l efile GRAPHIC p rint - DO NOT PROCESS
Form

As Filed Data -

DLN: 93493320069582
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)

201 1

Department of the Treasury

0- The organization may have to use a copy of this return to satisfy state reporting requirements

Internal Revenue Service
A For the 2011

ME M

calendar year, or tax year beginning 01 -01-2011

B Check if applicable

O

and ending 12-31-2011
tmpioyer iaenriricarion nu

C Name of organization
EDISON ELECTRIC INSTITUTE INC

F Address change
Doing Business As

13-0659550
E Telephone number

Number and street (or P 0 box if mail is not delivered to street address ) Room/suite
701 PENNSYLVANIA AVE NW

G Gross receipts $ 159,984,010

Name change
(202)508-5000

r_ I nitia I return
Terminated
1 Amended return

City or town, state or country , and ZIP + 4
WASHINGTON , DC 200042696

I Application pending

F Name and address of principal officer
THOMAS R KUHN
701 PENNSYLVANIA AVE NW
WASHINGTON,DC 200042696

H(a) Is this a group return for
affiliates?
fl Yes
H(b)

Are all affiliates included ?

F No

fl Yes

F_ No

If "No," attach a list (see instructions)
I

Tax - exempt status

J

Website :1- WWW EEI ORG

F_ 501(c)(3)

F

501( c) ( 6 ) -4 (insert no )

1 4947(a)(1) or

F_ 527

H(c)

K Form of organization F Corporation 1 Trust F_ Association 1 Other 0-

Group exemption number 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

N umber of independent voting members of the governing body (Part VI, line 1 b)

W

r,f

.

.

.

3
.

.

5 Total number of individuals employed in calendar year 2011 (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

.

.

4

71

5

214

6

100

7a

731,498

7b

-215,388

Prior Year
8
9
13-

Program service revenue (Part VIII, line 2g)
Investment income (Part VIII, column (A), lines 3, 4, and 7d )

.

.

.

.

11

Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)

12

Total revenue-add lines 8 through 11 (must equal Part VIII, column (A), line
12) .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.

13

Grants and similar amounts paid (Part IX, column (A), lines 1-3 )

.

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)

sC
LLJ

b

Professional fundraising fees (Part IX, column (A), line 11e)

.

.

.

14

16a

.

.

Current Year
0

0

78,194,885

80,031,179

3,703,213

3,971,588

0

0

81,898,098

84,002,767

1,039,336

1,307,394

0

0

34,240,004

35,742,587

0

0

41,121,105

40,404,152

76,400,445

77,454,133

5,497,653

6,548,634

Contributions and grants (Part VIII, line 1h)

10

.

.

Total fundraising expenses (Part IX, column (D), line 25) 0- 0

17

Other expenses (Part IX, column (A), lines 11a-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
'M

ZLL

20

Total assets (Part X, line 16)

21

Total liabilities (Part X, line 26)

22

Net assets or fund balances Subtract line 21 from line 20

.

.
.

.
.

.
.

.
.

.
.

.
.

.
.

.
.

.
.

Signature Block
Under penalties of perjury, I declare that I have examined this return , including acco
knowledge and belief, it is true, correct, and complete . Declaration of preparer (othe
knowledge.

Sign
Here

Signature of officer
JOHN S SCHLENKER TREASURER/CFO
Type or print name and title
Preparers
signature

Date
KAREN GRIES

Paid

Preparer's
Use Only

71

Firm 's name (or yours
If self-employed),
address, and ZIP + 4

CLIFTONLARSONALLEN LLP
4250 N FAIRFAX DRIVE SUITE 1020
ARLINGTON, VA 22203

May the IRS discuss this return with the preparer shown above? (see instructs

.
.

.

End of Year

99,239,677

101,575,280

79,339,274

85,621,820

19,900,403

15,953,460

 Form 990 ( 2011)

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

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? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.

.

F Yes F No

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 and section 4947( a)(1) trusts 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) ENVIRONMENT/ENERGY RESOURCES PROGRAM IS COMPRISED OF A HOST OF ACTIVITIES INVOLVING CLEAN AIR, GLOBAL
CLIMATE, CLEAN WATER,CLEAN COAL TECHNOLOGIES, NATURAL GAS, HYDROPOWER, OTHER RENEWABLE FUELS, RAIL TRANSPORTATION, RISK ASSESSMENT, RISK
MANAGEMENT, AND WASTE ACTIVITIES AS THE ASSOCIATION FOR SHAREHOLDER-OWNED ELECTRIC UTILTIES, THESE PROGRAMS AND ACTIVITIES RELATE TO THE
EXEMPT PURPOSE OF EDISON ELECTRIC INSTITUTE, INC

4b

(Code

) ( Expenses $

including grants of $

) (Revenue $

EEI'S INDUSTRY STRUCTURE PROGRAM IS COMPRISED OF A HOST OF ACTIVITIES INVOLVING THE FEDERAL ENERGY REGULATORY COMMISSION (FERC), THE
NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION (NERC), AND THE NATIONAL ASSOCIATION OF REGULATORY COMMISSIONERS (NARUC) IT ALSO
INCLUDES ACTIVITIES ASSOCIATED WITH THE IMPLEMENTATION OF THE ENERGY POLICY ACT OF 2005 AND RELATED LITIGATION, SUBSIDY ISSUES, MODELING,
ECONOMIC RESEARCH, AND GENERAL ENERGY POLICY ADVOCACY AS THE ASSOCIATION FOR SHAREHOLDER-OWNED ELECTRIC UTILITIES, THESE PROGRAMS AND
ACTIVITIES RELATE TO THE EXEMPT PURPOSE OF EDISON ELECTRIC INSTITUTE INC

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 FOR SHAREHOLDER-OWNED ELECTRIC UTILITIES, THESE
PROGRAMS AND ACTIVITIES RELATE TO THE EXEMPT PURPOSE OF EDISON ELECTRIC INSTITUTE INC

4d

Other program services ( Describe in Schedule 0 )
(Expenses $

4e

including grants of $

) (Revenue $

Total program service expenses$
Form 990 (2011 )

 Form 990 (2011)

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

2

Is the organization required to complete Schedule B, Schedule of Contnbutors(see instructions) ?

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," completeSchedu/e C, Part III
S

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," completeSchedu/e D, Part II19 .

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, 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

7
8
9

.

No

3

6

.

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
e
f

12a

b

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 VII .

llb

No

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 .

11c

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 report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X.
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.

16

Did the organization maintain an office, employees, or agents outside of the United States?

lie

Yes

llf

Yes

.

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 valued at $100,000 or more? if "Yes, " complete
14b

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 U S ? If "Yes," complete Schedule F, Part II and IV .

15

No

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 U S ? If "Yes," complete Schedule F, Part III and IV .

16

No

17

No

18

No

19

No
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 11e? If "Yes," complete Schedule G, PartI

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 hospitals? If "Yes, "complete Schedule H .

20a

If"Yes" to line 20a, did the organization attach its audited financial statement to this return? Note . All Form 990
filers that operated one or more hospitals must attach audited financial statements

20b

b

Yes

Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes,"complete )
Schedule D, Parts XI, XII, and XIII
12a

Schedule F, Part I .

15

No

lla

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes, "complete Schedule E

14a

Yes

Did the organization report an amount for land, buildings, and equipment in Part X, linel0? If "Yes,"complete
Schedule D, Part VI.

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, XII, and XIII is optional
13

No
Yes

Form 990 (2011)

 Form 990 (2011)

Page 4

Checklist of Required Schedules (continued)
21

Did the organization report more than $5,000 of grants and other assistance to governments and organizations in
the United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II .
.

21

22

Did the organization report more than $5,000 of grants and other assistance to individuals in the United States
on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III .

22

23

Did the organization answer "Yes" to Part VII, Section A, questions 3, 4, or 5, about compensation of the
organization's current and former officers, directors, trustees, key employees, and highest compensated
employees? If "Yes,"completeScheduleJ .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.

23

24a

Yes

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 questions 24b-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, highly compensated employee, or
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 a grant selection committee member, or to a person related to such an individual? If "Yes,"
complete Schedule L, Part III .
.
.
.
.
.
.
.
.
.
.
.
.
.
19

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 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

33

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
ISI 33
.
.
sections 301 7701-2 and 301 7701-3? If "Yes,"complete Schedule R, PartI .
.
.
.
.
.

No

34

Was the organization related to any tax-exempt or taxable entity? If "Yes,"complete Schedule R, Parts II, III, IV,
and V, line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
IN

d
25a
b

26

27

28

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

35a
b

37
38

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

36

.

No

.

I

Is any related organization a controlled entity of the filing organization within the meaning of section 512(b)(13)?
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 .
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 .
.
.
.
.
.
.
.
.
.
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 15
Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 and 19?
Note . All Form 990 filers are required to complete Schedule 0
.
.
.
.
.
.
.
.
.
.
.

