990

Department of the

intemsl Revenue Service

A For the 2014 caiondar year, or tax year beginning

Treat-my
Information about Form 990 a 1-. 

Return of Organization Exempt From Income Tax
Under section 561(0), 527. or 4947(a)(13 of the Internal Revenue Code (except private foundations]
Dr Do not enter social security numbers on this as! my be made public.



  
 

OMB No. 1545?0047

Open to Public
inspection

 

3 990.

no:
.

 

  

 

Check it

applicablo:
Address
change

0 Name of organization

EDISON ELECTRIC INSTITUTE, INC.

Employer identification number

 



Doing business as

13?0659550

 

miss

Number and street (or FLO. box if mail is not delivered to street address)

701 AVENUE, N.W.

 

Roomi'suiie

?Tslephons number

202-508n5000

 

Elm?

return!
banal -
alod

Amended
return

City or town, state or province. country. and ZIP or foreign postai code

WASHINGTON. DC 20004~2596

150,069,276.
Htai Is this agroup return

 

Dism-

pending

 

Name and address of principal officertTHOMAS . KUHN
SAME AS ABOVE 

for subordinates? ElYes No
H(b) Are ali armorsilootoo No

 

I Taxoxempt status: 501(c)(3) 501(c){

6

Website: . EEI . ORG

)4 Unwind} 4947mm or 527

it attach a list. (see instructions)
His) Group exemo?ion number 

 

 

Form or our

aniza?on; Corporation Trust Association Other?

I Part I Summary

E. Year of formation: 1 9 3 3

 

State of iegal domicile: VA

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1 Briefly describe the organization?s mission or most signi?cant activities: TO PROVIDE A FORUM FOR THE
ELECTRIC UTELITY INDUSTRY .
2 Check this box itths organization discontinued its operations or disposed of more than 25% of its net assets.
3% 3 Number of voting members ol'iho governing body(PartVi, line is)  3 68
4 Number of independent voting members of the governing body (Part Vi, line 1b) ?4 6 8
5 Total number or individuals empioyed in calendar year 2014 {Part v. line 23}  5 
z? 5 TOta?mmber 0* 6 100
7 a Total unrelated business revenue from Part coiumo (G), line Net unrelgjted business taxable income from Form 990?1?, line Prior Year Current Veg;
8 Contributions and grants (Part VUL line 1h) 0 - 0 .
9 Program service revenue (Part VltlInvestment income (Part Vill, column lines Other revenue (Part column (A), tines 5, 6d, 8c, 90, ?lUc. and tie) 0 . .
12 Totai revonuo wado linesa through 11 (must equal Part oolumniA), line 12Grants and similar amounts paid (Part lX, column (A), lines 1-Bene?ts paid to orfor members (Part EX. column (A). tine 4)  . 0 .
3 ?15 Saiaries, other compensation, employee bene?ts (Part IX, ooiumn lines 51016a Professional fundraising fess (Part IX, column (A), line 1 to)  . 0 .
Total lundraising expenses {Part IX, column (D), line 25) 0 . . v?
17 ix, column (A). lines Its-136, ?i'lf-24sTotal expenses. Add lines 13-17 (must equal Part lX. coiumrr (A). line 25Reverrus less oxpenses. Subtract line 18 from tine Beginning oi Current Year End of Year
gs 20 .. 115,832,910. 121,025,677.
?g 21 Totairiabrtitiestrarm ?ne 26)  Ba . 4?Net assets or fund balances. Subtract line 21 from tine [-FTart II Signature Block

 

 

 

 

Under oenalties of perjury. geclare it
true, correct, and camp?re.)

i

ecl ail

have examines this return, including accompanying schedules and statements, and to the best of my knowledge and belief, iris
of Jews] (other than mar) is bass:I or; all information of which preparer has any knowledge.

I

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

92 
Sign Si ture 0 rate Date 
Hero JOHN . SCHLENKER CFO
Type or print name and title
Print/Type preparers nam? Preparer's signature 9329 ii? 
Paid DAVID TRI MNER self-employed Preparer Finn?s name .. CLIFTONLARSONALLEN LLP Firm's Elli Use Only Firm's address 4 25 0 . FAIRFAX DRIVE 1 Cl 2 0
ARLINGTON, VA 22203 
May the 3 RS discuss this rotum with the preparer shown above? {see instructions} .. Yes  No
?moor 21-07-14 LHA For Paperwork Reduction Act Notice. see the separate instructions. Form 990 (2014}



 

 

rogram Service Accomplishments
CheckifScheduie Ocontainsaresponse or note to any line in this Part [Ki
1 Brie?y describe the organization's mission: .
EDISON ELECTRIC INSTITUTE INC. IS THE ASSOCIATION OF 
SHAREHOLDER-OWNED ELECTRIC UTILITIES . THE INSTITUTE PROVIDES
AUTHORITATIVE ANALYSIS AND CRITICAL INDUSTRY DATA TO ITS MEMBERS
CONGRESS, GOVERNMENT AGENCIES, THE FINANCIAL COMMUNITY, AND OTHER

2 Did the organization undertake any significant program services during the year which ware not listed on

Form 990i2514} EDISON ELECTRIC INSTITUTE INC. 13?0659550 Pa 522

Part Statement of 

 

thep?orFormeeooreenEz'?  Elm [Em
if Wes," describe these new services on Schedule 0.

3 Did the Organization cease conducting, or make significant changes in how it conducts, any program services?m__  {:IYes No
If "Yes," describe these changes an Scheduie O. .

4 Describe the organizatian?s program senrice accompiishments for each cf its 1hree largest program services, as measured by expenses.
Section 501 Mia) and 501(c)(4) organizations are required to report {he amount of grants and allocations to others, the total expenses. and
revenue, i? any, for each program sewice reported.

4a {Codez (Expenses 3 hclud?ng grants of (Revenue 
EDISON ELECTRIC (EEI) ENVIRONMENTAL PROGRAM IS COMPRISED OF
A HOST OF ACTIVITIES INVOLVING AIR UALITY CLIMATE CHANGE CLEAN
WATER, CLEAN COAL TECHNOLOGIES, NATURAL RESOURCES, AND SITING AND
PERMITTING. AS THE ASSOCIATION OF ELECTRIC
UTILITIES, THESE PROGRAMS AND ACTIVITIES RELATE TO THE.EXEMPT PURPOSE
OF EDISON ELECTRIC INSTITUTE.

 

 

 

 

 

 

4b (Cede: )(Expanseas indudlng grants as (Remixes 
ENERGY DELIVERY PROGRAM IS COMPRISED OF A HOST OF ACTIVITIES
INVOLVING THE FEDERAL ENERGY REGULATORY COMISSIUN FERC AND THE NORTH
AMERICAN ELECTRIC    a IT ALSO INCLUDES.
SECURITY (CYBER AND PHYSICAL STORM RESILIENCY AND RESDONSE AND
TRANSMISSION ISSUES. AS THE ASSGCIATION 0F  
UTILITIES, THESE PROGRAMS AND ACTIVITIES RELATE TO THE EXEMPT PURPOSE
OF ELECTRIC INSTITUTE.

 

 

 

 

 

46 (Code: ?Expenses including graniso? (Ravenuas 
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 STUDIES. AS
Egg ASSOCIATION OF ELECTRIC UTILITIES THESE PROGRAMS
AND ACTIVITIES RELATE TO THE EXEMPT PURPOSE OF EDISON ELECTRIC
INSTITUTE.

 

 

 

 

 

 

 

4d Other program services (Describe in Schedule 
including grams cf (Revenue: 
4e Totgirproqrgm service expenses 
Form 990 (2014)

432002
11-07-14

2
20081117 137216 056433811200 2014.05090 EDISON ELECTRIC INSTITUTE, 056?0331



Form 99092014) EDISON ELECTRIC INSTITUTE . INC. 134659550 Page3
LEart Checklist of Required Schedules

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Ves No
1 Is the organization described in section 501(c)(3) or4947(a)(1) (other than a private foundation)?
If ?Yes'comnlete Schedule  i 
2 Is the organization required to complete Schedule 8, Schedule of Cont?butord? 2 
3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates tor
pubic of?ce? if "Yes complete Schedule C, Part!   .L.    3 
4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501 in) election in effect 
during ihe tax year? if "Yes," Complete Scheduie C, Part 4 - -
5 is the organization a section 501(c)(4), 501(c)(5), or 503(c)(6) organization that receives membership dues, assessments, or
similar amounts as defined in Revenue Procedure 9&1 9? if "Yes," complete Schedule C, Pan ll!   5 
6 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! 5
7 Did the organization receive or hold a conservation easement, including easements to preserve open space.
the environment, historic land areas, or historic structures? it ?Yes,? complete Schedule D, Part ll    7 
8 Did the organization maintain collections of works of art. historical treasures, or other similar assets? if ?Yes, complete
Schedule D. Part 8 
9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for
amounts not listed in Part or provide credit oounseiing. debt management, credit repair, or debt negotiation services?
if "Yes." compiete Schedule D. Farm!  9
10 Did the organization. directly or through a related organization, hold assets in temporarily restricted endowments, permanent
endowments, or quasiendowments? if ?Yes, complete Schedule D, Part to 
it if the organization?s answer to any of the following questions is "Yes." then complete Schedule D, Parts Vi, Vii, Vlli, 1X, or 
as applicable.
a Did the organization report an amount for land, ouiidings, and equipment in Part X, line 10? if ?Yes, complete Schedule D,
Part Vi  11a 
Did the organization report an amount for investments - other securities in Part X, iine 12 that is 5% or more of its total
assets reported in Part complete Schedule 11PM WI  11!: 
Did the organization report an amount for investments program related in Part X, line 13 that is 5% or more of its total
assets remitted in Part >2 line 16? lf?Yes,? compf?te Schedule Dr PM Vii!  116 
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 line If ?Yes' complete Schedule D, Part lX      1w 
3 Did the organization report an amount for other iiabilities in Part X, line 25? if ?Yes, compilers Schedule D, Part its 
i Did the organization?s separate or consolidated financiai statements for the tax year include a footnote that addresses
the organization?s for uncertain tax positions under 48 (A80 7'40)? if ?Yes, complete Schedule D, PariX  11f 
123 Did the organization obtain se parate. independent audited financial statements tor the tax year? if 'Yes, complete
Schedule 13, Parts x1 and 128 
in Was the organization included in consoiidated, independent audited financial statements for the tax year?
if "Yes, and if the organization answered "No to line 72a, than completing Schedule D, Parts Xi and is optional 12:; 
13 Is the organization a school described in section ll' ?Yes. complete Schedule 13 
34a Did the organization maintain an office, employees, or agents outside of the United States?   14a 
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 Schedule F. Parts land 14b 
15 Did the organization report on Part .IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any
foreign Organization? if ?Year? Commie Schedule Paris "and 1V  15 
16 Did the organization report on Part ix, column (A), line 3, more than $5,000 of aggregate grants or other assistance to
crfor foreign individuals? if Wes,? complete Scheduie F, Parts lliand 1V  16 
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 If "Yes, complete Schedule G. Part!   17 
18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part Vill, tines
10 and 8a? If "Yes, compiefe Schedule G. PM if  18 
19 Did the organization report more than $15,000 of gross income from gaming activities on Part Vlil, line 9a? if ?Yos, 
Complete Scheduie Gr Part!?  19 
203 Did the organization operate one or more hospital facilities? if ?Yes. 'i complete Schedule 20a 
it "Yes" to line 20a. did the orggnization attach a copy of its audited ?nancial statements to this return?    20b
Form 990 
432903
i1-0??14
3

20081117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, {356?0331



 

Form 990 (2014]

EDISON ELECTRIC INSTITUTE, INC.

1 Part 1 Checklist of ?equired Schedules (continued)

13~0659550

Page Did the organization report more than $5,090 of grants or other assistance to any domestic organization or

domestic government on Part ix, column line no "Yeaf complete Schedule l, Farmland ll 
Did the organization report more than $5,990 or grants or other assistance to or for domestic individuals on

Part 91, column (A), line if ?Yes.? complete Schedule A Pan?s land!? 
Did the organization answer "Yes" to Part Vll, Section A, line 3, 4, or 5 about compensation of the organization's current

and former officers, directors, trustees, key employees, and highest compensated employees? lr "Yes, complete
Scheduled ..
Did the organization have a taxexempt bond issue with an outstanding principal amount of more than $100,000 as of the
last day of the year, that was lagoon after December 31, 2002? If "Yes, answer lines 24!: through 211d and complete
Schedule K- If 90 to line 258   

Did the organization invest any proceeds of taxaexempt bonds beyond a temporary period exception?  
Die the organization maintain an escrow account other than a reasoning escrow at any time during the year to deroase
anriamxemptbends? 
Did the organization act as an "on behalf of? issuer for bonds outstanding at any time during the year?   
Section 501fc)(31, 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess hene?t

transaction with a disqualified person during the year? if "Yes," complete Schedule L, Part!  
is the organization aware that it engaged in an excess bene?t transaction with a disqualified person in a prior year, and

that the transaction has not been reported on any of the organization '3 prior Forms 990 or 99032? "Yes," complete
Schedule L. Par?! .
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or

former officers, directors, tru?tees, key emoioyaes, highest compensated employees, or disqualified persons? if "Yea, 
complete Schedule L. Part}? 
Did the organization provide a grant or other assistance to an of?cer, director, trustee, key employee, substantial

contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member

of any of these persons? If "Yes, complete Schedule L. Part1?     
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Pan iv

instructions for applicable ?ling thresholds, conditions, and exceptions):

A current 0r forrner officer, director, trustee, or key employee? 11' "Yes, complete Schedule L, Parr JV 
A family member of a current or former officer, director, trustee, or trey employee? if "Yes, complete Schedule L, Part lV 
Arr-entity of which a current or former of?cer, director, trustee, or key employee (or a family memher thereof) was an of?cer,
director, trustee, or direct or indirect owner?? If 'Yes, complete Schedule L, Part n/ 
Did the organization receive more than $25,000 in non-cash contributions? If ?Yes,? complete Schedule   
Did the organization receive contributions of art. historical treasures, or other similar assets, or quali?ed conservation
contributions? If "Yes, complete Schedule  
Did the organization liquidate, terminate, or dissolve and cease operations?
If "Yes: complete Schedule N, Par? ..
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? if "Yes, complete

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations

sections 301.7701-2 and 'Yss,? complete Schedule H, Part!     
Was the organization related to any tax-exempt or taxable entity? If ?Yes, complete Schedule B, Part II, ill, or iv, and
renumwi 

Did the organization have acontrciied entity within the meaning of section   
If ?Yes? to line 35a, did the organization receive any payment from or engage in any transaction with a oontroiied entity
within the meaning of section it? "Yes, complete Schedule 8, Part V, line 2   
Section annexe) organizations. Did the organization make any transfers to an exemot non?chantable related organization?
ll "Yesi' Commie Schedule 9. Part V, line 2  . 
Did the organization conduet 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 H, Part Vi 
Did the organization complete Schedule 0 and provide explanations in Schedule for Part Vi, lines 11b and 19?

