990 Return of Organization Exempt From Income Tax 
Form Under section 501(0), 527. or of the Internal Revenue Code (except private foundations]

   
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Department olthe new Dr Do not enter social socun?ty numbers on this form asit may. be made public. Open to Public
internal Revenue Service information about Form 990 a 1r._ 5 . i 990. . inspection
A For the 2014 calendar year, or tax year beginning i 
Check if 0 Name of organization Employer identification number
application
#33335 EDISON ELECTRI INSTITUTE INC.
Ejliifai??e Doing business Number and street (0:131). box it mail is not delivered to street address) Rooml'sulie Telephone number
Elfin, 701 AVENUE, NM. 202-508~5000
aled City or town, state or province. country. and or foreign postal code mild? WASHINGTON Mia) is this agmup return
1:31:13?? Name and address of principal of?cer: THOMAS KUHN for subordinates? 1::3-Yes No
pending SAME 338 ABOVE Hui] Areaii :1 N0
I Tax-exempt status: 1:1 501(c){ [ii] 501mm 6 )4 (insertno.1 4947(a)(11or 527 it attach a list. (see instructions)
Website: . EEI . ORG His) Group exemo?ion number 
Form oioroanization: Association Other? 1L Year of formation: 1933 State of legal domicile: VA
I Part I Summary 
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 tithe organization discontinued its operations or disposed of more than 25% of its netaseete.
3 Number of voting members ofthe governing body (Parm line Ta) 3 6 8
4 Number of independent voting members of the goveming body (Part 111 line 1b) .4 6 8
5 Total number of individuals employed in calendar year 2014 {Part V. line 231 5 
5 6 100
7 a Total unrelated business revenue from Part Vili column (G) line 'Net unrelated business taxable Income from Form 990 T, line Prior Year Current Year
In 3 Contributions and grants (Pillt 1h) 0 - E3 .
9 81:5801557- 8314953390.
E: 10 investment income (Part Vill, column lines Other revenue (Part column (A), tines 5, 6d, 8c,90,10c. and tie) 0 . .
12 Totai revenue . add linesa through 11 (must equal Part: column (A), line 121 84 [353 540 . 5 281 5 1 .
13 Grants and similar amounts paid (Part lX, column lines 1-Bene?ts paid to or for members (Part EX. column (A) Sine 4) . 0 .
3 ?15 Salaries, other compensation, employee bene?ts(Part IX ooiumn lines 5310163 Professorial fundraismg fees (Part IX, column (A), llnelte) . 0 .
Total lundraising expenses {Part 1X, column (D1, line 251 0 . . .
17 Otherexpenses(Part Ix, column (A). lines Harrie, 113243Total expenses. Add lines 13-17 (must equal Part lX. column (A1.iine 25Revenue less expenses. Subtract line lafrom line 12 423 829 . 2 886,. 897 I
eg Beginning oi Current Year End of Year
20 Totalassetsipanx triers) 115,832,910. 121,025. 677.
21 26) 8a . 478, 384 . 95.894 . 683.
go. g22 Net assets or fund balances. Subtract line 2'1 from tine 20[Part II Signature Block
Under penalties of yttrium! geclare tiEt have examined this return, including accompanying schedules and statements, and to the best or my knowledge and belief, iris
true, correct, and comp?te.) ecl ail of Jewel (other than mar) Is 133330I on all information of which preparer has any knowiedge.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Sign Si ture 0 mi; Date
Hero JOHN . SCHLENKER CFO
Type or print name and title
Printfiype preparer's name Preparer's signature 33315 12"? 
Paid DAVID TRI MNER sell-employed Preparer Finn?s name CLIFTONLARSONALLEN LLP Firm's Elli Use Only Firm's address 4 2 5 0 . FAIRFAX DRIVE 1 Ci 2 0
ARLINGTON, VA 22203 
May the discuss this return with the propeller shown above? {see instructions} Yes No

 

43mm 21-07-14 LHA For Paperwork Reduction Act Notice. see the separate instructions. Form 990 (2014}

 

 

rogram Service Accomplishments
CheckifSchedule Ocontainsereeponse or note to any line in this Part Ill DE
1 Briefly describe the organization's mission: .
EDISON ELECTRIC INSTITUTE INC. IS THE ASSOCIATION OF 
ELECTRIC UTILITIES . THE INSTITUTE PROVIDES
AUTHORITATIVE ANALYSIS AND CRITICAL 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 were not listed on

Form 990i2514} EDISON ELECTRIC INSTITUTE INC. 13?0659550 Pa e2

Part ill Statement of 

 

thep?orFormeeooreenEzr Eyes [Elm
if Wee," describe these new services on Schedule 0.

3 Did the Organization cease conducting, or make significant changes in how it conducts, any program serviceszm? {:lYes No
If "Yes," describe these changes an Scheduie 0. .

4 Describe the organizatien?s program sewice accompiishments for each cf its three 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, it any, for each program sewice reported.

4a {Codez (Expenses 3 hclud?ng grants 01 (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: )(Expeneeas indudlng grants eis (Remixes 
ENERGY DELIVERY PROGRAM IS COMPRISED OF A HOST OF ACTIVITIES
INVOLVING THE FEDERAL ENERGY REGULATORY COMISSIUN FERC AND THE NORTH
AMERICAN ELECTRIC RELIABILITY CORPORATEON (NERO) a IT ALSO INCLUDES.
SECURITY (CYBER AND PHYSICAL STORM RESILIENCY AND RE590NSE AND
TRANSMISSION ISSUES. AS THE ASSGCIATION 0F ELECTRIC
UTILITIES, THESE PROGRAMS AND ACTIVITIES RELATE TO THE EXEMPT PURPOSE
OF ELECTRIC INSTITUTE.

 

 

 

 

 

46 (Code: ?Expenses including grenteo? (Revenues 
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 
Expenses including grams cf (Revenue 
4e service expenses 
Form 990 (2014)

432002
11-07-14

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

Form 990 {2014) EDISON ELECTRIC INSTITUTE . INC. 13~0659550 Pagea
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 A 1 
2 Is the organization required to complete Schedule 8, Schedule of Contnbutord? 2 
3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates tor
nubile 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 the 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, For? 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? ll "Yes, complete Schedule D, Pertl 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 ill 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 counseling. debt management, credit repair, or debt negotiation services?
if "Yes." complete Schedule D. Farm! 9
10 Did the organization. directly or through a related organization, hold assets in temporarily restricted endowments, permanent
endowments, or quasiendowments? ll ?Yes, complete Schedule D, Part to 
11 If the organization?s answer to any of the following questions is ?Yes.? then complete Schedule D, Parts Vi, Vii, 1X. or 
as applicable.
or Did the organization report an amount for land, buildings, and equipment in Part X, line 10? if ?Yes, complete Schedule D,
Part Vl 11a 
Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total
assets reported in Part complete Schedule D. Part 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 repelled in Part >2 line 16? lf?Yes,? compf?te Schedule 0, 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 complete Schedule D, Part IX no 
3 Did the organization report an amount for other liabilities in Part X, line 25? if ?Yes, complete Schedule D, Part its 
i Did the organization?s separate or consolidated financial statements for the tax year include a footnote that addresses
the organization?s liability for uncertain lax positions under 48 (A80 1740)? ?Yes, complete Schedule D, PariX 111? 
12a Did the organization obtain se carats. independent audited financial statements tor the tax year? if 'Yes, complete
Saheduie 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 orgam'zatioo answered "No to line 72a, their 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 landlv 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" compote Schedule Paris 1187?le 15 
16 Did the organization report on Part ix, column (A), line 3, more than $5,000 of aggregate grants or other assistance to
orfor foreign individuals? if "Yes,? complete Schedule F, Parts ?land it! 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 lie? If "Yes, complete Schedule G. Part! 17 
18 Did the organization report more than $15,0001ctal of fundraising event gross income and contributions on Part Vill, lines
10 and 8a? If ?Yes, complete Schedule 6.1981?? 18 
19 Did the organization report more than $15,000 of gross income from gaming activities on Part Vlil, line Do? if ?Yes, 
complete Schedule Gt Part l1! 19 
203 Did the organization operate one or more hospital facilities? If ?Yes. 'i complete Schedule 20a 
if "Yes" to line 20a. did the organization 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 99050141 EDISON ELECTRIC INSTITUTE INC . 13 .. 0 65 9 550 Page 4
1 Part Checklist of Required Schedules (continuedDid the organization report more than $5,090 of grants or other assistance to any domestic organization or
domestic government on Part ix, column time "Yes,' complete Schedule If, Farmland ll
Did the organization report more than $5 {350 or grants or other assistance to or for domestic individuais on
Part or, entomn (A), line if "Yes, complete Schedule Parts land ill
Did the organization answer "Yes" to Part Vll, Section A, line 3, 4 or 5 about component? on of the organization 6 current
and former officers, directors trustees ,kay employees, and highest compensated emp ioyees? if "Yes,? complete
Schedule 
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 ismect after December 31, 2002? If Wes,? answer iII-Ios 245 through 211d and complete
Schedule K. If go feline 253
Did the organization invest any proceeds of tare ?exempt bonds beyond a temporary period exception? .. .. ..
Die the organization maintain an escrow account other than a refunding escrow at any time during the year to staircase
any taxexernpt bonds?" ..
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 Port! 
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 990 52? it "Yes,? complete
$chedulei. Part! ..
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, trustees, key emoioyees, highest compensated employees, or disqualified persons? if "Yes, 
complete Schedule L, Part if
Did the organization provide a grant or other aSSIstancr-r 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 fam?y 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 foliowing parties (see Scheduia L, new
for applicable filing thresholds, conditions, and exceptions):
A current or forrner officer, director, trustee, or key employee? 11' "Yes, compiete Schedule L, Parr JV 
A famiiy member of a current or former officer, director, trustee, or key employee? if "Yes, complete Scheduie L, Part iV 
Arr-entity of which a current or former of?cer, director trustee or key empioyee (or a family memher thereof) was an of?cer
director trustee, or direct or indirect owner?? If 'Yes," complete Schedule L, Part it! 
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 assets, or quali?ed conservation
co ntributions?? If "Yes, complete Schednie 
Did the organization liquidate, terminate, or dissoive and cease operations?
If "Yes," complete Schedule Pam 
Did the organization soil exchange, dispose of, or transfer more than 25% of its net assets? if "Yes,? complete
Schedule Part ll 
Did the organization own 100% of an entity dIsregarded as separate from the organization under ReguiatIons

sections 301 7701-2 and 301 7?01-3? If 'Yes,? compiete Schedule Part 1
Was the organization related to any tax- exempt or taxable entity? if ?Yes,? complete Schedule Part fl, ill or iv and
Part line 1
Did the organization have a controlled entity within the meaning of section 51 ..
If ?Yes? to line 35a did the organization receive any payment from or engage in any transaction with a controiied entity
within the meaning of section if complete Schedule 8, Pan if line 2, 
Section 50115st organizations. Did the organization make any transfers to an exemot non?chantahle related organIzatIon?
it "Yes, oompiste Schedule H, Part V, line 2 
Did the organization conduct more than 5% of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes? if 'Yes, complete Schedule R, For: Vi 
Did the organization complete Schedule 0 and provide explanations in Schedule for Part Vi, lines 11b and 19?
Note, All Form 990 ?iers are required to ccmpiete Schedule 38X

 

432004

11-0744

4

20081117 137216 2014.05000 EDISON ELECTRIC INSTITUTE,

 

 

 

Form 990 (2014)

056?0331

 

