2024-11-01T15:38:40-05:00 2023-12-31 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2023-01-01 521209124 NUCLEAR ENERGY INSTITUTE INC NUCL 2027398000 1201 F STREET NW 1100 WASHINGTON DC 20004 ERIN HULTMAN CFO 2027398000 2024-10-31 1 0 MEREDITH BELL P01696827 8042822121 2024-10-31 2023 2024-10-15 13:58:12Z MARIA KORSNICK 1201 F STREET NW 1100 WASHINGTON DC 20004 336186434 0 X WWW.NEI.ORG X 1994 DC NUCLEAR ENERGY INSTITUTE'S (NEI) MISSION IS TO PROMOTE THE USE AND GROWTH OF NUCLEAR ENERGY THROUGH EFFICIENT OPERATIONS AND EFFECTIVE POLICY. 57 54 114 57 0 0 0 1239164 50559011 53302505 1429258 2406750 42191 375977 52030460 57324396 2336755 3417602 0 0 26925518 29007415 0 0 0 16886199 19470404 46148472 51895421 5881988 5428975 89855704 96168880 54909017 46128192 34946687 50040688 THE NUCLEAR ENERGY INSTITUTE (NEI) IS THE POLICY ORGANIZATION FOR THE NUCLEAR ENERGY AND TECHNOLOGIES INDUSTRY AND PARTICIPATES IN BOTH THE NATIONAL AND GLOBAL POLICY-MAKING PROCESS. 0 0 EXTERNAL AFFAIRS - COMMUNICATIONS WITH INDUSTRY, FEDERAL GOVERNMENT, STATE, AND LOCAL POLICY MAKERS, THE MEDIA, OPINION LEADERS, AND THE GENERAL PUBLIC. IMPLEMENTATION OF GOVERNMENT RELATIONS POLICIES, STRATEGIES, AND PLANS APPROVED AND PROMULGATED BY NEI AND ITS MEMBERS. TECHNICAL & REGULATORY SERVICES - COMPREHENSIVE MANAGEMENT AND POLICY DIRECTION AND INDUSTRY COORDINATION FOR THE RESOLUTION OF A BROAD RANGE OF GENERIC TECHNICAL AND REGULATORY ISSUES AFFECTING NUCLEAR POWER. LEGAL - MONITOR REGULATORY ISSUES AFFECTING NUCLEAR POWER. 0 1 0 1 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 96 0 1 114 1 0 0 0 0 1 1 0 1 0 X 57 54 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE INSTITUTE 2027398000 1201 F STREET NW 1100 WASHINGTON DC 20004 KORSNICK MARIA G PRESIDENT & CEO 40.00 0.00 X X 3849931 0 84324 GINSBERG ELLEN SVP & SECRETARY 40.00 1.00 X X 709873 0 76233 HULTMAN ERIN VP, CFO & TREASURER 40.00 1.00 X X 532566 0 56720 LYASH JEFFREY CHAIR 1.00 0.00 X X 0 0 0 BLUE ROBERT VICE CHAIR 1.00 0.00 X X 0 0 0 BAKER MASON DIRECTOR 1.00 0.00 X 0 0 0 BURKE JAMES DIRECTOR 1.00 0.00 X 0 0 0 COOPER KENNETH DIRECTOR 1.00 0.00 X 0 0 0 COWARD ROBERT DIRECTOR 1.00 0.00 X 0 0 0 CRITCHLEY MALCOLM DIRECTOR 1.00 0.00 X 0 0 0 D'AGOSTINO THOMAS DIRECTOR 1.00 0.00 X 0 0 0 DEWITTE JACOB DIRECTOR 1.00 0.00 X 0 0 0 DOMINGUEZ JOSEPH DIRECTOR 1.00 0.00 X 0 0 0 EDLOW JACK DIRECTOR 1.00 0.00 X 0 0 0 FRAGMAN PATRICK DIRECTOR 1.00 