ELECTRIC POWER RESEARCH INSTITUTE INC Charity Report

Public IRS 990 nonprofit record

ELECTRIC POWER RESEARCH INSTITUTE INC

EIN 23-7175375 · Public & Societal Benefit (W050)

What they do

SEE SCHEDULE O

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $70.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe explanation is very short. Ask what work they really do.

They name their leaders69 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

71.91%of revenue went to mission work70.1% of expenses · Program services

$102.61spent for every $100 of revenueSpending was higher than revenue this year.

30.70%of revenue went to management and office costs29.9% of expenses

$0.78in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $13,133,853 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $2,870,259 for ARSHAD MANSOOR (PRESIDENT & CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$503,197,591

Mission workProgram services$361,853,58471.91% of revenue70.1% of expenses

ManagementOffice and general costs$154,477,86030.70% of revenue29.9% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$516,331,444102.61% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 70.1% mission · 29.9% management · 0.0% fundraisingTotal expenses: 102.61% of revenue

2023Expense mix: 69.7% mission · 30.3% management · 0.0% fundraisingTotal expenses: 104.09% of revenue

2022Expense mix: 70.4% mission · 29.6% management · 0.0% fundraisingTotal expenses: 103.55% of revenue

2021Expense mix: 72.2% mission · 27.8% management · 0.0% fundraisingTotal expenses: 99.29% of revenue

2020Expense mix: 71.5% mission · 28.5% management · 0.0% fundraisingTotal expenses: 96.14% of revenue

2019Expense mix: 71.8% mission · 28.2% management · 0.0% fundraisingTotal expenses: 101.94% of revenue

2018Expense mix: 72.8% mission · 27.2% management · 0.0% fundraisingTotal expenses: 99.63% of revenue

2017Expense mix: 74.8% mission · 25.2% management · 0.0% fundraisingTotal expenses: 98.44% of revenue

Money in and money out

Revenue$503,197,591

Expenses$516,331,444

Annual shortfall $13,133,853 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$361,853,584 · 70.1% of expenses

Management and office costs$154,477,860 · 29.9% of expenses

See all reported dollar amounts

Revenue$503,197,591

Expenses$516,331,444

Assets$401,886,494

Income$852,795,262

Mission work (program services)$361,853,584

Grants given$12,218,992

Average grant$87,279

Management and general$154,477,860

Accounting fees$397,789

Investing fees$194,441

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ARSHAD MANSOORPRESIDENT & CHIEF EXECUTIVE OFFICER · 40 hrs/week $2,870,259Base $2,132,369 · Other $737,890

ROBERT N CHAPMANSVP ENERGY DELIVERY & CUST. SOLN. · 40 hrs/week $1,158,413Base $805,823 · Other $352,590

NEIL M WILMSHURST-SVP ENERGYSYSTEMS RESOURCE & CHIEF NUC OFFICER · 40 hrs/week $1,101,888Base $854,763 · Other $247,125

NEVA ESPINOZAVP LOW CARBON RESOURCE · 40 hrs/week $983,279Base $772,467 · Other $210,812

DANIEL BROOKSVP INTEGRATED GRID · 40 hrs/week $862,870Base $631,353 · Other $231,517

JACQUELINE ROSATIVP GEN COUNL, CCO & SECRETARY · 40 hrs/week $826,586Base $637,189 · Other $189,397

ANDREW J PHILLIPSVP TRANSMISSION & DISTRIBUTION · 40 hrs/week $805,414Base $628,886 · Other $176,528

CATHERINE JEREZAVP CORPORATE AFFAIRS (THRU 3/24) · 40 hrs/week $715,022Base $706,059 · Other $8,963

SWATI DAJIEVP, CFO, RISK & OPS. OFC (BEG 4/24) · 40 hrs/week $696,418Base $387,653 · Other $308,765

ADJA BAVP OF HUMAN RESOURCES & DIVERSITY · 40 hrs/week $627,274Base $468,081 · Other $159,193

DAVID LINDSEYVP INFO TECH & CIO · 40 hrs/week $594,412Base $442,257 · Other $152,155

DAVID PORTER-VP ELECTRIFICATION& SUSTAINABLE ENERGY STRATEGY · 40 hrs/week $574,277Base $492,567 · Other $81,710

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (69)

ARSHAD MANSOORPRESIDENT & CHIEF EXECUTIVE OFFICER

ROBERT N CHAPMANSVP ENERGY DELIVERY & CUST. SOLN.

