TY 2023 Form 990

- TIN:

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)

Do not enter social security numbers on this form as it may be made public.

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

OMB No. 1545-0047

2023

Open to Public Inspection

A For the 2023 calendar year, or tax year beginning 01-01-2023 , and ending 12-31-2023

BCheck if applicable: Address change Name change Initial return Final return/terminated Amended return Application pending

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 $ 305,724,750

F Name and address of principal officer:
PATRICIA VINCENT-COLLAWN
701 PENNSYLVANIA AVENUE NW
WASHINGTON,DC200042696

Tax-exempt status: 501(c)(3) 501(c) ( 6 ) (insert no.) 4947(a)(1) or 527

Website:

WWW.EEI.ORG

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. See instructions.

H(c)

Group exemption number

K Form of organization: Corporation Trust Association Other

L Year of formation: 1933

M State of legal domicile: VA

Part I

Summary

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 70 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
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	62
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	62
5	Total number of individuals employed in calendar year 2023 (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	375,009
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	85,738,661	92,987,882
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	399,910	2,971,528
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	88,243
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	86,138,571	96,047,653
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	2,242,581	2,642,578
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)	39,562,180	51,294,800
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	41,416,927	49,596,306
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	83,221,688	103,533,684
19	Revenue less expenses. Subtract line 18 from line 12.......	2,916,883	-7,486,031
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	217,541,309	221,643,885
21	Total liabilities (Part X, line 26).............	165,280,968	171,502,781
22	Net assets or fund balances. Subtract line 21 from line 20.....	52,260,341	50,141,104

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

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name

Firm's EIN

Firm's address

Phone no.

May the IRS discuss this return with the preparer shown above? See Instructions. ..........YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y Form 990 (2023)

Form 990 (2023)

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..............

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 70 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.

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ..................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ........................... Yes No

If "Yes," describe these changes on Schedule O.

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 EFFICIENCY AND COST 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 expenses

Form 990 (2023)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................

Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...

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 I Click to see attachment

List of Attached Documents:

// Content

.............

Yes

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.........

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 III Click to see attachment

List of Attached Documents:

// Content

Yes

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 I Click to see attachment

List of Attached Documents:

// Content

.........................

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II Click to see attachment

List of Attached Documents:

// Content

....

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III Click to see attachment

List of Attached Documents:

// Content

..............

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 IV Click to see attachment

List of Attached Documents:

// Content

..............

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......

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.

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

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Click to see attachment

List of Attached Documents:

// Content

.......

11b

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Click to see attachment

List of Attached Documents:

// Content

.......

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Click to see attachment

List of Attached Documents:

// Content

............

11d

Yes

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X Click to see attachment

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

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

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States? .....

14a

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

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

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

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. ....

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............

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...................

20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....

20a

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

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

Yes

Form 990 (2023)

Page 4

Part IV

Checklist of Required Schedules (continued)

Yes

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

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

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

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

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

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

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

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...........

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.........................

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 current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................

28a

A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....

28b

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

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................

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

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

Yes

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

Yes

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

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.............

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI Click to see attachment

List of Attached Documents:

// Content

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. ............

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

Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..

156

Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Form 990 (2023)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance (continued)

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 ..................

211

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

Yes

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

Yes

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)? ..

If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

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? ...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................

Organizations that may receive deductible contributions under section 170(c).

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? ....................

If "Yes," did the organization notify the donor of the value of the goods or services provided? .....

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................

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? ........

Sponsoring organizations maintaining donor advised funds.

Did the sponsoring organization make any taxable distributions under section 4966?........

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

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

If "Yes," enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

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

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

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

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.

Yes

Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.

Section 501(c)(21) organizations. Did the trust, or any disqualified or other person 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.

Form 990 (2023)

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

Enter the number of voting members of the governing body at the end of the tax year

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.

Enter the number of voting members included in line 1a, above, who are independent

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? .................

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? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Yes

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? ....................

Yes

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Yes

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .......................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

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.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

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

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

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

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

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

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?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

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

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

List the states with which a copy of this Form 990 is required to be filed

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.

Own website Another's website Upon request Other (explain in Schedule O)

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.

State the name, address, and telephone number of the person who possesses the organization's books and records:
VICTORIA CALDERON701 PENNSYLVANIA AVENUE NW WASHINGTON,DC200042696 (202) 508-5757

Form 990 (2023)

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.

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

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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

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.

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
(A) Name and title
(1) WARNER L BAXTER...................................................................... CHAIR UNTIL 6/23, MEMBER UNTIL 11/23	4.00 ................. 1.00	X	X	0	0	0
(2) PEDRO J PIZARRO...................................................................... VICE CHAIR THRU 6/23, CHAIR AT 6/23	4.00 ................. 1.00	X	X	0	0	0
(3) MARIA M POPE...................................................................... VICE CHAIR	4.00 ................. 1.00	X	X	0	0	0
(4) NICHOLAS K AKINS...................................................................... MEMBER (UNTIL 10/23)	1.00 ................. 1.00	X		0	0	0
(5) LINDA APSEY...................................................................... MEMBER	1.00 ................. 0.00	X		0	0	0
(6) PEDRO AZAGRA...................................................................... MEMBER	1.00 ................. 0.00	X		0	0	0
(7) SCOTT BALFOUR...................................................................... MEMBER	1.00 ................. 0.00	X		0	0	0
(8) ARUN BANSKOTA...................................................................... MEMBER (UNTIL 8/23)	1.00 ................. 0.00	X		0	0	0
(9) ROBERT F BEARD...................................................................... MEMBER	1.00 ................. 0.00	X		0	0	0
(10) BRIAN B BIRD...................................................................... MEMBER	1.00 ................. 0.00	X		0	0	0
(11) ROBERT M BLUE...................................................................... MEMBER	1.00 ................. 0.00	X		0	0	0
(12) CALVIN G BUTLER JR...................................................................... MEMBER	1.00 ................. 0.00	X		0	0	0
(13) DAVID A CAMPBELL...................................................................... MEMBER	1.00 ................. 0.00	X		0	0	0
(14) CHRISTOPHER M CAPONE...................................................................... MEMBER (AS OF 3/23)	1.00 ................. 0.00	X		0	0	0
(15) TIMOTHY P CAWLEY...................................................................... MEMBER	1.00 ................. 0.00	X		0	0	0
(16) LEO P DENAULT...................................................................... MEMBER (UNTIL 2/23)	1.00 ................. 0.00	X		0	0	0
(17) THOMAS DUNN...................................................................... MEMBER	1.00 ................. 0.00	X		0	0	0

