2023-10-11T14:36:01-05:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 521368964 ECONOMIC POLICY INSTITUTE ECON 2027758810 1225 EYE STREET NW 600 WASHINGTON DC 20005 HEIDI SHIERHOLZ PRESIDENT 2027758810 2023-10-11 1 HEIDI SHIERHOLZ 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HEIDI SHIERHOLZ 1225 EYE STREET NW 600 WASHINGTON DC 20005 8123876 0 X WWW.EPI.ORG X 1984 DC SEE PART III, LINE 1. 29 28 67 27 0 0 16234706 7981595 1381 4090 -711 0 224060 138191 16459436 8123876 1915881 3446207 0 0 6202312 6608578 0 0 513588 2300130 2109379 10418323 12164164 6041113 -4040288 19510723 18630204 1510894 4810334 17999829 13819870 X 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. 0 0 5236082 3359078 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. 2641604 87129 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. 967542 4090 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. 885008 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. 710645 3190 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. 44801 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. 1640454 3190 10485682 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 34 0 1 67 1 0 0 0 0 0 0 0 0 0 0 0 0 X 29 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ZION YAN 2027758810 1225 EYE STREET NW 600 WASHINGTON DC 20005 HEIDI SHIERHOLZ PRESIDENT 39.70 0.30 X X 200000 0 28790 ELIZABETH H SHULER CHAIR 0.10 0.10 X X 0 0 0 JULIANNE MALVEAUX SECRETARY 0.10 0.10 X X 0 0 0 GARY BASS TREASURER 0.10 0.10 X X 0 0 0 DEBRA NESS MEMBER 0.10 X 0 0 0 MANUEL PASTOR MEMBER 0.10 X 0 0 0 LORI PELLETIER MEMBER 0.10 X 0 0 0 THOMAS PEREZ MEMBER 0.10 X 0 0 0 BECKY PRINGLE MEMBER 0.10 X 0 0 0 LEE SAUNDERS MEMBER 0.10 X 0 0 0 CHRISTOPHER M SHELTON MEMBER 0.10 X 0 0 0 RANDI WEINGARTEN MEMBER 0.10 X 0 0 0 ELISE GOULD MEMBER 0.10 X 0 0 0 JACOB HACKER MEMBER 0.10 X 0 0 0 MARY KAY HENRY MEMBER 0.10 X 0 0 0 ROBERT JOHNSON MEMBER 0.10 X 0 0 0 ROBERT KUTTNER MEMBER 0.10 0.10 X 0 0 0 WILMA LIEBMAN MEMBER 0.10 X 0 0 0 LISA LYNCH MEMBER 0.10 X 0 0 0 ROBERT MARTINEZ JR MEMBER 0.10 X 0 0 0 NINA BANKS MEMBER 0.10 X 0 0 0 TOM CONWAY MEMBER 0.10 X 0 0 0 HECTOR R CORDERO-GUZMAN MEMBER 0.10 X 0 0 0 ERNESTO J CORTES JR MEMBER 0.10 X 0 0 0 RAY CURRY MEMBER 0.10 X 0 0 0 KEITH ELLISON MEMBER 0.10 X 0 0 0 JEFF FAUX MEMBER 0.10 0.10 X 0 0 0 JOSE GARZA MEMBER 0.10 X 0 0 0 TERESA GHILARDUCCI MEMBER 0.10 0.10 X 0 0 0 JASPER G COX DIR OF FINANCE & ADMIN 40.00 X 164100 0 30743 NAOMI WALKER VICE PRESIDENT 40.00 X 193358 0 28553 ROBERT ECK SCOTT DIR TRADE & MAN POLICY RESEARCH 40.00 X 184835 0 29734 LYLE J BIVENS DIR OF RESEARCH 40.00 X 178938 0 26749 CELINE MCNICHOLAS DIR GOVT AFFAIRS LABOR COUNSEL 40.00 X 173195 0 24046 JOHN T SCHMITT SNR ECONOMIST AND SENIOR ADVISOR 40.00 X 172400 0 30726 1266826 0 199341 22 0 1 0 TERRI GERSTEIN 163 PROSPECT PARK WEST APT 1L BROOKLYN NY 11215 PROJECT CONSULTING 120000 1 7981595 7981595 HONORARIA 900099 4090 4090 4090 50499 50499 84003 0 84003 84003 84003 3190 0 3190 3190 OTHER REVENUE 900099 499 499 499 8123876 7280 