.. PUBLIC DISCLOSURE COPY .. Return of Organization 990 Form 0MB No. 1545-0047 Exempt From Income Tax 2018 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) ► Do not enter social security numbers on this form as it may be made public. Internal Revenue Service IIIJ,,Go to www.irs.gov/Form990 for instructions and the latest information. A For the 2018 calendar year , or tax year beginning andending Department of the Treasury B Check if app licable: C Name of organization □Address change EDISON DName change Doinq business as □ Initial return ELECTRIC INSTITUTE , ated □Amended return Room/suite DC E Te lephone number 202-508-5000 337,383,939 City or town, state or province , country, and ZIP or fore ign postal code WASHINGTON, Employer identification number 13-0659550 I 701 ~ENNSYLVANIA AVENUE, N.W. return/ termin- D INC. Number and street (or P.O. box if mail is not deliveredto street address) DFinal Open to Public Inspection . G Gross receipts $ 20004-2696 H(a)Is this Di\pplica t1on pending a group return F Name and address of princ ipal officer:THOMASR. KUHN for subordinates? D ves CxJNo SAME AS C ABOVE H(b)Ne all subordinates incl~~;;,;~D Yes D No I Tax-exemot status: I I 501(c)(3) LXJ501(c) ( 6 j ◄ /insert no.) LJ 4947(a)(1) or LJ 527 If "No," attach a list . (see instructions ) J Website: ► WWW.EEI • ORG H(c)Grouo exemptio n number ► K Form of oroanization: I X I Corporation I I Trust I J Association I I Other ► I L Yearof formation: 19 3 31M Stateof leoal domicile:VA I Part 11 Summary 1 Briefly describe the organization's mission or most significant activities: TO PROVIDE A FORUM FOR THE Cl) 0 ELECTRIC UTILITY INDUSTRY. C nl C D if th e organization discontinued its operations or disposed of more than 25% of its net assets. ► Number of voting members of the governing bod y (Part VI, line 1a) ..... 3 .. ···· ··· ············ ···· .. . .. . ·· ········ ··· ·· Number of independent voting members of the governing body (Part VI, line 1b) ..... . 4 ... ... ... .... .. :t: 2 3 4 5 6 ~ 7 a Total Cl) 8 Contributions and grants (Part VIII, line 1h) 9 Program service revenue (Part VIII, line 2g) t ~ C, oll ti) .!! > Check this box ·· ·•· ·• Total number of individu als employed in ca lenda r year 20 18 (Part V, line 2a) ... .... .. .. ··· ·· Total number of volunteers (estimate if necessary) ... .. ... .... .. ..... ..... ·· · • ·· · ·· • •······ ··· ·· ··· ······· ······ · ·· · · ·· ··· ·••· · ·· ···· · ··· ·· ···· unrelated business revenue from Part VIII, co lumn (C), line 12 ..... .... ..... ··· ··· ··· ······ ·· ... ..... ..... . ... . . ..... b Net unrelated business tax able, income from Form 990-T, line 38 ········ ··• ······ ·· ... ... . ...... .. .... .. .... .... ·· ········ < 5 6 ......... ... .. ... .. 7a 7b PriorYear ::::, C ~ Cl) Ir ti) G) ti) C: G) Cl. )( w ~"' ocu u ,gJ c:: cu.!>! "'"' Vla) <("O .:; c:: z:::, u_ 10 11 12 13 14 15 ····· ·· ·· ····· ······· ··· ······ ···•· ····· · ·· · ·· ··· ·· · •··· .. . .... ..... .... . ······ ·· ••····· ······ ····· ······ •·· ··· ····· · Investment income (Part VIII, co lumn (A), lines 3, 4, and 7d) ... ... ·· · ··· ·••···· ·· ········ · · · ·· Other revenue (Part VIII, colum n (A), lines 5, 6d , Be, 9c , 10c, and 11e) ... ..... .. ..... ..... . Total revenue - add line s 8 throuqh 11 (must eoual Part VIII, column (Al, line 12) ... Grants and similar amounts paid (Part IX, colu mn (A), lines 1-3) Benefits paid to or for members (Part IX, column (A), line 4) ....... ... ... ..... ... .. .. ..... ··· ··· ··············· ·· ··· ··· · ........ Salaries, other compensation, employee benefits (Part IX, co lumn (A), lines 5-10) . 90,999,183. 3,703,521. 39,080,750. 16a Professional fundra ising fees (Part IX, column (A), line 11e) .. ... ... ........ ......... ·• ······ ·· · ·· ·· b Total fun drais ing expenses (Part IX, col umn (D), line 25) 17 18 o. ► Other expenses (Part IX, column (A), lines 11a-11d , 11f-24 e) ... ······ ····· ··· . .... .... .. .. ·· ·· · Total expenses. Add lines 13-17 (must equ al Part IX, col um n (A), line 25) ..... ... .. .... . . ... 19 Revenue less expenses . Subtr act line 18 from line 12 .. . . . . . . . . . . . . . . . . .... ... ., ·· ··· ·· ·· ... .. CurrentYear u. 88,580,857. 2,418,320. 0. 88,599,207. 2,501,316. o. 91,100,523. 2,110,443. o. o. 40,271,152. 22 I Part Net assets or fund balances . Subtract line 2 1 from line 20 ·· ····· ·· ··· ·· ........ ... ........ ..... ... II I ~,gnature Block o. o. 0. 48,599,764. 91,384,035. -384,852. 52,299,274. 94,680,869. -3,580,346. Beginningof Current Year 20 Total asset s (Part X, line 16) · ··· ·· ··· •· ··· ·•· · ·· · ·· ·· · ··· · ·· ·· ··· ·· ·· ······· ···· ·· ···· ·· ··· ···· ············· ·· 21 Total liabilities (Part X, line 26) ········· .. ......... . .. . . . . . . . . . . . . . . .......... .. ... ... .... ....... .... ... ... 69 69 227 100 433,327. 179,668. 142,022,849. 112,958,077. 