ECONOMIC POLICY INSTITUTE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ECONOMIC POLICY INSTITUTE (EIN 52-1368964)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-28
- IRS object ID
- 202022109349300202
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-28T08:39:04-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | THEA LEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2027758810 | PhoneNum |
| Signature | 2020-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY M MOREY | PreparerPersonNm |
| PTIN | P01593478 | PTIN |
| Phone | 3014246800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.87.34.109 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-28 | IPDt |
| IP Tm | 07:53:06 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9F9584C384E8628FD087A72C92BC9F938D1B6D05 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THEA LEE | 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 | $10,857,028 | 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 | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,677,597 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,278,524 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $247,168 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $403,854 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,055 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,092 | CYInvestmentIncomeAmt |
| PY Other Revenue | $90,517 | PYOtherRevenueAmt |
| CY Other Revenue | $170,558 | CYOtherRevenueAmt |
| PY Total Revenue | $8,020,337 | PYTotalRevenueAmt |
| CY Total Revenue | $10,857,028 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $271,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,790,818 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,460,732 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $460,832 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,908,756 | PYOtherExpensesAmt |
| CY Other Expenses | $2,272,091 | CYOtherExpensesAmt |
| PY Total Expenses | $6,699,574 | PYTotalExpensesAmt |
| CY Total Expenses | $8,003,823 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,320,763 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,853,205 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,717,190 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,769,969 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,201,591 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,292,684 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,515,599 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,477,285 | 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 | $6,314,836 | ExpenseAmt |
| Grant | $270,000 | GrantAmt |
| Revenue | $338,139 | RevenueAmt |
| Desc | RESEARCH AND POLICY PROJECTS - EPI'S AREAS OF RESEARCH INCLUDE THE FOLLOWING: FISCAL POLICY, LABOR POLICY, MACRO ECONOMICS, LIVING STANDARDS, EDUCATION PROJECT, ECONOMIC ANALYSIS AND RESEARCH NETWORK, IMMIGRATION POLICY, RETIREMENT SECURITY, TRADE POLICY, PROGRAM ON RACE, ETHNICITY & ECONOMY, UNEQUAL POWER, AND THE STATE OF WORKING X. IN ADDITION TO WORK PERFORMED ON THESE PROJECTS, EPI'S EXPERTS PROVIDE TESTIMONIES, SPEECHES AND PRESENTATIONS AND PRODUCE VARIOUS RESOURCES SUCH AS STATE OF WORKING AMERICA PUBLICATIONS; ANALYSIS OF ECONOMIC INDICATORS; INTERACTIVE GRAPHS ON JOBS, UNEMPLOYMENT, AND OVERALL ECONOMIC PERFORMANCE; FAMILY BUDGET CALCULATOR; TOPICAL REPORTS; AND MUCH MORE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $400,424 | ExpenseAmt |
| Grant | $1,000 | GrantAmt |
| Desc | RESEARCH AND PROGRAM LEADERSHIP - CENTRAL RESEARCH AND PROGRAM MANAGEMENT TEAM WORKFORCE EXPENSES, AND THEIR ANALYTICAL TOOLS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $179,428 | ExpenseAmt |
| Revenue | $65,715 | RevenueAmt |
| Desc | COMMUNICATIONS AND PUBLIC OUTREACH - MESSAGE MANAGEMENT AND PRODUCTION THROUGH PRINT, WEB, BROADCAST AND OTHER MEDIA, 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 | $32,772 | ExpenseAmt |
| Desc | POLICY DEVELOPMENT - THE DEVELOPMENT AND DISSEMINATION OF BROADER POLICIES TO TIE TOGETHER RECOMMENDATIONS FROM MULTIPLE SPECIFIC RESEARCH AND POLICY PROJECTS; INCREASING LINKAGES AND ALLIANCES WITH OTHER ORGANIZATIONS AROUND POLICIES TARGETED AT IMPROVING THE ECONOMIC CONDITIONS OF WORKING FAMILIES; MAKING EPI'S WORK MORE ACCESSIBLE AND USEFUL TO OTHER GROUPS; ARTICULATING EPI'S POLICY GOALS; AND BUILDING SUPPORT AND CONSENSUS AROUND THEM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $32,772 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $6,927,460 | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 54 | 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| BARRY BLUESTONE | |||||||||
| MEMBER | 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 | ||||
| JOSE GARZA | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| LEO GERARD | |||||||||
| EXECUTIVE COMMITTEE MEMBER | 0.10 | 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 | ||||
