l efile GRAPHIC p rint - DO NOT PROCESS Form As Filed Data - DLN: 93493312024603 OMB No 1545-0047 Return of Organization Exempt From Income Tax 990 Under section 501 (c), 527, or 4947( a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) 2012 Department of the Treasury Internal Revenue Service 1-The organization may have to use a copy of this return to satisfy state reporting requirements A For the 2012 calendar year, or tax year beginning 01 -01-2012 B Check if applicable , 2012, and ending 12-31-2012 C Name of organization EDISON ELECTRIC INSTITUTE INC D Employer identification number F Address change 13-0659550 Doing Business As F Name change 1 Initial return Number and street (or P 0 box if mail is not delivered to street address) Room/suite 701 PENNSYLVANIA AVE NW F_ Terminated E Telephone number (202)508-5000 ( - Amended return City or town, state or country, and ZIP + 4 WASHINGTON, DC 200042696 1 Application pending G Gross receipts $ 166,849,948 F Name and address of principal officer THOMAS R KUHN 701 PENNSYLVANIA AVE NW WASHINGTON,DC 200042696 I Tax-exempt status J Website : 1- WWW E E I O RG F_ 501(c)(3) F 501(c) ( 6 I (insert no ) H(a) Is this a group return for affiliates? (-Yes No H(b) Are all affiliates included?1 Yes(- No If "No," attach a list (see instructions) (- 4947(a)(1) or F_ 527 Group exemption number 0- H(c) K Form of organization F Corporation 1 Trust F_ Association (- Other 0- L Year of formation 1933 M State of legal domicile VA Summary 1 Briefly describe the organization's mission or most significant activities TO PROVIDE A FORUM FOR THE ELECTRIC UTILITY INDUSTRY 2 Check this box Of- if the organization discontinued its operations or disposed of more than 25% of its net assets 3 Number of voting members of the governing body (Part VI, line 1a) 4 Number of independent voting members of the governing body (Part VI, line 1 b) w . . . . 5 Total number of individuals employed in calendar year 2012 (Part V, line 2a) . . . . . . . . 6 Total number of volunteers (estimate if necessary) 7aTotal unrelated business revenue from Part VIII, column (C), line 12 b Net unrelated business taxable income from Form 990-T, line 34 . . . . . . . . . . . . . . 3 68 4 68 5 225 6 100 7a 701,997 7b Prior Year 8 Contributions and grants (Part VIII, line 1h) 0 0 Program service revenue (Part VIII, line 2g) 82,467,809 . . . 80,031,179 . . . 3,971,588 2,901,153 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0 12 Total revenue-add lines 8 through 11 (must equal Part VIII, column (A), line 12) . . . . . . . . . . . . . . . . . . . 84,002,767 85,368,962 1,307,394 1,903,458 0 0 35,742,587 37,606,588 0 0 40,404,152 43,263,798 77,454,133 82,773,844 6,548,634 2,595,118 9 N -250,299 Current Year 10 . . . . . Investment income (Part VIII, column (A), lines 3, 4, and 7d ) 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3 ) 14 Benefits paid to or for members (Part IX, column (A), line 4) 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 16a b LLJ . . Professional fundraising fees (Part IX, column (A), line 11e) Total fundraising expenses (Part IX, column (D), line 25) 0- 0 17 Other expenses (Part IX, column (A), lines h1a-11d, 11f-24e) . . . . 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 19 Revenue less expenses Subtract line 18 from line 12 Beginning of Current Year 20 Total assets (Part X, line 16) % 21 Total liabilities (Part X, line 26) ZLL 22 Net assets or fund balances Subtract line 21 from line 20 lijaW . . . . . . . . . Signature Block Under penalties of perjury, I declare that I have examined this return, includin my knowledge and belief, it is true, correct, and complete Declaration of preps preparer has any knowledge Sign Here Signature of officer JOHN S SCHLENKER TREASURER/CFO Type or print name and title Print/Type preparer's name KAREN GRIES Paid Pre pare r Use Only Firm's name Preparers signature 1- CLIFTONLARSONALLEN LLP Firm's address 0-4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON, VA 22203 May the IRS discuss this return with the preparer shown above? (see instructs For Paperwork Reduction Act Notice, see the separate instructions. . . . End of Year 101,575,280 108,317,308 85,621,820 94,643,065 15,953,460 13,674,243 Form 990 ( 2012) Page 2 Statement of Program Service Accomplishments Check if Schedule 0 contains a response to any question in this Part III 1 .F Briefly describe the organization 's mission EDISON ELECTRIC INSTITUTE INC IS THE ASSOCIATION OF AMERICA'S SHAREHOLDER-OWNED ELECTRIC UTILITIES THE INSTITUTE PROVIDES AUTHORITATIVE ANALYSIS AND CRITICAL INDUSTRY DATA TO ITS MEMBERS, CONGRESS, GOVERNMENT AGENCIES, THE FINANCIAL COMMUNITY, AND OTHER INFLUENTIAL AUDIENCES 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . . . fl Yes F No . . F Yes F7 No If"Yes,"describe these new services on Schedule 0 3 Did the organization cease conducting , or make significant changes in how it conducts , any program services? . . . . . . . . . . . . . . . . . . . . . . . . . . If"Yes,"describe these changes on Schedule 0 4 4a Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses Section 501(c)(3) and 501( c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue , if any, for each program service reported (Code ) ( Expenses $ including grants of $ ) (Revenue $ EDISON ELECTRIC INSTITUTE'S (EEI) ENVIRONMENTAL PROGRAM IS COMPRISED OF A HOST OF ACTIVITIES INVOLVING AIR QUALITY, GLOBAL CLIMATE, CLEAN WATER, CLEAN COAL TECHNOLOGIES, NATURAL RESOURCES, AND SITING AND PERMITTING AS THE ASSOCIATION OF SHAREHOLDER-OWNED ELECTRIC UTILITIES, THESE PROGRAMS AND ACTIVITIES RELATE TO THE EXEMPT PURPOSE OF EDISON ELECTRIC INSTITUTE 4b (Code ) ( Expenses $ including grants of $ ) (Revenue $ EEI'S ENERGY DELIVERY PROGRAM IS COMPRISED OF A HOST OF ACTIVITIES INVOLVING THE FEDERAL ENERGY REGULATORY COMMISSION (FERC) AND THE NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION (NERC) IT ALSO INCLUDES SECURITY (CYBER AND PHYSICAL), STORM RESILIENCY AND RESPONSE, AND TRANSMISSION ISSUES AS THE ASSOCIATION OF SHAREHOLDER-OWNED ELECTRIC UTILITIES, THESE PROGRAMS AND ACTIVITIES RELATE TO THE EXEMPT PURPOSE OF EDISON ELECTRIC INSTITUTE 4c (Code ) (Expenses $ including grants of $ ) (Revenue $ EEI'S FINANCE AND TAX PROGRAM IS COMPRISED OF A HOST OF ACTIVITIES INVOLVING WALL STREET OUTREACH, TAX ISSUES, FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUES, FINANCIAL ACTIVITIES AND STUDIES AS THE ASSOCIATION OF SHAREHOLDER-OWNED ELECTRIC UTILITIES, THESE PROGRAMS AND ACTIVITIES RELATE TO THE EXEMPT PURPOSE OF EDISON ELECTRIC INSTITUTE 4d Other program services ( Describe in Schedule 0 ) (Expenses $ 4e including grants of $ ) (Revenue $ Total program service expenses 1Form 990 (2012) Form 990 (2012) Page 3 Checklist of Required Schedules Yes 1 Is the organization described in section 501(c)(3) or4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A . . . . . . . . . . . . . . . . . . . . . . . 1 2 No 2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions )? 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes,"complete Schedule C, Part I . . . . . . . . . 3 4 Section 501 ( c)(3) organizations . Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes,"complete Schedule C, Part II . . . . . . . 4 5 Is the organization a section 501 (c)(4), 501 (c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIS . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes,"complete Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . 6 Did the organization receive 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 IIS . 7 No Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III . . . . . . . . . . . . . . . . . . . . 8 No Did the organization report an amount in Part X, line 21 for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes,"complete Schedule D, Part IV . . . . . . . . . . . . 9 No 10 No 6 7 8 9 . No . 10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes,"complete Schedule D, Part V . 11 If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable a b c d Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes,"complete Schedule D, Part VI. r . . . . . . . . . . . . . . . . . . Did the organization report an amount for investments-program related in Part X, line 13 that is 5% or more of . its total assets reported in Part X, line 16? If "Yes, "complete Schedule D, Part VIII . . . . . llc No Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets . . reported in Part X, line 16? If "Yes," complete Schedule D, Part IX' . . . . . . . . . . lid No Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes,"complete Schedule D, Parts XI and XII . . . . . . . . . . . . . . . . . b Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes,"and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes, "complete Schedule E 15 16 Did the organization maintain an office, employees, or agents outside of the United States? . . . I lle I Yes llf Y es 12a 12b No Yes 13 No 14a No Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments 14b . valued at $100,000 or more? If "Yes,"complete Schedule F, Parts I and IV . . . . . . . Yes Did the organization report 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 95 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to . . individuals located outside the United States? If "Yes," complete Schedule F, Parts III and IV . 16 No 17 No 18 No 19 No 20a No 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11 e? If "Yes," complete Schedule G, Part I (see instructions) . . . . 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes, "complete Schedule G, Part II . . . . . . . . . . . 19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes,"complete Schedule G, Part III . . . . . . . . . . . . . . . . . . . 20a Did the organization operate one or more hospital facilities? If "Yes,"completeScheduleH b Yes No Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes,"complete Schedule D, Part X. . . . . . . . . . . . . . . . . . . . . . . . . . b No llb f 14a Yes Did the organization report an amount for investments-other securities in Part X, line 12 that is 5% or more of . its total assets reported in Part X, line 16? If "Yes, "complete Schedule D, Part VIIS . . . . . Did the organization report an amount for other liabilities in Part X , line 25? If "Yes , " complete Schedule D , Part )( 13 lla . e 12a No Yes . . If"Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Yes 20b Form 990 (2012) Form 990 (2012) Page 4 Checklist of Required Schedules (continued) 21 Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II . . . 22 Did the organization report more than $5,000 of grants and other assistance to individuals in the United States 'S . . on Part IX, column (A), line 2? If "Yes, "complete Schedule I, Parts I and III . . . . . . 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J . . . . . . . . . . . . . . . . . . . . . . 24a 21 Yes 1 22 23 No Yes Did the organization have 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 lines 24b through 24d and complete Schedule K. If "No,"go to line 25 . . . . . . . . . . . . . . . 24a b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . 24c Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 24d Section 501(c )( 3) and 501 ( c)(4) organizations . Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I . . . . . . . 25a Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes,"complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . 25b Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, o disqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes,"complete Schedule L, Part III . . . . . . . . 95 27 No 28a No 28b No A n entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was . . an officer, director, trustee, or direct or indirect owner? If "Yes,"complete Schedule L, Part IV . 