ELECTRIC POWER RESEARCH INSTITUTE INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: ELECTRIC POWER RESEARCH INSTITUTE INC (EIN 23-7175375)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-08-13
IRS object ID: 201422259349303032
Schema version: 2013v3.1
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 L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-08-13T16:06:54-05:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE CALIFORNIA STREET SUITE 2300	AddressLine1
City	SAN FRANCISCO	City
State	CA	State
ZIP Code	94111	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	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	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of	% EPRI FINANCE DIVISION	InCareOfNm
Business Name Control	ELEC	BusinessNameControlTxt
Phone	6508552000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3420 Hillview Avenue	AddressLine1
Address Line2	Suite	AddressLine2
City	Palo Alto	City
State	CA	State
ZIP Code	94304	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Pamela J Keefe	PersonNm
Person Title	SVP CFO and Treasurer	PersonTitleTxt
Phone	7045952524	PhoneNum
Signature	2014-08-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	QI WEN LIANG	PreparerPersonNm
Phone	4159863900	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	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	AddressLine1
City	Palo Alto	City
State	CA	State
ZIP Code	94304	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$583,299,830	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	See Schedule O	ActivityOrMissionDesc
Voting Members Governing Body	33	VotingMembersGoverningBodyCnt
Voting Members Independent	33	VotingMembersIndependentCnt
Total Employee	918	TotalEmployeeCnt
Total Volunteers	35	TotalVolunteersCnt
Total Gross UBI	$44,202,421	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$4,214,752	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$379,265,089	PYProgramServiceRevenueAmt
CY Program Service Revenue	$376,748,690	CYProgramServiceRevenueAmt
PY Investment Income	$7,258,033	PYInvestmentIncomeAmt
CY Investment Income	$1,925,522	CYInvestmentIncomeAmt
PY Other Revenue	$4,690,371	PYOtherRevenueAmt
CY Other Revenue	$4,330,483	CYOtherRevenueAmt
PY Total Revenue	$391,213,493	PYTotalRevenueAmt
CY Total Revenue	$383,004,695	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,793,028	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,397,468	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$137,306,278	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$133,438,809	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$219,481,058	PYOtherExpensesAmt
CY Other Expenses	$221,807,177	CYOtherExpensesAmt
PY Total Expenses	$358,580,364	PYTotalExpensesAmt
CY Total Expenses	$356,643,454	CYTotalExpensesAmt
PY Revenues Less Expenses	$32,633,129	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$26,361,241	CYRevenuesLessExpensesAmt
Total Assets BOY	$305,548,528	TotalAssetsBOYAmt
Total Assets EOY	$328,978,340	TotalAssetsEOYAmt
Total Liabilities BOY	$222,249,249	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$219,313,264	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$83,299,279	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$109,665,076	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	$275,106,496	ExpenseAmt
Grant	$1,397,468	GrantAmt
Revenue	$377,673,384	RevenueAmt
Desc	See Schedule O	Desc
Total Program Service Expenses	$275,106,496	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
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	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	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	false	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	464	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	918	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
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	33	GoverningBodyVotingMembersCnt
Independent Voting Member	33	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	EPRI FINANCE DIVISION	PersonNm
Phone	6508552000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3420 HILLVIEW AVENUE	AddressLine1
City	Palo Alto	City
State	CA	State
ZIP Code	94304	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (62 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	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
KIMBERLY S GREENE
CHAIRMAN OF THE BOARD	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
DENIS P O'BRIEN
VICE CHAIRMAN	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
NICHOLAS K AKINS
DIRECTOR / CHAIR - PART YEAR	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
KENNETH J ANDERSON
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
