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990

Form

Return of Organization

A For the 2008 calendar year, or tax year beginning


Check 1f
applicable

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.

Investment income (Part VIII, column (A), hnes 3, 4, ar d 7 ~\


'-'="""""' ~
Other revenue (Part VIII, column (A), hnes 5, 6d, Be, 9c, 10c,
Total revenue add hnes 8 throuah 11 (must eaual Part VIII, column !Al, line 12)
Grants and similar amounts paid (Part IX, column (A), hnes 1-3)
Benefits paid to or for members (Part IX, column (A), hne 4)
Salaries, other compensation, employee benefits (Part IX, column (A), Imes 5-10)
Professional fundra1s1ngfees (Part IX, column (A), hne 11e)

OO@EN, UT

z~

21
22

I Part

Total assets (Part X, hne 16)


Total hab1ht1es
(Part X, hne 26)
Net assets or fund balances Subtract hne 21 from line 20

;~:5k.~-'"""
,.,_

078.

740.

1
1
Beainnina of Year

(l)C::,

816

34

(/) C:

-:;;c:

0.
Current Year
1 816
078.

0~

<t-c

b Total fundra1s1ngexpenses (Part IX, column (D), hne 25)


~ ----=2'--'''-0=-=8-=3~.
17 Other expenses (Part IX, column (A), hnes 11a-11d, 11f24f)
18 Total expenses. Add hnes 1317 (must equal Part IX, column (A), line 25)
19 Revenue less expenses Subtract hne 18 from hne 12

"5l~20

AEA

1---"'3-+---------~3

b Net unrelated business taxable income from Form 99 T hnR.Fr..FI\/Fn


"tj"

No

ALLIANCE

EDUCATIONAL
ADVOCACY
AND GRASSROOTS
ORGANIZATION.
1fthe organization discontinued its operations or disposed of more than 25% of its assets

[x]

I L Yearof formation: 2 0 0 81 M Stateof leoaldom1c1le:DC

Briefly describe the organization's m1ss1onor most s1gnif1cantact1v1t1esTHE

0)

078

Hlcl Grouo exemot1on number

Contributions and grants (Part VIII, hne 1h)


Program service revenue (Part VIII, hne 2g)

816

H(a) Is this a group return


for affiliates?
0Yes

---1

H(b) Are all affiliatesincluded?


Yes
No
If "No," attach a list (see 1nstruct1ons)

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

Department of the Treasury


Internal Revenue ServlCfl

0MB No 1545-0047

Exempt From Income Tax

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...
,..

-"""

t>ff~ftti'
~J:y_,:--'..,....'----...:::~
rJi
11

- - .. .,..

Mtr

Typeor print nameand fflle

--~

-~-~

'J': (J.:

~,~"""

'I"

C)Olr'I
'

IDatel1hol-z.oaci
a;_ .. <

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

Form 990 (2008)

Form990(2008)

IPart Ill IStatement


1

AMERICAN ENERGY ALLIANCE


of Program Service Accomplishments

26-2731617

Page2

(see 1nstruct1ons)

Bnefly describe the organization's m1ss1on SEE SCHEDULE O FOR CONTINUATION


AEA IS AN EDUCATIONAL ADVOCACYAND GRASSROOTS ORGANIZATION. AEA IS A
&UBSIDIARY 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
Did the organization undertake any s1gmf1cantprogram services dunng the year which were not listed on
the pnor Form 990 or 990-EZ?

Dves

00No

Dves

00No

If "Yes", descnbe these new services on Schedule 0


3

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

including grants of$

)(Revenue$

RESEARCH: AEA CONDUCTS RESEARCH ON ENERGY AND ENVIRONMENTAL POLICY AND


DEVELOPS POLICY POSITIONS FOR THE PURPOSES OF EDUCATING POLICY MAKERS,
CITIZENS,
THE MEDIA AND OTHER CONSTITUENCIES.

4d

Other program services (Describe 1nSchedule O)


(Expenses$

4e

1nclud1nggrants of$

Total program service expenses .... $

1 , 6 41 , 3 9 6 .

) (Revenue$
(Must equal Part IX, Lme 25, column (BJ)

Form 990 (2008)


832002
12-18-08

15461110

133855

AEA

2008.03000

AMERICAN ENERGY ALLIANCE

AEA__

. .,

AMERICAN ENERGY ALLIANCE

Form 99012ooai

I Part

IV I Checklist of Required Schedules

26-2731617

Paqe3
Yes

No

Is the orgarn~at1ondescribed 1nsection 501 (c)(3) or 494 7(a)(1) (other than a private foundation)?