NEIL M WILMSHURST-SVP ENERGYSYSTEMS RESOURCE & CHIEF NUC OFFICER

NEVA ESPINOZAVP LOW CARBON RESOURCE

DANIEL BROOKSVP INTEGRATED GRID

JACQUELINE ROSATIVP GEN COUNL, CCO & SECRETARY

ANDREW J PHILLIPSVP TRANSMISSION & DISTRIBUTION

CATHERINE JEREZAVP CORPORATE AFFAIRS (THRU 3/24)

SWATI DAJIEVP, CFO, RISK & OPS. OFC (BEG 4/24)

ADJA BAVP OF HUMAN RESOURCES & DIVERSITY

DAVID LINDSEYVP INFO TECH & CIO

DAVID PORTER-VP ELECTRIFICATION& SUSTAINABLE ENERGY STRATEGY

STEVEN M SWILLEYVP NUC & DEPUTY CHIEF NUC OFFICER

CHARLES KINGERYVP CHIEF INFO SECURITY OFFICER

TINA TAYLORSENIOR DIRECTOR, NUCLEAR

VOLKER PASTERNAKSENIOR DIRECTOR, LEGAL

PAMELA J KEEFESVP CFO & TREASURER (THRU 3/24)

THOMAS WILSONTECHNICAL EXECUTIVE, PRINCIPAL

RANDAL STARKDIRECTOR, NUCLEAR MATERIALS

RITU BATRADIRECTOR, BUSINESS TECH SOLUTIONS

JANIS G MENDELSONASSISTANT CORP SECRETARY

IVAN DIXONVP FINANCE AND ACCOUNTING

SHERINA MAYE EDWARDSDIRECTOR (THRU 11/24)

YANCY LINDSEYDIRECTOR (BEG 4/24)

NAT KEOHANEDIRECTOR

CLARA POLETTIDIRECTOR (BEG 4/24)

DENNIS V MCGINNDIRECTOR (THRU 4/24)

TIMOTHY C LIEUWENDIRECTOR (BEG 4/24)

MICHAEL W RENCHECKDIRECTOR (THRU 4/24)

JOHN O LARSENDIRECTOR

PADDY HAYESDIRECTOR

MICHAEL A INNOCENZO2ND V. CHAIR (BEG 4/24); DIRECTOR

PATRICIA K POPPEDIRECTOR

PATRICK OLOUGHLINDIRECTOR

PAUL LAUDIRECTOR

RALPH LAROSSADIRECTOR

SCOTT W H SEUDIRECTOR

STANLEY W CONNALLY JRDIRECTOR (THRU 4/24)

STEVEN POWELLDIRECTOR (BEG 4/24)

THOMAS J KENT1ST V. CHAIR (BEG 4/24); DIRECTOR

VINCENT SORGI - 1ST V CHAIR(THRU 4/24); CHAIR (BEG 4/24)

DON MOULDIRECTOR (BEG 11/24)

AHMED ALI AL-EBRAHIMDIRECTOR (BEG 4/24)

ALICE JACKSONINTERIM DIRECTOR (BEG 4/24)

ANTHONY CAMPBELLDIRECTOR

BARBARA HAMPTONDIRECTOR (BEG 4/24)

BERNARD SALHADIRECTOR

BHEKI NXUMALODIRECTOR

BRIAN SAVOYDIRECTOR

CHRIS WOMACKINTERIM DIRECTOR (BEG 4/24)

CHRISTIAN T BEAMDIRECTOR (THRU 11/24)

DAN FORDDIRECTOR (THRU 4/24)

DAVID CAMPBELL2ND V. CHAIR (THRU 4/24); DIRECTOR

DAVID HUTCHENSDIRECTOR (BEG 4/24)

DAVID J TUDORDIRECTOR (THRU 4/24)

MICHAEL MOEHNDIRECTOR

ENRICO VIALEDIRECTOR (THRU 1/24)

JAY HORINEDIRECTOR (BEG 4/24)

JEFFREY B GULDNERDIRECTOR

JIM PRATTDIRECTOR

JOHN PETTIGREWDIRECTOR (THRU 4/24)

JOHN L HAIRSTONDIRECTOR

JOHN M THOMAS IIIDIRECTOR (THRU 10/24)

JOHN R BEARDIRECTOR

JOOHO WHANGDIRECTOR

JOSEPH DOMINGUEZDIRECTOR (BEG 4/24)

JUSTIN E DRISCOLLDIRECTOR

MARIA POPECHAIR (THRU 4/24); DIRECTOR

MATTHEW KETSCHKEDIRECTOR

About this charity

Recognized since: January 1972
Location: 3420 HILLVIEW AVE, PALO ALTO, CA 94304-1355
County: Santa Clara
In care of: % ARSHAD MANSOOR
Primary officer: SWATI DAJI, EVP, CFO, RISK & OPS. OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(650) 855-2000

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: GRANT THORNTON ADVISORS LLC
NTEE classification: Public & Societal Benefit (W050)
Grant-giving organization: Yes