Form990


Department of the TreasuryInternal 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)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 AVENUE 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 $ 309,097,836
F Name and address of principal officer:
THOMAS R KUHN
701 PENNSYLVANIA AVENUE 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: THE EDISON ELECTRIC INSTITUTE (EEI) IS THE ASSOCIATION THAT REPRESENTS ALL U.S. INVESTOR-OWNED ELECTRIC COMPANIES. OUR MEMBERS PROVIDE ELECTRICITY FOR MORE THAN 250 MILLION AMERICANS, AND OPERATE IN ALL 50 STATES AND THE DISTRICT OF COLUMBIA. THE ELECTRIC POWER INDUSTRY SUPPORTS MORE THAN 7 MILLION JOBS IN COMMUNITIES ACROSS THE UNITED STATES. IN ADDITION TO OUR U.S. MEMBERS, EEI HAS MORE THAN 65 INTERNATIONAL ELECTRIC COMPANIES AS INTERNATIONAL MEMBERS AND HUNDREDS OF INDUSTRY SUPPLIERS AND RELATED ORGANIZATIONS AS ASSOCIATE MEMBERS. ORGANIZED IN 1933, EEI PROVIDES PUBLIC POLICY LEADERSHIP, STRATEGIC BUSINESS INTELLIGENCE, AND ESSENTIAL CONFERENCES AND FORUMS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 61
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 61
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 211
6 Total number of volunteers (estimate if necessary) ............. 6 3,300
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 454,798
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 78,623,725 85,738,661
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,460,456 399,910
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) 81,084,181 86,138,571
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,991,219 2,242,581
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) 39,858,498 39,562,180
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).... 31,455,126 41,416,927
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 73,304,843 83,221,688
19 Revenue less expenses. Subtract line 18 from line 12....... 7,779,338 2,916,883
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 198,917,565 217,541,309
21 Total liabilities (Part X, line 26)............. 143,690,465 165,280,968
22 Net assets or fund balances. Subtract line 21 from line 20..... 55,227,100 52,260,341
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
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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 (2021)
Form 990 (2021)
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: THE EDISON ELECTRIC INSTITUTE(EEI)IS THE ASSOCIATION THAT REPRESENTS ALL U.S. INVESTOR-OWNED ELECTRIC COMPANIES. OUR MEMBERS PROVIDE ELECTRICITY FOR NEARLY 250 MILLION AMERICANS, AND OPERATE IN ALL 50 STATES AND THE DISTRICT OF COLUMBIA. THE ELECTRIC POWER INDUSTRY SUPPORTS MORE THAN 7 MILLION JOBS IN COMMUNITIES ACROSS THE UNITED STATES. IN ADDITION TO OUR U.S. MEMBERS, EEI HAS MORE THAN 65 INTERNATIONAL ELECTRIC COMPANIES AS INTERNATIONAL MEMBERS AND HUNDREDS OF INDUSTRY SUPPLIERS AND RELATED ORGANIZATIONS AS ASSOCIATE MEMBERS. ORGANIZED IN 1933, EEI PROVIDES PUBLIC POLICY LEADERSHIP, STRATEGIC BUSINESS INTELLIGENCE, AND ESSENTIAL CONFERENCES AND FORUMS.
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 $   )
CLEAN ENERGY ACTIVITIES: EEI AND OUR MEMBER COMPANIES ARE WORKING TO GET THE ENERGY WE PROVIDE AS CLEAN AS WE CAN AS FAST AS WE CAN, WITHOUT COMPROMISING THE RELIABILITY AND AFFORDABILITY THAT ARE ESSENTIAL TO THE CUSTOMERS AND COMMUNITIES WE SERVE. EEI IS FOCUSED ON A NUMBER OF ISSUES AND ACTIVITIES RELATED TO THE CLEAN ENERGY TRANSFORMATION, INCLUDING ONGOING CLEAN ENERGY DEPLOYMENT AND EMISSIONS REDUCTIONS; THE NEED FOR A DIVERSE MIX OF GENERATION SOURCES; ENVIRONMENTAL REGULATIONS AND POLICIES; RESEARCH AND DEVELOPMENT FUNDING FOR THE RANGE OF NEW, CARBON-FREE TECHNOLOGIES NEEDED TO ACHIEVE LONG TERM CLEAN ENERGY GOALS; AND INTERCONNECTION POLICIES. THESE PROGRAMS AND ACTIVITIES RELATE TO EEI'S MISSION AS THE ASSOCIATION OF INVESTOR-OWNED ELECTRIC COMPANIES.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
GRID MODERNIZATION ACTIVITIES: EEI'S MEMBER COMPANIES INVEST SIGNIFICANT CAPITAL TO MAKE THE ENERGY GRID STRONGER, SMARTER, CLEANER, MORE DYNAMIC, AND MORE SECURE. EEI IS FOCUSED ON GRID MODERNIZATION ACTIVITIES AND POLICIES TO ENHANCE THE VALUE, RELIABILITY, AND RESILIENCE OF THE GRID, INCLUDING THE NEED FOR INCREASED TRANSMISSION; ONGOING GRID TECHNOLOGY INVESTMENTS; THE CYBER AND PHYSICAL SECURITY OF THE GRID; AND THE PLANNING, BUILDING, AND OPERATION OF THE DISTRIBUTION SYSTEM. THESE PROGRAMS AND ACTIVITIES RELATE TO EEI'S MISSION AS THE ASSOCIATION OF INVESTOR-OWNED ELECTRIC COMPANIES.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
CUSTOMER ACTIVITIES: EEI'S MEMBER COMPANIES ARE COMMITTED TO DELIVERING RELIABLE, AFFORDABLE, AND RESILIENT CLEAN ENERGY TO THE CUSTOMERS AND COMMUNITIES THEY SERVE. EEI'S CUSTOMER ACTIVITIES ARE FOCUSED ON HELPING MEMBER COMPANIES MEET CHANGING CUSTOMER ENERGY NEEDS; ON ENSURING THAT ELECTRIC COMPANIES ARE ABLE TO OFFER THE PRODUCTS AND SERVICES THAT CUSTOMERS WANT GIVEN CHANGES IN TECHNOLOGY, POLICY, AND CUSTOMER PREFERENCES; AND ON STREAMLINING AND ENHANCING CUSTOMER ASSISTANCE. THIS INCLUDES CORPORATE CUSTOMER SUSTAINABLE AND RELIABLE ENERGY SOLUTIONS; RESIDENTIAL CUSTOMER ENERGY MANAGEMENT SOLUTIONS, SERVICE ENHANCEMENTS, AND STREAMLINED ASSISTANCE; MILITARY CUSTOMER ENERGY SOLUTIONS; AND CUSTOMER-RELATED ELECTRIC TRANSPORTATION SOLUTIONS. THESE PROGRAMS AND ACTIVITIES RELATE TO EEI'S MISSION AS THE ASSOCIATION OF INVESTOR-OWNED ELECTRIC COMPANIES.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet  
Form 990 (2021)
Form 990 (2021)
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
List of Attached Documents:
// Content
.............
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
..............
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 V......
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
............
11d
Yes
 
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
......................
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
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
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
List of Attached Documents:
// Content
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 IV.....Click to see attachment
List of Attached Documents:
// Content
15
 
