2025-11-17T10:45:04-06:00 2024-12-31 630813240 PEARCE BEVILL LEESBURG MOORE PC 110 OFFICE PARK DR BIRMINGHAM AL 35223 990 2024-01-01 130453115 ASSOCIATION OF EDISON ILLUMINATING COMPANIES INC ASSO 2052573839 607 14TH STREET NW 560 WASHINGTON DC 20005 STEVE HAUSER AEIC CEO 2052573839 2025-11-12 1 0 W GLENN BRIDGES P00519867 2053235440 2025-11-12 2024 2025-03-06 01:10:19Z STEVE HAUSER 607 14TH STREET NW STE 560 WASHINGTON DC 20005 2527641 0 X WWW.AEIC.ORG X 1885 AL THE ASSOCIATION'S PRIMARY VISION IS TO BE THE LEADING AUTHORITY FOR OPERATIONAL EXCELLENCE ACROSS THE ELECTRIC UTILITY INDUSTRY AND ITS MISSION IS TO BUILD ONE-OF-A-KIND INDUSTRY RELATIONSHIPS AND NETWORKS TO SHARE OPERATIONAL BEST PRACTICES. 35 34 4 34 0 0 0 0 1931400 2507341 29186 18451 0 0 1960586 2525792 25150 100000 0 0 450117 616726 0 0 0 1414742 1908055 1890009 2624781 70577 -98989 1876784 3395358 62680 1680243 1814104 1715115 X THE ASSOCIATION OF EDISON ILLUMINATING COMPANIES, INC. IS AN ASSOCIATION OF ELECTRIC UTILITIES, GENERATING COMPANIES, TRANSMITTING COMPANIES OR DISTRIBUTING COMPANIES THAT ARE ENGAGED IN THE GENERATION, TRANSMISSION OR DISTRIBUTION OF ELECTRIC SERVICE FOR SALE TO THE GENERAL PUBLIC. THE ASSOCIATION'S PRIMARY MISSION IS TO BUILD ONE-OF-A-KIND INDUSTRY RELATIONSHIPS AND NETWORKS TO SHARE OPERATIONAL BEST PRACTICES. 0 0 THE ASSOCIATION ENCOURAGES RESEARCH AND THE EXCHANGE OF TECHNICAL INFORMATION THROUGH A COMMITTEE STRUCTURE, STAFFED WITH EXPERTS FROM MANAGEMENT OF MEMBER COMPANIES. THE ASSOCIATION'S COMMITTEES EXCHANGE INFORMATION, IDEAS AND SOLUTIONS TO SUCCEED IN THE EVER-CHANGING ELECTRIC INDUSTRY. THE ASSOCIATION ALSO PROVIDES HIGHLY VALUED LITERATURE ON LOAD RESEARCH AND UNDERGROUND CABLE SPECIFICATIONS. THE ASSOCIATION'S EIGHT TECHNICAL COMMITTEES ARE AS FOLLOWS: LOAD RESEARCH & ANALYTICS, METER AND SERVICE, POWER APPARATUS, POWER DELIVERY, POWER GENERATION, CABLE ENGINEERING, CUSTOMER SERVICE, AND WORKFORCE DEVELOPMENT. 0 0 0 1 0 0 1 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5 0 4 1 0 0 0 0 0 0 0 0 X 35 34 0 0 0 0 1 1 0 1 1 0 0 0 0 0 1 1 0 0 X STEVE HAUSER 2052572530 607 14TH STREET NW STE 560 WASHINGTON DC 20005 STEVE HAUSER CEO/DIRECTOR 40.00 X X 303162 0 0 JIM GREER DIRECTOR 0.00 X 0 0 0 TOM FALCONE DIRECTOR 0.00 X 0 0 0 KEVIN GERAGHTY DIRECTOR 0.00 X 0 0 0 CEDRIC GREEN DIRECTOR 0.00 X 0 0 0 HARRY SIDERIS DIRECTOR 0.00 X 0 0 0 BEN FELTON 2ND VICE PRESIDENT 0.00 X 0 0 0 ANDREA DENNIS DIRECTOR 0.00 X 0 0 0 WERNER J SCHWEIGER DIRECTOR 0.00 X 0 0 0 DAMON MORGAN DIRECTOR 0.00 X 0 0 0 ARCHIE COLLINS DIRECTOR 0.00 X 0 0 0 HEATHER RIVARD PAST PRESIDENT 0.00 X 0 0 0 AL RUDECK DIRECTOR 0.00 X 0 0 0 ROBERT SANCHEZ PRESIDENT 0.00 X 0 0 0 MICHAEL LAMB DIRECTOR 0.00 X 0 0 0 JACOB TETLOW DIRECTOR 0.00 X 0 0 0 JIM PRATT DIRECTOR 0.00 X 0 0 0 ED DE VARONA DIRECTOR 0.00 X 0 0 0 DAVID PEREZ DIRECTOR 0.00 X 0 0 0 JIM HEILBRON 1ST VICE PRESIDENT 0.00 X 0 0 0 DAVID BONENBERGER DIRECTOR 0.00 X 0 0 0 MICHAEL FINISSI DIRECTOR 0.00 X 0 0 0 JOI HARRIS DIRECTOR 0.00 X 0 0 0 LEANORD SINGH DIRECTOR 0.00 X 0 0 0 WADE SMITH DIRECTOR 0.00 X 0 0 0 DAVE BALL DIRECTOR 0.00 X 0 0 0 SCOTT BATSON DIRECTOR 0.00 X 0 0 0 PAUL CHODAK DIRECTOR 0.00 X 0 0 0 ORVILLE COCKING