34

Yes

35a

Yes

35b

Yes

36

1

No

37
38

Yes
Form 990 (2011 )

 Form 990 (2011)
KEW

Page 5

Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule 0 contains a response to any question in this Part V
Yes

la

No

Enter the number reported in Box 3 of Form 1096 Enter-0- if not applicable

b
c
2a

232

lb

0

Enter the number of Forms W-2G included in line la Enter-0- if not applicable
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable
gaming (gambling) winnings to prize winners? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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

la

2a

1c

Yes

2b

Yes

3a

Yes

3b

Yes

214

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)

3a

Did the organization have unrelated business gross income of $1,000 or more during the
year? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b

4a

.

.

If "Yes," has it filed a Form 990-T for this year? If "No,"provide an explanation in Schedule O .

.
.

.
.

.
.

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 or securities
account)? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b

5a

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
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? .
.
b

7

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts
were not tax deductible? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.

6a

No

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

b

If "Yes," did the organization notify the donor of the value of the goods or services provided?

7b

c

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to
file Form 82827 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.

7c

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? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.

7e

f

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?

7f

g

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as
required? .

7g

h

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

8

9

.

.

7d

Sponsoring organizations maintaining donor advised funds.
a
b

10

Did the organization make any taxable distributions under section 4966?

.

Did the organization make a distribution to a donor, donor advisor, or related person?

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 . All 501(c)(29) organizations must list in Schedule 0 each state in which they are licensed to issue
qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization
13a
allocated to each state

b

Enter the aggregate amount of reserves the organization is required to maintain by
the states in which the organization is licensed to issue qualified health plans

c

13b

Enter the aggregate amount of reserves on hand
13c

14a
b

Did the organization receive any payments for indoor tanning services during the tax year?

.

.

.

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 (2011 )

 Form 990 ( 2011)

Lam

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
b
2

Enter the number of voting members of the governing body at the end of the tax
year .
.
.
.
.
.
.
.
.
.
.
.
.

la

71

Enter the number of voting members included in line la, above, who are
independent .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.

lb

71

No

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?

2

No

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?

3

No

4

Did the organization make any significant changes to its governing documents since the prior Form 990 was
filed?

4

No

5

Did the organization become aware during the year of a significant diversion of the organization's assets?

5

No

6

Did the organization have members or stockholders?

6

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? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.

7a

Yes

7b

Yes

8a

Yes

8b

Yes

b
8

.

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders,
or persons other than the governing body?
Did the organization contemporaneously document the meetings held or written actions undertaken during the
year by the following

a

The governing body?

b
9

.

.

.

.

.

.

.

.

.

.

.

.

.

.

Each committee with authority to act on behalf of the governing body?

.

.

.

.

.

.

.

.

.

.

.

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 i n Schedule 0
.
.
.
F
9

T

No

Section B. Policies (This Section B requests information about policies not required by 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? .
.
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing
the form?

No

10b

11a

No

Describe in Schedule 0 the process, if any, used by the organization to review the 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

.

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 fi Another' s website F Upon request
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 See Additional Data Table

19
20

State the name, physical address, and telephone number of the person who possesses the books and records of the organization0JOHN S SCHLENKER
701 PENNSYLVANIA AVE NW
WASHINGTON,DC 200042696
(202)508-5540
Form 990 (2011 )

 Form 990 (2011)

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, and current key employees 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 organizations compensated any current or former officer, director, or trustee
(A)
Name and Title

(B)
Average
hours
per
week
(describe
hours
for
related
organizations

(C)
Position (do not check
more than one box,
unless person is both
an officer and a
director/trustee)
iD =
boo
rt

,^
m 4

C
Schedule
0)

5
m
t
'

Qr

(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

T
0

4
^

M
1
^

See Additional Data Table

Form 990 (2011 )

 Form 990 (2011)

Page 8

Section A. Officers, Directors, Trustees , Key Employees , and Highest Compensated Employees (continued)

(A)
Name and Title

(B)
Average
hours
per
week
(describe
hours
for
related
organizations

(C)
Position (do not check
more than one box,
unless person is both
an officer and a
director/trustee)
iD =
boo
L
D
0 {7
'D
G
t
m 4
C

Schedule
0)

5
m

(E)
Reportable
compensation
from related
organizations
(W- 2/1099MISC)

(F)
Estimated
amount of other
compensation
from the
organization and
related
organizations

T
0

4

t
'

(D)
Reportable
compensation
from the
organization (W2/1099-MISC)

M
1

^

Qr

^

See Additional Data Table

lb

Sub -Total

.

.

.

.

.

.

.

.

.

.

.

.

c

Total from continuation sheets to Part VII, Section A

d

Total ( add lines lb and 1c )

.

.

.

.

.

.

.

.

.
.

.

.
.

.

.
.

.

.

13,519,537

0

2,544,458

Total number of individuals (including but not limited to those listed above) who received more than
$100,000 of reportable compensation from the organization-20
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

8,780,353

VENABLE LLP
575 SEVENTH STREET
WASHINGTON, DC 20004

CONSULTING

2,543,419

OCE BUSINESS SERVICES
855 AVENUE OF THE AMERICAS
NEW YORK, NY 10001

BUSINESS SERVICE CENTER

589,460

WINSTON & STRAWN LLP
1700 K ST
WASHINGTON, DC 20006

CONSULTING

516,310

ICF RESOURCES INC
9300 LEE HIGHWAY
FAIRFAX, VA 22031

CONSULTING

465,056

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 (2011 )

 Form 990 (2011)
N

Page 9

Statement of Revenue
(A)
Total revenue

la
C C
45 •
Cx^
i

Q M

Federated campaigns

.

b

Membership dues

.

c

Fundraising events

.

(B)
Related or
exempt
function
revenue

(C)
Unrelated
business
revenue

(D)
Revenue
excluded from
tax under
sections
512, 513, or
514

la
.

.

lb

.

1c

d

Related organizations

e

Government grants ( contributions)

.

ld
le

f

All other contributions, gifts, grants, and
similar amounts not included above

if

g

Noncash contributions included in

h

lines la-1f $
Total . Add lines la - 1f .

.

.

.

.

.

0-

.

Business Code
2a

MEMBERSHIP DUES

900099

68,642,616

68,642,616

a2

b

MEETINGS

900099

7,741,389

7,741,389

a'

C

PROGRAMS

900099

2,716,633

2,716,633

d

ADVERTISING

541800

731,498

e

PUBLICATIONS

511190

199,043

f

All other program service revenue

g

Total . Add lines 2a -2f .

3

.

.

.

.

.

. 0-

731,498
199,043

80,031,179

Investment income ( including dividends , interest
and other similar amounts )

0-

.

4

Income from investment of tax- exempt bond proceeds

5

Royalties

6a

Gross rents

b

Less rental
expenses
Rental income
or (loss)

.

.

.

.

.

.

.

.

.

.

(i) Real

c

d

Net rental inco me or ( loss)

c

Gross amount
from sales of
assets other
than inventory
Less cost or
other basis and
sales expenses
Gain or (loss)

d

Net gain or ( loss)

b

8a

.

.

4,051,732

-80,144

-80,144

0-

1,

.

(ii) Personal

.

.

(i) Securities
7a

,

4,051,732

(ii) Other

75,901,099

75,981,243

-80,144
.

.

.

.

.

.

.

.

. 10-

.

Gross income from fundraising
events ( not including
$

w
3

of contributions reported on line 1c)
See Part IV, line 18 .
L

a
b

b

Less

c

Net income or (loss ) from fundraising events

9a

direct expenses

.

.

.

Gross income from gaming activities
See Part IV, line 19 .
.
a

b

Less

c

Net income or (loss ) from gaming activities

10a

direct expenses

.

b
.

.

.0-

Gross sales of inventory, less
returns and allowances .
a

b

Less

c

Net income or (loss ) from sales of inventory

cost of goods sold

.

b

Miscellaneous Revenue

0-

.

Business Code

11a
b
C
d

All other revenue

.

e

Total .Add lines 11a-11d

.
.

.
0-

12

Total revenue . See Instructions

.

.

.

084,002,767

79,299,681

731,498

3,971,588

Form 990 (2011)

 Form 990 (2011)

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) but are not required to complete columns (B), (C), and (D)
Check if Schedule 0 contains a response to any question in this Part IX
( A)
Total expenses

Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII .

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

4

Benefits paid to or for members

5

Compensation of current officers, directors, trustees, and
key employees
.
.
.
.

7

Other salaries and wages

8

Pension plan contributions (include section 401(k) and section
403(b) employer contributions) .

3,605,014

9

Other employee benefits

2,358,023

13,723,356

10

Payroll taxes

11

Fees for services (non-employees)
a

Management

.

.

.

.

.

.

.

.

.

1,445,690

.

b

Legal

c

Accounting

d

Lobbying

e

Professional fundraising See Part IV, Tine 17

f

Investment management fees

g

(D)
Fundraising
expenses

14,610,504

Compensation not included above, to disqualified persons
(as defined under section 4958(f)(1)) and persons
described in section 4958(c)(3)(B) .

