efile

GRAPHIC

rint - DO NOT PROCESS

Under section 501(c),

',!;I

~The

527, or 4947(a)(1)
of the Internal Revenue Code (except
benefit trust or private foundation)

organ1zat1on may have to use a copy ofth1s

A For the 2012 calendar year, or tax year beginning 01-01-2012
C Name of organ1zat1on
B Check 1fapplicable
EDISONELECTRICINSTITUTEINC
I Addresschange
Doing BusinessAs
I Name change

I
I
I
I

Initial return

DLN:93493312024603

return to satisfy

state

reporting

black lung

2012

requirements

Open to Public
Inspection

D Employer identification

number

13-0659550

E Telephone number
(202)

Amended return

No 1545-0047

, 2012, and ending 12-31-2012

Number and street (or PO box 1fmail 1snot delivered to street address)! Room/suite
701 PENNSYLVANIA
AVENW

Terminated

0MB

Return of Organization Exempt From Income Tax

Form990
Department
of theTreasury
InternalRevenueService

As Filed Data -

508-5000

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

Application pending

G Gross receipts$ 166,849,948

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

I

Tax-exempt status

J

Website:~

1

p-

501(cH3l

WWWEEI

H(a)

H(b)

I

501(c) ( 6) ""Iii(insert no)

4947(a)(l)

1YesP-No

Are all aff1l1ates 1ncluded7

I

Yes

I

No

or 1527

H(c)
Trust I

Is this a group return for
aff1l1ates7

If "No," attach a 11st (see 1nstruct1ons)

ORG

P- Corporation I

K Form of organization

officer

Assoc1at1on
I Other~

Group exemption

number~

M State of legal dom1c1leVA

L Year of fomnat1on 1933

11111

Summary

1

Briefly describe the organ1zat1on's m1ss1on or most s1gn1f1cant act1v1t1es
TO PROVIDE A FORUM FOR THE ELECTRIC UTILITY INDUSTRY

2

Check this box~

3

Numberofvot1ng

4

Number of independent

...

-~
Q

<iS
0
~
,6
~

-l-'

1fthe organ1zat1on d1scont1nued
members

of the governing

voting

members

5 Total

number of 1nd1v1duals employed

1n calendar

~

6

number of volunteers

1f necessary)

Total

b Net unrelated

(estimate

bus I ness revenue
business

taxable

or disposed

of more than 25%

of its net assets

body (Part VI, line la)

of the governing

j

7a Tota I unrelated

its operations

body (Part VI, line 1 b)

year 2012

(Part V, line 2a)

3

68

4

68

5

225

6

from Pa rt VI II, column

(C ), I 1ne 12

income from Form 990-T,

line 34

Contributions

and grants

(Part VIII,

701,997

7b
Prior Year

8

100

7a

-2 50,299

Current Year
0

line 1 h)

0

(])

:::,

9

C

(])

Program

10

::,.
'1•

i:i;::

11

Other

12

Total
12)

13

fil
vi
ii

revenue

(Pa rt VII I, I 1ne 2 g)

(Part VIII,

(Part VIII,

column

column

2,901,153
0

(A), lines 5, 6d, Sc, 9c, 10c, and 1 le)

lines 8 through

11 (must equal Part VIII,

column

and s1m1lar amounts

Benefits

15

Salaries,
5-10)

paid (Part IX, column

paid to or for members
other compensation,

(Part IX, column
employee

1,903,458
0

(A), line 4)

benefits

85,368,962

1,307,394

)

(A), lines 1-3

(Part IX, column

fundra1s1ng fees (Part IX, column

37,606,588
0

(A), line lle)

Other expenses

(Part IX, column

18

Total expenses

Add lines 13-17

19

Revenue

less expenses

Subtract

(A), lines 11 a-11 d, 11 f- 24 e)
(must equal Part IX, column

(A), line 25)

line 18 from line 12

40,404,152

43,263,798

77,454,133

82,773,844

6,548,634

2,595,118

Beginning of Current
Year
20

zi2

,

0

Total fundra1singexpenses (Part IX, column (D), line 25) ~O

17

~:
ct'.-g

0

(A), lines
35,742,587

Professional

0

(A), line

3~

Total

...

assets

21

Total

22

Net assets

(Part X, line 16)

Signature

or fund balances

Subtract

~
~

Paid
Preparer
Use Only

End of Year

101,575,280

108,317,308

85,621,820

94,643,065

15,953,460

13,674,243

l1ab1l1t1es (Part X, line 26)
line 21 from line 20

Block

Under penalties of perJury, I declare that I have examined
my knowledge and belief, 1t 1s true, correct, and complete
preparer has any knowledge

Sign
Here

3,971,588

(A), lines 3, 4, and 7d)

~~
q., ('I:

•:r.1

82,467,809

84,002,767

14

b

revenue

income

revenue-add

Grants

16a

~

service

Investment

80,031,179

this return,
Declaration

1nclud1ng accompanying
schedules and statements,
and to the best of
of preparer (other than officer) 1s based on all 1nformat1on of which

I2013-10-30

******

Signature of officer

Date

JOHN S SCHLENKERTREASURER/CFO
Type or print name and title

IPreparers signature

Print/Type preparer's name
KARENGRIES
F1mn'sname

~

IDate

I

Check
1f
self-emoloved

IP00078514
PTIN

F1mn'sEIN ~ 41-0746749

CLIFTONLARSONALLEN
LLP

Phone no (571) 227-9500

F1mn'saddress~ 4250 N FAIRFAXDRNE SUITE 1020
ARLINGTON,VA 22203

May the IRS discuss

this return with the preparer

shown above7 (see 1nstruct1ons)

For Pa erwork Reduction Act Notice, see the separate

instructions.

Cat

No 11282Y

Form 990 ( 2 0 1 2 )

 Form 9 9 O ( 2 O 1 2 )

Page

i:ifilOI Statement

of Program

Check if Schedule

1

Briefly describe

Service

O contains

2

Accomplishments

a response

to any question

F

1n this Part III

the organ1zat1on's m1ss1on

EDISON ELECTRIC INSTITUTE
INC IS THE ASSOCIATION
OF AMERICA'S
SHAREHOLDER-OWNED
ELECTRIC UTILITIES
THE
INSTITUTE
PROVIDES AUTHORITATIVE
ANALYSIS AND CRITICAL
INDUSTRY DATA TO ITS MEMBERS, CONGRESS, GOVERNMENT
AGENCIES, THE FINANCIAL
COMMUNITY,
AND OTHER INFLUENTIAL
AUDIENCES

2

Did the organ1zat1on undertake
the prior Form 990 or 990-EZ7
If"Yes,"

3

4a

these new services

on Schedule

Did the organ1zat1on cease conducting,
services 7
If"Yes,"

4

describe

any s1gn1f1cant program services

describe

these changes

during the year which were not listed on
Yes

P- No

I

Yes

P- No

O

or make s1gn1f1cant changes

on Schedule

1
1n how 1t conducts,

any program

O

Describe the organ1zat1on's program service accomplishments
for each of its three largest program services, as measured by
expenses
Section 501(c)(3)
and 501(c)(4)
organ1zat1ons are required to report the amount of grants and allocations to others,
the total expenses, and revenue, 1f any, for each program service reported
(Code

) (Expenses$

including grants of$

) (Revenue$

EDISON ELECTRIC INSTITUTE'S (EEI) ENVIRONMENTAL PROGRAM IS COMPRISED OF A HOST OF ACTNITIES INVOLVING AIR QUALITY, GLOBAL CLIMATE, CLEAN
WATER, CLEAN COAL TECHNOLOGIES, NATURAL RESOURCES, AND SITING AND PERMITTING AS THE ASSOCIATION OF SHAREHOLDER-OWNED ELECTRIC UTILITIES,
THESE PROGRAMS AND ACTNITIES RELATE TO THE EXEMPT PURPOSE OF EDISON ELECTRIC INSTITUTE

4b

(Code

) (Expenses$

including grants of$

) (Revenue$

EEI'S ENERGY DELIVERY PROGRAM IS COMPRISED OF A HOST OF ACTNITIES INVOLVING THE FEDERAL ENERGY REGULATORY COMMISSION (FERC) AND THE
NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION (NERC) IT ALSO INCLUDES SECURITY (CYBER AND PHYSICAL), STORM RESILIENCY AND RESPONSE, AND
TRANSMISSION ISSUES AS THE ASSOCIATION OF SHAREHOLDER-OWNED ELECTRIC UTILITIES, THESE PROGRAMS AND ACTNITIES RELATE TO THE EXEMPT
PURPOSE OF EDISON ELECTRIC INSTITUTE

4c

(Code

) (Expenses$

including grants of$

) (Revenue$

EEI'S FINANCE AND TAX PROGRAM IS COMPRISED OF A HOST OF ACTNITIES INVOLVING WALL STREET OUTREACH, TAX ISSUES, FINANCIAL ACCOUNTING
STANDARDS BOARD (FASB) ISSUES, FINANCIAL ACTNITIES AND STUDIES AS THE ASSOCIATION OF SHAREHOLDER-OWNED ELECTRIC UTILITIES, THESE PROGRAMS
AND ACTNITIES RELATE TO THE EXEMPT PURPOSE OF EDISON ELECTRIC INSTITUTE

4d

Other program services

(Describe

(Expenses$
4e

1n Schedule

O )

1nclud1ng grants of$

) (Revenue

$

Total program service expenses~

Form 990(2012)

 Form 9 9 0 ( 2 0 1 2 )

l:r-P••••

Page 3

Checklist

of Required

Schedules
Yes

1

Is the orga n1zat1on described
complete Schedule A

1n section

5 O 1 (c )(3) or 4 9 4 7 (a )(1) (other than a private

Is the organ1zat1on required

Did the organ1zat1on engage 1n direct or 1nd1rect pol1t1cal campaign
ca nd1dates for pub I1c office 7 If "Yes," complete Schedule C, Part I~
election

5

6

7

to complete

Schedule B, Schedule of Contnbutors

2

Section

)7 If "Yes,"

(see 1nstruct1ons)7

2
3

501(c)(3)

organizations.
Did the organ1zat1on engage 1n lobbying act1v1t1es, or have a section
1n effect during the tax year7 If "Yes,"complete Schedule C, Part II

501 (h)

4

Is the organ1zat1on a section 501(c)(4),
501(c)(5),
or 501(c)(6)
organ1zat1on that receives membership dues,
assessments,
or s1m1lar amounts as defined 1n Revenue Procedure 98-197 If "Yes,"complete Schedule C,
Part III~

5

Did the organ1zat1on ma1nta1n any donor advised funds or any s1m1lar funds or accounts for which donors have the
right to provide advice on the d1stribut1on or investment
of amounts 1n such funds or accounts? If "Yes," complete
Schedule D, Part I~

6

Did the organ1zat1on receive or hold a conservation
easement, 1nclud1ng easements to preserve open space,
the environment,
historic land areas, or historic structures 7 If "Yes," complete Schedule D, Part II~

7

of works of art, historical

treasures,

or other s1m1lar assets7

9

Did the organ1zat1on report an amount 1n Part X, line 21 for escrow or custodial account l1ab1l1ty, serve as a
custodian for amounts not listed 1n Part X, or provide credit counseling, debt management, credit repair, or debt
.
negot1at1on services 7 If "Yes," complete Schedule D, Part I~

10

Did the organ1zat1on, directly or through a related organ1zat1on, hold assets 1n temporarily
If "Yes," complete Schedule D, Part~
.
permanent endowments, or quas1-endowments7

11

If the organ1zat1on's answer to any of the following
VIII, IX, or X as applicable

1s "Yes,"

then complete

Did the organ1zat1on report an amount for land, bu1ld1ngs, and equipment
If "Yes," complete Schedule D, Part VI.~
.

b Did the organ1zat1on report an amount for investments-other
its total assets
c

reported

securities
1n Part X, line 167 If "Yes,"completeScheduleD,

Did the organ1zat1on report an amount for investments-program
related
its total assets reported 1n Part X, line 167 If "Yes,"completeScheduleD,

restricted

Schedule

Yes

No
No

If "Yes,"

Did the organ1zat1on ma1nta1n collections
complete Schedule D, Part I I I ~ .

questions

No
Yes

act1v1t1es on behalf of or 1n oppos1t1on to

8

a

No

1

3
4

foundation

No

I• I I

endowments,

10

D, Parts VI, VII,

1n Part X, line 107

11a

Yes

1n Part X, line 12 that 1s 5% or more of
Part VII~
.

11b

No

1n Part X, line 13 that 1s 5% or more of
Part VIII~
.

Uc

No

11d

No

1n Part X, line 15 that 1s 5% or more of its total assets
.
1n Part X, line 16 7 If "Yes," complete Schedule D, Part I~

e

D 1d the orga n1zat1on report an a mount for other I 1ab1l1t1es 1n Pa rt X, I 1ne 2 5 7 If "Yes," complete Schedule D, Part~

f

Did the organ1zat1on's separate or consolidated
f1nanc1al statements
for the tax year include a footnote that
addresses the organ1zat1on's l1ab1l1ty for uncertain tax pos1t1ons under FIN 48 (ASC 740 )7 If "Yes," complete
Schedule D, Part~
.

12a

Did the organ1zat1on obtain separate, independent
If "Yes," complete Schedule D, Parts XI and XII~

audited

f1nanc1al statements

14a

described

1n section

170(b)(l)(A)(11)7

Did the organ1zat1on ma1nta1n an office, employees,

Yes

Uf

Yes

12a

1n consolidated,
independent audited f1nanc1al statements
for the tax year7 If
"Yes," and If the organ1zatIon answered "No" to !me 12a, then completmg Schedule D, Parts XI and XII Is optJOnal ~

Is the organ1zat1on a school

Ue

for the tax year7

.

b Was the organ1zat1on included
13

or agents

12b

If"Yes,"completeScheduleE

outside

No
No

d Did the organ1zat1on report an amount for other assets
reported

No

of the United

States?

•

No
Yes

13

No

14a

No

b Did the organ1zat1on have aggregate

revenues or expenses of more than $10,000
from grantmak1ng, fundra1s1ng,
business, investment,
and program service act1v1t1es outside the U n1ted States, or aggregate foreign investments
valued at $100,000
or more7 If "Yes,"completeScheduleF,
Parts I and IV .
~

15

Did the organ1zat1on report on Part IX, column (A), line 3, more than $5,000 of grants or assistance
to any
,;,§:"I
organ1zat1on or entity located outside the U n1ted States? If "Yes," complete Schedule F, Parts II and IV -i:.:,,

16

D1d the organ1zat1on report on Part IX, column
1nd1v1duals located outside the U n1ted States?

(A), line 3, more than $5,000 of aggregate grants or assistance
If "Yes," complete Schedule F, Parts III and IV .
.
.
~

17

Did the organ1zat1on report a total of more than $15,000
of expenses for professional
IX, column (A), lines 6 and 11 e7 If "Yes," complete Schedule G, Part I (see mstruct,ons)

18

Did the organ1zat1on report more than $15,000
total offundra1s1ng
VIII, lines le and 8a7 If "Yes,"complete Schedule G, Part II

19

Did the organ1zat1on report more than $15,000
"Yes," complete Schedule G, Part III

20a

Did the organ1zat1on operate

b If"Yes"

event gross income and contributions

of gross income from gaming act1v1t1es on Part VIII,

one or more hospital

to line 20a, did the organ1zat1on attach

fundra1s1ng services

fac1l1t1es7 If "Yes,"complete

a copy of its audited

f1nanc1al statements

to this return?

Yes

I Yes
~_1_s_~--~--to I

on Part

16

No

17

No

18

No

19

No

20a

No

on Part

line 9a7 If

Schedule H

14b

20b
Form 990(2012)

 Form 9 9 0 ( 2 0 1 2 )

Checklist
21

Page 4

of Required

Schedules

(continued)

Did the organ1zat1on report more than $5,000 of grants and other assistance
to any government
the U n1ted States on Part IX, column (A), line 1 7 If "Yes," complete Schedule I, Parts I and II .

or organ1zat1on 1n 21

22

Did the organ1zat1on report more than $5,000 of grants and other assistance
to 1nd1v1duals 1n the U n1ted States
Parts I and III
.
~
on Part IX, column (A), line 27 If "Yes,"completeScheduleI,

23

Did the organ1zat1on answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation
of the organ1zat1on's
current and former officers, directors, trustees, key employees, and highest compensated
employees? If "Yes,"
~
complete Schedule J •

24a

Did the organ1zat1on have a tax-exempt
bond issue with an outstanding
principal amount of more than $100,000
as of the last day of the year, that was 1ss ued after December 31, 2 OO2 7 If "Yes," answer Imes 24b through 24d
and complete Schedule K. If "No," go to !me 25 .

b Did the organ1zat1on invest any proceeds
c

of tax-exempt

Did the organ1zat1on ma1nta1n an escrow account
to defease any tax-exempt
bonds7
•

bonds beyond a temporary

other than a refunding

•

at any time during the year7

Section 501(c)(3) and 501(c)(4) organizations. Did the organ1zat1on engage 1n an excess
a d1squal1f1ed person during the year7 If "Yes," complete Schedule L, Part I .
year, and that the transaction
has not been reported
"Yes," complete Schedule L, Part I .

