ECONOMIC POLICY INSTITUTE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ECONOMIC POLICY INSTITUTE (EIN 52-1368964)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-11
- IRS object ID
- 202302849349301770
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-11T14:36:01-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521368964 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECONOMIC POLICY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ECON | BusinessNameControlTxt |
| Phone | 2027758810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 EYE STREET NW 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEIDI SHIERHOLZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2027758810 | PhoneNum |
| Signature | 2023-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HEIDI | PersonFirstNm |
| Person Last | SHIERHOLZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HEIDI SHIERHOLZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 EYE STREET NW 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,123,876 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EPI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 67 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,234,706 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,981,595 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,381 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,090 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$711 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $224,060 | PYOtherRevenueAmt |
| CY Other Revenue | $138,191 | CYOtherRevenueAmt |
| PY Total Revenue | $16,459,436 | PYTotalRevenueAmt |
| CY Total Revenue | $8,123,876 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,915,881 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,446,207 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,202,312 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,608,578 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $513,588 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,300,130 | PYOtherExpensesAmt |
| CY Other Expenses | $2,109,379 | CYOtherExpensesAmt |
| PY Total Expenses | $10,418,323 | PYTotalExpensesAmt |
| CY Total Expenses | $12,164,164 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,041,113 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,040,288 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,510,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,630,204 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,510,894 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,810,334 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,999,829 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,819,870 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INFORM AND EMPOWER INDIVIDUALS TO SEEK SOLUTIONS THAT ENSURE BROADLY SHARED PROSPERITY AND OPPORTUNITY. THE INSTITUTE IS A NON-PROFIT, NON-PARTISAN THINK TANK, CREATED TO BROADEN DISCUSSIONSABOUT ECONOMIC POLICY TO INCLUDE THE NEEDS OF LOW AND MIDDLE-INCOME WORKERS. THE INSTITUTE BELIEVES EVERY WORKING PERSON DESERVES A GOOD JOB WITH FAIR PAY, AFFORDABLE HEALTH CARE, AND RETIREMENT SECURITY. TO ACHIEVE THIS GOAL, THE INSTITUTE CONDUCTS RESEARCH AND ANALYSIS ON THE ECONOMIC STATUS OF WORKING AMERICA. IN ADDITION, THE INSTITUTE PROPOSES PUBLIC POLICIES THAT PROTECT AND IMPROVE THE ECONOMIC CONDITIONS OF LOW AND MIDDLE-INCOME WORKERS AND ASSESSES POLICIES WITH RESPECT TO HOW THEY AFFECT THOSE WORKERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,236,082 | ExpenseAmt |
| Grant | $3,359,078 | GrantAmt |
| Desc | ECONOMIC ANALYSIS AND RESEARCH NETWORK (EARN): EARN IS A NATIONWIDE NETWORK OF ORGANIZATIONS ADVANCING AN INCLUSIVE, WORKER CENTERED ECONOMY THROUGH STATE AND LOCAL POLICY CHANGE AND RIGOROUS RESEARCH. WE PRODUCE RESEARCH AND POLICY ANALYSIS TO HELP OUR PARTNERS MAKE THE ECONOMIC CASE FOR POLICIES THAT WILL CREATE A MORE WORKER CENTERED, EQUITABLE ECONOMY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,641,604 | ExpenseAmt |