Forrn990 2014 EDISON ELECTRIC INSTITUTE. INC. 1341659559 92143655


art Statements Regarding Other Filings and Tax Compliance

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



 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes No
13 Enter the number reported in 80x3 ofForm1096. Enter 1} ii not applicable 1a 1 
Enter the number of Forms included in iine 1a. Enter -0- ii not applicable Cl
9 Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners? .. 1c
23 Enter the number of employees reported on Form we, Transmittal; 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 all required tederai tax returns? 
Note. lithe sum of iines la and 2a is greater than 250, you may be required to e??le (see instructions}
33 Did the organization have unrelated business gross income of $1 ,000 or more during the year? 3a 
in if "Yes," has it ?led a Form 990? for this year? If ?No, to line provide an explanation in Schodoie at: 
4a At anytime during the calendar year, did the organization have an interest in, or a signature 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 FinCEhi Form 1 14. Report of Foreign Bank and Financiai Accounts 
5a Was the organization a party to a prohibited tax sheltertransaciion at any time during the tax year? 5a 
33 Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter 5b 
if ?Yes," to line 5a or 5b, did the organization ?le Form 8886?? be
do 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 deductible as charitable contributions? 
if "Yes," did the organization inciude with every solicitation an express statement that such contributions or gifts
were not taxdeduct?ble? on
it Organizations that may receive deductible contributions under section 170(c).
a Did the organization receive a payment in excess oi$75 made partlyas 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
101339 Form 8282? . TC
if "Yes.? indicate the number of Forms 8282 filed during the year 7d 
Did the organization receive any funds, directly or indirectiy, to pay premiums on a personal benefit contract? 7o
1? Did the organization, during the year, pay premiums, directly or indirectly, on a personal bene?i contract? 7f
9 the organization received a contribution of qualified intellectual property, did the organization ?ie Form 3899 as required?? 79
if the organization received a contribution of cars, boats. airplanes, or other vehicles, 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 any time during the year? 8
9 Sponsoring organizations maintaining donor advised funds.
3 Did the sponsoring organization make any taxable 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".
an initiation fees and capitai contributions included on Part Vlii, line 12 10a
Gross receipts. included on Penn 990, Part Vlii, iine 12, for public use of club facilities 10b
11 Section organizations. Enter:
a Gross income from members or shareholders 11a
Gross income from other sources (Do not not amounts due or paid to other sources against
amounts due or fece'wed from them.) 115
129 Section 4947(ali'i) nonwexempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 1%
if ?Yes," enter the amount of tax-exempt interest received or accrued during the year 12b
13 Section outlaws!) quaii?ed 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 O.
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
Enteritis: 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 "No, provio?rp explanation in Schedule 0 ?14b
Form 990 {2814)
432005
n-omq
5
20081117 137216 056?0323112013 2014 . 05000 EDISON ELECTRIC INSTITUTE 05643331

Form 990 2014 EDISON ELECTRIC I STITUTE INC. 13~0659550 Pages
Part VI Governance, Management, and Disclosure Foreach 'Yos? response to lines 2 through 7D below and fora "No response

    

to line Ba 8b or too betow, describe the circumstances processes or changes if! Sohoduie 0 See inormcn'ons

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

 

 

1a


9

Yes No

 

Enter the number of voting members of the governing body at the and oitho tax year ta 6 8
if there are material differences in voting rights among members of the governing body, or ii the governing
oody deiogated broad an executive committee or similar committee. explain in Schedule 0.
Enter the number of voting members included in line is, above who are independent 1b 5 8
Did any of?cer, director trustee or key employee have afamily reistionship or a business rotationship with any other

otfioer, director, trustee, or key employee? 2
Did the organization delegate control over management duties customarily performed by or ?under- the direot supewISIon

oi oi?cers directors, or trustees, or key employees to a management company or other person?? 
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? 
Did the organization become aware during the year of a signi?cant diversion oftho organization? 3 assets? .
Did the organization have members or stockholders?
Did the organization have members stockholders. or other porsons who had the power to elect or appoint one or

more members of the governing body? 73
Are any governance decisions of the organization reserved to (or subieot to approvai by) members, stockholders or
persons other than the governing body? 
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the followmg i
"the govomingbody?_ Ba
Each committee with authority to act on behalf of the? governing body? 
Is there any officer. director trustoo or key employee listed' or Part VII Section A, who cannot be reached at the
organization 3 method address? it "Yes,? provide the names and addresses in Schedule 0 . 9 

 

 

 

 

 

 

 

win-?x >4

 

morn-w

 

 

 

 

NNENM

 

 

Section B. Policies (This Section requests information about policies not required by the informal Revenue code. in-

 

10Did the organization have local chapters branches, or affiliates? ., I 10a 
If ?Yes, did the organization have written poli cies and procedures governing the activities of such chapters afFlIates
and branches to ensure their operations are consistent with the organization' 8 exempt purposes? 1013
Has the organization provided a complete copy of this Form 990 to at: members of its governing body before filing the form? 
{Describe in Schedule 0 the process it any, used by the organization to review this Form 990. 7
Did the organization have a written conflict of interest policy? it 90 to line 13 123
Were oi?cers, directors. or trustees, and key employees required to disclose annually interests that porno ive rise "to con?icts? 1213
Did the organization regularly and consistentiy monitor and enforce compliance with the so tiny? If ?Yes," describe
in Schedule Chow this was done 12c
Did the organization haveawrrten whistebiowerpohcy" . 13
{Did the organization have a wntten document retention and destruction policy? 14
Did the process for determining compensation of the foilovving persons include a review and approvat by independent
persons, comparability data. and contemporansOus Substantiation of the deliberation and decision?

The organization '5 (EEG, Executive Director, or top management official
Other officers or key employees of the organization 
if ?Yes? to line 15a or 15b, describe the procoss in Scheduie 0 (see instructions).

Did the organization invost in, contribute assets to. or participate in a joint venture or simiiar arrangement with a

taxable entity during the year? 
if ?Yes did the organization follow a written policy or procedure requiring the organization to evaluate its participation

in joint venture arrangements under appiioable federal tax law, and take steps to safeguard the organization? 3

exempt status with respect to such arrangements15a
15b



 

 

163' 

 

 

 

 

 

 

 

Section C. Disclosure

17
13

19

List the states with which a copy ofthis Form 990 is required to be ?led NONE
Section 6104 requires an organization to make its Forms 1023 (or 1024 if appiioabie), 990, and 9993? {Section 501(c)(3)s only) avaiiabie
for public inspection. indicate how you made these avaiiabie, Chock alt that apply.
Own website Another?s website Upon request I: Other {explain in Schedule 0)
Describe in Schedule 0 whether {and ifso. how) the organization made its governing documents, contiiot of interest policy, and financial
statements available to the public during the tax year.
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 . 4322306 11-07-14 Form 990 (2014)

6

20081117 137.215 2014.05000 EDISON ELECTRIC INSTITUTE, 055?0331

 

Form 990 2014 EDISON ELECTRIC INSTITUTE INC . Part 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. Of?oors, Directors, Trustees. Key Employoomnd Highest Compensated Employees 
13 Complete this table for all persons required to be tistod. Report compensation for the catendar year ending with or within the organization's tax year.
I List all of the organization '9 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 employee.?
0 List the organization?s five canent highest compensated employees (other than an officer, director, trustee. or key employee} who received roport-
able compensation {Box 5 of Form andfor Box :7 of Form of more than $100,000 from the organization and any related organizations.
1" List all of the organization '3 former officers, key employees, and highest compensated employees who received more than $100,000 of
reportable 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 organizatiori and any related organizations.
List parsons in the following order: individual 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 ounent officer, director, or tmstee.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(A) (B) (13) {El {Fi
Name and Title Average (60 no, 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 organization
organizations and related
below a a? 3% 33 organizations
line) E,
MICHAEL w. 4. DO
CHAIR THEODORE F. CRAVER, JR. 4.00 
vies monoms K. ARIES 4 . DO
VICE CHAIR 1.00 0. 0. 0.
(4) THOMAS A. EWING 4 . 00 
VICE CHMR 1.00 0. 0. 0.
(S) CHRISTOPHER M. came: 4 . (30
VICECHAIR 1.00 0. O. O.
(6) TIM Homer) 1 . 00
magma 0 . . 0 .
(7) ALAN a. Hoomx 1.00
DIRECTOR 0 . . 0 .
(at PATRICIA LEONARD KAMPLING 1 . 00 
DIRECTOR . 0 . 0 . .
(9) WARNER L. BAXTER 1.00
DIRECTOR 0 . 0 . 0 .
(lo) THOMAS R. 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 . 0 .
:13) SCOTT L, MORRIS . 00
DIRECTOR . 0 . .
(14} GERRY csosso 1.00
DIRECTOR 0 . 0 . 0 .
{15) DAVID R. may 1 .00
DIRECTOR 0 . 0 . 0 .
{16) DAVID M. 1 . 00
DIRECTOR '0 . '0 . .
{17) STEVEN v, LANT 1.00
monsoon 0 . . 0 .
45209? 11?07-14 Form 990 (2014)
7

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

        

Part SectionA. Officers, ?ireetors, Trustees Key Em levees and Highest Comgenea seat It Emoteveesimntinued)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(A) (B) (C) (D) (E) 
Name and titi :1 Average (dc, "m one Reportable Reportable Estimated
hours per box. unioss person is both an compensation compensation amount of
week WW and a dirwto?ma?) from from rotated other
(?31 any 5 the organizations compensation
hours for e: organization (we/1099mm) from the
related 5 organization
organizations e. and related
below 3 a 2? g; a; organizations
line) 2 
{18} BRUCE A. WILLIAMSON 1 . 90
13111111011011 0 . 0 . 0 .
(191 JOHN G. RUSSELL 1 . 00
DIRECTOR 0 . 0 . .
(201 Kenn BURKE 1.00
DIRECTOR 0 . 0 . 0 .
(21} GERARD M. ANDERSON 1 . 00
DIRECTOR 0 . 0 . .
(22) JAMES ROGERS 1.69
DIRECTOR 1.00 0. G. O.
{23) ammo 3131221 1 . 90
DIRECTOR 0 . 0 . 0 .
(24) moms 1r. SHOCKLEY, 12332 1 . 00
DIRECTOR 0 . 0 . .
(251 BRADLEY P. BEECHER 1. 00
omeceoe 0 . 0 . 0 .
12m mmne.rmmo 1.00
DIRECTOR 0 . 0 . .
1b Sub-iota: 0 . 0 . .
Totaifromcontinuation sheetstopartwl SectionA 9, 911, 377. 0 . 
Total {addlmes inane 1c1 9 911, 877 0. 2 553.318.
2 "i otai number of individuals [indiuding but not li111itedntouti1ose listed above) who received more than $100 000 of reportabie
compensation from the organization 1 7
Yes No
3 Sid the Organization list any former of?cer, director, or trustee, key employee, or highest compensated employee on .
iine ta? it "Yes," compiete Scheduie Jfor such individual 3 
4 For any individual listed on line 1a. 13 the sum of reportable cempeneation and other compensation from tne organization
and related organizations greater than $150, 008? if 'J?Yes complete Scheduie for such Ihdfifidua!_ 4 
5 Did any person listed on iine 13 receive or accrue compensation from any unrelated organization or individual for services 
rendered to the organization? it 'Yes' complete Schedule Jforsuon 99mm 5 

 

 

 

 

 

Section 8. Independent Contractors
1 Complete this; table for your five highest compensated independent contractors that received more than $100,000 of compensation from
the organization. Report compensation for the calendar year ending with or within the organization' 5 tax year

 

 

 

 

 

 

 

 

 

 

(Al (B) (0)
Name and business address Die-emotion of services Compensation
HORTON 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 s: FLOM .
1440 NEW YORK AVE NW, WASHINGTON, DC 2 0005 CONSULTING 462 561 .
CHERTOFF LLC 3 99 NEW YORK AVE NW
#900 WASHINGTON, DC 20005 CONSULTING 445 548 .
2 Totai number of independent contractors {inciuding but not limited to those listed above) who received more than 
$100,000 of compensation from the orgg?gation )r 4 7
432008 SEE PART VII SECTION A CONTINUATION SHEETS Form 990 (20141
11-07-14
8

20681117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 0551,0331

Form 990

EDISON ELECTRIC INSTITUTE INC .
1 Part $oction A. Officers, Directors, Trustees, Key Employees,

Iii?0559550

and Highest Compensated Employees (continued)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(A) (B) (C) (D) (E) (F)
Name and titie Average Position Reportabie Reponabie Estimated
hours (check all ?that appiy} compensation compensation amount of
per from from related other
week g, the organizations compensation
(list any ?g organization (W211 OQEMISC) from the
hours for 3 OBS-M oyganiza?on
reiated and related
organizations if organizations
below g, 
iine) is a? a
(27) WHOM J, I . 00
DIRECTOR 0 . . 0 .
{28) TEAM 90mm. 1.00
DIRECTOR<29) CONSTANCE (36} ROBERT D. now 1.00
DIRECTOR 0 . 0 . 0 .
(31} J. LAMONT mm: 1.09
DIRECTOR 0 . . .
(32} CHARLES A. scnnocx 1 . 00
mammal . 0 . CI .
(33) JOSEPH L. mm 1.90 
DIRECTOR 0 . 0 . 0 .
(34) DAVID L. GOODIN 1-. 00
DIRECTOR is . . .
{35) GARY J. WOLTER 1. 00 
DIRECTOR 0 . 0 . 0 .
(36) (332993? E. ABEL 1.00 
DIRECTOR 0 . . .
91111.19 13mm, 1v 1. 00
DIRECTOR 0 . . 0 .
(38) moms B. KING 1 . 06
DIRECTOR 0 . 0 . .
<39) om L. STANLEY 1.00
DIRECTGR . . 0 .
(40) ROBERT c. ROWE 1 . 
DIRECTOR 0 . 0 . 0 .
?41) THOMAS J. MAY 1.00
DIRECTOR <42) PETER B. 133mm: 1 . 00
DIRECTOR 0 . 0 . 0 .
(43) EIMARD J. 1 . 00 
DIRECTOR 0 . 0 . 0 .
(44} CHRISTOPHER P. JOHNS (45) Josnm M. mom 1 . 00
DIRECTOR E) . . .
(46) DONALD E. BRANDT . 
DIRECTOR 0 . 0 . 0 .
Total to Part Vii, Section A, ?ne 1c
3232393?
9
20081117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 056~0331

