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← EDISON ELECTRIC INSTITUTE RETIREE MED VOL EMPLOYEE BENEFICIARY ASSN

Form 990 for tax year 2024

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

Totals

Total revenue
$1,340,532
Total expenses
$565,261
Contributions and grants received
$0
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
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

  • EMILY FISHER

    ADMINISTRATOR (THRU 07/24)

    Total calculated
    $831,155
    From this org
    $0
    From related orgs
    $810,680
    Other
    $20,475
    Hours/week
    0.1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $312,110 related
    Bonus
    $0 + $303,000 related
    Other
    $0 + $195,570 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,475 related
    Filer's total
    $0 + $831,155 related

  • COURTNEY PETERSON

    ADMINISTRATOR (THRU 09/24)

    Total calculated
    $1,240,078
    From this org
    $0
    From related orgs
    $1,191,133
    Other
    $48,945
    Hours/week
    0.1 + 41.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,242 related
    Bonus
    $0 + $163,000 related
    Other
    $0 + $748,891 related
    Deferred
    $0 + $34,968 related
    Nontaxable benefits
    $0 + $13,977 related
    Filer's total
    $0 + $1,240,078 related

  • TERESA BONESS

    ADMINISTRATOR (AS OF 09/24)

    Total calculated
    $77,362
    From this org
    $0
    From related orgs
    $69,920
    Other
    $7,442
    Hours/week
    0.1 + 45 related

  • VICTORIA CALDERON

    ADMINISTRATOR (AS OF 07/24)

    Total calculated
    $346,085
    From this org
    $0
    From related orgs
    $290,050
    Other
    $56,035
    Hours/week
    0.1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,231 related
    Bonus
    $0 + $31,500 related
    Other
    $0 + $3,319 related
    Deferred
    $0 + $36,814 related
    Nontaxable benefits
    $0 + $19,221 related
    Filer's total
    $0 + $346,085 related

  • JOHN SCHLENKER

    FORMER ADMINISTRATOR

    Total calculated
    $2,900,634
    From this org
    $0
    From related orgs
    $2,813,824
    Other
    $86,810
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $143,000 related
    Other
    $0 + $2,670,824 related
    Deferred
    $0 + $86,810 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $2,900,634 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, 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

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, LINES 4A-B
COURTNEY PETERSON, VICE PRESIDENT, RECEIVED $711,168 SEVERANCE PAY UPON HER RETIREMENT. 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 - $16,460 COURTNEY PETERSON - $12,268 THE FOLLOWING PARTICIPANTS IN THE EDISON ELECTRIC INSTITUTE NON-QUALIFIED DEFERRED COMPENSATION PLAN RECEIVED PAYMENTS, AS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AND AS DISCLOSED IN COLUMN (F): EMILY FISHER $156,211 JOHN SCHLENKER $2,670,824

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
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202543219349325629

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