Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
EDISON ELEC INSTITUTE |
130659550 | 10 | Yes | 0 | 2,038,107 | |
|
Total 1
|
0 | 2,038,107 | ||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART IV, SECTION A, LINE 2: | THE SUPPORTED ORGANIZATION IS EXEMPT UNDER SECTION 501(C)(6), SEE BELOW. |
| PART IV, SECTION A, LINE 3B: | THE ORGANIZATION HAS CALCULATED THE 509(A)(2) PUBLIC SUPPORT TEST FOR ITS 501(C)(6) SUPPORTED ORGANIZATION AND DETERMINED THAT THE SUPPORTED ORGANIZATION HAS A PUBLIC SUPPORT PERCENTAGE OF APPROXIMATELY 95.67% AND AN INVESTMENT INCOME PERCENTAGE OF APPROXIMATELY 4.31% FOR 2020-2024. |
| PART IV, SECTION A, LINE 3C: | THE ORGANIZATION PROVIDED NO DIRECT MONETARY SUPPORT TO THE 501(C)(6) SUPPORTED ORGANIZATION. ALL THE ORGANIZATION'S EXPENDITURES ARE CONSISTENT WITH THE SUPPORTED ORGANIZATION'S MISSION AND WITH THE SUPPORTING ORGANIZATION'S CHARITABLE MISSION. |
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990, PART V, LINE 2B: | EDISON ELECTRIC INSTITUTE, A RELATED ORGANIZATION, ISSUED ALL FORMS W-2 AND FILED ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS FOR THE ORGANIZATION'S EMPLOYEES. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COUNCIL IS COMPOSED OF MEMBERS WHO DEVELOP POLICY ON ORGANIZATION ISSUES, RECOMMEND THE STRATEGIC PLAN AND BUDGET FOR APPROVAL BY THE BOARD, AND PROVIDE MANAGEMENT GUIDANCE AND OVERSIGHT REGARDING THE DEVELOPMENT OF MEMBERSHIP, PARTNERSHIPS, ALLIANCES AND SPONSORSHIPS. THE COUNCIL CONSISTS OF A CHAIR, VICE CHAIR AND COUNCIL MEMBERS WHO REPRESENT THE DIVERSITY OF THE CENTER FOR ENERGY WORKFORCE DEVELOPMENT'S MEMBERSHIP. EXECUTIVE COUNCIL MEMBERSHIPS: THE MEMBERS SERVE A THREE-YEAR TERM (STAGGERED) AND CAN BE REAPPOINTED WHEN THE TERM HAS ENDED. CEWD OFFICIALS AND STAFF NOMINATE NEW MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 2 | MARIA KORSNICK AND LORI BRADY HAVE A BUSINESS RELATIONSHIP AS THEY WERE BOTH EMPLOYED BY THE NUCLEAR ENERGY INSTITUTE (NEI). KORSNICK SERVED AS AN OFFICER OF NEI. DANNY BROUILLETTE, COURTNEY PETERSON, KRISTINE TELFORD, MELISSA HENRIKSEN, VICTORIA CALDERON, KRISTIE KELLEY, LOUIS BECKA, CORNELL JOHNSON, DEBORAH SCHULZ AND CHRISTINA MARSHALL HAVE A BUSINESS RELATIONSHIP AS THEY WERE ALL EMPLOYED BY EEI, A RELATED ORGANIZATION FOR WHICH BROUILLETTE, PETERSON, TELFORD, CALDERON AND BECKA SERVED AS OFFICERS. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE AMENDED AS FOLLOWS: 1) TO ALLOW PAST CHAIRS TO VOLUNTARILY REMAIN ON THE BOARD IN A NONVOTING CAPACITY AS LONG AS THEY REMAIN EMPLOYED BY A MEMBER COMPANY OF CEWD. 2) TO ALLOW THE BOARD TO CREATE AN ADVISORY COMMITTEE OF UP TO FIVE SUBJECT MATTER EXPERTS. MEMBERS OF THE ADVISORY COMMITTEE SHALL HAVE NO VOTING POWER AND SHALL BE INDIVIDUALS FROM OUTSIDE OF CEWD'S MEMBERSHIP WITH LEADERSHIP, EXPERIENCE AND/OR EXPERTISE IN AREAS THAT SUPPORT CEWD'S MISSION AND VISION. ALL MEMBERS OF THE ADVISORY COMMITTEE SHALL BE INVITED TO ATTEND BOARD MEETINGS AND SHALL SERVE AT THE PLEASURE OF THE BOARD. 3) TO REMOVE THE PROVISION THAT THE SECRETARY SHALL ADVISE AND COUNSEL THE BOARD AND OFFICERS ON LEGAL, GOVERNANCE AND COMPLIANCE MATTERS AND DRAFT AND/OR APPROVE ALL TRANSACTIONAL DOCUMENTS FOR THE CORPORATION AND MAINTAIN THE CORPORATION'S CORPORATE FILINGS AND INTELLECTUAL PROPERTY PORTFOLIO. |
