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-------

990

'Form

A For the 2010 calendar year, or tax year beginning

,r

DAddress

AMERICAN

change

D Employer

Doing Business As

01nit1al
return

Number and street (or PO box 1fma1l1snot delivered to street address)

orermmated

1100

OAmended

STREET,

501(c)(3)

00

..
C

Trust

for affiliates?
H(b) Are all affiliates included?

)"'411
(insert no)

4947(a)(1) or D

527

.ORG

202-621-2940
2,659,229.

Gross receipts$

H(a) Is this a group return


PYLE

Assoc1at1on

Summary

rs

ALLIANCE

ENERGY

ORGANIZATION.

AEA

>

Number of voting members of the governing body (Part VI, line 1a)

o(I

Number of independent voting members of the governing body (Part VI, line 1b)

4
5

1fthe organ1zat1on discontinued

Its operations or disposed of more than 25% of 1ts net assets

1/1
QI

Total number of ind1v1duals employed 1n calendar year 2010 (Part V, line 2a)

;;

Total number of volunteers (estimate 1f necessary)

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

:;::
:;::

<
-t QI
):"S
<'.QI

6
7b

Contributions and grants (Part VIII, line 1 h)

9
11

Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 1Oc, and 11 e)

.-,

12

Total revenue add lines 8 throuoh 11 (must equal Part VIII, column (Al, line 12)

Fu']

13

Grants and s1m1laramounts paid (Part IX, column (A), lines 1-3)

~ 14

~en 15
~

Benefits paid to or for members (Part IX, column (A), line 4)


Salaries, othercompensat1o~d

~,!

(Part IX,

IT""

~j

2,650,537.

(must equal Part

19

Revenue less expenses. Sul tr

20

Total assets (Part X, line 16)

21

Total l1ab1l1t1es
(Part X, line 26)

22

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

t-l10tl8

J(Y. !J

OG0f~U\L4-1__J/

'n>
Zu.

0.
193,869.
0.
826,059.
1,019,928.
1,639,301.

Beginning of Current Year

End of Year

1,947,678.
109,718.
1,837,960.

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

<l>CC

<t"O

0.
8,449.
243.
2,659,229.

o.

1,471,225.
1,666,864.
58,751.

, Jo1u~5lj~), line 25)

f[om line 12

o.

6 0, 0 4 6 .

(AlJ,jD11
1jLa-/11
~,/.J1ff
4IIQ
'
Ii 11

Total expenses. Add lines 1

"'C:

"'<O

R ~G{E(~)/llheID
e)

18
oa>
u
Q)~

-- /Part IX column (A), lines 510)

b Total fundra1s1ng expenses (Paj IX, column (D), line 25)!/

17 Othemp,nsos

~"'

'--

16a Professional fundra1sing fee~ (Part

Current Year

1,719,513.

1,251.
4 t 851.
1,725,615.
15,000.
0.
180,639.
0.

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

Jl/i

CJ

Prior Year
Program service revenue (Part VIII, line 2g)

.-,--41 10

4
4
0
0
0.
0.

7a

b Net unrelated business taxable income from Form 990T, line 34


8

No

H(c) Group exemption number ....

Check this box ....

0
C,

00No

Yes

IL Year of formation 2 0 0 81M State of leaal dom1c1leDC

Other ....

QI

0Yes

If 'No,' attach a list. (see instructions)

AMERICAN
Briefly describe the organ1zat1on's m1ss1onor most s1gn1f1cantact1v1t1es: THE
AN
EDUCATIONAL
ADVOCACY
GRASSROOTS
AND
(AEA}

u
C
ca

J Website: .... WWW


.AMERICANENERGYALLIANCE

QI

E Telephone number

400

501/c)(

K Form of oraanizat1on [X] Corporation D

I Part JI

IRoom/suite

NW

F Name and address of principal off1cerTHOMAS


AS
C ABOVE
SAME

I Tax-exempt status

number

26-2731617

City or town, state or country, and ZIP+ 4


WASHINGTON,
DC
20005

return

DAppllca
t1on
pending

identification

ALLIANCE

ENERGY

oName
change

tnspectiQII

and ending

C Name of organization

applicable

Of)en to Pllblic

.... The organ1zat1on may have to use a copy of this return to satisfy state reporting requirements.

Internal Revenue Service

Check

2010

Under section 501 (c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung
benefit trust or private foundation)

Department of the Treasury

0MB No 1545-0047

Return of Organization Exempt From Income Tax

I Part H ! Signature Block


Under penaltiesof periury, I declarethat I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, 1t1s
of reparer (other than officer) 1sbased on all information of which preparer has any knowledge

\\

Sign

Here

111...THOMAS
,.

Signature of officer

ROBERT

Date

Firm'sname

COCCHIARO

&

Use Only

Firm's address ....

211

UNION

NORTH

ALEXANDRIA,

ASSOC!
VA

cit:

,r

[XJ

PTIN

self-emplo)'!d

Firm's EIN
STREET,

SUITE

100

22314

May the IRS discuss this return with the preparer shown above? (see instructions}
SEE

Check

ll-R-1 /

COCCHIARO

Preparer

032001 02-22-11

2.11

PYLE,
PRESIDENT
Type or print name and title

Pnnt/Typepreparer's name
Paid

, ..

Date

LHA For Paperwork Reduction Act Notice, see the separate instructions.
SCHEDULE
O FOR
ORGANIZATION
MISSION
STATEMENT

Phoneno

703-519-1226
[X] Yes D
Form

CONTINUATIO~

No

990 (2010)

:$

Form 990 2010

Part

2 6 -2 7 316 1 7

AMERICAN ENERGY ALLIANCE

m Statement of Program Service Accomplishments

Page

Check 1fSchedule O contains a response to any question in this Part Ill


1

Bnefly descnbe the organization's m1ss1on:

AEA IS AN EDUCATIONAL ADVOCACYAND GRASSROOTS ORGANIZATION. AEA IS A


SUBSIDIARY OF THE INSTITUTE FOR ENERGY RESEARCH. AEA'S MISSION IS TO
ENLIST, EDUCATE, AND EMPOWERENERGY CONSUMERS TO ENCOURAGE
POLICYMAKERS TO SUPPORT POLICIES THAT LEAD TO ABUNDANT, AFFORDABLE AND
2

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

Dves

CKlNo

Dves

CKlNo

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


3

Did the organ1zat1oncease conducting, or make s1gn1ficantchanges in how 1tconducts, any program services?
If "Yes," describe these changes on Schedule 0.

Describe the exempt purpose achievements for each of the organ1zat1on'sthree largest program services by expenses.
Section 501 (c)(3) and 501 (c)(4) organ1zat1onsand section 4947(a)(1) trusts are required to report the amount of grants and
allocations to others, the total expenses, and revenue, 1fany, for each program service reported

4a

(Code.

) (Expenses$

364 , 2 9 3

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
UNDERSTANDINGOF ENERGY AND ENVIRONMENTALISSUES.

4b

(Code:

) (Expenses $

34 1 , 55 6

including grants of $

) (Revenue $ ______

ADVOCACY: AEA'S LEGISLATIVE AND PUBLIC POLICY ADVOCACYTAKE 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.
THROUGHA DEEPER UNDERSTANDING OF ENERGY AND ENVIRONMENTAL ISSUES, OUR
NATION'S CITIZENS WILL BE ABLE TO EFFECTIVELY PARTICIPATE IN THE
POLICY-MAKING PROCESS AT THE STATE AND NATIONAL LEVEL.
AEA IS A
NON-PARTISAN ISSUE ORGANIZATION THAT SUPPORTS AFFORDABLE, ABUNDANTAND
RELIABLE ENERGY FOR AMERICA'S CONSUMERSAND BUSINESSES.

) (Expenses $
15 8 , 9 6 4 including grants of$ _______
) (Revenue$ ------RESEARCH: AEA CONDUCTS RESEARCH ON ENERGY AND ENVIRONMENTALPOLICY AND
DEVELOPS POLICY POSITIONS FOR THE PURPOSES OF EDUCATING POLICY MAKERS,
CITIZENS, THE MEDIA AND OTHER CONSTITUENCIES.

4c

(Code

4d

Other program services. (Describe 1nSchedule 0.)

4e

Total program service expenses ~

(Expenses $

1, 062

including grants of $

) (Revenue$

865 , 875
Form 990 (2010)

032002
12-21-10

10001109

133855

AEA

2010.04050

AMERICAN ENERGY ALLIANCE

AEA

AMERICAN ENERGY ALLIANCE


P1;1rt
IVl Checklist of Required Schedules

Form 990 (2010)

26 - 2731617

Paae
Yes

No

Is the organ1zat1ondescribed in section 501 (c)(3) or 4947(a)(1) (other than a pnvate foundation)?
If "Yes," complete Schedule A

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

Did the organ1zat1onengage in direct or indirect pol1t1calcampaign act1v1t1eson behalf of or In oppos1t1on to candidates for

Section 501 (c)(3) organizations.

X
X
X

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


Did the organization engage 1nlobbying act1v1t1es,or have a section 501 (h) election in effect

during the tax year? If "Yes," complete Schedule C, Part II


Is the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues, assessments, or

s1m1laramounts as defined 1n Revenue Procedure 98-19? If "Yes," complete Schedule C, Part Ill

Did the organization maintain any donor advised funds or any s1m1larfunds or accounts where donors have the right to

provide advice on the d1stribut1on or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I

10

Did the organ1zat1onreceive 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 s1m1larassets? If "Yes," complete
Schedule D, Part /II

Did the organ1zat1onreport an amount 1n Part X, line 21, serve as a custodian for amounts not listed 1n Part X; or provide
credit counseling, debt management, credit repair, or debt negot1at1onservices? If "Yes," complete Schedule D, Part IV

10

Did the organ1zat1on,directly or through a related organ1zat1on,hold assets 1nterm, permanent, or quasi-endowments?
If "Yes," complete Schedule D, Part V

11

If the organ1zat1on's answer to any of the following questions 1s"Yes,' then complete Schedule D, Parts VI, VII, VIII, IX, or X
as applicable
a Did the organ1zat1onreport an amount for land, buildings, and equipment 1nPart X, line 10? If "Yes," complete Schedule D,
11a

Part VI

b Did the organ1zat1onreport an amount for investments other securities 1nPart X, line 12 that 1s5% or more of its total
assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII
C

Did the organ1zat1onreport an amount for investments

11b

11c

11d

X
X

program related in Part X, line 13 that Is 5% or more of its total

assets reported 1nPart X, line 16? If "Yes," complete Schedule D, Part VI/I
d Did the organization report an amount for other assets 1nPart X, line 15 that 1s5% or more of its total assets reported in
Part X, line 16? If "Yes," complete Schedule D, Part IX
e Did the organ1zat1onreport an amount for other liab11it1es1nPart X, line 25? If "Yes," complete Schedule D, Part X

11e

Did the organ1zat1on'sseparate or consolidated financial statements for the tax year include a footnote that addresses
the organ1zat1on's l1ab11ity
for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule 0, Part X

11f

12a

12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI, XII, and XIII

b Was the organ1zat1onincluded in consolidated, independent audited f1nanc1alstatements for the tax year?
If "Yes," and if the organization answered "No" to /me 12a, then completing Schedule 0, Parts XI, XII, and XI/I 1soptional

13

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


If "Yes," complete Schedule E

14a Did the organ1zat1onmaintain an office, employees, or agents outside of the United States?