Note, All Form 990 fliers are required to compiete Schedule 38X

 

432004

11-0744

20081117 137216 

4
2014.05000 EDISON ELECTRIC INSTITUTE,

 

 

 

Form 990 (2014)

056?0331



 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form 990 2014 EDISON ELECTRIC INSTITUTE. INC. 1341659559 Paoe5
- Statements Regarding Other Filings and Tax Compliance
Check if Schedule 0 contains a response or note to any line in this Part El
Yes No
13 Enter the number reported in 80x3 of Form 1096. Enter 1} it not applicable   1a 1 
Enter the number of Forms included in iine to. Enter -0- it not applicable 1b 0
9 {aid the organization comply with backup withholding ruins for reportabio payments to vendors and reportable gaming
(gambling) winnings to prize winners?  .. .. 1c
23 Enter the number of employees reported on Form we, Transmittai of Wage and Tax Statements.
?led for the calendar year ending with or within the year covered by this return  2a 2 3 2
if at toast one is reported on line 2a, did the organization ?le required federai empioyment tax retums?  
Note. lithe sum of iines 1a and 2a is greater than 250, you may be required to e??ie (see instructions}  
33 Did the organization have unrelated business gross income of$1,000 or more during the year? 3a 
in it "Yes," has it ?ied a Form 990? for this year? If ?No, to line provide an explanation in Schoduie at: 
4a At anytime durin the calendar year, did the organization have an interest in, or a eignaturo or other authority over, a
?nancial account in aforeign country (such as a bank account, securities account. or other financial account)? .. 4a 
if "Yes," enter the name of the foreign country: 
See instructions for ?ling requirements for Form 1 14. Report of Foreign Bank and Financiai Accounts 
53 Was the organization a party to a prohibited tax oheitertransaciion at any time during the tax year?   5.3 
33 Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter 5b 
it ?Yes,? to line 5a or 5b, did the organization ?le Form 8886??  5c
6a Does the organization have annual gross receipts that are normally greater than $1 00,000, and did the organization solicit
any contributions that were not tax dodoctibta as charitabie contributions?    
if "Yes," did the organization inctude with every solicitation an express statement that such contributions or gifts
Were not taxdeduct?ble?  
it Organizations that may receive deductible contributions under section 170(c).
a Did the organization receive a payment in excess oi$75 made pandas a contribution and partly tor goods and services provided to the payer? 7a
If "Yes." did the organization notify the donor of the value of the goods or services provided? "it:
Did the organization soil, exchange, or otherwise dispose of tangible personal property for which it was required
to ?ie Perm 8282?   .   7c
if ?Yes.? indicate the number of Forms 8282 filed during the year  i 7d 
Did the organization receive any funds, directly or indirectiy, to payr premiums on a personal benefit contract? 7e
1? Did the organization, during the year. pay premiums, directly or indirectly, on a personal bene?t contract? 7f
9 if the organization received a contribution of quainied intellectuai property, did the organization ?ie Form 3899 as required?? 79
if the organization received a contribution of cars, boats. airplanes, or other vehioies, did the organization file a Form 10986? 711
8 Sponsoring organizations maintaining donor advised fonds. Did a donor advised fund maintained by the
sponsoring organization have excess business holdings at anytime during the year? 8
9 Sponsoring organizations maintaining donor advised funds.
3 Did the sponsoring organization make any taxabie distributions under section 4966? 93
1; Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? 9b
10 Section 501(c)(7) organizations. Enter".
a initiation fees and capitai contributions included on Part line 12 10a
Gross receipts. included on Penn 990, Part tine 12, for public use of club facilities  10b
11 Section 501(c)(9) organizations. Enter:
a Gross income from members or sharehoiders   11a
Gross income from other sources (Do not not amounts due or paid to other sources against
amounts due or received from them-i  11b
12a Section 4947(aii'i) nonwexempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 1941
if ?Yes,? enter the amount of tax-exempt interest received or accrued during the year 12b
13 Section 561(c)(29) qualified nonpro?t health insurance issuers.
a is the organization licensed to issue qualified health plans in more than one state? 13a
Note. See the instructions for additional information the organization must report on Schedule 0.
l3 Enterthe amount of reserves the organization is required to maintain by the states in which the
organization is iicensed to issue quali?ed health plans  13b
Enterthe amount of reserves on hand  13c -
14a Did the organization receive any payments for indoor tanning services during the tax year? 143 
it ?Yes.? has it filed a Form '?20 to report these pavments?1f "No, provio?p explanation in Schedule 0   14b
Form 990 {2814)
432005
n-ornq
5
20081117 137216 056?0381120?0 2014 . 05000 EDISON ELECTRIC INSTITUTE 05643331



  

EDISON ELECTRIC I STITUTE INC. Pae?

Governance, Management, and Dislours Forean 'Yos" response to lines 2 through 7o boron, and fora "No" response
to line Ba, so, or too below, describe the circumstances, processes, or changes in Schedule 0. See 

Check ifSonodule 0 contains a response or note to any line in this Part VI   .. . 
Section A. Governing Body and Management

   

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes No
to Enter the number of voting members of the governing body at the and citho tax year  ta 6 8
lfthere are material differences in voting rights among members of the governing body, or it the governing
body delegated broad asthorliyto an executive committee or similar committee. explain in Schedule 0.
13 Enter the number of voting members included in line 1a, above, who are independent 1b 5 8
2 Did any of?cer, director, trustee, or key employee have afamily relationship or a business rotationship with any other
oifioen director, trustee, or key employee?  2 
3 Did the organization delegate control over management duties customarily by or under- the direct supervision
of of?cers, directors, or trustees, or key employees to a management company or other person?    3 
4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?    4 
5 Did the organization become aware during the year of a signi?cant diversion oftho organization?s assets?  I   5 
6 organization have members orstooidwkfots?  
73 Did the organization have members, stockholders, or other persons who had the- powor to elect or appoint one Or
more members of the governing body?   ta 
No any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or
persons otherthan the governing body?  7b is
8 Did the organization contemporaneoust document the meetings held or written actions undertaken during the year by the following: i
a the governingwa  as 
Each committee with authority to act on behalf of?oe governing body? ., 8b 
9 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? it ?Yes,? provide the names and addresses in Schedule 0   9 
Section B. Policies (This doction requests information about policies not required by the lntemsl Revenue Code.)
I Yes No
we Didthe organization 10a 
If ?Yes,? did the organization have written policies and procedures governing the activities of such chapters, af?liates,
and branches to ensure their operations are consistent with the organization's exempt purposes?    10b
113 Has the organization provided a complete copy of this Form 990 to at: members of its governing body before tiling the form? 
{Describe In Scheduls 0 the process, it any, used by the organization to review this Form 990. 7
12a Did the organization have a written conflict of interest policy? if ?No,?go to line 13   123 
Were ol?cers, directors. or trustees, and key employees required to disclose annually interests that would give rise to oontiiots?   1213 
:3 Did the organization regularly and oonsistentiy monitor and enforce compliance with the poiicy? If ?Yes, describe
in Schedule Chamois wasdono  12c 
13 Didtho organization havoawritton whistioblowerpolicy?  13 
14 (Did the organization have a written document retention and destruction policy? 14 
15 Did the process for determining compensation of the following persons include a review and approvai by independent 
persons, comparability data, and contemporansOus Substantiation of the deliberation and decision? .-
a The organization '5 CE), Executive Director, or top management 07159431 ., 153 
Other officers or key employees of the organization .. 15b 
if ?Yes? to line 15a or 15b, describe the process in Schedule 0 (see 
163 Did the organization invost in, contribute assets to. or participate in a joint venture or simiiar 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 coder applicable federal tax law, and take steps to safeguard the organization?s
exempt status with respect to such arrangements? .. . . .   . 16b

 

 

 

 

 

 

Section C. Disclosure

17 List the states with which a copy ofthis Form 990 is required to be ?led NONE

13 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 9903? {Section 501(c)(3)s only) avaliabie
for public inspection. indicate how you mods those available, Check all that apply.

Own website Another?s website Upon request 1: Other {explain in Schedule 0)

19 Describe in Schedule 0 whether {and ifso. how) the organization made its govoming documents, contiict of interest policy, and financial
statements available to the public during the tax year.

29 State the name, address, and telephone number of the person who possesses the organization?s books and records: b?
JOHN . SCHLENKER - 202?508?5540
7 01 AVE . NW, WASHINGTON . iszoos 11-07-14 Form 990 (2014)

6
20081117 137215 2014 . 05000 EDISON ELECTRIC INSTITUTE, 055?0331



 

Form 990 2014 EDISON ELECTRIC INSTITUTE INC . VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Empioyees, and independent Contractors
Check if Schedule 0 contains a response or note to any line in this Part VII  
Section A. Ot?oors, Directors, Trustees. Key Employeomnd Highest Compensated Employees 
13 Complete this table for ail persons required to be tistod. Report compensation for the caiendar year ending with or within the organization's tax year.
I List all of the organization 's current of?cers, directors, trustees (whether individuals or organizations). regardless of amount of compensation.
Enter 0 in columns (D), (E), and (F) if no compensation was paid.
0 List all of the organization's current key employees, if any. See instructions for definition of ?key emptoyeo.?
0 List the organization?s ?ve canent highest compensated employees (other than an officer, director. trustee. or key employee} who received roport-
able compensation {Box 5 of Form andfor Box 37 of Form of more than $100,000 from the organization and any related organizations.
1" List all of the organization '3 former officers, key empioyoos, and highest compensated employees who received more than $100,000 of
reponable compensation from the organization and any rotated organizations.
List all of the organization '3 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 poisons in the foliowing order: individuat trustees or directors; institutional trustees; officers; key employees: highest compensated employees;
and former such persons.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(A) (B) if?! in) 
Name and "this Average (60 not cfxmi?man one Reportabie Reportable Estimated
hours per box. unloss person is both an compensatlon compensation amount of
week a from irom related other
(list any the organizations compensation
hours for 3 organization (W211 OBS-MISC) from the
related Monosomrso; organization
organizations and related
below a a? as organizations
line) E,
MICHAEL w. YACKIRA 4. DO
CHAIR THEODORE F. CRAVER, JR. 4.00 
vies ARIES 4 . DO
VICE CHAIR 1.00 0. 0. 0.
(4) THOMAS A. EWING 4 . 00 
VICE CHMP. 1.00 0. 0. 0.
(S) CHRISTOPHER M. cm 4. . (30
1.00 0. O. O.
(6) TIM Mr:st . 00
magma 0 . . 0 .
(7) ALAN a. Hepmx 1.00
DIRECTOR 0 . . 0 .
PATRICIA LEONARD KAMPLING 1 . 00 
DIRECTOR . 0 0 . .
(9) WARNER L. BAXTER 1.00
DIRECTOR 0 . 0 . 0 .
(10) THOMAS a. voss 1 . 00
DIRECTOR 0 . . 0 .
(11) THOMAS F. FARRELL, II 1.00
1.00 0. 0. 
(12) some 0. PROCARIO 1 . 00
DIRECTOR 0 . 0 . .
r13) SCOTT L, MORRIS . 00
DIRECTOR . 0 . .
(14} smart 1.00
DIRECTOR 0 . 0 . 0 .
{15) DAVID R. may 1 .00
DIRECTOR 0 . 0 . 0 .
{16) DAVID M. mac:me 1 . 00
DIRECTOR '0 . '0 . .
{17) STEVEN v. LANT 1.00
DIRECTOR 0 . . 0 .
45209? 11?07-14 Form 990 (2014)
7

20081117 137216 056?03811200 2014.05009 EDISON ELECTRIC INSTITUTE, 056~0331



 
   

Form 990 2014 EDISON ELECTRIC INSTITUTE INC . Page 8
Part Section A. Officers, Oirectors, Trustees, Key Em loyoes, and Highest Comoonsated Employees (continued)

      

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(A) (B) (C) (D) (E) (Fl
Name and title Average (dc, "m one Reportable Reportable Estimated
hours Per box. miles person is both an compensation compensation amount of
week WW and a diiwti?mae?? from from rotated other
(list any 5 the organizations compensation
hours for s: organization from the
related 3  2 (W211 organization
organizations 2 2; and related
boiow a organizations
line) 2 is? 
{18} BRUCE A. WILLIAMSON 1 . 90
ozasc'ron 0 . 0 . 0 .
(19} JOHN G. RUSSELL 1 . 00
DIRECTOR 0 . 0 . 8 .
KEVIN BURKE 1.00
DIRECTOR 0 . 0 . 0 .
(21} GERARD M. ANDERSON 1 . 00
DIRECTOR 0 . 0 . .
(22) JAMES ROGERS 1.69
1.00 0. G. O.
{23) ammo 3135221 1 . 90
DIRECTOR 0 . 0 . 0 .
(24) moms V. SHOCKLEY, 1 . 00
DIRECTOR 0 . 0 . .
(25) BRADLEY P. BEECHER 1. 00
DIRECTOR 0 . 0 . 0 .
<26) F. mono 1.00
DIRECTOR 0 . 0 . .
1b Sub-rota: 0. 0 . o.
Total fromcontinuation 9 911, 377. 0 . 
Total {addlines am378.
2 Total number of in?lviduals [including but not limited to those listed above) who received more than $100,000 of reportable
compensation from the organization 1 7
Yos No
3 Old the Organization list any former of?cer, director, or trustee, key employee, or highest compensatod employee on .
?ne ta? it ?Yes,? compiefe Schedule Jforsuch individual  3 
4 For any individual listed on line ta, is the sum of reportable compensation and other compensation from the organization
and related organizations greater than $150,008? if 'Yes,? complete Schedufo Jfor such Individual 4 
5 Dirt any person listed on tine ta receive or accrue compensation from any unrelated organization or individual for services 
rendered to the organization? if 'Yes,'compieto Schedule Jforsuch Eamon  5 

 

 

 

 

 

Section 8. Independent Contractors 
1 Complete this table to r. your ?ve 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.

 

 

 

 

 

 

 

 

 

 

 

(Al (B) (0)
Name and business address Description of services Compensation
HORTON s: WILLIAMS
19 0 STREET WASHINGTON DC 20 006 CONSULTIHG 8 8 6 2 12 ..
VENABLE LLP
5'75 SEVENTH STREET WASHINGTON, DC 20 04 CONSULTING 3 2 46 504 .
DEMOCRACY DATA 8: COMMUNICATIONS 1 4-7 
WATERFRONT STREET NATIONAL HARBOR . MD CONSULTING 1 326 106 .
SKADDEN ARPS SLATE MEAGHER FLOM .
1440 NEW YORK AVE NW, WASHINGTON, DC 2 0005 CONSULTING 462 561 .
CHERTOFF LLC 1 3 99 NEW YORK AVE NW
#900 WASHINGTON, DC 20005 CONSULTING 445 548 .
2 Total number of independent contractors {inciuding but not limited to those listed above) who received more than 
$100,000 of compensation from the orgg?gation 4 7
432008 SEE PART VII SECTION A CONTINUATION SHEETS Form 990 (2014)
11-07-14
8

20681117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 056*0331



Form 990

EDISON ELECTRIC INSTITUTE INC .
1 Part $O?tion A. Officers, Directers, Trustees, Key Employees,

Iii?0559550

and Highest Compensated Employees (continued)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(A) (B) (C) (D) (E) (F)
Name and this Average Position Reportabte Reportame Estimated
hours (check all That appiy) compensation compensation amount of
per from from related other
week g, the organizations compensation
(list any ?g organization from the
hours far 3 OBS-M Oyganizaiion
reiated and related
organizations if organizations
below a g, leg
iine) $3 2? .2
(27) WHOM .L AORXANOER I . 00
DIRECTOR 0 . . 0 .
{28) MARY O. POWELL 1.00
DIRECTOR<29) CONSTANCE mm 1 . 00
DIRECTOR 0 . 0 . 0 .
(36} ROBERT D. 1.00
DIRECTOR 0 . 0 . 0 .
(31} J. LAMONT KERR 1.09
DIRECTOR 0 . . .
(32} CHARLES R. scnnocx (33) JOSEPH L. mm}! 1.90 
DIRECTOR 0 . 0 . 0 .
(34) DAVID L. GOODIN 1-. 00
DIRECTOR 3 . . .
{35) GARY J. WOLTER 1. 00 
DIRECTOR 0 . 0 . 0 .
(36) GREGORY E. ABEL 1.00 
DIRECTOR 0 . . .
RHILIP ERRNRARO, 1v 1. 00
DIRECTOR 0 . . 0 .
(38) moms B. KING 1 . 06
DIRECTOR 0 . 0 . .
<39) JIM L. STANLEY 1.00
DIRECTGR 25 . . 0 .
(40) ROBERT c. ROWE 1 . 
DIRECTOR 0 . 0 . 0 .
?41) THOMAS J. MAY 1.00
DIRECTOR 42<42) PETER B. 133mm: 1 . 00
DIRECTOR 0 . 0 . 0 .
(43) antenna; 1 . 00 
DIRECTOR 0 . 0 . 0 .
(44} CHRISTOPHER P. JOHNS 1 . 00
DIRECTOR 0 . 0 . .
(45) JOSEPH M. RIGEY . 00
DIRECTOR E) . . .
(46) DONALD E. BRANDT . 
DIRECTOR 0 . 0 . 0 .
Total to Part WE, Section A, ?ne 1c
3232393?
9
20081117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 056~0331



 

Foum 990 EDISON ELECTREC INC. 13?0559550
Part Section A, Of?cers, Directors. Trustees. Key Ernpioyees. and i-iighest Commnsateci Employees (continued)

     

