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 private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
EDISON ELECTRIC INSTITUTE INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
701 PENNSYLVANIA AVE NW
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC200042696
D Employer identification number

13-0659550
E Telephone number

G Gross receipts $ 154,319,211
F Name and address of principal officer:
THOMAS R KUHN
701 PENNSYLVANIA AVE NW
WASHINGTON,DC200042696
I
Tax-exempt status: ( 6 ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.EEI.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1933
M State of legal domicile: VA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO PROVIDE A FORUM FOR THE ELECTRIC UTILITY INDUSTRY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 72
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 72
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 239
6 Total number of volunteers (estimate if necessary) ............. 6 100
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 502,547
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -332,630
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 82,467,809 81,580,667
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,901,153 2,482,873
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 85,368,962 84,063,540
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,903,458 2,304,692
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) 37,606,588 38,811,758
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–24e).... 43,263,798 42,523,261
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 82,773,844 83,639,711
19 Revenue less expenses. Subtract line 18 from line 12....... 2,595,118 423,829
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 108,317,308 115,832,910
21 Total liabilities (Part X, line 26)............. 94,643,065 82,478,384
22 Net assets or fund balances. Subtract line 21 from line 20..... 13,674,243 33,354,526
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 MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: EDISON ELECTRIC INSTITUTE INC. IS THE ASSOCIATION OF AMERICA'S SHAREHOLDER-OWNED ELECTRIC UTILITIES. THE INSTITUTE PROVIDES AUTHORITATIVE ANALYSIS AND CRITICAL INDUSTRY DATA TO ITS MEMBERS, CONGRESS, GOVERNMENT AGENCIES, THE FINANCIAL COMMUNITY, AND OTHER INFLUENTIAL AUDIENCES.
2
Did the 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 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 $   including grants of $   ) (Revenue $   )
EDISON ELECTRIC INSTITUTE'S (EEI) ENVIRONMENTAL PROGRAM IS COMPRISED OF A HOST OF ACTIVITIES INVOLVING AIR QUALITY, CLIMATE CHANGE, CLEAN WATER, CLEAN COAL TECHNOLOGIES, NATURAL RESOURCES, AND SITING AND PERMITTING. AS THE ASSOCIATION OF SHAREHOLDER-OWNED ELECTRIC UTILITIES, THESE PROGRAMS AND ACTIVITIES RELATE TO THE EXEMPT PURPOSE OF EDISON ELECTRIC INSTITUTE.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
EEI'S ENERGY DELIVERY PROGRAM IS COMPRISED OF A HOST OF ACTIVITIES INVOLVING THE FEDERAL ENERGY REGULATORY COMMISSION (FERC) AND THE NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION (NERC). IT ALSO INCLUDES SECURITY (CYBER AND PHYSICAL), STORM RESILIENCY AND RESPONSE, AND TRANSMISSION ISSUES. AS THE ASSOCIATION OF SHAREHOLDER-OWNED ELECTRIC UTILITIES, THESE PROGRAMS AND ACTIVITIES RELATE TO THE EXEMPT PURPOSE OF EDISON ELECTRIC INSTITUTE.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
EEI'S FINANCE AND TAX PROGRAM IS COMPRISED OF A HOST OF ACTIVITIES INVOLVING WALL STREET OUTREACH, TAX ISSUES, FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUES, FINANCIAL ACTIVITIES AND STUDIES. AS THE ASSOCIATION OF SHAREHOLDER-OWNED ELECTRIC UTILITIES, THESE PROGRAMS AND ACTIVITIES RELATE TO THE EXEMPT PURPOSE OF EDISON ELECTRIC INSTITUTE.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet  
Form 990 (2013)
Form 990 (2013)
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 A........................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
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
Yes
 
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
 
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 III
Click to see attachment............................
5
Yes
 
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 for escrow or custodial account liability; 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, line 10?
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 VIIClick to see attachment.......
11b
 
No
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 VIIIClick 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 IXClick 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 XClick 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 XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII 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 and XII is optional Click to see attachment
12b
 
No
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
 
No
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, Parts I and IV......... 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 other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick 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 other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... 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 (see instructions)....
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 hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government 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 or 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
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
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........
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
 
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
Yes
 
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
 
No
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 direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
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, Part II, III, or IV, and Part 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.............
36
 
 
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
167
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
 
 
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
239
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” to line 3b, 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, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
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 as charitable contributions?...
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
 
 
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
 
 
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
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
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.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
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 or note to any line 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 .....................
1a
72
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
72
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
 
No
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
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this 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
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
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:
MediumBulletJOHN S SCHLENKER701 PENNSYLVANIA AVE NWWASHINGTONDC200042696 (202) 508-5540
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

