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Form

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

A For the 2009 calendar year, or tax year beginning


B Check1f
apphcable

0MB

Return of Organization Exempt From Income Tax

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

l.... /insert no.l D


49471all1\ or 0521
I Ta>eexemptstatus 00 501 (cl I 4
WWW.AMERICANENERGYALLIANCE.
ORG
Other~
Assoc1at1on D
Trust D
K Form of oraamzat1on00 Corporation D

If 'No,' attach a list. (see 1nstruct1ons)


H(c) Grouo exemot1on number ~

J Website:~

1L Year of formatmn 2 0 0 81M Stateof leaaldom1c11eDC

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.

Check this box ~

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

Total number of employees (Part V, line 2a)

'>
:;:

6 Total number of volunteers (estimate 1fnecessary)


7a Total gross unrelated business revenue from Part VIII, column (C), line 12

GI

>

0
C,

al:I
Ill

:;:

u
ct

GI

Contributions and grants (Part VIII, line 1h)

Program service revenue (Part VIII, line 2g)

GI

5
7a
7b

10

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

C'.I

11

Other revenue (Part VIII, column (A), lines 5, 6d, Be, 9c, 10c, and 11e)

12

-"

13

Total revenue add Imes 8 throuoh-1-1-{mt/Ste~


VIII, column (Al, line 12)
r- (P.art
I ' j \--; I I
Grants and s1m1lar ounts.i;,a1d
l~ c.olumn (A), .Ilines 1-3)

14

Benefits paid to or fyr members~(Part IX, column (Ay~l!ne 4)

~
Ill

I
z

.-. ~-1"11
01

l\L-

15 SWm,e,, othe, ,omi,err,~t,oo,~loyee

""B"li"l'jlil

lwl

, ,

b Total fundra1s1ngexpenses (Part IX, column (D);:luie 25)

a~ I
Other expenses (Part IX, c~~f!l.~i~!~e~-1J.a,~1.1.f,24f)

17
18

,~ ..:,-\ '1\1

Total expenses. Add llnes13:-ft(must

Revenue less exoenses. Subtract line 18 from line 12

20

Total assets (Part X, line 16)

<("C

21

Total liab11it1es
(Part X, line 26)

z=>
u..

22

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

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

equal Part IX, column (A), line 25)

19

~
"'C:

,01,mo (A), I'"~ 5-10)


~

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.

b Net unrelated business ta>eableincome from Form 990-T, line 34


8

::,

AEA

1fthe organization discontinued its operations or disposed of more than 25% of its net assets.

Beninninn of Current Year

End of Year

272,810.
74,151.
198,659.

198,837.
58,929.
139.908.

I Part ll l Signature Block


Underpenalbes
of pe~ury,
I declare
thatI haveexamined
thisreturn,including
accompanying
schedules
andstatements,
andto thebestof myknowledge
andbelief,111strue,correct,
1sbasedonallinformation
ofwhichpreparer
hasanyknowledge
andcomplete~ilarat1onof ~parer (otherthanofficer)

~ 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

Form 990 (2009)

"\

Form990 2009

AMERICAN ENERGY ALLIANCE

26-2731617

Pa e2

Part lH Statement of Program Service Accomplishments


Bnefly descnbe theorgan1zat1on's m1ss1on: SEE SCHEDULE O FOR CONTINUATION
AEA IS AN EDUCATIONAL ADVOCACYAND GRASSROOTS ORGANIZATION. AEA IS A
SUBSIDIARY OF THE INSTITUTE FOR ENERGY RESEARCH. AEA'S MISSION IS TO
ENLIST, EDUCATE, AND EMPOWERENERGY CONSUMERS TO ENCOURAGE
POLICYMAKERS TO SUPPORT POLICIES THAT LEAD TO ABUNDANT, AFFORDABLE AND
2

D1dthe organ1zat1onundertake any s1gn1f1cantprogram services during the year which were not listed on
the prior Form 990 or 990EZ?

Dves

00No

Dves

00No

If 'Yes,' describe these new services on Schedule 0


3

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

Other program services. (Descnbe m Schedule 0.)

4e

Total program service expenses~$

(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

133855

AEA

2009.04040

AMERICAN ENERGY ALLIANCE

AEA

AMERICAN ENERGY ALLIANCE

Form 990 (2009)

26 - 2731617

Page

I Part IV l Checklist of Required Schedules

Yes

No

Is the orgari1zat1ondescnbed 1nsection 501 (c)(3) or 4947(a)(1) (other than a pnvate foundation)?

If "Yes," complete Schedule A

Is the organization required to complete Schedule 8, Schedule of Contributors?

Did the organization engage 1ndirect or indirect political campaign activ1t1eson behalf of or In oppos1t1on to candidates for

X
X

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

Section 501 (c)(3) organizations.

Section 501 (c)(4), 501 (c)(5), and 501 (c)(6) organizations.

Did the organ1zat1onengage 1nlobbying act1v1t1es?If "Yes," complete Schedule C, Part II

Is the organ1zat1onsubject to the section 6033(e) notice and

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

Schedule D, Part Ill


Did the organ1zat1onreport an amount 1n 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 IV

10

Did the organ1zat1on,directly or through a related organ1zat1on,hold assets In term, permanent, or quas1endowments?

If "Yes," complete Schedule D, Part V


Is the organ1zat1on'sanswer to any of the following questions 'Yes'? If so, complete Schedule D, Parts VI, VII, VIII, IX, or X

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

Did the organization report an amount for investments

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

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

Did the organ1zat1onreport an amount for other l1ab11it1es


1nPart X, line 25? If "Yes," complete Schedule D, Part X.
Did the organ1zat1on'sseparate or consolidated financial statements for the tax year include a footnote that addresses
the organ1zat1on'sl1ab11ity
for uncertain tax pos1t1onsunder FIN 48? If "Yes," complete Schedule D, Part X

12

Did the organ1zat1onobtain separate, independent audited f1nanc1alstatements for the tax year? If "Yes," complete

Schedule D, Parts XI, XII, and XIII.

