2024-11-15T21:05:54-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2023-01-01 130659550 EDISON ELECTRIC INSTITUTE INC EDIS 2025085000 701 PENNSYLVANIA AVENUE NW WASHINGTON DC 200042696 VICTORIA CALDERON TREASURER 2025085000 2024-11-15 1 0 LAURA J KENNEY P00202198 6177170831 2024-11-15 2023 2024-10-15 13:58:12Z PATRICIA VINCENT-COLLAWN 701 PENNSYLVANIA AVENUE NW WASHINGTON DC 200042696 305724750 0 X WWW.EEI.ORG X 1933 VA 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. 62 62 211 3300 375009 0 0 0 85738661 92987882 399910 2971528 0 88243 86138571 96047653 2242581 2642578 0 0 39562180 51294800 0 0 0 41416927 49596306 83221688 103533684 2916883 -7486031 217541309 221643885 165280968 171502781 52260341 50141104 X 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. 0 0 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. 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. 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. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 156 0 1 211 1 1 1 0 0 0 0 0 1 0 X 62 62 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X X VICTORIA CALDERON 2025085757 701 PENNSYLVANIA AVENUE NW WASHINGTON DC 200042696 WARNER L BAXTER CHAIR UNTIL 6/23, MEMBER UNTIL 11/23 4.00 1.00 X X 0 0 0 PEDRO J PIZARRO VICE CHAIR THRU 6/23, CHAIR AT 6/23 4.00 1.00 X X 0 0 0 MARIA M POPE VICE CHAIR 4.00 1.00 X X 0 0 0 NICHOLAS K AKINS MEMBER (UNTIL 10/23) 1.00 1.00 X 0 0 0 LINDA APSEY MEMBER 1.00 0.00 X 0 0 0 PEDRO AZAGRA MEMBER 1.00 0.00 X 0 0 0 SCOTT BALFOUR MEMBER 1.00 0.00 X 0 0 0 ARUN BANSKOTA MEMBER (UNTIL 8/23) 1.00 0.00 X 0 0 0 ROBERT F BEARD MEMBER 1.00 0.00 X 0 0 0 BRIAN B BIRD MEMBER 1.00 0.00 X 0 0 0 ROBERT M BLUE MEMBER 1.00 0.00 X 0 0 0 CALVIN G BUTLER JR MEMBER 1.00 0.00 X 0 0 0 DAVID A CAMPBELL MEMBER 1.00 0.00 X 0 0 0 CHRISTOPHER M CAPONE MEMBER (AS OF 3/23) 1.00 0.00 X 0 0 0 TIMOTHY P CAWLEY MEMBER 1.00 0.00 X 0 0 0 LEO P DENAULT MEMBER (UNTIL 2/23) 1.00 0.00 X 0 0 0 THOMAS DUNN MEMBER 1.00 0.00 X 0 0 0 LINDEN R EVANS MEMBER 1.00 0.00 X 0 0 0 THOMAS A FANNING MEMBER 1.00 1.00 X 0 0 0 WILLIAM J FEHRMAN MEMBER (UNTIL 9/23) 1.00 0.00 X 0 0 0 JOHN FLYNN MEMBER 1.00 0.00 X 0 0 0 WILLIAM G FONTENOT MEMBER 1.00 0.00 X 0 0 0 CHARLES A FRENI JR MEMBER (UNTIL 2/23) 1.00 0.00 X 0 0 0 ROBERT C FRENZEL MEMBER 1.00 0.00 X 0 0 0 ANDRES R GLUSKI MEMBER 1.00 0.00 X 0 0 0 LYNN J GOOD MEMBER 1.00 1.00 X 0 0 0 SUSAN M GRAY MEMBER 1.00 0.00 X 0 0 0 LISA A GROW MEMBER 1.00 0.00 X 0 0 0 JEFFREY B GULDNER MEMBER 1.00 0.00 X 0 0 0 GRADON R HAEHNEL MEMBER (AS OF 6/23) 1.00 0.00 X 0 0 0 JEFFRY M HOUSEHOLDER MEMBER 1.00 0.00 X 0 0 0 CHRISTOPHER HUSKILSON MEMBER (AS OF 9/23) 1.00 0.00 X 0 0 0 DAVID G HUTCHENS MEMBER 1.00 0.00 X 0 0 0 DAVID W JAMES II MEMBER 1.00 0.00 X 0 0 0 JEFFREY M KEEBLER MEMBER 1.00 0.00 X 0 0 0 JOHN W KETCHUM MEMBER 1.00 0.00 X 0 0 0 MARY E KIPP MEMBER 1.00 0.00 X 0 0 0 NICOLE A KIVISTO MEMBER 1.00 0.00 X 0 0 0 RALPH A LAROSSA MEMBER 1.00 0.00 X 0 0 0 JAMES C LARSEN MEMBER (UNTIL 5/23) 1.00 0.00 X 0 0 0 JOHN O LARSEN MEMBER 1.00 0.00 X 0 0 0 SCOTT J LAUBER MEMBER 1.00 