 

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

     

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Bi (0) (D) 
Name. and title Average Position Reportable A Raportabie Estimated
hours (check all that apply) compensation compensation amount of
per from from related other
week the organizations compensation
(iist any {5 2 organization (UV-211 OQQMISC) from the
hours for a (W211 organization
related ., and related
organizations :3 :3 organizations
below is :23 a; 25
line) 5
(47) PATRICIA. K, 1 . 00
DIRECTOR '0 . {3 . 0 .
(43} JAMES J. PIRO 1.00
DIRECTOR 0 . 0 . 0 .
(49} WILLIAM H. ammo 1 . 00 
omscmog 0 . 0 . 0 .
{50} men xzzo 1.00
DIRECTOR 1.00 0. 0. 0.
(51} KIMBERLY J. HARRIS 1.00
DIRECTOR 0 . 0 .
(52} KEVIN o. MARSH 1.00 
DIRECTOR 0 . 0 . 0 .
(53) ANDRES (swam 1 . 00
momma 0 . 0 . 0 .
(54) JOHN 13. mm 1.(55) JAMES P. TORGERSON 1.. 00
DIRECTOR 0 . 0 . 0 .
{56) ROBERT a. SCHDENBERGER 1 . 00
OIREOTOR 0 . 0 . 0 .
(57: PAUL s. BONAVIA 1.00
DIRECTOR 0 . 0 . 0 .
{53) CARL L. comm 1.00
DIRECTOR 0 . 0 . 0 .
<59) CHRISTOPEER L. BUTTON (so) MARK A. RUELLE - 1.00
omscooa 0 . 0 . 0 .
(61) GALE s. KLAPPA 1.00
DIRECTOR 0 . 0 . 0 .
{62) BENJAMIN (3.5. mm, :11: 1.00
DIRECTOR 0 . 0 . 0 .
(63) LED P. 1 . 00
DIRECTOR 0 . 0 . .
{64) JEFF HQUSEHOLDER 1 . 0 0
DIRECTOR 0 . 0 . 0 .
(65) TERRY o. BASSHAM 1 . 00
DIRECTOR 0 . 0 . 0 .
{66) JAMES L. ROBO 1.00
DIRECTOR 0 . 0 . 0 .
Total to Part Vil, Section line 10

 

 

 

 

432201
0561-14

10
20081117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 056~0331

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form 99g EDISON ELECTRIC INSTITUTE . INC . 13~0659550
{Part 1 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued?
(3) (Cl (13) (E) 
Name and title Average Position Reportable Fleporlable Estimated
hours (ch ask all that apply) compensation compensation amount 0%
per from from related other
week the organiza?ons compensa?on
(list any :3 organization from the
hours for ., arganlzatlon
related a ?3 and related
organizations 5 organizations
line) 2 s? a? 
(67) 1.00
DIRECTOR 0 . 0 . 0 .
{68} scam (69) JAMES P. 1.00
memo(70) JOHN J. mommy 1.00
DIRECTOR 0 . 0 . 0 .
{71) PAUL SEGAL 1 . 00
DIRECTOR 0 . . 0 .
{72) mm J. GOOD 1.00
DIRECTOR 0 . 0 . 0 .
(73) FRANCESCO VENTURIM 1 . 00
DIRECTOR 0 . .0 . 0 .
<74) BARREL T. ANDERSON 1.00
DIRECTOR 0 . 0 . 0 .
(75) DAVID A. CAMPBELL (76} W. KIRK BAKER 1.00
DIRECTOR 0 . 0 . 0 .
(77) IAN ROBERTSON (75) ROBERT F. BEARD 1.00
DIRECTOR 0 . 0 . 0 .
(79) DAVID G. 1. 00
DIRECTOR 0 . 0 . 0 .
{80) moms 33mm 1.00
DIRECTOR 0 . 0 . 0 .
(Bl) THOMAS Km 47.00
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 comx 45.00
VP GENERAL COUNSEL AND co 435,215. 0. 263,858.
(85) MARY MILLER 46.00
CHIEF OFFIC 4.00 419,304. 0 . 153,667 .
(86) QUINLAN SHEA, 45 . 00
Wm 369.411. 0. 125,198.
Total to Part VII. Section A, ?ne ?lc .
482201
05-01-116
11
20081117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 056?0331

 

 
      
        
  
   
 

A.

        
        
     
      
 
   
    

        
      
  

  
     
  
    
    
  

   
     
  
    
    
  

 

      
   
    

     

(A) (C) (D) (F)
Name and title Average Position Reportabie Reportable 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 
(88) 3mg PM 45.00
KATHY STECKELBERG
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
1 Part Statement of Revenue

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

sigma (?flt venus?ggtciuded
otal revenue 6 a or are a 

exempt function business rom tax under


revenue revenue 5" 1e 

 

 

 

Federated campaigns 1a
MmeemhiP dues 1b
to
Related organizations 1d
Government grants (contributions) 13
All other contributions, gifts, giants, and
similar amounts notinclucied above 1f
Noncash contributions inciuded in tines 13-11; 
. . 
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

other similar amounts} 2 1328.793. 2 728 793.
4 Income from investment of tax-exempt bond proceeds 
5 Royaltios

 

 

 

 

 



 

 

 

contributions, Gifts, Grants
and Other Simiiar Amounts

3Q

 

 

 

 

 

am Service

even LIE

 

 

 

Progg

 



83 495 890.

 

 

 



(08933 (i9 Personal

 

 

6 a Gross rants
Less: rental expenses

Rental income or (i055)

Not rental income or (loss) ., 

a 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) 443473.

 

 

 

 

 

 

 

 

 

 

 

 

Not gain oriloss) #943 173. w9.13.173.
8 a Grass income from fundraising events (not a 
including of
contributions reported on line to}. See
Part IV, line ?58 a

Net income or 0055) from fundraising evonts 
9 a Gross income from gaming activities. See
Part lV. line 19 a
Less:direot expenses 
Not income or (loss) from gaming activities 
10 a Grass sales of inventory, less returns
and QHOWEIUCGS 3
in Less: cost of goods 503d 
1: Net incomoorfloss) from sates of inventory 5'
Miscellaneous Revenue Busineas Code

 

 

Other Revenue

 

 

 

 

 

 

 

 

 

 

 

Ni other revenue 
Tota3.Addlines1ta-11d .
12 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 lXi Statement of Functional Expenses

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

INC .

13?0659550 Pane 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Do noti'tchde am cunts nepongd on ?nes 6b Total expenses 33mg raggewice Managg?em and 
71:, Bio, 913, and 10b expenses general expenses expenses
1 Grants and other assistance to domestic organizations I 
and domestic governments. 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 included above, to disqualified
persons (as de?ned under section 4958036)) and
persons described in section 4958(c)(8)(B) 
Othersaiariesandwages 20,157,322.
8 Pension plan accruals and contributions {inciuoe
section 401(k) and 4036)) employer contributionsOtherempieyee bene?ts 2 146 579 
10 Payrouraxes 1,507 .476.
11 Fees for services (non-emptoyees}:
a management 
chai Accounting 9 0 9 07 -
Lobbying Professional fundraising services. See Part iv, line 17
1 investment managemont fees Other. {if line 119 amount exceeds @001? of line 25,
column (A) amount, iistiino in; expenses Advertising and promotion Of?ce expenses information technology 371 045 -
15 Royalties 1 8 2 -
16 Occupancy 5 . 29-5 i 918 -
17 Travel 2.3775727-
18 Payments of travel or entertainment expenses
for any federal, state, or local pubiic officials Conferences. conventions, and meetings 5 976 562 
20 interest 11; 403 -
21 Paymentstoaf?licics
22 Bepreciation, depletion, and amortization insurance 125 i 554 -
24 {Ether expenses. itemize expenses not covered 
above. (List miscoilanoous 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 functional expenses. Add lines 1 through 246 Joint costs. Comolete this line organization
reported in column (B) joint costs from a combined
educational campaign and fondraising solicitation.
Check here I: chliowinu SOP 93-2 (Ase sag-72o)
4:32am nor-14 Form 990 (2014)
I 4
20081117 137216 0564333811200 2014 . 05000 EDISON ELECTRIC INSTITUTE, 055 ~0331

Form 990 (201th

Part 1 Balance Sheet

EDISON ELECTRIC INSTITUTE, INC.

13-0659550 Page 11

 

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

 

(A)

(B)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Beginning of year End of year
1 Cash non-interest-bearing Sevingsand temporaryoash investments 1.3 ,033 555. 2 5 9'73 423 .
3 Hedges and grants receivable, net 3
4 Accounts receivable net 1,394, 078 . 4 1,491, 331.
5 Loans and other receivables from current and former o?icers. directors 
trustees, key employees, and highest compensated empmyees. Complete
PamiorsmeduIeL . 424,155. a 447,700.
6 Loans and other receivables from other disquali?ed persons {as de?ned under A I, 5
section 4958mm?, persons describeo in section and contributing
employers and Sponsoring organizations of section 501(c)(9) voluntary 
92 employees' beneficiary organizations (see instr). Complete Part ll of 6
7 Notes and loans receivable, not . . 
a: 8 tnventories for sale oruse 8
9 Prepaid expenses and deferred charges 18a Land, buildings, and equipment: cost or other i 
basis. Complete Part VI of Schedule :Less:aocumulateddepreoiation 10b 1,432,745. 2,031,214. 10:: 2,692,553.
'11 investments- publicly traded securities .. . Investments other securities See Part IV, line 11 12
13 lnvestrnents- program related. See Part lV. line 1 I 13
14 Intangible assets .i r. 14
15 Otherassets SeePart IV ime11 3,377 ;165. 15 579 .796;
16 Total assetsAodizneetthrouoh 115,832,910. 16 121,025,677.
17 Accounts payabeand accrued rsmothers 7 i 709 565Grants payable .. 18
19 DaterredrevenUe 24.477.658- 19 25,260,878.
20 Taxexempt bond iiabilihes 29
21 Escrow or custodial account liability. Complete Part IV of Sohedule 21
Loans and other payab? so to current and former officers, directors, trustees,
. key employees, highest compensated employees, and disqualified persons.
:g Complete Partil ofSchettuleL :22
23 Secured mortgages and notes payable to unreiated third parties 23
24 Unsecured notes and teens payabie to unrelated third parties 24
25 Other (including federai income tax, payabies to rotated third
parties, and other liabilities not included on tines 1 7-24)? Complete Part of
Screamer: 50,391,161. 25 62,510,908.
26 Total Add 26 95,894,583.
Organizations that follow SFAS 117 9581, check here 55]? am: - 
oompiete lines 27 through 29, and lines 33 and 34. 
2T Unrestricted netassets 33 1 354: 526' 27 25 I 130 1994 .
28 Temporarily restricted net assets .. mg
'2 29 Permanently restricted net assets 29
5: Organizations that do not follow 31:15.5 1 1? (A813 958), check here :3
'6 and complete ?nes 30 through 34 
1% :30 Capital stock or trust principal, or current funds . 30
31 Paid-in or capital surplus, or land. buiiding, or equipment fund 31
'5 32 Retained earnings. endowment, accumulated Income, or other funds 32
33 Total net assetsorfund baiances 33 3154;526. 33 25,130 ,994.
34 Total and net?getsouna baiancee Form 990 (2014)
11931.14
1 5
20081117 137216 056w03811200 2014 . 05000 EDISON ELECTRIC INSTITUTE {356-41331

 

