Escolar Documentos
Profissional Documentos
Cultura Documentos
990
Department
of theTreasury
Internal Revenue Service
No 1545-0047
2009
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
Open to Public
tnspe~tiQII
and ending
0MB
Please<?Name of organization
D Employer identification
number
useIRS
label or
DAddress
ALLIANCE
I CAN
ENERGY
change pnntor~ER
type
DName
26-2731617
change
Doino Business As
01nit1al
See
E
Telephone
number
[
Room/suite
Number
and
street
(or
PO
box
1f
ma1l
1s
not
delivered
to
street
address)
return
Specific
DTermm202-621-2940
1100
H
STREET,
NW
400
lnstrucated
DAmended t1ons
1,725,615.
G Grossreceipts$
City or town, state or country, and ZIP+ 4
return
DAppllca20005
!WASHINGTON,
DC
H(a)
Is
this
a
group
return
t1on
pending
PYLE
0Yes
00No
for aff1l1ates?
F Name and address of principal off1cer:THOMAS
SAME
AS C ABOVE
H(b) Are all aff1l1ates
included?D Yes D
No
J Website:~
I Part JI Summary
GI
C
cg
C
..
AMERICAN
Bnefly describe the organ1zat1on'sm1ss1onor most s1gnif1cantact1v1t1es:THE
ADVOCACY
GRASSROOTS
AN EDUCATIONAL
AND
IS
(AEA)
ENERGY
ALLIANCE
ORGANIZATION.
3
4
Number of voting members of the governing body (Part VI, line 1a)
Number of independent voting members of the governing body (Part VI, line 1b)
GI
'>
:;:
GI
>
0
C,
al:I
Ill
:;:
u
ct
GI
GI
5
7a
7b
10
C'.I
11
Other revenue (Part VIII, column (A), lines 5, 6d, Be, 9c, 10c, and 11e)
12
-"
13
14
~
Ill
I
z
.-. ~-1"11
01
l\L-
""B"li"l'jlil
lwl
, ,
a~ I
Other expenses (Part IX, c~~f!l.~i~!~e~-1J.a,~1.1.f,24f)
17
18
,~ ..:,-\ '1\1
20
<("C
21
Total liab11it1es
(Part X, line 26)
z=>
u..
22
Q)~
"'"'
<l>a:J
a,C:
Current Year
1,816,078.
1,719,513.
1,251.
4 f 851.
1,725,615.
15,000.
34,740.
180,639.
1,640,877.
1,675,617.
140,461.
1,471,225.
1,666,864.
58,751.
55 1 0 72
19
~
"'C:
Prior Year
1,816,078.
I UJ I
11\
I ii (. I
U'l
16a Professional fundra1s1ngfees (Part IX; column (A), li1e 1 ~e)
5
3
0
0
0.
0.
::,
AEA
1fthe organization discontinued its operations or disposed of more than 25% of its net assets.
End of Year
272,810.
74,151.
198,659.
198,837.
58,929.
139.908.
~ s,,oat~ra,;,~JL
Sign
Here
Paid
Preparer's
Use Only
!:Ii-zh"
PRESIDENT
THOMAS
PYLE '
Typeor print nameand title
Preparer's ~
signature
Firm's name (or
yours tf
l"t":
'--,,
COCCHIARO
self-employed),~211
NORTH
address,
and
ALEXANDRIA,
ZIP+4
_)""PA-
~Date
'J-1:J-lh
STREET,
Prepare(s
1denbfying
number
(seeinstrucbons)
EIN ~
& ASSOCIATES
UNION
VA
Check1f
selfemployed ~ 00
SUITE
22314
100
Phoneno ~
703-519-1226
May the IRS discuss this return with the preparer shown above? (see 1nstruct1ons)
932001 02-04.,0
SEE
00
LHA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions,
SCHEDULE
O FOR
ORGANIZATION
MISSION
STATEMENT
CONTINUATION
<1f'1'-1r;
Yes
No
"\
Form990 2009
26-2731617
Pa e2
D1dthe organ1zat1onundertake any s1gn1f1cantprogram services during the year which were not listed on
the prior Form 990 or 990EZ?
Dves
00No
Dves
00No
D1dthe organization cease conducting, or make s1gn1f1cantchanges 1nhow 1tconducts, any program services?
If 'Yes,' descnbe these changes on Schedule 0.
Descnbe the exempt purpose achievements for each of the organization's three largest program services 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, 1fany, for each program service reported.
4a
} (Expenses $
3 0 3 , 2 1 7 . 1nclud1nggrants of $
15 , 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:
) (Expenses $ 1 , 13 0 , 3 4 3 1nclud1nggrants of $
) (Revenue $
ADVOCACY: AEA'S LEGISLATIVE AND PUBLIC POLICY ADVOCACY TAKE PLACE AT
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.
THROUGHA 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.
4d
4e
(Code
) (Expenses $
114 , 4 7 6 1nclud1nggrants 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.
(Expenses $
1nclud1nggrants of $
) (Revenue$
1 , 5 48 , 0 3 6
Form 990 (2009)
932002
02-04-10
08381112
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AEA
26 - 2731617
Page
Yes
No
Is the orgari1zat1ondescnbed 1nsection 501 (c)(3) or 4947(a)(1) (other than a pnvate foundation)?
Did the organization engage 1ndirect or indirect political campaign activ1t1eson behalf of or In oppos1t1on to candidates for
X
X
reporting requirement and proxy tax? If "Yes," complete Schedule C, Part Ill
Did the organ1zat1onmaintain any donor advised funds or any s1m1larfunds or accounts where donors have the right to
provide advice on the d1stnbut1on or investment of amounts 1nsuch funds or accounts? If "Yes," complete Schedule D, Part I
10
Did the organ1zat1onreceive or hold a conservation easement, 1nclud1ngeasements to preserve open space,
the environment, h1stonc land areas, or h1stonc structures? If "Yes," complete Schedule D, Part II
Did the organ1zat1onma1nta1ncollections of works of art, h1stoncal treasures, or other s1m1larassets? If "Yes," complete
credit counseling, debt management, credit repair, or debt negot1at1onservices? If "Yes," complete Schedule D, Part IV
10
Did the organ1zat1on,directly or through a related organ1zat1on,hold assets In term, permanent, or quas1endowments?
11
as applicable
11
12
Did the organization report an amount for land, bu1ld1ngs,and equipment 1nPart X, line 10? If "Yes," complete Schedule D,
Part VI
Did the organization report an amount for investments other securities 1nPart X, l1ne 12 that 1s5% or more of its total
assets reported 1nPart X, line 16? If "Yes," complete Schedule D, Part VII
assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.
