efile GRAPHIC rint - DO NOT PROCESS Under section ',!;I A For the 2008 ~The I I I I I I Name change In1t1alreturn Termination 527, or 4947(a)( 1) of the Internal Revenue benefit trust or private foundation) may have to use a copy year, or tax year beginning ofth1s 01-01-2008 return to satisfy Code (except 0MB state reporting No 1545-0047 2008 black lung Open to Public Inspection requirements and ending 12-31-2008 D Employer identification C Name of organization Please use IRS label or print or type. See Specific Instructions. Address change 501(c), organ1zat1on calendar B Check 1fapplicable DLN:93493320018059 Return of Organization Exempt From Income Tax Form990 De pa rtme nt of the Treasury Internal Revenue Se rv 1ce As Filed Data - number EDISON ELECTRICINSTITUTE INC 13-0659550 E Telephone number Doing Business As (202) Number and street (or PO box 1f mail 1snot delivered to street address)! Room/suite 701 PENNSYLVANIA AVE NW Amended return 508-5000 G Gross receipts$ 215,571,217 City or town, state or country, and ZIP+ 4 WASHINGTON, DC 20004 Application pending F Name and address of Principal THOMASRKUHN 701 PENNSYLVANIA AVE NW WASHINGTON,DC 20004 I Tax-exempt status J Web site:~ F •• ... F i H(b) 527 I I trust I (If"No," attach Group Exemption IL Year of Formation other ~ assoc1at1on return for F 1Yes I Are all affiliates included? H(c) Corporation describe the organ1zat1on's TO PROVIDE -~ or Is this a group aff1l1ates? Yes a 11st See 1nstruct1ons 1933 No I No ) Number~ IM State of legal dom1c1le VA Summary Briefly 1 4947(a)(l) H(a) WWW EEI O RG K Type of organ1zat1on •:r.1 i 501(c) ( 6) ""Iii(insert no) Officer A FORUM m1ss1on or most FOR THE ELECTRIC s1gn1f1cant act1v1t1es UTILITY INDUSTRY Q .... c ~ program service 854,073 359,197 revenue v 0 &: ... 3 Investment other income (1nclud1ng d1v1dends, 4 Income from investment of tax-exempt bond proceeds 5 Royalties 6a Gross (1) Real b C d income C Gross amount from sales of assets other than inventory Less cost or other basis and sales expenses Gain or ( loss) d Net gain or (loss) b Sa or (loss) 446,084 135,691,565 135,245,481 446,084 ... $ ii :> of contributions reported on line le) See Part IV, line 18 Attach Schedule G if total exceeds ev a: - 446,084 ... (11)0ther Gross income from fundra1s1ng events (not 1nclud1ng ::I 0 4,234,529 (11) Personal ev .c 4,234,529 Less rental expenses Rental income or ( loss) Net rental 7a ... ... Rents (1) Sec unties ... 1l interest s1m1lar amounts) .a $15,000 b Less C Net income 9a direct .b expenses or (loss) from fundra1s1ng events ... Gross income from gaming act1v1t1es See part IV, line 19 Complete Schedule G if total exceeds $15,000 a b Less C Net income 10a direct .b expenses or (loss) from gaming Gross sales of inventory, returns and allowances act1v1t1es ... less a b Less C Net income cost of goods or (loss) M 1scellaneous b sold from sales Revenue ... of inventory Business Code 11a b C d A II other e Total. Add lines 11a-11d 12 revenue Total Revenue. Sc, 9c, 10c, and lle Add lines .$ lh, 80,325,736 2g, 3, 4, 5, 6d, 7d, 74,791,050 854,073 4,680,613 ... Form 990 (2008) Form 990 (2008) i:hii•!I Page Statement of Functional Section All other organizations Expenses 501(c)(3) must complete and 501(c)(4) organizations Grants and other assistance to governments In the U S See Part IV, line 21 3 Grants and other assistance to governments, organIzatIons and 1nd1v1duals outside the U S See Part IV, lines 15 and 16 4 Benefits 5 Compensation key employees (C) (D) Management and general expenses Fundraising expenses to 1nd1v1duals In the paid to or for members of current officers, directors, trustees, and 8,098,928 6 Compensation not included above, to d1squal1f1ed persons (as defined under s ectIon 4 9 5 8 (f)(l )) and persons described In section 4958(c)(3)(B) 7 0 ther salaries 8 Pension plan contributions (include contributions) 403(b) employer Other (B) Program service expenses 738,803 Grants and other assistance u s See Part IV, line 22 9 (A) Total expenses all columns. columns (B), (C), and (D). and organIzatIons 2 10 must complete column (A) but are not required to complete Do not include amounts reported on lines 6b, 7b, Sb, 9b, and 10b of Pa rt VIII. 1 10 and wages employee Payroll 14,868,914 section 401(k) and section 3,505,807 benefits 2,706,897 taxes 1,274,016 Fees for s e rv Ic es (non-employees) 11 a Management b Legal C Accounting d Lobbying 11,178,738 97,401 2,305,426 e Profess Iona I fund ra Is Ing See Part IV, line 17 f Investment g management fees 278,388 0 ther 6,893,216 12 Advert1s1ng 13 Office 14 I nformat1on 15 Royalties and promotion 1,730,533 expenses 3,739,476 tee hnology 681,795 1,495 16 0 ccupancy 5,045,889 17 Travel 2,440,272 18 Payments of travel or entertainment state or local public off1c1als 19 Conferences, 20 Interest 21 Payments 22 Deprec1at1on, conventions expenses for any Federal, 2,453 and meetings 6,453,254 and amortIzatIon 139,950 to aff1l1ates depletion, 23 Insurance 24 Other expenses-Itemize expenses not covered above (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below) a 96,379 miscellaneous 1,286,498 b SUBSCRIPTIONS C 184,508 d PERSONAL f 280,532 TRAINING A II other PROPERTY TAX 37,140 expenses 25 Total functional 26 Joint Costs. Check expenses. 1 Add lines 1ffollow1ng 1 through SOP 98-2 24f Complete 74,066,708 this reported In column (B) Joint line only 1fthe organIzatIon costs from a combined educational campaign and fundra1s1ng sol1c1tat1on Form 990 (2008) Form 990 (2008) lihil!I Page Balance Sheet (B) (A) Beg1nn1ng of year 1 C as h- non - 1n t e rest- be a ring 2 Savings and temporary and grants I/I cJ) cash investments 3 Pledges 4 Accounts 5 Receivables from current and former officers, directors, other related parties Complete Part I I of Schedule L receivable, receivable, End of year 12,655,757 1 3,274,638 5,227,209 2 4,939,209 881,043 4 919,441 309,484 5 351,557 3 net net trustees, key employees or Receivables from other d1squal1f1ed persons (as defined under section 49 58 (f)(l )) and In sect Ion 4 9 5 8 ( c )( 3 )( B) Complete Part I I of Schedule L persons described 6 7 Notes 7 8 Inventories 9 Pre pa 1d ex pens es and deferred 6 11 and loans receivable, net 8 for sale or use charges 695,077 9 939,980 552,782 10c 940,903 11 36,227,293 10a (,/', Land, buildings, I/, and equipment cost basis <( b Less accumulated Schedule D deprec1at1on 11 Investments-publicly traded 12 Investments-other Schedule D 13 - 10a 2,811,940 10b 1,871,037 Complete Part VI of 47,771,633 securities securities See Part IV, 20,328,094 Complete Part VI I of line 11 I nves tme nts-prog of Schedule D ram- re lated Complete Part VI II line 11 See Part IV, 13 14 14 Intangible 15 Other D 16 Total assets. Add lines 1 through 17 Accounts 18 Grants 19 Deferred 20 Tax-exempt 21 Escrow 22 Payable to current and former officers, directors, trustees, key employees, highest compensated employees, and d1squal1f1ed assets assets 31,850,839 12 See Part IV, line 11 Complete Part IX of Schedule 15 payable and accrued 15 (must equal line 34) expenses 88,421,079 16 79,443,860 7,318,459 17 7,935,891 18 payable 21,738,546 revenue bond l1ab1l1t1es 22,562,023 19 20 1,/' .9! = - :.a ,;"I; ::::l 23 - persons Complete Part I I of Schedule L Secured mortgages 24 Unsecured 25 Other 26 Total liabilities. notes Q) through u ~ 27 Unrestricted ca 28 Temporarily !:: 29 restricted Permanently restricted '- lines 30 through ,fl 4) ,fl ,fl ,ci 4) z - third 23 parties 24 25 p- and SFAS 117, check here~ complete 41,253,367 25 51,835,326 70,310,372 26 82,333,240 18,110,707 27 -2,889,380 lines 27 net assets Organizations 0 22 to unrelated payable Add lines 17 through that follow ::::l u. and loans payable 29, and lines 33 and 34. ,:::; -,:::; and notes 21 l1ab1l1t1es Complete Part X of Schedule D Organizations ,fl l1ab1l1ty Complete Part IV of Schedule D account Capital 31 Pa1d-1n or capital 32 Retained stock principal, surplus, or current and complete endowment, or equipment accumulated Total net assets 34 Total l1ab1l1t1es and net assets/fund 30 funds or land, building 33 •:r-··-···Financial I SFAS 117, check here~ 34. or trust earnings, 29 net assets that do not follow 30 28 net assets income, 31 fund or other 32 funds or fund balances Statements balances 18,110,707 33 -2,889,380 88,421,079 34 79,443,860 and Reporting Yes I F I 1 Accounting 2a Were the organ1zat1on's f1nanc1al statements compiled b Were the organ1zat1on's f1nanc1al statements audited C If"Yes" to lines 2a or 2b, does the organIzatIon have a committee that assumes respons1b1l1ty for oversight and selection of an independent accountant? audit, review, or comp1lat1on of its f1nanc1al statements 3a b method used to prepare the Form 990 As a result of a federal award, was the organIzatIon Single Audit Act and 0MB CircularA-133? If "Yes," did the organIzatIon undergo the required cash or reviewed by an independent required accrual by an independent to undergo other 2a accountant? 