ELECTRIC POWER RESEARCH INSTITUTE INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELECTRIC POWER RESEARCH INSTITUTE INC (EIN 23-7175375)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-02
- IRS object ID
- 202012769349301411
- Schema version
- 2019v5.1
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-02T14:39:49-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CALIFORNIA STREET SUITE 2700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237175375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Electric Power Research Institute Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAMELA J KEEFE | InCareOfNm |
| Business Name Control | ELEC | BusinessNameControlTxt |
| Phone | 6508552000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3420 Hillview Avenue | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA J KEEFE | PersonNm |
| Person Title | SVP CFO & Treasurer | PersonTitleTxt |
| Phone | 6508552000 | PhoneNum |
| Signature | 2020-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | QI WEN LIANG | PreparerPersonNm |
| PTIN | P01270238 | PTIN |
| Phone | 4159863900 | PhoneNum |
| Preparation | 2020-09-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.102.112.213 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94336920202765000009 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-02 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 31F2CC775A50E5BBFB63142B31C55EB72CDC3053 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B7201E889B5261D4FDB5D523CB7956157A58434D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Michael W Howard | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3420 Hillview Avenue | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $741,451,394 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.epri.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO CONDUCT RESEARCH AND DEVELOPMENT RELATING TO GENERATION, DELIVERY AND USE OF ELECTRICITY FOR THE BENEFIT OF THE PUBLIC. (SEE SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 1204 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $43,499,980 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,511,368 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,303 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $412,159,896 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $386,295,799 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,018,436 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,379,865 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,168,488 | PYOtherRevenueAmt |
| CY Other Revenue | $4,365,609 | CYOtherRevenueAmt |
| PY Total Revenue | $421,346,820 | PYTotalRevenueAmt |
| CY Total Revenue | $421,043,576 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,075,829 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,183,319 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $183,413,600 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $194,715,221 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $235,282,128 | PYOtherExpensesAmt |
| CY Other Expenses | $233,310,004 | CYOtherExpensesAmt |
| PY Total Expenses | $419,771,557 | PYTotalExpensesAmt |
| CY Total Expenses | $429,208,544 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,575,263 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,164,968 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $373,859,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $409,964,311 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $198,971,744 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $242,199,995 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $174,888,116 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $167,764,316 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $308,052,262 | ExpenseAmt |
| Grant | $1,183,319 | GrantAmt |
| Revenue | $386,811,953 | RevenueAmt |
| Desc | EPRI'S MISSION IS TO CONDUCT RESEARCH & DEVELOPMENT THROUGH SCIENCE AND TECHNOLOGY WITH A VIEW OF PROVIDING BENEFITS TO ITS MEMBERS' 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. | Desc |
| Total Program Service Expenses | $308,052,262 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 368 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1204 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA J KEEFE | PersonNm |
| Phone | 6508552000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3420 HILLVIEW AVENUE | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (58 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| MICHAEL W HOWARD | ||||||||
| PRESIDENT AND CEO | 40.0 | 0.0 | Yes (X) | $2,044,801 | $0 | $484,081 | ||
| ARSHAD MANSOOR | ||||||||
| SVP RESEARCH AND DEVELOPMENT | 40.0 | 0.0 | Yes (X) | $1,046,684 | $0 | $215,296 | ||
| PAMELA J KEEFE | ||||||||
| SVP CFO AND TREASURER | 40.0 | 0.0 | Yes (X) | $604,982 | $0 | $166,832 | ||
| NEIL M WILMSHURST | ||||||||
| VP NUCLEAR & CHIEF NUC OFFICER | 40.0 | 0.0 | Yes (X) | $579,115 | $0 | $147,982 | ||
| CAROLYN R SHOCKLEY | ||||||||
| VP PEOPLE AND PERFORMANCE | 40.0 | 0.0 | Yes (X) | $545,513 | $0 | $151,199 | ||
| ROBERT N CHAPMAN | ||||||||
| VP ENERGY AND ENVIRONMENT | 40.0 | 0.0 | Yes (X) | $508,315 | $0 | $141,647 | ||
| SALVADOR A CASENTE JR | ||||||||
| VP GEN COUNSEL, CCO & SECRTY | 40.0 | 0.0 | Yes (X) | $506,558 | $0 | $142,451 | ||
| ANDA RAY | ||||||||