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

complete Schedule G, Part Ill

19

Did the oraanizat1on ooerate one or more hoso1tals? If "Yes " como/ete Schedule H

20

X
X

Is the organ1zat1ona school described In section 170(b)(1)(A)(1Q?If "Yes," complete Schedule E

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,"

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

20

13

Form 990 (2009)

932003

02-04-10

08381112

133855

AEA

2009.04040

3
AMERICAN ENERGY ALLIANCE

AEA

AMERICAN ENERGY ALLIANCE

Form 990 (2009)

l P~rt

lV I Checklist of Required Schedules

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

Did the organization engage 1nan excess benefit transaction with a

d1squahf1edperson during the year? If "Yes," complete Schedule L, Part I

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

contributions? If "Yes," complete Schedule M


31

Did the organization l1qu1date,terminate, or dissolve and cease operations?


If "Yes," complete Schedule N, Part I

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

Was the organization related to any tax-exempt or taxable entity?

sections 301.7701 2 and 301.7701-3? If "Yes," complete Schedule R, Part I


If "Yes," complete Schedule R, Parts II, Ill, JV, and

35

If "Yes," complete Schedule R, Part


36

Section 501 (c)(3) organizations.

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

Did the organ1zat1onmake any transfers to an exempt nonchantable related organ1zat1on?

If "Yes," complete Schedule R, Part


37

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

Form 990 (2009)

932004
02-04-10

08381112

133855

AEA

2009.04040

4
AMERICAN ENERGY ALLIANCE

AEA

Form 990 (20091

I P-art VI

26-2731617

AMERICAN ENERGY ALLIANCE

Page5

Statements Regarding Other IRS Filings and Tax Compliance


Yes

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

(gambling) winnings to pnze winners?

1c

2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements,

filed for the calendar year ending with or 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

Organizations that may receive deductible contributions

5b
5c
6a

6b

under section 170(c).

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

d If 'Yes,' 1nd1catethe number of Forms 8282 filed during the year

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

Sponsoring organizations maintaining donor advised funds.


a Did the organ1zat1onmake any taxable d1stribut1onsunder section 4966?

9a

b Did the organ1zat1onmake a d1stnbut1onto a donor, donor advisor, or related person?


10 Section 501 (c)(7) organizations. Enter:

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

AMERICAN ENERGY ALLIANCE

AEA

AMERICAN ENERGY ALLIANCE

Form990 2009

26-2731617

Pa e6

Part VI Governance, Management, and Disclosure

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

Section A. Govern1na Bod1van dM anaaement

I 1a I

1a Enter the number of voting members of the governing body

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

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

X
X
X
X

officer, director, trustee, or key employee?


Did the organ1zat1ondelegate control over management duties customarily performed by or under the direct supervision

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?

Does the organrzat1on have members or stockholders?

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

b Each committee with authority to act on behalf of the governing body?

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

tn Schedule O how this 1sdone

12c

Does the organrzat1on have a written wh1stleblower policy?

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

b Other officers or key employees of the organrzat1on


If 'Yes' to line 15a or 15b, describe the process in Schedule 0. (See 1nstruct1ons.)
16a Did the organrzat1on invest 1n,contribute assets to, or part1c1pateIn a Joint venture or s1m1lararrangement with a
taxable entity during the year?

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

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

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:~

statements available to the public.

THE ORGANIZATION - 202-621-2940


1100 H STREET, NW, NO. 400, WASHINGTON, DC

~~-

20005
Form990 (2009)

932006
02-04-10

SEE SCHEDULE O FOR FULL LIST

OF STATES

08381112

133855

AEA

2009.04040

AMERICAN ENERGY ALLIANCE

AEA

AMERICAN ENERGY ALLIANCE

Form990 2009

26-2731617

Page

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

Officers, Directors, Trustees, Key Employees, and Highest Compensated

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)

Name and Title

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.

Form 990 (2009)

932007 02-04-10

08511112

133855

AEA

2009.04040

AMERICAN ENERGY ALLIANCE

AEA

IPart VHI Section

Officers

A.

Directors

Trustees

(A}

Key Employees

Average
hours
per
week

and Highest Comoensated

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)

Name and title

! ti I
0

,:1

1 b Total
2

26 - 2731617

AMERI CANE NERGY ALLIANCE

Form 990 (2009)

42,389.

Total number of 1nd1v1duals(including but not l1m1tedto those listed above) who received more than $100,000 1n reportable

comoensat1on f rom t he oroan1zat1on ~


Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated

employee on

For any 1nd1v1duallisted on line 1a, 1sthe sum of reportable compensation

and other compensation

from the organ1zat1on

and related organ1zat1ons greater than $150,000? If "Yes," complete Schedule J for such tnd1v1dual

Did any person listed on line 1a receive or accrue compensation

the oroan1zat1on? If "Yes "complete


Section B. Independent Contractors

from any unrelated organ1zat1on for services rendered to

Schedule J for such oerson

Complete this table for your five highest compensated

line 1a? If "Yes," complete Schedule J for such tnd1v1dual

No

independent contractors that received more than $100,000 of compensation

from

the oraan1zat1on
(A)
Name and business address

(B)
Description of services

MEDIA AD VENTURES, 8136 OLD KEENE MILL


ROAD, SUITE A-300,
SPRINGFIELD, VA 22152

Total number of independent contractors

MEDIA SERVICES

(C)
Compensation

785,906.

~nclud1ng but not l1m1tedto those listed above) who received more than

$100 000 in comoensat1on from the oraan1zat1on ~

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

e Government grants (contnbut1ons)

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

All other contnbut1ons,gifts, grants, and


s1m1laramounts not included above

1f

:so
C"O

includedin lines1a-1t $
9 Noncashcontnbubons

om

h Total. Add Imes 1a1 f

oc

Page9

Statement of Revenue

.
Ulu,

26 - 2 7 31 6 1 7

AMERICAN ENERGY ALLIANCE

Form 990 (2009)

1,719,513.

....1.719,513

Business Code
GI

2 a

~ GI
GI ::,

Cl)

E~

\'!!GI

a,a:

..

0
D.

All other program service revenue

....

a Total. Add lines 2a2f

Investment income Onclud1ng dividends, interest, and

....

other similar amounts)

Income from investment of tax-exempt bond proceeds

Royalties

1,251.

....
(I)

6a

1,251.

....