29,064,772. Endof Year 141,421,911. 110,091,770 31,330,141. . 1::; , Under penaltiesof pk ju JY,I ec:t~ I have examinedthis ;zn , including accompanyingschedules and statements, and to the best of my knowledgeand belief, it is true, correct, and c Ille. ~eel atio ofilre~rer _.!othertha1 icer) is basedon all information of which preparerhas any knowledge. IP ► Sign Here n l/ N r--- 1 VV v Crona ure or officer ► JOHNS. v SCHLEN Type or pnnl nameana title Print/Typepreparer's name \/1/ i•I ti, hJ:J\<, [KI!!{, uate , TREASURER/CFO I ~ ':lrer's sig,!)Et(!~ Paid ~ CHAPMAN - Y,1t-'-/ l PreparerFirm's name ~ CLIFTONLARSONALLEN 4'..LP Use Only Firm's address ► 901 N. GLEBE ROAD, SUITE ARLINGTON, VA 22203 LHA I11/12/ 19 I uate Checi< Fir m's EIN ► Phone no. ... ··· ····· ···· ··· ····· ···· ···· ··· ········ ···· ForPaperwork ReductionActNotice,see the separateinstructions. LJ ~ :elf-employed 200 Mal the IRS discuss th is return wit h the 12re12arer shown above? (see instru ct ions ! 83200 1 12 -3 1-18 , -,/"1,,(;},A t-'IIN 00843460 41-0746749 5 71- 2 2 7 - 9 5 0 0 IX Ives Form I I No 990 (2018) EDISON ELECTRIC INSTITUTE, Form 990 2018 INC. 13-0659550 ~e2 Part Ill Statement of Program Service Accomplishments Check if Schedule O contains a response or note to any line in this Part Ill _ 1 Briefly describe the organization's mission: THE EDISON ELECTRIC INSTITUTE(EEI) IS THE ASSOCIATION THAT REPRESENTS ALL U.S INVESTOR-OWNED ELECTRIC COMPANIES. OUR MEMBERS PROVIDE ELECTRICITY FOR MORE THAN 220 MILLION AMERICANS, AND OPERATE IN ALL 50 STATES AND THE DISTRICT OF COLUMBIA. AS A WHOLE, THE ELECTRIC POWER 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? Dves OONo Dves OONo If "Yes," describe these new services on Schedule 0. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? ___ If "Yes," describe these changes on Schedule 0. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501 (c)(3) and 501 (c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4a --:---:-----=-) (Expenses$ =---=-----------:c=--=---== including grants of$ =----------=--=--==-=----=-=-------= ) (Revenue$ EEI'S CLEAN ENERGY ACTIVITIES COMPRISE A HOST OF ACTIVITI=E=s~R=E=L~A=T=E=D----=T= THE EVOLVING ELECTRIC GENERATION FLEET; A RANGE OF ENVIRONMENTAL REGULATIONS AND POLICIES; WHOLESALE ELECTRICITY MARKETS; THE NEED FOR A DIVERSE MIX OF GENERATION SOURCES; AND INTERCONNECTION POLICIES. AS THE ASSOCIATION OF INVESTOR-OWNED ELECTRIC COMPANIES, THESE PROGRAMS AND ACTIVITIES RELATE TO EEI'S MISSION. 4b (Code: ___ (Code: ) (Expenses$-------~ including grants of$ _________ ) (Revenue$ ________ _ EDISON ELECTRIC INSTITUTE (EEI) IS FOCUSED ON A NUMBER OF GRID MODERNIZATION ACTIVITIES RELATED TO PROMOTING THE VALUE OF THE ENERGY GRID; GRID TECHNOLOGY INVESTMENTS; THE CYBER AND PHYSICAL SECURITY OF THE GRID; AND THE PLANNING, BUILDING, AND OPERATION OF THE DISTRIBUTION SYSTEM. AS THE ASSOCIATION OF INVESTOR-OWNED ELECTRIC COMPANIES, THESE PROGRAMS AND ACTIVITIES RELATE TO EEI'S MISSION. 4c (Code: --:---:-----= ) (Expenses$------=,,...,,..-------=--=-----=-------= including grants of$ =-------=--=----=-=----==------) (Revenue$ EEI'S CUSTOMER SOLUTIONS ACTIVITIES ARE FOCUSED ON MEETIN=G----=c=u=s=T=o~M=E=R=s CHANGING NEEDS AND EXPECTATIONS AND ENSURING THAT ELECTRIC COMPANIES ARE ABLE TO OFFER CUSTOMERS THE PRODUCTS AND SERVICES THEY WANT TO PARTNER WITH POLICYMAKERS, INDUSTRY ALLIES, RESIDENTIAL, COMMERCIAL AND INDUSTRIAL CUSTOMERS, AND NON-TRADITIONAL ALLIES TO PROVIDE INNOVATIVE ENERGY SOLUTIONS. AS THE ASSOCIATION OF INVESTOR-OWNED ELECTRIC COMPANIES, THESE PROGRAMS AND ACTIVITIES RELATE TO EEI'S MISSION. 4d Other program services (Describe in Schedule 0.) 4e Total program service expenses ► (Expenses$ including grants of$ ) (Revenue$ Form 990 (2018) 832002 12-31-18 2 14161112 137216 064-03811200 2018.05000 EDISON ELECTRIC INSTITUTE, 064-0FDl EDISON ELECTRIC INSTITUTE , INC Form 990 (2018) I Part IV I Checklist of Required Schedules . 13 - 0659550 Paae Yes 1 2 3 No Is the organization described in section 501 (c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A_ 1 Is the organization required to complete Schedule B, Schedule of Contributors? 