JAY APT
DIRECTOR - CYPT	1.0	0.0	Yes (X)		$8,500	$0	$0
PATRICK R ATKINS
DIRECTOR - CYPT	1.0	0.0	Yes (X)		$6,500	$0	$0
YVES BAMBERGER
DIRECTOR - CYPT	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	1.0	0.0	Yes (X)		$6,500	$0	$0
W TERRY BOSTON
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
JIM BURKE
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
CAREN BYRD
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
JORGE CARRASCO
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
SHERYL CARTER
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
DANIEL F COLE
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
PAT K COLLAWN
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
THEODORE F CRAVER JR
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
MARK A CROSSWHITE
DIRECTOR - CYPT	1.0	0.0	Yes (X)		$0	$0	$0
BRIAN DAMES
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
ERROL B DAVIS JR
DIRECTOR - CYPT	1.0	0.0	Yes (X)		$5,000	$0	$0
ANITA J DECKER
DIRECTOR - CYPT	1.0	0.0	Yes (X)		$0	$0	$0
WILLIAM K DRUMMOND
DIRECTOR - CYPT	1.0	0.0	Yes (X)		$0	$0	$0
ANTHONY F EARLEY JR
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
BENJAMIN G S FOWKE III
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
W GARY GATES
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	1.0	0.0	Yes (X)		$0	$0	$0
JAMES Y KERR II
DIRECTOR	1.0	0.0	Yes (X)		$7,250	$0	$0
GALE E KLAPPA
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	1.0	0.0	Yes (X)		$0	$0	$0
TOM MITCHELL
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
CHARLE G PARDEE
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
GIL C QUINIONES
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
DAVID SAGGAU
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
BERNARD SALHA
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
THOMAS A SMITH
DIRECTOR - CYPT	1.0	0.0	Yes (X)		$0	$0	$0
THOMAS R STANDISH
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
B KEITH TRENT
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
DAVID G VICTOR
DIRECTOR	1.0	0.0	Yes (X)		$3,050	$0	$0
LIVIO VIDO
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
MICHAEL W HOWARD
PRESIDENT AND CEO	40.0	0.0		Yes (X)	$1,156,262	$0	$69,108
HENRY A COURTRIGHT
SVP GLOBAL STRAT AND EXT RELAT	40.0	0.0		Yes (X)	$606,330	$0	$62,001
CHRISTIAN B LARSEN
SVP MEMBER AND TECH SVCS-CYPT	40.0	0.0		Yes (X)	$841,615	$0	$59,563
ARSHAD MANSOOR
SVP RESEARCH AND DEVELOPMENT	40.0	0.0		Yes (X)	$574,698	$0	$67,313
C THOMAS ALLEY JR
VP GENERATION	40.0	0.0		Yes (X)	$416,011	$0	$55,685
SALVADOR A CASENTE JR
VP GEN COUNSEL AND SECRETARY	40.0	0.0		Yes (X)	$400,648	$0	$38,842
ROBERT N CHAPMAN
VP TECHNICAL ADVISORY SVC	40.0	0.0		Yes (X)	$396,234	$0	$63,563
BRYAN J HANNEGAN
VP ENVIRON. & RENEWABLES-CYPT	40.0	0.0		Yes (X)	$312,778	$0	$42,234
PAMELA J KEEFE
VP CFO AND TREASURER	40.0	0.0		Yes (X)	$381,909	$0	$49,580
MARK MCGRANAGHAN
VP POWER DELIVERY AND UTIL	40.0	0.0		Yes (X)	$403,261	$0	$67,102
ANDA RAY
VP ENV AND CHIEF SUSTAIN OFFIC	40.0	0.0		Yes (X)	$88,960	$0	$8,638
CAROLYN R SHOCKLEY
VP PEOPLE AND PERFORMANCE	40.0	0.0		Yes (X)	$451,980	$0	$69,108
NEIL M WILMSHURST
VP NUCLEAR	40.0	0.0		Yes (X)	$480,578	$0	$59,501
JANIS G MENDELSON
ASSISTANT CORP SECRETARY	40.0	0.0		Yes (X)	$120,506	$0	$22,825
KURT W EDSINGER
DIRECTOR PWR AND BWR MATERIALS	40.0	0.0			$309,232	$0	$49,558	Yes (X)
NORRIS S HIROTA
DIRECTOR GENERATION	40.0	0.0			$331,035	$0	$64,193	Yes (X)
MICHAEL J MILLER
DIRECTOR ENVIRONMENT	40.0	0.0			$313,978	$0	$59,956	Yes (X)
TUAN M NGUYEN
DIRECTOR OF OPERATION EXCELLEN	40.0	0.0			$329,940	$0	$34,778	Yes (X)
GEORGE R OFFEN
SENIOR TECHNICAL EXECUTIVE	40.0	0.0			$337,868	$0	$47,706	Yes (X)
Clark W Gellings
EPRI FELLOW	40.0	0.0			$356,864	$0	$55,251		Yes (X)
Rosa L Yang
SENIOR TECHNICAL EXECUTIVE	40.0	0.0			$338,376	$0	$69,187		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$8,985,863	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,115,692	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	498	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt	Address Line1ContractorAddress/ForeignAddress/AddressLine1	CityContractorAddress/ForeignAddress/City	Province Or StateContractorAddress/ForeignAddress/ProvinceOrState	CountryContractorAddress/ForeignAddress/Country
Southern Company Services Inc
241 Ralph McGill Boulevard NE	ATLANTA	GA	30308	Contract R&D	$13,907,429
Systech Integrators Inc
2050 Gateway Place	SAN JOSE	CA	95110	ERP Implementation	$5,936,475
Electricite de France
				Contract R&D	$4,174,916	1 AVENUE DU GENERAL DE GAULLE	CLAMART CEDEX	0	FR
Eaton Corporation
13100 E Michigan Avenue	GALESBURG	MI	49053	Contract R&D	$3,564,811
Studsvik Nuclear AB
				Contract R&D	$2,865,663	SE-611 82	NYKOPING	0	SW