0.00 X 0 0 0 DAVID J LESAR MEMBER 1.00 0.00 X 0 0 0 MARTIN J LYONS JR MEMBER 1.00 0.00 X 0 0 0 CHARLES S MACFARLANE MEMBER 1.00 0.00 X 0 0 0 ANDREW S MARSH MEMBER 1.00 0.00 X 0 0 0 MARI MCCLURE MEMBER 1.00 0.00 X 0 0 0 THOMAS P MEISSNER JR MEMBER 1.00 0.00 X 0 0 0 JOSEPH R NOLAN MEMBER 1.00 0.00 X 0 0 0 JERRY NORCIA MEMBER 1.00 0.00 X 0 0 0 E ALLEN NYE MEMBER 1.00 0.00 X 0 0 0 BETHANY M OWEN MEMBER 1.00 0.00 X 0 0 0 JOHN M PETTIGREW MEMBER 1.00 0.00 X 0 0 0 PATRICIA K POPPE MEMBER 1.00 0.00 X 0 0 0 MICHAEL QUINN MEMBER 1.00 0.00 X 0 0 0 GARRICK J ROCHOW MEMBER 1.00 0.00 X 0 0 0 MICHAEL ROWE MEMBER 1.00 0.00 X 0 0 0 KEVIN C SAGARA MEMBER (UNTIL 12/23) 1.00 0.00 X 0 0 0 SCOTT WH SEU MEMBER 1.00 0.00 X 0 0 0 JULIE A SLOAT MEMBER 1.00 0.00 X 0 0 0 JOHN W SOMERHALDER II MEMBER (UNTIL 6/23) 1.00 0.00 X 0 0 0 VINCENT SORGI MEMBER 1.00 0.00 X 0 0 0 BRIAN X TIERNEY MEMBER (AS OF 6/23) 1.00 0.00 X 0 0 0 SCOTT THON MEMBER (AS OF 9/23) 1.00 0.00 X 0 0 0 KELLY A TOMBLIN MEMBER 1.00 0.00 X 0 0 0 SEAN TRAUSCHKE MEMBER 1.00 0.00 X 0 0 0 DENNIS P VERMILLION MEMBER 1.00 0.00 X 0 0 0 PATRICIA K VINCENT-COLLAWN MEMBER 1.00 1.00 X 0 0 0 KEVIN E WALKER MEMBER 1.00 0.00 X 0 0 0 CHRISTOPHER C WOMACK MEMBER (AS OF 6/23) 1.00 0.00 X 0 0 0 LLOYD M YATES MEMBER 1.00 0.00 X 0 0 0 THOMAS KUHN PRESIDENT AND CEO 43.00 2.00 X 5597026 0 8803592 DANNY BROUILLETTE PRESIDENT AND CEO ELECT 45.00 0.00 X 2950322 0 253765 BRIAN WOLFF CSO & EVP, PUB POLICY & EXT AFFAIRS 44.00 1.00 X 1491155 0 701964 PHILIP MOELLER EVP, BUSINESS OPS & REG AFFAIRS 45.00 0.00 X 1164835 0 217301 RICHARD MCMAHON SVP ENERGY SUPPLY/FINANCE, CHIEF ESG 45.00 0.00 X 688984 0 522990 EMILY FISHER EVP CLEAN ENERGY, GEN COUNSEL & SECRETARY 44.00 1.00 X 807649 0 149023 JOHN SCHLENKER CFO & TREASURER (UNTIL 12/23) 44.00 1.00 X 855797 0 237824 LISA WOOD VP, CUSTOMER SOLUTIONS (UNTIL 3/23) 40.50 4.50 X 200590 22288 66957 SCOTT AARONSON SVP, SECURITY & PREPAREDNESS 45.00 0.00 X 561415 0 109555 STEPHANIE VOYDA SVP, COMMS & MEMBER ENGAGEMENT 44.00 1.00 X 552372 11273 63036 LAWRENCE JONES SVP, INTERNATIONAL PROGRAMS 45.00 0.00 X 474566 0 86223 ERIC GREY VP, GOVERNMENT RELATIONS 45.00 0.00 X 484455 0 101162 COURTNEY PETERSON VP, CHRO & CHIEF DIVERSITY OFFICER 42.00 3.00 X 488899 0 65250 PHILIP DION SVP, CUSTOMER SOLUTIONS 44.00 1.00 X 420537 0 55293 KRISTINE TELFORD EXECUTIVE DIRECTOR, EXTERNAL AFFAIRS 45.00 0.00 X 340454 0 63341 SHELBY LINTON-KEDDIE EXEC DIR, REG AFFAIRS (UNTIL 10/23) 45.00 0.00 X 310397 0 29162 ANDREA KOCH SENIOR DIRECTOR, RELIABILITY POLICY 45.00 0.00 X 299109 0 56212 SADEGH RAZEGHI CIO (UNTIL 10/23) 45.00 0.00 X 443182 0 1791 JOHN ANDERSON EXECUTIVE DIRECTOR, EWAC 45.00 0.00 X 289629 0 67769 ERIC HOLDSWORTH MANAGING DIR, CLEAN ENERGY & ENVIRON. POLICY 33.50 11.50 X 301915 0 13986 ROBERT MICHEL MANAGING DIR, EMPLOYMENT TESTING 45.00 0.00 X 309904 0 38166 19033192 33561 11704362 123 0 1 0 VENABLE LLP PO BOX 62727 BALTIMORE MD 21264 CONSULTING 3223290 LIFELONG LEARNER ENTERPRISES II LLC 611 N BRAND BLVD 10TH FL GLENDALE CA 91203 CONSULTING 831651 ACCENTURE LLP 1255 TREAT BLVD