2023-06-23T13:55:33-05:00 2021-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 6116 EXECUTIVE BLVD STE 600 ROCKVILLE MD 20852 990 2021-01-01 521902264 EMPLOYMENT POLICIES INSTITUTE FOUNDATION EMPL 2024637871 1655 FORT MYER DRIVE 600 ARLINGTON VA 22209 GERALD G FRANCIS SECRETARY/TREASURER/DIRECTOR 2024637871 2023-06-23 1 GERALD FRANCIS 999009999 RAYMOND BARBAGALLO P00173692 3015899000 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X X EMPLOYMENT POLICIES INSTITUTE PROTECT MY BALLOT RICHARD BERMAN 1655 FORT MYER DRIVE 600 ARLINGTON VA 22209 1001297 0 X EPIONLINE.ORG X 1994 DC STUDYING PUBLIC POLICY ISSUES SURROUNDING EMPLOYMENT GROWTH WITH SIGNIFICANT FOCUS ON ISSUES AFFECTING ENTRY-LEVEL EMPLOYMENT. 8 7 0 0 0 0 669885 1001237 7254 0 43 60 0 0 677182 1001297 5000 0 0 0 632616 3500 0 0 10255 172066 660139 809682 663639 -132500 337658 837595 824010 378024 26781 459571 797229 X EMPLOYMENT 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. 0 0 391908 0 0 CONTINUED 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. 94262 0 0 MAINTAINED 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. 82880 0 0 CONTINUED 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. 569050 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AR CT FL GA IL KS KY MA MD MI MN NC ND NH NJ NM OH OK OR PA RI SC TN VA WI X THE ORGANIZATION 2024637871 1655 FORT MYER DRIVE 600 ARLINGTON VA 22209 RICHARD BERMAN PRESIDENT, EXECUTIVE DIR. 6.25 X X 0 0 0 GERALD FRANCIS SECRETARY/TREASURER 0.10 X X 500 0 0 PAUL AVERY DIRECTOR 0.08 X 500 0 0 JOHN BERGLUND DIRECTOR 0.08 X 500 0 0 SHANNON FOUST DIRECTOR 0.10 X 500 0 0 WARREN HARDIE DIRECTOR 0.08 X 500 0 0 JAMES LEDLEY DIRECTOR 0.10 X 500 0 0 LUKA LADAN DIRECTOR 0.08 X 500 0 0 3500 0 0 0 0 0 0 RICHARD BERMAN & COMPANY INC 1655 FORT MYER DRIVE SUITE 600 ARLINGTON VA 22209 MGMT, ADVERTISING, RESEARCH & ACCT FEES 702046 1 1001237 1001237 60 60 1001297 0 0 60 X 3500 3500 2600 2090 510 73786 73786 163486 157042 444 6000 387339 387339 22589 15819 3025 3745 6526 6526 3813 234 3579 663639 569050 84334 10255 75172 363762 682423 396164 80000 64084 837595 824010 378024 0 26781 378024 26781 X -125402 628715 584973 168514 459571 797229 837595 824010 337658 0 X 0 1 X 0 0 X 1088685 1454324 1758612 669885 1001237 5972743 1088685 1454324 1758612 669885 1001237 5972743 1332370 4640373 194 176 107 43 60 580 25 25 5973348 48281 0.77680 0.70910 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 25. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 64970 64970 598669 663639 124546 31137 0 0 259529 228376 146452 124546 758903 1138355 22382 11278 64970 98630 64882 57094 36613 31137 189726 284589 22382 11278 33660 0 DUE TO/FROM BERMAN 26781 26781 X 1203752 202455 202455 1001297 0 1001297 866094 202455 202455 663639 0 663639 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX AS A NONPROFIT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. CONTRIBUTIONS TO THE FOUNDATION ARE TAX-DEDUCTIBLE WITHIN THE LIMITS DESCRIBED BY THE CODE. THE FOUNDATION DID NOT HAVE ANY LIABILITY FOR UNRELATED BUSINESS INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2021. THE MATERIAL JURISDICTIONS SUBJECT TO POTENTIAL EXAMINATION BY TAXING AUTHORITIES INCLUDE THE U.S. AND THE DISTRICT OF COLUMBIA. MANAGEMENT DOES NOT BELIEVE THAT THE ULTIMATE OUTCOME OF ANY FUTURE EXAMINATIONS OF OPEN TAX YEARS WILL HAVE A MATERIAL IMPACT ON THE FOUNDATION'S RESULTS OF OPERATIONS. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE IRS ARE 2018 THROUGH 2021. RICHARD BERMAN AND COMPANY INC PART V 702046 PART V 0 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. FORM 990, PART I, ITEM C DBA: 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, PAGE 1, PART 1, LINE 8, LINE 20 AND LINE 22 LINE 8: DECREASE IN CONTRIBUTIONS REPORTED DUE TO CHANGE IN GRANTS RECEIVABLE PER AUDITED FINANCIALS. LINE 20 & 21: DECREASE IN ASSETS DUE TO CHANGE IN GRANTS RECEIVABLE. FORM 990, PART VI, SECTION A, LINE 3 RICHARD 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 11B EMPLOYMENT 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 12C EMPLOYMENT 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 15 EMPLOYMENT 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 19 EMPLOYMENT 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 11G RESEARCH AND CONSULTANTS: PROGRAM SERVICE EXPENSES 157,042. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 6,000. TOTAL EXPENSES 163,042. PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 444. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 444. FORM 990, PAGE 3, PART IV, LINE 11F AND 12A CHANGE DUE TO RECEIPT OF AUDITED FINANCIALS. FORM 990, PAGE 8, PART VII, SECTION B CHANGE IN COMPENSATION FOR INDEPENDENT CONTRACTOR PER AUDITED FINANCIALS. FORM 990, PAGE 9, PART VIII, LINE 1F, 1H, 3 AND 12 DECREASE IN CONTRIBUTIONS DUE TO CHANGE IN GRANTS RECEIVABLE. INCREASE IN INTEREST INCOME DUE TO ROUNDING. FORM 990, PAGE 10, PART IX, LINE 11G AND 12 LINE 11G: DECREASE DUE TO RECLASSIFICATION OF EXPENSES PER AUDITED FINANCIAL LINE 12: INCREASE DUE TO RECLASSIFCATION OF EXPENSES PER AUDITED FINANCIAL . FORM 990, PAGE 11, PART X, LINE 3, LINE 16, LINE 27, LINE 28 LINE 3: DECREASE DUE TO CHANGE IN GRANTS RECEIVABLE PER AUDITED FINANCIALS LINE 16: DECREASE DUE TO CHANGE IN GRANTS RECEIVABLE PER AUDITED FINANCIALS LINE 27 AND 28: CHANGE DUE TO RECLASSIFICATION OF NET ASSETS PER AUDITED FINANCIALS. FORM 990, PAGE 12, PART XI CHANGES DUE TO DECREASED REVENUE AND DONATED SERVICES. FORM 990, PAGE 12, PART XIII CHANGES DUE TO RECEIPT OF AUDITED FINANCIALS. FORM 990, SCHEDULE A, PART II, SECTION A, B AND C CHANGES DUE TO DECREASE IN CONTRIBUTIONS DUE TO CHANGE IN GRANTS RECEIVABLE AND ROUNDING PER AUDITED FINANCIALS. FORM 990, SCHEDULE B, PART I INCREASE IN REPORTED CONTRIBUTORS DUE TO CHANGE IN FORM 990, PART VIII, LINE 1H. FORM 990, SCHEDULE C, PAGE 2, PART II-A CHANGES IN REPORTED TOTALS DUE TO RECEIPT OF QUARTERLY LOBBYING REPORTS. FORM 990, SCHEDULE D, PAGE 4, PART XI CHANGES DUE TO RECEIPT OF AUDITED FINANCIALS. FORM 990, SCHEDULE L, PAGE 2, PART IV CHANGE IN TRANSACTION AMOUNT DUE TO RECEIPT OF AUDITED FINANCIALS RECLASSIFICATION OF EXPENSES.