24b

•

24d

benefit transaction

with
25a

benefit transaction
with a d1squal1f1ed person 1n a prior
on any of the organ1zat1on's prior Forms 990 or 990-EZ7 If

26

Did the organ1zat1on provide a grant or other assistance
to an officer, director, trustee, key employee, substantial
contributor
or employee thereof, a grant selection committee
member, or to a 35% controlled entity or family
.
.
.
.
.
.
.
.
.
~
member of any of these persons 7 If "Yes," complete Schedule L, Part III

28

Was the organ1zat1on a party to a business
1nstruct1ons for applicable f1l1ng thresholds,

a A current or former officer, director,
IV

c

transaction
with one of the following
cond1t1ons, and exceptions)

trustee,

If "Yes,"complete

or key employee?

or former officer,

director,

trustee,

30

Did the organ1zat1on receive contributions
of art, historical treasures,
contri but1ons 7 If "Yes," complete Schedule M .
conservation
Did the organ1zat1on l1qu1date, terminate,
Part I .
Did the organ1zat1on sell, exchange,
Schedule N, Part I I .

or dissolve

dispose

34

Was the organ1zat1on related
and Part V, /me 1 .

of, or transfer

35a

to any tax-exempt

Did the organ1zat1on have a controlled

entity

or other s1m1lar assets,

and cease operat1ons7
more than 25%

Did the organ1zat1on own 100% of an entity disregarded as separate
If "Yes,"completeScheduleR,
sections 301 7701-2
and 301 7701-37

33

If "Yes,"completeScheduleM

contribut1ons7

or taxable

of its net assets7

28b

No

I I

No

28c
29

No

30

No

31

No

32

No

33

No

If "Yes," complete

Schedule R, Part II, III,

~
or IV,

~

512 (b)(l 3 )7

b If 'Yes' to line 35a, did the organ1zat1on receive any payment from or engage 1n any transaction
entity w1th1n the meaning of section 512 (b)(l 3 )7 If "Yes," complete Schedule R, Part V, /me 2
to an exempt

with a controlled

~

36

Section 501(c)(3) organizations. Did the organ1zat1on make any transfers
organ1zat1on7 If "Yes," complete Schedule R, Part V, /me 2

37

Did the organ1zat1on conduct more than 5% of its act1v1t1es through an entity that 1s not a related organ1zat1on
and that 1s treated as a partnership for federal income tax purposes? If "Yes,"complete Schedule R, Part VI ~
Did the organ1zat1on complete Schedule O and provide explanations
Note. All Form 990 filers are required to complete Schedule O

No

or qual1f1ed

from the organ1zat1on under Regulations
Part I .

of section

28a

If "Yes," complete Schedule N,

ent1ty7 If "Yes,"complete

w1th1n the meaning

No

If "Yes,"

or key employee?

or former officer, director, trustee, or key employee (or a family member thereof) was
or direct or 1nd1rect owner7 If "Yes," complete Schedule L, Part IV .
~
1n non-cash

I

Schedule L, Part

An entity of which a current
an officer, director, trustee,

more than $25,000

Yes

L, Part IV

.

Did the organ1zat1on receive

32

(see Schedule

complete Schedule L, Part IV

29

31

parties

.

b A family member of a current

38

25b
or

Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated
employee,
d1squal1f1ed person outstanding
as of the end of the organ1zat1on's tax year7 If "Yes,"completeScheduleL,
~II.
~

27

No

24a

24c

b Is the organ1zat1on aware that 1t engaged 1n an excess

26

period except1on7

No

escrow at any time during the year

d Did the organ1zat1on act as an "on behalf of" issuer for bonds outstanding
25a

Yes

~

1n Schedule

non-charitable

I I
34

Yes

35a

Yes

35b

Yes

I

related
36

O for Part VI,

lines llb

No

37

and 197
38

Yes
Form 990 ( 2 0 1 2 )

 page 5

Form 9 9 0 ( 2 0 1 2 )

•@f*j Statements
Check

Regarding

if Schedule

Other IRS Filings and Tax Compliance

O contains

a response

to anv question

1

1n this Part V
Yes

la

Enter the number

reported

1n Box 3 of Form 1096

b Enter the number of Forms W-2G included
c

Enter -0-

Enter-a-

1n line la

. I ia

1f not applicable

213

lb

1f not applicable

Did the organ1zat1on comply with backup w1thhold1ng rules for reportable
gaming (gambling) w1nn1ngs to prize w1nners7

I

payments

0

to vendors

and reportable

le

2a Enter the number of employees
reported on Form W-3, Transmittal
of Wage and
Tax Statements,
filed for the calendar year ending with or w1th1n the year covered
by th 1s return

225

2a

b If at least one 1s reported

3a

on line 2a, did the organ1zat1on file all required federal employment
tax returns?
Note. If the sum of lines la and 2a 1s greater than 250, you may be required to e-f1le (see 1nstruct1ons)

2b

Yes

Did the organ1zat1on have unrelated

3a

Yes

3b

Yes

business

gross

income

of $1,000

No

or more during the year7

b If "Yes," has 1t f1led a Form 9 9 0-T for this yea r7 If "No," provide an explanation m Schedule O
4a At any time during the calendar
over, a f1nanc1al account
account)?

year, did the organ1zat1on have an interest 1n, or a signature or other authority
1n a foreign country (such as a bank account, securities
account, or other f1nanc1al

b If"Yes,"

enter the name of the foreign
See 1nstruct1ons for f1l1ng requirements

country
~----------------------------i
for Form TD F 90-22 1, Report of Foreign

Sa Was the organ1zat1on a party to a proh1b1ted tax shelter

b Did any taxable
c

If"Yes,"

transaction

4a

No

Sa

No
No

Bank and F1nanc1al Accounts

at any time during the tax year7

party notify the organ1zat1on that 1t was or 1s a party to a proh1b1ted tax shelter

transact1on7

Sb

to line Sa or Sb, did the organ1zat1on file Form 8886-T7
Sc

6a Does the organ1zat1on have annual gross receipts that are normally greater than $100,000,
and did the
organ1zat1on sol1c1t any contributions
that were not tax deductible
as charitable
contribut1ons7

b If"Yes,"

did the organ1zat1on include
were not tax deduct1ble7

7

Organizations

that

with every sol1c1tat1on an express

statement

that such contributions

6b

may receive deductible

Did the organ1zat1on receive a payment
services provided to the payor7

b

If"Yes,"

c

Did the organ1zat1on sell, exchange,
f1Ie Form 8 2 8 2 7

contributions

1n excess

under section 170(c).

of $7 5 made partly

as a contribution

did the organ1zat1on notify the donor of the value of the goods or services

1nd1cate the number

or gifts
l----+---1----

a

d If"Yes,"

or otherwise

dispose

of tangible

personal

and partly

for goods and

_____,____

,__7b

prov1ded7

property

I

filed during the year

Did the organ1zat1on receive
contract?

f

Did the organ1zat1on, during the year, pay premiums,

g

If the organ1zat1on received
requ1red7

a contribution

ofqual1f1ed

h If the organ1zat1on received

for which 1t was required

a contribution

of cars, boats,

any funds, directly

or 1nd1rectly, to pay premiums

1d

on a personal

benefit
7e

directly

or 1nd1rectly, on a personal

intellectual

property,

airplanes,

benefit

contract?

7f

did the organ1zat1on file Form 8899

or other vehicles,

_____
__

,__7g

,__

did the organ1zat1on file a
7h

Sponsoring organizations maintaining donor advised funds and section S09(a)(3)
the supporting
organ1zat1on, or a donor advised fund ma1nta1ned by a sponsoring
business holdings at any time during the year7
Sponsoring organizations

maintaining

Section S01(c)(7)

organizations.

a In1t1at1on fees and capital
included

supporting organizations.
organ1zat1on, have excess

Did
8

donor advised funds.

d1stribut1ons

under section

b Did the organ1zat1on make a d1stribut1on to a donor, donor advisor,

b Gross receipts,

as

l----+---1----

a Did the organ1zat1on make any taxable
10

to

I

Form 1 0 9 8 - C 7

9

7a

7c

of Forms 8282

e

8

No

6a

49667
or related

9a

person?

9b

Enter

contributions

included

on Form 990,

Part VIII,

on Part VIII,

I 1oa I

line 12

line 12, for public

use of club

10b

fac1l1t1es

11

Section S01(c)(12)
a

Gross

income

organizations.

from members

or shareholders

b Gross income from other sources
against
12a

amounts

Section 4947(a)(1)

b If"Yes,"

due or received
non-exempt

enter the amount

Enter
11a

1----+-------------i

(Do not net amounts
from them)
charitable

of tax-exempt

trusts.

interest

due or paid to other sources
11b

~-~--------------<

Is the organ1zat1on f1l1ng Form 990
received

or accrued

during the

year
13

Section S01(c)(29)

qualified

a Is the organ1zat1on licensed
Note. See the 1nstruct1ons

nonprofit

1n lieu of Form 10417

12a

I 12b I

health insurance issuers.

to issue qual1f1ed health plans 1n more than one state7
for add1t1onal 1nformat1on the organ1zat1on must report on Schedule

O

13a

b Enter the amount of reserves
c

14a

the organ1zat1on 1s required to ma1nta1n by the states
1n which the organ1zat1on 1s licensed to issue qual1f1ed health plans

13b

Enter the amount

13c

of reserves

Did the organ1zat1on receive

b If "Yes,"

on hand
any payments

for indoor tanning

has 1t f1led a Form 7 2 0 to report these

payments

during the tax year7

14a

7 If "No," provide an explanation m Schedule O

services

14b

No
Form 990 ( 2 0 1 2 )

 page 6

Form 9 9 O ( 2 O 1 2 )

•@I'd Governance,

Management,
and Disclosure For each "Yes" response to lines 2 through 7b below, and for a
"No" response to lines Ba, Bb, or 10b below, describe the circumstances, processes, or changes in Schedule 0.
See instructions.
Check

Section

if Schedule

A. Governing

O contains

a response

to any question

F

In this Part VI

Body and Management
Yes

la

Enter the number of voting
year

members

of the governing

body at the end of the tax

la

No

68

Ifthere
are material differences In voting rights among members of the governing
body, or 1fthe governing body delegated broad authority to an executive committee
or s1m1lar committee,
explain In Schedule O

b Enter the number of voting members

included

In line 1 a, above, who are

lb

independent

68

2

Did any officer, director, trustee, or key employee
other officer, director, trustee, or key employee?

3

Did the organIzatIon delegate control over management duties
supervIsIon
of officers, directors or trustees, or key employees

4

Did the organIzatIon
f1Ied7

make any s1gn1f1cant changes

5

Did the organIzatIon

become aware during the year of a s1gn1f1cant d1vers1on of the organ1zat1on's

6

Did the organIzatIon

have members

have a family

or other persons

dec1s1ons of the organIzatIon
other than the governing body7

Did the organIzatIon contemporaneously
year by the following

a The governing
b Each committee
9

documents

reserved

document

held or written

by) members,

actions

undertaken

with authority

to act on behalf of the governing

B. Policies

stockholders,

3

No

4

No

5

No

6

Yes

7a

Yes

7b

Yes

Sa

Yes

Sb

Yes

during the

body7

(This Section B reauests information

No

one or

body7

Is there any officer, director, trustee, or key employee listed In Part VII, Section A, who cannot
organ1zat1on's ma1l1ng address? If "Yes," provide the names and addresses m Schedule O

Section

assets7

who had the power to elect or appoint

to (or subJect to approval

the meetings

2

since the prior Form 990 was

or stockholders?

b Are any governance
8

relat1onsh1p with any

customarily
performed by or under the direct
to a management company or other person?

to its governing

7a Did the organIzatIon have members, stockholders,
more members of the governing body7
or persons

relat1onsh1p or a business

be reached

at the
No

9

about oolicies not reauired by the Internal

Revenue Code.)
Yes

10a

Did the organIzatIon

have local chapters,

branches,

or aff1l1ates7

10a

b If"Yes,"
11a

did the organIzatIon have written pol1c1es and procedures governing the actIvItIes of such chapters,
with the organ1zat1on's exempt purposes?
aff1l1ates, and branches to ensure their operations are consistent

10b

Has the organIzatIon
the form7

11a

b Describe
12a

provided

In Schedule

Did the organIzatIon

O the process,
have a written

b Were officers,

directors,
rise to confl1cts7

c

a complete

or trustees,

copy ofth1s

Form 990 to all members

1f any, used by the organIzatIon
conflict

of interest

body before f1l1ng

required

monitor

to disclose

and enforce

annually

compliance

interests

Did the organIzatIon

have a written

wh1stleblower

Did the organIzatIon

have a written

document

15

Did the process for determ1n1ng compensation
of the following persons include a review and approval by
independent persons, comparab1l1ty data, and contemporaneous
substant1at1on of the del1berat1on and dec1s1on7

a The organ1zat1on's CEO, Executive
b Other officers
If"Yes"

16a

or key employees

Director,

pol1cy7

or top management

pol1cy7

off1c1al

of the organIzatIon

to line 15a or 15b, describe

the process

Did the organIzatIon invest In, contribute
taxable entity during the year7

assets

In Schedule

Yes

12b

Yes

12c

Yes

13

Yes

14

Yes

15a

Yes

15b

Yes

with the pol1cy7 If "Yes,"descnbe

14

and destruction

12a
that could give

13

retention

No

to review this Form 990

pol1cy7 If "No," go to /me 13

and key employees

Did the organIzatIon regularly and consistently
m Schedule O how this was done

of1ts governing

No
No

O (see 1nstruct1ons)

to, or partIcIpate

In a Joint venture

or s1m1lar arrangement

with a

16a

1----+---t----

No

b If"Yes,"

did the organIzatIon follow a written policy or procedure requiring the organIzatIon to evaluate its
partIcIpatIon
In Joint venture arrangements
under applicable federal tax law, and take steps to safeguard the
organ1zat1on's exempt status with respect to such arrangements?

Section

C. Disclosure

17

List the States

18

Section 6104 requires an organIzatIon to make its Form 1023 (or 1024 1f applicable),
990, and 990-T
(3 )sonly) available for public InspectIon
Indicate how you made these available
Check all that apply

1

16b

Own website

with which a copy ofth1s

I

Another's

website

Form 990 Is required

P- Upon

request

I

to be filed~

Other

--------------------------(501(c)

(explain

In Schedule

O)

19

Describe In Schedule O whether (and 1f so, how), the organIzatIon made its governing
interest policy, and f1nanc1al statements
available to the public during the tax year

20

State the name, physical address, and telephone number of the person who possesses the books and records
~JOHNS
SCHLENKER
701 PENNSYLVANIA
AVE NW WASHINGTON,
DC (202) 508-5540

documents,

conflict

of
of the organIzatIon
Form 990(2012)

 Form 9 9 0 ( 2 0 1 2 )

i:ifii*di

Check

Section
la Complete

Page 7

Compensation
of Officers, Directors,Trustees,
Employees,
and Independent
Contractors
if Schedule

A. Officers,

O contains

Directors,

this table for all persons

a response

to any question

Trustees,

required

Key Employees,

and Highest

Report compensation

Compensated

for the calendar

current key employees,

1f any

See 1nstruct1ons

Employees

year ending with or w1th1n the organ1zat1on's

tax year
• List all of the organ1zat1on's current officers, directors, trustees (whether 1nd1v1duals or organ1zat1ons),
of compensation
Enter-01n columns (D), (E), and (F) 1fno compensation
was paid
• List all of the organ1zat1on's

Compensated

1n this Part VII

Key Employees,

to be listed

Highest

regardless

of amount

for def1n1t1on of "key employee"

• List the organ1zat1on's five current highest compensated
employees (other than an officer,
who received reportable compensation
(Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC)
organ1zat1on and any related organ1zat1ons
• List all of the organ1zat1on's former officers, key employees, or highest compensated
of reportable compensation
from the organ1zat1on and any related organ1zat1ons

director, trustee or key employee)
of more than $100,000
from the

employees

who received

more than $100,000

• List all of the organ1zat1on's former directors or trustees that received, 1n the capacity as a former director or trustee
organ1zat1on, more than $10,000
of reportable compensation
from the organ1zat1on and any related organ1zat1ons
List persons
compensated

1

1n the following order 1nd1v1dual trustees
employees,
and former such persons

Check this box 1f neither

(A)
Name and Title

or directors,

the organ1zat1on nor any related

organ1zat1on compensated

(B)
Average
hours per
week (11st
any hours
for related
organ1zat1ons
below
dotted line)

1nst1tut1onal trustees,

(C)
Pos1t1on (do not check
more than one box, unless
person 1s both an officer
and a director/trustee)

o...., :J

-::,

Q.~

:,!l.

~

~

=~

E" a0
C) 2.
....,.... ~
2
(/,

:i:[•

~

:::l.
[,
[,

2
B
~

::,;:: <DI
<D

'-r"

11>

3

"D

0

'-r"

11>
11>

3,o

'Q. ::;-

~[
<D (")

,,
Q
::,
...J

,x.,
....,

officers,

any current

of the

key employees,

highest

officer,

or trustee

(D)
Reportable
compensation
from the
organ1zat1on (W2/1099-MISC)

director,

(E)
Reportable
compensation
from related
organ1zat1ons
(W- 2/1099MISC)

(F)
Estimated
amount of other
compensation
from the
organ1zat1on and
related
organ1zat1ons

Q

3
u,ri

::;
,,.,
a
11>
C!..

See Add1t1onalData Table

Form 990 ( 2 0 1 2 )

 Form 9 9 O ( 2 O 1 2 )

j@i*,ii

Section

p age

A. Officers,

Directors,

Trustees,

Key Employees,

and Highest

Compensated

(A)

(B)

(C)

(D)

Name and Title

Average
hours per
week (11st
any hours
for related
organ1zat1ons
below
dotted line)

Pos1t1on (do not check
more than one box, unless
person 1s both an officer
and a director/trustee)

Reportable
compensation
from the
organ1zat1on (W2/1099-MISC)

o--, ::J
Q.~

=
~

:s

§-

:s-a
--,

..+

2
«:"
,i:,
ij'J

-::,
~
~

a
Q

2
B
~

~

-

~

::,;::
ID

'-r"

11>

3

"D

0

'-r"

11>
11>

ID I

::l,i:i

Q_::,

~x

""Tl

Employees

8

(continued)

(E)
Reportable
compensation
from related
organ1zat1ons (W2/1099-MISC)

(F)
Estimated
amount of other
compensation
from the
organ1zat1on and
related
organ1zat1ons

Q
::,
_.
[,

--,

ID (")
0

3
u/[\

::;

~
oJ:.oJ:.-

(I,

a
,r,
C!..

lb

...
...
...

