EDISON ELECTRIC INSTITUTE INC (EIN 130659550) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1933

Legal Domicile

Principal Officer

PATRICIA VINCENT-COLLAWN

Phone

2025085000

Tax Period

2023-01-01 to 2023-12-31

EDISON ELECTRIC INSTITUTE INC, founded in 1933, is a mid-sized nonprofit in the Community Improvement sector that reported $96.0M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

THE EDISON ELECTRIC INSTITUTE (EEI) IS THE ASSOCIATION THAT REPRESENTS ALL U.S. INVESTOR-OWNED ELECTRIC COMPANIES. OUR MEMBERS PROVIDE ELECTRICITY FOR MORE THAN 250 MILLION AMERICANS, AND OPERATE IN ALL 50 STATES AND THE DISTRICT OF COLUMBIA. THE ELECTRIC POWER INDUSTRY SUPPORTS MORE THAN 7 MILLION JOBS IN COMMUNITIES ACROSS THE UNITED STATES. IN ADDITION TO OUR U.S. MEMBERS, EEI HAS MORE THAN 70 INTERNATIONAL ELECTRIC COMPANIES AS INTERNATIONAL MEMBERS AND HUNDREDS OF INDUSTRY SUPPLIERS AND RELATED ORGANIZATIONS AS ASSOCIATE MEMBERS. ORGANIZED IN 1933, EEI PROVIDES PUBLIC POLICY LEADERSHIP, STRATEGIC BUSINESS INTELLIGENCE, AND ESSENTIAL CONFERENCES AND FORUMS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $92,987,882

Investment Income $2,971,528

Other Revenue $88,243

TOTAL REVENUE $96,047,653

Expense Breakdown

Grants Paid $2,642,578

Salaries & Benefits $51,294,800

Fundraising Expenses $0

Other Expenses $49,596,306

TOTAL EXPENSES $103,533,684

Year-over-Year Comparison

	2023	2022	Change
Revenue	$96,047,653	$86,138,571	+0.1%
Expenses	$103,533,684	$83,221,688	+0.2%
Net Income	$-7,486,031	$2,916,883	-3.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✓ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