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	404	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBERSHIP FEE REVENUE	541900	$181,277,692	$164,465,822	$16,811,870
SUPPLEMENTAL FUNDING	541900	$187,216,766	$168,080,447	$19,136,319
BILLABLE SERVICES	541900	$8,254,232		$8,254,232

Field	Value	IRS element (for citing)
Total Program Service Revenue	$376,748,690	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$739,589	TotalRevenueColumnAmt
Exclusion	$739,589	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	$1,464,965	TotalRevenueColumnAmt
Exclusion	$1,464,965	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$2,343,928	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$403,104	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$1,940,824	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,940,824	TotalRevenueColumnAmt
Exclusion	$1,940,824	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$200,938,136	SecuritiesAmt
Other	$139,828	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$199,892,031	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,046,105	SecuritiesAmt
Other	$139,828	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,185,933	TotalRevenueColumnAmt
Exclusion	$1,185,933	ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

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	$547,990	$547,990
OTHER INCOME	900099	$376,704	$376,704

Field	Value	IRS element (for citing)
Other Revenue Total	$924,694	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$383,004,695	TotalRevenueColumnAmt
Related Or Exempt Func Income	$333,470,963	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$44,202,421	UnrelatedBusinessRevenueAmt
Exclusion	$5,331,311	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,331,695	TotalAmt
Program Services	$1,331,695	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$25,950	TotalAmt
Program Services	$25,950	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$39,823	TotalAmt
Program Services	$39,823	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	$7,073,980	TotalAmt
Management And General	$7,073,980	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$5,723	TotalAmt
Management And General	$5,723	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$92,110,954	TotalAmt
Program Services	$53,223,379	ProgramServicesAmt
Management And General	$38,887,575	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$11,227,672	TotalAmt
Program Services	$7,795,658	ProgramServicesAmt
Management And General	$3,432,014	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$16,442,809	TotalAmt
Program Services	$11,416,660	ProgramServicesAmt
Management And General	$5,026,149	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,577,671	TotalAmt
Program Services	$4,567,044	ProgramServicesAmt
Management And General	$2,010,627	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	$561,895	TotalAmt
Program Services	$64,996	ProgramServicesAmt
Management And General	$496,899	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$317,985	TotalAmt
Program Services	$7,563	ProgramServicesAmt
Management And General	$310,422	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$5,312	TotalAmt
Management And General	$5,312	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	$269,743	TotalAmt
Management And General	$269,743	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$718,942	TotalAmt
Management And General	$718,942	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$14,245,900	TotalAmt
Program Services	$13,380,394	ProgramServicesAmt
Management And General	$865,506	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$5,002,134	TotalAmt
Management And General	$5,002,134	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,837,314	TotalAmt
Program Services	$3,625,251	ProgramServicesAmt
Management And General	$212,063	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$13,388,225	TotalAmt
Program Services	$9,907,858	ProgramServicesAmt
Management And General	$3,480,367	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	$7,503,719	TotalAmt
Program Services	$6,631,135	ProgramServicesAmt
Management And General	$872,584	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$4,396,470	TotalAmt
Program Services	$314,032	ProgramServicesAmt
Management And General	$4,082,438	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$9,814,727	TotalAmt
Program Services	$9,272,331	ProgramServicesAmt
Management And General	$542,396	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$592,065	TotalAmt
Management And General	$592,065	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
R&D EXPENSES	$150,750,518	$150,750,518
CONSULTING	$3,093,613		$3,093,613
TELEPHONE	$1,764,857		$1,764,857
EQUIPMENT RENTAL & MAINTENANCE	$1,057,640		$1,057,640

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,486,118	TotalAmt
Program Services	$2,752,209	ProgramServicesAmt
Management And General	$1,733,909	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$356,643,454	TotalAmt
Program Services	$275,106,496	ProgramServicesAmt
Management And General	$81,536,958	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$21,867,318	BOYAmt
EOY	$19,749,438	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$76,071,157	BOYAmt
EOY	$119,659,596	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	$33,885,403	BOYAmt
EOY	$49,183,117	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	$8,346,798	BOYAmt
EOY	$8,052,470	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$145,130,596	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$86,075,806	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$58,944,047	BOYAmt
EOY	$59,054,790	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	$104,588,875	BOYAmt
EOY	$71,688,860	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	$1,844,930	BOYAmt
EOY	$1,590,069	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$305,548,528	BOYAmt
EOY	$328,978,340	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$59,537,680	BOYAmt
EOY	$65,954,959	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	$141,559,618	BOYAmt
EOY	$137,883,064	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	$21,151,951	BOYAmt
EOY	$15,475,241	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$222,249,249	BOYAmt
EOY	$219,313,264	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$83,299,279	BOYAmt
EOY	$109,665,076	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	$83,299,279	BOYAmt
EOY	$109,665,076	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$305,548,528	BOYAmt
EOY	$328,978,340	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$26,361,241	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$4,556	NetUnrlzdGainsLossesInvstAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
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
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