Form 990 (2023)

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
(A) Name and title
(18) LINDEN R EVANS........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(19) THOMAS A FANNING........................................................................ MEMBER	1.00 .......................1.00	X			0	0	0
(20) WILLIAM J FEHRMAN........................................................................ MEMBER (UNTIL 9/23)	1.00 .......................0.00	X			0	0	0
(21) JOHN FLYNN........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(22) WILLIAM G FONTENOT........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(23) CHARLES A FRENI JR........................................................................ MEMBER (UNTIL 2/23)	1.00 .......................0.00	X			0	0	0
(24) ROBERT C FRENZEL........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(25) ANDRES R GLUSKI........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(26) LYNN J GOOD........................................................................ MEMBER	1.00 .......................1.00	X			0	0	0
(27) SUSAN M GRAY........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(28) LISA A GROW........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(29) JEFFREY B GULDNER........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(30) GRADON R HAEHNEL........................................................................ MEMBER (AS OF 6/23)	1.00 .......................0.00	X			0	0	0
(31) JEFFRY M HOUSEHOLDER........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(32) CHRISTOPHER HUSKILSON........................................................................ MEMBER (AS OF 9/23)	1.00 .......................0.00	X			0	0	0
(33) DAVID G HUTCHENS........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(34) DAVID W JAMES II........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(35) JEFFREY M KEEBLER........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(36) JOHN W KETCHUM........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(37) MARY E KIPP........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(38) NICOLE A KIVISTO........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(39) RALPH A LAROSSA........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(40) JAMES C LARSEN........................................................................ MEMBER (UNTIL 5/23)	1.00 .......................0.00	X			0	0	0
(41) JOHN O LARSEN........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(42) SCOTT J LAUBER........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(43) DAVID J LESAR........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(44) MARTIN J LYONS JR........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(45) CHARLES S MACFARLANE........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(46) ANDREW S MARSH........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(47) MARI MCCLURE........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(48) THOMAS P MEISSNER JR........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(49) JOSEPH R NOLAN........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(50) JERRY NORCIA........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(51) E ALLEN NYE........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(52) BETHANY M OWEN........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(53) JOHN M PETTIGREW........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(54) PATRICIA K POPPE........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(55) MICHAEL QUINN........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(56) GARRICK J ROCHOW........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(57) MICHAEL ROWE........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(58) KEVIN C SAGARA........................................................................ MEMBER (UNTIL 12/23)	1.00 .......................0.00	X			0	0	0
(59) SCOTT WH SEU........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(60) JULIE A SLOAT........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(61) JOHN W SOMERHALDER II........................................................................ MEMBER (UNTIL 6/23)	1.00 .......................0.00	X			0	0	0
(62) VINCENT SORGI........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(63) BRIAN X TIERNEY........................................................................ MEMBER (AS OF 6/23)	1.00 .......................0.00	X			0	0	0
(64) SCOTT THON........................................................................ MEMBER (AS OF 9/23)	1.00 .......................0.00	X			0	0	0
(65) KELLY A TOMBLIN........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(66) SEAN TRAUSCHKE........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(67) DENNIS P VERMILLION........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(68) PATRICIA K VINCENT-COLLAWN........................................................................ MEMBER	1.00 .......................1.00	X			0	0	0
(69) KEVIN E WALKER........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(70) CHRISTOPHER C WOMACK........................................................................ MEMBER (AS OF 6/23)	1.00 .......................0.00	X			0	0	0
(71) LLOYD M YATES........................................................................ MEMBER	1.00 .......................0.00	X			0	0	0
(72) THOMAS KUHN........................................................................ PRESIDENT AND CEO	43.00 .......................2.00		X		5,597,026	0	8,803,592
(73) DANNY BROUILLETTE........................................................................ PRESIDENT AND CEO ELECT	45.00 .......................0.00		X		2,950,322	0	253,765
(74) BRIAN WOLFF........................................................................ CSO & EVP, PUB POLICY & EXT AFFAIRS	44.00 .......................1.00		X		1,491,155	0	701,964
(75) PHILIP MOELLER........................................................................ EVP, BUSINESS OPS & REG AFFAIRS	45.00 .......................0.00		X		1,164,835	0	217,301
(76) RICHARD MCMAHON........................................................................ SVP ENERGY SUPPLY/FINANCE, CHIEF ESG	45.00 .......................0.00		X		688,984	0	522,990
(77) EMILY FISHER........................................................................ EVP CLEAN ENERGY, GEN COUNSEL & SECRETARY	44.00 .......................1.00		X		807,649	0	149,023
(78) JOHN SCHLENKER........................................................................ CFO & TREASURER (UNTIL 12/23)	44.00 .......................1.00		X		855,797	0	237,824
(79) LISA WOOD........................................................................ VP, CUSTOMER SOLUTIONS (UNTIL 3/23)	40.50 .......................4.50		X		200,590	22,288	66,957
(80) SCOTT AARONSON........................................................................ SVP, SECURITY & PREPAREDNESS	45.00 .......................0.00		X		561,415	0	109,555
(81) STEPHANIE VOYDA........................................................................ SVP, COMMS & MEMBER ENGAGEMENT	44.00 .......................1.00		X		552,372	11,273	63,036
(82) LAWRENCE JONES........................................................................ SVP, INTERNATIONAL PROGRAMS	45.00 .......................0.00		X		474,566	0	86,223
(83) ERIC GREY........................................................................ VP, GOVERNMENT RELATIONS	45.00 .......................0.00		X		484,455	0	101,162
(84) COURTNEY PETERSON........................................................................ VP, CHRO & CHIEF DIVERSITY OFFICER	42.00 .......................3.00		X		488,899	0	65,250
(85) PHILIP DION........................................................................ SVP, CUSTOMER SOLUTIONS	44.00 .......................1.00		X		420,537	0	55,293
(86) KRISTINE TELFORD........................................................................ EXECUTIVE DIRECTOR, EXTERNAL AFFAIRS	45.00 .......................0.00		X		340,454	0	63,341
(87) SHELBY LINTON-KEDDIE........................................................................ EXEC DIR, REG AFFAIRS (UNTIL 10/23)	45.00 .......................0.00		X		310,397	0	29,162
(88) ANDREA KOCH........................................................................ SENIOR DIRECTOR, RELIABILITY POLICY	45.00 .......................0.00			X	299,109	0	56,212
(89) SADEGH RAZEGHI........................................................................ CIO (UNTIL 10/23)	45.00 .......................0.00			X	443,182	0	1,791
(90) JOHN ANDERSON........................................................................ EXECUTIVE DIRECTOR, EWAC	45.00 .......................0.00			X	289,629	0	67,769
(91) ERIC HOLDSWORTH........................................................................ MANAGING DIR, CLEAN ENERGY & ENVIRON. POLICY	33.50 .......................11.50			X	301,915	0	13,986
(92) ROBERT MICHEL........................................................................ MANAGING DIR, EMPLOYMENT TESTING	45.00 .......................0.00			X	309,904	0	38,166

