
01-23-12
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AEA
2011.03040
21
AMERICAN ENERGY ALLIANCE
AEA
26 - 2731617
IPartVH1
Paae3
(Bl
(Cl
(Dl
(El
(Fl
CG)
(Hl
(I)
Total. /Col /bl must eaual Form 990 Part X col 18\ Ima 12 \ ~
I Part
(9l
(10)
Total. (Col (bl must eaual Form 990 Part X col /Bl lme 13 l ~
I Part IX l
Other Assets.
(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
(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,
132053
01-23-12
12491106
~
tinanc,a statements that reports the organizations
133855
AEA
2011.03040
22
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
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.
I Part
-748,511.
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
Total expenses (Form 990, Part IX, column (A), line 25)
IPart
1
2
26 - 2731617
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:
2011
OF THE INTERNAL
AND 2010,
THE ALLIANCE
2011
AND 2010,
132054
01-23-12
12491106
133855
AEA
2011.03040
23
AMERICAN ENERGY ALLIANCE
AEA
2 6-2 7 316 1 7
Pa e 5
FINANCIAL STATEMENTS.
LIMITATIONS
AS OF DECEMBER 31,
2011,
THE STATUTE OF
2010,
12491106
133855
AEA
2011.03040
24
AMERICAN ENERGY ALLIANCE
AEA
0MB No 1545-0047
SCHEDULE I
(Form 990)
2011
Open to Public
Inspection
Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22.
Employer identification
number
26-2731617
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
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)
~o
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.
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.
-----
Part
UI j
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
Complete this part to provide the information reau1red 1nPart I, hne 2, and anv other add1t1onalinformation.
THESE
132102 01-27-12
26
Compensation
SCHEDULEJ
(Form 990)
Information
0MB No 1545-0047
2011
Open to Public
Inspection
Employer identification
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
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
committee
Independent compensation
consultant
[X]
[X]
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:
4a
4b
4c
X
X
X
5a
5b
a The organ1zat1on?
6a
6b
If "Yes' to any of lines 4a-c, list the persons and provide the applicable amounts for each item tn Part Ill.
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?
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:
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
Were any amounts reported In Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the
132111
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AMERICAN ENERGY ALLIANCE
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AMERICAN
26-2731617
ENERGY ALLIANCE
Page2
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
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
IN PART VII,
LINE lA,
TO $15,000.
29
Supplemental
SCHEDULEO
(Form 990 or 990-EZ)
Op~tq~ic
fnspectiQn
Employer identification
PART I,
LINE 1,
PART III,
number
26-2731617
FORM 990,
2011
FORM 990,
0MB No 1545-0047
LINE 1,
RELIABLE ENERGY.
FORM 990,
PART VI,
"OFFICERS",
SECTION A, LINE 4:
SECTION 5.1
AND 5.2
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,
FORM 990,
PART VI,
FORM 990,
PART VI,
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
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2011
Pa e2
Employer identification number
26-2731617
INTEREST EXISTS,
INDIVIDUALS,
THE POTENTIAL CONFLICT MAY PRESENT HIS OR HER CASE TO THE BOARD OF
DIRECTORS,
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.
POTENTIAL CONFLICT MAY PRESENT HIS OR HER CASE TO THE PRESIDENT AND/OR
BOARD OF DIRECTORS,
FORM 990,
PART VI,
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AMERICAN ENERGY ALLIANCE
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2011
Employer identification
Pa e2
number
26-2731617
THE
PROCESS USED BY !ER TO DETERMINE THE COMPENSATION OF THE CEO IS BASED UPON
COMPARABLE SALARIES FOR EXECUTIVES WITH SIMILAR EXPERIENCE AND
RESPONSIBILITIES
BOARD, AT THE NEXT BOARD MEETING, ALL OF ITS ACTIONS SINCE THE LAST BOARD
MEETING.
FROM COMPARABLE
THE RECOMMENDED
FORM 990,
PART VI,
LINE 17,
LIST
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,
MAKES AVAILABLE ITS FORM 990 AND ALL OTHER DOCUMENTSREQUIRED BY LAW TO BE
MADE AVAILABLE TO THE PUBLIC.
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THE
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Employer identification
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,
PART XII,
LINE 2C
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AMERICAN ENERGY ALLIANCE
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0MB No 1545-0047
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.
Open to Public
fn~~iQn
Employer identification
Partl
Part It
Identification
number
26-2731617
(b)
(c)
(d)
(e)
(f)
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)
Pnmary activity
Legal dom1c1le(state or
Exempt Code
section
Public chanty
status (1fsection
501 (c)(3))
Direct controlling
entity
Secbon 512(bX13)
controlled
enbty7
foreign country)
EDUCATIONAL
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
~~~if-\2
LHA
509(A)(2)
Yes
~A
No
34
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
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)
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
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
1c
1d
X
X
1e
1f
X
X
X
X
1g
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
11
1m
1n
1o
1D
1a
1r
'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
PartVI
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)
~~ of ScheduleK-1 ~rtn~
Yes No
ownership
37
AMERICAN
Part VII Supplemental Information
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)
01-23-12
38
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Page 2
... [X)
Part
'
FIie by the
due date for
filing your
return See
,nstruct,ons
26-2731617
[Kl
Number, street, and room or suite no. If a P.O. box, see instructions.
1100
Type or
print
. .
Additional (Not Automatic) 3-Month Extension of Time. Only file the ong1nal (no copies neede~).
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
...
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:
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
..
Title ....
S1 nature ...
CPA
8a
0.
.............
8b
0.
8c
o.
Date ...
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