2021-11-10T15:36:22-06:00 2020-12-31 522041603 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2020-01-01 521368964 ECONOMIC POLICY INSTITUTE ECON 2027758810 1225 EYE STREET NW NO 600 WASHINGTON DC 20005 HEIDI SHIERHOLZ PRESIDENT 2027758810 2021-11-09 1 HEIDI SHIERHOLZ 999009999 TRACY M MOREY P01593478 3014246800 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z HEIDI SHIERHOLZ 1225 EYE STREET NW NO 600 WASHINGTON DC 20005 12377435 0 X WWW.EPI.ORG X 1984 DC 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. 29 28 53 28 0 0 10278524 11626793 403854 13220 4092 0 170558 737422 10857028 12377435 271000 386316 0 0 5460732 5767551 0 0 567829 2272091 1765404 8003823 7919271 2853205 4458164 8769969 13495270 1292684 1550352 7477285 11944918 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 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. 0 0 2656309 0 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. 1074046 302990 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. 969701 13220 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. 1512211 83326 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. 1512211 83326 6212267 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 0 0 0 1 41 0 1 53 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 X JASPER COX 2027758810 1225 EYE STREET NW SUITE 600 WASHINGTON DC 20005 THEA LEE PRESIDENT/EXECUTIVE DIRECT 40.00 0.10 X X 180938 2616 17073 ARLENE WILLIAMS DIRECTOR OF DEVELOPMENT AN 40.00 0.10 X 166578 83 31654 LYLE BIVENS DIRECTOR OF RESEARCH 40.00 0.10 X 154540 1377 41332 JOHN SCHMITT VICE PRESIDENT 40.00 0.10 X 163916 1225 29779 HEIDI SHIERHOLZ DIRECTOR OF POLICY / SENIO 40.00 0.10 X 158300 1626 28686 NAOMI WALKER DIRECTOR OF EARN 40.00 0.10 X 158203 224 28000 ROBERT SCOTT DIRECTOR OF TRADE AND MANU 40.00 0.10 X 142483 9135 33701 CELINE MCNICHOLAS DIRECTOR OF GOVERNMENT AFF 40.00 0.10 X 154552 2806 23041 LAWRENCE MISHEL DISTINGUISHED FELLOW 40.00 0.10 X 151387 76 18820 VALERIE WILSON DIRECTOR OF PREE 40.00 0.10 X 136961 1058 22026 MONIQUE MORRISEY ECONOMIST 40.00 0.10 X 135544 154 23033 RICHARD TRUMKA CHAIRMAN 0.10 0.10 X X 0 0 0 JULIANNE MALVEAUX SECRETARY-TREASURER 0.10 0.10 X X 0 0 0 GARY BASS EXECUTIVE COMMITTEE MEMBER 0.10 0.10 X 0 0 0 NINA BANKS MEMBER 0.10 X 0 0 0 TOM CONWAY EXECUTIVE COMMITTEE MEMBER 0.10 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 KEITH ELLISON MEMBER 0.10 X 0 0 0 JEFF FAUX EXECUTIVE COMMITTEE MEMBER 0.10 0.10 X 0 0 0 LILY ESKELSEN GARCIA MEMBER 0.10 X 0 0 0 RORY GAMBLE MEMBER 0.10 X 0 0 0 JOSE GARZA MEMBER 0.10 X 0 0 0 TERESA GHILARDUCCI EXECUTIVE COMMITTEE MEMBER 0.10 0.10 X 0 0 0 JACOB HACKER MEMBER 0.10 X 0 0 0 SUSAN HELPER MEMBER 0.10 X 0 0 0 MARY KAY HENRY EXECUTIVE COMMITTEE MEMBER 0.10 0.10 X 0 0 0 ROBERT JOHNSON MEMBER 0.10 X 0 0 0 ROBERT KUTTNER EXECUTIVE COMMITTEE 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 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 LEE SAUNDERS EXECUTIVE COMMITTEE MEMBER 0.10 0.10 X 0 0 0 CHRISTOPHER SHELTON MEMBER 0.10 X 0 0 0 RANDI WEINGARTEN EXECUTIVE COMMITTEE MEMBER 0.10 0.10 X 0 0 0 1703402 20380 297145 20 0 1 0 TERRI GERSTEIN 163 PROSPECT PARK WEST APT 1L BROOKLYN NY 11215 PROFESSIONAL CONSULTING 119250 1 946600 10680193 11626793 HONORARIA 541900 10200 10200 PUBLICATIONS INCOME 511190 3020 3020 13220 552883 552883 184539 0 184539 184539 184539 12377435 13220 0 737422 386316 386316 1141860 832789 110854 198217 3648536 2900850 558984 188702 296860 235282 46373 15205 310935 243357 