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	19,033,192	33,561	11,704,362

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 123

Yes

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 ..............

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...........................

Yes

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 ........

Section B. Independent Contractors

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	3,223,290
LIFELONG LEARNER ENTERPRISES II LLC 611 N BRAND BLVD 10TH FL GLENDALE,CA91203	CONSULTING	831,651
ACCENTURE LLP 1255 TREAT BLVD SUITE 250 WALNUT CREEK,CA94597	CONSULTING	810,000
NOSSAMAN LLP 777 S FIGUEROA ST 34TH FLOOR LOS ANGELES,CA90017	CONSULTING	799,659
PSI SERVICES LLC 611 N BRAND BLVD 10TH FLOOR GLENDALE,CA91203	CONSULTING	747,847
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 71

Form 990 (2023)

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

(D)
Revenue
excluded from
tax under sections
512 - 514

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	MEMBER DUES & SPONSOR	900099	78,754,146	78,754,146
b	MEETINGS	900099	10,387,868	10,387,868
c	PROGRAMS	900099	3,444,509	3,444,509
d	ADVERTISING	541800	375,009		375,009
e	PUBLICATIONS	513120	26,350	26,350
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		92,987,882

3 Investment income (including dividends, interest, and othersimilar amounts) ......			4,667,817			4,667,817
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........			517			517
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	207,956,808	24,000
b	Less: cost or other basis and sales expenses	7b	209,673,922	3,175
c	Gain or (loss)	7c	-1,717,114	20,825
d	Net gain or (loss).........			-1,696,289			-1,696,289
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..
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..
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..

Business Code
11a	CREDIT CARD REWARDS		900099	87,726			87,726
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			87,726
12	Total revenue. See instructions.....			96,047,653	92,612,873	375,009	3,059,771

Form 990 (2023)

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 ....	2,642,578
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 ...........	28,907,934
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	22,205,959
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	-5,122,914
9	Other employee benefits .......	3,311,968
10	Payroll taxes ...........	1,991,853
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	5,797,702
c	Accounting ...........	158,501
d	Lobbying ...........	1,557,892
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	335,708
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	11,433,745
12	Advertising and promotion ....	159,664
13	Office expenses .......	1,458,773
14	Information technology ......	2,332,480
15	Royalties ..	1,150
16	Occupancy ...........	5,709,747
17	Travel ............	3,261,905
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	19,696
19	Conferences, conventions, and meetings ....	12,251,810
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	1,195,869
23	Insurance ...	239,776
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	OTHER TAXES	2,322,859
b	SUBSCRIPTIONS	1,047,482
c	MEMBERSHIPS/SPONSORSHIP	507,904
d	AFFILIATE OVERHEAD	-347,430
e	All other expenses	151,073
25	Total functional expenses. Add lines 1 through 24e	103,533,684
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 if following SOP 98-2 (ASC 958-720).

Form 990 (2023)

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

1	Cash–non-interest-bearing ........			618,487	1	948
2	Savings and temporary cash investments .........			28,634,008	2	30,073,646
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			2,000,368	4	1,569,707
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 ......			1,272,001	9	2,515,302
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	16,365,592
b	Less: accumulated depreciation	10b	11,412,538	5,912,925	10c	4,953,054
11	Investments—publicly traded securities .			120,141,720	11	120,323,910
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 ...........			58,961,800	15	62,207,318
16	Total assets. Add lines 1 through 15 (must equal line 33)...			217,541,309	16	221,643,885

17	Accounts payable and accrued expenses .....	15,222,998	17	13,586,076
18	Grants payable ...		18
19	Deferred revenue .........	28,059,750	19	30,731,226
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	121,998,220	25	127,185,479
26	Total liabilities. Add lines 17 through 25..	165,280,968	26	171,502,781

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	52,260,341	27	50,141,104
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here 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 ...........	52,260,341	32	50,141,104
33	Total liabilities and net assets/fund balances ........	217,541,309	33	221,643,885

Form 990 (2023)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI..............

Total revenue (must equal Part VIII, column (A), line 12) ............

96,047,653

Total expenses (must equal Part IX, column (A), line 25) ............

103,533,684

Revenue less expenses. Subtract line 2 from line 1 ..............

-7,486,031

Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..

52,260,341

Net unrealized gains (losses) on investments ...............

4,049,628

Donated services and use of facilities .................

-587,322

Investment expenses .....................

Prior period adjustments .....................

Other changes in net assets or fund balances (explain in Schedule O) ........

1,904,488

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))

50,141,104

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII.............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

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:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

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:

Separate basis Consolidated basis Both consolidated and separate basis

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?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?

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.

