EMPLOYMENT POLICIES INSTITUTE FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
EMPLOYMENT POLICIES INSTITUTE FOUNDATION (EIN 52-1902264)
Tax period
2021-01-01 to 2021-12-31
Filed
2023-02-07
IRS object ID
202340389349300704
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-02-07T07:28:43-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN882730877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16116 EXECUTIVE BLVD STE 600AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20852ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521902264EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EMPLOYMENT POLICIES INSTITUTE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEMPLBusinessNameControlTxt
Phone2024637871PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11655 FORT MYER DRIVE 600AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERALD G FRANCISPersonNm
Person TitleSECRETARY/TREASURER/DIRECTORPersonTitleTxt
Phone2024637871PhoneNum
Signature2023-02-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGERALDPersonFirstNm
Person LastFRANCISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND BARBAGALLOPreparerPersonNm
PTINP00173692PTIN
Phone3015899000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1EMPLOYMENT POLICIES INSTITUTEBusinessNameLine1Txt
Business Name Line2PROTECT MY BALLOTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Principal OfficerRICHARD BERMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11655 FORT MYER DRIVE 600AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22209ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,171,297GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressEPIONLINE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionSTUDYING PUBLIC POLICY ISSUES SURROUNDING EMPLOYMENT GROWTH WITH SIGNIFICANT FOCUS ON ISSUES AFFECTING ENTRY-LEVEL EMPLOYMENT.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$669,885PYContributionsGrantsAmt
CY Contributions Grants$1,171,238CYContributionsGrantsAmt
PY Program Service Revenue$7,254PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$43PYInvestmentIncomeAmt
CY Investment Income$59CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$677,182PYTotalRevenueAmt
CY Total Revenue$1,171,297CYTotalRevenueAmt
PY Grants And Similar Paid$5,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$632,616PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,500CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$10,256CYTotalFundraisingExpenseAmt
PY Other Expenses$172,066PYOtherExpensesAmt
CY Other Expenses$660,141CYOtherExpensesAmt
PY Total Expenses$809,682PYTotalExpensesAmt
CY Total Expenses$663,641CYTotalExpensesAmt
PY Revenues Less Expenses-$132,500PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$507,656CYRevenuesLessExpensesAmt
Total Assets BOY$837,595TotalAssetsBOYAmt
Total Assets EOY$994,008TotalAssetsEOYAmt
Total Liabilities BOY$378,024TotalLiabilitiesBOYAmt
Total Liabilities EOY$26,781TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$459,571NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$967,227NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionEMPLOYMENT POLICIES INSTITUTE FOUNDATION'S MISSION IS TO EDUCATE POLICYMAKERS AND THE GENERAL PUBLIC WITH RESPECT TO THE ECONOMIC AND SOCIAL EFFECTS OF EMPLOYMENT, FINANCIAL, AND GOVERNMENT SPENDING POLICIES, AND TO CONDUCT RESEARCH WITH RESPECT TO (CONTINUED) EMPLOYMENT, FINANCIAL, AND GOVERMENT SPENDING POLICIES AND DISSEMINATE THE RESULTS OF SUCH RESEARCH.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$345,483ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescCONTINUED TO MAINTAIN EPIONLINE.ORG, MINIMUMWAGE.COM, TIPPEDWAGE.COM. AND FACESOF15.COM WEBSITES. RELEASED ECONOMIC IMPACT STUDIES OR COMMENTARY ON THE CONSEQUENCES OF EMPLOYER MANDATES. PROVIDED INFORMATION ABOUT THE ECONOMIC CONSEQUENCES OF EMPLOYER MANDATES TO LEGISLATIVE BODIES/POLICYMAKERS IN SELECTED STATES AND LOCALITIES. PROMOTED EPIF RESEARCH AND MESSAGES BY PRODUCING ADVERTISEMENTS FOR PLACEMENTS IN VARIOUS MEDIA OUTLETS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$83,095ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescMAINTAINED THE INTERSTATE POLICY ALLIANCE (IPA), AN EFFORT TO COORDINATE AND PROMOTE THE WORK OF STATE POLICY ORGANIZATIONS. IN 2021, ACTIVITY INCLUDED DEVELOPING OR UPDATING MULTIPLE WEBSITES; THE PRODUCTION OF MULTIPLE VIDEO DOCUMENTARIES; AND VARIOUS OTHER COMMUNICATIONS AND DESIGN-FOCUSED PROJECTS TO ADVANCE THE MISSION OF THE IPA.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$73,062ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescCONTINUED WORK ON PROJECT TO BETTER UNDERSTAND THE USE OF BALLOT INITIATIVES TO INFLUENCE PUBLIC POLICY. CONTINUED RESEARCH PROJECT ON THE SPENDING ON BALLOT MEASURES IN VARIOUS LOCAL ELECTIONS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$501,640TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2024637871PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11655 FORT MYER DRIVE 600AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22209ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RICHARD BERMAN
PRESIDENT, EXECUTIVE DIR.6.25Yes (X)Yes (X)$0$0$0
GERALD FRANCIS
SECRETARY/TREASURER0.10Yes (X)Yes (X)$500$0$0
PAUL AVERY
DIRECTOR0.08Yes (X)$500$0$0
JOHN BERGLUND
DIRECTOR0.08Yes (X)$500$0$0
SHANNON FOUST
DIRECTOR0.10Yes (X)$500$0$0
WARREN HARDIE
DIRECTOR0.08Yes (X)$500$0$0
JAMES LEDLEY
DIRECTOR0.10Yes (X)$500$0$0
LUKA LADAN
DIRECTOR0.08Yes (X)$500$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,500TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD BERMAN & COMPANY INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11655 FORT MYER DRIVE SUITE 600AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22209ZIPCd
