2025-11-17T18:45:09-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-01-01 204504014 CENTER FOR ENERGY WORKFORCE DEVELOPMENT CENT 2026385802 701 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 HOLLY GREAVES CHIEF ADMINISTRATIVE OFFICER 2026385802 2025-11-17 1 0 LAURA J KENNEY P00202198 6177170831 2025-11-17 2024 2025-03-06 01:10:19Z MELISSA HENRIKSEN 701 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 1933302 0 X WWW.CEWD.ORG X 2006 DC TO BUILD THE ALLIANCES, PROCESSES, AND TOOLS TO DEVELOP TOMORROW'S ENERGY WORKFORCE. 20 20 5 27 0 0 3279946 1561404 158405 357950 4494 13948 0 0 3442845 1933302 120 0 0 0 615459 792945 5538 13750 158391 1627463 1782405 2248580 2589100 1194265 -655798 2939791 2674870 823884 1214761 2115907 1460109 X TO BUILD THE ALLIANCES, PROCESSES, AND TOOLS TO DEVELOP TOMORROW'S ENERGY WORKFORCE. 0 0 1187360 CAREER AWARENESS:CEWD AND ITS MEMBERS ENGAGED IN A WIDE VARIETY OF CAREER AWARENESS ACTIVITIES IN 2024. CAREER AWARENESS ACTIVITIES ARE AIMED AT VARIOUS DEMOGRAPHICS INCLUDING YOUTH AND CAREER SEEKERS, INCLUDING THOSE FROM UNDERREPRESENTED COMMUNITIES. KEY WORK IN THIS AREA INCLUDED:-SUPPORTING NATIONWIDE ADOPTION OF THE ENERGY AND NATURAL RESOURCES CAREER CLUSTER, PROVIDING ONRAMPS TO EXPOSE LEARNERS TO ENERGY AND ASSOCIATED CAREER PATHS.-CONNECTING WITH STUDENTS THROUGH ENGAGEMENT WITH YOUTH-FOCUSED ORGANIZATIONS INCLUDING FFA AND DECA, SHOWCASING MERITS OF INDUSTRY CAREERS.-DEBUT OF THE ENERGY CAREERS DISCOVERY ZONE, A ONE-DAY EVENT TO INTRODUCE FEDERAL AGENCIES AND POLICYMAKERS TO ENERGY CAREERS HELPING THEM UNDERSTAND THE INDUSTRY AND ITS SKILLING NEEDS.-CONTINUED OPERATION OF THE URBAN ENERGY JOBS PROGRAM, OFFERING PRE-APPRENTICESHIP PROGRAMS TO SUPPORT CANDIDACY IN REGISTERED APPRENTICESHIP PROGRAMS.-PARTNERSHIP WITH UNIDOSUS TO LAUNCH ELEVA (EXITO DE LATINOS EDUCATED VIA APPRENTICESHIPS) TO EXPAND VISIBILITY OF AND CONNECTIONS TO THE ENERGY WORKFORCE.-CONTINUED DEVELOPMENT OF CAREER AWARENESS RESOURCES TO PROMOTE INDUSTRY CAREERS, MAKING THEM AVAILABLE TO INDUSTRY COMPANIES FOR THEIR OWN USE. A COMPLETE RESOURCE KIT OF TOOLS WAS OFFERED THROUGHOUT THE INDUSTRY FOR CAREERS IN ENERGY WEEK. CEWD ALSO HOSTED A LIVE CHAT EVENT DURING THE OBSERVANCE TO RESPOND TO CAREER PATH INQUIRIES FOR THOSE INTERESTED IN ENERGY JOBS.