| Grant | $87,129 | GrantAmt |
| Desc | RESEARCH: EPI PRODUCES THE HIGHEST QUALITY RESEARCH AND POLICY ANALYSIS, WIELDING THE TOOLS OF ECONOMICS TO ADVANCE THE INTERESTS OF WORKING FAMILIES. AREAS OF RESEARCH INCLUDE LABOR STANDARDS, MACROECONOMICS, IMMIGRATION POLICY, RETIREMENT SECURITY, FISCAL POLICY, AND TRADE POLICY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $967,542 | ExpenseAmt |
| Revenue | $4,090 | RevenueAmt |
| Desc | POLICY: EPI USES POLICY ANALYSIS AND ADVOCACY TO BUILD POWER FOR WORKING PEOPLE. WE PARTNER WITH NATIONAL AND STATE GRASSROOTS ACTIVISTS, ADVOCACY ORGANIZATIONS, ACADEMICS, AND LABOR UNIONS TO ADVANCE ECONOMIC, RACIAL, AND GENDER JUSTICE. OUR EXPERTS PROVIDE TESTIMONY, SPEECHES, AND PRESENTATIONS AND PRODUCE ANALYSES AND REPORTS ON A VARIETY OF ISSUES FACING WORKERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|
| $885,008 | PROGRAM ON RACE, ETHNICITY, AND THE ECONOMY (PREE): PREE EXPLORES AND EXPLAINS HOW RACE, ETHNICITY, AND CLASS INTERSECT TO AFFECT ECONOMIC OUTCOMES IN THE UNITED STATES. THIS IS DONE THROUGH RESEARCH, POLICY PAPERS, WORKSHOPS, SPEAKER SERIES, OTHER CONVENINGS, AND SOCIAL MEDIA. | |
| $710,645 | COMMUNICATIONS AND PUBLIC OUTREACH: EFFECTIVELY COMMUNICATES ITS IN-DEPTH RESEARCH AND POLICY ANALYSIS IN WAYS THAT CAN BE UNDERSTOOD AND SHARED BY A VARIETY OF AUDIENCES. EPI USES PODCASTS, VIDEO EXPLAINERS, AND SOCIAL MEDIA TO SHARE OUR RESEARCH AND POLICY ANALYSIS AND RECOMMENDATIONS. | $3,190 |
| $44,801 | EDUCATION: DOCUMENTS THE IMPACT OF SOCIAL AND ECONOMIC INEQUALITY ON STUDENT ACHIEVEMENT, AND SUGGESTS POLICIES, WITHIN SCHOOL AND OUT, TO NARROW OUTCOME GAPS BETWEEN MIDDLE CLASS AND DISADVANTAGED STUDENTS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,640,454 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,190 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,485,682 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 67 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZION YAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027758810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 EYE STREET NW 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| HEIDI SHIERHOLZ | |||||||||
| PRESIDENT | 39.70 | 0.30 | Yes (X) | Yes (X) | $200,000 | $0 | $28,790 | ||
| ELIZABETH H SHULER | |||||||||
| CHAIR | 0.10 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JULIANNE MALVEAUX | |||||||||
| SECRETARY | 0.10 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GARY BASS | |||||||||
| TREASURER | 0.10 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DEBRA NESS | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| MANUEL PASTOR | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| LORI PELLETIER | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS PEREZ | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| BECKY PRINGLE | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| LEE SAUNDERS | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER M SHELTON | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| RANDI WEINGARTEN | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| ELISE GOULD | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| JACOB HACKER | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| MARY KAY HENRY | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT JOHNSON | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT KUTTNER | |||||||||
| MEMBER | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| WILMA LIEBMAN | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| LISA LYNCH | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT MARTINEZ JR | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| NINA BANKS | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| TOM CONWAY | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| HECTOR R CORDERO-GUZMAN | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| ERNESTO J CORTES JR | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| RAY CURRY | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| KEITH ELLISON | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| JEFF FAUX | |||||||||
