ELECTRIC POWER RESEARCH INSTITUTE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ELECTRIC POWER RESEARCH INSTITUTE INC (EIN 23-7175375)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201242289349303079
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T14:50:04-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CALIFORNIA STREET SUITE 2300 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237175375 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Electric Power Research Institute Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % EPRI FINANCE DIVISION | InCareOfName |
| Name Control | ELEC | NameControl |
| Phone | 6508552000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3420 Hillview Avenue | AddressLine1 |
| City | Palo Alto | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAMELA J KEEFE | Name |
| Title | VP, CFO AND TREASURER | Title |
| Date Signed | 2012-08-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4159863900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Michael W Howard | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3420 Hillview Avenue | AddressLine1 |
| City | Palo Alto | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 368317233 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.EPRI.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | See Schedule O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 916 | TotalNbrEmployees |
| Total Gross UBI | 33171437 | TotalGrossUBI |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 361989545 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 360794351 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2184194 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1103001 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 23572057 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6035486 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 387745796 | TotalRevenuePriorYear |
| Total Revenue Current Year | 367932838 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1394756 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2082370 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 129555197 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 133617686 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 211064586 | OtherExpensePriorYear |
| Other Expenses Current Year | 223079834 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 342014539 | TotalExpensesPriorYear |
| Total Expenses Current Year | 358779890 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 45731257 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 9152948 | RevenuesLessExpensesCY |
| Total Assets BOY | 263415220 | TotalAssetsBOY |
| Total Assets EOY | 284161545 | TotalAssetsEOY |
| Total Liabilities BOY | 221988497 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 233582444 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 41426723 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 50579101 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 268271827 | Expense |
| Grants | 2082370 | Grants |
| Revenue | 362796528 | Revenue |
| Description | See Schedule O | Description |
| Total Program Service Expense | 268271827 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 501 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 916 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | JA | NameOfForeignCountry |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | EPRI FINANCE DIVISION | NamePerson |
| Telephone Number | 6508552000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3420 HILLVIEW AVENUE | AddressLine1 |
| City | Palo Alto | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (62 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| THEODORE F CRAVER JR | ||||||||
| CHAIRMAN OF THE BOARD | 1.0 | X | X | 0 | 0 | 0 | ||
| NICHOLAS K AKINS | ||||||||
| VICE CHAIRMAN | 1.0 | X | X | 0 | 0 | 0 | ||
| GERARD M ANDERSON | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| KENNETH J ANDERSON | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JAY APT | ||||||||
| DIRECTOR | 1.0 | X | 6500 | 0 | 0 | |||
| PATRICK R ATKINS | ||||||||
| DIRECTOR | 1.0 | X | 7250 | 0 | 0 | |||
| YVES BAMBERGER | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JOHN A BOHN | ||||||||
| DIRECTOR | 1.0 | X | 1500 | 0 | 0 | |||
| W TERRY BOSTON | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| CAREN BYRD | ||||||||
| DIRECTOR | 1.0 | X | 1150 | 0 | 0 | |||
| DAVID CAMPBELL | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JORGE CARRASCO | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DANIEL F COLE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| PAT K COLLAWN | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ERROL B DAVIS JR | ||||||||
| DIRECTOR | 1.0 | X | 1500 | 0 | 0 | |||
| BENJAMIN G S FOWKE III | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| W GARY GATES | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| KIMBERLY S GREENE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JAMES Y KERR II | ||||||||
| DIRECTOR | 1.0 | X | 750 | 0 | 0 | |||
| JONG-SHIN KIM | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| GALE E KLAPPA | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| CONSTANCE H LAU | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| GARY R LEIDICH | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| STEPHEN J LENNON | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JEFFREY J LYASH | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DENIS P O'BRIEN | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| GIL C QUINIONES | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DAVID SAGGAU | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| MARK T SAVOFF | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS A SMITH | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS R STANDISH | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ANTHONY J TOPAZI | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| STEPHEN J WRIGHT | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| MICHAEL H DWORKIN | ||||||||
