Form 990 for tax year 2024

Totals

Total revenue

$1,310,559

Total expenses

$1,569,839

Contributions and grants received

$1,310,338

Grants paid

$50,832

Program service revenue

$0

Investment income

$221

Other revenue

$0

Total assets, end of year

$3,249,649

Total liabilities, end of year

$156,445

Net assets or fund balances, end of year

$3,093,204

Program services expenses (Part IX)

$1,428,803

Management and general expenses

$141,036

Fundraising expenses

$0

Program service expenses (Part III)

$1,428,803

Program services were 91.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2024

• THE EDISON FOUNDATION INSTITUTE FOR ELECTRIC INNOVATION (IEI) FOCUSES ON ADVANCING THE ADOPTION OF NEW TECHNOLOGIES THAT IMPROVE THE CUSTOMER EXPERIENCE BY ENHANCING HOW ELECTRIC COMPANIES ENGAGE WITH CUSTOMERS TO STRENGTHEN AND TRANSFORM THE ENERGY GRID. IEI PROMOTES THE SHARING OF INFORMATION, IDEAS, AND EXPERIENCES AMONG REGULATORS, POLICYMAKERS, TECHNOLOGY COMPANIES, THOUGHT LEADERS, AND THE ELECTRIC POWER INDUSTRY. IEI ALSO IDENTIFIES POLICIES THAT SUPPORT THE BUSINESS CASE FOR THE ADOPTION OF COST-EFFECTIVE TECHNOLOGIES. DURING CY2024, THE FOLLOWING WERE SIGNIFICANT ACCOMPLISHMENTS OF THE INSTITUTE FOR ELECTRIC INNOVATION:ANNUAL POWERING THE PEOPLE EVENTIN NOVEMBER 2024, IEI HOSTED ITS ANNUAL EVENT, WHICH FOCUSED ON ARTIFICIAL INTELLIGENCE AND THE FUTURE OF DEMAND FLEXIBILITY, LARGE CUSTOMER ENERGY NEEDS, ENERGY AFFORDABILITY, AND MEETING EVOLVING RESIDENTIAL CUSTOMER EXPECTATIONS. ELECTRIC COMPANIES, TECHNOLOGY COMPANIES, POLICY MAKERS, REGULATORS AND OTHER STAKEHOLDERS ATTENDED THE EVENT.IEI THOUGHT LEADER AND EXECUTIVE DIALOGUESIN 2024, IEI BROUGHT TOGETHER TECHNOLOGY COMPANY EXECUTIVES AND ELECTRIC COMPANY CEOS AND SENIOR EXECUTIVES THROUGH ITS THOUGHT LEADERS SPEAK OUT EXECUTIVE DIALOGUE SERIES, WHICH FOCUSED ON USING TECHNOLOGY TO SUCCESSFULLY ENGAGE WITH RESIDENTIAL CUSTOMERS.NARUC BRIEFINGIEI HOSTED TWO EVENTS FOR NATIONAL ASSOCIATION OF REGULATORY UTILITY COMMISSIONER MEMBERS (FEBRUARY & NOVEMBER) TO HIGHLIGHT HOW MEMBER ELECTRIC COMPANIES ARE USING DATA AND TECHNOLOGY TO POWER PROGRESS FOR CUSTOMERS THROUGH CUTTING-EDGE CUSTOMER PROGRAMS AND EFFECTIVE DESIGN, DEVELOPMENT, DELIVERY, EVALUATION, AND REFINEMENT OF CUSTOMER-FACING PROGRAMS.IEI REPORTS AND ISSUE BRIEFS EACH YEAR, IEI PUBLISHES REPORTS, ISSUE BRIEFS, AND FACT SHEETS TO IDENTIFY WHERE THE INDUSTRY IS TODAY AND TRENDS FOR THE FUTURE IN THE AREAS OF ENERGY EFFICIENCY, SMART METERS, AND CLEAN ENERGY. IN 2024, IEI PRODUCED REPORTS ON LEADING SMART METER AND ENERGY EFFICIENCY TECHNOLOGIES, AS WELL AS ON BUILDING ELECTRIFICATION PROGRAMS AND POLICIES. IEI ALSO DEVELOPED FACT SHEETS FOCUSED ON SMART METERS, ENERGY EFFICIENCY AND ELECTRIC COMPANY COMMITMENTS TO A CLEAN ENERGY FUTURE.