2b accountant? an audit No or audits as set forth of the No Yes Yes 2c In the No 3a audit or audits? 3b Form 990 (2008) Additional Data Software Software ID: Version: EIN: 13-0659550 Name: Form 990, Part VIII - Statement of Revenue EDISON ELECTRIC INSTITUTE INC - 2a - 2g Program Service (A) Business Code Total Revenue Revenue (B) Related or Exempt Function Revenue 900,099 64,191,680 64,191,680 MEETINGS 900,099 8,197,034 8,197,034 C PROGRAMS 900,099 2,043,139 2,043,139 d ADVERTISING 541,800 854,073 e PUBLICATIONS 511,190 359,197 a MEMBERSHIP b DUES (C) Unrelated Business Revenue 854,073 359,197 (D) Revenue Excluded from Tax under IRC 512, 513, or 514 efile GRAPHIC rint - DO NOT PROCESS SCHEDULE c (Form 990 or 990-EZ) As Filed Data - DLN:93493320018059 0MB Political Campaign and Lobbying Activities To be completed by organizations described below. Attach 1545-0047 2008 For Organizations Exempt From Income Tax Under section 501 (c) and section 527 De pa rtme nt of the Treasury Internal Revenue Se rv 1ce No Open to Public Inspection to Form 990 or Form 990-EZ If the organization answered "Yes," to Form 990, Part IV, Line 3, or Form 990-EZ, Part VI, line 46 (Political Campaign Activities) • Section 501(c)(3) organIzatIons complete Parts I-A and B Do not complete Part I-C • Section 501(c) (other than section 501(c)(3)) organIzatIons complete Parts I-A and C below Do not complete Part I-B • Section 527 organIzatIons complete Part I-A only If the organization answered "Yes," to Form 990, Part IV, Line 4, or Form 990EZ, Part VI, line 47 (Lobbying Activities) • Section 501 ( c )(3) organIzatIons that have filed Form 5768 ( election under section 501 ( h)) complete Part II-A Do not complete Part II-B • Section 501 ( c )(3) organIzatIons that have NOT filed Form 5768 ( election under section 501 ( h)) Complete Part II-B Do not complete Part II-A If the organization answered "Yes," to Form 990, Part IV, Line 5 (Proxy Tax) • Section 501(c)(4), (5), or (6) organIzatIons complete Part Ill Name of the organ1zat1on EDISON ELECTRICINSTITUTE INC Employer 1dent1f1cat1on number 13-0659550 To be completed by all organizations exempt under section organizations. (See the instructions for Schedule C for details.) 1 Provide 2 Pol1t1cal expenditures 3 Volunteer a description of the organ1zat1on's direct and 1nd1rect pol1t1cal campaign exempt 1 Enter the amount of any excise tax incurred by the organ1zat1on 2 Enter the amount of any excise tax incurred by organ1zat1on 3 If the organ1zat1on 4a Was a correction i:hiidij act1v1t1es 1n Part IV incurred 1n a section 4955 under section under section managers describe forth1s 4955 $ ________ _ $ ________ _ I I year? Yes Yes I I No No 1n Part IV To be completed by all organizations exempt (See the instructions for Schedule C for details.) Enter the amount 2 Enter the amount of the f1l1ng organ1zat1on's 527 exempt funt1on act1v1t1es internal Total of direct and 1nd1rect exempt 1120-POL, line 17b expenditures directly expended by the f1l1ng organ1zat1on function file Form 1120-POL for section contributed funds Add lines 527 exempt to other 501(c), function organ1zat1ons 1 and 2 and enter except section act1v1t1es year? (b) Address REPUBLICANMAYOR'SAND LOCAL BRENNINGFOR ATTORNEYGENERAL ZOELLERFOR ATTORNEYGENERAL 1401 K STREET WASHINGTON,DC 412 FIRST STREET 100 WASHINGTON,DC PO BOX 716 GRETNA,NE (c)EIN NW SUITE 20005 200 Act Notice, see the instructions $ 37,000 $ 379,096 (d) A mount paid from f111ng orga n1zat1on's internal funds If none, enter -0- 52-1304889 25,000 52-1976233 10,000 75-2997854 1,000 80-0213721 1,000 Yes P- No to which payments funds or were a separate IV (e) A mount of pol1t1cal contributions received and promptly and directly delivered to a separate pol1t1cal organ1zat1on If none, enter -0- SE SUITE 20003 68028 PO BOX 55763 IN DIA NA PO LIS, IN 342,096 I State the names, addresses and Employer Ident1f1cat1on Number (EIN) of all section 527 pol1t1cal organ1zat1ons were made Enter the amount paid and 1nd1cate 1f the amount was paid from the f1l1ng organ1zat1on's own internal pol1t1cal contributions received and promptly and directly delivered to a separate pol1t1cal organ1zat1on, such as segregated fund or a pol1t1cal action committee (PAC) If add1t1onal space 1s needed, provide 1nformat1on 1n Part DEMOCRATICGOVERNOR'SASSOCIATION $ here and on Form 5 (a)Name 501(c)(3). for section Did the f1l1ng organ1zat1on Reduction for this under section 4 For Paperwork _ (See the instructions 4955 under section tax, did 1t file Form 4720 501(c)(3). made? 1 3 527 hours be completed by all organizations for Schedule C for details.) If "Yes," and section $ ________ i:hild:j To b 501(c) 46205 for Form 990. Cat No 500845 Schedule C (Form 990 or 990-EZ) 2008 Schedule C (Form 990 l:hil•d.;I To or 990-EZ) 2008 Page 2 be completed by organizations exempt under section 501(c)(3) that filed Form 5768 (election under section 501(h)). (See the instructions for Schedule C for details.) I I Check Check A B 1fthe f1l1ng organIzatIon 1fthe f1l1ng organIzatIon belongs checked to an aff1l1ated group box A and "l1m1ted control" provIsIons apply (a) F1l1ng 0 rgan1zat1on's Totals Limits on Lobbying Expenditures(The term "expenditures" la means amounts Total lobbying expenditures to influence b Total lobbying expenditures to influence C Total lobbying expenditures (add lines public opInIon a leg1slat1ve paid or incurred.) (grass roots body (direct lobbying) lobbying) la and lb) d Other e Total f Lobbying nontaxable amount Enter the amount from the following table In both columnsIf the amount on line le, column (a) or (b) is: The lobbying nontaxable amount is: exempt purpose exempt expenditures purpose expenditures (add lines Not over $500,000 20% of the amount on line le $100,000 plus 15% of the excess over $500,000 Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000 Over $17,000,000 $1,000,000 g Grassroots h Subtract line lg from line la i Subtract line lffrom j If there nontaxable amount line le (enter Enter Enter -0-0- 25% of line 1 f) 1f line g Is more than line a 1f line f Is more than Is an amount other than zero on either 4911 tax for this year? (Some Calendar year (or fiscal year beginning in) Lobbying line c line 1 h or line 11, did the organIzatIon file Form 4 7 20 reporting I Yes I No 4-Year Averaging Period Under Section 501(h) organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines la through 1f of the instructions.) Lobbying 2a le and ld) Over $500,000 but not over $1,000,000 section (b) Aff1l1ated Group Totals non-taxable During 4-Year (a) 2005 Averaging (b) 2006 Period (c) 2007 (d) 2008 (e) Total amount b Lobbying celling amount (150% ofl1ne 2a, column(e)) C Total d Grassroots e Grassroots celling amount (150% ofl1ne d, column (e)) f Grassroots lobbying Expenditures expenditures non-taxable lobbying amount expenditures Schedule C (Form 990 or 990-EZ) 2008 Schedule C (Form 990 l:hilid:I or 990-EZ) 2008 Page To be completed by organizations exempt under section 5768 (election under section 501(h)). (See the instructions 3 501(c)(3) that have NOT filed Form for Schedule C for details.) (b) (a) Yes No Amount During the year, did the f1l1ng organIzatIon attempt to influence foreign, national, state or local leg1slat1on, 1nclud1ng any attempt to influence public opInIon on a leg1slat1ve matter or referendum, through the use of 1 a Volunteers? b Paid staff C Media d Ma1l1ngs to members, e Publ1cat1ons, f Grants to other g Direct contact h Rallies, i 0 ther actIvItIes j Total lines le through 11 Did the actIvItIes In line 1 cause 2a or management (include compensation In expenses reported on lines c through 1)? advertisements? legislators, or published organIzatIons their seminars, If "Yes," statements? for lobbying with legislators, demonstrations, or the public? or broadcast purposes? staffs, government conventions, describe offlc1als, speeches, the organIzatIon to be not described If "Yes" enter the amount of any tax incurred under section C If "Yes" enter the amount of any tax incurred by organIzatIon d If the f1I1ng orga nIzatIon Incurred body? or any other means? In Part IV b a s ectIon In section I 501 (c)(3)? 4912 managers under section 4912 I 4 912 tax, d 1d It file Form 4 7 2 0 for this year? To be completed by all organizations section 501 c 6 . See the instructions 1:r.1•••1,.;;r.