| DIRECTOR CY PT | 1.0 | X | 5750 | 0 | 0 | |||
| RICHARD C KELLY | ||||||||
| DIRECTOR CY PT | 1.0 | X | 0 | 0 | 0 | |||
| YAKOUT MANSOOR | ||||||||
| DIRECTOR CY PT | 1.0 | X | 0 | 0 | 0 | |||
| ERNEST J MONIZ | ||||||||
| DIRECTOR CY PT | 1.0 | X | 750 | 0 | 0 | |||
| RICHARD H SILVERMAN | ||||||||
| CHAIRMAN OF THE BOARD CYPT | 1.0 | X | X | 0 | 0 | 0 | ||
| ICHIRO TAKEKURO | ||||||||
| DIRECTOR CYPT | 1.0 | X | 0 | 0 | 0 | |||
| MICHAEL W HOWARD | ||||||||
| PRESIDENT AND CEO | 40.0 | X | 924500 | 0 | 628888 | |||
| HENRY A COURTRIGHT | ||||||||
| SVP MEMBER AND EXTRN RELATION | 40.0 | X | 645812 | 0 | 298354 | |||
| NORMA FORMANEK | ||||||||
| SVP GEN COUNSEL AND INST GOV | 40.0 | X | 541925 | 0 | 263710 | |||
| CHRISTIAN B LARSEN | ||||||||
| SVP OPERATIONS AND INTERIM CFO | 40.0 | X | 371745 | 0 | 300188 | |||
| ARSHAD MANSOOR | ||||||||
| SVP RESEARCH AND DVPMT | 40.0 | X | 546166 | 0 | 399550 | |||
| C THOMAS ALLEY JR | ||||||||
| VP GENERATION | 40.0 | X | 354026 | 0 | 206083 | |||
| SALVADOR A CASENTE JR | ||||||||
| VP LEGAL ASST CORP SECRETARY | 40.0 | X | 400329 | 0 | 186640 | |||
| ROBERT N CHAPMAN | ||||||||
| VP TECHNICAL ADVISORY SVCS | 40.0 | X | 415040 | 0 | 207770 | |||
| BRYAN J HANNEGAN | ||||||||
| VP ENVIR AND RENEWABLE ENERGY | 40.0 | X | 473410 | 0 | 220235 | |||
| MARK MCGRANAGHAN | ||||||||
| VP POWER DELIVERY AND UTIL | 40.0 | X | 361712 | 0 | 202475 | |||
| DENNIS J MURPHY | ||||||||
| VP MARKETING | 40.0 | X | 417101 | 0 | 202464 | |||
| CAROLYN SHOCKLEY | ||||||||
| VP HUMAN RESOURCES | 40.0 | X | 472224 | 0 | 250179 | |||
| NEIL M WILMSHURST | ||||||||
| VP NUCLEAR | 40.0 | X | 430442 | 0 | 247497 | |||
| STEVEN T YAMAMOTO | ||||||||
| CFO AND TREASURER CYPT | 40.0 | X | 501045 | 0 | 30173 | |||
| NORRIS S HIROTA | ||||||||
| DIRECTOR GENERATION | 40.0 | 340481 | 0 | 159743 | X | |||
| GEORGE R OFFEN | ||||||||
| SR. TECHNICAL EXECUTIVE | 40.0 | 332676 | 0 | 146766 | X | |||
| TUAN NGUYEN | ||||||||
| DIR OF OPERATIONS & CIO | 40.0 | 320216 | 138960 | X | ||||
| MICHAEL MILLER | ||||||||
| DIRECTOR ENVIRONMENT | 40.0 | 331309 | 0 | 154376 | X | |||
| DAVID STEININGER | ||||||||
| SR. TECHNICAL EXECUTIVE | 40.0 | 291911 | 0 | 90901 | X | |||
| STEVEN R SPECKER | ||||||||
| PRESIDENT AND CEO | 534949 | 0 | 3480 | X | ||||
| DAVID J MODEEN | ||||||||
| DIRECTOR EXTERNAL AFFAIRS | 40.0 | 379225 | 0 | 166390 | X | |||
| CLARK W GELLINGS | ||||||||
| EPRI FELLOW | 40.0 | 363207 | 0 | 157751 | X | |||
| ROSA L YANG | ||||||||
| SENIOR TECHNICAL EXECUTIVE | 40.0 | 375305 | 0 | 168247 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 10149906 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 4830820 | TotalOtherCompensation |
| Number Individuals GT100 K | 452 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country |
|---|---|---|---|---|---|---|---|---|---|
| ABB INC | |||||||||
| 100 DISTRIBUTION CIRCLE | MOUNT PLEASANT | PA | 15666 | CONTRACT R&D | 7215500 | ||||
| CONTINUUM DYNAMICS INC | |||||||||
| JAMES FORRESTAL CAMPUS BUILDING 9A | PRINCETON | NJ | 08543 | CONTRACT R&D | 5655762 | ||||
| SOUTHERN COMPANY SERVICES INC | |||||||||
| 270 PEACHTREE STREET | ATLANTA | GA | 30308 | CONTRACT R&D | 5222813 | ||||
| EDF ELECTRICITE DE FRANCE | |||||||||
| CONTRACT R&D | 4999515 | 1 AVENUE DU GENERAL DE GAULLE | CLAMART CEDEX | 0 | FR | ||||
| ADVANCED RESOURCES INTERNATIONAL I | |||||||||
| 4501 FAIRFAX DRIVE SUITE 910 | ARLINGTON | VA | 22203 | CONTRACT R&D | 4400089 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 385 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEMBERSHIP FEE REVENUE | 541900 | 179054226 | 166095363 | 12958863 |
| SUPPLEMENTAL FUNDING | 541900 | 172321644 | 161527551 | 10794093 |
| BILLABLE SERVICES | 541900 | 9418481 | 9418481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 360794351 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1183295 | TotalRevenueColumn |
| Exclusion | $1,183,295 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2248416 | TotalRevenueColumn |
| Exclusion | $2,248,416 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2088994 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 304101 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1784893 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1784893 | TotalRevenueColumn |
| Exclusion | $1,784,893 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7443 | Securities |
| Other | 72851 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -7443 | Securities |
| Other | -72851 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -80294 | TotalRevenueColumn |
| Exclusion | -$80,294 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SALE OF R&D REPORTS | 900099 | 1264832 | 1264832 |
| OTHER INCOME | 900099 | 737345 | 737345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2002177 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 367932838 | TotalRevenueColumn |
| Related Or Exempt Function Income | 329625091 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 33171437 | UnrelatedBusinessRevenue |
| Exclusion | $5,136,310 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2004762 | Total |
| Program Services | 2004762 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23840 | Total |
| Program Services | 23840 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53768 | Total |
| Program Services | 53768 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8059181 | Total |
| Management And General | 8059181 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27596 | Total |
| Management And General | 27596 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87474317 | Total |
| Program Services | 47561047 | ProgramServices |
| Management And General | 39913270 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10767742 | Total |
| Program Services | 5995473 | ProgramServices |
| Management And General | 4772269 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20898794 | Total |
| Program Services | 11656553 | ProgramServices |
| Management And General | 9242241 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6390056 | Total |