0.00 X 0 0 0 FRENZEL ROBERT DIRECTOR 1.00 0.00 X 0 0 0 GEVEDEN REX DIRECTOR 1.00 0.00 X 0 0 0 GITZEL TIMOTHY DIRECTOR 1.00 0.00 X 0 0 0 GRAE SETH DIRECTOR 1.00 0.00 X 0 0 0 GULDNER JEFFREY DIRECTOR 1.00 0.00 X 0 0 0 HARTWICK KEN DIRECTOR 1.00 0.00 X 0 0 0 HOPKINS JOHN DIRECTOR 1.00 0.00 X 0 0 0 HOWANITZ JOHN DIRECTOR 1.00 0.00 X 0 0 0 JUDGE JOHN DIRECTOR 1.00 0.00 X 0 0 0 KENT THOMAS DIRECTOR 1.00 0.00 X 0 0 0 LAUFER MICHAEL DIRECTOR 1.00 0.00 X 0 0 0 LEMPKE MICHAEL DIRECTOR 1.00 0.00 X 0 0 0 LEVESQUE CHRISTOPHER DIRECTOR 1.00 0.00 X 0 0 0 LYONS MARTIN DIRECTOR 1.00 0.00 X 0 0 0 MCCORMICK JOHN DIRECTOR 1.00 0.00 X 0 0 0 MCFARLAND MAC DIRECTOR 1.00 0.00 X 0 0 0 MCGARVEY SEAN DIRECTOR 1.00 0.00 X 0 0 0 MCMANUS MARK DIRECTOR 1.00 0.00 X 0 0 0 NORCIA JERRY DIRECTOR 1.00 0.00 X 0 0 0 ONEID PIERRE DIRECTOR 1.00 0.00 X 0 0 0 PARDEE CHARLES DIRECTOR 1.00 0.00 X 0 0 0 PINKOWSKI ANDREW DIRECTOR 1.00 0.00 X 0 0 0 PONEMAN DANIEL DIRECTOR 1.00 0.00 X 0 0 0 POWELL TIMOTHY DIRECTOR 1.00 0.00 X 0 0 0 REASONER CLEVELAND DIRECTOR 1.00 0.00 X 0 0 0 RENCHECK MICHAEL DIRECTOR 1.00 0.00 X 0 0 0 RENJEL LOUIS DIRECTOR 1.00 0.00 X 0 0 0 ROBUCK KENNETH DIRECTOR 1.00 0.00 X 0 0 0 SCHNOEBELEN KIRK DIRECTOR 1.00 0.00 X 0 0 0 SCHUETZ ROBERT DIRECTOR 1.00 0.00 X 0 0 0 SELL CLAY DIRECTOR 1.00 0.00 X 0 0 0 SENA PETER DIRECTOR 1.00 0.00 X 0 0 0 SILBERG JAY DIRECTOR 1.00 0.00 X 0 0 0 SINGH SUMEET DIRECTOR 1.00 0.00 X 0 0 0 SUCHODOLSKI VICTOR DIRECTOR 1.00 0.00 X 0 0 0 VEXLER AMIR DIRECTOR 1.00 0.00 X 0 0 0 WAGNER JOHN DIRECTOR 1.00 0.00 X 0 0 0 WHITE THOMAS DIRECTOR 1.00 0.00 X 0 0 0 WILEMAN JAY DIRECTOR 1.00 0.00 X 0 0 0 WILLIAMS KATHERINE DIRECTOR 1.00 0.00 X 0 0 0 WILSON PAUL DIRECTOR 1.00 0.00 X 0 0 0 WRIGHT ADAM DIRECTOR 1.00 0.00 X 0 0 0 MARSHALL BEVERLY K VICE PRESIDENT 40.00 0.00 X 389387 0 45378 TRUE DOUGLAS SVP & CHIEF NUCLEAR OFFICER 40.00 0.00 X 847072 0 72588 UHLE JENNIFER VICE PRESIDENT 40.00 0.00 X 473990 0 58961 KOTEK JOHN F SENIOR VICE PRESIDENT 40.00 1.00 X 614962 0 77932 WENTZEL JOHN VICE PRESIDENT 40.00 0.00 X 579283 0 58169 MCINTIRE JOHN D EXECUTIVE DIRECTOR & CIO 40.00 0.00 X 352424 0 80587 RUND JONATHAN DEPUTY GENERAL COUNSEL AND 40.00 0.00 X 349404 0 48575 BONANNO JERRY DEPUTY GENERAL COUNSEL 40.00 0.00 X 354621 0 45066 PERKINS SUSAN SENIOR DIRECTOR 40.00 0.00 X 306898 0 58478 BERRIGAN CAROL EXECUTIVE DIRECTOR 40.00 0.00 X 318126 0 60371 POWERS ROBERT SR. DIR. FED PROG 40.00 0.00 X 324279 