(11)Personal

Real

Gross Rents
b Less: rental expenses

Rental income or (loss)

....

d Net rental income or (loss)


7 a Gross amount from sales of

CilSecunt1es

fi1l Other

assets other than inventory


b Less: cost or other basis
and sales expenses
c Gain or (loss)

....

d Net gain or (loss)


Sa

GI
::,

Gross income from fundra1s1ng events (not

including$

>
GI

contnbut1ons reported on line 1c). See

GI

..

a:

of

Part IV, line 18

GI
.c

b Less direct expenses

....

Net income or (loss) from fundra1sing events

9 a Gross income from gaming act1v1t1es.See


Part IV, line 19

b Less: direct expenses


c

....

Net income or (loss) from gaming act1v1t1es

10 a Gross sales of inventory, less returns


a

and allowances
b Less: cost of goods sold
c

Miscellaneous Revenue
11 a

....

Net income or llossl from sales of inventorv

Business Code

4,851.

4,851.

4,851.
....
....1,725,615.

4,851.

900099

OTHER

b
C

d All other revenue


e Total.Addhnes11a11d
12

Total revenue. See mstruct1ons

932009
02-04-10

0.

1,251.
Form 990 (2009)

08381112

133855

AEA

2009.04040

AMERICAN ENERGY ALLIANCE

AEA

Form 990 2009

Pa e 10

2 6-2 7 3161 7

AMERICAN ENERGY ALLIANCE

Part IX Statement of Functional Expenses


Section 501 (c)(3) and 501(c)(4) organizations must complete all columns.
All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
(D)
(A)
(C)
(B)
Do not include amounts reported on lines 6b,
Management and
Fundra1sing
Total expenses
Program service
7b, Sb, 9b, and 1Ob of Part VIII.
aeneral excenses
expenses
excenses
Grants
and
other
assistance
to
governments
and
1
2
3

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.

Form 990 (2009)

932010 02-04-10

08381112

133855

AEA

2009.04040

10
AMERICAN ENERGY ALLIANCE

AEA

26 - 2731617

AMERICAN ENERGY ALLIANCE

Form 990 (2009)

I Part X I Balance Sheet


(A)
Beginning of year
1

Cash non-rnterestbeanng

Savings and temporary cash investments

179,590.

11

(B)

End of year
1
2

Pledges and grants receivable, net

Accounts receivable, net

Page

47,806.
185,025.

Receivables from current and former officers, directors, trustees, key


employees, and highest compensated employees. Complete Part II
of Schedule L

Receivables from other d1squahf1edpersons (as defined under section


4958(f)(1)) and persons described rn section 4958(c)(3)(B). Complete

..
"'
GI

"'
<"'

Part II of Schedule L

Notes and loans receivable, net

Inventories for sale or use

Prepaid expenses and deferred charges

500.

4,516.

10a Land, buildings, and equipment: cost or other


basis. Complete Part VI of Schedule D

"'
GI

:c
nl

10b

11

12

Investments other securities See Part IV, hne 11

12

13

Investments program-related. See Part IV, hne 11

13

14

Intangible assets

14

15

Other assets. See Part IV, lrne 11

16

Total assets. Add lines 1 throuah 15 /must eaual lrne 341

17

Accounts payable and accrued expenses

18

Grants payable

18

19

Deferred revenue

19

20

Tax-exempt bond hab1ht1es

20

21

Escrow or custodial account hab1l1tyComplete Part IV of Schedule D

21

22

Payables to current and former officers, directors, trustees, key employees,


22

Secured mortgages and notes payable to unrelated third parties

23

24

Unsecured notes and loans payable to unrelated third parties

24

25

Other hab1ht1es.
Complete Part X of Schedule D

25

26

Total liabilities. Add lines 17 throuah 25

Unrestricted net assets

28

Temporarily restricted net assets

"O

29

..

..
z
GI

.... 00

58,929.

26

74,151.

27

198,659.

and complete

139,908.

28

Permanently restncted net assets


Organizations that do not follow SFAS 117, check here

29

.... Dand

complete lines 30 through 34.

GI

272,810.
74,151.

lines 27 through 29, and lines 33 and 34.

ia

<"'
"'

17

23

27

..
"'

16

highest compensated employees, and drsquahfred persons Complete Part II

C
::,
LL

35,463.

15

198,837.
58,929.

of Schedule L

GI

al

10c

Investments publicly traded secuntres

Organizations that follow SFAS 117, check here

nl

18,747.

11

::i

"'
u

47,850.
12,387.

10a

b Less: accumulated deprec1at1on

30

Capital stock or trust principal, or current funds

31

Pardrnor capital surplus, or land, burldrng, or equipment fund

31

32

Retained earnings, endowment, accumulated income, or other funds

32

33

Total net assets or fund balances

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

Form 990 (2009)

26 - 2731617

AMERI CAN ENERGY ALLIANCE

I Part XII Financial Statements

Paae

12

and Reporting
Yes No

Accounting method used to prepare the Form 990:

Dcash

[X]

Accrual

Other

If the organ1zat1onchanged its method of accounting from a pnor year or checked 'Other,' explain 1nSchedule 0.

2a Were the organ1zat1on'sfinancial statements compiled or reviewed by an independent accountant?


b Were the organ1zat1on'sfinancial statements audited by an independent accountant?
C

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]

Both consolidated and separate basis

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

Political Campaign and Lobbying Activities

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

.... Complete if the organization is described below_

Department of the Trea!lury


Internal Revenue Service

hlspectloo

.... Attach to Form 990 or Form 990-EZ. ~ See se arate instructions.

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

AMERICAN ENERGY ALLIANCE


Part J..A

number

26-2731617

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

1 Provide a descnpt1on of the organ1zat1on'sdirect and indirect political campaign act1v1t1es


in Part IV.
2

Political expenditures

3 Volunteer hours

IPart f-B I

Complete if the organization is exempt under section 501 (c)(3).

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

4a Was a correction made?

0Yes

0No

b If 'Yes 'describe 1nPart IV.

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

.... $_=--~--

D1dthe f1l1ngorgan1zat1onfile Form 1120-POL for this year?