28c No 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes, "complete Schedule M 29 No 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes, "complete Schedule M . . . . . . . . . . . . 30 No Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . 31 No Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes, " complete Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . 32 No Did the organization own 100% of an entity disregarded as separate from the organization under Regulations . . sections 301 7701-2 and 301 7701-3? If "Yes,"complete Schedule R, PartI . . . . . . 33 No Was the organization related to any tax-exempt or taxable entity? If "Yes,"complete Schedule R, Part II, III, orIV, t and Part V, line 1 . . . . . . . . . . . . . . . . . . . . . . . 34 Yes 35a Yes 35b Yes d 25a b 26 27 28 . Yes Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions) a A current or former officer, director, trustee, or key employee? If "Yes,"complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . c 31 32 33 34 35a b . ID . . Did the organization have a controlled entity within the meaning of section 512(b)(13)? If'Yes'to line 35a, did the organization receive any payment from or engage in any transaction with a controlled . . entity within the meaning of section 512 (b)(13 )? If "Yes,"complete Schedule R, Part V, line 2 . 36 Section 501(c )( 3) organizations . Did the organization make any transfers to an exempt non-charitable related organization? If "Yes,"complete Schedule R, Part V, line 2 . . . . . . . . . . . . 36 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI 37 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 1 lb and 19? Note . All Form 990 filers are required to complete Schedule 0 . . . . . . . . . . 38 38 No No Yes Form 990 (2012) Form 990 (2012) Page 5 Regarding Other IRS Filings and Tax Compliance MEW - Statements Check if Schedule 0 contains a res p onse to an y q uestion in this Part V . . . . . . . . . . . . . Yes la Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable . la 213 lb 0 b Enter the number of Forms W-2G included in line la Enter-0- if not applicable c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return . . . . . . . . . . . . . . . . . b 225 If at least one is reported on line 2a, did the organization file all required federal employment tax returns? Note . If the sum of lines la and 2a is greater than 250 , you may be required to e-file (see instructions) If "Yes," has it filed a Form 990-T for this year? If "No,"provide an explanation in Schedule O . . . . . . 4a At any time during the calendar year, did the organization have an interest in, 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)? . . . . . . . . . . . . . . . . . . . . . . . . . b (No 1c 2a 3a Did the organization have unrelated business gross income of $ 1,000 or more during the year? b . 2b Yes 3a Yes 3b Yes 4a No 5a No 5b No If "Yes," enter the name of the foreign country 0See instructions for filing requirements for Form TD F 90-22 1, Report of Foreign Bank and Financial Accounts 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? c If"Yes,"to line 5a or 5b, did the organization file Form 8886-T? 5c 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? . . b 7 6a If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . 6b Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? . 7a 7b b If "Yes," did the organization notify the donor of the value of the goods or services provided? c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 82827 . 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 organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? . 7g If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? . 7h Sponsoring organizations maintaining donor advised funds and section 509(a )( 3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? . 8 h 8 9 . 7c 7d . . 7e . . . 7f Sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966? b Did the organization make a distribution to a donor, donor advisor, or related person? 10 No . . . . 9a 9b Section 501(c )( 7) organizations. Enter a Initiation fees and capital contributions included on Part VIII, line 12 b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 11 . 10a 10b Section 501(c )( 12) organizations. Enter a Gross income from members or shareholders b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them ) . . . . . . . . . 12a b 13 . . . . . . . . 11a 11b Section 4947( a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? If "Yes," enter the amount of tax-exempt interest received or accrued during the year . . . . . . . . . . . . . . . . . . . 12a 12b Section 501(c )( 29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? Note . See the instructions for additional information the organization must report on Schedule 0 b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans 13b Enter the amount of reserves on hand 13c c 14a b Did the organization receive any payments for indoor tanning services during the tax year? . 13a . . If "Yes," has it filed a Form 720 to report these payments? If "No,"provide an explanation in Schedule 0 . 14a No 14b Form 990 (2012) Form 990 (2012) Page 6 Governance , Management, and Disclosure For each "Yes"response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0. See instructions. Check if Schedule 0 contains a response to any question in this Part VI .F Section A . Governing Body and Management Yes la Enter the number of voting members of the governing body at the end of the tax year la 68 lb 68 No If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule 0 b Enter the number of voting members included in line la, above, who are independent . . . . . . . . . . . . . . . . . . 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? . . . . . . . . . . . . . . . . . . . . . . . . . . 2 No 3 No 4 No 5 Did the organization become aware during the year of a significant diversion of the organization's assets? 5 6 Did the organization have members or stockholders? 6 Yes 7a Yes 7b Yes 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? . . . . . . . . . . . . . . . . . . . b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? 8 No Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following a The governing body? 8a Yes b Each committee with authority to act on behalf of the governing body? 8b Yes Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes,"provide the names and addresses in Schedule 0 . . . . . . 9 9 . . . . . . . . . . . . . . . . . . . . . . . . No Section B. Policies ( This Section B re q uests information about p olicies not re q uired b y the Internal Revenue Code.) Yes 10a b 11a b 12a Did the organization have local chapters, branches, or affiliates? 10a If"Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? 10b Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? . . . . . . . . . . . . . . . . . . . . . . . . . . . 11a No Describe in Schedule 0 the process, if any, used by the organization to review this Form 990 12a Yes Did the organization have a written conflict of interest policy? If "No,"go to line 13 . 12b Yes Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes,"describe in Schedule 0 how this was done . 12c Yes 13 Did the organization have a written whistleblower policy? 13 Yes 14 Did the organization have a written document retention and destruction policy? 14 Yes 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? . . . . . . . . . . . . . . . . . . . . . . . . . c No No . a The organization's CEO, Executive Director, or top management official 15a Yes b Other officers or key employees of the organization 15b Yes If "Yes" to line 15a or 15b, describe the process in Schedule 0 (see instructions) 16a b Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? . . . . . . . . . . . . . . . . . . . . . 16a If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? . . . . . . . . . . 16b No Section C. Disclosure 17 List the States with which a copy of this Form 990 is required to be filed- 18 Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c) (3 )s only) available for public inspection Indicate how you made these available Check all that apply fl Own website fl Another's website 17 Upon request fl Other (explain in Schedule O) Describe in Schedule 0 whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year 19 20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization -JOHN S SCHLENKER 701 PENNSYLVANIA AVE NW WASHINGTON, DC (202) 508-5540 Form 990 (2012) Form 990 (2012) Page 7 Compensation of Officers , Directors , Trustees , Key Employees , Highest Compensated Employees , and Independent Contractors Check if Schedule 0 contains a response to any question in this Part VII .(- Section A. Officers, Directors, Trustees, Kev Employees, and Highest Compensated Employees la Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within the organization's tax year * List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation Enter-0- in columns (D), (E), and (F) if no compensation was paid * List all of the organization 's current key employees, if any See instructions for definition of "key employee " * List the organization's five current highest compensated employees (other than an officer, director, trustee or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations * List all of the organization's former officers, key employees, or highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations * List all of the organization'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 organizations List persons in the following order individual trustees or directors, institutional trustees, officers, key employees, highest compensated employees, and former such persons fl Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee (A) Name and Title (B) Average hours per week (list any hours for related organizations below dotted line) (C) Position (do not check more than one box, unless person is both an officer and a director/trustee) T 0 = ado . m_ art ca: D (D ) Reportable compensation from the organization (W2/1099-MISC) ( E) Reportable compensation from related organizations (W- 2/1099MISC) (F) Estimated amount of other compensation from the organization and related organizations 7 J. • 4• ^ See Additional Data Table Form 990 (2012) Form 990 (2012) Page 8 Section A. Officers, Directors, Trustees , Key Employees, and Highest Compensated Employees (continued) (A) Name and Title (B) Average hours per week ( list any hours for related organizations below dotted line) (C) Position (do not check more than one box, unless person is both an officer and a director/trustee ) 0T ;rl M= boo a m_ 74 7. C: SL ! a (D) Reportable compensation from the organization (W2/1099-MISC) ( E) Reportable compensation from related organizations (W2/1099-MISC ) (F) Estimated amount of other compensation from the organization and related organizations fD ;3 ur V lb Sub -Total . . . . . . . . . . . . c Total from continuation sheets to Part VII, Section A d Total ( add lines lb and 1c ) . . . . . . . . . . . . . . . . . . . . 0- 12,143,043 0 2,318,532 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization-95 Yes 4 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line la? If "Yes," complete Schedule Jfor such individual . . . . . . . . . . . . . 3 Yes For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,0007 If "Yes," complete Schedule -7 for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Yes Did any person listed on line la receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes,"complete Schedule J for such person . . . . . . . 