No
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
List of Attached Documents:
// Content
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
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
 
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
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
148
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
211
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
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
61
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
61
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 on 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 on 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 on 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 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJOHN S SCHLENKER701 PENNSYLVANIA AVENUE NW   WASHINGTON,DC200042696 (202) 508-5000
Form 990 (2021)
Form 990 (2021)
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 the 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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) THOMAS KUHN......................................................................
PRESIDENT
43.00
.................
2.00
    X       3,669,800 0 4,328,210
(2) KATHRYN STECKELBERG......................................................................
FORMER OFFICER
0.00
.................
0.00
          X 2,561,108 0 8,460
(3) QUINLAN SHEA......................................................................
FORMER OFFICER
0.00
.................
0.00
          X 2,165,069 0 8,940
(4) BRIAN WOLFF......................................................................
EVP, PUBLIC POLICY & EXTERNAL AFFAIRS
44.00
.................
1.00
    X       1,282,450 0 655,295
(5) JAMES OWEN......................................................................
FORMER OFFICER
0.00
.................
0.00
          X 1,475,217 0 7,560
(6) PHILIP MOELLER......................................................................
EVP, BUSINESS OPERATIONS GROUP & REGULATORY AFFAIR
45.00
.................
0.00
    X       1,123,639 0 214,246
(7) RICHARD MCMAHON......................................................................
SENIOR VP, ENERGY SUPPLY & FINANCE
45.00
.................
0.00
    X       609,164 0 438,412
(8) EMILY FISHER......................................................................
GEN. COUNSEL & CORPORATE SECRETARY & SVP, CLEAN EN
43.00
.................
2.00
    X       693,089 0 151,676
(9) JOHN SCHLENKER......................................................................
CHIEF FINANCIAL OFFICER & TREASURER
44.00
.................
1.00
    X       445,695 0 257,000
(10) LISA WOOD......................................................................
VP, CUSTOMER SOLUTIONS
43.00
.................
2.00
    X       413,729 21,775 213,935
(11) SCOTT AARONSON......................................................................
SVP, SECURITY & PREPAREDNESS
45.00
.................
0.00
    X       504,022 0 103,497
(12) STEPHANIE VOYDA......................................................................
SVP, COMMUNICATIONS & MEMBER ENGAGEMENT
44.00
.................
1.00
    X       483,281 9,863 95,521
(13) LAWRENCE JONES......................................................................
VP, INTERNATIONAL PROGRAMS
45.00
.................
0.00
    X       428,977 0 80,508
(14) ERIC GREY......................................................................
VP, GOVERNMENT RELATIONS
45.00
.................
0.00
    X       397,917 0 90,567
(15) COURTNEY PETERSON......................................................................
VP, CHIEF DIVERSTIY OFFICER & CHIEF HUMAN RESOURCE
42.00
.................
3.00
    X       350,376 0 45,675
(16) BRADLEY VIATOR......................................................................
VP, EXTERNAL AFFAIRS
45.00
.................
0.00
    X       303,336 0 41,880
(17) ANDREA KOCH......................................................................
SENIOR DIRECTOR RELIABILITY POLICY
45.00
.................
0.00
        X   285,396 0 55,445
Form 990 (2021)
Form 990 (2021)
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) SADEGH RAZEGHI........................................................................
CHIEF INFORMATION OFFICER
45.00
.......................0.00
        X   301,801 0 36,885
(19) ERIC HOLDSWORTH........................................................................
MANAGING DIR, CLEAN ENERGY & ENVIRONMENTAL POLICY
43.00
.......................2.00
        X   293,024 0 38,432
(20) JOHN ANDERSON........................................................................
EXECUTIVE DIRECTOR, EWAC
45.00
.......................0.00
        X   268,489 0 61,605
(21) ROBERT MICHEL........................................................................
MANAGING DIRECTOR, EMPLOYMENT TESTING
45.00
.......................0.00
        X   254,895 0 52,186
(22) ADAM BENSHOFF........................................................................
VP, REGULATORY AFFAIRS
45.00
.......................0.00
    X       189,935 0 22,375
(23) THERESA OLIVA........................................................................
FORMER OFFICER
0.00
.......................0.00
          X 125,000 0 0
(24) GERARD M ANDERSON........................................................................
CHAIR
4.00
.......................1.00
X   X       0 0 0
(25) WARNER L BAXTER........................................................................
VICE CHAIR/CHAIR
4.00
.......................1.00
X   X       0 0 0
(26) PEDRO J PIZARRO........................................................................
VICE CHAIR
4.00
.......................1.00
X   X       0 0 0
(27) MARIA POPE........................................................................
MEMBER/VICE CHAIR
4.00
.......................1.00
X   X       0 0 0
(28) NICHOLAS K AKINS........................................................................
MEMBER
1.00
.......................1.00
X           0 0 0
(29) LINDA APSEY........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(30) DENNIS V ARRIOLA........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(31) PEDRO AZAGRA........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(32) SCOTT BALFOUR........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(33) ARUN BANSKOTA........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(34) ROBERT F BEARD........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(35) ROBERT M BLUE........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(36) DAVID A CAMPBELL........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(37) TIMOTHY P CAWLEY........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(38) CHRISTOPHER M CRANE........................................................................
MEMBER
1.00
.......................1.00
X           0 0 0
(39) LEO P DENAULT........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(40) THOMAS DUNN........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(41) LINDEN R EVANS........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(42) THOMAS A FANNING........................................................................
MEMBER
1.00
.......................1.00
X           0 0 0
(43) WILLIAM J FEHRMAN........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(44) KEVIN FLETCHER........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(45) JOHN FLYNN........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(46) WILLIAM G FONTENOT........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(47) CHARLES A FRENI JR........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(48) ROBERT FRENZEL........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(49) ANDRES R GLUSKI........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(50) LYNN J GOOD........................................................................
MEMBER
1.00
.......................1.00
X           0 0 0
(51) SUSAN M GRAY........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(52) LISA A GROW........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(53) JEFFREY B GULDNER........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(54) JOSEPH J HAMROCK........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(55) JEFFRY M HOUSEHOLDER........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(56) RALPH IZZO........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(57) DAVID W JAMES II........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(58) JAMES J JUDGE........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(59) JEFFREY M KEEBLER........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(60) JOHN W KETCHUM........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(61) MARY E KIPP........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(62) NICOLE A KIVISTO........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(63) JAMES C LARSEN........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(64) JOHN O LARSEN........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(65) SCOTT J LAUBER........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(66) DAVID J LESAR........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(67) MARTIN J LYONS JR........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(68) CHARLES S MACFARLANE........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(69) MARI MCCLURE........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(70) THOMAS P MEISSNER JR........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(71) JERRY NORCIA........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(72) E ALLEN NYE........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(73) BETHANY M OWEN........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(74) JOHN PETTIGREW........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(75) PATRICIA K POPPE........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(76) MICHAEL QUINN........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(77) JAMES L ROBO........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(78) GARRICK J ROCHOW........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(79) MICHAEL ROWE........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(80) ROBERT C ROWE........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(81) KEVIN C SAGARA........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(82) SCOTT WH SEU........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(83) VINCENT SORGI........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(84) STEVEN E STRAH........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(85) KELLY TOMBLIN........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(86) R SEAN TRAUSCHKE........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(87) DENNIS P VERMILLION........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(88) PATRICIA K VINCENT-COLLAWN........................................................................
MEMBER
1.00
.......................1.00
X           0 0 0
(89) KEVIN E WALKER........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
(90) LLOYD M YATES........................................................................
MEMBER
1.00
.......................0.00
X           0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 18,625,409 31,638 7,008,310
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet110
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
VENABLE LLP