2 X X Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for 3 public office? If "Yes," complete Schedule C, Part I 4 3 X Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501 (h) election in effect during the tax year? If "Yes," complete Schedule C, Part II _ 4 Is the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues, assessments, or 5 similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part Ill _ 5 X Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to 6 provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I 7 6 X 7 X 8 X 9 X 10 X Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II __ Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete 8 Schedule D, Part Ill _ Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for 9 amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV 10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V 11 If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI 11a X b Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII C 11b X 11c X Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII _ d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX _ f X 11d e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X _ 11e X 11f X Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X 12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI and XII X 12a b Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional _ Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E 13 14a Did the organization maintain an office, employees, or agents outside of the United States? 12b X X X 13 14a b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fund raising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV_ 14b X Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any 15 foreign organization? If "Yes," complete Schedule F, Parts II and IV 15 X 16 X 17 X 18 X 19 X X Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to 16 or for foreign individuals? If "Yes," complete Schedule F, Parts Ill and IV 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11 e? If "Yes," complete Schedule G, Part I _ 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II 19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part Ill _ 20a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? 21 20b Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic aovernment on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II 832003 20a 14161112 21 X Form 990 (2018) 12-31-18 137216 064-03811200 2018.05000 3 EDISON ELECTRIC INSTITUTE, 064-0FDl Form 990 r2018l EDISON ELECTRIC INSTITUTE, I Part IV I Checklist of Required Schedules (continued) 13-0659550 INC. Paae4 Yes 22 No Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and Ill 23 X 22 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete ScheduleJ 24a 23 X Did the organization 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 issued after December 31, 2002? If "Yes," answer lines 24b through 24d and complete Schedule K. If "No," go to line 25a _ X 24a b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? _ 24c d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? _ 24d 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I 25a b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I 26 25b Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," 26 X 27 X a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV 28a b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV _ 28b X X complete Schedule L, Part II 27 Did the organization 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? If "Yes," complete Schedule L, Part Ill 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, 29 30 director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV __ 28c Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M _ 29 X X 30 X 31 X 32 X 33 X Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M _ 31 Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete 32 Schedule N, Part II 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I 34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, Ill, or IV, and 35a Part V, line 1 34 Did the organization have a controlled entity within the meaning of section 512(b)(13)? 35a X X 35b X b If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 _ 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2 _ 37 36 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI 38 X 37 Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 band 19? Note. All Form 990 filers are reauired to complete Schedule O _ I Part VI 38 X Statements Regarding Other IRS Filings and Tax Compliance D Check 1fSchedule O contains a response or note to any line In this Part V 1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable _ C I I 1a I I 1b Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming 137216 064-03811200 990 (2018) 1c Form 12-31-18 14161112 No 177 0 (gambling) winnings to prize winners? 832004 Yes 2018.05000 4 EDISON ELECTRIC INSTITUTE, 064-0FDl 13 - 0659550 Form 990 r2018l EDISON ELECTRIC INSTITUTE, INC. I Part VI Statements Regarding Other IRS Filings and Tax Compliance (continued) Paae Yes 5 No 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, 227 filed for the calendar year ending with or within the year covered by this return . b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? .. 2b X 3a X X Note. If the sum of lines 1a and 2a is greater than 250, you may be required toe-file (see instructions) 3a Did the organization have unrelated business gross income of $1,000 or more during the year? b If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation in Schedule O . 