-PROGRAMMING DIRECTED TOWARD VETERANS TO INCREASE THEIR AWARENESS OF ENERGY OCCUPATIONS CONTINUED THROUGH CEWD'S TROOPS TO ENERGY JOBS INITIATIVE.STUDENTS AND JOBSEEKERS CAN ACCESS REAL-TIME JOB POSTINGS FROM CEWD MEMBERS ON THE GET INTO ENERGY JOBS SITE: GETINTOENERGY.JOBS. ALL JOBS FROM MEMBER COMPANIES ARE POSTED NIGHTLY AND CAN BE FILTERED BASED ON LOCATION, JOB TITLE, OR KEY WORDS.CEWD ALSO LAUNCHED THE MEET THE MOMENT CAMPAIGN TO SUPPORT EXPANDED CAREER AWARENESS ACTIVITIES. 595400 357950 MEMBER SUPPORT:CEWD CONTINUED TO SUPPORT INFORMATION NEEDS OF THE INDUSTRY'S WORKFORCE DEVELOPMENT LEADERS, PUBLISHING A WORKFORCE DEVELOPMENT MATURITY MODEL TO SUPPORT WORKFORCE DEVELOPMENT PROGRESS.CEWD PROVIDED SUPPORT TO INDIVIDUAL MEMBER COMPANIES AS WELL AS EXISTING AND NEW STATE ENERGY WORKFORCE CONSORTIA. THESE CONSORTIA ARE THE BOOTS ON THE GROUND FOR IMPLEMENTING MANY OF THE BEST PRACTICES THAT ARE IMPROVING THE RETURN ON WORKFORCE EFFORTS. MEMBER COMPANIES PARTICIPATED IN NUMEROUS COMMUNITIES OF PRACTICE, WEBINARS AND FACE TO FACE MEETINGS TO SHARE BEST PRACTICES AND SOLUTIONS THAT WORK.CEWD HELD THE 19TH ANNUAL SUMMIT TO DISCUSS WAYS THAT ENERGY COMPANIES CAN IMPROVE THEIR WORKFORCE DEVELOPMENT INITIATIVES. ADDITIONAL EDUCATION WAS OFFERED THROUGH THE DIVERSITY, EQUITY, AND INCLUSION FORUM.THE ORGANIZATION PROVIDED COUNSEL TO NUMEROUS ORGANIZATIONS INTERESTED IN LEARNING MORE ABOUT THE INDUSTRY'S WORKFORCE DEVELOPMENT PRIORITIES, PROVIDING SECTOR-WIDE LEADERSHIP. 255347 EDUCATION DEVELOPMENT:CEWD SCALED WORK ASSOCIATED WITH THE ENERGY INDUSTRY FUNDAMENTALS CURRICULUM (EIF 2.0), A FREE VIRTUAL COURSE TO HELP HIGH SCHOOL AND POST-SECONDARY LEARNERS BETTER UNDERSTAND ENERGY AND ENERGY CAREERS. STUDENTS WHO SUCCESSFULLY COMPLETE THE PROGRAM EARN AN INDUSTRY RECOGNIZED CREDENTIAL, SHOWCASING THEIR INTEREST IN AND APTITUDE FOR ENERGY CAREERS.CEWD SUPPORTED COMPANIES INTERESTED IN LEARNING MORE ABOUT REGISTERED APPRENTICESHIP PROGRAMS AND ALSO ESTABLISHED COMPETENCIES AND FRAMEWORKS TO SUPPORT EDUCATORS' ADOPTION OF ENERGY CURRICULUM FOR THEIR CLASSROOMS. 2038107 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 X 19 0 1 5 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 20 20 1 0 1 0 1 0 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X HOLLY GREAVES 2025085594 701 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 MS SHEILA ROSTIAC VICE CHAIR UNTIL 05/24, CHAIR 06/24 1.00 0.00 X 0 0 0 MR VIVEK ARORA CHAIR (UNTIL 05/24) 1.00 0.00 X 0 0 0 MR SILAS DULAN VICE CHAIR (UNTIL 07/24) 1.00 0.00 X 0 0 0 MR MARK LINDGREN MEMBER UNTIL 05/24, VICE CHAIR 06/24 1.00 0.00 X 0 0 0 MR LUKE LITTEKEN VICE CHAIR 1.00 0.00 X 0 0 0 MR RONALD REISING VICE CHAIR (UNTIL 03/24) 