14a

X
X
X

14b

15

16

17

18

19

X
X

12b
13

b Did the organ1zat1onhave aggregate revenues or expenses of more than $10,000 from grantmaking, fundra1s1ng, business,
and program service act1v1t1esoutside the United States? If "Yes," complete Schedule F, Parts I and IV
15

Did the organ1zat1onreport 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, Parts II and IV

16

Did the organ1zat1onreport on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to 1nd1v1duals
located outside the United States? If "Yes," complete Schedule F, Parts /II and IV

17

Did the organ1zat1onreport a total of more than $15,000 of expenses for professional fundra1s1ng services on Part IX,
column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I

18

Did the organ1zat1onreport more than $15,000 total of fundra1s1ngevent gross income and contributions on Part VIII, lines
1c and Ba? If "Yes," complete Schedule G, Part II

19

Did the organ1zat1onreport more than $15,000 of gross income from gaming act1v1t1eson Part VIII, line 9a? If "Yes,"
complete Schedule G, Part Ill

20a Did the organ1zat1onoperate one or more hospitals? If "Yes," complete Schedule H

20a

b If "Yes' to line 20a, did the organ1zat1onattach its audited financial statements to this return? Note. Some Form 990 filers that
ooerate one or more hoso1tals must attach audited financial statements lsee 1nstruct1onsl

20b
Form 990 (2010)

032003
12-21-10

10001109

133855

AEA

2010.04050

AMERICAN ENERGY ALLIANCE

AEA

26 - 2731617

AMERICAN ENERGY ALLIANCE

Form 990 (2010)

I Part lV l Checklist of Required

Schedules

Page

(continued)
Yes

No

Did the organization report more than $5,000 of grants and other assistance to governments and organ1zat1ons1nthe

21

United States on Part IX, column (A), hne 1? If "Yes," complete Schedule /, Parts I and II
22

21

22

Did the organ1zat1onreport more than $5,000 of grants and other assistance to 1nd1v1dualsIn the United States on Part IX,
column (A), line 2? If "Yes," complete Schedule /, Parts I and Ill

23

Did the organ1zat1onanswer 'Yes' to Part VII, Section A, hne 3, 4, or 5 about compensation of the organ1zat1on's current
and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete
23

Schedu/eJ
24a

Did the organ1zat1onhave a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the
last day of the year, that was issued after December 31, 2002? If "Yes," answer Imes 24b through 24d and complete
24b

b Did the organ1zat1oninvest any proceeds of tax-exempt bonds beyond a temporary period exception?
C

24a

Schedule K If "No", go to /me 25


Did the organ1zat1onmaintain an escrow account other than a refunding escrow at any time during the year to defease

24c

any tax-exempt bonds?

24d

d Did the organ1zat1onact as an 'on behalf of" issuer for bonds outstanding at any time during the year?
25a Section 501 (c)(3) and 501 (c)(4) organizations. Did the organ1zat1onengage 1nan excess benefit transaction with a

25a

25b

26

27

a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV

28a

b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV

28b

X
X

d1squal1f1edperson during the year? If "Yes," complete Schedule L, Part I


b Is the organization aware that 1tengaged 1nan excess benefit transaction with a d1squahf1edperson 1na prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or 990EZ? If "Yes," complete

Schedule L, Part I
26

Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or d1squahf1ed
person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part II

27

Did the organ1zat1onprovide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor, or a grant selection committee member, or to a person related to such an 1nd1v1dual?If "Yes," complete

Schedule L, Part /II


28

Was the organ1zat1ona party to a business transaction with one of the following parties (see Schedule L, Part IV
instructions for applicable f1l1ngthresholds, cond1t1ons, and exceptions):

c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer,
29
30

director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV

28c

Did the organ1zat1onreceive more than $25,000 1nnon-cash contributions? If "Yes," complete Schedule M

29

X
X

30

31

32

33

Did the organization receive contributions of art, historical treasures, or other s1m1larassets, or qual1f1edconservation
contributions? If "Yes," complete Schedule M

31

Did the organ1zat1onl1qu1date,terminate, or dissolve and cease operations?

If "Yes," complete Schedule N, Part I


32

Did the organ1zat1onsell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete

Schedule N, Part II
33

Did the organ1zat1onown 100% of an entity disregarded as separate from the organization under Regulations
sections 301.7701 2 and 301.77013? If "Yes," complete Schedule R, Part I

34
35

Was the organ1zat1onrelated to any tax-exempt or taxable entity?

If "Yes," complete Schedule R, Parts II, Ill, IV, and V, /me 1

34

Is any related organ1zat1ona controlled entity w1th1nthe meaning of section 512(b)(13)?

35

X
X

a Did the organ1zat1onreceive any payment from or engage 1nany transaction with a controlled entity within the meaning of

section 512(b)(13)? If "Yes," complete Schedule R, Part V, /me 2


36

Section 501(c)(3) organizations.

Yes

[X]

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


37

36

Did the organ1zat1onconduct more than 5% of its act1v1t1esthrough an entity that 1snot a related organ1zat1on
and that 1streated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI

38

No

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

37

Did the organ1zat1oncomplete Schedule O and provide explanations 1nSchedule O for Part VI, hnes 11 and 19?
Note. All Form 990 filers are reou1red to comolete Schedule 0

38

Form 990 (2010)

032004
12-21-10

10001109

133855

AEA

2010.04050

AMERICAN ENERGY ALLIANCE

AEA

AMERICAN ENERGY ALLIANCE

Form 990 2010

- Part V

26-2731617

Pa

e5

Statements Regarding Other IRS Filings and Tax Compliance

Check If Schedule O contains a response to any question in this Part V


Yes
1a Enter the number reported 1n Box 3 of Form 1096 Enter O1fnot applicable

I 1a I

b Enter the number of Forms W2G included in line 1a. Enter OIf not applicable
1b
Did the organ1zat1oncomply with backup w1thhold1ng rules for reportable payments to vendors and reportable gaming

No

10
0

(gambling) w1nn1ngsto prize winners?

1c

2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements,
flied for the calendar year ending with or w1th1nthe year covered by this return

I 2a I

b If at least one 1sreported on line 2a, did the organ1zat1onfile all required federal employment tax returns?

2b

Note. If the sum of lines 1a and 2a 1sgreater than 250, you may be required to e-flle. (see 1nstruct1ons)
3a Did the organ1zat1onhave unrelated business gross income of $1,000 or more during the year?

3a

b If 'Yes,' has 1tfiled a Form 990-T for this year? If "No," provide an explanation m Schedule 0

3b

4a At any time during the calendar year, did the organ1zat1onhave an interest 1n,or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other financial account)?

4a

5a

X
X

b If 'Yes,' enter the name of the foreign country.~


See 1nstruct1onsfor filing requirements for Form TD F 9022.1, Report of Foreign Bank and F1nanc1alAccounts.
5a Was the organ1zat1ona party to a proh1b1tedtax shelter transaction at any time during the tax year?
b Did any taxable party notify the organ1zat1onthat 1twas or 1sa party to a proh1b1tedtax shelter transaction?
C

If "Yes," to line Sa or Sb, did the organization file Form 8886-T?

5b
5c

6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organ1zat1onsolicit
any contributions that were not tax deductible?

6a

6b

b If "Yes," did the organization include with every sol1c1tat1onan express statement that such contributions or gifts
were not tax deductible?
7

Organizations that may receive deductible

contributions

under section 170(c).

a Did the organizationreceivea paymentin excessof $75 made partly as a contribution and partly for goods and services providedto the payor? 7a
b If "Yes,' d1d the organization notify the donor of the value of the goods or services provided?
7b
C

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which 1twas required
to file Form 8282?

I 1d I

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

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

Did the organ1zat1on,during the year, pay premiums, directly or 1nd1rectly,on a personal benefit contract?

7c
7e
7f

g If the organ1zat1onreceived a contribution of qualified intellectual property, d1d the organization file Form 8899 as required?

7Q

h If the organ1zat1onreceived a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?

7h

Sponsoringorganizationsmaintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting

Sponsoring organizations

organ1zat1on,
or a donor advisedfund maintainedby a sponsoring organ1zat1on,
haveexcessbusiness holdings at any time during the year?
maintaining

a Did the organization make any taxable d1stribut1ons under section 4966?

9a

b Did the organ1zat1onmake a d1stribut1on to a donor, donor advisor, or related person?


10 Section 501 (c)(7) organizations. Enter:
b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club fac11it1es
Section 501 (c)(12) organizations.

9b

I 1oa I

a lnit1at1onfees and capital contributions included on Part VIII, line 12


11

donor advised funds.

10b

Enter

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.)

11b

12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
b If "Yes," enter the amount of tax-exempt interest received or accrued during the year
13

I 12b I

12a

Section 501 (c)(29) qualified nonprofit health insurance issuers.


a Is the organ1zat1onlicensed to issue qual1f1edhealth plans 1nmore than one state?