3b 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? . b If "Yes," enter the name of the foreign country: ► 4a X Sa X X ---------------------------- See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). Sa Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? .. Sb c If "Yes" to line 5a or 5b, did the organization file Form 8886-T?. Sc 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? X 6a b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? 7 6b Organizations that may receive deductible contributions under section 170(c). a Didthe organizationreceivea paymentin excessof $75 madepartlyas a contributionand partlyfor goodsand servicesprovidedto the payor? 7a b If "Yes," did the organization notify the donor of the value of the goods or services provided? 7b c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? d If "Yes," indicate the number of Forms 8282 filed during the year 7c ····················································c;~··c .___...._ ______ -I e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? f 7e 7f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? .. 7g h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? 7h Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the 8 sponsoring organization have excess business holdings at any time during the year? 9 8 Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable distributions under section 4966? 9a b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? 9b Section 501(c)(7) organizations. Enter: 10 I 1oa I a Initiation fees and capital contributions included on Part VIII, line 12 b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 10b Section 501(c)(12) organizations. Enter: 11 a Gross income from members or shareholders 11a b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) 11b 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? b If "Yes," enter the amount of tax-exempt interest received or accrued during the year 13 .................. I 12b .___...._ I ______ 12a -I Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? . 13a Note. See the instructions for additional information the organization must report on Schedule 0. b Enter the amount of reserves the organization is required to maintain by the states in which the I 13b I organization is licensed to issue qualified health plans . c Enter the amount of reserves on hand 13c 14a Did the organization receive any payments for indoor tanning services during the tax year? b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule 0 15 X 14a 14b Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or 15 excess parachute payment(s) during the year? .. X If "Yes," see instructions and file Form 4720, Schedule N. 16 Is the organization an educational institution subject to the section 4968 excise tax on net investment income? 16 X If "Yes," comolete Form 4720, Schedule 0. Form990 (2018) 832005 12-31-18 5 14161112 137216 064-03811200 2018.05000 EDISON ELECTRIC INSTITUTE, 064-0FDl Form990 EDISON ELECTRIC INSTITUTE, INC. 13-0659550 Pa "Yes" response to lines 2 through 7b below, and fora "No" response to line Ba, Bb, or 1Ob below, describe the circumstances, processes, or changes in Schedule 0. See instructions. 201s e6 Part VI Governance, Management, and Disclosure For each Check if Schedule O contains a response or note to any line in this Part VI Section A. Governing Body and Management Yes 1a Enter the number of voting members of the governing body at the end of the tax year 1a 69 1b 69 No If there are materialdifferencesin voting rights among membersof the governing body, or if the governing body delegatedbroad authority to an executivecommittee or similar committee, explainin Schedule0. b Enter the number of voting members included in line 1a, above, who are independent 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? 2 X 3 4 5 6 X X X X 7a X 7b X 8a 8b X X Did the organization delegate control over management duties customarily performed by or under the direct supervision 3 of officers, directors, or trustees, or key employees to a management company or other person? _ 4 5 6 7a Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? _ Did the organization become aware during the year of a significant diversion of the organization's assets? Did the organization have members or stockholders? Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? Did the organizationcontemporaneouslydocumentthe meetingsheld or written actions undertakenduring the year by the following: 8 a The governing body? b Each committee with authority to act on behalf of the governing body? Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the 9 oraanization's mailina address? If "Yes," provide the names and addresses in Schedule 0 Section B. Policies (This Section B requests X 9 information about policies not required by the Internal Revenue Code.) Yes 10a Did the organization have local chapters, branches, or affiliates? _ b If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? 