.

(-

(C)
Management and
general expenses

1,307,394

6

.

(B)
Program service
expenses

12,729,818
92,968

.

.

.

.

.

.

.

.

.

.

2,511,536

358,520

Other

4,541,060

12

Advertising and promotion

.

1,092,830

13

Office expenses

3,168,272

14

Information technology

1,463,387

15

Royalties

16

Occupancy

.

17

Travel

18

Payments of travel or entertainment expenses for any federal,
state, or local public officials

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 24f If line 24f amount exceeds 10% of
line 25, column (A) amount, list line 24f expenses on Schedule 0

.

1,969
4,680,715
.

.

.

.

.

.

.

.

.

.

.

1,944,184

10 ,330
6,086,728

.

.

472,268
.

a

MISCELLANEOUS

771,988

b

SUBSCRIPTIONS

445,746

c

PERSONAL PROPERTY TAX

31,833

d
e
f

All other expenses

25

Total functional expenses. Add lines 1 through 24f

26

Joint costs. Check here 1F- if following
SOP 98-2 (ASC 958-720) Complete this line only if the
organization reported in column (B) joint costs from a
combined educational campaign and fundraising solicitation

77,454,133

Form 990(2011)

 Form 990 (2011)

Page 11

Balance Sheet
(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

Receivables from current and former officers, directors, trustees, key employees, and
highest compensated employees Complete Part II of

2,600

1

2,600

9,099,767

2

4,928,791

1,402,958

4

1,832,899

439,144

5

485,851

3

.

Schedule L

6

(B)
End of year

Receivables from other disqualified persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B) Complete Part II of
Schedule L

6

7

Notes and loans receivable, net

7

8

Inventories for sale or use

8

9

Prepaid expenses and deferred charges

10a
b

Land, buildings, and equipment cost or other basis Complete
Part VI of Schedule D

10a

Less

10b

accumulated depreciation

.

.

.

.

9

1 ,951,220

1,547,479

10c

85,740,304

11

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

15

Other assets See Part IV, line 11

16

Total assets . Add lines 1 through 15 (must equal line 34)

17

Accounts payable and accrued expenses

18

Grants payable

.

11

91,164,473

14

.

0

15

515,718

99,239,677

16

101,575,280

7,463,447

17

6,611,543

18
27,194,773

20

Tax-exempt bond liabilities

21

Escrow or custodial account liability Complete Part IVof Schedule D

22

Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified

19

26,824,282

20
.

21

.

22

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

26

1 ,729,264

13

Deferred revenue

D

915,684

12
.

19

persons Complete Part II of Schedule L

1,007,425

3,680,484

.

Total liabilities . Add lines 17 through 25

.

44,681,054

25

52,185,995

79,339,274

26

85,621,820

19,900,403

27

15,953,460

Organizations that follow SFAS 117, 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

28

29

Permanently restricted net assets

29

r
_

Organizations that do not follow SFAS 117, check here 1 F- and complete
lines 30 through 34.

W_

<

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

32

33

Total net assets or fund balances

19,900,403

34

Total liabilities and net assets/fund balances

99,239,677

33

15,953,460

34

101,575,280

Form 990 (2011 )

 Form 990 (2011)

«

Page 12

Reconcilliation of Net Assets
Check if Schedule 0 contains a response to any question in this Part XI

.F

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
6

84,002,767

2

77,454,133

3

6,548,634

4

19,900,403

5

-10,495,577

6

15,953,460

.

Other changes in net assets or fund balances (explain in Schedule O)

.

Net assets or fund balances at end of year Combine lines 3, 4, and 5 (must equal Part X, line 33, column
(B))

GZ MM-

1

Financial Statements and Reporting
Check if Schedule 0 contains a response to any question in this Part XII

. (Yes

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

b

Were the organization's financial statements audited by an independent accountant?

2b

Yes

c

If "Yes," to 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

2c

Yes

d

If "Yes" to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued
on a separate basis, consolidated basis, or both
fl Separate basis

3a
b

.

No

F Consolidated basis

fl Both consolidated and separated basis

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 OMB Circular A-133? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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 (2011)

 l efile

GRAPHIC

p rint - DO NOT PROCESS

DLN: 93493320069582
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

2011

1- Complete if the organization is described below.
1- Attach to Form 990 or Form 990-EZ. 1- See separate instructions .

Department of the Treasury
Internal Revenue Service

• • -

'

•

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 , 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 on behalf of or
in opposition to candidates for public office in Part IV

2

Political expenditures

3

Volunteer hours

-

$

623,145

Complete if the organization is exempt under section 501 (c)(3).
1

Enter the amount of any excise tax incurred by the organization under section 4955

-

$

-

$

2

Enter the amount of any excise tax incurred by organization managers under section 4955

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

Enter the amount directly expended by the filing organization for section 527 exempt function activities

-

$

548,145

2

Enter the amount of the filing organization's funds contributed to other organizations for section 527
exempt funtion activities

-

$

75,000

3

Total exempt function expenditures Add lines 1 and 2 Enter here and on Form 1120-PO L, line 17b

0-

$

623,145

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

(1) DEMOCRATIC ATTORNEYS
GENERAL ASSOCIATION
(2) REPUBLICAN STATE
LEADERSHIP COMMITTEE

( b) Address

fl Yes

( c) EIN

(d) Amount paid from
filing organization's
funds If none , enter -0-

1580 LINCOLN ST SUITE 1125
WASHINGTON, DC 20002

13-4220019

25,000

1800 DIAGNONAL ROAD
ALEXANDRIA,VA 22314

05-0553252

50,000

For Privacy Act and Paperwork Reduction Act Noticee see the instructions for Form 990 .

Cat No 50084S

17 No

(e ) Amount of political
contributions received
and promptly and
directly delivered to a
separate political
organization If none,
enter -0-

Schedule C ( Form 990 or 990-EZ) 2011

 Schedule C (Form 990 or 990-EZ) 2011

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

1 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)
1 if the filing organization checked box A and "limited control" provisions apply
(a) Filing
O rganization'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?

Yes

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 ( orfiscaI year
beginning in)

2a

(a) 2008

(b) 2009

(c) 2010

(d) 2011

(e) Total

Lobbying non-taxable amount

b

Lobbying ceiling amount
150% of line 2a column e

c

Total lobbying expenditures

d

Grassroots non-taxable amount

e

Grassroots ceiling amount
(150% of line 2d, column (e))

f

Grassroots lobbying expenditures
Schedule C (Form 990 or 990-EZ) 2011

 Schedule C (Form 990 or 990-EZ) 2011

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 )) .
(a)
Yes
1

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? If "Yes," describe in Part IV

j

Total lines 1c through 1i

2a

(b)
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 carryover 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) if BOTH Part 111-A, lines 1 and 2 are answered "No" OR if Part III-A, line 3 is
answered "Yes".
1
2

Dues, assessments and similar amounts from members
Section 162(e) non-deductible lobbying and political expenditures ( do not include amounts of political
expenses for which the section 527(f) tax was paid).

1

66,037,569

12,326,086

a
b

Current year
Carryover from last year

2a
2b

277,003

c

Total

2c

12,603,089

3

Aggregate amount reported in section 6033(e)(1 )(A) notices of nondeductible section 162(e) dues

3

11,780,458

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

822,631

5

Su

5

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, and Part II-B, line 1i
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) 2011

 lefile GRAPHIC print - DO NOT PROCESS

DLN: 934933200695821
OMB No 1545-0047

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

I As Filed Data - I

2011

Supplemental Financial Statements
1- Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 9, 10, 11a 11b 11c 11d 11e 11f 12a , or 12b
1- Attach to Form 990. 1- See separate instructions.

Name of the organization
EDISON ELECTRIC INSTITUTE INC

bafffim
Employer identification number

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

Did the organization inform all grantees , donors, and donor advisors in writing that grant funds may 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

No

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 pleasure )
1 Preservation of an historically importantly land area
1

Protection of natural habitat

fl

Preservation of open space

1

Preservation of a certified historic structure

Complete lines 2a-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

2d

N umber of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year 04

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?

fl Yes

fl No

1 Yes

fl No

Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year 1Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year

0-$
Does each conservation easement reported on line 2 ( d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)?
9

In Part XIV, 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 organization answered "Yes" to Form 990, Part IV, line 8.
la

b

If the organization elected, as permitted under SFAS 116, 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 XIV, the text of the footnote to its financial statements that describes these items
If the organization elected, as permitted under SFAS 116, 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
(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 relating to these items
a

Revenues included in Form 990, Part VIII, line 1

b

Assets included in Form 990, Part X

For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

$
$
Cat No 52283D

Schedule D ( Form 990) 2011

 Schedule D (Form 990) 2011

r:FTnFW
3

Page 2

Organizations Maintaining Collections of Art, Historical Treasures , or Other Similar Assets (continued)

Using the organization's 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 XIV

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 XIV 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 Yes

1 No

F No

Amount

2a
b

Did the organization include an amount on Form 990, Part X, line 21?

fl Yes

fl No

If"Yes," explain the arrangement in Part XIV

MITIT-Endowment Funds . Com p lete If the or g anization answered "Yes" to Form 990, Part IV , line 10.
(a)Current Year

la

Contributions

c

Investment earnings or losses

d

Grants or scholarships

e

Other expenditures for facilities
and programs

f

Administrative expenses

g

End of year balance

(d)Three Years Back

(e)Four Years Back

.

