AEIC Center for Operational Excellence
Nonprofit profile at a glance
- EIN
- 933311491
- IRS 990 coverage
- 2024–2024
- Forms available
- Form 990 2024, Form 990-N 2023
- Location
- Washington, DC, USA
- Phone
- 7202548020
- Rating
- 74
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Research Institutes and Public Policy Analysis
Reported finances
- Revenue
- $170,944
- Expenses
- $132,059
- Assets
- $312,452
- Liabilities
- $273,567
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- Robert Sanchez outgoing (President)
- Jacob Tetlow incoming (President)
People named in this filing
- Robert Sanchez outgoing (President)
- Tom Falcone outgoing (Treasurer)
- Jacob Tetlow incoming (President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Through strategic workshops, AEIC member projects, publications, and other resources that are interconnected with our Integrated System Planning and Operations Data Strategy Framework, we strive to empower our industry to overcome operational challenges and harness opportunities. Our repository of resources emphasizes holistic approaches to data-driven decision-making, coordination, and impactful results that drive operational excellence.
What it reported doing in 2024
The Ops Center facilitated 2 in-person Workshops last year and provided public reports from the outcomes of both Workshops. In the first Workshop, participants explored real-world applications for inverter based resources, discussed emerging operational challenges, and examined the best practices for safely integratingBESS into utility systems. During the second Workshop, attendees shared innovative approaches to integrating distributed energy resources (DERs) while enhancing load forecasting accuracy. The discussions emphasized data exchange and interconnection challenges, fostering alignment between grid modernization goals and regulatory frameworks.
Operating model
- Revenue model
- Donor-supported. 62% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 62
- Transparency & Controls: 100
- Accountability: 82
- Sustainability: 63
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 58.7%; rating input score 59
- Program expense ratio: 76%; rating input score 76
- Fundraising efficiency: $9.64 raised per $1 spent on fundraising; rating input score 38; 38th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 4 of 7 controls in place; rating input score 57
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 22.7%; rating input score 76; 76th percentile among comparable filings
- Total-asset coverage ratio: 2.37; rating input score 63; 63rd percentile among comparable filings
- Liabilities to assets ratio: 0.88; rating input score 6; 6th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 58.7% of revenue deployed · 76% of spending went to programs
- Governance: 5 of 5 board members independent · 4 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $100K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 19 of 19 current checks pass
- Schedules: 4 filed schedules · includes major donors and related organizations
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 59/100.
- Review — Accountability: Governance controls: 2 of 6 not reported.
- Moderate — Financial Efficiency: Fundraising efficiency scored 38/100.
- High — Sustainability: Liabilities to assets ratio scored 6/100.