211

Volunteers

3300

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$28,949,452

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WARNER L BAXTER	CHAIR UNTIL 6/23, MEMBER UNTIL 11/23	4.00	Officer Director	$0	$0	$0
PEDRO J PIZARRO	VICE CHAIR THRU 6/23, CHAIR AT 6/23	4.00	Officer Director	$0	$0	$0
MARIA M POPE	VICE CHAIR	4.00	Officer Director	$0	$0	$0
NICHOLAS K AKINS	MEMBER (UNTIL 10/23)	1.00	Director	$0	$0	$0
LINDA APSEY	MEMBER	1.00	Director	$0	$0	$0
PEDRO AZAGRA	MEMBER	1.00	Director	$0	$0	$0
SCOTT BALFOUR	MEMBER	1.00	Director	$0	$0	$0
ARUN BANSKOTA	MEMBER (UNTIL 8/23)	1.00	Director	$0	$0	$0
ROBERT F BEARD	MEMBER	1.00	Director	$0	$0	$0
BRIAN B BIRD	MEMBER	1.00	Director	$0	$0	$0
ROBERT M BLUE	MEMBER	1.00	Director	$0	$0	$0
CALVIN G BUTLER JR	MEMBER	1.00	Director	$0	$0	$0
DAVID A CAMPBELL	MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER M CAPONE	MEMBER (AS OF 3/23)	1.00	Director	$0	$0	$0
TIMOTHY P CAWLEY	MEMBER	1.00	Director	$0	$0	$0
LEO P DENAULT	MEMBER (UNTIL 2/23)	1.00	Director	$0	$0	$0
THOMAS DUNN	MEMBER	1.00	Director	$0	$0	$0
LINDEN R EVANS	MEMBER	1.00	Director	$0	$0	$0
THOMAS A FANNING	MEMBER	1.00	Director	$0	$0	$0
WILLIAM J FEHRMAN	MEMBER (UNTIL 9/23)	1.00	Director	$0	$0	$0
JOHN FLYNN	MEMBER	1.00	Director	$0	$0	$0
WILLIAM G FONTENOT	MEMBER	1.00	Director	$0	$0	$0
CHARLES A FRENI JR	MEMBER (UNTIL 2/23)	1.00	Director	$0	$0	$0
ROBERT C FRENZEL	MEMBER	1.00	Director	$0	$0	$0
ANDRES R GLUSKI	MEMBER	1.00	Director	$0	$0	$0
LYNN J GOOD	MEMBER	1.00	Director	$0	$0	$0
SUSAN M GRAY	MEMBER	1.00	Director	$0	$0	$0
LISA A GROW	MEMBER	1.00	Director	$0	$0	$0
JEFFREY B GULDNER	MEMBER	1.00	Director	$0	$0	$0
GRADON R HAEHNEL	MEMBER (AS OF 6/23)	1.00	Director	$0	$0	$0
JEFFRY M HOUSEHOLDER	MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER HUSKILSON	MEMBER (AS OF 9/23)	1.00	Director	$0	$0	$0
DAVID G HUTCHENS	MEMBER	1.00	Director	$0	$0	$0
DAVID W JAMES II	MEMBER	1.00	Director	$0	$0	$0
JEFFREY M KEEBLER	MEMBER	1.00	Director	$0	$0	$0
JOHN W KETCHUM	MEMBER	1.00	Director	$0	$0	$0
MARY E KIPP	MEMBER	1.00	Director	$0	$0	$0
NICOLE A KIVISTO	MEMBER	1.00	Director	$0	$0	$0
RALPH A LAROSSA	MEMBER	1.00	Director	$0	$0	$0
JAMES C LARSEN	MEMBER (UNTIL 5/23)	1.00	Director	$0	$0	$0
JOHN O LARSEN	MEMBER	1.00	Director	$0	$0	$0
SCOTT J LAUBER	MEMBER	1.00	Director	$0	$0	$0
DAVID J LESAR	MEMBER	1.00	Director	$0	$0	$0
MARTIN J LYONS JR	MEMBER	1.00	Director	$0	$0	$0
CHARLES S MACFARLANE	MEMBER	1.00	Director	$0	$0	$0
ANDREW S MARSH	MEMBER	1.00	Director	$0	$0	$0
MARI MCCLURE	MEMBER	1.00	Director	$0	$0	$0
THOMAS P MEISSNER JR	MEMBER	1.00	Director	$0	$0	$0
JOSEPH R NOLAN	MEMBER	1.00	Director	$0	$0	$0
JERRY NORCIA	MEMBER	1.00	Director	$0	$0	$0
E ALLEN NYE	MEMBER	1.00	Director	$0	$0	$0
BETHANY M OWEN	MEMBER	1.00	Director	$0	$0	$0
JOHN M PETTIGREW	MEMBER	1.00	Director	$0	$0	$0
PATRICIA K POPPE	MEMBER	1.00	Director	$0	$0	$0
MICHAEL QUINN	MEMBER	1.00	Director	$0	$0	$0
GARRICK J ROCHOW	MEMBER	1.00	Director	$0	$0	$0
MICHAEL ROWE	MEMBER	1.00	Director	$0	$0	$0