| Program Services | 3557980 | ProgramServices |
| Management And General | 2832076 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1370581 | Total |
| Program Services | 77393 | ProgramServices |
| Management And General | 1293188 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115974 | Total |
| Management And General | 115974 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24113 | Total |
| Management And General | 24113 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235176 | Total |
| Management And General | 235176 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 706277 | Total |
| Management And General | 706277 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14691796 | Total |
| Program Services | 13878140 | ProgramServices |
| Management And General | 813656 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3570329 | Total |
| Management And General | 3570329 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3737258 | Total |
| Program Services | 3505480 | ProgramServices |
| Management And General | 231778 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12712366 | Total |
| Program Services | 9322406 | ProgramServices |
| Management And General | 3389960 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7279006 | Total |
| Program Services | 6425842 | ProgramServices |
| Management And General | 853164 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3846055 | Total |
| Program Services | 180018 | ProgramServices |
| Management And General | 3666037 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7457367 | Total |
| Program Services | 6994875 | ProgramServices |
| Management And General | 462492 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 485686 | Total |
| Management And General | 485686 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| R&D EXPENSES | 155062770 | 155062770 | |
| CONSULTING | 3969087 | 3969087 | |
| TELEPHONE | 2371132 | 2371132 | |
| PRINTING & PUBLICATIONS | 1198751 | 974112 | 224639 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4246110 | Total |
| Program Services | 997368 | ProgramServices |
| Management And General | 3248742 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 358779890 | Total |
| Program Services | 268271827 | ProgramServices |
| Management And General | 90508063 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25353430 | BOY |
| EOY | 13819874 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108673620 | BOY |
| EOY | 136735799 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45372259 | BOY |
| EOY | 40148412 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11448282 | BOY |
| EOY | 6773331 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 114436778 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 70301241 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36373023 | BOY |
| EOY | 44135537 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34405250 | BOY |
| EOY | 40768559 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1789356 | BOY |
| EOY | 1780033 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 263415220 | BOY |
| EOY | 284161545 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64612212 | BOY |
| EOY | 63652574 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139715882 | BOY |
| EOY | 152205511 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17660403 | BOY |
| EOY | 17724359 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221988497 | BOY |
| EOY | 233582444 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41426723 | BOY |
| EOY | 50579101 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41426723 | BOY |
| EOY | 50579101 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 263415220 | BOY |
| EOY | 284161545 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 9152948 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -570 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 286869604 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 307352469 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 347282315 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 361989545 | CurrentTaxYearMinus1Year |
| Current Tax Year | 360794350 | CurrentTaxYear |
| Total | 1664288283 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 286869604 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 307352469 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 347282315 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 361989545 | CurrentTaxYearMinus1Year |
| Current Tax Year | 360794350 | CurrentTaxYear |
| Total | 1664288283 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 95552709 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 118015256 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 115756636 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 115845139 | CurrentTaxYearMinus1Year |
| Current Tax Year | 121175441 | CurrentTaxYear |
| Total | 566345181 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 95552709 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 118015256 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 115756636 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 115845139 | CurrentTaxYearMinus1Year |
| Current Tax Year | 121175441 | CurrentTaxYear |
| Total | 566345181 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1097943102 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11035502 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7899095 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6502035 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23624183 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5520706 | CurrentTaxYear |
| Total | 54581521 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11035502 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7899095 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6502035 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23624183 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5520706 | CurrentTaxYear |