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	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$347,282,315	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$361,989,545	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$360,794,350	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$379,265,089	CurrentTaxYearMinus1YearAmt
Current Tax Year	$376,748,690	CurrentTaxYearAmt
Total	$1,826,079,989	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	$347,282,315	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$361,989,545	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$360,794,350	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$379,265,089	CurrentTaxYearMinus1YearAmt
Current Tax Year	$376,748,690	CurrentTaxYearAmt
Total	$1,826,079,989	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	$115,756,636	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$115,845,139	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$121,175,441	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$111,578,750	CurrentTaxYearMinus1YearAmt
Current Tax Year	$124,546,693	CurrentTaxYearAmt
Total	$588,902,659	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$115,756,636	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$115,845,139	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$121,175,441	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$111,578,750	CurrentTaxYearMinus1YearAmt
Current Tax Year	$124,546,693	CurrentTaxYearAmt
Total	$588,902,659	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$1,237,177,330	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,502,035	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$23,624,183	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,520,706	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,425,618	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,548,482	CurrentTaxYearAmt
Total	$44,621,024	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	$6,502,035	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$23,624,183	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,520,706	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,425,618	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,548,482	CurrentTaxYearAmt
Total	$44,621,024	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	$1,276,315	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,448,243	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,002,177	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,716,193	CurrentTaxYearMinus1YearAmt
Current Tax Year	$924,694	CurrentTaxYearAmt
Total	$7,367,622	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$355,060,665	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$387,061,971	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$368,317,233	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$385,406,900	CurrentTaxYearMinus1YearAmt
Current Tax Year	$382,221,866	CurrentTaxYearAmt
Total	$1,878,068,635	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.65875	PublicSupportCY509Pct
Public Support PY509	0.64765	PublicSupportPY509Pct
Investment Income CY	0.02376	InvestmentIncomeCYPct
Investment Income PY	0.02646	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART III	FormAndLineReferenceDesc
Explanation	Support Schedule for Organizations Described in Section 509(a)(2): 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). 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.	ExplanationTxt

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	$5,312	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$5,312	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$275,101,184	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$275,106,496	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	$10,262	CurrentYearMinus3Amt
Current Year Minus2	$24,113	CurrentYearMinus2Amt
Current Year Minus1	$1,047	CurrentYearMinus1Amt
Current Year	$5,312	CurrentYearAmt
Total	$40,734	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	$68,183,152	OtherCostOrOtherBasisAmt
Depreciation	$40,807,643	DepreciationAmt
Book Value	$27,375,509	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,814,239	OtherCostOrOtherBasisAmt
Depreciation	$3,762,529	DepreciationAmt
Book Value	$1,051,710	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$28,822,243	OtherCostOrOtherBasisAmt
Depreciation	$20,853,814	DepreciationAmt
Book Value	$7,968,429	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$41,017,663	OtherCostOrOtherBasisAmt
Depreciation	$20,651,820	DepreciationAmt
Book Value	$20,365,843	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$59,054,790	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
LONG TERM INVESTMENTS	$69,914,527	F
INVESTMENT IN SUBSIDIARIES	$1,769,410	F
INVESTMENT IN OTHER COMPANIES	$4,923	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$71,688,860	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
ACCRUED POST RETIREMENT BENEFITS	$9,534,528
DEPOSIT ACCOUNTS	$2,578,164
RETENTION PAYABLE - LONG TERM	$1,694
OTHER LONG-TERM LIABILITIES	$1,569,303
INTERCO PAYABLE WITH RELATED PARTY	$1,791,552

Field	Value	IRS element (for citing)
Total Liability	$15,475,241	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule D, Part X, Line 2	FormAndLineReferenceDesc
Explanation	FIN 48 (ASC 740) Footnote: 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 2012 or 2013. As a result, the financial statements do not have a FIN 48 liability recorded and a footnote for FIN 48 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	EmployeeEmployeeCnt
Central America and the Caribbean	Program Services	R&D Project	$100
East Asia and the Pacific	Program Services	R&D Project	$2,050,412
Europe (Including Iceland and Greenland)	Program Services	R&D Project	$14,088,032	1
Middle East and North Africa	Program Services	R&D Project	$4,589
North America	Program Services	R&D Project	$3,394,746
Russia and the Newly Independent States	Program Services	R&D Project	$97,260
South America	Program Services	R&D Project	$99,973
South Asia	Program Services	R&D Project	$9,660
Sub-Saharan Africa	Program Services	R&D Project	$42,597
East Asia and the Pacific	Unrelated Trade or Business		$812,063
Europe (Including Iceland and Greenland)	Unrelated Trade or Business		$867,695
North America	Unrelated Trade or Business		$52,601
South America	Unrelated Trade or Business		$7,946
Europe (Including Iceland and Greenland)	Grantmaking		$39,823
East Asia and the Pacific	Investments		$26,687,674
Europe (Including Iceland and Greenland)	Investments		$34,770,997
North America	Investments		$22,059,128