If "Yf;S, complete Schedule A


2

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

Did the organization engage 1ndirect or indirect political campaign act1v1t1eson behalf of or 1noppos1t1on to candidates for

Section 501(c)(3) organizations.

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

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


Did the organization engage 1nlobbying act1vrt1es?If "Yes," complete Schedule C, Part II

3
4

N/A

Is the organization subJect to the section 6033(e) notice and

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

If "Yes," complete Schedule D, Parts VI, VII, Vlll, IX, or X as applicable


12
13

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

If "Yes," complete Schedule E


Is the organization a school as described 1nsection 170(b)(1)(A)(11)?

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---+---+--

Did the organization engage 1nan excess benefit transaction with a

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

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

AMERICAN ENERGY ALLIANCE

AEA__

Form 990 !2008l

I Part

AMERICAN ENERGY ALLIANCE

IV I Checklist of Required Schedules

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

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


If "Yes," complete Schedule N, Part I

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

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, IV, and V, /me 1
35

Is any related organization a controlled entity w1th1nthe meaning of section 512(b)(13)?

36

Section 501(c)(3) organizations.

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

35

36

NI

Did the organization make any transfers to an exempt non-charitable related organization?

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


37

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__

'

AMERICAN ENERGY ALLIANCE

Form 990 (2008)

I Part VI

26-2731617

Page5

Statements Regarding Other IRS Filings and Tax Compliance


Yes

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

(gambling) winnings to prize winners?

1c

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

filed for the calendar year ending with or w1th1nthe year covered by this return
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

Organizations that may receive deductible contributions under section 170(c).


a Did the organization provide goods or services 1nexchange for any quid pro quo contnbut1on of more than $75?

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

d If "Yes," 1nd1catethe number of Forms 8282 filed dunng the year


e Did the organization, dunng the year, receive any funds, directly or 1nd1rectly,to pay premiums on a personal
benefit contract?
f

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

Section 501(c)(3) and other sponsoring


supporting organizations.

organizations

maintaining donor advised funds and section 509(a)(3)

Did the supporting organization, or a fund maintained by a sponsoring organization, have

excess business holdings at any time dunng the year?


9

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

Section 501(c)(7) organizations.

Enter.

9b

N/ A

I 1oa I

a lrnt1at1onfees 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 fac11it1es
11

Section 501(c)(12) organizations.

Enter

10b

N/ A

a Gross income from members or shareholders

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

----

AMERICAN ENERGY ALLIANCE

200a

Part VI Governance, Management, and Disclosure

(Sections A, B, and

c request

26-2731617

Pa e6
mforrnat1on about policies not reqwred by the

Internal Revenue Code.)

s ect1on AG

overmna B o d1van dM anaaemen t


Yes

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

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


b Enter the number of voting members that are independent

1b
Did any officer, director, trustee, or key employee have a family relat1onsh1por a business relat1onsh1pwith any other

4
2
2

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

Did the organization make any s1gnif1cantchanges to its organizational documents since the prior Form 990 was filed?

X
X
X
X

officer, director, trustee, or key employee?


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

3
4
5

Did the organization become aware during the year of a material d1vers1onof the organization's assets?

Does the organization have members or stockholders?

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

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


9a Does the organization have local chapters, branches, or affiliates?

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

Does the organization have a written wh1stleblower policy?

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

a The organization's CEO, Executive Director, or top management official?

15a

b Other officers or key employees of the organization?


Describe the process 1nSchedule 0. (see instructions)

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,,-___

THE ORGANIZATION - 202-621-2940


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

20005

832006
12-18-08

Form990 (2008)

11061110

133855

AEA

2008.03000

AMERICAN ENERGY ALLIANCE

AEA__

Form990

AMERICAN ENERGY ALLIANCE

2008

26-2731617

Pae

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

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

~~

&

Form 990 (2008)

12-18-08

11061110

133855

AEA

2008.03000

AMERICAN ENERGY ALLIANCE

AEA__

VII I Section

A.