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 organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) LEWIS HAY III........................................................................
VICE CHAIR/CHAIR
3.00
.......................1.00
X   X       0 0 0
(2) MICHAEL W YACKIRA........................................................................
VICE CHAIR/CHAIR
3.00
.......................1.00
X   X       0 0 0
(3) NICHOLAS K AKINS........................................................................
VICE CHAIR
3.00
.......................2.00
X   X       0 0 0
(4) THEODORE F CRAVER JR........................................................................
VICE CHAIR
3.00
.......................1.00
X   X       0 0 0
(5) THOMAS A FANNING........................................................................
VICE CHAIR
3.00
.......................1.00
X   X       0 0 0
(6) TIM MCLEOD........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(7) ALAN R HODNIK........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(8) PATRICIA LEONARD KAMPLING........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(9) THOMAS R VOSS........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(10) THOMAS F FARRELL II........................................................................
DIRECTOR
1.00
.......................1.00
X           0 0 0
(11) JOHN C PROCARIO........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(12) SCOTT L MORRIS........................................................................
DIRECTOR
1.00
.......................2.00
X           0 0 0
(13) GERRY CHASSE........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(14) DAVID R EMERY........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(15) DAVID M MCCLANAHAN........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(16) STEVEN V LANT........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(17) BRUCE A WILLIAMSON........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
Form 990 (2013)
Form 990 (2013)
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 (list any hours for related organizations below dotted line)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) JOHN G RUSSELL........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(19) KEVIN BURKE........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(20) GERARD M ANDERSON........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(21) JAMES E ROGERS........................................................................
DIRECTOR
1.00
.......................1.00
X           0 0 0
(22) RICHARD RIAZZI........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(23) THOMAS V SHOCKLEY........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(24) WILLIAM H SHEPPARD........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(25) BRADLEY P BEECHER........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(26) JOHN F YOUNG........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(27) ROD WEST........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(28) CHRISTOPHER CRANE........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(29) ANTHONY J ALEXANDER........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(30) MICHAEL J CHESSER........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(31) MARY G POWELL........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(32) CONSTANCE LAU........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(33) ROBERT D KUMP........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(34) J LAMONT KEEN........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(35) CHARLES A SCHROCK........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(36) JOSEPH L WELCH........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(37) DAVID L GOODIN........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(38) GARY J WOLTER........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(39) GREGORY E ABEL........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(40) PHILIP BARNHARD IV........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(41) THOMAS B KING........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(42) JIM STANLEY........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(43) CHARLES W SHIVERY........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(44) ROBERT C ROWE........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(45) THOMAS J MAY........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(46) PETER B DELANEY........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(47) EDWARD J MCINTYRE........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(48) CHRISTOPHER P JOHNS........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(49) JOSEPH M RIGBY........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(50) DONALD E BRANDT........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(51) PATRICIA K VINCENT-COLLAWN........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(52) JAMES J PIRO........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(53) WILLIAM H SPENCE........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(54) RALPH IZZO........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(55) KIMBERLY J HARRIS........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(56) KEVIN B MARSH........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(57) ANDRES GLUSKI........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(58) JOHN B RAMIL........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(59) LON R GREENBERG........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(60) JAMES P TORGERSON........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(61) ROBERT G SCHOENBERGER........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(62) PAUL J BONAVIA........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(63) CARL L CHAPMAN........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(64) CHRISTOPHER L DUTTON........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(65) MARK A RUELLE........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(66) GALE E KLAPPA........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(67) BENJAMIN GS FOWKE III........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(68) LEO P DENAULT........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(69) JEFF HOUSEHOLDER........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(70) TERRY D BASSHAM........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(71) AMES L ROBO........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(72) JOHN WALSH........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(73) THOMAS KUHN........................................................................
PRESIDENT
45.00
.......................3.00
    X       3,859,858 0 75,388
(74) DAVID OWENS........................................................................
EXECUTIVE VP, BUSINESS OPE
45.00
.......................  
    X       870,195 0 304,020
(75) BRIAN WOLFF........................................................................
SENIOR VP, EXTERNAL AFFAIR
45.00
.......................1.00
    X       842,756 0 157,975
(76) EDWARD COMER........................................................................
VP, GENERAL COUNSEL AND CO
45.00
.......................  
    X       426,377 0 189,682
(77) MARY MILLER........................................................................
CHIEF ADMINISTRATIVE OFFIC
45.00
.......................4.00
    X       403,298 0 136,408
(78) QUINLAN SHEA III........................................................................
VP, ENVIRONMENT
45.00
.......................  
    X       361,636 0 113,890
(79) RICHARD MCMAHON........................................................................
VP, ALLIANCE ENERGY SUPPLI
45.00
.......................  
    X       381,753 0 155,114
(80) JAMES FAMA........................................................................
VP, ENERGY DELIVERY
45.00
.......................  
    X       363,472 0 148,880
(81) KATHY STECKELBERG........................................................................
VP, GOVERNMENT RELATIONS
45.00
.......................  
    X       345,011 0 122,853
(82) BRIAN MCCORMACK........................................................................
VP, POLITICAL AND EXTERNAL
45.00
.......................  
    X       346,489 0 42,759
(83) JOHN EASTON JR........................................................................
VP, INT'L PROGRAMS
45.00
.......................  
    X       340,151 0 102,661
(84) JOHN SCHLENKER........................................................................
CFO & TREASURER
45.00
.......................2.00
    X       300,762 0 139,934
(85) RICHARD TEMPCHIN........................................................................
EXECUTIVE DIRECTOR, RETAIL
45.00
.......................  
        X   278,320 0 185,951
(86) JAMES OWEN........................................................................
EXEC DIR, MEMBER REL & MTG
45.00
.......................  
        X   281,636 0 174,681
(87) SADEGH RAZEGHI........................................................................
CIO
45.00
.......................  
        X   232,700 0 50,016
(88) JAMES ROEWER........................................................................
DIRECTOR, USWAG
45.00
.......................  
        X   211,414 0 92,350
(89) SCOTT AARONSON........................................................................
SENIOR DIRECTOR, NATIONAL SECURITY POLICY
45.00
.......................  
        X   209,251 0 27,665
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 10,055,079 0 2,220,227
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet88
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
 
No
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
HUNTON & WILLIAMS1900 K STREETWASHINGTONDC20006 CONSULTING 8,158,767
VENABLE LLP575 SEVENTH STREETWASHINGTONDC20004 CONSULTING 2,922,429
DANIEL J EDELMAN INC200 EAST RANDOLPH STREETCHICAGOIL60601 CONSULTING 1,091,122
R & R PARTNERS INC101 CONSTITUTION AVE NW SUITE L11WASHINGTONDC20001 ADVERTISING 515,811
CHERTOFF GROUP LLC1399 NEW YORK AVE NW 900WASHINGTONDC20005 CONSULTING 373,956
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 MediumBullet7
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt 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 above
1f
 
g Noncash contributions included in lines
1a-1f:$
 
h Total. Add lines 1a-1f.......MediumBullet  
 Program Service RevenueAmt Business Code
2a MEMBERSHIP DUES 900099 70,928,340 70,928,340    
b MEETINGS 900099 8,005,462 8,005,462    
c PROGRAMS 900099 1,996,336 1,996,336    
d ADVERTISING 541800 502,547   502,547  
e PUBLICATIONS 511190 147,982 147,982    
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 81,580,667
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 2,882,614     2,882,614
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 69,855,930  
b Less: cost or other basis and sales expenses 70,255,671  
c Gain or (loss) -399,741  
d Net gain or (loss)..........MediumBullet -399,741     -399,741
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      
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        
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        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 84,063,540 81,078,120 502,547 2,482,873
Form 990 (2013)
Form 990 (2013)
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).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 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 2,291,692  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 13,000  
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 10,421,130      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 17,821,348      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 6,772,771      
9 Other employee benefits ....... 2,311,116      
10 Payroll taxes ........... 1,485,393      
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 12,774,069      
c Accounting ........... 87,071      
d Lobbying ........... 2,352,173      
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 331,848      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 6,543,154      
12 Advertising and promotion .... 999,194      
13 Office expenses ....... 2,756,889      
14 Information technology ...... 1,245,634      
15 Royalties .. 2,683      
16 Occupancy ........... 5,312,795      
17 Travel ............ 2,115,226      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 52,568      
19 Conferences, conventions, and meetings .... 6,448,136      
20 Interest ........... 18,359      
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 338,006      
23 Insurance .............. 124,534      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a SUBSCRIPTIONS 536,767      
b MISCELLANEOUS 458,071      
c PERSONAL PROPERTY TAX 26,084      
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 83,639,711      
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 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 2,600 1 2,600
2 Savings and temporary cash investments ......... 8,798,351 2 11,606,144
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 1,040,543 4 1,394,078
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
536,273 5 424,155
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 1,192,404 9 1,236,775
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,611,446
b Less: accumulated depreciation ..... 10b 1,580,232 1,909,414 10c 2,031,214
11 Investments—publicly traded securities .......... 94,303,446 11 95,760,778
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 534,277 15 3,377,166
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 108,317,308 16 115,832,910
Liabilities 17 Accounts payable and accrued expenses ......... 7,668,271 17 7,709,565
18 Grants payable .................   18  
19 Deferred revenue ................ 25,127,947 19 24,477,658
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
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.................... 61,846,847 25 50,291,161
26 Total liabilities. Add lines 17 through 25......... 94,643,065 26 82,478,384
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 13,674,243 27 33,354,526
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 13,674,243 33 33,354,526
34 Total liabilities and net assets/fund balances ........ 108,317,308 34 115,832,910
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
84,063,540
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
83,639,711
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
423,829
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
13,674,243
5
Net unrealized gains (losses) on investments ...............
5
-2,081,242
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
21,337,696
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
33,354,526
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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
 
No
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
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
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.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
EDISON ELECTRIC INSTITUTE INC
 
Employer identification number

13-0659550
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
$ 1,025,141
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
$ 870,141
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$ 155,000
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$ 1,025,141
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-.
(1) DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION
 
1580 LINCOLN ST SUITE 1125
WASHINGTON,DC20002
13-4220019 15,000  
(2) REPUBLICAN STATE LEADERSHIP COMMITTEE
 
1800 DIAGNONAL ROAD
ALEXANDRIA,VA22314
05-0532524 75,000  
(3) DEMOCRATIC GOVERNORS' ASSOCIATION
 
1401 K STREET NW SUITE 200
WASHINGTON,DC20005
52-1304889 40,000  
(4) REPUBLICAN GOVERNORS' ASSOCIATION
 
1747 PENNSYLVANIA AVENUE
WASHINGTON,DC20006
11-3655877 25,000  




For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
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) .................    
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
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)
No
Yes
(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
 
