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← EDISON ELECTRIC INSTITUTE RETIREE MED VOL EMPLOYEE BENEFICIARY ASSN

Form 990 for tax year 2022

Filed by EDISON ELECTRIC INSTITUTE RETIREE MED VOL EMPLOYEE BENEFICIARY ASSN.

Totals

Total revenue
$987,327
Total expenses
$616,741
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • JOHN SCHLENKER

    ADMINISTRATOR

    Total calculated
    $702,695
    From this org
    $0
    From related orgs
    $445,695
    Other
    $257,000
    Hours/week
    0.1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $306,553 related
    Bonus
    $0 + $134,000 related
    Other
    $0 + $5,142 related
    Deferred
    $0 + $227,200 related
    Nontaxable benefits
    $0 + $29,800 related
    Filer's total
    $0 + $702,695 related

  • EMILY FISHER

    ADMINISTRATOR

    Total calculated
    $844,765
    From this org
    $0
    From related orgs
    $693,089
    Other
    $151,676
    Hours/week
    0.1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $470,000 related
    Bonus
    $0 + $220,000 related
    Other
    $0 + $3,089 related
    Deferred
    $0 + $147,949 related
    Nontaxable benefits
    $0 + $3,727 related
    Filer's total
    $0 + $844,765 related

  • COURTNEY PETERSON

    ADMINISTRATOR

    Total calculated
    $396,051
    From this org
    $0
    From related orgs
    $350,376
    Other
    $45,675
    Hours/week
    0.1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $312,563 related
    Bonus
    $0 + $31,000 related
    Other
    $0 + $6,813 related
    Deferred
    $0 + $33,253 related
    Nontaxable benefits
    $0 + $12,422 related
    Filer's total
    $0 + $396,051 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 4B
IN ADDITION TO THE BENEFITS LISTED ABOVE IN PART I, LINE 4B, THE EDISON ELECTRIC INSTITUTE PROVIDES NON-QUALIFIED DEFERRED COMPENSATION PLANS FOR ELIGIBLE MANAGEMENT EMPLOYEES. CURRENT YEAR AMOUNTS ARE INCLUDED IN SCH J, PART II, COLUMN (C). FOR A FROZEN GROUP OF ELIGIBLE MANAGEMENT EMPLOYEES, THESE NON-QUALIFIED PLAN BENEFITS ARE VESTED ONE YEAR AFTER SEPARATION FROM SERVICE FROM EEI PROVIDED THE EMPLOYEE SEPARATES ON OR AFTER ATTAINING AGE 55 AND COMPLETING FIVE OR MORE YEARS OF SERVICE OR ATTAINING AGE 65 AND SATISFYING THE RESTRICTIVE COVENANTS OF A CONFIDENTIAL INFORMATION, NON-COMPETITION AND NON-SOLICITATION AGREEMENT. FOR A SECOND GROUP OF ELIGIBLE MANAGEMENT EMPLOYEES, THE NON-QUALIFIED PLAN BENEFITS ARE VESTED ON THE ELIGIBLE EMPLOYEE'S RETIREMENT DATE WHICH OCCURS ON OR AFTER ATTAINING THE AGE OF 55 AND COMPLETING FIVE OR MORE YEARS OF SERVICE OR ATTAINING THE AGE OF 65. EMILY FISHER - $100,050 JOHN SCHLENKER - $218,839 COURTNEY PETERSON - $3,803
PART I, LINE 3
ALL OFFICERS RECEIVED COMPENSATION FROM EDISON ELECTRIC INSTITUTE WHICH USED THE FOLLOWING METHODS TO DETERMINE COMPENSATION: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202343199349306129

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