SUITE 250 WALNUT CREEK CA 94597 CONSULTING 810000 NOSSAMAN LLP 777 S FIGUEROA ST 34TH FLOOR LOS ANGELES CA 90017 CONSULTING 799659 PSI SERVICES LLC 611 N BRAND BLVD 10TH FLOOR GLENDALE CA 91203 CONSULTING 747847 71 MEMBER DUES & SPONSOR 900099 78754146 78754146 MEETINGS 900099 10387868 10387868 PROGRAMS 900099 3444509 3444509 ADVERTISING 541800 375009 375009 PUBLICATIONS 513120 26350 26350 92987882 4667817 4667817 517 517 207956808 24000 209673922 3175 -1717114 20825 -1696289 -1696289 CREDIT CARD REWARDS 900099 87726 87726 87726 96047653 92612873 375009 3059771 X 2642578 28907934 22205959 -5122914 3311968 1991853 5797702 158501 1557892 335708 11433745 159664 1458773 2332480 1150 5709747 3261905 19696 12251810 1195869 239776 OTHER TAXES 2322859 SUBSCRIPTIONS 1047482 MEMBERSHIPS/SPONSORSHIP 507904 AFFILIATE OVERHEAD -347430 151073 103533684 618487 948 28634008 30073646 2000368 1569707 1272001 2515302 16365592 11412538 5912925 4953054 120141720 120323910 58961800 62207318 217541309 221643885 15222998 13586076 28059750 30731226 121998220 127185479 165280968 171502781 X 52260341 50141104 52260341 50141104 217541309 221643885 X -7486031 4049628 -587322 1904488 X 0 1 X 1 0 530000 530000 530000 1 DEMOCRATIC GOVERNORS ASSOCIATION 1225 EYE STREET NW SUITE 1100 WASHINGTON DC 20005 521304889 125000 0 REPUBLICAN GOVERNORS ASSOCIATION 1747 PENNSYLVANIA AVENUE NW SUITE WASHINGTON DC 20006 113655877 100000 0 MAINE AFFORDABLE ENERGY 100 MIDDLE ST STE 206 PORTLAND ME 04101 872441832 80000 0 NO BLANK CHECKS 100 MIDDLE ST STE 206 PORTLAND ME 04101 872586020 80000 0 GOPAC INC 1201 WILSON BLVD SUITE 2110 ARLINGTON VA 22209 521237780 50000 0 DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION INC PO BOX 34445 WASHINGTON DC 20005 134220019 25000 0 DEMOCRATIC LEGISLATIVE CAMPAIGN COMMITTEE 1225 EYE STREET NW SUITE 1250 WASHINGTON DC 20005 521870839 25000 0 REPUBLICAN STATE LEADERSHIP COMMITTEE 1201 F STREET NW SUITE 675 WASHINGTON DC 20004 050532524 25000 0 COMMUNITY LEADERS OF AMERICA PO BOX 2262 SPRINGFIELD VA 22152 463149989 10000 0 DEMOCRATIC MAYORS ASSOCIATION 529 14TH STREET NW SUITE 1205 WASHINGTON DC 20045 521535470 10000 0 POWER PAC OF THE EDISON ELECTRIC INSTITUTE 701 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 522084626 0 68880 0 0 1 73769588 11047717 -4015022 7032695 9515811 -2483116 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. 8892123 5131273 3760850 3603416 2954547 648869 3870053 3326718 543335 4953054 POSTRETIREMENT BENEFIT ASSET 39913722 RIGHT OF USE ASSET - OPERATING 21702187 AFFILIATED ORGANIZATIONS RECEIVABLE 591409 62207318 DEFERRED COMPENSATION 91804255 BENEFITS LIABILITIES 335998 OTHER CURRENT LIABILITIES 1960590 OTHER LONG TERM LIABILITIES 2694953 LEASE LIABILITY 29328637 DUE TO RELATED PARTY 1061046 127185479 X 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. EUROPE 0 0 PROGRAM SERVICES MEETINGS WITHIN REGION 40028 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES MEETINGS WITHIN REGION 16253 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES MEETINGS WITHIN REGION 36600 