Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2011 and ending 12-31-2011
BCheck if applicable:
CName of organization
Electric Power Research Institute Inc
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
3420 Hillview Avenue
 
Room/suite
City or town, state or country, and ZIP + 4
Palo Alto, CA94304
D Employer identification number

23-7175375
E Telephone number

G Gross receipts $ 368,317,233
F Name and address of principal officer:
Michael W Howard
3420 Hillview Avenue
Palo Alto,CA94304
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.EPRI.com
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1972
M State of legal domicile: DC
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: See Schedule O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 33
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 32
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 916
6 Total number of volunteers (estimate if necessary) .... 6  
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 33,171,437
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b  
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 361,989,545 360,794,351
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,184,194 1,103,001
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 23,572,057 6,035,486
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 387,745,796 367,932,838
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,394,756 2,082,370
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 129,555,197 133,617,686
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 211,064,586 223,079,834
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 342,014,539 358,779,890
19 Revenue less expenses. Subtract line 18 from line 12....... 45,731,257 9,152,948
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 263,415,220 284,161,545
21 Total liabilities (Part X, line 26)............. 221,988,497 233,582,444
22 Net assets or fund balances. Subtract line 21 from line 20..... 41,426,723 50,579,101
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
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 and section 4947(a)(1) trusts 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 (Code:   ) (Expenses $ 268,271,827 including grants of $ 2,082,370 ) (Revenue $ 362,796,528 )
See Schedule O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 268,271,827
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? ........
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part IIIClick to see attachment........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
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 IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
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 VClick to see attachment
10
 
No
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, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
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.Click to see attachment
11b
Yes
 
c
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.Click to see attachment
11c
 
No
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.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
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.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
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, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
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 11e? If “Yes,” complete Schedule G, Part I
17
 
No
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..........
18
 
No
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 III...................
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 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 Schedule J................ Click to see attachment
23
Yes
 
24a
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 questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
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) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
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................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II......................... Click to see attachment
26
 
No
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 III......... Click to see attachment
27
Yes
 
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):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
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........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
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... Click to see attachment
35b
Yes
 
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........... Click to see attachment
36
 
No
37
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 VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
501
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
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 within the year covered by this return .....................
2a
916
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
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 or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletJA , SP , UK
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
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?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
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?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
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
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
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?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
33
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
32
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
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
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? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
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? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
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 ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
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 taxable entity during the year? ......................
16a
Yes
 