13a

Note. See the 1nstruct1onsfor add1t1onal1nformat1onthe organization must report on Schedule 0.


b Enter the amount of reserves the organization 1srequired to maintain by the states in which the
organ1zat1on1slicensed to issue qual1f1edhealth plans
C

Enter the amount of reserves on hand

I 13b I
13c

14a Did the organ1zat1onreceive any payments for indoor tanning services dunng the tax year?
b If 'Yes'

has 1tflied a Form 720 to reoort these oavments? If "No "orov1de an exolanat1on ,n Schedule 0

14a

14b
Form 990 (2010)

032005
12-21-10

10001109

133855

AEA

2010.04050

AMERICAN ENERGY ALLIANCE

AEA

AMERICAN ENERGY ALLIANCE

Form990 2010

26-2731617

Pa e6

Part VI Governance, Management, and Disclosure

For each "Yes" response to Imes 2 through lb below, and for a "No" response
to /me Ba, Bb, or 1Ob below, descnbe the c1rcumstances, processes, or changes m Schedule 0. See mstruct1ons.

Check If Schedule O contains a response to any question rn thrs Part VI

s ect1on AG

overmna Bd
o 1van dM anaaemen t
Yes

I 1a I

1a Enter the number of votrng members of the governrng body at the end of the tax year

I 1b I

b Enter the number of votrng members included rn line 1a, above, who are rndependent
2

No

4
4

Drd any offrcer, drrector, trustee, or key employee have a famrly relatronshrp or a business relatronshrp wrth any other
offrcer, drrector, trustee, or key employee?

X
X
X
X
X

Drd the organrzatron delegate control over management dutres customarily performed by or under the drrect supervrsron

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

Drd the organrzatron make any srgnrficant changes torts governrng documents srnce the prior Form 990 was fried?

Drd the organrzatron become aware during the year of a srgnrfrcant drversron of the organrzatron's assets?

Does the organrzatron have members or stockholders?

7a Does the organrzatron have members, stockholders, or other persons who may elect one or more members of the

7a

governing body?
b Are any decrsrons of the governrng body subJect to approval by members, stockholders, or other persons?

7b

Drd the organrzatron contemporaneously document the meetings held or written actrons undertaken during the year

by the followrng
a The governing body?

Sa

b Each committee wrth authority to act on behalf of the governrng body?

Sb

X
X

Is there any offrcer, drrector, trustee, or key employee lrsted rn Part VII, Sectron A, who cannot be reached at the

Sect1on BP ollc1es
..
(This Section B reauests

oroanrzatron's marlrna address? If "Yes "orov1de the names and addresses m Schedule 0
mformat1on about oo/tc1esnot reau1red by the Internal Revenue Code)

Yes
10a Does the organrzatron have local chapters, branches, or affrlrates?

No

10a

b If "Yes," does the organrzatron have written polrcres and procedures governrng the actrvrtres of such chapters, affrlrates,
and branches to ensure therr operatrons are consistent wrth those of the organrzatron?
11a Has the organrzatron provrded a copy of thrs Form 990 to all members of rts governrng body before filrng the form?

10b
11a

12a

12b

X
X
X
X

b Describe rn Schedule O the process, rf any, used by the organrzatron to revrew thrs Form 990
12a Does the organrzatron have a written conflict of interest policy? If "No," go to /me 13
b Are offrcers, drrectors or trustees, and key employees required to drsclose annually interests that could grve rrse
to conflicts?
C

Does the organrzatron regularly and consistently monrtor and enforce compliance wrth the policy? If "Yes," descnbe
m Schedule O how this 1sdone

12c

13

Does the organrzatron have a written whrstleblower polrcy?

13

14

Does the organrzatron have a written document retention and destruction policy?

14

15

Drd the process for determrnrng compensation of the followrng persons include a revrew and approval by rndependent
persons, comparabrlrty data, and contemporaneous substantratron of the delrberatron and decrsron?
a The organrzatron's CEO, Executive Director, or top management offrcral

15a

b Other offrcers or key employees of the organrzatron

15b

X
X

If 'Yes" to lrne 15a or 15b, describe the process rn Schedule 0. (See rnstructrons.)
16a Drd the organrzatron rnvest rn, contribute assets to, or partrcrpate rn a Jorntventure or srmrlar arrangement wrth a
taxable entrty durrng the year?

16a

b If "Yes," has the organrzatron adopted a written polrcy or procedure requrring the organrzatron to evaluate rts partrcrpatron
rn Jorntventure arrangements under applicable federal tax law, and taken steps to safeguard the organrzatron's
exempt status wrth resoect to such arranaements?

16b

Section C. Disclosure
17

Lrst the states wrth whrch a copy of thrs Form 990 rs requrred to be fried ....AL,

18

Section 6104 requrres an organrzatron to make rts Forms 1023 (or 1024 rf applrcable), 990, and 990-T (501(c)(3)s only) available for

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

public rnspectron. Indicate how you make these available. Check all that apply

D
19

Own websrte

Another's websrte

[X]

Upon request

Describe rn Schedule O whether (and rf so, how), the organrzatron makes rts governrng documents, conflict of interest polrcy, and frnancral
statements available to the public

20

State the name, physrcal address, and telephone number of the person who possesses the books and records of the organrzatron: ~ ___

THE ORGANIZATION - 202-621-2940


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

20005
Form 990 (2010)

032006
12-21-10

SEE SCHEDULE 0 FOR FULL LIST

OF STATES

10001109

133855

AEA

2010.04050

AMERICAN ENERGY ALLIANCE

AEA

AMERICAN ENERGY ALLIANCE

Form 990 2010

26-2731617

Pa

e7

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

Check 1fSchedule O contains a response to any question in this Part VII


Section A. Officers, Directors,

Trustees,

Key Employees,

and Highest Compensated

Employees

for the calendaryearendingwith or withinthe orgamzat,on's


tax year
1a Completethis tablefor all personsrequiredto be listed Reportcompensation
List all of the organ1zat1on's current officers, directors, trustees (whether 1nd1v1dualsor organizations), regardless of amount of compensation
Enter OIn columns (D), (E), and (F) 1fno compensation was paid.
List all of the organ1zat1on's current key employees, 1fany. See 1nstruct1ons for def1nit1on of 'key employee.'
List the orgamzat,ons
five current highestcompensatedemployees(otherthanan officer,director,trustee,or keyemployee)who receivedreportable

compensation(Box5 of FormW-2 and/orBox7 of Form 1099-MISC)of morethan$100,000from the orgamzat1on


and any relatedorgamzat,ons
List all of the organ1zat1on's former officers, key employees, and highest compensated employees who received more than $100,000 of
reportable compensation from the organ1zat1on and any related organizations.
List all of the organ1zat1on's former directors or trustees that received, in the capacity as a former director or trustee of the organization,
more than $10,000 of reportable compensation from the organization and any related organ1zat1ons.
List persons in the following order: 1nd1v1dualtrustees or directors; 1nst1tut1onaltrustees, officers; key employees; highest compensated
and former such persons.

Check this box If neither the oraanizat1on nor anv related oraan1zat1on compensated
(A)

Average
hours per
week
(describe
hours for
related
organizations
1n Schedule

anv current o ff 1cer, d ,rector, or trustee.

(C)

(D)

(E)

(F)

Pos1t1on
(check all that apply)

Reportable
compensation
from
the
organization
'Y'J2/109gMISC)

Reportable
compensation
from related
organ1zat1ons
'Y'J2/1099MISC)

Estimated
amount of
other
compensation
from the
organization
and related
organ1zat1ons

(B)

Name and Title

fi

"C

"

!l !lE
E
g

0)

1.00

1.00

I 8t
!,2 t!ii

WAYNE GABLE
DIRECTOR

0.

0.

o.
o.

0.

o.

1.00

0.

0.

0.

1.00

o.

0.

0.

JAMES CLARKSON
DIRECTOR

employees;

SCOTT ALEX BEAULIER


DIRECTOR
JOHN PETERSON
DIRECTOR
THOMAS PYLE
PRESIDENT

19.00

13.00

LISA WALLACE
SECRETARY/TREASURER

84,842.

144,008.

17,271.

39,786.

109,264.

11,268.

Form

032007 12-21-10

990 (2010)

10001109

133855

AEA

2010.04050

AMERICAN ENERGY ALLIANCE

AEA

IP~rt VHl Section

Officers

A.

Directors

Trustees

and Highest Compensated Emplo)ees (continued)


(C)
(E)
(D)
Pos1t1on
Reportable
Reportable
(check all that apply)
compensation
compensation
from
from related
organizations
the
i5
"D
J!
organ1zat1on
'Y'/211099MISC)
:s
!
'Y'J2/1099MISC)
! ~

(B)

Name and title

Average
hours per
week
(describe
hours for
related
organizations
1nSchedule

"
~

,.

i3 8

t:
.s

>~

l8l

ii

~~ .f
:c.,

124,628.

253,272.
0.

sheets to Part VII, Section A

d Total (add lines 1 b and 1cl


2

(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations

Sub-total

c Total from continuation

Page

Key Employees

(A)

0)

1b

26 - 2731617

AMERICAN ENERGY ALLIANC E

Form 990 (201 Ol

124,628.

28,539.

o.

0.

253,272.

28,539.

Total number of 1nd1v1duals(1nclud1ng but not limited to those listed above) who received more than $100,000 1nreportable

comoensat1on f rom t he oraan1zat1on ~


Yes

Did the organ1zat1on 11stany former officer, director or trustee, key employee, or highest compensated

employee on

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

from the organ1zat1on

and related organ1zat1ons greater than $150,000? If "Yes," complete Schedule J for such md1v1dual

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or 1nd1v1dualfor services

rendered to the oroan1zat1on? If "Yes " comolete Schedule J for such oerson
Section B. Independent Contractors
1

line 1a? If "Yes," complete Schedule J for such md1v1dual

No

Complete this table for your five highest compensated

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

t he oraan1zat 10n

(A)
Name and business address

(B)
Description of services

REVOLUTION AGENCY, 1090 VERMONT AVENUE,


NW, WASHINGTON, DC 20005

Total number of independent contractors

MEDIA SERVICES

(C)
Compensation

239,086.

(Including but not limited to those listed above) who received more than

$100 000 1ncomoensat1on from the oraan1zat1on ~

1
Form

990 (2010)

032008 12-21-10

10001109

133855

AEA

2010.04050

8
AMERICAN ENERGY ALLIANCE

AEA

26 - 2731617

AMERI C AN ENERG y ALLIANCE


Statement of Revenue

Form 990 (2010)

I Part VIII I

(B)
Related or
exempt function
revenue

(A)
Total revenue

-enen
Cc

1 a Federated campaigns

ca :::,

b Membership dues

1b

~~
c,ca

c Fundra1s1ngevents

1c

d Related organ1zat1ons

1d

e Government grants (contributions)

1e

,n'e
C-o en
...