No
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
No
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
Yes
 
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
68,232,952
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
9,950,000
b
Carryover from last year ....................................
2b
-1,219,936
c
Total ............................................
2c
8,730,064
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
12,487,122
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
-3,757,058
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART I-A, LINE 1: THE ORGANIZATION SUPPORTED POLITICAL ORGANIZATIONS AND CANDIDATES FOR STATE AND LOCAL OFFICE WHERE LEGALLY PERMISSIBLE.
Schedule C (Form 990 or 990EZ) 2013

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. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EDISON ELECTRIC INSTITUTE INC
 
Employer identification number

13-0659550
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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 XIII, 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (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 current year end balance (line 1g, column (a)) 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 XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. 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 .................      
b Buildings ................        
c Leasehold improvements ............   41,515 23,903 17,612
d Equipment ................   1,453,591 944,512 509,079
e Other .................   2,116,340 611,817 1,504,523
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 2,031,214
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
POSTRETIREMENT BENEFIT OBLIGATION 1,728,391
DEFERRED COMPENSATION 45,491,122
DEFERRED RENT 1,194,659
BENEFITS LIABILITIES 1,312,525
OTHER CURRENT LIABILITIES 379,679
LONG TERM LEASE OBLIGATION 53,548
LIFE INSURANCE LIABILITY 100,000
MEDICARE TAX LIABILITY 16,237
OTHER LONG-TERM LIABILITY 15,000
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 50,291,161
2. Liability for uncertain tax positions In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 XIII.) ............ 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 XIII.) ........... 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 XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 XIII.) ............ 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 XIII.) ............ 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 XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: EEI IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. EEI HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. EEI'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE FISCAL YEARS ENDED 2010 THROUGH 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES.
Schedule D (Form 990) 2013

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.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EDISON ELECTRIC INSTITUTE INC
 
Employer identification number

13-0659550
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. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (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 and investments
in region
EUROPE 0 0 PROGRAM SERVICES MEETINGS WITHIN THE REGION 340,587
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES MEETINGS WITHIN THE REGION 1,807
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES MEETINGS WITHIN THE REGION 15,130
NORTH AMERICA 0 0 PROGRAM SERVICES MEETINGS WITHIN THE REGION 4,752
RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES MEETINGS WITHIN THE REGION 2,551
NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION   13,000
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 377,827
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 377,827
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
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. Part II can be duplicated 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 non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
NORTH AMERICA CONFERENCE SPONSORSHIP 13,000        
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
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
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 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.
Part III can be duplicated 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)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
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, Return by a U.S. Transferor of Property to a Foreign Corporation (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, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (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, Information 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) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
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).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
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
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
EDISON ELECTRIC INSTITUTE INC
 
