ECONOMIC POLICY INSTITUTE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ECONOMIC POLICY INSTITUTE (EIN 52-1368964)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202103149349306455
- Schema version
- 2020v4.1
- 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 | 2021-11-10T15:36:22-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522041603 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUIRE LEMKIN COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE SUITE 475 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 NO 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 | 2021-11-09 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY M MOREY | PreparerPersonNm |
| PTIN | P01593478 | PTIN |
| Phone | 3014246800 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 NO 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,377,435 | 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 | 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 DISCUSSIONS ABOUT 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 53 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,278,524 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,626,793 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $403,854 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,220 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,092 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $170,558 | PYOtherRevenueAmt |
| CY Other Revenue | $737,422 | CYOtherRevenueAmt |
| PY Total Revenue | $10,857,028 | PYTotalRevenueAmt |
| CY Total Revenue | $12,377,435 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $271,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $386,316 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,460,732 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,767,551 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $567,829 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,272,091 | PYOtherExpensesAmt |
| CY Other Expenses | $1,765,404 | CYOtherExpensesAmt |
| PY Total Expenses | $8,003,823 | PYTotalExpensesAmt |
| CY Total Expenses | $7,919,271 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,853,205 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,458,164 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,769,969 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,495,270 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,292,684 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,550,352 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,477,285 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,944,918 | 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 DISCUSSIONS ABOUT 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 | $2,656,309 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Desc | RESEARCH - EPI PRODUCES THE HIGHEST QUALITY RESEARCH AND POLICY ANALYSIS TO ADVANCE THE INTEREST OF WORKING FAMILIES. AREAS OF RESEARCH INCLUDE, FISCAL POLICY, LABOR POLICY, MACROECONOMICS, LIVING STANDARDS, IMMIGRATION POLICY, RETIREMENT SECURITY AND TRADE POLICY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,074,046 | ExpenseAmt |
| Grant | $302,990 | GrantAmt |
| Desc | POLICY - EPI RESEARCH AND ADVOCACY BUILD POWER FOR WORKING PEOPLE THROUGH PARTNERSHIPS WITH NATIONAL AND STATE GRASSROOTS ACTIVISTS AND TOGETHER WE WORK TOWARD WIDELY SHARED JUSTICE-ACROSS RACIAL, GENDER AND INCOME LINES. OUR EXPERTS PROVIDE TESTIMONIES, SPEECHES AND PRESENTATIONS AND PRODUCE VARIOUS RESOURCES AND ANALYSIS OF ECONOMIC INDICATORS, INTERACTIVE GRAPHS ON JOBS, UNEMPLOYMENT, AND OVERALL ECONOMIC PERFORMANCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $969,701 | ExpenseAmt |
| Revenue | $13,220 | RevenueAmt |
| Desc | COMMUNICATIONS AND PUBLIC OUTREACH - EFFECTIVELY COMMUNICATES ITS IN-DEPTH RESEARCH IN WAYS THAT CAN BE UNDERSTOOD AND SHARED BY A LAY AUDIENCE. EPI USES PODCAST, VIDEO EXPLAINERS, AND OTHER NEW CONTENT FORMATS TO CONVEY OUR RESEARCH FINDINGS AND TO PRESENT THE BEST POSSIBLE PUBLIC PORTRAYAL OF THE INSTITUTE AND ITS RESEARCH. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,512,211 | ExpenseAmt |
| Grant | $83,326 | GrantAmt |