Form 99o 2014 EDISON ELECTRIC INSTITUTE ENC . 13?0659550 Paar-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 equai Part column (A). line 12Total expenses (must equal Part IX. coiumn (A), iine 25Revenue less expensee Subtract line 2 from line Net assets or fund balances at beginning of year {must equal Part X, ?ne 33, column Net unrea?zed gains (losses) an investmants 5 837, 8'71 -
6 Donated services and use of 6
7 lnvestmentexpenses 7
8 Prior periad adiustments 8
9 Other changes in net assets orfund balances {explainn in Schedule Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,
coiumn rePart XII Financial Statements and Reporting 
Check it Schedule 0 contains a response or note to any line in this Part Xi! 
Yes No
1 Accounting method used to prepare the Form 990: 1:3 Cash Accruai Other -
5f the organization changed its method of accounting from a prior year or checked "Other, expiain in Schedule 0.
2a Were the organization? 5 ?nancial statements compiied or reviewed by an independent accountant? .. 23 
it ?Yes check a box below to indicate whether the ?nancial statements for the year were complied or reviewed on a
separate basis, consoiidaied basis, or both:
Separate basis Consolidated basis Both consolidated and separate basis .
Were the organization?s financial statements audited by an independent accountant? 212 
it "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis,
consolidated basis, or both:
Separate basis Consolidated basis l: Both consolidated and separate baeie
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 seiection of an independent accountant? 20 
it the organization changed either its oversight process or select-ion process during the tax year. expiain in Schedule D. 
so As a result of a federal award, was the organization required to undergo an audit or audits as $81 forth in the Singie Audit
Act and OMB CiroularAiSS? 3a 
"Yes," did the organization undergo the requi?d audit or audits? it the organization did not undergo the required audit
or audits, exglain why in Scheduie and describe any steps taken to undergo such audits .. 3b
Form 990 (2:314)
tree
16

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

SCHEDULE 0 Political Campaign and Lobbying Activities OMENvo-is-oon
(Form 990 or . i .
For Organizations Exempt From Income Tax Under section 5019:) andsectton 527 2014
Departing? mm Treasury Complete if the organization is described beiow. Attach to Form 990 or Form $90-52. Open to Public
Rama 5mm 3? information about Schedule 0 (Form 996 or 990-122} and insiructions is at mow/bun 990. Inspection

 

 

if the organization answercd ?Yes,? to Form 990, Part 5V, line 3. or Form 990432, Part V, line 46 (Political Campaign Activities}, then
Ii Section 501(c)(3) organizations: Complete Parts M. and E. Do not complete Part l-C.
0 Section 501(6) (other than section 501(c)(3)) organizations: Complete Parts Hi and (3 below. Do not complete Part i-B.
Section 527 org aniZatiocs: Complete Part l-A only.
It the organization answered 'Yes,? to Form 990. Part iv, line 4, or Form 990-EZ, Part VI, line 47 {Lobbying Activities), than
0 Section 501(c)(3) organizations that have tiled Form 5?68 (election under Section 50191)): Complete Part ll-A. Do not complete Part il'B.
?3 Section 591(c)(3) organizations that have NOT filed Form 5768 {eiection under section 56% Complete Part be not complete Part 
If the organization answered ?Yes,? to Form 990, Part IV, line 5 {Proxy Tax) (see separate instructions) or Form V, line 35o (Proxy
Tax) (see separate instructions), than

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

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

1 Provide a description of the organization?s direci and indirect political campaign activities #3 Part iv-
2 Political expenditures 
3 Volunteer hours

 

 



 

 

 

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

 

 

1 Enter the amou nt of any excise tax incurred by the organization under section 4955 
2 Enter the amouni of any excise tax incurred by organization managers under section 4955 .. 
3 It the organization incurred a section 4955 tax did it?le Form 4720 for this year? Yes No

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

 

 

 

 

'i Enter the amount directiy expended by the filing organization for section 52? exempt: function activities 
2 Enter {he amount of the organization's funds contributed to other organizations for section 52?
exempt function activities 
3 Total exempt function expenditures. Add linos 1 and 2. Enter here and on Form two-POL,
line 17b 
4 on the ?ling organization ?le Form mom? for this year? [3 Yes Ci 

5 Enter the names. addresses and empioyer identification number of all section 527 poil?cal organizaiions to which the ?ling organization
made payments. For each organization listed, enter the amount paid from the tiling organization?s funds. Also enter the amount of political
contributions received that were promptiy and directly delivered to a separate political organization, such as a separate segregated fund or a
political action committee (PAC). if additional space is needed, provide inionnation in Part IV.

Name Address Amount paid from Amount of political
tiling organization?s contributions received and
funds. if none, enter 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. Scheduie 0 (Form 990 or 990452) 2014
LHA
432cm
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 . Pace 2
Complete if 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?liated group {and list in Part IV each af?iiated group member?s name, address. EIN,
expenses. and share of excess {obbying expenditures).
Check tithe ?ling organization checked boxA and "limited control" provisions appiy.

   

 

 

. . . . to) Filing (in) Affiliated group
Limits on Lobbying Expenditures organization?s totais

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

 

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

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

 

 

 

 

 

magnum

    

 

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

Over 7

 

Grassroots no ntaxable amount (enter 25% of line it)
Subtract line ?lg from tine ta. If zero or less, enter -0-
1


 

 

 

 

Subtract line ?if from ?ne 10- ?zero or less. enter-G
it'there is an amount other than zero on either lino in or line did the organization fite Form 4720
reporting section 4911 tax for this year? Yes Cl No
4~Year Averaging Period Under section 501th}
(Some organizations that made a section 501th) election do not have to complete all of the ?ve ooiumns below.
See the soparate instructions for lines 23 through 

 

 

Lobbying EXpendituras During 4*Year Averaging Period

 

1 nd .
{or ?scafyeaaratge??ning in) 201 1 2012 2013 201 4 (9315533

 

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

 

 

:3 Total lobbying expenditures

 

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

 

 

 

 

 

 

 

@ggeroots ioobvino expenditures

 

Schedule 0 (Form 990 or 990?52) 2014

432042
?iD-21-?id

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

    

Sched Ule Form 990 or 990-

Part 

2014 EDISON ELECTRIC INSTITUTE INC. . 13? 0659550 Paea
Complete if the organization Is exempt under section 501(c)(3) and has NOT ?led Form 5768
(election under section 501 

    
   

 

For each ?Yes, response to lines 13 through if beiow, provide in Perl detailed description 
of the lobbying activiiy.

 

Yes No Amount

 

1 During the year, did the ?ling organization attempt to influence foroign, national, state or

local legislation, including any attempt ?to in?uence public opinion on a legislative matter

or referendum, through the use of:

Volunteers? ..

Paid staff or management (include compensation In expenses reported on lines 1c ihrough 1i)?

Media adverti servants? 

Mailing-$10 membem. legislators. or the public?

Publications or published or broadcast statements?

Grants to o1hor organizations for lobbying purposes? ..

Direct contact with legislaiors iheir staffs government of?cials or a iegrslatsve bodgr?

Rallies. demonstrations. seminars, conventions, $peeches, lectures, or any similar means? .. .. ..

Total. Add lines through 1mi

Did the activities' In line 1 cause the: organization to be not described In section 561mm? 

If "Yes enter the amount of any lax incurred under section 4912_ 
if ?Yes, order the amount of any tax incurred by organization managers under section 4912 

ci-lf the filing organization incurred a Section 491 2 tax, did it file Form 4720 for this VBar? 
[Padrt ill-AI Complete If the organization? :3 exempt under section 501(c)(4), section 501(c)(5), or section

 

 

 

 

 

 

 

 

brine-honour?

 

h-

 




 



 

 

 

 

 

 

 

501(0li?l-
Yes No
1 Were substantially all {90% or more} duos received nondoduciiblo by members? 1 
2 Did the organization make oniy in house lobbying exponoirures or 000 or less? 2 

 

 

 

 

 

3 Did the ganization acres to ca over lobb in- and oolizicai expenditures from the prior year? 3 
- Complete if the organization as exempt under section 501(c)(4), section 501(c)(5), or section
501(c)(6) and if either Part lines and 2, are answered 0B Part Ill-A, line 3. is
answered ?Yes 
1 Does, assessmenis and similar amounts from members_ Section 162(e} nondeductible lobbying and cal expenditures {do not include amounts of political
expenses for which the section 527(f) tax was paid).

 

 

 

a Currentyear 8 470 000.
:3 Carryoverimmlastysar 2b ?3 757 . 058 .
Total 2c 4, 712. 942.

 

3 Aggregate amounl reported in section 6033( noiices oi nondeducirble section 162(e) cluesnotices 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 nondeducliblo lobbying and political
emerid'ime year? 4
Taxable amount of lobbying anon-golitioal expenditures (sec InstructionsiPsart Supplemental information
Provide the descriptions required for Part l-A, line 1; Pan i-B. line 4; Pan l-C, line 5; Part il-A {af?liated group list); Part Ian, lines 1 and 2 {see
instructions); and Part line 1. Also complete this part for any additional information.

 

 

 

 

 

 

 

 

 

 

 

ooheduio 0 (Form 990 or 990422) 2014
432043

19~21~14

'19

26081117 137216 USS-03811200 2014.05000 EDISON ELECTRIC INSTITUTE, 05643331

 

 

 

SCHEDULE Supplemental Financial Statements 
(Form 990) Complete if the organization answered ?res" to Form 990. 20 14
Part lV, tine 6, 7 8, 9,10,11a.11b,11c,11d,11e, 111,12a,or 12b. 
Department ofthe Treasury FA ttach to Form 990. Open to. 
igtemai Revenue Service information about eduig {Form 9901mm: its instructions' rs at w: dogwf?zrm 990. inspection
Name of the organization Employer identification number
EDISON ELECTRIC INSTITUTE, INC. 13?0659550

 

 

Part 1 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.00mpIete iftho
organization answered ?Yes" to Form 990; Part 1V, line 6.

 

Donor advised funds (in) Funds and other accounts

 

Total number at end of year 
Aggregate veins of contributions to (during year)
Aggregate vat ue oi grants from (during year)
Aggregate value at end of year 
Did the organization inform all donors and donor advoors In writing that the assets held in donor advised funds
are the organization? 3 property, subject to the organization 3 exclusive legal controt?? .. Yes i: No
6 Did the organization inform all grantees, donors, and donor advisers In writing mat 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 confetti ng
impermissible private bene?t? .I- Yes i: No
lift 3! 1 Conservation Easements Complete if the Organization answered 'Yes?to Form 990, Part iV line i? I
1 Purpose(s) of conservation easements held by the organization (check all that appiy).
Preservation of land for public use recreation or education) Preservation oi a historically important tand area
Protection of natural habitat [j Preservation of a certi?ed historic structure
Preservation of open space
2 Compiote lines 2a through 2d if the organization held a quaii?ed conservation contribution In the form of a conservation easement on the last
day either tax year.

 

 

 

 

 

 

45 ha ha .a

Total number of conservation easements






Number of conservation easements Included in acquired after 8113708, and not on a historic structure
listed in the National Register a .

3 Number of conservation easements modified, transferred released, 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
vioiationo. and enforcement of the conservation easements it holds? . Yes No

6 Staff and volunteer hours devoted to monitoring, Inspecting, and enforcing conservation easements during the year 

7 Amount 0! expenses incurred' In monitoring, inspectt ng, and enforcing conservation easements during the year 

8 {Does each conservation easement reported on line 2(d) above satisfy the requirements of section 
and Cl Yes No

9 In Part XIEI, describe how the organization reports conservation easements In its revenue and expense statement and balance sheet, and
include if applicable the text of the footnote to the organization 8 financial statements that describes the organization accounting for
conservation easements.

Part ill I Organizations Maintaining Coilectione of Art, Historical Treasures, or Other Similar Assets.
Complete tithe organization answered "Yes? to Form 990, Part lV, line 8. 

ta if the organization elected, as permitted under SPAS 116 958), not to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhb'rtion, education. or research in furtherance of public service, provide. in Part Xlil.
the text of the footnote to its financiai statements that describes these items.

If the organization elected, as permitted 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 foiiowing amounts
relating to those items:

(I) Revenue included in Form 990 Part line 1 
(ii) Assets included to Form 990 Part): b- 

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

nounRevenue included in Form990, PartVili. line?l Dr 
Assetsincludedin Form 990.Part>< Ir 
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 0 990) 2014- EDISON ELECTRIC INSTITUTE INC .
[Part i Organizations Maintaining Collections of Art Historical Treasures,

13435

59550 PM

or Other Similar Aeoetsrcontrnueav

3 Using the organization? 3 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 Pubiio exhibition

Loan or exchange programs
Scholarly research

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 to be maintained as

ogrLoi the organization?s collection? Yes

[:iNo

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.

 

to Is the organization an agent. trustee, custodian or other intermediary for contributions or other assets not included
on Form 990 Part 

it "Yes," explain the arrangement in Part and complete the following tabio
Beginning balance
Additions during the year a

Distributions during the year
Ending baiance







23 Did the organization include an amount on Form 990 Part line 21 for escrow or custodial account liability?

if "Yes lain the arrangement In Part Xi ll Check here iithe explanation has been provided In Part Xill
I Part Endowment Funds. Complete lithe organization answered W?Yee to Form 990, Part iv, line 10

[3 Yes

Elm:

  

 

Current year {to} Prior year Two yeareggck (d3 Three years back

Four years back

 

?ia Beginning of year De?ance

 

Contributions

 

Net Investment earnings, gains, end tosses

 

 

Grants or scholarships 

 

no.0:

Other expenditures for facilities
and programs

 

Administrative expenses

 

 

 

 

 

 

End Of year balance 

 

Provide the estimated percentage of the current yearend balance {tine ?lg, solemn held as:
Board designated or quasi-endowment 

Permanent endowment w?w

Temporarily restricted endowment 
the percentages in tines 2a) 2b, and should equai 100% .