Employer identification number
13-0659550
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. Part II can be duplicated if additional space is needed.
(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) A CELEBRATION OF CHICAGO LLC
1218 29TH STREET NW
WASHINGTON,DC20007
52-2141669   10,000       EVENT SPONSORSHIP
(2) AABE
1625 K STREET NW STE 405
WASHINGTON,DC20006
84-0782569 501(C)(3) 10,000       CONFERENCE SPONSORSHIPS
(3) ACCF-CTR FOR POLICY RESEARCH
1750 K STREET NW SUITE 400
WASHINGTON,DC20006
52-1091172 501(C)(3) 30,000       CONTRIBUTIONS: MEMBERSHIPS
(4) ALL HAZARDS CONSORTIUM
7360 GUILFORD DRIVE SUITE 201
FREDERICK,MD21704
26-0275096 501(C)(3) 18,750       CONTRIBUTIONS: MEMBERSHIPS
(5) ALLIANCE TO SAVE ENERGY
PO BOX 791399
BALTIMORE,MD21279
52-1082991 501(C)(3) 37,500       CONTRIBUTIONS: MEMBERSHIPS
(6) ALLIANCE TO SAVE ENERGY
PO BOX 791399
BALTIMORE,MD21279
52-1082991 501(C)(3) 10,000       EVENT SPONSORSHIP
(7) AMERICAN LEGISLATIVE EXCHANGE COUNCIL
1101 VERMONT AVENUE NW
WASHINGTON,DC20005
52-0140979 501(C)(3) 19,667       CONTRIBUTIONS: MEMBERSHIPS
(8) AMERICAN LEGISLATIVE EXCHANGE COUNCIL
1101 VERMONT AVENUE NW
WASHINGTON,DC20005
52-0140979 501(C)(3) 20,000       EVENT SPONSORSHIP
(9) AMERICAN NATIONAL STANDARDS INSTITUTE
25 WEST 43RD STREET 4TH FLOOR
NEW YORK,NY10036
13-1635253 501(C)(3) 5,945       CONTRIBUTIONS: MEMBERSHIPS
(10) ASAE - CENTER FOR ASSOCIATION LEADERSHIP
1575 I STREET NW
WASHINGTON,DC20005
53-0026940 501(C)(6) 10,000       EVENT SPONSORSHIP
(11) ASPEN INSTITUTE
ONE DUPONT CIRCLE NW SUITE 700
WASHINGTON,DC20036
84-0399006 501(C)(3) 12,000       CONTRIBUTIONS: ENVIRONMENTAL
(12) ASSOCIATION OF NATIONAL ADVERTISERS
708 THIRD AVENUE
NEW YORK,NY10017
13-0453230 501(C)(6) 7,100       CONTRIBUTIONS: MEMBERSHIPS
(13) ATLANTIC COUNCIL OF US
1101 15TH STREET NW
WASHINGTON,DC20005
52-0742294 501(C)(3) 5,000       CONTRIBUTIONS: ENVIRONMENTAL
(14) BARNES AND THORNBURG (FEDERAL WATER QUALITY COALITION)
ONE NORTH WACKER DRIVE SUITE 4400
CHICAGO,IL60606
35-0900596   17,500       CONTRIBUTIONS: COALITIONS
(15) BIPARTISAN POLICY CENTER INC
1225 I STREET NW NO 1000
WASHINGTON,DC20005
73-1628382 501(C)(3) 100,000       CONTRIBUTIONS: POLITCAL ORGANIZATIONS
(16) BUILDING AND CONSTRUCTION TRADES DEPARTMENT AFL-CIO
815 16TH STREET NW NO 600
WASHINGTON,DC20006
53-0025755 501(C)(5) 10,000       EVENT SPONSORSHIP
(17) BUSINESS INSTITUTE FOR POLITICAL ANALYSIS
888 SIXTEENTH STREET NW SUITE 305
WASHINGTON,DC20006
13-1985476   5,000       CONTRIBUTIONS: MEMBERSHIPS
(18) CALIFORNIA STATE SOCIETY OF WASHINGTON DC
1608 RHODE ISLAND AVENUE NW
WASHINGTON,DC20036
52-1119321 501(C)(7) 7,500       EVENT SPONSORSHIP
(19) CAMPAIGN FOR HOME ENERGY ASSISTANCE
1615 L STREET NW SUITE 529
WASHINGTON,DC20036
52-1243510 501(C)(3) 15,000       CONTRIBUTIONS: POLITICAL ORGANIZATIONS
(20) CANADIAN-AMERICAN BUSINESS COUNCIL
1900 K STREET NW SUITE 100
WASHINGTON,DC20006
52-1542724 501(C)(6) 5,000       CONTRIBUTIONS: MEMBERSHIPS
(21) CAPITAL AREA REACH FOUNDATION
1816 12TH STREET NW
WASHINGTON,DC20009
26-4088542 501(C)(3) 11,000       CORPORATE RESPONSIBILITY: ORGANIZATION
(22) CENTER FOR ENERGY WORKFORCE DEVELOPMENT
701 PENNSYLVANIA AVE 3RD FLOOR
WASHINGTON,DC20004
20-4504014 501(C)(3) 5,000       CONFERENCE SPONSORSHIPS
(23) CENTER FOR ENERGY WORKFORCE DEVELOPMENT
701 PENNSYLVANIA AVE 3RD FLOOR
WASHINGTON,DC20004
20-4504014 501(C)(3) 100,000       CONTRIBUTIONS: EDUCATION
(24) CENTER FOR LEGISLATIVE ENERGY AND ENVIRONMENTAL RESEARCH
5400 LBJ FREEWAY
DALLAS,TX75240
75-2351673 501(C)(4) 8,000       CONTRIBUTIONS: POLITICAL ORGANIZATIONS
(25) COAL UTILIZATION RESEARCH COUNCIL
1050 THOMAS JEFFERSON ST NW 7TH FL
WASHINGTON,DC20007
52-2028570 501(C)(6) 20,000       CONTRIBUTIONS: MEMBERSHIPS
(26) COALTION FOR TAX EQUITY
1666 K STREET NW SUITE 500
WASHINGTON,DC20006
52-1818457 501(C)(6) 12,000       CONTRIBUTIONS: MEMBERSHIPS
(27) COMMUNITIES FOUNDATION OF OKLAHOMA INC
2932 NW 122ND STREET SUITE D
OKLAHOMA CITY,OK73120
73-1396320 501(C)(3) 10,000       CORPORATE RESPONSIBILITY: DISASTER
(28) CONGRESSIONAL BLACK CAUCUS FOUNDATION
1720 MASSACHUSETTS AVE NW
WASHINGTON,DC20036
52-1160561 501(C)(4) 20,000       EVENT SPONSORSHIP
(29) CONGRESSIONAL BLACK CAUCUS POLITICAL EDUCATION AND LEADERSHIP INSTITUTE
413 NEW JERSEY AVENUE SE
WASHINGTON,DC20003
52-2270607 501(C)(4) 5,000       CONFERENCE SPONSORSHIPS
(30) CONSORTIUM OF CATHOLIC ACADEMIES
5001 EASTERN AVENUE SUITE 207
HYATTSVILLE,MD20782
52-2050972 501(C)(3) 10,000       EVENT SPONSORSHIP
(31) COUNCIL OF GREAT LAKES INDUSTRIES
3600 GREEN COURT
ANN ARBOR,MI48105
38-2973776 501(C)(6) 15,000       CONTRIBUTIONS: COALITIONS
(32) COUNCIL OF STATE GOVERNMENTS
2760 RESEARCH PARK DRIVE
LEXINGTON,KY40511
36-6000818 501(C)(3) 6,000       CONTRIBUTIONS: MEMBERSHIPS
(33) CREATIVE COALITION
200 PARK AVENUE SOUTH NO 8TH FL
NEW YORK,NY10003
13-3517803 501(C)(3) 90,000       EVENT SPONSORSHIP
(34) CURE DUES
1050 THOMAS JEFFERSON STREET NW
SUITE 700
WASHINGTON,DC20007
52-1331523 501(C)(6) 25,000       CONTRIBUTIONS: MEMBERSHIPS
(35) DEMOCRATIC GOVERNORS' ASSOCIATION
1401 K STREET NW SUITE 200
WASHINGTON,DC20005
52-1304889 SECTION 527 40,000       CONTRIBUTIONS: POLITICAL ORGANIZATIONS
(36) EARTH ISLAND INSTITUTE
2150 ALLSTON WAY
BERKELEY,CA94704
94-2889684 501(C)(3) 5,000       CONTRIBUTIONS: ENVIRONMENTAL
(37) ELECTRIC DRIVE TRANSPORTATION ASSOCIATION
1250 EYE STREET NW SUITE 902
WASHINGTON,DC20005
52-1665058 501(C)(6) 30,000       CONTRIBUTIONS: MEMBERSHIPS
(38) EMERGING ISSUES POLICY FORUM
5169 LATROBE DRIVE
WINDEMERE,FL34786
59-3686885 501(C)(4) 15,000       CONTRIBUTIONS: MEMBERSHIPS
(39) ENVIRONMENTAL COUNCIL OF THE STATES
PO BOX 758616