Old the organization report an amount for other assets 1nPart X, line 15 that 1s5% or more of its total assets reported in
Part X, line 16? If "Yes," complete Schedule D, Part IX
12
Did the organ1zat1onobtain separate, independent audited f1nanc1alstatements for the tax year? If "Yes," complete
12A Was the organ1zat1onincluded 1nconsolidated, independent audited financial statements for the tax year?
If "Yes," completing Schedule D, Parts XI, XII, and XIII ts optional
I Yes I No
I 12A I IX
14a
X
X
14b
15
16
17
18
19
Did the oraanizat1on ooerate one or more hoso1tals? If "Yes " como/ete Schedule H
20
X
X
13
14a Did the organization maintain an office, employees, or agents outside of the United States?
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmak1ng, fundra1s1ng, business,
and program service act1v1t1esoutside the United States? If "Yes," complete Schedule F, Part I
15
Old the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization
or entity located outside the United States? If "Yes," complete Schedule F, Part II
16
Old the organ1zat1onreport on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to 1nd1v1duals
located outside the United States? If "Yes," complete Schedule F, Part Ill
17
Did the organization report a total of more than $15,000 of expenses for professional fundra1s1ng services on Part IX,
column (A), Imes 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 organ1zat1onreport more than $15,000 of gross income from gaming act1v1t1eson Part VIII, line 9a? If "Yes,"
20
13
932003
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AEA
2009.04040
3
AMERICAN ENERGY ALLIANCE
AEA
l P~rt
26 - 2731617
Page
(continued)
Yes
21
Did the organ1zat1onreport more than $5,000 of grants and other assistance to governments and organ1zat1ons1nthe
22
D1dthe organ1zat1onreport 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 I, Parts I and II
column (A), line 2? If "Yes," complete Schedule/, Parts I and /JI
21
No
X
X
22
Did the organ1zat1onanswer 'Yes' to Part VII, Section A, line 3, 4, or 5 about compensation of the organ1zat1on'scurrent
23
and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete
ScheduleJ
23
24a Did the organ1zat1onhave 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
Schedule K. If "No", go to /me 25
C
24a
b D1dthe organ1zat1oninvest any proceeds of tax-exempt bonds beyond a temporary period exception?
24b
Did the organ1zat1onmaintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?
24c
d Did the organ1zat1onact 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.
24d
25a
25b
26
27
b Is the organization aware that It engaged 1nan excess benefit transaction with a d1squahf1edperson 1na 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 d1squahf1ed
person outstanding as of the end of the organization's tax 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 a grant selection committee member, or to a person related to such an 1nd1v1dual?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 JV
28a
b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV
28b
c An entity of which a current or former officer, director, trustee, or key employee of the organ1zat1on(or a family member) was
an officer, director, trustee, or direct or 1nd1rectowner? If "Yes," complete Schedule L, Part IV
28c
29
Did the organization receive more than $25,000 1nnon-cash contributions? If "Yes," complete Schedule M
29
X
X
30
Did the organ1zat1onreceive contributions of art, historical treasures, or other s1m1larassets, or qual1f1edconservation
30
31
32
33
32
Did the organ1zat1onsell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete
Schedule N, Part II
33
Did the organ1zat1onown 100% of an entity disregarded as separate from the organization under Regulations
34
35
v;/me 2
35
v;/me 2
36
Did the organ1zat1onconduct more than 5% of its act1v1t1esthrough an entity that 1snot a related organization
and that 1streated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
38
34
v;/me 1
Is any related organization a controlled entity within the meaning of section 512(b)(13)?
37
Did the organization complete Schedule O and provide explanations 1nSchedule O for Part VI, lines 11 and 19?
Note. All Form 990 filers are reau1red to comolete Schedule 0.
38
932004
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4
AMERICAN ENERGY ALLIANCE
AEA
I P-art VI
26-2731617
Page5
1a Enter the number reported In Box 3 of Form 1096, Annual Summary and Transmittal of
U.S. Information Returns. Enter -0 1fnot applicable
1a
b Enter the number of Forms W2G included in line 1a. Enter -0 1fnot applicable
1b
c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
No
10
0
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 within the year covered by this return
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-f1/ethis return. (see instructions)
3a Did the organ1zat1onhave unrelated business gross income of $1,000 or more dunng the year covered by this return?
b If 'Yes,' has 1tfiled a Form 990-T for this year? If "No," provide an explanation ,n Schedule 0
3a
3b
4a At any time dunng the calendar year, did the organization have an interest 1n,or a signature or other authonty over, a
financial account in a foreign country (such as a bank account, secunt1esaccount, or other financial account)?
4a
5a
X
X
b If 'Yes,' enter the name of the foreign country:~-------------------------See the 1nstruct1onsfor exceptions and filing requirements for Form TD F 9022.1, Report of Foreign Bank and
Financial Accounts.
5a Was the organ1zat1ona party to a proh1b1tedtax shelter transaction at any time during the tax year?
b Did any taxable party notify the organization that 1twas or 1sa party to a proh1b1tedtax shelter transaction?
c If 'Yes,' to line Sa or Sb, d1dthe organization file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Proh1b1ted
Tax Shelter Transaction?
6a Does the organ1zat1onhave annual gross receipts that are normally greater than $100,000, and did the organ1zat1onsolicit
any contributions that were not tax deductible?
an express statement that such contr1but1onsor gifts
b If 'Yes,' d1dthe organ1zat1oninclude with every sol1c1tat1on
were not tax deductible?
7
5b
5c
6a
6b
a Did the organ1zat1onreceive a payment 1nexcess of $75 made partly as a contnbut1on and partly for goods and services
provided to the payor?
7a
b If 'Yes,' d1dthe organ1zat1onnotify the donor of the value of the goods or services provided?
7b
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which 11was required
to file Form 8282?
7c
I 1d I
e Did the organ1zat1on,dunng the year, receive any funds, directly or indirectly, to pay premiums on a personal
benefit contract?
f Did the organization, dunng the year, pay premiums, directly or indirectly, on a personal benefit contract?
g For all contributions of qualified intellectual property, did the organ1zat1onfile Form 8899 as required?
h For contributions of cars, boats, airplanes, and other vehicles, d1dthe organ1zat1onfile a Form 1098-C as required?
8
7a
7h
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the
supporting organ1zat1on,or a donor advised fund maintained by a sponsonng organization, have excess business holdings
at any time during the year?