.

.

.

Provide the estimated percentage of the yearend balance held as
a

Board designated or quasi-endowment 0-

b

Permanent endowment 0-

c
3a

Term endowment 0Are there endowment funds not in the possession of the organization that are held and administered for the
organization by
(i) unrelated organizations

b
4

(c)Two Years Back

Beginning of year balance

b

2

(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 XIV the intended uses of the organization's endowment funds

ITTMvi d

Land . Buildinas . and Eauioment . 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

39,798

3,899

35,899

d Equipment

2,111,988

1,675,476

436,512

e Other

1,528,698

271,845

1,256,853

Total . Add lines la -le (Column (d) should equal Form 990, Part X, column (B), line 10 (c).) .

.

0-

1,729,264

Schedule D (Form 990) 2011

 Schedule D (Form 990) 2011

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) should equal Form 990, Part X, col (B) line 12 )

01 1

Investments - Pro ram Related . See Form 990 , Part X , line 13.
(a) Description of investment type

(b) Book value

I

I

(c) Method of valuation
Cost or end-of-vear market value

Total . (Column (b) should equal Form 990, Part X, col (B) line 13 )

01 1
Other Assets . See Form 990 , Part X line 15.
(a) DescriDtion

(b) Book value

Total . (Column (b) should equal Form 990, Part X, co/.(8) line 15.)
1

Other Liabilities . See Form 990 , Part X
(a) Description of Liability

line 25.
(b) Amount

Federal Income Taxes
POSTRETIREMENT BENEFIT OBLIGATION

13,624,322

DEFERRED COMPENSATION

34,112,182

DEFERRED RENT

2,301,549

BENEFITS LIABILITIES

1,524,141

OTHER CURRENT LIABILITIES

338,385

LONGTERM LEASE OBLIGATION

185,416

LIFE INSURANCE LIABILITY

100,000

Total . (Column (b) should equal Form 990, Part X, col (B) line 25)

P. I

52,185,995

2. Fin 48 (ASC 740) Footnote In Part XIV, 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 (ASC740)
Schedule D ( Form 990) 2011

 Schedule D (Form 990) 2011

«

Page 4

Reconciliation of Chan g e in Net Assets from Form 990 to Financial Statements

1

Total revenue (Form 990, Part VIII, column (A), line 12)

1

2

Total expenses (Form 990, Part IX, column (A), line 25)

2

3

Excess or (deficit) for the year Subtract line 2 from line 1

3

4

Net unrealized gains (losses) on investments

4

5

Donated services and use of facilities

5

6

Investment expenses

6

7

Prior period adjustments

7

8

Other (Describe in Part XIV)

8

9

Total adjustments (net) Add lines 4 - 8

9

Excess or (deficit) for the year per financial statements Combine lines 3 and 9

10

10

«
1

Reconciliation of Revenue p er Audited Financial Statements With Revenue p er Re turn

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

c

Recoveries of prior year grants

d

Other (Describe in Part XIV)

e

Add lines 2a through 2d

3

2a
.

2b
2c

.

.

.

.

.

Subtract line 2e from line 1 .

4

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

2d

.

.

.

.

.

.
.

.

.

.

.

.

.

.

.

2e

.

.

.

.

.

.

3

.

.

.

.

.

.

4c

.

.

.

.

.

5

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

4a

b

Other (Describe in Part XIV)

.

.

.

.

.

.

.

.

.

.

4b

Add lines 4a and 4b .

.

.

.

.

.

.

.

.

.

.

c
5

.

.

.

.

.

Total Revenue Add lines 3 and 4c. (This should equal Form 990, Part I, line 12

«

Reconciliation of Expenses per Audited Financial Statements With Expenses per 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

.

.

1

.

2a
2b

.

.

.

d

Other (Describe in Part XIV )

e

Add lines 2a through 2d

.

.
.

.

.
.

.

.
.

.

.
.

.

.
.

.

.

.

.
.

.
.

.
.

.
.

.
.

.
.

.
.

.
.

.
.

.
.

2c
.

.

3

Subtract line 2e from line 1 .

Amounts included on Form 990, Part IX, line 25, but not on line 1:
a

.

.

4

5

.

.

2d
.

.

.
.

.
.

Investment expenses not included on Form 990, Part VIII, line 7b

b

Other (Describe in Part XIV )

.

.

.

.

.

.

.

.

.

.

.

Add lines 4a and 4b .

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

2e

.

.

.

.

.

3

.

.

.

.

.

4c

4b
.

.

.

Total expenses Add lines 3 and 4c. (This should equal Form 990, Part I, line 18

WINNOW

.

4a

c

.

.

.

.

.

.

.

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, Part XI, line 8, Part XII, lines 2d and 4b, and Part XIII, 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

Explanation
EDISON ELECTRIC INSTITUTE INC AND THE
FOUNDATION HAVE EVALUATED THEIR TAX POSITIONS
AND DETERMINED THAT THEIR POSITIONS ARE MORELIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION
EDISON ELECTRIC INSTITUTE INC AND THE
FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW
AND EXAMINATION BY FEDERAL AND STATE
AUTHORITIES THE TAX RETURNS FOR THE FISCAL YEARS
ENDED 2008 THROUGH 2010 ARE OPEN TO EXAMINATION
BY FEDERAL AND STATE AUTHORITIES
Schedule D (Form 990) 2011

 l efile

GRAPHIC p rint - DO NOT PROCESS

SCHEDULE F
(Form 990)

As Filed Data -

DLN: 93493320069582
OMB No 1545-0047

Statement of Activities Outside the United States

2011

■ Complete if the organization answered " Yes" to Form 990,
Part IV, line 14b, 15, or 16.
■ Attach to Form 990 . ^ See separate instructions.

Department of the Treasury

Open to Public
Inspection

Internal Revenue Service

Name of the organization
EDISON ELECTRIC INSTITUTE INC

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? .

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

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 (Use Part V if additional space is needed
(a) Region

( b) Number of
offices in the
region

(c) Number of
(d) Activities conducted in (e) If activity listed in (d) is a
employees or
region (by type ) (e g ,
program service, describe
agents in region or
fundraising , program
specific type of
independent
services, investments, grants
service(s) in region
contractors
to recipients located in the
region)

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

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

Yes

fl

No

(f) Total
expenditures for
region / investments
in region

327,473
3,509
8,017
3,749

342 , 748
0

0
0

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 .

fl

342,748
Cat No 50082W

Schedule F (Form 990) 2011

 Schedule F (Form 990) 2011
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. Check this box if no one recipient received more than $5,000 . . . . . . . . ^ F

Use Part V if additional space is needed.
1
(a) Name of
organization

(b) IRS code
section
and EIN ( if
applicable )

( c) Region

( d) Purpose of
grant

(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)

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) 2011

 Schedule F (Form 990) 2011

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.
Use Part V 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) 2011

 Schedule F (Form 990) 2011

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 (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 organization may be
required to file Form 3520 and/or Form 3520-A. (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 file 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) 2011

 Schedule F (Form 990) 2011

Page 5

Supplemental Information

Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional
information.

Schedule F (Form 990) 2011

 efile GRAPHIC print - DO NOT PROCESS

I As Filed Data - I

DLN: 93493320069582
OMB No 1545-0047

Schedule I
(Form 990)

Grants and Other Assistance to Organizations,

2011

Governments and Individuals in the United States
Department of the Treasury
Internal Revenue Service
Name of the organization
EDISON ELECTRIC INSTITUTE INC

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

jlj^l
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

.

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. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) 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

.

1 No

F

(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 Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 .

.

.

.

.

.

.

38

llk^
.

.

.

.

.

Cat No 50055P

.

.

.

.

.

.

.

.

.

.

.

.

^

11

Schedule I (Form 990) 2011

 Schedule I (Form 990) 2011
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.