Officers

Directors. Trustees

(A)
Name and title

Kev Emolovees

(B)
Average
hours
per
week

and Hii:ihest Compensated


(C)

(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

Emolo\ ees (continued)


(E)

Pos1t1on
(check all that apply)

"@
.,,

26-2731617

AMERICAN ENERGY ALLIANCE

Form 990 (2008)

IPart

Did any person listed on line 1 a receive or accrue compensation from any unrelated organization for services rendered to

the oraanizat1on? If "Yes "comolete Schedule J for such oerson


Section B. Independent Contractors

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

CROSSROADS MEDIA, 66 CANAL CENTER PLAZA,


SUITE 555. ALEXANDRIA. VA 22314

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

e Government grants (contnbut1ons)

1e

~;

_6.c

C: "C
0 C:

O ru

(C)
Unrelated
business
revenue

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

All other contnbut1ons,gifts, grants, and


s1m1lar
amounts not included above

: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

AMERICAN ENERGY ALLIANCE

Form 990 (2008)

I Part

1816078.

1f

Noncash contnbut1ons included in lines 1a-1f $

....1

h Total. Add hnes 1a-1f

816 078.

Business Code
Cl)

2a

-~Cl)
Cl):,

enc:

E~

coCl)

...

a,a::
0
Cl.

All other program service revenue


~

a Total. Add hnes 2a-2f


Investment income (1nclud1ngd1v1dends, interest, and

other s1m1laramounts)
4

Income from investment of tax-exempt bond proceeds

Royalties

6a

....
....

....

(1)Real

(11)Personal

(I) Secunt1es

(11)Other

Gross Rents

b Less. rental expenses


C

Rental income or (loss)

....

d Net rental income or (loss)


7a

Gross amount from sales of


assets other than inventory

b Less cost or other basis


and sales expenses
C

Gain or (loss)

....

d Net gain or (loss)


8 a Gross income from fundra1s1ng events (not
1nclud1ng$
of

Cl)

:I
C:

Cl)

>
Cl)

contnbut1ons reported on hne 1c) See

cc

...

Part IV, hne 18

..
Cl)

J:

b Less direct expenses

....

Net income or (loss) from fundra1s1ng events

9 a Gross income from gaming act1v1t1es.See


Part IV, hne 19

b Less. direct expenses


C

....

Net income or (loss) from gaming act1v1t1es

10 a Gross sales of inventory, less returns


and allowances

b Less cost of goods sold


C

....

Net income or /loss\ from sales of inventorv


Miscellaneous Revenue

Business Code

11 a
b
C

d All other revenue


e Total. Add lines 11 a-11d
12

Total Revenue.Add

lines 1h 2a. 3 4

6d 7d Be ec 10c and 11e

832009
02-02-09

....
....1

816 078 .
Form990 (2008)

16191106

133855

AEA

2008.03000

AMERICAN ENERGY ALLIANCE

AEA__

2 6 - 2 7 3161 7

AMERICAN ENERGY ALLIANCE

Form 990 2008

10

Pa e

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 (0).
(A)
(B)
(C)
JD)
Do not include amounts reported on lines 6b,
Total expenses
Program service
Fun ra1s1ng
Management and
7b, Sb, 9b, and 10b of Part VIII.
expenses
c;:ieneralexpenses
exoenses
Grantsand other assistanceto governments and

orgarnzatmnsm the U.S.See Part IV, line 21


Grants and other assistance to md1v1duals m

the U S. See Part IV, line 22


Grants and other assistance to governments,

organizations, and 1nd1v1dualsoutside the U S


See Part IV, lines 15 and 16
4

Benefits paid to or for members

Compensation of current officers, directors,


trustees, and key employees

18,123.

15 873.

13,220.

13.220.

1.566.

684.

Compensationnot included above, to d1squallf1ed

persons (as defmed under section 4958(1)(1)) and


persons described m section 4958(c)(3)(8)
7

Other salaries and wages

Pensionplan contributions (include section 401(k)

Other employee benefits

and section 403(b) employer contributions)


10

Payroll taxes

11

Fees for services (non-employees)

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

Investment management fees

103.895.
1 485.239.
3,084.

g Other
12

Advert1s1ng and promotion

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.

Payments of travel or entertainment expenses

18

for any federal, state, or local public officials


Conferences, conventions, and meetings

19
20

Interest

21

Payments to affiliates

22
23

Deprec1at1on,depletion, and amort1zat1on

24

Other expenses.Itemizeexpensesnot covered


above. (Expensesgrouped together and labeled
miscellaneousmay not exceed5% of total
expensesshown on lme 25 below.)