FieldValueIRS element (for citing)
ServicesMGMT, ADVERTISING, RESEARCH & ACCT FEESServicesDesc
Compensation$808,891CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,171,238AllOtherContributionsAmt
Total Contributions$1,171,238TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$59TotalRevenueColumnAmt
Exclusion$59ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,171,297TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$59ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,500TotalAmt
Management And General$3,500ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,600TotalAmt
Program Services$2,089ProgramServicesAmt
Fundraising$511FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$73,786TotalAmt
Management And General$73,786ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$500,699TotalAmt
Program Services$427,407ProgramServicesAmt
Management And General$67,292ManagementAndGeneralAmt
Fundraising$6,000FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$50,127TotalAmt
Program Services$50,127ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$22,590TotalAmt
Program Services$15,491ProgramServicesAmt
Management And General$3,354ManagementAndGeneralAmt
Fundraising$3,745FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,526TotalAmt
Program Services$6,526ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,813TotalAmt
Management And General$3,813ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$663,641TotalAmt
Program Services$501,640ProgramServicesAmt
Management And General$151,745ManagementAndGeneralAmt
Fundraising$10,256FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$75,172BOYAmt
EOY$363,760EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$682,423BOYAmt
EOY$396,164EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$80,000BOYAmt
EOY$234,084EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$837,595BOYAmt
EOY$994,008EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$378,024BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$26,781EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$378,024BOYAmt
EOY$26,781EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$125,402BOYAmt
EOY$967,227EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$584,973BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$459,571BOYAmt
EOY$967,227EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$837,595BOYAmt
EOY$994,008EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$507,656ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,088,685CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,454,324CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,758,612CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$669,885CurrentTaxYearMinus1YearAmt
Current Tax Year$1,171,238CurrentTaxYearAmt
Total$6,142,744TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,088,685CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,454,324CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,758,612CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$669,885CurrentTaxYearMinus1YearAmt
Current Tax Year$1,171,238CurrentTaxYearAmt
Total$6,142,744TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,308,570SubstantialContributorsTotAmt
Public Support Total170$4,834,174PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$194CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$176CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$107CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43CurrentTaxYearMinus1YearAmt
Current Tax Year$59CurrentTaxYearAmt
Total$579TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25CurrentTaxYearMinus4YearsAmt
Total$25TotalAmt
FieldValueIRS element (for citing)
Total Support$6,143,348TotalSupportAmt
Gross Receipts Rltd Activities$48,281GrossReceiptsRltdActivitiesAmt
Public Support CY1700.78690PublicSupportCY170Pct
Public Support PY1700.70910PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS INCOME - 2017 AMOUNT: $ 25.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$60,000FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$60,000FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$603,641FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$663,641FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$124,546FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$31,137FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$259,529CurrentYearMinus3Amt
Current Year Minus2$228,376CurrentYearMinus2Amt
Current Year Minus1$146,452CurrentYearMinus1Amt
Current Year$124,546CurrentYearAmt
Total$758,903TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,138,355LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$22,382CurrentYearMinus3Amt
Current Year Minus2$11,278CurrentYearMinus2Amt
Current Year$60,000CurrentYearAmt
Total$93,660TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$64,882CurrentYearMinus3Amt
Current Year Minus2$57,094CurrentYearMinus2Amt
Current Year Minus1$36,613CurrentYearMinus1Amt
Current Year$31,137CurrentYearAmt
Total$189,726TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$284,589GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$22,382CurrentYearMinus3Amt
Current Year Minus2$11,278CurrentYearMinus2Amt
Total$33,660TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO/FROM BERMANDesc
Amt$26,781Amt
FieldValueIRS element (for citing)
Total Liability$26,781TotalLiabilityAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD BERMAN AND COMPANY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionPART VRelationshipDescriptionTxt
Transaction$808,891TransactionAmt
TransactionPART VTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV (B) DESCRIPTION OF RELATIONSHIP:ENTITY IS MORE THAN 35% OWNED BY RICHARD BERMAN, PRESIDENT.