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 exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
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, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
EPRI FINANCE DIVISION
3420 HILLVIEW AVENUE
Palo Alto,CA94304
(650) 855-2000
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question 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.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest 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.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet 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.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (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-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) THEODORE F CRAVER JR
CHAIRMAN OF THE BOARD
 1.0 X   X       0 0 0
(2) NICHOLAS K AKINS
VICE CHAIRMAN
 1.0 X   X       0 0 0
(3) GERARD M ANDERSON
DIRECTOR
 1.0 X           0 0 0
(4) KENNETH J ANDERSON
DIRECTOR
 1.0 X           0 0 0
(5) JAY APT
DIRECTOR
 1.0 X           6,500 0 0
(6) PATRICK R ATKINS
DIRECTOR
 1.0 X           7,250 0 0
(7) YVES BAMBERGER
DIRECTOR
 1.0 X           0 0 0
(8) JOHN A BOHN
DIRECTOR
 1.0 X           1,500 0 0
(9) W TERRY BOSTON
DIRECTOR
 1.0 X           0 0 0
(10) CAREN BYRD
DIRECTOR
 1.0 X           1,150 0 0
(11) DAVID CAMPBELL
DIRECTOR
 1.0 X           0 0 0
(12) JORGE CARRASCO
DIRECTOR
 1.0 X           0 0 0
(13) DANIEL F COLE
DIRECTOR
 1.0 X           0 0 0
(14) PAT K COLLAWN
DIRECTOR
 1.0 X           0 0 0
(15) ERROL B DAVIS JR
DIRECTOR
 1.0 X           1,500 0 0
(16) BENJAMIN G S FOWKE III
DIRECTOR
 1.0 X           0 0 0
(17) W GARY GATES
DIRECTOR
 1.0 X           0 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (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-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) KIMBERLY S GREENE
DIRECTOR
 1.0 X           0 0 0
(19) JAMES Y KERR II
DIRECTOR
 1.0 X           750 0 0
(20) JONG-SHIN KIM
DIRECTOR
 1.0 X           0 0 0
(21) GALE E KLAPPA
DIRECTOR
 1.0 X           0 0 0
(22) CONSTANCE H LAU
DIRECTOR
 1.0 X           0 0 0
(23) GARY R LEIDICH
DIRECTOR
 1.0 X           0 0 0
(24) STEPHEN J LENNON
DIRECTOR
 1.0 X           0 0 0
(25) JEFFREY J LYASH
DIRECTOR
 1.0 X           0 0 0
(26) DENIS P O'BRIEN
DIRECTOR
 1.0 X           0 0 0
(27) GIL C QUINIONES
DIRECTOR
 1.0 X           0 0 0
(28) DAVID SAGGAU
DIRECTOR
 1.0 X           0 0 0
(29) MARK T SAVOFF
DIRECTOR
 1.0 X           0 0 0
(30) THOMAS A SMITH
DIRECTOR
 1.0 X           0 0 0
(31) THOMAS R STANDISH
DIRECTOR
 1.0 X           0 0 0
(32) ANTHONY J TOPAZI
DIRECTOR
 1.0 X           0 0 0
(33) STEPHEN J WRIGHT
DIRECTOR
 1.0 X           0 0 0
(34) MICHAEL H DWORKIN
DIRECTOR CY PT
 1.0 X           5,750 0 0
(35) RICHARD C KELLY
DIRECTOR CY PT
 1.0 X           0 0 0
(36) YAKOUT MANSOOR
DIRECTOR CY PT
 1.0 X           0 0 0
(37) ERNEST J MONIZ
DIRECTOR CY PT
 1.0 X           750 0 0
(38) RICHARD H SILVERMAN
CHAIRMAN OF THE BOARD CYPT
 1.0 X   X       0 0 0
(39) ICHIRO TAKEKURO
DIRECTOR CYPT
 1.0 X           0 0 0
(40) MICHAEL W HOWARD
PRESIDENT AND CEO
 40.0     X       924,500 0 628,888
(41) HENRY A COURTRIGHT
SVP MEMBER AND EXTRN RELATION
 40.0     X       645,812 0 298,354
(42) NORMA FORMANEK
SVP GEN COUNSEL AND INST GOV
 40.0     X       541,925 0 263,710
(43) CHRISTIAN B LARSEN
SVP OPERATIONS AND INTERIM CFO
 40.0     X       371,745 0 300,188
(44) ARSHAD MANSOOR
SVP RESEARCH AND DVPMT
 40.0     X       546,166 0 399,550
(45) C THOMAS ALLEY JR
VP GENERATION
 40.0     X       354,026 0 206,083
(46) SALVADOR A CASENTE JR
VP LEGAL ASST CORP SECRETARY
 40.0     X       400,329 0 186,640
(47) ROBERT N CHAPMAN
VP TECHNICAL ADVISORY SVCS
 40.0     X       415,040 0 207,770
(48) BRYAN J HANNEGAN
VP ENVIR AND RENEWABLE ENERGY
 40.0     X       473,410 0 220,235
(49) MARK MCGRANAGHAN
VP POWER DELIVERY AND UTIL
 40.0     X       361,712 0 202,475
(50) DENNIS J MURPHY
VP MARKETING
 40.0     X       417,101 0 202,464
(51) CAROLYN SHOCKLEY
VP HUMAN RESOURCES
 40.0     X       472,224 0 250,179
(52) NEIL M WILMSHURST
VP NUCLEAR
 40.0     X       430,442 0 247,497
(53) STEVEN T YAMAMOTO
CFO AND TREASURER CYPT
 40.0     X       501,045 0 30,173
(54) NORRIS S HIROTA
DIRECTOR GENERATION
 40.0         X   340,481 0 159,743
(55) GEORGE R OFFEN
SR. TECHNICAL EXECUTIVE
 40.0         X   332,676 0 146,766
(56) TUAN NGUYEN
DIR OF OPERATIONS & CIO
 40.0         X   320,216   138,960
(57) MICHAEL MILLER
DIRECTOR ENVIRONMENT
 40.0         X   331,309 0 154,376
(58) DAVID STEININGER
SR. TECHNICAL EXECUTIVE
 40.0         X   291,911 0 90,901
(59) STEVEN R SPECKER
PRESIDENT AND CEO
             X 534,949 0 3,480
(60) DAVID J MODEEN
DIRECTOR EXTERNAL AFFAIRS
 40.0           X 379,225 0 166,390
(61) CLARK W GELLINGS
EPRI FELLOW
 40.0           X 363,207 0 157,751
(62) ROSA L YANG
SENIOR TECHNICAL EXECUTIVE
 40.0           X 375,305 0 168,247
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 10,149,906 0 4,830,820
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet452
Yes
No
3
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 .............
3
Yes
 
