2021-11-23T12:55:41-06:00 2020-12-31 560574444 CHERRY BEKAERT LLP 6116 EXECUTIVE BLVD STE 600 ROCKVILLE MD 20852 990 2020-01-01 521902264 EMPLOYMENT POLICIES INSTITUTE FOUNDATION EMPL 2024637650 1090 VERMONT AVE NW NO 800 WASHINGTON DC 20005 GERALD G FRANCIS SECRETARY/TREASURER/DIRECTOR 2024637650 2021-11-22 1 GERALD FRANCIS 999009999 AMANDA ADAMS P00748038 3015899000 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z EMPLOYMENT POLICIES INSTITUTE PROTECT MY BALLOT RICHARD BERMAN 1090 VERMONT AVE NW NO 800 WASHINGTON DC 20005 677182 0 X SEE SCHEDULE O X 1994 DC STUDYING PUBLIC POLICY ISSUES SURROUNDING EMPLOYMENT GROWTH WITH SIGNIFICANT FOCUS ON (CONTINUED) ISSUES AFFECTING ENTRY-LEVEL EMPLOYMENT. 8 7 1 0 0 0 1758612 669885 40290 7254 107 43 0 0 1799009 677182 0 5000 0 0 1236214 632616 0 0 14899 331300 172066 1567514 809682 231495 -132500 717050 837595 124979 378024 592071 459571 X EMPLOYMENT POLICIES INSTITUTE FOUNDATION'S MISSION IS TO EDUCATE POLICYMAKERS AND THE GENERAL PUBLIC WITH RESPECT TO THE ECONOMIC AND SOCIAL EFFECTS OF EMPLOYMENT, FINANCIAL, AND GOVERNMENT SPENDING POLICIES, AND TO CONDUCT RESEARCH WITH RESPECT TO (CONTINUED) EMPLOYMENT, FINANCIAL, AND GOVERMENT SPENDING POLICIES AND DISSEMINATE THE RESULTS OF SUCH RESEARCH. 0 0 485737 1155 CONTINUED TO MAINTAIN EPIONLINE.ORG, MINIMUMWAGE.COM, TIPPEDWAGE.COM. AND FACESOF15.COM WEBSITES. RELEASED ECONOMIC IMPACT STUDIES OR COMMENTARY ON THE CONSEQUENCES OF EMPLOYER MANDATES. PROVIDED INFORMATION ABOUT THE ECONOMIC CONSEQUENCES OF EMPLOYER MANDATES TO LEGISLATIVE BODIES/POLICYMAKERS IN SELECTED STATES AND LOCALITIES. PROMOTED EPIF RESEARCH AND MESSAGES BY PRODUCING ADVERTISEMENTS FOR PLACEMENTS IN VARIOUS MEDIA OUTLETS. 116829 0 6099 MAINTAINED THE INTERSTATE POLICY ALLIANCE (IPA), AN EFFORT TO COORDINATE AND PROMOTE THE WORK OF STATE POLICY ORGANIZATIONS. IN 2020, ACTIVITY INCLUDED DEVELOPING OR UPDATING MULTIPLE WEBSITES; THE PRODUCTION OF MULTIPLE VIDEO DOCUMENTARIES; AND VARIOUS OTHER COMMUNICATIONS AND DESIGN-FOCUSED PROJECTS TO ADVANCE THE MISSION OF THE IPA. 102722 5000 0 CONTINUED WORK ON PROJECT TO BETTER UNDERSTAND THE USE OF BALLOT INITIATIVES TO INFLUENCE PUBLIC POLICY. CONTINUED RESEARCH PROJECT ON THE SPENDING ON BALLOT MEASURES IN VARIOUS LOCAL ELECTIONS. 705288 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 8 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AR CT FL GA IL KS KY MA MD MI MN NC ND NH NJ NM OH OK OR PA RI SC TN VA WI X RICHARD BERMAN 2024637650 1090 VERMONT AVENUE NW 800 WASHINGTON DC 20005 RICHARD BERMAN PRESIDENT, EXECUTIVE DIR. 6.25 X X 1725 0 0 GERALD FRANCIS SECRETARY/TREASURER 0.10 X X 500 0 0 PAUL AVERY DIRECTOR 0.08 X 500 0 0 JOHN BERGLUND DIRECTOR 0.08 X 500 0 0 SHANNON FOUST DIRECTOR 0.10 X 500 0 0 WARREN HARDIE DIRECTOR 0.08 X 500 0 0 JAMES LEDLEY DIRECTOR 0.10 X 500 0 0 LUKA LADAN DIRECTOR 0.08 X 500 0 0 5225 0 0 0 0 0 0 RICHARD BERMAN & COMPANY INC 1090 VERMONT AVE NW 800 WASHINGTON DC 20005 MGMT, ADVERTISING, RESEARCH & ACCT FEES 627257 1 669885 669885 EXPENSE REIMBURSEMENTS 900099 7254 7254 7254 43 43 677182 7254 0 43 5000 5000 5225 3500 1725 627257 567634 59623 134 134 25374 18676 595 6103 18500 18500 68524 67901 623 14930 14930 8228 7600 345 283 17066 14390 1546 1130 1380 1380 6056 6056 3658 250 3408 TAXES, LICENSES & FEES 8350 2851 598 4901 809682 705288 89495 14899 307908 75172 233661 682423 173633 80000 1848 0 0 0 0 0 717050 837595 124979 378024 124979 378024 X 58194 -125402 533877 584973 592071 459571 717050 837595 -132500 0 X 0 1 X 1 0 X 1989251 1088685 1454324 1758612 669885 6960757 1989251 1088685 1454324 1758612 669885 6960757 2024193 4936564 316 194 176 107 43 836 10 25 35 6961628 65817 0.70910 0.72480 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 10. 