KEVIN C SAGARA	MEMBER (UNTIL 12/23)	1.00	Director	$0	$0	$0
SCOTT WH SEU	MEMBER	1.00	Director	$0	$0	$0
JULIE A SLOAT	MEMBER	1.00	Director	$0	$0	$0
JOHN W SOMERHALDER II	MEMBER (UNTIL 6/23)	1.00	Director	$0	$0	$0
VINCENT SORGI	MEMBER	1.00	Director	$0	$0	$0
BRIAN X TIERNEY	MEMBER (AS OF 6/23)	1.00	Director	$0	$0	$0
SCOTT THON	MEMBER (AS OF 9/23)	1.00	Director	$0	$0	$0
KELLY A TOMBLIN	MEMBER	1.00	Director	$0	$0	$0
SEAN TRAUSCHKE	MEMBER	1.00	Director	$0	$0	$0
DENNIS P VERMILLION	MEMBER	1.00	Director	$0	$0	$0
PATRICIA K VINCENT-COLLAWN	MEMBER	1.00	Director	$0	$0	$0
KEVIN E WALKER	MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER C WOMACK	MEMBER (AS OF 6/23)	1.00	Director	$0	$0	$0
LLOYD M YATES	MEMBER	1.00	Director	$0	$0	$0
THOMAS KUHN	PRESIDENT AND CEO	43.00	Officer	$5,597,026	$8,803,592	$14,400,618
DANNY BROUILLETTE	PRESIDENT AND CEO ELECT	45.00	Officer	$2,950,322	$253,765	$3,204,087
BRIAN WOLFF	CSO & EVP, PUB POLICY & EXT AFFAIRS	44.00	Officer	$1,491,155	$701,964	$2,193,119
PHILIP MOELLER	EVP, BUSINESS OPS & REG AFFAIRS	45.00	Officer	$1,164,835	$217,301	$1,382,136
RICHARD MCMAHON	SVP ENERGY SUPPLY/FINANCE, CHIEF ESG	45.00	Officer	$688,984	$522,990	$1,211,974
EMILY FISHER	EVP CLEAN ENERGY, GEN COUNSEL & SECRETARY	44.00	Officer	$807,649	$149,023	$956,672
JOHN SCHLENKER	CFO & TREASURER (UNTIL 12/23)	44.00	Officer	$855,797	$237,824	$1,093,621
LISA WOOD	VP, CUSTOMER SOLUTIONS (UNTIL 3/23)	40.50	Officer	$200,590	$66,957	$289,835
SCOTT AARONSON	SVP, SECURITY & PREPAREDNESS	45.00	Officer	$561,415	$109,555	$670,970
STEPHANIE VOYDA	SVP, COMMS & MEMBER ENGAGEMENT	44.00	Officer	$552,372	$63,036	$626,681
LAWRENCE JONES	SVP, INTERNATIONAL PROGRAMS	45.00	Officer	$474,566	$86,223	$560,789
ERIC GREY	VP, GOVERNMENT RELATIONS	45.00	Officer	$484,455	$101,162	$585,617
COURTNEY PETERSON	VP, CHRO & CHIEF DIVERSITY OFFICER	42.00	Officer	$488,899	$65,250	$554,149
PHILIP DION	SVP, CUSTOMER SOLUTIONS	44.00	Officer	$420,537	$55,293	$475,830
KRISTINE TELFORD	EXECUTIVE DIRECTOR, EXTERNAL AFFAIRS	45.00	Officer	$340,454	$63,341	$403,795
SHELBY LINTON-KEDDIE	EXEC DIR, REG AFFAIRS (UNTIL 10/23)	45.00	Officer	$310,397	$29,162	$339,559
ANDREA KOCH	SENIOR DIRECTOR, RELIABILITY POLICY	45.00	Highest	$299,109	$56,212	$355,321
SADEGH RAZEGHI	CIO (UNTIL 10/23)	45.00	Highest	$443,182	$1,791	$444,973
JOHN ANDERSON	EXECUTIVE DIRECTOR, EWAC	45.00	Highest	$289,629	$67,769	$357,398
ERIC HOLDSWORTH	MANAGING DIR, CLEAN ENERGY & ENVIRON. POLICY	33.50	Highest	$301,915	$13,986	$315,901
ROBERT MICHEL	MANAGING DIR, EMPLOYMENT TESTING	45.00	Highest	$309,904	$38,166	$348,070

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$96,047,653	$103,533,684	$221,643,885	$-7,486,031
2022	$86,138,571	$83,221,688	$217,541,309	$2,916,883
2021	$81,084,181	$73,304,843	$198,917,565	$7,779,338
2020	$79,597,116	$75,277,349	$175,664,039	$4,319,767
2019	$90,100,281	$91,953,760	$154,826,604	$-1,853,479
2018	$91,100,523	$94,680,869	$141,421,911	$-3,580,346

EDISON ELECTRIC INSTITUTE INC