0 135001 3446207 3446207 423307 344102 55054 24151 4878143 3965398 634440 278305 415360 319803 73178 22379 453852 349877 79490 24485 437916 338581 75637 23698 4151 3185 457 509 47290 36289 5201 5800 7403 7403 443100 340022 48735 54343 27096 27096 74143 59783 9579 4781 143304 122978 13559 6767 7420 7420 937561 782817 95859 58885 39980 35582 4358 40 130165 127327 2838 853 853 109898 82316 21140 6442 10684 9169 1011 504 SUBSCRIPTIONS 49483 33040 15807 636 PAYROLL PROCESSING FEES 39461 33864 3734 1863 STAFF DEV. & EVENTS 37387 20826 16561 12164164 10485682 1164894 513588 9128688 8113277 6555 10768 8425744 5539583 101780 31925 130639 88861 1364352 980609 485203 383743 996679 845391 235435 3616656 19510723 18630204 828165 661414 682729 4148920 1510894 4810334 X 3325171 3606732 14674658 10213138 17999829 13819870 19510723 18630204 -4040288 -139671 0 X 0 1 X 1 0 X 7677597 10278524 11626793 16234706 7981595 53799215 7677597 10278524 11626793 16234706 7981595 53799215 12866866 40932349 174386 174650 737422 213371 134502 1434331 9096 499 9595 55243141 674628 0.74090 0.75590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 351275 220079 131196 436920 329883 107037 576157 430647 145510 383743 SECURITY DEPOSIT 139671 RIGHT OF USE ASSET- OPERATING LEASE 3423042 RIGHT OF USE ASSET- FINANCE LEASE 53943 3616656 FINANCE LEASE LIABILITY 54310 OPERATING LEASE LIABILITY 3975253 DUE TO EPI ACTION 119357 4148920 X 7976802 -139671 -139671 8116473 7403 7403 8123876 12156761 0 12156761 7403 7403 12164164 PART X, LINE 2: 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. 1 ALABAMA ARISE 400 S UNION ST SUITE 340 MONTGOMERY AL 36104 631186365 501(C)(3) 110000 0 EDUCATIONAL RESEARCH ARKANSAS ADVOCATES FOR CHILDREN AND FAMILIES 1400 WEST MARKHAM STREET STE 306 LITTLE ROCK AR 72201 710492205 501(C)(3) 110000 0 EDUCATIONAL RESEARCH ARKANSAS PUBLIC POLICY PANEL 1308 WEST 2ND STREET LITTLE ROCK AR 72201 710467088 501(C)(3) 54140 0 EDUCATIONAL RESEARCH BATON ROUGE SPONSORING COMMITTEETOGETHER BATON ROUGE 2019 GOVERNMENT STREET BATON ROUGE LA 70806 800581861 501(C)(3) 25000 0 EDUCATIONAL RESEARCH BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM 21 N PARK ST SUITE 6401 MADISON WI 53715 371625640 GOV'T 75000 0 EDUCATIONAL RESEARCH CENTER FOR PUBLIC POLICY PRIORITIES 7020 EASY WIND DRIVE SUITE 200 AUSTIN TX 78752 742898197 501(C)(3) 100000 0 EDUCATIONAL RESEARCH CENTER FOR WORK EDUCATION AND EMPLOYMENT 1175 OSAGE STREET SUITE 300 DENVER CO 80204 742202303 501(C)(3) 15000 0 EDUCATIONAL RESEARCH CENTER FOR WORKER JUSTICE OF EASTERN IOWA 1556 SOUTH 1ST AVENUE STE C IOWA CITY IA 52240 461235166 501(C)(3) 87500 0 EDUCATIONAL RESEARCH CENTRAL OHIO WORKERS CENTER 2800 SOUTH HIGH STREET COLUMBUS OH 43207 465622456 501(C)(3) 82500 0 EDUCATIONAL RESEARCH CINCINNATI INTERFAITH WORKERS CENTER 215 EAST 14TH STREET CINCINNATI OH 45202 743215224 501(C)(3) 40000 0 EDUCATIONAL RESEARCH COLORADO CENTER ON LAW AND POLICY 789 SHERMAN STREET SUITE 300 DENVER CO 80203 841264154 501(C)(3) 22500 0 EDUCATIONAL RESEARCH COLORADO FISCAL