Professional Documents
Culture Documents
Form
Return of Organization
Please
and ending
D Employer identification number
C Name of organization
~ERICAN
ENERGY
ALLIANCE
Doma Business As
26-2731617
see
Number and street (or P.O.box 11mail is not deliveredto streetaddress) Room/suite E Telephone number
Specific
202-621-2940
H STREET
, NW
400
lnstruc- 110 0
t1ons
City or town, state or country, and ZIP+ 4
G Gross receipts$
1
LA.Jreturn
Terminat1on
Amended
return
Apphca-
t1on
pending
1---.:.W:..::,A.::.:S=-H=I:..::N.:..;G::..T=O""N_...._.=D....;:Ca...--=2....;::0""'0"'"'0:a.=5
___________
F Name and address of principal officer.
~---~----.===.-------------.====.------,====;--------1
I Tax-exemot status [x]
J Website:
501/cl ( 4
l <111111(insert no l
WWW.AMER
K Tvoeof oroarnzat1on:[x]
4947/aH1l or
527
(AEA)
IS
AN
Check this box ~
AMERICAN
3
4
5
6
7a
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)
Total number of employees (Part V, line 2a)
Total number of volunteers (estimate 1fnecessary)
Total gross unrelated business revenue from Part VIII, linA 1? ...,.,1,1mn
/C\
ENERGY
Ill
GI
Ill
C:
GI
Q.
)(
~"'
5
6
7a
7b
NOV1 7 2009
Prior Year
0.
0.
0.
0.
OO@EN, UT
z~
21
22
I Part
;~:5k.~-'"""
,.,_
078.
740.
1
1
Beainnina of Year
(l)C::,
816
34
(/) C:
-:;;c:
0.
Current Year
1 816
078.
0~
<t-c
"5l~20
AEA
1---"'3-+---------~3
No
ALLIANCE
EDUCATIONAL
ADVOCACY
AND GRASSROOTS
ORGANIZATION.
1fthe organization discontinued its operations or disposed of more than 25% of its assets
[x]
0)
078
816
---1
I CANENERGYALLIANCE.
ORG
Corporation
Trust
Assoc1at1on
Other~
I Part 11 Summary
8
9
10
11
12
13
14
15
16 a
Open to Public
Inspection
use IRS
label or
printer
type
r,:,-,Address
LA.Jchange
Name
change
rv,1n1t1al
D
D
D
2008
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung
benefit trust or private foundation)
~ The organization may have to use a copy of this return to satisfy state reporting requirements
0MB No 1545-0047
II I Signature Block
640
877.
675
617.
140
461.
End of Year
198
837.
58
929.
139
908.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, 1t 1strue, correct,
00 .,
Sign
Here
Iii...
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t>ff~ftti'
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11
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dE.c.'lh
Preparer's~r
Date
Preparer's 1dent1fy1ngnumber
1
-........
J{ l
(} Check
self- 11
(see 1nstruct1ons)
~s~,g~n~at~ur~e~-~~~:.::::=========l~(~~r.t'..f.__~---~-_J~_,....::..::.u_-~o_,..:__~e~m~p~lo~ye~d~~[x],A,u_~~-------Preparer's Firm's name (or
COCCHIARO
& ASSOCIATES
EIN.
UseOnly yours if
self-employed),
111...211
NORTH
UNION
STREET,
SUITE
100
address, and
ZIP+ 4
,..ALEXANDRIA.
VA
22314
Phoneno. 7 0 3 - 519 -12 2 6
May the IRS discuss this return with the preparer shown above? (see 1nstruct1ons)
[xJ Yes
No
Paid
532001
12-16-06
SEE
LHA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
SCHEDULE
FOR
ORGANIZATION
MISSION
STATEMENT
CONTINUATION
Form990(2008)
26-2731617
Page2
(see 1nstruct1ons)
Dves
00No
Dves
00No
Did the organization cease conducting, or make s1grnf1cantchanges 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) organizations and section 494 7(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 $
14 9 , 0 9 0 . including grants of $
) (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 , 4 0 8 , 4 6 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 ENVIRONMENTALPOLICY CHALLENGES.
THROUGH A DEEPER UNDERSTANDING OF ENERGY AND ENVIRONMENTAL ISSUES, OUR
NATION'S CITIZENS WILL BE ABLE TO EFFECTIVELY PARTICIPATE IN THE
POLICY-MAKING PROCESS AT THE STATE AND NATIONAL LEVEL.