Field	Value	IRS element (for citing)
Subtotal Employees	1	SubtotalEmployeesCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$105,085,296	SubtotalSpentAmt
Total Spent	$105,085,296	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
Europe (Including Iceland and Greenland)	Contribution	$6,568	ELECTRONIC
Europe (Including Iceland and Greenland)	CONTRIBUTION	$27,665	ELECTRONIC

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt
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	Yes (true)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 2:	FormAndLineReferenceDesc
Explanation	Monitoring the Use of Grant Funds Outside of the United States: EPRI occasionally makes grants to other institutions when doing so is consistent with and furthers EPRI's charitable purpose. Grants are made only to entities which are well known to EPRI and after appropriate due diligence. The permitted uses of the granted funds are communicated 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 (14 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
AMERICAN COUNCIL ON RENEWABLE ENERGY
1600 K STREET NW	WASHINGTON	DC	20006	522353661	501(c)(3)	$50,000	CONTRIBUTION
AMERICAN NUCLEAR SOCIETY
555 N KENSINGTON AVE	LG PARK	IL	60526	362386176	501(c)(3)	$10,000	Contribution
ARIZONA STATE UNIVERSITY
577 ENGINEERING RSRCH CTR	TEMPE	AZ	85287	860196696	115	$461,407	Contribution
CARNEGIE MELLON UNIVERSITY
5000 FORBES AVENUE	PITTSBURGH	PA	15213	250969449	501(c)(3)	$181,372	Contribution
KANU HAWAII
1050 BISHOP STREET	HONOLULU	HI	96813	205552831	501(c)(3)	$12,000	Contribution
NDE RESEARCH ASSOCIATION LIMITED
22 LAW DRIVE	FAIRFIELD	NJ	07007	131623899	501(c)(3)	$12,000	Contribution
OHIO STATE UNIVERSITY
1248 ARTHUR E ADAMS DR	COLUMBUS	OH	43221	316025986	115	$11,250	Contribution
RESOURCES FOR THE FUTURE
1616 P STREET NW	WASHINGTON	DC	20036	530220900	501(c)(3)	$25,000	Contribution
STANFORD UNIVERSITY
326 GALVEZ STREET	STANFORD	CA	94305	941156365	501(c)(3)	$50,000	Contribution
THE ASPEN INSTITUTE
ONE DUPONT CIRCLE	WASHINGTON	DC	20036	840399006	501(c)(3)	$20,000	Contribution
THE UNIVERSITY OF NORTH CAROLINA
9201 UNIV CITY BLVD	CHARLOTTE	NC	28223	566059417	115	$15,000	Contribution
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVE	LA JOLLA	CA	92093	952872494	115	$350,000	Contribution
UNIVERSITY OF MINNESOTA
2221 UNIV AVE SE	MINNEAPOLIS	MN	55414	416007513	115	$66,666	Contribution
WILLAMETTE PARTNERSHIP
4640 SW MACADAM AVENUE	PORTLAND	OR	97239	331103430	501(c)(3)	$25,000	Contribution

Field	Value	IRS element (for citing)
Total501c3 Org	14	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
HONORARIUM FOR PARTICIP AIR QUALITY ADV MEETING	1	$1,000
HONORARIUM FOR PARTICIP SAC ENV RISK MEETING	5	$8,000
HONORARIUM FOR SPEAKING EEI-EPRI FUEL SEMINAR	1	$1,500
HONORARIUM FOR SPEAKING ENV ADV MEETING	2	$1,850
Honorarium for Particip On Advisory Council	11	$13,600