- QI
il.c

oocca

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

(C)
Unrelated
business
revenue

All other contr1but1ons,gifts, grants, and


s1m1lar
amounts not included above

.so
c,:,

1a

... 0

le

Page

1f

Noncash contnbut,ons included in Imes la-H $

2,650,537.
4,501.

....2,650,537

h Total. Add lines 1a-1f

Business Code
QI

2 a
b

-~ QI
QI :::,

U>c

E~
f! QI

5P=

e
ll.

e
f

All other program service revenue

....

a Total. Add lines 2a-2f

Investment income (1nclud1ngd1v1dends, interest, and


other s1m1laramounts)

Income from investment of tax-exempt bond proceeds

Royalties

6a

Gross Rents

....
....
....

(1)Real

(11)Personal

(1)Securities

(11)Other

8,449.

8,449 .

b Less: rental expenses


c Rental income or (loss)

....

d Net rental income or (loss)


7 a 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)


QI

:::,
C

Sa

Gross income from fundra1sing events (not


including$

QI

>
QI

of

contributions reported on line 1c). See

cc

...
QI
.c

Part IV, line 18

b Less direct expenses

....

c Net income or (loss) from fundra1s1ng events


Gross income from gaming act1v1t1es.See

9a

Part IV, line 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 1nventorv


Miscellaneous Revenue
11 a

OTHER

Business Code

900099

243.

243.

b
C

d All other revenue


e Total.Addlines11a11d
12

Total revenue. See instructions

....

243

....2,659,229.

243.

032009
12-21-10

0.

8,449
Form 990 (2010)

10001109

133855

AEA

2010.04050

AMERICAN ENERGY ALLIANCE

AEA

26-2731617

AMERICAN ENERGY ALLIANCE

Form 990 2010

Pa

e10

Part IX Statement of Functional Expenses


Section 501 (c){3) and 501 (c){4) organizations must complete all columns
All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D)

Do not include amounts reported on lines 6b,


7b, Sb, 9b, and 1Obof Part VIII.

Grantsand otherassistanceto governmentsand


organizationsm the US See Part IV, line 21

Grants and other assistance to 1nd1v1duals


1n
the U S. See Part IV, line 22

Grants and other assistance to governments,


organ1zat1ons,and 1nd1v1duals
outside the U.S.
See Part IV, lines 15 and 16
Benefits paid to or for members
Compensation of current officers, directors,
trustees, and key employees
Compensation
not includedabove,to d1squal1f1ed
persons(asdefinedundersection4958(f)(1)) and
personsdescribedm section4958(c)(3)(B)
Other salaries and wages
Pensionplancontributions(includesection401(k)
and section403(b)employercontributions)

4
5
6

7
8
9
10
11

Other employee benefits


Payroll taxes
Fees for services (non-employees):
a Management
b Legal
c Accounting

(D)
Fundra1s1ng
expenses

(A)

(B)

(C)

Total expenses

Program service
exoenses

Management and
aeneral exoenses

138,561.

77,119.

34,168.

27,274.

42,360.

35,109.

5,032.

2,219.

1,593.
1,726.
9,629.

1,316.
1,204.
5,930.

195.
139.
2,197.

82.
383.
1,502.

14,867.
28,920.

5,664.

9,203.
28,920.

303,679.
149,258.
236,128.

301,778.
149,258.
224,907.

-873.

2,774.

6,380.

4,841.

30,209.
20,123.

18,776.
19,735.

6,579.
146.

4,854.
242.

d Lobbying
e Professionalfundra1smg
services SeePartIV, lme 17
f Investment management fees

g
12
13
14
15
16
17

18
19
20
21
22
23
24

Other
Advert1s1ngand promotion
Office expenses
Information technology
Royalties
Occupancy
Travel
Payments of travel or entertainment expenses
for any federal, state, or local public off1c1als
Conferences, conventions, and meetings
Interest
Payments to aff1l1ates
Deprec1at1on,depletion, and amort1zat1on
Insurance
OtherexpensesItemizeexpensesnot covered
above (List miscellaneousexpensesm lme 24f If lme
24f amountexceeds10% of lme25, column (A)
amount,11st
lme24f expenseson ScheduleO)

16,700.
13,257.

ALLOCATED G&A

16,700.
13,257.

0.

24,809.

-29,994.

5,185.

b
C

d
e
f All other expenses
25 Total functionalexpenses.Add Imes1 throuah 24f
1ffollowing SOP
26 Joint costs.Checkhere ..,_
98-2 (ASC958-720) Completethis lmeonly 1fthe
organizationreportedm column(B) Jomtcostsfrom a
combinededucationalcampaignandfundra1smg
sol1c1tat1on

12,918.
1,019,928.

270.
865,875.

1,958.
94,007.

10,690.
60,046.

Form 990 (2010)

032010 12-21-10

10001109

133855

AEA

2010.04050

10
AMERICAN ENERGY ALLIANCE

AEA

l Balance

26 - 2731617

AMERICAN ENERGY ALL IANC E

Form 990 (201Ol

I Part

(A)
Beg1nn1ngof year
1

Cash non-interest-bearing

Savings and temporary cash investments

3
4

Accounts receivable, net

Page

11

Sheet

47,806.
185,025.

Pledges and grants receivable, net

(B)

End of year
1
2

102,426.
1,818,079.

3
4

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


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

Receivables from other d1squal1f1edpersons (as defined under section


4958(f)(1)), persons described 1nsection 4958(c)(3)(8), and contributing
employers and sponsoring organizations of section 501 (c)(9) voluntary
employees' benef1c1aryorgan1zat1ons(see 1nstruct1ons)

u,

ai
u,

Notes and loans receivable, net

<C

Inventories for sale or use

Prepaid expenses and deferred charges

u,

4,516.

3,909.

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


basis. Complete Part VI of Schedule D
11

u,
GI

:.a
ca

10b

12

Investments other securities See Part IV, line 11

12

Investments program-related See Part IV, line 11

13

14

Intangible assets

14

15

Other assets. See Part IV, line 11

15

16

Total assets. Add lines 1 throuah 15 (must eaual line 341

17

Accounts payable and accrued expenses

18

Grants payable

19

Deferred revenue

19

20

Tax-exempt bond liab1l1t1es

20

21

Escrow or custodial account liab1l1ty.Complete Part IV of Schedule D

21

22

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

GI

1,947,678.
109,718.

18

22

Secured mortgages and notes payable to unrelated third parties

23

24

Unsecured notes and loans payable to unrelated third parties

24

25

Other liab1l1t1esComplete Part X of Schedule D

26

Total liabilities. Add lines 17 throuah 25

25

74,151.
[X]

26

109,718.

and complete

lines 27 through 29, and lines 33 and 34.


27

Unrestricted net assets

28

Temporarily restricted net assets

29

198,659.

27

1,837,960.

28

Permanently restricted net assets

29

Organizations that do not follow SFAS 117, check here

Dand

complete lines 30 through 34.

<C

17

23

..
u,
GI
u,
u,

16

23,264.

highest compensated employees, and d1squal1f1edpersons Complete Part II

u.

..
..
z

272,810.
74,151.

of Schedule L

u,
GI

'tJ
C
::,

10c
11

Organizations that follow SFAS 117, check here ~

iii
m

35,463.

Investments publicly traded securities

13

:J

u
C
ca

52,350.
29,086.

10a

b Less accumulated deprec1at1on

30

Capital stock or trust principal, or current funds

30

31

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

31

32

Retained earnings, endowment, accumulated income, or other funds

33

Total net assets or fund balances

34

Total l1ab1l1t1es
and net assets/fund balances

32

198,659.
272,810.

33
34

1,837,960.
1,947,678.
Form 990 (2010)

032011 12-21-10

10001109

133855

AEA

2010.04050

11
AMERICAN ENERGY ALLIANCE

AEA

26-2731617

Form 990 2010


AMERICAN ENERGY ALLIANCE
Part XJ Reconciliation of Net Assets

Pa

Check 1fSchedule O contains a response to any question 1nthis Part XI


1

Total revenue (must equal Part VIII, column (A), line 12)

2
3
4
5
6

Total expenses (must equal Part IX, column (A), line 25)

2
3
4
5
6

Revenue less expenses. Subtract line 2 from line 1


Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
Other changes in net assets or fund balances (explain 1nSchedule 0)
Net assets or fund balances at end of year Combine lines 3, 4, and 5 (must equal Part X, line 33, column (Bl)

I Part

2,659,229.
1,019,928.
1,639,301.
198,659.
0.
1,837,960.

Xt~ Financial Statements and Reporting

CxJ

Check If Schedule O con a1nsa response o any ques 10n1nthis Part XII

Yes
1

e12

Accounting method used to prepare the Form 990:

Cash

[X] Accrual

No

Other

If the organ1zat1onchanged its method of accounting from a prior year or checked "Other,' explain in Schedule 0.
2a Were the organ1zat1on'sf1nanc1alstatements compiled or reviewed by an independent accountant?
b Were the organization's f1nanc1alstatements audited by an independent accountant?
c

2a
2b

2c

If 'Yes' to line 2a or 2b, does the organization have a committee that assumes respons1b11ityfor oversight of the audit,
review, or comp1lat1onof its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

d If 'Yes' to line 2a or 2b, check a box below to 1nd1catewhether the f1nanc1alstatements for the year were issued on a
separate basis, consolidated basis, or both.

Separate basis

Consolidated basis

[X]

Both consolidated and separate basis

3a As a result of a federal award, was the organ1zat1onrequired to undergo an audit or audits as set forth 1nthe Single Audit
Act and 0MB Circular A133?

3a

b If 'Yes,' did the organ1zat1onundergo the required audit or audits? If the organ1zat1ondid not undergo the required audit
or audits explain whv 1nSchedule O and describe anv steps taken to underao such audits.

3b

Form 990 (2010)

032012 12-21-10

12
10001109

133855

AEA

2010.04050

AMERICAN

ENERGY ALLIANCE

AEA

Political Campaign and Lobbying Activities

SCHEDULEC
(Form P90 or 990-EZ)
Department of the Treasury
Internal Revenue Service

For Organizations
....