Are there endowment funds not in the possession of the organization that are held and administered for the organization
by:

unre iated organizations 

related organizations

If '?Yoe to 330i . are the related orgamzatrons listed as required on Schedule Fl?




 

 

 

4 Desoribe' In Part Xill the intended uses of the anization? endowment funds.
-P?art Vi Land, Buildings. and Equipment.

Comolete if the organization answered "Yes" to Form 990, Part iv, line ?He. See Form 990, Part X, line 10.

 

 

 

 

 

 

 

 

 

 

 

 

Description of property Cost or other Cost or other to} Accumulated Book value
basis (investment) basis (other) depreciation
1a Land 
Buildings 
Leasehold improvements 386 305 . 386 305 .
ct Equipment 1,747,143. 1,067,812. 679,331.
Other, 1,991,855. 354.934. 1.526.922;
Mamas: tines Ia through 18. (Coiumn mustecligiFonn 99o PM column fine 10c.) 2 692 558 .
Schedule (Form 2014
432052
10431414
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 value Method of valuation: Cost or end-of~year market value

 
   

 

 

Financial derivatives 
(2) Closely-held equity interests
(3) Other
(33}
(F5)
10)
(D)
(E)




Total. Cal. in muste ual Form 990, Pgtx, sci. ins 
I Part investments - Program Belated.

If answered "Yes" to Form Part IV line 11c. See Farm Part line13
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 line 15.
Dascription Book value

Park Other Liabilities.

if the answered "Yes" to Form 990. Part lV, line ?lie or 11f. See Form Part X, line 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 financial 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 Kill 1 2 1
Schedule ?Form 990) 2014

 

432053
10-01-14

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

Schedule DIForm 99032014 EDISON ELECTRIC INC.
Part XI

13 0659550 Paqe4

Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.

Complete If the organization answered ?Yes" to Form 990, Part IV, tine 12a.

 

1 ?Iota? revenue, gains, and other support per audited ?nanciai statements 1
2 Amounts included on line but not on Form 990, Part Vlli, tine ?32;

a Net unrealized gains (tosses) on investments 2a

Donated services and use affa?ilities 2b

0 01? Prior year grants 20

Other {Describe in Part 2d

Add linesZathroUeh 2c} 2e
3 SubIract line 2e from fine 1 . - 3
4 Amounts included on Form 990, Part Iiee12, but not on line 

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

Othed?escnbe in Part )(llL) .. 4b

I: Add lines 43 and 4b 4c

Totei revenue. Add lines 3 and Am?Itc. (this must eoua! Font: 990 Peril fine 12) 5

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I Part I Reconciliationr of Expenses per Audited Financial Staternents with Expenses per Return.

ul-

mantra:

a



[Part Supplemental Information.

Compi ete It the organization answered "Yes to Farm 990 Part 3V, line 12a.
Total emenees and losses. per audited financial statements
Amounts included on line but not on Form 990, Part IX, line 25:
Donated services and use of facilities
Prior year adjustments 
Otherlosses .
other (Describe in Part 
Add lines 23 through 2d
Subtract line 29 from line 1
Amounts included on Form 990, Part IX, line 25, but not on line 1:
Investment expenses not included on Form 990. Part tine 7b 
Other (Describe in Part 
Add lines Total expenses Add lines 3 and 4e. (lyre must ?ea IIaIF-?onn 990, Perri Line 18 I .

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Provide the descriptions required to: Part IL lines 3, 5. and 9; Part lines "la and 4; Part IV, Iines 1b and Part V, line 4; Part X, line 2; Part XI,
lines 2d and 4b; and Part XII, lines 22:! and 4b. Aiso complete this part to provide any ectditional information.

 

PART LINE g:

 

EEI AND THE FOUNDATION MVE 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 AWHORITIES. THE TAX RETURNS FOR THE

FISCAL YEARS ENDED 2011 THROUGH 2013 ARE OPEN TO EXAMINATIGN BY FEDERAL

AND STATE RUTHORITIES.

 

 

 

 

 

 

432054

10-9144

20081117 137216 

23

Seheduie (Form 990) 2014

2014.05000 EDISON ELECTRIC INSTITUTE, 056?0331

SCHEDULEF
(Form 990}

bapartmont of tho Traawry
internal Revenue Service

Statement of Activities Outside the United States
Dr Compieie if the organization answered ?Yes? on Form 990, Part lV iine 14b 15, or 16

Attach to Form 990

information about Schedute (Form 990) and its instructions is at 990 -

 



2014

Open to Public
Inspection

 

Name of the organization

EBISON FICTRIC INSTITUTE INC .
I Part I I General Information on ActiVities Outside the United States. Complete if the organization answered "Yes" on
Form 990 Part IV line 141).

?l For grantmakers. Does the organization maintain records to substantiate the amount of its grants and other assistance,
the grantees' for the grants or aSSistanoe, and the selection criteria used to award the grants or assistance?

 

Employer identi?cation number

13- 0659550

Lit?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 c:

be dupiicated if additional space is needed.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Region Number of Number of Activities conducted in region (at If activity listed in "iota:
o?icea ?3333?:ng (by type) (6.9.. fundraising, program is a program service, expendltures
in the region inde ancient services, investments, grants to describe specific type . f5? and
00? radar?? recipients located in the region) of service(s) in region 
in Iggion In reglon
I mammos TEE
EUROEE 0 PROGRAM SERVICES GION 293 489,
CENTRAL AMERICA AND WINGS THE
THE CARIBBEAN 0 0 PROGRAM SERVICES REGION 1 TBS 
EAST 331A AND THE MEETINGS WITHIN Tm:
PACIFIC 0 PROGRAM SERVICES 13'? 2?16.
RUSSIA AND MEETINGS WITHIN THE
NEIGHBORING STATES 0 PROGRAM SERVICES 1 542.
WETBIN THE
NORTH mama 0 0 PROGRAM SERVICES GION 13 893 .
3a Subtotal a 6 441904.
Total from continuation
sheets to Part 0 0 .
Totai5(add lines 33
and 32)) .k 0 0 447 904.
LHA For Paperwork Reduction Act Notice. see the Instructions for Form 990. Schedule (Form 990) 2914

452071
oa~24-14

20081117 137216 

24

2014 05000 EDISON ELECTRIC INSTITUTE

056-0331

ScheduieFfForm99012014 EDISON ELECTRIC INSTITUTE, INC. 13?0659550 Pagez

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

 

1

g. . - (9) Amount of Description Method of
Nam? 0? organization RS node 3mg" . urpose bf Amount ?1 inanner 6f noncash of non-cash valuation (book, FMV,
and EIN (if applicable) grant 0f cash grant cash disbursement assistance assistance appraisal, when

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2 Enter toial number of recipient organizations iisied above mm are recognized as charities by the foreign country?ecognized as tax-exempt by
me or for which the grantee or counsel has provided a section 501(c)(3) equivatency ieiter 
3 Enter total number of ofh?r omanizations or entities 

 



Schedule {Form 990) 2014
4320??

09-24-14 2 5

Scheduie (Form 990} 2014

EDISON ELECTRIC INSTITUTE . INC .
Part Grants and Other Assistance to individuals Outside the United States. Comglete if the organization answered "Yes" on Form 990, Pan IV. line 16.
Part can be duplicated if additionai space is needed.

13?0659550

 

Type of grant or assistance

(in) Region

Number of
recipienis

Amount of
cash grant

Man ner of
cash disbursement

Amount of
non?cash
assistance

(9) Description of
non-dash assistance

in) Method of
valuation
(book. 
appraisal, other)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4:32am
owe-1?14

26

Schedule (Form 990) 2014

F?ggea -

 

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 Propeify to a Foreign
Cameration (See Instructions ferFonn 926?) Yes IE No

2 Did the organization have an interest in a foreign trust during the tax yea]? 1! "Yes, the organizatiori
may be mquirod io Form 3520, Annual Return 0 Report Transactions With Foreign Trusts and
Receipt of Certain Foreign Gifts, and/or Fem: 3520-A, Annual infomation Return of Foreign Trust Vi?th
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 ?le Form 547?, information Return of U. 8. Persons With Respect To
Ce?ain Foreign Corporations (899 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 file Fonn 8621,
infomation Return by a Shareholder of a Passive Foreign In vesimeni Company or Quafrfied Electing Fund
(see instrucrions 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 required to We Form 8865, Return of US. Persons With 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 Repair {see instructions
for Form 5713; do not file 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 990) 2014 EDISON ELECTRIC: INSTITUTE INC . Page 5
I Part I Supplamental Information
Provide the information required by Par: l, line 2 (monitoring of mnds); Par: 1. line 3, column (accoun?ng method; amounts of
investments vs. expenditures per region); Part ll, 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 Scheduie (Form 99012014-
28
20881117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 055.4331

 

 

 

SCHEEDULEI Grants and Other Assistance to Organizations, 1545??
(F?rm 990} Governments, and Individuals in the United States 2014
Complete if the organization answered "Yes? to Form 990, Part IV, line 21 or 22.
Deoartmenl of the Treasury Attach to Form 990. Open to Pubiio
Information again Scheduie ?Egon 9901 and its instructions is at isoWI?mn 990. ?599??
Name of the organization Empioyer identi?cation number
EDISON ELECTRIC INSTITUTE. INC . i 13-0559550

 

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? {351 Yes No
2 Doscribe in Pmiv the orqanization's grooadures for monitoring the use oi grant funds in the United sagas.
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 Ii can be dupiicatod if additionat space is needed.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1(a) Name and address of organization MEIN oection Amount of Amount of Description of (hiPurpoae of grant
or government if applicable cash grant nonmsh FMV, appraisal, nonoash or 
other)

A RIDER CIRCLE
4808 MOORLAHD LANE NO 802
HI) 20814 Eta?2345144 10,060. 0. EVENT SPONSORSHIP
ARISE

1625 STREET, NW STE. $05
WASHINGTON DC 20006 15,991]. 0, CONFEREKCE SPONSORSHIP
ACCF CENTER FOR POLICY RESEARCH
1750 STREET, NW, SUITE 400
WASHINGTON DC 20006 52-1991172 501(c)(3} 3B 000. t} I CONTRIBUTIONSIWBERSHIPS
ALL HAZARDS CONSORTIUM

7360 GUILFORD DRIVE, SUITE: 201

FREDERICK MD 21?84 250275396 25 006. 0.. 
ALLZANCE TO SAVE ENERGY
9.0. 30)! 791399
BALTIMORE, MD 21279 52~1082891 Simona) 15.006. 0. 
ASSOCIATION near:

9379 OLIVE BOULEVARD
so LOUIS no 63132 43?1237069 501mm) 5 one. o. SPONMSHIP

2 Entertotal numberofsection 501(c)(3) and govommont organizations listed in tho line?ltaoie LHA For Paperwork Reduction Act Notice, see the instructions for Form 990. Scheduie 1 {Form 990) (2014)

1?1 1
:gv?gdd 2 9

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

schedue 1 (Form 990) EDISON ELECTRIC INSTITUTE INC. 1343659550 Page 1
Part Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule 1 (Form 990)] Part H.)
Name and address of EN IRC section (ct) Armani of (33 Amount of if) Method of Description of (h}'Purpose of grant
organization or government if app?cable cash grant non-cash valuation non-cash assistance or assistance
assistance (book, FMV,
appraisal, other)
AMERICAN CONSUMER CENTER
FOR CITIZEN 1761
AVE, NW SUITE 300 
WASHINGTOH DC 20006 20486?1897 501iC3{3} 12 000. G. 
LEGISLATIVE EXCHANGE
COUNCIL - 1101 VERMONT AVENUE NW
WASHINGTON, Dc 20005 52?0140979 501m) 43 000. 0. 
AMERICAN LEGISLATIVE EXCHANGE
COUNCIL 1101 VERMONT AVENUE, NW
Dc 20005 52--Ol40979 501(c)(3) 15 009. 0. 32m? SPONSORSHIP
AMERICANS FOR TAX REFORM
722 12TH STREET 1m, 4TH FLOOR
WASHIHGTON DC 20005 52~1403587 501(c)(4) 75,000, 0. PROGRAM SUPPORT
ASPEN INSTITUTE
ONE DUPONT NW SUITE 700 CONTRIBUTIONS:
WASHINGTON DC 20036 84?0399006 561(c)(3) 11,200. 0. WIRONMENTAL
BARNES THORNBURG (FEDERAL
WATER QUAILITY COALITION) ONE
NORTH WACKER DRIVE SUITE 440% 
CHICAGO IL 60596 35 ?0906596 1? . 500 . . CONTRIBUTIONS: COALZTIONS
BOY snows OF AMERICA
9 19 0 ROCKVILLE PIKE
BBTHESDA MO 20814 53-02046? 501(c)(3) 5.000. 0. SW SPONSORSHIP
BUILDING AND CONSTRUCTION TRADES
DEPARTMENT 315 16TH STREET NW ND
600 ., WASHINGTON DC 20005 53-0025755 501(c)(5) 5 000. 0, CONFERENCE SPONSQESHIP
CAMPAIGN FOR HOME ENERGY
ASSISTANCE 3.515 STREET, NW
SUITE 529 WASHINGTON. DC 20935 52?1243510 531(0) 15 .600 . 0. CONTRIBUTIONS: COALITIONS
Scheduie (Farm 990}
:23 4
3351314 30