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	Monitoring the Use of Grant Funds in the United States: EPRI occasionally makes grants to other institutions when doing so is consistent with and furthers EPRI's charitable purpose. Grants are made only to entities which are well known to EPRI and after appropriate due diligence. The permitted uses of the granted funds are communicated 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
Travel For Companions	Yes (X)	TravelForCompanionsInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
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	Yes (true)	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 (19 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	$540,982	$0	$535,264	$0	$80,016	$0	$43,000	$0	$26,108	$0	$1,225,370	$0	$0	$0
HENRY A COURTRIGHT
SVP GLOBAL STRAT AND EXT RELAT	$336,672	$0	$240,000	$0	$29,658	$0	$43,000	$0	$19,001	$0	$668,331	$0	$0	$0
CHRISTIAN B LARSEN
SVP MEMBER AND TECH SVCS-CYPT	$268,071	$0	$349,400	$0	$224,144	$0	$43,000	$0	$16,563	$0	$901,178	$0	$0	$0
ARSHAD MANSOOR
SVP RESEARCH AND DEVELOPMENT	$320,577	$0	$229,000	$0	$25,121	$0	$43,000	$0	$24,313	$0	$642,011	$0	$0	$0
C THOMAS ALLEY JR
VP GENERATION	$249,950	$0	$153,000	$0	$13,061	$0	$40,783	$0	$14,902	$0	$471,696	$0	$0	$0
SALVADOR A CASENTE JR
VP GEN COUNSEL AND SECRETARY	$238,925	$0	$148,000	$0	$13,723	$0	$38,812	$0	$30	$0	$439,490	$0	$0	$0
ROBERT N CHAPMAN
VP TECHNICAL ADVISORY SVC	$235,652	$0	$148,000	$0	$12,582	$0	$39,250	$0	$24,313	$0	$459,797	$0	$0	$0
BRYAN J HANNEGAN
VP ENVIRON. & RENEWABLES-CYPT	$127,164	$0	$153,000	$0	$32,614	$0	$28,330	$0	$13,904	$0	$355,012	$0	$0	$0
PAMELA J KEEFE
VP CFO AND TREASURER	$244,284	$0	$119,000	$0	$18,625	$0	$36,350	$0	$13,230	$0	$431,489	$0	$0	$0
MARK MCGRANAGHAN
VP POWER DELIVERY AND UTIL	$247,981	$0	$153,000	$0	$2,280	$0	$40,994	$0	$26,108	$0	$470,363	$0	$0	$0
CAROLYN R SHOCKLEY
VP PEOPLE AND PERFORMANCE	$267,308	$0	$170,000	$0	$14,672	$0	$43,000	$0	$26,108	$0	$521,088	$0	$0	$0
NEIL M WILMSHURST
VP NUCLEAR	$277,035	$0	$198,000	$0	$5,543	$0	$43,000	$0	$16,501	$0	$540,079	$0	$0	$0
KURT W EDSINGER
DIRECTOR PWR AND BWR MATERIALS	$222,396	$0	$86,523	$0	$313	$0	$30,945	$0	$18,613	$0	$358,790	$0	$0	$0
NORRIS S HIROTA
DIRECTOR GENERATION	$225,562	$0	$104,500	$0	$973	$0	$33,885	$0	$30,308	$0	$395,228	$0	$0	$0
MICHAEL J MILLER
DIRECTOR ENVIRONMENT	$221,493	$0	$88,292	$0	$4,193	$0	$31,648	$0	$28,308	$0	$373,934	$0	$0	$0
TUAN M NGUYEN
DIRECTOR OF OPERATION EXCELLEN	$221,669	$0	$107,000	$0	$1,271	$0	$33,028	$0	$1,750	$0	$364,718	$0	$0	$0
GEORGE R OFFEN
SENIOR TECHNICAL EXECUTIVE	$229,727	$0	$105,202	$0	$2,939	$0	$33,726	$0	$13,980	$0	$385,574	$0	$0	$0
Clark W Gellings
EPRI FELLOW	$243,910	$0	$109,000	$0	$3,954	$0	$35,811	$0	$19,440	$0	$412,115	$0	$0	$0
Rosa L Yang
SENIOR TECHNICAL EXECUTIVE	$223,642	$0	$113,277	$0	$1,457	$0	$34,674	$0	$34,513	$0	$407,563	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule J, Part I, Line 1a	FormAndLineReferenceDesc
Explanation	Questions Regarding Compensation: First Class Travel: EPRI's CEO and senior vice presidents are required to travel frequently and often for extended periods away from home. To lessen the burden and increase productivity first class travel is allowed and pre-approved for EPRI's CEO and senior vice presidents during periods when the individual is subjected to a heavy travel schedule and extended flight duration. Travel for Companions: EPRI recognizes exceptional employee achievement through an annual award program. EPRI officers and award winners may be reimbursed for companion travel for one guest to attend the annual award ceremony. The travel reimbursement is reported on the employee's Form W-2 as taxable income as required and reported on Schedule J, Part II, Column B(iii). Gross-Up Payments: EPRI provides a gross up related to the taxes payable on the additional taxable income reported for the reimbursement of companion travel to attend the annual award ceremony. The following Individuals received payments for reimbursement of companion travel in 2013. Mark Mcgranaghan $1,216 George R Offen $449 Clark W Gellings $825 Personal Services: 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 2013 resulted in taxable income to the officers: Michael W Howard $12,000 Henry A Courtright $12,000 Arshad Mansoor $12,000 Charles T Alley Jr $12,000 Salvador A Casente Jr $12,000 Robert N Chapman $12,000 Bryan J Hannegan $6,000 Pamela J keefe $12,000 Anda Ray $2,334 Carolyn R Shockley $12,000 Line 4a: The following individual received severance, which is reported on his Form W-2 as taxable income as required and reported on Schedule J, Part II, Column B(iii). Christian B Larsen $184,038 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 under the plans the amount of any severance benefit provided 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 entitiled to a payment upon qualifying employment terminations, as required in the program. 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 $65,413 Henry A Courtright $15,304 Christian B Larsen $7,939 Arshad Mansoor $12,613 Carolyn R Shockley $1,510 Neil M Wilmshurst $4,886 Line 7: Officers, as well as employees, are eligible for incentive awards based on EPRI's results against Corporate Goals and each individual's performance and contribution toward achieving those goals. Incentive awards are strongly tied to both corporate and individual performance. Incentive awards are determined based as a percentage of base salary and are considered in the determination by EPRI of a total reasonable compensation package. The EPRI Board approves incentive payments for all officers.	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (36 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
SEE SCH L PART V FOR