7e
7f
9a
9b
I 1oa I
a ln1t1at1on
fees and capital contnbut1ons included on Part VIII, line 12
b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club fac1l1t1es
11 Section 501 (c)(12) organizations. Enter:
a Gross income from members or shareholders
10b
11a
l---+--------1
b Gross income from other sources (Do not net amounts due or paid to other sources against
amounts due or received from them.)
~1_1_b~-------1
12a Section 494 7(a)(1) non-exempt charitable trusts. Is the organ1zat1onfiling Form 990 1nlieu of Form 1041?
b If 'Yes ' enter the amount of taxexemot interest received or accrued dunno the vear
I 12b I
12a
Form990 (2009)
932005
02-04-10
08381112
133855
AEA
2009.04040
AEA
Form990 2009
26-2731617
Pa e6
For each "Yes" response to /mes 2 through lb below, and for a "No" response
to /me Ba, Bb, ,or 1Ob below, descnbe the c,rcumstances, processes, or changes in Schedule O See 1nstruct1ons
I 1a I
1b
b Enter the number of voting members that are independent
Did any officer, director, trustee, or key employee have a family relat1onsh1por a business relat1onsh1pwith any other
Yes
No
5
3
2
X
X
X
X
Did the organ1zat1onmake any s1gnrfrcant changes torts organ1zat1onaldocuments srnce the pnor Form 990 was fried?
Ord the organrzat1on become aware during the year of a material d1versron of the organ1zat1on'sassets?
7a Does the organrzatron have members, stockholders, or other persons who may elect one or more members of the
7a
governing body?
b Are any dec1s1onsof the governing body subJect to approval by members, stockholders, or other persons?
Did the organ1zatron contemporaneously document the meetings held or written actions undertaken during the year
8
7b
by the following:
a The governing body?
8a
Sb
X
X
Is there any offrcer, drrector, trustee, or key employee listed rn Part VII, Section A, who cannot be reached at the
oraanrzat1on's marlina address? If "Yes "orov1de the names and addresses tn Schedule 0
Section B. Policies
(This Section B reauests 1nformat1onabout po/tc1es not reau,red bv the Internal Revenue Code.)
Yes
10a Does the organrzatron have local chapters, branches, or affiliates?
No
10a
b If 'Yes,' does the organrzat1on have written polrcres and procedures governing the act1v1t1es
of such chapters, affiliates,
and branches to ensure therr operations are consistent with those of the organrzat1on?
10b
11
12a
12b
12c
13
14
Does the organrzat1on have 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
Has the organrzatron provrded a copy of this Form 990 to all members of rts governing body before filing the form?
11
11A Describe 1nSchedule O the process, If any, used by the organ1zat1onto review this Form 990.
12a Does the organ1zat1onhave a written conflict of interest policy? If "No," go to /tne 13
b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise
to conflicts?
C
13
Does the organ1zat1onregularly and consistently monrtor and enforce compliance with the policy? If "Yes," descnbe
persons, comparability data, and contemporaneous substant1at1onof the deliberation and dec1s1on?
a The organ1zat1on'sCEO, Executive Director, or top management off1c1al
15a
15b
X
X
16a
b If 'Yes,' has the organrzat1on adopted a written policy or procedure requmng the organrzat1on to evaluate 1ts part1c1pat1on
In Joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organrzat1on's
exemot status with resoect to such arranaements?
16b
Section C. Disclosure
17
List the states with which a copy of this Form 990 1srequired to be filed ....AL,
18
Section 6104 requires an organrzat1on to make its Forms 1023 (or 1024 1fapplicable), 990, and 990-T (501 (c)(3)s only) available for
public inspection. Indicate how you make these available. Check all that apply.
Own website
[X]
Another's website
[X]
Upon request
19
Describe 1nSchedule O whether (and If so, how), the organrzat1on makes its governing documents, conflict of interest policy, and f1nanc1al
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organ1zat1on:~
~~-
20005
Form990 (2009)
932006
02-04-10
OF STATES
08381112
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2009.04040
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Form990 2009
26-2731617
Page
Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
Section A.
Employees
1 a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax
year. Use Schedule J-2 1fadd1t1onalspace 1sneeded.
or organ1zat1ons), regardless of amount of compensation
List all of the organization's current officers, directors, trustees (whether 1nd1V1duals
Enter -0 1ncolumns (D), (E), and (F) 1fno compensation was paid.
List all of the organization's current key employees. See instructions for definition of '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 $100,000from the organizationand any relatedorgan1zat1ons.
List all of the organ1zat1on'sformer 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'sformer directors or trustees that received, 1nthe capacity as a former director or trustee of the organ1zat1on,
more than $10,000 of reportable compensation from the organization and any related organ1zat1ons.
List persons 1nthe following order: 1nd1v1dualtrustees or directors; 1nst1tut1onaltrustees, officers; key employees; highest compensated employees;
and former such persons
Check this box I the oroanizat1on did not compensate an v current o ff leer, director, or trustee.
(A)
(B)
(C)
(D)
(E)
(F)
Average
hours
per
week
Pos1t1on
(check all that apply)
Reportable
compensation
from
the
organ1zat1on
fY'/2/1099-MISC)
Reportable
compensation
from related
organ 1zat1ons
fY'/2/1099MISC)
Estimated
amount of
other
compensation
from the
organ1zat1on
and related
organ1zat1ons
-6
"C
il
!l
!l.6 .,.
.6
0
~,.
-a
.s
THOMAS PYLE
PRESIDENT
LISA WALLACE
SECRETARY/TREASURER
WAYNEGABLE
DIRECTOR
JAMES CLARKSON
DIRECTOR
SCOTT ALEX BEAULIER
DIRECTOR
BRIAN KENNEDY
DIRECTOR
DANIEL KISH
SVP POLICY
~ll!o!L
il
of
12.00
49,629.
169,421.
18,076.
12.00
19,614.
124,436.
11,901.
1.00
0.
0.
0.
1.00
0.
0.
0.
1.00
0.
0.
0.
1.00
0.
0.
0.
1.00
1,789.
148,211.
12,412.
932007 02-04-10
08511112
133855
AEA
2009.04040
AEA
Officers
A.
Directors
Trustees
(A}
Key Employees
Average
hours
per
week
Page
(D)
(E)
(F)
Pos1t1on
(check all that apply)
Reportable
compensation
from
the
organ1zat1on
fY'/2/1099-MISC)
Reportable
compensation
from related
organizations
fY'/2/1099MISC)
Estimated
amount of
other
compensation
from the
organization
and related
organ1zat1ons
71,032.
442,068.
'a
"C
!l !E
:l!
1!
0
a
" 1 58
'a
.s
I ~81
ii
Emolo~ees (conttnuedJ
(C)
(B)
! ti I
0
,:1
1 b Total
2
26 - 2731617
42,389.