| MEMBER | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JOSE GARZA | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| TERESA GHILARDUCCI | |||||||||
| MEMBER | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JASPER G COX | |||||||||
| DIR OF FINANCE & ADMIN | 40.00 | $164,100 | $0 | $30,743 | Yes (X) | ||||
| NAOMI WALKER | |||||||||
| VICE PRESIDENT | 40.00 | $193,358 | $0 | $28,553 | Yes (X) | ||||
| ROBERT ECK SCOTT | |||||||||
| DIR TRADE & MAN POLICY RESEARCH | 40.00 | $184,835 | $0 | $29,734 | Yes (X) | ||||
| LYLE J BIVENS | |||||||||
| DIR OF RESEARCH | 40.00 | $178,938 | $0 | $26,749 | Yes (X) | ||||
| CELINE MCNICHOLAS | |||||||||
| DIR GOVT AFFAIRS LABOR COUNSEL | 40.00 | $173,195 | $0 | $24,046 | Yes (X) | ||||
| JOHN T SCHMITT | |||||||||
| SNR ECONOMIST AND SENIOR ADVISOR | 40.00 | $172,400 | $0 | $30,726 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,266,826 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $199,341 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRI GERSTEIN | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 163 PROSPECT PARK WEST APT 1L | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PROJECT CONSULTING | ServicesDesc |
| Compensation | $120,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,981,595 | AllOtherContributionsAmt |
| Total Contributions | $7,981,595 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HONORARIA | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,090 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,090 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,090 | TotalProgramServiceRevenueAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,499 | TotalRevenueColumnAmt |
| Exclusion | $50,499 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,003 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,003 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,003 | TotalRevenueColumnAmt |
| Exclusion | $84,003 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,190 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,190 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,190 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $499 | TotalRevenueColumnAmt |
| Exclusion | $499 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $499 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,123,876 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,280 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $135,001 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,446,207 | TotalAmt |
| Program Services | $3,446,207 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,307 | TotalAmt |
| Program Services | $344,102 | ProgramServicesAmt |
| Management And General | $55,054 | ManagementAndGeneralAmt |
| Fundraising | $24,151 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,878,143 | TotalAmt |
| Program Services | $3,965,398 | ProgramServicesAmt |
| Management And General | $634,440 | ManagementAndGeneralAmt |
| Fundraising | $278,305 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,360 | TotalAmt |
| Program Services | $319,803 | ProgramServicesAmt |
| Management And General | $73,178 | ManagementAndGeneralAmt |
| Fundraising | $22,379 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,852 | TotalAmt |
| Program Services | $349,877 | ProgramServicesAmt |
| Management And General | $79,490 | ManagementAndGeneralAmt |
| Fundraising | $24,485 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,916 | TotalAmt |
| Program Services | $338,581 | ProgramServicesAmt |
| Management And General | $75,637 | ManagementAndGeneralAmt |
| Fundraising | $23,698 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,151 | TotalAmt |