Form 990 (2023)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

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

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

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

OMB No. 1545-0047

2022

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.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

$ 530,000

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

$ 530,000

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

$ 530,000

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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	125,000	0
(2) REPUBLICAN GOVERNORS ASSOCIATION	1747 PENNSYLVANIA AVENUE NW SUITE WASHINGTON,DC20006	11-3655877	100,000	0
(3) MAINE AFFORDABLE ENERGY	100 MIDDLE ST STE 206 PORTLAND,ME04101	87-2441832	80,000	0
(4) NO BLANK CHECKS	100 MIDDLE ST STE 206 PORTLAND,ME04101	87-2586020	80,000	0
(5) GOPAC INC	1201 WILSON BLVD SUITE 2110 ARLINGTON,VA22209	52-1237780	50,000	0
(6) DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION INC	PO BOX 34445 WASHINGTON,DC20005	13-4220019	25,000	0
(7) DEMOCRATIC LEGISLATIVE CAMPAIGN COMMITTEE	1225 EYE STREET NW SUITE 1250 WASHINGTON,DC20005	52-1870839	25,000	0
(8) REPUBLICAN STATE LEADERSHIP COMMITTEE	1201 F STREET NW SUITE 675 WASHINGTON,DC20004	05-0532524	25,000	0
(9) COMMUNITY LEADERS OF AMERICA	PO BOX 2262 SPRINGFIELD,VA22152	46-3149989	10,000	0
(10) DEMOCRATIC MAYORS ASSOCIATION	529 14TH STREET NW SUITE 1205 WASHINGTON,DC20045	52-1535470	10,000	0
(11) POWER PAC OF THE EDISON ELECTRIC INSTITUTE	701 PENNSYLVANIA AVENUE NW WASHINGTON,DC20004	52-2084626	0	68,880

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2022

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 right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(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? ...................................................................................................................	Yes No

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) 2019	(b) 2020	(c) 2021	(d) 2022	(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) 2022

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

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:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

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

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

73,769,588

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

11,047,717

Carryover from last year ............................................................................................................

-4,015,022

Total ...........................................................................................................................................

7,032,695

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

9,515,811

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

-2,483,116

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) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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.
right arrow

Attach to Form 990.
right arrow

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

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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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)? .............................

Yes No

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.

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.

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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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	5,131,273	3,760,850
d	Equipment ....	3,603,416	2,954,547	648,869
e	Other .....	3,870,053	3,326,718	543,335
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				4,953,054

Schedule D (Form 990) 2022

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.)

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.)

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 ASSET				39,913,722
(2)RIGHT OF USE ASSET - OPERATING				21,702,187
(3)AFFILIATED ORGANIZATIONS RECEIVABLE				591,409
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				62,207,318

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
DEFERRED COMPENSATION	91,804,255
BENEFITS LIABILITIES	335,998
OTHER CURRENT LIABILITIES	1,960,590
OTHER LONG TERM LIABILITIES	2,694,953
LEASE LIABILITY	29,328,637
DUE TO RELATED PARTY	1,061,046



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	127,185,479
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) 2022

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) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right arrow

Attach to Form 990. Right arrow

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

OMB No. 1545-0047

2023

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.

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? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

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	0	0	PROGRAM SERVICES	MEETINGS WITHIN REGION	40,028
	CENTRAL AMERICA AND THE CARIBBEAN	0	0	PROGRAM SERVICES	MEETINGS WITHIN REGION	16,253
	EAST ASIA AND THE PACIFIC	0	0	PROGRAM SERVICES	MEETINGS WITHIN REGION	36,600
	MIDDLE EAST AND NORTH AFRICA	0	0	PROGRAM SERVICES	MEETINGS WITHIN REGION	221,485
	NORTH AMERICA	0	0	PROGRAM SERVICES	MEETINGS WITHIN REGION	28,835
	SOUTH ASIA	0	0	PROGRAM SERVICES	MEETINGS WITHIN REGION	4,792











3a	Sub-total ....	0	0			347,993
b	Total from continuation sheets to Part I ...	0	0			0
c	Totals (add lines 3a and 3b)	0	0			347,993

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023

Schedule F (Form 990) 2023

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 .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2023

Schedule F (Form 990) 2023Page 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) 2023

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2023

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.

Schedule F (Form 990) 2023

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

2023

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

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? ........................