PO BOX 62727
BALTIMORE,MD21264
CONSULTING 2,831,167
PSI SERVICES LLC

611 N BRAND BLVD 10TH FL
GLENDALE,CA91203
CONSULTING 1,563,315
VINSON & ELKINS LLP

1001 FANNIN STREET
HOUSTON,TX77002
CONSULTING 820,641
NOSSAMAN

1666 K STREET NW SUITE 500
WASHINGTON,DC20006
CONSULTING 720,885
O'KEEFE COMMUNICATIONS LLC

2 BETHESDA METRO CENTER SUITE 310
BETHESDA,MD20814
CONSULTING 452,796
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet66
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet  
 Program Service RevenueAmt Business Code
2a MEMBER DUES & SPONSOR 900099 73,234,655 73,234,655    
b MEETINGS 900099 8,645,262 8,645,262    
c PROGRAMS 900099 3,376,283 3,376,283    
d ADVERTISING 541800 454,798   454,798  
e PUBLICATIONS 513120 27,663 27,663    
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 85,738,661
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 2,847,253     2,847,253
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   220,511,922 7a
b Less: cost or other basis and sales expenses   222,959,265 7b
c Gain or (loss)   -2,447,343 7c
d Net gain or (loss).........MediumBullet -2,447,343     -2,447,343
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 86,138,571 85,283,863 454,798 399,910
Form 990 (2021)
Form 990 (2021)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 2,242,581  
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 17,621,598      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 6,351,354      
7 Other salaries and wages........ 14,605,772      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... -4,518,897      
9 Other employee benefits ....... 3,626,036      
10 Payroll taxes ........... 1,876,317      
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 5,220,164      
c Accounting ........... 140,908      
d Lobbying ........... 1,658,753      
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 379,437      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 9,786,987      
12 Advertising and promotion .... 130,640      
13 Office expenses ....... 933,387      
14 Information technology ...... 2,354,128      
15 Royalties .. 814      
16 Occupancy ........... 5,664,664      
17 Travel ............ 2,213,213      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 13,929      
19 Conferences, conventions, and meetings .... 8,451,484      
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 1,280,367      
23 Insurance ... 229,389      
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 1,068,866      
b OTHER TAXES 815,470      
c MEMBERSHIP & SPONSORSHI 427,801      
d TRAINING 166,826      
e All other expenses 479,700      
25 Total functional expenses. Add lines 1 through 24e 83,221,688      
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 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 82,677 1 618,487
2 Savings and temporary cash investments ......... 26,306,721 2 28,634,008
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 1,013,326 4 2,000,368
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 1,785,404 9 1,272,001
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 16,399,908
b Less: accumulated depreciation 10b 10,486,983 7,159,092 10c 5,912,925
11 Investments—publicly traded securities . 130,785,568 11 120,141,720
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 ........... 31,784,777 15 58,961,800
16 Total assets. Add lines 1 through 15 (must equal line 33)... 198,917,565 16 217,541,309
Liabilities 17 Accounts payable and accrued expenses ..... 9,423,264 17 15,222,998
18 Grants payable ...   18  
19 Deferred revenue ......... 26,726,249 19 28,059,750
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  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 107,540,952 25 121,998,220
26 Total liabilities. Add lines 17 through 25.. 143,690,465 26 165,280,968
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 55,227,100 27 52,260,341
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 55,227,100 32 52,260,341
33 Total liabilities and net assets/fund balances ........ 198,917,565 33 217,541,309
Form 990 (2021)
Form 990 (2021)
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
86,138,571
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
83,221,688
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
2,916,883
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
55,227,100
5
Net unrealized gains (losses) on investments ...............
5
-8,923,072
6
Donated services and use of facilities .................
6
-531,210
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
3,570,640
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
52,260,341
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 on
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 (2021)
Form 990 (2021)
Additional Data


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Form 990, Special Condition Description:
Special Condition Description
SCHEDULE C
(Form 990)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$ 339,467
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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
$ 0
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$ 339,467
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$ 339,467
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 GOVERNORS ASSOCIATION
 
1225 EYE STREET NW SUITE 1100
WASHINGTON,DC20005
52-1304889 100,000  
(2) REPUBLICAN GOVERNORS ASSOCIATION
 
1747 PENNSYLVANIA AVENUE NW SUITE
WASHINGTON,DC20006
11-3655877 100,000  
(3) REPUBLICAN STATE LEADERSHIP COMMITTEE
 
1201 F STREET NW SUITE 675
WASHINGTON,DC20004
05-0532524 39,167  
(4) DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION
 
1350 I STREET NW SUITE 300
WASHINGTON,DC20005
13-4220019 25,000  
(5) DEMOCRATIC LEGISLATIVE CAMPAIGN COMMITTEE
 
1225 EYE STREET NW SUITE 1250
WASHINGTON,DC20005
52-1870839 25,000  
(6) NATIONAL CONFERENCE OF DEMOCRATIC MAYORS
 
1660 L STREET NW SUITE 501
WASHINGTON,DC20036
52-1535470 10,000  
(7) COMMUNITY LEADERS OF AMERICA
 
PO BOX 2262
SPRINGFIELD,VA22152
46-3149989 10,000  
(8) COMMITTEE TO ELECT STEVE SISOLAK
 
PO BOX 850
LAS VEGAS,NV89125
28-3267406 10,000  
(9) KEMP FOR GOVERNOR
 
PO BOX 250006
ATLANTA,GA30325
84-2213980 7,500  
(10) MOORE MILLER INAUGURAL COMMITTEE INC
 
PO BOX 50123
BALTIMORE,MD21211
92-0892663 5,000  
(11) MILLS FOR MAINE
 
PO BOX 94
AUGUSTA,ME04332
84-2213980 3,450  
(12) NEW MEXICANS FOR MICHELLE INC
 
PO BOX 25422
ALBUQUERQUE,NM87125
81-4620747 2,500  
(13) AMERICAN COUNCIL FOR CAPITAL FORMATION
 
1001 CONNECTICUT AVENUE NW SUITE
WASHINGTON,DC20036
52-0991278 1,850  
(14) EDISON ELECTRIC INSTITUE PAC
 
701 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20004
52-2084626 0 66,155
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2018 (b) 2019 (c) 2020 (d) 2021 (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) 2021


Schedule C (Form 990) 2021
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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
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
70,126,791
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
10,102,617
b
Carryover from last year ............................................................................................................
2b
-5,305,409
c
Total ...........................................................................................................................................
2c
4,797,208
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
8,812,230
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
-4,015,022
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART I-A, LINE 1: EEI'S POLITICAL CAMPAIGN ACTIVITIES CONSIST OF CONTRIBUTIONS MADE TO CANDIDATES FOR STATE AND LOCAL OFFICE WHERE LEGALLY PERMISSIBLE AND CONTRIBUTIONS MADE TO OTHER POLITICAL ORGANIZATIONS.
Schedule C (Form 990) 2021