| SVP EXT RELAT & TECH RESOURCES | 40.0 | 1.0 | Yes (X) | $582,283 | $0 | $47,028 | ||
| CHARLES T ALLEY JR | ||||||||
| VP GENERATION | 40.0 | 0.0 | Yes (X) | $498,063 | $0 | $122,394 | ||
| MARK MCGRANAGHAN | ||||||||
| VP DISTRIB AND ENERGY UTILITY | 40.0 | 0.0 | Yes (X) | $485,246 | $0 | $135,174 | ||
| MICHAEL A COLEMAN | ||||||||
| VP INFORMATION TECH AND CIO | 40.0 | 0.0 | Yes (X) | $459,786 | $0 | $137,758 | ||
| ANDREW J PHILLIPS | ||||||||
| VP TRANS AND DISTRIB INFRA | 40.0 | 0.0 | Yes (X) | $412,123 | $0 | $132,981 | ||
| ROSA L YANG | ||||||||
| EPRI FELLOW | 40.0 | 0.0 | $407,602 | $0 | $59,518 | Yes (X) | ||
| KURT W EDSINGER | ||||||||
| DIRECTOR RESEARCH & DEVELOP | 40.0 | 0.0 | $346,576 | $0 | $61,416 | Yes (X) | ||
| THOMAS WILSON | ||||||||
| TECHNICAL EXECUTIVE | 40.0 | 0.0 | $336,191 | $0 | $59,716 | Yes (X) | ||
| TINA TAYLOR | ||||||||
| SR DIRECTOR RESEARCH & DEVELOP | 40.0 | 0.0 | $340,414 | $0 | $53,218 | Yes (X) | ||
| STEVEN SWILLEY | ||||||||
| SR DIRECTOR RESEARCH & DEVELOP | 40.0 | 0.0 | $328,586 | $0 | $59,573 | Yes (X) | ||
| JANIS G MENDELSON | ||||||||
| ASSISTANT CORP SECRETARY | 40.0 | 0.0 | Yes (X) | $142,991 | $0 | $23,081 | ||
| COLETTE D HONORABLE | ||||||||
| DIRECTOR | 1.0 | 0.0 | $6,500 | $0 | $0 | Yes (X) | ||
| ARUN MAJUMDAR | ||||||||
| DIRECTOR | 1.0 | 0.0 | $2,250 | $0 | $0 | Yes (X) | ||
| DENNIS V MCGINN | ||||||||
| DIRECTOR | 1.0 | 0.0 | $2,250 | $0 | $0 | Yes (X) | ||
| JOHN MOGG | ||||||||
| DIRECTOR | 1.0 | 0.0 | $2,250 | $0 | $0 | Yes (X) | ||
| PAT K VINCENT-COLLAWN | ||||||||
| CHAIR UNTIL 04/2019 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PATRICIA L KAMPLING | ||||||||
| CHAIR AS OF 04/2019 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PEDRO J PIZARRO | ||||||||
| FIRST VICE CHAIR AS OF 04/2019 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STANLEY W CONNALLY J | ||||||||
| SECOND VICE CHAIR AS OF 4/2019 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TERRY BASSHAM | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| WARNER L BAXTER | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| SAMUEL L BELCHER | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JOSEPH P BRANNAN | ||||||||
| DIRECTOR UNTIL 04/2019 | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| NICHOLAS A BROWN | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| SHERYL CARTER | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JAE-HOON CHUNG | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DAVID C COEN | ||||||||
| DIRECTOR UNTIL 04/2019 | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| KENNETH W CORNEW | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DOUGLAS F ESAMANN | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DAN FORD | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| PAULA GOLD-WILLIAMS | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| THOMAS J HELLER | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL HUMMEL | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| LISA D JOHNSON | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT W JONES | ||||||||
| DIRECTOR UNTIL 04/2019 | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JEFFREY J LYASH | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ELLIOT E MAINZER | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JOHN MCAVOY | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MARK C MCCULLOUGH | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JAN OBERHOLZER | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| PAT O'DOHERTY | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| BARBARA A NICK | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| SCOTT PROCHAZKA | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| BERNARD SALHA | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM H SPENCE | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JAY STOWE | ||||||||
| DIRECTOR UNTIL 05/2019 | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ENRICO VIALE | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| RODERICK K WEST | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MARIA POPE | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL W RENCHECK | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DAVID J TUDOR | ||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,189,079 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,341,345 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 773 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| EDF Electricite de France | ||||||||||
| 1 AVENUE DU GENERAL DE GAULE | CLAMART CEDEX | 0 | FR | 92143 | CONTRACT R&D | $4,915,634 | ||||
| Jensen Hughes Inc | ||||||||||
| CONTRACT R&D | $4,164,266 | 3610 Commerce Drive | BALTIMORE | MD | 21227 | |||||
| Structural Integrity Associates | ||||||||||
| CONTRACT R&D | $4,102,627 | 5215 Hellyer Avenue Suite 210 | SAN JOSE | CA | 95138 | |||||
| Dominion Engineering Inc | ||||||||||
| CONTRACT R&D | $3,951,308 | 12100 Sunrise Valley Drive Suite 2 | RESTON | VA | 20191 | |||||
| Westinghouse Electric Co LLC | ||||||||||
| CONTRACT R&D | $3,784,503 | 20 Stanwix Street | PITTSBURGH | PA | 15222 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 376 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,303 | AllOtherContributionsAmt |
| Total Contributions | $2,303 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| MEMBERSHIP FEE REVENUE | 541900 | $208,657,778 | $192,144,845 | $16,512,933 | $0 |
| SUPPLEMENTAL FUNDING | 541900 | $170,718,884 | $150,650,974 | $20,067,910 | $0 |
| BILLABLE SERVICES | 541900 | $6,919,137 | $0 | $6,919,137 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $386,295,799 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,346,093 | TotalRevenueColumnAmt |
| Exclusion | $5,346,093 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $151,610 | TotalRevenueColumnAmt |
| Exclusion | $151,610 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,845,467 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $151,077 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,694,390 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,694,390 | TotalRevenueColumnAmt |
| Exclusion | $3,694,390 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $276,376,738 | SecuritiesAmt |
| Other | $68,913,775 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $276,376,738 | SecuritiesAmt |
| Other | $43,880,003 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $25,033,772 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,033,772 | TotalRevenueColumnAmt |
| Exclusion | $25,033,772 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| SALE OF R&D REPORTS | 900099 | $516,154 | $516,154 | $0 | $0 |
| SALE OF SOLAR POWER | 900099 | $3,455 | $3,455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $519,609 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $421,043,576 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $343,311,973 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $43,499,980 | UnrelatedBusinessRevenueAmt |
| Exclusion | $34,229,320 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,075,045 | TotalAmt |
| Program Services | $1,075,045 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,500 | TotalAmt |
| Program Services | $43,500 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,774 | TotalAmt |
| Program Services | $64,774 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,023,787 | TotalAmt |
| Management And General | $9,023,787 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,284,500 | TotalAmt |
| Program Services | $77,602,916 | ProgramServicesAmt |
| Management And General | $51,681,584 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,570,301 | TotalAmt |
| Program Services | $8,890,430 | ProgramServicesAmt |
| Management And General | $5,679,871 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,488,228 | TotalAmt |
| Program Services | $19,823,496 | ProgramServicesAmt |
| Management And General | $12,664,732 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,348,405 | TotalAmt |
| Program Services | $5,704,161 | ProgramServicesAmt |
| Management And General | $3,644,244 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,257,204 | TotalAmt |
| Program Services | $221,561 | ProgramServicesAmt |
| Management And General | $1,035,643 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,471 | TotalAmt |
| Program Services | $14,510 | ProgramServicesAmt |
| Management And General | $349,961 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,272 | TotalAmt |
| Management And General | $208,272 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,438,477 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,438,477 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,737,847 | TotalAmt |
| Program Services | $15,000,257 | ProgramServicesAmt |
| Management And General | $2,737,590 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,481,867 | TotalAmt |
| Management And General | $6,481,867 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,546,183 | TotalAmt |
| Program Services | $4,227,574 | ProgramServicesAmt |
| Management And General | $1,318,609 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,693,746 | TotalAmt |
| Program Services | $14,602,124 | ProgramServicesAmt |
| Management And General | $4,091,622 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,070,875 | TotalAmt |
| Program Services | $13,274,979 | ProgramServicesAmt |
| Management And General | $795,896 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,606 | TotalAmt |
| Management And General | $383,606 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,733,149 | TotalAmt |
| Program Services | $1,697,194 | ProgramServicesAmt |
| Management And General | $8,035,955 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,828,770 | TotalAmt |
| Program Services | $10,687,686 | ProgramServicesAmt |
| Management And General | $3,141,084 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $906,750 | TotalAmt |
| Management And General | $906,750 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| R&D EXPENSES | $132,083,971 | $132,083,971 | $0 | $0 |
| STAFFING | $1,305,316 | $0 | $1,305,316 | $0 |
| PRINTING AND PUBLICATIONS | $1,851,805 | $1,331,782 | $520,023 | $0 |
| EQUIPMENT RENTAL & MAINTENANCE | $996,764 | $0 | $996,764 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,420,931 | TotalAmt |
| Program Services | $1,706,302 | ProgramServicesAmt |
| Management And General | $714,629 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,208,544 | TotalAmt |
| Program Services | $308,052,262 | ProgramServicesAmt |