Yes No

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	(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	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	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	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(4) ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC 3550 S CLARK ST SUITE 203 ARLINGTON,VA22202	13-3039601	501(C)(3)	21,922	N/A	N/A	CORPORATE RESPONSIBILITY
(5) AMERICAN ASSOCIATION OF BLACKS IN ENERGY 1625 K STREET NW SUITE 1200 WASHINGTON,DC20006	84-0782569	501(C)(3)	30,000	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	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(7) AMERICAN CANCER SOCIETY INC 270 PEACHTREE STREET NW SUITE 1300 ATLANTA,GA30303	13-1788491	501(C)(3)	5,343	N/A	N/A	CORPORATE RESPONSIBILITY
(8) AMERICAN GAS ASSOCIATION 400 NORTH CAPITOL ST NW SUITE 450 WASHINGTON,DC20001	13-0431590	501(C)(6)	10,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(9) AMERICAN LEGISLATIVE EXCHANGE COUNCIL 2900 CRYSTAL DRIVE SUITE 600 ARLINGTON,VA22202	52-0140979	501(C)(3)	12,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(10) AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES 1575 I STREET NW WASHINGTON,DC20005	53-0026940	501(C)(6)	18,495	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	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)	7,500	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	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(14) CENTER FOR ENERGY WORKFORCE DEVELOPMENT 701 PENNSYLVANIA AVENUE NW 3RD FLOOR WASHINGTON,DC20004	20-4504014	501(C)(3)	132,523	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(15) CHAMBER OF COMMERCE OF THE USA 1615 H STREET NW WASHINGTON,DC20062	53-0045720	501(C)(6)	60,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(16) CITIZENS AGAINST GOVERNMENT WASTE 317 MASSACHUSETTS AVE NE STE 300 WASHINGTON,DC20002	52-1363952	501(C)(3)	10,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(17) CITIZENS FOR RESPONSIBLE ENERGY SOLUTIONS INC 1201 PENNSYLVANIA AVENUE NW SUITE 220 WASHINGTON,DC20004	46-0558330	501(C)(4)	25,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(18) COMMERCIAL DRONE ALLIANCE 555 13TH STREET NW WASHINGTON,DC20004	81-2931755	501(C)(6)	5,417	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(19) COMMUNITY LEADERS OF AMERICA PO BOX 2262 SPRINGFIELD,VA22152	46-3149989	SECTION 527	10,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(20) CONFERENCE OF WESTERN ATTORNEYS GENERAL 5050 LAGUNA BLVD SUITE 112-323 ELK GROVE,CA95758	68-0250561	501(C)(3)	20,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(21) CONGRESSIONAL BLACK CAUCUS POLITICAL EDUCATION & LEADERSHIP INSTITUTE 413 NEW JERSEY AVENUE SE WASHINGTON,DC20003	52-2270607	501(C)(4)	20,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(22) CONGRESSIONAL HISPANIC CAUCUS INSTITUTE INC 1128 16TH STREET NW WASHINGTON,DC20036	52-1114225	501(C)(3)	45,000	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	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(24) CONGRESSIONAL SPORTS FOR CHARITY PO BOX 1987 ALEXANDRIA,VA22314	81-2118591	501(C)(3)	16,700	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(25) CONSUMER ENERGY ALLIANCE 2211 NORFOLK STREET SUITE 610 HOUSTON,TX77098	26-1658339	501(C)(4)	16,000	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	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(27) DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION INC PO BOX 34445 WASHINGTON,DC20005	13-4220019	SECTION 527	25,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(28) DEMOCRATIC GOVERNORS ASSOCIATION 1225 EYE STREET NW SUITE 1100 WASHINGTON,DC20005	52-1304889	SECTION 527	125,000	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	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(30) DEMOCRATIC MAYORS ASSOCIATION 529 14TH STREET NW SUITE 1206 WASHINGTON,DC20045	52-1535470	SECTION 527	10,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(31) ELECTRIC DRIVE TRANSPORTATION ASSOCIATION 1250 EYE STREET NW SUITE 902 WASHINGTON,DC20005	52-1665058	501(C)(6)	16,975	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(32) ELECTRICAL SAFETY FOUNDATION INTERNATIONAL 1300 N 17TH STREET SUITE 900 ARLINGTON,VA22209	52-1892239	501(C)(3)	10,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(33) ENVIRONMENTAL COUNCIL OF THE STATES 1250 H STREET NW SUITE 850 WASHINGTON,DC20005	36-3962169	501(C)(6)	10,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(34) FORTH MOBILITY FUND 2035 NW FRONT AVENUE SUITE 101 PORTLAND,OR97209	45-4726335	501(C)(3)	7,500	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(35) FREIGHT RAIL CUSTOMER ALLIANCE 4301 WILSON BLVD ARLINGTON,VA22203	52-1331523	501(C)(6)	7,500	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(36) GOPAC INC 1201 WILSON BLVD SUITE 2110 ARLINGTON,VA22209	52-1237780	SECTION 527	50,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(37) HISPANICS IN ENERGY 1017 L STREET 719 SACRAMENTO,CA95814	46-1415746	501(C)(3)	10,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(38) HORTON'S KIDS INC 2233 HUNTER PLACE SE WASHINGTON,DC20020	52-1755403	501(C)(3)	15,120	N/A	N/A	CORPORATE RESPONSIBILITY