Total number of 1nd1v1duals(including but not l1m1tedto those listed above) who received more than $100,000 1n reportable
Did the organization list any former officer, director or trustee, key employee, or highest compensated
employee on
and related organ1zat1ons greater than $150,000? If "Yes," complete Schedule J for such tnd1v1dual
No
from
the oraan1zat1on
(A)
Name and business address
(B)
Description of services
MEDIA SERVICES
(C)
Compensation
785,906.
~nclud1ng but not l1m1tedto those listed above) who received more than
1
Form
990 (2009)
932008 02-04-10
08381112
133855
AEA
2009.04040
8
AMERICAN ENERGY ALLIANCE
AEA
I Part VIII I
(A)
Total revenue
1 a Federated campaigns
1a
\'!!:I
b Membership dues
1b
-E
Ulftl
Fundra1s1ngevents
1c
a,_!2
d Related organizations
1d
1e
-Cc
a,O
$: ..
cn'E
CQUI
- GI
..
,,5.c
(B)
Related or
exempt function
revenue
(D)
Revenue
excluded from
tax under
sections 512,
513,or514
(C)
Unrelated
business
revenue
1f
:so
C"O
includedin lines1a-1t $
9 Noncashcontnbubons
om
oc
Page9
Statement of Revenue
.
Ulu,
26 - 2 7 31 6 1 7
1,719,513.
....1.719,513
Business Code
GI
2 a
~ GI
GI ::,
Cl)
E~
\'!!GI
a,a:
..
0
D.
....
....
Royalties
1,251.
....
(I)
6a
1,251.
....
(11)Personal
Real
Gross Rents
b Less: rental expenses
....
CilSecunt1es
fi1l Other
....
GI
::,
including$
>
GI
GI
..
a:
of
GI
.c
....
....
and allowances
b Less: cost of goods sold
c
Miscellaneous Revenue
11 a
....
Business Code
4,851.
4,851.
4,851.
....
....1,725,615.
4,851.
900099
OTHER
b
C
932009
02-04-10
0.
1,251.
Form 990 (2009)
08381112
133855
AEA
2009.04040
AEA
Pa e 10
2 6-2 7 3161 7
4
5
6
7
8
9
10
11
a
b
c
organizations
m the U S See Part IV, line 21
Grants and other assistance to ind1v1duals1n
the U.S See Part IV, line 22
Grants and other assistance to governments,
organizations, and ind1v1dualsoutside the U.S.
See Part IV, lines 15 and 16
Benefits paid to or for members
Compensation of current officers. directors,
trustees, and key employees
Compensation
not includedabove,to d1squalif1ed
persons(asdefinedundersection4958(f)(1)) and
personsdescribedm sectmn4958(c)(3)(B)
Other salaries and wages
Pensionplancontributions(includesection401(k)
andsection403(b)employercontributions)
Other employee benefits
Payroll taxes
Fees for services (non-employees):
Management
Legal
Accounting
Lobbying
Professional
fundra1smg
services SeePartIV, lme 17
Investment management fees
d
e
f
g Other
12 Advert1s1ngand promotion
13 Office expenses
14 Information technology
15 Royalties
16
17
18
Occupancy
Travel
Payments of travel or entertainment expenses
for any federal, state, or local public off1c1als
Conferences, conventions, and meetings
Interest
Payments to affiliates
Deprec1at1on,
depletion, and amort1zat1on
19
20
21
22
23
24
Insurance
OtherexpensesItemizeexpensesnot covered
above (Expenses
groupedtogetherand labeled
miscellaneous
maynot exceed5% of total
expensesshownon lme25 below)
a
15,000.
15,000.
74,899.
36,551.
19,480.
18,868.
89,278.
78,627.
7,354.
3,297.
3,425.
3,867.
9,170.
2,971.
3,281.
6,654.
307.
385.
1,378.
147.
201.
1,138.
22,679.
26,923.
1,116.
293,360.
935,417.
28,230.
36,513.
260,000.
935,417.
18,336.
35,283.
23,434.
70,896.
17,665.
68,152.
5,093.
5,093.
11,283.
6,168.
ALLOCATED G&A
22,679.
25,807.
27,360.
6,000.
6,779.
707.
3,115.
523.
3,206.
277.
2,563.
2,467.
11,283.
6,168.
0.
63,890.
-71,491.
7,601.
b
C
e
f All other expenses
25 Total functionalexoenses.Add Imes1 throuoh24f
26 Joint costs.Checkhere ~
1ffollowmg
SOP98-2 Completethis lmeonly 1fthe organization
reportedm column(B) Jomtcostsfrom a combined
educationalcamoa1an
andfundra1sma
solic1tat1on
11,229.
1,666,864.
1,548,036.
2,077.
63,756.
9,152.
55,072.
932010 02-04-10
08381112
133855
AEA
2009.04040
10
AMERICAN ENERGY ALLIANCE
AEA
26 - 2731617
Cash non-rnterestbeanng
179,590.
11
(B)
End of year
1
2
Page
47,806.
185,025.
..
"'
GI
"'
<"'
Part II of Schedule L
500.
4,516.
"'
GI
:c
nl
10b
11
12
12
13
13
14
Intangible assets
14
15
16
17
18
Grants payable
18
19
Deferred revenue
19
20
20
21
21
22
23
24
24
25
Other hab1ht1es.
Complete Part X of Schedule D
25
26
28
"O
29
..
..
z
GI
.... 00
58,929.
26
74,151.
27
198,659.
and complete
139,908.
28
29
.... Dand
GI
272,810.
74,151.
ia
<"'
"'
17
23
27
..
"'
16
C
::,
LL
35,463.
15
198,837.
58,929.
of Schedule L
GI
al
10c
nl
18,747.
11
::i
"'
u
47,850.
12,387.
10a
30
31
31
32
32
33
34
Total hab1l1t1es
and net assets/fund balances
30
139,908.
198,837.
33
34
198,659.
272,810.
Form 990 (2009)
932011 02-04-10
08381112
133855
AEA
2009.04040
11
AMERICAN ENERGY ALLIANCE
AEA
26 - 2731617
Paae
12
and Reporting
Yes No
Dcash
[X]
Accrual
Other
If the organ1zat1onchanged its method of accounting from a pnor year or checked 'Other,' explain 1nSchedule 0.
2a
2b
2c
If 'Yes' to line 2a or 2b, does the organ1zat1onhave a committee that assumes respons1b11ity
for oversight of the audit,
review, or comp1lat1onof its f1nanc1alstatements and selection of an Independent accountant?