5 I No No Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization Report compensation for the calendar year ending with or within the organization's tax year (A) Name and business address (B) Description of services (C) Compensation HUNTON & WILLIAMS 1900 K STREET WASHINGTON DC 20006 CONSULTING 8,709,556 VENABLE LLP 575 SEVENTH STREET WASHINGTON DC 20004 CONSULTING 2,398,710 DANIEL ] EDELMAN INC 200 EAST RANDOLPH STREET CHICAGO IL60601 CONSULTING 683,183 DEMOCRACY DATA & COMMUNICATIONS 1250 EYE STREET NW SUITE 300 WASHINGTON DC 20005 CONSULTING 548,163 CROWELL & MORING LLP 1001 PENNSYLVANIA AVE NW WASHINGTON DC 20004 CONSULTING 324,887 2 Total number of independent contractors (including but not limited to those listed above ) who received more than $100,000 of compensation from the organization 0-5 Form 990 (2012) Form 990 (2012) Page 9 Statement of Revenue Check if Schedule 0 contains a response to any question in this Part VIII (A) Total revenue Z 6- la Federated campaigns . b Membership dues . c Fundraising events d Related organizations E e Government grants (contributions) le V ^ f All other contributions, gifts, grants, and similar amounts not included above if g Noncash contributions included in lines la-If $ h Total . Add lines la-1f . . (B) Related or exempt function revenue (C) Unrelated business revenue F (D) Revenue excluded from tax under sections 512, 513, or 514 la . . lb 0 0 E . . . . 1c . ld tJ' Business Code 2a MEMBERSHIP DUES 900099 71,743,528 71,743,528 a2 b MEETINGS 900099 8,037,731 8,037,731 a' c PROGRAMS 900099 1,803,121 1,803,121 d ADVERTISING 541800 701,997 e PUBLICATIONS 511190 181,432 f All other program service revenue g Total . Add lines 2a-2f . 3 . . . . . . . . . Income from investment of tax-exempt bond proceeds 5 Royalties . . . . . . . . (i) Real 6a Gross rents b Less rental expenses Rental income or (loss) d Net rental inco me or (loss) 7a Gross amount from sales of assets other than inventory Less cost or other basis and sales expenses Gain or (loss) . . 3,207,752 3,207,752 -306,599 -306,599 0- 0- . (ii) Personal . . lim- (ii) Other 81,174,387 81,480,986 -306,599 d Net gain or (loss) 8a Gross income from fundraising events (not including $ W • . (i) Securities c 82,467,809 . . . 4 b 0- 181,432 Investment income (including dividends, interest, and other similar amounts) c . 701,997 . lim- of contributions reported on line 1c) See Part IV, line 18 a b s Less direct expenses . b c Net income or (loss) from fundraising events 9a Gross income from gaming activities See Part IV, line 19 . . a b c Less direct expenses . . 0- b Net income or (loss) from gaming acti vities 10a . . . .0- Gross sales of inventory, less returns and allowances . a b Less cost of goods sold . b c Net income or (loss) from sales of inventory Miscellaneous Revenue . lim- Business Code 11a b C d All other revenue e Total .Add lines 11a-11d 12 . . . Total revenue . See Instructions 00- 1 85,368,962 81,765,812 701,997 2,901,153 Form 990 (2012) Form 990 (2012) Page 10 Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns All other organizations must complete column (A) Check if Schedule 0 contains a response to any auestion in this Part IX . . . (A) Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII . Total expenses 1 Grants and other assistance to governments and organizations in the United States See Part IV, line 21 2 Grants and other assistance to individuals in the United States See Part IV, line 22 3 Grants and other assistance to governments, organizations, and individuals outside the United States See Part IV, lines 15 and 16 Benefits paid to or for members Compensation of current officers, directors, trustees, and key employees . . . . 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . 7 Other salaries and wages 8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) . 5,709,872 Other employee benefits 1,712,427 . . . . (B) Program service expenses . . . . . (C) Management and general expenses . . (D) Fundraising expenses 5,000 5 . . 1,898 ,458 4 9 . 10,831,206 17,846,916 10 Payroll taxes 11 Fees for services (non-employees) . . . . . . . . 1,506,167 a Management b Legal . c Accounting d Lobbying e Professional fundraising services See Part IV, line 17 f Investment management fees g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 4,540,130 12 Advertising and promotion 2,533,646 13 Office expenses 3,200,239 14 Information technology 1,513,108 15 Royalties 12,459,505 . . . . . . . . . . 86,101 2,857,075 336,415 . 42 16 Occupancy 17 Travel 18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 5,236,920 . . . . . . . . . . 2,093,591 19 Conferences, conventions, and meetings 20 Interest 21 Payments to affiliates 22 Depreciation, depletion, and amortization 23 Insurance 24 Other expenses Itemize expenses not covered above (List miscellaneous expenses in line 24e If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0 16 ,935 6,496,000 23,975 . . . . . . . . 335,749 . . . . . 126,432 a MISCELLANEOUS 850,927 b SUBSCRIPTIONS 537,030 c PERSONAL PROPERTY TAX 19,978 d e All other expenses 25 Total functional expenses. Add lines 1 through 24e 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation Check here - fl if following SOP 98-2 (ASC 958-720) 82,773,844 Form 990 (2012) Form 990 (2012 ) Page 11 Balance Sheet Check if Schedule 0 contains a response to any question in this Part X F (A) Beginning of year 1 Cash-non-interest-bearing 2 Savings and temporary cash investments . . . . . . . . 3 Pledges and grants receivable, net 4 Accounts receivable, net 5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees Complete Part II of Schedule L . . . . (B) End of year 2,600 1 2,600 4,928,791 2 8,798,351 1,832,899 4 1,040,543 485,851 5 536,273 3 . . . . . . . . . . 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L 7 Notes and loans receivable, net 8 Inventories for sale or use 9 Prepaid expenses and deferred charges 6 'cc 10a b 7 8 915,684 . Land, buildings, and equipment cost or other basis Complete Part VI of Schedule D 10a 3,796,940 Less 10b 1 ,887,526 accumulated depreciation . Investments-publicly traded securities 12 Investments-other securities See Part IV, line 11 13 Investments-program-related See Part IV, line 11 14 Intangible assets . . . . . . . 1,729,264 91,164,473 11 . . 9 10c 11 13 . . . . . . 14 See Part IV, line 11 515,718 15 534,277 101,575,280 16 108,317,308 6,611,543 17 7,668,271 Other assets 16 Total assets . Add lines 1 through 15 (must equal line 34) 17 Accounts payable and accrued expenses 18 Grants payable 19 Deferred revenue 20 Tax-exempt bond liabilities 21 Escrow or custodial account liability Complete Part IV of Schedule D 22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified 23 Secured mortgages and notes payable to unrelated third parties 23 24 Unsecured notes and loans payable to unrelated third parties 24 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24) Complete Part X of Schedule . 18 . . . . . . . . . persons Complete Part II of Schedule L 26 1 ,909,414 94,303,446 12 15 D 1,192,404 . . . . . . . . . . . . . . . . 26,824,282 . . 25,127,947 20 . 21 . 22 . Total liabilities . Add lines 17 through 25 19 . 52,185,995 25 61,846,847 85,621,820 26 94,643,065 15,953,460 27 13,674,243 Organizations that follow SFAS 117 ( ASC 958 ), check here 1- F and complete lines 27 through 29, and lines 33 and 34. C5 27 Unrestricted net assets M ca 28 Temporarily restricted net assets r _ 29 4T Permanently restricted net assets Organizations that do not follow SFAS 117 (ASC 958), check here 1 complete lines 30 through 34. W_ 28 29 F and 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 liabilities and net assets/fund balances 32 15,953,460 33 101,575,280 34 13,674,243 108,317,308 Form 990 (2012) Form 990 (2012) « Page 12 Reconcilliation of Net Assets ('hark if crhariiila () rnntainc a rocnnnca to anv niiactinn in Chic Part YT 1 Total revenue (must equal Part VIII, column (A), line 12) 2 Total expenses (must equal Part IX, column (A), line 25) 3 Revenue less expenses Subtract line 2 from line 1 4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) 5 . 7 . . 1 85,368,962 2 82,773,844 3 2,595,118 4 15,953,460 5 1,292,707 . Net unrealized gains (losses) on investments 6 Donated services and use of facilities 6 7 Investment expenses . . 7 8 Prior period adjustments . . 8 9 Other changes in net assets or fund balances (explain in Schedule 0) 10 Net assets or fund balances at end of year Combine lines 3 through 9 (must equal Part X, line 33, column (B)) 9 -6,167,042 10 13,674,243 Financial Statements and Reporting Check if Schedule 0 contains a response to any question in this Part XII (Yes 1 No Accounting method used to prepare the Form 990 fl Cash 17 Accrual (Other If the organization changed its method of accounting from a prior year or checked " Other," explain in Schedule 0 2a Were the organization 's financial statements compiled or reviewed by an independent accountant? 2a No If'Yes,'check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both fl Separate basis fl Consolidated basis fl Both consolidated and separate basis b Were the organization 's financial statements audited by an independent accountant? 2b Yes 2c Yes If'Yes,'check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both fl Separate basis c F Consolidated basis fl Both consolidated and separate basis If"Yes,"to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review , or compilation of 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 0 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and 0 MB Circular A-1 33? b If"Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits , explain why in Schedule 0 and describe any steps taken to undergo such audits 3a No 3b Form 990 (2012) Additional Data Software ID: Software Version: EIN: Name : 13-0659550 EDISON ELECTRIC INSTITUTE INC Form 990, Part VII - Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors (A) Name and Title (B) Average hours per week (list any hours for related organizations below dotted line) (C) Position (do not check more than one box , unless person is both an officer and a director/trustee ) s C: 74 7+ ° =71 (D) Reportable compensation from the organization (W2/1099-MISC) f moo o '° (E) Reportable compensation from related organizations (W2/1099-MISC ) (F) Estimated amount of other compensation from the organization and related organizations -n m _ (D m a' V THOMAS F FARRELL II CHAIR LEWIS HAY III VICE CHAIR/CHAIR MICHAEL W YACKIRA VICE CHAIR THEODORE F CRAVER JR VICE CHAIR WILIAM D JOHNSON VICE CHAIR ANDRES GLUSKI DIRECTOR TIM MCLEOD DIRECTOR ALAN R HODNIK DIRECTOR WILLIAM D HARVEY DIRECTOR PATRICIA LEONARD KAMPLING DIRECTOR THOMAS R VOSS DIRECTOR NICHOLAS K AKINS DIRECTOR JOHN C PROCARIO DIRECTOR SCOTT L MORRIS DIRECTOR GERRY CHASSE DIRECTOR DAVID R EMERY DIRECTOR DAVID M MCCLANAHAN DIRECTOR LAWRENCE J REILLY DIRECTOR STEVEN V LANT DIRECTOR BRUCE A WILLIAMSON DIRECTOR JOHN G RUSSELL DIRECTOR KEVIN BURKE DIRECTOR MAYO A SHATTUCK III DIRECTOR GERARD M ANDERSON DIRECTOR JAMES E ROGERS DIRECTOR 3 00 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 3 00 3 00 3 00 3 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 Form 990, Part VII - Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors (A) Name and Title RICHARD RIAZZI DIRECTOR DAVID W STEVENS DIRECTOR THOMAS V SHOCKLEY DIRECTOR WILLIAM H SHEPPARD DIRECTOR BRADLEY P BEECHER DIRECTOR JOHN F YOUNG DIRECTOR ROD WEST DIRECTOR CHRISTOPHER CRANE DIRECTOR ANTHONY J ALEXANDER DIRECTOR EDWARD R MULLER DIRECTOR MICHAEL] CHESSER DIRECTOR MARY G POWELL DIRECTOR CONSTANCE LAU DIRECTOR ROBERT D KUMP DIRECTOR J LAMONT KEEN DIRECTOR CHARLES A SCHROCK DIRECTOR JOSEPH L WELCH DIRECTOR DAVID L GOODIN DIRECTOR GARY J WOLTER DIRECTOR GREGORY E ABEL DIRECTOR PHILIP BARNHARD IV DIRECTOR THOMAS B KING DIRECTOR JIMMY STATON DIRECTOR JIM STANLEY DIRECTOR CHARLES W SHIVERY DIRECTOR (B) Average hours per week (list any hours for related organizations below dotted line) (C) Position (do not check more than one box, unless person is both an officer and a director/trustee ) 0 ,o = T -D ^Z Q2 ^Z m _ o ? ^ te r. 2 0 0 KD -m (D ) Reportable compensation from the organization ( W2/1099-MISC) ( E) Reportable compensation from related organizations (W2/1099-MISC) (F) Estimated amount of other compensation from the organization and related organizations 1 00 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 Form 990, Part VII - Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors (A) Name and Title ROBERT C ROWE DIRECTOR THOMAS J MAY DIRECTOR PETER B DELANEY DIRECTOR EDWARD J MCINTYRE DIRECTOR CHRISTOPHER P JOHNS DIRECTOR JOSEPH M RIGBY DIRECTOR DONALD E BRANDT DIRECTOR PATRICIA K VINCENT-COLLAWN DIRECTOR JAMES J PIRO DIRECTOR JAMES H MILLER DIRECTOR WILLIAM H SPENCE DIRECTOR RALPH IZZO DIRECTOR KIMBERLY J HARRIS DIRECTOR KEVIN B MARSH DIRECTOR THOMAS A FANNING DIRECTOR JOHN B RAMIL DIRECTOR LON R GREENBERG DIRECTOR JAMES P TORGERSON DIRECTOR ROBERT G SCHOENBERGER DIRECTOR PAUL I BONAVIA DIRECTOR CARL L CHAPMAN DIRECTOR CHRISTOPHER L DUTTON DIRECTOR MARK A RUELLE DIRECTOR GALE E KLAPPA DIRECTOR BENJAMIN GS FOWKE III DIRECTOR (B) Average hours per week (list any hours for related organizations below dotted line) (C) Position (do not check more than one box , unless person is both an officer and a director/trustee ) 0 ,o = T -D ^Z Q2 ^Z m _ o ? ^ te r. 2 0 0 KD -m (D) Reportable compensation from the organization ( W2/1099-MISC) (E) Reportable compensation from related organizations (W2/1099-MISC ) (F) Estimated amount of other compensation from the organization and related organizations 1 00 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 1 00 Form 990, Part VII - Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors (A) Name and Title THOMAS KUHN PRESIDENT DAVID OWENS EXECUTIVE VP, BUSINESS OPERATIONS BRIAN WOLFF SENIOR VP, EXTERNAL AFFAIRS EDWARD COMER VP, GENERAL COUNSEL AND CORPORATE STRATEGY MARY MILLER CHIEF ADMINISTRATIVE OFFICER QUINLAN SHEA III VP, ENVIRONMENT RICHARD MCMAHON VP, ALLIANCE ENERGY SUPPLIERS JAMES FAMA VP, ENERGY DELIVERY KATHY STECKELBERG VP, GOVERNMENT RELATIONS BRIAN MCCORMACK VP, POLITICAL AND EXTERNAL AFFAIRS JOHN EASTON JR VP, INT'L PROGRAMS JOHN SCHLENKER CFO &TREASURER RICHARD TEMPCHIN EXECUTIVE DIRECTOR, RETAIL ENERGY SERVICES JAMES OWEN EXEC DIR, MEMBER REL& MTG SADEGH RAZEGHI CIO JAMES ROEWER DIRECTOR, USWAG BILL FANG DEPUTY GENERAL COUNSEL PATRIC O'KELLEY FORMER VP CFO & TREASURER LYNN LEMASTER FORMER CHIEF OF STAFF-BUSINESS OPERATIONS (B) Average hours per week (list any hours for related organizations below dotted line) (C) Position (do not check more than one box, unless person is both an officer and a director/trustee ) 0 ,o -D ^ Q_ 2 ^Z m _ o ^ te 2 K (D) Reportable compensation from the organization ( W2/1099-MISC) (E) Reportable compensation from related organizations (W2/1099-MISC ) (F) Estimated amount of other compensation from the organization and related organizations = T Z ? r. a m 45 00 X 4,003,804 0 80,014 X 819,398 0 350,176 X 788,286 0 153,496 X 412,168 0 198,238 X 387,622 0 146,571 X 351,905 0 112,839 X 347,359 0 146,856 X 335,458 0 134,386 X 332,666 0 130,705 X 330,964 0 39,135 X 318,829 0 114,850 X 293,694 0 147,114 X 271,160 0 153,653 X 266,597 0 164,051 X 230,536 0 50,143 X 200,741 0 111,362 X 200,473 0 75,586 X 182,812 0 0 X 2,068,571 0 9,357 2 50 45 00 45 00 1 00 45 00 45 00 4 00 45 00 45 00 45 00 45 00 45 00 45 00 45 00 2 50 45 00 45 00 45 00 45 00 45 00 0 00 0 00 l efile GRAPHIC p rint - DO NOT PROCESS DLN: 93493312024603 OMB No 1545-0047 Political Campaign and Lobbying Activities SCHEDULE C (Form 990 or 990-EZ) As Filed Data - For Organizations Exempt From Income Tax Under section 501(c) and section 527 Department of the Treasury 201 2 1- Complete if the organization is described below. 0- Attach to Form 990 or Form 990-EZ. 0- See separate instructions . Internal Revenue Service Open Inspection I 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) organizations Complete Parts I-A and B Do not complete Part I-C • Section 501(c) (other than section 501(c)(3)) organizations Complete Parts I-A and C below Do not complete Part I-B • Section 527 organizations Complete Part I-A 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) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A Do not complete Part II-B • Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)) Complete Part II-B Do not complete Part II-A If the organization answered " Yes" to Form 990, Part IV , Line 5 (Proxy Tax) or Form 990-EZ , Part V, line 35c ( Proxy Tax), then * Section 501(c)(4), (5), or (6) organizations Complete Part III Name of the organization EDISON ELECTRIC INSTITUTE INC Employer identification number 13-0659550 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 activities in Part IV 2 Political expenditures 3 Volunteer hours 1 Enter the amount of any excise tax incurred by the organization under section 4955 0- $ 2 Enter the amount of any excise tax incurred by organization managers under section 4955 0- $ $ 0- 1,005,788 Complete if the organization is exempt under section 501 (c)(3). 3 If the organization incurred a section 4955 tax, did it file Form 4720 for this year? fl Yes fl No 4a Was a correction made? fl Yes fl No b If "Yes," describe in Part IV rMWINTComplete if the organization is exempt under section 501 ( c), except section 501 ( c)(3). 1 Enterthe amount directly expended by the filing organization for section 527 exempt function activities 2 Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities 00- $ 935,788 $ 70,000 3 Total exempt function expenditures Add lines 1 and 2 Enter here and on Form 1120-PO L, line 17b 4 Did the filing organization file Form 1120 -POL for this year? 5 Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization made payments For each organization listed, enter the amount paid from the filing organization's funds Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC) If additional space is needed, provide information in Part IV (a) Name ( b) Address (1) DEMOCRATIC ATTORNEYS 1580 LINCOLN ST SUITE 1125 GENERAL ASSOCIATION WASHINGTON, DC 0- $ 1,005,788 fl Yes ( c) EIN (d) Amount paid from filing organization's funds If none , enter -0- 13-4220019 15,000 05-0553252 55,000 17 No (e ) Amount of political contributions received and promptly and directly delivered to a separate political organization If none, enter -0- 20002 (2) REPUBLICAN STATE 1800 DIAGNONAL ROAD LEADERSHIP COMMITTEE ALEXANDRIA,VA 22314 For Paperwork Reduction Act Noticee see the instructions for Form 990 or 990 -EZ. Cat No 50084S Schedule C ( Form 990 or 990 - EZ) 2012 Schedule C (Form 990 or 990-EZ) 2012 Page 2 Complete if the organization is exempt under section 501 ( c)(3) and filed Form 5768 ( election under section 501(h)). A Check B Check - (- if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures) - (- if the filing organization checked box A and "limited control" provisions apply (a) Filing organization's totals Limits on Lobbying Expenditures (The term "expenditures " means amounts paid or incurred .) la (b) Affiliated group totals Total lobbying expenditures to influence public opinion (grass roots lobbying) b Total lobbying expenditures to influence a legislative body (direct lobbying) c Total lobbying expenditures (add lines la and 1b) d Other exempt purpose expenditures e Total exempt purpose expenditures (add lines 1c and 1d) f Lobbying nontaxable amount Enter the amount from the following table in both columns If the amount on line le, column ( a) or (b ) is: The lobbying nontaxable amount is: Not over $500,000 20% of the amount on line le Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000 Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000 Over $17,000,000 $1,000,000 g Grassroots nontaxable amount (enter 25% of line 1f) h Subtract line 1g from line la If zero or less, enter-0- i Subtract line 1f from line 1c If zero or less, enter-0- i If there is an amount other than zero on either line 1h or line 11, did the organization file Form 4720 reporting section 4911 tax for this year? F- Yes F- No 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) 2a Lobbying nontaxable amount b Lobbying ceiling amount (150% of line 2a, column(e)) c Total lobbying expenditures d Grassroots nontaxable amount e Grassroots ceiling amount 150% of line 2d column e f Grassroots lobbying expenditures (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) Total Schedule C (Form 990 or 990-EZ) 2012 Schedule C (Form 990 or 990-EZ) 2012 Pa g e 3 Complete if the organization is exempt under section 501 ( c)(3) and has NOT filed Form 5768 election under section 501 ( h )) . 1 Yes a During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of Volunteers? b Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? 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 officials, or a legislative body? h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? i Other activities? j Total Add lines 1c through 1i 2a (b) (a) For each " Yes " response to lines la through li below, provide in Part IV a detailed description of the lobbying activity. No Amount Did the activities in line 1 cause the organization to be not described in section 501(c)(3)7 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 filing organization incurred a section 4912 tax, did it file Form 4720 for this year? 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? 1 2 Did the organization make only in-house lobbying expenditures of $2,000 or less? 2 3 Did the organization agree to carry over lobbying and political expenditures from the prior year? 3 No No No Yes Complete if the organization is exempt under section 501(c)(4), section 501(c )( 5), or section 501(c)(6) and if either (a) BOTH Part 111-A , lines 1 and 2, are answered "No " OR (b) Part 111-A, line 3 , is answered "Yes." 1 2 Dues, assessments and similar amounts from members Section 162(e) nondeductible lobbying and political expenditures ( do not include amounts of political expenses for which the section 527(f ) tax was paid). 1 69,464,353 13,540,790 a b Current year Carryover from last year 2a 2b 822,631 c Total 2c 14,363,421 3 Aggregate amount reported in section 6033(e)(1 )(A) notices of nondeductible section 162(e) dues 3 15,583,357 4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? Taxable amount of lobbying and political expenditures (see instructions) 4 5 Su 5 -1,219,936 lementalInformation Complete this part to provide the descriptions required for Part I-A, line 1, Part I-B, line 4, Part I-C, line 5, Part II-A ( affiliated group list), Part II-A line 2 , and Part II-B line 1 Also , com p lete this p art for an y additional information Identifier ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES Return Reference PART I-A, LINE 1 Explanation THE ORGANIZATION SUPPORTED POLITICAL ORGANIZATIONS AND CANDIDATES FOR STATE AND LOCAL OFFICE WHERE LEGALLY PERMISSIBLE Schedule C (Form 990 or 990EZ) 2012 lefile GRAPHIC print - DO NOT PROCESS Internal Revenue Service DLN: 93493312024603 OMB No 1545-0047 SCHEDULE D (Form 990) Department of the Treasury As Filed Data - 2012 Supplemental Financial Statements 0- Complete if the organization answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b 0- Attach to Form 990. 0- See separate instructions. Employer identification number Name of the organization EDISON ELECTRIC INSTITUTE INC 13-0659550 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts . Complete if the or g anization answered "Yes" to Form 990 , Part IV , line 6. (a) Donor advised funds 1 Total number at end of year 2 Aggregate contributions to (during year) ( b) Funds and other accounts 3 Aggregate grants from ( during year) 4 Aggregate value at end of year 5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property , subject to the organization's exclusive legal control? F Yes I No 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 impermissible private benefit? fl Yes fl No 6 MRSTIConservation Easements . Complete if the organization answered "Yes" to Form 990, Part IV , line 7. 