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," on 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 FASB 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)
Revenue included on 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 FASB ASC 958 relating to these items:
a
Revenue included on 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) 2021

Schedule D (Form 990) 2021
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" on 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, for escrow or custodial account liability? ...
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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on 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" on 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" on 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   8,892,123 4,496,947 4,395,176
d Equipment ....   3,493,118 2,783,812 709,306
e Other .....   4,014,667 3,206,224 808,443
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 5,912,925
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on 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........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
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' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)POSTRETIREMENT BENEFIT OBLIGATION 34,206,045
(2)RIGHT OF USE ASSET - OPERATING 24,755,755
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 58,961,800
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 121,998,220
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) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on 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 (losses) 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' on 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 IRC. 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.
Schedule D (Form 990) 2021


Additional Data


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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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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" on 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 the region (d) Activities conducted in region (by type) (such as, 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 the region
(f) Total expenditures
for and investments
in the region
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES MEETINGS WITHIN REGION 97,986
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES MEETINGS WITHIN REGION 4,523
SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES MEETINGS WITHIN REGION 29,082
MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES MEETINGS WITHIN REGION 131,727
NORTH AMERICA 0 0 PROGRAM SERVICES MEETINGS WITHIN REGION 13,510
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 276,828
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 276,828
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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 noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
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) 2022
Schedule F (Form 990) 2022Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
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 separately 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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
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
PART I, LINE 3: EEI USES THE ACCRUAL METHOD OF ACCOUNTING TO REPORT EXPENDITURES FOR ACTIVITIES CONDUCTED OUT OF THE U.S.
PART III ACCOUNTING METHOD:  
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2022
Additional Data