4
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...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
ABB INC
100 DISTRIBUTION CIRCLE
MOUNT PLEASANT,PA15666 		CONTRACT R&D 7,215,500
CONTINUUM DYNAMICS INC
JAMES FORRESTAL CAMPUS BUILDING 9A
PRINCETON,NJ08543 		CONTRACT R&D 5,655,762
SOUTHERN COMPANY SERVICES INC
270 PEACHTREE STREET
ATLANTA,GA30308 		CONTRACT R&D 5,222,813
EDF ELECTRICITE DE FRANCE
1 AVENUE DU GENERAL DE GAULLE
CLAMART CEDEX,0  
FR 		CONTRACT R&D 4,999,515
ADVANCED RESOURCES INTERNATIONAL I
4501 FAIRFAX DRIVE SUITE 910
ARLINGTON,VA22203 		CONTRACT R&D 4,400,089
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet385
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 0
Program Service Revenue Business Code
2a MEMBERSHIP FEE REVENUE 541,900 179,054,226 166,095,363 12,958,863  
b SUPPLEMENTAL FUNDING 541,900 172,321,644 161,527,551 10,794,093  
c BILLABLE SERVICES 541,900 9,418,481   9,418,481  
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 360,794,351
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 1,183,295     1,183,295
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 2,248,416     2,248,416
(i) Real (ii) Personal
6a Gross rents 2,088,994  
b Less: rental expenses 304,101  
c Rental income or (loss) 1,784,893  
d Net rental income or (loss).......MediumBullet 1,784,893     1,784,893
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses 7,443 72,851
c Gain or (loss) -7,443 -72,851
d Net gain or (loss)..........MediumBullet -80,294     -80,294
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a SALE OF R&D REPORTS 900,099 1,264,832 1,264,832    
b OTHER INCOME 900,099 737,345 737,345    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 2,002,177
12 Total revenue. See Instructions....MediumBullet 367,932,838 329,625,091 33,171,437 5,136,310
Form 990 (2011)
Form 990 (2011)
Page 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) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 2,004,762 2,004,762
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 23,840 23,840
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 53,768 53,768
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 8,059,181   8,059,181  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 27,596   27,596  
7 Other salaries and wages 87,474,317 47,561,047 39,913,270  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 10,767,742 5,995,473 4,772,269  
9 Other employee benefits ....... 20,898,794 11,656,553 9,242,241  
10 Payroll taxes ........... 6,390,056 3,557,980 2,832,076  
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 1,370,581 77,393 1,293,188  
c Accounting ........... 115,974   115,974  
d Lobbying ........... 24,113   24,113  
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 235,176   235,176  
g Other .......... 706,277   706,277  
12 Advertising and promotion .... 0      
13 Office expenses ....... 14,691,796 13,878,140 813,656  
14 Information technology ...... 3,570,329   3,570,329  
15 Royalties .. 0      
16 Occupancy ........... 3,737,258 3,505,480 231,778  
17 Travel ............ 12,712,366 9,322,406 3,389,960  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 7,279,006 6,425,842 853,164  
20 Interest ........... 0      
21 Payments to affiliates ....... 3,846,055 180,018 3,666,037  
22 Depreciation, depletion, and amortization ..... 7,457,367 6,994,875 462,492  
23 Insurance .............. 485,686   485,686  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a R&D EXPENSES 155,062,770 155,062,770    
b CONSULTING 3,969,087   3,969,087  
c TELEPHONE 2,371,132   2,371,132  
d PRINTING & PUBLICATIONS 1,198,751 974,112 224,639  
e
f All other expenses 4,246,110 997,368 3,248,742  
25 Total functional expenses. Add lines 1 through 24f 358,779,890 268,271,827 90,508,063 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 25,353,430 1 13,819,874
2 Savings and temporary cash investments ....... 108,673,620 2 136,735,799
3 Pledges and grants receivable, net ......... 0 3 0
4 Accounts receivable, net ......... 45,372,259 4 40,148,412
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges ............ 11,448,282 9 6,773,331
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 114,436,778
b Less: accumulated depreciation. ..... 10b 70,301,241 36,373,023 10c 44,135,537
11 Investments—publicly traded securities .......... 0 11 0
12 Investments—other securities. See Part IV, line 11 ...... 34,405,250 12 40,768,559
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 1,789,356 15 1,780,033
16 Total assets. Add lines 1 through 15 (must equal line 34)... 263,415,220 16 284,161,545
Liabilities 17 Accounts payable and accrued expenses . 64,612,212 17 63,652,574
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 139,715,882 19 152,205,511
20 Tax-exempt bond liabilities .......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 17,660,403 25 17,724,359
26 Total liabilities. Add lines 17 through 25..... 221,988,497 26 233,582,444
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 41,426,723 27 50,579,101
28 Temporarily restricted net assets ..... 0 28 0
29 Permanently restricted net assets ..... 0 29 0
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 41,426,723 33 50,579,101
34 Total liabilities and net assets/fund balances ..... 263,415,220 34 284,161,545
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
367,932,838
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
358,779,890
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
9,152,948
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
41,426,723
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-570
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
50,579,101
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? 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. ..
3b
Yes
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Electric Power Research Institute Inc
 
Employer identification number

23-7175375
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... 286,869,604 307,352,469 347,282,315 361,989,545 360,794,350 1,664,288,283
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5. 286,869,604 307,352,469 347,282,315 361,989,545 360,794,350 1,664,288,283
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. 95,552,709 118,015,256 115,756,636 115,845,139 121,175,441 566,345,181
c Add lines 7a and 7b.. 95,552,709 118,015,256 115,756,636 115,845,139 121,175,441 566,345,181
8 Public Support (Subtract line 7c from line 6.)           1,097,943,102
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6... 286,869,604 307,352,469 347,282,315 361,989,545 360,794,350 1,664,288,283
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 11,035,502 7,899,095 6,502,035 23,624,183 5,520,706 54,581,521
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 11,035,502 7,899,095 6,502,035 23,624,183 5,520,706 54,581,521
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) 1,448,974 2,085,030 1,276,315 1,448,243 2,002,177 8,260,739
13 Total support (Add lines 9, 10c, 11 and 12.). 299,354,080 317,336,594 355,060,665 387,061,971 368,317,233 1,727,130,543
14
Section C. Computation of Public Support Percentage
15
15
63.570 %
16
16
62.992 %
Section D. Computation of Investment Income Percentage
17
17
3.160 %
18
18
4.245 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
Line 2: Beginning with the redesigned 2008 Form 990, EPRI is reporting its membership dues as gross receipts. These payments are made in connection with the performance of tax exempt scientific research in the public interest, which by definition also incidentally benefits EPRI members who may in certain circumstances have a direct and immediate benefit from such research. The research results may also in certain circumstances have a more direct benefit to the EPRI members than to the general public contemplated within Treasury Regulation Section 1.509(a)-3(g)(2). Line 12: Other income includes income from previously published scientific research reports and software available for sale to the general public and income from related scientific research activities conducted by EPRI in the public interest.
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet 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
Round Bullet 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.
Round Bullet 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, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Electric Power Research Institute Inc
 
Employer identification number

23-7175375
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2011

Schedule C (Form 990 or 990-EZ) 2011
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check expenses, and share of excess lobbying expenditures).
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 24,113  
c Total lobbying expenditures (add lines 1a and 1b) ................... 24,113  
d Other exempt purpose expenditures ........................ 268,247,714  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 268,271,827  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000  
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$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 nontaxable amount (enter 25% of line 1f) ................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some 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 Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		        6,000,000
             
c Total lobbying expenditures 79,694 44,668 10,262 24,113 158,737
             
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		         1,500,000
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), 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
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2011

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet 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
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Electric Power Research Institute Inc
 