If the organ1zat1onchanged either its oversight process or selection process during the tax year, explain 1nSchedule 0.
d If 'Yes' to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a
consolidated basis, separate basis, or both:
Separate basis
Consolidated basis
[X]
3a As a result of a federal award, was the organ1zat1onrequired to undergo an audit or audits as set forth 1nthe Single Audit
Act and 0MB Circular A133?
3a
b If 'Yes,' d1dthe organ1zat1onundergo the required audit or audits? If the organization did not undergo the required audit
or audits exola1nwhv 1nSchedule O and describe anv steps taken to underao such audits.
3b
Form 990 (2009)
932012 02-04-10
08381112
133855
AEA
2009.04040
12
AMERICAN ENERGY ALLIANCE
AEA
SCHEDULEC
(Form 990 or 990-EZ)
For Organizations
0MB No 1545-0047
2009
Exempt From Income Tax Under section 501 (c) and section 527
Open to Public
hlspectloo
If the organization answered "Yes," to Form 990, Part IV, line 3, or Form 990-EZ, Part VI, line 46 (Political Campaign Activities), then
Section 501 (c)(3) organ1zat1ons:Complete Parts lA and B. 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 lB.
Section 527 organizations: 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) organ1zat1onsthat have filed Form 5768 (election under section 501 (h)): Complete Part llA. Do not complete Part llB.
Section 501 (c)(3) organizations that have NOT filed Form 5768 (election under section 501 (h)): Complete Part 11-B.Do not complete Part llA.
If the organization answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax), then
Section 501 c 4 , 5 , or 6 or anizat1ons: Com lete Part Ill.
Name of organization
Employer identification
number
26-2731617
Complete if the organization is exempt under section 501 (c) or is a section 527 organization.
Political expenditures
3 Volunteer hours
IPart f-B I
1 Enter the amount of any excise tax incurred by the organization under section 4955
....$
_______
2 Enter the amount of any excise tax incurred by organization managers under section 4955
.... $_=--~--
3 If the organization incurred a section 4955 tax, d1d 1tfile Form 4720 for this year?
0Yes
0No
0Yes
0No
IPart 1-CjComplete
if the organization is exempt under section 501 (c), except section 501 (c)(3).
1 Enter the amount directly expended by the filing organ1zat1onfor section 527 exempt function act1v1t1es
2
.... $
~~~~~~~~~-
Enter the amount of the filing organ1zat1on'sfunds contnbuted to other organizations for section 527
exempt function act1v1t1es
3 Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL,
line 17b
.... $_=--~--
Enter the names, addresses and employer 1dent1ficat1onnumber (EIN) of all section 527 political organizations to which payments were made.
For each organ1zat1onlisted, enter the amount paid from the f1l1ngorgan1zat1on'sfunds. Also enter the amount of pol1t1calcontributions received
that were promptly and directly delivered to a separate pol1t1calorganization, such as a separate segregated fund or a pol1t1calaction committee
(PAC). If add1t1onalspace 1sneeded, provide information 1nPart IV.
(a) Name
(b) Address
(c) EIN
Yes
No
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
LHA
932041 02-04-10
08381112
133855
AEA
2009.04040
16
AMERICAN ENERGY ALLIANCE
AEA
ScheduleC
Form990or990E
Part H-A
A Check ....
B Check
2009
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
f Lobbying nontaxable amount. Enter the amount from the follow1na table 1nboth columns.
II the amount on line 1e, column (a) or (b) is:
$1000000.
Dves
0No
(a) 2006
(c) 2008
(d) 2009
(e) Total
932042 02-04-10
08381112
133855
AEA
2009.04040
17
AMERICAN ENERGY ALLIANCE
AEA
ScheduleC
Form990or990E
Part U-B
2009
26-2731617
Pa e3
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768
(electior:i under section 501 (h)).
(a)
Yes
(b)
No
Amount
Dunng the year, did the filing organ1zat1onattempt to influence foreign, national, state or
9
h
i
j
1n
Part IV
IPart Ill-Al
Complete if the organization is exempt under section 501 (c)(4), section 501 (c)(5), or section
501(c)(6).
Yes
Did the oraan1zat1onaaree to carrvover lobbvina and rm1it1calexoend1tures from the onor vear?
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) if BOTH Part Ill-A, lines 1 and 2 are answered "No" OR if Part Ill-A, line 3 is answered
"Yes."
1
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(1) tax was paid).
a Current year
2a
2b
c Total
2c
Aggregate amount reported 1nsection 6033(e)(1)(A) notices of nondeductible section 162(e) dues
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 political
!Part IV I
4
5
Sunnlemental Information
Complete this part to provide the descnpt1ons required for Part lA, line 1; Part lB, line 4; Part lC, line 5; and Part 118,line 11.Also, complete this part
for any add1t1onal1nformat1on.
08381112
133855
AEA
2009.04040
18
AMERICAN ENERGY ALLIANCE
AEA
Schedule D
(Form 990)
of theTreasury
Department
Internal
Revenue
service
0MB No 1545-0047
2009
Opentq~ic
Inspection
26-2731617
Complete 1fthe
Did the organization inform all donors and donor advisors In writing that the assets held 1ndonor advised funds
are the organization's property, subject to the organ1zat1on'sexclusive legal control?
DYes
0No
0Yes
0No
Did the organ1zat1oninform 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 nvate benefit?
Part JI Conservation Easements. Complete 1fthe organ1zat1onanswered 'Yes' to Form 990, Part IV, line 7.
Purpose(s) of conservation easements held by the organization (check all that apply).
D
D
D
Complete lines 2a through 2d 1fthe organization held a qualified conservation contribution in the form of a conservation easement on the last
day of the tax year.
2a
2b
2c
2d
Number of conservation easements mod1f1ed,transferred, released, extinguished, or terminated by the organ1zat1onduring the tax
year .... _____
_
Does the organ1zat1onhave a written policy regarding the periodic monitoring, 1nspect1on,handling of
D
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year ....
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year .... $ _____
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(8)(1)
and section 170(h)(4)(8)(11)?
Yes
0No
D
Yes
0No
In Part XIV, describe how the organ1zat1onreports conservation easements 1nits revenue and expense statement, and balance sheet, and
include, If applicable, the text of the footnote to the organ1zat1on'sf1nanc1alstatements that describes the organization's accounting for
conservation easements.