•11 or a leg1slat1ve lectures, exempt under section 501(c)(4), for Schedule C for details. section 501(c)(5), or Yes 1 Were substantially all (90% or more) dues received 2 Did the organIzatIon make only in-house 3 Did the organIzatIon agree to carryover lobbying lobbying nondeductible expenditures by members? of$2,000 or less? and pol1t1cal expenditures from the prior year? No 2 No Yes 3 To be completed by all organizations exempt under section 501(c)(4), section 501(c)(5), section 501(c)(6) if BOTH Part Ill-A, questions 1 and 2 are answered "No" OR if Part Ill-A, uestion 3 is answered "Yes." See the instructions for Schedule C for details. 1 Dues, 2 Section 162 (e) non-deductible lobbying expenses for which the section 527(f) assessments and s1m1lar amounts a b Current Year Carryover from last year C Tota I from members 1 $ and pol1t1cal expenditures tax was paid). (do not include amounts 2a $ 61,430,900 8,096,066 2b $ 3 Aggregate 4 If notices were sent and the amount on line 2c exceeds the amount does the organIzatIon agree to carryover to the reasonable estimate expenditure next year? on line 3, what portion of the excess of nondeductible lobbying and pol1t1cal 5 Taxable minus amount reported or of political 2c $ amount No 1 In section 6033(e)(l)(A) of lobbying and pol1t1cal expenditures lemental Information notices of nondeductible (line 2c total section 162(e) dues 3 $ 8,096,066 10,932,108 4 $ 3 and 4) 5 $ -2,836,042 C om p I et e th Is pa rt to prov Ide the des c rip t Ions re q u I red for P a rt I - A , I I n e 1 , P a rt I- B, I In e 4 , P a rt I - C , I I n e 5 , a n d P a rt 11-B, I In e 1 1 Also, complete this part for any add1t1onal 1nformat1on Identifier Part I-A, Line 1 Return Reference 0 rganIzatIons Direct and Indirect Pol1t1cal Campaign Act1v1t1es Explanation THE ORGANIZATION SUPPORTED POLITICAL ORGANIZATIONS AND CANDIDATES FOR STATE AND LOCAL OFFICE WHERE LEGALLY PERMISSIBLE AND THE ORGANIZAITON INCURRED SOLICITATION AND ADMINISTRATIVE EXPENSES FOR ITS SEPARATE SEGREGATED FUND Schedule C (Form 990 or 990EZ) 2008 Schedule l~1.,a1, C (Form 990 or 990-EZ) Supplemental Identifier 2008 Page 4 Information Return Reference Explanation Schedule C (Form 990 or 990EZ) 2008 efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN:93493320018059 0MB SCHEDULED (Form 990) 1545-0047 2008 Supplemental Financial Statements ~ Attach to Form 990. To be completed by organizations that answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11, or 12. De pa rtme nt of the Treasury Internal Revenue Se rv Ic e No Open to Public Inspection Name of the organization EDISON ELECTRIC INSTITUTE INC Employer identification number 13-0659550 Organizations Maintaining Donor Advised Funds or Other Similar orqaniza t 10n answere d "Yes " t 0 Form 990 Par t IV , Iine 6 ' 1 Total number advised 2 Aggregate Contributions Aggregate Grants 4 Aggregate value 5 Did the organIzatIon inform funds are the organ1zat1on's to (during from (during year) year) at end of year •iifl••i Conservation Purpose(s) I 1 1 2 1f the (b) Funds and other accounts funds all donors property, and donor advisors In writing subJect to the organ1zat1on's that the assets held In donor advised exclusive legal control? Did the organIzatIon inform all grantees, donors, and donor advisors In writing that grant funds purposes and not for the benefit of the donor or donor advisor or other used only for charitable 1mperm1ss1ble private benefit? 1 Complete at end of year 3 6 (a) Donor Funds or Accounts. Easements. of conservation Pres e rvatIon P rotectIon easements of land for public of natural Preservation Complete 1f the organization held by the organIzatIon use (e g , rec reatIon (check habitat 1No may be 1Yes answered "Yes" to Form 990, Part IV, line 7. all that apply) I I or pleasure) 1Yes Pres e rvatIon of an his tone a I ly Importa ntly land area Preservation of cert1f1ed historic structure of open space Complete lines 2a-2d 1fthe organIzatIon on the last day of the tax year held a qual1f1ed conservation contribution In the form of a conservation easement Held at the End of the Year a Total number acreage of conservation 2a easements b Total C Number of conservation easements on a cert1f1ed historic d Number of conservation easements included 3 Number restricted of conservation the taxable by conservation easements structure In (c) acquired mod1f1ed, transferred, Number 5 Does the organIzatIon have a written policy enforcement of the conservation easements of states where hours property to conservation Staff or volunteer 7 A mount 8 Does each conservation easement reported 170(h)(4)(B)(1) and 170(h)(4)(B)(11)? of expenses devoted subJect 6 la b incurred 2d released, ext1ngu1shed, easement Is located~ or terminated regarding It holds? to monitoring, In monitoring, the periodic InspectIng InspectIng, monitoring, and enforcing and enforcing on line 2(d) above satisfy InspectIon, by the organIzatIon easements easements v1olat1ons, during during the requirements and Revenues (ii)Assets included included If the organIzatIon following amounts a Revenues b Assets For Paperwork elected, as permitted under SFAS 116, or other s1m1lar assets held for public amounts relating to these items In Form 990, Part VIII, In Form 990, In Form 990, Reduction Part VIII, 1Yes 1No easements In its revenue and expense statement, and to the organ1zat1on's f1nanc1al statements that describes to report In its revenue statement exh1b1t1on, education, or research or Other Similar Assets. sheet works of of public service, and balance sheet works of art, In furtherance of public service, ~$ line 1 ~$ Part X received or held works required to be reported included included In Form 990, 1No the year~$ elected, as permitted under SFAS 116, not to report In its revenue statement and balance art, historical treasures, or other s1m1lar assets held for public exh1b1t1on, education or research In furtherance that describes these items provide, In Part XIV, the text of the footnote to its f1nanc1al statements If the organIzatIon 1Yes the year~ If the organIzatIon (i) during of section Organizations Maintaining Collections of Art, Historical Treasures, Complete 1f the organization answered "Yes" to Form 990, Part IV, line 8. historical treasures, provide the following 2 2c In (a) after 8/17 /06 In Part XIV, describe how the organIzatIon reports conservation balance sheet, and include, 1f applicable, the text of the footnote the organ1zat1on's accounting for conservation easements i:hiihi included year~ 4 9 2b easements of art, historical treasures, or other s1m1lar assets under SFAS 116 relating to these items the ~$ line 1 ~$ Part X Act Notice, see the Int ructions for Form 990 for f1nanc1al gain, provide Cat No 52283D Schedule D (Form 990) 2008 Schedule D (Form 990) jfflihi 2008 Page Organizations Maintaining Using the organ1zat1on's accession items (check all that apply) 3 a b c I I I Public and other records, of Art, Historical check Scholarly e for future Provide a description Part XIV 5 During assets 1 I d research Preservation Treasures, any of the following exh1b1t1on 4 or Other Similar Loan or exchange Other generations of the organ1zat1on's Is the organIzatIon an agent, trustee, included on Form 990, Part X? If "Yes," c Beg1nn1ng balance d Add1t1ons e D1stribut1ons f Ending explain (continued) programs collections and explain how they further the organ1zat1on's Trust, Escrow and Custodial Arrangements. Complete 1f the organization Part IV, line 9, or reported an amount on Form 990, Part X, line 21. b Assets that are a s1gn1f1cant use of its collection the year, did the organIzatIon sol1c1t or receive donations of art, historical treasures or other to be sold to raise funds rather than to be ma1nta1ned as part of the organ1zat1on's collection? iiiflld la Collections 2 why In Part XIV custodian or other 1ntermed1ary for contributions or other exempt purpose In s1m1lar I Yes the following No answered "Yes" to Form 990, assets not 1Yes and complete I 1No table Amount 2a b during le ld the year during le the year 1f balance Did the organIzatIon If "Yes," •:r.,..,••• explain include an amount the arrangement Endowment on Form 990, Part X, line 21? Funds. Complete 1f the orqarnzat1on answered "Yes" to Form 990 I (a)Current Year la C ontribut1ons C Investment d Grants e Other expenditures and programs f Adm1n1strat1ve g End of year balance earnings b Permanent c Term I (e)Four Years Back for fac1l1t1es endowment (ii) related held as ~ ~ ~ funds not In the possession of the organIzatIon that are held and adm1n1stered for the Yes organIzatIons organIzatIons In Part XIV the intended Investments-Land, Description No I 3aCi> I 3a(ii) organIzatIons to 3a(11), are the related Describe •:r., ...... of the year end balance or quasi-endowment A re there endowment organIzatIon by If "Yes" percentage endowment (i) unrelated la Years Back or losses the estimated Board designated 4 Part IV line 10. I (d)Three expenses a b Years Back or scholarships Provide 3a I (c)Two (b)Pnor Year Beg1nn1ng of year balance b 2 1Yes In Part XIV listed as required uses of the organ1zat1on's Buildings, of investment on Schedule endowment and Equipment. R? 3b funds See Form 990 Part X, line 10. (a) Cost or other basis ( investment) (b )Cost or other basis ( other) (c) DeprecIatIon (d) Book value Land b Bu1ld1ngs C Leasehold improvements d Equipment 2,155,142 e 0 ther Total.Add 1,431,140 656,798 lines la-le (Column (d) should equal Form 990, Part X, column (BJ, line 10(c).) 