ELECTRIC POWER RESEARCH INSTITUTE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ELECTRIC POWER RESEARCH INSTITUTE INC (EIN 23-7175375)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-06
- IRS object ID
- 201732499349301153
- Schema version
- 2016v3.1
- 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 B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-06T13:08:36-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-09-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | rosemarie brown | PreparerPersonNm |
| PTIN | P01278077 | PTIN |
| Phone | 4159863900 | PhoneNum |
| Preparation | 2017-09-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.69.39.117 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94336920172495000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-09-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E43F7C84B5C3BFD6E4E829C90D663E3882EE29A5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FD37B93FA18B7C387164EF6E59991F30CA5915AE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $903,588,208 | 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 | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 1048 | TotalEmployeeCnt |
| Total Volunteers | 37 | TotalVolunteersCnt |
| Total Gross UBI | $46,231,746 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,113,298 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $80,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $400,914,147 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $395,366,900 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,252,891 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,160,613 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,821,020 | PYOtherRevenueAmt |
| CY Other Revenue | $3,832,403 | CYOtherRevenueAmt |
| PY Total Revenue | $406,988,058 | PYTotalRevenueAmt |
| CY Total Revenue | $401,439,916 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,266,322 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,202,578 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $147,318,487 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $157,754,750 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $235,516,093 | PYOtherExpensesAmt |
| CY Other Expenses | $224,153,548 | CYOtherExpensesAmt |
| PY Total Expenses | $384,100,902 | PYTotalExpensesAmt |
| CY Total Expenses | $383,110,876 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $22,887,156 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,329,040 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $353,339,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $371,687,046 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $204,354,290 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $204,016,290 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $148,984,907 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $167,670,756 | 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 | $289,234,323 | ExpenseAmt |
| Grant | $1,202,578 | GrantAmt |
| Revenue | $396,421,791 | 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 | $289,234,323 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| 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 | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | 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 | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | 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 |
| IRP Document | 360 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1048 | 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 |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (58 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PAT K VINCENT-COLLAWN | ||||||||
| CHAIR of as 04/2016 | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WARNER L BAXTER | ||||||||
| VICE CHAIR as of 04/2016 | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GIL C QUINIONES | ||||||||
| Chair thru 04/2016; Director | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TERRY BASSHAM | ||||||||
| DIRECTOR as of 12/2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA BLALOCK | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN A BOHN | ||||||||
| DIRECTOR through 04/2016 | 1.0 | 0.0 | Yes (X) | $5,750 | $0 | $0 | ||
| MARK B BONSALL | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS A BROWN | ||||||||
| DIRECTOR as of 12/2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH P BRANNAN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JIM BURKE | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SHERYL CARTER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SEOK CHO | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID C COEN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $8,000 | $0 | $0 | ||
| KENNETH W CORNEW | ||||||||
| DIRECTOR as of 12/2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THOEDORE F CRAVER JR | ||||||||