FURTHER DETAILED

INFORMATION ON TRANSACTIONS BELOW

THE FOLLOWING ARE PAYMENTS TO EPRI

AMERICAN ELECTRIC POWER
BOARD DIRECTOR	$1,483,014	FUNDING FOR SERVICES	false
DUKE ENERGY CORPORATION
BOARD DIRECTOR	$117,000	FUNDING FOR SERVICES	false
EDISON INTERNATIONAL
BOARD DIRECTOR	$210,000	FUNDING FOR SERVICES	false
ELECTRICITE DE FRANCE
BOARD DIRECTOR	$66,159	FUNDING FOR SERVICES	false
ENEL
BOARD DIRECTOR	$125,000	FUNDING FOR SERVICES	false
ENTERGY CORPORATION
BOARD DIRECTOR	$299,374	FUNDING FOR SERVICES	false
EXELON CORPORATION
BOARD DIRECTOR	$92,508	FUNDING FOR SERVICES	false
FIRSTENERGY CORPORATION
BOARD DIRECTOR	$74,400	FUNDING FOR SERVICES	false
PGE CORPORATION
BOARD DIRECTOR	$48,000	FUNDING FOR SERVICES	false
SALT RIVER PROJECT
BOARD DIRECTOR	$250,000	FUNDING FOR SERVICES	false
SOUTHERN COMPANY
BOARD DIRECTOR	$82,883	FUNDING FOR SERVICES	false
TENNESSEE VALLEY AUTHORITY
BOARD DIRECTOR	$306,979	FUNDING FOR SERVICES	false
TOKYO ELECTRIC POWER COMPANYTEPCO
BOARD DIRECTOR	$318,000	FUNDING FOR SERVICES	false
SEE SCHEDULE L PART V FOR FURTHER

DETAILED INFORMATION ON THE

TRANSACTIONS BELOW THE FOLLOWING

ARE PAYMENTS BY EPRI

AMERICAN ELECTRIC POWER
Board Director	$329,586	PYMNT FOR PUBLIC INTEREST R&D	false
DUKE ENERGY CORPORATION
Board Director	$413,874	PYMNT FOR PUBLIC INTEREST R&D	false
EDISON INTERNATIONAL
Board Director	$19,500	PYMNT FOR PUBLIC INTEREST R&D	false
ELECTRICITE DE FRANCE
Board Director	$4,174,916	PYMNT FOR PUBLIC INTEREST R&D	false
EXELON CORPORATION
Board Director	$126,601	PYMNT FOR PUBLIC INTEREST R&D	false
FIRSTENERGY CORPORATION
Board Director	$536,595	PYMNT FOR PUBLIC INTEREST R&D	false
HAWAIIAN ELECTRIC INDUSTRIES INC
Board Director	$181,192	PYMNT FOR PUBLIC INTEREST R&D	false
KOREA ELECTRIC POWER COMPANY
Board Director	$110,967	PYMNT FOR PUBLIC INTEREST R&D	false
MASSACHUSETTS INST OF TECHNOLOGY
BOARD DIRECTOR	$674,813	PYMNT FOR PUBLIC INTEREST R&D	false
NORTHEAST UTILITIES
BOARD DIRECTOR	$153,819	PYMNT FOR PUBLIC INTEREST R&D	false
OMAHA PUBLIC POWER DISTRICT
BOARD DIRECTOR	$150,000	PYMNT FOR PUBLIC INTEREST R&D	false
PGE CORPORATION
BOARD DIRECTOR	$87,080	PYMNT FOR PUBLIC INTEREST R&D	false
SOUTHERN COMPANY
BOARD DIRECTOR	$14,357,940	PYMNT FOR PUBLIC INTEREST R&D	false
TENNESSEE VALLEY AUTHORITY
BOARD DIRECTOR	$296,681	PYMNT FOR PUBLIC INTEREST R&D	false
TOKYO ELECTRIC POWER COMPANY
BOARD DIRECTOR	$14,838	PYMNT FOR PUBLIC INTEREST R&D	false