Use Schedule I-1 (Form 990) 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

Supplemental Information . Complete this part to provide the information required in Part I, line 2, 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) 2011

 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

AABEPO BOX
92346
WASHINGTON, DC
20090

840782569

501C3

ACCF-CTR FOR
POLICY RESEARCH
1750 K STREET 400
WASHINGTON, DC
20006

521091172

501C3

( d) Amount (e) Amount of
of cash grant
non-cash
assistance

( f) Method of ( g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other)

( h) Purpose of grant
or assistance

25,000

EVENT
SPONSORSHIP

15 , 000

CONTRIBUTIONS /
MEMBERSHIPS

 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

ALLIANCE TO SAVE
ENERGY1850 M
STREET NW
WASHINGTON,DC
20006

5210829 91

501C3

ASAECENTER FOR
ASSOCIATION
LEADERSHIP1575I
STREET NW
WASHINGTON, DC
20005

530026940

501C6

( d) Amount o
cash grant

(e) Amount of
non - cash
assistance

( f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

5,000

EVENT
SPONSORSHIP

10,500

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

ASPEN INSTITUTE
PO BOX 222
QUEENSTOWN,MD
21658

840399006

501C3

BUILDING AND
CONSTRUCTION
TRADES DEPARTS
815 16TH STREET
NW SUITE 600
WASHINGTON, DC
20006

5300257 55

501C5

( d) Amount ( e) Amount of (f) Method of (g) Description
of cash grant
non-cash
valuation
of
assistance
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

7,400

CONTRIBUTIONS /
MEMBERSHIPS

15,000

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

CAMPAIGN FOR
HOME ENERGY
ASSISTANCE1615
L STREET NW
WASHINGTON, DC
20036

521243510

501C3

CAPITAL AREA
REACH PROGRAM
PO BOX 77213
WASHINGTON, DC
20013

264088542

501C3

(d) Amount (e) Amount of
of cash grant
non-cash
assistance

( f) Method of ( g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

15,000

CORPORATE
RESPONSIBILITY

5,000

CORPORATE
RESPONSIBILITY

 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

CENTER FOR
AUTOMOTIVE
RESEARCH1000
VICTORS WAY
SUITE 200
ANN ARBOR,MI
48108
CENTER FOR
ENERGY
WO RKFO RC E
DEVELOPMENT701
PENNSYLVANIA
AVE NW
WASHINGTON, DC
20004

( b) EIN

0779 97 8

204504014

(c ) IRC Code
section
if applicable

501C3

501C3

(d) Amount of ( e) Amount of
cash grant
non - cash
assistance

( f) Method of ( g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

( h) Purpose of grant
or assistance

5,000

SPONSORSHIP

105,000

PROGRAM
SUPPORT

 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 ( d) Amount ( e) Amount of ( f) Method of (g) Description
section
of cash grant
non-cash
valuation
of
if applicable
assistance
(book, FMV,
non-cash
appraisal,
assistance
other )

COALITION FOR A
FISCALLY SOUND
AMERICA888
SIXTEENTH STREET
NW
WASHINGTON, DC
20006

453770954

501C4

CONGRESSIONAL
BLACK CAUCUS
FOUNDATION1720
MASSACHUSETTS
AVE NW
WASHINGTON, DC
20036

5211605 61

501C4

( h) Purpose of grant
or assistance

25,000

CONTRIBUTIONS /
MEMBERSHIPS

10,000

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

CONGRESSIONAL
BLACK CAUCUS
INSTITUTE455
MASSACHUSETTS
AVE NW SUITE
150-355
WASHINGTON, DC
20001

522270607

501C4

CONSORTIUM OF
CATHOLIC ACAD
5001 EASTERN
AVENUE SUITE 207
HYATTSVILLE,MD
20782

522050972

501C3

( d) Amount (e) Amount of ( f) Method of ( g) Description
of cash grant
non-cash
valuation
of
assistance
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

10,000

EVENT
SPONSORSHIP

5,000

CORPORATE
RESPONSIBILITY

 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 ( d) Amount ( e) Amount of (f) Method of (g) Description
section
of cash grant
non-cash
valuation
of
if applicable
assistance
(book, FMV,
non-cash
appraisal,
assistance
other )

EDISON
INNOVATION
FOUNDATION1
RIVERFRONT PLAZA
3RD FLOOR
NEWARK,N3 07102

223442892

501C3

ELECTRIC DRIVE
TRANSPORTATION
ASSOCIATIO1101
VERMONT AVENUE
NW
WASHINGTON, DC
20005

5216650 58

501C6

(h) Purpose of grant
or assistance

5,000

CONTRIBUTIONS /
MEMBERSHIPS

12,500

PROGRAM
SUPPORT

 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

ELECTRICAL
SAFETY
FOUNDATION INT'L
1300 NORTH 17TH
STREET SUITE
1752
RO SSLYN, VA
22209

521892239

501C3

FAITH AND
POLITICS
INSTITUTE110
MARYLAND
AVENUE NE SUITE
504
WASHINGTON, DC
20002

521759052

501C3

( d) Amount o
cash grant

(e) Amount of
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

5,000

PROGRAM
SUPPORT

5,000

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

GEORGE W BUSH
PRESIDENTIAL
CENTERPO BOX
600610
DALLAS,TX 75206

204119317

501C3

HAWKS ALOFT INC
PO BOX 10028
ALBUQUERQUE,NM
87184

850418661

501C3

( d) Amount (e) Amount of
of cash grant
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

15,000

CORPORATE
RESPONSIBILITY

5,000

PROGRAM
SUPPORT

 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

JOINT CENTER FOR
POLITICAL AND
ECONOMIC
STUDIES1090
VERMONT AVENUE
NW SUITE 1100
WASHINGTON, DC
20005
KEYSTONE CENTER
1628 SAINTS JOHN
KED YSTONE,CO
80435

( b) EIN

(c ) IRC Code
section
if applicable

521069070

501C3

840688506

501C3

( d) Amount of (e) Amount of
cash grant
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

15,000

EVENT
SPONSORSHIP

10,500

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

LEADERSHIP
CONFERENCE ON
CIVIL AND HUMAN
RIGHTS1629 K
STREET NW 10TH
FLOOR
WASHINGTON, DC
20006

529789800

501C4

LEADERSHIP
GREATER
WASHINGTON INC
2101 L STREET NW
WASHINGTON, DC
20037

521552960

501C3

(d) Amount of (e) Amount of
cash grant
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

10,000

PROGRAM
SUPPORT

5,000

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

NATIONAL BLACK
CHAMBER OF
COMMERCE1350
CONNECTICUT
AVENUE NW SUITE
405
WASHINGTON, DC
20036

351889294

501C3

NATIONAL
CONFERENCE OF
STATE
LEGISLATURE 7700
EAST FIRST PLACE
DENVER,CO 80230

840772595

501C3

( d) Amount
of cash grant

(e) Amount of
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

15,000

EVENT
SPONSORSHIP

12,473

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

NATIONAL FUEL
FUNDS NETWORK
1010 VERMONT
AVENUE NW SUITE
718
WASHINGTON, DC
20005

5215597 09

501C3

NATIONAL LABOR
COLLEGE10000
NEW HAMPSHIRE
AVENUE
SILVER SPRING, MD
20903

520895834

501C3

(d) Amount o
cash grant

( e) Amount of
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

5,000

PROGRAM
SUPPORT

5,000

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

NATIONAL LAMPAC
701 PENNSYLVANIA
AVE NW
WASH NGTON,DC
20004

262620296

501C3

NATIONAL
MULTIPLE
SCLEROSIS
SOCIETY1800 M
STREET
WASHINGTON, DC
22036

5302375 85

501C3

( d) Amount o
cash grant

(e) Amount of
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

49,500

PROGRAM
SUPPORT

26,000

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

NATIONAL
ORGANIZATION OF
BLACK ELECTED
LEGISLATIVE
WOMENPO BOX
7217
DENVER,CO 80207

9545469 66

NATIONAL POLICY
ALLIANCE805 15TH
STREET NW2 FLR
WASHINGTON, DC
20005

453204563

(c ) IRC Code
section
if applicable

501C3

(d) Amount o
cash grant

(e) Amount of
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

15,000

PROGRAM
SUPPORT

7,500

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

PHI COMMUNITY
FOUNDATION701
NINTH STREET NW
EP9420
WASHINGTON, DC
20068

510367729

501C3

POINTS OF LIGHT
INSTITUTE600
MEANS STREET
SUITE 210
ATLANTA,GA
30318

650206641

501C3

(d) Amount o
cash grant

( e) Amount of
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

5,000

EVENT
SPONSORSHIP

5,000

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

PREVENT CANCER
FOUNDATION1600
DUKE STREET 500
ALEXANDRIA, VA
22314

5214295 44

501C3

RESOURCES FOR
THE FUTURE1616 P
STREET NW
WASHINGTON, DC
20036

5302209 00

501C3

(d) Amount of (e) Amount of
cash grant
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