| DIRECTOR through 04/2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY F EARLEY JR | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS F ESAMANN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN G S FOWKE III | ||||||||
| DIRECTOR through 04/2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THAVA GOVENDER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY S GREENE | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J HELLER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DUANE D HIGHLEY | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG IVEY | ||||||||
| DIRECTOR through 04/2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LISA D JOHNSON | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT W JONES | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $7,250 | $0 | $0 | ||
| PATRICIA L KAMPLING | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES H LASH | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CONSTANCE H LAU | ||||||||
| DIRECTOR through 04/2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ALLEN L LEVERETT | ||||||||
| DIRECTOR as of 12/2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY J LYASH | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ELLIOTT MAINZER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARK C MCCULLOUGH | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN MOGG | ||||||||
| DIRECTOR as of 04/2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PEDRO J PIZZARO | ||||||||
| DIRECTOR as of 12/2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES G PARDEE | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DENIS P O'BRIEN | ||||||||
| Chairman through 04/2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BERNARD SALHA | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM H SPENCE | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ENRICO VIALE | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID G VICTOR | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $6,500 | $0 | $0 | ||
| RODERICK K WEST | ||||||||
| DIRECTOR as of 12/2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL W HOWARD | ||||||||
| PRESIDENT AND CEO | 40.0 | 0.0 | Yes (X) | $1,639,404 | $0 | $434,332 | ||
| ARSHAD MANSOOR | ||||||||
| SVP RESEARCH AND DEVELOPMENT | 40.0 | 0.0 | Yes (X) | $731,263 | $0 | $269,786 | ||
| PAMELA J KEEFE | ||||||||
| SVP CFO AND TREASURER | 40.0 | 0.0 | Yes (X) | $535,476 | $0 | $165,658 | ||
| ANDA RAY | ||||||||
| SVP ENERGY ENVIRON & EXT RELAT | 40.0 | 0.0 | Yes (X) | $492,292 | $0 | $143,333 | ||
| CHARLES T ALLEY JR | ||||||||
| VP GENERATION | 40.0 | 0.0 | Yes (X) | $466,089 | $0 | $113,818 | ||
| SALVADOR A CASENTE JR | ||||||||
| VP GEN COUNSEL AND SECRETARY | 40.0 | 0.0 | Yes (X) | $469,293 | $0 | $128,910 | ||
| ROBERT N CHAPMAN | ||||||||
| VP MEMBER AND TECHNICAL SVCS | 40.0 | 1.0 | Yes (X) | $458,910 | $0 | $130,830 | ||
| ROBIN E MANNING | ||||||||
| VP TRANSMISSION | 40.0 | 0.0 | Yes (X) | $426,982 | $0 | $130,094 | ||
| MARk MCGRANAGHAN | ||||||||
| VP DISTRIB AND ENERGY UTIL | 40.0 | 0.0 | Yes (X) | $460,409 | $0 | $127,087 | ||
| CAROLYN R SHOCKLEY | ||||||||
| VP PEOPLE AND PERFORMANCE | 40.0 | 0.0 | Yes (X) | $512,478 | $0 | $142,832 | ||
| NEIL M WILMSHURST | ||||||||
| VP NUCLEAR & CHIEF NUC OFFICER | 40.0 | 0.0 | Yes (X) | $540,062 | $0 | $134,691 | ||
| JANIS G MENDELSON | ||||||||
| ASSISTANT CORP SECRETARY | 40.0 | 0.0 | Yes (X) | $132,436 | $0 | $20,455 | ||
| HENRY A COURTRIGHT | ||||||||
| EXECUTIVE ADVISOR | 40.0 | 0.0 | $503,310 | $0 | $59,958 | Yes (X) | ||
| ROSA L YANG | ||||||||
| SENIOR TECHNICAL ADVISOR | 40.0 | 0.0 | $382,984 | $0 | $61,592 | Yes (X) | ||
| ANDREW J PHILLIPS | ||||||||
| DIRECTOR RESEARCH & DEVELOP | 40.0 | 0.0 | $332,120 | $0 | $62,205 | Yes (X) | ||
| KURT W EDSINGER | ||||||||
| DIRECTOR RESEARCH & DEVELOP | 40.0 | 0.0 | $321,627 | $0 | $61,125 | Yes (X) | ||
| SEAN P BUSHART | ||||||||
| DIRECTOR RESEARCH & DEVELOP | 40.0 | 0.0 | $303,457 | $0 | $40,128 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,736,092 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,226,834 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 597 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Electricite de France | ||||||||||
| 1 AVENUE DU GENERAL DA GAULLE | CLAMART CEDEX | 0 | FR | 92143 | Contract R&D | $5,613,360 | ||||
| Studsvik Nuclear AB | ||||||||||
| SE-611 82 NYKOPING | NYKOPING | 0 | SW | 611 82 | Contract R&D | $4,488,244 | ||||
| Southern Company Services Inc | ||||||||||
| Contract R&D | $4,027,841 | 241 Ralph McGill Blvd | ATLANTA | GA | 30308 | |||||
| Areva Federal Services Inc | ||||||||||
| Contract R&D | $3,293,109 | 7207 IBM Drive | CHARLOTTE | NC | 28262 | |||||
| Westinghouse Electric Co LLC | ||||||||||
| Contract R&D | $3,220,188 | 1000 Westinghouse Drive | CRANBERRY TOWNSHIP | PA | 16066 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 382 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $80,000 | AllOtherContributionsAmt |