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(A) (B) (C) (D) 
Name and title Average Position Roponabio A Rapor?cabie Estimated
hours (check all that apply) compensation compensation amount of
per from from related other
week the Organizations compensation
(list any {5  organization (UV-211 OQQMISC) from the
hours for a (W211 organization
related a and related
organizations :3 :3 organizations
below is 3:3 .5 
line) 5
(47) PATRICIA. K, 1 . 00
DIRECTOR '0 . {3 . 0 .
(43} JAMES J. PIRO 1.00
DIRECTOR 0 . 0 . 0 .
(49} WILLIAM {50} men xzzo 1.00
DIRECTOR 1.00 0. 0. 0.
(51} KIMBERLY J. HARRIS 1.00
DIRECTOR 0 . 0 . .
(52} KEVIN n. MARSH 1.00 
DIRECTOR 0 . 0 . 0 .
(53) ANDRES (swam 1 . 00
DIRECTOR 0 . 0 . 0 .
(54) JOHN 13. mm 1.(55) JAMES P. monogason 1.. 00
DIRECTOR 0 . 0 . 0 .
{56) ROBERT a. SCHDENBERGER . (573 PAUL s. BONAVIA 1.00
DIRECTOR 0 . 0 . 0 .
{53) CARL L. CBAPMAN 1.00
DIRECTOR 0 . 0 . 0 .
<59) (mammong L. BUTTON (so) MARK A. RUELLE - 1.00
omscmoa 0 . 0 . 0 .
(61) GALE s. KLAPPA 1.00
DIRECTOR 0 . 0 . 0 .
{62) BENJAMIM (3.5. Pom, :11: 1.00
DIRECTOR 0 . 0 . 0 .
(63) LED P. 1331mm? 1 . 00
DIRECTOR 0 . 0 . .
{64) JEFF HQUSEHOLDER 1 . 0 0
DIRECTOR 0 . 0 . 0 .
(65) TERRY o. BASSHAM . 00
DIRECTOR 0 . 0 . 0 .
{66) JAMES L. ROBO 1.00
DIRECTOR 0 . 0 . 0 .
Total to Part Vii, Section line 10

 

 

 

 

432201
0561-14

10
20081117 137216 056?03811200 2014.05000 EDISON ELECTRIC INSTITUTE, 056~0331



Form 99g EDISON ELECTRIC INSTITUTE . INC. 13~0659550
{Part I Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(B) (G) (D) (E) 
Name and title Average Position Reportable Reponabre Estimated
hours (ch ask all that appiy) compensation compensation amount oi
per from from related other
week g. the organiza?ons compensaii'on
(list any :3 E3: organization (we/3099mm) from the
hours for organization
related a  and related
organizations 5 organizations
line) 2 a? 
(67) 1.00
DIRECTOR 0 . 0 . 0 .
{68} scam 1 . 00
RIRECIOR 0 . 0 . .
(69) JAMES P. 1.00
memo}; 0 . 0 . .
(70) JOHN J. MCAVOY 1.00
DIRECTOR 0 . 0 . .
{71) PAUL SEGAL 1 . 130
mucosa 0 . . 0 .
{72) mm J. Goon 1.00
DIRECTOR 0 . 0 . 0 .
(73) FRANCESCO VENTURIRI 1 . 00
DIRECTOR . . 0 .
<74) BARREL T. ANDERSON - 1.00
DIRECTOR 0 . 0 . 0 .
(75) DAVID A. CAMPBELL (76} W. KIRK BAKER 1.00
DIRECTOR 0 . . 0 .
(77) IAN ROBERTSON 1 . 00
DIRECTGR 0 . 0 . .
(75) ROBERT F. BEARD 1.00
DIRECTOR 0 . . 0 .
(79) DAVID G. 1. 00
DIRECTOR 0 . . 0 .
{80) moms 33mm 1.00
DIRECTOR 0 . 0 . .
(Bl) THOMAS mm 47.0!)
PRESIDENT 3.00 3,491,658. 9. 116,269.
{82) DAVID omws 45.00
EXECUTIVE VP BUSINESS OPE 893,678. 0. 339,157.
(83) BRIAN wow? 46.00
SENIOR VP, EXTERNAL AFFAIR 1.00 867,315. 0, 
(B4) EDWARD comm 45.00
VP GENERAL COUNSEL mo co 435,215. 0. 263,858.
(85) MARY MILLER 46,00
CHIEF ADMINISTRATIVE OFFIC 4.00 419,304. 0 . 153,667 .
(86) QUINLAN SHEA, 45 . 00
Wm 369.411. 0. 125,198.
Totai to Part VII. Section A, ?ne 1c .

 

 

432201
05-01-14!

11
20081117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 05643331



 

 
      
        
  
   
 

A.

        
        
     
      
 
   
    

        
      
  

  
     
  
    
    
  

   
     
  
    
    
  

 

      
   
    

     

(A) (C) (D) (F)
Name and title Average Position Reportabie Rapo?able Estimated
hours that appiy} compensation compensation amount of
per from from {elated other
week the organizatians compensation
{iist any organization from the
hours for USES-MISC) organization
related g: and named
organizations
below g" 
?ne) 

   

     
   
       
   
    
     
   
   
   
   
   
    

RICHARD 
(138)ng PM 45.00
KATHY 
BRIAN mccomcx
JOHN EASTON, JR.

RICHARD TEMPCEIN
JAMES OWEN
MARC RAZEGHI

SCOTT AARGNSOR

STEPHANIE VOYDA

4322?1
95-01-14

12
20081117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 056m0331



Form 990 {201 4) EDISON ELECTRIC INST: TUTE INC . Page 9
I Part Statement of Revenue

Check if Schedule 0 contains a response or note to an Sine in this Part .. 

samd ?Int venus?ggtciuded
otal revenue 6 a or are a 

exempt function business mm unde?


revenue revenue 5" 1e 

 

 

 

Federated campaigns 1a
Membetsmp dues  1b
16
Related organizations  1d
Government grants (contributions) 13
All other attributions, gifts, grants, and
similar amounts notinciucied abnve  1f
Noncash contributinns inciuded in tines 13-11; 
TataLAddiines1a-?If . .   
Business Code
DUES 960099 '71 742 377, 73. 742 377,
MEETINGS 900099 9 119,272. 9 119,272.
PROGRAMS 900099 1_982 533. 1:981533,
ADVERTISING 541809 532.568. 532 568.
511190 1.19 .149 . 119 ,140 .
All other program service revenue 

3 Investment income {including dividends, interest, and

uthersimiiar 2 1328.793. 2 728 793.
4 Income from investment of tax-exempt bond proceeds 
5 Royalties

 

 

 

 

 



 

 

 

Contributions, Gifts, Grants
and Other Simiiar Amounts

3Q

 

 

 

 

 

am Service

even LIE

 

 

 

Ra?

 

??mnnu-m

83 495 890.

 

 

 



(0893: (i9 Personal

 

 

6 a Gross rants 
Less: rental expenses 

Rental income or (i055) 

ct Net rental income or (loss) ., ..  

3 Gross amount from sales or Securities (in Gther
assets otherthan inventory 73,844 593.

Less: cost or other basis
and sales expenses 74 78'? 766,

Gain or (?088) 4143 1173 .

 

 

 

 

 

 

 

 

 

 

 

 

Nat gain or (loss) #943 173. w9.13.173.
8 3 {arms inceme from fundraising events (not a 
including of
contributions reported on line is}. See
Part IV, line ?58  a

Net income or (toss) from fundraising 
9 a Grass income from gaming activities. See
Part iV. time 19  a
Lessmtirect expenses  
N?tincome or{loss)fmm gaming activities  .. 
10 a Grass sales of inventory, less returns
and allawances  3
Less:cost of goods said 
1: Net incomaor?oss) from sites of inventory  
Misceilaneous Revenue Busineas Code

 

 

Other Revenue

 

 

 

 

 

 

 

 

 

 

 

Ni Other revenue ..
Tota3.Addlines1ta-11d .
12 wravenue?eeinstrumions.  85 281 510. 829653 322. 532 56a. 1 785 620.
Form 990 {2014}
13
20081117 137216 2014.05600 EDISON ELECTRIC 056-0331

 

 

 

 

 

 

 

 

 



Form 990 (2014)

EBISON ELECTRIC INSTITUTE,

1 Part 1x1 Statement of Functional Expenses

Section 501(c)(8) and 501(c)(4) organizations must compiefe columns. other organizations must complete column 
Check if Schedule 0 contains a response or note to any line in this Part IX    . .

INC .

13?0659550 Pane '10

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Do am cums Epongd on ?les 6b Total expenses 33mg raggewice Managg?em and 
7b, 8b, 9b, and 19b expenses genera! expenses eXperzses
1 Grants and other assistance to domestic organizaiions I 
and domestic governmenis. See Part iv, line Grants and other assistance to domestic
individuals. See Part iv, line 22 
3 Grants and other assistance to foreign
organizations, foreign governments, and foreign
individuais. See Part iv. lines 15 and 16 
4 Benefits paid to or for members 
5 Compensation of current of?cers. directors,
trustees, and key employees  11 524 112 .
6 Compensation not inciuded above, in disqualified
persons (as de?ned under section 4958(fxij) and
persons described in section 4958(c)(8)(B) 
Okhersalaries andwages A, 20 ,157,322 .
8 Pension plan accruals and contributions {incluoe
section 401(k) and 4036)) employer! contributionsOtherempieyee bene?ts  2 146 579 
10 Payroutaxes .. 1,507 .476.
11 Fees for sowices (non-empioyees}:
a Management ..
Lean  Accounting 9 0 9 07 -
Lobbying  Professional iundraising services. See Part iv, line 17
1 Investment managemont fees  Other. {if line 119 amount exceeds iG?l?o of line 25,
column (A) amount, listiine 11g expenses Advertising and promotion Of?information technology  371 045 -
15 Royalties .. 1 8 2 -
16 Occupancy 5 . 29-5 918 -
17 Travel .. 2.3773727-
18 Payments of travel or entertainment expenses
for any federal, state, or icoal pubiic officials Conferences. conventions, and meetings 5 976 562 
20 Interest  11; 403 -
21 Paymentstoaf?liates
22 Bepreciation, depletion, and amortization 3 7 6 5 8'7 .
2?3 insurance  125 554 -
24 Gther expenses. itemize expenses not covered 
above. (Lisi rnisceilanauus expenses in line 245. ii line
24a amount exceeds 10% of line 25, column (A) .
amount, list line 243 expenses on Schedule 0.)  
a SUBSCRIPTIONS 593 781.
[3 PERSONAL PROPERTY TAX 15 U21 .


All other expenses 7 2 6 2 0 
25 Total iunc?onai expenses. Add iines 1 through 246 Joint costs. Comoleie this line onlyiilne organization
reported in column (B) joint costs from a combined
educational campaign and fundraising solicitation.
Check We I: Hfoiiowinq SOP 93-2 (Ase sag-72m
4:32am 11.0?44 Form 990 (2014)
I 4
20081117 137216 0564338112200 2014 . 05000 EDISON ELECTRIC INSTITUTE, 055 ~0331



Form 990 (25114}

EDISON ELECTRIC INSTITUTE, INC.

Part 1 Balance Sheet

1332-0659550 Page 11

 

Check if Schedule 0 contains a response or note to any line in this Part  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(B)
Beginning of year End of year
1 Cash non-lntereet-bearing Sevingsand temporarycash investments  1.2 ,033 555. 2 5 9'73 423 .
3 Pledges and grants receivable, net 3
4 Accounts receivableLoans and other receivables from current and former of?cers. directors. 
trustees, key employees, and highest compensated empIOyees. Complete 
PannorscheduieL  ., 424,155. a 447,700.
6 Loans and other receivables from other disquali?ed persons {as de?ned under A I, 3?
section 4958mm?, persons describee in section and contributing 
employers and Sponsoring organizations of section 501(c)(9) voluntary 
3 employees' beneficiary organizations (see instr). Complete Part ll of 6
7 Notes and loans receivable, not  . . 
?c 8 tnventories for sale oruse  8
9 Prepaid expenses and deferred charges  18a Lend, buildings, and equipment: cost or other 3 - 
basis. Complete Part VI of Schedule :Less:accumulateddepreoiation  10b 1,432,745. 2,031,214. 10:: 2,692,553.
11 securities 95 750 778 . 11 109 753 ,921 .
12 Investments other securities. See Part IV, line 11  12
13 Investments - program-related. See Part IV. line ll 13
14 Intangible assets  .l  14
15 Otherassets?eel?art IV, line 11  3,377 ,165. 15 579 .796 is
16 .. 115,832,910. 16 121,025,677.
17 Accounts payable and accrued lsmothers  Grants payable  .. 18
19 DaferredrevenUe .. 24,477,658- 19 25,260,878.
20 Taxexemprbond liabilities  20
21 Escrow or custodial account liability. Complete Part IV of Schedule 21
g; 22 Loans and other payab?ee to current and former officers, directors, trustees,
I key employees, highest compensated employees, and disqualified persons.
3 Complete Part ll ofSche?uIe 22
23 Secured mortgages and notes payable to unreiated third parties   23
24 Unsecured notes and loans payable to unrelated third parties 2'4
25 Other liabilities (including federal income tax, payable-s to related third
ponies, and other liabilities not included on lines 1 7-24), Complete Part of
Scheduler: ., 50,391,161. 25 62,510,908.
26 Total lightlitieeAdd 25  824378 384 . 26 95 894 683 .
Organizations that follow SFAS 117 9581, check here 55] anti I - 
3 complete lines 27 through 29, and lines 33 and 34. 
2T Unrestricted 33 1 354: 526' 27 25 I 130 ,994 
28 Temporarily restricted net assets  
29 Permanently restricted net assets .  29
Organizations that do not follow ems 111mm: 9583, check here 
?6 and complete ?nes 30 through 34. 
lg :30 Capital stock or trust principal, or current funds  30
31 Paid-in or capital surplus, or land. building, or equipment fund 31
'5 32 Retained earnings. endowment, accumulated income, or other funds 32
33 Total net assetsorfund baianoes 33 354 I 526. 33 25,130 994.
34 and net?getsrluno bgjancee   115 832 ,910. 34 121 ,025 677 .
Form 990(2014)
li??7?.?14
5
20081117 137216 2014 . 05000 EDISON ELECTRIC INSTITUTE 956?0331



 

Form see 2014 EDISON ELECTRIC INSTITUTE ENC . 13?0659550 [3:13.12
Part Reconciliation of Net Assets .

 

 

 

 

 

 

 

 

 

 

 

 

 

Check if Schedule 0 contains a response or note to any line in this Part Xi    

1 Total revenue (must equal Pan WI. column (A), line 12Total expenses (must equal Part IX. column (ARevenue less expenses Subtract line 2 from line Net assets or fund balances at beginning of year {must equal Part X, line 33, column Net unreatized gains (losses) on investmants Donated services and use of facilities  6
7 Investment expenses  7
8 Priorperiod adiustmenis  8

9 Other changes in net assets orfund balances {explain in Schedule Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,
catatoniaPart Financial Statements and Reporting 
Check it Schedule 0 contains a response or note to any line in this Part 

 

 

Yes No
1 Accounting method used to prepare the Form 990: 1:3 Cash Accrual Other -
5f the organization changed its method of accounting from a prior year Dr checked ?Other,? explain in 0.
2a Were the organization?s ?nancial statements compiled or reviewed by an independent accountant?  23 
it ?Yes.? check a box below to indicate whether the ?nancial statements for the year were compiled or reviewed on a
separate basis, consolidated basis, or both:
Separate basis Consolidated basis Both consolidated and separate basis I
Were the organization?s financial statements audited by an independent accountant? 21; 
it "Yes," check a box below to indicate whether the ?nancial statements for the year were audited on a separate basis,
consolidated basis, or both:
 Separate oasis Consolidated basis I: Both consolidated and separate basis
is it "Yes" to line 2a or 2b. does the organization have a committee that assumes responsibility for oversight of the audit,
review, or compilation of its ?nancial statements and selection of an independent aocountant? 20 
it the organization changed either its oversight process or selection process during the tax year. explain in Schedule D. 
so 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 WE CircuiarA'lSS?  3a 
It "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 soon audits ..     3b
Form 990(2814)
intro
16

20081117 137216 056~03811200 2014.05000 EDISON ELECTRIC INSTITUTE, 056?0331



SCHEDULE 0 Political Campaign and Lobbying Activities 
(Form 990 or I i 
For Organizations Exempt From income Tax Under sector: 5019:) andsection 527  
Departing? mm Treasury Compiele if organization is described below. Attach to Form 990 01' Form $90-52. Open to Public
Rama 5mm 3? information about Schedule 0 (Form 998 or 990-122} and as insiructions is at wow/bun 990. Inspection

 

 

if the organization answerscl "Yes," to Form 990, Part 5V, fins 3. or Form 990432, Part V, line 46 (Political Campaign Ac?vities}, then
Section 501(c)(3) organizations: Compleie Parts M. and E. Do not complete Part i-C.
0 Section 501(6) (other than section 501(c)(3)) organizations: Complete Parts l-A and (3 below. not complete Part i-B.
Section 527 org aniZations: Complete Part l-A only.
if the organization answered 'Yes,? to Form 990. Part w, line 4, or Form QQD-EZ, Part VI, line 47 {Lobbying Activities), then
0 Section 501(c)(3) organizations that have ?led Form 59138 (election under Seciion 50191)): Complete Part ll-A. Do not complete Part ii'B.
?3 Section 591(c)(3) organizations that have NOT filed Form 5768 {election under section 56% Complete Part Do not complete Part 
if the organizaiion answered Wes,? to Form 990, Part IV, line 5 {Proxy Tax) (see separate matron-lions) or Form V, line 35c (Proxy
Tax) (see separate instructions), than

0 Section {53, or (6) organizations: Complete Part ill.
Name of organization Employer identi?cation number

EDISON ELECTRIC INSTITUTE INC. 13?9559550
I Part i-Ai Complete if the organization is exemp? under section 5019:) or is a section 527 organization.