(39) INSTITUTE FOR ENERGY RESEARCH 1155 15TH STREET NW SUITE 525 WASHINGTON,DC20005	76-0149778	501(C)(3)	25,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(40) J STREET CUP 1001 JANNEYS LANE ALEXANDRIA,VA22302	20-4561025	501(C)(3)	10,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(41) MAINE AFFORDABLE ENERGY 100 MIDDLE STREET SUITE 206 PORTLAND,ME04101	87-2441832	SECTION 527	80,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(42) MARCH ON WASHINGTON FILM FESTIVAL 525 9TH STREET NW 7TH FLOOR WASHINGTON,DC20004	46-4604132	501(C)(3)	10,000	N/A	N/A	CORPORATE RESPONSIBILITY
(43) MID ATLANTIC CONFERENCE OF REGULATORY UTILITIES COMMISSIONERS INC 1101 VERMONT AVENUE NW SUITE 401 WASHINGTON,DC20005	52-2027917	501(C)(3)	12,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(44) MID-AMERICA REGULATORY CONFERENCE INC 1375 E COURT AVENUE DES MOINES,IA50319	43-6053680	501(C)(6)	7,500	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(45) NALEO EDUCATIONAL FUND 1122 W WASHINGTON BOULEVARD 3RD FLOOR LOS ANGELES,CA90015	52-1212849	501(C)(3)	15,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(46) NATIONAL ASSOCIATION OF COUNTIES 660 NORTH CAPITOL STREET NW SUITE 400 WASHINGTON,DC20001	53-0190321	501(C)(4)	25,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(47) NATIONAL ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS 1101 VERMONT AVENUE NW SUITE 200 WASHINGTON,DC20005	53-0204609	501(C)(4)	70,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(48) NATIONAL ASSOCIATION OF STATE ENERGY OFFICIALS 1300 N 17TH STREET SUITE 1275 ARLINGTON,VA22209	52-1474553	501(C)(3)	12,500	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(49) NATIONAL ASSOCIATION OF STATE UTILITY CONSUMER ADVOCATES 8380 COLESVILLE ROAD SUITE 101 SILVER SPRING,MD20910	59-1986067	501(C)(4)	15,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(50) NATIONAL BLACK CAUCUS OF STATE LEGISLATORS 444 N CAPITOL STREET NW SUITE 622 WASHINGTON,DC20001	52-1218832	501(C)(3)	35,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(51) NATIONAL CONFERENCE OF STATE LEGISLATURES 7700 EAST FIRST PLACE DENVER,CO80230	84-0772595	SECTION 115	45,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(52) NATIONAL ENDANGERED SPECIES ACT REFORM COALITION 1050 THOMAS JEFFERSON STREET NW 6TH FLOOR WASHINGTON,DC20007	52-1763800	501(C)(6)	10,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(53) NATIONAL ENERGY AND UTILITY AFFORDABILITY COALITION PO BOX 33878 WASHINGTON,DC20033	52-1559709	501(C)(3)	20,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(54) NATIONAL ENERGY RESOURCES ORGANIZATION INC 3803 CALVERT STREET NW WASHINGTON,DC20007	91-1850125	501(C)(3)	22,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(55) NATIONAL FOUNDATION FOR WOMEN LEGISLATORS 5434 CHIEFTAIN CIRCLE SUITE B ALEXANDRIA,VA22312	52-1480785	501(C)(3)	15,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(56) NATIONAL GOVERNORS ASSOCIATION CENTER FOR BEST PRACTICES 444 N CAPITOL STREET NW SUITE 267 WASHINGTON,DC20001	23-7391796	501(C)(3)	30,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(57) NATIONAL HISPANIC CAUCUS OF STATE LEGISLATORS 1444 I STREET NW SUITE 900 WASHINGTON,DC20005	84-1168319	501(C)(3)	40,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(58) NATIONAL LABOR & MANAGEMENT PUBLIC AFFAIRS COMMITTEE 701 PENNSYLVANIA AVENUE NW WASHINGTON,DC20004	26-2620296	501(C)(6)	70,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(59) NATIONAL LEAGUE OF CITIES 660 N CAPITOL STREET NW SUITE 450 WASHINGTON,DC20001	53-0226780	501(C)(4)	28,750	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(60) NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVENUE 3RD FLOOR NEW YORK,NY10017	13-5661935	501(C)(3)	7,500	N/A	N/A	CORPORATE RESPONSIBILITY
(61) NATIONAL ORGANIZATION OF BLACK ELECTED LEGISLATIVE WOMEN 20 F STREET NW SUITE 700 WASHINGTON,DC20001	95-4546966	501(C)(3)	15,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(62) NATIONAL URBAN LEAGUE INC 80 PINE STREET 9TH FLOOR NEW YORK,NY10005	13-1840489	501(C)(3)	10,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(63) NCSL FOUNDATION FOR STATE LEGISLATURES 7700 EAST FIRST PLACE DENVER,CO80230	74-2232576	501(C)(3)	12,500	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(64) NEW ENGLAND CONFERENCE OF PUBLIC UTILITIES COMMISSIONERS PO BOX 9111 ESSEX,VT05451	05-0376760	501(C)(3)	8,974	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(65) NO BLANK CHECKS 100 MIDDLE STREET SUITE 206 PORTLAND,ME04101	87-2586020	SECTION 527	80,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(66) NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION 3353 PEACHTREE ROAD NE SUITE 600 NORTH TOWER ATLANTA,GA30326	20-4821888	501(C)(6)	20,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(67) NORTH AMERICAN ENERGY STANDARDS BOARD INC 1415 LOUSIANA ST SUITE 3460 HOUSTON,TX77002	76-0451850	501(C)(6)	8,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(68) NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON,IL60208	36-2167817	501(C)(3)	20,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(69) PREVENT CANCER FOUNDATION 333 JOHN CARLYLE STREET SUITE 635 ALEXANDRIA,VA22314	52-1429544	501(C)(3)	10,000	N/A	N/A	CORPORATE RESPONSIBILITY