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

All other expenses


Total functional exoenses. Add Imes 1 throuah 241
Joint Costs. Check here ~

1 240.
1,675,617.

1.641.396.

65.
2 083.

1 175.
32.138.

1ffollowmg

SOP98-2. Completethis lme only 1fthe organization


reported m column (B) Jomtcosts from a combined
educationalcamoaianand fundra1smasolic1tat1on
832010

Form

12-18-08

16191106

133855

AEA

2008.03000

10
AMERICAN ENERGY ALLIANCE

990

AEA__

(2008)

AMERICAN ENERGY ALLIANCE

Form 990 12008)

I Part

I Balance

26-2731617
(A)
Begmnrng of year
1

Savings and temporary cash investments

Pledges and grants receivable, net

Accounts receivable, net

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


employees, or other related parties. Complete Part II of Schedule L

179 590 .

4
5

11

(B)
End of year

1 . Cash non-interest-bearing
2

Paqe

Sheet

Receivables from other d1squahf1edpersons (as defined under section


4958(f)(1)) and persons described 1nsection 4958(c)(3)(8) Complete

UI

QI

UI
UI

<

Part II of Schedule L

Notes and loans receivable, net

Inventories for sale or use

Prepaid expenses and deferred charges

10a Land, bu1ld1ngs,and equipment. cost basis


b Less: accumulated deprec1at1on Complete
Part VI of Schedule D

10a

19.850.

10b

1.103.

Investments publicly traded securities

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, hne 11

16

Total assets. Add hnes 1 throuah 15 !must eaual line 34)

17

Accounts payable and accrued expenses

18

Grants payable

18

19

Deferred revenue

19

15

0.

16
17

20

Tax-exempt bond hab1ht1es

20

UI

21

Escrow account hab1hty Complete Part IV of Schedule D

21

22

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

QI

:c
CQ

of Schedule L

22

23

Secured mortgages and notes payable to unrelated third parties

23

24

Unsecured notes and loans payable

24

25

Other hab1ht1esComplete Part X of Schedule D

26

Total liabilities. Add hnes 17 throuah 25

C:

27

iii

28

Temporarily restricted net assets

"CJ
C:
::,

29

UI
QI

cc

...
0

QI

UI
UI

<
QI
z

[xJ

26

58 929.

27

139 908.

and complete

28

Permanently restricted net assets

29

Organizations that do not follow SFAS 117, check here

LL.
UI

25

0.

Organizations that follow SFAS 117, check here ~


lines 27 through 29, and lines 33 and 34.
Unrestricted net assets

CQ

500.
198 837.
58 929.

highest compensated employees, and d1squahf1edpersons. Complete Part II

:J

18 747.

10c

11

Dand

complete lines 30 through 34.


30

Capital stock or trust principal, or current funds

31

Paid-in or capital surplus, or land, building, or equipment fund

31

32

Retained earnings, endowment, accumulated income, or other funds

32

33

Total net assets or fund balances

34

Total hab1ht1esand net assets/fund balances

I Part

XI I Financial Statements

30

0.
0.

33
34

139.908.
198.837.

and Reporting
Yes

[xJ Accrual D Other


Dcash
Were the organrzat1on's financial statements compiled or reviewed by an independent accountant?

No

Accounting method used to prepare the Form 990

1
2a

b Were the organrzat1on's financial statements audited by an independent accountant?


C

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

Form 990 or 990-EZ 2008

AMERI CAN ENERGY ALLIANCE

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

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


or referendum, through the use of
a Volunteers?
b Paid staff or management (include compensation 1nexpenses reported on hnes 1c through 11)?
c Media advertisements?
d Ma1hngsto members, legislators, or the pubhc?
e Pubhcat1ons, or pubhshed or broadcast statements?
f Grants to other organizations for lobbying purposes?

g Direct contact with legislators, their staffs, government off1c1als,or a leg1slat1vebody?


h Ralhes, demonstrations, seminars, conventions, speeches, lectures, or any other means?
i Other act1v1t1es?If "Yes," describe 1nPart IV
j Total hnes 1c through 11

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

Dues, assessments and similar amounts from members

Section 162(e) non-deductible lobbying and poht1cal expenditures (do not include amounts of political

expenses for which the section 527(f) tax was paid).


a Current year

2a

b Carryover from last year


c Total

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

expenditure next year?