1 Provide a description of the organization?s direci and in direct political campaign activities #3 Part iv-
2 Political Expenditures  3* 
3 Volunteer hours

 

 

. - . . . . . . . . . . . . . . . . . . . . Part 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 amouoi of any excise tax incurred by organization managers under section 4955 
3 If the Organization incurred a section 4955 tax did it?le Form 4720 for this year?   Yes No

4a Was a correction made? Ci Yes No
if "Yes," describe in Part 
Part l-Ci Complete if the organization is exempt under section 5016:}, except section 501(c)(3).

 

 

 

 

'i Enter the amount directly expended by the filing organization for section 52? (exempt function activities 
2 Enter {no amount of the organization's funds oonlributed to other organizations for section 52?
exempt function activities  
3 Total exempt function expenditures. Add linos 1 and 2. Enter here and on Form 1120-POL,
line 17b .. 
4 Did the ?ling organization ?le Form forms year? l. Ci Yes Ci 

5 Enter the names. addresses and empioyer identification number of all section 52? political organizations to which the ?ling organization
made paymenis. For each organizaiion listed, enter the amount paid from the ?ling organization?s funds. Also enter the amount of political
contributions received that were and directly delivered lo 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.

Name Address Amount paid from Amount of political
?ling organization?s contributions received and
funds. if none, enier o. and directly
delivered to a separate
political organization.
If none, enter 0-.

 

 

 

 

 

 

 

 

 

 

 

 

For Paperwork Reduction Act Notice, see the instructions for Form 990 or QQDAEZ. Schedule 0 (Form 990 or 990452) 2014
LHA
432041
10-21.? -
7

20081117 137216 056~03811200 2014-.05000 EDISON ELECTRIC INSTITUTE, 056?0331



   

Schedule 0 Form 990 or 99!} 2014 EDISON ELECTRIC INSTITUTE INC . Complete it the organization is exempt under section 501(c)(3) and ?ied Form 5768 (election under
section 561m?.
A Check I: if the filing organization belongs to an af?liaied group {and list in Part IV each af?iiated group member?s name, address. EIN,
expenses. and share of excesa {obbying expenditures).
Check ifthe ?ling organization checked boxA and "limited central? provisions appiy.

   

 

 

. . . . Filing Affiliated group
Limits on Lobbying Expenditures organizations was

(The term ?axpenditures' means amounts paid or incurred.) totals

 

Total lobbying expenditures to influence public opinion {grass roots lobbying) 
Total lobbying expenditures to in?uence a iegislative body (direct lobbying) 
Total lobbying expenditures (add lines 1a and 1b)   

Other exempt purpose exoenditures 
TOW Purpose expenditures {add lines 1'3 and 16)  
the amount from

 

 

 

 

 

?imaoam

    

 

Not over
Over but not over 000 15% oftha
but not 1 of the
over 7 00:} 000 the

Over 7

 

Grassroots no niaxablo amount (enter 25% of line it)
Subtract iina ?lg from iino 1a. if zero or less, enter -0-
1


 

 

 

 

Subtract line 1fir0miine10- New or less. enter-G 
it'there is an amount other than zero on either iino an or line did the organization Form 4720
reporting section 4911 tax for this year?  Yes Cl No
4~Year Averaging Period Under section 50191}
(Some organizations that made a section 50101) election do not have to complete all of the ?ve ooiumns below.
See the soparate instructions for lines 23 through 

 

 

Lobbying Eirpondituras During 4*Year Averaging Period

 

nd .
{or ?scafyeaaraige??niog in) (3)201 1 2012 2013 2m 4 (9315533

 

2a Lobbying nontaxable amount
is Lobbying coiling amount
{150% of line 23. ooiumn(e))

 

 

:3 Total lobbying expenditures

 

Grass roots nontaxable amount
a Grassroots amount
{150% of iine 2d, column 

 

 

 

 

 

 

 

Qrggiaroots iobbvino expenditures

 

Schedule (Form 990 or 990?52) 2014

432042
?iD-21-?id

18
20081117 137216 DEG-03811200 2014.05000 EDISON ELECTRIC INSTITUTE, 05643331



    

Schedule. 0 Form 990 or 99-

Part 

   

(election under section 501 

2014 EDISON ELECTRIC INSTI TUTE INC.
Complete if the organization is exempt under section 501(c)(3) and has NOT ?led Form 5768

.13?0659550 Paea

 

For each ?Yes, response to rinse "la through if below, provide in Perl We deteiied description
of the lobbying activiiy.





 

Yes

No

Amount

 

1

brine-honours:


??th

13

During the year, did the ?ling organization attempt to influence foreign, national, state or
local legislation, including any attempt ?lo influence public opinion on a legislative matter
or referendum, through the use of:

Volunteers?  

Paid staff or management (include compensation in expenses reported on lines 10 through 1i)? 
Me?dia adveitiseme?te? ..
Mailing-sic members legislators. or the public? 

Publications, or published or broadcast statements?

Grants *0 ng?mizations for purposes?  
Direct contact with legislators, iheir staffs, government of?cials, or a iegislativo body? I  ..
Rallies. demonstrations. seminars, conventions, speeches, lectures, or any similar means?  

Other activities?

 
Did the activities in line 1 cause the organization to be not described in section 561(o)(3)? 

if "Yes," enter the amount of anylax incurred under secli0n 4912 

if ?Yes,? enter the amount of any tax incurred by organization managers under section 4912 
lithe filing organizgtion incurred a section 491 2 tax, did it fiie Form 4720 for this year? ..

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Part

ill-AI Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section

501(c)(6).

 

1

3 Did is anization arse coca over lobb in and oolizicgj expenditures from the prior year?  3 
.Part ill-B Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section

Were substantially all {90% or more} duos received nondeduclible by members?   
2 Did the organization make oniy in~hcuse lobbying expendiiures oi $2,000 or less? 

Yes No

 

1

 

2

 

 

 

 

 

501(c)(6) and if either Perl ill-A, lines and 2, are answered 0B Part Ill-A, line 3. is

answered ?Yes.?

 

 

 

 

 

 

 

 

 

1 Does, assessmenis and similar amounts from members  Section 162%} nondeductible lobbying and political expenditures {do not include amounts of political
expenses for which the section 527(f) tax was paid). A
a Currentyear  4701 000 i
Carryoverirom Iastysar  2b 757 058 .
Total  Aggregate amount reported in section 6033(e)(1)(A} notices of nondeduciible section 162(e) dues notices were sent and the amount on line exceeds the amount on line 3. what portion of the excess
does the organization agree to carryover to the reasonable estimate of nondeduciiole lobbying and political
expenditure next year??  4
5 Taxable amount of lobbying geopolitical expenditures (see instructionsPark 3 Supplemental information

 

Provide the descriptions required for Part l-A, line 1; Pan i-B. iine 4; Pan I-C, line 5; Part il-A {a?liated group list); Part tan, lines 1 and 2 {see
instructions); and Part line 1. Also? complete this part for any additional information.

 

 

 

 

 

 

432043

19~21~14

26081117 137216 056e03811200

'19

2014.05000 EDISON ELECTRIC INSTITUTE,

?oheduie 0 (Form 990 or 990422) 2014

05643331



 

 

 

SCHEDULE Supplemental Financial Statements 
(Form 990) Complete if the organization answered "Yes" to Form 990.  
Part ill?, line 6., 7, 8, 9, 10, 11a. 11b, ?Ho. 1 1d, 11s, 1 13?, 12a, or 121). 
Dopa?mem oltno Treasury Attach to Farm 990. open to. 
lgiemal Revenue Swim information about Schedulg {Form 9901mm: its instructions is at w: droova?am 990. insiiectlon
Name of the organization Employer identification number
EDISON ELECTRIC INSTITUTE. INC. lit?0659550

 

 

Part 1 Organizations Maintaining Donor Advised Funds or Other Similar Funds or AccountS.Completo iflho
organization answered ?Yes? to Form 990; Part lV, line 6.

 

Donor advised funds (in) Funds and other accounts

 

Total number at end of year ..
Aggregate value of contributions to (during yoar)
Aggregate value oi grants from (during year)
Aggregate value at end ofvear   
Did the organization inform all donors and donor advisers in writing that the assets held in donor advised funds
are the organization?s property, subject to the organization's exclusive legal control?  Yes i: No
6 Did the organization inform all grantees, denors, and donor advisors in writing that grant funds can be used only
for charitable purposes and not for the bene?t of the donor or donor advisor, or for any other purpose conferring
impermissible private bene?t?  Yes  No
[?irt ll 1 Conservation Easements. Complete lithe Organization answered 'Yos? to Form 990, Part iv, line 37. I
1 Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public uso recreation or animation) Preservation ol a historically important land area
Protection of natural habilai [j Preservation of a certi?ed historic structure
Preservation of open space
2 Complete lines 2a through 2d if the organization held a quali?ed conservation contribution In the form of a conservation easement on the loci
clay olihe tax year.

 

 

 

 

 

 

48 Ga 

Total number of conservation easements 
70133 acr?age "?lmed by C?nsefvatioli easements ..
Numbor of conservation easements on a certi?ed historic structure included in 
Number of conservation easements included in acquired a?or 8113708, and not on a historic structure
listed inthe National Racism?   
3 Number of conservation easements modi?ed, transferred, released, extinguished, or terminated by the organization during the tax
year 
4 Number of states where property subject to conservation easement is located 
5 {Does the organization have a written policy regarding the periodic monitoring, inspection, handling of
violations. and enforcement ofthe conservation Basements it holds?  Yes No
6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year In?
7 Amount 0! expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year 
8 {Does each conservation easement reported on line 2(d) above satisfy the requirements of section 
and section Yes Na
9 In Part describe how the organization reports consewaiion easements in its revenue and expense statement, and balance sheet, and
include, if applicable, the text oi the footnote to the organization?s financial statements that describes the organization?s accounting for
conservation easements.
Part ill I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete iltho organization answered "Yes to Form 990. Part lV, line 8. 
to if the organization elected, as permitted under SPAS 116 958), not to report in its revenue statement and balance sheet works of an,
historical treasures, or other similar assets held for public exhbi?on, education, or research in furtherance of public service, provide. in Part Kill.
the text of the footnote to its financial statements that describes mesa items.

if the organization elected, as permlt?lod under SPAS 116 (A86 958), to report in its revenue statement and balance sheet works of art, historical
treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts
relating to those items:

0) Revenue included in Form 990, Part Vin, line1    

Assets included in Form 990. Panx     

2 if the organization received or held works of art, historical treasures, or other similar assets for ?nancial gain, provide
the following amounts required to be reported under SFAS 116 (A80 958} relating to these items:

(1 13 IT l9

  

 

 

 

 

 

 

a Revenue included in Form990, line?l  Dr 
Assetsincludeciin Form 990.Pari><   
LHA For Paperwork Reduction Act Notice, see the instructions for Form 990. Schedule {Form 990) 2014

43205?
10-81-14
20
20081117 137216 056?03811200 2014.05000 EDISON ELECTRIC INSTITUTE. 056-43331



Schedule 0 (Form 990) 2014- EDISON ELECTRIC INSTITUTE INC . [Part Ill Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assetsrcontrnueav
3 Using the organization?s acquisition, accession. and other records, check any of the following that are a signi?cant use of its collection items
(cheek ail that apply):
a El Public exhibition Loan or exchange programs
Scholarly research :2 Other
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 
5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets
to be sold to raise funds ratherthap to be maintained as ngof the organization?s collection? .. Yes No
I Part IV I Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 998; Part lV. line 9, or
reported an amount on Form 999, Part X, line 21. 
1a Is the organization an agent. trustee, custodian or other intermediary for contributions or other assets not included
on Form 990, Part Yes No
It "Yes," explain the arrangement in Part and complete the foliowing table:-

 

 

Beoinning balance    
Additions during the year  a
Distributions during the year   .,
Ending baian?e .,
23 Did the organization include an amormt on Form 990. Part X, line 21. for escrow or custodial account liability? Yes No
if ?Yes lain the arrangement in Part Check here lithe explanation has been provided in liar?t Xill  i:
I Part Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

Current year {b3 Prior year Two yeareggck (at; Three years back Four years back

  

or 

 

 

 

?la Beginning of year batance
Contributions
Net investment earnings, gains, and tosses
Grants or scholarships ..
Other expenditures for facilities
and Programs 
Administra?w e"litenS??S 
9 End of year balance .. 
2 Provide the estimated percentage of the current yearend balance {tine ?lg, column held as:
a Board designated or quasi-endowment 
Permanent endowment 
Temporarily restricted endowment 
the percentages in tines 2a) 2b, and Zr; should aqua; 100% .
33 Are there endowment funds not in the possession of the organization that are held and administered for the organization
by:
unrelated organizations  
till related organizations 
If "Yes" to 330i . are the related organizations listed as required on Schedule Fl? 
4 Desoribe in Part the intended uses of the anization?s endowment funds.
- Land, Buildings. and Equipment.

Comolete if the organization answered "Yes" to Form 990, Part N, line 11a. Sea Form 990, Part X, line 10.

 

 

 

 

 

one:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Description of property Cost or other (13} Cost or other Accumulated Book value
basis (investment) basis (other) depreciation
1a Land .. 
Buiidinos .. .
Leasehold improvements  386 305 . 386 305 .
6 Equipment  Other,_ .. 1,991,855. 354.934. 1.526.922;
Mamas: lines ?iathrough'le. 990; PM column fine 2 692 558 .
Schedule (Form 990i2014
432052
motor
21

20081117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 056?0331



 

  

Schedule Form 990 2014 EDISON ELECTEIC INSTITUTE INC .
investments - Other Securities.
Complete if the Organization answered "Yes" to Form 990, Part IV, line 1113. See Form 990, Part X, line 12.
Description a? security or caiegnry (including name or security) Book vaiue Method of valuation: Cost or end-of~year market value

 
   

 

 

Financial derivatives ..
(2) Ciosely-heici equity interests
(3) Other
(33}
(F5)
10)
(D)
(E)




Total. muste ual Form 990, Pth, sci. line 
I Part investments - Program Belated.

If answered "Yes"1o Form Part IV line 11c. See Farm Part ?116313
Description of invasiment Book value Method of valuation: Cost or end-of-year market value

 

 

 

 

 

 

 

 

 

 

 

 

 

 

    

   

   

     
  

     

answered ?Yes? to Form 990, Part N, line 11d. See Form 996, Part ?ne 15.
Dascription Book value

Park Other Liabilities.

if the answered "Yes" to Form 990. Part 1V, line 1 13 or 11f. See Form Part X, iine 25.
{Description of {12) Book value 

 

Federal income


OTHER ITI ES
ABILITY
MEDECARE AX
TERM LIABIL
must Form .  .. 2 .
2. Liability for uncertain tax positions. in Part provide the text af the faotnote to the organization?s financiai statements that reports the
organization?s gability for uncertain tax pog?ions under PM 48 (A813 740). Check here if the text of the footnote has been provided in Part Xili  2 
Schedule ?Form 990) 2014

 

432053
10-01-14

22
20081117 137216 056?03811200 2014.05000 EDISON ELECTRIC INSTITUTE, 056-0331



 

Schedule Form 999 2014 EDISON ELECTRIC INS TI INCPage 4
- Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.-
Complete if the organization answered "Yes" to Form 990, Part IV, Sine 12a.
1 ?iota? revenue, gains, and other support per audited ?nancial statements  1
Amounts included on line ?3 but not on Form 990, Part Vili, line ?32;
a Net unrealized gains (losses) on investments  2a
Donated services and use offanilities  2b
0 01? Prior Year grams .. 20



 

 

 

 

 

 

 

OtheriDesc?beinPartXIli-l  2d
Addlineszathroughzd  2e

 

 

 

 

 

 

 

 

a a
4 Amounts included on Form 990, Part Vill, liae12, but not on line 1:

a investment expenses not included on Form 998, Part Vili, line Tb 4a

Other (Describe in Part .. 4b

Add lines 43 and 4b  4c
5 Totg; revenue. Aqg?res (Wis must equal Form 990, 13mm; 12.)  5

 

Part Xi! Reconciliation of Expenses per Audited Financial Statements With Expenses-per Return.
Compiete l! the organization answered "Yes" to Farm 990} Part 3V, line 12a.