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES MEETINGS WITHIN REGION 221485 NORTH AMERICA 0 0 PROGRAM SERVICES MEETINGS WITHIN REGION 28835 SOUTH ASIA 0 0 PROGRAM SERVICES MEETINGS WITHIN REGION 4792 0 0 0 0 0 0 347993 0 347993 0 0 0 0 0 0 PART I, LINE 3: EEI USES THE ACCRUAL METHOD OF ACCOUNTING TO REPORT EXPENDITURES FOR ACTIVITIES CONDUCTED OUT OF THE U.S. 1 AFRICAN AMERICAN MAYORS ASSOCIATION INC 660 NORTH CAPITOL STREET NW SUITE 450 WASHINGTON DC 20001 465593933 501(C)(3) 15000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT ALL HAZARDS CONSORTIUM INC 47 EAST SOUTH STREET SUITE 201 FREDERICK MD 21701 260275096 501(C)(3) 25000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT ALLIANCE TO SAVE ENERGY 607 14TH STREET NW SUITE 560 WASHINGTON DC 20005 521082991 501(C)(3) 30000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC 3550 S CLARK ST SUITE 203 ARLINGTON VA 22202 133039601 501(C)(3) 21922 0 N/A N/A CORPORATE RESPONSIBILITY AMERICAN ASSOCIATION OF BLACKS IN ENERGY 1625 K STREET NW SUITE 1200 WASHINGTON DC 20006 840782569 501(C)(3) 30000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT AMERICAN BENEFITS COUNCIL 1501 M STREET NW SUITE 600 WASHINGTON DC 20005 066100040 501(C)(6) 6500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT AMERICAN CANCER SOCIETY INC 270 PEACHTREE STREET NW SUITE 1300 ATLANTA GA 30303 131788491 501(C)(3) 5343 0 N/A N/A CORPORATE RESPONSIBILITY AMERICAN GAS ASSOCIATION 400 NORTH CAPITOL ST NW SUITE 450 WASHINGTON DC 20001 130431590 501(C)(6) 10000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT AMERICAN LEGISLATIVE EXCHANGE COUNCIL 2900 CRYSTAL DRIVE SUITE 600 ARLINGTON VA 22202 520140979 501(C)(3) 12000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES 1575 I STREET NW WASHINGTON DC 20005 530026940 501(C)(6) 18495 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT AMERICANS FOR TAX REFORM 722 12TH STREET NW 4TH FLOOR WASHINGTON DC 20005 521403587 501(C)(4) 75000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT BOY SCOUTS OF AMERICA NATIONAL CAPITAL AREA COUNCIL 9190 ROCKVILLE PIKE BETHESDA MD 20814 530204610 501(C)(3) 7500 0 N/A N/A CORPORATE RESPONSIBILITY BUSINESS COUNCIL FOR SUSTAINABLE ENERGY 805 15TH STREET NW SUITE 710 WASHINGTON DC 20005 521801630 501(C)(6) 7500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT CENTER FOR ENERGY WORKFORCE DEVELOPMENT 701 PENNSYLVANIA AVENUE NW 3RD FLOOR WASHINGTON DC 20004 204504014 501(C)(3) 132523 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT CHAMBER OF COMMERCE OF THE USA 1615 H STREET NW WASHINGTON DC 20062 530045720 501(C)(6) 60000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT CITIZENS AGAINST GOVERNMENT WASTE 317 MASSACHUSETTS AVE NE STE 300 WASHINGTON DC 20002 521363952 501(C)(3) 10000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT CITIZENS FOR RESPONSIBLE ENERGY SOLUTIONS INC 1201 PENNSYLVANIA AVENUE NW SUITE 220 WASHINGTON DC 20004 460558330 501(C)(4) 25000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT COMMERCIAL DRONE ALLIANCE 555 13TH STREET NW