439,897 ~ Schedule 724,002 216,901 940,903 D (Form 990) 2008 D (Form 990) Schedule 1:r.111••••• 2008 Page Investments-Other Securities. See Form 990 (a) Description of security or cateory (1nclud1ng name of security) F1nanc1al derivatives Closely-held equity (b)Book 3 Part X line 12. (c) Method of valuation Cost or end-of-year market value value and other f1nanc1al products interests 0 ther CO RPO RATE O B LI GA TIO NS 11,558,846 F 0 ther INTERMEDIATE 11,110,123 F 0 ther MORTGAGE 7,482,525 F 0 ther MUTUAL 1,699,345 F BONDS BACKED SECURITIES FUNDS-FIXED INCOME Total. (Column (b) should equal Form 990, Part X, col (8) /me 12) 1:r.111••,111 Investments-Program (a) Description of investment ..... Related. Other Assets. Part X line 13. (c) Method of valuation Cost or end-of-year market (b) Book value type See Form 990 31,850,839 See Form 990 Total. (Column (b) should equal Form 990, Part X, col (8) /me 13) .:.,-;, ~ ~ Part X line 15. (b) Book value (a) Description Total. (Column :r.111•:• (b) should equal Form 990, Part X, co/.(8) Other Liabilities. (a) Description Federal Income BENEFIT DEFERRED COMPENSATION DEFERRED RENT BENEFITS See Form 990 ~ line 15.) Part X line 25. (b) A mount of L1ab1l1ty Taxes POSTRETIREMENT OTHER value 24,836,726 OBLIGATION 20,821,902 3,193,792 2,480,725 LIABILITIES CURRENT 502,181 LIABILITIES Total. (Column (b) should equal Form 990, Part X, col (8) /me 25) In Part XIV, provide the text of the footnote uncertain tax pos1t1ons under FIN 48 ~ to the organ1zat1on's 51,835,326 f1nanc1al statements that reports the organ1zat1on's l1ab1l1ty for Schedule D (Form 990) 2008 Schedule D (Form 990) 2008 Page Reconciliation •:r., ..~--- of Change in Net Assets from Form 990 to Financial 1 Total revenue 2 Total expenses 3 Excess 4 Net unrealized 5 Donated 6 Investment expenses 6 7 Prior period adJustments 7 8 Other 9 Total 10 (Form 990, gains services (losses) gains, Net unrealized Donated gains services 3 6,259,028 4 -2,7 36,860 on investments 5 of Revenue and other e Add I Ines 2a through With Revenue line 2e from line 1 included Part VIII, Revenue 2c 2d Part VIII, not included on Form 990, Part VIII, 446,084 4c included services Donated b Prior year adJustments C Losses (Describe per audited Statements Subtract line 2e from line 1 Amounts included on Form 990, expenses b Other C A d d I Ines 4a and 4b 74,066,708 2a Part IX, line 25 2c 2d 2e 3 Investment per Return Part IX, line 25 2d 4 a With Expenses 1 In Part XIV) Other Add I Ines 2a through expenses Financial 446,084 80,325,736 2b on Form 990, e Total per Audited 5 Part I, line 12) and use offac1l1t1es d -~lili_:,1,. equal Form 990, f1nanc1al statements on line 1 but not on Form 990, a reported should of Expenses and losses 79,879,652 I 4a I line 7b 4b Add lines 3 and 4c. (This 0 line 12, but not on line 1 In Part XIV) Reconciliation expenses (Describe -21,000,087 3 on Form 990, expenses (Describe Amounts 10 line 12 A d d I Ines 4a and 4b Total -27,259,115 2e Subtract :,111 9 1:>erReturn 2d Amounts Total -24,522,255 79,879,652 In Part XIV) 3 Other Statements 8 f1nanc1al of prior year grants (Describe Investment Financial 3 and 9 2b Recoveries b per Audited per audited lines 2a Other a support Combine on investments 4 5 line 2 from line 1 and use offac1l1t1es d 2 Subtract on line 1 but not on Form 990, C 1 74,066,708 1 included b 1:r-... 2 Add lines 4 - 8 (net) Reconciliation a C (A), line 25) Part IX, column or (def1c1t) for the year per f1nanc1al statements Amounts 5 80,325,736 (A), line 12) In Part XIV) adJustments Excess 1 column and use offac1l1t1es (Describe Total revenue, statements 2 Part VIII, or (def1c1t) for the year l:r-1·-···· 1 (Form 990, 4 Statements 3 74,066,708 Part IX, line 25, but not on line 1: not included on Form 990, Part VIII, line 7b In Part XIV) I 4a I 4b 4c Add lines 3 and 4c. (This Supplemental 0 should equal Form 990, Part I, line 18 ) 5 0 74,066,708 Information C om p I et e th Is pa rt to prov Ide the des c rip t Ions re q u I red for P a rt I I , I Ines 3 , 5 , a n d 9 , P a rt I II , I I n es 1 a a n d 4 , P a rt X IV , I I n es 1 b a n d 2 b , Part V, line 4, Part X, Part XI, line 8, Part XII, lines 2d and 4b, and Part XIII, lines 2d and 4b Identifier Return Reference Explanation Schedule D (Form 990) 2008 Schedule D (Form 990) •:r.,..-- ....._ 2008 Supplemental Identifier Page 5 Information(continued) Return Reference Explanation Schedule D (Form 990) 2008 efile GRAPHIC rint - DO NOT PROCESS SCHEDULE F As Filed Data - DLN:93493320018059 0MB Statement of Activities Outside the United States (Form 990) .. Attach De pa rtme nt of the Treasury Internal Revenue Se rv 1ce Name of the organ1zat1on EDISON ELECTRIC INSTITUTE to Form 990. Complete if the organization Form 990, Part IV, line 14b. answered No 1545-0047 2008 "Yes" to Open to Public Inspection Employer identification number INC 13-0659550 General Information on Activities "Yes" to Form 990 Part IV line 14b. 1 For grantmakers. assistance, the the grants Does the grantees' or assistance 2 For grant makers. U n1ted States 3 Act1v1tes Describe per Region organ1zat1on el1g1b1l1ty for . . . . . . maintain the . Outside . records grants . . . . F-1 (Form 990) . . . . . procedures 1fadd1t1onal and . . . the the . . . . . 1f the organization amount . of the cntena selection for monitoring space Complete States. to substantiate or assistance, 1n Part IV the organ1zat1on's (Use Schedule the United . . . grants used . . . answered or to award . . 1 . the use of grant funds outside Yes I No the 1s needed) (d) Act1v1t1es conducted (b) Number of offices 1n the reg 10n (a) Region EU ROPE 0 CENTRAL AMERICA THE CARIBBEAN EAST ASIA PACIFIC NORTH AND THE AMERICA RUSSIA AND INDEPENDENT SOUTH AND NEWLY STATES AMERICA Reduction expenditures reg 10n 1n 296,623 0 0 PROGRAM SERVICES MEETINGS REGION WITHIN THE 1,592 0 0 PROGRAM SERVICES MEETINGS REGION WITHIN THE 6,963 0 0 PROGRAM SERVICES MEETINGS REGION WITHIN THE 3,061 0 0 PROGRAM SERVICES MEETINGS REGION WITHIN THE 6,629 0 0 PROGRAM SERVICES MEETINGS REGION WITHIN THE 1,354 .. Totals. For Paperwork in (e) If act1v1ty listed 1n (d) region (by type) (1 e, 1s a program service, (f) Total fundra1smg, program services, grants to rec1p1entslocated in describe spec1f1c type of s e rv 1ce (s) 1n reg 10n the region) 0 PROGRAM SERVICES CON FERENC E/M EETI N GS WITHIN THE REGION (c) Number of employees or agents 1n region Act Notice, see the instructions 316,222 for Form 990. Cat No 50082W Schedule F (Form 990) 2008 Schedule iilfilH F (Form 990) Page 2 2008 Grants and Other Assistance to Organizations or Entities Outside the United States. Complete 1f the organization answered "Yes" to Form 990, Part IV, line 15, for any rec1p1ent who received more than $5,000. Check this box 1f no one rec1p1ent received more than $5,000 . . . . . . . . ,... 1 Use S C h e d u Ie F-1 1f a dd 1t1onaI space 1s nee d e d (b) IRS code 1 (a)Nameof organ1zat1on section and EIN (If applicable) (c) Region (d) Purpose grant of (e) A mount of cash grant (f) Manner of cash disbursement (g) A mount of of non-cash assistance (h) Description of non-cash assistance 2 Enter total number of organizations that are recognized as charities by the foreign country or for which the grantee or counsel ,... has provided a section 501(c)(3) equ1valency letter . 