Totals
- Total revenue
- $3,304,802
- Total expenses
- $3,624,625
- Contributions and grants received
- $3,299,090
- Grants paid
- $752,000
- Program services expenses (Part IX)
- $2,866,239
- Management and general expenses
- $467,344
- Fundraising expenses
- $291,042
- Program service expenses (Part III)
- $2,866,239
Program services were 79.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
THOMAS J PYLE
PRESIDENT
- Total calculated
- $410,126
- From this org
- $206,547
- From related orgs
- $167,293
- Other
- $36,286
- Hours/week
- 27 + 23 related
Schedule J breakdown matched by us
- Base
- $206,547 + $167,293 related
- Bonus
- $0
- Other
- $0
- Deferred
- $3,978 + $3,222 related
- Nontaxable benefits
- $16,070 + $13,016 related
- Filer's total
- $226,595 + $183,531 related
-
WAYNE GABLE
DIRECTOR/CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JAMES H CLARKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
PHIL KERPEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOHN PETERSON
DIRECTOR (UNTIL 04/2022)
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT L BRADLEY JR
CHIEF EXECUTIVE OFFICER/FOUNDER
- Total calculated
- $188,299
- From this org
- $9,372
- From related orgs
- $161,028
- Other
- $17,899
- Hours/week
- 3 + 47 related
Schedule J breakdown matched by us
- Base
- $9,372 + $161,028 related
- Bonus
- $0
- Other
- $0
- Deferred
- $253 + $4,347 related
- Nontaxable benefits
- $731 + $12,568 related
- Filer's total
- $10,356 + $177,943 related
-
LISA WALLACE
SENIOR VP/SEC/TREASURER
- Total calculated
- $276,384
- From this org
- $115,630
- From related orgs
- $129,090
- Other
- $31,664
- Hours/week
- 25 + 25 related
Schedule J breakdown matched by us
- Base
- $115,630 + $129,090 related
- Bonus
- $0
- Other
- $0
- Deferred
- $3,402 + $3,798 related
- Nontaxable benefits
- $11,559 + $12,905 related
- Filer's total
- $130,591 + $145,793 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- AEA SHARES STAFF, FACILITIES AND OTHER EXPENSES WITH THE INSTITUTE FOR ENERGY RESEARCH (IER), A RELATED 501(C)(3) ORGANIZATION. IER SERVES AS THE COMMON PAYMASTER AND ALL EMPLOYEES ARE EMPLOYEES OF IER INCLUDING INDIVIDUALS REQUIRED TO BE LISTED ON SCHEDULE J. AEA REPORTS ITS ALLOCABLE SHARE OF SALARIES, PAYROLL TAXES, AND BENEFITS, AS REQUIRED, IN THE FORM 990 AND RELATED SCHEDULES. THE PROCESS USED BY IER TO DETERMINE THE COMPENSATION OF THE PRESIDENT IS BASED UPON COMPARABLE SALARIES FOR EXECUTIVES WITH SIMILAR EXPERIENCE AND RESPONSIBILITIES IN THE NONPROFIT SECTOR AND IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE REPORTS TO THE BOARD OF DIRECTORS 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 MANAGEMENT ARE ALSO BASED ON COMPARABLE SALARIES OF SENIOR LEVEL MANAGERS IN THE NONPROFIT SECTOR USING FORM 990'S FROM COMPARABLE ORGANIZATIONS AS WELL AS PUBLISHED SALARY SURVEYS. 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 DOCUMENTS NOTING THE APPROVED SALARIES ARE MAINTAINED AT THE CORPORATE HEADQUARTERS OF IER.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$752,000
PROGRAM AND SUPPORTING SERVICES.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · EDUCATIONAL · TX
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 21 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202332659349300333
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