2017 AMOUNT: $ 25. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 809682 809682 146452 36613 0 0 258668 259529 228376 146452 893025 1339538 22382 11278 33660 64667 64882 57094 36613 223256 334884 22382 11278 33660 0 X 767238 90056 90056 677182 0 677182 899738 90056 90056 809682 0 809682 PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE PROVIDED BY U.S. GAAP ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THAT THE FOUNDATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT DECEMBER 31, 2020. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE FOUNDATION HAD NO UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2020. RICHARD BERMAN AND COMPANY INC PART V 627257 PART V 0 PART IV (B) DESCRIPTION OF RELATIONSHIP: ENTITY IS MORE THAN 35% OWNED BY RICHARD BERMAN, PRESIDENT. PART IV (D) DESCRIPTION OF TRANSACTIONS: SERVICES PROVIDED INCLUDE RESEARCH AND MONITORING/ANALYSIS ON ISSUES IMPORTANT TO THE ORGANIZATION, ADVERTISING, PUBLIC AND MEDIA RELATIONS, PROGRAM MANAGEMENT AND PROMOTION OF INFORMATION TO THE PUBLIC, ACCOUNTING AND FINANCIAL OPERATIONS, LOBBYING, MANAGEMENT, GENERAL AND ADMINISTRATIVE, MEETING PLANNING, AND ADDITIONAL SERVICES AS NEEDED IN MEETING THE OBJECTIVE OF EMPLOYMENT POLICIES INSTITUTE FOUNDATION IN THE FULFILLMENT OF ITS MISSION AND EXEMPT PURPOSES. FORM 990, PART I, ITEM C DBA: THE TIPS COALITION PROTECT MY BALLOT. FORM 990, PAGE 1, ITEM J: WEBSITES INCLUDE THE FOLLOWING: EPIONLINE.ORG, MINIMUMWAGE.COM, TIPPEDWAGE.COM, FACESOF15.COM, POLICYALLIANCE.ORG, BIASEDBERKELEY.COM, ECONTRIVIA.COM, FIGHTFOR15.COM, OURINDUSTRYOURVOICE.COM FORM 990, PART VI, SECTION A, LINE 3 RICHARD BERMAN AND COMPANY, INC. IS THE MANAGEMENT COMPANY FOR THE EMPLOYMENT POLICIES INSTITUTE FOUNDATION. RICHARD BERMAN, PRESIDENT AND EXECUTIVE DIRECTOR OF THE EMPLOYMENT POLICIES INSTITUTE FOUNDATION, WAS COMPENSATED AS PRESIDENT OF RICHARD BERMAN AND COMPANY, INC. DURING 2019. DUE TO THE FOUNDATION'S ESTABLISHED ACCOUNTING AND FINANCIAL INTERNAL CONTROL PROCESSES, WHICH HAVE BEEN APPROVED BY THE INDEPENDENT AUDITING FIRM, THE CONFIDENTIAL COMPENSATION INFORMATION IS UNAVAILABLE TO THE PREPARER AND SIGNING OFFICER. FORM 990, PART VI, SECTION B, LINE 11B EMPLOYMENT POLICIES INSTITUTE FOUNDATION'S FORM 990 WAS REVIEWED BY MANAGEMENT. MEMBERS OF THE GOVERNING BODY AND OUTSIDE LEGAL COUNSEL BOTH RECEIVED AND REVIEWED COPIES OF THIS FORM 990, REDACTED FOR DONOR INFORMATION, PRIOR TO ITS FILING. COMMENTS WERE ADDRESSED BEFORE THE RETURN WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYMENT POLICIES INSTITUTE FOUNDATION REQUIRES THE OFFICERS AND DIRECTORS TO READ AND SIGN THE POLICY AND TO DISCLOSE ANY CONFLICT OF INTEREST THEY MAY HAVE TO THE ENTIRE BOARD. THE BOARD THEN DECIDES WHETHER OR NOT THERE EXISTS A CONFLICT. ANY OFFICERS OR BOARD MEMBERS WITH CONFLICTS ARE RECUSED FROM VOTING UPON ISSUES INVOLVING THEIR PARTICULAR CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 EMPLOYMENT POLICIES INSTITUTE FOUNDATION REQUIRES THAT COMPENSATION FOR THE DIRECTORS AND EMPLOYEES BE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS; PERSONS WITH CONFLICTS OF INTEREST REGARDING THE COMPENSATION ARRANGEMENT AT ISSUE ARE RECUSED. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING ARE DONE WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS IS REVIEWED. FORM 990, PART VI, SECTION C, LINE 19 EMPLOYMENT POLICIES INSTITUTE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION EXCEPT THROUGH THOSE DOCUMENTS FILED WITH ITS FORM 1023 EXEMPTION APPLICATION (COPY AVAILABLE UPON REQUEST AT THE ORGANIZATION'S HEADQUARTERS IN WASHINGTON, DC) AS REQUIRED BY LAW.