11a b 12a b C Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? X 10b 11a X Describe in Schedule O the process, if any, used by the organization to review this Form 990. Did the organization have a written conflict of interest policy? If "No," go to line 13 Were officers, directors, or trustees,and key employeesrequiredto discloseannuallyintereststhat could give rise to conflicts? 12a 12b X X 12c 13 14 X X X 15a 15b X X Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done 13 14 15 No 10a Did the organization have a written whistleblower policy? Did the organization have a written document retention and destruction policy? Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management official b Other officers or key employees of the organization If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions). 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a 16a taxable entity during the year? X 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 organization's 16b exemot status with resoect to such arranaements? Section C. Disclosure 17 18 List the states with which a copy of this Form 990 is required to be filed ► NONE -------------------------- Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A if applicable), 990, and 990-T (Section 501 (c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. D 19 Own website D [xJ Another's website D Upon request Other (explain in Schedule 0) Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. 20 State the name, address, and telephone number of the person who possesses the organization's books and records ► JOHNS. SCHLENKER - 202-508-5540 701 PENNSYLVANIA AVE, NW, WASHINGTON, DC 832006 -----20004-2696 Form 990 (2018) 12-31-18 6 14161112 137216 064-03811200 2018.05000 EDISON ELECTRIC INSTITUTE, 064-0FDl Form990 EDISON ELECTRIC INSTITUTE, 2018 INC. 13-0659550 7 Pae Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors D Check if Schedule O contains a response or note to any line in this Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. • List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0· in columns (D), (E), and (F) if no compensation was paid. • List all of the organization's current key employees, if any. See instructions for definition of "key employee." • List the organization's five currenthighest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. • List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. • List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. D ( 1} Check this box if neither the organization nor any related organization compensated any current officer director or trustee (A) (B) Name and Title Average hours per week (list any hours for related organizations below line) GREGORY E. ABEL VICE CHAIR ( 2} CHRISTOPHER M. CRANE VICE CHAIR ( 3} BENJAMIN G.S. FOWKE III MEMBER ( 4} LYNN J. VICE CHAIR/ ( 5} GOOD CHAIRMAN PATRICIA K. VINCENT-COL LAWN MEMBER/CHAIR ( 6} JIMMY E. ADDISON 4.00 1.00 4.00 1.00 4.00 1.00 4.00 1.00 4.00 1.00 1.00 MEMBER ( 7} NICHOLAS K. AKINS CHAIR/MEMBER ( 8} GERARD M. ANDERSON 1.00 1.00 1.00 MEMBER ( 9} DARREL T. ANDERSON MEMBER ( 12} TERRY D. BASSHAM WARNER L. BAXTER ~ 'SC - - - § I= !;! iis 8m en~ mo =a. ""E Im j X X 0. 0. 0. X X 0. 0. 0. X X 0. 0. 0. X X 0. 0. 0. X 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. 1.00 MEMBER BEARD 1.00 MEMBER ( 15} DONALD E. BRANDT 1.00 MEMBER ( 16} DAVID A. CAMPBELL 1.00 MEMBER ( 17} CARL L. CHAPMAN MEMBER 832007 ~ 1.00 MEMBER ROBERT F. I iI (F) Estimated amount of other compensation from the organization and related organizations 1.00 SCOTT BALFOUR MEMBER (14) "' -iS (E) Reportable compensation from related organizations (W-2/1099-M ISC) 1.00 ( 10} LINDA APSEY ( 13) (do not check more than one box, unless person is both an officer and a director/trustee) (D) Reportable compensation from the organization (W-2/1099-M ISC) 1.00 MEMBER ( 11) (C) Position 1.00 0. Form 990 (2018) 12-31-18 7 14161112 137216 064-03811200 2018.05000 EDISON ELECTRIC INSTITUTE, 064-0FDl EDISON ELECTRIC INSTITUTE , INC Form 990 (2018) . 13 - 0659550 Page 8 IPart VII I Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (B) (C) (A) (D) (E) Position Average Name and title Reportable Reportable (do not check more than one hours per box, unless person is both an compensation compensation officer and a director/trustee) week from from related (list any the organizations hours for -iS "' organization (W-2/1099-M ISC) related (W-2/1099-M ISC) organizations is ~ 8m below en~ ~ mo 'SC line) = =a. "°'E § I iI - ( 18} LEO P. 1.00 1.00 1.00 1.00 1.00 THOMAS A. FANNING MEMBER ( 23} THOMAS F. FARRELL II MEMBER (24) WILLIAM J. FEHRMAN MEMBER ( 25} MARGARET E. 1b Sub-total 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. 0. 0. 0. ► 18,375,100. 94,500. .............................. 18,375,100. 94,500. ........................................................................ ► 4 600 ,267. ► 4 600 ,267. Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the oraanization 3 0. Total from continuation sheets to Part VII, Section A d Total (add lines 1b and 1c) 2 0. 1.00 WILLIAM G. FONTENOT MEMBER C X 1.00 FELTS MEMBER ( 26} j Im 1.00 DAVID R. EMERY MEMBER ( 22} !;! 1.00 THOMAS DUNN MEMBER ( 21} I 1.00 DENAULT MEMBER ( 20} i 1.00 STEVEN D. DAVIS MEMBER ( 19} - 20 ► Yes X 4 X Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the oraanization? If "Yes," comolete Schedule J for such oerson . Section B. Independent Contractors 1 3 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual .. 5 No Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual 4 (F) Estimated amount of other compensation from the organization and related organizations 5 X Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization Report compensation for the calendar year ending with or within the organization's tax year (A) Name and business address (B) Description of services HUNTONANDREWSKURTH LLP, 2200 PENNSYLVANIA AVENUE, NW, WASHINGTON, DC VENABLE LLP, 600 MASSACHUSETTS AVENUE, NW, WASHINGTON, DC 20001 NOSSAMAN LLP, 777 SOUTH FIGUEROA STREET, 34TH FLOOR, LOS ANGELES, CA 99017 DEMOCRACYDATA & COMMUNICATIONS, 805 15TH STREET NW, SUITE 300, WASHINGTON, DC 20005 MILLER & CHEVALIER CHARTERED, 655 15TH STREET, NW, SUITE 900, WASHINGTON, DC 2 (C) Compensation CONSULTING 8,644,159. CONSULTING 3,589,553. LEGAL CONSULTING 783,769. CONSULTING 549,616. CONSULTING 479,612. Total number of independent contractors (including but not limited to those listed above) who received more than 70 ► SECTION A CONTINUATION SHEETS $100,000 of compensation from the oraanization SEE PART VII, 832008 Form 990 (2018) 12-31-18 14161112 137216 064-03811200 2018.05000 8 EDISON ELECTRIC INSTITUTE, 064-0FDl EDISON ELECTRIC INSTITUTE, Form 990 IPart VII I Section (27) A. (A) (B) (C) (D) (E) (F) Average hours per week (list any hours for related organizations below line) Position (check all that apply) Reportable compensation from the organization (W-2/1099-M ISC) Reportable compensation from related organizations (W-2/1099-M ISC) Estimated amount of other compensation from the organization and related organizations ANDRES R. GLUSKI ( 28} KIMBERLY J. HARRIS ( 30} JEFFRY M. HOUSEHOLDER ( 31} JOSEPH A. HOUSEHOLDER ( 32} CHRISTOPHER HUSKILSON ( 33} DAVID G. HUTCHENS MEMBER 1.00 (34) 1.00 RALPH IZZO MEMBER ( 35} CHARLES E. JONES ( 37} PATRICIA LEONARD KAMPLING ( 38} JEFFREY M. KEEBLER MEMBER ( 40} NICOLE A. KIVISTO 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 JAMES C. LARSEN MEMBER CONSTANCE H. LAU 1.00 MEMBER LAURITO 1.00 MEMBER ALLEN L. LEVERETT 1.00 MEMBER MACFARLANE 1.00 MEMBER JOHN J. j 1.00 MEMBER (46) I' 1.00 KIPP s. !;! I 1.00 MEMBER CHARLES § I= 1.00 MEMBER (45) - - 1.00 JUDGE MEMBER (44) - - 1.00 MEMBER JAMES P. 'SC 1.00 MEMBER (43) ~ i 1.00 MEMBER (42) ~ 1.00 MEMBER (41) I iI 1.00 ALAN R. HODNIK MARYE. "' -iS 1.00 MEMBER (39) ~ I 1.00 MEMBER ( 36} JAMES J. 13-0659550 Name and title MEMBER (29) INC. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) 1.00 MCAVOY MEMBER Total to Part VI I, Section A, line 1c 832201 04-01-18 9 14161112 137216 064-03811200 2018.05000 EDISON ELECTRIC INSTITUTE, 064-0FDl EDISON ELECTRIC INSTITUTE, Form 990 IPart VII I Section (47) A. (A) (B) (C) (D) (E) (F) Average hours per week (list any hours for related organizations below line) Position (check all that apply) Reportable compensation from the organization (W-2/1099-M ISC) Reportable compensation from related organizations (W-2/1099-M ISC) Estimated amount of other compensation from the organization and related organizations THOMAS P. MEISSNER JR. PIZARRO PATRICIA K. POPPE ( 55} SCOTT M. PROCHAZKA MEMBER MEMBER MEMBER 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 ( 60} ROBERT C. ROWE MEMBER 1.00 MARK A. RUELLE MEMBER ( 62} ROBERT G. SCHOENBERGER MEMBER SHAPARD 1.00 1.00 MEMBER ( 64} VIOLET G. SISTOVARIS MEMBER 1.00 (65) 1.00 WILLIAM H. SPENCE MEMBER (66) X 1.00 MICHAEL ROWE s. j 1.00 JAMES L. ROBO ( 63} ROBERT I' 1.00 ( 57} IAN ROBERTSON (61) !;! I 1.00 RICHARD RIAZZI MEMBER (59) § I= 1.00 MEMBER (58) - - 1.00 MARY G. POWELL MEMBER (56) - - 1.00 MEMBER (54) 'SC 1.00 MARIA POPE MEMBER (53) ~ i 1.00 MEMBER (52) ~ 1.00 JOHN PETTIGREW PEDRO J. I iI 1.00 E. ALLEN NYE MEMBER (51) "' -iS 1.00 SCOTT L. MORRIS MEMBER (50) ~ I 1.00 MEMBER (49) 13-0659550 Name and title MEMBER (48) INC. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) 1.00 PAUL THESSEN MEMBER Total to Part VI I, Section A, line 1c 832201 04-01-18 14161112 137216 064-03811200 2018.05000 10 EDISON ELECTRIC INSTITUTE, 064-0FDl EDISON ELECTRIC INSTITUTE, Form 990 IPart VII I Section (67) A. (A) (B) (C) (D) (E) (F) Average hours per week (list any hours for related organizations below line) Position (check all that apply) Reportable compensation from the organization (W-2/1099-M ISC) Reportable compensation from related organizations (W-2/1099-M ISC) Estimated amount of other compensation from the organization and related organizations JAMES P. TORGERSON ( 68} R. SEAN TRAUSCHKE GEISHA J. WILLIAMS MEMBER THOMAS KUHN PRESIDENT ( 71) BRIAN WOLFF EVP PUBLIC POLICY & EXTERNAL AFFAIR ( 72) PHIL MOELLER EVP BUSINESS OPERATIONS GROUP & REG ( 73} RICHARD MCMAHON ~ I "' -iS I iI ~ 'SC - - KATHY STECKELBERG 0. 