Employer identification number

23-7175375
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
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 organization's property, subject to the organization's exclusive legal control? ............
6
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 impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance ....        
b Contributions ........        
c Net investment earnings, gains, and losses ...        
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		       
f Administrative expenses ....        
g End of year balance ......        
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   2,293,299 2,293,299
b Buildings ................   59,429,338 36,855,538 22,573,800
c Leasehold improvements ............   4,346,085 3,410,120 935,965
d Equipment ................   24,240,313 15,502,154 8,738,159
e Other .................   24,127,743 14,533,429 9,594,314
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 44,135,537
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) LONG TERM INVESTMENTS 		40,768,559 F








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 40,768,559
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
ACCRUED POST RETIREMENT BENEFITS 12,709,194
DEPOSIT ACCOUNTS 5,002,009
RETENTION PAYABLE - LONG TERM 13,156






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 17,724,359
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Schedule D, Part X, Line 2:   EPRI adopted FIN48 (codified as ASC740) in 2009. The adoption in 2009 did not have a material impact on the EPRI financial statements. There was no change in 2010 or 2011. As a result, the financial statements do not have a FIN48 liability recorded and a footnote for FIN48 was not required.
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Electric Power Research Institute Inc
 
Employer identification number

23-7175375
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ..............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other
assistance outside the United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
East Asia and the Pacific 0 0 Program Services R&D PROJECT 2,351,381
Europe (Including Iceland and Greenland) 0 1 Program Services R&D PROJECT 17,445,492
Middle East and North Africa 0 0 Program Services R&D PROJECT 49,248
North America 0 0 Program Services R&D PROJECT 3,437,215
Russia and the Newly Independent States 0 0 Program Services R&D PROJECT 14,000
South America 0 0 Program Services R&D PROJECT 50,605
Sub-Saharan Africa 0 0 Program Services R&D PROJECT 30,274
North America 0 0 Grantmaking SPONSORSHIP 51,768
Sub-Saharan Africa 0 0 Grantmaking sponsorship 2,000
East Asia and the Pacific 0 0 Unrelated Trade or Business   593,091
Europe (Including Iceland and Greenland) 0 0 Unrelated Trade or Business   2,044,664
North America 0 0 Unrelated Trade or Business   25,885
East Asia and the Pacific 0 0 Investments   10,969,414
Europe (Including Iceland and Greenland) 0 0 Investments   34,970,561
North America 0 0 Investments   11,679,780
           
           
3a Sub-total ..... 0 1 83,715,378
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 1 83,715,378
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
North America CONTRIBUTION 30,268 WIRE      
North America CONTRIBUTION 20,000 CHECK      
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
2
3
Enter total number of other organizations or entities ........................MediumBullet
0
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
HONORARIUM FOR SPEAK AT SWITCHING & RELIAB CONF Sub-Saharan Africa 1 2,000 WIRE      
HONORARIUM FOR SPEAK AT GLOBAL CLIMATE CHNG SEM North America 1 1,500 CHECK      
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 5
Part V
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 recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
Monitoring the Use of Grant Funds Outside of the United States Schedule F, Part I, Line 2: EPRI occasionally makes grants to other institutions when doing so is consistent with and furthers EPRI's charitable purpose. Grants are made only to entities which are well known to EPRI and after appropriate due diligence. The permitted uses of the granted funds are spelled out to the grantee and EPRI typically receives reports, technical papers, conference and similar materials demonstrating the appropriate use of the granted funds.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Electric Power Research Institute Inc
 
