Advanced Energy Institute (AEI)

Advanced Energy Institute (AEI), formerly the Advanced Energy Economy Institute (AEEI), is a branch of the left-of-center Advanced Energy Economy (AEE). AEI performs research to support its advocacy for environmentalist policy in coordination with AEE. 1

At-A-Glance

Formation:

2009

Board Chair:

Sudeen Kelly

Location: Washington, DC View on map
Tax ID: 80-0373801
Most Recent Filing: 2024
Budget (2024): Assets: $16,997,435 Revenue: $8,625,467 Expenses: $13,673,501

Contents

    AEI’s board of directors overlaps with the boards of directors for AEE and Advanced Energy Works (AEW). As AEE’s affiliate, AEI helps advocates for environmentalist policy that subsidizes the expansion of businesses using environmentalist energy or operating in environmentalist energy sectors. 1

    Background

    Founded in 2009, Advanced Energy Institute (AEI) was originally named the Clean Economy Network Education Fund until it became affiliated with the business league Advanced Energy Economy as its charitable arm. 2 Following this, it was renamed the Advanced Energy Economy Institute, and as of 2024 the organization changed its name again to the AEI. 1 It is also affiliated with AEW, the lobbying branch of AEE. Before becoming an affiliate of AEE, Clean Economy Network Education Fund worked with businesses to become members of the fund and coordinate advocacy for environmentalist policy. 3

    Tom Steyer founded AEE in 2011 with about 700 companies as the first trade group that includes multiple environmentalist energy sectors. It was created so there could be more environmentalist policy advocacy by trade groups that included multiple sectors as opposed to one. 4

    Resources and Advocacy

    The website for the Advanced Energy Institute (AEI) offers various resources that provide information about environmentalism and how it envisions environmentalist energy could replace conventional energy. The organization’s resources all link to Advanced Energy Economy’s website and sponsored resources, including reports, webinars, a program called PowerSuite, and a blog. 5

    AEE’s reports, webinars, and blog provide information advocating for the economic benefits for using environmentalist energy. As a business league, AEE provides resources that support its advocacy for government spending on environmentalist energy sectors in which its members operate. 6

    In 2017, then-State Senator Kevin De Leon (D-Los Angeles) cited a report by then-AEEI in a speech to support the argument that there are 10 times as many environmentalist energy workers in California as there are coal miners in the entire country. The left-of-center fact-checking organization PolitiFact found that the report provides an “elusive” number, is problematic, and needs further clarification based on which workers it includes in the statistic. 7

    Insight Engine

    Advanced Energy Institute’s (AEIs) website directs users to its “Insight Engine,” formerly called its “PowerPortal,” as one of its resources. 5 8
    Insight Engine is AEE’s SaaS database platform that automatically collects legislation data related to energy policy at the regional, state, and federal agencies, including both houses of the United States Congress. 9 It contains over 80 million regulatory filings, 1 million legislative issues, and 200 regulatory and utility profiles. 10 8

    Leadership

    Sudeen Kelly is the board chair for Advanced Energy Institute (AEI), as well as a partner with Jenner & Block law firm. She previously served as a member of the Federal Energy Regulatory Commission during the George W. Bush and Obama Administrations, worked as a lawyer for both the Environmental Protection Agency (EPA) and the Natural Resources Defense Council (NRDC), and was a legislative aid for then-Senator Senator Jeff Bingaman when he was a ranking member of the Senate Energy & Natural Resources Committee. 1

    Financials

    In 2009 and 2010, the organization, then titled the Advanced Energy Economy Institute (AEEI), reported $1,750,027 in combined revenue. 11 After becoming an affiliate of Advanced Energy Economy, AEEI reported an average annual revenue of $5,615,261 between 2011 and 2022. 12

    In 2019, then-AEEI reported paying $3,181,819 in salaries and other compensation out of its $4,466,549 in total expenses. 13

    According to the AEI’s 2022 990 form, the organization reported $7,914,899 in revenue, $7,249,048 in expenses, and $9,540,786 in total assets. 14