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

(e) Amount of political


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

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Schedule C (Form 990 or 990-EZ) 2009

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

AMERICAN ENERGY ALLIANCE

26-2731617

Pa e2

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

....D

If the filing organ1zat1onbelongs to an affiliated group .


d contro I' prov1s1onsaoo1v.
1f the filI ina oraan1zat1onchecke d b ox A and "I1m1te
(a) Filing
organ1zat1on's
totals

Limits on Lobbying Expenditures


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

(b) Affiliated group


totals

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


b Total lobbying expenditures to influence a leg1slat1vebody (direct lobbying)
c Total lobbying expenditures (add lines 1a and 1b)
d Other exempt purpose expenditures
e Total exempt purpose expenditures (add lines 1c and 1d)

f Lobbying nontaxable amount. Enter the amount from the follow1na table 1nboth columns.
II the amount on line 1e, column (a) or (b) is:

The lobbying nontaxable amount is:

Not over $500,000

20% of the amount on line 1e

Over $500,000 but not over $1,000,000

$100,000 plus 15% of the excess over $500,000.

Over $1,000,000 but not over $1,500,000

$175,000 plus 10% of the excess over $1,000,000

Over $1,500,000 but not over $17,000 000

$225,000 plus 5% of the excess over $1,500,000.

Over $17 000 000

$1000000.

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


h Subtract line 1g from line 1a If zero or less, enter O
i Subtract line 1f from line 1c. If zero or less, enter O
If there 1san amount other than zero on either line 1h or line 11,did the organization file Form 4720

Dves

reporting section 4911 tax for this year?

0No

4-Year Averaging Period Under Section 501 (h)


(Some organizations that made a section 501 (h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures
Calendar year
(or fiscal year beginning in)

(a) 2006

During 4-Year Averaging Period


(b) 2007

(c) 2008

(d) 2009

(e) Total

2a Lobbv1na nontaxable amount


b Lobbying celling amount
(150% of line 2a, column(e))
c Total lobbv1na expenditures
d Grassroots nontaxable amount
e Grassroots ce1l1ngamount
(150% of line 2d, column (e))

f Grassroots lobby1no expenditures


Schedule C (Form 990 or 990-EZ) 2009

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AMERICAN ENERGY ALLIANCE

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ScheduleC

Form990or990E

Part U-B

2009

AMERICAN ENERGY ALLIANCE

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

local leg1slat1on,1nclud1ngany attempt to influence public opinion on a leg1slat1vematter


or referendum, through the use of:
a Volunteers?
b Paid staff or management (include compensation 1nexpenses reported on lines 1c through 11)?
c Media advertisements?
d Mailings to members, legislators, or the public?
e Publ1cat1ons,or published or broadcast statements?
f Grants to other organ1zat1onsfor lobbying purposes?
Direct contact with legislators, their staffs, government officials, or a leg1slat1vebody?

9
h
i
j

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any s1m1larmeans?


Other act1v1t1es?If 'Yes,' describe

1n

Part IV

Total Add lines 1c through 11

1nline 1 cause the organ1zat1onto be not described 1nsection 501 (c)(3)?


2a Did the act1v1t1es
b If 'Yes,' enter the amount of any tax incurred under section 4912
c If 'Yes,' enter the amount of any tax incurred by organization managers under section 4912
d If the f11inaoraan1zat1onincurred a section 4912 tax did 1tfile Form 4720 for this vear?

IPart Ill-Al

Complete if the organization is exempt under section 501 (c)(4), section 501 (c)(5), or section
501(c)(6).
Yes

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

Did the organ1zat1onmake only 1nhouse lobbying expenditures of $2,000 or less?

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

Dues, assessments and s1m1laramounts from members

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(1) tax was paid).
a Current year

2a

b Carryover from last year

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

expenditure next year?


Taxable amount of lobbv1na and ool1t1calexoend1tures (see instructions)

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.

Schedule C (Form 990 or 990-EZ) 2009


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Schedule D

Supplemental Financial Statements

(Form 990)

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


Part IV, line 6, 7, 8, 9, 10, 11, or 12.
1o,,..
1o,,..
....-Attach to Form 990 ....-See separate instructions.

of theTreasury
Department
Internal
Revenue
service

0MB No 1545-0047

2009

Opentq~ic
Inspection

Name of the organization

Employer identification number

AMERICAN ENERGY ALLIANCE


Part J

26-2731617

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.

Complete 1fthe

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


(a) Donor advised funds
1

Total number at end of year

Aggregate contnbut1ons to (during year)

Aggregate grants from (during year)

Aggregate value at end of year

(b) Funds and other accounts

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

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

Preservation of an historically important land area

D
D

Protection of natural habitat


Preservation of open space

Preservation of a cert1f1edhistoric structure

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.

Held at the Endof the Tax Year


a Total number of conservation easements

2a

b Total acreage restricted by conservation easements

2b
2c

c Number of conservation easements on a cert1f1edhistoric structure included 1n(a)


d Number of conservation easements included in (c) acquired after 8/17 /06
3

2d
Number of conservation easements mod1f1ed,transferred, released, extinguished, or terminated by the organ1zat1onduring the tax
year .... _____
_

Number of states where property subject to conservation easement 1slocated ....

Does the organ1zat1onhave a written policy regarding the periodic monitoring, 1nspect1on,handling of
D

v1olat1ons,and enforcement of the conservation easements 1tholds?


6
7

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

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


Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 8

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:

.... $ _______
.... $ _______

(i) Revenues included 1nForm 990, Part VIII, line 1


(ii) Assets included 1nForm 990, Part X
2

_
_

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.

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

_
_

Schedule D (Form 990) 2009

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ScheduleD

Form990 2009

AMERICAN ENERGY ALLIANCE

Part lH Or anizations Maintainin

26-2731617

Collections of Art Historical Treasures or Other Similar Assets

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

(check all tl'lat apply}:


a
b
c

D
D

Public exh1b1t1on

Scholarly research

Loan or exchange programs


Other

Preservation for future generations

------------------------

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

Escrow and Custodial Arrangements.

Yes

0No

Complete 1forganization answered 'Yes' to Form 990, Part IV, line 9, or

reported an amount on Form 990, Part X, line 21.


1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included
on Form 990, Part X?

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

e D1stribut1onsduring the year

1e

Ending balance

1f

2a Did the organ1zat1oninclude an amount on Form 990, Part X, line 21?