1 Purpose ( s) of conservation easements held by the organization ( check all that apply) 1 Preservation of land for public use ( e g , recreation or education ) 1 Preservation of an historically important land area 1 Protection of natural habitat 1 Preservation of a certified historic structure fl Preservation of open space 2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year Held at the End of the Year a Total number of conservation easements 2a b Total acreage restricted by conservation easements 2b c Number of conservation easements on a certified historic structure included in (a) 2c d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register 2d 3 N umber of conservation easements modified, transferred , released, extinguished , or terminated by the organization during the tax year 0- 4 N umber of states where property subject to conservation easement is located 0- 5 Does the organization have a written policy regarding the periodic monitoring , inspection , handling of violations, and enforcement of the conservation easements it holds? 6 Staff and volunteer hours devoted to monitoring , inspecting , and enforcing conservation easements during the year 7 Amount of expenses incurred in monitoring , inspecting , and enforcing conservation easements during the year fl Yes fl No F Yes 1 No 0- 0- $ 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? 9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements Organizations Maintaining Collections of Art, Historical Treasures , or Other Similar Assets. Complete if the oraanization answered "Yes" to Form 990. Part IV. line 8. la 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 similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items 2 (i) Revenues included in Form 990, Part VIII, line 1 $ (ii)Assets included in Form 990, Part X $ If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items a Revenues included in Form 990, Part VIII, line 1 b Assets included in Form 990, Part X For Paperwork Reduction Act Notice, see the Instructions for Form 990. $ $ Cat No 52283D Schedule D ( Form 990) 2012 Schedule D (Form 990) 2012 r:FTnFW 3 Page 2 Organizations Maintaining Collections of Art, Historical Treasures , or Other Similar Assets (continued) Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply) a F_ Public exhibition d fl Loan or exchange programs b 1 Scholarly research e (- Other c F Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII 5 During the year, did the organization solicit or receive donations of art, historical treasures or other similar 1 Yes assets to be sold to raise funds rather than to be maintained as part of the organization's collection? Escrow and Custodial Arrangements . Complete if the organization answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. la Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X7 b If "Yes," explain the arrangement in Part XIII and complete the following table c Beginning balance 1c d Additions during the year ld e Distributions during the year le f Ending balance if 1 No 1 Yes F No A mount 2a b Did the organization include an amount on Form 990, Part X, line 21? fl Yes If"Yes," explain the arrangement in Part XIII Check here if the explanation has been provided in Part XI II . . . . . . . fl No . F MWAFEndowment Funds . Com p lete If the or g anization answered "Yes" to Form 990 , Part IV , line 10. (a)Current year la Beginning of year balance b Contributions c Net investment earnings, gains, and losses d Grants or scholarships e Other expenditures for facilities and programs f Administrative expenses g End of year balance 2 b (c)Two years back (d)Three years back (e)Four years back . Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as a Board designated or quasi-endowment 0- b Permanent endowment 0- c Temporarily restricted endowment 0The percentages in lines 2a, 2b, and 2c should equal 100% 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by (i) unrelated organizations b 4 (b)Prior year . . . . . . . . . . . . . . . . . . (ii) related organizations . . . . . . . . . . . . . . . . . If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? . . . . . . . . . . Yes . . No 3a(i) 3a(ii) . . I 3b Describe in Part XIII the intended uses of the organization's endowment funds Land . Buildings . and Eauiument . See Form 990. Part X. line 10. Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value la Land b Buildings c Leasehold improvements d Equipment e Other Total . Add lines 1a through 1 e (Column (d) must equal Form 990, Part X, column (B), line 10(c).) 41,515 13,878 27,637 1,785,659 1,316,039 469,620 557,609 1,412,157 0- 1,909,414 1,969,766 . . Schedule D (Form 990) 2012 Schedule D (Form 990) 2012 Page 3 Investments-Other Securities . See Form 990 , Part X , line 12. (a) Description of security or category (b)Book value (including name of security) (c) Method of valuation Cost or end-of-year market value (1 )Financial derivatives (2)Closely-held equity interests Other Total . (Column (b) must equal Form 990, Part X, col (B) line 12 ) 0.1 Investments - Pro ram Related . See Form 990 , Part X , line 13. (a) Description of investment type (b) Book value I I Total . (Column (b) must equal Form 990, Part X, col (8) line 13 ) (c) Method of valuation Cost or end-of-year market value 0. 1 Other Assets . See Form 990 , Part X line 15. (a) DescriDtion (b) Book value Total . (Column (b) must equal Form 990, Part X, co/.(8) line 15.) . 0.1 Other Liabilities . See Form 990 , Part X line 25. 1 (a) Description of liability (b) Book value Federal income taxes POSTRETIREMENT BENEFIT OBLIGATION 18,976,066 DEFERRED COMPENSATION 39,073,355 DEFERRED RENT 1,800,843 BENEFITS LIABILITIES 1,418,015 OTHER CURRENT LIABILITIES 342,315 LONGTERM LEASE OBLIGATION 122,960 LIFE INSURANCE LIABILITY 100,000 MEDICARE TAX LIABILITY Total . (Column (b) must equal Form 990, Part X, col (8) line 25) 13,293 P. I 61,846,847 2. Fin 48 (A SC 740) Footnote In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (A SC 740) Check here if the text of the footnote has been provided in Part XIII F Schedule D (Form 990) 2012 Schedule D (Form 990) 2012 Page 4 171174W Reconciliation of Revenue p er Audited Financial Statements With Revenue p er Return 1 Total revenue, gains, and other support per audited financial statements 2 . 1 Amounts included on line 1 but not on Form 990, Part VIII, line 12 a Net unrealized gains on investments . b Donated services and use of facilities 2a . 2b c Recoveries of prior year grants 2c d Other (Describe in Part XIII ) 2d e Add lines 2a through 2d 3 . . Subtract line 2e from line 1 . 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2e . 3 . 4c Amounts included on Form 990, Part VIII, line 12, but not on line 1 a Investment expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIII ) . . . . . . . . . . Add lines 4a and 4b . . . . . . . . . . . c 5 . . . 4a 4b . . . . . Total revenue Add lines 3 and 4c. (This must equal Form 990, Part I, line 12 ) . . . . . . . . 5 Mfft". O ff - Reconciliation of Ex p enses p er Audited Financial Statements With Ex p enses p er Return 1 Total expenses and losses per audited financial statements 2 Amounts included on line 1 but not on Form 990, Part IX, line 25 a Donated services and use of facilities b Prior year adjustments c Other losses d Other (Describe in Part XIII ) e Add lines 2a through 2d . . . . . . . . . 1 2b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2c . . Subtract line 2e from line 1 . Amounts included on Form 990, Part IX, line 25, but not on line 1: . . Investment expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIII ) . . . . . . . . . . . Add lines 4a and 4b . . . . . . . . . . . . . . 2d . a . . . . . . . . . . . . . . . 2e . 3 . 4c 4a 4b . . . Total expenses Add lines 3 and 4c. (This must equal Form 990, Part I, line 18 ) OTIT."M . 2a 3 c . . 4 5 . . . . . . . . . . 5 Su pp lemental Information Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9, Part III, lines la and 4, Part IV, lines lb and 2b, Part V, line 4, Part X, line 2, Part XI, lines 2d and 4b, and Part XII, lines 2d and 4b Also complete this part to provide any additional information Identifier DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48 Return Reference PART X, LINE 2 Explanation EDISON ELECTRIC INSTITUTE INC HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THE POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION EDISON ELECTRIC INSTITUTE INC TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES THE TAX RETURNS FOR THE FISCAL YEARS ENDED 2009 THROUGH 2011 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES Schedule D (Form 990) 2012 Additional Data Software ID: Software Version: EIN: 13-0659550 Name : EDISON ELECTRIC INSTITUTE INC Form 990 , Schedule D , Part X, - Other Liabil ities 1 (a) Description of Liability (b) Book Value POSTRETIREMENT BENEFIT OBLIGATION 18,976,066 DEFERRED COMPENSATION 39,073,355 DEFERRED RENT 1,800,843 BENEFITS LIABILITIES 1,418,015 OTHER CURRENT LIABILITIES 342,315 LONGTERM LEASE OBLIGATION 122,960 LIFE INSURANCE LIABILITY 100,000 MEDICARE TAX LIABILITY 13,293 l efile GRAPHIC p rint - DO NOT PROCESS SCHEDULE F (Form 990) As Filed Data - DLN: 93493312024603 OMB No 1545-0047 Statement of Activities Outside the United States 0- Complete if the organization answered "Yes" to Form 990, 201 2 Part IV, line 14b, 15, or 16. Department of the Treasury Internal Revenue Service ■ Attach to Form 990 . ^ See separate instructions. Name of the organization EDISON ELECTRIC INSTITUTE INC O pen to Public Inspection Employer identification number 13-0659550 General Information on Activities Outside the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 14b. 1 For grantmakers . Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . fl Yes 2 For grantmakers . Describe in Part V the organization's procedures for monitoring the use of grant funds outside the United States. 