| Total | 54581521 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1448974 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2085030 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1276315 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1448243 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2002177 | CurrentTaxYear |
| Total | 8260739 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 299354080 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 317336594 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 355060665 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 387061971 | CurrentTaxYearMinus1Year |
| Current Tax Year | 368317233 | CurrentTaxYear |
| Total | 1727130543 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.63570 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.62992 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03160 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04245 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | Line 2: Beginning with the redesigned 2008 Form 990, EPRI is reporting its membership dues as gross receipts. These payments are made in connection with the performance of tax exempt scientific research in the public interest, which by definition also incidentally benefits EPRI members who may in certain circumstances have a direct and immediate benefit from such research. The research results may also in certain circumstances have a more direct benefit to the EPRI members than to the general public contemplated within Treasury Regulation Section 1.509(a)-3(g)(2). Line 12: Other income includes income from previously published scientific research reports and software available for sale to the general public and income from related scientific research activities conducted by EPRI in the public interest. | GeneralExplanation |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 24113 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 24113 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 268247714 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 268271827 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 79694 | CurrentYearMinus3 |
| Current Year Minus2 | 44668 | CurrentYearMinus2 |
| Current Year Minus1 | 10262 | CurrentYearMinus1 |
| Current Year | 24113 | CurrentYear |
| Total | 158737 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2293299 | OtherCostOrOtherBasis |
| Book Value | 2293299 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 59429338 | OtherCostOrOtherBasis |
| Depreciation | 36855538 | Depreciation |
| Book Value | 22573800 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4346085 | OtherCostOrOtherBasis |
| Depreciation | 3410120 | Depreciation |
| Book Value | 935965 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24240313 | OtherCostOrOtherBasis |
| Depreciation | 15502154 | Depreciation |
| Book Value | 8738159 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24127743 | OtherCostOrOtherBasis |
| Depreciation | 14533429 | Depreciation |
| Book Value | 9594314 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 44135537 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LONG TERM INVESTMENTS | Description |
| Book Value | 40768559 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 40768559 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED POST RETIREMENT BENEFITS | $12,709,194 |
| DEPOSIT ACCOUNTS | $5,002,009 |
| RETENTION PAYABLE - LONG TERM | $13,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 17724359 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule D, Part X, Line 2: | Identifier |
| Explanation | EPRI adopted FIN48 (codified as ASC740) in 2009. The adoption in 2009 did not have a material impact on the EPRI financial statements. There was no change in 2010 or 2011. As a result, the financial statements do not have a FIN48 liability recorded and a footnote for FIN48 was not required. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (15 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | R&D PROJECT | 2351381 |
| Europe (Including Iceland and Greenland) | 0 | 1 | Program Services | R&D PROJECT | 17445492 |
| Middle East and North Africa | 0 | 0 | Program Services | R&D PROJECT | 49248 |
| North America | 0 | 0 | Program Services | R&D PROJECT | 3437215 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | R&D PROJECT | 14000 |
| South America | 0 | 0 | Program Services | R&D PROJECT | 50605 |
| Sub-Saharan Africa | 0 | 0 | Program Services | R&D PROJECT | 30274 |
| North America | 0 | 0 | Grantmaking | SPONSORSHIP | 51768 |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | sponsorship | 2000 |
| East Asia and the Pacific | 0 | 0 | Unrelated Trade or Business | 593091 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Unrelated Trade or Business | 2044664 | |
| North America | 0 | 0 | Unrelated Trade or Business | 25885 | |
| East Asia and the Pacific | 0 | 0 | Investments | 10969414 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | 34970561 | |
| North America | 0 | 0 | Investments | 11679780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 83715378 | SubtotalAmountSpent |
| Total Amount Spent | 83715378 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| North America | CONTRIBUTION | 30268 | WIRE |
| North America | CONTRIBUTION | 20000 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 2 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| HONORARIUM FOR SPEAK AT SWITCHING & RELIAB CONF | Sub-Saharan Africa | 1 | 2000 | WIRE |
| HONORARIUM FOR SPEAK AT GLOBAL CLIMATE CHNG SEM | North America | 1 | 1500 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | true | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Monitoring the Use of Grant Funds Outside of the United States | Identifier |
| Return Reference | Schedule F, Part I, Line 2: | ReturnReference |
| Explanation | EPRI occasionally makes grants to other institutions when doing so is consistent with and furthers EPRI's charitable purpose. Grants are made only to entities which are well known to EPRI and after appropriate due diligence. The permitted uses of the granted funds are spelled out to the grantee and EPRI typically receives reports, technical papers, conference and similar materials demonstrating the appropriate use of the granted funds. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (24 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR SUSTAINABLE ENERGY LLC | |||||||