Sub-Total

C

Total from continuation

d

Total (add lines lb and le)

sheets to Part VII, Section A

2

Total number of 1nd1v1duals (1nclud1ng but not l1m1ted to those listed
$100,000
of reportable
compensation
from the organ1zat1on..-95

3

Did the organ1zat1on 11st any former officer, director or trustee,
on line 1 a7 If "Yes," complete Schedule J for such 1nd1v1dual

4

For any 1nd1v1dual listed
orga n1zat1on and related

above)

0

12,143,043

who received

2,318,532

more than

Yes
key employee,

or highest

compensated

Did any person listed on line la receive or accrue compensation
from any unrelated
services
rendered to the orga n1zat1on7 If "Yes," complete Schedule J for such person

Section
1

B. Independent

organ1zat1on

Yes

4

Yes

or 1nd1v1dual for

5

Total number of independent
$100,000
of compensation

No

Contractors

Complete this table for your five highest compensated
independent
contractors
that received more than $100,000
of
compensation
from the organ1zat1on
Report compensation
for the calendar year ending with or w1th1n the organ1zat1on's

(A)
Name and business address
HUNTON& WILLIAMS 1900 K STREETWASHINGTONDC 20006
VENABLELLP 575 SEVENTHSTREETWASHINGTONDC 20004
DANIELJ EDELMANINC 200 EASTRANDOLPHSTREETCHICAGOIL60601
DEMOCRACYDATA& COMMUNICATIONS1250 EYESTREETNW SUITE 300 WASHINGTONDC 20005
AVE NW WASHINGTONDC 20004
CROWELL& MORING LLP 1001 PENNSYLVANIA

2

3

on line 1 a, 1s the sum of reportable
compensation
and other compensation
from the
orga n1zat1ons greater than $15 O ,0 OO 7 If "Yes," complete Schedule J for such

1nd1v1dual

5

No

employee

contractors
(1nclud1ng but not l1m1ted to those
from the organ1zat1on

..-s

listed

(B)
Description of services
CONSULTING
CONSULTING
CONSULTING
CONSULTING
CONSULTING
above)

who received

tax year

(C)
Compensation
8,709,556
2,398,710
683,183
548,163
324,887

more than
Form 990 ( 2 O 1 2 )

 Form 9 9 0 ( 2 0 1 2 )

Page 9

1:)ffiif,iuStatement
Ch ec k I fS

of Revenue

C h e d u Ie

O con t a1ns a response

o any ques 10n 1n th

IS

(A)
Total

-!! -!!

la

Federated

campaigns

la

dues

lb

==
=

b

Membership

E

C

Fundra1s1ng events

le

d

Related

organ1zat1ons

1d

e

Government grants (contributions)

le

f

All other contributions, gifts, grants, and
s1m1laramounts not included above

lf

·;:: 0

g

Noncash contributions included in Imes
la-lf $

0
(,::I
u =

h

Total.Add

(,::I

...

~
~

(B)

revenue

(C)

Related or
exempt
function
revenue

(D)
Revenue
exc I uded from
tax under
sections
512,513,or
514

Unrelated
business
revenue

0

cX

! ...
~=
~ E
·-

(,::I

VI·=c,i
0

...

:.;:::::Q)

-= -== -=

.Q

::::;
C

I
Business

2a

I

I

900099

71,743,528

71,743,528

b

MEETINGS

900099

8,037,731

8,037,731

C

PROGRAMS

900099

1,803,121

1,803,121

....

d

ADVERTISING

541800

701,997

c

e

PUBLJCATIONS

511190

181,432

v

f

All other program

&:

g

Total. Add lines 2a-2f

~
<J..,

<.;>

s;

£,
~

service

4

Income from investment of tax-exempt bond proceeds

5

Royalties
(1) Real
Gross rents

b

Less rental
expenses
Rental income
or ( loss)

C

d

Net rental

income

b
C

$
of contributions
reported
See Part IV, line 18

a:

...
1l

-

....

Gross income from fundra1s1ng
events (not 1nclud1ng

ev

-306,599

-306,599

(11)Other

-306,599

Sa

ii
:>

3,207,752

81,480,986

Net gain or (loss)

::I

3,207,752

81,174,387

d

ev

82,467,809

...

or (loss)

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

181,432

(11) Personal

(1) Securities

7a

...
...
...
...

Investment
income (1nclud1ng d1v1dends, interest,
and other s1m1lar amounts)

6a

701,997

revenue

0

3

I

Code

MEMBERSHIPDUES

~

I

...

lines la-lf

(],l

on line le)

a
b

.c

0

'

P ar t VII I

Less

direct

b

expenses

C

Net income

or (loss)

from fundra1s1ng events

9a

Gross income from gaming
See Part IV, line 19

...

act1v1t1es

a
b

Less

direct

Net income

C

10a

b

expenses
or (loss)

from gaming

Gross sales of inventory,
returns and allowances

act1v1t1es

....

less

a
b

Less

C

Net income

cost of goods sold
or (loss)

Miscellaneous

b

from sales of inventory

Revenue

Business

...
Code

11a
b
C

d

A II other revenue

e

Total.Add

12

lines lla-lld

Total revenue. See Instructions

...
...

85,368,962

81,765,812

701,997

2,901,153

Form 990 ( 2 0 1 2 )

 Form 9 9 O ( 2 O 1 2 )

Page

1:)ftiif:jStatement
Section

501(c)(3)and

of Functional

501(c)(4)organ1zat1ons

Check if Schedule

O contains

must complete

a resoonse

all columns

to anv auestIon

All otherorgan1zat1ons

(A)
Total expenses

1

Grants and other assistance
to governments
In the U n1ted States See Part IV, line 21

2

Grants and other assistance
to 1nd1v1duals In the
U n1ted States See Part IV, line 22

3

Grants and other assistance
to governments,
organIzatIons,
and 1nd1v1duals outside the U n1ted
States See Part IV, lines 15 and 16

(A)

(B)
(C)
Program service Management and
expenses
general expenses

(D)

'

Fundraising
expenses

1,898,458

5,000

Benefits

5

Compensation
key employees

6

Compensation
not included above, to d1squal1f1ed persons
(as defined under section 4958(f)(l
)) and persons
described In section 4958(c)(3)(B)

7

Other salaries

8

Pension plan accruals and contributions
and 403(b) employer contributions)

paid to or for members
of current

officers,

directors,

trustees,

and
10,831,206

and wages

Other employee

10

Payroll

11

Fees for services

17,846,916

(include

section

401 (k)
5,709,872

benefits

1,712,427

taxes

1,506,167

(non-employees)

a

Management

b

Legal

C

Accounting

d

Lobbying

e

Profess Iona I fundra Is Ing services

f

Investment

g

Other (Ifl1ne llg amount exceeds 10% ofl1ne 25,
column (A) amount, 11st line 1 lg expenses on
Schedule O)

4,540,130

12

Advert1s1ng

2,533,646

13

Office expenses

3,200,239

14

Information

1,513,108

15

Royalties

12,459,505
86,101
2,857,075

management

See Part IV, line 17

fees

336,415

and promotion

technology

42

16

Occupancy

5,236,920

17

Travel

2,093,591

18

Payments of travel or entertainment
state, or local public off1c1als

19

Conferences,

20

Interest

21

Payments

conventions,

expenses

for any federal,
16,935

and meetings

6,496,000
23,975

to aff1l1ates

22

DeprecIatIon,

23

Ins ura nee

24

Other expenses
Itemize expenses not covered above (List
miscellaneous
expenses In line 24e If line 24e amount exceeds 10%
of line 25, column (A) amount, 11st line 24e expenses on Schedule O )

depletion,

and amortIzatIon

335,749
126,432

MISCELLANEOUS

850,927

b SU BSC RI PTIO NS
C

column

and organIzatIons

4

a

must complete

In this Part IX

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

9

10

Expenses

PERSONAL

PROPERTY

537,030

TAX

19,978

d
e

A II other expenses

25

Total functional

expenses. Add lines 1 through

26

Joint costs. Complete this line only 1fthe organIzatIon
reported In column (B) Joint costs from a combined
educational
campaign and fundra1s1ng sol1c1tat1on Check
here~
1 1ffollow1ng SOP 98-2 (ASC 958-720)

24e

82,773,844

Form 990 ( 2 O 1 2 )

 Form 9 9 O ( 2 O 1 2 )

l:bil!I

Page 11

Balance
Check

Sheet

if Schedule

O contains

a response

to any question

In this Part X

(B)

(A)
BegInnIng of year

-

1

C as h-non-1nterest-bea

ring

2

Savings

and temporary

cash investments

and grants

3

Pledges

4

Accounts

receivable,

5

Loans and other receivables
key employees, and highest
Schedule L

receivable,

2,600

1

2,600

4,928,791

2

8,798,351

1,832,899

4

1,040,543

485,851

5

536,273

net

3

net
from current
compensated

and former officers, directors, trustees,
employees
Complete Part II of

6

Loans and other receivables
from other d1squal1f1ed persons (as defined under
and contributing
section 4958(f)(l)),
persons described In section 4958(c)(3)(B),
employers and sponsoring organIzatIons
of section 501(c)(9)
voluntary employees'
benef1c1ary organIzatIons
(see 1nstruct1ons) Complete Part II of Schedule L

7

Notes and loans receivable,

8

Inventories

I/I
cJ)

6

,...,
I/,

<(

9
10a
b

net

7

for sale or use

Prepaid expenses

8

and deferred

charges

Land, bu1ld1ngs, and equipment
Part VI of Schedule D
Less

accumulated

11

Investments-publicly

12

Investments-other

915,684

cost or other basis

Complete

deprec1at1on
traded

13

Investments-programIntangible

3,796,940

10b

1,887,526

See Part IV, line 11

related

See Part IV, line 11

Total assets. Add lines 1 through

17

Accounts

18

Grants

19

Deferred

payable

and accrued

15 (must equal line 34)

expenses

1,/'

.9!

22

Loans and other payables to current and former officers, directors, trustees,
key employees, highest compensated
employees, and d1squal1f1ed
persons

Complete

Part II of Schedule

23

Secured

mortgages

and notes payable

notes and loans payable

Add lines 17 through

Total liabilities.

28

Temporarily

!::

17

7,668,271

D

19

25,127,947

21

L

22

to unrelated

to unrelated

third parties

23

third parties

24

25

that follow SFAS 117 (ASC 958), check here

~

p- and

52,185,995

25

61,846,847

85,621,820

26

94,643,065

15,953,460

27

13,674,243

complete

29

Permanently
Organizations

'-

complete

u.
0

net assets
restricted

::::l

restricted

net assets

28

net assets

29

that do not follow SFAS 117 (ASC 958), check here

~

1

and

lines 30 through 34.

30

Capital

31

Pa1d-1n or capital

stock

or trust

earnings,

principal,

surplus,

or current

funds

30

or land, bu1ld1ng or equipment

,ci

32

Retained

4)

33

Total

net assets

34

Total

l1ab1l1t1es and net assets/fund

z

6,611,543

lines 27 through 29, and lines 33 and 34.

ca

,fl
,fl

Part IV of Schedule

Unsecured

Unrestricted

,fl

534,277
108,317,308

20
l1ab1l1ty Complete

Other l1ab1l1t1es (1nclud1ng federal income tax, payables to related third parties,
Complete Part X of Schedule
and other l1ab1l1t1es not included on lines 17-24)
D

27

4)

account

25

,:::;

-,:::;

15
16

bond l1ab1l1t1es

24

u

~

515,718

26,824,282

revenue

Escrow or custodial

Q)

11

18

Tax-exempt

,fl

1,909,414
94,303,446

101,575,280

payable

Organizations

10c

13

See Part IV, line 11

Other assets

16

26

1,192,404

14

20

::::l

9

12

assets

15

:.a
,;"I;

1,729,264
91,164,473

securities

securities

14

10a

21

=
-

End of year

endowment,

accumulated

or fund balances
balances

income,

fund

31

or other funds

32
15,953,460

33

101,575,280

34

13,674,243
108,317,308
Form 990 ( 2 O 1 2 )

 Form 9 9 O ( 2 O 1 2 )
Check

if Schedule

1

Total

revenue

2

Total

expenses

3

Revenue

4

Net assets

5

Donated

of Net Assets
O contains

a response

(must equal Part VIII,

column

Subtract

or fund balances
gains (losses)

services

to any question

. p-

In this Part XI

(A), line 12)

(must equal Part IX, column

less expenses

Net unrealized

6

12

Page

1:)ffi$:HReconcilliation

1

85,368,962

2

82,773,844

3

2,595,118

4

15,953,460

5

1,292,707

(A), line 25)

line 2 from line 1

at beg1nn1ng of year (must equal Part X, line 33, column

(A))

on investments

and use offac1l1t1es

6
7

Investment

expenses

7

8

P nor period adJustments

8
9

Other changes

10

Net assets or fund balances
column (B))

In net assets

Financial

l:r-P•.UI

Check

or fund balances
at end of year

Statements

if Schedule

(explain

Combine

In Schedule

O)

lines 3 through

9

-6,167,042

10

13,674,243

9 (must equal Part X, line 33,

and Reporting

O contains

a response

to any question

-1

In this Part XII

Yes

1

compiled

If'Yes,'check
a box below to 1nd1cate whether
a separate basis, consolidated
basis, or both

1

Separate

1

basis

Consolidated

Separate

P- Consolidated

basis

1

audited

If'Yes,'check
a box below to 1nd1cate whether
basis, consolidated
basis, or both

1

or reviewed

by an independent

the f1nanc1al statements

basis

b Were the organ1zat1on's f1nanc1al statements

C

I

P-Accrual 1Other
Cash
from a prior year or checked "Other,"

Accounting
method used to prepare the Form 990
If the organIzatIon changed its method of accounting
Schedule O

2a Were the organ1zat1on's f1nanc1al statements

by an independent

1

basis

In

2a

accountant?

for the year were compiled

Both consolidated

the f1nanc1al statements

explain

and separate

or reviewed

accountant?
for the year were audited

Both consolidated

and separate

changed

either

its oversight

process

3a As a result of a federal award, was the organIzatIon

or selection

required

process

Yes

2c

Yes

basis
of the
In

as set forth In the

SI n g Ie A u d It Act and O M B C I re u Ia r A -1 3 3 7

b If"Yes,"

2b
on a separate

during the tax year, explain

to undergo an audit or audits

No

on

basis

If"Yes,"
to line 2a or 2b, does the organIzatIon have a committee that assumes respons1b1l1ty for oversight
audit, review, or comp1lat1on of its f1nanc1al statements
and selection of an independent accountant?
If the organIzatIon
Schedule O

No

did the organIzatIon undergo the required audit or aud1ts7 If the organIzatIon did not undergo the required
audit or audits, explain why In Schedule O and describe any steps taken to undergo such audits

3a

No

3b
Form 990(2012)

 Additional Data

Software
Software

ID:

Version:
EIN:
Name:

13-0659550
EDISON ELECTRIC INSTITUTE INC

Form 990, Part VII - Compensation
of Officers, Directors,Trustees,
Compensated
Employees, and Independent
Contractors
(A)
Name and Title

THOMAS F FARRELL II
CHAIR
LEWIS HAY III
VICE CHAIR/CHAIR
MICHAEL W YACKIRA
VICE CHAIR
THEODORE F CRAVER JR
VICE CHAIR
WILIAM D JOHNSON
VICE CHAIR
ANDRES GLUSKI
DIRECTOR
TIM MCLEOD
DIRECTOR
ALAN R HODNIK
DIRECTOR
WILLIAM D HARVEY
DIRECTOR
PATRICIA LEONARD KAMPLING
DIRECTOR
THOMAS R VOSS
DIRECTOR
NICHOLAS K AKINS
DIRECTOR
JOHN C PROCARIO
DIRECTOR
SCOTT L MORRIS
DIRECTOR
GERRY CHASSE
DIRECTOR
DAVID R EMERY
DIRECTOR
DAVID M MCCLANAHAN
DIRECTOR
LAWRENCE J REILLY
DIRECTOR
STEVEN V LANT
DIRECTOR
BRUCE A WILLIAMSON
DIRECTOR
JOHN G RUSSELL
DIRECTOR
KEVIN BURKE
DIRECTOR
MAYO A SHATTUCK III
DIRECTOR
GERARD M ANDERSON
DIRECTOR
JAMES E ROGERS
DIRECTOR

(C)

(B)
Average
hours
per
week
(11st
any
hours
for
related
organ1zat1ons
below
dotted
line)

Pos1t1on (do not check
more than one box,
unless person 1s both
an officer and a
d I rector/trustee)

Key Employees,

Highest

(D)
Reportable
compensation
from the
organ1zat1on (W-

(E)
Reportable
compensation
from related
organ1zat1ons (W-

2/1099-MISC)

2/1099-MISC)

~ 3"
Q.~

(F)
Estimated amount
of other
compensation
from the
organ1zat1on and
related
organ1zat1ons

=~
~

E"

C)
....,2.