0MB No 1545-0047

2010

Exempt From Income Tax Under section 501 (c) and section 527

Open to Public
fru;peetlon

Complete if the organization is described below. .... Attach to Form 990 or Form 990-EZ.
.... See se a rate instructions.

If the organization answered "Yes," to Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Section 501 (c)(3) organ1zat1ons:Complete Parts lA and B. Do not complete Part lC.
Section 501 (c) (other than section 501 (c)(3)) organ1zat1ons:Complete Parts lA and C below. Do not complete Part lB.
Section 527 organ1zat1ons:Complete Part lA only.
If the organization answered "Yes," to Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Section 501 (c)(3) organ1zat1onsthat have filed Form 5768 (election under section 501 (h)) Complete Part II-A. Do not complete Part llB.
Section 501 (c)(3) organ1zat1onsthat have NOT filed Form 5768 (election under section 501 (h)): Complete Part llB. Do not complete Part llA.
If the organization answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax), or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Employer identification

AMERICAN ENERGY ALLIANCE

number

26-2731617

Part J.-A Complete if the organization is exempt under section 501 (c) or is a section 527 organization.
1 Provide a description of the organization's direct and indirect political campaign act1v1t1es
1nPart IV.
2 Political expenditures

....$
_______

3 Volunteer hours

IPart J.-Bl

Complete if the organization

is exempt under section 501 (c)(3).

Enter the amount of any excise tax incurred by the organ1zat1onunder section 4955

....$

~~~~~~~~~-

2 Enter the amount of any excise tax incurred by organ1zat1onmanagers under section 4955
3 If the organization incurred a section 4955 tax, did 1tfile Form 4 720 for this year?
4a Was a correction made?

.... $ _~~--~~0Yes

0No

0Yes

0No

b If 'Yes 'describe in Part IV

Part l.-Cj Complete if the organization is exempt under section 501 (c), except section 501 (c)(3).
Enter the amount directly expended by the filing organ1zat1onfor section 527 exempt function act1v1t1es

.... $

~~~~~~~~~-

2 Enter the amount of the f1l1ngorgan1zat1on'sfunds contributed to other organ1zat1onsfor section 527

.... $ _______

exempt function act1v1t1es

3 Total exempt function expenditures Add lines 1 and 2. Enter here and on Form 1120-POL.
line 17b
4

.... $ ~-.,~.--~~-,==,~-

Did the f1l1ngorganization file Form 1120-POL for this year?

Yes

No

5 Enter the names, addresses and employer 1dent1f1cat1on


number (EIN) of all section 527 political organizations to which the filing organ1zat1on
made payments For each organization listed, enter the amount paid from the f1l1ngorgan1zat1on'sfunds. Also enter the amount of political
contributions received that were promptly and directly delivered to a separate pol1t1calorgan1zat1on,such as a separate segregated fund or a
political action committee (PAC). If add1t1onalspace 1sneeded, provide 1nformat1on1nPart IV.
(a) Name

(b) Address

(c) EIN

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

(d) Amount paid from


(e) Amount of political
filing organ1zat1on's contributions received and
promptly and directly
funds. If none, enter -0.
delivered to a separate
political organ1zat1on.
If none, enter -0.

Schedule C (Form 990 or 990-EZ) 2010

LHA
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ScheduleC

Form990or990E

Part.II-A
A Check ~
B Chec k

2010

AMERICAN ENERGY ALLIANCE

26-2731617

Pa e2

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

D
D

1fthe filing organization belongs to an affiliated group.


If the f 11na
I
oraan1zat1onc hecked box A and 'I 1m1tedcontro I' orov1s1onsaoo1v.
(a) Filing
organization's
totals

Limits on Lobbying Expenditures


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

(b) Affiliated group


totals

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


b Total lobbying expenditures to influence a leg1slat1vebody (direct lobbying)
c Total lobbying expenditures (add lines 1a and 1b)
d Other exempt purpose expenditures
e Total exempt purpose expenditures (add lines 1c and 1d)
f Lobby1no nontaxable amount. Enter the amount from the follow1notable 1nboth columns.

If the amounton line 1e, column la) or (bl is:

The lobbvina nontaxable amount is:

Not over $500,000


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

20% of the amount on line 1e

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

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

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

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

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

Over $17 000 000

$1000000.

g Grassroots nontaxable amount (enter 25% of line 11)


h Subtract line 1g from line 1a If zero or less, enter O
i Subtract line 1f from line 1c. If zero or less, enter O
If there 1san amount other than zero on either line 1h or line 11,did the organ1zat1onfile Form 4 720

Dves

reporting section 4911 tax for this year?

0No

4-Year Averaging Period Under Section 501 (h)


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

(a) 2007

(b) 2008

(c) 2009

(d) 2010

(e) Total

2a Lobbv1na nontaxable amount


b Lobbying ceiling amount
(150% of line 2a, column(e))
c Total lobbv1naexoend1tures
d Grassroots nontaxable amount
e Grassroots ceiling amount
(150% of line 2d, column (el)
f Grassroots lobbvina exoend1tures
Schedule C (Form 990 or 990-EZ) 2010

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AEA

ScheduleC

Form990or990E

2010

AMERICAN ENERGY ALLIANCE

26-2731617

Pa e3

Part H-B Complete if the organization is exempt under section 501 (c)(3) and has NOT filed Form 5768
(election under section 501 (h)).
(a)
Yes
1

(b)
No

Amount

During the year, d1dthe f1l1ngorganization attempt to influence foreign, national, state or
local leg1slat1on,including any attempt to influence public op1n1onon a leg1slat1vematter
or referendum, through the use of:
a Volunteers?
b Paid staff or management (include compensation 1nexpenses reported on lines 1c through 11)?
c Media advertisements?
d Mailings to members, legislators, or the public?
e Publications, or published or broadcast statements?
f Grants to other organizations for lobbying purposes?
g Direct contact with legislators, their staffs, government off1c1als,or a leg1slat1vebody?

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


i Other act1v1t1es?
If "Yes,' describe 1nPart IV
j Total. Add lines 1c through 11

2a Did the act1v1t1es


1nline 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 f1l1naoraan1zat1onincurred a section 4912 tax d1d 1tfile Form 4720 for this vear?

IP~rt Ill-Al Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section
501(c)(6).
Yes
1

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

Did the organ1zat1onmake only in-house lobbying expenditures of $2,000 or less?

Did the oraan1zat1onaaree to carrvover lobbv1na and ool1t1calexoend1tures from the orior vear?

No

X
X
X

!Part Ill-Bl Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section
501 (c)(6) if BOTH Part Ill-A, lines 1 and 2 are answered "No" OR if Part Ill-A, line 3 is answered
"Yes."
1

Dues, assessments and s1m1laramounts from members

Section 162(e) nondeductible lobbying and pol1t1calexpenditures (do not include amounts of political

expenses for which the section 527(1) tax was paid).


a Current year

2a

b Carryover from last year

2b

c Total

2c

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess

expenditure next year?


Taxable amount of lobbv1na and ool1t1calexoend1tures (see 1nstruct1onsl

does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political

4
5

IP~rt IV 1 Sunnlemental Information


Complete this part to provide the descriptions required for Part lA, line 1; Part lB, line 4; Part lC, line 5; and Part 118,line 11.Also, complete this part
for any add1t1onal1nformat1on.

Schedule C (Form 990 or 990-EZ) 2010


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SCHEDUl.,E D

Supplemental Financial Statements

(Form 990)

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


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

Department of the Treasury


Internal Revenue Service

0MB No 1545-0047

2010

Opentq~ic
lnspection
Employer identification

Name of the organization

Part J

number

26-2731617

AMERICAN ENERGY ALLIANCE


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

Complete 1fthe

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


(a) Donor advised funds
1
2

(b) Funds and other accounts

Total number at end of year


Aggregate contributions to (during year)

Aggregate grants from (during year)

Aggregate value at end of year


Did the organization inform all donors and donor advisors In wnt1ngthat the assets held 1ndonor advised funds

are the organization's property, subject to the organ1zat1on'sexclusive legal control?


6

0Yes

0No

0Yes

0No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring
1m erm1ss1ble nvate benefit?

Part H

Conservation Easements.

Complete 1fthe organ1zat1onanswered 'Yes' to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organ1zat1on(check all that apply).

D
D
D
2

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


Protection of natural habitat

D
D

Preservation of an historically important land area


Preservation of a cert1f1edhistoric structure

Preservation of open space

Complete lines 2a through 2d 1fthe organization held a qualified conservation contribution 1nthe form of a conservation easement on the last
day of the tax year.
Held at the Endof the Tax Year
a Total number of conservation easements
b Total acreage restricted by conservation easements
c Number of conservation easements on a cert1f1edhistoric structure included in (a)

2a
2b
2c

d Number of conservation easements included 1n(c) acquired after 8/17 /06, and not on a historic structure
listed 1nthe National Register
3

2d
Number of conservation easements mod1f1ed,transferred, released, ext1ngu1shed,or terminated by the organization during the tax
_
year .... _____

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

Does the organ1zat1onhave a written policy regarding the penod1c mon1tonng, inspection, handling of

v1olat1ons,and enforcement of the conservation easements It holds?


Staff and volunteer hours devoted to mon1tonng, inspecting, and enforcing conservation easements during the year ....

Amount of expenses incurred 1nmonitoring, inspecting, and enforcing conservation easements during the year .... $

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(8)(1)

Yes

0No

------

Yes
0No
In Part XIV, describe how the organ1zat1onreports conservation easements in its revenue and expense statement, and balance sheet, and

and section 170(h)(4)(8)(11)?


9

include, 1fapplicable, the text of the footnote to the organization's financial statements that describes the organ1zat1on'saccounting for
conservation easements.