10,000

EVENT
SPONSORSHIP

10,000

PROGRAM
SUPPORT

 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

ROOSEVELT
INSTITUTE520
LEXINGTON AVE
18TH FLOOR
NEW YORK, NY
10022

237213592

SC E'S
RIVERGRADE
VICTIMS FUND
1803 WALNUT
GROVE AVENUE
ROSEMEAD,CA
91770

951240335

(c ) IRC Code
section
if applicable

501C3

(d) Amount
of cash grant

(e) Amount of
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

10,000

PROGRAM
SUPPORT

5,000

CORPORATE
RESPONSIBILITY

 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

SO OTHERS MIGHT
EAT71 0 STREET
WA SHINGTON,DC
20001
SOUTHERN STATES
ENERGY BOARD
6325 AMHERST
COURT
NO RCROSS,GA
30092

( b) EIN

(c ) IRC Code
section
if applicable

237098123

501C3

580864888

501C1

( d) Amount o
cash grant

(e) Amount of
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

5,000

EVENT
SPONSORSHIP

7,500

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

TASTE OF THE
SOUTHPO BOX 2826
WASHINGTON, DC
20013

531343458

501C3

THOMAS ALVA
EDISON
FOUNDATION701
PENNSYLVANIA AVE
NW
WASHINGTON, DC
20004

5221062 74

501C3

(d) Amount o
cash grant

(e) Amount of
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

10,000

EVENT
SPONSORSHIP

65,604

PROGRAM
SUPPORT

 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

UNITED STATES
ENERGY
ASSOCIATION 1300
PENNSYLVANIA
AVE NW
WASHINGTON, DC
20004

1362198 69

501C3

UNITED WAY
NATIONAL CAPITAL
95 M STREET SW
WASHINGTON, DC
20024

530234290

501C3

(d) Amount (e) Amount of
of cash grant
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

5,000

EVENT
SPONSORSHIP

5,000

CORPORATE
RESPONSIBILITY

 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

US NAVY MEMORIAL
FOUNDATION701
PENNSYLVANIA AVE
NW
WASHINGTON, DC
20004

521104476

501C3

USHCC1424 K
STREET NW SUITE
401
WA SHINGTON,DC
20005

521754621

501C6

(d) Amount o
cash grant

(e) Amount of
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

5,500

EVENT
SPONSORSHIP

10,000

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

UTILITIES TELECO M
COUNCIL1901
PENNSYLVANIA AVE
NW
WASHINGTON, DC
20006

526042453

501C6

CONGRESSIONAL
BASEBALL GAME
1918 18TH STREET
WASHINGTON DC
20009
CHEVY CHASE, MD
20815

5260630 03

501C3

( d) Amount (e) Amount of
of cash grant
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

5,000

EVENT
SPONSORSHIP

10,000

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

WESTERN
GOVERNORS'
ASSOCIATION1600
BROADWAY SUITE
1700
DENVER,CO 80202
WESTERN LAMPAC
321 16TH AVENUE
SEO ATTLE,WA
98144

( b) EIN

(c ) IRC Code
section
if applicable

(d) Amount o
cash grant

(e) Amount of
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

84SECTION 170
0747227

10,000

PROGRAM
SUPPORT

202432543

12,000

EVENT
SPONSORSHIP

501C6

 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

WOMEN'S COUNCIL
ON ENERGY ANDPO
BOX 33211
WASHINGTON, DC
20033

( b) EIN

5212586 90

(c ) IRC Code
section
if applicable

501C3

(d) Amount o
cash grant

5 , 000

(e) Amount of
non-cash
assistance

(f) Method of (g) Description
valuation
of
(book, FMV,
non-cash
appraisal,
assistance
other )

(h) Purpose of grant
or assistance

EVENT
SPONSORSHIP

 l efile

GRAPHIC p rint - DO NOT PROCESS

Department of the Treasury
Internal Revenue Service

DLN: 93493320069582

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.

2011
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 orprovision of all 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 organization uses to establish the compensation of the
organization 's CEO/ Executive Director Check all that apply
F Compensation committee
F Written employment contract

4

F

Independent compensation consultant

F

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 Regs 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 Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

Cat No 50053T

Schedule 3 (Form 990) 2011

 Schedule J (Form 990) 2011

Page 2

Officers , Directors , Trustees , Key Employees, and Highest Compensated Employees . Use Schedule 3-1 if additional space 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, columns (D) and (E) for that individual
(A) Name

(B) Breakdown of W-2 and/or 1099-MISC compensation
(i) Base
compensation

(ii) Bonus &
incentive
compensation

(iii) Other
reportable
compensation

(C) Retirement and
other deferred
compensation

(D) Nontaxable
benefits

(E) Total of columns
(B)(1)-(D)

(F) Compensation
reported in prior
Form 990 or
Form 990-EZ

See Additional Data Table

Schedule 3 (Form 990) 2011

 Schedule J (Form 990) 2011

Page 3

Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines la, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8 Also complete this part for any additional information
Identifier
I

I

Return
Reference

Explanation

PART I, LINE
1A

PART 1, QUESTION 1A - TRAVEL FOR COMPANIONS THOMAS KUHN $492 INCLUDED IN INCOME JOHN EASTON $1,178 INCLUDED IN INCOME PART
I, QUESTION 1A - HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES THOMAS KUHN $1,380 INCLUDED IN INCOME RICHARD MCMAHON $860
INCLUDED IN INCOME

PART I, LINE
4B

THE EDISON ELECTRIC INSTITUTE PROVIDES A NON-QUALIFIED PLAN FOR ELIGIBLE MANAGEMENT EMPLOYEES WHOSE BENEFITS ARE REDUCED
BY IRS REGULATIONS THOMAS R KUHN $2,448,566 DAVID K OWENS $593,920 BRIAN WOLF $69,076 LYNN H LEMASTER $141,290 EDWIN R
ANTHONY $165,427 EDWARD H COMER $74,828 JOHN J EASTON $27,799 PATRIC D O'KELLEY $24,650 QUINLAN SHEA $34,657 KATHRYN
STECKELBERG $45,498 JAMES FAMA $37,625 RICHARD MCMAHON $53,358 MARY MILLER $62,030 JOHN SCHLENKER $3,370 RICHARD TEMPCHIN
$22,790
Schedule 3 (Form 990) 2011

 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

(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

THOMAS KUHN

(1)
(u)

821,583
0

644,853
0

5,270,191
0

48,902
0

24,646
0

6,810,175
0

2,544,000
0

DAVID OWENS

(i)
(H)

504,473
0

268,000
0

28,539
0

642,822
0

11,235
0

1,455,069
0

0
0

LYNN LEMASTER

(i)
(H)

13,773
0

184,000
0

219,824
0

183,670
0

1,419
0

602,686
0

0
0

BRIAN WOLFF

(i)
(H)

503,473
0

225,000
0

2,824
0

119,978
0

11,988
0

863,263
0

0
0

EDWIN ANTHONY

(i)
(H)

40,249
0

148,000
0

437,402
0

203,689
0

3,205
0

832,545
0

118,435
0

EDWARD COMER

(i)
(H)

281,864
0

99,000
0

8,509
0

123,730
0

21,678
0

534,781
0

0
0

MARY MILLER

(i)
(H)

265,759
0

100,000
0

15,565
0

110,932
0

5,392
0

497,648
0

0
0

PATRIC O'KELLEY

(i)
(H)

13,473
0

69,000
0

71,521
0

47,343
0

208
0

201,545
0

0
0

JOHN SCHLENKER

(i)
(H)

191,345
0

35,000
0

15,689
0

58,266
0

18,814
0

319,114
0

0
0

QUINLAN SHEA

(i)
(H)

232,191
0

90,000
0

20,449
0

88,926
0

15,569
0

447,135
0

0
0

RICHARD MCMAHON

(i)
(H)

230,172
0

90,000
0

17,605
0

108,427
0

21,184
0

467,388
0

0
0

JAMES FAMA

(i)
(H)

227,442
0

85,000
0

18,004
0

89,984
0

21,158
0

441,588
0

0
0

KATHRYN
STECKELBERG

(i)
(ii)

238,393
0

82,000
0

1,995
0

99,635
0

9,331
0

431,354
0

0
0

JOHN EASTON

(i)
(H)

206,201
0

76,000
0

35,502
0

76,701
0

13,617
0

408,021
0

0
0

BRIAN MCCORMACK

(i)
(H)

229,296
0

75,000
0

1,429
0

21,800
0

8,690
0

336,215
0

0
0

RICHARD TEMPCHIN

(i)
(H)

178,402
0

66,000
0

20,104
0

78,224
0

20,995
0

363,725
0

0
0

SADEGH RAZEGHI

(i)
(H)

169,977
0

32,900
0

22,565
0

50,319
0

2,531
0

278,292
0

0
0

JAMES ROEWER

(i)
(H)

144,925
0

43,400
0

17,478
0

48,143
0

20,874
0

274,820
0

0
0

 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
(i) Base

Compensation

(ii) Bonus &
incentive
compensation

(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

3 BRUCE BROWN

(1)
(u)

143,968
0

28,000
0

23,469
0

43,661
0

3,365
0

242,463
0

0
0

JAMES OWEN

(i)
(u)

164,650
0

15,000
0

13,111
0

44,993
0

18,414
0

256,168
0

0
0

 l efile GRAPHIC p rint - DO NOT PROCESS

Department of the Treasury

DLN: 93493320069582
OMB No 1545-0047

Transactions with Interested Persons

Schedule L
(Form 990 or 990-EZ )

As Filed Data -

0- 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 lines 38a or 40b.

2011
• .

0- Attach to Form 990 or Form 990-EZ. 1-See separate instructions.