Employer identification number
23-7175375
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) ALLIANCE FOR SUSTAINABLE ENERGY LLC1617 COLE BLVD
GOLDEN,CO80401 		26-1939342 501(c)(3) 50,000       CONTRIBUTION
(2) AMERICAN COUNCIL ON RENEWABLE ENERGY1600 K STREET NW
WASHINTON DC,DC20006 		52-2353661 501(c)(3) 50,000       Contribution
(3) ARIZONA STATE UNIVERSITY577 ENGINEERING RSRCH CTR
TEMPE,AZ85287 		86-0196696 115 155,443       Contribution
(4) BATELLE ENERGY ALLIANCE LLC2525 N FREMONT AVE
IDAHO FALLS,ID83415 		68-0588324 501(c)(3) 20,000       Contribution
(5) BIOELECTROMAGNETICS SOCIETY2412 COBBLESTONE WAY
FREDERICK,MD21702 		51-0229774 501(c)(3) 10,000       Contribution
(6) CARNEGIE MELLON UNIVERSITY5000 FORBES AVE
PITTSBURGH,PA15213 		25-0969449 501(c)(3) 218,793       Contribution
(7) FOREST TRENDS ASSOCIATION1050 POTOMAC ST NW
WASHINTON DC,DC20007 		52-2135531 501(c)(3) 30,000       Contribution
(8) GEORGIA TECH FOUNDATION INC777 ATLANTIC DRIVE NW
ATLANTA,GA30332 		58-6043294 501(c)(3) 61,000       Contribution
(9) GORDON RESEARCH CONFERENCES512 LIBERTY LANE
WEST KINGSTON,RI02892 		05-0300482 501(c)(3) 7,000       Contribution
(10) HARVARD UNIVERSITY29 OXFORD STREET
CAMBRIDGE,MA02138 		53-0199180 501(c)(3) 10,000       Contribution
(11) MICHIGAN TECH FUND1400 TOWNSEND DRIVE
HOUGHTON,MI49930 		38-1554664 501(c)(3) 15,000       Contribution
(12) MRIGLOBAL425 VOLKER BLVD
KANSAS CITY,MO64110 		44-0545878 501(c)(3) 100,000       Contribution
(13) RESOURCES FOR THE FUTURE INC1616 P STREET NW
WASHINTON DC,DC20036 		53-0220900 501(c)(3) 25,000       Contribution
(14) SOUTHWEST RESEARCH INSTITUTE6220 CULEBRA ROAD
SAN ANTONIO,TX78238 		74-1070544 501(c)(3) 12,500       Contribution
(15) STANFORD UNIVERSITYTERMAN ENG CTR
STANFORD,CA94305 		94-1156365 501(c)(3) 466,356       Contribution
(16) THE TRUSTEES OF COLUMBIA UNIVERSITY2950 BROADWAY
NEW YORK,NY10027 		13-5598093 501(c)(3) 30,800       Contribution
(17) UNIVERSITY OF CALIFORNIA SAN DIEGO9500 GILMAN DRIVE
LA JOLLA,CA92093 		95-2872494 501(c)(3) 450,000       Contribution
(18) UNIVERSTIY OF ILLINOIS AT URBANA-CHAMPAIGN1901 SOUTH FIRST STREET
CHAMPAIGN,IL61820 		37-6000511 501(c)(3) 13,522       CONTRIBUTION
(19) UNIVERSITY OF KENTUCKY301 PETERSON SRV BLDG
LEXINGTON,KY40506 		61-6033693 501(c)(3) 50,000       CONTRIBUTION
(20) UNIVERSITY OF MINNESOTA2221 UNIV AVE SE
MINNEAPOLIS,MN55414 		41-6007513 115 66,668       CONTRIBUTION
(21) UNIVERSTIY OF NORTH DAKOTA15 NORTH 23RD ST
FGRAND FORKS,ND58202 		45-6002491 501(c)(3) 25,000       CONTRIBUTION
(22) UNIVERSITY OF TENNESSEE118 PERKINS HALL
KNOXVILLE,TN37996 		62-6001636 115 50,000       CONTRIBUTION
(23) UNIVERSITY OF WEST FLORIDA11000 UNIVERSITY PKWY
PENSACOLA,FL32514 		59-6166292 501(c)(3) 10,000       CONTRIBUTION
(24) UTILITY ARBORIST ASSICIATES INC2101 WEST PARK COURT
CHAMPAIGN,IL61821 		37-1404021 501(c)(3) 43,940       CONTRIBUTION
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
24
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) HONORARIUM FOR PARTICIP. ON SCIENTIFIC ADV COMM 3 3,000      
(2) HONORARIUM FOR SPEAKING AT EPRI N2O OFFSETS WRKSHP 1 1,000      
(3) HONORARIUM FOR SPEAK AT SWITCHING & RELIAB CONF 1 2,000      
(4) HONORARIUM FOR SPEAK AT GLOBAL CLIMATE CHNG SEM 2 3,000      
(5) HONORARIUM FOR INPUT TO UNDRGRND DIST SYS MANUAL 2 10,000      
(6) HOUSING STIPEND FOR INTERN 1 3,840      
(7) HONORARIUM FOR REVIEWING DATA TAPES 1 1,000      

Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Monitoring the Use of Grant Funds in the United States Schedule I, Part I, Line 2: EPRI occasionally makes grants to other institutions when doing so is consistent with and furthers EPRI's charitable purpose. Grants are made only to entities which are well known to EPRI and after appropriate due diligence. The permitted uses of the granted funds are spelled out to the grantee and EPRI typically receives reports, technical papers, conference and similar materials demonstrating the appropriate use of the granted funds.
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Electric Power Research Institute Inc
 
Employer identification number

23-7175375
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) MICHAEL W HOWARD (i)
(ii)		 462,596
0 		400,000
0 		61,904
0 		618,269
0 		11,105
0 		1,553,874
0 		400,000
0
(2) HENRY A COURTRIGHT (i)
(ii)		 327,671
0 		280,250
0 		37,891
0 		289,000
0 		9,821
0 		944,633
0 		280,250
0
(3) NORMA FORMANEK (i)
(ii)		 285,285
0 		242,841
0 		13,799
0 		258,000
0 		6,171
0 		806,096
0 		242,841
0
(4) CHRISTIAN B LARSEN (i)
(ii)		 300,960
0 		63,405
0 		7,380
0 		293,791
0 		6,860
0 		672,396
0 		63,405
0
(5) ARSHAD MANSOOR (i)
(ii)		 298,986
0 		229,372
0 		17,808
0 		394,600
0 		5,413
0 		946,179
0 		229,372
0
(6) C THOMAS ALLEY JR (i)
(ii)		 236,772
0 		109,079
0 		8,175
0 		196,348
0 		10,189
0 		560,563
0 		0
0
(7) SALVADOR A CASENTE JR (i)
(ii)		 217,932
0 		167,214
0 		15,183
0 		186,640
0 		451
0 		587,420
0 		167,214
0
(8) ROBERT N CHAPMAN (i)
(ii)		 222,694
0 		177,076
0 		15,270
0 		199,100
0 		9,122
0 		623,262
0 		177,076
0
(9) BRYAN J HANNEGAN (i)
(ii)		 254,994
0 		198,581
0 		19,835
0 		211,100
0 		9,601
0 		694,111
0 		198,581
0
(10) MARK MCGRANAGHAN (i)
(ii)		 237,288
0 		123,431
0 		993
0 		197,783
0 		5,146
0 		564,641
0 		0
0
(11) DENNIS J MURPHY (i)
(ii)		 224,800
0 		177,076
0 		15,225
0 		195,900
0 		7,016
0 		620,017
0 		177,076
0
(12) CAROLYN SHOCKLEY (i)
(ii)		 254,065
0 		198,000
0 		20,159
0 		241,600
0 		9,036
0 		722,860
0 		198,000
0
(13) NEIL M WILMSHURST (i)
(ii)		 252,662
0 		170,935
0 		6,845
0 		241,100
0 		6,853
0 		678,395
0 		170,935
0
(14) STEVEN T YAMAMOTO (i)
(ii)		 125,799
0 		167,166
0 		208,080
0 		29,383
0 		1,072
0 		531,500
0 		167,166
0
(15) STEVEN R SPECKER (i)
(ii)		 0
0 		525,000
0 		9,949
0 		0
0 		3,480
0 		538,429
0 		525,000
0
(16) DAVID J MODEEN (i)
(ii)		 238,419
0 		139,800
0 		1,006
0 		160,680
0 		6,164
0 		546,069
0 		137,800
0
(17) ROSA L YANG (i)
(ii)		 215,394
0 		158,509
0 		1,402
0 		157,537
0 		11,162
0 		544,004
0 		156,509
0
(18) CLARK W GELLINGS (i)
(ii)		 232,475
0 		127,794
0 		2,938
0 		151,354
0 		6,850
0 		521,411
0 		127,794
0
(19) NORRIS S HIROTA (i)
(ii)		 215,846
0 		123,719
0 		916
0 		148,208
0 		11,986
0 		500,675
0 		123,719
0
(20) GEORGE R OFFEN (i)
(ii)		 216,568
0 		111,943
0 		4,165
0 		145,507
0 		1,710
0 		479,893
0 		0
0
(21) TUAN NGUYEN (i)
(ii)		 208,955
  		110,013
  		1,248
  		138,900
  		509
  		459,625
  		0
 