BALTIMORE,MD21275
36-3962169 501(C)(6) 5,000       CONFERENCE SPONSORSHIPS
(40) HISPANICS IN ENERGY
1017 L STREET 719
SACRAMENTO,CA95814
27-4551280   5,000       CONFERENCE SPONSORSHIPS
(41) HISPANICS IN ENERGY
1017 L STREET 719
SACRAMENTO,CA95814
27-4551280   5,000       CONTRIBUTIONS: MEMBERSHIPS
(42) HORTON'S KIDS INC
110 MARYLAND AVENUE NE SUITE 207
WASHINGTON,DC20002
52-1755403 501(C)(3) 15,000       EVENT SPONSORSHIP
(43) HUNTON & WILLIAMS LLP
2200 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20037
54-0572269   116,114       CONTRIBUTIONS: ENVIRONMENTAL
(44) INSTITUTE FOR EDUCATION
4410 MASSACHUSETTS AVE NW
WASHINGTON,DC20016
52-1776349 501(C)(3) 5,000       CONTRIBUTIONS: EDUCATION
(45) JOHNS HOPKINS UNIVERSITY
1717 MASSACHUSETTS AVE NW
WASHINGTON,DC20036
52-0595110 501(C)(3) 5,000       CORPORATE RESPONSIBILITY: ORGANIZATION
(46) JOHNS HOPKINS UNIVERSITY
1717 MASSACHUSETTS AVE NW
WASHINGTON,DC20036
52-0595110 501(C)(3) 5,000       PROGRAM SUPPORT
(47) JOINT CENTER FOR POLITCAL AND ECONOMIC STUDIES
1090 VERMONT AVENUE NW SUITE 1100
WASHINGTON,DC20005
52-1069070 501(C)(3) 15,000       EVENT SPONSORSHIP
(48) KEYSTONE CENTER
1628 STS JOHN ROAD
KEYSTONE,CO80435
84-0688506 501(C)(3) 15,000       CONTRIBUTIONS: MEMBERSHIPS
(49) KEYSTONE CENTER
1628 STS JOHN ROAD
KEYSTONE,CO80435
84-0688506 501(C)(3) 10,000       EVENT SPONSORSHIP
(50) LABOR AND MANAGEMENT PUBLIC AFFAIRS COMMITTEE MIDWEST
414 NICOLLET MALL 7TH FLOOR
MINNEAPOLIS,MN55401
45-4131269 SECTION 302(C)9 5,000       CONFERENCE SPONSORSHIPS
(51) LEADERSHIP CONFERENCE ON CIVIL AND HUMAN RIGHTS
1629 K STREET NW 10TH FLOOR
WASHINGTON,DC20006
23-7026895 501(C)(4) 10,000       EVENT SPONSORSHIP
(52) MACRUC
1101 VERMONT AVENUE NW SUITE 200
WASHINGTON,DC20005
52-2027917 501(C)(3) 15,000       CONFERENCE SPONSORSHIPS
(53) MAGNUM ENTERTAINMENT GROUP
601 13TH ST NW SUITE 650 N
WASHINGTON,DC20005
02-0699198   12,500       EVENT SPONSORSHIP
(54) MARCH OF DIMES FOUNDATION
2120 WASHINGTON BLVD SUITE 425
ARLINGTON,VA22204
13-1846366 501(C)(3) 25,000       CORPORATE RESPONSIBILITY: EVENTS
(55) MERIDIAN INTERNATIONAL CENTER
1630 CRESCENT PLACE NW
WASHINGTON,DC20009
53-0259663 501(C)(3) 10,000       EVENT SPONSORSHIP
(56) MID-AMERICAN REGULATORY CONFERENCE INC
500 E CAPITOL AVENUE
PIERRE,SD57501
43-6053680 501(C)(6) 5,000       CONFERENCE SPONSORSHIPS
(57) MIDEAST LABOR MANAGEMENT PUBLIC AFFAIRS
801 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20004
26-4485721 501(C)(5) 5,000       CONFERENCE SPONSORSHIPS
(58) MIDWESTERN GOVERNORS ASSOCIATION
2025 M STREET NW SUITE 800
WASHINGTON,DC20036
27-4862860 501(C)(3) 7,500       CONTRIBUTIONS: MEMBERSHIPS
(59) NATIONAL ASSOC OF NEIGHBORHOODS
1300 PENNSYLVANIA AVE NW SUITE 700
WASHINGTON,DC20004
23-7148216 501(C)(3) 5,000       CONTRIBUTIONS: COALITIONS
(60) NATIONAL BLACK CHAMBER OF COMMERCE
1350 CONNECTICUT AVE NW STE 405
WASHINGTON,DC20036
35-1889294 501(C)(3) 10,000       CONFERENCE SPONSORSHIPS
(61) NATIONAL BLACK CAUCUS OF STATE LEGISLATORS
444 N CAPITAL ST NW
WASHINGTON,DC20001
52-1218832 501(C)(3) 10,000       CONTRIBUTIONS: MEMBERSHIPS
(62) NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA
9190 ROCKVILLE PIKE
BETHESDA,MD20814
53-0204610 501(C)(3) 6,500       EVENT SPONSORSHIP
(63) NATIONAL ENDANGERED SPECIES ACT REFORM COALITION
1050 THOMAS JEFFERSON STREET NW 6TH
FL
WASHINGTON,DC20007
52-1763800 501(C)(6) 10,000       CONTRIBUTIONS: MEMBERSHIPS
(64) NATIONAL FOREST FOUNDATION
BUILDING 27 SUITE 3 FORT MISSOULA
RD
MISSOULA,MT59804
52-1786332 501(C)(3) 5,000       CONTRIBUTIONS: ENVIRONMENTAL
(65) NATIONAL FUEL FUNDS NETWORK
1010 VERMONT AVENUE NW SUITE 718
WASHINGTON,DC20005
52-1559709 501(C)(3) 5,000       EVENT SPONSORSHIP
(66) NATIONAL GOVERNORS ASSOCIATION CENTER FOR BEST PRACTICES
444 N CAPITOL STREET NW SUITE 267
WASHINGTON,DC20001
23-7391796 501(C)(3) 75,000       PROGRAM SUPPORT
(67) NATIONAL LAMPAC
701 PENNSYLVANIA AVE 3RD FLOOR
WASHINGTON,DC20004
26-2620296 501(C)(3) 57,389       PROGRAM CONTRIBUTION
(68) NATIONAL MULTIPLE SCLEROSIS SOCIETY
1800 M STREET NW SUITE 750 SOUTH
WASHINGTON,DC20036
53-0237585 501(C)(3) 10,000       EVENT SPONSORSHIP
(69) NCSL FOUNDATION FOR STATE LEGISLATURES
7700 EAST FIRST PLACE
DENVER,CO80230
74-2232576 501(C)(3) 12,500       CONTRIBUTIONS: MEMBERSHIPS
(70) NEW JERSEY STATE SOCIETY OF THE DISTRICT
P 0 BOX 65086
WASHINGTON,DC20035
54-1993305 501(C)(4) 7,500       EVENT SPONSORSHIP
(71) NORTH AMERICAN ENERGY STANDARDS BOARD
801 TRAVIS STREET NO 1675
HOUSTON,TX77002
76-0451850 501(C)(6) 7,000       CONTRIBUTIONS: MEMBERSHIPS
(72) NORTH AMERICAN METALS COUNCIL
2200 PENNSYLVANIA AVENUE NW SUITE
100W
WASHINGTON,DC20037
20-1320884 501(C)(6) 7,000       CONTRIBUTIONS: MEMBERSHIPS
(73) PHI COMMUNITY FOUNDATION
701 NINTH ST NW
WASHINGTON,DC20068
51-0367729 501(C)(3) 5,000       EVENT SPONSORSHIP
(74) POLLINATOR PARTNERSHIP
423 WASHINGTON ST 5TH FLOOR
SAN FRANCISCO,CA94111
94-3283967 501(C)(3) 5,000       CONFERENCE SPONSORSHIPS
(75) PRESIDENTIAL INAUGURAL COMMITTEE 2013
700 THIRTEENTH STREET NW SUITE 600
WASHINGTON,DC20005
94-3453768 501(C)(4) 25,000       CONTRIBUTION: PROGRAM SUPPORT
(76) PRESIDENTIAL INAUGURAL COMMITTEE 2013
700 THIRTEENTH STREET NW SUITE 600
WASHINGTON,DC20005
94-3453768 501(C)(4) 60,000       EVENT SPONSORSHIP
(77) PREVENT CANCER FOUNDATION
1600 DUKE STREET 500
ALEXANDRIA,VA22314
52-1429544 501(C)(3) 10,000       CORPORATE RESPONSIBILITY: EVENTS
(78) REPUBLICAN GOVERNORS' ASSOCIATION
1747 PENNSYLVANIA AVENUE
WASHINGTON,DC20006
11-3655877 SECTION 527 25,000       CONTRIBUTIONS: MEMBERSHIPS
(79) REPUBLICAN STATE LEADERSHIP COMMITTEE
1800 DIAGONAL ROAD SUITE 230
ALEXANDRIA,VA22314