| MARY KAY HENRY | |||||||||
| EXECUTIVE COMMITTEE MEMBER | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN HELPER | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT JOHNSON | |||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | ||||
| GARY JONES | |||||||||
| 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 | |||
| THEA LEE | |||||||||
| PRESIDENT/EXECUTIVE DIRECTOR | 40.00 | 0.10 | Yes (X) | Yes (X) | $179,065 | $2,712 | $42,818 | ||
| JOHN SCHMITT | |||||||||
| VICE PRESIDENT | 40.00 | 0.10 | Yes (X) | $161,750 | $2,560 | $38,703 | |||
| LYLE BIVENS | |||||||||
| DIRECTOR OF RESEARCH | 40.00 | 0.10 | $153,378 | $2,191 | $36,644 | Yes (X) | |||
| HEIDI SHIERHOLZ | |||||||||
| DIRECTOR OF POLICY / SENIOR ECONOMIST | 40.00 | 0.10 | $150,115 | $6,649 | $36,925 | Yes (X) | |||
| ARLENE WILLIAMS | |||||||||
| DIRECTOR OF DEVELOPMENT AND STRATEGIC PLANNING | 40.00 | 0.10 | $163,203 | $683 | $38,604 | Yes (X) | |||
| KATHLEEN TOWNSEND | |||||||||
| DIRETOR OF RETIREMENT SECURITY PROJECT | 40.00 | 0.10 | $164,988 | $455 | $38,970 | Yes (X) | |||
| CELINE MCNICHOLAS | |||||||||
| DIRECTOR OF GOVERNMENT AFFAIRS / LABOR COUNSEL | 40.00 | 0.10 | $150,996 | $2,703 | $36,204 | Yes (X) | |||
| ROBERT SCOTT | |||||||||
| DIRECTOR OF TRADE AND MANUFACTURING POLICY RESEARC | 40.00 | 0.10 | $141,751 | $4,485 | $34,446 | Yes (X) | |||
| NAOMI WALKER | |||||||||
| DIRECTOR OF EARN | 40.00 | 0.10 | $151,476 | $1,479 | $36,028 | Yes (X) | |||
| LAWRENCE MISHEL | |||||||||
| DISTINGUISHED FELLOW | 40.00 | 0.10 | $148,699 | $747 | $35,202 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,565,421 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $24,664 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $374,544 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,278,524 | AllOtherContributionsAmt |
| Total Contributions | $10,278,524 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE REVENUE | 541900 | $285,000 | $285,000 |
| PUBLICATIONS INCOME | 511190 | $61,859 | $61,859 |
| CONFERENCE INCOME | 812900 | $53,139 | $53,139 |
| HONORARIA | 541900 | $3,856 | $3,856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $403,854 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,092 | TotalRevenueColumnAmt |
| Exclusion | $4,092 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $170,558 | 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 | $170,558 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $170,558 | TotalRevenueColumnAmt |
| Exclusion | $170,558 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,857,028 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $403,854 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $174,650 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,000 | TotalAmt |
| Program Services | $271,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,166,368 | TotalAmt |
| Program Services | $913,663 | ProgramServicesAmt |
| Management And General | $68,210 | ManagementAndGeneralAmt |
| Fundraising | $184,495 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,462,990 | TotalAmt |
| Program Services | $3,092,769 | ProgramServicesAmt |
| Management And General | $235,405 | ManagementAndGeneralAmt |
| Fundraising | $134,816 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,320 | TotalAmt |
| Program Services | $513,632 | ProgramServicesAmt |
| Management And General | $60,656 | ManagementAndGeneralAmt |
| Fundraising | $30,032 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,054 | TotalAmt |
| Program Services | $198,299 | ProgramServicesAmt |
| Management And General | $26,436 | ManagementAndGeneralAmt |
| Fundraising | $2,319 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,663 | TotalAmt |
| Management And General | $1,663 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,420 | TotalAmt |
| Management And General | $30,420 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,020 | TotalAmt |
| Program Services | $290,523 | ProgramServicesAmt |
| Management And General | $41,870 | ManagementAndGeneralAmt |
| Fundraising | $1,627 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,761 | TotalAmt |
| Program Services | $88,459 | ProgramServicesAmt |
| Management And General | $15,964 | ManagementAndGeneralAmt |
| Fundraising | $22,338 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,873 | TotalAmt |
| Program Services | $59,294 | ProgramServicesAmt |
| Management And General | $6,457 | ManagementAndGeneralAmt |
| Fundraising | $5,122 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $902,903 | TotalAmt |
| Program Services | $749,841 | ProgramServicesAmt |
| Management And General | $87,249 | ManagementAndGeneralAmt |
| Fundraising | $65,813 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,218 | TotalAmt |
| Program Services | $103,977 | ProgramServicesAmt |
| Management And General | $726 | ManagementAndGeneralAmt |