 

 

 

 

 

 

 

 

1 Total expenses and losses. per audited financial statements i
2 Amounts included on line ?i but not on Form 990, Part IX, line 25:

a Donated services and use of facilities .. 2a

Pri?ryearadlustmems  21:

Otherlosses  26

(?berlbesc?bethadl??l 2d

2 2e

 

3 Subtract line aetmm line 1 .. 3
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
3 Investment expenses not included on Form 990. Part VIN, line 7b   4a
Other (Descrii?e in Part Xlil-l  .. 4b
Add llh954a3?d4b  4O
5 Total expenses. Add lines 3 and 40. {mils must goal Form 990, Part l. ?ne 5
[Part Supplemental Information.
Provide the descriptions required for Part it: lines 3, 5. and 9; Part ill, lines "la and Part IV, lines it) and Part V, line 4; Part X, line 2; Part Xi,
lines 2d and 4b; and Part Xll, lines and 4b. Aiso complete this part to provide any aciditional information.

 

 

 

 

 

 

 

 

 

 

PART X, LINE g:
EEI AND THE FOUNDATION HAVE EVALUATED THEIR TAX POSITIONS AND DETERMINED
THAT THEIR POSITIONS ARE To BE SUSTAINED ON
EXAMINATION. EEI AND THE TAX RETURNS ARE SUBJECT To REVIEW
AND EXAMINATION BY FEDERAL AND STATE AOTHORITIES. THE TAX RETUENE FOR THE
FISCAL YEARS ENDED 2011 THROUGH 2013 ARE OPEN To EXAMINATION BY FEDERAL

AND STATE AUTHORITIES.

 

 

 

 

 

 

Sohaduie 0 (Form 990) 2014

23
20081117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 056?0331



 

 

SCHEDULE Statement of Activities Outside the United States 

(Form 990} Dr Gompieie if the organization answered "Yes" on Form 990, Part 1V, iino 14b, 15, or 16.  1 4


bapanmant of she Traawry Attach to Form 990? 1 Open to Public

internal Revenue Service information about Schedule (Form 990) and its instructions is at ins-gow?rm 990 - Inspection

Name of the organization Employer identi?cation number

EDISON INSTITUTE. INC. 13?0659550

 

 

I Part I I General Information on Activities Outside the United States. Complete if the organization answered "Yes" on
Form 990. Part IV, line 14b. 7
"i For granmrakers. Does the organization maintain records to substantiate the amount of its grants and o?d?ser assistance,
the grantees' eiigibi?ty for the grants or assistance, and the selection criteria used to award the grants or assistance?  Ll?Li Yes :1 No

2 For grantmakers. Describe in Part the organization's procedures for monitoring the use of its grants and other assistance outside the
United States.
3 Activities per Region. (th foiiowing Part l, line 3 table can be dupiicated if additional space is needed.)

 

Region Number of Number of Activities conducted in region if activity listed in "iota:
o?icea gg?fsyeagsa (by type) (6.9.. tundraising, program is a program service, Expendltures
in the region inde e?dent services, investments, grants to describe specific type misting?

C?ri?e'agit?gm recipients located in the region) of service(s) in region min?

 

ESEETINGB WITH 13?? TEE

 

 

 

 

among 0 0 PROGRAM SERVICES GION 293 489,
CENTRAL AMERICA names WITBIN THE
THE CARIBBEAN 0 PROGRAM SERVICES REGION 1 705,
EAST arm AND THE MEETINGS WITHIN my,
PACIFIC 9 PROGRAM SERVICES Ramon 137 275.
RUSSIA AND MEETINGS WITHIN THE
STATES 0 PROGRAM SERVICES @910?: 1 542.

 

 

WETBIN THE

 

 

 

 

 

 

 

 

 

 

 

 

 

NORTH mama 0 0 PROGRAM SERVICES GION 13 893 .
3a Sub-total  a . 441904.
Total from continuation .
sheets to Part 0 2 i] .
Totals (add lines 33 
and so)  447 904.
LHA For Paperwork Reduction Act Notice. see the Instructions for Form 990. Schedule (Form 990) 2914
33am
2 4

20081117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 056-0331



SchedutemFormggamom EDISON ELECTRIC INSTITUTE, INC. 13?0659550 Pagez

Part 3! 1 Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990. Park EV. line 15, for any
recipient who received more than $5,000l Pan ll can be duplicated if additional space ?5 needed-

 

1

. - (9) Amount of Description Method of
Name of organization code section Purpose sf Amount Manner of

. . 4 Fla ion noncash of non-cash valuation no FMV,
El? 0? RGDIIGRWB) 9 gram 0f 335? 9mm cash disnursement assistance assistanca appraisgl, aged

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2 Enter tolal number of recipient organizations listed above ihat are recognized as charities by the foreign counlr?recognized as tax-exempt by
me :85. or for which the grantee or counsel has provided a section 501K363) equivalency leuer
3 Enter total number of other organizatiOns or entities ..

 

. Schedule (Form 990) 2014
432072

09-24-14 2 5



Scheduie Fir-?arm 990} 2014 EDISON ELECTRIC INSTITUTE . INC . 13?0659550 ngea
Part Grants and Other Assistance to individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Pa? IV. line 16.
Part can be duplicated if additionai space is needed.

Number of Amount of Manner of Amount of (9) Description of 01) Method of

Type Of grant 0' aSSiS?ance (b3 Region recipienis cash grant cash disbursement non-cash non-cash assistance Valuation
assistance (onk. 
appraisal, other)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule (Form 990) 2014

432973 
094444 2 6

 



Schedgie (Form 990) 2014 EDISON ELECTRIC INSTITUTE INC . . Page 4
3 Part IV I Foreign Forms

1 Was the organization a US. transform of properly to a foreign corporation during the tax year? if "Yes, the
organization may be required to file Form 926, Return bya US. of Propen?y to a Foreign
Cameraman (See Instructions ferFonn 926?)  Yes IE No

2 Did the mganization have an interest in a foreign trust during the tax yea]? 1! "Yes, the organizatiori
may be mquirod io fife Fonz: 3520, Annual Return Roped Transactions With Foreign Tmer and
Receipt of Certain Foreign Gifts, and/or Fem: 3520-A, Annual infomation Return of Foreign Trust mm
a 1.1.8. Owner {sea Instructions for Forms 3520 and 3.520%; do not file with Form 990)  Yes No

3 Bid the organization have an ownership interest in a foreign corporation during the tax year? if "Yes, 3'
the organization maybe required to file Form 5471?, Infomation Retain of U. 8. Persons With Respect To
Ce?ain Foreign Corporations (see Instructions farForm 547?)  :3 Yes No

4 Was the Organization a direct or indirect sharehoider of a passive foreign investment company or a
qualified electing fund during the tax year? If ?Yes, the organization maybe required to ?le Fonn 8621,
lnfonnation Return by a Shareholder of a Passive Foreign In vesimeni Company or Quamed Electing Fund
(see instrucfions for Form 8621) .. Yes No

5 Did the organization have an ownership interest in a foreign partnership during the tax year? if ?Yes, 
the organization ma be mquired to We Form 8865, Return of US. Persons mm Respect to Certain
Foreign Partnerships (see for 8865) ., YES No

6 Did the organization have any operations in or to any boycotting countries during ihe tax year? If
?Yes, the organization may be required to ?le Form 5713, international Boycott Hepod {see instructions
for Form 5713; do not ?le with Fem 990)  Yes [23 No

 

Schedule (Form 990) 2014

4820:??
5924?14

27
20081117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 055-43331



Schedule :2 (Form 9190;2014 EDISON ELECTRIC INSTITUTE INC . Page 5
I Part I Supplamantal Information
Provide the information required by Par: ls line 2 (monitoring of minds); Par: 1. line 3, column (accoun?ng method; amounts of
investments vs. expenditures per region); Part II, line 1 {accounting method); Part Ell (accounting method); and Part column 
(estimated nu mber of recipients}, as applicable. Also campfeie this part to provide any additional information.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

432075 094444 Schedule (Form 99012014-
28
20881117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 056*0331



 

SCHEOULEI Grants and Other Assistance to Organizations, 
(Form 990} Governments, and Individuals in the United States  1 4
Complete if the organization answered ?Yes? to Form 990, Part IV, line 21 or 22.
Department of the Treasury Attach in Form 990. Open Y6 Pubiio
?We? Information a rm 990 and its instructions is at ngOV/?mn 990. inspection
Name of the organization  Empioyer identi?cation number
EDISON ELECTRIC INSTITUTE. INC . i 13?0659550
I Part i General Information on Grants and Assistance
1 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees? eiigibility for the grants or assistance, and the selection
criteria used to award the grants orassistance?  Yes No
2 [inscribe in Pactmiv the or. anizaiion's rocadures for monitorin the use oi rant funds in the United  
I Part l? Grants and Other Assistance to Domestic Organizations and Domestic Governments. Compiete if the organization answered "Yes" to Form 990, Part 1V, line 21, for any
recipient that received more than $5,000. Part can be dupiicatod if additionai space is needed. 
Method of

1(a) Name and address of organization EIN iFiC section Amount of {12) Amount of valuation (book? Description of (hi Purpose of grant
or government if applicable cash grant nonmsh FMV appraisal noncash assistance or assistance
assmtance other)

 

 

 

 

A RIDER CIRCLE
4803 MOORLAHD LANE NO 302
BETHESDA MD 20814 52?234514? 10,009. 0. EVENT 

 

MBE
1625 STREET, NW STE. $05
WASHINGTON DC 20005 84--0732569 mucus) 15,990. a, SPONSORSHIP

 

 

ACCF CENTER FOR POLICY RESEARCH
1750 STREET, SUITE 400
WASHINGTON DC 20005 52-19911?2 501(c)(3} 3D DOG. 

 

 

 

ALL HAZARDS CONSORTIUM
7360 GUILFORD DRIVE, SUITE 201
FREDERICK MD 21?84 25~0275396 25 009. U. 

 

 

ALLIANCE TO SAVE ENERGY
P.O. BOX 791393
BALTIMORE, MD 21279 52~1082891 15.009. 0. 

 

ASSOCIATION near:
9379 OLIVE snowman
ST LOUIS no 63132 43?1237069 501(c)(3) 5 one. 0. ?it? 

2 55.
a Entertotainumberofotheror anizationsiistedinthe?neitable   ..        . I 39 .
LHA For Paperwork Reduction Act Notice, see the instructions for Form 990. Scheduie 1 {Form 990) (2014}

1?1 1
:gv?gdli 2 9

 

 

 

 

 

 

 

 

 

 

 

 



Schedu 3 (Form 9?90)

 

EDISON ELECTRIC INSTITUTE.
Part Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule 1 (Form 990)] Part 

INC.

13w0659550

Page 1

 

Name and arixiress of
organization or government

EN

if app?cable

IRS section

(ct) Amaunt of
cash grant

non~cash
assistance

(33 Amount of

if) Method of
valuation
(book, FMV,
appraisal, other)

Description of
non-cash assistance

(h3'Purpose of grant
or assistance

 

AMERICAN CONSUMER IRBTITUTE CENTER
FOR CITIZEN 1761
AVE, NW SUITE 300 
WASHINGTOH DC 20006

2043601897

501(c)(3)

12 000,



 

AMERICAN LEGISLATIVE EXCHANGE
COUNCIL 1101 VERMONT AVENUE, NW
WASHINGTON, DC 20005

5243140979

501(c)(3)

43 000.

 

 

AMERICAR LEGISLATIVE EXCHANGE
COENCIL 1101 VERMONT AVENUE, NW
WASHINGTON DC 20065

52-51409??



15 009.

 

 

 

AMERICANS FOR TAX REFORM
722 12TH STREET KW, 4TH FLOOR
WASHIHGTON DC 20005



501(c)(4)

75,000.

 

PROGRAM SUPPORT

 

ASPEN INSTITUTE
ONE DUPONT CIRCLE, NW SUITE 700
WASHINGTON DC 20036

84?0399006

591(c)(3)

11,200.

CONTRIBUTIONS:
QRVIRDNMENTAL

 

BARNES THORNBURG LLP (FEDERAL
WATER QUAILITY COALITION) - ONE
NORTH WACKER DRIVE SUITE 4405 
CHICAGO IL 60566

3541906596

17.500.

CONTRIBUTIONS: 

 

BOY SCOUTS OF AMERICA
9190 ROCKVILLE PIKE
BBTHESDA ME 20814

53*0204616



5.000.

EVENT 

 

 

BUILDING AND CONSTRUCTION TRADES
DEPARTMENT 315 15TH STREET NW ND
600 WASHINGTON DC 20005

53-0025755

501(c)(5)

5 000.

CONFERENCE 

 

CAMPAIGN FOR HOME ENERGY
ASSISTANCE 1515 STREET, NW
SUITE 529 WASHINGTONX DC 20935

 

52?1243510

 



 

15,600.

 

 

 

 

CONTRIBUTIONS: COALITIONB

 

$32241
850144

30

Scheduie (Farm 990}

 



Schedue HForm 990) EDISON RTIRCTRIC INSTITUTE INC. 13-0559553 Paqe 1
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Scheduie (Farm 990}, Part 

 

 

 

Name and address of EN (0) ERG section (6) Amount of Amount of Method of Description sf Purpose of grant
organization er government if applicable cash grant non-cash valuation non-cash assistance or assistance
assistance (book, FMV,
appraisai. other}

 

CAPITAL AREA REACH
1816 12TH NW
WASHINGTON DC 29009 2640885422 10 800. 0. CONTRIBUTIONS: 

 

CATALYST
120 WALL- STREET NO 15 FL
NEW YORK, NY 10005 1341992402 501(c)(3) 5 000. 0. 

 

CENTER #03 amass WORKFORCE
DEVELOPHENT 7s1 AVE
31413 FLOOR - WASHINGTON DC 20004 20?450mm 501(c)(3) 5 000. I a. CONFERENCE SPONSORSHIP

 

CENTER FOR ENERGY 
DEVELOPMENT 701 AVE
3RD FLOOR WASHINGTON DC 20?4504014 100,000? 0. CONTRIBUTIONS: 

 

CENTER FOR LEGISLATIVE ENERGY
5409 LBJ FREEWAY
?Anti? TX 75240 75*23516?3 6 800, 0. 

 

 

 

COAL UTILIZATION RESEARCH COUNCIL
1050 moms JEFFERSON ST NW 7TH F1:
WASHINGTON DC 20007 52?2028570 501(c)(5) 20.000. 0. 

 

BLACK caucus
Fommnou, I 4 413 NEW JERSEY
mm sE WASHINGTON, no 20003 52~2270607 501(c)(3) 10 000. 0. swam SPONSORSHIP



 

CONGRESSIONAL CAUCUS
INSTITUTE 1720 MASSACHUSETTS AVE
NW A WASHINGTON DC 20036 52 1160551 10,000. 0. CONFERENCE 

 

 

 

BLACK CAUCUS

INSTITUTE 1720 MASSACHUSETTS AVE .

NW - DC 20036 52?116056i 15.000. 0. 
Schedule I (Form 990}

 

 

 

 

 

 

 

 

 

 

432241
05?01-14 31



Schedu (Form 990)
Part il

 

EDISON INSTITUTE . INC .
Continuation of Grants and Other Assistance in Governments and Organizations in the United States (Schedule I (Form 990}, Part H.)

13?0659550

Page 1

 

Name and ad?ress of
organization or government

EIN

IFIC section
if ap piicable

Amount of
cash grant

Amount of
non-cash
assistance

Method of
valuation
(book, FMV,

appraisal. other)

Description of

non-cash assistance

Purpose of giant
or assistance

 

COHERESSIONAL HISPANIC GAUGES
INSTITUTE 300 STREET SE NO 510
A WSHINGTON. DC 20003

52?1114225



29,000.

VEKT SPONSORSHIP

 

 

COHERESSIONAL 
1766 DIAGDNAL ROAD N0 730
VA 22314

524504189

501(c)(4)

25.000.



 

CONSORTIUM OF CATHOLIC ACADEMIES
5001 SUITE 207
MD 20782

52-2050972

501(c)(3)

20 000.

EVENT 

 

CONSUMERS FOR RAIL EQUITY
1050 THOMAS JEFFERSON STREET, NW 31
WASHINGTON DC 20007



524331523

501(c)(6)

10 000.