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedue HForm 990) EDISON RTIRCTRIC INSTITUTE INC. 13-0559550 Paqe 1
Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Scheduie (Form 990}, Part 
Name and address of (13} EM (0) ERG section (es) 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. othed
CAPITAL AREA REACH
1816 12TH NW
WASHINGTON DC 29009 2640885422 501(0) (3) 10 800. 0. CONTRIBUTIONS: 
CATALYST
12 WALL- STREET NO 15 FL
NEW YORK. NY 10005 13-1992402 501(c) 5 000. 0. 
CENTER FOR ENERGY WORKFORCE
DEVELOPEENT 7m AVE
331) FLOOR - WASHINGTON DC 20004 Bin?4504614 501(c)(3) 5 000. e. CONFERENCE SPONSORSHIP
CENT-ER FOR ENERGY 
701 AVE
3RD FLOOR WASHINGTON nc 20mm zen?4504014 501m) (3) 100 ,000. 0. CONTRIBUTIONS: EDUCATIOL
CENTER FOR LEGISLATIVE ENERGY
5 4 0 9 FREEWAY
TX 75246 754351636 501m) 6 800, 0. COMRIBUTIONSIMMBERSHIPS
COAL UTILIZATION RESEARCH COUNCIL
1 050 THOMAS JEFFERSON ST NW 7TH Fi;
WASHINGTON DC 20007 20.000. 0. 
CORGRESSIONAL BLACK caucus
I 413 NEW JERSEY
NAvs sE WASHINGTON, Inc 20003 52?2270697 501(c)(3) 10 000. 0. EVENT 
CONGRESSIONAL BMCK CAUCUS
INSTITUTE 1720 MASSACHUSETTS AVE
NW WASHINGTON Dc 20036 52 ?1160561 501(0) (4) 10.000 . 0 . CONFERENCE sponsonsmp
CONGRESSIUNAL BLACK caucus
INSTITUTE 17:2 0 MASSACHUSETTS AVE .
NW - DC 20036 524160561. 15.000. 0. 
Schedule I (Form 990}
43224
cam??14 31

Schedu (Form 990)
Part il

 

EDISON ELECTRIC 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

A Amount of

cash grant

Amount of
non-cash
assistance

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

Description of
non-cash assistance

Purpose of 910011
or assistance

 

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

52?1114225



20,000.

VEKT SPONSORSHIP

 

 

COHERESSIONAL INSTITUTE
1700 DIAGDNAL ROAD N0 730
VA 22314

524504189

501(c)(4)

25.000.



 

CONSORTIUM 0F CATHOLIC ACADEMEES
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?6000313

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
3403. STREET 10w, SUITE 200
003311000002. Dc: 20005

52w1304889

SECTION 52?

50.000.

MBERSHIPS

 

DEMOCRATIC CAMPAIGN
COMMITTEE 0 1401 STREET, NW,
SUITE 201 men-matron DC 20005

SECTION 527

12 000.

QF-TTPS

 

DEMOCRATIC LEGISLATIVE CAHEAIGN
1401 STREET, NW,

 

SUITE 291, WASHINGTON DC 20005

52~1870839

52-1870839

 

SECTION 527

 

5,000,

 

 

 

 

32021301130119

 

432241
05?01-14

32

Schedule I (Form 990)

 

 

Schedufe (Form 990)

EDISON ELECTRIC INSTITUTE. INC.

13?0559550

Part Continuation of Grants anti Other Assistance to Governments and Organizations in the United States (Schedufe i {Form 990), Pan M.)

Page 1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name and address of fly) are 186 sect?on Amount of (9) Amount of Method of (9) Description of Purpose of grant
organization or government if app?cable cash grant non-cash valuatian non-cash assistance or assistance
assistance (book. 
appraisaL other}
EEMOCRATIC LEGISLATIVE CAMPAIGN
COMMITTEE - 1491 STREET, NW,
SUITE 201 WASHIRGTONL DC 29005 52?1870839 EECTION $27 10 000. 0. PROGRAM SUPEQET
PARTNERS, INC.
528 HENNEPIN AVENUE CONTRIBUTIONS:
WAPOLIS by 55403 52?2419510 501(c)(3) 5 one. 'vmomm-AL
ELECTRIC DRIVE TRANSPORTATION
ASSOCIATION 1250 EYE STREET, NW,
SUITE 962 - WASHINGTON DC 20035 52?1665058 30.000. 0. 
EMERGING ISSUES POLICY FORUM
5169 LATROBE DRIVE
Fm 34786 59-3686885 5014C) ?43 15 one. 0. 
ENVIRONMENTAL COUNCIL OF THE
STATES 9.0. BOX 758616 -
BALTIMORE MD 21275 36w3962169 10?060. 9. CONFERENCE SPONSORSHIP
FOUNDATION 133cm
PO BOX 2371 CORPORATE 
VA 22301 71-0874241 501(c)(3) 5.000. 0. VENTS
FUND FOR AMERICAN STUBIES
3615 OLD warmer: COURT
ALEXAEDRIA, VA 22309 13?6223604 10 900. 0. EVENT SPONSORSHIP
HOMELESS 
PROJECT - 1525 MWON STREET, NW CORPORATE RESPONSIBILITY:
WASHINGTON DC 20010 2073380456 390. 0. DRGANIZATION
KIDS, me.
110 MARYLAND AVENUE, N.E., $31wa at
DC 30002 52?1?55403 15 000. 0. EVENT SPONSORSHIP
Scheduie {Form 990)

43322111
05-01?14 33

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule {Form 990) . EDISON ELECTRIC INSTITUTE INC . Eage?l
Part I Continuatian of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part 

Name and address of to] IRC section Amount of Amount of Method of Description of Purpose.- of grant

organization or government if applicable cash grant noncash valuation assistance or assistance

assistance (EmlalvcIE FMV,
appraisaf, othev}
HUNTON WILLIAMS (UWAG)
2200 AVENUE, N.W. 
WASHIHGTON. DC 23037 54?95?2259 LLP 111 844. 0. WIROWTAL
INSTITUTE FOR EDUCATION
4410 MASSACHHSETTS AVE. NW
WASHINGTON DC 20016 52-17763?9 501(c)(3) 5.000. 0. CONTRIBUTIONS: EDUCATION
INTEGRATED DESIGN ELECTRONICS
ACADEMY PUBLIC CHARTER SCHOOL -
1027 45TH STREET NW A WASHINGTOR,
DC 20019 31 1573701 10 000. 0. CONTRIBUTIONS: EDUCATION
JOHNS HOPKINS 
1717 MASSACHUSETTS AVE NW
WASHINGTON. DC 26036 52 0595110 'so1(cn3} 5 one. o. psossm SUPPORT
JOINT CENTER FOR POLITICAL AND
ECONOMIC STUDIES 1090 VERMONT
AVENUE, NW SUITE 1100 
DC 20005 53-1069070 501(c)(3) 15.000. 0. EVENT SPONSORSHIP
KEEP MEMORY ALIVE
388 BGNNEVILLE AVE
LAS VEGAS, NV 89106 88?0515534 5,000. O. 
KEYSTONE CENTER
1628 STS JOHN ROAD 
co 80435 84v0688506 501(c)(3) 15,000. 0. 
CENIER
1628 JGHN ROAD 
KEYSTONE CO 30435 84m0688506 501(c)(3) 20.000. 0. 
LEADERSHIP CONFERENCE ON CIVIL AND
HUMAN RIGHTS 1529 STREET, NW
FQQOE - WASEINGION, DC 20006 23~7026895 10 080. 0. EVENT SPONSORSHIP
Schedule (Farm 990)

432241
awn-14 3 4

 

Schedue 1 (Form 990)
1 Part Ii

 

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

SIM

ERC section
if applicable

Amount of
cash grant

(3) 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 sums 200
WASHINGTON DC 26005

52w2?27917

501(c)(3)

15

006.

CONFERENCE SEUNSORSHIP

 

MIDEAST LAMPAC
801 AVE., 
DC 20904

25?4485?21



SPog?easmP

 

MIDWEST LAMPAC
414 NICOLLET MALL, 7TH FLOOR
MN 55401

45~4131269



000.

CONFERENCE SPONSORSHIP

 

MIDWESTERH GOVERNORS ASSOCIATION
2025 STREET NW, SUITE 800
DC 20036

37w4862860





500,

CONTRIBUTIONSXMEMBERSHEPS

 

NATIONAL ASSOCIATION OF BLACK

JOURNALISTS 1100 KNIGHT HALL
SUITE 3100 COLLEGE MD

20?42

52w1256959

501(c)(3)

063i}.

EVENT SPONSORSHIP

 

NRTIONAL BLACK CAUCUS OF STATE
LEGISLATORS 444 N. CAPITAL ST.,
NW WASHINGTON DC 20091

52~1215832



19

000.



 

NATIONAL BUILDING MUSEUM
401 STREET, NW
WASHINGTON, DC 20361

52-1050999



33

GOG.

EDUCATEDN

 

CAPITAL CHAPTER MULTIPLE
SCLEROSIS SOCIETY 1800 
NW SUITE 750 SOUTE WASHINGTON,
DC 26536

53?8237585



25

.000.



 

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

DC 20007

 

52~1763890

 

591(c)(5)

 

1Q

.900,

 

 

 

 

 

ERSHIPS

 

 


05-01?14

35

Schedule [{Form 990)

Schedu a I (Form 990)
?Pansz

 

EDISON ELECTRIC INSTITUTE.
Continuation of Grants and Other Assistance to Governments 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 applicable

Amount of
cash grant

Amount of
non-cash
assistance

Method of
valuation
(hook, FMV,
appraisag other}

Desdrip?on of
non-cash assistance

Purpose of gram
or assistance

 

ENERGY AND UTILITY
COALITION 1310
VERMONT AVE NNW DC
20095 

534559709



10_000.

SPOESORSEEP

 

NATIONAL LAMPAC
701 VE 3RD FLOOR
WASEINGTON DC 26004

26 2620296



45 000.

CONTRIBUTION

 

NATIONAL PARK FOUNDATION
1119 VERMONT AVENUE, NW, SUITE 200
WASHINGTON DC 20095

52-1686761



10 000.



 

NCSL FOUNDATION FOR STATE
7700 EAST FIRST FLACE
DENVER. CO 89230

74?2232576



2? sad.



 

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





20.009.

EVENT SPOKSORSHIP

 

NERO
170? ERINCE 
ALEXANDRIA VA 22 14

91~1850125



EVENT SPONSORSHIP

 

met: FOUNDATION 
0 Box 3590
was omens mg 38003

85m0170157



6,300.

CONTRIBUTIONS: EDUCATION

 

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

36?216781?

501(c)(3)

15-000.

CONTRIBUTIORS: EDUCATIGN

 

PHI COMMUNITY 
701 NINTH E.W
DC 20068

 

51w036?729

 



 

 

 

 

 

EVENT 

 

$82241
05?01-14

36

Schaduie I (Form 990)

 

Schedu I (Form 990)
lPantl

 

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

INC .

13w0659550

AEEQEIL

 

Name and address of
organization or government



IRC section
if app?cable

Amunt of
cash grant

(9) Amount of
non-cash
assistance

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

Description of
nonwsh assistance

Purpose of grant
or assistance

 

POLLINATOR PARTNERSHIP
423 WASHINGTON sm., 5TH FLOOR
SAN FRANCISCO. CA 94111

94 0283967

301(cH3)



 

PREVENT CBNCER FOUNDATION
1500 DUKE STREET #500
ALEXANDRIA VA 3231?

52*1429544

301(c)(3)

10,000,

NT SPONSORSHIP

 

PUBLIC AFFAIRS COUNCIL
2121 STREET NW NO 900
WASHINGTON. DC 20037

l3-1790733



5 000.