| Fundraising | $2,515 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,680 | TotalAmt |
| Program Services | $413,903 | ProgramServicesAmt |
| Management And General | $1,651 | ManagementAndGeneralAmt |
| Fundraising | $126 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,486 | TotalAmt |
| Program Services | $87,436 | ProgramServicesAmt |
| Management And General | $10,673 | ManagementAndGeneralAmt |
| Fundraising | $8,377 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUBSCRIPTIONS | $78,361 | $72,717 | $5,107 | $537 |
| STAFF DEVELOPMENT AND E | $48,996 | $23,312 | $23,044 | $2,640 |
| COMMUNICATIONS | $48,710 | $48,635 | $0 | $75 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,003,823 | TotalAmt |
| Program Services | $6,927,460 | ProgramServicesAmt |
| Management And General | $615,531 | ManagementAndGeneralAmt |
| Fundraising | $460,832 | 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 | $2,200,172 | BOYAmt |
| EOY | $4,055,152 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,803,334 | BOYAmt |
| EOY | $3,453,631 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,001 | BOYAmt |
| EOY | $182,086 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,347 | BOYAmt |
| EOY | $130,304 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,273,663 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $668,318 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $693,713 | BOYAmt |
| EOY | $605,345 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,982 | BOYAmt |
| EOY | $63,810 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,341 | BOYAmt |
| EOY | $279,341 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,717,190 | BOYAmt |
| EOY | $8,769,969 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,301 | BOYAmt |
| EOY | $500,369 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $55,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,290 | BOYAmt |
| EOY | $737,315 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,201,591 | BOYAmt |
| EOY | $1,292,684 | 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 | $1,613,845 | BOYAmt |
| EOY | $2,164,375 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,901,754 | BOYAmt |
| EOY | $5,312,910 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,515,599 | BOYAmt |
| EOY | $7,477,285 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,717,190 | BOYAmt |
| EOY | $8,769,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,853,205 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,828 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $95,653 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $6,423,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,508,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,611,537 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,677,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,278,524 | CurrentTaxYearAmt |
| Total | $34,499,099 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,423,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,508,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,611,537 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,677,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,278,524 | CurrentTaxYearAmt |
| Total | $34,499,099 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,298,503 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,200,596 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $146,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $161,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $177,961 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $174,386 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,650 | CurrentTaxYearAmt |
| Total | $834,981 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,334,080 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $779,720 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68720 | 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) |
|---|---|---|
| Investment Cost Or Other Basis | $351,275 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $121,682 | DepreciationAmt |
| Book Value | $229,593 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $922,388 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $546,636 | DepreciationAmt |
| Book Value | $375,752 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $605,345 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT BENEFIT | $710,607 |
| CAPITAL LEASE OBLIGATION | $26,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $737,315 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,869,856 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,828 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $12,828 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,857,028 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,857,028 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,003,823 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,003,823 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,003,823 | 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 YEARS ENDED DECEMBER 31, 2019 AND 2018, 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 (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 2195 HEARST AVENUE | BERKELEY | CA | 947201101 | 946002123 | 501C3 | $20,000 | EDUCATIONAL RESEARCH |