1.00 0.00 X 0 0 0 MS TRACEY STEINER MEMBER UNTIL 03/24, VICE CHAIR 03/24 1.00 0.00 X 0 0 0 MS AMY ANDYRYSZAK MEMBER (AS OF 07/24) 1.00 0.00 X 0 0 0 MS ADJA BA MEMBER 1.00 0.00 X 0 0 0 MS MELANIE BERMAN MEMBER (AS OF 06/24) 1.00 0.00 X 0 0 0 MR DANNY BROUILLETTE MEMBER (02/24-10/24) 1.00 42.00 X 0 2999425 202819 MR DONALD COLSTON MEMBER 1.00 0.00 X 0 0 0 MS FRANKI COULTER MEMBER (UNTIL 06/24) 1.00 0.00 X 0 0 0 MR SCOTT CORWIN MEMBER 1.00 0.00 X 0 0 0 MR ROBERT DARDEN MEMBER 1.00 0.00 X 0 0 0 MS MEGAN DUNN MEMBER 1.00 0.00 X 0 0 0 MS REGINA ELBERT MEMBER (AS OF 05/24) 1.00 0.00 X 0 0 0 MR MICHAEL FERNANDEZ MEMBER (AS OF 12/24) 1.00 0.00 X 0 0 0 MR GERARD GORLA MEMBER (UNTIL 05/24) 1.00 0.00 X 0 0 0 MS MARIA KORSNICK MEMBER 1.00 0.00 X 0 0 0 MS MELISSA MILLER MEMBER (AS OF 05/24) 1.00 0.00 X 0 0 0 MS DANIELLA PIPER MEMBER (AS OF 06/24) 1.00 0.00 X 0 0 0 MS MCKELL PURNELL MEMBER (UNTIL 05/24) 1.00 0.00 X 0 0 0 MS MICHELE RINN MEMBER 1.00 0.00 X 0 0 0 MR DAVID SCHRYVER MEMBER 1.00 0.00 X 0 0 0 MS DEBORAH SINTA MEMBER (AS OF 07/24) 1.00 0.00 X 0 0 0 MS JEN SZARO MEMBER 1.00 0.00 X 0 0 0 MS MELISSA HENRIKSEN EXECUTIVE DIRECTOR 45.00 0.00 X 328387 0 49708 MS COURTNEY PETERSON CHIEF ADMIN OFFICER (UNTIL 09/24) 3.00 41.50 X 0 1191133 48945 MS KRISTINE TELFORD INTERIM CHIEF ADMIN OFF AS OF 10/24 3.00 42.00 X 0 374232 76195 MR LOUIS BECKA TREASURER (UNTIL 05/24) 1.00 42.00 X 0 157045 19299 MS DEBORAH SCHULZ INTERIM TREASURER (AS OF 06/24) 9.00 34.00 X 0 128052 27338 MS VICTORIA CALDERON GENERAL COUNSEL & SECRETARY 1.00 43.00 X 0 290050 56035 MS LORI BRADY DEPUTY DIRECTOR 1.00 0.00 X 0 0 0 MS KRISTIE KELLEY DIRECTOR, WORKFORCE DEVELOPMENT 45.00 0.00 X 161256 0 44613 MR CORNELL JOHNSON DIRECTOR, DE&I 45.00 0.00 X 134949 0 37385 MS CHRISTINA MARSHALL SR MGR, PROGRAMS & MEM SRVCS 45.00 0.00 X 107967 0 24224 MR THOMAS KUHN FORMER MEMBER 0.00 0.00 X 0 12286016 167212 732559 17425953 753773 4 1 1 0 TAKE IT OUTSIDE 52 DEARTH HILL ROAD BRIMFIELD MA 01010 PROGRAM DEVELOPMENT 239086 VAULT COMMUNICATIONS INC 610 W GERMANTOWN PIKE STE 160 PLYMOUTH MTG PA 19462 COMMUNICATIONS 168193 SHERILL BANKS MADDOX 3336 LUNAR SKY STREET NORTH LAS VEGAS NV 89032 PROGRAM DEVELOPMENT 123239 ROSA M SCHMIDT 25 FALLON LANE PALM COAST FL 32137 PROGRAM DEVELOPMENT 112406 4 991623 101900 467881 1561404 REGISTRATIONS 900099 354750 354750 WORKFORCE CONSULTING 900099 3200 3200 357950 13948 13948 1933302 357950 0 13948 X 577959 320328 161849 95782 150733 120586 30147 12310 9848 2462 16110 11183 2131 2796 35833 21925 7682 6226 834 834 27782 27782 13750 13750 1047495 1005307 35046 7142 8845 8845 14309 4183 10126 95240 95160 44 36 71577 70991 586 307494 297363 10081 50 56111 56111 7234 7234 EEI ALLOCATED EXPENSES 128573 128573 MEMBERSHIPS/SPONSORSHIP 11583 11583 TESTING MATERIALS 3788 3788 SUBSCRIPTIONS 906 906 634 634 2589100 2038107 392602 158391 1660267 2078969 758431 62500 2456 17023 11342 41574 51800 31640 26045 20160 481250 454644 2939791 2674870 202627 330911 93056 92050 528201 791800 823884 1214761 X 623569 790903 1492338 669206 2115907 1460109 2939791 2674870 -655798 0 X 0 1 X 1 0 X X X 1 EDISON ELEC INSTITUTE 130659550 10 1 0 2038107 1 0 2038107 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 2: THE SUPPORTED ORGANIZATION IS EXEMPT UNDER SECTION 501(C)(6), SEE BELOW. PART IV, SECTION A, LINE 3B: THE ORGANIZATION HAS CALCULATED THE 509(A)(2) PUBLIC SUPPORT TEST FOR ITS 501(C)(6) SUPPORTED ORGANIZATION AND DETERMINED THAT THE SUPPORTED ORGANIZATION HAS A PUBLIC SUPPORT PERCENTAGE OF APPROXIMATELY 95.67% AND AN INVESTMENT INCOME PERCENTAGE OF APPROXIMATELY 4.31% FOR 2020-2024. PART IV, SECTION A, LINE 3C: THE ORGANIZATION PROVIDED NO DIRECT MONETARY SUPPORT TO THE 501(C)(6) SUPPORTED ORGANIZATION. ALL THE ORGANIZATION'S EXPENDITURES ARE CONSISTENT WITH THE SUPPORTED ORGANIZATION'S MISSION AND WITH THE SUPPORTING ORGANIZATION'S CHARITABLE MISSION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51800 31640 20160 20160 DUE TO EEI 791800 791800 X 2407711 474409 474409 1933302 0 1933302 3063509 474409 474409 2589100 0 2589100 PART X, LINE 2: CEWD IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). CEWD FOLLOWS THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. CEWD EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. CEWD'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. 1 1 0 0 0 0 0 1 0 MR THOMAS KUHN FORMER MEMBER 0 0 0 1899300 0 10386716 0 167212 0 0 0 12453228 0 10386716 MR DANNY BROUILLETTE MEMBER (02/24-10/24) 0 1798000 0 450000 0 751425 0 201050 0 1769 0 3202244 0 0 MS COURTNEY PETERSON CHIEF ADMIN OFFICER (UNTIL 09/24) 0 279242 0 163000 0 748891 0 34968 0 13977 0 1240078 0 0 MS KRISTINE TELFORD INTERIM CHIEF ADMIN OFF AS OF 10/24 0 263405 0 108000 0 2827 0 43088 0 33107 0 450427 0 0 MS MELISSA HENRIKSEN EXECUTIVE DIRECTOR 282984 0 41400 0 4003 0 37900 0 11808 0 378095 0 0 0 MS VICTORIA CALDERON GENERAL COUNSEL & SECRETARY 0 255231 0 31500 0 3319 0 36814 0 19221 0 346085 0 0 MS KRISTIE KELLEY DIRECTOR, WORKFORCE DEVELOPMENT 143874 0 