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule L, Part IV	FormAndLineReferenceDesc
Explanation	Business Transactions Inolving Interested Persons: EPRI received payment from the organizations listed in Schedule L, Part IV to conduct services work associated with unrelated business activities. An individual that served as a current or former officer, director, trustee or key employee listed in EPRI's Form 990, Part VII, Section A may have served in a similar position for the listed organizations. All of the listed transactions were on an arms-length basis. EPRI made payment to the organizations listed in Schedule L, Part IV to conduct public interest and supplemental research. An individual that served as a current or former officer, director, trustee or key employee listed in EPRI's Form 990, Part VII, Section A may have served in a similar position for the listed organizations. All of the listed transactions were on an arms-length basis.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part I, Line 1 and Part III, Line 1	Organization's Mission and Most Important Activities: 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 III, Line 4a	Program Service Activity: EPRI's mission is to conduct research & development through science and technology with a view of providing benefits to its member's customers and the U.S. public. To accomplish this objective, EPRI develops and manages research and development programs for improving energy generation, delivery and usage. Program service expenses are direct charges to the research programs. Certain indirect expenses are included in the management and general expense category, as EPRI does not separate these expenses for financial accounting purposes.
Form 990, Part VI, Section A, Line 6	Organization's Members or Stockholders: 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.
Form 990, Part VI, Section A, Line 7a	Members Power to Elect or Appoint Members of Governing Body: In 2013, the members of EPRI's Board of Directors were elected and appointed as follows: Class I members may elect seven members of the Board. The Tennessee Valley Authority and the Bonneville Power Administrator may each appoint one member of the Board. Class II members may elect fifteen members of the Board. Class III members may elect five members of the Board. The EPRI Governance and Nominating Committee may appoint six members of the Board.
Form 990, Part VI, Section A, Line 7b	Governance Decisions Reserved to Members: 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, Part VI, Section B, Line 11a	Form 990 Review Process: An external tax firm and EPRI staff work together to gather the required tax information necessary to complete the tax return. The tax firm prepares an initial draft return and reviews the initial draft return with the finance and legal management team; items are discussed and reviewed. Recommended changes are reflected in the return and a draft tax return is prepared. The draft tax return is presented to the Audit Committee for their review and a copy is provided through a secure link to the Board of Directors. The audit committee may question EPRI management and the external tax firm or ask for clarification on any item on the return. After the Committee has reviewed the tax return, the return is filed with the appropriate governing tax authorities.
Form 990, Part VI, Section B, Line 12c	Monitoring and Enforcement of Conflict of Interest Policy: EPRI requires all employees to complete an annual statement disclosing any conflicts of interest and they have a requirement to update the disclosure on an ongoing basis.
Form 990, Part VI, Section B, Lines 15a and 15b	Determination of Compensation of Organization's CEO, Officers, and Key Employees: Officers' compensation decisions 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 document the approval in the minutes.
Form 990, Part VI, Section B, Line 16b	Participation in a Joint Venture or Similar Arrangement with Taxable Entity: As defined by the Form 990 instructions, a joint venture or similar arrangement (or a "venture or arrangement") means any joint ownership or contractual arrangement through which there is an agreement to jointly undertake a specific business enterprise, investment, or exempt-purpose activity without regard to (1) whether the organization controls the venture or arrangement, (2) the legal structure of the venture or arrangement. EPRI performs services work and other unrelated business activities and reports that work as unrelated business income for appropriate tax treatment. Particular care is taken in structuring business arrangements such as commercialization transactions, strategic alliances, service centers, and other similar arrangements, including obtaining advice early in the process, in order to protect EPRI's tax-exempt status and minimize any liability.
Form 990, Part VI, Section C, Line 19	Documents Made Available to the Public: EPRI makes its governing documents, conflict of interest policy, and audited financial statements for the past 3 years available to the public through its own website.

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	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3420 HIllview Avenue	AddressLine1
City	Palo Alto	City
State	CA	State
ZIP Code	94304	ZIPCode

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	9	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	EPRI Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Controlled Organization	Yes (true)	ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1	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	EPRI INC	C Corp	-$5,446	$1,902,015	1.00000	Yes (true)
Epri International Inc
3420 Hillview Avenue	Palo Alto	CA	94304	522357247	Intl Sales	DE	EPRI INC	C Corp	$265,925	$535,445	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

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	EPRI INTERNATIONAL INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	m	TransactionTypeTxt
Involved	$4,396,470	InvolvedAmt
Method Of Amount Determination	ACTUAL EXPENSE	MethodOfAmountDeterminationTxt