0 77574 10002816 0 900956 78 0 1 0 BULLY PULPIT INTERACTIVE LLC 1140 CONNECTICUT AVE WASHINGTON DC 20036 ADVERTISING 949510 INNOVATIVE SERVICE TECHNOLOGY MANAGEMENT 934 GLENWOOD AVENUE ATLANTA GA 30316 OFFICE SERVICES 614401 GRAND HYATT 1000 H STREET NW WASHINGTON DC 20001 CONFERENCE SERVICES 496923 THE WESTIN KIERLAND RESORT & SPA 6902 E GREENWAY PARKWAY SCOTTSDALE AZ 85254 CONFERENCE SERVICES 332243 OSIBEYOND LLC 11921 ROCKVILLE PIKE ROCKVILLE MD 20852 INFORMATION TECHNOLOGY 326547 46 1239164 1239164 MEMBERSHIP 900099 49545633 49545633 CONFERENCES 900099 3053072 3053072 SPONSORSHIP 900099 680000 680000 CONSULTING 900099 23800 23800 53302505 2581226 2581226 60931 57068 3863 3863 3863 278630494 278804970 -174476 -174476 -174476 OTHER REVENUE 900099 298620 298620 COMMISSION INCOME 900099 73494 73494 372114 57324396 53601125 0 2484107 3351253 66349 8960380 14786555 2501991 1485122 1273367 27875 2158471 458549 4135669 813768 1271445 4292286 1481551 3553017 451519 232631 MEMBERSHIP DUES & FEES 545834 OTHER EXPENSES 255612 BAD DEBT EXPENSE -238 NET PERIODIC BENEFIT CO -207585 51895421 2007 42981 10538773 12214982 843232 201142 493660 706912 5215208 3849192 1500242 1366016 50288299 55039470 26189491 26597377 89855704 96168880 15048019 12398709 9862367 4104325 2593717 4327569 27404914 25297589 54909017 46128192 X 34946687 50040688 34946687 50040688 89855704 96168880 X 5428975 4387509 5277518 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 49545633 1253718 -1130983 122735 2477282 -2354547 1 2593717 7194816 5460964 4327569 1 X 1633726 1117791 515935 3581482 2731401 850081 1366016 CASH SURRENDER VALUE OF INSURANCE & 457 PLAN ASSETS 2060787 ROU ASSET 22198215 DEPOSITS 189523 ACCRUED PENSION ASSET 2148852 26597377 LEASE LIABILITY 25298995 INTERCOMPANY PAYABLE -1406 25297589 X 61310424 4387509 4387509 56922915 458549 -57068 401481 57324396 51493941 57068 57068 51436873 458549 458549 51895422 PART IV, LINE 2B: CASH AND CASH EQUIVALENTS - RESTRICTED CONSISTS OF FUNDS HELD FOR OTHERS RELATED TO VOLUNTARY PROGRAMS THE ORGANIZATION ADMINISTERS FOR ITS MEMBERS. THE ORGANIZATION ACTS AS FISCAL AGENT FOR THE PROGRAMS AND HAS NO CONTROL OVER THE DISBURSEMENT OF THE FUNDS; THEREFORE, THE ORGANIZATION DOES NOT RECOGNIZE REVENUE OR EXPENSES IN ITS CONSOLIDATED STATEMENTS OF ACTIVITIES FOR THESE PROGRAMS. FUNDS RECEIVED BY THE ORGANIZATION FOR WHICH DISBURSEMENTS HAVE NOT BEEN PAID ARE PRESENTED AS FUNDS HELD FOR OTHERS IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. PART X, LINE 2: THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. HOWEVER, MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX. THEREFORE, THE ORGANIZATION HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -57,068. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 57,068. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 61349 NORTH AMERICA 0 0 GRANTMAKING 5000 0 0 0 0 0 0 66349 0 66349 EUROPE (INCLUDING ICELAND & GREENLAND) VOLUNTARY CONTRIBUTION TOWARDS ACTIVITIES THAT FURTHER THE SUPPORT OF NEI'S MISSION 61349 WIRE TRANSFER 0 0 1 0 0 0 0 0 0 PART I, LINE 2: CONTRIBUTION AND SPONSORSHIP ACTIVITIES ARE MONITORED INDEPENDENTLY BY NEI MANAGEMENT TO ENSURE PROGRAM ACTIVITIES ARE IN COMPLIANCE WITH NEI POLICES AND MISSION. DOCUMENTATION IS REQUIRED FROM THE 3RD PARTY WHICH OUTLINES THE PURPOSE/USE OF THE FUNDS PRIOR TO PAYMENT. NEI MONITORS THE DONEE ACTIVITIES ON A REGULAR BASIS TO ENSURE THAT NEI'S MISSION ISN'T COMPROMISED. 1 AMERICAN NUCLEAR SOCIETY 555 N KENSINGTON AVE LA GRANGE PARK IL 60526 362386176 501(C)(3) 90000 0 CONTRIBUTION CENTER FOR MILITARY RECRUITMENT ASSESSMENT AND VETERANS EMPLOYMENT (CMRAVE) 815 16TH STREET NW WASHINGTON DC 20006 431972568 501(C)(3) 10000 0 SPONSORSHIP CONGRESSIONAL SPORTSMEN'S FOUNDATION 110 NORTH CAROLINA AVENUE SE WASHINGTON DC 20003 521686163 501(C)(3) 10000 0 CONTRIBUTION CONSERVATIVE CLIMATE FOUNDATION INC 1090 VERMONT AVENUE NW WASHINGTON DC 20005 871881200 501(C)(3) 35000 0 SPONSORSHIP ENERGY INNOVATION REFORM PROJECT 3100 CLARENDON BLVD ARLINGTON VA 22201 461491204 501(C)(3) 10000 0 SPONSORSHIP FOUNDATION FOR NUCLEAR STUDIES 233 PENNSYLVANIA AVE SE WASHINGTON DC 20003 522236921 501(C)(3) 10000 0 SPONSORSHIP HORTON'S KIDS 400 VIRGINIA AVE SW WASHINGTON DC 20024 521755403 501(C)(3) 10000 0 CONTRIBUTION JAMES E CLYBURN RESEARCH AND SCHOLARSHIP FOUNDATION 499 SOUTH CAPITOL ST SW WASHINGTON DC 20003 570976265 501(C)(3) 10000 0 CONTRIBUTION NABTU CONFERENCE FUND 815 16TH STREET NW WASHINGTON DC 20006 591361955 501(C)(3) 17500 0 SPONSORSHIP NATIONAL ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS (NARUC) 1101 VERMONT AVE WASHINGTON DC 20005 530204609 501(C)(4) 35000 0 SPONSORSHIP NATIONAL GOVERNORS ASSOCIATION CENTER FOR BEST PRACTICES 444 NORTH CAPITOL ST WASHINGTON DC 20001 237391796 501(C)(3) 15000 0 SPONSORSHIP NCSLNATIONAL