05-0532524 SECTION 527 22,917       CONTRIBUTIONS: POLITICAL ORGANIZATIONS
(80) RESOURCES FOR THE FUTURE
1616 P STREET NW
WASHINGTON,DC20036
53-0220900 501(C)(3) 15,000       CONTRIBUTIONS: ENVIRONMENTAL
(81) SECURING AMERICA'S FUTURE ENERGY
1111 19TH STREET NW SUITE 406
WASHINGTON,DC20036
20-1727977 501(C)(3) 5,000       CONTRIBUTIONS: MEMBERSHIPS
(82) SECURING AMERICA'S FUTURE ENERGY
1111 19TH STREET NW SUITE 406
WASHINGTON,DC20036
20-1727977 501(C)(3) 5,000       EVENT SPONSORSHIP
(83) SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
120 BROADWAY
NEW YORK,NY10271
32-0178959 501(C)(6) 20,000       CONTRIBUTIONS: MEMBERSHIPS
(84) SENATE PRESIDENTS' FORUM
66 WITHERSPOON STREET
PRINCETON,NJ08540
22-3284046 501(C)(3) 27,000       CONTRIBUTIONS: MEMBERSHIPS
(85) SO OTHERS MIGHT EAT
71 0 STREET NW
WASHINGTON,DC20001
23-7098123 501(C)(3) 5,000       EVENT SPONSORSHIP
(86) SOCIAL ENTERPRISES INC
618 NW GLISAN ST SUITE 101
PORTLAND,OR97209
20-2665380 CORPORATION 7,500       CONFERENCE SPONSORSHIPS
(87) SOUTHEAST LABOR AND MANAGEMENT PUBLIC AFFAIRS COMMITTEE
100 CONCOURSE PARKWAY SUITE 300
BIRMINGHAM,AL35244
46-0612026 501(C)(6) 5,000       CONTRIBUTIONS: MEMBERSHIPS
(88) SOUTHERN STATES ENERGY BOARD
6325 AMHERST COURT
NORCROSS,GA30092
58-0864888 501(C)(1) 5,000       EVENT SPONSORSHIP
(89) STATE GOVERNMENT AFFAIRS COUNCIL
515 KING STREET SUITE 325
ALEXANDRIA,VA22314
52-1067087 501(C)(6) 5,000       CONTRIBUTIONS: MEMBERSHIPS
(90) STATE GOVERNMENT LEADERSHIP FOUNDATION
1201 F STREET NW SUITE 675
WASHINGTON,DC20004
20-0505849 501(C)(4) 15,000       CONTRIBUTIONS: POLITICAL ORGANIZATIONS
(91) STATE LEGISLATIVE LEADERS FOUNDATION
1645 FALMOUTH ROAD
CENTERVILLE,MA02632
23-7148478 501(C)3 10,000       CONTRIBUTIONS: MEMBERSHIPS
(92) TASTE OF THE SOUTH
PO BOX 2826
WASHINGTON,DC20013
52-1343458 501(C)(3) 5,000       EVENT SPONSORSHIP
(93) TEXAS STATE SOCIETY OF WASHINGTON
PO BOX 70155
WASHINGTON,DC20024
52-1282038 501(C)(4) 30,000       EVENT SPONSORSHIP
(94) THE ARTISTS & ATHLETES ALLIANCE
900 19TH STREET NW SUITE 800
WASHINGTON,DC20006
26-2255679   10,000       CONTRIBUTIONS: MEMBERSHIPS
(95) THE CONGRESSIONAL INSTITUTE INC
1700 DIAGONAL ROAD 730
ALEXANDRIA,VA22314
52-1504189 501(C)(4) 25,000       CONTRIBUTIONS: MEMBERSHIPS
(96) THE FRANKLIN & ELEANOR ROOSEVELT INSTITUTE
570 LEXINGTON AVENUE SUITE 500
NEW YORK,NY10022
23-7213592 501(C)(3) 10,000       EVENT SPONSORSHIP
(97) THOMAS ALVA EDISON FOUNDATION
701 PENNSYLVANIA AVE 3RD FLOOR
WASHINGTON,DC20004
52-2106274 501(C)(3) 87,000       PROGRAM CONTRIBUTION
(98) TRANSPORTATION ENERGY PARTNERSHIP
1735 20TH STREET NW
WASHINGTON,DC20009
90-0055128 501(C)(3) 7,500       CONFERENCE SPONSORSHIPS
(99) TREE FUND
552 S WASHINGTON STREET SUITE 109
NAPERVILLE,IL60540
37-1018692 501(C)(3) 5,000       CONTRIBUTIONS: ENVIRONMENTAL
(100) US CHAMBER OF COMMERCE
1615 H ST NW
WASHINGTON,DC20062
53-0045720 501(C)3 25,050       CONTRIBUTIONS: MEMBERSHIPS
(101) UNITED STATES ENERGY ASSOCIATION
1300 PENNSYLVANIA AVENUE NW ROOM
550
WASHINGTON,DC20004
13-6219869 501(C)(3) 5,000       CONTRIBUTIONS: MEMBERSHIPS
(102) UNITED STATES NAVY MEMORIAL FOUNDATION
701 PENNSYLVANIA AVE NW
WASHINGTON,DC20004
52-1104476 501(C)(3) 20,000       CORPORATE RESPONSIBILITY: ORGANIZATION
(103) UNITED WAY OF THE NATIONAL CAPITAL AREA
1577 SPRING HILL ROAD NO 420
VIENNA,VA22182
53-0234290 501(C)(3) 5,000       CORPORATE RESPONSIBILITY: ORGANIZATION
(104) URBAN ALLIANCE
2030 Q STREET NW
WASHINGTON,DC20009
52-1938443 501(C)(3) 20,000       CORPORATE RESPONSIBILITY: ORGANIZATION
(105) UTILITY ARBORIST ASSOCIATION
PO BOX 3129
CHAMPAIGN,IL61826
52-1193936 501(C)(3) 5,000       CONTRIBUTIONS: ENVIRONMENTAL
(106) VOLTA LIVE INC
5500 FRIENDSHIP BOULEVARD 2322N
CHEVY CHASE,MD20815
20-5291054   10,000       EVENT SPONSORSHIP
(107) WASHINGTON TENNIS & EDUCATION
16TH AND KENNEDY STREETS NW
WASHINGTON,DC20011
52-6046504 501(C)(3) 5,500       EVENT SPONSORSHIP
(108) WESTERN ASSOCIATION OF FISH AND WILDLIFE AGENCIES
2903 SAINTSBUIRY PLAZA SUITE 106
FAIRFAX,VA22031
82-0329350 501(C)(4) 5,000       CONFERENCE SPONSORSHIPS
(109) WESTERN GOVERNORS' ASSOCIATION
400 N CAPITOL STREET NW SUITE 388
WASHINGTON,DC20001
84-0747227 501(C)(1) 10,000       CONTRIBUTIONS: POLITICAL ORGANIZATIONS
(110) WESTERN LAMPAC
321 16TH AVENUE SOUTH
SEATTLE,WA98144
20-2432543 501(C)(6) 13,000       CONFERENCE SPONSORSHIPS
(111) WOMEN'S COUNCIL ON ENERGY AND THE ENVIRONMENT
PO BOX 33211
WASHINGTON,DC20033
52-1258690 501(C)(3) 5,000       EVENT SPONSORSHIP
(112) WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS
1300 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20004
52-1067541 501(C)(3) 10,000       EVENT SPONSORSHIP
(113) WORLD CONFERENCE OF MAYORS
108 GRAY STREET SUITE 101
TUSKEGEE,AL36083
52-1373507 501(C)(3) 5,000       CONFERENCE SPONSORSHIPS
(114) WORLD CONFERENCE OF MAYORS
108 GRAY STREET SUITE 101
TUSKEGEE,AL36083
52-1373507 501(C)(3) 5,000       CONTRIBUTIONS: MEMBERSHIPS
(115) CENTER FOR ENERGY WORKFORCE DEVELOPMENT
701 PENNSYLVANIA AVE 3RD FLOOR
WASHINGTON,DC20004
20-4504014 501(C)(3)   229,491 FMV IN-KIND SUPPORT PROGRAM SUPPORT
(116) NATIONAL LAMPAC
701 PENNSYLVANIA AVE 3RD FLOOR
WASHINGTON,DC20004
26-2620296 501(C)(3)   38,546 FMV IN-KIND SUPPORT PROGRAM SUPPORT
(117) THOMAS ALVA EDISON FOUNDATION
701 PENNSYLVANIA AVE 3RD FLOOR
WASHINGTON,DC20004
52-2106274 501(C)(3)   62,650 FMV IN-KIND SUPPORT PROGRAM SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
57
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
48
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
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.
Part III can be duplicated 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