| Desc | ECONOMIC ANALYSIS AND RESEARCH NETWORK - 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 WOULD CREATE A MORE WORKER CENTERED ECONOMY.PROGRAM ON RACE, ETHNICITY AND THE ECONOMY - EXPLORES AND EXPLAINS HOW RACE, ETHNICITY, AND CLASS INTERSECT TO AFFECT ECONOMIC OUTCOMES IN THE UNITED STATES. THIS IS DONE THROUGH WORKSHOPS, SPEAKER SERIES, OTHER CONVENINGS AND SOCIAL MEDIA.EDUCATION - DOCUMENTS IMPACTS 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,512,211 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $83,326 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $6,212,267 | 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 | 0 | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 53 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASPER COX | 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 SUITE 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 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 |
|---|---|---|---|---|---|---|---|---|---|
| THEA LEE | |||||||||
| PRESIDENT/EXECUTIVE DIRECT | 40.00 | 0.10 | Yes (X) | Yes (X) | $180,938 | $2,616 | $17,073 | ||
| ARLENE WILLIAMS | |||||||||
| DIRECTOR OF DEVELOPMENT AN | 40.00 | 0.10 | $166,578 | $83 | $31,654 | Yes (X) | |||
| LYLE BIVENS | |||||||||
| DIRECTOR OF RESEARCH | 40.00 | 0.10 | $154,540 | $1,377 | $41,332 | Yes (X) | |||
| JOHN SCHMITT | |||||||||
| VICE PRESIDENT | 40.00 | 0.10 | Yes (X) | $163,916 | $1,225 | $29,779 | |||
| HEIDI SHIERHOLZ | |||||||||
| DIRECTOR OF POLICY / SENIO | 40.00 | 0.10 | $158,300 | $1,626 | $28,686 | Yes (X) | |||
| NAOMI WALKER | |||||||||
| DIRECTOR OF EARN | 40.00 | 0.10 | $158,203 | $224 | $28,000 | Yes (X) | |||
| ROBERT SCOTT | |||||||||
| DIRECTOR OF TRADE AND MANU | 40.00 | 0.10 | $142,483 | $9,135 | $33,701 | Yes (X) | |||
| CELINE MCNICHOLAS | |||||||||
| DIRECTOR OF GOVERNMENT AFF | 40.00 | 0.10 | $154,552 | $2,806 | $23,041 | Yes (X) | |||
| LAWRENCE MISHEL | |||||||||
| DISTINGUISHED FELLOW | 40.00 | 0.10 | $151,387 | $76 | $18,820 | Yes (X) | |||
| VALERIE WILSON | |||||||||
| DIRECTOR OF PREE | 40.00 | 0.10 | $136,961 | $1,058 | $22,026 | Yes (X) | |||
| MONIQUE MORRISEY | |||||||||
| ECONOMIST | 40.00 | 0.10 | $135,544 | $154 | $23,033 | Yes (X) | |||
| RICHARD TRUMKA | |||||||||
| CHAIRMAN | 0.10 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JULIANNE MALVEAUX | |||||||||
| SECRETARY-TREASURER | 0.10 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GARY BASS | |||||||||
| EXECUTIVE COMMITTEE MEMBER | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| NINA BANKS | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| TOM CONWAY | |||||||||
| EXECUTIVE COMMITTEE MEMBER | 0.10 | 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 | ||||
| KEITH ELLISON | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| JEFF FAUX | |||||||||
| EXECUTIVE COMMITTEE MEMBER | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| LILY ESKELSEN GARCIA | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| RORY GAMBLE | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| JOSE GARZA | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| TERESA GHILARDUCCI | |||||||||
| EXECUTIVE COMMITTEE MEMBER | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JACOB HACKER | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN HELPER | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| MARY KAY HENRY | |||||||||
| EXECUTIVE COMMITTEE MEMBER | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT JOHNSON | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT KUTTNER | |||||||||
| EXECUTIVE COMMITTEE 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 | ||||
| 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 | ||||
| LEE SAUNDERS | |||||||||
| EXECUTIVE COMMITTEE MEMBER | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER SHELTON | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| RANDI WEINGARTEN | |||||||||
| EXECUTIVE COMMITTEE MEMBER | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,703,402 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $20,380 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $297,145 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRI GERSTEIN | PersonNm |
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 | PROFESSIONAL CONSULTING | ServicesDesc |
| Compensation | $119,250 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $946,600 | GovernmentGrantsAmt |
| All Other Contributions | $10,680,193 | AllOtherContributionsAmt |