3 Enter total number of other organizations or ent1t1es . ,... (i) Method of valuation (book, FMV, appraisal, other) Schedule iffilhl F (Form 990) 2008 Page Grants and Other Assistance to Individuals Outside the United Use Schedule F-1 (Form 990) 1f add1t1onal space 1s needed. (a) Type of grant assistance or (b) Region (c) Number rec1p1ents of (d) A mount of cash grant States. Complete (e) Manner of cash disbursement 1f the organization (f) A mount of noncash assistance answered 3 "Yes" to Form 990, Part IV, line 16. (g) Description of non-cash assistance (h) Method of valuation (book, FMV, appraisal, other) Schedule F (Form 990) 2008 Schedule i:hiid F (Form 990) 2008 Page 4 Supplemental Information C omp Ie t e th 1s par t t 0 prov1 d e th e Ident1f1er in f orma t 10n require Return Refe re nc e d in Par t I Ime 2 an d any o th er a dd 1t 1ona in f orma t 10n. Explanation Schedule F (Form 990) 2008 Additional Data Return to Form Software Software ID: Version: EIN: Name: Form 990 S C h e d u I e F Part II - G rants an dOht er Assistance (a) Name of organ1zat1on (b) IRS code section and EIN (If applicable) (c) Region (d) Purpose grant 13-0659550 EDISON ELECTRIC INSTITUTE INC to 0 raamzat1ons of or Ent1t1es 0 uts1"deT h e Unite dS tates (e) A mount of cash grant (f) Manner of cash disbursement (g) A mount of noncash assistance (h) Description non-cash assistance of (1) Method of valuation (book, FMV, appraisal, other) efile GRAPHIC rint - DO NOT PROCESS Schedule I (Form 990) 0MB Grants and Other Assistance to Organizations, Governments and Individuals in the U.S. Department of the Treasury Internal Revenue Service Name of the organization EDISON ELECTRIC INSTITUTE General Complete if the organization answered Information 1545-0047 Open to Public Inspection to Form 990. Employer identification number 13-0659550 on Grants and Assistance Does the organ1zat1on ma1nta1n records to substantiate the amount criteria used to award the grants or assistance? • the selection 2 Describe l(a) "Yes," on Form 990, Part IV, lines 21 or 22. Attach No 2008 INC 1 liifli•I DLN:93493320018059 As Filed Data - 1n Part IV the organ1zat1on's procedures for monitoring of the grants the use of grant or assistance, funds the grantees' el1g1b1l1ty for the grants or assistance, and F Yes 1No 1n the U n1ted States Grants and Other Assistance to Governments and Organizations in the United States. Complete 1f the organization answered "Yes" on Form 990, Part IV, line 21 for any rec1p1ent that received more than $5,000. Check this box 1f no one rec1p1ent received more than $5,000. Use Part IV and Schedule 1-1 1f add1t1onal space 1s ,... 1 needed. Name and address organ1zat1on or government See Add1t1onal of (b) EIN (c) IRC section 1f applicable (d) Amount of cash grant (e) A mount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose or assistance of grant Data Table 2 Enter total number organ1zat1ons • of section 3 Enter total of other number 501(c)(3) organ1zat1ons 36 and government . ,... • For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50055P 9 Schedule I (Form 990) 2008 Schedule I (Form 990) iiifiiOI Grants 2008 Page and Other Assistance to Individuals in the United States. Use Schedule 1-1 (Form 990) 1f add1t1onal space 1s needed. (a)Type Mffili!JI See Add1t1onal of grant or assistance Supplemental Information. (b)N umber of rec1p1ents (c)A mount of cash grant Complete 1f the organization (d)A mount of non-cash Complete this part to provide the information assistance 2 answered "Yes" on Form 990, Part IV, line 22. (e) Method of valuation (book, FMV, appraisal, other) (f)Descript1on of non-cash assistance required in Part I, line 2, and any other add1t1onal information. Data Table Identifier P roe ed ure for M on1toring Grants 1n the U S Return Reference Part I, Line 2 Explanation Schedule I, Part I, Line 2 WHEN GRANT FOR A SPECIFIC PU RPO SE GRANTEES AND VARIOUS OUTCOMES HOWEVER, FUNDS ARE AWARDED, EEI MAY REQUEST THE AMOUNTS BE RESTRICTED MA NY TIM ES WILL REPORT BACK TO EEI THE SPECIFIC USE OF THE FUNDS THIS IS NOT A REQUIREMENT FOR EACH GRANT AWARDED Schedule I (Form 990) 2008 Additional Data Return to Form Software Software ID: Version: EIN: Name: Part II, Form 990 , S C h e d u I e I (a) Name and address organIzatIon or government G rants (b) EIN of an dOht er Assistance (c) IRC Code section 1f applicable 13-0659550 EDISON ELECTRIC INSTITUTE INC to G overnments (d) Amount of cash grant an dO raamzat1ons (e) A mount of noncash assistance mt h e Unite dS tates (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance ACCF - Center for Policy Research! 7 50 K Street Washington, DC 20006 52-1091172 501(c)(3) 15,000 PROGRAM SUPPORT American Leg1slat1ve Exchange Counc1I11290 20th Street Washington, DC 20036 52-0140979 501(c)(3) 10,000 PROGRAM SUPPORT Annapolis Center410 Rowe Blvd A nnapol1s, MD 21401 52-1759134 501(c)(3) 20,000 PROGRAM SUPPORT Aspen Inst1tutePO Queenstown, MD Box 222 21658 84-0399006 501(c)(3) 10,000 PROGRAM SUPPORT Atlanta H ab1tat for H umanIty 519 Memorial Dr Atlanta,GA 30312 58-1535414 501(c)(3) 5,000 CO RPO RATE RESPONSIBILITY 22-3845239 501(c)(3) 5,000 EVENT SPONSORSHIP Building and Construction Trade Department C on fe re n c e 8 1 5 1 6 th St Washington, DC 20006 53-0025755 501(c)(5) 5,000 EVENT SPONSORSHIP Center for Energy Workforce Development701 Penn Ave Washington, DC 20004 20-4504014 501(c)(3) Committee for a Constructive TomorrowPO Box 65722 Washington, DC 20035 52-1462893 501(c)(3) Congress Iona I Base ba II Game - Washington Literacy Counc1I1918 18th St Washington, DC 20009 52-6063003 501(c)(3) Banneker Institute ProJect Catalyst1661 Park Road Washington, DC 20010 of 105,000 PROGRAM SUPPORT 8,000 PROGRAM SUPPORT 5,000 CO RPO RATE RESPONSIBILITY Form 990 , S C h e d u I e I (a) Name and address organIzatIon or government of Part II, G rants (b) EIN an dOht er Assistance (c) IRC Code section 1f applicable to G overnments (d) A mount of cash grant an dO raamzat1ons (e) A mount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) mt h e Unite dS tates (g) Description non-cash assistance of (h) Purpose of grant or assistance Congress 1onal Black Caucus Foundat1on700 7th St Washington, DC 20024 52-1160561 501(c)(3) 10,000 EVENT SPONSORSHIP Congress 1onal Black Caucus Inst1tute227 Massachusetts Ave Washington, DC 20002 52-1160561 501(c)(4) 10,000 EVENT SPONSORSHIP Democratic Governors' A s soc Iat Ion 14 0 1 K Street Washington, DC 20005 52-1304889 Section 25,000 CO RPO RATE CONTRIBUTION Democratic Counc1I600 Washington, 52-1384530 501(c)(4) 25,000 CO RPO RATE SUPPORT Electrical Safety Foundation International 1300 N 17th St Rosslyn, VA 22209 52-1892239 501(c)(3) 5,000 PROGRAM First Tee2020 Penn Ave Washington, DC 20006 52-2195691 501(c)(3) 5,000 CO RPO RATE RESPONSIBILITY Foundation DuchenePO Alexandria, 71-0874241 501(c)(3) 5,000 CO RPO RATE RESPONSIBILITY Global Energy and Environment In1t1at1ve Johns Hopkins U nIversIty 1717 Mass Ave Washington, DC 22036 52-0595110 501(c)(3) 5,000 PROGRAM Lea de rs hip C onfe re nc e on C1v1I R1ghts1629 K St Washington, DC 20006 23-7026895 501(c)(3) 5,000 CO RPO RATE SUPPORT 54-1645953 M 1ch1gan State Society 1320 0 Id Chain Bridge Rd McleanVA,VA 22101 501(c)(4) 5,000 EVENT SPONSORSHIP Leadership Penn Ave DC 20003 to Eradicate Box 2371 VA 22301 527 SUPPORT SUPPORT Form 990 , S C h e d u I e I (a) Name and address organIzatIon or government of Part II, G rants (b) EIN an dOht er Assistance (c) IRC Code section 1f applicable to G overnments (d) A mount of cash grant an dO raamzat1ons (e) A mount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) mt h e Unite dS tates (g) Description of non-cash assistance (h) Purpose of grant or assistance M 1dwes t Energy Effie Ie nc y All1ance645 North M1ch1ganAve Chicago, IL 60611 36-4352022 501(c)(3) 5,000 CO RPO RATE SUPPORT M 1dwestern Leg1slat1ve Conference701 East 22nd Street Lombard, IL 60148 36-6000818 501(c)(3) 5,000 EVENT SPONSORSHIP National Assoc1at1on of Latino Elected O ff1c1als 1122 WWash1ngton Blvd Los Angeles, CA 90015 52-1212849 501(c)(3) 5,000 EVENT SPONSORSHIP National Assoc1at1on of Latino Elected O ff1c1als 112 3 W Was h1ngton Blvd Los Angeles, CA 90015 52-1212849 501(c)(3) 20,000 EVENT SPONSORSHIP National Conference BI a c k M a yo rs 1 0 1 Marietta St Atlanta,GA 30303 of 23-7407671 501(c)(3) 5,000 CO RPO RATE SUPPORT National Conference BI a c k M a yo rs 1 0 2 Marietta St Atlanta,GA 30303 of 23-7407671 501(c)(3) 10,000 EVENT SPONSORSHIP National Fuel Funds Network1010 Vermont Ave Washington, DC 20005 52-1559709 501(c)(3) 5,000 National H1span1c Caucus of State Legislators PO Box 11910 Lexington, KY 40578 84-1168319 501(c)(3) 25,000 EVENT SPONSORSHIP National H1span1c Environmental Council 106 N Fayette St Alexandria, VA 22314 54-1951323 501(c)(3) 15,000 PROGRAM SUPPORT National LAMPAC701 Pennsylvania Ave NW Washington, DC 20004 26-2620296 501(c)(6) 40,332 PROGRAM SUPPORT 56,374 Actual Cost In- k Ind Pay ro 11 Expenses Program Support Form 990 , S C h e d u I e I (a) Name and address organIzatIon or government of Part II, (b) EIN G rants an dOht er Assistance (c)IRC Code section 1f applicable to G overnments (d) A mount of cash grant an dO raamzat1ons (e) A