15000 0 2382 0 17300 0 27313 0 205869 0 0 0 MR LOUIS BECKA TREASURER (UNTIL 05/24) 0 104836 0 37500 0 14709 0 10650 0 8649 0 176344 0 0 MR CORNELL JOHNSON DIRECTOR, DE&I 133654 0 0 0 1295 0 14450 0 22935 0 172334 0 0 0 MS DEBORAH SCHULZ INTERIM TREASURER (AS OF 06/24) 0 115967 0 9100 0 2985 0 16152 0 11186 0 155390 0 0 PART I, LINE 3 THE ORGANIZATION'S EXECUTIVE DIRECTOR IS EMPLOYED AND COMPENSATED BY EDISON ELECTRIC INSTITUTE (EEI), A RELATED ORGANIZATION, AND CEWD RELIES ON EEI TO ESTABLISH REASONABLE COMPENSATION. EEI UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT AND COMPENSATION SURVEYS WHEN SETTING THE COMPENSATION OF EXECUTIVES. THE EXECUTIVE DIRECTOR'S COMPENSATION WAS REVIEWED AND APPROVED BY THE CHAIR OF THE CEWD BOARD. PART I, LINES 4A-B COURTNEY PETERSON RECEIVED $711,168 SEVERANCE PAY FROM EDISON ELECTRIC INSTITUTE UPON HER RETIREMENT AFTER 3 YEARS OF SERVICE. 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. DANNY BROUILLETTE $171,450 COURTNEY PETERSON $12,268 KRISTINE TELFORD $4,180 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): THOMAS KUHN $10,386,716 DANNY BROUILLETTE $500,000 NOT IN COLUMN (F) PART I, LINE 7 BONUSES ARE AWARDED BASED ON PERFORMANCE. FORM 990, PART V, LINE 2B: EDISON ELECTRIC INSTITUTE, A RELATED ORGANIZATION, ISSUED ALL FORMS W-2 AND FILED ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS FOR THE ORGANIZATION'S EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COUNCIL IS COMPOSED OF MEMBERS WHO DEVELOP POLICY ON ORGANIZATION ISSUES, RECOMMEND THE STRATEGIC PLAN AND BUDGET FOR APPROVAL BY THE BOARD, AND PROVIDE MANAGEMENT GUIDANCE AND OVERSIGHT REGARDING THE DEVELOPMENT OF MEMBERSHIP, PARTNERSHIPS, ALLIANCES AND SPONSORSHIPS. THE COUNCIL CONSISTS OF A CHAIR, VICE CHAIR AND COUNCIL MEMBERS WHO REPRESENT THE DIVERSITY OF THE CENTER FOR ENERGY WORKFORCE DEVELOPMENT'S MEMBERSHIP. EXECUTIVE COUNCIL MEMBERSHIPS: THE MEMBERS SERVE A THREE-YEAR TERM (STAGGERED) AND CAN BE REAPPOINTED WHEN THE TERM HAS ENDED. CEWD OFFICIALS AND STAFF NOMINATE NEW MEMBERS. FORM 990, PART VI, SECTION A, LINE 2 MARIA KORSNICK AND LORI BRADY HAVE A BUSINESS RELATIONSHIP AS THEY WERE BOTH EMPLOYED BY THE NUCLEAR ENERGY INSTITUTE (NEI). KORSNICK SERVED AS AN OFFICER OF NEI. DANNY BROUILLETTE, COURTNEY PETERSON, KRISTINE TELFORD, MELISSA HENRIKSEN, VICTORIA CALDERON, KRISTIE KELLEY, LOUIS BECKA, CORNELL JOHNSON, DEBORAH SCHULZ AND CHRISTINA MARSHALL HAVE A BUSINESS RELATIONSHIP AS THEY WERE ALL EMPLOYED BY EEI, A RELATED ORGANIZATION FOR WHICH BROUILLETTE, PETERSON, TELFORD, CALDERON AND BECKA SERVED AS OFFICERS. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED AS FOLLOWS: 1) TO ALLOW PAST CHAIRS TO VOLUNTARILY REMAIN ON THE BOARD IN A NONVOTING CAPACITY AS LONG AS THEY REMAIN EMPLOYED BY A MEMBER COMPANY OF CEWD. 2) TO ALLOW THE BOARD TO CREATE AN ADVISORY COMMITTEE OF UP TO FIVE SUBJECT MATTER EXPERTS. MEMBERS OF THE ADVISORY COMMITTEE SHALL HAVE NO VOTING POWER AND SHALL BE INDIVIDUALS FROM OUTSIDE OF CEWD'S MEMBERSHIP WITH LEADERSHIP, EXPERIENCE AND/OR EXPERTISE IN AREAS THAT SUPPORT CEWD'S MISSION AND VISION. ALL MEMBERS OF THE ADVISORY COMMITTEE SHALL BE INVITED TO ATTEND BOARD MEETINGS AND SHALL SERVE AT THE PLEASURE OF THE BOARD. 3) TO REMOVE THE PROVISION THAT THE SECRETARY SHALL ADVISE AND COUNSEL THE BOARD AND OFFICERS ON LEGAL, GOVERNANCE AND COMPLIANCE MATTERS AND DRAFT AND/OR APPROVE ALL TRANSACTIONAL DOCUMENTS FOR THE CORPORATION AND MAINTAIN THE CORPORATION'S CORPORATE FILINGS AND INTELLECTUAL PROPERTY PORTFOLIO. FORM 990, PART VI, SECTION A, LINE 6 ENERGY COMPANIES: ENERGY COMPANY MEMBERSHIP IS OPEN TO U.S.-BASED ENTITIES AND INTERNATIONALLY-BASED ENTITIES WITH SIGNIFICANT BUSINESS OPERATIONS IN THE U.S. THAT GENERATE, TRANSMIT, SUPPLY, STORE, OR OTHERWISE PROVIDE ENERGY. CONTRACTORS: CONTRACTORS ELIGIBLE TO JOIN CEWD ARE EITHER: 1. PERFORMING WORK ON SITE AT A UTILITY OR OTHER ENERGY SERVICE PROVIDER OR DIRECTLY ON A UTILITY TRANSMISSION AND DISTRIBUTION SYSTEM SUCH AS SYSTEM ENGINEERING, CONSTRUCTION, OPERATION AND MAINTENANCE, EQUIPMENT TESTING, REFURBISHMENT AND REPAIR, AND CUSTOMER SERVICE; OR 2. PERFORMING WORK OFF SITE FOR A UTILITY OR OTHER ENERGY SERVICE PROVIDER SUCH AS ENGINEERING MODIFICATIONS, COMPONENT FABRICATION, EQUIPMENT REFURBISHMENT, EQUIPMENT MANUFACTURING, AND EQUIPMENT TESTING. PARTNERS: HAVE SIGNIFICANT COMMON INTERESTS, NEEDS, OBJECTIVES AND GOALS AND BRING COMPLEMENTARY SKILLS AND RESOURCES TO THE PARTNERSHIP. PARTNERSHIPS ARE NEGOTIATED WITH AGREEMENT ON SPECIFIC OUTCOMES AND WHAT EACH PARTNER WILL PROVIDE ALONG WITH FEES OR IN-KIND CONTRIBUTIONS. STATE, LOCAL, AND REGIONAL ENERGY ASSOCIATIONS: AN ENERGY ASSOCIATION MAY JOIN ON BEHALF OF ALL THE EMPLOYEES WITHIN ITS COOP OR MUNICIPAL MEMBERSHIP, OR THE ASSOCIATION MAY JOIN AS AN INDIVIDUAL ENTITY. SECONDARY AND POST SECONDARY EDUCATIONAL INSTITUTIONS: EDUCATIONAL INSTITUTIONS MAY BECOME EDUCATIONAL MEMBERS BY RECOMMENDATION OF A SPONSORING MEMBER COMPANY. EDUCATIONAL MEMBERS AGREE TO SHARE