| 1617 COLE BLVD | GOLDEN | CO | 80401 | 261939342 | 501(c)(3) | 50000 | CONTRIBUTION |
| AMERICAN COUNCIL ON RENEWABLE ENERGY | |||||||
| 1600 K STREET NW | WASHINTON DC | DC | 20006 | 522353661 | 501(c)(3) | 50000 | Contribution |
| ARIZONA STATE UNIVERSITY | |||||||
| 577 ENGINEERING RSRCH CTR | TEMPE | AZ | 85287 | 860196696 | 115 | 155443 | Contribution |
| BATELLE ENERGY ALLIANCE LLC | |||||||
| 2525 N FREMONT AVE | IDAHO FALLS | ID | 83415 | 680588324 | 501(c)(3) | 20000 | Contribution |
| BIOELECTROMAGNETICS SOCIETY | |||||||
| 2412 COBBLESTONE WAY | FREDERICK | MD | 21702 | 510229774 | 501(c)(3) | 10000 | Contribution |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVE | PITTSBURGH | PA | 15213 | 250969449 | 501(c)(3) | 218793 | Contribution |
| FOREST TRENDS ASSOCIATION | |||||||
| 1050 POTOMAC ST NW | WASHINTON DC | DC | 20007 | 522135531 | 501(c)(3) | 30000 | Contribution |
| GEORGIA TECH FOUNDATION INC | |||||||
| 777 ATLANTIC DRIVE NW | ATLANTA | GA | 30332 | 586043294 | 501(c)(3) | 61000 | Contribution |
| GORDON RESEARCH CONFERENCES | |||||||
| 512 LIBERTY LANE | WEST KINGSTON | RI | 02892 | 050300482 | 501(c)(3) | 7000 | Contribution |
| HARVARD UNIVERSITY | |||||||
| 29 OXFORD STREET | CAMBRIDGE | MA | 02138 | 530199180 | 501(c)(3) | 10000 | Contribution |
| MICHIGAN TECH FUND | |||||||
| 1400 TOWNSEND DRIVE | HOUGHTON | MI | 49930 | 381554664 | 501(c)(3) | 15000 | Contribution |
| MRIGLOBAL | |||||||
| 425 VOLKER BLVD | KANSAS CITY | MO | 64110 | 440545878 | 501(c)(3) | 100000 | Contribution |
| RESOURCES FOR THE FUTURE INC | |||||||
| 1616 P STREET NW | WASHINTON DC | DC | 20036 | 530220900 | 501(c)(3) | 25000 | Contribution |
| SOUTHWEST RESEARCH INSTITUTE | |||||||
| 6220 CULEBRA ROAD | SAN ANTONIO | TX | 78238 | 741070544 | 501(c)(3) | 12500 | Contribution |
| STANFORD UNIVERSITY | |||||||
| TERMAN ENG CTR | STANFORD | CA | 94305 | 941156365 | 501(c)(3) | 466356 | Contribution |
| THE TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| 2950 BROADWAY | NEW YORK | NY | 10027 | 135598093 | 501(c)(3) | 30800 | Contribution |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | 952872494 | 501(c)(3) | 450000 | Contribution |
| UNIVERSTIY OF ILLINOIS AT URBANA-CHAMPAIGN | |||||||
| 1901 SOUTH FIRST STREET | CHAMPAIGN | IL | 61820 | 376000511 | 501(c)(3) | 13522 | CONTRIBUTION |
| UNIVERSITY OF KENTUCKY | |||||||
| 301 PETERSON SRV BLDG | LEXINGTON | KY | 40506 | 616033693 | 501(c)(3) | 50000 | CONTRIBUTION |
| UNIVERSITY OF MINNESOTA | |||||||
| 2221 UNIV AVE SE | MINNEAPOLIS | MN | 55414 | 416007513 | 115 | 66668 | CONTRIBUTION |
| UNIVERSTIY OF NORTH DAKOTA | |||||||
| 15 NORTH 23RD ST | FGRAND FORKS | ND | 58202 | 456002491 | 501(c)(3) | 25000 | CONTRIBUTION |
| UNIVERSITY OF TENNESSEE | |||||||
| 118 PERKINS HALL | KNOXVILLE | TN | 37996 | 626001636 | 115 | 50000 | CONTRIBUTION |
| UNIVERSITY OF WEST FLORIDA | |||||||
| 11000 UNIVERSITY PKWY | PENSACOLA | FL | 32514 | 596166292 | 501(c)(3) | 10000 | CONTRIBUTION |
| UTILITY ARBORIST ASSICIATES INC | |||||||
| 2101 WEST PARK COURT | CHAMPAIGN | IL | 61821 | 371404021 | 501(c)(3) | 43940 | CONTRIBUTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 24 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| HONORARIUM FOR PARTICIP. ON SCIENTIFIC ADV COMM | 3 | 3000 |
| HONORARIUM FOR SPEAKING AT EPRI N2O OFFSETS WRKSHP | 1 | 1000 |
| HONORARIUM FOR SPEAK AT SWITCHING & RELIAB CONF | 1 | 2000 |
| HONORARIUM FOR SPEAK AT GLOBAL CLIMATE CHNG SEM | 2 | 3000 |
| HONORARIUM FOR INPUT TO UNDRGRND DIST SYS MANUAL | 2 | 10000 |
| HOUSING STIPEND FOR INTERN | 1 | 3840 |
| HONORARIUM FOR REVIEWING DATA TAPES | 1 | 1000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Monitoring the Use of Grant Funds in the United States | Identifier |
| Return Reference | Schedule I, Part I, Line 2: | ReturnReference |
| Explanation | EPRI occasionally makes grants to other institutions when doing so is consistent with and furthers EPRI's charitable purpose. Grants are made only to entities which are well known to EPRI and after appropriate due diligence. The permitted uses of the granted funds are spelled out to the grantee and EPRI typically receives reports, technical papers, conference and similar materials demonstrating the appropriate use of the granted funds. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (23 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL W HOWARD | |||||||||||||
| 462596 | 0 | 400000 | 0 | 61904 | 0 | 618269 | 0 | 11105 | 0 | 1553874 | 0 | 400000 | 0 |
| HENRY A COURTRIGHT | |||||||||||||
| 327671 | 0 | 280250 | 0 | 37891 | 0 | 289000 | 0 | 9821 | 0 | 944633 | 0 | 280250 | 0 |
| NORMA FORMANEK | |||||||||||||
| 285285 | 0 | 242841 | 0 | 13799 | 0 | 258000 | 0 | 6171 | 0 | 806096 | 0 | 242841 | 0 |
| CHRISTIAN B LARSEN | |||||||||||||
| 300960 | 0 | 63405 | 0 | 7380 | 0 | 293791 | 0 | 6860 | 0 | 672396 | 0 | 63405 | 0 |
| ARSHAD MANSOOR | |||||||||||||
| 298986 | 0 | 229372 | 0 | 17808 | 0 | 394600 | 0 | 5413 | 0 | 946179 | 0 | 229372 | 0 |
| C THOMAS ALLEY JR | |||||||||||||
| 236772 | 0 | 109079 | 0 | 8175 | 0 | 196348 | 0 | 10189 | 0 | 560563 | 0 | 0 | 0 |
| SALVADOR A CASENTE JR | |||||||||||||
| 217932 | 0 | 167214 | 0 | 15183 | 0 | 186640 | 0 | 451 | 0 | 587420 | 0 | 167214 | 0 |
| ROBERT N CHAPMAN | |||||||||||||
| 222694 | 0 | 177076 | 0 | 15270 | 0 | 199100 | 0 | 9122 | 0 | 623262 | 0 | 177076 | 0 |
| BRYAN J HANNEGAN | |||||||||||||
| 254994 | 0 | 198581 | 0 | 19835 | 0 | 211100 | 0 | 9601 | 0 | 694111 | 0 | 198581 | 0 |
| MARK MCGRANAGHAN | |||||||||||||
| 237288 | 0 | 123431 | 0 | 993 | 0 | 197783 | 0 | 5146 | 0 | 564641 | 0 | 0 | 0 |
| DENNIS J MURPHY | |||||||||||||
| 224800 | 0 | 177076 | 0 | 15225 | 0 | 195900 | 0 | 7016 | 0 | 620017 | 0 | 177076 | 0 |
| CAROLYN SHOCKLEY | |||||||||||||
| 254065 | 0 | 198000 | 0 | 20159 | 0 | 241600 | 0 | 9036 | 0 | 722860 | 0 | 198000 | 0 |