(22) MICHAEL MILLER (i)
(ii)		 210,036
0 		119,934
0 		1,339
0 		143,248
0 		11,578
0 		486,135
0 		0
0
(23) DAVID STEININGER (i)
(ii)		 209,866
0 		80,734
0 		1,311
0 		81,766
0 		9,585
0 		383,262
0 		0
0
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Questions Regarding Compensation   Schedule J, Line 1a: First Class Travel: EPRI's CEO and senior vice presidents are required to travel frequently and often for extended periods away from home. To lessen the burden and increase productivity first class travel is allowed and pre-approved for EPRI's CEO and senior vice presidents during periods when the individual is subjected to a heavy travel schedule and extended flight duration. Travel for Companions: EPRI recognizes exceptional employee achievement through an annual award program. EPRI officers and award winners may be reimbursed for companion travel for one guest to attend the annual award ceremony. The travel reimbursement is reported on the employees' Form W-2 as taxable income as required and reported on Schedule J, Part II, Column B, Part iii. Gross-Up Payments: EPRI provides a gross up related to the taxes payable on the additional taxable income reported for the reimbursement of companion travel to attend the annual award ceremony. The following officers received payments for reimbursement of companion travel in 2011. Henry A Courtright $ 375 Charles Thomas Alley Jr $ 772 The following individuals received gross up payments for financial planning services in 2011. Steven R Specker $9,949 Steven T Yamamoto $6,651 Line 4a: Steven T Yamamoto received severance of $174,299 which is reported on his Form W-2 as taxable income as required and reported on Schedule J, Part II, Column B, Part iii. Line 4b: EPRI provides a retirement contribution for its employees based on their compensation. This retirement contribution is usually in the form of an employer contribution to its retirement plans. However, if the calculated retirement contribution exceeds the retirement plan employer contribution limit for the year, the amount of the retirement contribution in excess of the limit is reported on the employees' Form W-2 as taxable income as required and reported on Schedule J, Part II, Column B, Part iii. Michael W Howard $ 46,000 Henry A Courtright $ 20,507 Norma G Formanek $ 12,450 Arshad Mansoor $ 12,387 Bryan J Hannegan $ 4,868 Carolyn R Shockley $ 4,956 Neil M Wilmshurst $ 1,719 Line 7: Officers, as well as employees, are eligible for incentive awards based on EPRI's results against Corporate Goals and each individual's performance and contribution toward achieving those goals. Incentive awards are strongly tied to both corporate and individual performance. Incentive awards are determined based as a percentage of base salary and are considered in the determination by EPRI of a total reasonable compensation package. The EPRI Board approves incentive payments for all officers. SCHEDULE J, PART II: Officers, Directors, Trustees, Key Employees, and Highest Comp. Employees As required by the Form 990 instructions Column B(ii) includes the prior year at-risk incentive accrued benefit actually paid in 2011. This amount is also reported in Column F. In addition, the current year accrual of an at-risk incentive benefit is included in Column C.
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Electric Power Research Institute Inc
 