| Total Contributions | $11,626,793 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HONORARIA | 541900 | $10,200 | $10,200 |
| PUBLICATIONS INCOME | 511190 | $3,020 | $3,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,220 | TotalProgramServiceRevenueAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $552,883 | TotalRevenueColumnAmt |
| Exclusion | $552,883 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $184,539 | 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 | $184,539 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,539 | TotalRevenueColumnAmt |
| Exclusion | $184,539 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,377,435 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,220 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $737,422 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,316 | TotalAmt |
| Program Services | $386,316 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,141,860 | TotalAmt |
| Program Services | $832,789 | ProgramServicesAmt |
| Management And General | $110,854 | ManagementAndGeneralAmt |
| Fundraising | $198,217 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,648,536 | TotalAmt |
| Program Services | $2,900,850 | ProgramServicesAmt |
| Management And General | $558,984 | ManagementAndGeneralAmt |
| Fundraising | $188,702 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,860 | TotalAmt |
| Program Services | $235,282 | ProgramServicesAmt |
| Management And General | $46,373 | ManagementAndGeneralAmt |
| Fundraising | $15,205 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,935 | TotalAmt |
| Program Services | $243,357 | ProgramServicesAmt |
| Management And General | $53,591 | ManagementAndGeneralAmt |
| Fundraising | $13,987 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,360 | TotalAmt |
| Program Services | $287,506 | ProgramServicesAmt |
| Management And General | $52,825 | ManagementAndGeneralAmt |
| Fundraising | $29,029 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,881 | TotalAmt |
| Management And General | $1,881 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,460 | TotalAmt |
| Management And General | $28,460 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,772 | TotalAmt |
| Program Services | $378,993 | ProgramServicesAmt |
| Management And General | $26,649 | ManagementAndGeneralAmt |
| Fundraising | $9,130 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,029 | TotalAmt |
| Program Services | $46,302 | ProgramServicesAmt |
| Management And General | $65,095 | ManagementAndGeneralAmt |
| Fundraising | $20,632 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $932,436 | TotalAmt |
| Program Services | $719,213 | ProgramServicesAmt |
| Management And General | $131,403 | ManagementAndGeneralAmt |
| Fundraising | $81,820 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,468 | TotalAmt |
| Program Services | $7,046 | ProgramServicesAmt |
| Management And General | $11,422 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,903 | TotalAmt |
| Program Services | $2,983 | ProgramServicesAmt |
| Management And General | $6,152 | ManagementAndGeneralAmt |
| Fundraising | $768 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,179 | TotalAmt |
| Management And General | $3,179 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,553 | TotalAmt |
| Program Services | $83,662 | ProgramServicesAmt |
| Management And General | $15,335 | ManagementAndGeneralAmt |
| Fundraising | $9,556 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUBSCRIPTIONS | $66,654 | $59,140 | $7,117 | $397 |
| COMMUNICATIONS | $27,478 | $27,478 | ||
| STAFF DEVELOPMENT AND E | $21,591 | $1,350 | $19,855 | $386 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,919,271 | TotalAmt |
| Program Services | $6,212,267 | ProgramServicesAmt |
| Management And General | $1,139,175 | ManagementAndGeneralAmt |
| Fundraising | $567,829 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300 | BOYAmt |
| EOY | $300 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,055,152 | BOYAmt |
| EOY | $7,651,348 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,453,631 | BOYAmt |
| EOY | $4,487,224 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,086 | BOYAmt |
| EOY | $517,037 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,304 | BOYAmt |