IPart HJj
1a If the organization elected, as permitted under SFAS 116, 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, in Part XIV, the text of
the footnote to its f1nanc1alstatements that describes these items.
b If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art, historical treasures,
education, or research in furtherance of public service, provide the following amounts relating to
or other s1m1larassets held for public exh1b1t1on,
these items:
.... $ _______
.... $ _______
_
_
If the organ1zat1onreceived or held works of art, historical treasures, or other s1m1larassets for f1nanc1algain, provide
the following amounts required to be reported under SFAS 116 relating to these items:
a Revenues included 1nForm 990, Part VIII, line 1
b Assets included in Form 990, Part X
LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
.... $ _______
.... $ ______
_
_
932051
02-01-10
08381112
133855
AEA
2009.04040
19
AMERICAN ENERGY ALLIANCE
AEA
ScheduleD
Form990 2009
26-2731617
Pa e2
continue
Using the organization's acqu1s1t1on,accession, and other records, check any of the following that are a s1gn1ficantuse of its collection items
D
D
Public exh1b1t1on
Scholarly research
------------------------
Provide a descnpt1on of the organ1zat1on'scollections and explain how they further the organ1zat1on'sexempt purpose In Part XIV
During the year, d1dthe organ1zat1onsolicit or receive donations of art, h1stoncal treasures, or other similar assets
to be sold to raise funds rather than to be maintained as art of the or anizat1on's collection?
Part lV
Yes
0No
0Yes
0No
b If 'Yes,' explain the arrangement 1nPart XIV and complete the following table:
Amount
1c
c Beginning balance
d Add1t1onsdunng the year
1d
1e
Ending balance
1f
0Yes
0No
d Grants or scholarships
e Other expenditures for fac11it1es
and programs
f
Adm1n1strat1ve
expenses
Provide the estimated percentage of the year end balance held as:
a Board designated or quasi-endowment ....
b Permanent endowment ....
c Term endowment .... ________
3a Are there endowment funds not 1nthe possession of the organ1zat1onthat are held and adm1n1steredfor the organization
by.
Yes
3a(i)
3a(iil
b If 'Yes' to 3a(11},
are the related organizations listed as required on Schedule R?
No
3b
Description of investment
(c) Accumulated
deprec1at1on
1a Land
b Bu1ld1ngs
c Leasehold Improvements
d Equipment
47,850.
e Other
Total. Add lines 1a throuah 1e. (Column (d) musteaual Form 990 Part X column (BJ./me 10(c) J
12,387.
....
35,463.
35,463 .
932052
02-01-10
08381112
133855
AEA
2009.04040
20
AMERICAN ENERGY ALLIANCE
AEA
26 - 2731617
IPart Vlll
x, line
Page
12.
(c) Method of valuation:
Cost or end-of-year market value
Financial derivatives
Closely-held equity interests
Other
Total. (Col (bl must eaual Form 990 Part X col (Bl line 12 l ....
Total. /Col lb\ must eaual Form 990 Part X col /Bl line 13 \ ....
....
Total. (Column fhl must eaua/ Form 990 Part X col (8) /me 15.)
1.
(b) Amount
Total. (Column (b) must eaua/ Form 990, Part X, col (BJ /me 25.J
....
2. FIN 48 Footnote. In Part XIV, provide the text of the footnote to the organ1zat1on's financial statements that reports the organ1zat1on's hab1l1tyfor
uncertain tax pos1t1ons under FIN 48.
932053
Schedule D (Form 990) 2009
02-01-10
08381112
133855
AEA
2009.04040
21
AMERICAN ENERGY ALLIANCE
AEA
26 - 2731617
I Part XI l Reconciliation
1
Total revenue (Form 990, Part VIII, column (A), line 12)
Total expenses (Form 990, Part IX, column (A), line 25)
5
6
7
5
6
Excess or (deficit) for the vear oer audited financial statements. Combine lines 3 and 9
10
10
Amounts Included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments
2b
2c
2d
Amounts included on Form 990, Part VIII, line 12, but not on line 1:
2e
7,925.
1,725,615.
I 4a I
4b
0.
4c
Total revenue. Add lines 3 and 4c. rTh1smust eaua/ Form 990 Part I /me 12 J
Amounts Included on line 1 but not on Form 990, Part IX, line 25:
1,725,615.
2a
2b
c Other losses
2c
2d
1,674,789.
2e
7,925.
1,666,864.
7,925.
Amounts included on Form 990, Part IX, line 25, but not on line 1:
I 4a I
4b
1,733,540.
7,925.
0.
58,751.
2a
1,725,615.
1,666,864.
58,751.
Page4
0.
4c
Total exoenses. Add lines 3 and 4c. rTh1smust eaua/ Form 990 Part I /me 18.)
I P~rt XWlSupplemental
1,666,864.
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, lines 1band 2b, Part V, line 4; Part
X, line 2; Part XI, lrne 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b Also complete this part to provide any add1t1onal1nformat1on.
THE ALLIANCE IS EXEMPT FROM INCOME TAX ON INCOME OTHER THAN NET UNRELATED
BUSINESS INCOME UNDER SECTION 50l(C)(4)
THE YEARS ENDED DECEMBER 31,
2009,
08381112
133855
AEA
2009.04040
22
AMERICAN ENERGY ALLIANCE
AEA
Part XlV Su
2 6-2 7 316 1 7
IN JUNE 2006,
INTERPRETATION NUMBER 48
(FIN
48)
RELEASED
THE FINANCIAL
FIN 48-3
EFFECTIVE
Pa e 5
FSP 48-3
(FSP
2008
2008.
RELATING TO
AS OF DECEMBER 31,
2009,
2008,
THE
REMAIN
JURISDICTION.
08381112
133855
AEA
2009.04040
23
AMERICAN ENERGY ALLIANCE
AEA
SCHEDULE I
(Form 990)
0MB No 1545-0047
2009
Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22.
~ Attach to Form 990.
Opento F'ubfic
ln~ian
Employer identification
Does the organ1zat1onmaintain records to substantiate the amount of the grants or assistance, the grantees' ehg1b1hty
for the grants or assistance, and the selection
criteria used to award the grants or assistance?
2
number
26-2731617
[X] Yes
0No
Describe 1nPart IV the organ1zat1on'sprocedures for monitoring the use of grant funds 1nthe United States.
Part If I
Grants and Other Assistance to Governments and Organizations in the United States. Complete 1fthe organ1zat1onanswered "Yes" to Form 990, Part IV, hne 21, for any
--.-
-----
'P'-
---
---
(b) EIN
u,,_
--
,,
, -
_,,...,
, ........ ,.._.,_.,,
.. ,..,._.._.,
.. --
111_.I._.
.. ,,
(d) Amount of
cash grant
.... 11
...
-,---
---
..... ,
(e) Amount of
noncash
assistance
..
I.-
._..,
,.._.