| Program Services | $3,185 | ProgramServicesAmt |
| Management And General | $457 | ManagementAndGeneralAmt |
| Fundraising | $509 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,290 | TotalAmt |
| Program Services | $36,289 | ProgramServicesAmt |
| Management And General | $5,201 | ManagementAndGeneralAmt |
| Fundraising | $5,800 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,403 | TotalAmt |
| Management And General | $7,403 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,100 | TotalAmt |
| Program Services | $340,022 | ProgramServicesAmt |
| Management And General | $48,735 | ManagementAndGeneralAmt |
| Fundraising | $54,343 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,096 | TotalAmt |
| Program Services | $27,096 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,143 | TotalAmt |
| Program Services | $59,783 | ProgramServicesAmt |
| Management And General | $9,579 | ManagementAndGeneralAmt |
| Fundraising | $4,781 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,304 | TotalAmt |
| Program Services | $122,978 | ProgramServicesAmt |
| Management And General | $13,559 | ManagementAndGeneralAmt |
| Fundraising | $6,767 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,420 | TotalAmt |
| Program Services | $7,420 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $937,561 | TotalAmt |
| Program Services | $782,817 | ProgramServicesAmt |
| Management And General | $95,859 | ManagementAndGeneralAmt |
| Fundraising | $58,885 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,980 | TotalAmt |
| Program Services | $35,582 | ProgramServicesAmt |
| Management And General | $4,358 | ManagementAndGeneralAmt |
| Fundraising | $40 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,165 | TotalAmt |
| Program Services | $127,327 | ProgramServicesAmt |
| Management And General | $2,838 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $853 | TotalAmt |
| Management And General | $853 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,898 | TotalAmt |
| Program Services | $82,316 | ProgramServicesAmt |
| Management And General | $21,140 | ManagementAndGeneralAmt |
| Fundraising | $6,442 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,684 | TotalAmt |
| Program Services | $9,169 | ProgramServicesAmt |
| Management And General | $1,011 | ManagementAndGeneralAmt |
| Fundraising | $504 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUBSCRIPTIONS | $49,483 | $33,040 | $15,807 | $636 |
| PAYROLL PROCESSING FEES | $39,461 | $33,864 | $3,734 | $1,863 |
| STAFF DEV. & EVENTS | $37,387 | $20,826 | $16,561 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,164,164 | TotalAmt |
| Program Services | $10,485,682 | ProgramServicesAmt |
| Management And General | $1,164,894 | ManagementAndGeneralAmt |
| Fundraising | $513,588 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,128,688 | BOYAmt |
| EOY | $8,113,277 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,555 | BOYAmt |
| EOY | $10,768 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,425,744 | BOYAmt |
| EOY | $5,539,583 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,780 | BOYAmt |
| EOY | $31,925 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,639 | BOYAmt |
| EOY | $88,861 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,364,352 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $980,609 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,203 | BOYAmt |
| EOY | $383,743 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $996,679 | BOYAmt |
| EOY | $845,391 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,435 | BOYAmt |
| EOY | $3,616,656 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,510,723 | BOYAmt |
| EOY | $18,630,204 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $828,165 | BOYAmt |
| EOY | $661,414 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $682,729 | BOYAmt |