WASHINGTON DC 20004 812931755 501(C)(6) 5417 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT COMMUNITY LEADERS OF AMERICA PO BOX 2262 SPRINGFIELD VA 22152 463149989 SECTION 527 10000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT CONFERENCE OF WESTERN ATTORNEYS GENERAL 5050 LAGUNA BLVD SUITE 112-323 ELK GROVE CA 95758 680250561 501(C)(3) 20000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT CONGRESSIONAL BLACK CAUCUS POLITICAL EDUCATION & LEADERSHIP INSTITUTE 413 NEW JERSEY AVENUE SE WASHINGTON DC 20003 522270607 501(C)(4) 20000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT CONGRESSIONAL HISPANIC CAUCUS INSTITUTE INC 1128 16TH STREET NW WASHINGTON DC 20036 521114225 501(C)(3) 45000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT CONGRESSIONAL HISPANIC LEADERSHIP INSTITUTE INC 700 PENNSYLVANIA AVENUE SE SUITE 2004 WASHINGTON DC 20003 200392012 501(C)(3) 10000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT CONGRESSIONAL SPORTS FOR CHARITY PO BOX 1987 ALEXANDRIA VA 22314 812118591 501(C)(3) 16700 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT CONSUMER ENERGY ALLIANCE 2211 NORFOLK STREET SUITE 610 HOUSTON TX 77098 261658339 501(C)(4) 16000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT CURATORS OF THE UNIVERSITY OF MISSOURI 118 UNIVERSITY HALL COLUMBIA MO 65211 436003859 SECTION 115 8000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION INC PO BOX 34445 WASHINGTON DC 20005 134220019 SECTION 527 25000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT DEMOCRATIC GOVERNORS ASSOCIATION 1225 EYE STREET NW SUITE 1100 WASHINGTON DC 20005 521304889 SECTION 527 125000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT DEMOCRATIC LEGISLATIVE CAMPAIGN COMMITTEE 1225 EYE STREET NW SUITE 1250 WASHINGTON DC 20005 521870839 SECTION 527 25000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT DEMOCRATIC MAYORS ASSOCIATION 529 14TH STREET NW SUITE 1206 WASHINGTON DC 20045 521535470 SECTION 527 10000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT ELECTRIC DRIVE TRANSPORTATION ASSOCIATION 1250 EYE STREET NW SUITE 902 WASHINGTON DC 20005 521665058 501(C)(6) 16975 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT ELECTRICAL SAFETY FOUNDATION INTERNATIONAL 1300 N 17TH STREET SUITE 900 ARLINGTON VA 22209 521892239 501(C)(3) 10000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT ENVIRONMENTAL COUNCIL OF THE STATES 1250 H STREET NW SUITE 850 WASHINGTON DC 20005 363962169 501(C)(6) 10000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT FORTH MOBILITY FUND 2035 NW FRONT AVENUE SUITE 101 PORTLAND OR 97209 454726335 501(C)(3) 7500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT FREIGHT RAIL CUSTOMER ALLIANCE 4301 WILSON BLVD ARLINGTON VA 22203 521331523 501(C)(6) 7500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT GOPAC INC 1201 WILSON BLVD SUITE 2110 ARLINGTON VA 22209 521237780 SECTION 527 50000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT HISPANICS IN ENERGY 1017 L STREET 719 SACRAMENTO CA 95814 461415746 501(C)(3) 