3 Activites per Region (The following Part I, line 3 table can be duplicated if additional space is needed ) (a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in re g ion EUROPE 0 CENTRAL AMERICA AND THE CARIBBEAN EAST ASIA AND THE PACIFIC NORTH AMERICA 0 3a Sub-total b Total from continuation sheets to Part I c Totals ( add lines 3a and 3b ) 0 0 0 0 0 For Paperwork Reduction Act Notice, see the Instructions for Form 990 . (d) Activities conducted in (e) If activity listed in (d) is a region (by type) (e g , program service, describe fundraising, program specific type of services, investments, grants service(s) in region to recipients located in the re g ion 0 PROGRAM SERVICES MEETINGS WITHIN HE REGION 0 PROGRAM SERVICES MEETINGS WITHIN HE REGION 0 PROGRAM SERVICES MEETINGS WITHIN HE REGION 0 PROGRAM SERVICES MEETINGS WITHIN HE REGION 0 F No (f) Total expenditures for and investments in region 310,764 2,296 13,171 4,766 330,997 0 0 0 330 , 997 Cat N o 50082W Schedule F (Form 990) 2012 Schedule F (Form 990) 2012 Page 2 Grants and Other Assistance to Organizations or Entities Outside the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed. 1 (a) Name of organization (b) IRS code section and EIN ( if applicable ) ( c) Region NORTH AMERICA 2 (d) Purpose of grant CONFERENCE SPONSORSHIP (e) Amount of cash grant (f) Manner of cash disbursement (g) Amount of of non-cash assistance (h) Description of non-cash assistance ( i) Method of valuation (book, FMV, appraisal, other) 5,000 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter . . . . Enter total number of other organizations or entities . Schedule F (Form 990) 2012 Schedule F (Form 990) 2012 Page 3 Grants and Other Assistance to Individuals Outside the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 16. Part III can be duplicated if additional space is needed. (a) Type of grant or assistance (b) Region (c) Number of recipients ( d) Amount of cash grant (e) Manner of cash disbursement (f) Amount of non-cash assistance (g) Description of non-cash assistance (h) Method of valuation (book, FMV, a pp raisal , other ) Schedule F (Form 990) 2012 Schedule F (Form 990) 2012 Page 4 Foreign Forms 1 2 3 4 5 6 Was the organization a U S transferor of property to a foreign corporation during the tax year? If " Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926) F- Yes F No Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organlzatlonmay be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U . S. Owner (see Instructions for Forms 3520 and 3520-A) F- Yes F No Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471) F- Yes F No Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes,"the organization may be required to fi le Form 8621 , Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund . (see Instructions for Form 8621) F- Yes F No Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865) F- Yes F No Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713). F- Yes F No Schedule F (Form 990) 2012 Schedule F (Form 990) 2012 Page 5 Supplemental Information Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), Schedule F (Form 990) 2012 efile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN: 93493312024603 OMB No 1545-0047 Schedule I (Form 990 ) Grants and Other Assistance to Organizations, 20 Governments and Individuals in the United States Department of the Treasury Internal Revenue Service Name of the organization EDISON ELECTRIC INSTITUTE INC 12 Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22. l Attach to Form 990 Employer identification number 13-0659550 JE^ll 1 2 General Information on Grants and Assistance Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Describe in Part IV the organization's procedures for monitoring the use of grant funds in the U nited States . . F Yes . 1 No Grants and Other Assistance to Governments and Organizations in the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed. (a) Name and address of organization or government (b) EIN (c) IRC Code section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance See Additional Data Table 2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table . 3 Enter total number of other organizations listed in the line 1 table . For Paperwork Reduction Act Notice, see the Instructions for Form 990 . ^ 47 . Cat No 50055P 20 Schedule I (Form 990) 2012 Schedule I (Form 990) 2012 Pa g e 2 Grants and Other Assistance to Individuals in the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed. (a)Type of grant or assistance (b)N umber of recipients (c)Amount of cash grant (d)Amount of non-cash assistance (e)Method of valuation (book, FMV, appraisal, other) (f)Description of non-cash assistance Complete this Dart to provide the information required in Part I. line 2. Part III. column (b). and any other additional information Identifier PROCEDURE FOR MONITORING GRANTS IN THE U S Return Reference PART I, LINE 2 Explanation SCHEDULE I, PART I, LINE 2 WHEN GRANT FUNDS ARE AWARDED, EEI MAY REQUEST THE AMOUNTS BE RESTRICTED FOR A SPECIFIC PURPOSE GRANTEES MANY TIMES WILL REPORT BACK TO EEI THE SPECIFIC USE OF THE FUNDS AND VARIOUS OUTCOMES HOWEVER, THIS IS NOT A REQUIREMENT FOR EACH GRANT AWARDED Schedule I (Form 990) 2012 Additional Data Return to Form Software ID: Software Version: EIN: Name : 13-0659550 EDISON ELECTRIC INSTITUTE INC Form 990,Schedule I, Part II, Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of organization or government (b) EIN (c) IRC Code section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of (g) Description of valuation non-cash assistance (book, FMV, appraisal, other) (h) Purpose of grant or assistance AABE1625 K STREET NW SUITE 405 WASHINGTON,DC 20006 84-0782569 501(C)(3) 25,000 CONFERENCE SPONSORSHIP ACCF-CTR FOR POLICY RESEARCH1750 K STREET 400 WASHINGTON,DC 20006 52-1091172 501(C)(3) 30,000 CONTRIBUTIONS MEMBERSHIPS ALLIANCE TO SAVE ENERGYPO BOX 791399 BALTIMORE,MD 21279 52-1082991 501(C)(3) 5,000 CONFERENCE SPONSORSHIP ASAECENTER FOR ASSOCIATION LEADERSHIP1575 I STREET NW WASHINGTON,DC 20005 53-0026940 501(C)(6) 10,000 EVENT SPONSORSHIP ASPEN INSTITUTEONE DUPONT CIRCLE NW SUITE 700 WASHINGTON,DC 20036 84-0399006 501(C)(3) 10,000 CONTRIBUTIONS MEMBERSHIPS CAMPAIGN FOR HOME ENERGY ASSISTANCE1615 LSTREET NW WASHINGTON,DC 20036 52-1243510 501(C)(3) 15,000 CONTRIBUTIONS POLITICAL ORGANIZATIONS CENTER FOR ENERGY WORKFORCE DEVELOPMENT701 PENNSYLVANIA AVE NW 3RD FLOOR WASHINGTON,DC 20004 20-4504014 501(C)(3) 100,000 CONTRIBUTIONS EDUCATION CONGRESSIONAL BLACK CAUCUS FOUNDATION 1720 MASSACHUSETTS AVE NW WASHINGTON,DC 20036 52-1160561 501(C)(4) 10,000 EVENT SPONSORSHIP CONGRESSIONAL BLACK CAUCUS POLITCAL EDUCATION AND LEADERSHIP INSTITUTE 413 NEW JERSEY AVENUE SE WASHINGTON,DC 20003 52-2270607 501(C)(4) 5,000 EVENT SPONSORSHIP CONSORTIUM OF CATHOLIC ACADEMIES 5001 EASTERN AVENUE SUITE 207 HYATTSVILLE,MD 20782 52-2050972 501(C)(3) 5,000 EVENT SPONSORSHIP ELECTRIC DRIVE TRANSPORTATION ASSOCIATION1250 EYE STREET NW SUITE 902 WASHINGTON,DC 20005 52-1665058 501(C)(6) 15,000 CONTRIBUTIONS MEMBERSHIP ELECTRICAL SAFETY FOUNDATION1300 NORTH 17TH STREET SUITE 1752 ROSSLYN,VA 22209 52-1892239 501(C)(3) 5,000 CONTRIBUTIONS MEMBERSHIP JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES1090 VERMONT AVENUE NW SUITE 1100 WASHINGTON,DC 20005 52-1069070 501(C)(3) 15,000 EVENT SPONSORSHIP KEYSTONE CENTER1628 SAINTS JOHN RD KEYSTONE,CO 80435 84-0688506 501(C)(3) 10,000 EVENT SPONSORSHIP LEADERSHIP CONFERENCE ON CIVIL AND HUMAN RIGHTS1629 K STREET NW 10TH FLOOR WASHINGTON,DC 20006 52-0789800 501(C)(4) 10,000 EVENT SPONSORSHIP NATIONAL CONFERENCE OF STATE LEGISLATURES 7700 EAST FIRST PLACE DENVER,CO 80230 84-0772595 501(C)(3) 5,000 CONTRIBUTIONS POLITICAL ORGANIZATIONS NATIONAL FUEL FUNDS NETWORK1010 VERMONT AVENUE NW SUITE 718 WASHINGTON,DC 20005 52-1559709 501(C)(3) 5,000 CONTRIBUTIONS SPONSORSHIP NATIONAL LAMPAC701 PENNSYLVANIA AVE NW 3RD FLOOR WASHINGTON,DC 20004 26-2620296 501(C)(3) NATIONAL MULTIPLE SCLEROSIS SOCIETY1800 M STREET NW SUITE 750 WASHINGTON,DC 22036 53-0237585 501(C)(3) NATIONAL POLICY ALLIANCE1090 VERMONT AVENUE NW SUITE 1100 WASHINGTON,DC 20005 45-3204563 36,258 FMV IN-KIND SUPPORT PROGRAM SUPPORT 12,250 EVENT SPONSORSHIP 10,000 CONFERENCE SPONSORSHIP Form 990,Schedule I , Part II , Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of organization or government (b) EIN (c) IRC Code section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance PHI COMMUNITY FOUNDATION701 NINTH STREET NW WASHINGTON,DC 20068 51-0367729 501(C)(3) 5,000 EVENT SPONSORSHIP PREVENT CANCER FOUNDATION1600 DUKE STREET 500 ALEXANDRIA,VA 22314 52-1429544 501(C)(3) 10,000 EVENT SPONSORSHIP RESOURCES FOR THE FUTURE1616 P STREET NW WASHINGTON,DC 20036 53-0220900 501(C)(3) 10,000 CONTRIBUTIONS ENVIRONMENTAL TASTE OFTHE SOUTHPO BOX 2826 WASHINGTON,DC 20013 52-1343458 501(C)(3) 5,000 THOMAS ALVA EDISON FOUNDATION701 PENNSYLVANIA AVE NW WASHINGTON,DC 20004 52-2106274 501(C)(3) 303,000 UNITED WAY NATIONAL CAPITAL95 M STREET SW WASHINGTON,DC 20024 53-0234290 501(C)(3) US NAVY MEMORIAL FOUNDATION701 PENNSYLVANIA AVE NW WASHINGTON,DC 20004 52-1104476 501(C)(3) 5,000 WESTERN GOVERNORS' ASSOCIATION1600 BROADWAY SUITE 1700 DENVER,CO 80202 84-0747227 501(C)(1) 10,000 CONTRIBUTIONS POLITICAL ORGANIZATIONS WESTERN LAMPAC321 16TH AVENUE SOUTH SEATTLE, WA 98144 20-2432543 501(C)(6) 16,000 CONFERENCE SPONSORSHIP WOMEN'S COUNCIL ON ENERGY AND THE ENVIRONMENTPO BOX 33211 WASHINGTON,DC 20033 52-1258690 501(C)(3) 5,000 EVENT SPONSORSHIP ALLIANCE TO SAVE ENERGYPO BOX 791399 BALTIMORE,MD 21279 52-1082991 501(C)(3) 5,000 CONTRIBUTIONS/MEMBERSHIP ALLIANCE TO SAVE ENERGYPO BOX 791399 BALTIMORE,MD 21279 52-1082991 501(C)(3) 10,000 ASAECENTER FOR ASSOCIATION LEADERSHIP1575 I STREET NW WASHINGTON,DC 20005 53-0026940 501(C)(6) 5,000 CONTRIBUTIONS MEMBERSHIPS ACCF-CTR FOR POLICY RESEARCH1750 K STREET 400 WASHINGTON,DC 20006 52-1091172 501(C)(3) 10,000 CONTRIBUTIONS EDUCATION AMERICAN LEGISLATIVE EXCHANGE COUNCIL 1101 VERMONT AVENUE NW WASHINGTON,DC 20005 52-0140979 501(C)(3) 5,000 AMERICAN LEGISLATIVE EXCHANGE COUNCIL 1101 VERMONT AVENUE NW WASHINGTON,DC 20005 52-0140979 501(C)(3) 15,000 APPLE TREE INSTITUTE FOR EDUCATION (AMAZON)415 MICHIGAN AVE NE 3RD FLOOR WASHINGTON,DC 20017 04-3331760 501(C)(3) 5,821 CONTRIBUTIONS EDUCATION BARNES AND THORNBURG (FEDERAL WATER QUALITY COALITION)ONE NORTH WACKER DRIVE SUITE 4400 CHICAGO,IL 60606 35-0900596 17,500 CONTRIBUTIONS COALITIONS CENTER FOR ENERGY WORKFORCE DEVELOPMENT701 PENNSYLVANIA AVE NW 3RD FLOOR WASHINGTON,DC 20004 20-4504014 501(C)(3) 5,000 CONFERENCE SPONSORSHIP CENTER FOR LEGISLATIVE ENERGY AND ENVIRONMENTAL RESEARCH5400 LBJ FREEWAY DALLAS,TX 75240 72-2351673 501(C)(4) 5,000 CONTRIBUTIONS POLITICAL ORGANIZATIONS EVENT SPONSORSHIP 52,952 FMV ADMINISTRATIVE SUPPORT PROGRAM SUPPORT CORPORATE RESPONSIBILITY EVENT SPONSORSHIP EVENT SPONSORSHIP CONFERENCE SPONSORSHIP EVENT SPONSORSHIP Form 990,Schedule I, Part II, Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of organization or government (b) EIN (c) IRC Code section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of (g) Description of valuation non-cash assistance (book, FMV, appraisal, other) (h) Purpose of grant or assistance CONGRESSIONAL MANAGEMENT FOUNDATION513 CAPITOL CT NE SUITE 300 WASHINGTON,DC 20002 52-1076614 501(C)(3) 10,000 CONTRIBUTIONS POLITICAL ORGANIZATIONS COUNCIL OF GREAT LAKES INDUSTRIES3600 GREEN COURT ANN ARBOR,MI 48105 38-2973776 501(C)(6) 15,000 CONTRIBUTIONS COALITIONS CURE DUES1050 THOMAS JEFFERSON STREET NW SUITE 700 WASHINGTON,DC 20007 52-1331523 501(C)(6) 6,250 CONTRIBUTIONS SPONSORSHIP DEMOCRATIC GOVERNORS ASSOCIATION1401 K STREET NW SUITE 200 WASHINGTON,DC 20005 52-1304889 ENERGY RESOURCES AND ENVIRONMENT PROGRAM 1717 MASSACHUSETTS AVE NW SUITE 745 WASHINGTON,DC 20036 52-0595110 501(C)(3) 5,000 CONTRIBUTIONS EDUCATION ENVIRONMENTAL COUNCIL OF THE STATES PO BOX 758616 BALTIMORE,MD 21275 36-3962169 501(C)(6) 5,000 CONFERENCE SPONSORSHIP FIGHT FOR CHILDREN INC 1726 M STREET NW SUITE 202 WASHINGTON,DC 20036 52-1706059 501(C)(3) 5,000 EVENT SPONSORSHIP HORTON'S KIDS110 MARYLAND AVE NE SUITE 207 WASHINGTON,DC 20002 52-1755403 501(C)(3) 10,000 EVENT SPONSORSHIP HUNTON AND WILLIAMS LLP2200 PENNSYLVANIA AVE NW WASHINGTON,DC 20037 54-0572269 99,877 CONTRIBUTIONS ENVIRONMENTAL INSTITUTE FOR EDUCATION4410 MASSACHUSETTS AVE NW WASHINGTON,DC 20016 52-1776349 501(C)(3) 10,000 CONTRIBUTIONS MEMBERSHIP JOHN HOPKINS UNIVERSITY1717 MASSACHUSETTS AVE NW WASHINGTON,DC 20036 52-0595110 501(C)(3) 5,000 CONTRIBUTIONS EDUCATION MACRUC1101 VERMONT AVENUE NW SUITE 200 WASHINGTON,DC 20005 52-2027917 501(C)(3) 6,475 CONFERENCE SPONSORSHIP NATIONAL FUEL FUNDS NETWORK1010 VERMONT AVENUE NW SUITE 718 WASHINGTON,DC 20005 52-1559709 501(C)(3) 5,000 EVENT SPONSORSHIP NATIONAL HISPANIC CAUCUS OF STATE LEGISLATORS444 NORTH CAPITOL STREET NW SUITE 303 WASHINGTON,DC 20001 84-1168319 501(C)(3) 15,000 NATIONAL SAFETY COUNCIL1121 SPRING LAKE DRIVE ITASCA,IL 60143 36-2167809 501(C)(3) 5,000 EVENT SPONSORSHIP NERO1707 PRINCE STREET 5 ALEXANDRIA,VA 22314 91-1850125 501(C)(3) 5,650 EVENT SPONSORSHIP POLITICO 1100 WILSON BLVD SUITE 610 ARLINGTON,VA 22209 20-5354799 85,000 EVENT SPONSORSHIP POLLINATOR PARTNERSHIP423 WASHINGTON ST 5TH FLOOR SAN FRANCISCO,CA 94111 94-3283967 5,000 CONFERENCE SPONSORSHIP REPUBLICAN STATE LEADERSHIP COMMITTEE 1800 DIAGONAL ROAD SUITE 230 ALEXANDRIA,VA 22314 05-0532524 50,000 REPUBLICAN STATE LEADERSHIP COMMITTEE 1800 DIAGONAL ROAD SUITE 230 ALEXANDRIA,VA 22314 05-0532524 5,000 15,000 501(C)(3) CONFERENCE SPONSORSHIP CONTRIBUTIONS MEMBERSHIP CONTRIBUTIONS POLITICAL ORGANIZATIONS EVENT SPONSORSHIP Form 990,Schedule I, Part II, Grants and Other Assistance to Governments and Organizations in the United States (a) Name and address of organization or government (b) EIN (c) IRC Code section if applicable (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of (g) Description of valuation non-cash assistance (book, FMV, appraisal, other) (h) Purpose of grant or assistance STATE LEGISLATIVE LEADERS FOUNDATION 1645 FALMOUTH ROAD BUILDING D CENTERVILLE,MA 02632 23-7148478 501(C)(3) 10,000 CONTRIBUTIONS MEMBERSHIP US CHAMBER OF COMMERCE1615 H STREET NW WASHINGTON,DC 20062 53-0045720 501(C)(3) 50,000 CONTRIBUTIONS MEMBERSHIP UTILITY ARBORIST ASSOCIATION2101 WEST PARK COURT CHAMPAIGN,IL 61821 37-1404021 501(C)(3) 12,500 CONFERENCE SPONSORSHIP UTILITY ARBORIST ASSOCIATION2101 WEST PARK COURT CHAMPAIGN,IL 61821 37-1404021 501(C)(3) 10,000 CONTRIBUTIONS ENVIRONMENTAL VOLTA LIVE INC5500 FRIENDSHIP BLVD 2322N CHEVY CHASE,MD 20815 20-5291054 WORLD CONFERENCE OF MAYORS INC108 GRAY STREET SUITE 101 TUSKEGEE,AL 36083 52-1373507 501(C)(3) CENTER FOR ENERGY WO RKFO RC E DEVELOPMENT701 PENNSYLVANIA AVE NW 3RD FLOOR WASHINGTON,DC 20004 20-4504014 501(C)(3) 7,500 EVENT SPONSORSHIP 5,000 EVENT SPONSORSHIP 205,261 FMV IN-KIND SUPPORT PROGRAM SUPPORT l efile GRAPHIC p rint - DO NOT PROCESS Department of the Treasury Internal Revenue Service DLN: 93493312024603 Compensation Information Schedule J (Form 990) As Filed Data - OMB No 1545-0047 For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1- Complete if the organization answered "Yes" to Form 990, Part IV, question 23. 