0. 1.00 1.00 43.00 2.00 44.00 1.00 45.00 X 0. 0. 0. X 0. 0. 0. JOHN SCHLENKER CHIEF FINANCIAL OFFICER & TREASURER SCOTT AARONSON MARY MILLER CHIEF ADMINSTRATIVE OFFICER (80) STEPHANIE VOYDA 44.00 1.00 45.00 41. 00 2.00 45.00 VP , COMMUNICATIONS (81) VP INTERNATIONAL PROGRAMS 34.00 11. 00 45.00 ( 82} LISA WOOD VICE PRESIDENT JAMES OWEN ED, MEMBERRELATIONS & MEMBER SERV (84) RICHARD TEMPCHIN 1,054,966. 0. 296,524. X 958,357. 0. 119,066. X 500,491. 0. 265,698. X 433,552. 0. 188,919. X 423,005. 0. 208,957. X 409,882. 0. 72,560. X 386,232. 0. 218,713. X 371,220. 0. 77,135. X 369,147. 0. 148,563. X 368,915. 0. 94,047. X 364,150. 0. 45,692. X 283,500. 94,500. 162,770. X 338,343. 0. 197,337. X 320,387. 0. 113,324. X 299,596. 0. 62,580. X 261,321. 0. 53,334. 45.00 BRAD VIATOR ED, EXTERNAL AFFAIRS (86) X 2,206,081. 45.00 ED, RETAIL ENERGY SERVICES (85) 0. 45.00 LAWRENCEJONES (83) 3,246,360. 45.00 SECURITY & PREPAREDNESS (79) X 45.00 VP , LAW & CORPORATE SECRETARY VP j 45.00 EMILY FISHER (78) I' 0. VP , GOVERNMENTRELATIONS (77) !;! I X VP , ENVIRONMENT (76) § I= 45.00 QUINLAN SHEA III (75) - i 1.00 VP , ENERGY SUPPLY & FINANCE (74) ~ 1.00 MEMBER (70) 13-0659550 Name and title MEMBER (69) INC. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) 45.00 MARC RAZEGHI CHIEF INFORMATION OFFICER Total to Part VI I, Section A, line 1c 832201 04-01-18 14161112 137216 064-03811200 2018.05000 11 EDISON ELECTRIC INSTITUTE, 064-0FDl EDISON ELECTRIC INSTITUTE, Form 990 IPart VII I Section (A) (B) (C) (D) (E) (F) Average hours per week (list any hours for related organizations below line) Position (check all that apply) Reportable compensation from the organization (W-2/1099-M ISC) Reportable compensation from related organizations (W-2/1099-M ISC) Estimated amount of other compensation from the organization and related organizations ~ I "' -iS I iI 'SC - - - § I= !;! i I I' j 45.00 259,506. X 0. 68,967. 45.00 DAVID OWENS X 7,213,921. 0. 0. 0. 0. 45.00 JAMES FAMA FORMER VP ~ ~ FORMER EVP, BUSINESS OPERATIONS ( 89} 13-0659550 Name and title USWAG ( 88} INC. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) JAMES ROEWER ( 87} ED A. X ENERGY DELIVERY 512,249. 18,375,100. Total to Part VI I, Section A, line 1c 94,5004 ,600,267. 832201 04-01-18 14161112 137216 064-03811200 2018.05000 12 EDISON ELECTRIC INSTITUTE, 064-0FDl EDISON ELECTRIC INSTITUTE, Form 990 2018 Part VIII Check if Schedule O contains a response or note to any line in this Part VIII lAJ Total revenue ........ 1 a "'"' C: C: ro::::, <:E = ·- .. ro C!:l: 1/)E c:·- .. 0(/) 1c 1d e Government grants (contributions) 1e .... Cl) ::::l..c: :so g 0 ro h Total. Add lines 1a-1f _ C: 'tl 0 C: Cl) u (/) C: E~ ro Cl> e,a: .. 0 11. 1f ► Business Code 900099 76 ,332,389. 76 ,332,389. b MEETINGS C PROGRAMS 900099 8 784 ,109. 8 784 ,109. 900099 2 970 ,743. 2 970 ,743. d ADVERTISING e PUBLICATIONS 541800 433 ,327. 511190 78 ,639. f 433 ,327. 78 ,639. 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: $ MEMBERSHIP DUES 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 ► 88 599 ,207. ► ► ► 3 346 ,096. 3 346 ,096. -844 ,780. -844 ,780. (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 245 438 ,636. (ii) Other ► b Less: cost or other basis and sales expenses C 246 283 ,416. -844 ,780. 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 832009 Totalrevenue.Seeinstructions ► ► 91 100 ,523. 88 165 ,880. 433 ,327. 14161112 137216 064-03811200 2018.05000 2 501 ,316. Form 990 (2018) 12-31-18 13 EDISON ELECTRIC INSTITUTE, 064-0FDl INC. Form 990 2018 Part IX 13 - 0 6 5 9 5 5 0 Pa e 10 tatement o 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 2,110,443. 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 Benefits paid to or for members _ 5 Compensation of current officers, directors, 13,742,676. 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) 20,469,188. 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 1,437,090. 2,853,373. 1,768,825. Fees for services (non-employees): a Management _ 13,679,942. 119,721. 1,165,871. b Legal_ c Accounting _ d Lobbying _ e Professional fundraising services. See Part IV, line 17 f 386,504. 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 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 OTHER TAXES CORPORATE MEMBERSHIPS SUBSCRIPTIONS OTHER AWARDS AND GIFTS e All other expenses 25 26 7,654,760. 187,833. 1,774,868. 2,108,892. 14,384. 5,686,191. 2,970,609. Totalfunctionalexpenses.Add lines 1 through 24e 19,183. 