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2024 $16,997,435 $8,625,467 $13,673,501 View
    2023 $19,995,175 $21,329,832 $9,764,948 View
    2022 $9,540,786 $7,914,899 $7,249,048 View
    2021 $6,391,509 $7,173,171 $5,579,566 View
    2020 $5,253,245 $5,176,077 $4,573,904 View

    Prior year filings: 2019, 2018, 2016, 2015, 2014, 2013, 2012, 2011, 2010

    Revenue Detail

    Expenses Detail

    Employee Compensation

    Highest Earning Employees

    EmployeeTitleTotal Compensation
    Heather O'NeillCEO & President$332,892
    Ryan KatofskySr. Fellow, Content and Education$182,270
    Caitlin KleinManaging Director$176,073
    Patricia DemeterManaging Director$172,077
    Jeremy McDiarmidGeneral Counsel$158,660
    Hannah PolikovManaging Director$151,414
    Harrison GodfreyManaging Director$149,540
    Allison IngramTreasurer$79,890

    Grant Activity

    All-time grants received statistics from Candid dataset:

    • Total Grant Value: $71,139,989
    • Number of Grants: 180
    • Number of Funders: 55

    Selection of highest value grants received from the last seven years:

    AmountYearFunderSubject
    $3,500,0002024 New Venture FundCONSERVATION AND CLIMATE
    $3,000,0002023 New Venture FundCONSERVATION AND CLIMATE
    $2,878,0002023 United States Energy FoundationTO SUPPORT EDUCATION AND OUTREACH TO BUILD A CLEAN ENERGY FUTURE. GENERAL OPERATING SUPPORT. TO PROMOTE EDUCATION AND ANALYSIS ON THE BENEFITS OF CLEAN TRANSPORTATION.
    $2,500,3882024 Sergey Brin Family FoundationENERGY INITIATIVES
    $2,500,0522023 Sergey Brin Family FoundationCLEAN ENERGY INITIATIVES
    $2,451,7882022 United States Energy FoundationTO PROMOTE EDUCATION AND ANALYSIS ON THE BENEFITS OF CLEAN TRANSPORTATION.
    $2,378,5002020 United States Energy FoundationTO SUPPORT EDUCATION AND OUTREACH TO BUILD A CLEAN ENERGY FUTURE.
    $2,063,5002021 United States Energy FoundationTO SUPPORT EDUCATION AND OUTREACH TO BUILD A CLEAN ENERGY FUTURE. TO PROMOTE EDUCATION AND ANALYSIS ON THE BENEFITS OF CLEAN TRANSPORTATION.
    $1,970,0002024 United States Energy FoundationTO PROMOTE EDUCATION AND ANALYSIS ON THE BENEFITS OF CLEAN TRANSPORTATION. TO SUPPORT EDUCATION AND OUTREACH TO BUILD A CLEAN ENERGY FUTURE. GENERAL OPERATING SUPPORT.
    $1,400,0002023 Combined Jewish Philanthropies of Greater Boston, Inc.DAF – Environment
    $1,150,0002023 Climate Imperative FoundationTo support the transition from fossil fuels to clean energy
    $1,100,0002024 Climate Imperative FoundationENVIRONMENTAL PROTECTION
    $1,000,1832024 Sergey Brin Family FoundationENERGY INITIATIVES
    $900,0002024 The Heising-Simons Foundationto reform wholesale power markets, expand transmission, engage in utility planning in key states ($800,000), and defend clean energy tax credits ($100,000).
    $900,0002021 Combined Jewish Philanthropies of Greater Boston, Inc.DAF – Environment
    $850,0002021 Catena FoundationCLEAN ENERGY – WESTERN RTO, WESTERN PUC, AND TAEBA & DRIVING FEDERAL CLIMATE ACTION VIA STATES
    $801,4132022 Advanced Energy United IncProgram Support
    $800,0002023 The Heising-Simons Foundationto reform wholesale power markets, expand transmission, and engage in utility planning in key states
    $800,0002022 The Heising-Simons Foundationto advance wholesale power market reform, transmission expansion, and utility regulatory reform
    $750,0002023 MultiplierTRANSMISSION SOLUTIONS FOR A CLEAN ENERGY FUTURE
    $700,0002020 Combined Jewish Philanthropies of Greater Boston, Inc.DAF – Environment
    $650,0002022 Catena FoundationCLEAN ENERGY – WESTERN RTO, WESTERN PUC, AND TAEBA & DRIVING FEDERAL CLIMATE ACTION VIA STATES
    $600,0002024 MultiplierTRANSMISSION SOLUTIONS FOR A CLEAN ENERGY FUTURE
    $555,0432021 Advanced Energy United IncProgram Support
    $500,0002022 Climate Imperative FoundationTO SUPPORT THE TRANSITION FROM FOSSIL FUELS TO CLEAN ENERGY