(70) PUBLIC AFFAIRS COUNCIL 2121 K STREET NW SUITE 900 WASHINGTON,DC20037	13-1790733	501(C)(4)	14,800	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(71) REPUBLICAN GOVERNORS ASSOCIATION 1747 PENNSYLVANIA AVENUE NW SUITE 250 WASHINGTON,DC20006	11-3655877	SECTION 527	100,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(72) REPUBLICAN STATE LEADERSHIP COMMITTEE 1201 F STREET NW SUITE 675 WASHINGTON,DC20004	05-0532524	SECTION 527	25,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(73) RESOURCES FOR THE FUTURE INC 1616 P STREET NW SUITE 600 WASHINGTON,DC20036	53-0220900	501(C)(3)	10,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(74) ROOSEVELT INSTITUTE 570 LEXINGTON AVENUE 5TH FLOOR NEW YORK,NY10022	23-7213592	501(C)(3)	15,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(75) SENATE PRESIDENTS' FORUM INC 579 BROADWAY HASTINGSONHUDSON,NY10706	22-3284046	501(C)(3)	35,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(76) SEXUAL MINORITY YOUTH ASSISTANCE LEAGUE INC 410 7TH STREET SE WASHINGTON,DC20003	52-1394900	501(C)(3)	10,000	N/A	N/A	CORPORATE RESPONSIBILITY
(77) SOME INC 71 O STREET NW WASHINGTON,DC20001	23-7098123	501(C)(3)	14,190	N/A	N/A	CORPORATE RESPONSIBILITY
(78) SOUTHEASTERN ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS 501 N WEST STREET SUITE 201A JACKSON,MS39201	62-1331903	501(C)(6)	7,500	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(79) SOUTHERN STATES ENERGY BOARD 6325 AMHERST COURT PEACHTREE CORNERS,GA30092	58-0864888	SECTION 115	10,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(80) ST COLETTA OF GREATER WASHINGTON INC 1901 INDEPENDENCE AVENUE SE WASHINGTON,DC20003	54-0968224	501(C)(3)	7,500	N/A	N/A	CORPORATE RESPONSIBILITY
(81) TAXPAYERS PROTECTION ALLIANCE 1101 14TH STREET NW SUITE 1120 WASHINGTON,DC20005	45-0702828	501(C)(4)	10,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(82) THE AMERICAN CONSUMER INSTITUTE CENTER FOR CITIZEN RESEARCH 4350 FAIRFAX DRIVE SUITE 725 ARLINGTON,VA22203	20-8601897	501(C)(3)	25,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(83) THE ARTISTS AND ATHLETES ALLIANCE INC 1800 M STREET NW SUITE 500 SOUTH WASHINGTON,DC20036	26-2255679	501(C)(3)	10,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(84) THE ASPEN INSTITUTE 2300 N STREET NW SUITE 700 WASHINGTON,DC20037	84-0399006	501(C)(3)	25,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(85) THE CONGRESSIONAL INSTITUTE INC 1700 DIAGONAL ROAD SUITE 300 ALEXANDRIA,VA22314	52-1504189	501(C)(4)	28,125	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(86) THE COUNCIL OF STATE GOVERNMENTS 1776 AVENUE OF THE STATES LEXINGTON,KY40511	36-6000818	501(C)(3)	22,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(87) THE KEYSTONE CENTER 1628 SAINTS JOHN ROAD KEYSTONE,CO80435	84-0688506	501(C)(3)	60,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(88) THE LATINO COALITION 1455 PENNSYLVANIA AVENUE NW SUITE 400 WASHINGTON,DC20004	52-2266386	501(C)(6)	20,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(89) THE NATIONAL ASSOCIATION OF MANUFACTURERS 733 10TH STREET NW SUITE 700 WASHINGTON,DC20001	13-1084330	501(C)(6)	6,600	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(90) THE NATIONAL DEMOCRATIC CLUB INC 30 IVY STREET SE WASHINGTON,DC20003	53-0233594	501(C)(7)	10,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(91) THE PEREGRINE FUND INC 5668 W FLYING HAWK LANE BOISE,ID83709	23-1969973	501(C)(3)	15,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(92) THE PERMITTING INSTITUTE 1307 NEW YORK AVENUE NW SUITE 602 WASHINGTON,DC20005	86-1659330	501(C)(6)	37,500	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(93) US NAVY MEMORIAL FOUNDATION 701 PENNSYLVANIA AVE NW WASHINGTON,DC20004	52-1104476	501(C)(3)	6,000	N/A	N/A	CORPORATE RESPONSIBILITY
(94) UNITED STATES CONFERENCE OF MAYORS 1620 EYE STREET NW SUITE 400 WASHINGTON,DC20006	53-0196642	501(C)(3)	55,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(95) UNITED STATES HISPANIC CHAMBER OF COMMERCE 750 17TH STREET NW SUITE 825 WASHINGTON,DC20006	43-1249249	501(C)(6)	35,417	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(96) WASHINGTON HUMANE SOCIETY 71 OGLETHORPE STREET NW WASHINGTON,DC20011	53-0219724	501(C)(3)	5,900	N/A	N/A	CORPORATE RESPONSIBILITY
(97) WASHINGTON STATE SOCIETY PO BOX 77531 WASHINGTON,DC20013	52-6075803	501(C)(7)	6,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(98) WASHINGTON TENNIS & EDUCATION FOUNDATION 200 STODDERT PLACE SE WASHINGTON,DC20019	52-6046504	501(C)(3)	13,500	N/A	N/A	CORPORATE RESPONSIBILITY
(99) WESTERN CONFERENCE OF PUBLIC SERVICE COMMISIONERS INC 1101 VERMONT AVENUE NW SUITE 200 WASHINGTON,DC20005	45-5529620	501(C)(3)	12,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(100) WESTERN GOVERNORS ASSOCIATION 1700 BROADWAY SUITE 500 DENVER,CO80290	84-0747227	SECTION 115	13,125	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT
(101) WOMEN'S ENERGY SUMMIT PO BOX 31045 CHICAGO,IL60631	47-5309525	501(C)(3)	10,000	N/A	N/A	CONTRIBUTION/PROGRAM SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