0Yes

0No

b If 'Y es exp Ia1nthe arranaement 1nPart XIV


PartV l Endowment Funds. Complete 1fthe organ1zat1onanswered 'Yes' to Form 990, Part IV, line 10
(al Current vear

(bl Prior vear

(cl Two vears back Id\ Threevearsback (el Fourvearsback

1a Beginning of year balance


b Contributions
C

Net investment earnings, gains, and losses

d Grants or scholarships
e Other expenditures for fac11it1es
and programs
f

Adm1n1strat1ve
expenses

g End of year balance

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

(i) unrelated organizations

3a(i)

(ii) related organ 1zat1ons

3a(iil

b If 'Yes' to 3a(11},
are the related organizations listed as required on Schedule R?

No

3b

Describe1n Part XIV t he 1ntend ed uses of the oroanizat1on s endowment f unds.


Part VI ! Investments - Land, Buildings, and Equipment. See Form 990, Part X, line 10.
4

Description of investment

(a) Cost or other


basis (Investment)

(b) Cost or other


basis (other}

(d) Book value

(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 .

Schedule D (Form 990) 2009

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AMERICAN ENERGY ALLIANCE

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26 - 2731617

AMERICAN ENERGY ALLIANCE

Schedule D (Form 990l 2009

IPart Vlll

Investments - Other Securities.

See Form 990, Part

(a) Oescnpt1on Qf security or category


Onclud1ng name of secunty)

x, line

Page

12.
(c) Method of valuation:
Cost or end-of-year market value

(b) Book value

Financial derivatives
Closely-held equity interests
Other

Total. (Col (bl must eaual Form 990 Part X col (Bl line 12 l ....

I Part VIII! Investments - Program Related.

See Form 990, Part X, line 13.

(a) Descnpt1on of investment type

(c) Method of valuation:


Cost or endofyear market value

(b) Book value

Total. /Col lb\ must eaual Form 990 Part X col /Bl line 13 \ ....

I Part DCl Other Assets.

See Form 990, Part X, line 15.


(a) Description

(b) Book value

....

Total. (Column fhl must eaua/ Form 990 Part X col (8) /me 15.)

I Part X l Other Liabilities.

See Form 990, Part X, line 25.


(a) Description of hab1hty

1.

(b) Amount

Federal income taxes

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

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AMERICAN ENERGY ALLIANCE

AEA

26 - 2731617

AMERICAN ENERGY ALLIANCE

Schedule D (Form 990) 2009

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)

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

Net unrealized gains ~osses) on investments

5
6
7

Donated services and use of fac11it1es


Investment expenses

5
6

Pnor period adjustments

Other (Describe 1nPart XIV.)

Total adjustments (net). Add lines 4 through 8

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

10

10

IPart XII l Reconciliation

Total revenue, gains, and other support per audited f1nanc1alstatements

Amounts Included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments

2b

c Recovenes of prior year grants

2c

d Other (Describe 1nPart XIV.)

2d

Amounts included on Form 990, Part VIII, line 12, but not on line 1:

2e

7,925.
1,725,615.

I 4a I

a Investment expenses not included on Form 990, Part VIII, line ?b


b Other (Describe in Part XIV.)

4b

c Add lines 4a and 4b

0.

4c

Total revenue. Add lines 3 and 4c. rTh1smust eaua/ Form 990 Part I /me 12 J

Total expenses and losses per audited f1nanc1alstatements

Amounts Included on line 1 but not on Form 990, Part IX, line 25:

I Part XlHl Reconciliation

1,725,615.

of Expenses per Audited Financial Statements With Expenses per Return

a Donated services and use of fac1l1t1es

2a

b Prior year adjustments

2b

c Other losses

2c

d Other (Describe 1nPart XIV)

2d

e Add lines 2a through 2d


Subtract line 2e from line 1

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

a Investment expenses not included on Form 990, Part VIII, line ?b


b Other (Describe 1nPart XIV.)

4b

c Add lines 4a and 4b

1,733,540.

Subtract line 2e from line 1

7,925.

e Add lines 2a through 2d

0.
58,751.

2a

b Donated services and use of faci11t1es

1,725,615.
1,666,864.
58,751.

of Revenue per Audited Financial Statements With Revenue per Return

Page4

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

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.

PART X: INCOME TAXES

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,

OF THE INTERNAL REVENUE CODE. FOR

THE ALLIANCE HAD NO NET UNRELATED

BUSINESS INCOME AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES WAS


REQUIRED.
Schedule D (Form 990) 2009
932054
02-01-10

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AMERICAN ENERGY ALLIANCE

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Schedule D Form 990 2009

Part XlV Su

2 6-2 7 316 1 7

AMERICAN ENERGY ALLIANCE

IN JUNE 2006,

THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB)

INTERPRETATION NUMBER 48

(FIN

48)

RELEASED

ACCOUNTING FOR UNCERTAINTY IN INCOME

TAXES (NOW CONTAINED IN FASB ASC 740-10),

WHICH PROVIDES GUIDANCE FOR

REPORTING UNCERTAINTY IN INCOME TAXES. IN DECEMBER 2008,


ACCOUNTING STANDARDS BOARD ISSUED FASB STAFF POSITION

THE FINANCIAL

FIN 48-3

EFFECTIVE

DATE OF FASB INTERPRETATION NO. 48 FOR CERTAIN NONPUBLIC ENTERPRISES


48-3).

Pa e 5

lemental Information contmue

FSP 48-3

(FSP

PERMITTED AN ENTITY WITHIN ITS SCOPE TO DEFER THE

EFFECTIVE DATE OF THE FIN 48 REQUIREMENTS INCORPORATED IN FASB ASC 740-10


UNTIL FISCAL YEARS BEGINNING AFTER DECEMBER 15,

2008

AND THE ALLIANCE

ELECTED TO DEFER THE APPLICATION OF THESE PROVISIONS OF FASB ASC 740-10


FOR THE YEAR ENDED DECEMBER 31,
2009,

2008.

FOR THE YEAR ENDED DECEMBER 31,

THE ALLIANCE ADOPTED THE PROVISIONS OF FASB ASC 740-10

RELATING TO

ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT NO


MATERIAL UNCERTAIN TAX POSITIONS

QUALIFY FOR EITHER RECOGNITION OR

DISCLOSURE IN THE FINANCIAL STATEMENTS.