| NEIL M WILMSHURST | |||||||||||||
| 252662 | 0 | 170935 | 0 | 6845 | 0 | 241100 | 0 | 6853 | 0 | 678395 | 0 | 170935 | 0 |
| STEVEN T YAMAMOTO | |||||||||||||
| 125799 | 0 | 167166 | 0 | 208080 | 0 | 29383 | 0 | 1072 | 0 | 531500 | 0 | 167166 | 0 |
| STEVEN R SPECKER | |||||||||||||
| 0 | 0 | 525000 | 0 | 9949 | 0 | 0 | 0 | 3480 | 0 | 538429 | 0 | 525000 | 0 |
| DAVID J MODEEN | |||||||||||||
| 238419 | 0 | 139800 | 0 | 1006 | 0 | 160680 | 0 | 6164 | 0 | 546069 | 0 | 137800 | 0 |
| ROSA L YANG | |||||||||||||
| 215394 | 0 | 158509 | 0 | 1402 | 0 | 157537 | 0 | 11162 | 0 | 544004 | 0 | 156509 | 0 |
| CLARK W GELLINGS | |||||||||||||
| 232475 | 0 | 127794 | 0 | 2938 | 0 | 151354 | 0 | 6850 | 0 | 521411 | 0 | 127794 | 0 |
| NORRIS S HIROTA | |||||||||||||
| 215846 | 0 | 123719 | 0 | 916 | 0 | 148208 | 0 | 11986 | 0 | 500675 | 0 | 123719 | 0 |
| GEORGE R OFFEN | |||||||||||||
| 216568 | 0 | 111943 | 0 | 4165 | 0 | 145507 | 0 | 1710 | 0 | 479893 | 0 | 0 | 0 |
| TUAN NGUYEN | |||||||||||||
| 208955 | 110013 | 1248 | 138900 | 509 | 459625 | 0 | |||||||
| MICHAEL MILLER | |||||||||||||
| 210036 | 0 | 119934 | 0 | 1339 | 0 | 143248 | 0 | 11578 | 0 | 486135 | 0 | 0 | 0 |
| DAVID STEININGER | |||||||||||||
| 209866 | 0 | 80734 | 0 | 1311 | 0 | 81766 | 0 | 9585 | 0 | 383262 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Questions Regarding Compensation | Identifier |
| Explanation | Schedule J, Line 1a: First Class Travel: EPRI's CEO and senior vice presidents are required to travel frequently and often for extended periods away from home. To lessen the burden and increase productivity first class travel is allowed and pre-approved for EPRI's CEO and senior vice presidents during periods when the individual is subjected to a heavy travel schedule and extended flight duration. Travel for Companions: EPRI recognizes exceptional employee achievement through an annual award program. EPRI officers and award winners may be reimbursed for companion travel for one guest to attend the annual award ceremony. The travel reimbursement is reported on the employees' Form W-2 as taxable income as required and reported on Schedule J, Part II, Column B, Part iii. Gross-Up Payments: EPRI provides a gross up related to the taxes payable on the additional taxable income reported for the reimbursement of companion travel to attend the annual award ceremony. The following officers received payments for reimbursement of companion travel in 2011. Henry A Courtright $ 375 Charles Thomas Alley Jr $ 772 The following individuals received gross up payments for financial planning services in 2011. Steven R Specker $9,949 Steven T Yamamoto $6,651 Line 4a: Steven T Yamamoto received severance of $174,299 which is reported on his Form W-2 as taxable income as required and reported on Schedule J, Part II, Column B, Part iii. Line 4b: EPRI provides a retirement contribution for its employees based on their compensation. This retirement contribution is usually in the form of an employer contribution to its retirement plans. However, if the calculated retirement contribution exceeds the retirement plan employer contribution limit for the year, the amount of the retirement contribution in excess of the limit is reported on the employees' Form W-2 as taxable income as required and reported on Schedule J, Part II, Column B, Part iii. Michael W Howard $ 46,000 Henry A Courtright $ 20,507 Norma G Formanek $ 12,450 Arshad Mansoor $ 12,387 Bryan J Hannegan $ 4,868 Carolyn R Shockley $ 4,956 Neil M Wilmshurst $ 1,719 Line 7: Officers, as well as employees, are eligible for incentive awards based on EPRI's results against Corporate Goals and each individual's performance and contribution toward achieving those goals. Incentive awards are strongly tied to both corporate and individual performance. Incentive awards are determined based as a percentage of base salary and are considered in the determination by EPRI of a total reasonable compensation package. The EPRI Board approves incentive payments for all officers. SCHEDULE J, PART II: Officers, Directors, Trustees, Key Employees, and Highest Comp. Employees As required by the Form 990 instructions Column B(ii) includes the prior year at-risk incentive accrued benefit actually paid in 2011. This amount is also reported in Column F. In addition, the current year accrual of an at-risk incentive benefit is included in Column C. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | DR JAY APT | NameOfInterestedPerson |
| Relationship With Organization | BOARD DIRECTOR | RelationshipWithOrganization |
| Amount Of Grant | 218793 | AmountOfGrant |
| Type Of Assistance | GRANT CAR MEL | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (40 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| MARK T SAVOFF | |||
| BOARD DIRECTOR | 17039 | SON EMPLOYED BY EPRI | false |
| C THOMAS ALLEY JR | |||
| OFFICER | 10556 | DAUGHTER EMPLOYED BY EPRI | false |
| SEE SCH L PART V FOR FURTHER DETAIL | |||
| INFORMATION ON THE TRANSACTIONS BEL | |||
| THE FOLLOWING ARE PAYMENTS TO EPRI | |||
| AMEREN CORPORATION | |||
| BOARD DIRECTOR | 35000 | FUNDING FOR SERVICES | false |
| AMERICAN ELECTRIC POWER | |||
| BOARD DIRECTOR | 53000 | FUNDING FOR SERVICES | false |
| DUKE ENERGY CORPORATION | |||
| BOARD DIRECTOR | 33362 | FUNDING FOR SERVICES | false |
| EDISON INTERNATIONAL | |||
| BOARD DIRECTOR | 880758 | FUNDING FOR SERVICES | false |
| ELECTRICITE DE FRANCE | |||
| BOARD DIRECTOR | 27500 | FUNDING FOR SERVICES | false |
| ENTERGY CORPORATION | |||
| BOARD DIRECTOR | 243650 | FUNDING FOR SERVICES | false |
| ESKOM | |||
| BOARD DIRECTOR | 134595 | FUNDING FOR SERVICES | false |
| EXELON CORPORATION | |||
| BOARD DIRECTOR | 151500 | FUNDING FOR SERVICES | false |
| KOREA ELECTRIC POWER COMPANY | |||
| BOARD DIRECTOR | 60889 | FUNDING FOR SERVICES | false |
| NORTHEAST UTILITIES | |||
| BOARD DIRECTOR | 29000 | FUNDING FOR SERVICES | false |
| PROGRESS ENERGY | |||
| BOARD DIRECTOR | 264300 | FUNDING FOR SERVICES | false |
| SOUTHERN COMPANY | |||
| BOARD DIRECTOR | 369094 | FUNDING FOR SERVICES | false |