------I
(f) Method of
valuation (book,
FMV, appraisal,
other)
-1111
,,,
__
11
,.... __
1 .. 1'-'11
(g) Description of
noncash assistance
...
,._.
11 _____
'
VA 22203
20-4260336
501(C)(4)
15 000.
o.
o.
1.
LHA
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
932101 02-02-10
24
I Part IV I
(b) Number of
rec1p1ents
(c) Amount of
cash grant
26-2731617
Page2
Suoolemental Information. Complete this part to Provide the information reau1red in Part I, line 2, and anv other add1t1onal1nformat1on.
SCHEDULE I,
PART I,
ANOTHER 50l(C)(4)
LINE 2:
ORGANIZATION IN 2009
932102 02-02-10
AND PROCEDURES.
25
Compensation Information
SCHEDULEJ
(Form 990)
0MB No 1545-0047
2009
Opento Public
Inspection
Employer identification
number
26-2731617
Yes
No
1a Check the appropnate box(es) 1fthe organization provided any of the following to or for a person listed 1nForm 990,
Part VII, Section A, line 1a. Complete Part Ill to provide any relevant information regarding these items.
D
D
D
D
D
D
D
D
b If any of the boxes on line 1a are checked, d1d the organ1zat1onfollow a written policy regarding payment or
1b
reimbursement or prov1s1onof all of the expenses descnbed above? If 'No,' complete Part Ill to explain
Did the organization require substant1at1on pnor to reimbursing or allowing expenses incurred by all officers, directors,
trustees, and the CEO/Executive Director, regarding the items checked 1nline 1a?
Indicate which, 1fany, of the following the organ1zat1onuses to establish the compensation of the organization's
CEO/Executive Director. Check all that apply.
D
D
[X]
Compensation committee
committee
During the year, d1d any person listed in Form 990, Part VII, Section A, line 1a, with respect to the filing
4a
4b
4c
X
X
X
a The organization?
5a
5b
a The organization?
6a
6b
X
X
If 'Yes' to any of lines 4ac, 11stthe persons and provide the applicable amounts for each item in Part Ill
For persons listed 1nForm 990, Part VII, Section A, line 1a, did the organ1zat1onpay or accrue any compensation
contingent on the revenues of:
For persons listed 1nForm 990, Part VII, Section A, line 1a, d1d the organization pay or accrue any compensation
contingent on the net earnings of:
For persons listed 1nForm 990, Part VII, Section A, line 1a, d1d the organ1zat1onprovide any non-fixed payments
not descnbed 1nlines Sand 6? If 'Yes,' descnbe in Part Ill
Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the
1n1t1al
contract exception described in Regs. section S3.49S84(a)(3)? If 'Yes,' describe in Part Ill
If 'Yes' to line 8, d1d the organization also follow the rebuttable presumption procedure descnbed 1n
932111
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AMERICAN ENERGY ALLIANCE
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Page 2
(A) Name
(i)
THOMAS PYLE
(ii)
(i)
LISA WALLACE
(ii)
(i)
DANIEL KISH
(iii
49,629.
169,421.
19,614.
124,436.
1,789.
148,211.
(iii) Other
reportable
compensation
(C)
Retirement and
other deferred
compensation
0.
0.
o.
o.
0.
0.
0.
0.
0.
o.
0.
o.
0.
0.
o.
o.
0.
0.
(D)
Nontaxable
benefits
4,054.
14,022.
1,602.
10,299.
146.
12,266.
(E)
(F)
Total of columns
(8)(1)(D)
Compensation
reported In pnor
Form 990 or
Form 990-EZ
53,683.
183,443.
21,216.
134,735.
1,935.
160,477.
o.
0.
0.
o.
0.
0.
(i)
(iii
(i)
(iii
(i)
(iii
(i)
(iii
(i)
(ii)
(i)
(ii)
(i)
(iii
(i)
(iii
(i)
Iii)
(i)
(iii
(i)
(iii
(i)
(ii)
(i)
liil
Schedule J (Form 990) 2009
932112 02-02-10
27
(Form 990)
Opentq~ic
Inspection
Employer identification
PART I,
LINE 1,
DESCRIPTION
PART III,
LINE 1,
number
26-2731617
FORM 990,
2009
FORM 990,
0MB No 1545-0047
SCHEDULEO
OF ORGANIZATION MISSION:
RELIABLE ENERGY.
FORM 990,
PART VI,
FORM 990,
PART VI,
FORM 990,
PART VI,
ORGANIZATION DOES NOT ENTER INTO BUSINESS TRANSACTIONS WITH MEMBERS OF THE
BOARD OF DIRECTORS AND REVIEWS ALL TRANSACTIONS FOR POTENTIAL CONFLICTS OF
INTEREST.
INTEREST EXISTS,
INDIVIDUALS,
IN WHICH
LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
932211
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AMERICAN ENERGY ALLIANCE
AEA
0MB No 1545-0047
SCHEDULEO
(Form 990)
2009
0~
tq P\lblic
lnspection
Employer identification
number
26-2731617
REGARDING THE
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,
FOR
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.
LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
932211
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AMERICAN ENERGY ALLIANCE
AEA
0MB No 1545-0047
SCHEDULEO
(Form 990)
2009
Opentq~ic
lnspection
26-2731617
FROM COMPARABLE
THE RECOMMENDED
FORM 990,
PART VI,
LINE 17,
AL,AK,AZ,CA,CO,CT,FL,GA,AR,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
FORM 990,
PART VI,
MAKES AVAILABLE ITS FORM 990 AND ALL OTHER DOCUMENTS REQUIRED BY LAW TO BE
MADE AVAILABLE TO THE PUBLIC.
THE
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 XI,
LINE 2C
LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
932211
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30
AMERICAN ENERGY ALLIANCE
AEA
0MB No 1545-0047
SCHEDULEO
(Form 990)
2009
Open to P\lbfic
Inspection
26-2731617
LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
932211
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31
AMERICAN ENERGY ALLIANCE
AEA
Related Organizations
SCHEDULER
(Form990)
0MB No 1545-0047
2009
.... 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.
Qeen to Public
f~c;i1:ion
Employer identification
Partl
Identification
Part ll
Entities (Complete 1fthe organization answered 'Yes" to Form 990, Part IV, line 33.)