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: WHEN GRANT FUNDS ARE AWARDED, EEI MAY REQUEST THE AMOUNTS BE RESTRICTED FOR A SPECIFIC PURPOSE. GRANTEES MANY TIMES WILL REPORT BACK TO EEI THE SPECIFIC USE OF THE FUNDS AND VARIOUS OUTCOMES. HOWEVER, THIS IS NOT A REQUIREMENT FOR EACH GRANT AWARDED.
Schedule I (Form 990) 2013


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, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EDISON ELECTRIC INSTITUTE INC
 
Employer identification number

13-0659550
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 of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used 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
 
No
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
 
 
b
Any related organization? .........................
5b
 
 
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
 
 
b
Any related organization? .........................
6b
 
 
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
 
 
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
 
 
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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
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 (E) amounts for that individual.
(A) Name and Title (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)THOMAS KUHNPRESIDENT (i)
(ii)
873,298
0
851,246
0
2,135,314
0
49,734
0
25,654
0
3,935,246
0
0
0
(2)DAVID OWENSEXECUTIVE VP, BUSINESS OPE (i)
(ii)
535,942
0
300,000
0
34,253
0
290,985
0
13,035
0
1,174,215
0
0
0
(3)BRIAN WOLFFSENIOR VP, EXTERNAL AFFAIR (i)
(ii)
545,032
0
292,000
0
5,724
0
145,032
0
12,943
0
1,000,731
0
0
0
(4)EDWARD COMERVP, GENERAL COUNSEL AND CO (i)
(ii)
293,527
0
110,000
0
22,850
0
166,941
0
22,741
0
616,059
0
0
0
(5)MARY MILLERCHIEF ADMINISTRATIVE OFFIC (i)
(ii)
271,466
0
103,000
0
28,832
0
131,236
0
5,172
0
539,706
0
0
0
(6)QUINLAN SHEA IIIVP, ENVIRONMENT (i)
(ii)
239,394
0
95,000
0
27,242
0
98,111
0
15,779
0
475,526
0
0
0
(7)RICHARD MCMAHONVP, ALLIANCE ENERGY SUPPLI (i)
(ii)
264,264
0
98,000
0
19,489
0
132,725
0
22,389
0
536,867
0
0
0
(8)JAMES FAMAVP, ENERGY DELIVERY (i)
(ii)
244,117
0
99,500
0
19,855
0
126,729
0
22,151
0
512,352
0
0
0
(9)KATHY STECKELBERGVP, GOVERNMENT RELATIONS (i)
(ii)
252,934
0
89,000
0
3,077
0
112,958
0
9,895
0
467,864
0
0
0
(10)BRIAN MCCORMACKVP, POLITICAL AND EXTERNAL (i)
(ii)
252,500
0
89,000
0
4,989
0
32,960
0
9,799
0
389,248
0
0
0
(11)JOHN EASTON JRVP, INT'L PROGRAMS (i)
(ii)
224,686
0
82,000
0
33,465
0
89,717
0
12,944
0
442,812
0
0
0
(12)JOHN SCHLENKERCFO & TREASURER (i)
(ii)
198,601
0
80,000
0
22,161
0
120,225
0
19,709
0
440,696
0
0
0
(13)RICHARD TEMPCHINEXECUTIVE DIRECTOR, RETAIL (i)
(ii)
189,509
0
68,000
0
20,811
0
164,414
0
21,537
0
464,271
0
0
0
(14)JAMES OWENEXEC DIR, MEMBER REL & MTG (i)
(ii)
186,648
0
74,000
0
20,988
0
155,154
0
19,527
0
456,317
0
0
0
(15)SADEGH RAZEGHICIO (i)
(ii)
179,075
0
30,000
0
23,625
0
47,693
0
2,323
0
282,716
0
0
0
(16)JAMES ROEWERDIRECTOR, USWAG (i)
(ii)
150,543
0
38,236
0
22,635
0
73,150
0
19,200
0
303,764
0
0
0
(17)SCOTT AARONSONSENIOR DIRECTOR, NATIONAL SECURITY P (i)
(ii)
180,442
0
15,000
0
13,809
0
25,455
0
2,210
0
236,916
0
0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A PART 1, QUESTION 1A - TRAVEL FOR COMPANIONS: JOHN EASTON $2,577 INCLUDED IN INCOME PART I, QUESTION 1A - HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: THOMAS KUHN $1,545 INCLUDED IN INCOME RICHARD MCMAHON $877 INCLUDED IN INCOME
PART I, LINE 4B THE EDISON ELECTRIC INSTITUTE PROVIDES A NON-QUALIFIED PLAN FOR ELIGIBLE MANAGEMENT EMPLOYEES. THOMAS R. KUHN $2,095,121 DAVID K. OWENS $247,324 BRIAN WOLFF $104,439 EDWARD COMER $107,503 MARY MILLER $68,723 QUINLAN SHEA $45,095 RICHARD MCMAHON $73,498 JAMES FAMA $61,697 KATHRYN STECKELBERG $53,981 JOHN EASTON $33,653 BRIAN MCCORMACK $5,340 JOHN SCHLENKER $45,903 JAMES OWEN $34,706 RICHARD TEMPCHIN $30,970
Schedule J (Form 990) 2013

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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EDISON ELECTRIC INSTITUTE INC
 
Employer identification number

13-0659550
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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
(1) THOMAS KUHN CEO SPLIT DOLLAR LIFE INSURANCE POLICY WITH CEO   X 0 424,155   No Yes   Yes  
Total ......Small Bullet $ 424,155
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 assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
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
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2013

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.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
EDISON ELECTRIC INSTITUTE INC
 