IPart mj

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


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

1a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art,
historical treasures, or other s1m1larassets held for public exh1b1t1on,
education, or research in furtherance of public service, provide, 1nPart XIV,
the text of the footnote to its f1nanc1alstatements that describes these items.
b If the organization elected, as permitted under SFAS 116 (ASC 958), to report 1nits revenue statement and balance sheet works of art, historical
treasures, or other s1m1larassets held for public exh1b1t1on,
education, or research in furtherance of public service, provide the following amounts
relating to these items:
(i) Revenues included in Form 990, Part VIII, line 1

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

(ii) Assets included 1nForm 990, Part X


2

_
_

If the organ1zat1onreceived or held works of art, h1stoncal treasures, or other s1m1larassets for f1nanc1algain, provide
the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items
a Revenues included 1nForm 990, Part VIII, line 1

.... $ ______

b Assets included in Form 990, Part X

.... $ _______

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

Schedule D (Form 990) 201 O

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Form990 2010
AMERICAN ENERGY ALLIANCE
26-2731617
Pa
P;art 1H Or anizations Maintainin Collections of Art Historical Treasures or Other Similar Assets continue

ScheduleD
3

e2

Using the organization's acqu1s1t1on,accession, and other records, check any of the following that are a s1gn1ficantuse of its collection items
(check all that apply)
Public exh1b1t1on
a
b
Scholarly research

D
D

c
4

d
e

D
D

Loan or exchange programs


Other ______________________

Preservation for future generations


Provide a description of the organ1zat1on'scollections and explain how they further the organ1zat1on'sexempt purpose In Part XIV.
During the year, d1d the organ1zat1onsolicit 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 an1zat1on'scollection?

Part lV

Escrow and Custodial Arrangements.

Yes

No

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

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


1a Is the organ1zat1onan agent, trustee, custodian or other 1ntermed1aryfor contributions or other assets not included
on Form 990, Part X?

0No

0Yes

b If 'Yes,' explain the arrangement 1nPart XIV and complete the following table:
Amount
c Beg1nn1ngbalance
d Add1t1onsduring the year

1c
1d

e D1stribut1onsduring the year

1e
1f

Ending balance
2a D1dthe organ1zat1oninclude an amount on Form 990, Part X, line 21?

0Yes

0No

I the arranoement in Part XIV


b If 'Y es exo1a1n
Endowment Funds. Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 10.
PartV

(al Current vear

(bl Prior year

lcl Two vearsback ldl Threeyears back lel Fouryearsback

1a Beg1nn1ngof year balance


b Contributions
Net investment earnings, gains, and losses

d Grants or scholarships
e Other expenditures for fac1l1t1es
and programs

Adm1n1strat1ve
expenses

g End of year balance


2

Provide the estimated percentage of the year end balance held as:
a Board designated or quas1endowment ~
%
b Permanent endowment ~
c Term endowment ~ ________

%
%

3a Are there endowment funds not in the possession of the organ1zat1onthat are held and administered for the organization
by

Yes

No

3alil
3aliil

(i) unrelated organizations


(ii) related organ1zat1ons
b If "Yes" to 3a(11),
are the related organ1zat1onslisted as required on Schedule R?
Descri be in Part XIV th e int en d ed uses of th e oraan1zat 10ns end owmen t f und s.
I Part VI l Land, Buildings, and Equipment. See Form 990, Part x. line 10.

3b

Description of investment

(a) Cost or other


basis (investment)

(b) Cost or other


basis (other)

(c) Accumulated
deprec1at1on

52,350.

29,086.

(d) Book value

1a Land
b Buildings
c Leasehold improvements
d Equipment

e Other
Total. Add lines 1a throuah 1e. (Column (d) must eaual Form 990 Part X column (BJ./me 10(c).J

23,264.
~

23,264.

Schedule D (Form 990) 2010

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AMERICAN ENERGY ALLIANCE

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26 - 2731617

AMERICAN ENERGY ALLIANCE


I Part VII] Investments - Other Securities. See Form 990, Part x, line 12.
Schedule D (Form 990) 2010

(a) Descnpt1on of secunty or category


(1nclud1ngname of security)

Page

(c) Method of valuation:


Cost or endofyear market value

(b) Book value

(1) Financial denvat1ves


(2) Closely-held equity interests
(3) Other
(A\
(Bl
(Cl
(Dl
/F)

(F)

(Gl
(Hl
(I)

Total /Col /bl must eaual Form 990 Part X col /Bl line 12 \ ~

I Part VIII! Investments - Proaram Related.

See Form 990, Part X, line 13.

(a) Descnpt1on of investment type

(c) Method of valuation:


Cost or end-of-year market value

(b) Book value

(1l

/2)
(31
(4)
(51
(6)

/7)
(81
(9)
/10)
Total /Col lb\ must eaual Form 990 Part X cal /B\ lme 13 l ~

I Part DCl

Other Assets.

See Form 990, Part X, line 15.


(a) Descnpt1on

(b) Book value

(1l
(21
(3)
(41
(5)
(6)

(7)
(81
(9)
/10)
Total. (Column

I Plilrt X

(b)

must eaua/ Form 990 Part X col (8) ltne 15.J

j Other Liabilities.

See Form 990, Part X, line 25.


(a) Descnpt1on of liab1l1ty

1.

(b) Amount

(1l Federal income taxes


(2)
(31
(4)
/5)
(6)

/71
(8)
(91
(10)
(11l
Total. (Column (b) must eaua/ Form 990, Part X, col (8) ltne 25.J

~:~

::

;rootnote
!ASC
740

in t'art ""

032053
12-20-10

10001109

prov1ae tne text 01 tne roomote lO tne organizauon S nnanc1a Statements mat reports me organizauon S 11ao111ty
ror uncertain taX pOSI 1ons unaer

Schedule D (Form 990) 2010

133855

AEA

2010.04050

23
AMERICAN ENERGY ALLIANCE

AEA

AMERI C AN ENERGY ALLIANCE


26 - 2731617
l Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements

Schedule D (Form 99012010

I Part)Cl
1
2

Total revenue (Form 990, Part VIII, column (A), line 12)
Total expenses (Form 990, Part IX, column (A), line 25)

Excess or (def1c1t)for the year. Subtract line 2 from line 1

Net unrealized gains (losses) on investments

5
6

Donated services and use of fac11it1es

4
5

7
8

Prior period adjustments


Other (Describe 1nPart XIV.)

6
7
8

Total adjustments (net). Add lines 4 through 8

Excess or (def1c1t\for the vear oer audited f1nanc1alstatements. Combine lines 3 and 9

10

IPart

2,659,229.
1,019,928.
1,639,301.

Investment expenses

o.
1,639,301.

10

XII l Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Total revenue, gains, and other support per audited f1nanc1alstatements

1
2

Page4

3,466,705.

2e

807,476.
2,659,229.

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

2a

b Donated services and use of fac11it1es

2b

c Recoveries of prior year grants

2c

d Other (Describe in Part XIV.)

2d

807,476.

e Add lines 2a through 2d

Subtract line 2e from line 1

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

I 4a I

a Investment expenses not included on Form 990, Part VIII, line 7b


b Other (Describe 1nPart XIV)

4b

c Add lines 4a and 4b

I Part XIHl Reconciliation

Total expenses and losses per audited financial statements

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

a Donated services and use of fac1l1t1es

2a

b Prior year adjustments

2b

c Other losses

2c

d Other (Describe 1nPart XIV.)

2d
2e

Subtract line 2e from line 1

807,476.
1,019,928.

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

I 4a I

a Investment expenses not included on Form 990, Part VIII, line 7b


b Other (Describe 1n Part XIV.)

4b

c Add lines 4a and 4b

1,827,404.

807,476.

e Add lines 2a through 2d

2,659,229.

of Expenses per Audited Financial Statements With Expenses per Return

0.

4c

Total revenue. Add lines 3 and 4c. fThts must eaual Form 990 Part I /me 12 j

o.

4c

Total exoenses Add lines 3 and 4c. fThts must eaual Form 990 Part I /tne 18 J

I Piilrt XW! Supplemental

1,019,928.

Information

Complete this part to provide the descriptions required for Part II, Imes 3, 5, and 9; Part Ill, Imes 1a and 4; Part IV, lines 1band 2b; Part V, line 4; Part
X, line 2; Part XI, line 8; Part XII, Imes 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any add1t1onal1nformat1on.

PART X, LINE 2:

INCOME TAXES

THE ALLIANCE IS EXEMPT FROM INCOME TAX ON INCOME OTHER THAN NET UNRELATED
BUSINESS INCOME UNDER SECTION 50l(C)(4)
THE YEARS ENDED DECEMBER 31,

2010

OF THE INTERNAL REVENUE CODE. FOR

AND 2009,

THE ALLIANCE HAD NO NET

UNRELATED BUSINESS INCOME AND ACCORDINGLY, NO PROVISION

FOR INCOME TAXES

WAS REQUIRED.

Schedule D (Form 990) 2010


032054
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AMERICAN ENERGY ALLIANCE

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Schedule D Form 990 2010

Part XlV Su

26-2731617

AMERICAN ENERGY ALLIANCE

lemental Information

Pa e5

continue

FOR THE YEARS ENDED DECEMBER 31,


ANALYSIS UNDER THE PROVISIONS

2010

AND 2009,

THE ALLIANCE PERFORMED AN

OF FASB ASC 740-10

RELATING TO ACCOUNTING

FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT NO MATERIAL UNCERTAIN


TAX POSITIONS

QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE

FINANCIAL STATEMENTS.
LIMITATIONS

AS OF DECEMBER 31,

2010,

THE STATUTE OF

FOR THE TAX YEARS ENDED DECEMBER 31,

OPEN WITH THE U.S.

FEDERAL TAXING AUTHORITIES.

CURRENTLY REQUIRED TO FILE

2009

AND 2008,

REMAIN

THE ALLIANCE IS NOT

AN INCOME TAX RETURN IN ANY STATE TAX

JURISDICTION.

Schedule D (Form 990) 201 O


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AMERICAN ENERGY ALLIANCE

AEA

Compensation Information

SCHEDULEJ
(Form 990)

0MB No 1545-0047

2010

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


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

Department of the Treasury


Internal Revenue SeN1ce

Open to Public
Inspection
Employer identification

Name of the organ1zat1on

AMERICAN ENERGY ALLIANCE

I Part l I Questions Regarding Compensation

number

26-2731617
Yes

No

1a Check the appropriate box(es) 1fthe organ1zat1on provided any of the following to or for a person listed in Form 990,
Part VII, Section A, line 1a. Complete Part Ill to provide any relevant 1nformat1onregarding these items.

D
D
D
D

D
D

F1rstclass or charter travel


Travel for companions

D
D

Tax 1ndemn1f1cat1on
and gross-up payments
D1scret1onaryspending account

Housing allowance or residence for personal use


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

b If any of the boxes on line 1a are checked, d1d the organ1zat1onfollow a written policy regarding payment or
reimbursement or prov1s1onof all of the expenses described above? If 'No,' complete Part Ill to explain

1b

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 in line 1a?