STATUTE OF LIMITATIONS
OPEN WITH THE U.S.

AS OF DECEMBER 31,

FOR THE TAX YEAR ENDED DECEMBER 31,

FEDERAL TAXING AUTHORITIES.

CURRENTLY REQUIRED TO FILE

2009,

2008,

THE
REMAIN

THE ALLIANCE IS NOT

AN INCOME TAX RETURN IN ANY STATE TAX

JURISDICTION.

Schedule D (Form 990) 2009


932055
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AMERICAN ENERGY ALLIANCE

AEA

SCHEDULE I
(Form 990)

Department of the Treasury

0MB No 1545-0047

Internal Revenue Service

Grants and Other Assistance to Organizations,


Governments, and Individuals in the United States

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

Name of the organ1zat1on

Employer identification

AMERICAN ENERGY ALLIANCE


Part I

General Information on Grants and Assistance

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'-

1 (a) Name and address of organ1zat1on


or government

---

---

(b) EIN

u,,_

--

,,

, -

_,,...,

, ........ ,.._.,_.,,

(c) IRC section


If applicable

.. ,..,._.._.,

.. --

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 _____

(h) Purpose of grant


or assistance

'

UNITED FOR JOBS


PO BOX 3831
ARLINGTON

VA 22203

20-4260336

501(C)(4)

15 000.

o.

GENERAL OPERATING SUPPORT

Enter total number of section 501 (c)(3) and government organ1zat1ons

o.

Enter total number of other organ1zat1ons

1.

LHA

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

932101 02-02-10

24

Schedule I (Form 990) 2009

Schedule I (Form 990) 2009


AMERICAN ENERGY ALLIANCE
Part Ill Grants and Other Assistance to Individuals in the United States. Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 22.
Use Part IV and Schedule 11(Form 990) 1fadd1t1onalspace 1sneeded.

(a) Type of grant or assistance

I Part IV I

(b) Number of
rec1p1ents

(c) Amount of
cash grant

(d) Amount of non


cash assistance

(e) Method of valuation


(book, FMV, appraisal, other)

26-2731617

Page2

(f) Descnpt1on of noncash assistance

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 MADE ONE VOLUNTARY GRANT TO

ORGANIZATION IN 2009

AND MONITORED THE USE OF THE FUNDS

IN ACCORDANCEWITH ORGANIZATIONAL POLICIES

932102 02-02-10

AND PROCEDURES.

25

Schedule I (Form 990) 2009

Compensation Information

SCHEDULEJ
(Form 990)

0MB No 1545-0047

2009

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


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

Department of the Treasury


Internal Revenue Service

Opento Public
Inspection
Employer identification

Name of the organization

AMERICAN ENERGY ALLIANCE


Part l I Questions Regarding Compensation

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

First-class or charter travel


Travel for companions
Tax 1ndemnificat1onand gross-up payments
D1scret1onaryspending account

Housing allowance or residence for personal use


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

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

Written employment contract

[X] Compensation survey or study


[X] Approval by the board or compensation

Independent compensation consultant


Form 990 of other organ1zat1ons

committee

During the year, d1d any person listed in Form 990, Part VII, Section A, line 1a, with respect to the filing

organ1zat1onor a related organ1zat1on:


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

4a

b Part1c1pate1n,or receive payment from, a supplemental nonqualif1ed retirement plan?

4b

c Part1c1pate1n,or receive payment from, an equity-based compensation arrangement?

4c

X
X
X

a The organization?

5a

b Any related organization?

5b

a The organization?

6a

b Any related organization?

6b

X
X

If 'Yes' to any of lines 4ac, 11stthe persons and provide the applicable amounts for each item in Part Ill

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

must complete lines 5-9.

For persons listed 1nForm 990, Part VII, Section A, line 1a, did the organ1zat1onpay or accrue any compensation
contingent on the revenues of:

If 'Yes' to line Sa or Sb, descnbe in Part Ill

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:

If 'Yes' to line Ga or 6b, descnbe 1nPart Ill.

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

Reaulat1ons section S3.49S86/cl?


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

Schedule J (Form 990) 2009

932111
02-02-10

08381112

133855

AEA

2009.04040

26
AMERICAN ENERGY ALLIANCE

AEA

AMERICAN ENERGY ALLIANCE


26-2731617
Schedule J (Form 990) 2009
Part If I Officers, Directors, Trustees, Key Employee~ and Highest Compensated Employees. Use ~chedule J1 1fadd1t1onals_eace1sneeded.

Page 2

For each 1nd1v1dual


whose compensation must be reported in Schedule J, report compensation from the organ1zat1onon row (1)and from related organ1zat1ons,described in the 1nstruct1ons,on row (11).
Do not 11stany 1nd1v1duals
that are not listed on Form 990, Part VII.
Note. The sum of columns (8)(1)(111)
must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(B) Breakdown of W2 and/or 1099M ISC compensation
(i) Base
compensation

(A) Name

(i)

THOMAS PYLE

(ii)
(i)

LISA WALLACE

(ii)
(i)

DANIEL KISH

(iii

(ii) Bonus &


1ncent1ve
compensation

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

Name of the organization

PART I,

LINE 1,

DESCRIPTION

IS A SUBSIDIARY OF THE INSTITUTE

PART III,

LINE 1,

number

26-2731617

AMERICAN ENERGY ALLIANCE

FORM 990,

2009

Complete to provide information for responses to specific questions on


Form 990 or to provide any additional information.
~ Attach to Form 990.

Department of the Treasury


Internal Revenue Serv,ee

FORM 990,

0MB No 1545-0047

Supplemental Information to Form 990

SCHEDULEO

OF ORGANIZATION MISSION:

FOR ENERGY RESEARCH.

DESCRIPTION OF ORGANIZATION MISSION:

RELIABLE ENERGY.

FORM 990,

PART VI,

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

AMERICAN ENERGY ALLIANCE IS APPOINTED BY THE INSTITUTE

FORM 990,

PART VI,

SECTION B, LINE 11:

FOR ENERGY RESEARCH.

THE FORM 990 WAS PREPARED BY AN

OUTSIDE CPA FIRM AND REVIEWED BY MANAGEMENTFOR ACCURACY.