Internal Revenue Service
Name of the organization
EDISON ELECTRIC INSTITUTE INC

L^l

Employer identification number

13-0659550
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).

2

Enter the amount of tax imposed on the 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 .

^

$

Loans to and / or From Interested Persons.
ComDlete if the organization answered "Yes" on Form 990. Part IV. line 26. or Form 990-EZ. Part V. line 38a

(b) Loan to
or from the?
( a) Name of interested person and
organization
purpose
To
(1)THOMAS KUHN
SPLIT DOLLAR LIFE INSURANCE
POLICY WITH CEO

( c)O riginal
principal amount

From

( e) In
default?
Yes

X

0

Total

$

IT.IIl

( d)Balance due

485,851

App o)ved
by board or
committee?
No

Yes

No

Yes

No

(g )Written
agreement?
Yes

No

Yes

485,851

Grants or Assistance Benefitting Interested Persons.
Com p lete if the or g anization answered "Yes" on Form 990 , Part IV, line 27.

(a) Name of interested person

(b)Relationship between interested person
and the organization

For Privacy Act and Paperwork Reduction Act Noticee see the
Instructions for Form 990 or 990-EZ.

Cat No 50056A

(c)Amount of grant or type of assistance

Schedule L (Form 990 or 990-EZ) 2011

 Schedule L (Form 990 or 990-EZ) 2011

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

(e) Sharing of
(c) Amount of
transaction

escription of transaction
(d) Description

revenues?
Yes

No

4-

Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions)
Identifier

Return Reference

Explanation
Schedule L (Form 990 or 990-EZ) 2011

 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: 93493320069582
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

2011
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 CEO
HAS A WRITTEN EMPLOYMENT CONTRACT 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 5

Explanation
NET UNREALIZED LOSSES ON INVESTMENTS -294,497 OTHER COMPREHENSIVE
LOSS -10,201,080 TOTAL TO FORM 990, PART XI, LINE 5 -10,495,577

 Identifier

EXPLANATION
FOR HOURS
WORKED

Return
Reference
FORM 990,
PART VII

Explanation

THOMAS R KUHN DEVOTES APPROXIMATELY 48 HOURS PER WEEK AS FOLLOWS EDISON ELECTRIC
INSTITUTE, INC 45 HOURS CENTER FOR WORKFORCE DEVELOPMENT 1 HOUR NATIONAL LAMPAC 0 5
HOUR THOMAS ALVA EDISON FOUNDATION 1 HOUR JOHN S SCHLENKER DEVOTES APPROXIMATELY 48
HOURS PER WEEK AS FOLLOWS EDISON ELECTRIC INSTITUTE, INC 45 HOURS CENTER FOR WORKFORCE
DEVELOPMENT 1 HOUR NATIONAL LAMPAC 0 5 HOUR THOMAS ALVA EDISON FOUNDATION 1 HOUR
MARY D MILLER DEVOTES APPROXIMATELY 48 HOURS PER WEEK AS FOLLOWS EDISON ELECTRIC
INSTITUTE, INC 45 HOURS CENTER FOR WORKFORCE DEVELOPMENT 1 HOURS EDISON ELECTRIC
INSTITUTE, INC VEBA 1 HOUR NATIONAL LAMPAC 1 HOUR

 jefile GRAPHIC print - DO NOT PROCESS

SCHEDULE R
(Form 990)

As Filed Data -

DLN:93493320069582
OMB No 1545-0047

Related Organizations and Unrelated Partnerships

2011

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" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN 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" on 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

(g)
(c)
Legal domicile (state
or foreign country)
rY)

(d)
Exempt Code section

Public charity status
(if section 501(c)
(3))

(f)
Direct controlling
entit Y

Section 512(b)(13)
controlled
organization
Yes

No

(1) THOMAS ALVA EDISON FOUNDATION
701 PENNSYLVANIA AVE NW

SCIENTIFIC/ EDUCATION

DC

501(C)(3)

N/A N/A

No

EDUCATION

DE

501(C)(3)

N/A N/A

No

WASHINGTON, DC 20004
52-2106274
(2) CENTER FOR ENERGY WORKFORCE DEVELOPMENT
701 PENNSYLVANIA AVE NW
WASHINGTON, DC 20004
20-4504014

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat No 50135Y

Schedule R (Form 990) 2011

 Schedule R (Form 990) 2011

Page 2

Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on 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)
Share of total
income

(9)
Share of end-ofyear
assets

(h)
Disproprtionate
allocations7

Yes

(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)

U)
General or
managing
part ner?

Yes

N.

(k)
Percentage
ownership

N.

Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on 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)

Share(oftotal
income

(9)
Share of
end-of-year
assets

(h)
Percentage
ownership

Schedule R (Form 990) 2011

 Schedule R (Form 990) 2011

Page 3

Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Yes

Note . Complete line 1 if any entity is listed in Parts II, III or IV

No

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?
a

Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity

la

b

Gift, grant, or capital contribution to related organization (s)

lb

c

Gift, grant, or capital contribution from related organization (s)

lc

No

d

Loans or loan guarantees to or for related organization( s)

ld

No

e

Loans or loan guarantees by related organization( s)

le

No

f

Sale of assets to related organization (s)

if

No

g

Purchase of assets from related organization (s)

lg

No

h

Exchange of assets with related organization( s)

lh

No

ii

No

Yes

i

Lease of facilities, equipment, or other assets to related organization( s)

j

Lease of facilities, equipment, or other assets from related organization (s)

1j

No

k

Performance of services or membership or fundraising solicitations for related organization (s)

lk

No

11

No

m Sharing of facilities, equipment, mailing lists, or other assets with related organization( s)

lm

No

n

Sharing of paid employees with related organization( s)

in

o

Reimbursement paid to related organization(s) for expenses

10No

p

Reimbursement paid by related organization(s) for expenses

lp

Yes

q

Other transfer of cash or property to related organization( s)

lq

Yes

Other transfer of cash or property from related organization( s)

lr

I

r

2

No

Performance of services or membership or fundraising solicitations by related organization (s)

Yes

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

(1) THOMAS ALVA EDISON FOUNDATION

(b)
Transaction
type(a-r)

(^)
Amount involved

Q

997,187

(2) THOMAS ALVA EDISON FOUNDATION

P

503,742

(3) CENTER FOR ENERGY WORKFORCE DEVELOPMENT

P

115,044

Q

84,833

(4) CENTER FOR ENERGY WORKFORCE DEVELOPMENT

(d)
Method of determining
amount
involved

(5)

(6)

Schedule R (Form 990) 2011

 Schedule R (Form 990) 2011

Page 4

Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on 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
sections 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) 2011

 Schedule R (Form 990) 2011

Page 5

Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions)
Identifier

Return Reference

Explanation
Schedule R (Form 990) 2011

 Additional Data

Software ID:
Software Version:
EIN:
Name :

13-0659550
EDISON ELECTRIC INSTITUTE INC

Form 990, Special Condition Description:

Special Condition Description
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

(C)
Position ( check all
that apply)
,D =
boo
,D 0 rD

(E)
Reportable
compensation
from related
organizations
( W- 2/1099MISC )

-n
°-

C
5

a

(D)
Reportable
compensation
from the
organization ( W2/1099-MISC)

D

(F)
Estimated
amount of other
compensation
from the
organization and
related
organizations

1

a
c

RICHARD C KELLY
CHAIR

3 00

X

0

0

0

THOMAS F FARRELL II
VICE CHAIR/CHAIR

3 00

X

0

0

0

LEWIS HAY III
VICE CHAIR

3 00

X

0

0

0

MICHAEL WYACKIRA
VICE CHAIR

3 00

X

0

0

0

WILIAM D JOHNSON
VICE CHAIR

3 00

X

0

0

0

ANDRES GLUSKI
DIRECTOR

1 00

X

0

0

0

TIM MCLEOD
DIRECTOR

1 00

X

0

0

0

ALAN R HODNIK
DIRECTOR

1 00

X

0

0

0

PAUL J EVANSON
DIRECTOR

1 00

X

0

0

0

WILLIAM D HARVEY
DIRECTOR

1 00

X

0

0

0

THOMAS R VOSS
DIRECTOR

1 00

X

0

0

0

MICHAEL G MORRIS
DIRECTOR

1 00

X

0

0

0

NICHOLAS K AKINS
DIRECTOR

100

X

0

0

0

JOHN C PROCARIO
DIRECTOR

1 00

X

0

0

0

SCOTT L MORRIS
DIRECTOR

1 00

X

0

0

0

DAVID R EMERY
DIRECTOR

1 00

X

0

0

0

DAVID M MCCLANAHAN
DIRECTOR

1 00

X

0

0

0

LAWRENCE J REILLY
DIRECTOR

1 00

X

0

0

0

ROBERT H YOUNG
DIRECTOR

1 00

X

0

0

0

STEVEN V LANT
DIRECTOR

1 00

X

0

0

0

MICHAEL H MADISON
DIRECTOR

1 00

X

0

0

0

BRUCE A WILLIAMSON
DIRECTOR

1 00

X

0

0

0

JOHN G RUSSELL
DIRECTOR

1 00

X

0

0

0

KEVIN BURKE
DIRECTOR

1 00

X

0

0

0

MAYO A SHATTUCK III
DIRECTOR

1 00

X

0

0

0

 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

(C)
Position (check all
that apply)
,o =
0
^] 5
C
,D 0 'D
0c

c

(D

fP
4'