Employer identification number

23-7175375
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
(1) DR JAY APT BOARD DIRECTOR 218,793
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2011
Schedule L (Form 990 or 990-EZ) 2011
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) MARK T SAVOFF BOARD DIRECTOR 17,039 SON EMPLOYED BY EPRI   No
(2) C THOMAS ALLEY JR OFFICER 10,556 DAUGHTER EMPLOYED BY EPRI   No
(3) SEE SCH L PART V FOR FURTHER DETAIL          
(4) INFORMATION ON THE TRANSACTIONS BEL          
(5) THE FOLLOWING ARE PAYMENTS TO EPRI          
(6) AMEREN CORPORATION BOARD DIRECTOR 35,000 FUNDING FOR SERVICES   No
(7) AMERICAN ELECTRIC POWER BOARD DIRECTOR 53,000 FUNDING FOR SERVICES   No
(8) DUKE ENERGY CORPORATION BOARD DIRECTOR 33,362 FUNDING FOR SERVICES   No
(9) EDISON INTERNATIONAL BOARD DIRECTOR 880,758 FUNDING FOR SERVICES   No
(10) ELECTRICITE DE FRANCE BOARD DIRECTOR 27,500 FUNDING FOR SERVICES   No
(11) ENTERGY CORPORATION BOARD DIRECTOR 243,650 FUNDING FOR SERVICES   No
(12) ESKOM BOARD DIRECTOR 134,595 FUNDING FOR SERVICES   No
(13) EXELON CORPORATION BOARD DIRECTOR 151,500 FUNDING FOR SERVICES   No
(14) KOREA ELECTRIC POWER COMPANY BOARD DIRECTOR 60,889 FUNDING FOR SERVICES   No
(15) NORTHEAST UTILITIES BOARD DIRECTOR 29,000 FUNDING FOR SERVICES   No
(16) PROGRESS ENERGY BOARD DIRECTOR 264,300 FUNDING FOR SERVICES   No
(17) SOUTHERN COMPANY BOARD DIRECTOR 369,094 FUNDING FOR SERVICES   No
(18) TENNESSE VALLEY AUTHORITY BOARD DIRECTOR 593,987 FUNDING FOR SERVICES   No
(19) TOKYO ELECTRIC POWER COMPANY BOARD DIRECTOR 673,977 FUNDING FOR SERVICES   No
(20) XCEL ENERGY INC BOARD DIRECTOR 78,923 FUNDING FOR SERVICES   No
(21) SEE SCHEDULE L PART V FOR FURTHER          
(22) DETAILED INFORMATION ON THE TRANSAC          
(23) BELOW THE FOLLOWING ARE PAYMENTS B          
(24) EPRI          
(25) AMEREN CORPORATION BOARD DIRECTOR 218,560 PYMT FOR PUBLIC INTEREST R&D   No
(26) AMERICAN ELECTRIC POWER BOARD DIRECTOR 790,396 PYMT FOR PUBLIC INTEREST R&D   No
(27) CARNEGIE MELLON UNIVERSITY BOARD DIRECTOR 255,913 PYMT FOR PUBLIC INTEREST R&D   No
(28) DUKE ENERGY CORPORATION BOARD DIRECTOR 402,727 PYMT FOR PUBLIC INTEREST R&D   No
(29) ELECTRICITE DE FRANCE BOARD DIRECTOR 5,003,515 PYMT FOR PUBLIC INTEREST R&D   No
(30) ENTERGY CORPORATION Board Director 2,786 PYMT FOR PUBLIC INTEREST R&D   No
(31) EXELON CORPORATION Board Director 82,167 PYMT FOR PUBLIC INTEREST R&D   No
(32) HAWAIIAN ELECTRIC INDUSTRIES Board Director 567,220 PYMT FOR PUBLIC INTEREST R&D   No
(33) KOREAN ELECTRIC POWER COMPANY Board Director 996,028 PYMT FOR PUBLIC INTEREST R&D   No
(34) MASSACHUSETTS INSTITUTE OF TECHNOLO Board Director 1,111,876 PYMT FOR PUBLIC INTEREST R&D   No
(35) NORTHEAST UTILITIES Board Director 120,110 PYMT FOR PUBLIC INTEREST R&D   No
(36) PROGRESS ENERGY Board Director 39,368 PYMT FOR PUBLIC INTEREST R&D   No
(37) SOUTHERN COMPANY Board Director 5,801,270 PYMT FOR PUBLIC INTEREST R&D   No
(38) TENNESSEE VALLEY AUTHORITY Board Director 417,229 PYMT FOR PUBLIC INTEREST R&D   No
(39) TOKYO ELECTRIC POWER COMPANY BOARD DIRECTOR 10,694 PYMT FOR PUBLIC INTEREST R&D   No
(40) XCEL ENERGY INC BOARD DIRECTOR 99,000 PYMT FOR PUBLIC INTEREST R&D   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Grants or Assistance Benefitting Interested Persons Schedule L, Part III In 2011, EPRI contributed $218,793 to Carnegie Mellon University to support the Carnegie Mellon Electricity Industry Center. This grant may have indirectly benefitted Dr. Jay Apt who is a faculty member of the University. EPRI is filing a protective disclosure of this amount in Schedule L, Part III. Business Transactions Involving Interested Persons Schedule L, Part IV EPRI received payment from the organizations listed in Schedule L, Part IV to conduct services work associated with unrelated business activities. An individual that served as a current or former officer, director, trustee or key employee listed in EPRI's Form 990, Part VII, Section A may have served in a similar position for the listed organizations. All of the listed transactions were on an arms-length basis. EPRI made payment to the organizations listed in Schedule L, Part IV to conduct public interest and supplemental research. An individual that served as a current or former officer, director, trustee or key employee listed in EPRI's Form 990, Part VII, Section A may have served in a similar position for the listed organizations. All of the listed transactions were on an arms-length basis.
Schedule L (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
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.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
Electric Power Research Institute Inc
 