Indicate which, 1fany, of the following the organ1zat1on uses to establish the compensation of the organ1zat1on's
CEO/Executive Director. Check all that apply

Compensation committee

Independent compensation consultant

[X]

Form 990 of other organ1zat1ons

Written employment contract

[X]
[X]

Approval by the board or compensation committee

Compensation survey or study

During the year, d1d any person listed 1n Form 990, Part VII, Section A, line 1a, with respect to the filing
organ1zat1onor a related organ1zat1on.

a Receive a severance payment or changeofcontrol payment from the organ1zat1onor a related organ1zat1on?

4a

b Part1c1pate1n,or receive payment from, a supplemental nonquahf1ed retirement plan?

4b

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

4c

X
X
X

If 'Yes' to any of lines 4ac, 11stthe persons and provide the applicable amounts for each item 1n Part Ill.

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

must complete lines 5-9.

For persons listed In Form 990, Part VII, Section A, line 1a, d1d the organ1zat1onpay 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 in Part Ill.

For persons listed in Form 990, Part VII, Section A, line 1a, d1d the organ1zat1onpay or accrue any compensation
contingent on the net earnings of:

a The organ1zat1on?
b Any related organ1zat1on?

6a
6b

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

For persons listed 1nForm 990, Part VII, Section A, line 1a, d1d the organ1zat1onprovide any nonf1xed payments
not described 1nlines 5 and 6? If 'Yes," describe in Part Ill

Were any amounts reported 1n Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the
1n1t1al
contract exception descnbed 1nRegulations section 53.49584(a)(3)? If 'Yes,' describe 1nPart Ill

If 'Yes' to line 8, d1d the organ1zat1onalso follow the rebuttable presumption procedure described in
Reaulat1ons section 53.49586/cl?

LHA For Paperwork Reduction Act Notice, see the Instructions

for Form 990.

Schedule J (Form 990) 2010

032111
12-21-10

10001109

133855

AEA

2010.04050

26
AMERICAN ENERGY ALLIANCE

AEA

AMERICAN ENERGY ALLIANCE


Schedule J (Form 990) 2010
Part If I Officers, Directors, Trustees, Key Employees, and Hi_g_hestCompensated Employ~s.

26-2731617

Paqe2

Use d_upl1catecopies If add1t1onalspace 1sneeded.

For each 1nd1v1dualwhose compensation must be reported in Schedule J, report compensation from the organ1zat1onon row (1)and from related organ1zat1ons,descnbed 1nthe 1nstruct1ons,on row (11).
Do not 11stany 1nd1v1duals
that are not listed on Form 990, Part VII
Note. The sum of columns (8)(1)(111)
must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(8) Breakdown of W2 and/or 1099-MISC compensation
(A) Name

(i)
1

THOMAS PYLE

(iii

LISA

(ii)

(i)

WALLACE

(i) Base
compensation

(ii) Bonus &


1ncent1ve
compensation

81,135.
137,715.
38,451.
105,599.

3,707.
6,293.
1,335.
3,665.

(iii) Other
reportable
compensation

o.
0.
0.
0.

(C)
Retirement and
other deferred
compensation

0.
0.
0.

o.

(0)
Nontaxable
benefits

6,824.
10,447.
3,241.
8,027.

(E)
Total of columns
(8)(1)(D)

91,666.
154,455.
43,027.
117,291.

(F)
Compensation
reported in prior
Form 990 or
Form 990-EZ

0.
0.
0.
0.

(i)
3

(iii

(ii)

(ii)

(ii)

(ii)

(iii

(ii)

10

(ii)

11

(iii

12

(iii

13

(iii

14

(iii

15

(iii

16

(ii)

(i)
(i)
(i)
(i)
(i)
(i)
(i)
(i)
(i)
(i)
(i)
(i)
(i)
Schedule J (Form 990) 2010
032112 12-21-10

27

- (Form ~90 or 990-EZ)

Opento~ic
lnspection
Employer identification

Name of the 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,

2010

Complete to provide information for responses to specific questions on


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

Department of the Treasury


Internal Revenue Service

FORM 990,

0MB No 1545-0047

Supplemental Information to Form 990 or 990-EZ

SCHEDULEO

LINE 1,

FOR ENERGY RESEARCH.

DESCRIPTION OF ORGANIZATION MISSION:

RELIABLE ENERGY.

FORM 990,

PART III,

LINE 4D, OTHER PROGRAMSERVICES:

OTHER PROGRAMDEVELOPMENT
EXPENSES$

1,062.

FORM 990,

PART VI,

INCLUDING GRANTS OF$

0.

REVENUE$

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

AMERICAN ENERGY ALLIANCE IS APPOINTED BY THE INSTITUTE

FORM 990,

0.

PART VI,

SECTION B, LINE 11:

FOR ENERGY RESEARCH.

THE FORM 990 WAS PREPARED BY AN

OUTSIDE CPA FIRM AND REVIEWED BY MANAGEMENTFOR ACCURACY.


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

THE FORM 990 WAS


THE FORM 990

WAS REVIEWED AND SIGNED BY THE PRESIDENT AND FILED.

FORM 990,

PART VI,

SECTION B, LINE 12C:

AS A GENERAL RULE, THE

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

IF MANAGEMENTOR THE BOARD OF DIRECTORS BELIEVE A CONFLICT OF

INTEREST EXISTS,

THE CONFLICT OF INTEREST POLICY PROVIDES FOR SPECIFIC

PROCEDURES TO ADRESS THE CONFLICT.


INCLUDE OFFICERS,
POWERS.

INDIVIDUALS COVERED UNDER THIS POLICY

DIRECTORS AND A MEMBEROF A COMMITTEE WITH BOARD DELGATED

CONFLICTS WHICH MUST BE REPORTED INCLUDE TRANSACTIONS WITH THESE

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

Schedule O (Form 990 or 990-EZ) (2010)

032211
01-24-11

10001109

133855

AEA

2010.04050

28
AMERICAN ENERGY ALLIANCE

AEA

Schedule O Form 990 or 990-E

2010
Employer identification

Name qf the organization

26-2731617

AMERICAN ENERGY ALLIANCE


INDIVIDUALS,

MEMBERS OF THER FAMILY, ENTITIES

IN WHICH THEY HAVE AN

INVESTMENT IN OR RECEIVE COMPENSATION FROM, AND ANY RELATIONSHIPS


THE BOARD OF DIRECTORS,
A CONFLICT OF INTEREST.
THESE CONFLICTS.

Pa e2
number

IN ITS SOLE DISCRETION,

IN WHICH

BELIEVES MAY OR DOES CREATE

THE POLICY SETS FORCE A REQUIREMENT TO DISCLOSE

THE GOVERNING BOARD MAKES ALL DECISIONS

REGARDING THE

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


THE APPROPRIATE COURSE OF ACTION TO RESOLVE THE CONFLICT.

THE PARTY WITH

THE POTENTIAL CONFLICT MAY PRESENT HIS OR HER CASE TO THE BOARD OF
DIRECTORS, BUT MAY NOT BE INVOLVED IN THE DELIBERATION AND FINAL VOTE OR
ACTION OF THE BOARD OF DIRECTORS.

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


THE EMPLOYEE MANUAL. SIMILAR TO THE PROCESS DESCRIBED ABOVE, THE GOVERNING
BOARD AND/OR PRESIDENT MAKE ALL DECISIONS REGARDING THE DETERMINATION THAT
A CONFLICT IN FACT EXISTS AND THE BOARD OF DIRECTORS DETERMINES THE
APPROPRIATE COURSE OF ACTION TO RESOLVE THE CONFLICT.

THE PARTY WITH THE

POTENTIAL CONFLICT MAY PRESENT HIS OR HER CASE TO THE PRESIDENT AND/OR
BOARD OF DIRECTORS, BUT MAY NOT BE INVOLVED IN THE DELIBERATION AND FINAL
VOTE OR ACTION OF THE BOARD OF DIRECTORS.

FORM 990,

PART VI,

SECTION B, LINE 15:

THE COMPENSATION OF THE PRESIDENT

AND TOP MANAGEMENTIS DETERMINED BY THIER EMPLOYER, THE INSTITUTE


ENERGY RESEARCH, AND THE PRESIDENT'S

FOR

AND TOP MANAGEMENT'S SALARY IS

ALLOCATED TO THE ORGANIZATION BASED ON TIME AND ATTENDANCE RECORDS.

THE

PROCESS USED BY !ER TO DETERMINE THE COMPENSATION OF THE CEO IS BASED UPON
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

81~g~,
10001109

Schedule O (Form 990 or 990-EZ) (2010)

133855

AEA

2010.04050

29
AMERICAN ENERGY ALLIANCE

AEA

Schedule O Form 990 or 990E

Pa e2

2010
Employer identification

Name Qf the organization

AMERICAN ENERGY ALLIANCE

number

26-2731617

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

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 !ER.

FORM 990,

PART VI,

LINE 17,

LIST OF STATES RECEIVING COPY OF FORM 990:

AL,AK,AZ,CA,CO,CT,FL,GA,HI,IL,KS,KY,ME,MD,MA,MN,MS,MO,NJ,NY,NC,ND,OH,OK,OR
PA,RI,SC,TN,UT,VA,WA,WV,WI,AR

FORM 990,

PART VI,

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,

FORM 990,

WHETHER TO RELEASE THESE DOCUMENTSTO AN OUTSIDE PARTY.

PART XII,

LINE 2C

032212
01-24-11

10001109

Schedule O (Form 990 or 990-EZ) (2010)

133855

AEA

2010.04050

30
AMERICAN ENERGY ALLIANCE

AEA

Schedule O Form 990 or 990-E

Pa e2

2010
Employer identification

Name of the organ1zat1on

AMERICAN ENERGY ALLIANCE

number

26-2731617

NO CHANGE FROM PRIOR YEAR

032212
01-24-11

10001109

Schedule O (Form 990 or 990-EZ) (2010)

133855

AEA

2010.04050

31
AMERICAN ENERGY ALLIANCE

AEA

0MB No 1545-0047

Related Organizations and Unrelated Partnerships

SCHEDULER
(Form 990)

2010.

.... Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
.... Attach to Form 990.
.... See separate instructions.