Taxable amount of lobbying and poht1cal expenditures (hne 2c total minus 3 and 4)

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

Schedule C (Form 990 or 990-EZ) 2008


832043

12-18-08

16191106

133855

AEA

2008.03000

15
AMERICAN ENERGY ALLIANCE

AEA__

ScheduleD

Form990 2008

Part III
3

AMERICAN ENERGY ALLIANCE

Or anizations Maintainin

26-2731617

Collections of Art Historical Treasures

or Other Similar Assets

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

Loan or exchange programs


Other ______________________

Preservation for future generations

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

Trust, Escrow and Custodial Arrangements.

Yes

No

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
c Beginning balance

1c

d Add1t1onsduring the year

1d

e D1stribut1onsduring the year

1e

1f

Ending balance

2a D1dthe organization include an amount on Form 990, Part X, line 21?

0Yes

0No

b If "Yes " exola1n the arranaement in Part XIV


Part V Endowment Funds. Complete 1forganization answered "Yes" to Form 990, Part IV, line 10.

(al Current vear

(bl Prior vear

(cl Two years back (dl Threeyears back (el Fouryearsback

1a Beginning of year balance


b Contributions
C

Investment earnings or losses

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

Adm1nistrat1veexpenses

g End of year balance


2

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

(i) unrelated organizations

3ahl

(ii) related organizations

3aliil

b If "Yes" to 3a(u), are the related organizations listed as required on Schedule R?

3b

Descri b e 1nPart XIV t he 1ntend ed uses of the oraanizat1on s end owment f un d s


I Part VI Investments - Land, Buildings, and Equipment. See Form 990, Part

Description of investment

(a) Cost or other


basis (investment)

No

x. line

10.

(b) Cost or other


basis (other)

(c) Deprec1at1on

19.850.

1.103.

(d) Book value

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.

Schedule D (Form 990) 2008

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

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


Compensated Employees
~ Attach to Form 990. To be completed by organizations that
answered "Yes" to Form 990, Part IV, line 23.

Departmenl of the Treasury


Internal Reven,.ueService

Open to Public
Inspection
Employer identification

Name of the organization

Part I

AMERICAN ENERGY ALLIANCE

number

26-2731617

Questions Regarding Compensation


Yes

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

Written employment contract

[xJ
[xJ

Approval by the board or compensation committee

Compensation survey or study

During the year, did any person listed 1nForm 990, Part VII, Section A, line 1a

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

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

must complete lines 5-8.

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

b Any related organization?

5b

X
X

If "Yes," to line 5a or 5b, describe 1nPart Ill


6

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

b Any related organization?

6b

X
X

If "Yes" to line 6a or 6b, describe 1nPart Ill.


7

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

not described m lines 5 and 6? If "Yes," describe m Part Ill


1nit1alcontract exceot1on described m Reas. section 53 4958-4(a)(3)? If "Yes " describe

in

Part Ill

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

Schedule J (Form 990) 2008

832111
12-23-08

16191106

133855

AEA

2008.03000

17
AMERICAN ENERGY ALLIANCE

AEA__

Schedule J (Form 990) 2008


Part II

I Officers,

Directors,

26-=-2_'7_31617

AMERICANENERGYALLIANCE
Trustees, Key Employees, and Highest Compensated

Employees.

Use Schedule

Paqe2

J 1 1fadd1t1onal space 1sneeded

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

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 W-2 and/or 1099-MISC compensation
(i) Base
compensation

(A) Name

(i)

THOMASPYLE

(ii)

14 859.
188.761.

(ii) Bonus &


1ncent1ve
compensation

(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

Supplemental Information to Form 990

(Form 990)

Open to Public
Inspection
Employer identification

Name of th,e organization

PART I,

LINE 1,

DESCRIPTION OF ORGANIZATION MISSION:

IS A SUBSIDIARY OF THE INSTITUTE

PART III,

number

26-2731617

AMERICAN ENERGY ALLIANCE

FORM 990,

2008

Attach to Form 990. To be completed by organizations to provide


additional information for responses to specific questions for the
Form 990 or to provide any additional information.