| EOY | $4,148,920 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,510,894 | BOYAmt |
| EOY | $4,810,334 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,325,171 | BOYAmt |
| EOY | $3,606,732 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,674,658 | BOYAmt |
| EOY | $10,213,138 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,999,829 | BOYAmt |
| EOY | $13,819,870 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,510,723 | BOYAmt |
| EOY | $18,630,204 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,040,288 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$139,671 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,677,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,278,524 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,626,793 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,234,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,981,595 | CurrentTaxYearAmt |
| Total | $53,799,215 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,677,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,278,524 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,626,793 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,234,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,981,595 | CurrentTaxYearAmt |
| Total | $53,799,215 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,866,866 | SubstantialContributorsTotAmt |
| Public Support Total170 | $40,932,349 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $174,386 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $174,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $737,422 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $213,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $134,502 | CurrentTaxYearAmt |
| Total | $1,434,331 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $9,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $499 | CurrentTaxYearAmt |
| Total | $9,595 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $55,243,141 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $674,628 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $351,275 | OtherCostOrOtherBasisAmt |
| Depreciation | $220,079 | DepreciationAmt |
| Book Value | $131,196 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $436,920 | OtherCostOrOtherBasisAmt |
| Depreciation | $329,883 | DepreciationAmt |
| Book Value | $107,037 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $576,157 | OtherCostOrOtherBasisAmt |
| Depreciation | $430,647 | DepreciationAmt |
| Book Value | $145,510 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $383,743 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $139,671 |
| RIGHT OF USE ASSET- OPERATING LEASE | $3,423,042 |
| RIGHT OF USE ASSET- FINANCE LEASE | $53,943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,616,656 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FINANCE LEASE LIABILITY | $54,310 |
| OPERATING LEASE LIABILITY | $3,975,253 |
| DUE TO EPI ACTION | $119,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,148,920 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,976,802 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$139,671 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$139,671 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,116,473 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $7,403 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $7,403 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,123,876 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,156,761 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,156,761 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $7,403 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $7,403 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,164,164 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR THE YEAR ENDED DECEMBER 31, 2022, THE INSTITUTE HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (53 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ALABAMA ARISE | |||||||||