Employer identification number

23-7175375
Identifier Return Reference Explanation
Organization's Mission and Most Important Activities Form 990, Part I, Line 1 and Part III, Line 1: EPRI conducts research and development relating to generation, delivery and use of electricity for the benefit of the public. An independent, nonprofit organization, EPRI brings together its scientists and engineers as well as experts from academia and industry to help address challenges in electricity, including reliability, efficiency, health, safety and the environment. EPRI also provides technology, policy and economic analyses to drive long-range research and development planning, and supports research in emerging technologies. EPRI's principal offices and laboratories are located in Palo Alto, Calif.; Charlotte, N.C; Knoxville, Tenn.; and Lenox, Mass. Program Service Activity Form 990, Part III, Line 4a: EPRI's mission is to conduct research & development through science and technology with a view of providing benefits to its member's customers and the U.S. public. To accomplish this objective, EPRI develops and manages research and development programs for improving energy generation, delivery and usage. Program service expenses are direct charges to the research programs. Certain indirect expenses are included in the management and general expense category, as EPRI does not separate these expenses for financial accounting purposes. Governance, Management, and Disclosure Form 990, Part VI Line 4: The material changes in the Bylaws were to: (1) Increase the number of directors from 33 to 35 by 2013 through an increase in the number of Class III (international) directors serving on the Board; (2) Allow for service on the Executive Committee by former chairs of the Board who still serve on the Board; (3) Establish that independent power production entities were eligible to be represented on the Board in Class II director positions and made clarifying changes regarding sections including the record dates and procedures for elections of directors. Line 6: EPRI has three classes of members, namely: (a) Class I (1) Any person, firm, agency or corporation owned by the federal government, or by an agency, authority or instrumentality of the federal government, which is engaged to a substantial degree in the production, transmission or distribution of electric power for public use within the United States; (2) Any cooperative association or cooperative corporation which is engaged to a substantial degree in the production, transmission or distribution of electric power for public use within the United States; (3) Any nonfederal governmental or other public agency, authority or instrumentality, or any non-profit corporation, association or other non-profit organization operating pursuant to governmental oversight or regulation, which is engaged to a substantial degree in the production, transmission or distribution of electric power for public use within the United States; (4) Any corporation, association or other organization operating pursuant to governmental oversight or regulation, which is engaged to a substantial degree in operating, maintaining or assuring reliability of systems for the transmission of electric power for public uses within the United States and Canada; or (5) Any governmental or other public agency, authority or instrumentality within the United States which is engaged to a substantial degree in directly funding research and development related to the production, transmission, distribution, sale, and utilization of electric power, including but not limited to, energy efficiency, renewables, and environmental research. (b) Class II (1) Any investor-owned person, firm or corporation which is engaged to a substantial degree in the production, transmission or distribution of electric power for public use within the United States, or any person controlling such person, firm, corporation or other entity; (2) Any person, firm, corporation, or other entity which is engaged to a substantial degree within the United States in the production or sale of electric power and which is not regulated as a public utility, or any person controlling such person, firm or corporation. (c) Class III Any non-United States government agency or person, firm, corporation or other entity regulated as a utility, which is engaged to a substantial degree in the production, transmission or distribution of electric power for public use outside the United States. Line 7a: In 2011, the members of EPRI's Board of Directors were elected and appointed as follows: Class I members may elect seven members of the Board. The Tennessee Valley Authority and the Bonneville Power Administrator may each appoint one member of the Board. Class II members may elect fifteen members of the Board. Class III members may elect four members of the Board. The EPRI Advisory Council may appoint six members of the Board. Line 7b: Members have the power to amend the articles of incorporation and may have other powers conferred by the Nonprofit Corporation Code of the District of Columbia. Line 11b: An external tax firm and EPRI staff work together to gather the required tax information necessary to complete the tax return. The tax firm prepares an initial draft return and reviews the initial draft return with the finance and legal management team; items are discussed and reviewed. Recommended changes are reflected in the return and a draft tax return is prepared. The draft tax return is presented to the Audit Committee for their review and a copy is provided through a secure link to the Board of Directors. The audit committee may question EPRI management and the external tax firm or ask for clarification on any item on the return. After the Committee has reviewed the tax return, the return is filed with the appropriate governing tax authorities. Line 12c: EPRI requires all employees to complete an annual statement disclosing any conflicts of interest and they have a requirement to update the disclosure on an ongoing basis. Line 15a and 15b: Officers' compensation decisions are determined by the Compensation and Benefits Committee of EPRI's Board of Directors, with the exception of determination of compensation levels for the CEO and new officers, which are usually determined by the Executive Committee of the Board of Directors. The Committees obtain and act in reliance upon appropriate comparability and benchmarking data for the officer positions from a nationally recognized independent source to support determinations of fair market value for the services rendered. The Committees vote on officer compensation at their meetings and documents the approval in the minutes. Line 16b: As defined by the Form 990 instructions, a joint venture or similar arrangement (or a "venture or arrangement") means any joint ownership or contractual arrangement through which there is an agreement to jointly undertake a specific business enterprise, investment, or exempt-purpose activity without regard to (1) whether the organization controls the venture or arrangement, (2) the legal structure of the venture or arrangement. EPRI performs services work and other unrelated business activities and reports that work as unrelated business income for appropriate tax treatment. Particular care is taken in structuring business arrangements such as commercialization transactions, strategic alliances, service centers, and other similar arrangements, including obtaining advice early in the process, in order to protect EPRI's tax-exempt status and minimize liability. Line 19: EPRI makes its governing documents, conflict of interest policy, and audited financial statements for the past 3 years available to the public through its own website. Reconciliation of Net Assets Form 990, Part XI Line 5: The other change in net assets or fund balance is an unrealized loss of $570.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
Electric Power Research Institute Inc
 
Employer identification number

23-7175375
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) Electricity Innovation Institute

3420 Hillview Avenue

Palo Alto,CA94304
77-0562327 		DORMANT CA 501(c)(3) 9 na
 
 
No












For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
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.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
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.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


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

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) EPRI Solutions Inc
942 Corridor Park
Knoville,TN37932
77-0449454 		R&D Applic DE NA
  		C Corp -18,837 1,910,607 100.000 %
(2) EPRI International Inc
3420 Hillview Avenue
Palo Alto,CA94304
52-2357247 		Intl Sales DE na
  		C Corp 446,015 5,486,397 100.000 %










Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
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.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) EPRI INTERNATIONAL INC

 L 3,846,056 ACTUAL EXPENSE
(2) EPRI INTERNATIONAL INC

 K 112,189 ACTUAL EXPENSE
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
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)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID:  
Software Version: