ELECTRIC POWER RESEARCH INSTITUTE INC (EIN 237175375) - 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

1972

Legal Domicile

Principal Officer

ARSHAD MANSOOR

Phone

6508552000

Tax Period

2023-01-01 to 2023-12-31

ELECTRIC POWER RESEARCH INSTITUTE INC, founded in 1972, is a major nonprofit in the Public & Societal Benefit sector that reported $478.7M in total revenue in fiscal year 2023.

Mission

FIRST-CLASS TRAVEL SENIOR VICE PRESIDENTS AND THE CHIEF EXECUTIVE OFFICER, ALONG WITH CERTAIN BOARD MEMBERS FOR WHOM EPRI REIMBURSES TRAVEL, ARE AUTHORIZED TO BOOK AIR TRAVEL ONE CLASS ABOVE ECONOMY ON FLIGHTS WHERE THE PUBLISHED DURATION IS MORE THAN FOUR (4) HOURS, OR THE TRIP DURATION (DEPARTURE AIRPORT TO DESTINATION AIRPORT) REQUIRES ONE OR MORE STOPS FOR A TOTAL PUBLISHED DURATION OF MORE THAN SEVEN (7) HOURS. PERSONAL SERVICES EPRI MAKES AVAILABLE TO ITS KEY OFFICERS A FINANCIAL PLANNING BENEFIT THROUGH AN OUTSIDE VENDOR, WHICH EACH OFFICER MAY DETERMINE TO ACCEPT OR DECLINE. OFFICERS SELECTING THE SERVICE MAY ALSO USE THE PLANNER FOR TAX PREPARATION ADVICE. THE BENEFIT IS TREATED AS TAXABLE INCOME TO THE OFFICER. THERE WERE ELEVEN OFFICERS THAT ACCEPTED A VOLUNTARY FINANCIAL PLANNING BENEFIT OFFERED BY EPRI WHICH RESULTED IN $14,500 OF TAXABLE INCOME TO FIVE OF THOSE OFFICERS, $14,415 OF TAXABLE INCOME TO ONE OF THOSE OFFICERS AND $1,340 OF TAXABLE INCOME TO ONE OF THOSE OFFICERS.

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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 $464,996,285

Investment Income $12,821,757

Other Revenue $841,961

TOTAL REVENUE $478,660,003

Expense Breakdown

Grants Paid $1,852,128

Salaries & Benefits $260,279,870

Fundraising Expenses $0

Program Expenses $347,494,365

Other Expenses $236,127,255

TOTAL EXPENSES $498,259,253

Year-over-Year Comparison

	2023	2022	Change
Revenue	$478,660,003	$445,795,227	+0.1%
Expenses	$498,259,253	$461,607,672	+0.1%
Net Income	$-19,599,250	$-15,812,445	+0.2%