mount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) mt h e Unite dS tates (g) Description non-cash assistance of (h) Purpose of grant or assistance 53-0237585 National Multiple Sclerosis Soc1ety1800 M Street Washington, DC 22036 501(c)(3) 5,000 CO RPO RATE RESPONSIBILITY National O rganIzatIon of Black County Officials 440 1st St wash1ngton, DC 20001 33-0031000 501(c)(3) 5,000 CO RPO RATE SUPPORT NCSL Foundation for State7700 East First DENVER, CO 80230 74-2232576 501(c)(3) 7,500 EVENT SPONSORSHIP New Mexico State Soc1etyPO Box 4029 Washington, DC 20044 52-1907322 501(c)(4) 5,000 EVENT SPONSORSHIP PHI Community Foundat1on701 N 1nth St Washington, DC 20068 51-0367729 501(c)(3) 5,000 CO RPO RATE RESPONSIBILITY Republican Mayors & Lo ca I O ffl c Ia Is 4 1 2 FI rs t Street Washington, DC 20003 52-1976233 Section Southern Leg1slat1ve Conference - The Council of State Governments PO Box98129 A Tlanta, GA 30359 36-6000818 Charities The Children's 3000 K St Washington, DC 20007 The Hastert Center Wheaton CollegePO 446 Batavia, IL 60510 Pl at Box The Keystone Center 1628 Saints John Rd Keystone, CO 80435 527 10,000 EVENT SPONSORSHIP 501(c)(3) 5,000 EVENT SPONSORSHIP 52-1907059 501(c)(3) 7,500 CO RPO RATE RESPONSIBILITY 36-2182171 501(c)(3) 5,000 EVENT SPONSORSHIP 84-0688506 501(c)(3) 20,000 EVENT SPONSORSHIP Form 990 , S C h e d u I e I (a) Name and address organIzatIon or government of Part II, (b) EIN G rants an dOht er Assistance (c) IRC Code section 1f applicable to G overnments (d) A mount of cash grant an dO raamzat1ons (e) A mount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) mt h e Unite dS tates (g) Description of non-cash assistance (h) Purpose of grant or assistance The Salvation A rmy2626 Penn Ave Washington, DC 20037 58-0660607 501(c)(3) 5,000 Third Way1025 Conn Ave Washington, DC 20036 20-1734070 501(c)(4) 25,000 PROGRAM US Navy Memorial Foundat1on701 Penn Ave Washington, DC 20004 52-1104476 501(c)(3) 20,000 EVENT SPONSORSHIP Western Governors' Assoc1at1on1600 Broadway DENVER, CO 80202 84-0747227 501(c)(3) 5,000 EVENT SPONSORSHIP Women In Government 1319FSt Washington, DC 20004 54-1527192 501(c)(3) 10,000 EVENT SPONSORSHIP CO RPO RATE RESPONSIBILITY SUPPORT efile GRAPHIC rint - DO NOT PROCESS Schedule J As Filed Data - DLN:93493320018059 0MB Compensation Information (Form 990) For certain Officers, Name of the organization EDISON ELECTRIC INSTITUTE INC 1545-0047 2008 Directors, Trustees, Key Employees, and Highest Compensated Employees ~ Attach to Form 990. To be completed by organizations that answered "Yes" to Form 990, Part IV, line 23. De pa rtme nt of the Treasury Internal Revenue Se rv 1ce No Open to Public Inspection Employer identification number 13-0659550 uestions Re Yes la Check the approp1ate box(es) 1fthe organ1zat1on provided any of the following to or for a person listed 1n Form 990, Part VII, Section A, line la Complete Part III to provide any relevant 1nformat1on regarding these items 1 F 1 I b 2 First class Travel or charter 1 I F I travel for companions Tax 1demn1f1cat1on and gross-up D1scret1onary spending payments account Housing allowance Payments Health or social Personal 4 Independent Form 990 During F F F committee compensation of other consultant organ1zat1ons the year, did any person listed 1n Form 990, Part VII, a Receive b Part1c1pate 1n, or receive payment from, a supplemental c Part1c1pate 1n, or receive payment from, an equity-based If "Yes" a severance to any of lines 501(c)(3) 5 payment 4a-c, and 501(c)(4) or change of control 11st the persons The organ1zat1on? b Any related If "Yes," 6 organizations Written payment or reimbursement to explain the compensation employment chef) or Approval Section b Any related committee A, line la 4a retirement the applicable plan? 4b arrangement? amounts No Yes 4c No for each item 1n Part III lines 5-8. did the organ1zat1on pay or accrue any Sb 1n Part III A, line la, did the organ1zat1on pay or accrue any 6a organ1zat1on? 6b to line 6a or 6b, describe 1n Part III 7 For persons listed 1n form 990, Part VII, Section A, line la, 1n lines 5 and 6? If "Yes," describe payments not described 8 Were any amounts reported 1n Form 990, Part VII, paid or accured described 1n Regs section subJect to the 1n1t1al contract exception 1n Part III For Privacy Act and Pa erwork Yes Sa to line Sa or Sb, describe The organ1zat1on? 2 or study organ1zat1on? a Yes of the by the board or compensation compensation A, line la, lb contract C ompe ns at1on survey nonqual1f1ed only must complete For persons listed 1n form 990, Part VII, Section compensation contingent on the net earnings of If "Yes," (e g, maid, chauffeur, payment? and provide For persons listed 1n form 990, Part VII, Section compensation contingent on the revenues of a use residence substant1at1on prior to re1mburs1ng or allowing expenses incurred by all and the CEO/Executive Director, regarding the items checked 1n line la? Indicate which, 1f any, of the following the organ1zat1on uses to establish organ1zat1on's CEO/Executive Director Check all that apply Compensation for personal use of personal club dues or 1n1t1at1on fees services did the organ1zat1on follow a written policy regarding described above? If "No," complete Part III prov1s1on of all the expenses F F F or residence for business If line la 1s checked, Did the organ1zat1on require officers, directors, trustees, 3 No Reduction Act Notice, see these did the organ1zat1on 1n Part III arate provide any non-fixed 7 pursuant to a contract that was 53 4958-4(a)(3)? If "Yes," describe 8 instructions. Cat No 50053T Schedule J (Form 990) 2008 Schedule lffl••i J (Form 990) 2008 Officers, Page Directors, Trustees, Key Employees, and Highest Compensated For each 1nd1v1dual whose compensation must be reported In Schedule J, report compensation InstructIons on row (11) Do not 11st any 1nd1v1duals that are not listed on Form 990, Part VII Note. The sum of columns (8)(1)-(111) must (A) Name equal the applicable (B) Breakdown (i) Base compensation See Add1t1onal Data Table column ofW-2 and/or (D) or column 1099-MISC (ii) Bonus & incentive compensation Employees. from the organIzatIon (E) amounts compensation (iii) Other compensation on Form 990, on row (1) and from related Part VII, (C) Deferred compensation 2 Use Schedule J-1 1f add1t1onal space needed. organIzatIons described In the line la (D) Nontaxable be nef1ts (E) Total of columns (B)(1)-(D) (F) Compensation reported in prior Form 990 or Form 990-EZ (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) Schedule J (Form 990) 2008 Schedule J (Form 990) lffl•O• Complete Supplemental this See Add1t1onal I Identifier 2008 part to provide Page 3 Information the 1nformat1on, explanation, or descriptions required for Part I, lines la, 1 b, 4c, Sa, Sb, 6a, 6b, 7, and 8 Also complete this part for any add1t1onal 1nformat1on Data Table Return Reference Explanation I Part I, Line 1 a PART 1, QUESTION 1A - TRAVEL FOR COMPANIONS MARSAHALL BRIER $543 INCLUDED IN INCOME EDWIN ANTHONY $57 INCLUDED JOHN EASTON $1,220 INCLUDED IN INCOME PART I, QUESTION 1A - HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES THOMAS INCLUDED IN INCOME MARSHALL BRIER $530 INCLUDED IN INCOME RICHARD MCMAHON $851 INCLUDED IN INCOME Part I, Line 4a IN INCOME KUHN $1,340 Part I, Line 4b Thomas R Kuhn $899,651 David K Owens $20,844 Lynn H LeMaster$15,958 Edwin R Anthony $4,720 Marshall Brier$9,859 Edward H Comer $9,345 John J Easton $6,591 Mary D M 1ller $7,300 Patric D O 'Kelley $6,930 Q u1nlan Shea $1,980 Kathryn Steckelberg $4,585 James Fama $6,663 Richard McMahon $1,980 Dianne Munns $3,163 W1ll1am Mccollam (retiree) $121,742 Schedule J (Form 990) 2008 Additional Data Return to Form Software Software ID: Version: EIN: Name: F orm 990 , S C h e d ueI J,, Par t II (A) Name 13-0659550 EDISON ELECTRIC INSTITUTE INC - Off"1cers, o·1rec t ors, T rus t ees, (B) Breakdown ofW-2 and/or K ev E mp ovees, 1099-MISC (ii) Bonus & 1ncent1ve compensation (i) Base Compensation an d H"1gh es t Compensa t e d E mp ovees (C) Deferred compensation compensation (D) Nontaxable be nef1ts (E) Total of columns (B)(1)-(D) (iii) 0 ther compensation THOMASRKUHN (1) (11) 547,823 346,500 883,551 751,811 20,271 DAVID (1) (11) 355,841 527,070 24,261 60,139 8,109 975,420 LYNN H LEMASTER (1) (11) 293,865 210,000 22,871 53,659 14,916 595,311 EDWIN (1) (11) 174,903 58,000 24,424 42,620 11,321 311,268 (1) (11) 276,364 143,600 31,832 47,539 12,682 512,017 (1) (11) 255,185 89,000 9,842 48,500 20,192 422,719 JOHNJEASTON (1) (11) 192,723 66,000 31,988 44,240 13,826 348,777 MARY D MILLER (1) (11) 186,735 67,000 24,131 43,760 12,829 334,455 PATRIC (1) (11) 174,330 59,000 26,397 42,560 7,153 