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

THE FORM 990 WAS


THE FORM 990

WAS REVIEWED AND SIGNED BY THE PRESIDENT AND FILED.

FORM 990,

PART VI,

SECTION B, LINE 12C:

AS A GENERAL RULE, THE

ORGANIZATION DOES NOT ENTER INTO BUSINESS TRANSACTIONS WITH MEMBERS OF THE
BOARD OF DIRECTORS AND REVIEWS ALL TRANSACTIONS FOR POTENTIAL CONFLICTS OF
INTEREST.

IF MANAGEMENTOR THE BOARD OF DIRECTORS BELIEVE A CONFLICT OF

INTEREST EXISTS,

THE CONFLICT OF INTEREST POLICY PROVIDES FOR SPECIFIC

PROCEDURES TO ADRESS THE CONFLICT.


INCLUDE OFFICERS,
POWERS.

INDIVIDUALS COVERED UNDER THIS POLICY

DIRECTORS AND A MEMBEROF A COMMITTEE WITH BOARD DELGATED

CONFLICTS WHICH MUST BE REPORTED INCLUDE TRANSACTIONS WITH THESE

INDIVIDUALS,

MEMBERS OF THER FAMILY, ENTITIES

IN WHICH THEY HAVE AN

INVESTMENT IN OR RECEIVE COMPENSATION FROM, AND ANY RELATIONSHIPS


THE BOARD OF DIRECTORS,
A CONFLICT OF INTEREST.

IN ITS SOLE DISCRETION,

IN WHICH

BELIEVES MAY OR DOES CREATE

THE POLICY SETS FORCE A REQUIREMENT TO DISCLOSE

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

Schedule O (Form 990) 2009

932211
02-03-10

08381112

133855

AEA

2009.04040

28
AMERICAN ENERGY ALLIANCE

AEA

0MB No 1545-0047

Supplemental Information to Form 990

SCHEDULEO
(Form 990)

2009

Complete to provide information for responses to specific questions on


Form 990 or to provide any additional information.
~ Attach to Form 990.

Department of the Treasury


Internal Revenue Serv1t:e

0~

tq P\lblic
lnspection

Employer identification

Name of the organ1zat1on

AMERICAN ENERGY ALLIANCE


THESE CONFLICTS.

number

26-2731617

THE GOVERNING BOARD MAKES ALL DECISIONS

REGARDING THE

DETERMINATION THAT A CONFLICT IN FACT EXISTS AND IN THE DETERMINATION OF


THE APPROPRIATE COURSE OF ACTION TO RESOLVE THE CONFLICT.

THE PARTY WITH

THE POTENTIAL CONFLICT MAY PRESENT HIS OR HER CASE TO THE BOARD OF
DIRECTORS,

BUT MAY NOT BE INVOLVED IN THE DELIBERATION AND FINAL VOTE OR

ACTION OF THE BOARD OF DIRECTORS.

EMPLOYEES ARE ALSO SUBJECT TO A CONFLICT OF INTEREST POLICY CONTAINED IN


THE EMPLOYEE MANUAL.

SIMILAR TO THE PROCESS DESCRIBED ABOVE, THE GOVERNING

BOARD AND/OR PRESIDENT MAKE ALL DECISIONS REGARDING THE DETERMINATION THAT
A CONFLICT IN FACT EXISTS AND THE BOARD OF DIRECTORS DETERMINES THE
APPROPRIATE COURSE OF ACTION TO RESOLVE THE CONFLICT.

THE PARTY WITH THE

POTENTIAL CONFLICT MAY PRESENT HIS OR HER CASE TO THE PRESIDENT AND/OR
BOARD OF DIRECTORS,

BUT MAY NOT BE INVOLVED IN THE DELIBERATION AND FINAL

VOTE OR ACTION OF THE BOARD OF DIRECTORS.

FORM 990,

PART VI,

SECTION B, LINE 15:

THE COMPENSATION OF THE PRESIDENT

AND TOP MANAGEMENTIS DETERMINED BY THIER EMPLOYER, THE INSTITUTE


ENERGY RESEARCH, AND THE PRESIDENT'S

FOR

AND TOP MANAGEMENT'S SALARY IS

ALLOCATED TO THE ORGANIZATION BASED ON TIME AND ATTENDANCE RECORDS.

THE

PROCESS USED BY !ER TO DETERMINE THE COMPENSATION OF THE CEO IS BASED UPON
COMPARABLE SALARIES FOR EXECUTIVES WITH SIMILAR EXPERIENCE AND
RESPONSIBILITIES

IN THE NONPROFIT SECTOR AND IS APPROVED BY THE EXECUTIVE

COMMITTEE OF BOARD OF DIRECTORS.

THE EXECUTIVE COMMITTEE REPORTS TO THE

BOARD, AT THE NEXT BOARD MEETING, ALL OF ITS ACTIONS SINCE THE LAST BOARD
MEETING.

DELIBERATION AND APPROVAL OF THE SALARY IS MADE DURING AN

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

Schedule O (Form 990) 2009

932211
02-03-10

08381112

133855

AEA

2009.04040

29
AMERICAN ENERGY ALLIANCE

AEA

0MB No 1545-0047

Supplemental Information to Form 990

SCHEDULEO
(Form 990)

2009

Complete to provide information for responses to specific questions on


Form 990 or to provide any additional information.
~ Attach to Form 990.

Department of the Treasury


Internal Revenue Se,v1~

Opentq~ic
lnspection

Employer identification number

Name of the organization

26-2731617

AMERICAN ENERGY ALLIANCE

EXECUTIVE SESSION AND INSTRUCTIONS AS TO THE SALARY LEVEL OF THE PRESIDENT


ARE MADE IN WRITING BY A MEMBER OF THE EXECUTIVE COMMITTEE TO MANAGEMENT.

SALARIES FOR TOP MANAGEMENTARE ALSO BASED ON COMPARABLE SALARIES OF SENIOR


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

FROM COMPARABLE

THE RECOMMENDED

SALARIES ARE PROPOSED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS


FOR THEIR APPROVAL.

COPIES OF THE SALARY INFORMATION USED IN DETERMINING THE SALARY LEVELS


ABOVE AND DOCUMENTSNOTING THE APPROVED SALARIES ARE MAINTAINED AT THE
CORPORATE HEADQUARTERS OF IER.