INSTITUTE 1905 SHERMAN STREET SUITE 225 DENVER CO 80203 461281109 501(C)(3) 202500 0 EDUCATIONAL RESEARCH COMMON GOOD IOWA 505 5TH AVENUE SUITE 404 DES MOINES IA 50309 861518320 501(C)(3) 87500 0 EDUCATIONAL RESEARCH DC FISCAL POLICY INSTITUTE INC 1275 FIRST STREET NORTHEAST STE 1200 WASHINGTON DC 20002 832103918 501(C)(3) 150000 0 EDUCATIONAL RESEARCH DEEP CENTER INCORPORATED PO BOX 5582 SAVANNAH GA 31414 261706426 501(C)(3) 34140 0 EDUCATIONAL RESEARCH ECONOMIC OPPORTUNITY INSTITUTE 603 STEWART STREET STE 715 SEATTLE WA 98101 911999302 501(C)(3) 52470 0 EDUCATIONAL RESEARCH FLORIDA POLICY INSTITUTE 1001 N ORANGE AVE ORLANDO FL 32801 472759708 501(C)(3) 100000 0 EDUCATIONAL RESEARCH GEORGIA BUDGET & POLICY INSTITUTE 50 HURT PLAZA SE SUITE 720 ATLANTA GA 30303 550860376 501(C)(3) 49140 0 EDUCATIONAL RESEARCH GREATER BIRMINGHAM MINISTRIES 2304 12TH AVENUE NORTH BIRMINGHAM AL 35234 630577439 501(C)(3) 20000 0 EDUCATIONAL RESEARCH INDIANA UNIVERSITY DEPT 78867 POBOX 78000 DETROIT MI 482780867 356001673 501(C)(3) 10000 0 EDUCATIONAL RESEARCH JOBS WITH JUSTICE SAN FRANCISCO 2212 41ST AVE OAKLAND CA 94601 463971162 501(C)(3) 26250 0 EDUCATIONAL RESEARCH KANSAS ACTION FOR CHILDREN 709 S KANSAS AVE STE 200 TOPEKA KS 66603 480879502 501(C)(3) 15000 0 EDUCATIONAL RESEARCH KENTUCKY CENTER FOR ECONOMIC POLICY 433 CHESTNUT STREET BEREA KY 40403 844979582 501(C)(3) 34140 0 EDUCATIONAL RESEARCH KIDS FORWARD 122 W WASHINGTON AVE SUITE 620 MADISON WI 53703 390806301 501(C)(3) 162500 0 EDUCATIONAL RESEARCH LOS ANGELES ALLIANCE FOR A NEW ECONOMY 464 LUCAS AVE SUITE 202 LOS ANGELES CA 90017 954459427 501(C)(3) 75000 0 EDUCATIONAL RESEARCH LIVABLESTREETS ALLIANCE 70 PACIFIC STREET CAMBRIDGE MA 02139 300331222 501(C)(3) 26250 0 EDUCATIONAL RESEARCH LOUISIANA BUDGET PROJECT 619 JEFFERSON HIGHWAY SUITE 1-D BATON ROUGE LA 70896 463872778 501(C)(3) 27500 0 EDUCATIONAL RESEARCH MAINE CENTER FOR ECONOMIC POLICY ONE WESTON COURT SUITE 103 AUGUSTA ME 04332 223317572 501(C)(3) 81000 0 EDUCATIONAL RESEARCH MAINE COMMUNITY INTEGRATION 11 LISBON STREET SUITE 104/105 LEWISTON ME 04240 475318322 501(C)(3) 17000 0 EDUCATIONAL RESEARCH MAINE PEOPLE'S RESOURCE CENTER 565 CONGRESS STREET SUITE 200 PORTLAND ME 04101 222586108 501(C)(3) 17000 0 EDUCATIONAL RESEARCH MARYLAND CENTER ON ECONOMIC POLICY 1800 N CHARLES STREET SUITE 310 BALTIMORE MD 21201 900999151 501(C)(3) 26250 0 EDUCATIONAL RESEARCH MASHWORKERS 1110 N OLD WORLD 3RD ST SUITE 304 MILWAUKEE WI 53203 823928942 501(C)(4) 87458 0 EDUCATIONAL RESEARCH MASSACHUSETTS BUDGET & POLICY CENTER 1 STATE STREET SUITE 1250 BOSTON MA 02109 042967537 501(C)(3) 26250 0 EDUCATIONAL RESEARCH METRO ORGANIZATION FOR RACIAL & ECONOMIC EQUALITY 3151 OLIVE STREET KANSAS CITY MO 64109 202470054 501(C)(3) 20000 0 EDUCATIONAL RESEARCH MICHIGAN LEAGUE FOR PUBLIC POLICY 1223 TURNER STREET SUITE G1 LANSING MI 489064369 381360557 501(C)(3) 30000 0 EDUCATIONAL RESEARCH MISSISSIPPI NAACP 1072 JR LYNCH STREET SUITE 10 JACKSON MS 39203 646025998 501(C)(3) 34140 0 EDUCATIONAL RESEARCH MISSOURI BUDGET