| Total Contributions | $80,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP FEE REVENUE | 541900 | $196,971,828 | $188,518,551 | $8,453,277 |
| SUPPLEMENTAL FUNDING | 541900 | $191,240,446 | $160,616,603 | $30,623,843 |
| BILLABLE SERVICES | 541900 | $7,154,626 | $7,154,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $395,366,900 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,173,260 | TotalRevenueColumnAmt |
| Exclusion | $2,173,260 | 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 | $862,039 | TotalRevenueColumnAmt |
| Exclusion | $862,039 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,218,118 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $302,645 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,915,473 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,915,473 | TotalRevenueColumnAmt |
| Exclusion | $1,915,473 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $501,833,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $501,833,000 | SecuritiesAmt |
| Other | $12,647 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$12,647 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,647 | TotalRevenueColumnAmt |
| Exclusion | -$12,647 | 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 |
|---|---|---|---|
| SALE OF R&D REPORTS | 900099 | $707,230 | $707,230 |
| OTHER INCOME | 900099 | $347,661 | $347,661 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,054,891 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $401,439,916 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $350,190,045 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $46,231,746 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,938,125 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,162,506 | TotalAmt |
| Program Services | $1,162,506 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,000 | TotalAmt |
| Program Services | $37,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,072 | TotalAmt |
| Program Services | $3,072 | 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 | $8,834,420 | TotalAmt |
| Management And General | $8,834,420 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,795 | TotalAmt |
| Program Services | $56,795 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,790,229 | TotalAmt |
| Program Services | $63,040,346 | ProgramServicesAmt |
| Management And General | $41,749,883 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,713,558 | TotalAmt |
| Program Services | $8,096,718 | ProgramServicesAmt |
| Management And General | $4,616,840 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,847,738 | TotalAmt |
| Program Services | $15,187,598 | ProgramServicesAmt |
| Management And General | $8,660,140 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,512,010 | TotalAmt |
| Program Services | $4,784,076 | ProgramServicesAmt |
| Management And General | $2,727,934 | 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 | $967,822 | TotalAmt |
| Program Services | $120,065 | ProgramServicesAmt |
| Management And General | $847,757 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,932 | TotalAmt |
| Management And General | $352,932 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,186 | TotalAmt |
| Management And General | $12,186 | ManagementAndGeneralAmt |
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 | $233,796 | TotalAmt |
| Management And General | $233,796 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,336,246 | TotalAmt |
| Management And General | $3,336,246 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,383,109 | TotalAmt |
| Program Services | $11,828,426 | ProgramServicesAmt |
| Management And General | $2,554,683 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,443,496 | TotalAmt |
| Management And General | $4,443,496 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,088,637 | TotalAmt |
| Program Services | $3,753,028 | ProgramServicesAmt |
| Management And General | $335,609 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,372,447 | TotalAmt |
| Program Services | $11,736,376 | ProgramServicesAmt |
| Management And General | $3,636,071 | 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 | $9,919,642 | TotalAmt |
| Program Services | $9,181,220 | ProgramServicesAmt |
| Management And General | $738,422 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,192 | TotalAmt |
| Management And General | $218,192 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,464,166 | TotalAmt |
| Program Services | $1,288,919 | ProgramServicesAmt |
| Management And General | $5,175,247 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,512,488 | TotalAmt |
| Program Services | $9,649,589 | ProgramServicesAmt |
| Management And General | $862,899 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $989,649 | TotalAmt |
| Management And General | $989,649 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| R&D EXPENSES | $145,524,722 | $145,524,722 | |
| STAFFING | $1,367,962 | $1,367,962 | |
| EQUIP RENTAL AND MAINTENANCE | $1,057,171 | $1,057,171 | |
| ALL OTHER EXPENSES | $4,908,885 | $3,783,867 | $1,125,018 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,110,876 | TotalAmt |
| Program Services | $289,234,323 | ProgramServicesAmt |
| Management And General | $93,876,553 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,215,135 | BOYAmt |
| EOY | $31,662,763 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,781,445 | BOYAmt |
| EOY | $117,335,630 | 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 | $35,201,271 | BOYAmt |
| EOY | $46,361,873 | 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 | $4,372,094 | BOYAmt |
| EOY | $5,107,710 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $153,419,914 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $100,942,811 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,195,097 | BOYAmt |
| EOY | $52,477,103 | 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 | $101,832,903 | BOYAmt |
| EOY | $116,142,544 | 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 | $2,741,252 | BOYAmt |
| EOY | $2,599,423 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,339,197 | BOYAmt |
| EOY | $371,687,046 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,698,610 | BOYAmt |
| EOY | $64,075,163 | 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 | $125,436,435 | BOYAmt |
| EOY | $126,471,335 | 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 | $14,219,245 | BOYAmt |
| EOY | $13,469,792 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,354,290 | BOYAmt |
| EOY | $204,016,290 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,984,907 | BOYAmt |
| EOY | $167,670,756 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| 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 | $148,984,907 | BOYAmt |
| EOY | $167,670,756 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,339,197 | BOYAmt |
| EOY | $371,687,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $18,329,040 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $356,809 | 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 | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,000 | CurrentTaxYearAmt |
| Total | $80,000 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $379,265,089 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $376,748,690 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $383,281,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $400,914,147 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $395,366,900 | CurrentTaxYearAmt |
| Total | $1,935,576,655 | 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 | $379,265,089 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $376,748,690 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $383,281,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $400,914,147 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $395,446,900 | CurrentTaxYearAmt |
| Total | $1,935,656,655 | 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 | $111,578,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,546,693 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,035,690 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,038,890 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $137,210,338 | CurrentTaxYearAmt |
| Total | $609,410,361 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,578,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,546,693 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,035,690 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,038,890 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $137,210,338 | CurrentTaxYearAmt |
| Total | $609,410,361 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,326,246,294 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,425,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,548,482 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,054,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,554,780 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,253,417 | CurrentTaxYearAmt |
| Total | $22,836,581 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,425,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,548,482 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,054,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,554,780 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,253,417 | CurrentTaxYearAmt |
| Total | $22,836,581 | 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 | $1,716,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $924,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,439,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,823,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,054,891 | CurrentTaxYearAmt |
| Total | $6,958,577 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $385,406,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $382,221,866 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $388,775,586 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $407,292,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $401,755,208 | CurrentTaxYearAmt |
| Total | $1,965,451,813 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.67478 | PublicSupportCY509Pct |
| Public Support PY509 | 0.67682 | PublicSupportPY509Pct |
| Investment Income CY | 0.01162 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01196 | 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 B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
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 | $12,186 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,186 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $382,864,894 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $382,877,080 | 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 | |
| Form4720 Filed | false | Form4720FiledInd |
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 | $5,312 | CurrentYearMinus3Amt |
| Current Year Minus2 | $21,608 | CurrentYearMinus2Amt |
| Current Year Minus1 | $36,275 | CurrentYearMinus1Amt |
| Current Year | $12,186 | CurrentYearAmt |
| Total | $75,381 | 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 | $2,293,299 | OtherCostOrOtherBasisAmt |
| Book Value | $2,293,299 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,312,750 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,312,828 | DepreciationAmt |
| Book Value | $20,999,922 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,463,675 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,124,695 | DepreciationAmt |
| Book Value | $6,338,980 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,513,331 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,831,926 | DepreciationAmt |
| Book Value | $4,681,405 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,836,859 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,673,362 | DepreciationAmt |
| Book Value | $18,163,497 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $52,477,103 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LONG TERM INVESTMENTS | $114,372,052 | 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 | $116,142,544 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED POST RETIREMENT BENEFITS | $9,478,870 |
| OTHER LONG-TERM LIABILITIES | $2,199,370 |
| INTERCO PAYABLE WITH RELATED PARTY | $1,791,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,469,792 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
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 2015 OR 2016. AS A RESULT, THE FINANCIAL STATEMENTS DO NOT HAVE AN ASC740 LIABILITY RECORDED AND A FOOTNOTE FOR ASC740 WAS NOT REQUIRED. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (17 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Central America and the Caribbean | Program Services | R&D Project | $317 |
| East Asia and the Pacific | Program Services | R&D Project | $3,244,719 |
| Europe (Including Iceland and Greenland) | Program Services | R&D Project | $16,225,941 |
| Middle East and North Africa | Program Services | R&D Project | $31,743 |
| North America | Program Services | R&D Project | $3,777,469 |
| South America | Program Services | R&D Project | $49,482 |
| South Asia | Program Services | R&D Project | $13,882 |
| Sub-Saharan Africa | Program Services | R&D Project | $27,732 |
| East Asia and the Pacific | Unrelated Trade or Business | $358,006 | |
| Europe (Including Iceland and Greenland) | Unrelated Trade or Business | $620,404 | |
| North America | Unrelated Trade or Business | $137,689 | |
| South America | Unrelated Trade or Business | $493 | |
| South Asia | Unrelated Trade or Business | $142 | |
| Sub-Saharan Africa | Unrelated Trade or Business | $2,899 | |
| East Asia and the Pacific | Investments | $7,940,952 | |
| Europe (Including Iceland and Greenland) | Investments | $23,946,209 | |
| North America | Investments | $17,832,758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $74,210,837 | SubtotalSpentAmt |
| Total Spent | $74,210,837 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROCEDURE FOR MONITORING USE OF GRANT FUNDS OUTSIDE OF THE UNITED STATES | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | 250969449 | 501(c)(3) | $255,000 | CONTRIBUTION |
| ENERGY STORAGE ASSOCIATION | |||||||
| 1155 15TH ST NW | WASHINGTON | DC | 20005 | 521984047 | 501(c)(6) | $7,500 | CONTRIBUTION |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | 131624158 | 501(c)(3) | $10,000 | CONTRIBUTION |
| TEXAS A&M UNIVERSITY | |||||||
| 400 HARVEY MITCHELL PARKWAY | COLLEGE STATION | TX | 77845 | 741974733 | 501(c)(3) | $12,000 | CONTRIBUTION |
| THE BIOELECTROMAGNETICS SOCIETY | |||||||
| 7101 GUILFORD DRIVE | FREDERICK | MD | 21704 | 510229774 | 501(c)(3) | $10,000 | CONTRIBUTION |
| THE UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 2195 HEARST AVENUE | BERKELEY | CA | 94720 | 946002123 | 501(c)(3) | $15,000 | CONTRIBUTION |
| THE UNIV OF CALIFORNIA LOS ANGELES | |||||||
| 405 HILGARD AVENUE | LOS ANGELES | CA | 90095 | 956006143 | 115 | $50,000 | CONTRIBUTION |
| THE UNIVERSITY OF NORTH CAROLINA | |||||||
| 9201 UNIVERSITY BLVD | CHARLOTTE | NC | 28223 | 566001393 | 115 | $90,000 | CONTRIBUTION |
| THE UNIVERSITY OF TENNESSEE | |||||||
| 201 ANDY HOLT TOWER | KNOXVILLE | TN | 37996 | 626001636 | 170(c) | $81,256 | CONTRIBUTION |
| THE UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | 952872494 | 115 | $340,750 | CONTRIBUTION |
| UNIVERISTY OF KENTUCKY RESEARCH | |||||||
| 109 KINKEAD HALL | LEXINGTON | KY | 40506 | 616033693 | 501(c)(3) | $200,000 | CONTRIBUTION |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | 746000203 | 501(c)(3) | $65,000 | CONTRIBUTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| PARTICIPATION ON ADVISORY COUNCIL | 9 | $20,000 |
| PRESENTATION AT ENV ADVISORY MEETING | 1 | $1,000 |
| PRESENTATION AT PROGRAM 55 MEETING | 1 | $500 |
| PARTICIPATION ON COMMITTEE | 3 | $15,000 |
| PRESENTATION AT PROGRAM 195 MEETING | 1 | $500 |
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. | 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 (17 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 | $611,650 | $0 | $932,900 | $0 | $94,854 | $0 | $411,495 | $0 | $22,837 | $0 | $2,073,736 | $0 | $321,200 | $0 |
| ARSHAD MANSOOR | ||||||||||||||
| SVP RESEARCH AND DEVELOPMENT | $371,745 | $0 | $328,600 | $0 | $30,918 | $0 | $241,436 | $0 | $28,350 | $0 | $1,001,049 | $0 | $98,400 | $0 |
| PAMELA J KEEFE | ||||||||||||||
| SVP CFO AND TREASURER | $283,878 | $0 | $228,800 | $0 | $22,798 | $0 | $144,821 | $0 | $20,837 | $0 | $701,134 | $0 | $60,900 | $0 |
| ANDA RAY | ||||||||||||||
| SVP ENERGY ENVIRON & EXT RELAT | $292,071 | $0 | $183,700 | $0 | $16,521 | $0 | $143,303 | $0 | $30 | $0 | $635,625 | $0 | $29,700 | $0 |
| CHARLES T ALLEY JR | ||||||||||||||
| VP GENERATION | $258,388 | $0 | $193,300 | $0 | $14,401 | $0 | $102,060 | $0 | $11,758 | $0 | $579,907 | $0 | $62,500 | $0 |
| SALVADOR A CASENTE JR | ||||||||||||||
| VP GEN COUNSEL AND SECRETARY | $260,197 | $0 | $194,900 | $0 | $14,196 | $0 | $106,140 | $0 | $22,770 | $0 | $598,203 | $0 | $58,500 | $0 |
| ROBERT N CHAPMAN | ||||||||||||||
| VP MEMBER AND TECHNICAL SVCS | $248,493 | $0 | $196,000 | $0 | $14,417 | $0 | $101,480 | $0 | $29,350 | $0 | $589,740 | $0 | $60,200 | $0 |
| ROBIN E MANNING | ||||||||||||||
| VP TRANSMISSION | $268,063 | $0 | $143,600 | $0 | $15,319 | $0 | $108,515 | $0 | $21,579 | $0 | $557,076 | $0 | $0 | $0 |
| MARk MCGRANAGHAN | ||||||||||||||
| VP DISTRIB AND ENERGY UTIL | $260,361 | $0 | $198,300 | $0 | $1,748 | $0 | $105,375 | $0 | $21,712 | $0 | $587,496 | $0 | $63,000 | $0 |
| CAROLYN R SHOCKLEY | ||||||||||||||
| VP PEOPLE AND PERFORMANCE | $279,348 | $0 | $218,600 | $0 | $14,530 | $0 | $113,482 | $0 | $29,350 | $0 | $655,310 | $0 | $67,400 | $0 |
| NEIL M WILMSHURST | ||||||||||||||
| VP NUCLEAR & CHIEF NUC OFFICER | $306,243 | $0 | $230,200 | $0 | $3,619 | $0 | $118,854 | $0 | $15,837 | $0 | $674,753 | $0 | $69,300 | $0 |
| JANIS G MENDELSON | ||||||||||||||
| ASSISTANT CORP SECRETARY | $110,551 | $0 | $20,936 | $0 | $949 | $0 | $13,246 | $0 | $7,209 | $0 | $152,891 | $0 | $0 | $0 |
| HENRY A COURTRIGHT | ||||||||||||||
| EXECUTIVE ADVISOR | $230,154 | $0 | $265,700 | $0 | $7,456 | $0 | $40,430 | $0 | $19,528 | $0 | $563,268 | $0 | $101,400 | $0 |
| ROSA L YANG | ||||||||||||||
| SENIOR TECHNICAL ADVISOR | $240,452 | $0 | $139,503 | $0 | $3,029 | $0 | $38,755 | $0 | $22,837 | $0 | $444,576 | $0 | $0 | $0 |
| ANDREW J PHILLIPS | ||||||||||||||
| DIRECTOR RESEARCH & DEVELOP | $233,915 | $0 | $97,867 | $0 | $338 | $0 | $33,855 | $0 | $28,350 | $0 | $394,325 | $0 | $0 | $0 |
| KURT W EDSINGER | ||||||||||||||
| DIRECTOR RESEARCH & DEVELOP | $232,601 | $0 | $88,503 | $0 | $523 | $0 | $32,775 | $0 | $28,350 | $0 | $382,752 | $0 | $0 | $0 |
| SEAN P BUSHART | ||||||||||||||
| DIRECTOR RESEARCH & DEVELOP | $212,194 | $0 | $90,787 | $0 | $476 | $0 | $30,794 | $0 | $9,334 | $0 | $343,585 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FIRST-CLASS TRAVEL | SCHEDULE J, PART I, LINE 1A: EPRIs CEO and Senior Vice Presidents are required to travel frequently and often for extended periods away from home. To lessen the burden and increase productivity, first class travel is allowed and pre-approved for EPRIs CEO and Senior Vice Presidents during periods when the individual is subjected to a heavy travel schedule and extended flight duration. |
| 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. The following officers accepted a voluntary financial planning benefit offered by EPRI, which in 2016 resulted in taxable income to the officers: Michael W. Howard $13,295 Arshad Mansoor $13,295 Pamela J. Keefe $13,295 Anda Ray $13,295 Charles T. Alley, Jr. $13,295 Salvador A. Casente, Jr. $13,295 Robert N. Chapman $13,295 Robin E. Manning $13,295 Carolyn R. Shockley $13,295 |
| 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. |
| 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 $78,697 Arshad Mansoor $16,621 Pamela J. Keefe $1,204 Anda Ray $107 Neil M. Wilmshurst $2,277 |
| NON-FIXED PAYMENTS | SCHEDULE J, PART I, LINE 7: Officers, as well as employees, are eligible for incentive awards based on EPRIs results against corporate goals and each individuals performance and contribution toward achieving those goals. Incentive awards are strongly tied to both corporate and individual performance. Incentive awards are determined based as a percentage of base salary and are considered in the determination by EPRI of a total reasonable compensation package. The Compensation and Leadership Development Committee of the Board of Directors approves incentive payments for all officers at the level of Vice President or above, with the exception of the incentive payment for the Chief Executive Officer which is 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, 2016 in connection with the organizations long term incentive program and other specific retention |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (23 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| American Electric Power | |||
| Overlapping Director/Mgmt | $702,187 | Funding for Services | false |
| Edison International | |||
| Overlapping Director/Mgmt | $414,600 | Funding for Services | false |
| Duke Energy Corporation | |||
| Overlapping Director/Mgmt | $240,000 | Funding for Services | false |
| Electricite de France | |||
| Overlapping Director/Mgmt | $25,000 | Funding for Services | false |
| Enel SpA | |||
| Overlapping Director/Mgmt | $231,600 | Funding for Services | false |
| Entergy Corporation | |||
| Overlapping Director/Mgmt | $731,760 | Funding for Services | false |
| Exelon Corporation | |||
| Overlapping Director/Mgmt | $172,000 | Funding for Services | false |
| FirstEnergy Corporation | |||
| Overlapping Director/Mgmt | $117,002 | Funding for Services | false |
| Hawaiian electric Industries Inc | |||
| Overlapping Director/Mgmt | $18,500 | Funding for Services | false |
| Korea Hydro Nuclear Power Co Ltd | |||
| Overlapping Director/Mgmt | $22,490 | Funding for Services | false |
| PGE Corporation | |||
| Overlapping Director/Mgmt | $113,789 | Funding for Services | false |
| Southern Company | |||
| Overlapping Director/Mgmt | $160,229 | Funding for Services | false |
| American Electric Power | |||
| Overlapping Director/Mgmt | $184,623 | Pymnt for Public Interest R&D | false |
| Bonneville Power Administration | |||
| Overlapping Director/Mgmt | $195,506 | Pymnt for Public Interest R&D | false |
| Duke Energy Corporation | |||
| Overlapping Director/Mgmt | $489,404 | Pymnt for Public Interest R&D | false |
| Electricite de France | |||
| Overlapping Director/Mgmt | $5,613,360 | Pymnt for Public Interest R&D | false |
| Edison International | |||
| Overlapping Director/Mgmt | $25,480 | Pymnt for Public Interest R&D | false |
| Exelon Corporation | |||
| Overlapping Director/Mgmt | $124,202 | Pymnt for Public Interest R&D | false |
| FirstEnergy Corporation | |||
| Overlapping Director/Mgmt | $262,556 | Pymnt for Public Interest R&D | false |
| HAWAIIAN ELECTRIC INDUSTRIES INC | |||
| Overlapping Director/Mgmt | $260,667 | Pymnt for Public Interest R&D | false |
| Korea Hydro Nuclear Power Co LTD | |||
| Overlapping Director/Mgmt | $701,069 | Pymnt for Public Interest R&D | false |
| SOUTHERN COMPANY | |||
| Overlapping Director/Mgmt | $4,027,841 | Pymnt for Public Interest R&D | false |
| Nathaniel Lyash | |||
| Son of Director | $56,795 | Employment | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | BUSINESS TRANSACTIONS INVOLVING INTEREST PERSONS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE L, PART IV: EPRI received payment from the organizations listed in Schedule L, Part IV with "Funding for Services" shown as the description of transaction in column (d) for work associated with unrelated business activities. An individual that served as a current or former officer, director, trustee or key employee listed in EPRIs Form 990, Part VII, Section A may have served in a similar position for the listed organizations. All of the listed transactions were on an arms-length basis. EPRI made payment to the organizations listed in Schedule L, Part IV with "Payment for Public Interest R&D" shown as the description of transaction in column (d). An individual that served as a current or former officer, director, trustee or key employee listed in EPRIs Form 990, Part VII, Section A may have served in a similar position for the listed organizations. All of the listed transactions were on an arms-length basis. EPRI made payment for employment compensation to the individual listed in Schedule L, Part IV with "Son of Director" shown as the relationship in column (b). Director Jeffrey J. Lyash did not participate in EPRI's management's hiring and compensation decisions regarding Nathaniel Lyash. | ExplanationTxt |