10000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT HORTON'S KIDS INC 2233 HUNTER PLACE SE WASHINGTON DC 20020 521755403 501(C)(3) 15120 0 N/A N/A CORPORATE RESPONSIBILITY INSTITUTE FOR ENERGY RESEARCH 1155 15TH STREET NW SUITE 525 WASHINGTON DC 20005 760149778 501(C)(3) 25000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT J STREET CUP 1001 JANNEYS LANE ALEXANDRIA VA 22302 204561025 501(C)(3) 10000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT MAINE AFFORDABLE ENERGY 100 MIDDLE STREET SUITE 206 PORTLAND ME 04101 872441832 SECTION 527 80000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT MARCH ON WASHINGTON FILM FESTIVAL 525 9TH STREET NW 7TH FLOOR WASHINGTON DC 20004 464604132 501(C)(3) 10000 0 N/A N/A CORPORATE RESPONSIBILITY MID ATLANTIC CONFERENCE OF REGULATORY UTILITIES COMMISSIONERS INC 1101 VERMONT AVENUE NW SUITE 401 WASHINGTON DC 20005 522027917 501(C)(3) 12000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT MID-AMERICA REGULATORY CONFERENCE INC 1375 E COURT AVENUE DES MOINES IA 50319 436053680 501(C)(6) 7500 0 N/A N/A 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N/A CONTRIBUTION/PROGRAM SUPPORT REPUBLICAN GOVERNORS ASSOCIATION 1747 PENNSYLVANIA AVENUE NW SUITE 250 WASHINGTON DC 20006 113655877 SECTION 527 100000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT REPUBLICAN STATE LEADERSHIP COMMITTEE 1201 F STREET NW SUITE 675 WASHINGTON DC 20004 050532524 SECTION 527 25000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT RESOURCES FOR THE FUTURE INC 1616 P STREET NW SUITE 600 WASHINGTON DC 20036 530220900 501(C)(3) 10000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT ROOSEVELT INSTITUTE 570 LEXINGTON AVENUE 5TH FLOOR NEW YORK NY 10022 237213592 501(C)(3) 15000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT SENATE PRESIDENTS' FORUM INC 579 BROADWAY HASTINGSONHUDSON NY 10706 223284046 501(C)(3) 35000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT SEXUAL MINORITY YOUTH ASSISTANCE LEAGUE INC 410 7TH STREET SE WASHINGTON DC 20003 521394900 501(C)(3) 10000 0 N/A N/A CORPORATE RESPONSIBILITY SOME INC 71 O STREET NW WASHINGTON DC 20001 237098123 501(C)(3) 14190 0 N/A N/A CORPORATE RESPONSIBILITY SOUTHEASTERN ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS 501 N WEST STREET SUITE 201A JACKSON MS 39201 621331903 501(C)(6) 7500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT SOUTHERN STATES ENERGY BOARD 6325 AMHERST COURT PEACHTREE CORNERS GA 30092 580864888 SECTION 115 10000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT ST COLETTA OF GREATER WASHINGTON INC 1901 INDEPENDENCE AVENUE SE WASHINGTON DC 20003 540968224 501(C)(3) 7500 0 N/A N/A CORPORATE RESPONSIBILITY TAXPAYERS PROTECTION ALLIANCE 1101 14TH STREET NW SUITE 1120 WASHINGTON DC 20005 450702828 501(C)(4) 10000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT THE AMERICAN CONSUMER INSTITUTE CENTER FOR CITIZEN RESEARCH 4350 FAIRFAX DRIVE SUITE 725 ARLINGTON VA 22203 208601897 501(C)(3) 25000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT THE ARTISTS AND ATHLETES ALLIANCE