| Management And General | $121,156,282 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,840,358 | BOYAmt |
| EOY | $105,497,392 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,837,681 | BOYAmt |
| EOY | $75,338,912 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,360,694 | BOYAmt |
| EOY | $48,426,421 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,710,232 | BOYAmt |
| EOY | $6,913,410 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $141,692,362 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $93,622,369 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,317,549 | BOYAmt |
| EOY | $48,069,993 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,835,653 | BOYAmt |
| EOY | $119,097,700 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $957,693 | BOYAmt |
| EOY | $6,620,483 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,859,860 | BOYAmt |
| EOY | $409,964,311 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,572,949 | BOYAmt |
| EOY | $87,356,251 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,139,779 | BOYAmt |
| EOY | $142,554,189 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,259,016 | BOYAmt |
| EOY | $12,289,555 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,971,744 | BOYAmt |
| EOY | $242,199,995 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,888,116 | BOYAmt |
| EOY | $167,764,316 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,888,116 | BOYAmt |
| EOY | $167,764,316 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,859,860 | BOYAmt |
| EOY | $409,964,311 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$8,164,968 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,041,168 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,303 | CurrentTaxYearAmt |
| Total | $82,303 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $352,000,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $349,135,154 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $364,474,362 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $365,731,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $379,376,662 | CurrentTaxYearAmt |
| Total | $1,810,717,867 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $352,000,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $349,215,154 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $364,474,362 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $365,731,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $379,378,965 | CurrentTaxYearAmt |
| Total | $1,810,800,170 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123,038,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137,210,338 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,570,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $133,209,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $135,975,839 | CurrentTaxYearAmt |
| Total | $666,003,729 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123,038,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137,210,338 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,570,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $133,209,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $135,975,839 | CurrentTaxYearAmt |
| Total | $666,003,729 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,144,796,441 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,554,780 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,253,417 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,020,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,532,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,343,170 | CurrentTaxYearAmt |
| Total | $33,704,687 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,554,780 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,253,417 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,020,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,532,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,343,170 | CurrentTaxYearAmt |
| Total | $33,704,687 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,823,326 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,054,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $603,484 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $974,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $519,609 | CurrentTaxYearAmt |
| Total | $4,975,717 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $358,378,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $355,523,462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $371,098,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $375,238,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $389,241,744 | CurrentTaxYearAmt |
| Total | $1,849,480,574 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.61898 | PublicSupportCY509Pct |
| Public Support PY509 | 0.63181 | PublicSupportPY509Pct |
| Investment Income CY | 0.01822 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01545 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SUPPORT SCHEDULE FOR ORGANIZATIONS DESCRIBED IN SECTION 509(A)(2) | SCHEDULE A, PART III: EPRI REPORTS ITS MEMBERSHIP DUES AS GROSS RECEIPTS FROM SERVICES PERFORMED. THESE PAYMENTS ARE MADE IN CONNNECTION 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). |
