EMPLOYMENT POLICIES INSTITUTE FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
EMPLOYMENT POLICIES INSTITUTE FOUNDATION (EIN 52-1902264)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202013219349314036
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2020-11-16T14:25:14-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560574444PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16116 EXECUTIVE BLVD STE 600AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20852ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521902264EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EMPLOYMENT POLICIES INSTITUTE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEMPLBusinessNameControlTxt
Phone2024637650PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11090 VERMONT AVE NW NO 800AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERALD G FRANCISPersonNm
Person TitleSECRETARY/TREASURER/DIRECTORPersonTitleTxt
Phone2024637650PhoneNum
Signature2020-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA ADAMSPreparerPersonNm
PTINP00748038PTIN
Phone3015899000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.30.12.216IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-11IPDt
IP Tm20:31:21IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2E714E3C23332E73948D0414F341D65AE97E6CE4AtSubmissionCreationDeviceId
At Submission Filing Device Id18694F53AD11E15FFCEA276DE93F63B2E746D691AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1EMPLOYMENT POLICIES INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerRICHARD BERMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11090 VERMONT AVE NW NO 800AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,799,010GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressSEE SCHEDULE OWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionSTUDYING PUBLIC POLICY ISSUES SURROUNDING EMPLOYMENT GROWTH WITH SIGNIFICANT FOCUS ON ISSUES THAT AFFECT ENTRY-LEVEL EMPLOYMENT.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,454,324PYContributionsGrantsAmt
CY Contributions Grants$1,758,612CYContributionsGrantsAmt
PY Program Service Revenue$423,102PYProgramServiceRevenueAmt
CY Program Service Revenue$40,291CYProgramServiceRevenueAmt
PY Investment Income$176PYInvestmentIncomeAmt
CY Investment Income$107CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,877,602PYTotalRevenueAmt
CY Total Revenue$1,799,010CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,565,004PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,236,214CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$75,020CYTotalFundraisingExpenseAmt
PY Other Expenses$625,576PYOtherExpensesAmt
CY Other Expenses$331,300CYOtherExpensesAmt
PY Total Expenses$2,190,580PYTotalExpensesAmt
CY Total Expenses$1,567,514CYTotalExpensesAmt
PY Revenues Less Expenses-$312,978PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$231,496CYRevenuesLessExpensesAmt
Total Assets BOY$1,050,956TotalAssetsBOYAmt
Total Assets EOY$717,051TotalAssetsEOYAmt
Total Liabilities BOY$690,381TotalLiabilitiesBOYAmt
Total Liabilities EOY$124,980TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$360,575NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$592,071NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionEMPLOYMENT 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,150,655ExpenseAmt
Grant$0GrantAmt
Revenue$39,354RevenueAmt
DescCONTINUED TO MAINTAIN EPIONLINE.ORG, MINIMUMWAGE.COM, TIPPEDWAGE.COM. AND FACESOF15.COM WEBSITES. RELEASED THREE ECONOMIC IMPACT STUDIES ON THE CONSEQUENCES OF EMPLOYER MANDATES, AND RELEASED A FULL-LENGTH BOOK AND ACCOMPANYING POLICY BRIEF ON THE $15 MINIMUM WAGE FEATURING CONTRIBUTIONS FROM VARIOUS AUTHORS. PRODUCED MORE THAN TWENTY VIDEOS HIGHLIGHTING THE CONSEQUENCES OF A HIGHER MINIMUM WAGE, INCLUDING 19 VIDEOS ON THE IMPACT OF CHANGES IN THE TIPPED WAGE ON TIPPED WORKERS. 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 MULTIPLE MEDIA OUTLETS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$168,882ExpenseAmt
Grant$0GrantAmt
Revenue$937RevenueAmt
DescMAINTAINED THE INTERSTATE POLICY ALLIANCE (IPA), AN EFFORT TO COORDINATE AND PROMOTE THE WORK OF STATE POLICY ORGANIZATIONS. 2019 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$65,530ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescCOMMENCED WORK ON NEW PROJECT TO BETTER UNDERSTAND THE USE OF BALLOT INITIATIVES TO INFLUENCE PUBLIC POLICY. HELD MULTIPLE MEETINGS WITH EXPERTS AND INTERESTED PARTIES, COMMENCED RESEARCH PROJECT TO BETTER UNDERSTAND SPENDING ON BALLOT MEASURES IN THE 2018 ELECTION YEAR.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,385,067TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD BERMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2024637650PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11090 VERMONT AVENUE NW 800AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RICHARD BERMAN
PRESIDENT, EXECUTIVE DIR.16.10Yes (X)Yes (X)$58,950$0$0
GERALD FRANCIS
SECRETARY/TREASURER0.20Yes (X)Yes (X)$500$0$0
PAUL AVERY
DIRECTOR0.10Yes (X)$500$0$0
JOHN BERGLUND
DIRECTOR0.10Yes (X)$500$0$0
SHANNON FOUST
DIRECTOR0.15Yes (X)$500$0$0
WARREN HARDIE
DIRECTOR0.10Yes (X)$500$0$0
JAMES LEDLEY
DIRECTOR0.15Yes (X)$500$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$61,950TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD BERMAN & COMPANY INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11090 VERMONT AVE NW 800AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
ServicesMGMT, ADVERTISING, RESEARCH & ACCT FEESServicesDesc
Compensation$1,169,684CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,758,612AllOtherContributionsAmt
Total Contributions$1,758,612TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RESEARCH GRANT900099$31,701$31,701
EXPENSE REIMBURSEMENTS900099$8,590$8,590
FieldValueIRS element (for citing)
Total Program Service Revenue$40,291TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$107TotalRevenueColumnAmt
Exclusion$107ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,799,010TotalRevenueColumnAmt
Related Or Exempt Func Income$40,291RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$107ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$61,950TotalAmt
Management And General$3,000ManagementAndGeneralAmt
Fundraising$58,950FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,169,684TotalAmt
Program Services$1,090,857ProgramServicesAmt
Management And General$78,827ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,580TotalAmt
Fundraising$4,580FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$20,132TotalAmt
Program Services$13,497ProgramServicesAmt
Management And General$405ManagementAndGeneralAmt
Fundraising$6,230FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,215TotalAmt
Management And General$20,215ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$118,416TotalAmt
