Totals
- Total revenue
- $6,502,891
- Total expenses
- $5,768,236
- Contributions and grants received
- $1,500,000
- Grants paid
- $567,505
- Program service revenue
- $4,965,595
- Investment income
- $15,943
- Other revenue
- $21,353
- Total assets, end of year
- $8,208,167
- Total liabilities, end of year
- $6,326,901
- Net assets or fund balances, end of year
- $1,881,266
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$1,500,000
-
2a · Program service revenue: Membership dues
total $2,907,097 · related or exempt $2,907,097
-
2b · Program service revenue: Subscription fees
total $1,696,518 · related or exempt $1,696,518
-
2c · Program service revenue: Sponsorships
total $283,330 · related or exempt $283,330
-
2d · Program service revenue: Registration fees
total $78,650 · related or exempt $78,650
-
3 · Investment income
total $19,212 · excluded $19,212
-
7a · Gross sales of assets other than inventory
other assets $3,671
-
7b · Less cost or other basis and sales expenses
other assets $6,940
-
7c · Gain or loss
other assets -$3,269
-
7d · Net gain or loss
total -$3,269 · excluded -$3,269
-
11a · Other revenue: Other revenue
total $21,353 · excluded $21,353
-
11e · Other revenue, total
$21,353
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $567,505
-
5 · Compensation of officers, directors and key employees
total $471,901
-
7 · Other salaries and wages
total $2,422,130
-
8 · Pension plan contributions
total $85,769
-
9 · Other employee benefits
total $189,236
-
10 · Payroll taxes
total $344,040
-
11b · Fees: legal
total $4,615
-
11c · Fees: accounting
total $119,670
-
11d · Fees: lobbying
total $2,750
-
11g · Fees: other
total $27,750
-
12 · Advertising and promotion
total $131,379
-
13 · Office expenses
total $79,709
-
14 · Information technology
total $315,364
-
16 · Occupancy
total $105,750
-
17 · Travel
total $229,774
-
19 · Conferences, conventions and meetings
total $502,761
-
20 · Interest
total $2,549
-
22 · Depreciation, depletion and amortization
total $88,683
-
23 · Insurance
total $46,140
-
24a · Other expenses: Dues and subscriptions
total $26,728
-
24b · Other expenses: License and registratio
total $4,033
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $36,786 · end of year $868,660
-
2 · Savings and temporary cash investments
beginning of year $479,198 · end of year $724,839
-
4 · Accounts receivable
beginning of year $113,885 · end of year $49,557
-
9 · Prepaid expenses and deferred charges
beginning of year $235,721 · end of year $235,305
-
10a · Land, buildings and equipment: cost or other basis
$1,590,762
-
10b · Land, buildings and equipment: accumulated depreciation
$894,990
-
10c · Land, buildings and equipment, net
beginning of year $123,615 · end of year $695,772
-
15 · Other assets
beginning of year $3,126,585 · end of year $5,634,034
-
17 · Accounts payable and accrued expenses
beginning of year $1,091,416 · end of year $1,499,719
-
19 · Deferred revenue
beginning of year $1,877,763 · end of year $2,005,537
-
25 · Other liabilities
beginning of year $0 · end of year $2,821,645
-
27 · Net assets without donor restrictions
beginning of year $289,479 · end of year $435,812
-
28 · Net assets with donor restrictions
beginning of year $857,132 · end of year $1,445,454
Mission and programs · 2023
Mission
See Schedule O
Activities or mission (Part I)
To transform public policy to enable rapid growth of advanced energy businesses.
-
Membership: United provides a forum through which advanced energy businesses can convene, collaborate and take action on policy issues and economic opportunities that impact companies across the entire sector, regardless of the business model or technologies that they may employ.
-
Education and Communications: As the business voice of advanced energy, United uses a wide variety of communications and marketing platforms to educate the public and build awareness of the advanced technologies that companies are currently employing to provide secure, clean and affordable energy, and highlight the resulting economic benefits to the states and regions in which those companies are operating.
-
Driving technology adoption: United convenes, connects and engages policy makers, stakeholders and the public to take action on state and regional policies that promote a world that runs on secure, clean and affordable technology.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Megan Beuregard
Chair
- Total calculated
- $0
- Hours/week
- 1
-
Prasanna Venkatesan
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jeff Bishop
Director
- Total calculated
- $0
- Hours/week
- 1
-
Suzanne Leta
Director
- Total calculated
- $0
- Hours/week
- 1
-
Nathan Hanson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Amy Heart
Director
- Total calculated
- $0
- Hours/week
- 1
-
Travis Kavulla
Director
- Total calculated
- $0
- Hours/week
- 1
-
Brianne Miller
Director
- Total calculated
- $0
- Hours/week
- 1
-
Amith Kota
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sarah Webster
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mark Laabs
Director
- Total calculated
- $0
- Hours/week
- 1
-
Heather O'Neill
President & CEO
- Total calculated
- $229,156
- From this org
- $210,930
- From related orgs
- $0
- Other
- $18,226
- Hours/week
- 16
Schedule J breakdown matched by us
- Base
- $83,250
- Bonus
- $127,680
- Other
- $0
- Deferred
- $17,400
- Nontaxable benefits
- $826
- Filer's total
- $229,156
-
Robert Kreamer
CEO (Ending 02/23)
- Total calculated
- $115,073
- From this org
- $109,078
- From related orgs
- $0
- Other
- $5,995
- Hours/week
- 18
-
Allison Ingram
Treasurer, EVP Finance and Operation
- Total calculated
- $127,672
- From this org
- $101,586
- From related orgs
- $0
- Other
- $26,086
- Hours/week
- 16
-
Mike Breen
Sr. Software Developer
- Total calculated
- $183,525
- From this org
- $170,600
- From related orgs
- $0
- Other
- $12,925
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,850
- Bonus
- $4,750
- Other
- $0
- Deferred
- $11,574
- Nontaxable benefits
- $1,351
- Filer's total
- $183,525
-
Brenda Christopher
Lead Product Manager
- Total calculated
- $178,454
- From this org
- $159,685
- From related orgs
- $0
- Other
- $18,769
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $156,685
- Bonus
- $3,000
- Other
- $0
- Deferred
- $9,469
- Nontaxable benefits
- $9,300
- Filer's total
- $178,454
-
Paige Haskins
Full Stack Software Engineer
- Total calculated
- $157,725
- From this org
- $141,002
- From related orgs
- $0
- Other
- $16,723
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,002
- Bonus
- $3,000
- Other
- $0
- Deferred
- $8,645
- Nontaxable benefits
- $8,078
- Filer's total
- $157,725
-
Austin Schurg
Full Stack Software Developer
- Total calculated
- $145,021
- From this org
- $130,702
- From related orgs
- $0
- Other
- $14,319
- Hours/week
- 40
-
Jeremiah Holston
Sales Director
- Total calculated
- $145,342
- From this org
- $106,857
- From related orgs
- $0
- Other
- $38,485
- Hours/week
- 36
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, and on a Form 990-PF Part VIII's — 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
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- Part I, Line 3
- President & CEO's salary was initially determined by the Finance Committee and Board Chairman and included in her employment contract. The salary was determined based upon consultation with an outside recruiting firm and comparisons to other similar sized organizations and confirmed by an independent salary survey. The salary is annually approved by the Board Chairman for Advanced Energy United, Inc., Advanced Energy Institute and Counterspark, Inc.
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
-
$488,807
Program Support
-
$78,698
Program Support
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 16 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402959349301565
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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