| EOY | $49,055 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,294,801 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $776,870 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,345 | BOYAmt |
| EOY | $517,931 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,810 | BOYAmt |
| EOY | $73,279 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,341 | BOYAmt |
| EOY | $199,096 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,769,969 | BOYAmt |
| EOY | $13,495,270 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,369 | BOYAmt |
| EOY | $855,679 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $737,315 | BOYAmt |
| EOY | $694,673 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,292,684 | BOYAmt |
| EOY | $1,550,352 | 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 | $2,164,375 | BOYAmt |
| EOY | $2,876,688 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,312,910 | BOYAmt |
| EOY | $9,068,230 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,477,285 | BOYAmt |
| EOY | $11,944,918 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,769,969 | BOYAmt |
| EOY | $13,495,270 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,458,164 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,469 | 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 | $5,508,298 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,611,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,677,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,278,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,626,793 | CurrentTaxYearAmt |
| Total | $39,702,749 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,508,298 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,611,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,677,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,278,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,626,793 | CurrentTaxYearAmt |
| Total | $39,702,749 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,220,891 | SubstantialContributorsTotAmt |
| Public Support Total170 | $30,481,858 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $161,841 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $177,961 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,386 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $174,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $737,422 | CurrentTaxYearAmt |
| Total | $1,426,260 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,129,009 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $765,696 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74150 | 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 | $154,481 | DepreciationAmt |
| Book Value | $196,794 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $369,769 | OtherCostOrOtherBasisAmt |
| Depreciation | $265,901 | DepreciationAmt |
| Book Value | $103,868 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $573,757 | OtherCostOrOtherBasisAmt |
| Depreciation | $356,488 | DepreciationAmt |
| Book Value | $217,269 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $517,931 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT BENEFIT | $680,902 |
| CAPITAL LEASE OBLIGATION | $13,771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $694,673 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,433,798 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,469 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $46,894 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $56,363 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,377,435 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,377,435 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,966,165 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $46,894 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $46,894 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,919,271 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,919,271 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE RECOGNIZES ANY POTENTIAL FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION AS REQUIRED BY THE FASB ACCOUNTING STANDARDS CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE YEAR ENDED DECEMBER 31, 2020, THE INSTITUTE DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS, AND THE FINANCIAL STATEMENTS DO NOT HAVE ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| THE GREENLINING INSTITUTE | |||||||