| 400 S UNION ST SUITE 340 | MONTGOMERY | AL | 36104 | 631186365 | 501(C)(3) | $110,000 | $0 | EDUCATIONAL RESEARCH | |
| ARKANSAS ADVOCATES FOR CHILDREN AND FAMILIES | |||||||||
| 1400 WEST MARKHAM STREET STE 306 | LITTLE ROCK | AR | 72201 | 710492205 | 501(C)(3) | $110,000 | $0 | EDUCATIONAL RESEARCH | |
| ARKANSAS PUBLIC POLICY PANEL | |||||||||
| 1308 WEST 2ND STREET | LITTLE ROCK | AR | 72201 | 710467088 | 501(C)(3) | $54,140 | $0 | EDUCATIONAL RESEARCH | |
| BATON ROUGE SPONSORING COMMITTEETOGETHER BATON ROUGE | |||||||||
| 2019 GOVERNMENT STREET | BATON ROUGE | LA | 70806 | 800581861 | 501(C)(3) | $25,000 | $0 | EDUCATIONAL RESEARCH | |
| BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM | |||||||||
| 21 N PARK ST SUITE 6401 | MADISON | WI | 53715 | 371625640 | GOV'T | $75,000 | $0 | EDUCATIONAL RESEARCH | |
| CENTER FOR PUBLIC POLICY PRIORITIES | |||||||||
| 7020 EASY WIND DRIVE SUITE 200 | AUSTIN | TX | 78752 | 742898197 | 501(C)(3) | $100,000 | $0 | EDUCATIONAL RESEARCH | |
| CENTER FOR WORK EDUCATION AND EMPLOYMENT | |||||||||
| 1175 OSAGE STREET SUITE 300 | DENVER | CO | 80204 | 742202303 | 501(C)(3) | $15,000 | $0 | EDUCATIONAL RESEARCH | |
| CENTER FOR WORKER JUSTICE OF EASTERN IOWA | |||||||||
| 1556 SOUTH 1ST AVENUE STE C | IOWA CITY | IA | 52240 | 461235166 | 501(C)(3) | $87,500 | $0 | EDUCATIONAL RESEARCH | |
| CENTRAL OHIO WORKERS CENTER | |||||||||
| 2800 SOUTH HIGH STREET | COLUMBUS | OH | 43207 | 465622456 | 501(C)(3) | $82,500 | $0 | EDUCATIONAL RESEARCH | |
| CINCINNATI INTERFAITH WORKERS CENTER | |||||||||
| 215 EAST 14TH STREET | CINCINNATI | OH | 45202 | 743215224 | 501(C)(3) | $40,000 | $0 | EDUCATIONAL RESEARCH | |
| COLORADO CENTER ON LAW AND POLICY | |||||||||
| 789 SHERMAN STREET SUITE 300 | DENVER | CO | 80203 | 841264154 | 501(C)(3) | $22,500 | $0 | EDUCATIONAL RESEARCH | |
| COLORADO FISCAL INSTITUTE | |||||||||
| 1905 SHERMAN STREET SUITE 225 | DENVER | CO | 80203 | 461281109 | 501(C)(3) | $202,500 | $0 | EDUCATIONAL RESEARCH | |
| COMMON GOOD IOWA | |||||||||
| 505 5TH AVENUE SUITE 404 | DES MOINES | IA | 50309 | 861518320 | 501(C)(3) | $87,500 | $0 | EDUCATIONAL RESEARCH | |
| DC FISCAL POLICY INSTITUTE INC | |||||||||
| 1275 FIRST STREET NORTHEAST STE | WASHINGTON | DC | 20002 | 832103918 | 501(C)(3) | $150,000 | $0 | EDUCATIONAL RESEARCH | 1200 |
| DEEP CENTER INCORPORATED | |||||||||
| PO BOX 5582 | SAVANNAH | GA | 31414 | 261706426 | 501(C)(3) | $34,140 | $0 | EDUCATIONAL RESEARCH | |
| ECONOMIC OPPORTUNITY INSTITUTE | |||||||||
| 603 STEWART STREET STE 715 | SEATTLE | WA | 98101 | 911999302 | 501(C)(3) | $52,470 | $0 | EDUCATIONAL RESEARCH | |
| FLORIDA POLICY INSTITUTE | |||||||||
| 1001 N ORANGE AVE | ORLANDO | FL | 32801 | 472759708 | 501(C)(3) | $100,000 | $0 | EDUCATIONAL RESEARCH | |
| GEORGIA BUDGET & POLICY INSTITUTE | |||||||||
| 50 HURT PLAZA SE SUITE 720 | ATLANTA | GA | 30303 | 550860376 | 501(C)(3) | $49,140 | $0 | EDUCATIONAL RESEARCH | |
| GREATER BIRMINGHAM MINISTRIES | |||||||||
| 2304 12TH AVENUE NORTH | BIRMINGHAM | AL | 35234 | 630577439 | 501(C)(3) | $20,000 | $0 | EDUCATIONAL RESEARCH | |
| INDIANA UNIVERSITY | |||||||||
| DEPT 78867 POBOX 78000 | DETROIT | MI | 482780867 | 356001673 | 501(C)(3) | $10,000 | $0 | EDUCATIONAL RESEARCH | |
| JOBS WITH JUSTICE SAN FRANCISCO | |||||||||
| 2212 41ST AVE | OAKLAND | CA | 94601 | 463971162 | 501(C)(3) | $26,250 | $0 | EDUCATIONAL RESEARCH | |
| KANSAS ACTION FOR CHILDREN | |||||||||
| 709 S KANSAS AVE STE 200 | TOPEKA | KS | 66603 | 480879502 | 501(C)(3) | $15,000 | $0 | EDUCATIONAL RESEARCH | |
| KENTUCKY CENTER FOR ECONOMIC POLICY | |||||||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | 844979582 | 501(C)(3) | $34,140 | $0 | EDUCATIONAL RESEARCH | |
| KIDS FORWARD | |||||||||
| 122 W WASHINGTON AVE SUITE 620 | MADISON | WI | 53703 | 390806301 | 501(C)(3) | $162,500 | $0 | EDUCATIONAL RESEARCH | |