PROJECT ONE CAMPBELL PLAZA SUITE 101 BLDG A SAINT LOUIS MO 63139 260062334 501(C)(3) 94502 0 EDUCATIONAL RESEARCH MISSOURI JOBS WITH JUSTICE 2725 CLIFTON AVE SAINT LOUIS MO 631392712 431864844 501(C)(3) 162998 0 EDUCATIONAL RESEARCH NATIONAL DOMESTIC WORKERS ALLIANCE INC 45 BROADWAY SUITE 320 NEW YORK NY 10006 352420942 501(C)(3) 20000 0 EDUCATIONAL RESEARCH NE OHIO WORKERS CENTER 125 EAST BROAD STREET FOURTH FLOOR COLUMBUS OH 43215 341921881 501(C)(3) 35000 0 EDUCATIONAL RESEARCH NEO PHILANTHROPY INC 45 W 36TH ST 6TH FLOOR NEW YORK NY 10018 133191113 501(C)(3) 75000 0 EDUCATIONAL RESEARCH NORTH CAROLINA JUSTICE CENTER 224 SOUTH DAWSON STREET RALEIGH NC 27601 561348186 501(C)(3) 100000 0 EDUCATIONAL RESEARCH ONE VOICE INC 1072 JR LYNCH STREET SUITE 7 JACKSON MS 39203 581979889 501(C)(3) 34140 0 EDUCATIONAL RESEARCH OREGON CENTER FOR PUBLIC POLICY 6420 S MACADAM AVE SUITE 200 PORTLAND OR 972390127 931186075 501(C)(3) 150000 0 EDUCATIONAL RESEARCH OUT FOR JUSTICE INC 1400 EAST FEDERAL STREET BALTIMORE MD 21213 452482209 501(C)(3) 26250 0 EDUCATIONAL RESEARCH POLICY MATTERS OHIO 3631 PERKINS AVE 4C EAST STE 4C-EAST CLEVELAND OH 44114 341921881 501(C)(3) 220000 0 EDUCATIONAL RESEARCH SPRING INSTITUTE FOR INTERCULTURAL LEARNING 1373 GRANT STREET DENVER CO 80203 840788093 501(C)(3) 15000 0 EDUCATIONAL RESEARCH THE BAIL PROJECT 3107 WASHINGTON BOULEVARD MARINA DEL REY CA 90292 814985512 501(C)(3) 34140 0 EDUCATIONAL RESEARCH THE COMMONWEALTH INSTITUTE 1329 E CARY ST 200 RICHMOND VA 23219 271598303 501(C)(3) 87500 0 EDUCATIONAL RESEARCH TIDES CENTER 1012 TORNEY STREET SAN FRANCISCO CA 94124 943213100 501(C)(3) 144250 0 EDUCATIONAL RESEARCH UE RESEARCH AND EDUCATION FUND 4 SMITHFIELD STREET 9TH FLOOR PITTSBURGH PA 152222226 251740134 501(C)(3) 34140 0 EDUCATIONAL RESEARCH WEST VIRGINIA CENTER ON BUDGET AND POLICY 8 CAPITOL ST FOURTH FLOOR CHARLESTON WV 25301 562653132 501(C)(3) 68280 0 EDUCATIONAL RESEARCH WORKING PARTNERSHIPS USA 2302 ZANKER ROAD SAN JOSE CA 95131 770387535 501(C)(3) 26250 0 EDUCATIONAL RESEARCH 52 1 PART I, LINE 2: 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. X X 0 0 0 0 0 0 0 0 0 HEIDI SHIERHOLZ PRESIDENT 200000 0 0 0 0 0 18500 0 10290 0 228790 0 0 0 NAOMI WALKER VICE PRESIDENT 193358 0 0 0 0 0 17886 0 10667 0 221911 0 0 0 ROBERT ECK SCOTT DIR TRADE & MAN POLICY RESEARCH 184835 0 0 0 0 0 14170 0 15564 0 214569 0 0 0 LYLE J BIVENS DIR OF RESEARCH 178938 0 0 0 0 0 16552 0 10197 0 205687 0 0 0 JOHN T SCHMITT SNR ECONOMIST AND SENIOR ADVISOR 172400 0 0 0 0 0 15947 0 14779 0 203126 0 0 0 CELINE MCNICHOLAS DIR GOVT AFFAIRS LABOR COUNSEL 173195 0 0 0 0 0 16020 0 8026 0 197241 0 0 0 JASPER G COX DIR OF FINANCE & ADMIN 164100 0 0 0 0 0 15179 0 15564 0 194843 0 0 0 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. EPI ACTION 1225 EYE STREET NW SUITE 600 WASHINGTON DC 20005 201173919 LOBBYING TO INFLUENCE ACTION ON SPECIFIC ECONOMIC POLICY ISSUES DC 501(C)(4) ECONOMIC POLICY INSTITUTE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 EPI ACTION Q 119357 COST BASIS