2

f
[•

3 00
X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

3 00

3 00

3 00

3 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

 Form 990, Part VII - Compensation
of Officers, Directors,Trustees,
Compensated
Employees, and Independent
Contractors
(A)
Name and Title

RICHARD RIAZZI
DIRECTOR
DAVID W STEVENS
DIRECTOR
THOMAS V SHOCKLEY
DIRECTOR
WILLIAM H SHEPPARD
DIRECTOR
BRADLEY P BEECHER
DIRECTOR
JOHN F YOUNG
DIRECTOR
ROD WEST
DIRECTOR
CHRISTOPHER CRANE
DIRECTOR
ANTHONY J ALEXANDER
DIRECTOR
EDWARD R MULLER
DIRECTOR
MICHAEL J CHESSER
DIRECTOR
MARY G POWELL
DIRECTOR
CONSTANCE LAU
DIRECTOR
ROBERT D KUMP
DIRECTOR

J LAMONT KEEN
DIRECTOR
CHARLES A SCHROCK
DIRECTOR
JOSEPH L WELCH
DIRECTOR
DAVID L GOODIN
DIRECTOR
GARY J WOLTER
DIRECTOR
GREGORY E ABEL
DIRECTOR
PHILIP BARNHARD IV
DIRECTOR
THOMAS B KING
DIRECTOR
JIMMY STATON
DIRECTOR
JIM STANLEY
DIRECTOR
CHARLES W SHIVERY
DIRECTOR

(C)

(B)
Average
hours
per
week
(11st
any
hours
for
related
organ1zat1ons
below
dotted
line)

Pos1t1on (do not check
more than one box,
unless person 1s both
an officer and a
d I rector/trustee)

Key Employees,

Highest

(D)
Reportable
compensation
from the
organ1zat1on (W-

(E)
Reportable
compensation
from related
organ1zat1ons (W-

2/1099-MISC)

2/1099-MISC)

Q 5"
Q_~

(F)
Estimated amount
of other
compensation
from the
organ1zat1on and
related
organ1zat1ons

= :'.::.
~ §C)
...,,~

2

fil(I'

1 00
X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

 Form 990, Part VII - Compensation
of Officers, Directors,Trustees,
Compensated
Employees, and Independent
Contractors
(A)
Name and Title

ROBERT C ROWE
DIRECTOR
THOMAS J MAY
DIRECTOR
PETER B DELANEY
DIRECTOR
EDWARD J MCINTYRE
DIRECTOR
CHRISTOPHER P JOHNS
DIRECTOR
JOSEPH M RIGBY
DIRECTOR
DONALD E BRANDT
DIRECTOR
PATRICIA K VINCENT-COLLAWN
DIRECTOR
JAMES J PIRO
DIRECTOR
JAMES H MILLER
DIRECTOR
WILLIAM H SPENCE
DIRECTOR
RALPH IZZO
DIRECTOR
KIMBERLY J HARRIS
DIRECTOR
KEVIN B MARSH
DIRECTOR
THOMAS A FANNING
DIRECTOR
JOHN B RAMIL
DIRECTOR
LON R GREENBERG
DIRECTOR
JAMES P TORGERSON
DIRECTOR
ROBERT G SCHOENBERGER
DIRECTOR
PAUL J BONAVIA
DIRECTOR
CARL L CHAPMAN
DIRECTOR
CHRISTOPHER L DUTTON
DIRECTOR
MARK A RUELLE
DIRECTOR
GALE E KLAPPA
DIRECTOR
BENJAMIN GS FOWKE III
DIRECTOR

(B)
Average
hours
per
week
(11st
any
hours
for
related
organ1zat1ons
below
dotted
line)

(C)
Pos1t1on (do not check
more than one box,
unless person 1s both
an officer and a
d I rector/trustee)

Key Employees,

Highest

(D)
Reportable
compensation
from the
organ1zat1on (W-

(E)
Reportable
compensation
from related
organ1zat1ons (W-

2/1099-MISC)

2/1099-MISC)

Q 5"
Q_~

(F)
Estimated amount
of other
compensation
from the
organ1zat1on and
related
organ1zat1ons

= :'.::.
~ §C)
...,,~

2

fil(I'

1 00
X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

X

0

0

0

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

1 00

 Form 990, Part VII - Compensation
of Officers, Directors,Trustees,
Compensated
Employees, and Independent
Contractors
(A)
Name and Title

(C)

(B)
Average
hours
per
week
(11st
any
hours
for
related
organ1zat1ons
below
dotted
line)

Highest

(D)
Reportable
compensation
from the
organ1zat1on (W-

Pos1t1on (do not check
more than one box,
unless person 1s both
an officer and a
d I rector/trustee)

2/1099-MISC)

(E)
Reportable
compensation
from related
organ1zat1ons (W-

2/1099-MISC)

Q 5"
Q_~

(F)
Estimated amount
of other
compensation
from the
organ1zat1on and
related
organ1zat1ons

= :'.::.
~ §C)
...,,~

2

fil(I'

45 00

THOMAS KUHN
PRESIDENT

X

4,003,804

0

80,014

X

819,398

0

350,176

X

788,286

0

153,496

X

412,168

0

198,238

X

387,622

0

146,571

X

351,905

0

112,839

X

347,359

0

146,856

X

335,458

0

134,386

X

332,666

0

130,705

X

330,964

0

39,135

X

318,829

0

114,850

X

293,694

0

147,114

X

271,160

0

153,653

X

266,597

0

164,051

X

230,536

0

50,143

X

200,741

0

111,362

X

200,473

0

75,586

X

182,812

0

X

2,068,571

0

2 50

DAVID OWENS
EXECUTNE VP, BUSINESS OPERATIONS
BRIAN WOLFF
SENIOR VP, EXTERNAL AFFAIRS
EDWARD COMER
VP, GENERAL COUNSEL AND CORPORATE STRATEGY
MARY MILLER
CHIEF ADMINISTRATNE

Key Employees,

45 00

45 00
1 00
45 00

45 00
OFFICER

QUINLAN SHEA III
VP, ENVIRONMENT
RICHARD MCMAHON
VP, ALLIANCE ENERGY SUPPLIERS
JAMES FAMA
VP, ENERGY DELIVERY
KATHY STECKELBERG
VP, GOVERNMENT RELATIONS
BRIAN MCCORMACK
VP, POLITICAL AND EXTERNAL AFFAIRS
JOHN EASTON JR
VP, INT'L PROGRAMS
JOHN SCHLENKER
CFO & TREASURER
RICHARD TEMPCHIN
EXECUTNE DIRECTOR, RETAIL ENERGY SERVICES
JAMES OWEN
EXEC DIR, MEMBER REL & MTG
SADEGH RAZEGHI
CIO
JAMES ROEWER
DIRECTOR, USWAG
BILL FANG
DEPUTY GENERAL COUNSEL
PATRIC O'KELLEY
FORMER VP CFO & TREASURER
LYNN LEMASTER
FORMER CHIEF OF STAFF-BUSINESS OPERATIONS

4 00

45 00

45 00

45 00

45 00

45 00

45 00

45 00
2 50

45 00

45 00

45 00

45 00

45 00

0 00
0

0 00
9,357

 efile GRAPHIC

SCHEDULE

rint - DO NOT PROCESS

c

As Filed Data -

DLN:93493312024603
0MB No 1545-0047

Political Campaign and Lobbying Activities

(Form 990 or 990-EZ)

2012

For Organizations Exempt From Income Tax Under section 501 (c) and section 527
~

Department
of theTreasury

Complete

is described below. ~ Attach
~ See separate instructions.

if the organization

to Form 990 or Form 990-EZ.

Open to Public
Ins ection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
• Section 501(c)(3) organizations Complete Parts I-A and B Do not complete Part I-C
• Section 501(c) (other than section 501(c)(3)) organizations Complete Parts I-A and C below Do not complete Part I-B

InternalRevenueService

• Section 527 organizations Complete Part I-A only
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
• Section 501 ( c )(3) organizations that have filed Form 5768 ( election under section 501 ( h)) Complete Part II-A Do not complete Part II-B
• Section 501( c)(3) organizations that have NOT filed Form 5768 ( election under section 501(h)) Complete Part II-B Do not complete Part II-A
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
• Section 501(c)(4), (5), or (6) organizations Complete Part Ill
Employer identification

Name of the organIzatIon

number

EDISON ELECTRIC INSTITUTE INC

13-0659550

Complete

if the organization

1

Provide

2

Pol1t1cal expenditures

3

Volunteer

a description

Enter the amount
Enter the amount

2

of the organ1zat1on's

if the organization
of any excise
of any excise

3

If the orga nIzatIon Incurred
Was a correction

If "Yes,"

jfflii3

501(c)

and 1nd1rect pol1t1cal campaign

or is a section

actIvItIes

527 organization.

In Part IV

$ _____

4a

b

direct

under section

1~0_0_5~7_8_8

hours

l:iflld:j Complete
1

is exempt

describe

tax incurred

a section

under section

by the organIzatIon
by organIzatIon

501(c)(3).

under section

managers

4955

under section

4955

~

$ ______

_

~

$ ______

_

1
1

4 9 5 5 tax, did It file Form 4 7 2 O for this yea r7

made7

I
I

Yes
Yes

Complete

if the organization

Enter the amount

2

Enter the amount of the f1l1ng organ1zat1on's
exempt function actIvItIes

directly

function

expended

under section

funds contributed

for section

501(c),

5 2 7 exempt

to otherorgan1zat1ons

except

section

function

actIvItIes

for section

527

$ ______

9_3_5.._7_8_8_

$ _____

Add lines 1 and 2 Enter here and on Form 1120-PO

___.;.7"""0...L,;;..0-'-0..;;..0

4

Did the f1l1ng organIzatIon

5

Enter the names, addresses and employer 1dent1f1cat1on number (EIN) of all section 527 pol1t1cal organIzatIons
to which the f1l1ng
organIzatIon made payments
For each organIzatIon listed, enter the amount paid from the f1l1ng organ1zat1on's funds Also enter the
amount of pol1t1cal contributions
received that were promptly and directly delivered to a separate pol1t1cal organIzatIon, such as a
separate segregated fund or a pol1t1cal action committee
(PAC) If add1t1onal space Is needed, provide 1nformat1on In Part IV

file Form 1120-POL

1580 LINCOLN
WASHINGTON,

(2) REPUBLICAN STATE
LEADERSHIP COMMITTEE

1800 DIAGNONAL
ALEXANDRIA,VA

ST SUITE 1125
DC 20002

Act Notice, see the instructions

L, line 17b

$ _____

I

for this year7

(b) Address

( 1) DEMOCRATIC ATIORNEYS
GENERAL ASSOCIATION

Reduction

No

501(c)(3).
~

Total

(a) Name

expenditures

is exempt

by the f1l1ng organIzatIon

3

For Paperwork

No

In Part IV

1

exempt

is exempt

tax incurred

ROAD
22314

(c) EI N

(d) Amount

paid from
f1l1ng organ1zat1on's
funds If none, enter -0-

13-4220019

15,000

05-0553252

55,000

for Form 990 or 990-EZ.

Cat No 50084S

Schedule

1_,._0_0_5_._,_7_8_8
Yes

P- No

(e) A mount of pol1t1cal
contributions
received
and promptly and
directly delivered to a
separate pol1t1cal
organIzatIon
If none,
enter -0-

C (Form 990 or 990-EZ)

2012

 Sch e du Ie C (Form 9 9 0 or 9 9 0 - E Z) 2 0 1 2

pa e

Complete if the organization
under section 501(h)).
A

Check

B

Check

~

is exempt

under section

501(c)(3)

and filed Form 5768

I

1fthe f1l1ng organ1zat1on belongs to an aff1l1ated group (and 11st 1n Part IV each aff1l1ated group member's
expenses, and share of excess lobbying expenditures)
~ 11fthe
f1l1ng organ1zat1on checked box A and "l1m1ted control" prov1s1ons apply

(The term "expenditures"
la

means amounts paid or incurred.)

Total

lobbying

expenditures

to influence

public op1n1on (grass

b

Total

lobbying

expenditures

to influence

a leg1slat1ve body (direct

lobbying

expenditures

(add lines la and lb)

C

Total

d

Other exempt

e

Total

f

Lobbying
columns

purpose

exempt

expenditures
amount

(add lines le and ld)

Enter the amount from the following

table 1n both

The lobbying nontaxable
20% of the amount on line le

but not over $1,000,000

amount is:

$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 1 f from line 1 c If zero or less, enter -0-

j

Ifthere
section

nontaxable

amount

(enter 2 5% of line lf)

If zero or less, enter-0-

1s an amount other than zero on either
4911 tax forth1s year7

Calendar

Lobbying

line lh or line 11, did the organ1zat1on file Form 4 720 reporting

1

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 2a through 2f on page 4.)
Lobbying

2a

(b) Aff1l1ated
group
totals

lobbying)

Not over $500,000

(Some

EIN,

roots lobbying)

If the amount on line le, column (a) or (b) is:
Over $500,000

name, address,

expenditures

purpose

nontaxable

(election

(a) F1l1ng
organ1zat1on's
totals

Limits on Lobbying Expenditures

2

year (or fiscal
beg1nn1ng 1n)

nontaxable

During 4-Year
(a) 2009

Averaging

(b) 2010

Period
( c) 2 0 11

(d)2012

(e) Total

amount

b

Lobbying ce1l1ng amount
(150% of line 2a, column(e))

C

Total

d

Grassroots

e

Grassroots
ce1l1ng amount
(150% of line 2d column (e))

f

Grassroots

lobbying

year

Expenditures

expenditures

nontaxable

lobbying

amount

expenditures

Schedule C (Form 990 or 990-EZ) 2012

 Sch e du Ie C (Form 9 9 O or 9 9 O- E Z) 2 O 1 2

Pa e 3

Complete if the organization
is exempt under section
filed Form 5768 (election under section 501(h)).
For each "Yes" response to Imes la through
activity.

1

a
b

1n

and has NOT
(a)

Part IV a detailed descnpt1on of the lobby mg

Yes

(b)
No

Amount

During the year, did the f1l1ng organ1zat1on attempt to influence foreign, national, state or local
leg1slat1on, 1nclud1ng any attempt to influence public op1n1on on a leg1slat1ve matter or referendum,
through the use of
Volunteers?
Paid staff or management

c

Media advert1sements7

d

Ma1l1ngs to members,

e

Publ1cat1ons,

f

Grants

g

Direct

h
i

Rallies,

Other act1v1t1es 7

j

Total

2a

11 below, provide

501(c)(3)

(include

legislators,

or published

compensation

with legislators,

demonstrations,

on lines le through

purposes?
government

conventions,

off1c1als, or a leg1slat1ve body7

speeches,

lectures,

or any s1m1lar means7

11

Did the act1v1t1es 1n line 1 cause the organ1zat1on to be not described

1n section

b

If "Yes,"

enter the amount

of any tax incurred

under section

c

If "Yes,"

enter the amount

of any tax incurred

by organ1zat1on managers

d

If the f1l1ng organ1zat1on incurred

1:r. ... •11,i;;r.•11

Complete
501(c)(6).

11)7

statements?

their staffs,

seminars,

Add lines le through

reported

or the publ1c7

or broadcast

to other organ1zat1ons for lobbying
contact

1n expenses

a section

4912

if the organization

I

501(c)(3)7

4912
under section

tax, did 1t file Form 4720

is exempt

forth1s

under section

4912

I

year7

501(c)(4),

section

501(c)(S),

or section
Yes

1

Were substantially

all (90%

or more) dues received

2

Did the organ1zat1on make only in-house

3

Did the organ1zat1on agree to carry over lobbying

expenditures

by members?

of $2,000

1

or less7

and pol1t1cal expenditures

2

3

from the prior year7

No
No
No

Yes

Complete if the organization
is exempt under section 501(c)(4),
section 501(c)(S),
or section
501(c)(6)
and if either (a) BOTH Part III-A,
lines 1 and 2, are answered "No" OR (b) Part III-A,
line 3 is answered "Yes."

1:r.,11•111:11:t

1
2

lobbying

nondeductible

Dues, assessments
and s1m1lar amounts from members
Section 162(e) nondeductible
lobbying and pol1t1cal expenditures
expenses for which the section 527(f) tax was paid).

1

69,464,353

13,540,790

(do not include amounts of political

a
b

Current year
Carryover from last year

2a

c

Total

2c

14,363,421

3

15,583,357

3

Aggregate

4

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess
does the organ1zat1on agree to carryover to the reasonable estimate of nondeductible
lobbying and
pol1t1cal expenditure
next year7

4

5

Taxable

5

Complete
Part II-A

amount

reported

2b
1n section

6033(e)(l)(A)

amount

of lobbying

and pol1t1cal expenditures

Su

lemental

Information

notices

of nondeductible

section

162(e)

dues

(see 1nstruct1ons)

this part to provide the descriptions
required for Part I-A, line 1, Part 1-B, line 4, Part 1-C, line 5, Part II-A
line 2 and Part 11-B line 1 Also complete this part for anv add1t1onal 1nformat1on
Return Reference

Ident1f1er
ORGANIZATIONS
DIRECT AND
INDIRECT
POLITICAL
CAMPAIGN
ACTIVITIES

PART I-A,

LINE 1

822,631

-1,219,936

(aff1l1ated group 11st),

Explanation
THE ORGANIZATION
SUPPORTED POLITICAL
ORGANIZATIONS
AND CANDIDATES
FOR STATE AND
LOCAL OFFICE WHERE LEGALLY PERMISSIBLE

Schedule C (Form 990 or 990EZ) 2012

 efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN:93493312024603
0MB

SCHEDULED
(Form 990)

2012

Supplemental Financial Statements
~

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
~ Attach to Form 990. ~ See separate instructions.

Department
of theTreasury
InternalRevenueService

Name of the organization

No 1545-0047

Open to Public
Inspection
Employer identification

number

EDISON ELECTRIC INSTITUTE INC

13-0659550

Organizations
Maintaining Donor Advised Funds or Other Similar
oraa rnzat1on a nswe re d" Yes to Form 990 Part IV Iine 6
(a) Donor advised

1

Total

2

Aggregate

Funds or Accounts.

funds

Complete

(b) Funds and other accounts

number at end of year
contributions

to (during

year)

3

Aggregate

grants from (during

4

Aggregate

value at end of year

5

Did the organIzatIon inform all donors and donor advisors In writing that the assets held In donor advised
funds are the organ1zat1on's property, subJect to the organ1zat1on's exclusive legal control?

1Yes

Did the organIzatIon inform all grantees, donors, and donor advisors In writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose
conferring 1mperm1ss1ble private benefit?

