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Nonprofiteer
← THE EDISON INSTITUTE INC

Form 990 for tax year 2024

Filed by THE EDISON INSTITUTE INC.

Totals

Total revenue
$98,212,448
Total expenses
$95,505,239
Contributions and grants received
$12,838,195
Grants paid
$353,264
Program service revenue
$38,763,632
Investment income
$27,550,320
Other revenue
$19,060,301
Total assets, end of year
$556,409,286
Total liabilities, end of year
$55,625,270
Net assets or fund balances, end of year
$500,784,016
Program services expenses (Part IX)
$74,945,766
Management and general expenses
$16,933,170
Fundraising expenses
$3,626,303
Program service expenses (Part III)
$74,945,766

Program services were 78.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PATRICIA E MOORADIAN

    PRESIDENT AND SECRETARY

    Total calculated
    $872,072
    From this org
    $840,128
    From related orgs
    $0
    Other
    $31,944
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $594,893
    Bonus
    $230,350
    Other
    $14,885
    Deferred
    $20,176
    Nontaxable benefits
    $11,768
    Filer's total
    $872,072

  • S EVAN WEINER

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • MARK L REUSS

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • LINDA APSEY

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • BUD DENKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ALESSANDRO F UZIELLI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRUCE MEYER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CARLA WALKER-MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER F HAMP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ALEC D GALLIMORE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELIZA KONTULIS GETZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH FORD KONTULIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HENDRIK MEIJER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HENRY FORD III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN W INGLE III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JON OBERHEIDE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KOUHAILA HAMMER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARC TRUBY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PAUL R DIMOND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RALPH J GERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICHARD A MANOOGIAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM CLAY FORD III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM CLAY FORD JR

    TRUSTEE - PART YEAR

    Total calculated
    $0
    Hours/week
    1

  • STEPHANIE TROTTER

    VP OF FINANCE AND CFO

    Total calculated
    $307,380
    From this org
    $262,691
    From related orgs
    $0
    Other
    $44,689
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,691
    Bonus
    $42,000
    Other
    $0
    Deferred
    $15,077
    Nontaxable benefits
    $29,612
    Filer's total
    $307,380

  • BRENT OTT

    CHIEF OPERATING OFFICER

    Total calculated
    $392,513
    From this org
    $358,093
    From related orgs
    $0
    Other
    $34,420
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,217
    Bonus
    $57,876
    Other
    $0
    Deferred
    $19,469
    Nontaxable benefits
    $14,951
    Filer's total
    $392,513

  • JAMES S MEDFORD

    SR VP & CHIEF ADVANCEMENT OFFICER

    Total calculated
    $414,181
    From this org
    $363,052
    From related orgs
    $0
    Other
    $51,129
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,900
    Bonus
    $61,152
    Other
    $0
    Deferred
    $21,390
    Nontaxable benefits
    $29,739
    Filer's total
    $414,181

  • JASON M GREUTHER

    VP HISTORICAL RESOURCES & CHIEF CURATOR

    Total calculated
    $312,961
    From this org
    $275,069
    From related orgs
    $0
    Other
    $37,892
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,561
    Bonus
    $45,423
    Other
    $1,085
    Deferred
    $15,166
    Nontaxable benefits
    $22,726
    Filer's total
    $312,961

  • ELLEN H ZERINGUE

    VP VENUES, PROGRAMS AND MARKETING

    Total calculated
    $287,557
    From this org
    $274,656
    From related orgs
    $0
    Other
    $12,901
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,656
    Bonus
    $55,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $12,901
    Filer's total
    $287,557

  • BONNIE M LOBERT

    VP TALENT & CULTURE/CHIEF TALENT OFFICER

    Total calculated
    $271,797
    From this org
    $250,971
    From related orgs
    $0
    Other
    $20,826
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,895
    Bonus
    $41,076
    Other
    $0
    Deferred
    $13,970
    Nontaxable benefits
    $6,856
    Filer's total
    $271,797

  • JOHN C NEILSON

    VP VENUES & EXPERIENCES

    Total calculated
    $207,935
    From this org
    $196,128
    From related orgs
    $0
    Other
    $11,807
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,705
    Bonus
    $45,423
    Other
    $0
    Deferred
    $10,443
    Nontaxable benefits
    $1,364
    Filer's total
    $207,935

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

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE PRESIDENT AND VP OF INSTITUTIONAL ADVANCEMENT RECEIVE A SOCIAL CLUB MEMBERSHIP WHICH IS PROVIDED FOR BUSINESS PURPOSES. THE HENRY FORD IS REIMBURSED FOR ANY PERSONAL USE OF THE MEMBERSHIP.

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

Provenance

Return type
form_990
Tax year
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202543159349303149

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