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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
noncash assistance
(h) Purpose of grant
or assistance
(1) AFRICAN AMERICAN MAYORS ASSOCIATION INC
660 NORTH CAPITOL STREET NW SUITE
450
WASHINGTON,DC20001
46-5593933 501(C)(3) 15,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(2) ALL HAZARDS CONSORTIUM INC
47 EAST SOUTH STREET SUITE 201
FREDERICK,MD21701
26-0275096 501(C)(3) 25,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(3) ALLIANCE TO SAVE ENERGY
607 14TH STREET NW SUITE 560
WASHINGTON,DC20005
52-1082991 501(C)(3) 30,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(4) ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC
8180 GREENSBORO DRIVE SUITE 400
MCLEAN,VA22102
13-3039601 501(C)(3) 16,946 0 N/A N/A CORPORATE RESPONSIBILITY
(5) AMERICAN ASSOCIATION OF BLACKS IN ENERGY
1625 K STREET NW 405
WASHINGTON,DC20006
84-0782569 501(C)(3) 30,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(6) AMERICAN BENEFITS COUNCIL
1501 M STREET NW SUITE 600
WASHINGTON,DC20005
06-6100040 501(C)(6) 6,500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(7) AMERICAN COUNCIL FOR CAPITAL FORMATION
1001 CONNECTICUT AVENUE SUITE 620
WASHINGTON,DC20036
52-0991278 501(C)(6) 18,500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(8) AMERICAN COUNCIL FOR CAPITAL FORMATION CENTER FOR POLICY RESEARCH
1001 CONNECTICUT AVE SUITE 620
WASHINGTON,DC20036
52-1091172 501(C)(3) 30,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(9) AMERICAN LEGISLATIVE EXCHANGE COUNCIL
2900 CRYSTAL DRIVE SUITE 600
ARLINGTON,VA22202
52-0140979 501(C)(3) 10,500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(10) AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES
1575 I STREET NW
WASHINGTON,DC20005
53-0026940 501(C)(6) 12,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(11) AMERICANS FOR TAX REFORM
722 12TH STREET NW 4TH FLOOR
WASHINGTON,DC20005
52-1403587 501(C)(4) 75,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(12) BOY SCOUTS OF AMERICA NATIONAL CAPITAL AREA COUNCIL
9190 ROCKVILLE PIKE
BETHESDA,MD20814
53-0204610 501(C)(3) 10,000 0 N/A N/A CORPORATE RESPONSIBILITY
(13) BUSINESS COUNCIL FOR SUSTAINABLE ENERGY
805 15TH STREET NW SUITE 710
WASHINGTON,DC20005
52-1801630 501(C)(6) 7,500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(14) CARBON UTILIZATION RESEARCH COUNCIL
1050 THOMAS JEFFERSON STREET NW
SUITE 700
WASHINGTON,DC20007
52-2028570 501(C)(6) 10,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(15) CENTER FOR ENERGY WORKFORCE DEVELOPMENT
701 PENNSYLVANIA AVENUE NW 3RD
FLOOR
WASHINGTON,DC20004
20-4504014 501(C)(3) 109,524 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(16) CHAMBER OF COMMERCE OF THE USA
1615 H STREET NW
WASHINGTON,DC20062
53-0045720 501(C)(6) 75,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(17) CITIZENS AGAINST GOVERNMENT WASTE
1100 CONNECTICUT AVENUE NW SUITE
650
WASHINGTON,DC20036
52-1363952 501(C)(3) 10,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(18) CITIZENS FOR RESPONSIBLE ENERGY SOLUTIONS INC
1201 PENNSYLVANIA AVENUE NW SUITE
220
WASHINGTON,DC20004
46-0558330 501(C)(4) 25,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(19) COMMITTEE TO ELECT STEVE SISOLAK
PO BOX 850
LAS VEGAS,NV89125
28-3267406 SECTION 527 10,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(20) COMMUNITY LEADERS OF AMERICA
PO BOX 2262
SPRINGFIELD,VA22152
46-3149989 SECTION 527 10,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(21) CONGRESSIONAL BLACK CAUCUS FOUNDATION INC
1720 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036
52-1160561 501(C)(3) 60,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(22) CONGRESSIONAL BLACK CAUCUS POLITICAL EDUCATION & LEADERSHIP INSTITUTE
413 NEW JERSEY AVENUE SE
WASHINGTON,DC20003
52-2270607 501(C)(4) 15,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(23) CONGRESSIONAL HISPANIC LEADERSHIP INSTITUTE INC
700 PENNSYLVANIA AVENUE SE SUITE
2004
WASHINGTON,DC20003
20-0392012 501(C)(3) 10,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(24) CONGRESSIONAL SPORTS FOR CHARITY
1726 KING STREET SUITE 300
ALEXANDRIA,VA22314
81-2118591 501(C)(3) 16,700 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(25) CONSUMER ENERGY ALLIANCE
2211 NORFOLK STREET SUITE 610
HOUSTON,TX77098
26-1658339 501(C)(4) 15,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(26) CURATORS OF THE UNIVERSITY OF MISSOURI
118 UNIVERSITY HALL
COLUMBIA,MO65211
43-6003859 SECTION 115 8,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(27) DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION INC
PO BOX 34445
WASHINGTON,DC20005
13-4220019 SECTION 527 25,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(28) DEMOCRATIC GOVERNORS ASSOCIATION
1225 EYE STREET NW SUITE 1100
WASHINGTON,DC20005
52-1304889 SECTION 527 100,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(29) DEMOCRATIC LEGISLATIVE CAMPAIGN COMMITTEE
1225 EYE STREET NW SUITE 1250
WASHINGTON,DC20005
52-1870839 SECTION 527 25,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(30) ELECTRIC DRIVE TRANSPORTATION ASSOCIATION
1250 EYE STREET NW SUITE 902
WASHINGTON,DC20005
52-1665058 501(C)(6) 16,195 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(31) ELECTRICAL SAFETY FOUNDATION INTERNATIONAL
1300 N 17TH STREET SUITE 900
ARLINGTON,VA22209
52-1892239 501(C)(3) 10,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(32) ENVIRONMENTAL COUNCIL OF THE STATES
1250 H STREET NW SUITE 850
WASHINGTON,DC20005
36-3962169 501(C)(6) 15,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(33) FORTH MOBILITY FUND
2035 NW FRONT AVENUE SUITE 101
PORTLAND,OR97209
45-4726335 501(C)(3) 21,728 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(34) HORTON'S KIDS INC
2233 HUNTER PLACE SE
WASHINGTON,DC20020
52-1755403 501(C)(3) 15,120 0 N/A N/A CORPORATE RESPONSIBILITY
(35) J STREET CUP
805 15TH STREET NW SUITE 300
WASHINGTON,DC20005
20-4561025 501(C)(3) 10,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(36) KEMP FOR GOVERNOR INC
824 S MILLEDGE AVENUE SUITE 101
ATHENS,GA30605
82-0949877 SECTION 527 7,500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(37) MID ATLANTIC CONFERENCE OF REGULATORY UTILITIES COMMISSIONERS INC
1101 VERMONT AVENUE NW SUITE 200
WASHINGTON,DC20005
52-2027917 501(C)(3) 7,500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(38) MID-AMERICA REGULATORY CONFERENCE INC
1375 E COURT AVENUE
DES MOINES,IA50319
43-6053680 501(C)(6) 7,500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(39) NALEO EDUCATIONAL FUND
1122 W WASHINGTON BOULEVARD 3RD
FLOOR
LOS ANGELES,CA90015
52-1212849 501(C)(3) 15,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(40) NATIONAL ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS
1101 VERMONT AVENUE NW SUITE 200
WASHINGTON,DC20005
53-0204609 501(C)(4) 60,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(41) NATIONAL ASSOCIATION OF STATE ENERGY OFFICIALS
1300 N 17TH STREET SUITE 1275
ARLINGTON,VA22209
52-1474553 501(C)(3) 7,250 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(42) NATIONAL ASSOCIATION OF STATE UTILITY CONSUMER ADVOCATES
8380 COLESVILLE ROAD SUITE 101
SILVER SPRING,MD20910
59-1986067 501(C)(4) 12,500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(43) NATIONAL BLACK CAUCUS OF STATE LEGISLATORS
444 N CAPITOL STREET NW SUITE 622
WASHINGTON,DC20001
52-1218832 501(C)(3) 15,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(44) NATIONAL CONFERENCE OF DEMOCRATIC MAYORS
1660 L STREET NW SUITE 501
WASHINGTON,DC20036
52-1535470 SECTION 527 10,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(45) NATIONAL CONFERENCE OF STATE LEGISLATURES
7700 EAST FIRST PLACE
DENVER,CO80230
84-0772595 SECTION 115 30,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(46) NATIONAL ENDANGERED SPECIES ACT REFORM COALITION
1050 THOMAS JEFFERSON STREET NW 6TH
FLOOR
WASHINGTON,DC20007
52-1763800 501(C)(6) 10,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(47) NATIONAL ENERGY AND UTILITY AFFORDABILITY COALITION
PO BOX 33878
WASHINGTON,DC20033
52-1559709 501(C)(3) 20,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(48) NATIONAL ENERGY ASSISTANCE DIRECTORS' ASSOCIATION
PO BOX 42655
WASHINGTON,DC20006
42-1445636 501(C)(3) 5,350 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(49) NATIONAL ENERGY RESOURCES ORGANIZATION INC
3803 CALVERT STREET NW
WASHINGTON,DC20007
91-1850125 501(C)(3) 22,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(50) NATIONAL FOUNDATION FOR WOMEN LEGISLATORS
5434 CHIEFTAIN CIRCLE SUITE B
ALEXANDRIA,VA22312
52-1480785 501(C)(3) 15,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(51) NATIONAL GOVERNORS ASSOCIATION CENTER FOR BEST PRACTICES
444 N CAPITOL STREET NW SUITE 267
WASHINGTON,DC20001
23-7391796 501(C)(3) 30,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(52) NATIONAL HISPANIC CAUCUS OF STATE LEGISLATORS
1444 I STREET NW SUITE 900
WASHINGTON,DC20005
84-1168319 501(C)(3) 50,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(53) NATIONAL LABOR & MANAGEMENT PUBLIC AFFAIRS COMMITTEE
701 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20004
26-2620296 501(C)(6) 50,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(54) NATIONAL LEAGUE OF CITIES
660 N CAPITOL STREET NW SUITE 450
WASHINGTON,DC20001
53-0226780 501(C)(4) 31,250 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(55) NATIONAL URBAN LEAGUE INC
80 PINE STREET 9TH FLOOR
NEW YORK,NY10005
13-1840489 501(C)(3) 25,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(56) NCSL FOUNDATION FOR STATE LEGISLATURES
7700 EAST FIRST PLACE
DENVER,CO80230
74-2232576 501(C)(3) 15,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(57) NORTHWESTERN UNIVERSITY
633 CLARK STREET
EVANSTON,IL60208
36-2167817 501(C)(3) 20,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(58) PLUG IN AMERICA
1270 S ALFRED STREET 351268
LOS ANGELES,CA90035
26-1799615 501(C)(3) 10,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(59) PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUE 3RD FLOOR
CAMBRIDGE,MA02138
04-2103580 501(C)(3) 18,750 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(60) PREVENT CANCER FOUNDATION
333 JOHN CARLYLE STREET SUITE 635
ALEXANDRIA,VA22314
52-1429544 501(C)(3) 10,000 0 N/A N/A CORPORATE RESPONSIBILITY
(61) REPUBLICAN GOVERNORS ASSOCIATION
1747 PENNSYLVANIA AVENUE NW SUITE
250
WASHINGTON,DC20006
11-3655877 SECTION 527 100,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(62) REPUBLICAN STATE LEADERSHIP COMMITTEE
1201 F STREET NW SUITE 675
WASHINGTON,DC20004
05-0532524 SECTION 527 39,167 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(63) ROOSEVELT INSTITUTE
570 LEXINGTON AVENUE 5TH FLOOR
NEW YORK,NY10022
23-7213592 501(C)(3) 15,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(64) SENATE PRESIDENTS' FORUM INC
579 BROADWAY
HASTINGSONHUDSON,NY10706
22-3284046 501(C)(3) 35,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(65) SOME INC
71 O STREET NW
WASHINGTON,DC20001
23-7098123 501(C)(3) 14,989 0 N/A N/A CORPORATE RESPONSIBILITY
(66) SOUTHEASTERN ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS
501 N WEST STREET SUITE 201A
JACKSON,MS39201
62-1331903 501(C)(6) 7,500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(67) TEXAS A&M FOUNDATION
401 GEORGE BUSH DRIVE
COLLEGE STATION,TX77840
74-2245072 501(C)(3) 13,500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(68) THE ARTISTS AND ATHLETES ALLIANCE INC
1800 M STREET NW SUITE 500 SOUTH
WASHINGTON,DC20036
26-2255679 501(C)(3) 5,833 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(69) THE ASPEN INSTITUTE
2300 N STREET NW SUITE 700
WASHINGTON,DC20037
84-0399006 501(C)(3) 20,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(70) THE CONGRESSIONAL INSTITUTE INC
1700 DIAGONAL ROAD SUITE 300
ALEXANDRIA,VA22314
52-1504189 501(C)(4) 27,500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(71) THE COUNCIL OF STATE GOVERNMENTS
1776 AVENUE OF THE STATES
LEXINGTON,KY40511
36-6000818 501(C)(3) 18,500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(72) THE FIRST TEE OF GREATER WASHINGTON DC
2020 PENNSYLVANIA AVENUE NW 106
WASHINGTON,DC20006
52-2195691 501(C)(3) 7,500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(73) THE KEYSTONE CENTER
1628 SAINTS JOHN ROAD
KEYSTONE,CO80435
84-0688506 501(C)(3) 60,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(74) THE LATINO COALITION
1455 PENNSYLVANIA AVENUE NW SUITE
400
WASHINGTON,DC20004
52-2266386 501(C)(6) 10,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(75) THE MOUNT VERNON LADIES' ASSOCIATION OF THE UNION
3200 MOUNT VERNON MEMORIAL HIGHWAY
MOUNT VERNON,VA22121
54-0564701 501(C)(3) 30,000 0 N/A N/A CORPORATE RESPONSIBILITY
(76) THE NATIONAL ASSOCIATION OF MANUFACTURERS
733 10TH STREET NW SUITE 700
WASHINGTON,DC20001
13-1084330 501(C)(6) 6,300 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(77) THE NATIONAL DEMOCRATIC CLUB INC
30 IVY STREET SE
WASHINGTON,DC20003
53-0233594 501(C)(7) 10,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(78) THE PERMITTING INSTITUTE
1307 NEW YORK AVENUE NW SUITE 602
WASHINGTON,DC20005
86-1659330 501(C)(6) 50,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(79) THE THIRD WAY FOUNDATION INC
1156 15TH STREET NW SUITE 400
WASHINGTON,DC20005
52-1629221 501(C)(3) 20,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(80) US NAVY MEMORIAL FOUNDATION
701 PENNSYLVANIA AVE NW SUITE 123
WASHINGTON,DC20004
52-1104476 501(C)(3) 7,200 0 N/A N/A CORPORATE RESPONSIBILITY
(81) UNITED STATES CONFERENCE OF MAYORS
1620 EYE STREET NW SUITE 400
WASHINGTON,DC20006
53-0196642 501(C)(3) 25,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(82) UNITED STATES HISPANIC CHAMBER OF COMMERCE
750 17TH STREET NW SUITE 825
WASHINGTON,DC20006
43-1249249 501(C)(6) 37,917 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(83) VETERANS IN ENERGY
701 PENNSYLVANIA AVE NW
WASHINGTON,DC20004
82-3822891 501(C)(3) 8,677 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(84) WASHINGTON HUMANE SOCIETY
71 OGLETHORPE STREET NW
WASHINGTON,DC20011
53-0219724 501(C)(3) 6,800 0 N/A N/A CORPORATE RESPONSIBILITY
(85) WASHINGTON STATE SOCIETY
PO BOX 75203
WASHINGTON,DC20013
52-6075803 501(C)(7) 6,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(86) WASHINGTON TENNIS & EDUCATION FOUNDATION
5220 16TH STREET NW
WASHINGTON,DC20011
52-6046504 501(C)(3) 12,000 0 N/A N/A CORPORATE RESPONSIBILITY
(87) WESTERN CONFERENCE OF PUBLIC SERVICE COMMISIONERS INC
1101 VERMONT AVENUE NW SUITE 200
WASHINGTON,DC20005
45-5529620 501(C)(3) 7,500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(88) WESTERN LAMPAC
PO BOX 6414
KENT,WA98064
20-2432543 501(C)(6) 7,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
(89) WOMEN'S ENERGY SUMMIT
PO BOX 31045
CHICAGO,IL60631
47-5309525 501(C)(3) 10,000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
51
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
37
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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: THE ORGANIZATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF ASSISTANCE, THE GRANTEE'S ELIGIBILITY FOR ASSISTANCE AND THE SELECTION CRITERIA FOR THE AWARD.
Schedule I (Form 990) 2022