I

6

lffli•i
1

Conservation

Purpose(s)

1
1
1
2

1f the

Protection

easements

Complete

of natural

Yes

1f the organ1zat1on answered "Yes" to Form 990, Part IV, line 7.

held by the organIzatIon

of land for public use (e g, recreation

Preservation

Complete
easement

Easements.

of conservation

Preservation

year)

(check

all that apply)

1
I

or education)

habitat

Preservation

of an historically

Preservation

ofa cert1f1ed historic

important

land area

structure

of open space

lines 2a through 2d 1fthe organIzatIon
on the last day of the tax year

held a qual1f1ed conservation

contribution

In the form ofa conservation

Held at the End of the Year
a

Total

b

Total acreage

c

Number of conservation

easements

d

Number of conservation
historic structure
listed

easements included In (c) acquired
In the National Register

Number of conservation

easements

3

number of conservation
restricted

easements

by conservation

2a
easements

2b

on a cert1f1ed historic

structure

mod1f1ed, transferred,

included

In (a)

2c

after 8/17 /06, and not on a

2d
released,

ext1ngu1shed,

easement

Is located

or terminated

by the organIzatIon

during

the tax year~------4

Number of states

where property

5

Does the organIzatIon have a written policy
enforcement
of the conservation
easements

6

Staff and volunteer

hours devoted

7

A mount of expenses

subJect to conservation

regarding the periodic
It holds7

to monitoring,

InspectIng,

monitoring,

and enforcing

~------InspectIon,

conservation

handling
easements

of v1olat1ons, and

I

Yes

during the year

~-------incurred

In monitoring,

InspectIng,

and enforcing

conservation

easements

during the year

~ $ ---------Does each conservation
easement
and section 170(h)(4 )(B)(11)7

8

reported

on line 2(d) above satisfy

1:iflihi
la

b

170(h)(4

)(B)(1)

easements In its revenue and expense statement,
and
to the organ1zat1on's f1nanc1al statements
that describes

Organizations
Maintaining Collections of Art, Historical Treasures,
Complete 1f the organization answered "Yes" to Form 990, Part IV, line 8.

or Other Similar

Assets.

If the organIzatIon elected, as permitted under SFAS 116 (ASC 958), not to report In its revenue statement and balance sheet
of public
works of art, historical treasures, or other s1m1lar assets held for public exh1b1t1on, education, or research In furtherance
service, provide, In Part XIII, the text of the footnote to its f1nanc1al statements
that describes these items
If the organIzatIon elected, as permitted under SFAS 116 (ASC 958), to report In its revenue
works of art, historical treasures, or other s1m1lar assets held for public exh1b1t1on, education,
service, provide the following amounts relating to these items
(i) Revenues
(ii)Assets

included

included

If the organIzatIon
following amounts

2

of section

1Yes

In Part XIII, describe how the organIzatIon reports conservation
balance sheet, and include, 1f applicable, the text of the footnote
the organ1zat1on's accounting for conservation
easements

9

the requirements

a

Revenues

b

Assets

included

included

In Form 990,

In Form 990,

Part VIII,

statement and balance sheet
or research In furtherance
of public

~ $ ---------

line 1

Part X

~ $ --------received or held works of art, historical treasures, or other s1m1lar assets for f1nanc1al gain, provide
required to be reported underSFAS
116 (ASC 958) relating to these items
In Form 990,

In Form 990,

Part VIII,

~ $ ---------

line 1

~

Part X

For Pa erwork Reduction Act Notice, see the Instructions

the

for Form 990.

Cat

No 52283D

$
Schedule D (Form 990) 2012

 Sch e du Ie D (Form 9 9 O ) 2 O 1 2

page

j@IO! Organizations

Maintaining

Collections

Using the organ1zat1on's acqu1s1t1on, accession,
collection
items (check all that apply)

3

I
I
I

a
b
c

of Art, Historical

and other records,

d

Scholarly

e

Preservation

or Other Similar

check any of the following

Public exh1b1t1on
research

Treasures,

1
1

Loan or exchange

programs

Other

for future generations

P rov1de a description
Part XIII

5

During the year, did the organ1zat1on sol1c1t or receive donations of art, historical treasures or other s1m1lar
assets to be sold to raise funds rather than to be ma1nta1ned as part of the organ1zat1on's collect1on7

la

Assets (contmued)

that are a s1gn1f1cant use of its

4

1:iflj(fj

2

of the organ1zat1on's

collections

and explain

how they further

the organ1zat1on's

exempt

purpose

1n

I

Yes

Escrow and Custodial Arrangements.
Complete 1f the organ1zat1on answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organ1zat1on an agent, trustee,
1n c Iu de d on Form 9 9 O, Pa rt X 7

custodian

or other 1ntermed1ary for contributions

or other assets

1Yes

b

If "Yes,"

c

Beg1nn1ng balance

le

d

Add1t1ons during the year

1d

e

D1stribut1ons

le

f

Ending balance

explain

the arrangement

not

1n Part XIII

and complete

the following

table

Amount

2a

during the year

lf

Did the organ1zat1on include

-~1
..•••
b

If"Yes,"

explain

the arrangement

Endowment

la

on Form 990,

1n Part XIII

Funds. Complete

Check

Part X, line 217

1Yes

here 1fthe explanation

has been provided

1n Part XIII

1f the orqarnzat1on answered "Yes" to Form 990
(a)Current year

(b )Prior year

Part IV line 10.

b ( c )Two yea rs back (d)Three years back

(e)Four years back

Beg1nn1ng of year balance

b

Contributions

C

Net investment

earnings,

d

Grants

e

Other expenditures
and programs

f

Adm1n1strat1ve

g

End of year balance

2

for fac1l1t1es

expenses

the estimated

percentage

a

Board designated

b

Permanent

endowment~

c

Temporarily

restricted

The percentages

3a

gains, and losses

or scholarships

Provide

Describe

4
-~1..;;a,

...

year end balance

(line lg, column

(a)) held as

endowment~

1n lines 2a, 2b, and 2c should equal 100%
funds not 1n the possession

of the organ1zat1on that are held and adm1n1stered for the

Yes

1n Part XIII

organ1zat1ons

the intended

Land, Buildings,
Description

No

I 3a(i>
I 3a(ii)

organ1zat1ons

(ii) related organ1zat1ons
If"Yes"
to 3a(11), are the related

b

of the current

or quasi-endowment~

Are there endowment
organ1zat1on by
(i) unrelated

la

an amount

uses of the organ1zat1on's

and Equipment.

of property

listed as required

on Schedule

endowment

See Form 990

R7

3b

funds

Part X, line 10.
(a) Cost or other
basis ( investment)

(b )Cost or other

(c) Accumulated

basis ( other)

deprec1at1on

(d) Book value

Land

b Bu1ld1ngs
C

Leasehold

improvements

d Equipment
e Other
Total. Add lines la through

le

(Column (d) must equal Form 990, Part X, column (B), !me 10(c).)

41,515

13,878

27,637

1,785,659

1,316,039

469,620

1,969,766

557,609

1,412,157

~

1,909,414

Schedule D (Form 990) 2012

 Page 3

Sch e du Ie D (Form 9 9 O ) 2 O 1 2

1:r., .. - .•••

Investments-Other

Securities.

See Form 990

Part X line 12.

(b)Book value

(a) Description
of security or category
(1nclud1ng name of security)

(c) Method of valuation
Cost or end-of-year
market

value

(c) Method of valuation
Cost or end-of-year
market

value

(1 )F1nanc1al derivatives
(2)Closely-held

equity

interests

Other

~

Total. (Column (b) must equal Fol7Tl 990, Part X, col (8) /me 12)

1:r.... -.•,111

Investments-Program
(a) Description

of investment

Related.

See Form 990

~

Total. (Column (b) must equal Fol7Tl 990, Part X, col (8) /me 13)

•:r., .......

Other Assets.

See Form 990

Part X line 13.

(b) Book value

type

Part X line 15.
(b) Book value

(a) Description

.

Total. (Column (b) must equal Form 990, Part X, col.(B) l1ne 15.)
~1

..

:a·--

Other

Liabilities.
(a) Description

1

See Form 990

~

Part X line 25.
(b) Book value

of l1ab1l1ty

Federal income taxes
POSTRETIREMENT

BENEFIT

OBLIGATION

18,976,066

DEFERRED COMPENSATION

39,073,355

DEFERRED RENT
BENEFITS

1,800,843

LIABILITIES

OTHER CURRENT

1,418,015

LIABILITIES

342,315

LONG TERM LEASE OBLIGATION

122,960

LIFE INSURANCE

100,000

MEDICARE

LIABILITY

TAX LIABILITY

Total. (Column (b) must equal Fol7Tl 990, Part X, col (8) /me 25)

2. Fin 48 (ASC 740) Footnote
organ1zat1on's
Part XIII

13,293

~

61,846,847

In Part XIII, provide the text of the footnote
l1ab1l1ty for uncertain tax posItIons under FIN 48 (ASC 740)

to the organ1zat1on's f1nanc1al statements
that reports the
Check here 1fthe text of the footnote has been provided In

f7
Schedule D (Form 990) 2012

 Sch e du Ie D (Form 9 9 O ) 2 O 1 2

Page 4

Reconciliation
•:r.1.0•:••
1

Total revenue,

2

Amounts

gains, and other support

included

a

Net unrealized

b

Donated

services

Recoveries

e

Add lines 2a through

Amounts

included

b

Other (Describe

C

2a
2b
2c

)

2d

3

on Form 990, Part VIII,

expenses

not included

1n Part XIII

line 12, but not on line 1

on Form 990,

Part VIII,

line 7b

)

I 4a I
4b

Add lines 4a and 4b
Total revenue

l:r-Tili•UI

4c

Add IInes 3 and 4c. (Th Is must e qua I Form 9 9 O, Pa rt I, I In e 1 2 )

Reconciliation

1

Total expenses

2

Amounts

of Expenses

and losses

included
services

per Audited

Financial

Statements

5

With Expenses

per audited f1nanc1al statements

per Return
1

on line 1 but not on Form 990, Part IX, line 25

a

Donated

b

Prior year adJustments

and use offac1l1t1es

C

Other losses

d

Other (Describe

e

Add lines 2a through

2a
2b
2c

1n Part XIII

2d
2e

3

Subtract

line 2e from line 1

Amounts

included

3

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

a

Investment

b

Other (Describe

expenses

C

Add lines 4a and 4b
Total expenses

)

2d

4

5

1

2e

line 2e from line 1

Investment

per Return

2d

Subtract

a

With Revenue

line 12

of prior year grants
1n Part XIII

Statements

per audited f1nanc1al statements

and use offac1l1t1es

Other (Describe

5

Financial

on line 1 but not on Form 990, Part VIII,

C

4

per Audited

gains on investments

d

3

of Revenue

not included

1n Part XIII

on Form 990,

Part VIII,

)

line 7b

I 4a I
4b

4c

Add IInes 3 and 4c. (Th Is must e qua I Form 9 9 O, Pa rt I, I In e 18 )

Supplemental
•:r.111•·•···

5

Information

Complete this part to provide the descriptions
required for Part II, lines 3, 5, and 9, Part III, lines la and 4, Part IV, lines 1 band 2b,
Part V, line 4, Part X, line 2, Part XI, lines 2d and 4b, and Part XII, lines 2d and 4b Also complete this part to provide any add1t1onal
1nformat1on
I dent1f1er
DESCRIPTION
OF UNCERTAIN
TAX POSITIONS
UNDER FIN 48

Return Reference
PART X, LINE 2

Explanation
EDISON ELECTRIC INSTITUTE
INC HAS EVALUATED
ITS
TAX POSITIONS
AND DETERMINED THAT THE POSITIONS
ARE MORE-LIKELY-THAN-NOT
TO BE SUSTAINED
ON
EXAMINATION
EDISON ELECTRIC INSTITUTE
INC TAX
RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION
BY
FEDERAL AND STATE AUTHORITIES
THE TAX RETURNS
FOR THE FISCAL YEARS ENDED 2009 THROUGH 2011 ARE
OPEN TO EXAMINATION
BY FEDERAL AND STATE
AUTHORITIES
Schedule D (Form 990) 2012

 Additional Data

Software
Software

ID:

Version:

13-0659550

EIN:
Name:

Form 990, Schedule

D, Part X, - Other Liabilities

(a) Description

1

POSTRETIREMENT

EDISON ELECTRIC INSTITUTE INC

of L1ab1l1ty

BENEFIT OBLIGATION

DEFERRED COMPENSATION

(b) Book Value
18,976,066
39,073,355

DEFERRED RENT

1,800,843

BENEFITS

1,418,015

LIABILITIES

OTHER CURRENT LIABILITIES

342,315

LONG TERM LEASE OBLIGATION

122,960

LIFE INSURANCE

100,000

LIABILITY

MEDICARE TAX LIABILITY

13,293

 efile

GRAPHIC

As Filed

rint - DO NOT PROCESS

SCHEDULE F
(Form 990)

Data -

DLN:93493312024603
0MB No 1545-0047

Statement of Activities Outside the United States
.. Complete if the organization

answered

2012

"Yes" to Form 990,

Part IV, line 14b, 15, or 16.

Department
oftheTreasury

.. Attach to Form 990 . .. See separate instructions.

Open to Public
Inspection

InternalRevenueService

Name of the organIzatIon
EDISON ELECTRIC INSTITUTE

Employer

identification

number

INC
13-0659550

General Information
on Activities
"Yes" to Form 990 Part IV line 14b.
1

For grantmakers.
assistance,
the

2

grants

Does

or assistance?

United

ActIvItes

the

grantees'

For grantmakers.
the

3

the

organIzatIon

maintain

el1g1b1l1ty for the

grants

the United

records

to substantiate

or assistance,

and

Complete

States.

the

the

amount

selection

1f the organ1zat1on answered
of the

cntena

used

grants

or

to award

I

.

Describe

in Part V the

organ1zat1on's

procedures

for monitoring

the

use of grant

funds

Yes

p-

No

outside

States.
per Region

(The following

(a) Region

Part I, line 3 table can be duplicated
(c) Number of

offices in the
region

employees,
agents, and
independent
contractors in
reqIon
0

CENTRAL AMERICA
CARIBBEAN
EAST ASIA
PACIFIC

AND THE

AND THE

NORTH AMERICA

3a Sub-total
b Total from contInuatIon

to Pa rt I
c Totals (add lines 3a and 3b)
Reduction

Act Notice, see the Instructions

(d) ActIvItIesconducted in

(f) Total expenditures

for and investments
in region

310,764

0

0 PROGRAM

SERVICES

MEETINGS WITHIN
THE REGION

2,296

0

0 PROGRAM

SERVICES

MEETINGS WITHIN
THE REGION

13,171

0

0 PROGRAM

SERVICES

MEETINGS WITHIN
THE REGION

4,766

0
sheets

1f add1t1onal space Is needed)

( e) If actIvIty listed in ( d) Is a
region (by type) (e g ,
program service, describe
fundra1smg,program
spec1f1c
type of
serv1ce(s)in region
services, investments, grants
to recIpIents located in the
req1on)
0 PROGRAM SERVICES
MEETINGS WITHIN
THE REGION

(b) Number of

EU ROPE

For Paperwork

Outside

0

330,997
0

0

0
0

0
for Form 990.

330 997
Cat

No 50082W

Schedule

F (Form 990)

2012

 Sch e du Ie F (Form 9 9 O ) 2 O 1 2

Page 2

1:ifliO Grants

and Other Assistance to Organizations
or Entities Outside the United States. Complete 1f the organization
Part IV, line 15 for anv rec1p1ent who received more than $5 000. Part II can be duplicated 1f add1t1onal space 1s needed.

1
(a) Name of
organ 1zat1on

(b) I RS code
section
and EIN (If
applicable)

(c) Region

NORTH AMERICA

2

3

(d) Purpose of
grant

CONFERENCE
SPONSORS HIP

(e) A mount of
cash grant

(f) Manner of
cash
disbursement

(g) A mount of
of non-cash
assistance

answered "Yes" to Form 990,
(h) Description
of non-cash
assistance

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

5,000

Enter total number of rec1p1ent organ1zat1ons listed above that are recognized as charities by the foreign country,
tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equ1valency letter

recognized as
.,_

0

Enter total number of other organ1zat1ons or ent1t1es .

1
Schedule F (Form 990) 2012

 page 3

Sch e du Ie F (Form 9 9 O ) 2 O 1 2

1:ifii01

Grants and Other Assistance to Individuals
Outside
Part III can b e d up I1cated If a dd 1t1onaI space 1s nee d e d

(a) Type of grant or
assistance

(b) Region

the United

(c) Number of

(d) A mount of

rec1p1ents

cash grant

States.

Complete

(e) Manner of cash
disbursement

1f the organization
(f) A mount of
non-cash
assistance

answered "Yes" to Form 990, Part IV, line 16.
(g) Description

(h) Method of

of non-cash
assistance

valuation
(book, FMV,
appraisal
other)

Schedule F (Form 990) 2012

 Sch e du Ie F (Form 9 9 O ) 2 O 1 2

1:)ffij(fj Foreign
1

2

3

4

5

6

Page 4

Forms

Was the organ1zat1on a U S transferor of property to a foreign corporation
during the tax year7 If "Yes,"the
organ1zatIon may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign CorporatJOn (see
InstructJOns for Form 926)
Did the organ1zat1on have an interest 1n a foreign trust during the tax year7 If "Yes," the organ1zatIonmay be
required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign
Gifts, and/or Form 3520-A, Annual InformatJOn Return of Foreign Trust With a U.S. Owner (see InstructJOns for
Forms 3520 and 3520-A)
Did the organ1zat1on have an ownership interest 1n a foreign corporation
during the tax year7 If "Yes," the
organ1zatIon may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign
Corporations. (see InstructJOns for Form 5471)
Was the organ1zat1on a direct or 1nd1rect shareholder of a passive foreign investment
company or a qual1f1ed
electing fund during the tax year7 If "Yes," the orgamzatJOn may be required to file Form 8621, Return by a
Shareholder of a Passive Foreign Investment
Company or Qualified Elect1ng Fund. (see Instructions
for Form 8621)
Did the organ1zat1on have an ownership interest 1n a foreign partnership
during the tax year7 If "Yes," the
organ1zatIon may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships.
(see Instructions
for Form 8865)
Did the organ1zat1on have any operations 1n or related to any boycotting
countries during the tax year7 If "Yes,"
for Form
the organ1zatIon may be required to file Form 5713, InternatJOnal Boycott Report (see Instructions
5713).