1- Attach to Form 990. 1- See separate instructions. 20 12 Open to Public Inspection Employer identification number Name of the organization EDISON ELECTRIC INSTITUTE INC 13-0659550 Questions Regarding Compensation Yes I No la b 2 3 Check the appropiate box(es ) if the organization provided any of the following to or for a person listed in Form 990, Part VII , Section A, line la Complete Part III to provide any relevant information regarding these items 1 First-class or charter travel 1 Housing allowance or residence for personal use F Travel for companions 1 Payments for business use of personal residence 1 Tax idemnification and gross - up payments F Health or social club dues or initiation fees 1 Discretionary spending account 1 Personal services ( e g , maid, chauffeur, chef) If any of the boxes in line la are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain lb Yes Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line la? 2 Yes Indicate which , if any, of the following the filing organization used to establish the compensation of the organization 's CEO/ Executive Director Check all that apply Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III 4 F Compensation committee 1 F Independent compensation consultant F Written employment contract Compensation survey or study F Form 990 of other organizations F Approval by the board or compensation committee During the year, did any person listed in Form 990, Part VII, Section A, line la with respect to the filing organization or a related organization a Receive a severance payment or change-of-control payment? 4a b Participate in, or receive payment from, a supplemental nonqualified retirement plan? 4b c Participate in, or receive payment from, an equity-based compensation arrangement? 4c No Yes No If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III Only 501 ( c)(3) and 501 ( c)(4) organizations only must complete lines 5-9. 5 For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the revenues of a The organization? 5a b Any related organization? 5b If "Yes," to line 5a or 5b, describe in Part III 6 For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the net earnings of a The organization? 6a b Any related organization? 6b If "Yes," to line 6a or 6b, describe in Part III 7 8 9 For persons listed in Form 990, Part VII, Section A, line la, did the organization provide any non-fixed payments not described in lines 5 and 6? If "Yes," describe in Part III 7 Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was subject to the initial contract exception described in Regulations section 53 4958-4(a)(3)? If "Yes," describe in Part III 8 If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53 4958-6(c)? 9 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50053T Schedule 3 (Form 990) 2012 Schedule J (Form 990) 2012 Page 2 Officers , Directors , Trustees , Key Employees , and Highest Compensated Employees . Use duplicate copies if additional space is needed. For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii) Do not list any individuals that are not listed on Form 990, Part VII Note . The sum of columns (B)(1)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line la, applicable column (D) and (E) amounts for that individual (A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (ii) Bonus & (iii) Other (i) Base compensation incentive compensation reportable compensation (C) Retirement and other deferred compensation (D) Nontaxable benefits (E) Total of columns (B)(i)-(D) (F) Compensation reported as deferred in prior Form 990 See Additional Data Table Schedule 3 (Form 990) 2012 Schedule J (Form 990) 2012 Page 3 Supplemental Information Complete this part to provide the information, explanation, or descriptions required for Part I, lines la, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II Also complete this part for any additional information Identifier I Return Reference I Explanation PART I, LINE 1A PART 1, QUESTION 1A - TRAVEL FOR COMPANIONS JOHN EASTON $449 INCLUDED IN INCOME PART I, QUESTION 1A - HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES THOMAS KUHN $1,505 INCLUDED IN INCOME RICHARD MCMAHON $877 INCLUDED IN INCOME PART I, LINE 4B THE EDISON ELECTRIC INSTITUTE PROVIDES A NON-QUALIFIED PLAN FOR ELIGIBLE MANAGEMENT EMPLOYEES THOMAS R KUHN $2,444,903 DAVID K OWENS $278,246 BRIAN WOLF $102,851 EDWARD COMER $108,622 MARY MILLER $83,458 QUINLAN SHEA $46,852 RICHARD MCMAHON $68,230 JAMES FAMA $50,682 KATHRYN STECKELBERG $59,136 JOHN EASTON $38,586 BRIAN MCCORMACK $4,860 JOHN SCHLENKER $34,622 JAMES OWEN $23,012 RICHARD TEMPCHIN $26,050 Schedule 3 (Form 990) 2012 Additional Data Return to Form Software ID: Software Version: EIN: Name : 13-0659550 EDISON ELECTRIC INSTITUTE INC Form 990, Schedule J, Part II - Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (ii) Bonus & incentive compensation (i) Base Compensation THOMAS KUHN DAVID OWENS BRIAN WOLFF EDWARD COMER MARY MILLER QUINLAN SHEA III RICHARD MCMAHON JAMES FAMA KATHY STECKELBERG BRIAN MCCORMACK JOHN EASTON JR JOHN SCHLENKER RICHARD TEMPCHIN JAMES OWEN SADEGH RAZEGHI JAMES ROEWER BILL FANG PATRIC O'KELLEY LYNN LEMASTER (1) 850,506 (u) 0 (i) 520,455 (u) 0 (i) 528,954 (u) 0 (1) 284,573 (u) 0 (i) 263,091 (u) 0 (i) 240,130 (u) 0 (1) 238,641 (u) 0 (i) 232,641 (u) 0 (i) 245,466 (u) 0 (i) 244,650 (u) 0 (i) 212,031 (u) 0 (i) 192,114 (u) 0 (i) 185,641 (u) 0 (i) 182,794 (u) 0 (i) 174,460 (u) 0 (1) 144,199 (u) 0 (i) 167,771 (u) 0 (i) (u) 0 (i) 180,000 (u) 0 0 (C) Deferred compensation (D) Nontaxable benefits (E) Total of columns (B)(i)-(D) (iii) Other (F) Compensation reported in prior Form 990 or Form 990-EZ compensation 664,643 0 2,488,655 0 53,596 0 26,418 0 4,083,818 0 0 0 265,000 0 33,943 0 337,432 0 12,744 0 1,169,574 0 0 0 252,000 0 7,332 0 140,839 0 12,657 0 941,782 0 0 0 105,000 0 22,595 0 175,798 0 22,440 0 610,406 0 0 0 97,000 0 27,531 0 141,538 0 5,033 0 534,193 0 0 0 93,000 0 18,775 0 96,574 0 16,265 0 464,744 0 0 0 90,000 0 18,718 0 124,946 0 21,910 0 494,215 0 0 0 84,000 0 18,817 0 112,520 0 21,866 0 469,844 0 0 0 84,000 0 3,200 0 120,992 0 9,713 0 463,371 0 0 0 84,000 0 2,314 0 29,360 0 9,775 0 370,099 0 0 0 78,000 0 28,798 0 100,560 0 14,290 0 433,679 0 0 0 75,000 0 26,580 0 127,188 0 19,926 0 440,808 0 0 0 66,000 0 19,519 0 132,328 0 21,325 0 424,813 0 0 0 68,000 0 15,803 0 144,291 0 19,760 0 430,648 0 0 0 32,900 0 23,176 0 47,947 0 2,196 0 280,679 0 0 0 36,500 0 20,042 0 91,966 0 19,396 0 312,103 0 0 0 11,000 0 21,702 0 60,892 0 14,694 0 276,059 0 0 0 0 0 182,812 0 0 0 0 0 182,812 0 0 0 0 0 1,888,571 0 0 0 9,357 0 2,077,928 0 0 0 l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493312024603 (Form 990 or 990-EZ) 1- Complete if the organization answered "Yes" on Form 990, Part IV , lines 25a , 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b. 1- Attach to Form 990 or Form 990-EZ . 1- See separate instructions . Department of the Treasury Internal Revenue Service 12 Open Inspection 13-0659550 Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only). Cmmnlata iftha nrnanvatinn ancwarari "Yac" nn Fnrm 99O 1 20 Employer identification number Name of the organization EDISON ELECTRIC INSTITUTE INC L^l OMB No 1545-0047 Transactions with Interested Persons Schedule L (a) Name of disqualified person Part TV Iina 75a nr 75h (b) Relationship between disqualified person and organization nr Fnrm 990-F7 Part V lina 40h (c) Description of transaction (d) Corrected? Yes 2 Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958 . . . . . . . . . . . . . . . . . . . . . . . . . . . ^ $ 3 Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ^ No $ Loans to and / or From Interested Persons. Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26, or if the nrnan17atinn rannrtari an amniint nn Fnrm QQn Part Y Iina S A, nr 77 (a) Name of ( b) Relationship interested with organization person ( c) Purpose of loan (d) Loan to or from the organization? From To (1)THOMAS CEO KUHN Total IT.IIl SPLIT DOLLAR LIFE INSURANCE POLICY WITH CEO X ^ (f)Balance due ( e)Original principal amount ( g) In default? Yes 0 $ 536,273 (h) Approved by board or committee? No Yes No Yes No (i)Written agreement? Yes No Yes 536,273 , Grants or Assistance Benefitting Interested Persons. Complete if the organization answered "Yes" on Form 990, Part IV, line 27. (a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance For Paperwork Reduction Act Noticee see the Instructions for Form 990 or 990 -EZ. (d) Type of assistance Cat No 50056A (e) Purpose of assistance Schedule L (Form 990 or 990-EZ) 2012 Schedule L (Form 990 or 990-EZ) 2012 Page 2 Business Transactions Involving Interested Persons. Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c. (a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues? Yes No Supplemental Information Identifier I Return Reference I Explanation Schedule L (Form 990 or 990-EZ) 2012 efile GRAPHIC p rint - DO NOT PROCESS SCHEDULE 0 (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service As Filed Data - DLN: 93493312024603 OMB No 1545 0047 Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Form 990 or to provide any additional information . 