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

1455

Volunteers

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

$12,234,260

Total Directors

$13,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIA POPE - 1ST V CHAIR	(THRU 4/23); CHAIR (BEG 4/23)	1.00	Officer Director	$0	$0	$0
VINCENT SORGI - 2ND V CHAIR	(THRU 4/23); 1ST V. CHAIR (BEG 4/23)	1.00	Officer Director	$0	$0	$0
DAVID CAMPBELL - DIRECTOR	(THRU 4/23); 2ND V. CHAIR (BEG 4/23)	1.00	Officer Director	$0	$0	$0
WARNER L BAXTER	DIRECTOR (THRU 11/23)	1.00	Director	$0	$0	$0
CHRISTIAN T BEAM	DIRECTOR	1.00	Director	$0	$0	$0
JOHN R BEAR	DIRECTOR	1.00	Director	$0	$0	$0
SAMUEL L BELCHER	DIRECTOR (THRU 05/23)	1.00	Director	$0	$0	$0
ANTHONY CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
BRETT C CARTER	DIRECTOR (THRU 12/23)	1.00	Director	$0	$0	$0
SHERYL CARTER	DIRECTOR (THRU 04/23)	1.00	Director	$0	$0	$0
STANLEY W CONNALLY JR - CHAIR	(THRU 4/23); DIRECTOR (BEG 4/23)	1.00	Director	$0	$0	$0
JUSTIN E DRISCOLL	DIRECTOR (BEG 04/23)	1.00	Director	$0	$0	$0
SHERINA MAYE EDWARDS	DIRECTOR	1.00	Director	$750	$0	$750
DAN FORD	DIRECTOR	1.00	Director	$750	$0	$750
JEFFREY B GULDNER	DIRECTOR (BEG 04/23)	1.00	Director	$0	$0	$0
JOHN L HAIRSTON	DIRECTOR	1.00	Director	$0	$0	$0
PADDY HAYES	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HUMMEL	DIRECTOR (THRU 05/23)	1.00	Director	$0	$0	$0
MICHAEL A INNOCENZO	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS J KENT	DIRECTOR	1.00	Director	$0	$0	$0
NAT KEOHANE	DIRECTOR (BEG 04/23)	1.00	Director	$0	$0	$0
MATTHEW KETSCHKE	DIRECTOR	1.00	Director	$0	$0	$0
RALPH LAROSSA	DIRECTOR (BEG 11/23)	1.00	Director	$0	$0	$0
JOHN O LARSEN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL LAU	DIRECTOR (BEG 11/23)	1.00	Director	$0	$0	$0
ARUN MAJUMDAR	DIRECTOR (THRU 08/23)	1.00	Director	$5,000	$0	$5,000
DENNIS V MCGINN	DIRECTOR	1.00	Director	$7,250	$0	$7,250
MICHAEL MOEHN	DIRECTOR (BEG 11/23)	1.00	Director	$0	$0	$0
MARIE-JOSE NADEAU	DIRECTOR (THRU 08/23)	1.00	Director	$0	$0	$0
BHEKI NXUMALO	DIRECTOR (BEG 11/23)	1.00	Director	$0	$0	$0
JAN OBERHOLZER	DIRECTOR (THRU 07/23)	1.00	Director	$0	$0	$0
PATRICK O'LOUGHLIN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN PETTIGREW	DIRECTOR	1.00	Director	$0	$0	$0
PEDRO J PIZARRO	DIRECTOR (THRU 08/23)	1.00	Director	$0	$0	$0
PATRICIA K POPPE	DIRECTOR	1.00	Director	$0	$0	$0
JIM PRATT	DIRECTOR (BEG 11/23)	1.00	Director	$0	$0	$0
MICHAEL W RENCHECK	DIRECTOR	1.00	Director	$0	$0	$0
BERNARD SALHA	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN SAVOY	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT W H SEU	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA SMITH	DIRECTOR (THRU 11/23)	1.00	Director	$0	$0	$0
JOHN M THOMAS III	DIRECTOR	1.00	Director	$0	$0	$0
DAVID J TUDOR	DIRECTOR	1.00	Director	$0	$0	$0
ENRICO VIALE	DIRECTOR	1.00	Director	$0	$0	$0
JOOHO WHANG	DIRECTOR	1.00	Director	$0	$0	$0
ARSHAD MANSOOR	PRESIDENT & CHIEF EXECUTIVE OFFICER	40.00	Officer	$2,107,021	$627,439	$2,734,460
PAMELA J KEEFE	SVP CFO AND TREASURER	40.00	Officer	$878,192	$354,719	$1,232,911
NEIL M WILMSHURST-SVP ENERGY	SYSTEMS RESOURCE & CHIEF NUC OFFICER	40.00	Officer	$813,951	$212,454	$1,026,405
ROBERT N CHAPMAN	SVP ENERGY DELIVERY & CUST. SOLN.	40.00	Officer	$719,424	$217,913	$937,337
NEVA ESPINOZA	VP LOW CARBON RESOURCE	40.00	Officer	$523,706	$254,121	$777,827
ANDREW J PHILLIPS	VP TRANSMISSION & DISTRIBUTION	40.00	Officer	$596,507	$162,782	$759,289
DANIEL BROOKS	VP INTEGRATED GRID	40.00	Officer	$574,757	$162,794	$737,551
JACQUELINE ROSATI	VP GEN COUNL, CCO & SECRETARY	40.00	Officer	$521,290	$171,344	$692,634
CATHERINE JEREZA	VP CORPORATE AFFAIRS	40.00	Officer	$493,109	$131,120	$624,229
DAVID LINDSEY	VP INFO TECH & CIO	40.00	Officer	$469,811	$151,950	$621,761
STEVEN M SWILLEY	VP NUC & DEPUTY CHIEF NUC OFFICER	40.00	Officer	$497,358	$70,006	$567,364
DAVID PORTER-VP ELECTRIFICATION	& SUSTAINABLE ENERGY STRATEGY	40.00	Officer	$461,611	$70,888	$532,499
CHARLES KINGERY	VP CHIEF INFO SECURITY OFFICER	40.00	Officer	$392,467	$70,138	$462,605
MAME BA - VP OF HUMAN	RESOURCES & DIVERSITY (BEG 02/23)	40.00	Officer	$233,505	$107,930	$341,435
JANIS G MENDELSON	ASSISTANT CORP SECRETARY	40.00	Officer	$160,431	$25,522	$185,953
TINA TAYLOR	SENIOR DIRECTOR, NUCLEAR	40.00	Highest	$410,299	$61,723	$472,022
VOLKER PASTERNAK	SENIOR DIRECTOR, LEGAL	40.00	Highest	$383,381	$47,996	$431,377
THOMAS WILSON	TECHNICAL EXECUTIVE, PRINCIPAL	40.00	Highest	$392,036	$38,238	$430,274
RANDAL STARK	DIRECTOR, NUCLEAR MATERIALS	40.00	Highest	$375,535	$39,432	$414,967
RITU BATRA	DIRECTOR, BUSINESS TECH SOLUTIONS	40.00	Highest	$371,913	$37,100	$409,013

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	$478,660,003	$498,259,253	$427,770,166	$-19,599,250
2022	$445,795,227	$461,607,672	$465,979,318	$-15,812,445
2021	$406,464,857	$403,596,547	$455,173,261	$2,868,310
2020	$431,066,983	$414,418,201	$430,915,185	$16,648,782
2019	$421,043,576	$429,208,544	$409,964,311	$-8,164,968
2018	$421,346,820	$419,771,557	$373,859,860	$1,575,263

ELECTRIC POWER RESEARCH INSTITUTE INC