| 360 14TH STREET 6TH FLOOR | OAKLAND | CA | 94612 | 943173571 | 501C3 | $302,989 | GENERAL OPERATING SUPPORT |
| BELL POLICY CENTER | |||||||
| 303 E 17TH AVENUE SUITE 400 | DENVER | CO | 80203 | 841550841 | 501C3 | $10,000 | EDUCATIONAL RESEARCH |
| KEYSTONE RESEARCH CENTER | |||||||
| 412 N THIRD STREET | HARRISBURG | PA | 17101 | 251776998 | 501C3 | $15,000 | EDUCATIONAL RESEARCH |
| MAINE CENTER FOR ECONOMIC POLICY | |||||||
| PO BOX 437 | AUGUSTA | ME | 04332 | 223317572 | 501C3 | $15,000 | EDUCATIONAL RESEARCH |
| MICHIGAN LEAGUE FOR PUBLIC POLICY | |||||||
| 1223 TURNER ST NO G-1 | LANSING | MI | 48906 | 381360557 | 501C3 | $15,000 | EDUCATIONAL RESEARCH |
| COLORADO FISCAL INSTITUTE | |||||||
| 1905 SHERMAN STREET | DENVER | CO | 80203 | 461281109 | 501C3 | $5,000 | EDUCATIONAL RESEARCH |
| FRANKLIN EDUCATION FORUM | |||||||
| 800 MAINE AVENUE SW NO 400 | WASHINGTON | DC | 20024 | 463009324 | 501C3 | $7,826 | EDUCATIONAL RESEARCH |
| SADIE COLLECTIVE | |||||||
| 6980 MAPLE ST NW | WASHINGTON | DC | 20012 | 841851485 | 501C3 | $5,000 | EDUCATIONAL RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ECONOMIC POLICY INSTITUTES RECEIVES REPORTS ON THE USE OF THE FUNDS. | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THEA LEE | ||||||||||||||
| PRESIDENT/EXECUTIVE DIRECT | $180,938 | $2,616 | $0 | $0 | $0 | $0 | $16,692 | $241 | $138 | $2 | $197,768 | $2,859 | $0 | $0 |
| ARLENE WILLIAMS | ||||||||||||||
| DIRECTOR OF DEVELOPMENT AN | $166,578 | $83 | $0 | $0 | $0 | $0 | $15,354 | $8 | $16,284 | $8 | $198,216 | $99 | $0 | $0 |
| LYLE BIVENS | ||||||||||||||
| DIRECTOR OF RESEARCH | $154,540 | $1,377 | $0 | $0 | $0 | $0 | $15,678 | $140 | $25,289 | $225 | $195,507 | $1,742 | $0 | $0 |
| JOHN SCHMITT | ||||||||||||||
| VICE PRESIDENT | $163,916 | $1,225 | $0 | $0 | $0 | $0 | $15,127 | $113 | $14,431 | $108 | $193,474 | $1,446 | $0 | $0 |
| HEIDI SHIERHOLZ | ||||||||||||||
| DIRECTOR OF POLICY / SENIO | $158,300 | $1,626 | $0 | $0 | $0 | $0 | $14,914 | $153 | $13,481 | $138 | $186,695 | $1,917 | $0 | $0 |
| NAOMI WALKER | ||||||||||||||
| DIRECTOR OF EARN | $158,203 | $224 | $0 | $0 | $0 | $0 | $14,827 | $21 | $13,133 | $19 | $186,163 | $264 | $0 | $0 |
| ROBERT SCOTT | ||||||||||||||
| DIRECTOR OF TRADE AND MANU | $142,483 | $9,135 | $0 | $0 | $0 | $0 | $13,358 | $856 | $18,313 | $1,174 | $174,154 | $11,165 | $0 | $0 |
| CELINE MCNICHOLAS | ||||||||||||||
| DIRECTOR OF GOVERNMENT AFF | $154,552 | $2,806 | $0 | $0 | $0 | $0 | $14,288 | $259 | $8,343 | $151 | $177,183 | $3,216 | $0 | $0 |
| LAWRENCE MISHEL | ||||||||||||||
| DISTINGUISHED FELLOW | $151,387 | $76 | $0 | $0 | $0 | $0 | $14,207 | $7 | $4,604 | $2 | $170,198 | $85 | $0 | $0 |
| VALERIE WILSON | ||||||||||||||
| DIRECTOR OF PREE | $136,961 | $1,058 | $0 | $0 | $0 | $0 | $13,069 | $101 | $8,788 | $68 | $158,818 | $1,227 | $0 | $0 |
| MONIQUE MORRISEY | ||||||||||||||
| ECONOMIST | $135,544 | $154 | $0 | $0 | $0 | $0 | $12,518 | $14 | $10,489 | $12 | $158,551 | $180 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED DURING PREPARATION BY THE FINANCE AND ADMINISTRATION DIRECTOR. FINAL RETURN IS REVIEWED BY THE FINANCE AND ADMINISTRATION DIRECTOR AND PRESIDENT THEN PROVIDED TO THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY REMINDERS ARE DISTRIBUTED ANNUALLY. THE ENTIRE BOARD REVIEWS CONFLICT OF INTEREST DISCLOSURE STATEMENTS COMPLETED BY ALL BOARD MEMBERS. DISBURSEMENTS ARE MONITORED AND ALL NEW VENDORS ARE VETTED FOR ANY RELATIONSHIPS. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE COMMITTEE OF BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION OF PRESIDENT AND ANY OFFICERS BASED ON FORM 990 OF OTHER ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ORGANIZATION MAKES 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 POLICY CENTER | 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 |
| Controlled Organization | 0 | 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 | Yes (1) | 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 (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| EPI POLICY CENTER | ||
| C | $250,000 | COST BASIS |
| EPI POLICY CENTER | ||
| Q | $84,425 | COST BASIS |
| EPI POLICY CENTER | ||
| O | $54,384 | COST BASIS |
Comments