CONTRIBUTIONSIMEMBERSHIPS

 

COUNCIL OF STATE GOVERNMENTS
2760 RESEARCH PARK DRIVE
LEXINGTON, KY 40511

35?6000315

501(c)(3)

85.000.



 

DEMOCRATIC ATTORREYS GENERAL
ASSOC. - 1580 LINCOLN ST. SUITE
1125 DENVER CO 80203

13 4220019

SECTION 527

25 000.



 

DEMOCRATIC ASSOCIATION
STREET NW, SUITE 200
unsaznewon_ DC 20005

52w1304889

SECTION 52?

50.000.



 

DEMOCRATIC LEGXSLATIVE CAMPAIGN
COMMITTEE 1401 STREET, NW,
SUITE 201 DC 20005

SECTION 527

12 000.



 

DEMOCRATIC LEGISLATIVE CAHEAIGN
CQMMITTEE 1401 STREET, NW,

 

SUITE 291, WASHINGTON DC 20005

52-1870839

52-1870839

 

SECTION 527

 

5,000,

 

 

 

 



 

432261
05?01-14

32

Schedule I (Form 990)

 



 

Schedufe I (Form 990) EDISON ELECTRIC INSTITUTE . INC . Paoe 1
Part Continuation of Grants anti Other Assistance to Governments and Organizations in the United States (Schedufe i {Form 990), Part H.)

 

Name and address of are 186 sect?on Amount of Amount of Method of (9) Description of Purpose of grant
organization or government if app?cable cash grant nonoash valuation non-cash assistance or assistance
assistance (book. 
appraisaL other}

 

EEMOCRATIC LEGISLATIVE CAMPAIGN
COMMITTEE - 1461 STREET, NW,
SUITE 201 WASHINGTONL DC 29005 52u1870839 EECTION 527 10 000. 0. PROGRAM SUPEQET

 

novaraxn PARTNERS, INC.
528 HENNEPIN AVENUE CONTRIBUTIONS:
gy 55403 52?2419510 501(c)(3) 5 one. 

 

DRIVE TRANSPORTATION
ASSOCIATION 1250 EYE ammo, NW,
SUITE 902 - mammowcw no 200235 52?1665058 501(c)(6) 30.050. 0. COHTRIBUTIONSIMEMBERSHIPS

 

 

EMERGING ISSUES POLICY FORUM
5159 LATROBE DRIVE
WIHUEQERE FD 34786 59?3686885 15 DEG. U. CONTRIEUTIONS MEMBERSHIPS

 

 

ENVIRONMENTAL COUNCIL OF THE
STATES 9.0. BOX 758516 
BALTIMORE MD 21275 36w3962169 10?000. 9. CONFERENCE SPONSORSHIP

 

 

FOUNDATION TO ERADICATE DUCHENNE
PO BOX 2371 CORPORATE 
ALWANDRTA VA 22301 714874241 501(c)(3) 5.000. 0. VENTS

 

 

FUND FOR AMERICAN STUDIES
3515 OLD COURT

ALEXAEDRIA, VE.22309 13?6223504 10 000. U. EVENT SPONSORSHIP

HOMELESS menm
PROJECT - 1525 KEWTON STREET, NW CORPORATE RESPONSIBILITY:
WASHINGTON DC 20010 2043380456 5 mm. o. ORGANIZATION

 

 

 

KIDS, me.
110 MARYLAND AVENUE, N.E., $31wa 2C
DC 30002 52?1?55403 15 000. O. EVENT SPONSORSHIP

Scheduie {Form 990)

 

 

 

 

 

 

 

 

 

432241
05-01?14 3 3



Schedule Worm 990)

.EDISON ELECTRIC INSTITUTE. INC.

13~0659550

Part I Continuatian of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part 

Bags 1

 

Name and address of
organization or government



IRC section
if applicable

Amount of
cash grant

Amount of

normash
assistance

Method of
valuation
(back; FMV,
appraisaf, othev}

Description of
noncash assistance

Purpose of grant
or assi?ance

 

HUNTON WILLIAMS (UWAG)
2200 AVENUE, N.W.
WASHINGTUN. DC 23037

54?95?2259

LLP

111 844.




 

INSTITUTE FOR EDUCATION
4419 MASSACHUSETTS AVE. NW
WASHINGTON DC 20016

52-17763?9

501(c)(3)

5.000.

CONTRIBUTIONS: EDUCATION

 

INTEGRATED DESIGN ELECERONICS
ACADEMY PUBLIC CHARTER SCHOOL -
1027 45TH STREET KW WASHINGTOH,
DC 23019

31-?1573761

MENU 

10 000.

CONTRIBUTIONS: EDUCATION

 

JOHNS EOPKINS UNIVERSITY
1717 MASSACHUSETTS AVE NW
WESHINGTON. DC 26036

52-0595110

'sa1(c)(3}

5 000.

SUPPORT

 

JOINT CENTER FOR POLITICAL AND
ECONOMIC STUDIES 1090 VERMONT
AVENUE, NW SUITE 1100 
WASHINGTON DC 2 {2 0 5

53-1669079

501(c)(3)

15.000.

EVENT SPONSORSHIP

 

KEEP MEMORY ALIVE
888 BGNNEVILLE AVE
LAS VEGAS, NV 89105

88?0515534



5,000.



 

KEYSTONE CENTER
1628 STS JOHN ROAD,
co 804.35

Sci-9688506

501(c)(3)

15,000.



 

KEYSTONE CENQER
1628 STS JGHN ROAD,
KEYSTONE CO 80435

34m0688506

501(c)(3)

20.000.

 

LEADERSHIP CONFERENCE ON CIVIL AND
HUMAN RIGHTS 1529 STREET, NW

 

23w7026895

 

501(c)(4)

 

10 009.

 

 

 

Evgyr SPONSORSHIP

 

EVENT SPONSORSHIP

 

10TH FQQOE wasgxmemou, BC 

432241
55.01-14-

34

Schedule (Farm 990)

 



Schedue 1 (Form 990)
I Part I:

 

EDISON ELECTRIC INSTITUTE,

Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990}, Part H.)



13-0659550

Page 1

 

Name and address 0%
arganizazion or government

Em

(C) ERC section
if applicable

Amcunt of
cash grant

(9) Amount of

non-cash
assistance

if) Method of
valuation
(book, FMV,
appraisal. other)

Description of
non-cash assistance

Purpose of grant
or assistance

 

MACRUC
1101 VERMONT NW, NW sum}: 200
WASHINGTON DC 26005

52w2627917

501(c)(3)

15

009.

CONFERENCE 

 

MIDEAST LAMPAC
801 AVE., 
DC 20904

 

25?4485?21



DUO.

CQMIQFERENCE SPog?casmP

 

 

MIDWEST LAMPAC
414 NICOLLET MALL, 7TH FLOOR
MN 55401

45~4131269



000.

CONFERENCE SPONSORSHIP

 

MIDWESTEEH GOVERNORS ASSOCIATION
2025 STREET NW, SUITE 800
DC 20035

37w4862860



3?

500,

CONTRIBUTIONSXMEMBERSHEES

 

NATIONAL ASSOCIATION OF BLACK
JOURNALISTS 1100 KNIGHT HALL
SUITE 3100 COLLEGE MD
20?42

52*1266959

501(c)(3)

069.

EVENT SPONSORSHIP

 

NATIONAL BLACK CAUCUS OF STATE
LEGISLATORS 444 N. CAPITAL ST.,
NW WASHINGTON DC 20001

52-1215832



19

000.



 

NATIONAL BUILDING MUSEUM
401 STREET, NW
WASHINGTON, DC 20301

52-1050939



33

GOG.

EDUCATEDN

 

CAPITAL CHAPTER MULTIPLE
SCLEROSIS SOCIETY 1800 
NW SUITE 750 SOUTE WASHINGTON,
DC 20936

53?6237555



25

.000.

LVENT 

 

NATIONAL ENBANGERED SPECIES ACT
REFORM COALITION 1055 THOMAS
JEFFERSON STREET, NW 5TH FL

DC 20007

 

52~1763890

 

501(c)(5)

 

1Q

.300,

 

 

 

 

 

 

 

 


05-01-14

35

Schedule [{Form 990)



Schedu a I (Form 990)
Pari 

 

EDISON ELECTRIC INSTITUTE.
Continuation of Grants and Other Assistance to Gavemments and Organizations in the United States (Scheduie I (Form 990). Part El.)



13~0659550

Page 1

 

Name and address of
organization or government

uueaw

section
if applicabie

Amount of
cash grant

Amount of

non-cash
assistance

Desdrip?on of
non-cash assistance

Method of
valuation
(book, FMV,
appraisag other}

Purpose of gram
or assistance

 

NATIONAL ENERGY AND UTILITY
AFFORDABILITY COALITION A 1810
VERMONT AVE NNW DC
20095 





10_000.

SPOESORSEIP

 

NATIONAL LAMPAC
701 VE 3RD FLOOR
WASEINGTON DC 29004

26 ?2620295

sultan)

45 000.

CONTRIBUTION

 

NATIONAL PARK FOUNDATION
1110 VERMONT AVENUE, NW, SUITE 2ao
WASHINGTON DC 20095

52-1686761



10 000.



 

NCSL FOUNDATION FOR STATE
7700 EAST FIRST 
DENVER. CO 89230

74?2232576



2? sad.



 

NCSL FOURDATION FOR STATE
7700 EAST FIRST PLACE
DENVER, CO 80230





20.00?.

EVENT 

 

NERO
170': 911mm 
ALEXANDRIA VA 22 14

91-1850125



5,500.

EVENT SPONSORSHIP

 

NESU FOUNDATION
0 BOX 3590

was omens mg 38003

85m01?0157



6,600.

CONTRIBUTIONS: EDUCATION

 

NORTHWESTERN UNIVERSITY KELLOGG
SCHOOL OF MANAGEMENT 2091
SHERIDAN ROAD - EVANSTON. IL 50208

36?216781?

501(c)(3)

15-000.

CONTRIBUTIONS: EDUCATION

 

PHI COMMUNITY FOUNDATION
701 NINTH E.W
DC 20068

 

51w036?729

 



 

5,000.

 

 

 

 

EVENT SPONSORSHIP

 

 

$82241
95?01mm

36

Schaduie I (Form 990)

 



 EDISON ELECTRIC INSTITUTE. INC.
I Part Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990}, Part II.)

13w0659550 P?e1

 

 

Name and address of {32) EN IRC section Ammunt of (9) Amount of Method of
organization or government if app?cable cash grant non-cash valuation.
assistance (hook, FMV,
appraisal, other)

Description of Purpose of grant
nonwsh assistance or assistance

 

POLLINATOR PARTNERSHIP
423 sm., 5TH FLOOR
CA 94111

94~3283967

301(c)(3)

5

900.

SPONQORSHIP

 

PREVENT CENCER FOUNDATION
1500 DUKE STREET #500
ALEXANDRIA VA 22314

52*1429544

301(c)(3)

10

,000,

RT SPONSORSHIP

 

PUBLIC AFFAIRS COUNCIL
2121 STREET NW N0 900
WASHENGTON. DC 20037

l3-179?733



5

800.

EVENT 

 

REPUBLICAN ATTORNEYS QENERAL
ASSOCIATION 1201 STREET NW,
SUITE 675 WASHINGTON, DC 20304

45~4501?17

SECTION 527

25

.000.

 

 

REPUBLICAN ASSOCIATION
1?47 AVENUE
WASHINGTON Dc 20005

11-3655877

SECTION 527

50

000.



MBERSEIPS

 

REPUBLECAN STATE LEADERSHIP
COMMETTEE 1808 DIAGONAL ROAD
SUITE 230 - ARQXANDRIA VA 22314

SECTION 52?

25

000.

MEMBERSHIPS

 

RESOURCES FOR THE FUTURE
1616 STREET NW
WASHINGTON DC 20036

?5w0532524

53-9220900



10.

000.

CONTRIBUTIONS:
EXVIRONMENTAL

 

ROOSEVELT INSTITUTE
570 LEXINGTON AVENUE SUITE 500
NEW YORK NY 19022

23?7213592

501(c)(3)

1Q

06%.

SPONSORSHIP

 

RULE a? LAW DEFENSE FUND
1747 AVE NW ST 300
WASHINGTON Dc 20396

 

46?5133303

 



 

25

006.

 

 

 

 

 



 

4322-11
8501?14

 



Schedule I (Form 990}



Schedule-l 0m: 9902 ELECTRIC INSTITUTE . INC . Page?!
Part 3   Continuation of Grants and Other Assistance to Governments and Organizations in the nited States (Schedule 5 {Form 990), Part ll.)

  

 

Name and address of lFiG section Amount of Amount of Method of (9) Description of Pumese of gram
organiza?on or government if applicable cash grant noncash valuation nowcash assistance or assistance
assistance; (back, FMV.
appraisal, other)

 

SECURITIES INDUSTRY AND FINANCEAL
MARKETS ASSOCIATION - 120 BROADWAY
NEW YORK NY 16271 32A0178959 29 005. 0. 

 

90 STRERS MIGHT EAT
71 STREET NW
WASHINGTON DC 20991 23?7099123 10 903,- 0, EVENT SPONSORSHIP

 

 

SOUTHEAST LAHEAC
600 18TH STREET RORTH
BIRMINGHAM AL 35244 46~06l2026 5,000, 0. 

 

STATE GOVERNMENT AFFAIRS COUNCIL
515 KING STREET, SUITE 325
VA 22314 52?10631)?! 501(c)(6) 5 one. 0. 

 

 



2?
STATE mum: NETLJORK
1655 FORT MYER DRIVE are 360
ARLINGTON VA 22209 . 5740952531 10 can. 0. CONFERENCE SPONSORSHIP

 

 

STEM4US
1529 STREET NW SUITE 309
WASHINGTON DC 20034 90~0999200 5 003. DJ EVENT SPOESORSHIP

 

 

STEM4US
1639 STREET NW SUITE 300
WAEHINGTON. DC 98~0999200 CORPORATION 5 000. 0. CONFERENCE 

 

THE ARTISTS ATHLETES ALLIANCE
906 19TH STREET NW, SUITE 800
WASHINGTON, DC 20066 25w2255579 CORPORATIQE 10,000, 0. 

 

THOMAS ALVA.EDISON FOUNDATION
701 AVE 3RD FLOOR

WASHINGTON, DC 23004 52?2106274 1?5,090. 0. ROQRAM CONTRIBUTION
Schedule I (Farm 990)

 

 

 

 

 

 

 

 

432241
05?01- 14 3 8

 

 



 

 

Schedule Form 9'90 EDISON ELECTRIC INSTITUTE INC .
Part Continuation of Grants and Other Assistance to Governments and Organizatiuns in the United States (Schedule I (Form 993), Part 

13?0659550 @331

 

Name and address of
organization or government

EN

section
if appifcable

(6) Amount of
cash grant

Amount of

Description 01?
non~cash assistance

appraisal, other)

Purpose of grant
or assistance

 

THOMAS JEFFERSON INSTITUTE FOR
PUBLIC POLICY 9035 GOLDEN SUNSET
LANE SPRINGFIELD VA 22153

51?023?185

501m: (3)

000.

CONFERENCE SPONSORSKIP

 

U.S. CHAMBER OF COMHERCE
1615 ST NW
WASHINGTON DC 20052

53"8045?20



$00

000.



 

U.S. CHAMBER OF COMMERCE
1515 ST NW
WASHINGTON. DC 20062

53?0045?26

501(c)(5)

.000,

EVENT SPONSORSHIP

 

UNITED WAY OF THE NATIONAL CAPITAL
AREA 1577 SPRING HILL ROAD N0
420 VIENNA VA 22132





CORPORATE RESPONSIBILITY:
ORGANIZATION

 

US NAVY MEMORIAL FDUNDATIUN
701 AVE NW
DC 29094

 

52w1164475

501(c)(3)

006.

CORPORATE RESPONSIBILITY:


 

US MEMORIAL FOSNDATION
701 AVE NW
WASHINGTON, DC 20004

52~1104476

501(c)(3)

EVENT SPONSORSHIP

 

UTAH STATE 
5005 OLD HAIR EILL
LOGAN UT 34322

87-6090528



CONFERENCE SPONSORSHIP

 

VOLTA LIVE, INC.
5500 FRIENDSHIP BOULEVARD 
CHEVY CHASE, MD 20815



CORPORATION

10

009.

 

SPONSORSHIP

 

WAFWA
2903 SAINTSBURY PLAZA
FAIRFAX VA 22031

 

82w0329350

 

501(c)(4)

 

000.

 

 

 

 

 

4:32.241
95-0144

39

 

CONFERENCE 
ScheduteitForm 990)



Sched ula I [Form 990)

EDISON ELECTRIC INSTITUTE.