| OTHER INCOME DESCRIPTION | SCHEDULE A, PART III, 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. |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $429,000,272 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $429,000,272 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $12,186 | CurrentYearMinus3Amt |
| Current Year Minus2 | $6,010 | CurrentYearMinus2Amt |
| Current Year Minus1 | $6,824 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $25,020 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,533,299 | OtherCostOrOtherBasisAmt |
| Book Value | $1,533,299 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,378,811 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,911,484 | DepreciationAmt |
| Book Value | $15,467,327 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,830,044 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,250,994 | DepreciationAmt |
| Book Value | $8,579,050 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,386,718 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,240,250 | DepreciationAmt |
| Book Value | $16,146,468 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,563,490 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,219,641 | DepreciationAmt |
| Book Value | $6,343,849 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $48,069,993 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LONG TERM INVESTMENTS | $117,327,208 | F |
| INVESTMENT IN SUBSIDIARIES | $1,769,410 | F |
| INVESTMENT IN OTHER COMPANIES | $1,082 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $119,097,700 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED POST RETIREMENT BENEFITS | $7,838,374 |
| OTHER LONG-TERM LIABILITIES | $2,659,629 |
| INTERCO PAYABLE WITH RELATED PARTY | $1,791,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,289,555 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FIN 48 (ASC 740) FOOTNOTE | FormAndLineReferenceDesc |
| Explanation | SCHEDULE D, PART X, LINE 2: EPRI ADOPTED FIN 48 (CODIFIED AS ASC 740) IN 2009. THE ADOPTION IN 2009 DID NOT HAVE A MATERIAL IMPACT ON THE EPRI FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN 2018 OR 2019. AS A RESULT, THE FINANCIAL STATEMENTS DO NOT HAVE AN ASC 740 LIABILITY RECORDED AND A FOOTNOTE FOR ASC 740 WAS NOT REQUIRED. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (16 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| East Asia and the Pacific | Program Services | R&D PROJECT | $1,972,866 |
| Europe (Including Iceland and Greenland) | Program Services | R&D PROJECT | $17,413,608 |
| Middle East and North Africa | Program Services | R&D PROJECT | $58,185 |
| North America | Program Services | R&D PROJECT | $4,340,616 |
| Russia and the Newly Independent States | Program Services | R&D PROJECT | $687 |
| South America | Program Services | R&D PROJECT | $184,987 |
| South Asia | Program Services | R&D PROJECT | $7,660 |
| Sub-Saharan Africa | Program Services | R&D PROJECT | $113,858 |
| Europe (Including Iceland and Greenland) | Grantmaking | SPONSORSHIP | $53,774 |
| NORTH AMERICA | Grantmaking | SPONSORSHIP | $11,000 |
| East Asia and the Pacific | INVESTMENTS | $16,179,736 | |
| Europe (Including Iceland and Greenland) | INVESTMENTS | $20,574,905 | |
| NORTH AMERICA | INVESTMENTS | $8,366,279 | |
| EAST ASIA AND THE PACIFIC | UNRELATED TRADE OR BUSINESS | $13,322 | |
| Europe (Including Iceland and Greenland) | UNRELATED TRADE OR BUSINESS | $75,641 | |
| NORTH AMERICA | UNRELATED TRADE OR BUSINESS | $572,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $69,939,134 | SubtotalSpentAmt |
| Total Spent | $69,939,134 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | CONTRIBUTION | $11,027 | WIRE | $0 |
| Europe (Including Iceland and Greenland) | CONTRIBUTION | $23,123 | WIRE | $0 |
| Europe (Including Iceland and Greenland) | CONTRIBUTION | $18,631 | WIRE | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | PARTICIPATION ON ADVISORY COUNCIL | TypeOfAssistanceTxt |
| Region | North America | RegionTxt |
| Recipient | 4 | RecipientCnt |
| Cash Grant | $11,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PROCEDURE FOR MONITORING USE OF GRANT FUNDS OUTSIDE OF THE UNITED STATES | SCHEDULE F, PART I, LINE 2: EPRI OCCASIONALLY MAKES GRANTS TO OTHER INSTITUTIONS WHEN DOING SO IS CONSISTENT WITH AND FURTHERS EPRIS 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 ENUMERATED TO THE GRANTEE AND EPRI TYPICALLY RECEIVES REPORTS, TECHNICAL PAPERS, CONFERENCE AND SIMILAR MATERIALS DEMONSTRATING THE APPROPRIATE USE OF THE GRANTED FUNDS. FOR RESEARCH GRANTS, SCIENTIFIC PROGRESS AND FINANCIAL OVERSIGHT IS MONITORED THROUGHOUT THE GRANT TERM BY AN EPRI PROJECT MANAGER. EPRI OCCASIONALLY MAKES GRANTS TO INDIVIDUALS WHEN DOING SO IS CONSISTENT WITH AND FURTHERS EPRIS CHARITABLE PURPOSE. GRANTS ARE MADE ONLY TO INDIVIDUALS THAT ARE KNOWN TO EPRI AND AFTER APPROPRIATE DUE DILIGENCE. THE GRANTS ARE TYPICALLY FOR THE INDIVIDUALS PARTICIPATION IN ACTIVITIES AND EPRI MEETINGS THAT FURTHER EPRIS R&D EFFORTS. |
| ACCOUNTING METHOD USED TO CALCULATE EXPENSES | SCHEDULE F, PART I, LINE 3 THE EXPENSES PROVIDED IN COLUMN F OF PART I WERE PREPARED ON THE ACCRUAL BASIS OF ACCOUNTING IN CONFORMITY WITH ACCOUNTING PRINCIPLES APPLICABLE TO NOT-FOR-PROFIT ORGANIZATIONS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| CARNEGIE MELLON UNIVERSITY | ||||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | 250969449 | 501(c)(3) | $200,000 | $0 | CONTRIBUTION | ||
