**PUBLIC DISCLOSURE COPY** Form 990 ► Do not enter social security numbers on this form as it may be made public. ► Go to www.irs.Qov/Form990 A For the 2017 calendar year, or tax year beginning □ Address change □ Name □ Initial □ Final EDISON ELECTRIC INSTITUTE, INC. □ Amended return DApplicat1on pending 13-0659550 I Room/suite E Telephone number 701 PENNSYLVANIA AVENUE, N.W. return/ terminated 202-508-5000 345,393,869. City or town, state or province, country, and ZIP or foreign postal code G WASHINGTON, DC H(a) Is this a group return F Name and address of principal 20004-2696 R. KUHN officer:THOMAS l J 501(c)(3) l XJ 501(c) ( J Website: ► WWW. EEI. ORG K Form of organization: l X J Corporation Gross receipts $ H(b) 6 )◄ (insert no.) l J 4947(a)(1) or I J 527 Are all subordinates incl~~~~~DYes I L Year of formation: 19 3 31M State of legal domicile:VA TO PROVIDE A FORUMFOR THE ELECTRIC UTILITY INDUSTRY. ro ... 2 Check this box ► > 0 c:, 3 Number of voting members of the governing body (Part VI, line 1a) 3 4 Number of independent voting members of the governing body (Part VI, line 1b) . 4 5 Total number of individuals employed in calendar year 2017 (Part V, line 2a) 5 6 Total number of volunteers (estimate if necessary) . o!S "' Cl) :;::; ·s: :;::; u Cl) a: "' "' Cl) C: 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 1Oc, and 11 e) 12 Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) Benefits paid to or for members (Part IX, column (A), line 4) 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) . >< 0. ► 17 Other expenses (Part IX, column (A), lines 11 a-11 d, 11f-24e) . 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25). 19 Revenue less expenses. Subtract line 18 from line 12 20 Total assets (Part X, line 16) "'CO "'"' 0. 21 Total liabilities (Part X, line 26) 22 Net assets or fund balances. Subtract line 21 from line 20 . 0. 51,113,201. 96,951,315. -427,284. 48,599,764. 91,384,035. -384,852. Beginning of Current Year 136,459,383. 105,971,469. 30,487,914. e,a: .. 0 11. 1f ► Business Code 900099 MEMBERSHIP DUES 76 564 ,585. 76 564 ,585. 900099 8 880 ,592. 8 880 ,592. 900099 2 645 ,940. 2 645 ,940. d ADVERTISING e PUBLICATIONS 541800 400 ,955. 511190 88 ,785. f 400 ,955. 88 ,785. All other program service revenue _ a Total. Add lines 2a-2f _ Investment income (including dividends, interest, and 3 Unrelated business revenue !DJ Revenueexcluded from tax under sections 512 - 514 Noncash contributions included in lines 1a-1f: $ b MEETINGS C PROGRAMS 2a -~ Cl) Cl) ::I \'-'J All other contributions, gifts, grants,and similar amounts not includedabove .0 .... D !BJ Related or exempt function revenue 1b d Related organizations f Page9 1a Fundraising events C V,<( ·- Federated campaigns b Membership dues .. 0 13-0659550 INC. Statement of Revenue other similar amounts) __ 4 Income from investment of tax-exempt bond proceeds 5 Royalties 6a Gross rents (i) Real ► 88 580 ,857. ► ► ► 3 059 ,030. 3 059 ,030. -640 ,704. -640 ,704. (ii) Personal b Less: rental expenses _ C Rental income or (loss) d Net rental income or (loss) Gross amount from sales of 7a assets other than inventory (i) Securities 253,753,982. (ii) Other ► b Less: cost or other basis and sales expenses C 254 394 ,686. -640 ,704. Gain or (loss) ► d Net gain or (loss) Cl) Gross income from fundraising events (not including$ of 8a ::I C: Cl) > Cl) a: contributions reported on line 1c). See .. Part IV, line 18 Cl) .... ..c: a b Less: direct expenses_ 0 C b ► Net income or (loss) from fundraising events Gross income from gaming activities. See 9a Part IV, line 19 a b Less: direct expenses C b ► Net income or (loss) from gaming activities 10 a Gross sales of inventory, less returns and allowances a b Less: cost of goods sold C Net income or (loss) from sales of inventory Miscellaneous Revenue b ► Business Code 11 a b C d All other revenue e Total. Add lines 11 a-11d 12 732009 Totalrevenue.Seeinstructions. ► ► 90 999 ,183. 