53591 13987 369360 287506 52825 29029 1881 1881 28460 28460 414772 378993 26649 9130 132029 46302 65095 20632 932436 719213 131403 81820 18468 7046 11422 9903 2983 6152 768 3179 3179 108553 83662 15335 9556 SUBSCRIPTIONS 66654 59140 7117 397 COMMUNICATIONS 27478 27478 STAFF DEVELOPMENT AND E 21591 1350 19855 386 7919271 6212267 1139175 567829 300 300 4055152 7651348 3453631 4487224 182086 517037 130304 49055 1294801 776870 605345 517931 63810 73279 279341 199096 8769969 13495270 500369 855679 55000 737315 694673 1292684 1550352 X 2164375 2876688 5312910 9068230 7477285 11944918 8769969 13495270 4458164 9469 0 X 0 1 X 1 0 X 5508298 4611537 7677597 10278524 11626793 39702749 5508298 4611537 7677597 10278524 11626793 39702749 9220891 30481858 161841 177961 174386 174650 737422 1426260 41129009 765696 0.74110 0.74150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 351275 154481 196794 369769 265901 103868 573757 356488 217269 517931 DEFERRED RENT BENEFIT 680902 CAPITAL LEASE OBLIGATION 13771 694673 X 12433798 9469 46894 56363 12377435 0 12377435 7966165 46894 46894 7919271 0 7919271 PART X, LINE 2: 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. 1 THE GREENLINING INSTITUTE 360 14TH STREET 6TH FLOOR OAKLAND CA 94612 943173571 501C3 302989 GENERAL OPERATING SUPPORT BELL POLICY CENTER 303 E 17TH AVENUE SUITE 400 DENVER CO 80203 841550841 501C3 10000 EDUCATIONAL RESEARCH KEYSTONE RESEARCH CENTER 412 N THIRD STREET HARRISBURG PA 17101 251776998 501C3 15000 EDUCATIONAL RESEARCH MAINE CENTER FOR ECONOMIC POLICY PO BOX 437 AUGUSTA ME 04332 223317572 501C3 15000 EDUCATIONAL RESEARCH MICHIGAN LEAGUE FOR PUBLIC POLICY 1223 TURNER ST NO G-1 LANSING MI 48906 381360557 501C3 15000 EDUCATIONAL RESEARCH COLORADO FISCAL INSTITUTE 1905 SHERMAN STREET DENVER CO 80203 461281109 501C3 5000 EDUCATIONAL RESEARCH FRANKLIN EDUCATION FORUM 800 MAINE AVENUE SW NO 400 WASHINGTON DC 20024 463009324 501C3 7826 EDUCATIONAL RESEARCH SADIE COLLECTIVE 6980 MAPLE ST NW WASHINGTON DC 20012 841851485 501C3 5000 EDUCATIONAL RESEARCH 8 0 PART I, LINE 2: ECONOMIC POLICY INSTITUTES RECEIVES REPORTS ON THE USE OF THE FUNDS. X X 0 0 0 0 0 0 0 0 0 THEA LEE PRESIDENT/EXECUTIVE DIRECT 180938 2616 0 0 0 0 16692 241 138 2 197768 2859 0 0 ARLENE WILLIAMS DIRECTOR OF DEVELOPMENT AN 166578 83 0 0 0 0 15354 8 16284 8 198216 99 0 0 LYLE BIVENS DIRECTOR OF RESEARCH 154540 1377 0 0 0 0 15678 140 25289 225 195507 1742 0 0 JOHN SCHMITT VICE PRESIDENT 163916 1225 0 0 0 0 15127 113 14431 108 193474 1446 0 0 HEIDI SHIERHOLZ DIRECTOR OF POLICY / SENIO 158300 1626 0 0 0 0 14914 153 13481 138 186695 1917 0 0 NAOMI WALKER DIRECTOR OF EARN 158203 224 0 0 0 0 14827 21 13133 19 186163 264 0 0 ROBERT SCOTT DIRECTOR OF TRADE AND MANU 142483 9135 0 0 0 0 13358 856 18313 1174 174154 11165 0 0 CELINE MCNICHOLAS DIRECTOR OF GOVERNMENT AFF 154552 2806 0 0 0 0 14288 259 8343 151 177183 3216 0 0 LAWRENCE MISHEL DISTINGUISHED FELLOW 151387 76 0 0 0 0 14207 7 4604 2 170198 85 0 0 VALERIE WILSON DIRECTOR OF PREE 136961 1058 0 0 0 0 13069 101 8788 68 158818 1227 0 0 MONIQUE MORRISEY ECONOMIST 135544 154 0 0 0 0 12518 14 10489 12 158551 180 0 0 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. EPI POLICY CENTER 1225 EYE STREET NW SUITE 600 WASHINGTON DC 20005 201173919 LOBBYING TO INFLUENCE ACTION ON SPECIFIC ECONOMIC POLICY ISSUES DC 501(C)(4) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 EPI POLICY CENTER C 250000 COST BASIS EPI POLICY CENTER Q 84425 COST BASIS EPI POLICY CENTER O 54384 COST BASIS