Department of the Treasury


Internal Revenue Service

Open to Public
lnspilc;:tion

Name of the organization

Employer identification

AMERICAN ENERGY ALLIANCE


Partl

Part ll

Identification

of Disregarded

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

(a)

(b)

Name, address, and EIN


of disregarded entity

Primary act1v1ty

Identification of Related Tax-Exempt


organ1zat1ons during the tax year.)

032161
12-21-10

LHA

(d)

(e)

(f)

Total income

Endofyear assets

Direct controlling
entity

(c)
Legal dom1c1le(state or
foreign country)

Organizations

(Complete 1fthe organ1zat1onanswered 'Yes' to Form 990, Part IV, line 34 because 1t had one or more related tax-exempt

(a)

(b)

(c)

(d)

(e)

(f)

Name, address, and EIN


of related organ1zat1on

Primary act1v1ty

Legal dom1c1le(state or

Exempt Code
section

Public chanty
status (If section
501 (c)(3))

Direct controlling
entity

INSTITUTE FOR ENERGYRESEARCH- 76-0149778


1100 H STREET NW SUITE 400
WASHINGTON DC 20005

For Paperwork

Reduction

numbj;!r

26-2731617

Act Notice, see the Instructions

foreign country)

EDUCATIONAL

PISTRICT OF COLUMBIA:,Ol(C)(3)

509 (A)( 2)

(g)
Section 512(b)(13)
controlled
entity?

Yes

N'A

No

Schedule R (Form 990) 2010

for Form 990.

32

AMERICAN ENERGY ALLIANCE

ScheduleR(Form990)2010

Part Ill

Part

IV

Identification
of Related Organizations Taxable as a Partnership
organ1zat1ons treated as a partnership durrng the tax year.)
(al

(bl

Name, address, and EIN


of related organ1zat1on

Prrmary act1v1ty

(cl)

(cl
Legal
dom1c1le
(state or
foreign
country)

Direct controlling
entity

Identification of Related Organizations Taxable as a Corporation


organ1zat1ons treated as a corporation or trust durrng the tax year.)

032162 1221-10

26-2731617

Page2

(Complete 1fthe organ1zat1on answered "Yes" to Form 990, Part IV, line 34 because 1t had one or more related
(i)

(el

(f)

(gl

(hi

Predomrnant rncome
(related, unrelated,
excluded from tax under
sections 512-514)

Share of total
income

Share of
endofyear
assets

D1sproport1onate allocabons?

Yes

No

(j)

(k)

General or Percentage
Code VUBI
amount 1n box managing ownership
20 of Schedule ~~
K1 (Form 1065) lfe~ No

or Trust (Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 34 because 1t had one or more related

(a)

(b)

(c)

Name, address, and EIN


of related organ1zat1on

Prrmary act1v1ty

Legal dom1c11e
(state or
foreign
country)

33

(cl)
Direct controlling
entity

(e)

(f)

(g)

(h)

Type of entity
(C corp, S corp,
or trust)

Share of total
income

Share of
endofyear
assets

Percentage
ownership

Schedule

R (Form 990) 2010

Schedule R (Form 990) 2010

PartV

AMERICAN

ENERGY

2 6-2 7 3161 7

ALLIANCE

Transactions With Related Organizations (Complete 1fthe organrzat1onanswered 'Yes' to Form 990, Part IV, line 34, 35, 35a, or 36.)

Note. Complete line 1 1fany entrty rs lrsted rn Parts II, Ill, or IV of thrs schedule
1 During the tax year, did the organrzatron engage 1nany of the following transactions wrth one or more related organ1zatronslisted rn Parts IHV?

Yes

1b

c Gift, grant, or caprtal contribution from other organrzat1on(s)

1c

d Loans or loan guarantees to or for other organrzat1on(s)

1d

e Loans or loan guarantees by other organ1zatron(s)

1e

Sale of assets to other organrzatron(s)

h Exchange of assets

1Q
1h

Lease of facrht1es,equipment, or other assets to other organrzat1on(s)

1i

Lease of facrlit1es,equrpment, or other assets from other organ1zat1on(s)

X
X
X

1i

k Performance of services or membership or fundra1s1ngsolrc1tat1onsfor other organrzatron(s)


I

X
X
X
X

1f

g Purchase of assets from other organrzatron(s)

1k

Performance of services or membership or fundra1srngsolrc1tatronsby other organ1zatron(s)

11

m Sharing of fac1ht1es,equrpment, marling lists, or other assets

1m

n Sharing of pard employees

1n

X
X

o Reimbursement pard to other organrzat1onfor expenses

1o
1p

p Reimbursement paid by other organrzatron for expenses


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

1a
1r

Other transfer of cash or propertv from other organrzat1on(s)


y
If
...

..

(a)
Name of other organrzat1on

r-

(b)
Transaction
type (a-r)

. ...

,--

--

(c)
Amount involved

111INSTITUTE

FOR

ENERGY

RESEARCH

193,869.

121 INSTITUTE

FOR

ENERGY

RESEARCH

29,557.

INSTITUTE

FOR

ENERGY

RESEARCH

30,209.

131OFFICE

SPACE

WAS

DONATED

IN

(PART

2009)

- -

~-

--

.-

No

X
X
X
X
X

1a

a Recerpt of (i) interest (ii) annurtres (iii) royalties or (iv) rent from a controlled entrty
b Grft, grant, or caprtal contribution to other organrzatron(s)

Page 3

X
X

-- --

(d)

Method of determining
amount involved

OF

{41
{51
(61
032163 12-21-10

34

Schedule R (Form 990) 2010


ScheduleR(Form990l2010

Part VI

AMERICAN ENERGY ALLIANCE

Unrelated Organizations

26-2731617

Page4

Taxable as a Partnership (Complete If the organ1zat1onanswered 'Yes' to Form 990, Part IV, line 37 .)

Provide the following information for each entity taxed as a partnership through which the organ1zat1onconducted more than five percent of its act1v1t1es(measured by total assets or gross revenue).
that was not a related organ1zat1on See instructions regarding exclusion for certain investment partnerships.
(a)

(b)

(c)

(d)

(e)

(f)

(g)

(h)

Name, address, and EIN


of entity

Primary act1v1ty

Legal dom1c1le
(state or foreign
country)

Are all partners


,ectron 501 (c)(3
organ1zat1ons?

Share of end-of
year assets

D1spropore
tJonate
allocat1ons?

CodeV-UBI
amount 1nbox 20
of Schedule K-1
(Form 1065)

General or
managing
oartner?

Yes

No

Yes

No

Yes

No

Schedule R (Form 990) 2010


032164
12-21-10

35

Schedule R Form 990 2010


AMERICAN
Part VII Supplemental Information

ENERGY ALLIANCE

2 6-2 7 3161 7

Pa e 5

Complete this part to provide add1t1onal1nformat1onfor responses to questions on Schedule R (see 1nstruct1ons).

Schedule R (Form 990) 2010

12-21-10

36
10001109

133855

AEA

2010.04050

AMERICAN

ENERGY ALLIANCE

AEA

Form 8868 (Rev.12011)

Page 2

....00

If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II and check this box
Note. Only complete Part II 1fyou have already been granted an automatic 3-month extension on a previously filed Form 8868.
If you are filing for an Automatic 3-Month Extension, complete only Part I (on page 1).

I Part II

Additional (Not Automatic) 3-Month Extension of Time. Only file the original (no copies needed).
Name of exempt organization

Type or
print
FIieby

~ERICAN
the

ENERGY ALLIANCE

number

26-2731617

Number, street, and room or suite no. If a P.O. box, see 1nstruct1ons.

extended
duedatelcr
tiling your

Employer identification

1100

return see

H STREET, NW, NO. 400

City, town or post office, state, and ZIP code. For a foreign address, see 1nstruct1ons.

Instructions
WASHINGTON,

DC

20005

Enter the Return code for the return that this appl1cat1on1sfor (file a separate application for each return)
Return

Application

Code

Is For

Application

Return

Is For

Code

01

Form 990

Form 990BL

02

Form 1041A

08

Form990EZ

03

Form 4720

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

04
05

Form 5227
Form 6069

09
10

Form 990T (trust other than above\

06

Form 8870

11
12

STOPI Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868.
Thebooksare1nthecareof
Telephone No. I),,

I),,

THE ORGANIZATION
1100 H STREET, NW, NO. 400

2 0 2 -6 2 1-2 9 4 0

FAX No. I),,

- WASHINGTON, DC 20005

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

If the organ1zat1ondoes not have an office or place of business 1nthe United States, check this box

If this 1sfor a Group Return, enter the organ1zat1on'sfour d1g1tGroup Exemption Number (GEN)

box I),, D.
If 1t1sfor part of the group, check this box I),, D
4
I request an add1t1onal3month extension of time until

I),,

and attach a 11stwith the names and EINs of all members the extension 1sfor.

NOVEMBER15 , 2 0 11.

5
6

For calendar year 2 0 1 0 , or other tax year beginning


, and ending
--..=o=r-l-n-,t-1a-lr-e-turn
D..--Fi-ln_a_l
_re_t_ur_n
_______
If the tax year entered In line 5 IS for less than 12 months-.-c-he_c_k_r_e-as_o_n_

State 1ndetail why you need the extension

. If this ts for the whole group, check this

Change 1naccounting period

ADDITIONAL TIME IS NEEDED TO COMPLETE THE AUDIT OF THE FINANCIAL


STATEMENTS AND TOGATHER INFORMATION NECESSARY TO PREPARE A COMPLETE
AND ACCURATE RETURN.
Ba If this appl1cat1on1sfor Form 990BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits See instructions.

0.

8b

0.

Be

0.

Ba

If this application 1sfor Form 990PF, 990T, 4 720, or 6069, enter any refundable credits and estimated
tax payments made. Include any prior year overpayment allowed as a credit and any amount paid
previously with Form 8868.
Balance due. Subtract line Sb from line Ba. Include your payment with this form, 1frequired, by using
EFTPS (Electronic Federal Tax Payment System). See instructions.

,::..__

Signature and Verification


I declarethat I haveexaminedthis form, includingaccompanying
schedulesand statements,and to the bestof my knowledgeandbelief,
ra11"""'Dl'!m111,te,
andthat I am authorizedto preparethis form.
Title I),,

PPE:5HGKN'.[J~

Date I),,

fs-14-1/
Form 8868 (Rev. 12011)

023842
01-24-11

11180815

133855

AEA

2010.04010

AMERICAN ENERGY ALLIANCE

AEA

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