CONFERENCE OF STATE LEGISLATURES 7700 EAST FIRST PLACE DENVER CO 80230 840772595 501(C)(3) 102500 0 SPONSORSHIP NUCLEAR MATTERS 1201 F STREET NW WASHINGTON DC 20004 823863414 501(C)(4) 2000000 0 CONTRIBUTION RESOURCES FOR THE FUTURE 1616 P STREET NW WASHINGTON DC 20036 530220900 501(C)(3) 10000 0 SPONSORSHIP AMERICAN CONSERVATION COALITION INC PO BOX 371 APPLETON WI 54912 823815628 501(C)(3) 10000 0 SPONSORSHIP WYOMING CONGRESSIONAL AWARD COUNCIL 314 EAST 21ST STREET CHEYENNE WY 82001 830264665 501(C)(3) 5500 0 CONTRIBUTION DEMOCRATIC LIEUTENANT GOVERNORS ASSOCIATION 1090 VERMONT AVENUE NW WASHINGTON DC 20005 030457299 501(C)(3) 100000 0 CONTRIBUTION REPUBLICAN ATTORNEYS GENERAL ASSOCIATION 1747 PENNSYLVANIA AVE WASHINGTON DC 20006 464501717 501(C)(3) 100000 0 CONTRIBUTION CENTER FOR ENERGY WORKFORCE DEVELOPMENT 701 PENNSYLVANIA AVE WASHINGTON DC 20004 204504014 501(C)(3) 9000 0 SPONSORSHIP WESTERN CONFERENCE OF PUBLIC SERVICE COMMISSIONERS 1101 VERMONT AVE WASHINGTON DC 20005 455529620 501(C)(3) 5500 0 SPONSORSHIP 19 2 PART I, LINE 2: CONTRIBUTION AND SPONSORSHIP ACTIVITIES ARE MONITORED INDEPENDENTLY BY NEI MANAGEMENT TO ENSURE PROGRAM ACTIVITIES ARE IN COMPLIANCE WITH NEI POLICES AND MISSION. DOCUMENTATION IS REQUIRED FROM THE 3RD PARTY WHICH OUTLINES THE PURPOSE/USE OF THE FUNDS PRIOR TO PAYMENT. NEI MONITORS THE DONEE ACTIVITIES ON A REGULAR BASIS TO ENSURE THAT NEI'S MISSION ISN'T COMPROMISED. 1 X X X X X 0 1 0 KORSNICK MARIA G PRESIDENT & CEO 1454958 0 1440180 0 954793 0 43500 0 40824 0 3934255 0 0 0 TRUE DOUGLAS SVP & CHIEF NUCLEAR OFFICER 534063 0 230602 0 82407 0 43500 0 29088 0 919660 0 0 0 GINSBERG ELLEN SVP & SECRETARY 447085 0 199821 0 62967 0 43500 0 32733 0 786106 0 0 0 KOTEK JOHN F SENIOR VICE PRESIDENT 368042 0 172107 0 74813 0 43500 0 34432 0 692894 0 0 0 WENTZEL JOHN VICE PRESIDENT 361938 0 155766 0 61579 0 43500 0 14669 0 637452 0 0 0 HULTMAN ERIN VP, CFO & TREASURER 363732 0 167952 0 882 0 20475 0 36245 0 589286 0 0 0 UHLE JENNIFER VICE PRESIDENT 302543 0 127650 0 43797 0 43500 0 15461 0 532951 0 0 0 MARSHALL BEVERLY K VICE PRESIDENT 134109 0 231343 0 23935 0 38888 0 6490 0 434765 0 0 0 MCINTIRE JOHN D EXECUTIVE DIRECTOR & CIO 274673 0 73500 0 4251 0 43500 0 37087 0 433011 0 0 0 POWERS ROBERT SR. DIR. FED PROG 276396 0 45909 0 1974 0 43500 0 34074 0 401853 0 0 0 BONANNO JERRY DEPUTY GENERAL COUNSEL 300000 0 50331 0 4290 0 43500 0 1566 0 399687 0 0 0 