88 179 ,902. 400 ,955. 15571115 137216 064-03811200 2017.05000 2 418 ,326. Form 990 (2017) 11-28-17 13 EDISON ELECTRIC INSTITUTE, 064-0FDl EDISON ELECTRIC INSTITUTE, Form 990 2017 INC. 13 - 0 6 5 9 5 5 0 Pa e 10 Part IX Statement of Functional Expenses Section 501 (c)(3) and 501 (c)(4) organizations must complete all columns. All other organizations must complete column (A). LxJ Check if Schedule O contains a response or note to any line in this Part IX Do not include amounts reported on lines 6b, 7b, Bb, 9b, and 10b of Part VIII. (AJ Total expenses (BJ . Program service expenses lvJ Management and general expenses (DJ_. Fundra1s1ng expenses Grants and other assistance to domestic organizations 1 and domestic governments. See Part IV, line 21 2 3,692,982. Grants and other assistance to domestic individuals. See Part IV, line 22 Grants and other assistance to foreign 3 organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 _ 4 10,539. Benefits paid to or for members _ Compensation 5 of current officers, directors, 12,029,008. trustees, and key employees Compensation not included above, to disqualified 6 persons (as defined under section 4958(1)(1)) and persons described in section 4958(c)(3)(B) 20,305,228. 7 Other salaries and wages _ 8 Pension plan accruals and contributions (include 9 Other employee benefits section 401(k) and 403(b) employer contributions) 10 Payroll taxes 11 2,299,986. 2,842,268. 1,604,260. Fees for services (non-employees): a Management _ 13,475,971. 94,845. 1,431,314. b Legal_ c Accounting _ d Lobbying _ e Professional fundraising services. See Part IV, line 17 f 376,028. Investment management fees_ g Other. (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Sch 0.) 12 Advertising and promotion 13 Office expenses __ 14 Information technology 15 Royalties _ 16 Occupancy_ 17 Travel 18 5,613,933. 2,862,233. Payments of travel or entertainment expenses for any federal, state, or local public officials Conferences, conventions, 19 and meetings 20 Interest 21 Payments to affiliates _ 22 Depreciation, depletion, and amortization 23 Insurance 24 Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0.) a b C d SUBSCRIPTIONS OTHER TAXES TRAINING OTHER AWARDS AND GIFTS e All other expenses 25 26 9,230,362. 191,243. 2,018,471. 1,598,504. Totalfunctionalexpenses.Add lines 1 through 24e 52,416. 8,465,080. 1,718,439. 146,225. 704,220. 164,691. 135,635. 123,489. 196,665. 91,384,035. Jointcosts.Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here ► D if following SOP 98-2 (ASC 958-720) Form 732010 11-28-17 15571115 137216 064-03811200 2017.05000 14 EDISON ELECTRIC INSTITUTE, 990 (2017) 064-0FDl EDISON ELECTRIC INSTITUTE, Form 990 (2017) I Part X I Balance INC. 13 - 0 6 5 9 5 5 0 Page 11 Sheet LJ Check if Schedule O contains a response or note to any line in this Part X (A) Beginning of year 1 Cash - non-interest-bearing 2 Savings and temporary cash investments _ 3 Pledges and grants receivable, net 4 Accounts receivable, net 5 Loans and other receivables from current and former officers, directors, (B) End of year -59,438. 4,439,451. 2 1,235,443. 4 -1,136,940. 6,470,603. 1 3 1,520,784. trustees, key employees, and highest compensated employees. Complete Part II of Schedule L 6 5 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501 (c)(9) voluntary .... "' employees' beneficiary organizations (see instr). Complete Part II of Sch L _ 6 Cl) "' "'