Program Services$117,432ProgramServicesAmt
Fundraising$984FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$51,533TotalAmt
Program Services$51,533ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$34,828TotalAmt
Program Services$34,393ProgramServicesAmt
Management And General$138ManagementAndGeneralAmt
Fundraising$297FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$13,346TotalAmt
Program Services$12,392ProgramServicesAmt
Management And General$954ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$425TotalAmt
Management And General$425ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$44,941TotalAmt
Program Services$44,941ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$14,530TotalAmt
Program Services$14,530ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,832TotalAmt
Program Services$424ProgramServicesAmt
Management And General$3,408ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescTAXES, LICENSES & FEESDesc
Total$9,102TotalAmt
Program Services$5,068ProgramServicesAmt
Management And General$55ManagementAndGeneralAmt
Fundraising$3,979FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,567,514TotalAmt
Program Services$1,385,067ProgramServicesAmt
Management And General$107,427ManagementAndGeneralAmt
Fundraising$75,020FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$337,986BOYAmt
EOY$307,909EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$575,752BOYAmt
EOY$233,661EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$137,218BOYAmt
EOY$173,633EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,848EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$818LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$818LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,050,956BOYAmt
EOY$717,051EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$404,811BOYAmt
EOY$124,980EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$285,570BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$690,381BOYAmt
EOY$124,980EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$177,121BOYAmt
EOY$58,578EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$183,454BOYAmt
EOY$533,493EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$360,575BOYAmt
EOY$592,071EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,050,956BOYAmt
EOY$717,051EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$231,496ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,836,996CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,989,251CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,088,685CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,454,324CurrentTaxYearMinus1YearAmt
Current Tax Year$1,758,612CurrentTaxYearAmt
Total$8,127,868TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,836,996CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,989,251CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,088,685CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,454,324CurrentTaxYearMinus1YearAmt
Current Tax Year$1,758,612CurrentTaxYearAmt
Total$8,127,868TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,235,772SubstantialContributorsTotAmt
Public Support Total170$5,892,096PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$277CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$316CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$194CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$176CurrentTaxYearMinus1YearAmt
Current Tax Year$107CurrentTaxYearAmt
Total$1,070TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25CurrentTaxYearMinus2YearsAmt
Total$35TotalAmt
FieldValueIRS element (for citing)
Total Support$8,128,973TotalSupportAmt
Gross Receipts Rltd Activities$163,234GrossReceiptsRltdActivitiesAmt
Public Support CY1700.72480PublicSupportCY170Pct
Public Support PY1700.68430PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS INCOME - 2016 AMOUNT: $ 10. 2017 AMOUNT: $ 25.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$11,278FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$11,278FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,556,236FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,567,514FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$228,376FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$57,094FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$259,080CurrentYearMinus3Amt
Current Year Minus2$258,668CurrentYearMinus2Amt
Current Year Minus1$259,529CurrentYearMinus1Amt
Current Year$228,376CurrentYearAmt
Total$1,005,653TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,508,480LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$12,909CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$22,382CurrentYearMinus1Amt
Current Year$11,278CurrentYearAmt
Total$46,569TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$64,770CurrentYearMinus3Amt
Current Year Minus2$64,667CurrentYearMinus2Amt
Current Year Minus1$64,882CurrentYearMinus1Amt
Current Year$57,094CurrentYearAmt
Total$251,413TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$377,120GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$22,382CurrentYearMinus1Amt
Current Year$11,278CurrentYearAmt
Total$33,660TotalAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$818OtherCostOrOtherBasisAmt
Depreciation$818DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,800,084TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$1,074DonatedServicesAndUseFcltsAmt
Revenue Not Reported$1,074RevenueNotReportedAmt
Revenue Subtotal$1,799,010RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,799,010TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,568,588TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,074DonatedServicesUseFcltsAmt
Expenses Not Reported$1,074ExpensesNotReportedAmt
Expenses Subtotal$1,567,514ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,567,514TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationMANAGEMENT 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, 2019. 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, 2019.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD BERMAN AND COMPANY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionPART VRelationshipDescriptionTxt
Transaction$1,169,684TransactionAmt
TransactionPART VTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, ITEM CDBA: THE TIPS COALITION
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 3RICHARD 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 11BEMPLOYMENT 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 12CEMPLOYMENT 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 15EMPLOYMENT 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. DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS IS REVIEWED.
FORM 990, PART VI, SECTION C, LINE 19EMPLOYMENT 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.

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