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: The Electric Power Research Institute (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. |
| Organization's Members or Stockholders | Form 990, Part VI, Section A, Line 6: EPRI has three classes of members, namely: (a) Class I (1) Any person, firm, agency or corporation owned by the federal government, or by an agency, authority or instrumentality of the federal government, which is engaged to a substantial degree in the production, transmission or distribution of electric power for public use within the United States; (2) Any cooperative association or cooperative corporation which is engaged to a substantial degree in the production, transmission or distribution of electric power for public use within the United States; (3) Any nonfederal governmental or other public agency, authority or instrumentality, or any non-profit corporation, association or other non-profit organization operating pursuant to governmental oversight or regulation, which is engaged to a substantial degree in the production, transmission or distribution of electric power for public use within the United States; (4) Any corporation, association or other organization operating pursuant to governmental oversight or regulation, which is engaged to a substantial degree in operating, maintaining or assuring reliability of systems for the transmission of electric power for public uses within the United States and Canada; or (5) Any governmental or other public agency, authority or instrumentality within the United States which is engaged to a substantial degree in directly funding research and development related to the production, transmission, distribution, sale, and utilization of electric power, including but not limited to, energy efficiency, renewables, and environmental research. (b) Class II (1) Any investor-owned person, firm or corporation which is engaged to a substantial degree in the production, transmission or distribution of electric power for public use within the United States, or any person controlling such person, firm, corporation or other entity; (2) Any person, firm, corporation, or other entity which is engaged to a substantial degree within the United States in the production or sale of electric power and which is not regulated as a public utility, or any person controlling such person, firm or corporation. (c) Class III Any non-United States government agency or person, firm, corporation or other entity regulated as a utility, which is engaged to a substantial degree in the production, sale, transmission or distribution of electric power for public use outside the United States. |
| Member's Power to Elect or Appoint the Governing Body | Form 990, Part VI, Section A, Line 7a: In 2016, 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 Administrator may each appoint one member of the Board. Class II members may elect fifteen members of the Board. Class III members may elect five 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 required tax information necessary to complete the tax return. The tax firm prepares an initial draft return and reviews the initial draft return with the finance and legal management team; items are discussed and reviewed. Recommended changes are reflected in the return and a draft tax return is prepared. The draft tax return is presented to the Audit Committee 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: EPRI requires all officers, directors and employees to complete an annual statement disclosing any conflicts of interest with a requirement to update the disclosure on an ongoing basis. |
| 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 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 | 09 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EPRI Solutions Inc | ||||||||||||
| 942 Corridor Park | Knoxville | TN | 37932 | 770449454 | R&D Applic | DE | NA | C Corp | -$18,046 | $1,866,190 | 1.00000 | Yes (true) |
| EPRI International Inc | ||||||||||||
| 3420 Hillview Avenue | Palo Alto | CA | 94304 | 522357247 | Intl Sales | DE | NA | C Corp | $310,246 | $1,628,019 | 1.00000 | Yes (true) |
| 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 (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| EPRI INTERNATIONAL INC | ||
| M | $6,464,166 | ACTUAL EXPENSE |
| EPRI INTERNATIONAL INC | ||
| L | $60,397 | ACTUAL EXPENSE |
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