(a)
(b)
(c)
(cl)
(e)
(f)
Primary act1v1ty
Total income
Endofyear assets
Direct controlling
entity
INSTITUTE
1100
of Disregarded
foreign country)
Organizations
(Complete 1fthe organ1zat1onanswered "Yes" to Form 990, Part IV, line 34 because 1t had one or more related tax-exempt
(a)
(b)
(c)
(cl)
(e)
(f)
Primary act1v1ty
Exempt Code
section
Public charity
status (1fsection
501 (c)(3))
Direct controlling
entity
foreign country)
H STREET
WASHINGTON DC
NW
SUITE 400
20005
EDUCATIONAL
LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions
932161
02-04-10
number
26-2731617"
DISTRICT OF COLUMBIA
32
~Ol(C)(3)
509(A)(2)
NA
AMERICAN
Part HI
Part IV
ENERGY ALLIANCE
Identification
of Related Organizations Taxable as a Partnership
organ1zat1ons treated as a partnership during the tax year.)
2 6-2 7 3161 7
(a)
(b)
(c)
Primary act1v1ty
Legal dom1c1le
(state or
foreign
count,y)
Identification
of Related Organizations Taxable as a Corporation
organ1zat1ons treated as a corporation or trust dunng the tax year.)
932162 07-21-10
Page 2
(Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 34 because rt had one or more related
(d)
(e)
(f)
(g)
(h)
Direct controlling
entity
Predominant income
(related, unrelated,
excluded from tax under
sections 512-514)
Share of total
income
Share of
end-of-year
assets
D1sproport1on-
(i)
ate allocations?
Yes
No
(j)
Generalor
CodeV-UBI
amount in box managing
20 of Schedule ~~
K-1 (Form 1065) rte~ No
or Trust (Complete 1fthe organ1zat1on answered 'Yes' to Form 990, Part IV, line 34 because 1t had one or more related
(a)
(b)
(c)
Primary act1v1ty
Legal dom1c1le
(state or
foreign
country)
33
(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
ScheduleR(Form990)2009
PartV
Transactions
AMERICAN
ENERGY
26-2731617
ALLIANCE
Page3
(Complete 1fthe organization answered "Yes" to Form 990, Part IV, line 34, 35, or 36.)
Note. Complete line 1 1fany entity 1slisted 1nParts II, Ill, or IV of this schedule.
1
Yes
No
During the tax year, d1d the organization engage 1nany of the following transactions with one or more related organ1zat1onslisted 1nParts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity
1a
1b
1c
1d
1e
1g
h Exchange of assets
1h
Lease of fac11!t1es,
equipment, or other assets to other organizat1on(s)
1i
1k
11
1m
1n
1o
1p
1Q
1r
If th
,f the ab
"Y
, ..
X
X
X
X
(b)
Transaction
type (ar)
(c)
Amount involved
111INSTITUTE
FOR
ENERGY
RESEARCH
171,469.
121INSTITUTE
FOR
ENERGY
RESEARCH
33,969.
131INSTITUTE
FOR
ENERGY
RESEARCH
23,433.
OF
OFFICE
SPACE
WAS
DONATED
X
X
(a)
Name of other organizat1on(s)
(PART
X
X
X
X
X
X
X
1j
X
X
X
X
1f
IN
2009)
(41
(51
(6)
932163 02-04-10
34
ScheduleR(Form990l2009
Part VI
26-2731617
Page4
Unrelated Organizations Taxable as a Partnership (Complete 1fthe organ1zat1onanswered "Yes' to Form 990, Part IV, line 37)
Provide the following information for each entity ta,ced as a partnership through which the organization conducted more than five percent of its act1v1t1es
(measured by total assets or gross revenue)
that was not a related organization See instructions regarding exclusion for certain investment partnerships.
(a)
(b)
(c)
(d)
(e)
(f)
(g)
(h)
Primary act1v1ty
Legal dom1c1le
(state or foreign
country)
Share of endof
year assets
D1spropor-
CodeV-UBI
amount 1nbox 20
of Schedule K-1
(Form 1065)
~eneral or
managing
oartner?
organ1zat1ons?
Yes
No
t1onate
allocat,ons?
Yes
No
Yes
No
35
Page 2
Note. Only complete Part II ti you have already been granted an automatic 3month extension on a previously filed Form 8868.
If you are filing for an Automatic 3-Month Extension, complete only Part I (on page 1).
(Part11t
Type or
print
~ERICAN
:~~.~~:
duedalelcr
fihng the
,.,,um
see
lnstNct,ons
~/~
H STREET,
NW, NO.
''
400
City, town or post office, state, and ZIP code. For a foreign address. see instructions.
~ASHINGTON, DC
20005
'
Check type of return to be filed (File a separate application for each return)
[X]
Form 990
Form 990BL
D
D
Form 990EZ
Form 990PF
D
D
number
26-2731617
ENERGY ALLIANCE
1100
Employer identification
..~... ...
D
D
Form 1041 A
Form4720
D
D
'
'
, ,,,, '
',
........
'
Form5227
Form8870
Form6069
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
1100 H STREET, NW, NO. 400 - WASHINGTON, DC 20005
2 0 2-6 2 1-2 9 4 0
FAX No ... ------------
Thebooksarernthecareol
Telephone No....
If the organ1zat1ondoes not have an office or place of busrness 1nthe United States, check this box
If this 1sfor a Group Return, enter the organization's four d1g1tGroup Exemption Number (GEN)
box ...
...
""'
and attach a list with the names and EINs of all members the extension 1sfor
NOVEMBER 15 , 2 0 1 0.
5
6
For calendar year 2 0 0 9 , or other tax year beg1nn1ng -==--------~...-If this tax year 1sfor less than 12 months, check reason.
Initial return
SEE STATEMENT 1
Ba
b
If this application 1sfor Form 990BL, 990PF, 990T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits. See rnstruct1ons.
If this application 1sfor Form 990-PF, 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
Ba
< ,'
.... -.:'
~
..~
Sb
with FTDcoupon or 1freau1red bv us1na EFTPS !Electronic Federal Tax Pavment Svsteml. See 1nstruct1ons.
Be $
N/A
Id
are that I haveexaminedthis form, including accompanyingschedulesand statements,and to the best of my knowledgeand belief,
e, nd that I am au
to preparethis form/1 ~
Tille ...
S1 nature ...
<.::rlt
Date ...
-JO-/
92JSJ2
0526-09
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28
AMERICAN ENERGY ALLIANCE
AEA
26-2731617
EXPLANATION FOR EXTENSION
FORM 8688
STATEMENT
EXPLANATION
ADDITIONAL TIME IS NEEDED TO GATHER THE INFORMATION AND TO COMPLETE THE
ANNUAL AUDIT OF THE FINANCIAL STATEMENTS NECESSARY TO PREPARE A
COMPLETE AND ACCURATE TAX RETURN.
13100730
133855
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2009.03051
29
STATEMENT(S) l
AMERICAN ENERGY ALLIANCE
AEA
1