INC 1800 M STREET NW SUITE 500 SOUTH WASHINGTON DC 20036 262255679 501(C)(3) 10000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT THE ASPEN INSTITUTE 2300 N STREET NW SUITE 700 WASHINGTON DC 20037 840399006 501(C)(3) 25000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT THE CONGRESSIONAL INSTITUTE INC 1700 DIAGONAL ROAD SUITE 300 ALEXANDRIA VA 22314 521504189 501(C)(4) 28125 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT THE COUNCIL OF STATE GOVERNMENTS 1776 AVENUE OF THE STATES LEXINGTON KY 40511 366000818 501(C)(3) 22000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT THE KEYSTONE CENTER 1628 SAINTS JOHN ROAD KEYSTONE CO 80435 840688506 501(C)(3) 60000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT THE LATINO COALITION 1455 PENNSYLVANIA AVENUE NW SUITE 400 WASHINGTON DC 20004 522266386 501(C)(6) 20000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT THE NATIONAL ASSOCIATION OF MANUFACTURERS 733 10TH STREET NW SUITE 700 WASHINGTON DC 20001 131084330 501(C)(6) 6600 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT THE NATIONAL DEMOCRATIC CLUB INC 30 IVY STREET SE WASHINGTON DC 20003 530233594 501(C)(7) 10000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT THE PEREGRINE FUND INC 5668 W FLYING HAWK LANE BOISE ID 83709 231969973 501(C)(3) 15000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT THE PERMITTING INSTITUTE 1307 NEW YORK AVENUE NW SUITE 602 WASHINGTON DC 20005 861659330 501(C)(6) 37500 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT US NAVY MEMORIAL FOUNDATION 701 PENNSYLVANIA AVE NW WASHINGTON DC 20004 521104476 501(C)(3) 6000 0 N/A N/A CORPORATE RESPONSIBILITY UNITED STATES CONFERENCE OF MAYORS 1620 EYE STREET NW SUITE 400 WASHINGTON DC 20006 530196642 501(C)(3) 55000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT UNITED STATES HISPANIC CHAMBER OF COMMERCE 750 17TH STREET NW SUITE 825 WASHINGTON DC 20006 431249249 501(C)(6) 35417 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT WASHINGTON HUMANE SOCIETY 71 OGLETHORPE STREET NW WASHINGTON DC 20011 530219724 501(C)(3) 5900 0 N/A N/A CORPORATE RESPONSIBILITY WASHINGTON STATE SOCIETY PO BOX 77531 WASHINGTON DC 20013 526075803 501(C)(7) 6000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT WASHINGTON TENNIS & EDUCATION FOUNDATION 200 STODDERT PLACE SE WASHINGTON DC 20019 526046504 501(C)(3) 13500 0 N/A N/A CORPORATE RESPONSIBILITY WESTERN CONFERENCE OF PUBLIC SERVICE COMMISIONERS INC 1101 VERMONT AVENUE NW SUITE 200 WASHINGTON DC 20005 455529620 501(C)(3) 12000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT WESTERN GOVERNORS ASSOCIATION 1700 BROADWAY SUITE 500 DENVER CO 80290 840747227 SECTION 115 13125 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT WOMEN'S ENERGY SUMMIT PO BOX 31045 CHICAGO IL 60631 475309525 501(C)(3) 10000 0 N/A N/A CONTRIBUTION/PROGRAM SUPPORT 59 42 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. X X X X 1 1 X X X X X 1 1 0 THOMAS KUHN PRESIDENT AND CEO 1202323 0 1329420 0 3065283 0 8764772 0 38820 0 14400618 0 1639066 0 DANNY BROUILLETTE