  Expenses $936,203 · Grants $34,350

• THE EDISON FOUNDATION'S INSTITUTE FOR THE ENERGY TRANSITION (IET) FOCUSES ON ASSESSING THE KEY 24/7 ZERO-EMITTING AND RELATED TECHNOLOGIES NECESSARY TO ACHIEVING CARBON EMISSIONS REDUCTION GOALS RELIABLY AND AFFORDABLY AND PERIODICALLY UPDATING THESE ASSESSMENTS FOR ALL STAKEHOLDERS TO REFLECT SIGNIFICANT DEVELOPMENTS, INCLUDING DEPLOYMENTS AND IMPROVED ECONOMIC FUNDAMENTALS. IET ALSO FOCUSES ON IDENTIFYING SOLUTIONS TO THE LEGAL, REGULATORY, AND POLICY ISSUES THAT MUST BE ADDRESSED TO ENSURE THAT THESE TECHNOLOGIES CAN BE DEPLOYED AS SOON AS THEY ARE DEMONSTRATED AND ECONOMIC. DURING CY2024, THE FOLLOWING WERE SIGNIFICANT ACCOMPLISHMENTS OF THE INSTITUTE FOR THE ENERGY TRANSITION: IET EXECUTIVE CLEAN TECHNOLOGY DIALOGUESIET ORGANIZED EXECUTIVE CLEAN TECH DIALOGUES ON WILDFIRE MITIGATION TECHNOLOGIES, CARBON CAPTURE AND STORAGE TECHNOLOGIES, AND A RANGE OF OTHER CURRENT AND EMERGING CLEAN ENERGY TECHNOLOGIES OF INTEREST. THE DIALOGUES FEATURED TECHNOLOGY COMPANY EXECUTIVES IN CONVERSATION WITH ELECTRIC COMPANY CEOS AND SENIOR EXECUTIVES. EEI 2024IET AND IEI PARTNERED WITH EEI TO ORGANIZE THE HUB SESSIONS AT EEI 2024, WHICH FEATURED TECH TALKS, PANEL DISCUSSIONS, AND CEO CONVERSATIONS FOCUSED ON NEAR- AND LONGER-TERM CLEAN ENERGY AND CUSTOMER-FOCUSED TECHNOLOGIES.LONG DURATION ENERGY STORAGE (LDES) SUMMITIET ORGANIZED THE INAUGURAL LONG DURATION ENERGY STORAGE (LDES) SUMMIT WITH LDES PARTNERSHIP MEMBERS DOE, EPRI, AND THE LDES COUNCIL. THE EVENT FEATURED CASE STUDIES OF NEW LDES PILOT PROGRAMS UNDERTAKEN BY EDISON ELECTRIC INSTITUTE MEMBERS AND OTHERS.GLOBAL POWER SECTOR ASSESSMENT IN 2024, IET PUBLISHED KEY FINDINGS FROM THE REPORT IT ENGAGED ICF TO PRODUCE ANALYZING POWER SECTOR EMISSIONS GLOBALLY, WHICH CONTAINS COUNTRY AND SECTOR SPECIFIC DATA, INCLUDING DETAILED INFORMATION ON THE U.S. POWER SECTOR. KEY FINDINGS FROM THE REPORT WERE TRANSLATED INTO INFOGRAPHICS AND ONE-PAGERS THAT WERE MADE AVAILABLE ON THE IET WEBSITE. EMERGING TECHNOLOGIESIET UNDERTOOK A RANGE OF ACTIVITIES TO HIGHLIGHT EMERGING TECHNOLOGIES, INCLUDING HOLDING AN EVENT HIGHLIGHTING ADVANCED TRANSMISSION TECHNOLOGIES DURING CERA WEEK AND CO-SPONSORING SEVERAL EVENTS FOCUSING ON WILDFIRE MITIGATION TECHNOLOGIES.

  Expenses $492,600 · Grants $16,482

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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, and on a Form 990-PF Part VIII's — 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

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

• AI TRUST FOUNDATION

  $25,000

  PROGRAM SUPPORT

• MIDWEST ENERGY EFFICIENCY ALLIANCE

  $8,100

  PROGRAM SUPPORT

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.

• EDISON ELECTRIC INSTITUTE

  501(C)(6) · TO PROVIDE A FORUM FOR THE ELECTRIC POWER INDUSTRY · VA

Provenance

Return type

form_990

Tax year

2024

Filed

17 November 2025

IRS schema version

2024v5.2

Source object

202513219349325386

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