Department of the Treasury


Internal Revenue Service

FORM 990,

0MB No 1545-0047

LINE 1,

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 A, LINE 10:

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 IN WHICH


THE BOARD OF DIRECTORS,
A CONFLICT OF INTEREST.

IN ITS SOLE DISCRETION,

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) 2008

832211
12-18-08

16191106

133855

AEA

2008.03000

19
AMERICAN ENERGY ALLIANCE

AEA__

SCHEDULE 0

Supplemental Information to Form 990

(Form 990)

0MB No 1545-0047

2008

Attach to Form 990. To be completed by organizations to provide


additional information for responses to specific questions for the
Form 990 or to provide any additional information.

Department of the Treasury


Internal Revenue Service

Open to Public
Inspection
Employer identification

Name of th,e organization

THESE CONFLICTS.

number

26-2731617

AMERICAN ENERGY ALLIANCE


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 IER TO DETERMINE THE COMPENSATION OF THE CEO IS BASED UPON
COMPARABLESALARIES 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) 2008

832211
12-18-08

16191106

133855

AEA

2008.03000

20
AMERICAN ENERGY ALLIANCE

AEA__

SCHEDULE 0

Supplemental Information to Form 990

(Form 990)

0MB No 1545-0047

2008

Attach to Form 990. To be completed by organizations to provide


additional information for responses to specific questions for the
Form 990 or to provide any additional information.

Department of the Treasury


Internal Revenue Servtce'"

Open to Public
Inspection
Employer identification

Name of th~ organization

number

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 MANAGERSIN THE NONPROFIT SECTOR USING FORM 990'S
ORGANIZATIONS AS WELL AS PUBLISHED SALARY REPORTS.

FROM COMPARABLE

THE RECOMMENDED

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


FOR THEIR APPROVAL.

COPIES OF THE SALARY INFORMATION USED IN DETERMINING THE SALARY LEVELS


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

FORM 990,

PART VI,

SECTION C, LINE 19:

THE ORGANIZATION, UPON REQUEST,

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

FINANCIAL STATEMENTS AND ANY POLICY DOCUMENTS

ARE PROVIDED TO INTERESTED PARTIES,

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,

PART V

WHETHER TO RELEASE THESE DOCUMENTSTO AN OUTSIDE PARTY.

LINE 2A

FORM W-2 FILING


THE AMERICAN ENERGY ALLIANCE SHARES EMPLOYEES WITH THE INSTITUTE
ENERGY RESEARCH (IER}

FOR

AND REIMBURSES IER FOR SALARIES AND RELATED COSTS

ALLOCATED TO THE ORGANIZATION.

ALL EMPLOYEES ARE EMPLOYEES OF IER AND

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions

for Form 990.

Schedule O (Form 990) 2008

832211
12-18-08

16191106

133855

AEA

2008.03000

21
AMERICAN ENERGY ALLIANCE

AEA__

SCHEDULE 0

Supplemental Information to Form 990

(Form 990)

0MB No 1545-0047

2008

Attach to Form 990. To be completed by organizations to provide


additional information for responses to specific questions for the
Form 990 or to provide any additional information.

Department of the Treasury


Internal Revenue Service

Open to Public
Inspection

Name of ttie organization

Employer identification

AMERICAN ENERGY ALLIANCE

number

26-2731617

AS SUCH IER FILES ALL PAYROLL TAX RETURNS, INCLUDING FEDERAL FORM
W-2'S.

PART XI

LINE 2A

AUDIT OF THE FINANCIAL STATEMENTS


THE FINANCIAL STATEMENTS OF THE AMERICAN ENERGY ALLIANCE ARE AUDITED
EACH YEAR ON A CONSOLIDATED BASIS WITH THE FINANCIAL STATEMENTS OF THE
INSTITUTE

FOR ENERGY RESEARCH.

ACCOUNTING RULES REQUIRE THE

CONSOLIDATION OF THE TWO ENTITIES

FOR FINANCIAL REPORTING PURPOSES

BECAUSE OF THE EXISTENCE OF CONTROL AND ECONOMIC INTEREST.


INSTRUCTIONS FOR THE FORM 990 REQUIRE THAT QUESTION 2(B)

THE

BE ANSWERED

"NO" WHEN A REPORTING NONPROFIT HAS AN ANNUAL AUDIT CONDUCTEDAS PART


OF AN AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS THE REPORTING
ORGANIZATION AND THE OTHER CONSOLIDATED ENTITIES.