DIRECTOR 0.00 X 0 0 0 RICKY ERIXTON DIRECTOR 0.00 X 0 0 0 BILL HETHERINGTON DIRECTOR 0.00 X 0 0 0 STEPHANIE RAYMOND DIRECTOR 0.00 X 0 0 0 ELIZABETH COOK VP TECHNICAL SERVICES 40.00 X 212000 0 0 515162 0 0 2 0 1 0 MAVEN STRATEGIC CONSULTING LLC 1402 W 6TH ST AUSTIN TX 78703 CONSULTING 300000 STRYKER-MUNLEY GROUP 3941 PARK DR ST EL DORADO HILL CA 95762 COMMUNICATIONS 162500 2 MEMBERSHIP DUES 900099 1599840 1599840 FEES/ASSESSMENTS 900099 720677 720677 COMMITTEE INCOME 900099 178433 178433 COMMITTEE REPORTS 900099 8391 8391 2507341 20300 20300 1849 -1849 -1849 -1849 2525792 2505492 0 20300 X 100000 303162 259098 19538 34928 208002 76369 505443 10466 26392 38038 47000 888317 51980 18829 BAD DEBT 28905 BANK CHARGES AND CREDIT 8314 2624781 328510 250374 1190372 1195273 136113 1777427 16476 20000 257858 105574 205313 152284 1876784 3395358 30576 30286 32016 1647237 88 2720 62680 1680243 X 1814104 1715115 1814104 1715115 1876784 3395358 -98989 0 X X 0 1 X 0 0 0 1 0 0 257858 105574 152284 152284 NET ROU LIABILITY 2720 2720 X 2525792 0 2525792 0 2525792 2624781 0 2624781 0 2624781 PART III, LINE 1A: IN THE PROCESS OF MOVING TO A NEW HOME OFFICE, IT WAS DISCOVERED THAT THE ORGANIZATION HAD ARTWORK IN ITS POSSESION THAT WAS BEING STORED IN THE OFFICE. ARTWORK WAS APPRAISED AT $519,500 WITH NO COST BASIS. THE ARTWORK INCLUDES 11 PAINTING, PORTRAITS, AND PHOTOS, AND ONE BUST. THERE HAS BEEN NO REVENUE RELATED TO THIS ARTWORK AND IT IS NOT INCLUDED ON THE ORGANIZATION'S BALANCE SHEET. PART X, LINE 2: THE ASSOCIATION IS A NOT-FOR-PROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE STATE OF ALABAMA AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(A) OF THE U.S. INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(6). THUS, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ASSOCIATION FILES A FEDERAL FORM 990 AND HAS A DECEMBER 31 TAX YEAR END. THE ASSOCIATION HAS ASSESSED ITS ACTIVITIES AND ANY POTENTIAL FEDERAL INCOME TAX LIABILITY BASED ON THE GUIDANCE FROM THE PROVISIONS OF FASB ASC 740, INCOME TAXES, ASSOCIATED WITH UNCERTAINTY IN INCOME TAX POSITIONS. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE INCOME TAX POSITIONS TAKEN AND TO BE TAKEN ON ITS TAX RETURNS BASED ON AN ASSESSMENT OF MANY FACTORS INCLUDING EXPERIENCE AND INTERPRETATIONS OF TAX LAWS APPLIED TO THE FACTS OF EACH MATTER. THE ASSOCIATION HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING DISCLOSURE, AND THERE ARE NO MATERIAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS REQUIRING RECOGNITION IN THE FINANCIAL STATEMENTS. THE TAXING AUTHORITIES HAVE THE ABILITY TO ASSESS TAXES, PENALTIES, AND INTEREST FOR ANY YEARS FOR WHICH NO TAX RETURN WAS FILED. IN THE OPINION OF MANAGEMENT, ANY LIABILITY ARISING FROM FEDERAL TAXATION OF ACTIVITIES DEEMED TO BE UNRELATED TO ITS EXEMPT PURPOSES AND ANY POTENTIAL ADDITIONAL LIABILITY RESULTING FROM THE TAXING AUTHORITIES IMPOSING TAXES, PENALTIES, AND INTEREST ON THE TAXES DUE IS NOT EXPECTED TO HAVE A MATERIAL EFFECT ON THE ASSOCIATION'S FINANCIAL POSITION OR RESULTS OF OPERATIONS. CURRENTLY, THE 2023, 2022, AND 2021 FEDERAL TAX RETURNS ARE OPEN FOR EXAMINATION BY THE IRS. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 SEE SCH O RECEIPT OF MEMBERSHIP DUES CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 SEE SCH O RECEIPT OF MEMBERSHIP DUES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AEIC CENTER FOR OPERATIONAL EXCELLENCE 607 14TH STREET NW WASHINGTON DC 20005 933311491 501(C)(3) 100000 0 TO EMPOWER INDUSTRY TO OVERCOME OPERATIONAL CHALLENGES AND HARNESS OPPORTUNITIES. X X 1 1 X 0 0 0 STEVE HAUSER CEO/DIRECTOR 273162 0 30000 0 0 0 0 0 0 0 303162 0 0 0 ELIZABETH COOK VP TECHNICAL SERVICES 200000 0 12000 0 0 0 0 0 0 0 212000 0 0 0 PART I, LINE 1A THE ASSOCIATION'S POLICY IS TO ONLY COVER THE TRAVEL COSTS TO THE ASSOCIATION'S ANNUAL MEETING FOR THE CEO AND HIS SPOUSE. THE CEO'S SPOUSE IS EXPECTED TO ACCOMPANY THEM TO THE ANNUAL MEETING AND IS ALSO EXPECTED TO ASSIST THE CEO IN COORDINATING CERTAIN EVENTS AT THIS FUNCTION. THE BOARD OF DIRECTORS APPROVES ALL EXPENSES OF THE ORGANIZATION, INCLUDING THESE TRAVEL EXPENSES. THE BOARD WILL NOT APPROVE THE COST OF FIRST-CLASS TRAVEL UNLESS IT IS DEEMED MEDICALLY NECESSARY. PART I, LINE 3 THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF ALL OFFICERS OF THE ASSOCIATION, UNLESS THE OFFICER IS AN OFFICER OR EMPLOYEE OF A MEMBER ORGANIZATION, IN WHICH CASE THE BYLAWS DO NOT ALLOW THE OFFICER TO BE COMPENSATED BY THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ACTIVE MEMBERS THAT CONSIST OF U.S. BASED AND INTERNATIONAL ELECTRIC UTILITIES, GENERATING COMPANIES, TRANSMITTING COMPANIES, DISTRIBUTING COMPANIES, AND NON-OPERATING HOLDING COMPANIES OWNING 90% OR MORE OF THE VOTING STOCK OF ANY OF THE PRECEDING TYPES OF COMPANY. ASSOCIATE MEMBERSHIP IS ALSO OPEN TO ENTITIES RESPONSIBLE FOR PROVIDING TECHNICAL RESEARCH RELATED TO THE GENERATION AND DELIVERY OF ELECTRICITY AND/OR FOR PROMOTING, COORDINATING AND ENSURING THE RELIABILITY, INTEGRITY AND EFFICIENT USE AND OPERATION OF THE BULK POWER SUPPLY SYSTEMS, BUT WHO DO NOT MEET THE REQUIREMENTS OF REGULAR MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S OFFICERS AND BOARD OF DIRECTORS ARE ELECTED AT THE ASSOCIATION'S ANNUAL MEETING. EACH ACTIVE MEMBER OF THE ASSOCIATION SHALL BE ENTITLED TO ONE VOTE AND MAY BE REPRESENTED AT ANY MEETING BY ONE OF ITS OFFICERS OR DIRECTORS DULY AUTHORIZED THERETO, IN PERSON OR BY PROXY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ASSOCIATION'S CEO PRIOR TO FILING AND MADE AVAILABLE TO THE GOVERNING BODY UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS DETERMINES AND APPROVES THE CEO'S SALARY AT EACH ANNUAL MEETING. FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION/DOCUMENTS OF THE ASSOCIATION OF EDISON ILLUMINATING COMPANY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PAYROLL SERVICE 2,075. CONSULTANT COMPENSATION 503,368. FORM 990, SCHEDULE F MEMBERSHIP DUES WERE COLLECTED FROM THE FOLLOWING FOREIGN MEMBERS: CARIBBEAN UTLITIES CO LTD, HYDRO ONE, HYDRO-QUEBEC, AND LUMA ENERGY SERVCO, LLC. AEIC CENTER FOR OPERATIONAL EXCELLENCE 607 14TH STREET NW WASHINGTON DC 20005 933311491 ADVANCEMENT OF RELIABLE ELECTRIC SVCS DC 501(C)(3) LINE 7 ASSOCIATION OF EDISON ILLUMINATING COMPANY 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AEIC CENTER FOR OPERATIONAL EXCELLENCE B 100000 CASH