INFORMATION ON CURRICULUM, STRUCTURE AND RESULTS FOR INDIVIDUAL PROGRAMS. WORKFORCE SYSTEMS, GOVERNMENT AGENCIES, AND NONPROFITS: WORKFORCE SYSTEMS, GOVERNMENT AGENCIES, AND NON-PROFITS WITH ENERGY PROGRAMS MAY BECOME MEMBERS BY RECOMMENDATION OF A SPONSORING MEMBER COMPANY. ASSOCIATE MEMBERS: ASSOCIATE MEMBERSHIP IS OPEN TO ANY INDIVIDUAL, FIRM, OR CORPORATION THAT SUPPLIES PRODUCTS, GOODS, OR OPERATIONS-BASED SERVICES TO COMPANIES THAT GENERATE, TRANSMIT, SUPPLY, STORE, OR OTHERWISE PROVIDE ENERGY, AND CONTRACTORS IN THE ENERGY INDUSTRY. FORM 990, PART VI, SECTION A, LINE 7B NO INDIVIDUAL MAY BE ELECTED OR SERVE AS A DIRECTOR WITHOUT THE WRITTEN APPROVAL OF EEI, WHICH IT MAY GIVE OR WITHHOLD IN ITS SOLE DISCRETION. A DIRECTOR MAY BE REMOVED BY EEI IN ACCORDANCE WITH PROCEDURES THAT IT SHALL ESTABLISH IN ITS SOLE DISCRETION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S CHIEF ADMINISTRATIVE OFFICER IN ADVANCE OF FILING. FORM 990, PART VI, SECTION B, LINE 12C ALTHOUGH NO PROBLEMS HAVE EVER BEEN ENCOUNTERED WITH RESPECT TO CONFLICTS OF INTEREST, QUARTERLY THE ORGANIZATION EXPRESSLY ISSUES A REMINDER OF THE NEED FOR FULL COMPLIANCE WITH ALL LAWS AND REGULATIONS AND THE MAINTENANCE OF THE HIGHEST OF ETHICAL STANDARDS. IF AN ISSUE OR PROBLEM EVER ARISES, THE ORGANIZATION WILL ENFORCE ITS CONFLICT OF INTEREST POLICY IN ALL REGARDS. THE CONFLICT OF INTEREST POLICY CONTAINS A DUTY TO DISCLOSE CLAUSE: MATERIAL FACTS ARE DISCLOSED TO THE GOVERNING AUTHORITY, THE CONFLICTED INDIVIDUAL IS NOT ALLOWED TO PARTICIPATE IN THE DISCUSSION OR VOTE ON ANY MATTERS IN WHICH THEY HAVE CONFLICTS AND THE PROCESS IS NOTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY NOR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 997,504. MANAGEMENT AND GENERAL EXPENSES 23,602. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,021,106. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 4,053. MANAGEMENT AND GENERAL EXPENSES 10,129. FUNDRAISING EXPENSES 6,076. TOTAL EXPENSES 20,258. OTHER FEES: PROGRAM SERVICE EXPENSES 3,750. MANAGEMENT AND GENERAL EXPENSES 1,315. FUNDRAISING EXPENSES 1,066. TOTAL EXPENSES 6,131. EDISON ELECTRIC INSTITUTE 701 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 130659550 TRADE ASSOCIATION VA 501(C)(6) N/A N/A 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 1 1 1 0 1 EDISON ELECTRIC INSTITUTE INC N 280230 FMV EDISON ELECTRIC INSTITUTE INC O 1082457 FMV EDISON ELECTRIC INSTITUTE INC C 101900 CASH EDISON ELECTRIC INSTITUTE INC S 240900 CASH