1

Yes

f7

No

'
'
'
'
'

Yes

p-

No

Yes

p-

No

Yes

p-

No

Yes

p-

No

Yes

p-

No

Schedule F (Form 990) 2012

 Sch e du Ie F (Form 9 9 O ) 2 O 1 2

i:)ffiifj

I

Page 5

Supplemental
Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3,
column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1
(accounting method); Part III (accounting method); and Part III, column (c) (estimated number of rec1p1ents),
as applicable. Also complete this part to provide any add1t1onal information (see instructions).
I dent1f1er

ReturnReference

Explanation

Schedule F (Form 990) 2012

 efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

Schedule I
(Form 990)

0MB

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Department of the Treasury
Internal Revenue Service
Name of the organIzatIon
EDISON ELECTRIC INSTITUTE

General

Complete if the organization

No 1545-0047

2012

answered "Yes," to Form 990, Part IV, line 21 or 22.
.,_ Attach to Form 990

Open to Public
Inspection
Employer identification

INC

Information

number

13-0659550

on Grants and Assistance

1

Does the organIzatIon maIntaIn records to substantiate
the amount
•
the selection criteria used to award the grants or assIstance7.

2

Describe

l:ifliil

DLN:93493312024603

In Part IV the organ1zat1on's

procedures

for monitoring

of the grants or assistance,
• • • • • • • • • •

the grantees' el1g1b1l1ty for the grants or assistance,
and
• • • • • • • • • • • • • • • • • • • • •

P-ves

I

Grants and Other Assistance to Governments
and Organizations
in the United States. Complete 1f the organ1zat1on answered "Yes" to
Form 990, Part IV, line 21, for any rec1p1ent that received more than $5,000. Part II can be duplicated 1f add1t1onal space 1s needed.

(a) Name and address

(c) IRC Code

(b)EIN

of

organ IzatI on
or government

(d) A mount of cash

section
1f applicable

grant

(e) A mount of noncash
assistance

(f) Method of
valuation
(book, FMV,
a ppra Isa I,
other)

(g) Description
of
non-cash assistance

(h) Purpose of grant
or assistance

See Add1t1onal Data Table

2

Enter total

number of section

3

Enter total

number of other organIzatIons

For Paperwork

No

the use of grant funds In the U n1ted States

Reduction

501 (c)(3)

and government
listed

Act Notice, see the Instructions

organIzatIons

listed

...

In the line 1 table.

In the line 1 table.
for Form 990.

47

....
Cat No 50055P

20
Schedule

I (Form 990)

2012

 Sch e du Ie I (Form 9 9 O ) 2 O 1 2

pa e

Grants and Other Assistance to Individuals
in the United States.
Part III can be duplicated 1f add1t1onal space 1s needed.
(a)Type

:r. ....
Complete

of grant or assistance

Supplemental

(b)N umber of
rec1p1ents

PROCEDURE
MONITORING
INTHEUS

Return Reference
FOR
GRANTS

1f the organ1zat1on answered "Yes" to Form 990, Part IV, line 22.

(d)A mount of
assistance

non-cash

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

(f)Descnpt1on

of non-cash

assistance

Information.

this part to provide the 1nformat1on required

Identifier

(c)Amount of
cash grant

Complete

2

PART I, LINE 2

1n Part I line 2 Part III

column (b) and any other add1t1onal 1nformat1on

Explanation
SCHEDULE I, PART I, LINE 2 WHEN GRANT FUNDS ARE AWARDED, EEI MAY REQUEST THE AMOUNTS BE
RESTRICTED FOR A SPECIFIC PURPOSE GRANTEES MANY TIMES WILL REPORT BACK TO EEI THE SPECIFIC USE
OF THE FUNDS AND VARIOUS OUTCOMES
HOWEVER, THIS IS NOT A REQUIREMENT
FOR EACH GRANT AWARDED
Schedule I (Form 990) 2012

 Additional Data

Return to Form

Software
Software

ID:

Version:
EIN:
Name:

Form 990,Schedule

I, Part II, Grants and Other Assistance

(a) Name and address
organIzatIon
or government

of

(b) EIN

13-0659550
EDISON ELECTRIC INSTITUTE INC

to Governments

(c) IRC Code section
1f applicable

(d) Amount of cash
grant

and Organizations
(e) Amount of noncash
assistance

in the United States
(f) Method of
valuation
(book, FMV, appraisal,
other)

(g) Description of
non-cash assistance

(h) Purpose of grant
or assistance

AABE1625
K STREET NW
SUITE 405
WASHINGTON,DC
20006

84-0782569

501(C)(3)

25,000

CONFERENCE
SPONSORS HIP

ACCF-CTR FOR POLICY
RESEARCH1750
K STREET
400
WASHINGTON,DC
20006

52-1091172

501(C)(3)

30,000

CONTRIBUTIONS
MEMBERSHIPS

ALLIANCE TO SAVE
ENERGYPO BOX 791399
BALTIMORE, MD 2127 9

52-1082991

501(C)(3)

5,000

CONFERENCE
SPONSORS HIP

ASA EC ENTER FOR
ASSOCIATION
LEADERSHIP1575
I STREET
NW
WASHINGTON,DC
20005

53-0026940

501(C)(6)

10,000

EVENT
SPONSORS HIP

ASPEN INSTITUTEONE
DUPONT CIRCLE NW SUITE
700
WASHINGTON,DC
20036

84-0399006

501(C)(3)

10,000

CONTRIBUTIONS
MEMBERSHIPS

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

52-1243510

501(C)(3)

15,000

CONTRIBUTIONS
POLITICAL
ORGANIZATIONS

CENTER FOR ENERGY
WORKFORCE
DEVELOPMENT701
PENNSYLVANIA
AVE NW
3RD FLOOR
WASHINGTON,
DC 20004

20-4504014

501(C)(3)

100,000

CONTRIBUTIONS
EDUCATION

CONGRESSIONAL
BLACK
CAUCUS FOUNDATION
1720 MASSACHUSETTS
AVE NW
WASHINGTON,DC
20036

52-1160561

501(C)(4)

10,000

EVENT
SPONSORS HIP

CONGRESSIONAL
BLACK
CAUCUS POLITCAL
EDUCATION
AND
LEADERSHIP INSTITUTE
413 NEW JERSEY AVENUE
SE
WASHINGTON,DC
20003

52-2270607

501(C)(4)

5,000

EVENT
SPONSORS HIP

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

52-2050972

501(C)(3)

5,000

EVENT
SPONSORS HIP

ELECTRIC DRIVE
TRANSPORTATION
ASSOCIATION1250
STREET NW SUITE
WASHINGTON,DC

52-1665058

501(C)(6)

15,000

CONTRIBUTIONS
MEMBERSHIP

ELECTRICAL
SAFETY
FOUNDATION1300
NORTH
17TH STREET SUITE 1752
ROSSLYN,VA
22209

52-1892239

501(C)(3)

5,000

CONTRIBUTIONS
MEMBERSHIP

JOINT CENTER FOR
POLITICAL
AND
ECONOMIC
STUDIES1090
VERMONT AVENUE NW
SUITE 1100
WASHINGTON,DC
20005

52-1069070

501(C)(3)

15,000

EVENT
SPONSORS HIP

KEYSTONE CENTER1628
SAINTS JOHN RD
KEYSTONE, CO 80435

84-0688506

501(C)(3)

10,000

EVENT
SPONSORS HIP

LEADERSHIP CONFERENCE
ON CIVIL AND HUMAN
RIGHTS1629
K STREET NW
l0THFLOOR
WASHINGTON,DC
20006

52-0789800

501(C)(4)

10,000

EVENT
SPONSORS HIP

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

84-0772595

501(C)(3)

5,000

CONTRIBUTIONS
POLITICAL
ORGANIZATIONS

NATIONAL
FUEL FUNDS
NET WO RKl0 10 VERMONT
AVENUE NW SUITE 718
WASHINGTON,DC
20005

52-1559709

501(C)(3)

5,000

CONTRIBUTIONS
SPONSORS HIP

NATIONAL
LAMP AC 7 0 1
PENNSYLVANIA
AVE NW
3RD FLOOR
WASHINGTON,
DC 20004

26-2620296

501(C)(3)

NATIONAL
MULTIPLE
SCLEROSIS SOCIETY1800
M STREET NW SUITE 750
WASHINGTON,DC
22036

53-0237585

501(C)(3)

NATIONAL
POLICY
ALLIANCE1090
VERMONT
AVENUE NW SUITE 1100
WASHINGTON,DC
20005

45-3204563

EYE
902
20005

36,258

FMV

IN-KIND

SUPPORT

PROGRAM

SUPPORT

12,250

EVENT
SPONSORS HIP

10,000

CONFERENCE
SPONSORS HIP

 Form 990,Schedule

I, Part II, Grants and Other Assistance

(a) Name and address
organIzatIon
or government

of

(b) EIN

(c) IRC Code
section
1f applicable

to Governments

(d) Amount of cash
grant

and Organizations

(e) Amount of noncash
assistance

in the United States

(f) Method of
valuation
(book, FMV,
a ppra Isa I,
other)

(g) Description of
non-cash assistance

(h) Purpose of grant
or assistance

51-0367729

501(C)(3)

5,000

EVENT SPONSORSHIP

PREVENT CANCER
FOUNDATION1600
DUKE
STREET 500
ALEXANDRIA,VA
22314

52-1429544

501(C)(3)

10,000

EVENT SPONSORSHIP

RESOURCES FOR THE
FUTURE1616
P STREET
NW
WASHINGTON,DC
20036

53-0220900

501(C)(3)

10,000

CONTRIBUTIONS
ENVIRONMENTAL

TASTE OF THE SOUTHPO
BOX 2826
WASHINGTON,DC
20013

52-1343458

501(C)(3)

5,000

THOMAS ALVA EDISON
FOUNDATION701
PENNSYLVANIA
AVE NW
WASHINGTON,
DC 20004

52-2106274

501(C)(3)

UNIT ED WAY NATIONAL
CAPITAL95
M STREET SW
WASHINGTON,DC
20024

53-0234290

501(C)(3)

US NAVY MEMORIAL
FOUNDATION701
PENNSYLVANIA
AVE NW
WASHINGTON,
DC 20004

52-1104476

501(C)(3)

WESTERN GOVERNORS'
ASSOCIATION1600
BROADWAY SUITE 1700
DENVER,CO
80202

84-0747227

501(C)(l)

10,000

CONTRIBUTIONS
POLITICAL
ORGANIZATIONS

WESTERN LAMPAC321
16TH AVENUE SOUTH
SEATTLE,WA
98144

20-2432543

501(C)(6)

16,000

CONFERENCE
SPONSORS HIP

WOMEN'S COUNCIL ON
ENERGY AND THE
ENVIRONMENTPO
BOX
33211
WASHINGTON,DC
20033

52-1258690

501(C)(3)

5,000

EVENT SPONSORSHIP

ALLIANCE TO SAVE
ENERGYPO BOX 791399
BALTIMORE, MD 2127 9

52-1082991

501(C)(3)

5,000

CO NT RI BU TIO NS/MEMBERSHIP

ALLIANCE TO SAVE
ENERGYPO BOX 791399
BALTIMORE, MD 2127 9

52-1082991

501(C)(3)

10,000

ASA EC ENTER FOR
ASSOCIATION
LEADERSHIP1575
I
STREET NW
WASHINGTON,DC
20005

53-0026940

501(C)(6)

5,000

CONTRIBUTIONS
MEMBERSHIPS

ACCF-CTR FOR POLICY
RESEARCH1750
K STREET
400
WASHINGTON,DC
20006

52-1091172

501(C)(3)

10,000

CONTRIBUTIONS
EDUCATION

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

52-0140979

501(C)(3)

5,000

CONFERENCE
SPONSORS HIP

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

52-0140979

501(C)(3)

15,000

APPLE TREE INSTITUTE
FOR EDUCATION
(AMAZON)415
MICHIGAN
AVE NE 3RD FLOOR
WASHINGTON,DC
20017

04-3331760

501(C)(3)

5,821

CONTRIBUTIONS
EDUCATION

BA RN ES AND
THORNBURG (FEDERAL
WATER QUALITY
COALITION
)0 NE NORTH
WACKER DRIVE SUITE
4400
CHICAGO,IL
60606

35-0900596

17,500

CONTRIBUTIONS
COALITIONS

CENTER FOR ENERGY
WORKFORCE
DEVELOPMENT701
PENNSYLVANIA
AVE NW
3RD FLOOR
WASHINGTON,
DC 20004

20-4504014

501(C)(3)

5,000

CONFERENCE
SPONSORS HIP

CENTER FOR
LEGISLATIVE
ENERGY
AND ENVIRONMENTAL
RESEARCH5400
LBJ
FREEWAY
DALLAS,TX
75240

72-2351673

501(C)(4)

5,000

CONTRIBUTIONS
POLITICAL
ORGANIZATIONS

PHI COMMUNITY
FOUNDATION701
STREET NW
WASHINGTON,DC

NINTH
20068

303,000

EVENT SPONSORSHIP

52,952

FMV

ADMINISTRATIVE
SUPPORT

PROGRAM

SUPPORT

CORPORATE
RESPONSIBILITY
5,000

EVENT SPONSORSHIP

EVENT SPONSORSHIP

EVENT SPONSORSHIP

 Form 990,Schedule

I, Part II, Grants and Other Assistance

(a) Name and address
organIzatIon
or government

of

(b) EIN

to Governments

and Organizations

(c) IRC Code section
1f applicable

(d) Amount of cash
grant

(e) Amount of noncash
assistance

in the United States
(f) Method of
valuation
(book, FMV, appraisal,
other)

(g) Description of
non-cash assistance

(h) Purpose of grant
or assistance

CO NGRESSIO NA L
MANAGEMENT
FOUNDATION513
CAPITOL
CT NE SUITE 300
WASHINGTON,DC
20002

52-1076614

501(C)(3)

10,000

CONTRIBUTIONS
POLITICAL
ORGANIZATIONS

COUNCIL O F GREAT LAKES
INDUSTRIES3600
GREEN
COURT
ANN ARBOR,MI
48105

38-2973776

501(C)(6)

15,000

CONTRIBUTIONS
COALITIONS

CURE DUES1050 THOMAS
JEFFERSON STREET NW
SUITE 700
WASHINGTON,DC
20007

52-1331523

501(C)(6)

6,250

CONTRIBUTIONS
SPONSORS HIP

DEMOCRATIC
GOVERNORS
ASSOCIATION1401
K
STREET NW SUITE 200
WASHINGTON,DC
20005

52-1304889

15,000

CONFERENCE
SPONSORS HIP

ENERGY RESOURCES AND
ENVIRONMENT
PROGRAM
1717 MASSACHUSETTS
AVE NW SUITE 745
WASHINGTON,DC
20036

52-0595110

501(C)(3)

5,000

CONTRIBUTIONS
EDUCATION

ENVIRONMENTAL
COUNCIL OF THE STATES
PO BOX 758616
BALTIMORE, MD 2127 5

36-3962169

501(C)(6)

5,000

CONFERENCE
SPONSORS HIP

FIGHT FOR CHILDREN INC
1726 M STREET NW SUITE
202
WASHINGTON,DC
20036

52-1706059

501(C)(3)

5,000

EVENT
SPONSORS HIP

HORTON'S KIDSll0
MARYLAND AVE NE SUITE
207
WASHINGTON,DC
20002

52-1755403

501(C)(3)

10,000

EVENT
SPONSORS HIP

HUNTON AND WILLIAMS
LLP2200 PENNSYLVANIA
AVE NW
WASHINGTON,
DC 20037

54-0572269

99,877

CONTRIBUTIONS
ENVIRONMENTAL

INSTITUTE
FOR
EDUCATION4410
MASSACHUSETTS
AVE NW
WASHINGTON,
DC 20016

52-1776349

501(C)(3)

10,000

CONTRIBUTIONS
MEMBERSHIP

JOHN HOPKINS
UNIVERSITY!
717
MASSACHUSETTS
AVE NW
WASHINGTON,DC
20036

52-0595110

501(C)(3)

5,000

CONTRIBUTIONS
EDUCATION

MACRUC1101
VERMONT
AVENUE NW SUITE 200
WASHINGTON,DC
20005

52-2027917

501(C)(3)

6,475

CONFERENCE
SPONSORS HIP

NATIONAL
FUEL FUNDS
NET WO RKl0 10 VERMONT
AVENUE NW SUITE 718
WASHINGTON,DC
20005

52-1559709

501(C)(3)

5,000

EVENT
SPONSORS HIP

NATIONAL
HISPANIC
CAUCUS OF STATE
LEGISLATORS444
NORTH
CAPITOL STREET NW
SUITE
303
WASHINGTON,
DC 20001

84-1168319

501(C)(3)

15,000

CONTRIBUTIONS
MEMBERSHIP

NATIONAL
SAFETY
COUNCIL1121
SPRING
LAKE DRIVE
ITASCA,IL
60143

36-2167809

501(C)(3)

5,000

EVENT
SPONSORS HIP

NERO 1707 PRINCE STREET
5
ALEXANDRIA,VA
22314

91-1850125

501(C)(3)

5,650

EVENT
SPONSORS HIP

POLITICOll00
WILSON
BLVD SUITE 610
ARLINGTON,VA
22209

20-5354799

85,000

EVENT
SPONSORS HIP

POLLINATOR
PARTNERSHIP423
WASHINGTON
ST 5TH
FLOOR
SAN FRANCISCO,CA
94111

94-3283967

5,000

CONFERENCE
SPONSORS HIP

REPUBLICAN
STATE
LEADERSHIP COMMITTEE
1800 DIAGONAL
ROAD
SUITE 230
ALEXANDRIA,VA
22314

05-0532524

50,000

CONTRIBUTIONS
POLITICAL
ORGANIZATIONS

REPUBLICAN
STATE
LEADERSHIP COMMITTEE
1800 DIAGONAL
ROAD
SUITE 230
ALEXANDRIA,VA
22314

05-0532524

5,000

EVENT
SPONSORS HIP

501(C)(3)

 Form 990,Schedule
(a) Name and address
organIzatIon
or government

I, Part II, Grants and Other Assistance
of

(b) EIN

to Governments

and Organizations

(c) IRC Code section
1f applicable

(d) Amount of cash
grant

(e) Amount of noncash
assistance

in the United States
(f) Method of
valuation
(book, FMV, appraisal,
other)

(g) Description of
non-cash assistance

(h) Purpose of grant
or assistance

STATE LEGISLATIVE
LEADERS FOUNDATION
1645 FALMOUTH ROAD
BUILDING
D
CENTERVILLE,MA
02632

23-7148478

501(C)(3)

10,000

CONTRIBUTIONS
MEMBERSHIP

US CHAMBER OF
COMMERCE1615
H STREET
NW
WASHINGTON,DC
20062

53-0045720

501(C)(3)

50,000

CONTRIBUTIONS
MEMBERSHIP

UTILITY ARBO RIST
ASSOCIATION2101
WEST
PARK COURT
CHAMPAIGN,IL
61821

37-1404021

501(C)(3)

12,500

CONFERENCE
SPONSORS HIP

UTILITY ARBO RIST
ASSOCIATION2101
WEST
PARK COURT
CHAMPAIGN,IL
61821

37-1404021

501(C)(3)

10,000

CONTRIBUTIONS
ENVIRONMENTAL

VOLTA LIVE INC5500
FRIENDSHIP
BLVD 2322N
CHEVY CHASE,MD
20815

20-5291054

WORLD CONFERENCE OF
MAYORS INC108 GRAY
STREET SUITE 101
TUSKEGEE,AL
36083

52-1373507

501(C)(3)

CENTER FOR ENERGY
WORKFORCE
DEVELOPMENT701
PENNSYLVANIA
AVE NW
3RD FLOOR
WASHINGTON,
DC 20004

20-4504014

501(C)(3)

7,500

EVENT
SPONSORS HIP

5,000

EVENT
SPONSORS HIP

205,261

FMV

IN-KIND

SUPPORT

PROGRAM

SUPPORT

 efile

GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN:93493312024603

Compensation Information

Schedule J
(Form 990)

0MB No 1545-0047

2012

For certain Officers,
~

Department
of theTreasury
InternalRevenueService

Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
~ Attach to Form 990. ~ See separate instructions.