9,106,032. 1,448,749. 146,363. 3,233,313. 1,222,541. 789,295. 326,111. 258,112. 94,680,869. 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 832010 12-31-18 14161112 137216 064-03811200 2018.05000 14 EDISON ELECTRIC INSTITUTE, 990 (2018) 064-0FDl EDISON ELECTRIC INSTITUTE, Form 990 (2018) 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 -1,136,940. 6,470,603. 2 1,520,784. 4 -173,916. 9,877,454. 1 3 1,452,438. 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) "' "' 09(A) ( 3) RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY-, 832161 !:>01( C) ( 3) OF COLUMBIA !:>01( C) ( 9) P:NSTITUTE, INC. X Schedule R (Form 990) 2018 51 EDISON ScheduleR(Form990)2018 Part Ill (a) (b) Name, address, and EIN of related organization Primary activity Part IV 832162 ELECTRIC INSTITUTE, 13-0659550 INC. Pa.9.e2 Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year. (c) (d) Legal Direct controlling entity domicile (state or foreign country) (e) Predominantincome (related,unrelated, excludedfrom tax under sections 512-514) (f) (g) Share of total income Share of end-of-year assets (h) (i) (k) (j) General or Percentage Code V-UBI amount in box managing ownership 20 of Schedule partner? K-1 (Form 1065) Yes No D1sproport1onate allocations? Yes No ~- Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a corporation or trust during the tax year. 10-02-18 (a) (b) (c) (d) (e) (f) (g) (h) (i) Name, address, and EIN of related organization Primary activity Legal domicile Direct controlling entity Type of entity (C corp, S corp, or trust) Share of total income Share of end-of-year assets Percentage ownership Section 512(b)(13) controlled entity? (state or foreign country) 52 Yes No Schedule R (Form 990) 2018 ScheduleR(Form990)2018 Part V EDISON ELECTRIC INSTITUTE, 13-0659550 INC. Pa.9.e3 Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36. v~1: Note: Complete line 1 if any entity is listed in Parts II, Ill, or IV of this schedule. During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV? 1 a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity 1a b Gift, grant, or capital contribution to related organization(s) 1b c Gift, grant, or capital contribution from related organization(s) 1c d Loans or loan guarantees to or for related organization(s) 1d e Loans or loan guarantees by related organization(s) 1e Dividends from related organization(s) f X X X X X X X X X 1f g Sale of assets to related organization(s) 1g h Purchase of assets from related organization(s) 1h Exchange of assets with related organization(s) 1i Lease of facilities, equipment, or other assets to related organization(s) 1j k Lease of facilities, equipment, or other assets from related organization(s) 1k Performance of services or membership or fund raising solicitations for related organization(s) 11 m Performance of services or membership or fund raising solicitations by related organization(s) 1m n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) 1n o Sharing of paid employees with related organization(s) 1o p Reimbursement paid to related organization(s) for expenses 1p 19 q Reimbursement paid by related organization(s) for expenses X X X X X I I Other transfer of cash or property to related organization(s) 1r I s Other transfer of cash or property from related orqanization(s 1s I r X X X I X If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds. 2 (a) Name of related organization (b) Transaction type (a-s) (c) Amount involved (d) Method of determining amount involved (1) THOMAS ALVA EDISON FOUNDATION R 717,684. FMV (2) THOMAS ALVA EDISON FOUNDATION Q 668,388. CASH f3) CENTER FOR ENERGY WORKFORCE DEVELOPMENT 0 332,852. FMV (4) CENTER FOR ENERGY WORKFORCE DEVELOPMENT R 125,059. CASH (5) CENTER FOR ENERGY WORKFORCE DEVELOPMENT N 92,458. FMV f6l THOMAS ALVA 60,691. FMV 832163 10-02-18 EDISON FOUNDATION 0 53 Schedule R (Form 990) 2018 ScheduleR(Form990)2018 Part VI EDISON ELECTRIC INSTITUTE, 13-0659550 INC. Pa.9.e4 Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37. Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. (a) (b) Name, address, and EIN of entity Primary activity (c) (d) (e) Areall Predominantincome partners Legal domicile sec. (related,unrelated, 501(c)~3) (state or foreign excludedfrom tax underL....9.!ILcountry) sections 512-514) Yes No (f) (g) Share of total income Share of end-of-year assets (h) (i) (j) (k) D1spropor- CodeV-UBI General or Percentage t1onate amount in box 20 managing ~~ of ScheduleK-1 ~~ Yes No (Form 1065) ownership Yes NO Schedule R (Form 990) 2018 832164 10-02-18 54 EDISON Part VII Supplemental Information. Schedule R Form 990 2018 ELECTRIC INSTITUTE, INC. 13 - 0 6 5 9 5 5 0 Pa e 5 Provide additional information for responses to questions on Schedule R. See instructions. 832165 Schedule R (Form 990) 2018 10-02-18 14161112 137216 064-03811200 2018.05000 55 EDISON ELECTRIC INSTITUTE, 064-0FDl