| FORM 990, PART VI, SECTION A, LINE 6 | ENERGY COMPANIES: ENERGY COMPANY MEMBERSHIP IS OPEN TO U.S.-BASED ENTITIES AND INTERNATIONALLY-BASED ENTITIES WITH SIGNIFICANT BUSINESS OPERATIONS IN THE U.S. THAT GENERATE, TRANSMIT, SUPPLY, STORE, OR OTHERWISE PROVIDE ENERGY. CONTRACTORS: CONTRACTORS ELIGIBLE TO JOIN CEWD ARE EITHER: 1. PERFORMING WORK ON SITE AT A UTILITY OR OTHER ENERGY SERVICE PROVIDER OR DIRECTLY ON A UTILITY TRANSMISSION AND DISTRIBUTION SYSTEM SUCH AS SYSTEM ENGINEERING, CONSTRUCTION, OPERATION AND MAINTENANCE, EQUIPMENT TESTING, REFURBISHMENT AND REPAIR, AND CUSTOMER SERVICE; OR 2. PERFORMING WORK OFF SITE FOR A UTILITY OR OTHER ENERGY SERVICE PROVIDER SUCH AS ENGINEERING MODIFICATIONS, COMPONENT FABRICATION, EQUIPMENT REFURBISHMENT, EQUIPMENT MANUFACTURING, AND EQUIPMENT TESTING. PARTNERS: HAVE SIGNIFICANT COMMON INTERESTS, NEEDS, OBJECTIVES AND GOALS AND BRING COMPLEMENTARY SKILLS AND RESOURCES TO THE PARTNERSHIP. PARTNERSHIPS ARE NEGOTIATED WITH AGREEMENT ON SPECIFIC OUTCOMES AND WHAT EACH PARTNER WILL PROVIDE ALONG WITH FEES OR IN-KIND CONTRIBUTIONS. STATE, LOCAL, AND REGIONAL ENERGY ASSOCIATIONS: AN ENERGY ASSOCIATION MAY JOIN ON BEHALF OF ALL THE EMPLOYEES WITHIN ITS COOP OR MUNICIPAL MEMBERSHIP, OR THE ASSOCIATION MAY JOIN AS AN INDIVIDUAL ENTITY. SECONDARY AND POST SECONDARY EDUCATIONAL INSTITUTIONS: EDUCATIONAL INSTITUTIONS MAY BECOME EDUCATIONAL MEMBERS BY RECOMMENDATION OF A SPONSORING MEMBER COMPANY. EDUCATIONAL MEMBERS AGREE TO SHARE INFORMATION ON CURRICULUM, STRUCTURE AND RESULTS FOR INDIVIDUAL PROGRAMS. WORKFORCE SYSTEMS, GOVERNMENT AGENCIES, AND NONPROFITS: WORKFORCE SYSTEMS, GOVERNMENT AGENCIES, AND NON-PROFITS WITH ENERGY PROGRAMS MAY BECOME MEMBERS BY RECOMMENDATION OF A SPONSORING MEMBER COMPANY. ASSOCIATE MEMBERS: ASSOCIATE MEMBERSHIP IS OPEN TO ANY INDIVIDUAL, FIRM, OR CORPORATION THAT SUPPLIES PRODUCTS, GOODS, OR OPERATIONS-BASED SERVICES TO COMPANIES THAT GENERATE, TRANSMIT, SUPPLY, STORE, OR OTHERWISE PROVIDE ENERGY, AND CONTRACTORS IN THE ENERGY INDUSTRY. |
| FORM 990, PART VI, SECTION A, LINE 7B | NO INDIVIDUAL MAY BE ELECTED OR SERVE AS A DIRECTOR WITHOUT THE WRITTEN APPROVAL OF EEI, WHICH IT MAY GIVE OR WITHHOLD IN ITS SOLE DISCRETION. A DIRECTOR MAY BE REMOVED BY EEI IN ACCORDANCE WITH PROCEDURES THAT IT SHALL ESTABLISH IN ITS SOLE DISCRETION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S CHIEF ADMINISTRATIVE OFFICER IN ADVANCE OF FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALTHOUGH NO PROBLEMS HAVE EVER BEEN ENCOUNTERED WITH RESPECT TO CONFLICTS OF INTEREST, QUARTERLY THE ORGANIZATION EXPRESSLY ISSUES A REMINDER OF THE NEED FOR FULL COMPLIANCE WITH ALL LAWS AND REGULATIONS AND THE MAINTENANCE OF THE HIGHEST OF ETHICAL STANDARDS. IF AN ISSUE OR PROBLEM EVER ARISES, THE ORGANIZATION WILL ENFORCE ITS CONFLICT OF INTEREST POLICY IN ALL REGARDS. THE CONFLICT OF INTEREST POLICY CONTAINS A DUTY TO DISCLOSE CLAUSE: MATERIAL FACTS ARE DISCLOSED TO THE GOVERNING AUTHORITY, THE CONFLICTED INDIVIDUAL IS NOT ALLOWED TO PARTICIPATE IN THE DISCUSSION OR VOTE ON ANY MATTERS IN WHICH THEY HAVE CONFLICTS AND THE PROCESS IS NOTED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY NOR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 997,504. MANAGEMENT AND GENERAL EXPENSES 23,602. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,021,106. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 4,053. MANAGEMENT AND GENERAL EXPENSES 10,129. FUNDRAISING EXPENSES 6,076. TOTAL EXPENSES 20,258. OTHER FEES: PROGRAM SERVICE EXPENSES 3,750. MANAGEMENT AND GENERAL EXPENSES 1,315. FUNDRAISING EXPENSES 1,066. TOTAL EXPENSES 6,131. |
| Software ID: | |
| Software Version: |