EVENT 

 

REPUBLICAN ATTORNEYS SENERAL
ASSOCIATION 1201 STREET NW,
SUITE 675 WASHINGTON, DC 20004



SECTION 527

25.000.



 

REPUBLICAN ASSOCIATION
1?47 AVENUE
WASHINGTON Dc 20005

11-3655877

SECTION 527

50 000 .

MBERSEIPS

 

REPUBLICAN STATE LEADERSHIP
COMMITTEE 1808 DIAGONAL ROAD
SUITE 230 - ARQXANDRIA VA 23314

SECTION 52?

25 000.

MEMBERSHIPS

 

RESOURCES FOR THE FUTURE
1616 STREET NW
WASHINGTON DC 20036

05~0532524

53-0220900



10.000.

CONTRIBUTIONS:
EXVIRONMENTAL

 

ROOSEVELT INSTITUTE
570 LEXINGTON AVENUE SUITE 500
NEW YORK NY 10022

23?7213592

501(c)(3)

3.0 060.

SPONSORSHIP

 

RULE a? LAW DEFENSE FUND
1747 AVE NW ST 300
WASHINGTON Dc 20306

 

46-?5130303

 



 

25 000.

 

 

 

 



 

4322-11
0501?14



Schedule I (Form 990}

Scheduile- i gEom': 9902 ELECTRIC INSTITUTE .
Part 3  5

INC .
Continuation of Grants and Other Assistance to Governments and Organizations nited States (Schedule 5 {Form 990). Part ii.)

Page 1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name and address of iFiG section Amount of Amount of Method of (9) Description of Pumese of grant
organization or government if applicable cash grant noncash valuation nowcash assistance or assistance
assistance (back, FMV.
appraisal, other)
SECURITIES INDUSTRY AND FINANCIAL
MARKETS ASSOCIATION - 1 2 0 BROADWAY
NEW YORK NY 16271 3250178959 501(c)(6) 2E) 00%. 0. 
90 0mm MIGHT EAT
7 1 i3 STREET NW
WASHINGTON DC 20991 234098123 581(8) 10 900,- 0, SPONSORSHIP
SOUTHEAST 
6 0 0 1 STREET 
BIRMINGHAM AI: 3521M 46-06l2026 5,008. 0. 
STATE GOVERNMENT AFFAIRS COUNCIL
5115 KING STREET SUITE 3 25
ALEXANDRIA. VA 22314 52?106703? someSTATE mum: NETLJORK
1655 FORT MYER DRIVE NO 350
ARLINGTON VA 22209 5740952531 581(c)(3) 10 000. 0. CONFERENCE SPONSORSHIP

1629 STREET NW SUITE 306
WASHINGTON DC 20034 90--0999290 5 000. 0.. EMT SPOESORSHIP
STEM 4118
1 629 STREET NW SUITE 300
. CORPORATION 0 00 0 . CONFERENCE SPONSORSHIP
THE ARTISTS 5 ATHLETES ALLIANCE
9 at: I 9TH STREET NW, SUITE 800
WASHINGTON CORPORATIQIS 10 00 0 . 
THOMAS ALVA EDISON FOWATION
7 1 AVE 3RD FLOOR
WASHINGTON, DC 23004 501(c)(3) 1'1?5?090. O. ROGRAM CONTRIBUTION
Schedule I (Farm 990)
1
3325?.? 38

 

 

EDISON ELECTRIC INSTITUTE. INC.

Schedule (Form 9901

13?0659550

Part Continuation of Grants and Other Assistance to Governments and Organizatims in the United States (Schedule (Farm 993), Part H.)

Page ?1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name and address of EN section (6) Amount of Amount of Methed of Description 01? Purpose of grant
urganiza?cion or government if appifcable cash grant nan-cash valuation non~cash assistance or assistance
assistance (beak, FMV,
appraisal, other)
THOMAS JEFFERSON INSTITUTE FOR
PUBLIC 9035 GOLDEN SUNSET
LANE SPRINGFIELD VA 22153 51 41286185 501mCONFERENCE SPONSORSHIP
U. . CHAMBER OF comm
1 615 ST NW
WASHINGTON DC 200 62 53 ?0045?le 53102CHAMBER OF COMMERCE
1615 ST NW
WASHINGTON, DC 20062 5,000. O. EVENT SPONSORSHIP
UNITED WAY OF THE NATIONAL CAPITM:
AREA :1 57? SPRING HILL ROAD N0 CORPORATE RESPONSIBILITY:
420 VIENNA VA 22182 53?0234299 501(c)(3) 5.000. D. ORGANIZATION
US NAVY MEMORIAL FOUNDATIUN
7 01 AVE NW CORPORATE RESPONSIBILITY:
DC 29094 5241644176 5 000. 
US NAVY MEMORIAL FOMATION
7 01 AVE NW
WASHINGTON, DC 20004 521104.476 501(6) (3) 5,0043. 0. EVENT SPONSORSHIP
UTAH STATE 
5005 OLD HAIR EILL
LOGAN UT 84322 37-6090528 5 000. 0. CONFERENCE SPONSORSHIP
VOLTA LIVE INC .
5500 FRIENDSHIP BOULEVARD ?2322?: 
CHEVY CHASE. MD 20815 2?~5 291654 CORPORATION 10 mm . 0 . SPONSORSHIP
WWA
2903 SMNISBURY PLAZA
FAIRFAX VA 22031 8241329350 501((2) 5 000. 6? CONFERENCE SPORSORSHIP
Schedute 1 (Form 990)
432241
05-01-14 3 9

Schedule I [Form 990}
Part 

EDISON ELECTRIC INSTITUTE.

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

INC.

13?0659550

Page 

 

Name and address cf
organization or gmerament

EIN

{of IRS section
if applicable

(6) Amount of
cash grant

(9) Amount of
nencash
assistance

Method 01?
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
90 29336

SIB-6062439



16 {300.

EVENT SPONSORSHIP

 

WASHINGTON TEEHIS EDUCATIGN
FOUNDATION 15TH AND KENNEDY
STREETS NW WASHINGTON DC 20011

52~50?6504

501(c)(3)

11 000.

SPONSORSHIP

 

WESTERN CONFERENCE OF PUBLIC
SERVICE COMMISSIONERS - 1101
VERMONT AVE NW SUITE 200 
WASHIEGTON DC 20005





5.000.

CONFERENCE SPONSORSHIP

 

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

I

34-0747227

170(c)(1)

10:600.



 

WESTERN LAMPAC
321 AVENUE SOUTH
WA 93146

26?2432543



5.000..

CONFERENCE SPONSORSHIP

 

WOMEN IN GOVERNMENT
1313 STREET NW NO 710
WASHINGTON, DC 20004

54w1527193



5 000.

SPONSORSHIP

 

COUNCIL ON ENERGY AND THE
ENVIRONMENT PO BOX 33211 
WAsaxwewqy. DC 20033

SBHIZSBESU

501(c)(3)

5.990.

EVENT SPONSORSHIP

 

WORLD CONFERENCE OF MAYORS
108 GRAY STREETI SUITE 101
AL 36083

52-1373507

SOICCHB)

6,000.

CONFERENCE SPONSORSEIP

 

CENTER FOR ENERGY WORKFORCE
DEVELQPMENT 701 AVE

 

3RD FLOOR WASHINGTON BC 20094

20~450?014

 

501(c)(3)

 

 

293 975.

 

FMV

 

INHEIND SUPPORT

 

432241
05431-14

<40

 

PROGRAM 
Scheduie I {Form 990}

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedu (me 990) EDISON ELECTRIC INSTITUTE . INC . Page 1
{gari- ll Contlnuatian of Grants and Other Assistance to Governments and Organizations in the United States (Schedule i (Farm 990}. Part ll.)
Name and acid Fess of EEN ERG section (6) Armani of Amount of Method of of Pumase of grant
organization or government if applicable cash grant noncash valuation noncash assistance or assistance
assistance (book, FMV.
appraisal, other)
NATIONAL LAMPAC
01 AVE 3RD FLOOR
WASHINGTON Dc 29004 2641620296 501(0) (3) 0. 39_ 035mm? SUPPORT
THOMAS ALVA EDISON FOUNDATION
?1?01 AVE 3RD FLOOR 
WASHINGTON DC 20004 5241962741 501(Cl 0. 101 824.1515? SUPPORT PROGRAM SUPPORT
Schedule (Fm 9901

4322-41
0301?14

41

ScheduieitFonugoo) (2014) EDISON ELECTRIC INSTITUTE. INC.

 

 

13-0659550 Paaea
Part Ii! Grants and other Assistance to bomestic individuats. Complete if the organization answered "Yes" to Form 990. Part w. line 22.
Pat: til can be duplicated if additional space to needed. 
Type of grant or assistance Number of Amount of Amount of non? {3 Method of voluation Description of non-cash assistance
recipients caah grant cash assistance (boo a FMV. appraisal, other)

 

 

 

 

 

 

 

 

 

 

 

Part i Suppiemental information. Provide the information required in Part ?ne 2, Part ill. column anti any other additional information.

PART I, LINE 2:

THE ORGANIZATION RECORDS THE AMOUNT OF

ASSISTANCE, THE ELIGIBILITY FOR ASSISTANCE AND THE SELECTION

CRITERIA TO AWARD THE ASSISTANCE.

 

 

 

 

 

332102 10?15-14

42

Scheduie i (F arm 990) (2014)

 

SCHEDULE Compensation information

OMB No. 1545?0047

(Form 990) For certain Of?cers, Directors, Trustees, Key Employees, and Highest 201 4 

Department oi the Treasury Attach 10 Form 990.

Internal Revenue Service information about Schedule [Form 990: and its instructions is at ww .irsoov?m 990 .

Compensated Employees
i? Compiete if the organization answered 'Yes? on Form 990, Part IV. line 28.

 

 

Name of the organization

EDISON ELECTRIC I?g.
Par-ti Questions Regarding Compensation

Open to Public
Inspection

 

 

Employer identi?cation number

13?0659550

 

 

ta Check the appropriate box(es) tithe organization provided any! of the following to or for a person listed in Form 990.

8

9

Part Vll, Section A, line 1a. Complete Part ill to provide any relevant information regarding these items.
Firstolass or charter travel [3 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 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? it complete Part Ill to explain 
Did the organization require substantiation prior to reimbursing or ailowing expenses incurred by all directors,

trustees, and officers, including the CEOfExecutive Director, regarding the items checked In line 13:?

indicate which, if any, of the following the ?ling organization used to establish the compensation of the organization's
CEOIExecutive Director. Check all that apply. 30 not check any boxes for methods used by a related organization to
establish compensation of the CEOfExeoutive 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

During the year, did my person listed in Form 990, Part Vii, Section A, line to, with reopect to the tiling

organization or a related organization:

Receive a severance payment or changed-control payment? 
Participate in, or receive payment from, asupplementai oonqoalified retirement plan? 
Participate in. or receive payment from, an equityabesed compensation arrangement?

if "Yes? to any of lines tie-c, list the persons and provide the applicable amounts for each item in Part ill.

Only section 501(c)(3), 581(cx4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed in Form 990. Part Vll, Section A, line ?la, did the organization pay or accrue any compensation
contingent on the revenues of: -

The organization?

Any related organization? . .. i.

If "Yes" to line 5a or 513, describe in Part 

For persons listed in Form 990, Part Vii: Section A, line 13. did the organization pay or accrue any compensation
contingent on the net earnings of:

Theoreanization?

Anyrelated organization? 
if "Yes? to line 63 or so, describe in Part lilo

For persons listed in Form 999, Part Vii. Section A, line ?la, did the organization provide any oon~fixed payments

not described it tines 5 and if Wee." describe in Part Ell
Wore 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 

If "Yes" to line 8, did the organization also ioliow the rebottabie presumption procedure described in

Regulations sootion 53.495843fcLHA For Paperwork Reduction Act Notice, see the instructions for Form 990.

432i?
10?13~14

43

20081117 137216 056n03811200 2014.05000 EDISON ELECTRIC INSTITUTE,

 

Schedule (Form 990] 2014

USE-0331

 EDISON ELECTRIC INSTITUTE. INC. 13~0659550 P?pg
I Part II [Officem Diroolors, Trustees, Key Employees. and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (I) and from related organiza?ons, 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 (Em-mi} for each listed individual must equal the total amount of Form 990, Part Vll, Section A, line 12:, applicable column and (E) amounts for that individual.

    
  

    

     

 

Breakdown of we andfor WES-MISC 

     

(C) Retirement and (D) Nontaxable Total of columns (F) Compensation

 

     
  

  
    
     
   
  

  
   
   

  
   

  

   

other deferred bene?ts (BMMD) in column 
(A) Name and Tulle (3) Base. mini (an) Other compensation reported as deferred
compensation incentive reportable in Form 990
compensation compensation 

   
    
 

 
   
 

   

   

371
0'

8 7.

il THOMAS KUHN 

 
      
   

     

(2) DAVID OWENS 2

 

I

0.