| CENTER FOR PUBLIC POLICY PRIORITIES | |||||||
| 900 LYDIA STREET | AUSTIN | TX | 78702 | 742898197 | 501C3 | $20,000 | EARN IN THE SOUTH PARTNERSHIP FUND |
| KENTUCKY COUNCIL OF CHURCHES | |||||||
| 1125 RED MILE ROAD | LEXINGTON | KY | 40504 | 610500820 | 501C3 | $20,000 | EARN IN THE SOUTH PARTNERSHIP FUND |
| BLOCK BUILDERZ | |||||||
| PO BOX 481203 | TULSA | OK | 74148 | 842941699 | 501C3 | $20,000 | EARN IN THE SOUTH PARTNERSHIP FUND |
| MACED | |||||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | 310900246 | 501C3 | $20,000 | EARN IN THE SOUTH PARTNERSHIP FUND |
| TEXAS ORGANIZING PROJECT EDUCATION FUN | |||||||
| 2404 CAROLINE STREET | HOUSTON | TX | 77004 | 271481855 | 501C3 | $20,000 | EARN IN THE SOUTH PARTNERSHIP FUND |
| NEW VIRGINIA MAJORITY EDUCATION FUND | |||||||
| 200 HULL STREET 200 | RICHMOND | VA | 23224 | 271705920 | 501C3 | $20,000 | EARN IN THE SOUTH PARTNERSHIP FUND |
| OKLAHOMA POLICY INSTITUTE | |||||||
| 907 S DETROIT AVE 1005 | TULSA | OK | 74120 | 331178624 | 501C3 | $20,000 | EARN IN THE SOUTH PARTNERSHIP FUND |
| THE COMMONWEALTH INSTITUTE | |||||||
| 1329 EAST CARY STREET 200 | RICHMOND | VA | 23219 | 271598303 | 501C3 | $20,000 | EARN IN THE SOUTH PARTNERSHIP FUND |
| ALABAMA ARISE | |||||||
| PO BOX 1188 | MONTGOMERY | AL | 36101 | 631186365 | 501C3 | $20,000 | EARN IN THE SOUTH PARTNERSHIP FUND |
| FLORIDA POLICY INSTITUTE | |||||||
| 1001 N ORANGE AVE | ORLANDO | FL | 32801 | 472759708 | 501C3 | $20,000 | EARN IN THE SOUTH PARTNERSHIP FUND |
| ADELANTE ALABAMA WORKERS CENTER | |||||||
| 2104 CHAPEL HILL ROAD | BIRMINGHAM | AL | 35216 | 465635459 | 501C3 | $20,000 | EARN IN THE SOUTH PARTNERSHIP FUND |
| TIDES FOUNDATION | |||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 941290198 | 510198509 | 501C3 | $20,000 | EARN IN THE SOUTH PARTNERSHIP FUND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | 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 (10 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 DIRECTOR | $179,065 | $2,712 | $0 | $0 | $0 | $0 | $16,564 | $251 | $25,615 | $388 | $221,244 | $3,351 | $0 | $0 |
| JOHN SCHMITT | ||||||||||||||
| VICE PRESIDENT | $161,750 | $2,560 | $0 | $0 | $0 | $0 | $14,962 | $237 | $23,138 | $366 | $199,850 | $3,163 | $0 | $0 |
| LYLE BIVENS | ||||||||||||||
| DIRECTOR OF RESEARCH | $153,378 | $2,191 | $0 | $0 | $0 | $0 | $14,187 | $203 | $21,941 | $313 | $189,506 | $2,707 | $0 | $0 |
| HEIDI SHIERHOLZ | ||||||||||||||
| DIRECTOR OF POLICY / SENIOR ECONOMIS | $150,115 | $6,649 | $0 | $0 | $0 | $0 | $13,886 | $615 | $21,474 | $951 | $185,475 | $8,215 | $0 | $0 |
| ARLENE WILLIAMS | ||||||||||||||
| DIRECTOR OF DEVELOPMENT AND STRATEGI | $163,203 | $683 | $0 | $0 | $0 | $0 | $15,096 | $63 | $23,346 | $98 | $201,645 | $844 | $0 | $0 |
| KATHLEEN TOWNSEND | ||||||||||||||
| DIRETOR OF RETIREMENT SECURITY PROJE | $164,988 | $455 | $0 | $0 | $0 | $0 | $15,261 | $42 | $23,602 | $65 | $203,851 | $562 | $0 | $0 |
| CELINE MCNICHOLAS | ||||||||||||||
| DIRECTOR OF GOVERNMENT AFFAIRS / LAB | $150,996 | $2,703 | $0 | $0 | $0 | $0 | $13,967 | $250 | $21,600 | $387 | $186,563 | $3,340 | $0 | $0 |
| ROBERT SCOTT | ||||||||||||||
| DIRECTOR OF TRADE AND MANUFACTURING | $141,751 | $4,485 | $0 | $0 | $0 | $0 | $13,112 | $415 | $20,278 | $642 | $175,141 | $5,542 | $0 | $0 |
| NAOMI WALKER | ||||||||||||||
| DIRECTOR OF EARN | $151,476 | $1,479 | $0 | $0 | $0 | $0 | $14,012 | $137 | $21,669 | $212 | $187,157 | $1,828 | $0 | $0 |
| LAWRENCE MISHEL | ||||||||||||||
| DISTINGUISHED FELLOW | $148,699 | $747 | $0 | $0 | $0 | $0 | $13,755 | $69 | $21,271 | $107 | $183,725 | $923 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 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. |
| FORM 990, PART XI, LINE 9: | ADOPTION OF ACCOUNTING STANDARD 95,653. |
| PART XII LINE 2C | THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
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 WASHINGTON DC 20 | 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 |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECONOMIC POLICY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | 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 | 0 | 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPI POLICY CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionTypeTxt |
| Involved | $96,942 | InvolvedAmt |
| Method Of Amount Determination | COST BASIS | MethodOfAmountDeterminationTxt |
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