Name of the organ1zat1on

Open to Public
Inspection

Employer identification

number

EDISON ELECTRIC INSTITUTE INC

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
1
b

First-class
Travel

or charter

1
1
F
1

travel

for companions

Tax 1demn1f1cat1on and gross-up
D1scret1onary

spending

payments

account

Housing

allowance

Payments
Health

or residence

for business

or social

Personal

use

residence

club dues or 1n1t1at1on fees

services

(e g, maid, chauffeur,

prior to re1mburs1ng or allowing expenses incurred
Director, regarding the items checked 1n line la7

chef)

payment or
to explain

lb

Yes

2

Yes

by all officers,

Indicate which, 1f any, of the following the f1l1ng organ1zat1on used to establish the compensation
of the
organ1zat1on's CEO/Executive
Director
Check all that apply Do not check any boxes for methods
used by a related organ1zat1on to establish compensation
of the CEO/Executive
Director, but explain 1n Part III

3

F
F
F

Compensation
Independent

I

committee
compensation

Form 990 of other organ1zat1ons

Approval
1n Form 990,

Part VII,

Receive

b

Part1c1pate 1n, or receive

payment

from, a supplemental

c

Part1c1pate 1n, or receive

payment

from, an equity-based

a severance

payment

If "Yes" to any of lines 4a-c,
Only 501(c)(3)

and 501(c)(4)

or change-of-control

11st the persons
organizations

The organ1zat1on7

b

Any related
If "Yes,"

A, line la with respect

to line Sa or Sb, describe

The organ1zat1on7

b

Any related

to the f1l1ng organ1zat1on

compensation
the applicable

plan7

4b

arrangement?
amounts

4c

Yes
No

for each item 1n Part III

lines 5-9.

A, line la, did the organ1zat1on pay or accrue

any

Sa

Sb
1n Part III
A, line la, did the organ1zat1on pay or accrue

any

6a

organ1zat1on7

to line 6a or 6b, describe

No

4a

6b
1n Part III

7

For persons listed 1n Form 990, Part VII, Section
payments not described 1n lines 5 and 67 If"Yes,"

8

Were any amounts reported 1n Form 990, Part VII, paid or accured pursuant to a contract
subJect to the 1n1t1al contract exception described 1n Regulations section 53 4958-4(a)(3)7
1n Part III
If"Yes"
section

committee

organ1zat1on7

a

If "Yes,"

or study

by the board or compensation

nonqual1f1ed retirement

only must complete

For persons listed 1n Form 990, Part VII, Section
compensation
contingent on the net earnings of

6

Section

contract

survey

payment?

and provide

For persons listed 1n Form 990, Part VII, Section
compensation
contingent on the revenues of

a

employment

Compensation

a

5

Written

consultant

During the year, did any person listed
or a related organ1zat1on

4

9

for personal

use of personal

If any of the boxes 1n line la are checked, did the organ1zat1on follow a written policy regarding
reimbursement
or prov1s1on of all of the expenses described above7 If "No," complete Part III
Did the organ1zat1on require substant1at1on
directors, trustees, and the CEO/Executive

2

No

A, line la, did the organ1zat1on provide
describe 1n Part III

to line 8, did the organ1zat1on also follow the rebuttable
53 4958-6(c)7

For Pa erwork Reduction Act Notice, see the Instructions

presumption

for Form 990.

procedure

any non-fixed

7
that was
If "Yes,"

describe
8

described

1n Regulations
9

Cat

No 50053T

Schedule J (Form 990) 2012

 Sch e du Ie J (Form 9 9 0 ) 2 0 1 2

l:itiiil

Officers,

Directors,

page

Trustees,

Key Employees,

and Highest

Compensated

Employees.

2

Use duplicate copies 1f add1t1onal space 1s needed.

For each 1nd1v1dual whose compensation
must be reported 1n Schedule J, report compensation
from the organ1zat1on on row (1) and from related organ1zat1ons, described 1n the
1nstruct1ons, on row (11) Do not 11st any 1nd1v1duals that are not listed on Form 990, Part VII
Note. The sum of columns (B)(1)-(111) for each listed 1nd1v1dual must equal the total amount of Form 990, Part VII, Section A, line la, applicable column (D) and (E) amounts for that 1nd1v1dual

(A) Name and Title

(B) Breakdown
(i) Base
compensation

ofW-2

and/or 1099-MISC
(ii) Bonus &
incentive
compensation

compensation
(iii) Other
reportable
compensation

(C) Retirement
other deferred
compensation

and

(D) Nontaxable
benefits

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

(F) Compensation
reported as deferred
1n prior Form 990

See Add1t1onal Data Tablel
Schedule J (Form 990) 2012

 Sch e du Ie J (Form 9 9 0 ) 2 0 1 2

i:ifilOI Supplemental

Page 3

Information

Complete this part to provide the 1nformat1on, explanation,
Also complete this part for any add1t1onal 1nformat1on

I

Identifier

or descriptions

Return Reference

required

for Part I, lines la,

lb, 3, 4a, 4b, 4c, Sa, Sb, 6a, 6b, 7, and 8, and for Part II
Explanation

PART I, LINE lA

PART 1, QUESTION
lA -TRAVEL
FOR COMPANIONS
JOHN EASTON $449 INCLUDED IN INCOME PART I,
QUESTION
lA - HEALTH OR SOCIAL CLUB DUES OR INITIATION
FEES THOMAS KUHN $1,S0S INCLUDED
IN INCOME RICHARD MCMAHON $877 INCLUDED IN INCOME

PART I, LINE 4B

THE EDISON ELECTRIC INSTITUTE
PROVIDES A NON-QUALIFIED
PLAN FOR ELIGIBLE MANAGEMENT
EMPLOYEES THOMAS R KUHN $2,444,903
DAVID K OWENS $278,246
BRIAN WOLF $102,8Sl
EDWARD
COMER $108,622
MARY MILLER $83,4S8 QUINLAN SHEA $46,8S2 RICHARD MCMAHON $68,230
JAMES
FAMA $S0,682 KATHRYN STECKELBERG $S9,136 JOHN EASTON $38,S86 BRIAN MCCORMACK $4,860
JOHN SCHLENKER $34,622
JAMES OWEN $23,012
RICHARD TEMPCHIN
$26,0S0
Schedule J (Form 990) 2012

 Additional Data

Return to Form

Software
Software

ID:

Version:
EIN:

13-0659550

Name:

Form 990. Schedule

J, Part II - Officers,

(A) Name

Directors.

(B) Breakdown

ofW-2

DAVID
BRIAN

KUHN
OWENS

WOLFF

EDWARD COMER
MARY MILLER
QUINLAN

SHEA III

RICHARD

MCMAHON

JAMES FAMA
KATHY STECKELBERG
BRIAN

MCCORMACK

JOHN EASTON

JR

JOHN SCHLENKER
RICHARD

TEMPCHIN

JAMES OWEN
SADEGH

RAZEGHI

JAMES RO EWER
BILL FANG
PATRIC

O'KELLEY

LYNN LEMASTER

(1)
(11)

850,506

(1)
(11)

5 20,455

(1)
(11)

528,954

(1)
(11)

284,573

(1)
(11)

263,091

(1)
(11)

240,130

(1)
(11)

238,641

(1)
(11)

232,641

(1)
(11)

245,466

(1)
(11)

244,650

(1)
(11)

212,031

(1)
(11)

192,114

(1)
(11)

185,641

(1)
(11)

182,794

(1)
(11)

174,460

(1)
(11)

144,199

(1)
(11)

167,771

and/or

Key Employees,

1099-MISC

. h est C ompensate
an d H1g
(C) Deferred
compensation

compensation

664,643

2,488,655
0

265,000
0

(D) Nontaxable
benefits

33,943

252,000

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

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

97,000

27,531

93,000
0

18,775

90,000
0

18,718
18 ,81 7
0

112,520

0

3,200

120,992

0
84,000

0

2,314

78,000
0

28,798

75,000
0

26,580

66,000
0

19,519

68,000
0

15,803

32,900
0

23,176

36,500
0

20,042

11,000

21,702
0

0
0

0
0

182,812

0
0

1,888,571

0

19,760

19,396

60,892

0
0

0

0
0

0

0
0

0

0
0

0

0
0

0

0
0

0

0
0

0

0
0

0

0
0

0

0
0

0

0
0

0

0
0

0

0
0

280,679
0

0

0

430,648
0

2,196

91,966

0
0

424,813
0

0

0

0

21,325

47,947

0

440,808
0

0

0

0

19,926

144,291

0
0

433,679
0

0

0

0

14,290

132,328

0

370,099
0

0

0

0

9,775

127,188

0
0

463,371
0

0

0

0

9,713

100,560

0

469,844
0

0

0

0

21,866

29,360

0
0

494,215
0

0

0

0

21,910

0

0

464,744
0

0

0

0

16,265

124,946

0
0

534,193
0

0

0

84,000
0

5,033

96,574
0

0

610,406
0

0

0
84,000

0

22,440

141,538

0
0

941,782
0

0

0

0

12,657

175,798

0
1,169,574

0

0

0

0

12,744

140,839

22,595

4,083,818
0

0

0

0

0

337,432

7,332

105,000

26,418
0

0

0

0

53,596
0

0

0

180,000

d Emp oyees

(iii) Other
compensation

0

(1)
(11)
(1)
(11)

Trustees,

(ii) Bonus &
1ncent1ve
compensation

(i) Base
Compensation
THOMAS

EDISON ELECTRIC INSTITUTE INC

312,103
0

14,694

2 76,059

0

0

0

0

0
0

0
0

0

0
0

9,357

182,812
2,077,928

0

 efile GRAPHIC

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Schedule L

DLN:93493312024603

As Filed Data -

0MB

Transactions with Interested Persons

(Form 990 or 990-EZ)

2012

~ Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 99O-EZ, Part V, line 38a or 4Ob.
~ Attach to Form 990 or Form 99O-EZ. ~ See separate instructions.

Department
of theTreasury
InternalRevenueService

Name of the organIzatIon

No 1545-0047

Open to Public
Inspection

Employer identification

number

EDISON ELECTRIC INSTITUTE INC

13-0659550

Excess Benefit
Complete

Transactions

1fthe organIzatIon

(a) Name of d1squal1f1ed person

1

answered

(section 501(c)(3)
"Yes"

on Form 990

Enter the amount
4958
•

of tax incurred

3

Enter the amount

of tax, 1fany, on line 2, above, reimbursed

Loans to and/or

'

Part IV

'

line 25a or 25b

(b) Relat1onsh1p between d1squal1f1ed
person and organIzatIon

2

i:)ffiiii

and section 501(c)(4)

by organIzatIon

managers

From Interested

organ1zat1ons only).
'

or Form 990-EZ

(c) Description

'

Part V line 40b

of transaction

'

(d) C orrected7
Yes

or d1squal1f1ed persons

I

No

during the year under section
,... $

,... $

by the organIzatIon.

Persons.

Complete 1f the organIzatIon answered "Yes" on Form 99 0-EZ, Part V, line 3 Sa, or Form 99 O, Part IV, line 2 6, or 1f the
oraanIzatIon reoorted an amount on Form 990 Part X line 5 6 or22
(g) In
(a) Name of (b) Relat1onsh1p
(c) Purpose of
(d) Loan to
(e)O rig1nal
(h)
(f)Ba la nee
(i)Written
interested
with organIzatIon
loan
or from the
principal
due
default?
Approved
agreement?
organ IzatI on 7
person
amount
by board or
commIttee7
To
(1) THO MAS CEO
KUHN

X

,... $

Total

l:r-P•U•

From

SPLIT
DOLLAR LIFE
INSU RANCE
POLICY WITH
CEO

Yes
0

536,273

No

Yes

No

Yes

No

Yes

No

Yes

5 36,273

Grants or Assistance Benefitting Interested
Persons.
Complete 1f the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested
person

(b) Relat1onsh1p between
interested person and the
organ IzatI on

(c) A mount of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

(d) Type of assistance

Cat No 50056A

(e) Purpose

of assistance

Schedule L (Form 990 or 990-EZ) 2012

 Sch e du Ie L (Form 9 9 O or 9 9 O- E Z) 2 O 1 2

lffll(fJ

Page

Business Transactions
Involving
Interested
Persons.
Como Iete 1f t he oraa rnzat1on a nswe re d II Yes on Form 990 Part IV

(a) Name of interested

person

(b) Relat1onsh1p
between interested
person and the
organ 1zat1on

(c) A mount of

me 28a 28 b or 28c.
(d) Description

of transaction

transaction

(e) Sharing
of
organ1zat1on's
revenues?
Yes

-~1
..•••

Supplemental
Com

lete this

Identifier

2

No

Information
art to

rov1de add1t1onal 1nformat1on for res onses to

Return Reference

uest1ons on Schedule

L see 1nstruct1ons

Explanation
Schedule

L (Form 990 or 990-EZ)

2012

 efile

GRAPHIC

rint - DO NOT PROCESS

SCHEDULE 0
(Form990 or 990-EZ)
Department
of theTreasury
InternalRevenueService

As Filed Data -

DLN:93493312024603
0MB No 1545-0047

Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
~ Attach to Form 990 or 990-EZ.