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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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 on 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 on 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 on 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
 
8
Were any amounts reported on 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" on 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) 2022

Schedule J (Form 990) 2022
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 on 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, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1THOMAS KUHN
PRESIDENT
(i)

(ii)
1,155,716
-------------
0
1,289,940
-------------
0
1,224,144
-------------
0
4,287,831
-------------
0
40,379
-------------
0
7,998,010
-------------
0
0
-------------
0
2KATHRYN STECKELBERG
FORMER OFFICER
(i)

(ii)
0
-------------
0
141,000
-------------
0
2,420,108
-------------
0
8,460
-------------
0
0
-------------
0
2,569,568
-------------
0
2,420,108
-------------
0
3QUINLAN SHEA
FORMER OFFICER
(i)

(ii)
0
-------------
0
149,000
-------------
0
2,016,069
-------------
0
8,940
-------------
0
0
-------------
0
2,174,009
-------------
0
2,016,069
-------------
0
4BRIAN WOLFF
EVP, PUBLIC POLICY & EXTERNAL AFFAIR
(i)

(ii)
849,774
-------------
0
421,000
-------------
0
11,676
-------------
0
641,455
-------------
0
13,840
-------------
0
1,937,745
-------------
0
0
-------------
0
5JAMES OWEN
FORMER OFFICER
(i)

(ii)
0
-------------
0
126,000
-------------
0
1,349,217
-------------
0
7,560
-------------
0
0
-------------
0
1,482,777
-------------
0
1,349,217
-------------
0
6PHILIP MOELLER
EVP, BUSINESS OPERATIONS GROUP & REG
(i)

(ii)
718,231
-------------
0
396,000
-------------
0
9,408
-------------
0
175,750
-------------
0
38,496
-------------
0
1,337,885
-------------
0
0
-------------
0
7RICHARD MCMAHON
SENIOR VP, ENERGY SUPPLY & FINANCE
(i)

(ii)
414,231
-------------
0
189,000
-------------
0
5,933
-------------
0
401,030
-------------
0
37,382
-------------
0
1,047,576
-------------
0
0
-------------
0
8EMILY FISHER
GEN. COUNSEL & CORPORATE SECRETARY &
(i)

(ii)
470,000
-------------
0
220,000
-------------
0
3,089
-------------
0
147,949
-------------
0
3,727
-------------
0
844,765
-------------
0
0
-------------
0
9JOHN SCHLENKER
CHIEF FINANCIAL OFFICER & TREASURER
(i)

(ii)
306,553
-------------
0
134,000
-------------
0
5,142
-------------
0
227,200
-------------
0
29,800
-------------
0
702,695
-------------
0
0
-------------
0
10LISA WOOD
VP, CUSTOMER SOLUTIONS
(i)