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $1,606,268
    • Number of Grants: 34
    • Number of Recipients: 16

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $200,0002024 RMISubgrant for Analysis and Strategic Support.
    $30,0002021 Clean Energy Economy MinnesotaState Federal Climate Initiative Education
    $30,0002021 Energy Innovation Business CouncilState/Federal Advocacy
    $25,0002022 Institute for Energy InnovationGeneral support
    $22,5002021 National Conference of State Legislatures2021 Sponsorship & Energy Supply Task Force
    $10,0002021 State Legislative Leaders Foundation Inc2021 NCEL National Forum, July 29-30 online
    $7,0002020 Institute for Energy InnovationEDUCATE POLICY MAKERS ON ADVANCED ENERGY IN MI
    $5,5002021 National Association of Regulatory Utility Commissioners2021 sponsorship and support

    References

    1. “Who We Are.” Advanced Energy Institute, Accessed February 5, 2024. https://www.aeeinstitute.org/board-of-directors
    2. Return of Organization Exempt from Income Tax (Form 990). Clean Economy Network Education Fund. 2009. Box F.
    3. Return of Organization Exempt from Income Tax (Form 990). Clean Economy Network Education Fund. 2009. Part III, Section 4.
    4. Jaffe, Mark. “Alternative-Energy ‘Chamber of Commerce’ Launched in Denver.” The Denver Post. The Denver Post, November 7, 2011. https://www.denverpost.com/2011/11/07/alternative-energy-chamber-of-commerce-launched-in-denver/.
    5. Advanced Energy Economy Institute. (n.d.). Resources. AEEI. https://www.aeeinstitute.org/digital-resources.
    6. “Advocacy: Advanced Energy Manufacturing and Infrastructure.” AEE. Advanced Energy Economy. Accessed May 20, 2021. https://www.aee.net/manufacturing-infrastructure.
    7. Nichols, Chris. “PolitiFact – Do California’s Clean Energy Jobs Equal 10 Times the Nation’s Coal Mining Jobs?” @politifact. Poynter Institute, June 2, 2017. https://www.politifact.com/factchecks/2017/jun/02/kevin-de-leon/does-california-have-10-times-many-clean-energy-jo/.
    8. “Advanced Energy Institute Resources.” Advanced Energy Institute, Accessed February 5, 2024. https://www.aeeinstitute.org/digital-resources?hsCtaTracking=fbe94540-17c3-4279-b44b-5da9aa21d682%7C57c47d69-097f-411f-b644-23c56ac6500b
    9. “PowerSuite Data Coverage and Update Frequency.” AEE PowerSuite Help Center. Accessed February 23, 2021. http://help-powersuite.aee.net/en/articles/702563-powersuite-data-coverage-and-update-frequency.
    10. Fitz, Eric. “Eric Fitz.” LinkedIn. Accessed February 23, 2021. https://www.linkedin.com/in/ehfitz/.
    11. Return of Organization Exempt from Income Tax (Form 990). Clean Economy Network Education Fund. 2010. Line 12.
    12. Return of Organization Exempt from Income Tax (Form 990). Advanced Energy Economy Institute. 2011-2022. Line 12.
    13. Return of Organization Exempt from Income Tax (Form 990). Advanced Energy Economy Institute. 2019. Lines 15 and 18.
    14. Return of Organization Exempt from Income Tax (Form 990). Advanced Energy Institute. 2022. https://projects.propublica.org/nonprofits/organizations/800373801/202332439349301208/full