AEA IS A
NON-PARTISAN ISSUE ORGANIZATION THAT SUPPORTS AFFORDABLE, ABUNDANTAND
RELIABLE ENERGY FOR AMERICA'S CONSUMERS AND BUSINESSES.
4c
(Code
(Code.
) (Expenses$
83 , 843
)(Revenue$
4d
4e
1nclud1nggrants of$
1 , 6 41 , 3 9 6 .
) (Revenue$
(Must equal Part IX, Lme 25, column (BJ)
15461110
133855
AEA
2008.03000
AEA__
. .,
Form 99012ooai
I Part
26-2731617
Paqe3
Yes
No
Is the orgarn~at1ondescribed 1nsection 501 (c)(3) or 494 7(a)(1) (other than a private foundation)?
Did the organization engage 1ndirect or indirect political campaign act1v1t1eson behalf of or 1noppos1t1on to candidates for
3
4
N/A
reporting requirement and proxy tax? If "Yes," complete Schedule C, Part Ill
6
Did the organization ma1nta1nany donor advised funds or any accounts where donors have the right to provide advice
on the d1stribut1onor investment of amounts 1nsuch funds or accounts? If "Yes," complete Schedule D, Part I
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete
Schedule D, Part Ill
Did the organization report an amount 1nPart 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 organization hold assets 1nterm, permanent, or quasi-endowments? If "Yes," complete Schedule D, Part V
10
11
Did the organization report an amount in Part X, lines 10, 12, 13, 15, or 25?
11
Did the organization receive an audited f1nanc1alstatement for the year for which 1t1scompleting this return that was
14a
X
X
X
14b
15
X
X
X
X
X
X
X
X
prepared 1naccordance with GAAP? If "Yes," complete Schedule D, Parts XI, XII, and Xlll
12
13
14a Did the organization maintain an office, employees, or agents outside of the U S ?
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmak1ng, fundra1sing, business,
and program service act1v1t1esoutside the U S ? If "Yes," complete Schedule F, Part I
15
Did 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
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to ind1v1duals
located outside the United States? If "Yes," complete Schedule F, Part Ill
16
17
Did the organization report more than $15,000 on Part IX, column (A), line 11e? If "Yes," complete Schedule G, Part I
17
18
Did the organization report more than $15,000 total on Part VIII, lines 1c and Ba? If "Yes," complete Schedule G, Part II
18
19
Did the organization report more than $15,000 on Part VIII, line 9a? If "Yes," complete Schedule G, Part Ill
19
20
Did the organization operate one or more hospitals? If "Yes," complete Schedule H
20
21
Did the organization report more than $5,000 on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II
21
22
Did the organization report more than $5,000 on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and Ill
22
23
Did the organization answer "Yes" to Part VII, Section A, questions 3, 4, or 5? If "Yes," complete Schedule J
23
24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the
last day of the year, that was issued after December 31, 2002? If "Yes," answer questions 24b-24d and complete Schedule K.
If "No", go to question 25
24a
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
r2=4~b'--+----+--
c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?
d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
25a Section 501(c)(3) and 501(c)(4) organizations.
r2=4"'-'c'--+----+-'""'2=4~d---+---+--
25a
25b
26
b Did the organization become aware that 1thad engaged 1nan excess benefit transaction with a d1squal1f1edperson from a
prior year? If "Yes," complete Schedule L, Part I
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or d1squalif1ed
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, or substantial
person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part II
contributor or to a oerson related to such an 1nd1v1dual?If "Yes " complete Schedule L Part Ill
X
27
Form 990 (2008)
832003
12-18-08
16191106
133855
AEA
2008.03000
AEA__
I Part
26-2731617
Paoe4
(continued)
Yes
28
No
During the tax year, did any person who 1sa current or former officer, director, trustee, or key employee
a Havfl a direct business relat1onsh1pwith the organization (other than as an officer, director, trustee, or employee), or an
1nd1rectbusiness relat1onsh1pthrough ownership of more than 35% in another entity (1nd1v1dually
or collectively with other
person(s) listed in Part VII, Section A)? If "Yes," complete Schedule L, Part IV
28a
28b
28c
29
X
X
30
31
32
33
b Have a family member who had a direct or indirect business relat1onsh1pwith the organization?