| ENVIRONMENTAL RESEARCH & EDUCATION FDN | ||||||||||
| 3301 BENSON DRIVE | RALEIGH | NC | 27609 | 521804051 | 501(c)(3) | $10,000 | $0 | CONTRIBUTION | ||
| GEORGIA TECH FOUNDATION | ||||||||||
| 790 ATLANTIC DRIVE | ATLANTA | GA | 30332 | 586043294 | 501(c)(3) | $50,000 | $0 | CONTRIBUTION | ||
| FOUNDATION OF THE UNIV OF NC AT CLT | ||||||||||
| 9201 UNIV CITY BLVD | CHARLOTTE | NC | 28223 | 566059417 | 501(c)(3) | $8,000 | $0 | CONTRIBUTION | ||
| UNIVERSTIY OF ILLIONOIS | ||||||||||
| 1901 SOUTH FIRST STREET | CHAMPAIGN | IL | 61820 | 376000511 | GOVERNMENT ORG | $25,000 | $0 | CONTRIBUTION | ||
| NORTH CAROLINA STATE UNIVERSITY | ||||||||||
| 1575 VARSITY DRIVE | RALEIGH | NC | 27606 | 566000756 | GOVERNMENT ORG | $22,500 | $0 | CONTRIBUTION | ||
| THE UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||||
| 405 HILGARD AVENUE | LOS ANGELES | CA | 90095 | 956006143 | GOVERNMENT ORG | $200,000 | $0 | CONTRIBUTION | ||
| STANFORD UNIVERSITY | ||||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | 941156365 | 501(c)(3) | $100,000 | $0 | CONTRIBUTION | ||
| TEXAS A&M UNIVERSITY | ||||||||||
| 400 HARVEY MITCHELL PKWY | CLG STN | TX | 77845 | 741974733 | GOVERNMENT ORG | $18,000 | $0 | CONTRIBUTION | ||
| THE GRIDWISE ALLIANCE INC | ||||||||||
| 1800 M STREET NW | WASHINGTON | DC | 20036 | 260723041 | 501(c)(3) | $8,000 | $0 | CONTRIBUTION | ||
| THE UNIVERSITY OF NORTH CAROLINA | ||||||||||
| 9201 UNIVERSITY BLVD | CHARLOTTE | NC | 28223 | 566001393 | GOVERNMENT ORG | $70,745 | $0 | CONTRIBUTION | ||
| THE UNIVERSITY OF TENNESSEE | ||||||||||
| 201 ANDY HOLT TOWER | KNOXVILLE | TN | 37996 | 626001636 | GOVERNMENT ORG | $30,000 | $0 | CONTRIBUTION | ||
| THE UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | 952872494 | GOVERNMENT ORG | $300,000 | $0 | CONTRIBUTION | ||
| SAN FRANCISCO BAY AREA LITTLE BROTHERS | ||||||||||
| 909 HYDE ST | SAN FRANCISCO | CA | 94109 | 943143730 | 501(c)(3) | $5,750 | $0 | CONTRIBUTION | ||
| BATTELLE ENERGY ALLIANCE | ||||||||||
| 2525 N FREMONT AVENUE | IDAHO FALLS | ID | 83415 | 841397960 | 501(c)(3) | $0 | $675,550 | CONTRIBUTION | FMV | EPRI REPORTS |
| CENTRAL PIEDMONT COMMUNITY COLLEGE | ||||||||||
| 315 WEST HEBRON ST | CHARLOTTE | NC | 28273 | 562244952 | 501(c)(3) | $0 | $42,375 | CONTRIBUTION | APPRAISAL | USED EQUIPMENT |
| LEHIGH UNIVERSITY | ||||||||||
| 117 ATLSS DRIVE | BETHLEHEM | PA | 18015 | 240795445 | 501(c)(3) | $0 | $51,000 | CONTRIBUTION | APPRAISAL | USED EQUIPMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| PARTICIPATION IN EPRI WORKSHOP | 2 | $20,000 | $0 |
| SPEAKER AT EPRI MEETING | 2 | $3,000 | $0 |
| PARTICIPATION ON ADVISORY COUNCIL | 11 | $20,500 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROCEDURE FOR MONITORING USE OF GRANT FUNDS IN THE UNITED STATES | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART I, LINE 2: EPRI OCCASIONALLY MAKES GRANTS TO OTHER INSTITUTIONS WHEN DOING SO IS CONSISTENT WITH AND FURTHERS EPRIS CHARITABLE PURPOSE. GRANTS ARE MADE ONLY TO ENTITIES THAT ARE WELL KNOWN TO EPRI AND AFTER APPROPRIATE DUE DILIGENCE. THE PERMITTED USES OF THE GRANTED FUNDS ARE ENUMERATED TO THE GRANTEE AND EPRI TYPICALLY RECEIVES REPORTS, TECHNICAL PAPERS, CONFERENCE AND SIMILAR MATERIALS DEMONSTRATING THE APPROPRIATE USE OF THE GRANTED FUNDS. FOR RESEARCH GRANTS, SCIENTIFIC PROGRESS AND FINANCIAL OVERSIGHT IS MONITORED THROUGHOUT THE GRANT TERM BY AN EPRI PROJECT MANAGER. EPRI OCCASIONALLY MAKES GRANTS TO INDIVIDUALS WHEN DOING SO IS CONSISTENT WITH AND FURTHERS EPRIS CHARITABLE PURPOSE. GRANTS ARE MADE ONLY TO INDIVIDUALS THAT ARE KNOWN TO EPRI AND AFTER APPROPRIATE DUE DILIGENCE. THE GRANTS ARE TYPICALLY FOR THE INDIVIDUALS PARTICIPATION IN ACTIVITIES AND EPRI MEETINGS THAT FURTHER EPRIS R&D EFFORTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL W HOWARD | ||||||||||||||
| PRESIDENT AND CEO | $690,090 | $0 | $1,244,350 | $0 | $110,361 | $0 | $465,868 | $0 | $18,213 | $0 | $2,528,882 | $0 | $552,650 | $0 |
| ARSHAD MANSOOR | ||||||||||||||
| SVP RESEARCH AND DEVELOPMENT | $405,903 | $0 | $608,202 | $0 | $32,579 | $0 | $192,268 | $0 | $23,028 | $0 | $1,261,980 | $0 | $377,602 | $0 |
| PAMELA J KEEFE | ||||||||||||||
| SVP CFO AND TREASURER | $314,743 | $0 | $273,112 | $0 | $17,127 | $0 | $158,116 | $0 | $8,716 | $0 | $771,814 | $0 | $96,712 | $0 |
| ANDA RAY | ||||||||||||||
| SVP EXT RELAT & TECH RESOURCES | $316,950 | $0 | $246,559 | $0 | $18,774 | $0 | $47,000 | $0 | $28 | $0 | $629,311 | $0 | $78,959 | $0 |
| CHARLES T ALLEY JR | ||||||||||||||
| VP GENERATION | $279,769 | $0 | $202,431 | $0 | $15,863 | $0 | $113,678 | $0 | $8,716 | $0 | $620,457 | $0 | $64,031 | $0 |
| SALVADOR A CASENTE JR | ||||||||||||||
| VP GEN COUNSEL, CCO & SECRTY | $282,178 | $0 | $209,135 | $0 | $15,245 | $0 | $116,399 | $0 | $26,052 | $0 | $649,009 | $0 | $63,035 | $0 |
| ROBERT N CHAPMAN | ||||||||||||||
| VP ENERGY AND ENVIRONMENT | $279,552 | $0 | $210,876 | $0 | $17,887 | $0 | $115,595 | $0 | $26,052 | $0 | $649,962 | $0 | $62,576 | $0 |
| MARK MCGRANAGHAN | ||||||||||||||
| VP DISTRIB AND ENERGY UTILITY | $276,538 | $0 | $206,809 | $0 | $1,899 | $0 | $115,437 | $0 | $19,737 | $0 | $620,420 | $0 | $65,609 | $0 |
| CAROLYN R SHOCKLEY | ||||||||||||||
| VP PEOPLE AND PERFORMANCE | $302,528 | $0 | $226,902 | $0 | $16,083 | $0 | $125,147 | $0 | $26,052 | $0 | $696,712 | $0 | $69,802 | $0 |