| TENNESSE VALLEY AUTHORITY | |||
| BOARD DIRECTOR | 593987 | FUNDING FOR SERVICES | false |
| TOKYO ELECTRIC POWER COMPANY | |||
| BOARD DIRECTOR | 673977 | FUNDING FOR SERVICES | false |
| XCEL ENERGY INC | |||
| BOARD DIRECTOR | 78923 | FUNDING FOR SERVICES | false |
| SEE SCHEDULE L PART V FOR FURTHER | |||
| DETAILED INFORMATION ON THE TRANSAC | |||
| BELOW THE FOLLOWING ARE PAYMENTS B | |||
| EPRI | |||
| AMEREN CORPORATION | |||
| BOARD DIRECTOR | 218560 | PYMT FOR PUBLIC INTEREST R&D | false |
| AMERICAN ELECTRIC POWER | |||
| BOARD DIRECTOR | 790396 | PYMT FOR PUBLIC INTEREST R&D | false |
| CARNEGIE MELLON UNIVERSITY | |||
| BOARD DIRECTOR | 255913 | PYMT FOR PUBLIC INTEREST R&D | false |
| DUKE ENERGY CORPORATION | |||
| BOARD DIRECTOR | 402727 | PYMT FOR PUBLIC INTEREST R&D | false |
| ELECTRICITE DE FRANCE | |||
| BOARD DIRECTOR | 5003515 | PYMT FOR PUBLIC INTEREST R&D | false |
| ENTERGY CORPORATION | |||
| Board Director | 2786 | PYMT FOR PUBLIC INTEREST R&D | false |
| EXELON CORPORATION | |||
| Board Director | 82167 | PYMT FOR PUBLIC INTEREST R&D | false |
| HAWAIIAN ELECTRIC INDUSTRIES | |||
| Board Director | 567220 | PYMT FOR PUBLIC INTEREST R&D | false |
| KOREAN ELECTRIC POWER COMPANY | |||
| Board Director | 996028 | PYMT FOR PUBLIC INTEREST R&D | false |
| MASSACHUSETTS INSTITUTE OF TECHNOLO | |||
| Board Director | 1111876 | PYMT FOR PUBLIC INTEREST R&D | false |
| NORTHEAST UTILITIES | |||
| Board Director | 120110 | PYMT FOR PUBLIC INTEREST R&D | false |
| PROGRESS ENERGY | |||
| Board Director | 39368 | PYMT FOR PUBLIC INTEREST R&D | false |
| SOUTHERN COMPANY | |||
| Board Director | 5801270 | PYMT FOR PUBLIC INTEREST R&D | false |
| TENNESSEE VALLEY AUTHORITY | |||
| Board Director | 417229 | PYMT FOR PUBLIC INTEREST R&D | false |
| TOKYO ELECTRIC POWER COMPANY | |||
| BOARD DIRECTOR | 10694 | PYMT FOR PUBLIC INTEREST R&D | false |
| XCEL ENERGY INC | |||
| BOARD DIRECTOR | 99000 | PYMT FOR PUBLIC INTEREST R&D | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grants or Assistance Benefitting Interested Persons | Identifier |
| Return Reference | Schedule L, Part III | ReturnReference |
| Explanation | In 2011, EPRI contributed $218,793 to Carnegie Mellon University to support the Carnegie Mellon Electricity Industry Center. This grant may have indirectly benefitted Dr. Jay Apt who is a faculty member of the University. EPRI is filing a protective disclosure of this amount in Schedule L, Part III. Business Transactions Involving Interested Persons Schedule L, Part IV EPRI received payment from the organizations listed in Schedule L, Part IV to conduct services work associated with unrelated business activities. An individual that served as a current or former officer, director, trustee or key employee listed in EPRI's Form 990, Part VII, Section A may have served in a similar position for the listed organizations. All of the listed transactions were on an arms-length basis. EPRI made payment to the organizations listed in Schedule L, Part IV to conduct public interest and supplemental research. An individual that served as a current or former officer, director, trustee or key employee listed in EPRI's Form 990, Part VII, Section A may have served in a similar position for the listed organizations. All of the listed transactions were on an arms-length basis. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Organization's Mission and Most Important Activities | Identifier |
| Return Reference | Form 990, Part I, Line 1 and Part III, Line 1: | ReturnReference |
| Explanation | EPRI conducts research and development relating to generation, delivery and use of electricity for the benefit of the public. An independent, nonprofit organization, EPRI brings together its scientists and engineers as well as experts from academia and industry to help address challenges in electricity, including reliability, efficiency, health, safety and the environment. EPRI also provides technology, policy and economic analyses to drive long-range research and development planning, and supports research in emerging technologies. EPRI's principal offices and laboratories are located in Palo Alto, Calif.; Charlotte, N.C; Knoxville, Tenn.; and Lenox, Mass. Program Service Activity Form 990, Part III, Line 4a: EPRI's mission is to conduct research & development through science and technology with a view of providing benefits to its member's customers and the U.S. public. To accomplish this objective, EPRI develops and manages research and development programs for improving energy generation, delivery and usage. Program service expenses are direct charges to the research programs. Certain indirect expenses are included in the management and general expense category, as EPRI does not separate these expenses for financial accounting purposes. Governance, Management, and Disclosure Form 990, Part VI Line 4: The material changes in the Bylaws were to: (1) Increase the number of directors from 33 to 35 by 2013 through an increase in the number of Class III (international) directors serving on the Board; (2) Allow for service on the Executive Committee by former chairs of the Board who still serve on the Board; (3) Establish that independent power production entities were eligible to be represented on the Board in Class II director positions and made clarifying changes regarding sections including the record dates and procedures for elections of directors. Line 6: EPRI has three classes of members, namely: (a) Class I (1) Any person, firm, agency or corporation owned by the federal government, or by an agency, authority or instrumentality of the federal government, which is engaged to a substantial degree in the production, transmission or distribution of electric power for public use within the United States; (2) Any cooperative association or cooperative corporation which is engaged to a substantial degree in the production, transmission or distribution of electric power for public use within the United States; (3) Any nonfederal governmental or other public agency, authority or