FORM 990,

PART VI,

LINE 17,

LIST OF STATES RECEIVING COPY OF FORM 990:

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,

SECTION C, LINE 19:

THE ORGANIZATION, UPON REQUEST,

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

FINANCIAL STATEMENTS AND ANY POLICY DOCUMENTS

ARE PROVIDED TO INTERESTED PARTIES,

SUCH AS FUNDERS, UPON REQUEST.

THE

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

FORM 990,

WHETHER TO RELEASE THESE DOCUMENTSTO AN OUTSIDE PARTY.

PART XI,

LINE 2C

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

Schedule O (Form 990) 2009

932211
02-03-10

08381112

133855

AEA

2009.04040

30
AMERICAN ENERGY ALLIANCE

AEA

0MB No 1545-0047

Supplemental Information to Form 990

SCHEDULEO
(Form 990)

2009

Complete to provide information for responses to specific questions on


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

Department of the Treasury


Internal Revenue Serv,c!,

Open to P\lbfic
Inspection

Employer identification number

Name of the organ1zat1on

AMERICAN ENERGY ALLIANCE

26-2731617

NO CHANGE FROM PRIOR YEAR.

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

Schedule O (Form 990) 2009

932211
02-03-10

08381112

133855

AEA

2009.04040

31
AMERICAN ENERGY ALLIANCE

AEA

Related Organizations

SCHEDULER
(Form990)

0MB No 1545-0047

and Unrelated Partnerships

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.

Department of the Treasury


Jntemal Revenue Service

Qeen to Public
f~c;i1:ion
Employer identification

Name of the organization

Partl

Identification

Part ll

Entities (Complete 1fthe organization answered 'Yes" to Form 990, Part IV, line 33.)

(a)

(b)

(c)

(cl)

(e)

(f)

Name, address, and EIN


of disregarded entity

Primary act1v1ty

Legal domicile (state or

Total income

Endofyear assets

Direct controlling
entity

Identification of Related Tax-Exempt


organizations during the tax year.)

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)

Name, address, and EIN


of related organ1zat1on

Primary act1v1ty

Legal domicile (state or

Exempt Code
section

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

Direct controlling
entity

foreign country)

FOR ENERGY RESEARCH - 76-0149778

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"

AMERICAN ENERGY ALLIANCE

DISTRICT OF COLUMBIA

for Form 990.

32

~Ol(C)(3)

509(A)(2)

NA

Schedule R (Form 990) 2009

AMERICAN

Schedule R (Form 990) 2009

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)

Name, address, and EIN


of related organ1zat1on

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)

Name, address, and EIN


of related organization

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

R (Form 990) 2009

ScheduleR(Form990)2009

PartV

Transactions

AMERICAN

ENERGY

With Related Organizations

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

b Gift, grant, or capital contribution to other organizat1on(s)

1b

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

1c

d Loans or loan guarantees to or for other organizat1on(s)

1d

e Loans or loan guarantees by other organizat1on(s)

1e

Sale of assets to other organ1zat1on(s)

1g

h Exchange of assets

1h

Lease of fac11!t1es,
equipment, or other assets to other organizat1on(s)

1i

Lease of fac1ht1es,equipment, or other assets from other organizat1on(s)

1k

Performance of services or membership or fundra1s1ngsol1c1tat1onsby other organ1zat1on(s)

11

m Sharing of fac11it1es,equipment, mailing lists, or other assets

1m

n Sharing of paid employees

1n

o Reimbursement paid to other organ1zat1onfor expenses

1o

p Reimbursement paid by other organ1zat1onfor expenses

1p

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

1Q

1r

Other transfer of cash or orooertv from other oraan1zat1on(sl

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

k Performance of services or membership or fundra1s1ngsolic1tat1onsfor other organizat1on(s)

X
X
X
X

1f

g Purchase of assets from other organ1zat1on(s)

IN

2009)

(41
(51
(6)
932163 02-04-10

34

Schedule R (Form 990) 2009

ScheduleR(Form990l2009

Part VI

AMERICAN ENERGY ALLIANCE

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)

Name, address, and EIN


of entity

Primary act1v1ty

Legal dom1c1le
(state or foreign
country)

Are all partners


section 501 (c)(3

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

Schedule R (Form 990) 2009


932164
02-04-10

35

Page 2

Form 8868 (Rev 42009)


If you are fihng for an Additional (Not Automatic)

3-Month Extension, complete only Part II and check this box

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

Additional (Not Automatic) 3-Month Extension of Time.

~ERICAN

:~~.~~:
duedalelcr
fihng the

,.,,um
see
lnstNct,ons

Only Ille the original (no copies needed)


,.~ u ..

Name of Exempt Organization

~/~

H STREET,

NW, NO.

,, For IRS use only

''

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

Number, street, and room or suite no If a PO box, see rnstruct1ons.

1100

Employer identification

,.~ ~.-, ,.}

..~... ...

Form 990-T (sec. 401 (a) or 408(a) trust)


Form 990T (trust other than above)

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 ...

...

If 1t1sfor part of the group 1 check this box ...

""'

. If this 1sfor the whole group, check this

and attach a list with the names and EINs of all members the extension 1sfor

NOVEMBER 15 , 2 0 1 0.

I request an addition al 3month extension of time until

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

State 1ndetail Why you need the extension

, and ending--,=,=----------Final return


Change in accounting period

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

< ,'

.... -.:'
~

..~

orev1ouslv with Form 8868.


Balance Due. Subtract line 8b from line Ba Include your payment with this form, or, 1frequired, deposit

Sb

with FTDcoupon or 1freau1red bv us1na EFTPS !Electronic Federal Tax Pavment Svsteml. See 1nstruct1ons.

Be $

N/A

Signature and Ver1ficat1on


eil-1'1f-ffMliltv,

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-/

Form8868 (Rev 4-2009)

92JSJ2
0526-09

13100730

133855

AEA

2009.03051

28
AMERICAN ENERGY ALLIANCE

AEA

AMERICAN ENERGY ALLIANCE

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

AEA

2009.03051

29
STATEMENT(S) l
AMERICAN ENERGY ALLIANCE
AEA
1

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