| NEIL M WILMSHURST | ||||||||||||||
| VP NUCLEAR & CHIEF NUC OFFICER | $329,551 | $0 | $244,871 | $0 | $4,693 | $0 | $129,769 | $0 | $18,213 | $0 | $727,097 | $0 | $73,671 | $0 |
| ANDREW J PHILLIPS | ||||||||||||||
| VP TRANS AND DISTRIB INFRA | $266,103 | $0 | $145,300 | $0 | $720 | $0 | $109,953 | $0 | $23,028 | $0 | $545,104 | $0 | $0 | $0 |
| MICHAEL A COLEMAN | ||||||||||||||
| VP INFORMATION TECH AND CIO | $289,602 | $0 | $155,500 | $0 | $14,684 | $0 | $119,544 | $0 | $18,214 | $0 | $597,544 | $0 | $0 | $0 |
| JANIS G MENDELSON | ||||||||||||||
| ASSISTANT CORP SECRETARY | $118,923 | $0 | $23,177 | $0 | $891 | $0 | $14,365 | $0 | $8,716 | $0 | $166,072 | $0 | $0 | $0 |
| ROSA L YANG | ||||||||||||||
| EPRI FELLOW | $260,053 | $0 | $142,574 | $0 | $4,975 | $0 | $41,305 | $0 | $18,213 | $0 | $467,120 | $0 | $0 | $0 |
| KURT W EDSINGER | ||||||||||||||
| DIRECTOR RESEARCH & DEVELOP | $252,197 | $0 | $93,798 | $0 | $581 | $0 | $35,364 | $0 | $26,052 | $0 | $407,992 | $0 | $0 | $0 |
| TINA TAYLOR | ||||||||||||||
| SR DIRECTOR RESEARCH & DEVELOP | $246,430 | $0 | $92,895 | $0 | $1,089 | $0 | $35,005 | $0 | $18,213 | $0 | $393,632 | $0 | $0 | $0 |
| THOMAS WILSON | ||||||||||||||
| TECHNICAL EXECUTIVE | $243,050 | $0 | $85,941 | $0 | $7,200 | $0 | $33,664 | $0 | $26,052 | $0 | $395,907 | $0 | $0 | $0 |
| STEVEN SWILLEY | ||||||||||||||
| SR DIRECTOR RESEARCH & DEVELOP | $236,315 | $0 | $91,251 | $0 | $1,020 | $0 | $33,521 | $0 | $26,052 | $0 | $388,159 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FIRST-CLASS TRAVEL | SCHEDULE J, PART I, LINE 1A: SENIOR VICE PRESIDENTS AND THE CHIEF EXECUTIVE OFFICER, ALONG WITH CERTAIN BOARD MEMBERS FOR WHOM EPRI REIMBURSES TRAVEL, ARE AUTHORIZED TO BOOK AIR TRAVEL ONE CLASS ABOVE ECONOMY ON FLIGHTS WHERE THE PUBLISHED DURATION IS MORE THAN FOUR (4) HOURS, OR THE TRIP DURATION (DEPARTURE AIRPORT TO DESTINATION AIRPORT) REQUIRES ONE OR MORE STOPS FOR A TOTAL PUBLISHED DURATION OF MORE THAN SEVEN (7) HOURS. |
| PERSONAL SERVICES | SCHEDULE J, PART I, LINE 1A: EPRI MAKES AVAILABLE TO ITS KEY OFFICERS A FINANCIAL PLANNING BENEFIT THROUGH AN OUTSIDE VENDOR, WHICH EACH OFFICER MAY DETERMINE TO ACCEPT OR DECLINE. OFFICERS SELECTING THE SERVICE MAY ALSO USE THE PLANNER FOR TAX PREPARATION ADVICE. THE BENEFIT IS TREATED AS TAXABLE INCOME TO THE OFFICER. THERE WERE 9 OFFICERS THAT ACCEPTED A VOLUNTARY FINANCIAL PLANNING BENEFIT OFFERED BY EPRI, WHICH RESULTED IN $14,000 OF TAXABLE INCOME TO THOSE OFFICERS. |
| SEVERANCE ARRANGEMENTS | SCHEDULE J, PART I, LINE 4A: THE INSTITUTE HAS ESTABLISHED SEVERANCE PLANS FOR ITS REGULAR EMPLOYEES, INCLUDING OFFICERS. EMPLOYEES HAVE NO PRE-EXISTING VESTED OR ACCRUED RIGHTS TO A SEVERANCE BENEFIT UNDER THESE PLANS, AND THE PLANS MAY BE CHANGED AT THE DISCRETION OF THE INSTITUTE. SEVERANCE BENEFITS IN EACH PLAN ARE CONTINGENT UPON QUALIFYING EMPLOYEE TERMINATIONS AND OTHER CONDITIONS AS REQUIRED IN THE PARTICULAR PLAN. GENERALLY, THE AMOUNT OF ANY SEVERANCE BENEFIT IS DEPENDENT UPON THE POSITION HELD BY THE EMPLOYEE AND LENGTH OF SERVICE UP TO FORTY-TWO WEEKS OF SALARY AND TWO MONTHS OF HEALTH BENEFIT CONTINUATION IN THE OFFICER PLAN. IN CONNECTION WITH THE LONG-TERM INCENTIVE PROGRAM, OFFICERS (AS DETERMINED BY THE BOARD OR A BOARD COMMITTEE) MAY BE ENTITLED TO A PAYMENT UPON QUALIFYING TERMINATIONS, AS REQUIRED IN THE PROGRAM. NO EMPLOYEES RECEIVED SEVERANCE IN 2019. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, 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)(III) AS FOLLOWS: MICHAEL W. HOWARD $91,981 ARSHAD MANSOOR $17,565 PAMELA J. KEEFE $2,388 ANDA RAY $1,455 NEIL M. WILMSHURST $3,228 |
| NON-FIXED PAYMENTS | SCHEDULE J, PART I, LINE 7: OFFICERS, AS WELL AS EMPLOYEES, ARE ELIGIBLE FOR DISCRETIONARY INCENTIVE AWARDS BASED ON EPRIS RESULTS AGAINST CORPORATE GOALS, WHICH ARE ESTABLISHED BY THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE OF THE BOARD, AND EACH INDIVIDUALS PERFORMANCE AND CONTRIBUTION TOWARD ACHIEVING THOSE GOALS. INCENTIVE AWARDS ARE STRONGLY TIED TO BOTH CORPORATE AND INDIVIDUAL PERFORMANCE. THE LEVEL OF INCENTIVE AWARDS FOR WHICH AN EMPLOYEE IS ELIGIBLE IS DETERMINED BASED AS A PERCENTAGE OF BASE SALARY, DEPENDING UPON THE EMPLOYEES POSITION, AND ARE CONSIDERED IN THE DETERMINATION BY EPRI OF A TOTAL REASONABLE COMPENSATION PACKAGE FOR THE POSITION. THE COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE OF THE BOARD OF DIRECTORS CONSIDERS AND, IN ITS DISCRETIONARY JUDGMENT, APPROVES INCENTIVE PAYMENTS FOR EACH OFFICER AT THE LEVEL OF VICE PRESIDENT OR ABOVE, WITH THE EXCEPTION OF THE INCENTIVE PAYMENT FOR THE CHIEF EXECUTIVE OFFICER WHICH IS CONSIDERED AND, IN ITS DISCRETIONARY JUDGMENT, APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. |
| DEFERRED COMPENSATION | SCHEDULE J, PART II, COLUMN (C): FOR CERTAIN OFFICERS OF THE ORGANIZATION, DEFERRED COMPENSATION INCLUDES AMOUNTS EARNED OR ACCRUED (BUT NOT FUNDED OR VESTED) AT DECEMBER 31, 2019 IN CONNECTION WITH THE ORGANIZATIONS LONG-TERM INCENTIVE PROGRAM AND OTHER SPECIFIC RETENTION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S MISSION AND MOST IMPORTANT ACTIVITIES | FORM 990, PART I, LINE 1 AND FORM 990, PART III, LINE 1: ELECTRIC POWER RESEARCH INSTITUTE (THE INSTITUTE OR 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, CA; CHARLOTTE, NC; KNOXVILLE, TN; AND LENOX, MA. FORM 990, PART V, LINE 4B - FOREIGN COUNTRIES JAPAN SPAIN UNITED KINGDOM IRELAND CANADA KOREA, REPUBLIC OF SOUTH SOUTH AFRICA SWITZERLAND POLAND MEXICO UNITED ARAB EMIRATES |