RUND JONATHAN DEPUTY GENERAL COUNSEL AND 295000 0 50354 0 4050 0 42009 0 6566 0 397979 0 0 0 BERRIGAN CAROL EXECUTIVE DIRECTOR 261514 0 55788 0 824 0 43500 0 16871 0 378497 0 0 0 PERKINS SUSAN SENIOR DIRECTOR 259178 0 42512 0 5208 0 43500 0 14978 0 365376 0 0 0 PART I, LINE 4B SECTION 457(F) PLAN: DOUGLAS TRUE $73,473; JOHN KOTEK $69,541; MARIA KORSNICK $952,021; JON WENTZEL $60,577; JENNIFER UHLE $42,955; ELLEN GINSBERG $57,493. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE WILL REVIEW FORM IN DETAIL WITH AUDITOR. UPON SATISFACTION, THE FULL BOARD WILL RECEIVE A COPY AND WILL BE GIVEN REASONABLE TIME TO REVIEW AND ASK QUESTIONS BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST REPORT ANNUALLY TO CONFIRM THAT THEY UNDERSTAND THE POLICY AND THAT THEY HAVE DISCLOSED ANY CONFLICT OF INTEREST OR APPEARANCE OF CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 SALARIES FOR ALL NEI POSITIONS ARE BENCHMARKED AGAINST INDUSTRY STANDARDS, USING MID-TO-LARGE-SIZED NOT-FOR-PROFIT ORGANIZATIONS AS KEY COMPARATORS. ALL OFFICER POSITIONS ARE EVALUATED AGAINST A COMPENSATION SCORING SYSTEM THAT ENSURES THE SALARY RANGE FOR THE POSITION IS SET RELATIVE TO THE POSITION'S INTERNAL AND EXTERNAL RESPONSIBILITIES. CEO AND OFFICER POSITIONS ARE ALSO BENCHMARKED AGAINST INDUSTRY STANDARDS ANNUALLY USING THE SAME COMPARATOR GROUP AS THE OTHER POSITIONS. THE REVIEW IS PERFORMED BY AN EXTERNAL CONSULTANT WHO PROVIDES RECOMMENDATIONS TO THE ORGANIZATION & COMPENSATION COMMITTEE OF THE NEI EXECUTIVE COMMITTEE. THOSE RECOMMENDATIONS, IF APPROVED BY THE ORGANIZATION & COMPENSATION COMMITTEE, ARE THEN PROVIDED TO THE EXECUTIVE COMMITTEE FOR THE EXECUTIVE COMMITTEE'S FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 NEI DID NOT HAVE A REQUEST FOR DOCUMENTS DURING THE YEAR. NEI WILL MAKE THE DOCUMENTS AVAILABLE UPON REQUEST FOR THE PERIOD AS SET FORTH IN IRC SECTION 6104(D). FORM 990, PART XI, LINE 9: ACTUARIAL CHANGES FOR THE DEFINED BENEFIT AND POST RETIREMENT PLANS 5,277,518. FORM 990, PART XII, LINE 2C: THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR TAX YEAR. NUCLEAR MATTERS 1201 F STREET NW WASHINGTON DC 20004 823863414 SOCIAL WELFARE DC 501(C)(4) NO 0 NUCLEAR ENERGY INSTITUTE FEDERAL POLITICAL ACTION COMMITTEE 1201 F STREET NW WASHINGTON DC 20004 SEPARATE SEGREGATED FUND DC 527 NO 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NUCLEAR MATTERS B 2000000 CASH BASIS