    
 
 
 

BRIAN 

 
 
 

EDWASB COMER

 
 
 

MARY MILLER

QUINLAN SHEA, Ill

 
 
   
 
 

RICHARD MCMAHON

  
  
 
  

JAMES FAME

    
   

{93 KATHY STECKELBERG
IONS

  

(10) BRIAN MCCORMACK

 
 
  

   

(11) JOHN msoozq, JR.

     
    
 
 

(12) JOHN SCHLENKER

  
  
 

{13) RICHARD TEMPCHIN

    
 
 

(14) JAMES OWEN

    
  
  

(15} MARC RAZEGHI

     

8.

   

{16) SCOTT AARONSON

   

Schedule (Form 990} 2014

0.32112
10-13-14 44

 

Schedule .1 {Form 996} 2014 ED I SON ELECTRIC INSTITUTE . INC . Page 2
I Part ll I Officers, Directors. Trustees, Key Employees, and lightest Compensated Employees. Use duplicate copies if additional space is needed.

gar each individual whose compensation must be reported in Schedule J, roport 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 Form 990. Part Vi l.

Note. The sum of columns for each listed individual must oquai the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (a am0unt3 for that individual.

(B) Breakdown of W2 andlor ?lags-MISC acmpensation (C) Retirement and Nontaxable (E) Total of (F) Compensation
other deferred bene?ts in column (B)

{ii Base Bonus {Iii} Other corn ensatlon re orted as date (2
(A) Name and compensation . incentive "a

compensation compensation

in prior Fozm 990

(17} STEPHANIE voyma 62 0 9'7 0.
0

 

Schedule (Form 990) 2014
432:1:

10-1344 4 5

Scheduie {Form 990) 2014 EDISON ELECTRIC INSTITUTE INC . Pace 3
I Part [Suppiemental information
Provide the information, oxpianation, or descriptions required for Part 1. fines and for Part II. Aiso complete this part for any additional information.

 

PART 1, LINE 1A:
PART 1. QUESTION 1A TRAVEL FOR 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 MCMAHGN $901 INCLUDED IN INCOME

 

JOHN EASTON IS ENTITLED TO FIRST CLASS OR CHARTER TRAVEL FDR INTERNATIONAL
FLIGHTS. RICHARD MCMAHON IS ENTITLED TO FIRST CLASS OF CHARTER TRAVEL FOR -

FLIGHTS OVER FOUR HOURS BUE TO MEDICAL REESONS. AMOUNTS FOR 

 

TRAVEL ARE HGT INCLUBED IN INCOME.

 

PART I. LINE 43:
THE EDISON ELECTRIC INSTITUTE PROVIDES A PLAN FOR ELIGIBLE

MANAGEMENT EMPLOYEES.

 

THOMAS R. KUHN $1,726,693

 

Schedule {Form 990) 2014

432313
19-13-14 4 5

 EDISON ELECTRIC INSTITUTE.

I Part I Suppiemeniai information

INC 

13?8659550 Pmes

Provide the information, explanation, or descriptions requited for Part lines 1aand for Part: ti. Also complete this part for any additional information.

 

DAVID K. GWENS $231,407

 

BRIAN WOLFF $108,994

 

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 

132$13
1643-14

47

Schedule (Form 990) 2014

Schedule (Form 99012014 ED ISON ELECTRI INSTITUTE . INC . Page 3
I Part i Supplemental! Information 
Provide the information, expfanat?on, or descriptions required for Part 1, ?nes 1a, 1band for Part ll. Alan samplete this part for any add'rtional information.

 

 

 

JOHN SCHLENKER $49,690

 

JAMES OWEN $40,559

 

RICHARD TEMPCHIN $7,291

 

 

 

 

 

 

 

 

 

 

 

 

 

Scheduted (Form 991)) 2014

532113

10-13-14 4 8

 

SCHEDULE 1- Tra-nsactions With Interested Persons ?a 
{Form 990 or 99952) Complete if the organization answered "Yes" on Form 990, Part 1v, Sine 25a, 25b, 26, 27, 28a, 20 1 4
28b, or 288, at Form 990?52, Part V, line 333 or 46b.

 

 

oepanmen: o! the Treasury . Attach ?3 Form 999 or form Open To Public

internal Revenue Service Information about Schedule E. (Farm 999 or see-?2} and its mstructxons 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 IV, iine 25a or 25b, or Form QBO-EZ, Part V, tine 40b.

Relationship between disquaiified Corrected?

- - Descn' tion of tzansaction
person and organization 3 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 Ente:r the amount of tax, if any, on line 2, above, reimbursed by the organization 




 

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

Compiete if the organization answered ?Yes" on Form Part V, line 38a or Form 990. ibart iine 26; or ifthe organization
on

(amame of Relationship (cJPurpose (dimmer (e)originat Baiance due (giln

Ii} Written
interested person with organization of loan 

principal amount detauit?? board agreement?


THOMAS 

 


tithe ?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'organization

    

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

SEE PART FOR CONTINUATIONS

432133
1043644 4 9

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

 

Scheduie Form 990 or ROOEZ 2014 EDISON ELECTRIC INSTITUTE INC . -Pan IV Business Transactions Involving lntarested Persons.

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

 

 

Name Of interested person Relationship between interested (0) Amount of Descrip?on of 2:32:33
person and the organizatinn transaction transaction gevenues?
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 7: YES

 

 

 

 

 

 

 

 

 

 

 

43an Schedule (Form 990 or 990.52} 2014

10-05-14
50
20081117 137216 055m03811200 2014.05000 EDISON ELECTRIC INSTITUTE, 056?0331

SCHEDULE 0 Supplemental information to Form 990 or 990-EZ 

 

 

 

(Form 9&6 or 990-52) Compiete to provide information for responses to specific questions on
Form 990 nr 990-52 or to pruvide any additional information.
Depanmenl cithe Treasury 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 0F 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 0? OPERATING ELECTRICAL COMPANIES

IN RELATION TO THE SALE OF ELECTRICITY TO THE ULTIMATE CONSUMER.

 

SUBSIDIARY COMPANY MEMBERS - BEING SNBSIDIARY COMPANIES OF OPERATING
COMPANY OR HOLDING 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 TEREE NONHVOTING MEMBERSHIP:

 

INTERNATIONAL AFFILIATES 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 EROUND

THE WORLD.

 

 

ASSOCIATES EDISON ELECTRIC INSTITUTE INC. ASSOCIATE HEMEERSHIP 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 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 or (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 990-571} {2014)
54

20081117 137216 2014.05000 EDISON ELECTRIC INSTITUTE, 056~0331

Scheduie 0 (Farm 990 or 990?152} {2014) Page 2
Name of the organiiation Employer identi?cation number

EDISON 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.

 

 

 

 

 

 

 

 

 

 

33.237151 4 Schedule 0 (Form 990 or 990-532) (2014}

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

OMB No. 15454204?

 

 

 

 

 

SCHEDULE Related Organizations and Unrelated Partnerships
(Form 990} Momplete if the organization answered ?Yes" on Form 990. Par: Iv, line 33. 34, 35b, 35. or 20 1 4
Attach to Form 990. -
Dapariment of tho Esosury . . . 9pm {0 P?biic
internal nevem ggmpe gym; Schedule (Form 990] and its IS at Jrsqovmm 990. . inspecticn
Name of the organization Empioyer identi?cation number
EBISON ELECTRIC INSTITUTE INC . 13?0559550
Parti identification of Disregarded Entities Complete ifthe organization answered "Yes? on Form 990, Part line 33.
lb} if)
Name, address. and EIN {if applicable) Primary activity Logal domicile (mate or Total income Endwof-year assets Enact controlling
9f disregarded entity foreign country) entity

 

identi?cation of Related Tax?Exempt Organizations Complete if the organization answered "Yes" on Form 990, Pari IV, line 34 because it had one or more related tax-exempt
organizations during the tax year.

Part ii

    
    
    

     
        

    
        
    

  
    

 
   
   
 
   
   
     

    
     

    


Name. address, and Eli!
of related organization

(bi
Primary activity


Legal domicile (state or
foreign country)

it!)
Exempt Code
section


Public charity
status (if section
501 

if}

Direct controlling
entity

Secilmg?g: 26::{13}
confroiied
entity??

           

ELECTRIC

I SON 

MEDICAL AND LIFE ISON ELECTRIC

For Paperwork Reduction Act Notice, see the Instructions for Farm 990. Schedule (Form 990) 2014

43216
09.14:? LHA 5 6

 

 

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

 

 

 

Part organizations treated as a partnership during the tax year.
id) (fl ti) {kl
Name, address, and EIN Primary activity ?33933 Direct Predominant income Share of total Share of Dlsumnortlonale Code V?Ual camera; a: Percentage
of related organization 6 antity related. unrelated, income end-of-year amount in box managing ownership
8x3 {1de from tax under assets 3 26 of Sahedule Eartha?
country) sections 512614} Yes No K-?l (Form 1065) veg No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

identi?cation of Related Organizations Taxable as a Cnrperation or Trust Complete if the organization answered ?Yes? on Form 990, Part IV, line 34 because it had one or more mlated

Part IV organizations treated as a corporation or during the tax year.
(81 lb) (9) (hi Eagle?
Name, address, andnElN Primary activity Legal dbmitzile Direat controlling Type of entity Share of total Share of 512mm
Of related organization {state or emit); corp_ corp, iacome end?a?year controlled
$3532) or trust) assets

 

 

 

5 7 Schedule a (Form 99012014

#32152 05-14?14

Schedule Farm 990 2014 EDI 0 E1113 TRIC INSTITUTE Part Transactions With Related Organizatiuns if the organizatian answered "Yes? an Form 990, Part IV, iine 34, 35b, or 36.

 




 

Note. Complete line 1 if any entity is listed in Parts ll, or of this schedule. Yes
1 During the tax year, did the organization engage in any of the faltowing transactions with one or more related organizations listed in Parts 
Raceipt of Ii) interest. (ii) annuities, royalties. or rent from a oontrotied entity . 1a
Gift, grantorcap'rtai contribution toreiated organimttonls) 1b 
Grit. grantorcapitai contribution tram related organizationls) tc
Loans or ?rm guarantees to orior related organizationlSl 1d

Loans or team guarantees by related organizationlSl te

 

 

 

 

 



 

Dividends from reiated organizationiS) it
Sale 01? assent-ta related organizat.ion{Sl
Purchase ofassets from related organizationISl in
Exchange of assets with related organizatiOMS) 1i
LeaseoffacilitieS. equipment orctherassetsto related organizationhl ti

 

 

3'83"?

 

u.

 

I?n

 

Lease of facilities equipment orctherassemfrom related Omanimionlsl 1k

Performance or services or membership or mndraisirtg solicitations for related orga?izationlS) 1!
Performance of services or membership mrfundratsirtg solicitations by related organizationisl 1m
Sharing offacitities. equipment. mailing lists, or otherassets with related organizationts) 1n

Sharing vtpaid employees with related organizationls} 10

 

 


MNN NNM 

 

 



 

Reimbursement paid to related organization(s) for expenses
Reimbursement paid by reigned organization?} for expenses

1D
1t]

13

 

 

NM MN

transfers?" $318!? 0" property 10 "933in organizationrs) .. 1r
5 Other transfer of cash or property related oanlzationm) .. 15 
2 lf the answer to any of the above is "Yes? see; the instructions for information" on who must complete this line, covered relationships and transaction thresholds
(cl (dl .
Name of related organrzatlon Transaction Amount 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 .

 

DIOWUJEI

CENTER FOR ENERGY WORKFORCE DEVELOPMENT 87 33 5 .

 

 

 

 

.
432133 03?14-15 5 3 Schedule (Form 990} 2014

 

 

 

ScheduloRiForm momma EDISON ETECTRIC INSTITUTE, INC .

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

13?0659550 9%

Provide the following information for each entity taxed as a partnership through which the organization
that was not a related organization. See instwotions regarding exclusion for certain investment

(8) (C) 3' if) (1) (kl
Name; adores-,3, and EN Primary activity Legal domicile iriictogne Shara of Share of ?33:13:? Gooey-:18!
- unre a . - sn ox 
of entity {state or foreign ax total and of year of Schoduia K-i ownership
country) sgc?gns 5 2-51 income assets

conducted more than ?ve percent of its activities (measured by total assets or gross revenue}

 

Schedule (Form 990) 2014

432164

08-1444 59

SChedulaB (Foam 2014 EDISON ELECTRI INSTITUTE . INC . Part Supplemental Information 

Provide additiOnaI information for respanses io quesiions on Scheduie (see 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

432165 93-1444 Schedule [Form 990} 2014

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