2022-06-30T10:47:27-05:00 2021-12-31 910873571 Greenwood Ohlund PS 4241 21st Ave W Suite 400 Seattle WA 98199 990 2021-01-01 911999302 Economic Opportunity Institute ECON 2066336580 603 Stewart Ave Ste 715 Seattle WA 98101 Summer Stinson Executive Director 2066336580 2022-06-30 1 Summer Stinson 999009999 Matt S Smith P01920313 2067821767 2022-06-30 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z Summer Stinson 603 Stewart Ave Ste 715 Seattle WA 98101 1695003 0 X www.opportunityinstitute.org X 1998 WA The Economic Opportunity Institute (EOI) works in concert with grassroots organizations, community coalitions, and elected officials to publish research, encourage debate, and catalyze policy initiatives that make Washington state a better place to live, work, raise a family, and do business. We focus primarily on promoting health care access, high-quality education, modern work-life standards, retirement security, and shared investments in our common future. We recognize that we cannot be successful in building a just economy for all without directly addressing institutional and structural racism, which create devastating economic, educational, and health disparities. By advancing policy that closes racial and economic gaps, EOI pursues a future of shared opportunity and prosperity where every Washingtonian can thrive. 15 15 11 16 0 0 1565429 1054909 0 0 155178 166160 2199 -39572 1722806 1181497 0 22165 0 0 803151 1059076 0 0 229703 249972 348374 1053123 1429615 669683 -248118 9103676 9868334 273578 179707 8830098 9688627 X EOI's mission is to build an economy that works for everyone by promoting educational opportunity, good jobs, healthy families and workplaces, and a dignified retirement for all. 0 0 149781 Family and medical Leave: Publication of research related to the benefits of family and medical leave policies for workers, businesses, and communities; dissemination of said research via public forums, media outreach, and other venues; advocacy for said policies in local and state legislative bodies. 112291 Health Care: Publication of research related to the benefits of health policy reform for workers, businesses and communities; dissemination of said research via public forums, media outreach, and other venues; advocacy for said policies in local and state legislative bodies. 97475 Tax Reform: Publication of research related to benefits of tax policy reform for workers, Businesses, and communities; Dissemination of said research via public forums, media outreach, and other venues; Advocacy for said policies in local and state legislative bodies. 613596 22165 Early childhood education, retirement security, economic security, minimum wage, social security, higher education, paid sick leave, state economy: Publication of research related to the benefits of stated policies for workers, businesses and communities; dissemination of said research through public forums, media outreach, and other venues; advocacy for said policies in local and state legislative bodies. 613596 22165 973143 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 11 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 1 0 X Philip Lloyd 2066336580 603 Stewart Ave Ste 715 Seattle WA 98101 Summer Stinson Executive Director 40.00 X X 72195 0 4837 Ray Sugarman President 1.00 X X 0 0 0 Michael Tamayo Vice President 1.00 X X 0 0 0 Matt Loschen Treasurer 1.00 X X 0 0 0 Andrew Gordon Secretary 1.00 X X 0 0 0 Stan Sorscher At-Large executive committee Member 1.00 X 0 0 0 Dawn Trudeau At-Large executive committee Member 1.00 X 0 0 0 Ximena Velzquez-Arenas Member 1.00 X 0 0 0 Elizabeth Woody Lindquist Member 1.00 X 0 0 0 John Sirois Member 1.00 X 0 0 0 Katie Wilson Member 1.00 X 0 0 0 Tarra Simmons Member 1.00 X 0 0 0 Sutapa Basu Member 1.00 X 0 0 0 Janelle Jones Member 1.00 X 0 0 0 April Sims Member 1.00 X 0 0 0 Gabrielle James Member 1.00 X 0 0 0 John Burbank Executive Director (Former) 40.00 X 41403 0 28413 113598 0 33250 0 0 0 0 0 174095 290000 590814 65137 1054909 106116 