PART IV (D) DESCRIPTION OF TRANSACTIONS:SERVICES PROVIDED INCLUDE RESEARCH AND MONITORING/ANALYSIS ON ISSUES IMPORTANT TO THE ORGANIZATION, ADVERTISING, PUBLIC AND MEDIA RELATIONS, PROGRAM MANAGEMENT AND PROMOTION OF INFORMATION TO THE PUBLIC, ACCOUNTING AND FINANCIAL OPERATIONS, LOBBYING, MANAGEMENT, GENERAL AND ADMINISTRATIVE, MEETING PLANNING, AND ADDITIONAL SERVICES AS NEEDED IN MEETING THE OBJECTIVE OF EMPLOYMENT POLICIES INSTITUTE FOUNDATION IN THE FULFILLMENT OF ITS MISSION AND EXEMPT PURPOSES.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, ITEM CDBA: THE TIPS COALITION PROTECT MY BALLOT.
FORM 990, PAGE 1, ITEM J: WEBSITES INCLUDE THE FOLLOWING:EPIONLINE.ORG, MINIMUMWAGE.COM, TIPPEDWAGE.COM, FACESOF15.COM, POLICYALLIANCE.ORG, BIASEDBERKELEY.COM, ECONTRIVIA.COM, FIGHTFOR15.COM, OURINDUSTRYOURVOICE.COM
FORM 990, PART VI, SECTION A, LINE 3RICHARD BERMAN AND COMPANY, INC. IS THE MANAGEMENT COMPANY FOR THE EMPLOYMENT POLICIES INSTITUTE FOUNDATION. RICHARD BERMAN, PRESIDENT AND EXECUTIVE DIRECTOR OF THE EMPLOYMENT POLICIES INSTITUTE FOUNDATION, WAS COMPENSATED AS PRESIDENT OF RICHARD BERMAN AND COMPANY, INC. DURING 2020, DUE TO THE FOUNDATION'S ESTABLISHED ACCOUNTING AND FINANCIAL INTERNAL CONTROL PROCESSES, WHICH HAVE BEEN APPROVED BY THE INDEPENDENT AUDITING FIRM, THE CONFIDENTIAL COMPENSATION INFORMATION IS UNAVAILABLE TO THE PREPARER AND SIGNING OFFICER.
FORM 990, PART VI, SECTION B, LINE 11BEMPLOYMENT POLICIES INSTITUTE FOUNDATION'S FORM 990 WAS REVIEWED BY MANAGEMENT. MEMBERS OF THE GOVERNING BODY AND OUTSIDE LEGAL COUNSEL BOTH RECEIVED AND REVIEWED COPIES OF THIS FORM 990, REDACTED FOR DONOR INFORMATION, PRIOR TO ITS FILING. COMMENTS WERE ADDRESSED BEFORE THE RETURN WAS FILED.
FORM 990, PART VI, SECTION B, LINE 12CEMPLOYMENT POLICIES INSTITUTE FOUNDATION REQUIRES THE OFFICERS AND DIRECTORS TO READ AND SIGN THE POLICY AND TO DISCLOSE ANY CONFLICT OF INTEREST THEY MAY HAVE TO THE ENTIRE BOARD. THE BOARD THEN DECIDES WHETHER OR NOT THERE EXISTS A CONFLICT. ANY OFFICERS OR BOARD MEMBERS WITH CONFLICTS ARE RECUSED FROM VOTING UPON ISSUES INVOLVING THEIR PARTICULAR CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15EMPLOYMENT POLICIES INSTITUTE FOUNDATION REQUIRES THAT COMPENSATION FOR THE DIRECTORS AND EMPLOYEES BE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS; PERSONS WITH CONFLICTS OF INTEREST REGARDING THE COMPENSATION ARRANGEMENT AT ISSUE ARE RECUSED. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING ARE DONE WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS IS REVIEWED.
FORM 990, PART VI, SECTION C, LINE 19EMPLOYMENT POLICIES INSTITUTE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION EXCEPT THROUGH THOSE DOCUMENTS FILED WITH ITS FORM 1023 EXEMPTION APPLICATION (COPY AVAILABLE UPON REQUEST AT THE ORGANIZATION'S HEADQUARTERS IN WASHINGTON, DC) AS REQUIRED BY LAW.
FORM 990, PART IX, LINE 11GRESEARCH AND CONSULTANTS: PROGRAM SERVICE EXPENSES 427,407. MANAGEMENT AND GENERAL EXPENSES 66,848. FUNDRAISING EXPENSES 6,000. TOTAL EXPENSES 500,255. PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 444. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 444.
FORM 990, PART IV,LINE 12A AND PART XII, LINE 2BTHIS RETURN HAS BEEN PREPARED BASED ON PRELIMINARY INFORMATION FROM THE COMPANY'S AUDITED FINANCIAL STATEMENTS. SUCH STATEMENTS AND REPORTS ARE STILL UNDER REVIEW BY THE COMPANY'S INDEPENDENT AUDITOR, AND THUS ARE SUBJECT TO CHANGE. ONCE THE AUDITED FINANCIAL STATEMENTS HAVE BEEN FINALIZED, THIS RETURN WILL BE AMENDED TO REFLECT ANY MATERIAL DIFFERENCES.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.