INC.

13?0559550

i Part I Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990}, Part EL)

Page ?f

 

Name and address cf
organization or gmerament

EIN

{c3 IRC section
if applicable

Amount of
cash grant

(9) Amount of
noncash
assistance

Method of
valuation
(book, FMV,
appraisai. other)

(9) Description of
noncash assi$tance

(11} Purpose of grant
or assistance

 

WASHINGTON PERFORRING ARTS SOCIETY
2030 ST NW *150
BC 20636

SIB-6062439



?16 [300. 

EVENT SPONSORSHIP

 

WASHINGTON EDUCATION
FOUNDATION 16TH AND KENNEDY
STREETS NW WASHINGTON DC 20011

52~5046504

501(c)(3)

11 000. 0.

SPONSORSHIP

 

WESTERN CONFERENCE OF PUBLIC
SERVICE COMMISSIONERS - ll?l
VERMONT AVE NW SUITE 200 
WASHIEGTON DC 20005





5,000, 9.

CONFERENCE SPONSORSHIP

 

WESTERN ASSOCIATIOK
409 H. CAPITOL STREET, NW SUITE 331
WASHINGTON DC 20001

34-0747227

170(c)(1)

10:600. 0.



 

WESTERN LAMPAC
321 l?T? AVENUE SOUTH
WA 9314?

20?2432543



5.000.. 0:

CONFERENCE SPONSORSHIP

 

WOMEN IN GOVERNMENT
1315 STREET NW NO 710
WASHINGTON, DC 20004

54w1527193



5 000. 0.

SPONSORSHIP

 

COUNCIL ON ENERGY AND THE
ENVIRONMENT PO BOX 33211 
wnsaxwewqy? DC 20033

SBHIZSBESU

501(c)(3)

5.?90, 0.

EVENT SPONSORSHIP

 

WORLD CONFERENCE OF MAYORS
108 GRAY STREET, SUITE 101
TOSKEGEE AL 36083

52-1373507

SOICCHB)

6,000. 0.

CONFERENCE SPONSORSEIP

 

CENTER FOR ENERGY WORKFORCE
DEVELOPMENT 701 AVE

 

3RD FLOOR WASHINGTON BC 20094

20~4504014

 

 

501(c)(3)

 

 

0, 293 

 

INHKIND SUPPORT

 

432241
05431-14

<40

 

PROGRKM SUPPORT
Scheduia I {Form 990}



Schedule I (Foa?m 990)

EDISON ELECTRI INSTITUTE .
{garl- Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule i (Fo'rm 990}. Part EL)

INC.

13-0659550 PM

 

Name and add Fess of
organization or government

am

ERG section
if applicable

(6) Armani of

cash grant

Amount of
nowcash
assistance

Method of
vaiuation
(book. FMV.
appraisal, other)

Descripiion of
non~casn assistance

Pumbse of grant
or assistance

 

NATIONAL LAMPAC
301 AVE 3RD FLOOR
WASHINGTON DC 29004

26*2620296

501(c)(3)

39_035.

SUPPORT

 

THOMAS ALVA EDISON FOUNDATION
?01 AVE 3RD FLOOR
WASHINGTON BC 20004

524196274

501(c)(3)

101 824.

SUPPORT PROGRAM SUPPORT

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

432241
05?01?14

41

Schedule (Fm 9901



 EDISON ELECTRIC INSTITUTE. INC.

I Part HI I Grants and other Assistance to bomestic Individuaks. Complete if the organizatbn answereti "Yes" to Form 990. Part w. line 22.
Part: iil can be duplicated if additional space ?8 needad.

13?0659550

Pace 2

 

Type of grant or assistance Number of Amount of Amount 01? non? (3 Method of valuation
recipients cash grant cash assistance (boo FMV. appraisal, Other}

Description cf non-cash assis?rance

 

 

 

 

 

 

 

 

 

 

 

I Part?! 1 Supptememel information. Provide the information required in Part I, ?ne 2, coiumn 3an any other additional information.
PART I LINE 2:
THE ORGANIZATION MAINTAINS RECORDS THE AMOUNT OF

ASSISTANCE, THE ELIGIBILITY FOR ASSISTANCE AND THE SELECTION

CRITERIA TO AWARD THE ASSISTANCE.

 

 

 

 

 

332102 10?15-14 

Scheduie I (F arm 990) (2014)

 



 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SCHEDULE Compensation information one we. res-ow
(Form 990) For certain Of?cers, Directors, Trustees, Key Employees, and Highest  1 4 
Compensated Employees
i? Complete if the organization answered 'Yen? on Form 990, Part IV. line 28.
Department at the Treasury Attach 3? Form 990* Open to 
Internal Revenue Service information about Schedule [Form 990: and its instructions is at ww .Iirsnovr?m 990 . Inspectlon .
Name of the organization Employer identi?cation number
EDISON ELECTRIC INSTITUTE I . 1343659550
Part 3 Questions Regarding Compensation
Yes No
ta Check the appropriate box(es) tithe organization provided any! of the following to or for a person listed in Form 990.
Part Vii, Section A, line 1a. Complete Part ill to provide any relevant information regarding these items.
Firstciaes or charter travel Housing allowance or residence for personal use
Travel for companions Payments for business use of personal residence
Tax indemni?cation and gross?up payments Heaith or social club dues or initiation fees
i: {Discretionary spending account Personal services leg. maid, chauffeur. chef) 
if any of the boxes on line "la are checked. did the organization follow a written policy regarding payment or .
reimbursement or provision of all of the expenses described above? If complete Part to explain 1b 
2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors, 
trustees, and officers, including the CEOfExecutive Director, regarding the items checked in line to?  2
3 indicate which, if any, of the following the ?ling organization used to establish the compensation of the organization's
CEOIExecutive Director. Check all that ap piy. 130 not check any boxes for methods used by a related organization to
establish compensation of the CEOfExecutive Director, but explain in Part ill.
Compensation committee Written employment contract
independent compensation consultant Compensation survey or study
Form 990 of other organizations Approval by the board or compensation committee 3
4 During the year, did any person listed in Form 990, Part Vii, Section A, line la, with reopect to the filing 
organization or a related organization: 7 fr
8 Receive a severance payment or chaneebtcontml payment? to  
Participate in, or receive payment from, ampplementai nongoalitied retirement plan?   4b  
Participate in. or receive payment from, an compensation    
it "Yes" to any of lines tie-c, list the persons and provide the applicable amounts for each item in Part  
Only section 501(c)(3), sodomy, and 501(c)(29) organizations must complete tines 5-9.
5 For persona listed in Form 990. Part Vll, Section A, line ?la, did the organization pay or accrue any compensation
contingent on the revenues of: -
a The organization?  5a
Any related organization? so
If "Yes" to line 5a or 513, describe in Part ill.
6 For persons listed in Form 990, Part Vii: Section A, line 1a, did the organization pay or accrue any compensation
contingent on the net earnings of:
a The organization?   63
Any related organization?    $10
it "Yes" to line 63 or 6b, describe in Perl list
7 For persons listed in Form 999, Part Vii. Section A, line to, did the organization provide any nonfixed payments
not described in lines 5 and if Wee." describe in Part Ell  7
8 Were any amounts reported in Form 990, Part Vii, paid or accrued pursuant to a contract that was subject to the 
initial contract exception described in Regulations section if 'Yes," describe in Part 8
9 If "Yes" to line 8, did the organization also icliow the rebettabie presumption procedure described in
Regulations section 53.49586fc}?   ..  
LHA For Paperwork Reduction Act Notice, see the instructions for Form 990. Schedule .3 (Form 990] 2014
432i11
10?13~14
4 3
20081117 137216 056433811200 2014 . 05000 EDISON ELECTRIC INSTITUTE 0563-0331

 



Scheduie {Form 990) 2014

EDISON ELECTRIC INSTITUTE. INC.

13?0659550

I Part II [Chimera Directors, Trustees, Key Employees. and Highest Compensated Employees. Use dupiicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row and from related organizations, described in the instructions, on row 
Do not list any individuals that are not listed on Form 9530, Pan VII.

Note. The sum of columns (am-alt} for each iisted individual must equal the total amount of Form 990, Part Vii, Section A, fine 12:, appiioabie column and (E) amounts for that individual.

PM

 

(A) Name and Title

Breakdown of Vii-2 andzor WES-MISC oomoonsation

 

Base
compensation

(ii) Bonus 8.
incentive
compensation

Other
reportable
compensation

(C) Retirement and

other deferret?
compensation

(or) Nontaxabte

bene?ts

Total of columns
(moon

(F) Compensation
in column 
{eponod as deferred
in prior Form 990

 

u: in
(II)

899,010.

323,277.

1,?69,371.

92.944.

23.325.

3,607,927.

 

0'

0.

0'

G.

0.

 

(2) DAVID owams (0
EXECUTIVE VP BUSINESS OPE GB

577,896.

281.000.

34.782.

11,926.

1.232.838.

 

0.

0.

0.

0.

 

(M BEMNWWEF in
snnxoa VP EXTERNAL AFFAIR -nn

585.985.

.8.330.

11,848.

1.008.344.

 

0

0.

0.

B.

 

45 5mm COMER 
VP, GENERAL COUNSEL AND co ?n

302,331:

22,884.

20.947.



0006060

I

 

0.

0.

0.

0.

 

(5 may MILLER ii}
onyx? ADMIRISTRATIVE OFFIC an

28?.959.

28.345.

10,430.

572,971.

 

O.

0.

0.

 

 

(6) QUINLAN SHEA, 
VP 

27,217.



494.609.

aunt
GOOD

 

0.

o.

O.



 

l7) RICHARB MCMAHON a)
vr. ALLIANCE ENERGY SUPPLI nu

286.823.

19.788.

185.661.

20.777.

618,049ENERGY DELIVERY an

251,584.

20,011.

148,873.

14,388:

531,856.



 

0.

0.

0.

0.

0.



 

(9) KATHY STECKELBERG a)
VP. RELATIONS (ii)

260,887.

9.139.

133.293.

9.097.

501,416.

 

0.

0.

0.

0.

0.

 

(10) BRIAN MCCORMACK (a
VP. POLITICAL Ann EXTERNAL ?n

260.450.

3.190.

33.680.

9,053.

395,373.

 

0.

0.

0.

0'

 

(11) JOHN JR. 
PROGRAMS ?n

228.144.

119.104.

14.217.

482.293.

 

0.

0.

0.

 

(12) JOHN SCHLENKER 
are a. TREASURER (ii)

205,808.

154,156.

18,245.

 

0.

0.

 

{13) RICHARD TEMPCHIN (n
EXECUTIVE DIRECTOR RETAIL {i3}

117.178.

19.841.

417,132.

 

0

0.

 

udiommsomm 

18.073.

481.648.

 

0.

O.

0.

 

EXEC urn MEMBER REL MTG an
(15} MARC RAZEGHI (a
CH) on

185.353.

2.116.

314,974.

0

 

0.

0.

00



 

{16) SCOTT AARonson 

188.925.

16.441.

2,065.

257.048.



 

0'

 

 

0.

 

 

0.

 

0.

 





 

 

 

SENIOR 131: EC NATION a ?t

$32112
10-13-14

 

44

Schedule .1 [Form 990} 2014



 

Schedule .1 {Form 999} 2014 ED I SON ELECTRIC INSTITUTE . INC . Page 2
I Part ll I Officers, Directors. Trustees, Key Employees, and [gayest Compensated Employees. Use duplicate copies if additional space is needed.

gar each individual whose compensation must be reported in Schedule J, report compensation from the organization on row and from related organizations, described in the on row 
Do not list any individuals that are not listed on Fen-r: 990. Part Vii.

Note. The sum of coiurnns for each lisiad individual must equal the total amount of i?orm 990, Part Vii, Section A, line 1a, applicable column (D) and (a amounts for that individual.

 

(B) Breakdown of andlor ?logs-MISC campensation (C) Retirement and Nontaxabie (E) Total of columns (F) Compensation
corner deferred bene?ts in coiu rm (8)

Base Bonus {Iii} Other corn ensation re cried as deferred
(A) Name and mm compensation . incentive reportable prim Fem 990
compensation compensation

 

 

(17} STEPHANIE vomza (S) 177,368. 62,000. 17,678. 97,945. . 14,130. 369,1g1. 0.
MANAGING DI c'ron (ii(ii
(ii)

(if)
(E)
(ii)

W)

{ii}
(5)
(3i)

(35)

{m
(3)
{ii}

{ii}

(ii)

(ii)

(B)

(ii)

(ii)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule (Form 990) 2014
432?:
10-1344 4 5



ScheduieJiForm 990) 2014 EDISON ELECTRIC INSTITUTE. INC.
I Part Hi [Suppiemental information

13?0659550 Pane-?3

Provide the information, expianation, or descriptions required for Part 1. fines and for Part II. Aisa complete this part for any additional information.

 

PART 1, LINE 1A:
PART 1. QUESTION 1A TRAVEL FOE COMPANIONS:

JOHN EASTON $7,792 INCLUDED IN INCOME

 

PART I, QUESTION 1A - HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES:
THOMAS KUHN $3.248 INCLUDED IN INCOME

RICHARD MCMAHON $901 INCLUDED IN INCOME

 

JOHN EASTON IS ENTITLED TO FIRST CLASS OR CHARTER TRAVEL FOR INTERNATIONAL

FLIGHTS. RICHARD MCMAHON IS ENTITLED TO FIRST CLASS OF CHARTER TRAVEL FOR

 

FLIGHTS OVER FOUR HOURS DUE TO MEDICAL REESONS. AMOUNTS FOR 

TRAVEL ARE NOT INCLUDED IN INCOME.

 

PART I. LINE QB:
THE EDISON ELECTRIC INSTITUTE PROVIDES A NONWQUALIFIED PLAN FOR ELIGIBLE

MANAGEMENT EMPLOYEES.

 

THOMAS R. KUHN $1,726,693

 

432113
19-13-14 4 5

Schedule {Form 990) 2014



 EDISON ELECTRIC INSTITUTE. INC. 13?8659550 meS
I Part I Suppiemenial infarmatlon
Provide the informaticn, explanation, or descriptions requited for Part lines 1aand for Part: EL Also complete this part for any additional information.

 

DAVID K. OWENS $231,407

 

BRIAN WOLFF $103,994

 

EDWARD COMER $118,210

 

MARY MILLER $53,498

 

QUINLAN SHEA $37,458

 

RICHARD MCMAHON $76,881

 

JAMES FAMA $49,334

 

STECKELBERG $35,110

 

JOHN EASTON $31,012

 

BRIAN MCCORMACK $5.520 .
Schedule (Form 990) 2014

132$13
164344 4 7



Schedule (Farm 99012014 ED ISON ELECTRI INSTITUTE . INC . Page 3
I Part i Supplementa! Information 
Provide the information, expfanat?on, or descriptions required for Part 1, ?nes 1a, 1b,. 3. 4a. 4b, 4c. 53, 5b. ?63. 6b, and 8, and for Part ll. Alan samplete this part for any add'rtional information.

 

 

 

JOHN SCHLENKER $49,690

 

JAMES OWEN $40,559

 

RICHARD TEMPCHIN $7,291

 

 

 

 

 

 

 

 

 

 

 

 

 

Scheduled (Farm 990) 2014

532113

10-13-14 4 8

 



SCHEDULE 1- Tra-nsactions With Interested Persons OMB No 
{Form 990 or 99952) Complete if the organization answered "Yes" on Form 990, Part N, line 25a, 25b, 26, 27, 28a,  1 4
2812, or 288, or Form 990?52, Part V, line 333 or 46b.

 

 

Department 0! the Treasury Attac? ?3 Fm? 99?" or Em?? 99?:Ez' Open To Public

internal Revenue Service Dr Information about Schedule E. (Farm 999 at see-?2} and Its instructions is at 990. Inspection

Name of the organization Employer identi?cation number
EBISON ELECTRIC INC. 13-0559550

 

 

1 Part I Excess Benefit Transactions (section 5G1(c)(8), section 501(c)(4), and 501 organizations oniy).
Complete if the organization answered "Yes" on Form 990, Part N, line 25a or 25b, or Form QBO-EZ, Part V, line 40b.

Relationship between disqualified Corrected?

- - Descn' tion of transaction
person and organization i 9 Yes No

 

 

1 Name of disqualified person

 

 

 

 

 

 

 

 

 

 

 

2 Enter the amount of tax incurred by the organization managers or disqualified persons during the year under
section 4958 . .. 
3 Enter the amount of tax, it any, on line 2, above, reimbursed by the organization 




 

Part ll 1 Loans to and/or From interested Persons.