1- Attach to Form 990 or 990-EZ. Name of the organization EDISON ELECTRIC INSTITUTE INC Identifier Return Reference FORM 990, PART VI, SECTION A, LINE 1 2012 Open Inspection Employer identification number Explanation THE BOARD OF DIRECTORS, AFTER EACH ANNUAL ELECTION OF DIRECTORS AND BY THE RESOLUTION ADOPTED BY A MAJORITY OF THE ENTIRE BOARD, MAY DESIGNATE FROM ITS OWN MEMBERSHIP AN EXECUTIVE COMMITTEE OF EIGHTEEN INCLUDING THE CHAIRMAN AND VICE CHAIRMEN IN ADDITION TO THOSE DESIGNATED TO SERVE ON THE EXECUTIVE COMMITTEE, FORMER CHAIRMEN OF THE INSTITUTE WHO CONTINUE AS CHAIRMAN OR CHIEF EXECUTIVE OFFICER OF A CLASS A INSTITUTE MEMBER SHALL SERVE AS EX OFFICIO, NON-VOTING MEMBERS OF THE COMMITTEE THE EXECUTIVE COMMITTEE MAY EXERCISE ALL THE POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD EXCEPT 1 APPROVAL OR RECOMMENDATION TO MEMBERS OF ACTION THAT IS REQUIRED TO BE APPROVED BY MEMBERS UNDER STATUTE, 2 THE FILLING OF VACANCIES IN THE BOARD OF DIRECTORS OR IN ANY COMMITTEE THEREOF, 3 THE FIXING OF COMPENSATION OF THE DIRECTORS FOR SERVING ON THE BOARD OR ON ANY COMMITTEE THEREOF, 4 THE AMENDMENT OR REPEAL OF THE BYLAWS OR THE ADOPTION OF NEW BYLAWS, 5 THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD WHICH BY ITS TERMS SHALL NOT BE SO AMENDABLE OR REPEALABLE AND AS OTHERWISE REQUIRED BY RESOLUTION OF THE BOARD OF DIRECTORS THE CHAIRMAN SHALL PRESIDE AT MEETINGS OF THE EXECUTIVE COMMITTEE VACANCIES IN THE MEMBERSHIP OF THE COMMITTEE SHALL BE FILLED BY THE BOARD OF DIRECTORS THE EXECUTIVE COMMITTEE SHALL KEEP REGULAR MINUTES OF THE PROCEEDINGS AND REPORT THE SAME TO THE BOARD WHEN REQUIRED Identifier Return Reference Explanation FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THREE VOTING CLASSES OF MEMBERSHIP OPERATING COMPANY MEMBERS INVESTOR-OWNED OPERATING ELECTRIC CORPORATIONS ENGAGED IN THE GENERATION, TRANSMISSION, OR DISTRIBUTION OF ELECTRICTY TO THE PUBLIC IN THE US OR ITS POSSESSIONS EEI'S US SHAREHOLDER-OWNED ELECTRIC COMPANY MEMBERS SERVE 95% OF THE ULTIMATE CUSTOMERS IN THIS SEGMENT OF THE INDUSTRY AND REPRESENT APPROXIMATELY 70% OF THE US ELECTRIC POWER INDUSTRY HOLDING COMPANY MEMBERS - BEING CORPORATIONS IN THE US OR ITS POSSESSIONS WHICH BY VIRTUE OF OWNERSHIP OF SECURITIES IN INVESTOR-OWNED CORPORATIONS ARE INTERESTED IN ADVANCING THE BUSINESS OF OPERATING ELECTRICAL COMPANIES IN RELATION TO THE SALE OF ELECTRICITY TO THE ULTIMATE CONSUMER SUBSIDIARY COMPANY MEMBERS - BEING SUBSIDIARY COMPANIES OF OPERATING COMPANY OR HOLDING COMPANY MEMBERS, SHALL BE ELIGIBLE FOR SEPARATE MEMBERSHIP PARTICIPATION ON STANDING COMMITTEES AND IN OTHER ACTIVITIES OF THE ORGANIZATION SHALL BE DEFINED BY AND DETERMINED FROM TIME TO TIME BY THE BOARD THE ORGANIZATION HAS THREE NON-VOTING CLASSES OF MEMBERSHIP INTERNATIONAL AFFILIATES - EDISON ELECTRIC INSTITUTES INTERNATIONAL AFFILIATES PROGRAM PROVIDES THE CRITICAL LINK THAT BRINGS TOGETHER ELECTRIC COMPANIES AROUND THE WORLD WITH THE US ELECTRIC POWER INDUSTRY THIS SPECIAL PROGRAM OFFERS ELECTRIC COMPANIES OUTSIDE THE US THE OPPORTUNITY TO BECOME EEI MEMBERS REGARDLESS OF THEIR OWNERSHIP FORM THROUGH ITS EXPANDED INTERNATIONAL INVOLVEMENT, EEI BROADENS THE VALUE OF SHARED EXPERTISE AND EXPERIENCE ON ISSUES OF CONCERN AND INTEREST TO ELECTRIC COMPANIES AROUND THE WORLD ASSOCIATES - EDISON ELECTRIC INSTITUTE INC ASSOCIATE MEMBERSHIP IS DESIGNED FOR FIRMS THAT HAVE AN INTEREST IN ADVANCING THE DEVELOPMENT OF THE ELECTRIC POWER INDUSTRY THESE FIRMS MAY PROVIDE GOODS AND SERVICES TO THE INDUSTRY, BUT MAY NOT BE ENGAGED IN THE GENERATION, TRANSMISSION, DISTRIBUTION, BROKERAGE, OR SALE OF ELECTRICITY ASSOCIATE MEMBERSHIP HELPS FIRMS TO BETTER KNOW AND UNDERSTAND THE INDUSTRY, THE PEOPLE, AND THE ISSUES HONORARY MEMBERS - MEMBERS WHO, ON ACCOUNT OF THEIR STANDING OR QUALIFICATIONS, IN THE OPINION OF THE BOARD AND BY ITS ELECTION, ARE ENTITLED TO SUCH HONOR Identifier Return Reference Explanation FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS ARE ELECTED AT THE ANNUAL MEETING BY VOTING CLASS MEMBERS OF THE ORGANIZATION EITHER IN-PERSON OR BY PROXY Identifier Return Reference FORM 990, PART VI, SECTION A, LINE 7B Explanation THE MEMBERSHIP OF THE ORGANIZATION DOES APPROVE BYLAW AMENDMENTS Identifier Return Reference Explanation FORM 990, PART DUE TO THE SIZE OF THE GOVERNING BODY AND MAGNITUDE AND COMPLEXITY OF THE FORM 990, THE VI, SECTION B, LINE RETURN FOR EDISON ELECTRIC INSTITUTE INC IS REVIEWED BY THE ORGANIZATION'S OUTSIDE CPA FIRM 11 AND REPORTED BY THE ENGAGEMENT PARTNER TO THE INSTITUTES EXECUTIVE COMMITTEE IN ADVANCE OF FILING Identifier Return Reference FORM 990, PART VI, SECTION B, LINE 12C Explanation THE ORGANIZATION HAS WRITTEN CONFLICT OF INTEREST POLICIES FOR ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES EDISON ELECTRIC INSTITUTE INC'S CODE OF BUSINESS CONDUCT HAS BEEN DISTRIBUTED TO ALL EMPLOYEES AND IS ON THE ORGANIZATION'S INTRANET SITE THIS DOCUMENT INCLUDES, IN PART, EEI'S CORE VALUES, OPERATING PRINCIPLES, CONFLICT OF INTEREST POLICY AND WHISTLEBLOWER POLICY, WHICH INCLUDES A CONFIDENTIAL 800 TELEPHONE NUMBER PERIODIC REMINDERS ARE GIVEN EDISON ELECTRIC INSTITUTE, INC HAS A WRITTEN DIRECTOR'S CONFLICT OF INTEREST POLICY, APPLICABLE TO ALL MEMBERS OF ITS BOARD OF DIRECTORS, WHICH WAS FORMALLY ADOPTED BY THE ORGANIZATION'S BOARD PERIODIC REMINDERS ARE GIVEN THE ORGANIZATION ALSO HAS A CORPORATE COMPLIANCE OFFICER, A POLICY AND PROCEDURE FOR REPORTING VIOLATIONS OF THE CODE OF BUSINESS CONDUCT AS WELL AS CONCERNS ABOUT THE USE OF EDISON ELECTRIC INSTITUTE INC'S CORPORATE RESOURCES AND FINANCIAL REPORTING AND A VENDOR CODE OF CONDUCT POLICY THERE HAS NOT BEEN A VIOLATION OF THE CONFLICT OF INTEREST POLICIES, ALTHOUGH WE STAND READY TO ENFORCE THE POLICIES IN APPROPRIATE CIRCUMSTANCES Identifier Return Reference FORM 990, PART VI, SECTION B, LINE 15 Explanation THE COMPENSATION OF THE ORGANIZATION'S CEO IS BASED ON RESULTS FROM COMPENSATION SURVEYS AND A REVIEW BY AN INDEPENDENT CONSULTANT ON AN ANNUAL BASIS THE CEO'S COMPENSATION IS REVIEWED BY THE ORGANIZATION'S COMPENSATION COMMITTEE AND APPROVED BY THE BOARD THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS BASED ON RESULTS FROM COMPENSATION SURVEYS AND A REVIEW BY AN INDEPENDENT COMPENSATION CONSULTANT ON AN ANNUAL BASIS OFFICER COMPENSATION IS REVIEWED BY THE ORGANIZATION'S COMPENSATION COMMITTEE AND APPROVED BY THE EXECUTIVE COMMITTEE Identifier Return Reference Explanation FORM 990, THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE A PUBLIC DOCUMENT AND ARE AVAILABLE ON PART VI, THE VIRGINIA SECRETARY OF STATE WEB SITE THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS SECTION C, LINE AVAILABLE UPON REQUEST THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE NOT MADE 19 AVAILABLE TO THE PUBLIC, HOWEVER THE BALANCE SHEET AND INCOME STATEMENT CAN BE FOUND ON THE FORM 990 WHICH IS MADE AVAILABLE TO THE PUBLIC ON VARIOUS WEB SITES AND UPON REQUEST Identifier CHANGES IN NET ASSETS OR FUND BALANCES Return Reference FORM 990, PART XI, LINE 9 Explanation OTHER COMPREHENSIVE LOSS -6,167,042 jefile GRAPHIC print - DO NOT PROCESS SCHEDULE R (Form 990) As Filed Data - DLN:93493312024603 OMB No 1545-0047 Related Organizations and Unrelated Partnerships 2012 1- Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37. 1- Attach to Form 990. 1- See separate instructions. Department of the Treasury Internal Revenue Service Name of the organization EDISON ELECTRIC INSTITUTE INC Employer identification number 13-0659550 Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.) (a) Name, address, and EIN (if applicable) of disregarded entity (b) Primary activity (c) Legal domicile (state or foreign country) (d) Total income (e) End-of-year assets (f) Direct controlling entity Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.) (a) Name, address, and EIN of related organization ( b) Primary activity (c) Legal domicile (state or foreign country) (d) Exempt Code section (e) Public charity status (if section 501(c)(3)) 501(C)(3) N/A (f) Direct controlling entity (g) Section 512 (b)(13) controlled entity? Yes (1) THOMAS ALVA EDISON FOUNDATION SCIENTIFIC/ EDUCATION DC 701 PENNSYLVANIA AVE NW No No N/A WASHINGTON, DC 20004 52-2106274 (2) CENTER FOR ENERGY WORKFORCE DEVELOPMENT EDUCATION DE 701 PENNSYLVANIA AVE NW 501(C)(3) N/A No N/A WASHINGTON, DC 20004 20-4504014 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50135Y Schedule R (Form 990) 2012 Schedule R (Form 990) 2012 Page 2 Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.) (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) Direct controlling entity (e) Predominant income(related, unrelated, excluded from tax under sections 512514) (f) (g) (h) (i) U) Share of Share of Disproprtionate Code V-UBI General or total income end-of-year allocations? amount in box managing assets 20 of partner? Schedule K-1 (Form 1065) Yes No Yes (k) Percentage ownership No Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.) (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) Direct controlling entity (e) Type of entity (C corp, S corp, or trust) (f) Share of total income (g) Share of endof-year assets (h) Percentage ownership (i) Section 512 (b)(13) controlled entity? Yes No Schedule R (Form 990) 2012 Schedule R (Form 990) 2012 ff^ Page 3 Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.) YesFNo Note . Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule 1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV? No a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity b Gift, grant, or capital contribution to related organization(s) c Gift, grant, or capital contribution from related organization(s) No d Loans or loan guarantees to or for related organization(s) No e Loans or loan guarantees by related organization(s) No f Dividends from related organization(s) if No g Sale of assets to related organization(s) lg No h Purchase of assets from related organization(s) lh No No Yes i Exchange of assets with related organization(s) li j Lease of facilities, equipment, or other assets to related organization(s) li No k Lease of facilities, equipment, or other assets from related organization(s) lk No - ll No lm No I Performance of services or membership or fundraising solicitations for related organization(s) m Performance of services or membership or fundraising solicitations by related organization(s) n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) In o Sharing of paid employees with related organization(s) to No p Reimbursement paid to related organization(s) for expenses lp q Reimbursement paid by related organization(s) for expenses lq Yes r Other transfer of cash or property to related organization(s) lr Yes s Other transfer of cash or property from related organization(s) is Yes I 2 I No No If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds (a) Name of other organization (b) Transaction type (a-s) (c) Amount involved (1) THOMAS ALVA EDISON FOUNDATION B 303,000 (2) CENTER FOR ENERGY WORKFORCE DEVELOPMENT B 310,261 (3) THOMAS ALVA EDISON FOUNDATION R 935,240 (4) CENTER FOR ENERGY WORKFORCE DEVELOPMENT R 62,845 (5) THOMAS ALVA EDISON FOUNDATION Q 1,020,627 (6) CENTER FOR ENERGY WORKFORCE DEVELOPMENT Q 97,368 (d) Method of determining amount involved Schedule R (Form 990) 2012 Schedule R (Form 990) 2012 Page 4 Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.) Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization See instructions regarding exclusion for certain investment partnerships (a) Name, address, and EIN of entity (b) Primary activity (c) Legal domicile (state or foreign country) (d) Predominant income (related, unrelated, excluded from tax under section 512514) (e) Are all partners section 501(c)(3) organizations? Yes No (f) Share of total income (g) Share of end-of-year assets (h) Disproprtionate allocations? Yes No (i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065) U) General or managing part ner? Yes (k) Percentage ownership No Schedule R (Form 990) 2012 Schedule R (Form 990) 2012 Page 5 Supplemental Information Complete this Dart to provide additional information for responses to auestions on Schedule R (see instructions Identifier Return Reference Explanation Additional Data Return to Form Software ID: Software Version: EIN: Name : 13-0659550 EDISON ELECTRIC INSTITUTE INC --> Form 990, Schedule R, Part V - Transactions With Related Organizations (a) Name of other organization (b) Transaction type (a-s) (c) Amount Involved THOMAS ALVA EDISON FOUNDATION B 303,000 CENTER FOR ENERGY WORKFORCE DEVELOPMENT B 310,261 THOMAS ALVA EDISON FOUNDATION R 935,240 CENTER FOR ENERGY WORKFORCE DEVELOPMENT R 62,845 THOMAS ALVA EDISON FOUNDATION Q 1,020,627 CENTER FOR ENERGY WORKFORCE DEVELOPMENT Q 97,368 (d) Method of determining amount involved