Name of the organ1zat1on

Employer identification

2012
number

EDISON ELECTRIC INSTITUTE INC

13-0659550

Identifier

Return
Reference

Explanation

FORM990,
PART VI,
SECTIONA,
LINE1

THE BOARD OF DIRECTORS,AFTER EACH ANNUAL ELECTIONOF DIRECTORSAND BY THE RESOLUTION
ADOPTEDBY A MAJORITYOF THE ENTIREBOARD, MAY DESIGNATEFROM ITS OWN MEMBERSHIP
AN EXECUTIVE
COMMITIEEOF EIGHTEENINCLUDINGTHE CHAIRMANAND VICE CHAIRMEN INADDITIONTO THOSEDESIGNATED
TO SERVEON THE EXECUTIVECOMMITIEE,FORMERCHAIRMENOF THE INSTITUTEWHO CONTINUEAS CHAIRMAN
OR CHIEFEXECUTIVEOFFICEROF A CLASS A INSTITUTEMEMBERSHALL SERVEAS EX OFFICIO,NON-VOTING
MEMBERSOF THE COMMITIEE THE EXECUTIVECOMMITIEEMAY EXERCISEALL THE POWERSOF THE BOARD OF
DIRECTORSBETWEENMEETINGSOF THE BOARD EXCEPT 1 APPROVAL OR RECOMMENDATION
TO MEMBERSOF
ACTIONTHAT IS REQUIREDTO BE APPROVEDBY MEMBERSUNDERSTATUTE,2 THE FILLINGOF VACANCIES IN
THE BOARD OF DIRECTORSOR INANY COMMITIEETHEREOF,3 THE FIXINGOF COMPENSATIONOF THE
DIRECTORSFOR SERVINGON THE BOARD OR ON ANY COMMITIEETHEREOF,4 THE AMENDMENTOR REPEAL
OF THE BYLAWS OR THEADOPTIONOF NEW BYLAWS, 5 THE AMENDMENTOR REPEALOF ANY RESOLUTION
OF THE BOARD WHICHBY ITSTERMSSHALL NOT BE SO AMENDABLEOR REPEALABLEAND AS OTHERWISE
REQUIREDBY RESOLUTIONOF THE BOARD OF DIRECTORSTHE CHAIRMANSHALL PRESIDEAT MEETINGSOF
THE EXECUTIVECOMMITIEE VACANCIES INTHE MEMBERSHIP
OF THE COMMITIEESHALL BE FILLEDBY THE
BOARD OF DIRECTORSTHE EXECUTIVECOMMITIEESHALL KEEPREGULARMINUTESOF THE PROCEEDINGS
AND
REPORTTHE SAME TO THE BOARD WHEN REQUIRED

 Identifier

Return
Reference

Explanation

FORM990,
PART VI,
SECTIONA,
LINE6

THE ORGANIZATIONHAS THREEVOTING CLASSES OF MEMBERSHIPOPERATING COMPANY MEMBERSINVESTOR-OWNEDOPERATING ELECTRICCORPORATIONSENGAGEDINTHE GENERATION,TRANSMISSION,OR
DISTRIBUTION
OF ELECTRICTYTO THE PUBLICINTHE US OR ITS POSSESSIONSEEl'SUS SHAREHOLDER-OWNED
ELECTRICCOMPANY MEMBERSSERVE95% OF THE ULTIMATECUSTOMERSINTHIS SEGMENTOF THE INDUSTRY
AND REPRESENT
APPROXIMATELY70% OF THE US ELECTRICPOWERINDUSTRY HOLDINGCOMPANY MEMBERS
- BEINGCORPORATIONSINTHE US OR ITS POSSESSIONSWHICHBY VIRTUEOF OWNERSHIPOF SECURITIESIN
INVESTOR-OWNEDCORPORATIONSARE INTERESTED
INADVANCING THE BUSINESSOF OPERATING ELECTRICAL
COMPANIESIN RELATIONTO THE SALE OF ELECTRICITYTO THE ULTIMATECONSUMERSUBSIDIARYCOMPANY
MEMBERS- BEINGSUBSIDIARYCOMPANIESOF OPERATING COMPANYOR HOLDINGCOMPANY MEMBERS,
SHALL BE ELIGIBLEFOR SEPARATEMEMBERSHIPPARTICIPATIONON STANDINGCOMMITIEESAND IN OTHER
ACTIVITIESOF THE ORGANIZATIONSHALL BE DEFINEDBY AND DETERMINED
FROMTIMETO TIMEBY THE BOARD
THE ORGANIZATIONHAS THREENON-VOTINGCLASSES OF MEMBERSHIPINTERNATIONALAFFILIATES- EDISON
ELECTRICINSTITUTESINTERNATIONALAFFILIATESPROGRAMPROVIDESTHE CRITICALLINKTHAT BRINGS
TOGETHERELECTRICCOMPANIESAROUNDTHEWORLD WITH THE US ELECTRICPOWERINDUSTRY THIS SPECIAL
PROGRAMOFFERSELECTRICCOMPANIESOUTSIDETHE US THE OPPORTUNITYTO BECOMEEEiMEMBERS
REGARDLESSOF THEIROWNERSHIPFORM THROUGHITS EXPANDEDINTERNATIONALINVOLVEMENT,EEi
BROADENSTHE VALUE OF SHAREDEXPERTISEAND EXPERIENCE
ON ISSUESOF CONCERNAND INTERESTTO
ELECTRICCOMPANIESAROUNDTHEWORLD ASSOCIATES- EDISONELECTRICINSTITUTEINC ASSOCIATE
MEMBERSHIP
IS DESIGNEDFOR FIRMSTHAT HAVE AN INTERESTINADVANCING THE DEVELOPMENTOF THE
ELECTRICPOWERINDUSTRY THESEFIRMSMAY PROVIDEGOODSAND SERVICESTO THE INDUSTRY,BUT MAY
NOT BE ENGAGEDINTHE GENERATION,TRANSMISSION,DISTRIBUTION,
BROKERAGE,OR SALE OF ELECTRICITY
ASSOCIATE MEMBERSHIP
HELPSFIRMSTO BETTERKNOW AND UNDERSTANDTHE INDUSTRY,THE PEOPLE,AND
THE ISSUES HONORARY MEMBERS- MEMBERSWHO, ON ACCOUNTOF THEIRSTANDINGOR QUALIFICATIONS,IN
THE OPINIONOF THE BOARD AND BY ITS ELECTION,ARE ENTITLEDTO SUCH HONOR

 Identifier

Return Reference

Explanation

FORM990, PART VI, SECTION THE DIRECTORSARE ELECTEDAT THEANNUAL MEETINGBY VOTING CLASS MEMBERSOF THE
A,LINE7A
ORGANIZATIONEITHERIN-PERSONOR BY PROXY

 Identifier

Return Reference
FORM990, PART VI, SECTIONA, LINE7B

Explanation
THE MEMBERSHIP
OF THE ORGANIZATIONOOESAPPROVEBYLAW AMENDMENTS

 Identifier

Return Reference

Explanation

FORM990, PART
DUETO THE SIZE OF THE GOVERNINGBODY AND MAGNITUDEAND COMR...EXITY
OF THE FORM990, THE
VI, SECTIONB, LINE RETURNFOR EDISONELECTRICINSTITUTEINC IS REVIEWEDBY THE ORGANIZATION'SOUTSIDECPA FIRM
11
AND REPORTEDBY THE ENGAGEMENTPARTNERTO THE INSTITUTESEXECUTIVECOMMITIEEINADVANCE
OF FILING

 Identifier

Return
Reference
FORM990,
PART VI,
SECTIONB,
LINE12C

Explanation

THE ORGANIZATIONHAS WRITIEN CONFLICTOF INTERESTRJLICIESFOR ALL OFFICERS,DIRECTORS,AND KEY
EMPLOYEESEDISONELECTRICINSTITUTEINC'S CODEOF BUSINESSCONDUCTHAS BEENDISTRIBUTED
TO ALL
EMPLOYEESAND IS ON THE ORGANIZATION'SINTRANEf SITE THIS DOCUMENTINCLUDES,IN PART, EEl'SCORE
VALUES, OPERATING PRINCIPLES,
CONFLICTOF INTERESTRJLICY AND WHISTLEBLOWERRJLICY, WHICH
INCLUDESA CONFIDENTIAL800 TELEPHONENUMBER PERIODICREMINDERS
ARE GIVEN EDISONELECTRIC
INSTITUTE,INC HAS A WRITIEN DIRECTOR'SCONFLICTOF INTERESTRJLICY, APPLICABLETO ALL MEMBERSOF
ITS BOARD OF DIRECTORS,WHICHWAS FORMALLY ADOPTEDBY THE ORGANIZATION'SBOARD PERIODIC
REMINDERS
ARE GIVEN THE ORGANIZATIONALSO HAS A CORRJRATE COMPLIANCEOFFICER,A RJLICY AND
PROCEDUREFOR RERJRTINGVIOLATIONS OF THE CODEOF BUSINESSCONDUCTAS WELL AS CONCERNS
ABOUT THE USEOF EDISONELECTRICINSTITUTEINC'S CORRJRATE RESOURCESAND FINANCIALRERJRTING
AND A VENDORCODEOF CONDUCTRJLICY THEREHAS NOT BEENA VIOLATION OF THE CONFLICTOF
INTERESTRJLICIES,AL THOUGHWE STAND READY TO ENFORCETHE RJLICIESINAPPROPRIATE
CIRCUMSTANCES

 Identifier

Return
Reference
FORM990,
PART VI,
SECTIONB,
LINE15

Explanation
THE COMPENSATIONOF THE ORGANIZATION'SCEO IS BASED ON RESULTSFROMCOMPENSATIONSURVEYS
AND A REVIEWBY AN INDEPENDENT
CONSULTANT ON AN ANNUAL BASIS THE CEO'SCOMPENSATIONIS
REVIEWEDBY THE ORGANIZATION'SCOMPENSATIONCOMMITIEEAND APPROVEDBY THE BOARD THE
COMPENSATIONOF THE ORGANIZATION'SOFFICERSAND KEY EMPLOYEESIS BASED ON RESULTS FROM
COMPENSATIONSURVEYS AND A REVIEWBY AN INDEPENDENT
COMPENSATIONCONSULTANT ON AN
ANNUAL BASIS OFFICERCOMPENSATIONIS REVIEWEDBY THE ORGANIZATION'SCOMPENSATION
COMMITIEEAND APPROVEDBY THE EXECUTIVECOMMITIEE

 Identifier

Return
Reference
FORM990,
PART VI,
SECTIONC, LINE
19

Explanation
THE ORGANIZATION'SARTICLESOF INCORRJRATIONARE A RJBLIC DOCUMENTAND ARE AVAILABLE ON
THE VIRGINIASECRETARYOF STATE WEB SITE THE ORGANIZATION'SCONFLICTOF INTERESTRJLICY IS
AVAILABLE URJN REQUESTTHE ORGANIZATION'SAUDITEDFINANCIALSTATEMENTSARE NOT MADE
AVAILABLE TO THE RJBLIC, HOWEVERTHE BALANCE SHEETAND INCOMESTATEMENTCAN BE FOUNDON
THE FORM990 WHICH IS MADEAVAILABLE TO THE RJBLIC ON VARIOUS WEB SITESAND URJN REQUEST

 Identifier
CHANGESIN NETASSETS OR FUNDBALANCES

Return Reference
FORM990, PART XI, LINE9

Explanation
OTHERCOMPREHENSIVE
LOSS -6, 167,042

 efile GRAPHIC

As Filed

rint - DO NOT PROCESS

SCHEDULER
(Form 990)

DLN:93493312024603

Data -

0MB No

Related Organizations and Unrelated Partnerships
~

1545-0047

2012

Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
~ Attach to Form 990.
~ See separate instructions.

Open to Public
Inspection

Department
of theTreasury
InternalRevenueService

Employer identification

Name of the organIzatIon
EDISON ELECTRIC INSTITUTE INC

number

13-0659550

•ffll•

Identification

of Disregarded

Entities

(Complete

(a)
Name, address, and EIN (1f applicable) of disregarded entity

•iBi•••

1f the organ1zat1on answered "Yes" to Form 990, Part IV, line 33.)
(b)
Primary actIvIty

..

Ident1f1cat1on of Related Tax-Exempt
Organizations
(Complete
or more related tax-exempt organizations during the tax year.)

(a)
Name, address, and EIN of related organization

(b)
Primary actIvIty

(c)

(d)
Total income

Legal dom1c1le (state
or foreign country)

1f the organization

(e)
End-of-year

assets

(f)
Direct controlling
entity

answered "Yes " to Form 990, Part IV, line 34 because 1t had one

(c)
Legal dom1c1le (state
or foreign country)

(d)
Exempt Code section

(e)
Public charity status
(1f section 501(c)(3))

501(C)(3)

N/A

(f)
Direct controlling
entity

(g)
Section 512
(b)(13)
controlled
entIty7
Yes

(1) THOMAS ALVA EDISON FOUNDATION

SCIENTIFIC/ EDUCATION

DC

701 PENNSYLVANIAAVE NW

No

No
N/A

WASHINGTON, DC 20004
52-2106274
(2) CENTER FOR ENERGY WORKFORCE DEVELOPMENT

EDUCATION

DE

501(C)(3)

701 PENNSYLVANIAAVE NW

No

N/A
N/A

WASHINGTON, DC 20004
20-4504014

For Paperwork

Reduction Act Notice, see the Instructions

for Form 990.

Cat

No

50135Y

Schedule R (Form 990) 2012

 Sch e du Ie R (Form

i:bilhi

9 9 O) 2 O 1 2

Page

Identification
of Related Organizations
Taxable as a Partnership
(Complete 1f the organization
because 1t had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization

(b)
Primary actIvIty

(c)
Legal
dom1c1le
(state or
foreign
country)

(d)
Direct
controlling
entity

(e)
Predominant
mcome(related,
unrelated,
excluded from
tax under
sections 512514)

answered "Yes" to Form 990, Part IV, line 34

(f)
(g)
Share of
Share of
tota I income end-of-year
assets

(h)
(i)
(j)
DIsproprtIonate Code V-UBI
General or
allocations?
amount in box managing
partner?
20 of
Schedule K-1
(Form 1065)

Yes

lffll(fj

2

No

Yes

(k)
Percentage
ownership

No

Identification
of Related Organizations
Taxable as a Corporation
or Trust (Complete 1f the organ1zat1on answered "Yes" to Form 990, Part IV,
line 34 because 1t had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organIzatIon

(b)
Primary actIvIty

(c)
Legal
dom1c1le
(state or foreign
country)

(d)
Direct controlling
entity

(e)
Type of entity
(C corp, S
corp,
or trust)

(f)
Sha re of tota I
income

(g)
Share of endof-year
assets

(h)
Percentage
ownership

(i)
Section 512
(b)(13)
controlled
entIty7
Yes

No

Schedule R (Form 990) 2012

 Sch e du Ie R (Form 9 9 0 ) 2 0 1 2

•ffll*M

Page

Transactions

Note. Complete

With Related

line 1 1f any entity

1s listed

1 During the tax year, did the orgran1zat1on

a

of (i) interest

Receipt

1n Parts II, III,

engage

to related

C

Gift, grant, or capital

contribution

d

Loans or loan guarantees

to or for related

e

Loans or loan guarantees

by related

f

D1v1dends from related

from related

from related

i

Exchange

of assets

with related

j

Lease offac1l1t1es,

equipment,

or other assets

to related

k

Lease offac1l1t1es,

equipment,

or other assets

from related

2

listed

of services

la
lb

entity

organ1zat1on(s)
organ1zat1on(s)

or membership

of services

or membership

equipment,

of paid employees

or other assets

Sharing

p

Reimbursement

paid to related

organ1zat1on(s)

for expenses

q

Reimbursement

paid by related

organ1zat1on(s)

for expenses

r Other transfer

of cash or property

to related

s

of cash or property

from related

by related

with related

No

1d

No

le

No

lf

No

lg
1h

No
No

li

No

lj

No

1k
11

organ1zat1on(s)

1m

No

lo

Yes

lp
lq

Yes

lr
ls

organ1zat1on(s)
for 1nformat1on on who must complete

(a)

(b)

Name of other organ1zat1on

No

1n

organ1zat1on(s)

organ1zat1on(s)

see the 1nstruct1ons

Yes

le

organ1zat1on(s)

organ1zat1on(s)

If the answer to any of the above 1s "Yes,"

No

No
No

organ1zat1on(s)

or fundra1s1ng sol1c1tat1ons

ma1l1ng lists,

with related

organ1zat1on(s)

or fundra1s1ng sol1c1tat1ons for related

No

1n Parts II-IV7

organ1zat1on(s)

0

transfer

organ1zat1ons

organ1zat1on(s)

of assets

Other

with one or more related

organ1zat1on(s)

to related

offac1l1t1es,

transactions

organ1zat1on(s)

Purchase

n Sharing

Yes

schedule

organ1zat1on(s)

h

m Performance

"Yes" to Form 990, Part IV, line 34, 35b, or 36.)

organ1zat1on(s)

Sale of assets

Performance

1f the organ1zat1on answered

or (iv) rent from a controlled

g

I

or IV ofth1s

1n any of the following

(ii) annu1t1es (iii) royalties

b Gift, grant, or capital contribution

(Complete

Organizations

3

Transaction
type (a-s)

this line, 1nclud1ng covered

relat1onsh1ps

(c)
Amount involved

(1) THOMASALVAEDISONFOUNDATION

B

303,000

(2) CENTERFOR ENERGYWORKFORCEDEVELOPMENT

B

310,261

(3) THOMASALVAEDISONFOUNDATION

R

935,240

(4) CENTERFOR ENERGYWORKFORCEDEVELOPMENT

R

62,845

(5) THOMASALVAEDISONFOUNDATION

Q

1,020,627

(6) CENTERFOR ENERGYWORKFORCEDEVELOPMENT

Q

97,368

and transaction

No

Yes
No

thresholds
(d)

Method of determining amount involved

Schedule R (Form 990) 2012

 Sch e du Ie R (Form

iffll'1i

99 0 ) 20 12

Unrelated

Organizations

Page

Taxable

as a Partnership

P rov1de the following
1nformat1on for each entity taxed as a partnership
revenue)
that was not a related organ1zat1on
See 1nstruct1ons
regarding
(a)
Name, address, and EIN of entity

(Complete

1f the organization

answered "Yes" to Form 990, Part IV, line 37.)

through which the organ1zat1on conducted
more than five
exclusion
for certain
investment
partnerships

(b)
Primary act1v1ty

(c)
(d)
Legal
Predominant
dom1c1le
income
(state or
(related,
foreign
unrelated,
country)
excluded from
tax under
section 512514)

(e)
Are all partners
section
501(c)(3)
orgarnzat1ons7

Yes

No

4

(f)
Share of
total
income

percent

of its act1v1t1es

(g)
Share of
end-of-year
assets

(measured

(h)
D1sproprt1onate
allocat1ons7

Yes

No

by total

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

assets

or gross

(j)
General or
managing
partner?

Yes

(k)
Percentage
ownership

No

Schedule R (Form 990) 2012

 Sch e du Ie R (Form 9 9 O ) 2 O 1 2

l:ifii*dl

Supplemental
Com

lete this

Identifier

Page 5

Information
art to

rov1de add1t1onal 1nformat1on for res onses to

Return Reference

uest1ons on Schedule

R see 1nstruct1ons

Explanation

 Additional Data

Return to Form

Software
Software

ID:

Version:
EIN:
Name:

-->

Form 990. Schedule

R. Part V - Transactions

With Related

(a)
Name of other organ1zat1on

13-0659550
EDISON ELECTRIC INSTITUTE INC

Oraanizations
(b)
Transaction
type(a-s)

(c)
A mount

Involved

B

303,000

C E NT E R F O R E N ERG Y WO R K F O RC E DEV E LO P M E NT

B

310,261

THOMAS

R

935,240

C E NT E R F O R E N ERG Y WO R K F O RC E DEV E LO P M E NT

R

62,845

THOMAS

Q

THOMAS

ALVA

ALVA

ALVA

EDISON

EDISON

EDISON

FOUNDATION

FOUNDATION

FOUNDATION

C E NT E R F O R E N ERG Y WO R K F O RC E DEV E LO P M E NT

Q

1,020,627
97,368

(d)
Method of determ1n1ng
amount involved