(ii)
286,958
-------------
15,103
118,750
-------------
6,250
8,021
-------------
422
190,988
-------------
10,052
12,250
-------------
645
616,967
-------------
32,472
0
-------------
0
11SCOTT AARONSON
SVP, SECURITY & PREPAREDNESS
(i)

(ii)
346,902
-------------
0
153,000
-------------
0
4,120
-------------
0
68,560
-------------
0
34,937
-------------
0
607,519
-------------
0
0
-------------
0
12STEPHANIE VOYDA
SVP, COMMUNICATIONS & MEMBER ENGAGEM
(i)

(ii)
333,953
-------------
6,815
145,040
-------------
2,960
4,288
-------------
88
68,726
-------------
1,403
24,884
-------------
508
576,891
-------------
11,774
0
-------------
0
13LAWRENCE JONES
VP, INTERNATIONAL PROGRAMS
(i)

(ii)
286,512
-------------
0
127,000
-------------
0
15,465
-------------
0
48,970
-------------
0
31,538
-------------
0
509,485
-------------
0
0
-------------
0
14ERIC GREY
VP, GOVERNMENT RELATIONS
(i)

(ii)
281,773
-------------
0
111,000
-------------
0
5,144
-------------
0
54,390
-------------
0
36,177
-------------
0
488,484
-------------
0
0
-------------
0
15COURTNEY PETERSON
VP, CHIEF DIVERSTIY OFFICER & CHIEF
(i)

(ii)
312,563
-------------
0
31,000
-------------
0
6,813
-------------
0
33,253
-------------
0
12,422
-------------
0
396,051
-------------
0
0
-------------
0
16BRADLEY VIATOR
VP, EXTERNAL AFFAIRS
(i)

(ii)
150,751
-------------
0
129,000
-------------
0
23,585
-------------
0
20,698
-------------
0
21,182
-------------
0
345,216
-------------
0
0
-------------
0
17ANDREA KOCH
SENIOR DIRECTOR RELIABILITY POLICY
(i)

(ii)
226,083
-------------
0
57,400
-------------
0
1,913
-------------
0
34,192
-------------
0
21,253
-------------
0
340,841
-------------
0
0
-------------
0
18SADEGH RAZEGHI
CHIEF INFORMATION OFFICER
(i)

(ii)
260,525
-------------
0
38,200
-------------
0
3,076
-------------
0
34,812
-------------
0
2,073
-------------
0
338,686
-------------
0
0
-------------
0
19ERIC HOLDSWORTH
MANAGING DIR, CLEAN ENERGY & ENVIRON
(i)

(ii)
251,300
-------------
0
37,700
-------------
0
4,024
-------------
0
37,792
-------------
0
640
-------------
0
331,456
-------------
0
0
-------------
0
20JOHN ANDERSON
EXECUTIVE DIRECTOR, EWAC
(i)

(ii)
227,053
-------------
0
35,100
-------------
0
6,336
-------------
0
26,962
-------------
0
34,643
-------------
0
330,094
-------------
0
0
-------------
0
21ROBERT MICHEL
MANAGING DIRECTOR, EMPLOYMENT TESTIN
(i)

(ii)
240,706
-------------
0
11,700
-------------
0
2,489
-------------
0
31,640
-------------
0
20,546
-------------
0
307,081
-------------
0
0
-------------
0
22ADAM BENSHOFF
VP, REGULATORY AFFAIRS
(i)

(ii)
51,413
-------------
0
129,000
-------------
0
9,522
-------------
0
12,973
-------------
0
9,402
-------------
0
212,310
-------------
0
0
-------------
0
23THERESA OLIVA
FORMER OFFICER
(i)

(ii)
0
-------------
0
125,000
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
125,000
-------------
0
0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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 I, LINE 1A - EDISON ELECTRIC INSTITUTE ALLOWS FOR BUSINESS CLASS UPGRADE FOR INTERNATIONAL FLIGHTS OVER SIX HOURS. ALSO, ONE EMPLOYEE IS PERMITTED A BUSINESS CLASS/FIRST CLASS UPGRADE FOR DOMESTIC FLIGHTS DUE TO A MEDICAL CONDITION. AMOUNTS FOR BUSINESS CLASS/FIRST CLASS TRAVEL ARE NOT INCLUDED IN TAXABLE INCOME. PART I, LINE 1A -EEI PROVIDES THE VP, INTERNATIONAL PROGRAMS WITH COMPANION TRAVEL, WHICH IS INCLUDED IN TAXABLE INCOME. PART I, LINE 1A - HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: THOMAS KUHN $5,016 INCLUDED IN TAXABLE INCOME RICHARD MCMAHON $1,041 INCLUDED IN TAXABLE INCOME PART I, LINE 1A - PERSONAL SERVICES: EEI PROVIDES LIMITED TAX AND FINANCIAL PLANNING SERVICES TO CERTAIN OFFICERS. THESE SERVICES ARE INCLUDED IN TAXABLE INCOME.
PART I, LINE 4B THOMAS KUHN EARNED BENEFITS OF $5,133,058 UNDER NON-QUALIFIED PLANS. CURRENT AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AND COLUMN (C). IN ADDITION TO THE BENEFITS LISTED ABOVE IN PART I, LINE 4B, THE EDISON ELECTRIC INSTITUTE PROVIDES NON-QUALIFIED DEFERRED COMPENSATION PLANS FOR ELIGIBLE MANAGEMENT EMPLOYEES. CURRENT YEAR AMOUNTS ARE INCLUDED IN SCH J, PART II, COLUMN (C). FOR A FROZEN GROUP OF ELIGIBLE MANAGEMENT EMPLOYEES, THESE NON-QUALIFIED PLAN BENEFITS ARE VESTED ONE YEAR AFTER SEPARATION FROM SERVICE FROM EEI PROVIDED THE EMPLOYEE SEPARATES ON OR AFTER ATTAINING AGE 55 AND COMPLETING FIVE OR MORE YEARS OF SERVICE OR ATTAINING AGE 65 AND SATISFYING THE RESTRICTIVE COVENANTS OF A CONFIDENTIAL INFORMATION, NON-COMPETITION AND NON-SOLICITATION AGREEMENT. FOR A SECOND GROUP OF ELIGIBLE MANAGEMENT EMPLOYEES, THE NON-QUALIFIED PLAN BENEFITS ARE VESTED ON THE ELIGIBLE EMPLOYEE'S RETIREMENT DATE WHICH OCCURS ON OR AFTER ATTAINING THE AGE OF 55 AND COMPLETING FIVE OR MORE YEARS OF SERVICE OR ATTAINING THE AGE OF 65. BRIAN WOLFF $621,155 PHILIP MOELLER $140,200 RICHARD MCMAHON $392,131 EMILY FISHER $100,050 LAWRENCE JONES $13,420 JOHN SCHLENKER $218,839 SCOTT AARONSON $28,060 STEPHANIE VOYDA $24,440 LISA WOOD $176,477 ERIC GREY $12,740 COURTNEY PETERSON $3,803 BRADLEY VIATOR $1,616 THE FOLLOWING PARTICIPANTS IN THE EDISON ELECTRIC INSTITUTE NON-QUALIFIED DEFERRED COMPENSATION PLAN RECEIVED PAYMENTS, AS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AND AS DISCLOSED IN COLUMN (F): QUINLAN SHEA $2,016,069 KATHRYN STECKELBERG $2,420,108 JAMES OWEN $1,349,217
Schedule J (Form 990) 2022