| LOS ANGELES ALLIANCE FOR A NEW ECONOMY | |||||||||
| 464 LUCAS AVE SUITE 202 | LOS ANGELES | CA | 90017 | 954459427 | 501(C)(3) | $75,000 | $0 | EDUCATIONAL RESEARCH | |
| LIVABLESTREETS ALLIANCE | |||||||||
| 70 PACIFIC STREET | CAMBRIDGE | MA | 02139 | 300331222 | 501(C)(3) | $26,250 | $0 | EDUCATIONAL RESEARCH | |
| LOUISIANA BUDGET PROJECT | |||||||||
| 619 JEFFERSON HIGHWAY SUITE 1-D | BATON ROUGE | LA | 70896 | 463872778 | 501(C)(3) | $27,500 | $0 | EDUCATIONAL RESEARCH | |
| MAINE CENTER FOR ECONOMIC POLICY | |||||||||
| ONE WESTON COURT SUITE 103 | AUGUSTA | ME | 04332 | 223317572 | 501(C)(3) | $81,000 | $0 | EDUCATIONAL RESEARCH | |
| MAINE COMMUNITY INTEGRATION | |||||||||
| 11 LISBON STREET SUITE 104/105 | LEWISTON | ME | 04240 | 475318322 | 501(C)(3) | $17,000 | $0 | EDUCATIONAL RESEARCH | |
| MAINE PEOPLE'S RESOURCE CENTER | |||||||||
| 565 CONGRESS STREET SUITE 200 | PORTLAND | ME | 04101 | 222586108 | 501(C)(3) | $17,000 | $0 | EDUCATIONAL RESEARCH | |
| MARYLAND CENTER ON ECONOMIC POLICY | |||||||||
| 1800 N CHARLES STREET SUITE 310 | BALTIMORE | MD | 21201 | 900999151 | 501(C)(3) | $26,250 | $0 | EDUCATIONAL RESEARCH | |
| MASHWORKERS | |||||||||
| 1110 N OLD WORLD 3RD ST SUITE 304 | MILWAUKEE | WI | 53203 | 823928942 | 501(C)(4) | $87,458 | $0 | EDUCATIONAL RESEARCH | |
| MASSACHUSETTS BUDGET & POLICY CENTER | |||||||||
| 1 STATE STREET SUITE 1250 | BOSTON | MA | 02109 | 042967537 | 501(C)(3) | $26,250 | $0 | EDUCATIONAL RESEARCH | |
| METRO ORGANIZATION FOR RACIAL & ECONOMIC EQUALITY | |||||||||
| 3151 OLIVE STREET | KANSAS CITY | MO | 64109 | 202470054 | 501(C)(3) | $20,000 | $0 | EDUCATIONAL RESEARCH | |
| MICHIGAN LEAGUE FOR PUBLIC POLICY | |||||||||
| 1223 TURNER STREET SUITE G1 | LANSING | MI | 489064369 | 381360557 | 501(C)(3) | $30,000 | $0 | EDUCATIONAL RESEARCH | |
| MISSISSIPPI NAACP | |||||||||
| 1072 JR LYNCH STREET SUITE 10 | JACKSON | MS | 39203 | 646025998 | 501(C)(3) | $34,140 | $0 | EDUCATIONAL RESEARCH | |
| MISSOURI BUDGET PROJECT | |||||||||
| ONE CAMPBELL PLAZA SUITE 101 BLDG A | SAINT LOUIS | MO | 63139 | 260062334 | 501(C)(3) | $94,502 | $0 | EDUCATIONAL RESEARCH | |
| MISSOURI JOBS WITH JUSTICE | |||||||||
| 2725 CLIFTON AVE | SAINT LOUIS | MO | 631392712 | 431864844 | 501(C)(3) | $162,998 | $0 | EDUCATIONAL RESEARCH | |
| NATIONAL DOMESTIC WORKERS ALLIANCE INC | |||||||||
| 45 BROADWAY SUITE 320 | NEW YORK | NY | 10006 | 352420942 | 501(C)(3) | $20,000 | $0 | EDUCATIONAL RESEARCH | |
| NE OHIO WORKERS CENTER | |||||||||
| 125 EAST BROAD STREET FOURTH FLOOR | COLUMBUS | OH | 43215 | 341921881 | 501(C)(3) | $35,000 | $0 | EDUCATIONAL RESEARCH | |
| NEO PHILANTHROPY INC | |||||||||
| 45 W 36TH ST 6TH FLOOR | NEW YORK | NY | 10018 | 133191113 | 501(C)(3) | $75,000 | $0 | EDUCATIONAL RESEARCH | |
| NORTH CAROLINA JUSTICE CENTER | |||||||||
| 224 SOUTH DAWSON STREET | RALEIGH | NC | 27601 | 561348186 | 501(C)(3) | $100,000 | $0 | EDUCATIONAL RESEARCH | |
| ONE VOICE INC | |||||||||
| 1072 JR LYNCH STREET SUITE 7 | JACKSON | MS | 39203 | 581979889 | 501(C)(3) | $34,140 | $0 | EDUCATIONAL RESEARCH | |
| OREGON CENTER FOR PUBLIC POLICY | |||||||||
| 6420 S MACADAM AVE SUITE 200 | PORTLAND | OR | 972390127 | 931186075 | 501(C)(3) | $150,000 | $0 | EDUCATIONAL RESEARCH | |
| OUT FOR JUSTICE INC | |||||||||
| 1400 EAST FEDERAL STREET | BALTIMORE | MD | 21213 | 452482209 | 501(C)(3) | $26,250 | $0 | EDUCATIONAL RESEARCH | |
| POLICY MATTERS OHIO | |||||||||
| 3631 PERKINS AVE 4C EAST STE | CLEVELAND | OH | 44114 | 341921881 | 501(C)(3) | $220,000 | $0 | EDUCATIONAL RESEARCH | 4C-EAST |
| SPRING INSTITUTE FOR INTERCULTURAL LEARNING | |||||||||
| 1373 GRANT STREET | DENVER | CO | 80203 | 840788093 | 501(C)(3) | $15,000 | $0 | EDUCATIONAL RESEARCH | |
| THE BAIL PROJECT | |||||||||
| 3107 WASHINGTON BOULEVARD | MARINA DEL REY | CA | 90292 | 814985512 | 501(C)(3) | $34,140 | $0 | EDUCATIONAL RESEARCH | |
| THE COMMONWEALTH INSTITUTE | |||||||||