instrumentality, or any non-profit corporation, association or other non-profit organization operating pursuant to governmental oversight or regulation, which is engaged to a substantial degree in the production, transmission or distribution of electric power for public use within the United States; (4) Any corporation, association or other organization operating pursuant to governmental oversight or regulation, which is engaged to a substantial degree in operating, maintaining or assuring reliability of systems for the transmission of electric power for public uses within the United States and Canada; or (5) Any governmental or other public agency, authority or instrumentality within the United States which is engaged to a substantial degree in directly funding research and development related to the production, transmission, distribution, sale, and utilization of electric power, including but not limited to, energy efficiency, renewables, and environmental research. (b) Class II (1) Any investor-owned person, firm or corporation which is engaged to a substantial degree in the production, transmission or distribution of electric power for public use within the United States, or any person controlling such person, firm, corporation or other entity; (2) Any person, firm, corporation, or other entity which is engaged to a substantial degree within the United States in the production or sale of electric power and which is not regulated as a public utility, or any person controlling such person, firm or corporation. (c) Class III Any non-United States government agency or person, firm, corporation or other entity regulated as a utility, which is engaged to a substantial degree in the production, transmission or distribution of electric power for public use outside the United States. Line 7a: In 2011, the members of EPRI's Board of Directors were elected and appointed as follows: Class I members may elect seven members of the Board. The Tennessee Valley Authority and the Bonneville Power Administrator may each appoint one member of the Board. Class II members may elect fifteen members of the Board. Class III members may elect four members of the Board. The EPRI Advisory Council may appoint six members of the Board. Line 7b: Members have the power to amend the articles of incorporation and may have other powers conferred by the Nonprofit Corporation Code of the District of Columbia. Line 11b: An external tax firm and EPRI staff work together to gather the required tax information necessary to complete the tax return. The tax firm prepares an initial draft return and reviews the initial draft return with the finance and legal management team; items are discussed and reviewed. Recommended changes are reflected in the return and a draft tax return is prepared. The draft tax return is presented to the Audit Committee for their review and a copy is provided through a secure link to the Board of Directors. The audit committee may question EPRI management and the external tax firm or ask for clarification on any item on the return. After the Committee has reviewed the tax return, the return is filed with the appropriate governing tax authorities. Line 12c: EPRI requires all employees to complete an annual statement disclosing any conflicts of interest and they have a requirement to update the disclosure on an ongoing basis. Line 15a and 15b: Officers' compensation decisions are determined by the Compensation and Benefits Committee of EPRI's Board of Directors, with the exception of determination of compensation levels for the CEO and new officers, which are usually determined by the Executive Committee of the Board of Directors. The Committees obtain and act in reliance upon appropriate comparability and benchmarking data for the officer positions from a nationally recognized independent source to support determinations of fair market value for the services rendered. The Committees vote on officer compensation at their meetings and documents the approval in the minutes. Line 16b: As defined by the Form 990 instructions, a joint venture or similar arrangement (or a "venture or arrangement") means any joint ownership or contractual arrangement through which there is an agreement to jointly undertake a specific business enterprise, investment, or exempt-purpose activity without regard to (1) whether the organization controls the venture or arrangement, (2) the legal structure of the venture or arrangement. EPRI performs services work and other unrelated business activities and reports that work as unrelated business income for appropriate tax treatment. Particular care is taken in structuring business arrangements such as commercialization transactions, strategic alliances, service centers, and other similar arrangements, including obtaining advice early in the process, in order to protect EPRI's tax-exempt status and minimize liability. Line 19: EPRI makes its governing documents, conflict of interest policy, and audited financial statements for the past 3 years available to the public through its own website. Reconciliation of Net Assets Form 990, Part XI Line 5: The other change in net assets or fund balance is an unrealized loss of $570. | Explanation |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Electricity Innovation Institute | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3420 Hillview Avenue | AddressLine1 |
| City | Palo Alto | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770562327 | EIN |
| Primary Activities | DORMANT | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 9 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPRI Solutions Inc | |||||||||||
| 942 Corridor Park | Knoville | TN | 37932 | 770449454 | R&D Applic | DE | NA | C Corp | -18837 | 1910607 | 1.00000 |
| EPRI International Inc | |||||||||||
| 3420 Hillview Avenue | Palo Alto | CA | 94304 | 522357247 | Intl Sales | DE | na | C Corp | 446015 | 5486397 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| EPRI INTERNATIONAL INC | ||
| L | 3846056 | ACTUAL EXPENSE |
| EPRI INTERNATIONAL INC | ||
| K | 112189 | ACTUAL EXPENSE |