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
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 1A 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. IN ADDITION TO THOSE DESIGNATED TO SERVE ON THE EXECUTIVE COMMITTEE, THE FORMER CHAIRMAN OF THE INSTITUTE WHO CONTINUES AS CHAIR 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. DETERMING COMPENSATION OF THE DIRECTORS FOR SERVING ON THE BOARD OR ON ANY COMMITTEE THEREOF; 4. AMENDMENT OR REPEAL OF THE BYLAWS OR THE ADOPTION OF NEW BYLAWS: 5. 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 CHAIR 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 ELECTRIC COMPANIES ENGAGED IN THE GENERATION, TRANSMISSION OR DISTRIBUTION OF ELECTRICITY TO THE CUSTOMERS IN THE U.S. EEI'S U.S. INVESTOR-OWNED ELECTRIC COMPANY MEMBERS PROVIDE ELECTRICITY FOR NEARLY 250 MILLION AMERICANS AND OPERATE IN ALL 50 STATES AND THE DISTRICT OF COLUMBIA. HOLDING COMPANY MEMBERS - BEING CORPORATIONS IN THE U.S., WHICH BY VIRTUE OF OWNERSHIP OR SECURITIES IN INVESTOR-OWNED CORPORATIONS ARE INTERESTED IN ADVANCING THE BUSINESS OF OPERATING ELECTRIC COMPANIES IN RELATION TO THE SALE OF ELECTRICITY TO CUSTOMERS. 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 MEMBERS - EEI'S INTERNATIONAL MEMBERS' 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 U.S. 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 - EEI CREATED AN ASSOCIATE MEMBER CATEGORY IN 1995, AND CURRENTLY COUNTS MORE THAN 250 COMPANIES AS ASSOCIATE MEMBERS. THESE COMPANIES ARE SUPPLIERS; CONSULTANTS; MEMBERS OF THE FINANCIAL, MARKETING, CONSTRUCTION, AND LEGAL COMMUNITIES; AND OTHER SERVICE PROVIDERS TO THE ELECTRIC POWER INDUSTRY. EEI 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, OR IF SO ENGAGED, NOT REGULATED AS AN ELECTRIC COMPANY. ASSOCIATE MEMBERS DO NOT HAVE VOTING RIGHTS. STRATEGIC PARTNERS - ELECTRIC AND WATER COMPANIES THAT DO NOT QUALIFY FOR MEMBERSHIP UNDER EEI'S BYLAWS OR BECAUSE OF THEIR FOUNDING LEGISLATION BUT THAT OTHERWISE SHARE SIMILAR OPERATIONAL, ENVIRONMENTAL, SECURITY, AND CUSTOMER SERVICE AS EEI MEMBER COMPANIES. STRATEGIC PARTNERS DO NOT HAVE VOTING RIGHTS.
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 APPROVES BYLAW AMENDMENTS.
FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 FOR THE EDISON ELECTRIC INSTITUTE IS PREPARED BY THE ORGANIZATION'S OUTSIDE CPA FIRM AND REPORTED BY THE ENGAGEMENT PRINCIPAL TO THE INSTITUTE'S EXECUTIVE COMMITTEE IN ADVANCE OF FILING. COPIES OF THE FORM 990 ARE MADE AVAILABLE TO THE EEI BOARD PRIOR TO FILING. THE RETURN IS REVIEWED AND SIGNED BY THE INSTITUTE'S CHIEF FINANCIAL OFFICER.
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 PRESIDENT IS BASED ON RESULTS FROM COMPENSATION SURVEYS AND A REVIEW BY AN INDEPENDENT CONSULTANT ON AN ANNUAL BASIS. THE PRESIDENT'S COMPENSATION IS REVEIWED BY THE ORGANIZATION'S COMPENSATION COMMITTEE AND APPROVED BY THE EXECUTIVE COMMITTEE AND THE BOARD. COMPENSATION DECISIONS ARE DOCUMENTED IN THE BOARD MINUTES. THE PROCESS RECENTLY TOOK PLACE IN 2022. THE COMPENSATION OF THE ORGANIZATION'S OFFICERS 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. COMPENSATION DECISIONS ARE DOCUMENTED IN A SIGNED MEMO BY THE PRESIDENT, COMPENSATION COMMITTEE CHAIR OR IN THE BOARD MINUTES. THE PROCESS RECENTLY TOOK PLACE IN 2022.
FORM 990, PART VI, SECTION C, LINE 18 EEI PROVIDES ITS FORM 990 TO THE PUBLIC ON ITS WEBSITE AND UPON REQUEST.
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 WEBSITE. 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 STATEMENT OF REVENUE AND EXPENSES CAN BE FOUND ON THE FORM 990 WHICH IS MADE AVAILABLE TO THE PUBLIC ON EEI'S WEBSITE, VARIOUS WEBSITES AND UPON REQUEST.
FORM 990, PART IX, LINE 11G OTHER CONSULTING FEES 7,928,720. MEETING/PROGRAM CONSULTING 738,215. TECHNICAL FEES 567,951. RESEARCH FEES 309,282. INFORMATION PROVIDERS 95,973. TEMPORARY HELP 108,446. PROFESSIONAL WRITING 38,400.
FORM 990, PART XI, LINE 9: CHANGE IN PROJECTED EMPLOYEE BENEFITS OBLIGATIONS 3,570,640.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
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 AVENUE NW

WASHINGTON,DC20004
52-2106274
SCIENTIFIC/EDUCATION DC 501(C)(3) LINE 7 EDISON ELECTRIC INSTITUTE INC
 
Yes
 
(2)CENTER FOR ENERGY WORKFORCE DEVELOPMENT
701 PENNSYLVANIA AVENUE NW

WASHINGTON,DC20004
20-4504014
EDUCATION DC 501(C)(3) LINE 12A, I EDISON ELECTRIC INSTITUTE INC
 
Yes
 
(3)EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY
701 PENNSYLVANIA AVENUE NW

WASHINGTON,DC20004
52-1660737
RETIREE MEDICAL AND LIFE INSURANCE BENEFITS DC 501(C)(9)   EDISON ELECTRIC INSTITUTE INC
 
Yes
 








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021
Schedule R (Form 990) 2021
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
Yes
 
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
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
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

N 171,090 FMV
(2) THOMAS ALVA EDISON FOUNDATION

O 606,148 FMV
(3) THOMAS ALVA EDISON FOUNDATION

R 1,168,500 CASH
(4) CENTER FOR ENERGY WORKFORCE DEVELOPMENT

B 109,524 CASH
(5) CENTER FOR ENERGY WORKFORCE DEVELOPMENT

N 166,163 FMV
(6) CENTER FOR ENERGY WORKFORCE DEVELOPMENT

O 592,410 FMV
(7) CENTER FOR ENERGY WORKFORCE DEVELOPMENT

R 134,255 CASH
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021
Schedule R (Form 990) 2021
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) 2021

Additional Data


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