Employer identification number

13-0659550
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF DIRECTORS, AFTER EACH ANNUAL ELECTION OF DIRECTORS AND BY THE RESOLUTION ADOPTED BY A MAJORITY OF THE ENTIRE BOARD, MAY DESIGNATE FROM ITS OWN MEMBERSHIP AN EXECUTIVE COMMITTEE OF EIGHTEEN INCLUDING THE CHAIRMAN AND VICE CHAIRMEN. IN ADDITION TO THOSE DESIGNATED TO SERVE ON THE EXECUTIVE COMMITTEE, FORMER CHAIRMEN OF THE INSTITUTE WHO CONTINUE AS CHAIRMAN OR CHIEF EXECUTIVE OFFICER OF A CLASS A INSTITUTE MEMBER SHALL SERVE AS EX OFFICIO, NON-VOTING MEMBERS OF THE COMMITTEE. THE EXECUTIVE COMMITTEE MAY EXERCISE ALL THE POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD EXCEPT: 1. APPROVAL OR RECOMMENDATION TO MEMBERS OF ACTION THAT IS REQUIRED TO BE APPROVED BY MEMBERS UNDER STATUTE; 2. THE FILLING OF VACANCIES IN THE BOARD OF DIRECTORS OR IN ANY COMMITTEE THEREOF; 3. THE FIXING OF COMPENSATION OF THE DIRECTORS FOR SERVING ON THE BOARD OR ON ANY COMMITTEE THEREOF; 4. THE AMENDMENT OR REPEAL OF THE BYLAWS OR THE ADOPTION OF NEW BYLAWS; 5. THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD WHICH BY ITS TERMS SHALL NOT BE SO AMENDABLE OR REPEALABLE AND AS OTHERWISE REQUIRED BY RESOLUTION OF THE BOARD OF DIRECTORS. THE CHAIRMAN SHALL PRESIDE AT MEETINGS OF THE EXECUTIVE COMMITTEE. VACANCIES IN THE MEMBERSHIP OF THE COMMITTEE SHALL BE FILLED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL KEEP REGULAR MINUTES OF THE PROCEEDINGS AND REPORT THE SAME TO THE BOARD WHEN REQUIRED.
FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THREE VOTING CLASSES OF MEMBERSHIP: OPERATING COMPANY MEMBERS - INVESTOR-OWNED OPERATING ELECTRIC CORPORATIONS ENGAGED IN THE GENERATION, TRANSMISSION, OR DISTRIBUTION OF ELECTRICTY TO THE PUBLIC IN THE US OR ITS POSSESSIONS. EEI'S US SHAREHOLDER-OWNED ELECTRIC COMPANY MEMBERS SERVE 95% OF THE ULTIMATE CUSTOMERS IN THIS SEGMENT OF THE INDUSTRY AND REPRESENT APPROXIMATELY 70% OF THE US ELECTRIC POWER INDUSTRY. HOLDING COMPANY MEMBERS - BEING CORPORATIONS IN THE US OR ITS POSSESSIONS WHICH BY VIRTUE OF OWNERSHIP OF SECURITIES IN INVESTOR-OWNED CORPORATIONS ARE INTERESTED IN ADVANCING THE BUSINESS OF OPERATING ELECTRICAL COMPANIES IN RELATION TO THE SALE OF ELECTRICITY TO THE ULTIMATE CONSUMER. SUBSIDIARY COMPANY MEMBERS - BEING SUBSIDIARY COMPANIES OF OPERATING COMPANY OR HOLDING COMPANY MEMBERS, SHALL BE ELIGIBLE FOR SEPARATE MEMBERSHIP. PARTICIPATION ON STANDING COMMITTEES AND IN OTHER ACTIVITIES OF THE ORGANIZATION SHALL BE DEFINED BY AND DETERMINED FROM TIME TO TIME BY THE BOARD. THE ORGANIZATION HAS THREE NON-VOTING CLASSES OF MEMBERSHIP: INTERNATIONAL AFFILIATES - EDISON ELECTRIC INSTITUTE'S INTERNATIONAL AFFILIATES PROGRAM PROVIDES THE CRITICAL LINK THAT BRINGS TOGETHER ELECTRIC COMPANIES AROUND THE WORLD WITH THE US ELECTRIC POWER INDUSTRY. THIS SPECIAL PROGRAM OFFERS ELECTRIC COMPANIES OUTSIDE THE US THE OPPORTUNITY TO BECOME EEI MEMBERS REGARDLESS OF THEIR OWNERSHIP FORM. THROUGH ITS EXPANDED INTERNATIONAL INVOLVEMENT, EEI BROADENS THE VALUE OF SHARED EXPERTISE AND EXPERIENCE ON ISSUES OF CONCERN AND INTEREST TO ELECTRIC COMPANIES AROUND THE WORLD. ASSOCIATES - EDISON ELECTRIC INSTITUTE INC. ASSOCIATE MEMBERSHIP IS DESIGNED FOR FIRMS THAT HAVE AN INTEREST IN ADVANCING THE DEVELOPMENT OF THE ELECTRIC POWER INDUSTRY. THESE FIRMS MAY PROVIDE GOODS AND SERVICES TO THE INDUSTRY, BUT MAY NOT BE ENGAGED IN THE GENERATION, TRANSMISSION, DISTRIBUTION, BROKERAGE, OR SALE OF ELECTRICITY. ASSOCIATE MEMBERSHIP HELPS FIRMS TO BETTER KNOW AND UNDERSTAND THE INDUSTRY, THE PEOPLE, AND THE ISSUES. HONORARY MEMBERS - MEMBERS WHO, ON ACCOUNT OF THEIR STANDING OR QUALIFICATIONS, IN THE OPINION OF THE BOARD AND BY ITS ELECTION, ARE ENTITLED TO SUCH HONOR.
FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS ARE ELECTED AT THE ANNUAL MEETING BY VOTING CLASS MEMBERS OF THE ORGANIZATION EITHER IN-PERSON OR BY PROXY.
FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP OF THE ORGANIZATION DOES APPROVE BYLAW AMENDMENTS.
FORM 990, PART VI, SECTION B, LINE 11 DUE TO THE SIZE OF THE GOVERNING BODY AND MAGNITUDE AND COMPLEXITY OF THE FORM 990, THE RETURN FOR EDISON ELECTRIC INSTITUTE INC. IS REVIEWED BY THE ORGANIZATION'S OUTSIDE CPA FIRM AND REPORTED BY THE ENGAGEMENT PARTNER TO THE INSTITUTE'S EXECUTIVE COMMITTEE IN ADVANCE OF FILING.
FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS WRITTEN CONFLICT OF INTEREST POLICIES FOR ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES. EDISON ELECTRIC INSTITUTE INC.'S CODE OF BUSINESS CONDUCT HAS BEEN DISTRIBUTED TO ALL EMPLOYEES AND IS ON THE ORGANIZATION'S INTRANET SITE. THIS DOCUMENT INCLUDES, IN PART, EEI'S CORE VALUES, OPERATING PRINCIPLES, CONFLICT OF INTEREST POLICY AND WHISTLEBLOWER POLICY, WHICH INCLUDES A CONFIDENTIAL 800 TELEPHONE NUMBER. PERIODIC REMINDERS ARE GIVEN. EDISON ELECTRIC INSTITUTE, INC. HAS A WRITTEN DIRECTOR'S CONFLICT OF INTEREST POLICY, APPLICABLE TO ALL MEMBERS OF ITS BOARD OF DIRECTORS, WHICH WAS FORMALLY ADOPTED BY THE ORGANIZATION'S BOARD. PERIODIC REMINDERS ARE GIVEN. THE ORGANIZATION ALSO HAS A CORPORATE COMPLIANCE OFFICER, A POLICY AND PROCEDURE FOR REPORTING VIOLATIONS OF THE CODE OF BUSINESS CONDUCT AS WELL AS CONCERNS ABOUT THE USE OF EDISON ELECTRIC INSTITUTE INC.'S CORPORATE RESOURCES AND FINANCIAL REPORTING AND A VENDOR CODE OF CONDUCT POLICY. THERE HAS NOT BEEN A VIOLATION OF THE CONFLICT OF INTEREST POLICIES; ALTHOUGH WE STAND READY TO ENFORCE THE POLICIES IN APPROPRIATE CIRCUMSTANCES.
FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE ORGANIZATION'S CEO IS BASED ON RESULTS FROM COMPENSATION SURVEYS AND A REVIEW BY AN INDEPENDENT CONSULTANT ON AN ANNUAL BASIS. THE CEO'S COMPENSATION IS REVIEWED BY THE ORGANIZATION'S COMPENSATION COMMITTEE AND APPROVED BY THE BOARD. THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS BASED ON RESULTS FROM COMPENSATION SURVEYS AND A REVIEW BY AN INDEPENDENT COMPENSATION CONSULTANT ON AN ANNUAL BASIS. OFFICER COMPENSATION IS REVIEWED BY THE ORGANIZATION'S COMPENSATION COMMITTEE AND APPROVED BY THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE A PUBLIC DOCUMENT AND ARE AVAILABLE ON THE VIRGINIA SECRETARY OF STATE WEB SITE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC, HOWEVER THE BALANCE SHEET AND INCOME STATEMENT CAN BE FOUND ON THE FORM 990 WHICH IS MADE AVAILABLE TO THE PUBLIC ON VARIOUS WEB SITES AND UPON REQUEST.
FORM 990, PART XI, LINE 9: OTHER COMPREHENSIVE GAIN 21,337,696.
FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EDISON ELECTRIC INSTITUTE INC
 
Employer identification number

13-0659550
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) 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 entity?
Yes No
(1) THOMAS ALVA EDISON FOUNDATION

701 PENNSYLVANIA AVE NW

WASHINGTON,DC20004
52-2106274
SCIENTIFIC/EDUCATION DC 501(C)(3) N/A EDISON ELECTRIC INSTITUTE INC
 
Yes
 
(2) CENTER FOR ENERGY WORKFORCE DEVELOPMENT

701 PENNSYLVANIA AVE NW

WASHINGTON,DC20004
20-4504014
EDUCATION DE 501(C)(3) N/A N/A
 
No










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
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
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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 or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
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 Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) THOMAS ALVA EDISON FOUNDATION

B 149,650  
(2) CENTER FOR ENERGY WORKFORCE DEVELOPMENT

B 334,491  
(3) THOMAS ALVA EDISON FOUNDATION

R 811,319  
(4) CENTER FOR ENERGY WORKFORCE DEVELOPMENT

R 4,685  
(5) THOMAS ALVA EDISON FOUNDATION

Q 364,658  
(6) CENTER FOR ENERGY WORKFORCE DEVELOPMENT

Q 64,889  
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
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) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


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