If "Yes," complete Schedule L, Part IV
c Serve as an officer, director, trustee, key employee, partner, or member of an entity (or a shareholder of a professional
corporation) doing business with the organization? If "Yes," complete Schedule L, Part IV
29
30
Did the organization receive more than $25,000 1nnon-cash contributions? If "Yes," complete Schedule M
Did the organization receive contributions of art, historical treasures, or other s1m1larassets, or qualified conservation
contributions? If "Yes," complete Schedule M
31
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete
Schedule N, Part II
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
34
sections 301 7701-2 and 301 7701-3? If "Yes," complete Schedule R, Part I
If "Yes," complete Schedule R, Parts II, Ill, IV, and V, /me 1
35
36
35
36
NI
Did the organization make any transfers to an exempt non-charitable related organization?
34
Did the organization conduct more than 5% of its act1v1t1esthrough an entity that 1snot a related organization
and that 1streated as a oartnershio for federal income tax oumoses? If "Yes "comolete Schedule R Part VI
X
37
Form 990 (2008)
832004
12-18-08
16191106
133855
AEA
2008.03000
4
AMERICAN ENERGY ALLIANCE
AEA__
'
I Part VI
26-2731617
Page5
No
1a Enter the number reported 1nBox 3 of Form 1096, Annual Summary and Transmittal of
U S Jnformat1on Returns. Enter -0 1fnot applicable
1a
b Enter the number of Forms W-2G included 1nline 1a Enter O 1fnot applicable
1b
c D1dthe organization comply with backup w1thhold1ngrules for reportable payments to vendors and reportable gaming
1c
2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements,
filed for the calendar year ending with or w1th1nthe year covered by this return
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/e this return (see instructions)
3a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return?
b If "Yes," has 1tfiled a Form 990-T for this year? If "No," provide an explanation m Schedule 0
3a
3b
4a At any time dunng the calendar year, did the organization have an interest m, or a signature or other authority over, a
f1nanc1alaccount 1na foreign country (such as a bank account, securities account, or other f1nanc1alaccount)?
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 90-22 1, Report of Foreign Bank and
F1nanc1alAccounts
5a Was the organization a party to a proh1b1tedtax shelter transaction at any time dunng the tax year?
b D1dany taxable party notify the organization that 1twas or 1sa party to a proh1b1tedtax shelter transaction?
c
5b
If "Yes," to question Sa or Sb, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Proh1b1ted
Tax Shelter Transaction?
5c
ea Did the organization solicit any contributions that were not tax deductible?
ea
eb
b If "Yes," did the organization include with every solic1tat1onan express statement that such contnbut1ons or gifts
were not tax deductible?
7
N/A
7a
b If "Yes," did the organization notify 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 1twas required
to file Form 8282?
7c
7e
Did the organization, dunng the year, pay premiums, directly or 1nd1rectly,on a personal benefit contract?
7a
h For contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as required?
7h
organizations
7f
g For all contnbut1ons of qualified intellectual property, did the organization file Form 8899 as required?
Section 501(c)(3) and other sponsoring organizations maintaining donor advised funds.
a Did the organization make any taxable d1stnbut1ons under section 4966?
N/ A
N/A
9a
b Did the organization make a d1stnbut1on to a donor, donor advisor, or related person?
10
Enter.
9b
N/ A
I 1oa I
Enter
10b
N/ A
11a
b Gross income from other sources (Do not net amounts due or paid to other sources against
amounts due or received from them.)
._,_1"""1b=--'---------1
12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 1nlieu of Form 1041?
b If "Yes " enter the amount of tax-exemot interest received or accrued dunna the vear
NI A
I 12b I
12a
Form990 (2008)
832005
12-18-08
16191106
133855
AEA
2008.03000
5
AMERICAN ENERGY ALLIANCE
AEA__
---------
Form990
----
200a
(Sections A, B, and
c request
26-2731617
Pa e6
mforrnat1on about policies not reqwred by the
s ect1on AG
No
For each "Yes" response to Imes 2-7b below, and fora "No" response to Imes 8 or 9b below, descnbe the circumstances,
processes, or changes m Schedule O See mstruct1ons
I 1a I
1b
Did any officer, director, trustee, or key employee have a family relat1onsh1por a business relat1onsh1pwith any other
4
2
2
Did the organization make any s1gnif1cantchanges to its organizational documents since the prior Form 990 was filed?
X
X
X
X
3
4
5
Did the organization become aware during the year of a material d1vers1onof the organization's assets?
7a Does the organization 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 organization contemporaneously document the meetings held or written actions undertaken during the year
8
X
X
7b
by the following
a The governing body?
Ba
Sb
9b
Was a copy of the Form 990 provided to the organization's governing body before 1twas filed? All organizations must
describe 1nSchedule O the process, 1fany, the organization uses to review the Form 990
11
9a
b If "Yes," does the organization have written policies and procedures governing the act1v1t1esof such chapters, affiliates,
and branches to ensure their operations are consistent with those of the organization?
10
X
X
10
Is there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
oraanizat1on's ma1l1naaddress? If "Yes "JJrov1de the names and addresses m Schedule 0
11
Section B. Policies
Yes
12a Does the organization have a written conflict of interest policy? If "No," go to /me 13
12a
12b
12c
X
X
X
No
b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise
to conflicts?
C
Does the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," descnbe
m Schedule O how this 1sdone
13
13
14
Does the organization have a written document retention and destruction policy?
14
15
Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substant1at1on of the del1berat1onand dec1s1on
15a
15b
X
X
16a Did the organization invest 1n,contribute assets to, or part1c1patein a 101ntventure or s1m1lararrangement with a
taxable entity dunng the year?
16a
b If "Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate its part1c1pat1on
in 101ntventure arrangements under applicable federal tax law, and taken steps to safeguard the organization's
exemot status with resoect to such arranaements?
16b
Section C. Disclosure
17
18
List the states with which a copy ofth1s Form 9901s required to be filed IIIJ,,SEE STATEMENT 1
~~==---==--=~~~~~~~--------------
Section 6104 requires an organization 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.
D
19
Own website
[xJ
Another's website
[xJ
Upon request
Describe 1nSchedule O whether (and 1fso, how), the organization makes its governing documents, conflict of interest policy, and financial
statements available to the public
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization IIIJ,,-___
20005
832006
12-18-08
Form990 (2008)
11061110
133855
AEA
2008.03000
AEA__
Form990
2008
26-2731617
Pae
Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
Section A.
Employees
1a Complete this table for all persons required to be listed Use Schedule J-2 1fadd1t1onalspace 1sneeded
List all of the organization's current officers, directors, trustees (whether 1nd1v1dualsor organizations), regardless of amount of compensation,
and current key employees Enter -0- 1ncolumns (D), (E), and (F) 1fno compensation was paid
List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received
reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related
organizations
List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of
reportable compensation from the organization and any related organizations.
List all of the organ1zat1on'sformer directors or trustees that received, 1nthe capacity as a former director or trustee of the organization,
more than $10,000 of reportable compensation from the organization and any related organizations.
List persons m the following order 1nd1v1dualtrustees or directors, 1nst1tut1onaltrustees, officers, key employees, highest compensated employees;
and former such persons
Check this box 1fthe oraarnzat1on did not comoensate anv officer director trustee or kev emolovee
(A)
Name and Title
(8)
Average
hours
per
week
(C)
(D)
(E)
(F)
Pos1t1on
(check all that apply)
Reportable
compensation
from
the
organization
(W-2/1099-MISC)
Reportable
compensation
from related
organizations
(W-2/1099-M ISC)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
14.859.
223 761.
16 273.
2 106.
58 394.
4 131.
"'
.;;
0
.s .s
10.00
10.00
1.00
0.
0.
0.
1.00
0.
0.
0.
~s:
THOMAS PYLE
PRESIDENT
LISA WALLACE
SECRETARY/TREASURER
WAYNEGABLE
DIRECTOR
BRIAN KENNEDY
DIRECTOR
832007
Ie
I lI i E'
li;
8 :c
.ca E
't;;>.
~o
~~
&
12-18-08
11061110
133855
AEA
2008.03000
AEA__
VII I Section
A.
Officers
Directors. Trustees
(A)
Name and title
Kev Emolovees
(B)
Average
hours
per
week
(D)
Reportable
compensation
from
the
organization
r,N-2/1099-MISC)
~
~
;;
0
~>
~
:,
i i
!
0
!i
IE
8~
~~
16 965.
1
Yes
No
For any 1nd1v1duallisted on line 1a, 1sthe sum of reportable compensation and other compensation from the organization
and related organizations greater than $150,000? If "Yes," complete Schedule J for such md1v1dual
...
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on
line 1a? If "Yes," complete Schedule J for such md1v1dual
20,404.
282 155.
Total number of md1v1duals(including those 1n1 a) who received more than $100,000 1nreportable
compensation from the oraanizat1on
Estimated
amount of
other
compensation
from the
organization
and related
organizations
...
1b Total
(F)
Reportable
compensation
from related
organizations
r,N-2/1099-MISC)
~~ ~
-=ci.
Page
Pos1t1on
(check all that apply)
"@
.,,
26-2731617
IPart
Did any person listed on line 1 a receive or accrue compensation from any unrelated organization for services rendered to
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from
t he oraaniza t 10n
(B)
Description of services
(A)
Name and business address
MEDIA SERVICES
(C)
Compensation
1 616. 881.
Total number of independent contractors (1nclud1ngthose 1n1) who received more than $100,000 1ncompensation
from the oraanizat1on ~
1
Form 990 (2008)
832008
12-18-08
16191106
133855
AEA
2008.03000
8
AMERICAN ENERGY ALLIANCE
AEA__
VIII
....
1 a Federated campaigns
C: C:
co:I
!E
Ill co
Cl.!!!
u;e
C:-
0111
Fundra1s1ngevents
1c
1d
1e
~;
_6.c
C: "C
0 C:
O ru
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under
sections 512,
513,or514
:so
(8)
Related or
exempt function
revenue
1b
d Related organizations
:E...
1a
b Membership dues
'-o
Page
Statement of Revenue
(A)
Total revenue
111111
26 - 2731617
I Part
1816078.
1f
....1
816 078.
Business Code
Cl)
2a
-~Cl)
Cl):,
enc:
E~
coCl)
...
a,a::
0
Cl.
other s1m1laramounts)
4
Royalties
6a
....
....
....
(1)Real
(11)Personal
(I) Secunt1es
(11)Other
Gross Rents
....
Gain or (loss)
....
Cl)
:I
C:
Cl)
>
Cl)
cc
...
..
Cl)
J:
....
....
....
Business Code
11 a
b
C
Total Revenue.Add
lines 1h 2a. 3 4
832009
02-02-09
....
....1
816 078 .
Form990 (2008)
16191106
133855
AEA
2008.03000
AEA__
2 6 - 2 7 3161 7
10
Pa e
18,123.
15 873.
13,220.
13.220.
1.566.
684.
Payroll taxes
11
706.
952.
1,739.
706.
952.
1.617.
79.
43.
a Management
36.016.
8,500.
b Legal
c Accounting
36 016.
8,500.
d Lobbying
e Professionalfundra1smgservices. See Part IV, lme 17
f
103.895.
1 485.239.
3,084.
g Other
12
13
Office expenses
14
Information technology
15
Royalties
16
Occupancy
17
Travel
90.804.
1 458.519.
4.009.
13 091.
26 720.
-1,019.
94.
18
19
20
Interest
21
Payments to affiliates
22
23
24
Insurance
1,103.
1.800.
ALLOCATED G&A
0.
1 103.
1 800.
55,696.
-56
1,197.
893.
b
C
d
e
f
25
26
1 240.
1,675,617.
1.641.396.
65.
2 083.
1 175.
32.138.
1ffollowmg
Form
12-18-08
16191106
133855
AEA
2008.03000
10
AMERICAN ENERGY ALLIANCE
990
AEA__
(2008)
I Part
I Balance
26-2731617
(A)
Begmnrng of year
1
179 590 .
4
5
11
(B)
End of year
1 . Cash non-interest-bearing
2
Paqe
Sheet
UI
QI
UI
UI
<
Part II of Schedule L
10a
19.850.
10b
1.103.
11
12
12
13
13
14
Intangible assets
14
15
16
17
18
Grants payable
18
19
Deferred revenue
19
15
0.
16
17
20
20
UI
21
21
22
QI
:c
CQ
of Schedule L
22
23
23
24
24
25
26
C:
27
iii
28
"CJ
C:
::,
29
UI
QI
cc
...
0
QI
UI
UI
<
QI
z
[xJ
26
58 929.
27
139 908.
and complete
28
29
LL.
UI
25
0.
CQ
500.
198 837.
58 929.
:J
18 747.
10c
11
Dand
31
31
32
32
33
34
I Part
XI I Financial Statements
30
0.
0.
33
34
139.908.
198.837.
and Reporting
Yes
No
1
2a
X
X
2a
2b
If "Yes" to Imes 2a or 2b, does the organrzat1on have a committee that assumes respons1b1htyfor oversight of the audit,
review, or compilation of its financial statements and selection of an independent accountant?
2c
3a As a result of a federal award, was the organrzat1on required to undergo an audit or audits as set forth 1nthe Single Audit
Act and 0MB Circular A-133?
3a
b If "Yes " did the oraanrzat1on underao the reau1red audit or audits?
532011
12-18-0B
16191106
133855
AEA
2008.03000
3b
Form 990 (2008)
11
AMERICAN ENERGY ALLIANCE
AEA__
Schedule
2 6 - 2 7 3161 7
Pa e 3
Part 11-B To be completed by organizations exempt under section 501(c)(3) that have NOT filed Form 5768
(election under section 501 (h)). See the instructions for Schedule C for details.
(a)
Yes
(b)
No
Amount
During the year, did the f1hngorganization attempt to influence foreign, national, state or
2a
D1dthe act1v1t1esin hne 1 cause the organization to be not described in section 501 (c)(3)?
b If "Yes," enter the amount of any tax incurred under section 4912
c If "Yes," enter the amount of any tax incurred by organization managers under section 4912
d If the f1l1naoraamzat1on incurred a section 4912 tax did 1tfile Form 4 720 for this vear?
IPart
Ill-Al To be completed by all organizations exempt under section 501(c)(4), section 501(c)(5), or section
501 (c)(6). See the 1nstruct1ons for Schedule C for details.
Yes
Were substantially all (90% or more) dues received nondeductible by members?
1
2
3
1
2
3
Did the organization make only in-house lobbying expenditures of $2,000 or less?
IPart
Did the oraamzat1on aaree to carrvover lobbv1na and ooht1cal exoend1tures from the orior vear?
No
X
X
X
111-B
I To be completed by all organizations exempt under section 501 (c)(4), section 501 (c)(5), or section
501 (c)(6) if BOTH Part Ill-A, questions 1 and 2 are answered 11No 11 OR if Part Ill-A, question 3 is
answered 11Yes." See Schedule C 1nstruct1onsfor details
Section 162(e) non-deductible lobbying and poht1cal expenditures (do not include amounts of political
2a
2b
3
4
2c
Aggregate amount reported in section 6033(e)(1 )(A) notices of nondeductible section 162(e) dues
If notices were sent and the amount on hne 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 poht1cal
IPart
IV I
4
5
Suoolemental Information
Complete this part to provide the descriptions required for Part I-A, hne 1; Part 1-8, hne 4, Part 1-C,line 5, and Part 11-8,hne 11 Also, complete this part
for any add1t1onal1nformat1on
12-18-08
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15
AMERICAN ENERGY ALLIANCE
AEA__
ScheduleD
Form990 2008
Part III
3
Or anizations Maintainin
26-2731617
Pa e2
continued
Using the organization's accession and other records, check any of the following that are a s1gnif1cantuse of its collection items (check all
that apply): ,
a
b
D
D
c
4
Public exh1b1t1on
Scholarly research
d
e
Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV
During the year, did the organization solicit or receive donations of art, historical treasures, or other s1m1larassets
to be sold to raise funds rather than to be ma1nta1nedas art of the or anizat1on's collection?
Part IV
Yes
No
0Yes
0No
b If "Yes," explain the arrangement 1nPart XIV and complete the following table
Amount
c Beginning balance
1c
1d
1e
1f
Ending balance
0Yes
0No
d Grants or scholarships
e Other expenditures for fac11it1es
and programs
f
Adm1nistrat1veexpenses
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 organization that are held and administered for the organization
by
Yes
3ahl
3aliil
3b
Description of investment
No
x. line
10.
(c) Deprec1at1on
19.850.
1.103.
1a Land
b Buildings
c Leasehold improvements
d Equipment
e Other
Total. Add lines 1a-1e (Column (d) should eaual Fonn 990 Part X column (8). lme 10(c))
18.747.
18.747.
832052
12-23-08
16191106
133855
AEA
2008.03000
16
AMERICAN ENERGY ALLIANCE
AEA__
0MB No 1545-0047
Compensation Information
SCHEDULE J
(Form 990)
2008
Open to Public
Inspection
Employer identification
Part I
number
26-2731617
No
1a Check the appropriate 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 1nformat1onregarding these items
First-class or charter travel
Housing allowance or residence for personal use
Travel for companions
Payments for business use of personal residence
Tax mdemrnf1cat1onand gross-up payments
Health or social club dues or 1rnt1at1on
fees
D1scret1onaryspending account
Personal services (e g , maid, chauffeur, chef)
D
D
D
D
b If line 1a 1schecked, did the organization follow a written policy regarding payment or reimbursement or prov1s1on
1b
of all of the expenses described above? If "No," complete Part Ill to explain
2
Did the organization require substant1at1on prior to reimbursing or allowing expenses incurred by all officers, directors,
trustees, and the CEO/Executive Director, regarding the items checked m line 1a?
Indicate which, 1fany, of the following the organization uses to establish the compensation of the organization's
CEO/Executive Director. Check all that apply.
D
D
[xJ
4
Compensation committee
Independent compensation consultant
Form 990 of other organizations
[xJ
[xJ
During the year, did any person listed 1nForm 990, Part VII, Section A, line 1a
4a
4b
4c
X
X
X
If "Yes" to any of Imes 4a-c, list the persons and provide the applicable amounts for each item 1nPart Ill.
Only 501(c)(3) and 501(c)(4) organizations
5
For persons listed 1nForm 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the revenues of
a The organization?
5a
5b
X
X
For persons listed m Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the net earnings of.
a The organization?
6a
6b
X
X
For persons listed m Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed payments
Were any amounts reported 1nForm 990, Part VII, paid or accrued pursuant to a contract that was subJect to the
in
Part Ill
LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
832111
12-23-08
16191106
133855
AEA
2008.03000
17
AMERICAN ENERGY ALLIANCE
AEA__
I Officers,
Directors,
26-=-2_'7_31617
AMERICANENERGYALLIANCE
Trustees, Key Employees, and Highest Compensated
Employees.
Use Schedule
Paqe2
For each 1nd1v1dualwhose compensation must be reported 1nSchedule J, report compensation from the organization on row (1)and from related orgarnzat1ons, described 1nthe 1nstruct1oris, on row
Do not list any 1nd1v1dualsthat are not listed on Form 990, Part VII
(A) Name
(i)
THOMASPYLE
(ii)
14 859.
188.761.
(iii) Other
compensation
0.
0.
35.000.
(D)
Nontaxable
benefits
(C)
Deferred
compensation
o.
o.
0.
1. 010.
15.263.
(E)
Total of columns
(8)(1)-(D)
15.869.
239 024.
(F)
Compensation
reported 1nprior
Form 990 or
Form 990-EZ
0.
0.
(i)
(ii)
(i)
(iii
(i)
(ii)
(i)
(iii
(i)
(ii}
(i)
(iii
(i)
(ii)
(i)
(iii
(i)
(ii}
(i)
(ii)
(i)
(ii)
(i)
(iii
(i)
(iii
(i)
(ii}
(i)
liil
Schedule J (Form 990) 2008
832112 12-23-08
18
SCHEDULE 0
(Form 990)
Open to Public
Inspection
Employer identification
PART I,
LINE 1,
PART III,
number
26-2731617
FORM 990,
2008
FORM 990,
0MB No 1545-0047
LINE 1,
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,
LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions
832211
12-18-08
16191106
133855
AEA
2008.03000
19
AMERICAN ENERGY ALLIANCE
AEA__
SCHEDULE 0
(Form 990)
0MB No 1545-0047
2008
Open to Public
Inspection
Employer identification
THESE CONFLICTS.
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 IER TO DETERMINE THE COMPENSATION OF THE CEO IS BASED UPON
COMPARABLESALARIES 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
832211
12-18-08
16191106
133855
AEA
2008.03000
20
AMERICAN ENERGY ALLIANCE
AEA__
SCHEDULE 0
(Form 990)
0MB No 1545-0047
2008
Open to Public
Inspection
Employer identification
number
26-2731617
FROM COMPARABLE
THE RECOMMENDED
FORM 990,
PART VI,
MAKES AVAILABLE ITS FORM 990 AND ALL OTHER DOCUMENTSREQUIRED 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,
PART V
LINE 2A
FOR
LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions
832211
12-18-08
16191106
133855
AEA
2008.03000
21
AMERICAN ENERGY ALLIANCE
AEA__
SCHEDULE 0
(Form 990)
0MB No 1545-0047
2008
Open to Public
Inspection
Employer identification
number
26-2731617
AS SUCH IER FILES ALL PAYROLL TAX RETURNS, INCLUDING FEDERAL FORM
W-2'S.
PART XI
LINE 2A
THE
BE ANSWERED
LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions
832211
12-18-08
16191106
133855
AEA
2008.03000
22
AMERICAN ENERGY ALLIANCE
AEA__
SCHEDULER
(Form 990)
0MB No 1545-0047
Internal Re_y_e_rn..1~erv1c~
2008
Op.en to Public
Inspection
Employer identification number
26-2731617'
(B)
Part II
Primary act1v1ty
(D)
(E)
Total income
End-of-year assets
(F)
Direct controlling
entity
foreign country)
(C)
(B)
Pnmary act1v1ty
Legal dom1c1le(state or
foreign country)
EDUCATIONAL
(D)
(E)
(F)
Exempt Code
section
Public charity
status (1fsection
501 (c)(3))
Direct controlling
entity
LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
832161
12-23-08
(C)
Legal domicile (state or
23
509/Al/21
NA
Transactions
AMERICAN
ENERGY
2 6-2 7 3161 7
ALLIANCE
Note. Complete line 1 1fany entity 1slisted 1nParts II, Ill, or IV.
1
in
Yes
any of the following transactions with one or more related organizations listed
in
1a
1b
1c
1d
1e
X
X
X
X
X
1Q
h Exchange of assets
1h
1i
1k
11
1m
1n
1o
10
1a
If th
,f the ab
"Y
X
X
X
1i
X
X
X
X
1f
X
X
X
X
X
X
1r
his I
lud
(A)
hreshold
(B)
Transaction
tvoe (a-rl
No
Parts II-IV?
a Receipt of (i) interest (ii) annu1t1es(iii) royalties (iv) rent from a controlled entity
Page 3
(C)
Amount involved
111 INSTITUTE
FOR
ENERGY
RESEARCH
34.798.
121INSTITUTE
FOR
ENERGY
RESEARCH
13,438.
!~INSTITUTE
FOR
ENERGY
RESEARCH
(OFFICE
SPACE
WAS
DONATED
IN
2008)
0.
141
15)
161
832163 12-23-08
24
26-2731617
FORM 990
STATEMENT
STATES
AL,AK,AZ,CA,CO,CT,FL,GA,AR,HI,IL,KS,KY,ME,MD,MA,MN,MS,MO,NJ,NY,NC,ND,0H,0K
OR,PA,RI,SC,TN,UT,VA,WA,WV,WI
16191106
133855
AEA
2008.03000
25
STATEMENT(S) 1
AMERICAN ENERGY ALLIANCE
AEA__
l
26-2731617
F@RM 8688
STATEMENT
EXPLANATION
THE ANNUAL AUDIT OF THE ORGANIZATION IS IN PROGRESS AND IS NOT YET
COMPLETED. ACCORDINGLY, ADDITIONAL TIME IS NECESSARY TO COMPLETE THE
AUDIT AND TO GATHER INFORMATION NECESSARY TO FILE A COMPLETE AND
ACCURATE RETURN AND TO COMPLY WITH THE NEW FORM 990 REQUIREMENTS,
INCLUDING REVIEW OF THE FORM 990 BY MEMBERSOF THE BOARD PRIOR TO FILING
16191106
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AEA
2008.03000
27
STATEMENT(S) 2
l
AMERICAN ENERGY ALLIANCE
AEA__
..
Page 2
FormB868(Rev. 4-2008)
If you are fifing for an Additional (Not Automatic)
........... 00
3-Month
Note. Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868.
If you .i.re filing for an Automatic 3-Month Extension, comolete onlv Part I (on oaoe 1).
Additional (Not Automatic) 3-Month Extension of Time. You must file orio1nal and one copy.
I Part II
Employer identification
Type or
print
F,10
by
tho
extended
due dale for
filing the
26-2731617
For IRS use only
Number, street, and room or suite no. If a P.O. box, see instructions.
retum Seo
1nstruc11ons
NW
number
NO. 825
City, town or post office, state, and ZIP code For a foreign address, see instructions.
WASHINGTIN. DC
20005
Check type of return to be filed (File a separate application for each return):
[x]
Form 990
Form 990-BL
Form 990-EZ
Form 990-PF
0Form8870
Form5227
Form4720
$TOPI Do not complete Part II if you were not already granted an automatic 3-month extension
Form 1041-A
Form6069
Telephone No . ...,_
If the organization does not have an office or place of business 1nthe United States, check this box
If this is for a Group Return, enter the organization's four d1g1tGroup Exemption Number (GEN)
box
D . If ,tis
5
6
SEEin
8a
2 0 0 8 , or other
extension
...,_
2 0 0 9.
, and ending
LJ Final return
D
-,5e..e..A+f:A-cJhE)> \ '5TftTu:WN,}'T"
D
Initial return
8a
8b
8c
If this application Is for Form 990-PF, 990-T, 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
oreviouslv with Form 8868
.
Change 1naccounting period
if this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits. See 1nstruct1ons.
and attach a 11stwith the names and EINs of all members the extension is for.
NOVEMBER 15
Balance Due. Subtract line 8b from line Ba. Include your payment with this form, or, ii required, deposit
with FTD coupon or 1freQuired bv usina EFTPS (Electronic Federal Tax Pavment Svstem). See instructions.
NIA
S1 nature
Form8868 (Rev.4-2008)
823832
01-21-09
16230814
133855
AEA
2008.03000
AEA__