| ORGANIZATION'S MEMBERS OR STOCKHOLDERS | FORM 990, PART VI, SECTION A, LINE 6: EPRI HAS FIVE 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 REGULATED DOMESTIC ORGANIZATIONS ENGAGED TO A SUBSTANTIAL DEGREE IN THE PRODUCTION, DISTRIBUTION AND TRANSMISSION OF ELECTRICITY THAT HAVE AN OBLIGATION TO SERVE THE PUBLIC. (C) CLASS III NON-UNITED STATES PUBLIC/MUNICIPAL, COOPERATIVE, AND REGULATED INVESTOR-OWNED ORGANIZATIONS ENGAGED TO A SUBSTANTIAL DEGREE IN THE PRODUCTION, DISTRIBUTION AND TRANSMISSION OF ELECTRICITY, AS WELL AS ANALOGOUS RTO/ISO ORGANIZATIONS. (D) CLASS IV A NON-VOTING CLASS FOR UNREGULATED ORGANIZATIONS ENGAGED TO A SUBSTANTIAL DEGREE IN THE PRODUCTION, TRANSMISSION OR DISTRIBUTION INTO THE WHOLESALE MARKET OF ELECTRIC POWER, WHETHER DOMESTIC OR INTERNATIONAL. (E) CLASS V A NON-VOTING CLASS FOR OTHERS ELIGIBLE FOR MEMBERSHIP IN EPRI, THAT IS, THOSE DIRECTLY OR INDIRECTLY SUPPORTING A DOMESTIC OR INTERNATIONAL PROGRAM FOR ELECTRIC SECTOR RESEARCH. |
| MEMBER'S POWER TO ELECT OR APPOINT THE GOVERNING BODY | FORM 990, PART VI, SECTION A, LINE 7A: IN 2019, THE MEMBERS OF EPRIS 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 ADMINISTRATION MAY EACH APPOINT ONE MEMBER OF THE BOARD. CLASS II MEMBERS MAY ELECT FIFTEEN MEMBERS OF THE BOARD. CLASS III MEMBERS MAY ELECT SIX MEMBERS OF THE BOARD. THE EPRI GOVERNANCE AND NOMINATING COMMITTEE MAY APPOINT SIX MEMBERS OF THE BOARD. |
| GOVERNANCE DECISIONS RESERVED TO MEMBERS | FORM 990, PART VI, SECTION A, 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. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11B: AN EXTERNAL TAX FIRM AND EPRI STAFF WORK TOGETHER TO GATHER THE 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 OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND A COPY IS PROVIDED THROUGH A SECURE LINK TO ALL MEMBERS OF 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. |
| MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C: IN ACCORDANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES FILL OUT AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM, WHICH IS REVIEWED AND MAINTAINED BY EPRIS LEGAL AND COMPLIANCE DEPARTMENT. THE FORMS ARE FILLED OUT ON AN ANNUAL BASIS. IF A CONFLICT OF INTEREST WERE TO ARISE, THE KEY EMPLOYEE, OFFICER OR BOARD MEMBER WITH THE CONFLICT WOULD BE RECUSED FROM THE DECISION MAKING PROCESS. |
| PROCESS FOR DETERMINING COMPENSATION OF CEO, OFFICERS, AND KEY | EMPLOYEES FORM 990, PART VI, SECTION B, LINES 15A AND 15B: OFFICERS' COMPENSATION DECISIONS FOR THOSE AT THE LEVEL OF VICE PRESIDENT AND ABOVE ARE DETERMINED BY THE COMPENSATION AND LEADERSHIP DEVELOPMENT 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 OF OFFICERS COMPENSATION FOR THE SERVICES RENDERED. THE COMMITTEES VOTE ON OFFICER COMPENSATION AT THEIR MEETINGS AND CONCURRENTLY DOCUMENT THE APPROVAL IN THE MINUTES. |
| PARTICIPATION IN JOINT VENTURE/SIMILAR ARRANGEMENT WITH A TAXABLE | ENTITY FORM 990, PART VI, SECTION B, 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, AND (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 ANY LIABILITY. |
| DOCUMENTS MADE AVAILABLE TO THE PUBLIC | FORM 990, PART VI, SECTION C, LINE 19: EPRI MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS FOR THE PAST THREE YEARS AVAILABLE TO THE PUBLIC THROUGH ITS OWN WEBSITE. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 3420 HILLVIEW LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3420 HILLVIEW AVENUE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832331086 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $21,042,495 | TotalIncomeAmt |
| End Of Year Assets | $1,022 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPRI | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Electricity Innovation Institute | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3420 Hillview Avenue | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770562327 | EIN |
| Primary Activities | DORMANT | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12-I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPRI Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EPRI Solutions Inc | |||||||||||||||||
| 942 Corridor Park | Knoxville | TN | 37932 | 770449454 | R&D Applic | DE | EPRI | C Corp | $354,861 | $0 | 1.00000 | Yes (true) | |||||
| EPRI International Inc | |||||||||||||||||
| 3420 Hillview Avenue | Palo Alto | CA | 94304 | 522357247 | Intl Sales | DE | EPRI | C Corp | $296,088 | $5,012,380 | 1.00000 | Yes (true) | |||||
| EPRI EUROPE DAC | |||||||||||||||||
| R&D APPLIC | EPRI INTER INC | C Corp | $85,206 | $1,375,084 | 1.00000 | Yes (true) | BLOCKS 9-10 NEXUS UCD BELFIELD OF | DUBLIN | EI | D04 V2N9 | EI | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPRI INTERNATIONAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | m | TransactionTypeTxt |
| Involved | $9,025,814 | InvolvedAmt |
| Method Of Amount Determination | ACTUAL EXPENSE | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part IV | FormAndLineReferenceDesc |
| Explanation | EPRI SOLUTIONS, INC. WAS MERGED INTO EPRI INTERNATIONAL, INC. IN 2019. | ExplanationTxt |
Comments