Complete if the organization answered ?Yes? on Form Part V, line 38a or Form 990. ti?art iine 26; or ifthe organization
on

(amame of Relationship (cJPurpose (dimmer (eionginai in Balance due (giln

Ii} Written
interested person with organization of loan 

principal amount default? board agreement?


THOMAS 

 


lithe ?Yes? on Form Part it! 27.

Name of interested person Relationship between Amount of Type of Purpose of
interested person and assistance assistance assistance
the'organizaiion

    

LHA For Paperwork Reduction Act Notice. see the instructions for Form 990 or Schedule {Form 990 or 2014

SEE PART FOR CONTINUATIONS

432133
1043644 4 9

20081117 137216 056?038112200 2014.05000 EDISON ELECTRIC INSTITUTE. 056?0333.



 

Schedu?e Form 990 or SOOEZ 2014 EDISON ELECTRIC INSTITUTE INC . -Part IV Business Transactions Involving lntarested Persons.

Complete if the Organizaiion answered "Yes" on Form 990, Part iv, iinS 28a, 28b, Or 280.

 

 

Name Of interested person Relationship between interested (0) Amount of Descrip?on of  
person and the organizatinn transaction transaction gamma?
Ves No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

lPartV I Supplemental Information

Provide additionai informatioa for responses to questions on Schedule (see Instructions).
SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS:
(A) NAME OF PERSON: THOMAS KUHN
(B) RELATIONSHIP WITH ORGANIZATION: CEO
(C) PURPOSE OF LOAN: SPLIT DOLLAR LIFE INSURANCE POLICY WITH CEO
1D) LOAN TO OR FROM a FROM
(E) ORIGINAL PRINCIPAL AMOUNT 0. (F) BALANCE DUE 447.700.
LOAN IN NO
(H) APPROVED BY BOARD OR 2 YES

(I) WRITTEN a: YES

 

 

 

 

 

 

 

 

 

 

 

43an Schedule (Form 990 or 990.52} 2014

10-05-14
50
20081117 137216 055?-03811200 2014.05000 EDISON ELECTRIC INSTITUTE, 056?0331



SCHEDULE 0 Supplemental information to Form 990 or 990-EZ 

 

 

 

(Form 99:: or 990-52) Compiete to provide information for responses to specific questions on
Form 990 nr 990-52 or to pruvide any additional information.
Deparimenl cithe Treasury ?r Attach to Form 990 or QQD-EZ. Open t9 Public
Ira?zemal Revenue Sarvioa g? informa?on about ?chedule 0 (Form 999 or 990-521 and its instructions is at ww 990 . inspection
Name of the organization 7 Empioyer identification number
EDISON ELECTRIC INSTITUTE, INC. 13w0659550

 

 

FORM 990, PART LINE 1. DESCRIPTION OF ORGANIZATION MISSION:

INFLUENTIAL AUDIENCES.

 

FORM 990, PART VI, SECTION A, LINE 1:

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, 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 

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 OK
ON ANY COMMITTEE 

4. THE AMENDMENT OR REPEAL OF THE BYLAWS OR THE ADOPTION OF NEW 

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.
LHA For Paperwork Reduction Act Noiice, see the instructions for Form 990 or 9964552. Schedule 0 {Form 990 or {2014)

432211
08-27-14

51
20081117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 056?0331



Schedule 0 (Form 990 or (2014} Page 2

Name ofthe organization Employer identi?cation number
EDISON ELECTRIC INSTITUTE. INC. l3?0659559

 

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.

 

FORM 990, PART VI, SECTION A, LINE 5:

THE ORGANIZATION HAS THREE VOTING CLASSES OF MEMBERSHIP:

 

OPERATING COMPANY MEMBERS INVESTORWOWNED OPERATING ELECTRIC CORPORATIONS
ENGAGED IN THE GENERATION. TRANSMISSION, OR DISTRIBUTION OF ELECTRICTY TO
THE PUBLIC IN THE US OR ITS POSSESSIONS. US SHAREHOLDERWOWNED
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 OF OWNERSHIP OF SECURITIES IN INVESTOR-OWNED CORPORATIONS
ARE INTERESTED IN ADVANCING THE BUSINESS OP 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.MRMBERS. 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 NONHVOTING MEMBERSHIP:

 

INTERNATIONAL AFFILIATEE EDISON ELECTRIC INTERNATIONAL

$3951., Schedule 0 (Form 990 or 99mm (2014}

52
20081117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 056?0331



Schedule 0 (Form 990 or 990-52} [2014} Page 2
Name of the organization Employer identification number

EDISON ELECTRIC INSTITUTE, INC. 13~0659550

 

AFFILIATES PROGRAM PROVIDES THE CRITICAL LINK THAT BRINGS TOGETHER ELECTRIC
COMPANIES AROUND THE WORLD WITH THE US EQECTRIC POWER INDUSTRY. THIS
SDECIAL 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 MEMSERSHIP IS
DESIGNED FOR FIRMS THAT HAVE AN INTEREST IN ADVANCING THE DEVELODMENT 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 MENBERSHIP HELPS
FIRMS TO BETTER KNOW AND UNDERSTAND THE INDUSTRY, THE PEOPLE, AND THE

ISSUES.

 

 

HONORARY MEMBERS MEMBERS WHOI ON ACCOUNT OF THEIR STANDING OR
QUALIFICATIONS, IN THE OPINION OF THE BOARD AND BY ITS ELECTION. ARE

ENTITLED TO SUCH HONOR.

 

FORM 990, PART VI, SECTION A, LINE 7A:
THE DIRECTORS ARE ELECTED AT THE ANNUAL MEETING BY VOTING CLASS MEMBERS OF

THE ORGANIZATION EITHER INMPERSON OR BY DROXY.

 

FORM 990, PART VI, SECTION A, LINE 7B:

THE MEMBERSHIP OF THE ORGANIZATION APPROVES BYLAW AMENDMENTS.

 

FORE 990, PART VI, SECTION 3; LINE 112
33229324 Scheduie a (Form 990 or 990?521 (2914)
53
20081117 137216 056~03811200 2014.95000 EDISON ELECTRIC INSTITUTE, 056-0331



Schedule 0 (Form 990 0r (2014) Page 2

Name of the organization Employer identification number
EDISON ELECTRIC INSTITUTE, INC. 13~0659550

 

THE FORM 990 FOR THE EDISON ELECTRIC INSTITUTE IS REVIEWED BY THE
OUTSIDE CPA FIRM AND REPORTED BY THE ENGAGEMENT PARTNER TO
THE EXECUTIVE COMMITTEE IN ADVANCE OF FILING. COPIES OF THE
FORM 990 ARE MADE AVAILABLE TO THE EEI BOARD PRIOR TO FILING. THE RETURN

IS REVIEWED AND SIGNED BY THE CHIEF FINANCIAL OFFICERS.

 

FORM 995, PART VI, SECTION B, LINE 12C:

THE ORGANIZATION HAS WRITTEN CONFLICT OF INTEREST POLICIES FOR ALL
OFFICERS, DIRECTORS, AND KEY EMPLOYEES. EDISON ELECTRIC INSTITUTE 
CODE OF BUSINESS CONDUCT HAS BEEN DISTRIBUTED TO ALL EMPLOYEES AND IS ON
THE INTRANET SITE. THIS DOCUMENT INCLUDES, IN PART. 
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 CONFLICT OF INTEREST POLICY, APPLICABLE TO ALL MEMBERS
OF ITS BOARD OF DIRECTORS. WHICH WAS FORMALLY ADOPTED BY THE 
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 CORPORATE RESOURCES AND FINANCIAL

REPORTING AND A VENDOR CODE OF CONDUCT POLICY.

 

THERE HAS NOT BEEN A VIOLATION OF THE CONFLICT OF INTEREST 
ALTHOUGH WE STAND READY TO ENFORCE THE POLICIES IN APPROPRIATE

CIRCUMSTANCES.

 

FORM 990, PART VI, SECTION B, LINE 15:

 

 

THE COMPENSATION OF THE CEO IS BASED ON RESULTS FROM
3339314 Schedule 0 (Form 990 or 990-52} {2014)
54

20081117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 056~0331



Scheduie 0 (Farm 990 or {2014) Page 2
Name of the organiiation Employer identi?cation number

EOISON ELECTRIC INSTITUTE. INC. 13~0659550

 

COMPENSATION SURVEYS AND A REVIEW BY AN INDEPENDENT CONSULTANT ON AN ANNUAL
BASIS. THE COMPENSATION IS REVIEWED BY THE 

COMPENSATION COMMITTEE AND APPROVED BY THE BOARD.

 

THE COMPENSATION OF THE 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 COMPENSATION COMMITTEE AND APPROVED BY THE

EXECUTIVE COMMITTEE.

 

FORM 990, PART VI, SECTION C, LINE 19:

THE ARTICLES OF INCORPORATION ARE A PUBLIC DOCUMENT AND ARE
AVAILABLE ON THE VIRGINIA SECRETARY OF STATE WEB SITE. THE 
CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. THE 
AUDITED FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE 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.

 

FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS:

CHANGE IN PROJECTED EMPLOYEE BENEFITS OBLIGATIONS ?11,948,300.

 

 

 

 

 

 

 

 

 

 

3322314 Schedule 0 (Form 990 or 990-521) (2014}

A 55
20081117 137216 056?03811200 2014.05000 EDISON ELECTRIC INSTITUTE, 056~0331



SCHEDULE 
(Form 990}

Department of tho 'E?masury
animal Reveagg ?g?dpe It
Name of the organization

 

 

EBISON ELECTRIC INSTITUTE,

Part i

Related Organizations and Unrelated Partnerships
Nomplete if the organization answered "Yes" on Form 990. Part IV, line 33. 34, 35b, 36. or 
Attach to Form 990.

Schedule Form 990 and its i

INC .

Identi?cation of Disregarded Entities Complete ifthe organization answered "Yes" on Form 990, Part w, iine 33.

 

nations is at .irsgov?mt 990 .

 

OMB No. 15454104?

2014

Open to Pubiic
inspection

 

 

Empioyer identi?cation number
{bi
Primary activity


Name, address. and EIN {if applicable)
of disregarded entity

(G)

Total income



Endwoi-year assets


Legal domicile (state or
foreign country)

if)

Enact controlling

entity

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part organizations during the tax year.

identi?cation of Rotated Tax?Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or mere related tax-exempt

 


Primary activity


Name. address, and EN
of tainted organization

is) if)
Public charity Direct controlling
status (if section entity
501 (CW)


Legal domiciie (state or
foreign country)

id}
Exempt Code
section



Section 
contraiied
entity??

 

 

Yes 0

 

moms ALVA EDISON FOUNDATION 82?2106274
AVE 1W
wasnmofron DC 20004

 



EDISON ELECTRI 

DISTRICT OF 501(c)(3) INSTITUTE. INC.



 

 

CENTER FOR ENERGY WORKFORCE DEVELOPMENT -
2044504014, mi
WASHINGTON DC ZOQOIE

 

EDUCATION

EDISON 

DELAWM SOIICHS) 509(k) INSTITUTE INC.

 

EDISON ELECTRIC INSTITUTE 
VOLUNTARY EMPLOYEES BENEFZICEARY 7'01

AVE NW WASHINGTON DC 20004

 

RETIREE MEDICAL AND LIFE
INSURANCE BENEFITS

EDI SON ELECTRIC

DISTRICT OF COLUMBIA 9 INSTITUTE, INC .

 

 

 

 

 

 

 

 

 

 

 

For Paperwork Reduction Act Notice, sea the Instructions for Farm 990.

433161

06-14%: LHA

Schedule (Form 990) 2014

56



 

Schedule 9 (Form 990) 2014 EDISON INSTITUTEIdenti?cation of Related Organizations 1? axabie as a Partnership complete if the organization answered ?Yes? on Form 990, Part iv. line 34 because it had one or more related

Fan organizations treated as a partnership during the tax yearName, address, and EIN Primary activity Direct controlling Predominant income Share of total Share of Dlsumnortionaie Code V?Ual Gmarni Percentage

 

- domtoiio . . - .
of reiated organization ontny rotated. unrelated, income end-of- ear amount box managing ownership
(3mg 3? emanated from tax under 3336):; mm?? 28 of Scheduie 

K-?i (Form 1055) Veg No

5331533) sections 512?514} Yes No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

identi?cation of Rotated Organizations Taxable as a Corporation or Trust Compiete if the organization answered ?Yes? on Form 990, Part N, i ine 34 became it had one or more rotated

Part IV organizations treated as a corporation or trust during the tax year.
id) (9) (hi Sagan
Name, address, and EN Share 01? Percentage 512mm

. Primary activity Legai domicile Direct controliing Type of entity Share of total
Of related organization {state or emit); corp_ 3 com, igcome endgame; ownership controlled
 Dr  asseis 

 

 

Yes No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

432152 05-1444 5 7 Schedufe (Form 99012014



 

Schedule Form 990 2014 EDI ELIE TRIC INSTITUTE IN . 
Part Transactions With Related Organizations Compiete if the organization answered ?Yes? on Form 5390, Part lV, iine 34, 35b, or 36.

 

 

 

Note. Complete line 1 if any entity is listed in Parts ii, ill, or of this schedule. Yes No
1 During the tax year, did the organization engage in any of the foiiowing transactions with one or more related organizations listed in Parts li-N?? 
Receipt of interest, (ii) annuities, royalties. or {iv} rent from a centroile entity   1a



Gift, grant, or capital contribution to related organization(s) 1b 



Gift, grant, orcapiiai contribution from related organization(Loans or loan guarantees to or for related organizationis.unuuwu

Loans or teen guarantees by related organizatiome?1.06130

 

{Dividends from reiated organizationisl . . 1f
Sale of assets?: related organizationisi  19
Purchase ofassets from related organizationisi   
Exchange of assets with related organization(Lease of facilities, equipment, or other assets to related organizationisl

 

 

+535

 

 



 

?Lease of facilities. equipment. or otherassem from related Oleanizationlsl  1k

Performance of services or membership or mndraieirig solicitations for related organization(s}   1!
Performance of services or membership mr?fundraising SOIlcitations by related organizationisi 
Sharing of facit?rtiee, equipment, mailing lists, or other assets with related organization(s) A 1n



 

 

MNM NMM

 

 

unannuwununn nun-nu.- 

Sharing of paid employees with related organizatien(Eco

 

Reimbursementpaidtorelated organizationislforexpenses .. 19
Reimbursement paid by reiated organizatioMs} for expenses 

mm" trans?lemf 0" 10 Famed organiza?OMS)  
a or propveer related 15 
2 if the answer to any of the above is ?Yes,? see the instructions for infomation on who must complete this line, inciudino covered relationships and transaction thresholde
in I
Name of related organization Transaction Amount involved Method of determining amount involved
type 

 

 

 

 

 

 

(1) THOMAS ALVA EDISON 2'76 82 4 .

 

(2) CENTER FOR ENERGY WORKFORCE DEVELOPMENT 39 8 9 7 5 .

 

(3) THOMAS ALVA EDISON FOUNDATION 1 092 500 .

 

(4) THOMAS ALVA EDISON FOUNDATION 936 068 .

 



CENTER FOR ENERGY WORKFORCE DEVELOPMENT 37 33 5 .

 

 

 

 

.
432133 08?14-16 5 3 Schedule (Form 990) 2014

 



 

SchedulnRiForm 990i2014 EDISON ELECTRIC INSTITUTE, INC .

Part Vi Unrelated Organizations Taxable as a Partnership Complete if the organization answered "v.93" on Form 990. Part iv, line 37'.

13?0659550 pm

Prnvide the following information for each entity taxed as a partnership through which the nrganizaiion conducted more than ?ve percent of its activities (measured by total assets or gross revenue}
that was not a retested organization. See instructions regarding exclusinn far certain investment partnerships.

?irtea)" if) (1) 

Name; address. and EN Primary activity Legal domicile Pre?n?nam iriictogne {5.5231213  Sham of Share of Boggy-9618! 20 Genera} or Percentage
- rea unreae amou sn ox Manama 

of entity (state or foreign excguded Baum tax under total and of year ?mum? of Scheduta K4 ownership
sections 512?514) Yes No income Essa?; yes No (Form 1065) Yes No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedu-ie (Farm 990) 2014
452164

08-1444 



SchedulaB (Form 990} 2014 EDISON ELECTRI INSTITUTE . INC . Part Supplemental Information 

Provide additiOnaI information for respanses io quesiions on Scheduie (see 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

432165 6844? Schedule [Form 990} 2014

50
20081117 137216 056~03811200 2014.05000 EDISON ELECTRIC INSTITUTE, 056?0331