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) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

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

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

EDISON ELECTRIC INSTITUTE INC

Employer identification number

13-0659550

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 .....

Yes

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? ....

Yes

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

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 ............

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1THOMAS KUHN PRESIDENT AND CEO	(i) (ii)	1,202,323 ------------- 0	1,329,420 ------------- 0	3,065,283 ------------- 0	8,764,772 ------------- 0	38,820 ------------- 0	14,400,618 ------------- 0	1,639,066 ------------- 0
2DANNY BROUILLETTE PRESIDENT AND CEO ELECT	(i) (ii)	448,000 ------------- 0	2,500,000 ------------- 0	2,322 ------------- 0	252,000 ------------- 0	1,765 ------------- 0	3,204,087 ------------- 0	0 ------------- 0
3BRIAN WOLFF CSO & EVP, PUB POLICY & EXT AFFAIRS	(i) (ii)	900,757 ------------- 0	577,000 ------------- 0	13,398 ------------- 0	688,557 ------------- 0	13,407 ------------- 0	2,193,119 ------------- 0	0 ------------- 0
4PHILIP MOELLER EVP, BUSINESS OPS & REG AFFAIRS	(i) (ii)	747,207 ------------- 0	408,000 ------------- 0	9,628 ------------- 0	180,260 ------------- 0	37,041 ------------- 0	1,382,136 ------------- 0	0 ------------- 0
5RICHARD MCMAHON SVP ENERGY SUPPLY/FINANCE, CHIEF ESG	(i) (ii)	479,448 ------------- 0	200,000 ------------- 0	9,536 ------------- 0	497,504 ------------- 0	25,486 ------------- 0	1,211,974 ------------- 0	0 ------------- 0
6JOHN SCHLENKER CFO & TREASURER (UNTIL 12/23)	(i) (ii)	319,538 ------------- 0	138,000 ------------- 0	398,259 ------------- 0	208,601 ------------- 0	29,223 ------------- 0	1,093,621 ------------- 0	0 ------------- 0
7EMILY FISHER EVP CLEAN ENERGY, GEN COUNSEL & SECR	(i) (ii)	540,088 ------------- 0	263,000 ------------- 0	4,561 ------------- 0	131,732 ------------- 0	17,291 ------------- 0	956,672 ------------- 0	0 ------------- 0
8SCOTT AARONSON SVP, SECURITY & PREPAREDNESS	(i) (ii)	388,207 ------------- 0	169,000 ------------- 0	4,208 ------------- 0	75,970 ------------- 0	33,585 ------------- 0	670,970 ------------- 0	0 ------------- 0
9STEPHANIE VOYDA SVP, COMMS & MEMBER ENGAGEMENT	(i) (ii)	387,840 ------------- 7,915	158,760 ------------- 3,240	5,772 ------------- 118	37,364 ------------- 763	24,411 ------------- 498	614,147 ------------- 12,534	0 ------------- 0
10ERIC GREY VP, GOVERNMENT RELATIONS	(i) (ii)	304,708 ------------- 0	178,000 ------------- 0	1,747 ------------- 0	66,090 ------------- 0	35,072 ------------- 0	585,617 ------------- 0	0 ------------- 0
11LAWRENCE JONES SVP, INTERNATIONAL PROGRAMS	(i) (ii)	328,038 ------------- 0	141,000 ------------- 0	5,528 ------------- 0	55,130 ------------- 0	31,093 ------------- 0	560,789 ------------- 0	0 ------------- 0
12COURTNEY PETERSON VP, CHRO & CHIEF DIVERSITY OFFICER	(i) (ii)	337,868 ------------- 0	145,000 ------------- 0	6,031 ------------- 0	46,280 ------------- 0	18,970 ------------- 0	554,149 ------------- 0	0 ------------- 0
13PHILIP DION SVP, CUSTOMER SOLUTIONS	(i) (ii)	327,067 ------------- 0	50,000 ------------- 0	43,470 ------------- 0	29,000 ------------- 0	26,293 ------------- 0	475,830 ------------- 0	0 ------------- 0
14SADEGH RAZEGHI CIO (UNTIL 10/23)	(i) (ii)	213,198 ------------- 0	39,300 ------------- 0	190,684 ------------- 0	0 ------------- 0	1,791 ------------- 0	444,973 ------------- 0	0 ------------- 0
15KRISTINE TELFORD EXECUTIVE DIRECTOR, EXTERNAL AFFAIRS	(i) (ii)	243,810 ------------- 0	92,000 ------------- 0	4,644 ------------- 0	39,620 ------------- 0	23,721 ------------- 0	403,795 ------------- 0	0 ------------- 0
16JOHN ANDERSON EXECUTIVE DIRECTOR, EWAC	(i) (ii)	236,986 ------------- 0	43,900 ------------- 0	8,743 ------------- 0	34,556 ------------- 0	33,213 ------------- 0	357,398 ------------- 0	0 ------------- 0
17ANDREA KOCH SENIOR DIRECTOR, RELIABILITY POLICY	(i) (ii)	238,222 ------------- 0	59,100 ------------- 0	1,787 ------------- 0	35,376 ------------- 0	20,836 ------------- 0	355,321 ------------- 0	0 ------------- 0
18ROBERT MICHEL MANAGING DIR, EMPLOYMENT TESTING	(i) (ii)	268,045 ------------- 0	39,800 ------------- 0	2,059 ------------- 0	17,901 ------------- 0	20,265 ------------- 0	348,070 ------------- 0	0 ------------- 0
19SHELBY LINTON-KEDDIE EXEC DIR, REG AFFAIRS (UNTIL 10/23)	(i) (ii)	205,802 ------------- 0	90,000 ------------- 0	14,595 ------------- 0	17,900 ------------- 0	11,262 ------------- 0	339,559 ------------- 0	0 ------------- 0
20ERIC HOLDSWORTH MANAGING DIR, CLEAN ENERGY & ENVIRON	(i) (ii)	259,717 ------------- 0	37,700 ------------- 0	4,498 ------------- 0	13,325 ------------- 0	661 ------------- 0	315,901 ------------- 0	0 ------------- 0
21LISA WOOD VP, CUSTOMER SOLUTIONS (UNTIL 3/23)	(i) (ii)	69,962 ------------- 7,774	116,100 ------------- 12,900	14,528 ------------- 1,614	57,463 ------------- 6,385	2,798 ------------- 311	260,851 ------------- 28,984	0 ------------- 0

Schedule J (Form 990) 2023

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 SVP, INTERNATIONAL PROGRAMS WITH COMPANION TRAVEL, WHICH IS INCLUDED IN TAXABLE INCOME. PART I, LINE 1A - HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: RICHARD MCMAHON $1,183 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, LINES 4A-B

SADEGH RAZEGHI RECEIVED $172,990 SEVERANCE PAY UPON HIS RETIREMENT AFTER 20 YEARS OF SERVICE. JOHN SCHLENKER, CHIEF FINANCIAL OFFICER, RECEIVED $342,784 SEVERANCE PAY UPON HIS RETIREMENT AFTER 30 YEARS OF SERVICE. THESE ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). THOMAS KUHN EARNED BENEFITS OF $10,856,142 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. DANNY BROUILLETTE $242,100 BRIAN WOLFF $666,757 PHILIP MOELLER $141,960 RICHARD MCMAHON $509,656 EMILY FISHER $111,620 LAWRENCE JONES $16,830 JOHN SCHLENKER $221,745 SCOTT AARONSON $32,470 STEPHANIE VOYDA $30,160 LISA WOOD $46,305 ERIC GREY $21,190 COURTNEY PETERSON $14,580 PHILIP DION $300 KRISTINE TELFORD $1,320 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): THOMAS KUHN $1,639,066

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

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 U.S. 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 BY THE INSTITUTE'S CHIEF FINANCIAL OFFICER AND TREASURER.
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 2023. 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 2023.
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	CONSULTING 10,621,400. PERSONNEL & TEMPORARY HELP 737,549. VIDEO, RADIO, PHOTOGRAPHY 74,796.
FORM 990, PART XI, LINE 9:	CHANGE IN PROJECTED EMPLOYEE BENEFITS OBLIGATIONS 1,904,488.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

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?
(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	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) 2023

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	(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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

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?
(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	Yes	No

Schedule R (Form 990) 2023

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

Yes

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

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) CENTER FOR ENERGY WORKFORCE DEVELOPMENT	B	132,523	CASH
(2) CENTER FOR ENERGY WORKFORCE DEVELOPMENT	N	131,414	FMV
(3) CENTER FOR ENERGY WORKFORCE DEVELOPMENT	O	823,247	FMV
(4) CENTER FOR ENERGY WORKFORCE DEVELOPMENT	R	172,385	CASH
(5) THOMAS ALVA EDISON FOUNDATION	N	183,022	FMV
(6) THOMAS ALVA EDISON FOUNDATION	O	653,651	FMV
(7) THOMAS ALVA EDISON FOUNDATION	R	1,340,329	CASH

Schedule R (Form 990) 2023

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)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

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) 2023

Additional Data

Software ID:
Software Version:

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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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) .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No