309,440 (1) (11) 182,150 63,000 20,692 42,920 12,214 320,976 (1) (11) 207,590 63,000 1,193 43,460 8,610 323,853 (1) (11) 179,365 62,470 22,928 43,188 19,642 327,593 (1) (11) 179,750 63,000 15,639 42,920 19,355 320,664 (1) (11) 150,067 57,750 19,717 11,966 6,305 245,805 (1) (11) 178,565 9,000 15,700 33,367 2,892 239,524 12,467 134,209 16,826 112,826 K OWENS R ANT HO NY MARSHALL EDWARD BRIER H COMER D O'KELLEY QUINLAN SHEA KATHRYN STECKELBERG JAMES FAMA RICHARD DIANNE MCMAHON MUNNS M SADEGH WILLIAM JR WALKER ~1 RAZEGHI MCCOLLAM NOLAN Complete Identifier (1) (11) Supplemental .. a11 this (1) (11) part to provide Return Reference 121,742 96,000 (F) Compensation reported in prior Form 990 or Form 990-EZ 2,549,956 Information the 1nformat1on, explanation, or descriptions required for Part I, lines la, 1 b, 4c, Sa, Sb, 6a, 6b, 7, and 8 Also complete this part for any add1t1onal 1nformat1on Explanation Part I, Line 1 a PART 1, QUESTION 1A - TRAVEL FOR COMPANIONS MARSAHALL BRIER $543 INCLUDED IN INCOME EDWIN ANTHONY $57 INCLUDED JOHN EASTON $1,220 INCLUDED IN INCOME PART I, QUESTION 1A - HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES THOMAS INCLUDED IN INCOME MARSHALL BRIER $530 INCLUDED IN INCOME RICHARD MCMAHON $851 INCLUDED IN INCOME Part I, Line 4a IN INCOME KUHN $1,340 Part I, Line 4b Thomas R Kuhn $899,651 David K Owens $20,844 Lynn H LeMaster$15,958 Edwin R Anthony $4,720 Marshall Brier$9,859 Edward H Comer $9,345 John J Easton $6,591 Mary D M 1ller $7,300 Patric D O 'Kelley $6,930 Q u1nlan Shea $1,980 Kathryn Steckelberg $4,585 James Fama $6,663 Richard McMahon $1,980 Dianne Munns $3,163 W1ll1am Mccollam (retiree) $121,742 efile GRAPHIC rint - DO NOT PROCESS Schedule L As Filed Data - DLN:93493320018059 0MB Transactions with Interested Persons (Form 990 or 990-EZ) Name of the organization EDISON ELECTRIC INSTITUTE INC 1545-0047 2008 ~ Attach to Form 990 or Form 990-EZ. To be completed by organizations that answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V lines 38b or 40b. ~ De pa rtme nt of the Treasury Internal Revenue Se rv Ic e No Open to Public Inspection Employer identification number 13-0659550 Excess Benefit Transactions To be completed Enter the amount section 4958 • lffi••• 3 that answered "Yes" (a) Na me of d Is qua l1f1ed person 1 2 by organIzatIons (section 501(c)(3) Enter the amount of tax imposed on the organIzatIon Loans to and/or (a) Name of interested purpose From Interested by organIzatIons person and that or d1squal1f1ed persons (c) Corrected? of transaction during Yes No the year under ,... $ ,... $ by the organIzatIon. Persons answered "Yes" (b) Loan to or from the organ1zat1on? To THOMAS KUHN SPLIT DOLLAR LIFE INSURANCE POLICY WITH CEO (b) Description managers reimbursed only). on Form 9 90, Part IV, line 2 5 a or 2 5 b, or Form 9 90- EZ, Part V, line 4 0 b I of tax, 1f any, on line 2, above, To be completed and section 501 (c)(4) organizations on Form 9 90, Part IV, line 26, or Form 9 90- EZ, Part V, line 3 Sa (c)O rig1nal principal amount (d)Balance due (e) In default? Yes From X 0 ,... $ Total 351,557 (f) Approved by board or committee? No Yes No Yes No (g)Written agreement? Yes No Yes 351,557 1:r.111••••Grants or Assistance Benefitting Interested Persons To b e compete db 1voraan1zat1ons t h at answere d II Yes on Form 990 Part IV (a) Name of interested •:r., ........ person (b)Relat1onsh1p between interested and the organIzatIon person ine 2 7. (c)A mount of grant or type of assistance Business Transactions Involving Interested Persons To be completed by organ1zat1ons that answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c. (a) Name of interested For Paperwork Reduction person (b) Relat1onsh1p between interested person and the organIzatIon Act Notice, see the Int ructions for Form 990 (c) A mount transaction of (d) Description of transaction (e) Sharing of organ1zat1on's revenues? Yes Cat No 50056A I Schedule L (Form 990 or 990-EZ) No 2008 efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN:93493320018059 0MB SCHEDULE 0 Supplemental Information to Form 990 (Form 990) No 1545-0047 2008 ~ Attach to Form 990. To be completed by organizations to provide additional information for De pa rtme nt of the Open to Public responses to specific questions for the Form 990 or to provide any additional information. Treasury Inspection Internal Revenue Se rv 1c e Name of the organization Employer identification number EDISON ELECTRIC INSTITUTE INC 13-0659550 Return Reference Identifier Form 990, Part Ill, line 4d Explanation EEl'S OTHER PROGRAM SERVICES INCLUDE MEMBER OPERATIONS (NATIONAL ACCOUNTS, MARKET RESEARCH, SECURITY PROGRAMS, AND BENCHMARKING), HUMAN RESOURCES (LABOR RELATIONS, OSHA, SUPPLIER DIVERSITY, AND PENSION ISSUES), ENERGY EFFICIENCY/STANDARDS (EFFICIENCY PROGRAMS, LIHEAP, DOMESTIC/INTERNATIONAL STANDARDS, ELECTRIC VEHICLES, AND SMART GRID), AND MEMBER SERVICES Other Program Services Return Reference Identifier Explanation THE BOARD OF DIRECTORS DESIGNATED FROM ITS OWN MEMBERSHIP, AN EXECUTIVE COMMITIEE OF 15 MEMBERS INCLUDING THE CHAIRMAN AND VICE CHAIRMAN TO THE END THAT THERE ARE AT LEAST THREE DIRECTORS FROM EACH OF THE THREE CLASSES OF DIRECTORS THE EXECUTIVE COMMITIEE MAY EXERCISE ALL THE POWERS OF THE FULL BOARD BETWEEN MEETINGS EXCEPT ( 1) APPROVAL OR RECOMMENDATION TO MEMBERS OF ACTION THAT IS REQUIRED TO BE APPROVED BY MEMBERS UNDER STATUTE, (2) THE FILLING OF VACANCIES IN THE BOARD OF DIRECTORS OR IN ANY COMMITIEE THEREOF, (3) THE FIXING OF COMPENSATION OF THE DIRECTORS FOR SERVICE ON THE BOA RD OR ON A NY COMMITIEE THEREOF, ( 4) THE AMENDMENT OR REPEAL OF THE BYLAWS OR THE ADOPTION OF NEW BYLAWS, AND (5) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD WHICH BY ITS TERMS SHALL NOT BE AMENDABLE OR REPEALABLE AND AS OTHERWISE REQUIRED BY RESOLUTION OF THE FULL BOARD Form 990, Part VI, Section A, line 1 Return Reference Identifier Form 990, Part VI, Section A, line 4 THE BOARD APPROVED A CHANGE TO ITS ORGANIZATIONAL EXECUTIVE COMMITIEE FROM 12 TO 15 MEMBERS Return Reference Identifier Explanation Return Reference Identifier Identifier Return Reference Form 990, Part VI, Section A, line 7b Return Reference Identifier Form 990, Part VI, Section A, line 10 Return Reference Explanation THE MEMBERSHIP OF THE ORGANIZATION DOES APPROVE BYLAW AMENDMENTS Explanation EEl'S FORM 990 IS 46 PAGES LONG AND EEi HAS 56 BOARD MEMBERS, ACCORDINGLY, THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S FIRST VICE CHAIR/BUDGET CHAIR IN ADVANCE OF FILING THE RETURN EEl'S FIRST VICE CHAIR REPORTS HIS FINDINGS TO THE BOARD Explanation The organIzatIon has written Conflict of Interest Policies for all Officers, Directors, and Key Employees EEi's Code of Business Conduct has been distributed to all employees and Is on the organ1zat1on's Intranet site This document includes, In part, EEi's Core Values, Operating Principles, Conflict of Interest Polley and Wh1stleblower Polley, w h1ch includes a conf1dent1al 800 telephone number Periodic reminders are given EEi has aw ritten Director's Conflict of Interest policy, applicable to all members of its Board of Directors, w h1ch was formally adopted by the organ1zat1on's Board Periodic reminders are given The organIzatIon also has a Corporate Compliance Officer, a policy and procedure for reporting v1olat1ons of the Code of Business Conduct as well as concerns about the use of EEi's Corporate resources and f1nanc1al reporting and a Vendor Code of Conduct Polley There has not been a v1olat1on of the Conflict of Interest Pollc1es, although we stand ready to enforce the policies In appropriate circumstances Form 990, Part VI, Section B, line 12c Form 990, Part VI, Section B, line 15 Explanation THE DIRECTORS A RE ELECTED AT THE ANNUAL MEETING BY VOTING CLASS MEMBERS OF THE ORGANIZATION EITHER IN-PERSON OR BY PROXY THERE ARE THREE CLASSES AMONG THE DIRECTORS SO THAT ELECTION AT THE ANNUAL MEETING IN ANY GIVEN YEAR CONSTITUTES APPROXIMATELY ONETHIRD OF THE MEMBERSHIP OF THE BOARD Form 990, Part VI, Section A, line 7a Identifier DOCUMENTS TO EXPAND THE THE ORGANIZATION HAS THREE VOTING CLASSES OF MEMBERSHIP OPERA TING COMPANY MEMBERS INVESTOR-OWNED OPERA TING ELECTRIC CORORA TIONS ENGAGED IN THE GENERATION, TRANSMISSION, OR DISTRIBUTION OF ELECTRICTY TO THE PUBLIC IN THE US OR ITS POSSESSIONS EEl'S US SHAREHOLDER-OWNED ELECTRIC COMPANY MEMBERS SERVE 95% OF THE ULTIMATE CUSTOMERS IN THIS SEGMENT OF THE INDUSTRY AND REPRESENT APPROXIMATELY 70% OF THE US ELECTRIC POWER INDUSTRY HOLDING COMPANY MEMBERS - BEING CORPORATIONS IN THE US OR ITS POSSESSIONS WHICH BY VIRTUE OF OWNERSHIP OF SECURITIES IN INVESTOR-OWNED CORPORATIONS ARE INTERESTED IN ADVANCING