PRESIDENT AND CEO ELECT 448000 0 2500000 0 2322 0 252000 0 1765 0 3204087 0 0 0 BRIAN WOLFF CSO & EVP, PUB POLICY & EXT AFFAIRS 900757 0 577000 0 13398 0 688557 0 13407 0 2193119 0 0 0 PHILIP MOELLER EVP, BUSINESS OPS & REG AFFAIRS 747207 0 408000 0 9628 0 180260 0 37041 0 1382136 0 0 0 RICHARD MCMAHON SVP ENERGY SUPPLY/FINANCE, CHIEF ESG 479448 0 200000 0 9536 0 497504 0 25486 0 1211974 0 0 0 JOHN SCHLENKER CFO & TREASURER (UNTIL 12/23) 319538 0 138000 0 398259 0 208601 0 29223 0 1093621 0 0 0 EMILY FISHER EVP CLEAN ENERGY, GEN COUNSEL & SECR 540088 0 263000 0 4561 0 131732 0 17291 0 956672 0 0 0 SCOTT AARONSON SVP, SECURITY & PREPAREDNESS 388207 0 169000 0 4208 0 75970 0 33585 0 670970 0 0 0 STEPHANIE VOYDA SVP, COMMS & MEMBER ENGAGEMENT 387840 7915 158760 3240 5772 118 37364 763 24411 498 614147 12534 0 0 ERIC GREY VP, GOVERNMENT RELATIONS 304708 0 178000 0 1747 0 66090 0 35072 0 585617 0 0 0 LAWRENCE JONES SVP, INTERNATIONAL PROGRAMS 328038 0 141000 0 5528 0 55130 0 31093 0 560789 0 0 0 COURTNEY PETERSON VP, CHRO & CHIEF DIVERSITY OFFICER 337868 0 145000 0 6031 0 46280 0 18970 0 554149 0 0 0 PHILIP DION SVP, CUSTOMER SOLUTIONS 327067 0 50000 0 43470 0 29000 0 26293 0 475830 0 0 0 SADEGH RAZEGHI CIO (UNTIL 10/23) 213198 0 39300 0 190684 0 0 0 1791 0 444973 0 0 0 KRISTINE TELFORD EXECUTIVE DIRECTOR, EXTERNAL AFFAIRS 243810 0 92000 0 4644 0 39620 0 23721 0 403795 0 0 0 JOHN ANDERSON EXECUTIVE DIRECTOR, EWAC 236986 0 43900 0 8743 0 34556 0 33213 0 357398 0 0 0 ANDREA KOCH SENIOR DIRECTOR, RELIABILITY POLICY 238222 0 59100 0 1787 0 35376 0 20836 0 355321 0 0 0 ROBERT MICHEL MANAGING DIR, EMPLOYMENT TESTING 268045 0 39800 0 2059 0 17901 0 20265 0 348070 0 0 0 SHELBY LINTON-KEDDIE EXEC DIR, REG AFFAIRS (UNTIL 10/23) 205802 0 90000 0 14595 0 17900 0 11262 0 339559 0 0 0 ERIC HOLDSWORTH MANAGING DIR, CLEAN ENERGY & ENVIRON 259717 0 37700 0 4498 0 13325 0 661 0 315901 0 0 0 LISA WOOD VP, CUSTOMER SOLUTIONS (UNTIL 3/23) 69962 7774 116100 12900 14528 1614 57463 6385 2798 311 260851 28984 0 0 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 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. THOMAS ALVA EDISON FOUNDATION 701 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 522106274 SCIENTIFIC/EDUCATION DC 501(C)(3) LINE 7 EDISON ELECTRIC INSTITUTE INC 1 CENTER FOR ENERGY WORKFORCE DEVELOPMENT 701 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 204504014 EDUCATION DC 501(C)(3) LINE 12A, I EDISON ELECTRIC INSTITUTE INC 1 EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY 701 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 521660737 RETIREE MEDICAL AND LIFE INSURANCE BENEFITS DC 501(C)(9) EDISON ELECTRIC INSTITUTE INC 1 0 1 0 0 0 0 1 0 0 0 0 0 0 1 1 0 1 1 0 CENTER FOR ENERGY WORKFORCE DEVELOPMENT B 132523 CASH CENTER FOR ENERGY WORKFORCE DEVELOPMENT N 131414 FMV CENTER FOR ENERGY WORKFORCE DEVELOPMENT O 823247 FMV CENTER FOR ENERGY WORKFORCE DEVELOPMENT R 172385 CASH THOMAS ALVA EDISON FOUNDATION N 183022 FMV THOMAS ALVA EDISON FOUNDATION O 653651 FMV THOMAS ALVA EDISON FOUNDATION R 1340329 CASH