| 1329 E CARY ST 200 | RICHMOND | VA | 23219 | 271598303 | 501(C)(3) | $87,500 | $0 | EDUCATIONAL RESEARCH | |
| TIDES CENTER | |||||||||
| 1012 TORNEY STREET | SAN FRANCISCO | CA | 94124 | 943213100 | 501(C)(3) | $144,250 | $0 | EDUCATIONAL RESEARCH | |
| UE RESEARCH AND EDUCATION FUND | |||||||||
| 4 SMITHFIELD STREET 9TH FLOOR | PITTSBURGH | PA | 152222226 | 251740134 | 501(C)(3) | $34,140 | $0 | EDUCATIONAL RESEARCH | |
| WEST VIRGINIA CENTER ON BUDGET AND POLICY | |||||||||
| 8 CAPITOL ST FOURTH FLOOR | CHARLESTON | WV | 25301 | 562653132 | 501(C)(3) | $68,280 | $0 | EDUCATIONAL RESEARCH | |
| WORKING PARTNERSHIPS USA | |||||||||
| 2302 ZANKER ROAD | SAN JOSE | CA | 95131 | 770387535 | 501(C)(3) | $26,250 | $0 | EDUCATIONAL RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 52 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT RECIPIENTS WRITE AN ANNUAL REPORT THAT DESCRIBES THEIR ACTIVITIES IN THE PRIOR GRANT YEAR AND INCLUDES A FINANCIAL REPORT. FOR THOSE THAT PERFORM AN ANNUAL AUDIT, A COPY OF THE AUDIT WAS REQUESTED WITH THEIR GRANT APPLICATION. AT THE END OF THE GRANT PERIOD, RECIPIENTS WILL WRITE A FINAL REPORT THAT INCLUDES A COMPREHENSIVE FINANCIAL STATEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEIDI SHIERHOLZ | ||||||||||||||
| PRESIDENT | $200,000 | $0 | $0 | $0 | $0 | $0 | $18,500 | $0 | $10,290 | $0 | $228,790 | $0 | $0 | $0 |
| NAOMI WALKER | ||||||||||||||
| VICE PRESIDENT | $193,358 | $0 | $0 | $0 | $0 | $0 | $17,886 | $0 | $10,667 | $0 | $221,911 | $0 | $0 | $0 |
| ROBERT ECK SCOTT | ||||||||||||||
| DIR TRADE & MAN POLICY RESEARCH | $184,835 | $0 | $0 | $0 | $0 | $0 | $14,170 | $0 | $15,564 | $0 | $214,569 | $0 | $0 | $0 |
| LYLE J BIVENS | ||||||||||||||
| DIR OF RESEARCH | $178,938 | $0 | $0 | $0 | $0 | $0 | $16,552 | $0 | $10,197 | $0 | $205,687 | $0 | $0 | $0 |
| JOHN T SCHMITT | ||||||||||||||
| SNR ECONOMIST AND SENIOR ADVISOR | $172,400 | $0 | $0 | $0 | $0 | $0 | $15,947 | $0 | $14,779 | $0 | $203,126 | $0 | $0 | $0 |
| CELINE MCNICHOLAS | ||||||||||||||
| DIR GOVT AFFAIRS LABOR COUNSEL | $173,195 | $0 | $0 | $0 | $0 | $0 | $16,020 | $0 | $8,026 | $0 | $197,241 | $0 | $0 | $0 |
| JASPER G COX | ||||||||||||||
| DIR OF FINANCE & ADMIN | $164,100 | $0 | $0 | $0 | $0 | $0 | $15,179 | $0 | $15,564 | $0 | $194,843 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE FINANCE AND ADMINISTRATION DIRECTOR. THE FINAL RETURN WAS REVIEWED BY THE FINANCE AND ADMINISTRATION DIRECTOR AND PRESIDENT AND THEN PROVIDED TO THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY REMINDERS ARE DISTRIBUTED ANNUALLY. THE ENTIRE BOARD REVIEWS THE CONFLICT OF INTEREST DISCLOSURE STATEMENTS COMPLETED BY ALL BOARD MEMBERS. DISBURSEMENTS ARE MONITORED AND ALL NEW VENDORS ARE VETTED FOR ANY RELATIONSHIPS. IN DETERMINING A POTENTIAL CONFLICT OF INTEREST, THE INTERESTED PERSON DELIVERS ALL RELEVANT INFORMATION AND RETIRE FROM THE MEETING (BY LEAVING THE ROOM OR VIRTUAL MEETING SPACE). THE BOARD OR COMMITTEE THEN DETERMINES WHETHER OR NOT THE FINANCIAL INTEREST CREATES A CONFLICT OF INTEREST, WHICH MAY MERIT RECUSAL OF THE INTERESTED DIRECTOR FROM CONSIDERATION OF THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION OF PRESIDENT AND ANY OFFICERS BASED ON THE FORM 990 OF OTHER ORGANIZATIONS. THE PROCESS IS DOCUMENTED IN THE BOARD MEETING MINUTES. THE LAST COMPENSATION REVIEW TOOK PLACE OCTOBER 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPI ACTION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 EYE STREET NW SUITE 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201173919 | EIN |
| Primary Activities | LOBBYING TO INFLUENCE ACTION ON SPECIFIC ECONOMIC POLICY ISSUES | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECONOMIC POLICY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPI ACTION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $119,357 | InvolvedAmt |
| Method Of Amount Determination | COST BASIS | MethodOfAmountDeterminationTxt |
Comments