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions

for Form 990.

Schedule O (Form 990) 2008

832211
12-18-08

16191106

133855

AEA

2008.03000

22
AMERICAN ENERGY ALLIANCE

AEA__

SCHEDULER
(Form 990)

0MB No 1545-0047

Related Organizations and Unrelated Partnerships


1111-Attach to Form 990. To be completed by organizations that answered "Yes" to Form 990, Part IV, lines 33, 34, 35, 36, or 37.
See separate instructions.

Department of the Treasury

Internal Re_y_e_rn..1~erv1c~

Name of the organization

2008
Op.en to Public
Inspection
Employer identification number

26-2731617'

AMERICAN ENERGY ALLIANCE


Part I

Identification of Disregarded Entities


(A)

(B)

Name, address, and EIN


of disregarded entity

Part II

Primary act1v1ty

(D)

(E)

Total income

End-of-year assets

(F)
Direct controlling
entity

foreign country)

Identification of Related Tax-Exempt Organizations


(A)
Name, address, and EIN
of related organization

INSTITUTE FOR ENERGYRESEARCH- 76-0149778


110 0 H STREET NW SUITE 400
WASHINGTONDC 20005

(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

DISTRICT OF COLUMBIA 50l(Cl(31

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

Schedule R (Form 990) 2008

Schedule R (Form 990) 200a


Part V

Transactions

AMERICAN

ENERGY

2 6-2 7 3161 7

ALLIANCE

With Related Organizations

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

During the tax year, did the organization engage

in

Yes

any of the following transactions with one or more related organizations listed

in

1a

b Gift, grant, or capital contribution to other orgarnzat1on(s)

1b

c Gift, grant, or capital contribution from other orgarnzat1on(s)

1c

d Loans or loan guarantees to or for other orgarnzat1on(s)

1d

e Loans or loan guarantees by other orgarnzat1on(s)

1e

Sale of assets to other orgarnzat1on(s)

X
X
X
X
X

1Q

h Exchange of assets

1h

Lease of fac11it1es,equipment, or other assets to other orgarnzat1on(s)

1i

Lease of fac11it1es,equipment, or other assets from other orgarnzat1on(s)

1k

Performance of services or membership or fundra1s1ngsolic1tat1ons by other orgarnzat1on(s)

11

m Sharing of fac11it1es,equipment, ma1l1nglists, or other assets

1m

n Sharing of paid employees

1n

o Reimbursement paid to other organization for expenses

1o

p Reimbursement paid by other organization for expenses

10

q Other transfer of cash or property to other orgarnzat1on(s)

1a

Other transfer of cash or orooertv from other oraarnzat1on(s)

If th

,f the ab

"Y

X
X
X

1i

k Performance of services or membership or fundra1smg solic1tat1onsfor other orgarnzat1on(s)

X
X
X
X

1f

g Purchase of assets from other orgarnzat1on(s)


i

X
X
X
X
X
X

1r

his I

lud

(A)

hreshold

(B)
Transaction
tvoe (a-rl

Name of other orgarnzat1on(s)

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

Schedule R (Form 990) 2008

26-2731617

. AMERICAN ENERGY ALLIANCE


LIST

FORM 990

OF STATES RECEIVING COPY OF RETURN


PART VI, LINE 17

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

.. AMERICAN ENERGY ALLIANCE


EXPLANATION FOR EXTENSION

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

133855

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

Extension, complete only Part II and check this box

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

Name of Exempt Organization

Type or
print

~MF.RICAN ENERGY ALLIANCE

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.

655 15TH STREET.

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

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


Form 990-T (trust other than above)

0Form8870

Form5227

Form4720

$TOPI Do not complete Part II if you were not already granted an automatic 3-month extension

Form 1041-A

Form6069

on a previously filed Form 8868.

The books are in the care of ...,_


FAX No ...... _____________

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

for part of the group. check this box ...,_

I request an additional 3-month extension of time until

5
6

For calendar year

SEEin

8a

2 0 0 8 , or other

tax year beginning

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.

. If this is for the whole group, check this

and attach a 11stwith the names and EINs of all members the extension is for.

NOVEMBER 15

If this tax year 1sfor less than 12 months, check reason:


SIDAW~iliN/iedlhe

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

AMERICAN ENERGY ALLIANCE

AEA__

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