THE BUSINESS OF OPERA TING ELECTRICAL COMPANIES IN RELATION TO THE SALE OF ELECTRICITY TO THE ULTIMATE CONSUMER SUBSIDIARY COMPANY MEMBERS - BEING SUBSIDIARY COMPANIES OF OPERA TING COMPANY OR HOLDING COMPANY MEMBERS, SHALL BE ELIGIBLE FOR SEPARATE MEMBERSHIP PARTICIPATION ON STANDING COMMITIEES AND IN OTHER ACTIVITIES OF THE ORGANIZATION SHALL BE DEFINED BY AND DETERMINED FROM TIME TO TIME BY THE BOARD THE ORGANIZATION HAS THREE NON-VOTING CLASSES OF MEMBERSHIP INTERNATIONAL AFFILIATES EEl'S INTERNATIONAL AFFILIATES PROGRAM PROV IDES THE CRITICAL LINK THAT BRINGS TOGETHER ELECTRIC COMPANIES AROUND THE WORLD WITH THE US ELECTRIC POWER INDUSTRY THIS SPECIAL PROGRAM OFFERS ELECTRIC COMPANIES OUTSIDE THE US THE OPPORTUNITY TO BECOME EEi MEMBERS REGARDLESS OF THEIR OWNERSHIP FORM THROUGH ITS EXPANDED INTERNATIONAL INVOLVEMENT, EEi BROADENS THE VALUE OF SHARED EXPERTISE AND EXPERIENCE ON ISSUES OF CONCERN AND INTEREST TO ELECTRIC COMPANIES AROUND THE WORLD ASSOCIATES - EEi ASSOCIATE MEMBERSHIP IS DESIGNED FOR FIRMS THAT HA VE AN INTEREST IN ADVANCING THE DEVELOPMENT OF THE ELECTRIC POWER INDUSTRY THESE FIRMS MAY PROVIDE GOODS AND SERVICES TO THE INDUSTRY, BUT MAY NOT BE ENGAGED IN THE GENERATION, TRANSMISSION, DISTRIBUTION, BROKERAGE, OR SALE OF ELECTRICITY ASSOCIATE MEMBERSHIP HELPS FIRMS TO BETTER KNOW AND UNDERSTAND THE INDUSTRY, THE PEOPLE, AND THE ISSUES HONORARY MEMBERS - MEMBERS WHO, ON ACCOUNT OF THEIR STANDING OR QUALIFICATIONS, IN THE OPINION OF THE BOARD AND BY ITS ELECTION, ARE ENTITLED TO SUCH HONOR Form 990, Part VI, Section A, line 6 Identifier Explanation Return Reference Explanation THE COMPENSATION OF THE ORGANIZATION'S CEO IS BASED ON RESULTS FROM COMPENSATION SURVEYS AND A REVIEW BY AN INDEPENDENT CONSUL TANT ON AN ANNUAL BASIS THE CEO'S COMPENSATION IS REVIEWED BY THE ORGANIZATION'S COMPENSATION COMMITIEEANDAPPROVED BY THE BOARD THE CEO HAS A WRITIEN EMPLOYMENT CONTRACT THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS BASED ON RESULTS FROM COMPENSATION SURVEYS AND A REVIEW BY AN INDEPENDENT COMPENSATION CONSUL TANT ON AN ANNUAL BASIS OFFICER COMPENSATION IS REVIEWED BY THE ORGANIZATION'S COMPENSATION COMMITIEEAND APPROVED BY THE EXECUTIVE COMMITIEE Return Reference Identifier THE ORGANIZATION'S ARTICLES OF INCORPORATION A RE A PUBLIC DOCUMENT A ND A RE AV A ILA BLE ON THE VIRGINIA SECRETARY OF STA TE WEB SITE THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC, HOWEVER THE BALANCE SHEET AND INCOME STATEMENT CAN BE FOUND ON THE FORM 990 WHICH IS MADEAVAILABLETO THE PUBLIC ON VARIOUS WEB SITES AND UPON REQUEST Form 990, Part VI, Section C, line 19 Identifier FORM 990, PART VII For Paperwork Explanation Return Reference EXPLANATION FOR HOURS WORKED Reduction Explanation THOMAS R KUHN DEVOTES APPROXIMATELY 48 HOURS PER WEEK AS FOLLOWS EDISON ELECTRIC INSTITUTE, INC 45 HOURS CENTER FOR WORKFORCE DEVELOPMENT 1 HOUR NATIONAL LAMPAC 1 HOUR THOMAS ALVA EDISON FOUNDATION 1 HOUR J BRUCE BROWN DEVOTES APPROXIMATELY 48 HOURS PER WEEK AS FOLLOWS EDISON ELECTRIC INSTITUTE, INC 45 HOURS CENTER FOR WORKFORCE DEVELOPMENT 1 HOUR NATIONAL LAMPAC 1 HOUR THOMAS ALVA EDISON FOUNDATION 1 HOUR PATRIC D O'KELLEY DEVOTES APPROXIMATELY 48 HOURS PER WEEK AS FOLLOWS EDISON ELECTRIC INSTITUTE, INC 45 HOURS CENTER FOR WORKFORCE DEVELOPMENT 1 HOUR NATIONAL LAMPAC 1 HOUR THOMAS ALVA EDISON FOUNDATION 1 HOUR MARY D MILLER DEVOTES APPROXIMATELY 48 HOURS PER WEEK AS FOLLOWS EDISON ELECTRIC INSTITUTE, INC 45 HOURS CENTER FOR WORKFORCE DEVELOPMENT 1 HOUR EDISON ELECTRIC INSTITUTE, INC VEBA 1 HOUR NATIONAL LAMPAC 1 HOUR Act Notice, see the Instructions for Form 990. Cat No 510 5 6 K Schedule O (Form 990) 2008 efile GRAPHIC rint - DO NOT PROCESS DLN:93493320018059 As Filed Data - SCHEDULER (Form 990) 0MB Related Organizations and Unrelated Partnerships ~ Attach to Form 990. To be completed Department of the Treasury Internal Revenue Service Employer identification 1545-0047 2008 by organizations that answerd "Yes" to Form 990, Part IV, lines 33, 34, 35, 36, or 37. ~ See separate instructions. Name of the organization No Open to Public Inspection number EDISON ELECTRIC INSTITUTE INC 13-0659550 Mihil• Identification of Disregarded Entities (A) (B) (C) (D) Name, address, and EIN of disregarded entity Primary actIvIty Legal dom1c1le (state or fore1g n country) Total income .. . •:F-Ti••• Ident1f1cat1on of Related Tax-Exempt (E) End-of-year assets (F) Direct controlling entity Organizations (A) (B) (C) (D) Name, address, and EIN of related organization Primary actIvIty Legal dom1c1le (state or fore1g n country) Exempt Code section (E) Public charity status (1f section 501(c)(3)) (F) Direct controlling entity THOMAS ALVA EDISON FOUNDATION 701 PENNSYLVANIAAVE NW WASHINGTON, DC20004 52-2106274 SCIENTIFIC/ EDUCATION DC 501(C)(3) N/A N/A EDUCATION DE 501(C)(3) N/A N/A CENTER FOR ENERGY WORKFORCE DEVELOPMENT 701 PENNSYLVANIAAVE NW WASHINGTON, DC20004 20-4504014 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50135Y Schedule R (Form 990) 2008 Schedule iihilhl R (Form 990) 2008 Identification Page of Related Organizations Taxable as a Partnership (C) (A) (B) Name, address, and EIN of related organ1zat1on Primary act1v1ty Legal dom1c1le (state or foreign country) (D) Direct controlling entity (E) Predominant income( related, investment, unrelated) (F) Share of total income (G) Share of end-ofyear assets (H) (I) D1sproprt1onate Code V-UBI amount allocations? on Box 20 of K-1 Yes lffild Identification of Related Organizations Taxable 2 as a Corporation No (J) General or managing partner? Yes No or Trust (A) (B) (C) (D) Name, address, and EIN of related organization Primary act1v1ty Legal dom1c1le (state or foreign country) Direct controlling entity (E) Type of entity ( C corp, S corp, or trust) (F) Sha re of tota I income (G) Share of end-of-year assets (H) Percentage ownership Schedule R (Form 990) 2008 Schedule R (Form 990) •ihil!M Page Transactions Note. Complete 1 During 2008 with Related line 1 1f any entity a Receipt of (i) interest b Gift, grant, C Gift, grant, d Loans contribution or capital f Sale of assets to other Purchase of assets h Exchange of assets by other II, III 1n any of the following from other to other j Lease offac1l1t1es, equipment, or other assets from other k Performance of services or membership of services or membership m Sharing offac1l1t1es, n Sharing of paid employees 0 Reimbursement 0 ther transfer r 0 ther transfer 2 If the answer equipment, paid to other paid by other of cash of cash entity organ1zat1on(s) assets or fundra1s1ng or fundra1s1ng ma1l1ng lists, or other organ1zat1on(s) organ1zat1on(s) sol1c1tat1ons sol1c1tat1ons for other by other organ1zat1on(s) organ1zat1on(s) assets la No lb No le No 1d No le No 1f No lg No 1h No li No lj No 1k No 11 No 1m No 1n organ1zat1on organ1zat1on or property or property to any of the above to other 1s "Yes," Yes for expenses lo for expenses lp Yes organ1zat1on(s) lq Yes from other (A) Name of other orgarnzat1on(s) (1) THOMASALVA EDISON FOUNDATION (2) THOMASALVA EDISON FOUNDATION (3) THOMASALVA EDISON FOUNDATION (4) CENTER FOR ENERGYWORKFORCEDEVELOPMENT (5) CENTER FOR ENERGYWORKFORCEDEVELOPMENT No lr organ1zat1on(s) see the 1nstruct1ons for 1nformat1on on who must complete this line, 1nclud1ng covered (B) Transaction type(a-r) No II-IV? organ1zat1on(s) or other q 1n Parts organ1zat1on(s) equipment, Reimbursement listed organ1zat1on(s) offac1l1t1es, p organ1zat1ons organ1zat1on(s) Lease Performance with one or more related transactions (iv) rent from a controlled i I Yes or IV organ1zat1on(s) from other to or for other or loan guarantees g engage to other contribution or loan guarantees Loans 1n Parts (ii) annu1t1es (iii) royalties or capital e Organizations 1s listed the tax year, did the orgran1zat1on 3 relat1onsh1ps and transaction No thresholds (C) Amount Involved N 192,446 p 62,177 Q 1,121,760 p 39,926 Q 57,190 (6) Schedule R (Form 990) 2008 Schedule R (Form lihil!JI 990) 2008 Unrelated Organizations Page Taxable as a Partnership Provide the following 1nformat1on for each entity taxed as a partnership or gross revenue) that was not a related organIzatIon See InstructIons through which the organIzatIon regarding exclusion for certain (C) (A) Name, address, and EIN of entity (B) Primary actIvIty 4 Legal dom1c1le (state or foreign country) conducted investment (D) (E) Share of end-of-year assets Are all partners section 501(c)(3) orgarnzatIons7 Yes more than five percent partnerships No of its actIvItIes (F) DIsproprtIonate allocat1ons7 Yes (measured by total (G) Code V-UBI amount on Box 20 of K-1 No assets (H) General or managing partner? Yes No Schedule R (Form 990) 2008