106116 526631 466587 60044 60044 60044 6700 174095 46919 -40219 -40219 Miscellaneous 900099 647 647 647 1181497 0 0 126588 22165 22165 146848 111056 12240 23552 743753 532047 70988 140718 37013 35030 1005 978 61606 44070 5880 11656 69856 49972 6667 13217 30071 12791 13897 3383 54362 54362 82566 52825 26741 3000 39895 28539 3808 7548 64178 45287 6913 11978 766 423 158 185 13134 7183 5650 301 Communications 24596 16962 1429 6205 Miscellaneous 22292 4969 15720 1603 Telecommunications 13733 9824 1311 2598 Events 2781 2781 1429615 973143 226769 229703 899492 1034750 1300417 575417 9855 85086 84569 6126 517 6887786 8257650 9103676 9868334 133578 179707 140000 273578 179707 X 55450 485671 8774648 9202956 8830098 9688627 9103676 9868334 -248118 1106647 0 X 1 X 0 0 0 X 1302637 5738758 2144802 1565429 1054909 11806535 1302637 5738758 2144802 1565429 1054909 11806535 6167824 5638711 6287 5850 57314 165453 106116 341020 2674 250 1064 647 4635 12152190 0.46400 0.43510 X Schedule A, Part II, Line 10, Explanation of Other Income: Miscellanous Income Reimbursements RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1751 8785 10536 1419079 1429615 217962 54491 0 0 175697 185447 180312 217962 759418 1139127 5148 1455 9001 10536 26140 43924 46362 45078 54491 189855 284783 3432 1049 1134 1751 7366 6887786 1218445 8106231 5813935 108000 1008860 43009 6887786 5116687 41453 683169 27374 5813935 5113868 3890 1071 5116687 0.00000 0.65200 0.34800 0 0 15779 15779 0 69307 68790 517 517 Part V, Line 4: Donor Imposed requirements require that the original gift shall be maintained, and the income shall be used for general operations in support of the organization's mission. Changemakers Dinner 180795 174095 6700 9855 15131 11500 10433 180795 174095 6700 9855 15131 11500 10433 46919 -40219 1 Lavender Rights Project 1004 Martin Luther King Jr Way Tacoma WA 98405 810969007 501c3 15000 0 Racial and Equity Capacity Building 1 Part I, Line 2: Staff members verify that recipient organizations have 501c3 status under the IRS code, and research each recipient organization's mission statement and program activities to ensure both are compatible with and/or complementary to our own. The Board of Directors also reviews the list of candidate organizations before a decision is made to grant/donate funds. X 2 64115 FMV X Printing of materials for annual event 2044 1022 $.50 Per Card 0 0 0 Form 990, Part VI, Section A, line 8b Executive committee does not generally take action on behalf of the governing body but makes recommendation to the full board at subsequent meetings. Under certain circumstances (as outlined in bylaws), the Executive committee can take action on behalf of the governing body - however, such circumstances are rare, and in all cases the Executive committee contemporaneously documents its meetings. Form 990, Part VI, Section B, line 11b PDF version of the 990 is emailed to all board members with instructions to review by a certain date. Form 990, Part VI, Section B, line 12c All EOI Board members and the Executive Director review and sign a questionnaire designed to reveal potential conflicts of interest. The managing director (not a key employee) collects and reviews the forms for potential conflicts, and brings them up for review by Executive Director and Board officers. The conflict of interest policy details how the determination of conflict is made and the level at which actual conflicts are reviewed. Form 990, Part VI, Section B, line 15 The Board of Directors conducted a salary review which included comparability, cost of living, and other relevant data for all staff positions, including the Executive Director. The process for determining salaries was documented and reviewed by the Executive Committee and the Board; the latter made a final determination and conducted a vote to enact the salary scale. Form 990, Part VI, Section C, line 19 The organization's governing documents and financial statements are available for review at the organization's office upon request.