(D

4
4•

'° a

(D)
Reportable
compensation
from the
organization ( W2/1099-MISC )

(E)
Reportable
compensation
from related
organizations
(W- 2/1099MISC)

-n
°-

(F)
Estimated
amount of other
compensation
from the
organization and
related
organizations

-D
C
+a

PAUL M BARBAS
DIRECTOR

1 00

X

0

0

0

GERARD M ANDERSON
DIRECTOR

1 00

X

0

0

0

JAMES E ROGERS
DIRECTOR

1 00

X

0

0

0

RICHARD RIAZZI
DIRECTOR

1 00

X

0

0

0

THEODORE F CRAVER JR
DIRECTOR

1 00

X

0

0

0

DAVID WSTEVENS
DIRECTOR

1 00

X

0

0

0

WILLIAM H SHEPPARD
DIRECTOR

1 00

X

0

0

0

ROBERT JS HANF
DIRECTOR

1 00

X

0

0

0

GERRY CHASSE
DIRECTOR

1 00

X

0

0

0

BRADLEY P BEECHER
DIRECTOR

1 00

X

0

0

0

WILLIAM L GIPSON
DIRECTOR

1 00

X

0

0

0

JOHN F YOUNG
DIRECTOR

1 00

X

0

0

0

ROD WEST
DIRECTOR

1 00

X

0

0

0

CHRISTOPHER CRANE
DIRECTOR

1 00

X

0

0

0

JOHN W ROWE
DIRECTOR

1 00

X

0

0

0

ANTHONY J ALEXANDER
DIRECTOR

1 00

X

0

0

0

EDWARD R MULLER
DIRECTOR

1 00

X

0

0

0

MICHAEL J CHESSER
DIRECTOR

1 00

X

0

0

0

MARY G POWELL
DIRECTOR

1 00

X

0

0

0

CONSTANCE LAU
DIRECTOR

1 00

X

0

0

0

ROBERT D KUMP
DIRECTOR

1 00

X

0

0

0

J LAMONT KEEN
DIRECTOR

1 00

X

0

0

0

CHARLES A SCHROCK
DIRECTOR

1 00

X

0

0

0

JOSEPH L WELCH
DIRECTOR

1 00

X

0

0

0

GARY J WOLTER
DIRECTOR

1 00

X

0

0

0

 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

(C)
Position ( check all
that apply)
,o =
0
^] 5
C
,D 0 'D
0c

c

(D

fP
4'

(D

4
4•

'° a

(D)
Reportable
compensation
from the
organization (W2/1099-MISC)

( E)
Reportable
compensation
from related
organizations
( W- 2/1099MISC)

-n
°-

(F)
Estimated
amount of other
compensation
from the
organization and
related
organizations

-D
C
+a

GREGORY E ABEL
DIRECTOR

1 00

X

0

0

0

DAVID L GOODIN
DIRECTOR

1 00

X

0

0

0

PHILIP BARNHARD IV
DIRECTOR

1 00

X

0

0

0

THOMAS B KING
DIRECTOR

1 00

X

0

0

0

JIMMY STATON
DIRECTOR

1 00

X

0

0

0

CHARLES W SHIVERY
DIRECTOR

1 00

X

0

0

0

ROBERT C ROWE
DIRECTOR

1 00

X

0

0

0

THOMAS 3 MAY
DIRECTOR

1 00

X

0

0

0

PETER B DELANEY
DIRECTOR

1 00

X

0

0

0

JOHN D ERICKSON
DIRECTOR

1 00

X

0

0

0

EDWARD J MCINTYRE
DIRECTOR

1 00

X

0

0

0

JOSEPH M RIGBY
DIRECTOR

1 00

X

0

0

0

PETER A DARBEE
DIRECTOR

1 00

X

0

0

0

CHRISTOPHER P JOHNS
DIRECTOR

1 00

X

0

0

0

DONALD E BRANDT
DIRECTOR

1 00

X

0

0

0

PATRICIA K VINCENT-COLLAWN
DIRECTOR

1 00

X

0

0

0

JAMES J PIRO
DIRECTOR

1 00

X

0

0

0

JAMES H MILLER
DIRECTOR

1 00

X

0

0

0

RALPH IZZO
DIRECTOR

1 00

X

0

0

0

KIMBERLY J HARRIS
DIRECTOR

1 00

X

0

0

0

STEPHEN P REYNOLDS
DIRECTOR

1 00

X

0

0

0

THOMAS A FANNING
DIRECTOR

1 00

X

0

0

0

MAURICE T KLEFEKER
DIRECTOR

1 00

X

0

0

0

JOHN B RAMIL
DIRECTOR

1 00

X

0

0

0

LON R GREENBERG
DIRECTOR

1 00

X

0

0

0

 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

(C)
Position (check all
that apply)
,o =
0
5
,D 0 V
c

o
-

(D)
Reportable
compensation
from the
organization (W2/1099-MISC)

( E)
Reportable
compensation
from related
organizations
(W- 2/1099MISC)

-n
°-

'°

(F)
Estimated
amount of other
compensation
from the
organization and
related
organizations

m
0

m
Q

G.

Qr

a,

JAMES P TORGERSON
DIRECTOR

1 00

X

0

0

0

PAUL) BONAVIA
DIRECTOR

1 00

X

0

0

0

ROBERT G SCHOENBERGER
DIRECTOR

1 00

X

0

0

0

CARL L CHAPMAN
DIRECTOR

1 00

X

0

0

0

CHRISTOPHER L DUTTON
DIRECTOR

1 00

X

0

0

0

WILLIAM B MOORE
DIRECTOR

1 00

X

0

0

0

MARK A RUELLE
DIRECTOR

1 00

X

0

0

0

GALE E KLAPPA
DIRECTOR

1 00

X

0

0

0

MATTHEW W SUNSERI
DIRECTOR

1 00

X

0

0

0

BENJAMIN GS FOWKE III
DIRECTOR

1 00

X

0

0

0

THOMAS KUHN
PRESIDENT

45 00

X

6,736,627

0

73,548

DAVID OWENS
EXECUTIVE VICE PRESIDENT

45 00

X

801,012

0

654,057

LYNN LEMASTER
SENIOR VP POLICY

45 00

X

417,597

0

185,089

BRIAN WOLFF
EXECUTIVE VICE PRESIDENT

45 00

X

731,297

0

131,966

EDWIN ANTHONY
VP CORP AFFAIRS

45 00

X

625,651

0

206,894

EDWARD COMER
VP, GENERAL COUNSEL

45 00

X

389,373

0

145,408

MARY MILLER
VP, HUMAN RESOURCES

45 00

X

381,324

0

116,324

PATRIC O'KELLEY
TREASURER/CFO

45 00

X

153,994

0

47,551

JOHN SCHLENKER
TREASURER/CFO

45 00

X

242,034

0

77,080

QUINLAN SHEA
EXEC DIR, ENVIRONMENT

45 00

X

342,640

0

104,495

RICHARD MCMAHON
EXE DIR, FINANCE/ENERGY S

45 00

X

337,777

0

129,611

45 00

X

330,446

0

111,142

KATHRYN STECKELBERG
EXEC DIR, GOVT RELATIONS

45 00

X

322,388

0

108,966

JOHN EASTON
VP INT'L PROGRAMS

45 00

X

317,703

0

90,318

BRIAN MCCORMACK
VP POLITICAL & EXTERNAL AFFAIRS

45 00

X

305,725

0

30,490

JAMES FAMA

EXEC DIR, ENERGY DELIVERY

 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

(C)
Position ( check all
that apply )
,o =
Z
C
,D 4
ID 0(D
0
c
o
+° 0
-

m

(D)
Reportable
compensation
from the
organization (W2 /1099-MISC )
-n
°
-

(E)
Reportable
compensation
from related
organizations
(W- 2/1099MISC)

(F)
Estimated
amount of other
compensation
from the
organization and
related
organizations

J

&

fD

a,

0.

RICHARD TEMPCHIN
EXEC DIR, RETAIL ENERGY SERVICES

45 00

X

264,506

0

99,219

SADEGH RAZEGHI
CIO

45 00

X

225,442

0

52,850

JAMES ROEWER
DIR, USWAG

45 00

X

205,803

0

69,017

J BRUCE BROWN
DEPUTY GEN COUNSEL, CORP
AFFAIRS

45 00

X

195,437

0

47,026

JAMES OWEN
EXEC DIR, MEMBER REL & MTG
SERVICES

45 00

X

192,761

0

63,407