2020-07-28T08:39:04-05:00 2019-12-31 522041603 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2019-01-01 521368964 ECONOMIC POLICY INSTITUTE ECON 2027758810 1225 EYE STREET NW NO 600 WASHINGTON DC 20005 THEA LEE PRESIDENT 2027758810 2020-07-28 1 TRACY M MOREY P01593478 3014246800 73.87.34.109 2020-07-28 07:53:06 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9F9584C384E8628FD087A72C92BC9F938D1B6D05 2019 2020-11-19 02:30:22Z THEA LEE 1225 EYE STREET NW NO 600 WASHINGTON DC 20005 10857028 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. 30 29 54 29 0 0 7677597 10278524 247168 403854 5055 4092 90517 170558 8020337 10857028 0 271000 0 0 4790818 5460732 0 0 460832 1908756 2272091 6699574 8003823 1320763 2853205 5717190 8769969 1201591 1292684 4515599 7477285 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 6314836 270000 338139 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. 400424 1000 RESEARCH AND PROGRAM LEADERSHIP - CENTRAL RESEARCH AND PROGRAM MANAGEMENT TEAM WORKFORCE EXPENSES, AND THEIR ANALYTICAL TOOLS. 179428 65715 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. 32772 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. 32772 6927460 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 1 0 0 0 1 22 0 1 54 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 29 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 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 BARRY BLUESTONE MEMBER 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 JOSE GARZA MEMBER 0.10 X 0 0 0 LEO GERARD EXECUTIVE COMMITTEE MEMBER 0.10 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 MARY KAY HENRY EXECUTIVE COMMITTEE MEMBER 0.10 0.10 X 0 0 0 SUSAN HELPER MEMBER 0.10 X 0 0 0 ROBERT JOHNSON MEMBER 0.10 X 0 0 0 GARY JONES 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 THEA LEE PRESIDENT/EXECUTIVE DIRECTOR 40.00 0.10 X X 179065 2712 42818 JOHN SCHMITT VICE PRESIDENT 40.00 0.10 X 161750 2560 38703 LYLE BIVENS DIRECTOR OF RESEARCH 40.00 0.10 X 153378 2191 36644 HEIDI SHIERHOLZ DIRECTOR OF POLICY / SENIOR ECONOMIST 40.00 0.10 X 150115 6649 36925 ARLENE WILLIAMS DIRECTOR OF DEVELOPMENT AND STRATEGIC PLANNING 40.00 0.10 X 163203 683 38604 KATHLEEN TOWNSEND DIRETOR OF RETIREMENT SECURITY PROJECT 40.00 0.10 X 164988 455 38970 CELINE MCNICHOLAS DIRECTOR OF GOVERNMENT AFFAIRS / LABOR COUNSEL 40.00 0.10 X 150996 2703 36204 ROBERT SCOTT DIRECTOR OF TRADE AND MANUFACTURING POLICY RESEARC 40.00 0.10 X 141751 4485 34446 NAOMI WALKER DIRECTOR OF EARN 40.00 0.10 X 151476 1479 36028 LAWRENCE MISHEL DISTINGUISHED FELLOW 40.00 0.10 X 148699 747 35202 1565421 24664 374544 19 0 1 0 0 10278524 10278524 PROGRAM SERVICE REVENUE 541900 285000 285000 PUBLICATIONS INCOME 511190 61859 61859 CONFERENCE INCOME 812900 53139 53139 HONORARIA 541900 3856 3856 403854 4092 4092 170558 0 170558 170558 170558 10857028 403854 0 174650 271000 271000 1166368 913663 68210 184495 3462990 3092769 235405 134816 604320 513632 60656 30032 227054 198299 26436 2319 1663 1663 30420 30420 334020 290523 41870 1627 126761 88459 15964 22338 70873 59294 6457 5122 902903 749841 87249 65813 107218 103977 726 2515 415680 413903 1651 126 106486 87436 10673 8377 SUBSCRIPTIONS 78361 72717 5107 537 STAFF DEVELOPMENT AND E 48996 23312 23044 2640 COMMUNICATIONS 48710 48635 0 75 8003823 6927460 615531 460832 300 300 2200172 4055152 1803334 3453631 550001 182086 139347 130304 1273663 668318 693713 605345 50982 63810 279341 279341 5717190 8769969 446301 500369 0 55000 755290 737315 1201591 1292684 X 1613845 2164375 2901754 5312910 4515599 7477285 5717190 8769969 X 2853205 12828 95653 X X 0 1 X 1 0 X 6423143 5508298 4611537 7677597 10278524 34499099 6423143 5508298 4611537 7677597 10278524 34499099 8298503 26200596 146143 161841 177961 174386 174650 834981 35334080 779720 0.74150 0.68720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 351275 121682 229593 922388 546636 375752 605345 DEFERRED RENT BENEFIT 710607 CAPITAL LEASE OBLIGATION 26708 737315 X 10869856 12828 12828 10857028 0 10857028 8003823 0 8003823 0 8003823 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 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. 1 REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY 2195 HEARST AVENUE BERKELEY CA 947201101 946002123 501C3 20000 EDUCATIONAL RESEARCH CENTER FOR PUBLIC POLICY PRIORITIES 900 LYDIA STREET AUSTIN TX 78702 742898197 501C3 20000 EARN IN THE SOUTH PARTNERSHIP FUND KENTUCKY COUNCIL OF CHURCHES 1125 RED MILE ROAD LEXINGTON KY 40504 610500820 501C3 20000 EARN IN THE SOUTH PARTNERSHIP FUND BLOCK BUILDERZ PO BOX 481203 TULSA OK 74148 842941699 501C3 20000 EARN IN THE SOUTH PARTNERSHIP FUND MACED 433 CHESTNUT STREET BEREA KY 40403 310900246 501C3 20000 EARN IN THE SOUTH PARTNERSHIP FUND TEXAS ORGANIZING PROJECT EDUCATION FUN 2404 CAROLINE STREET HOUSTON TX 77004 271481855 501C3 20000 EARN IN THE SOUTH PARTNERSHIP FUND NEW VIRGINIA MAJORITY EDUCATION FUND 200 HULL STREET 200 RICHMOND VA 23224 271705920 501C3 20000 EARN IN THE SOUTH PARTNERSHIP FUND OKLAHOMA POLICY INSTITUTE 907 S DETROIT AVE 1005 TULSA OK 74120 331178624 501C3 20000 EARN IN THE SOUTH PARTNERSHIP FUND THE COMMONWEALTH INSTITUTE 1329 EAST CARY STREET 200 RICHMOND VA 23219 271598303 501C3 20000 EARN IN THE SOUTH PARTNERSHIP FUND ALABAMA ARISE PO BOX 1188 MONTGOMERY AL 36101 631186365 501C3 20000 EARN IN THE SOUTH PARTNERSHIP FUND FLORIDA POLICY INSTITUTE 1001 N ORANGE AVE ORLANDO FL 32801 472759708 501C3 20000 EARN IN THE SOUTH PARTNERSHIP FUND ADELANTE ALABAMA WORKERS CENTER 2104 CHAPEL HILL ROAD BIRMINGHAM AL 35216 465635459 501C3 20000 EARN IN THE SOUTH PARTNERSHIP FUND TIDES FOUNDATION PO BOX 29198 SAN FRANCISCO CA 941290198 510198509 501C3 20000 EARN IN THE SOUTH PARTNERSHIP FUND 13 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 DIRECTOR 179065 2712 0 0 0 0 16564 251 25615 388 221244 3351 0 0 JOHN SCHMITT VICE PRESIDENT 161750 2560 0 0 0 0 14962 237 23138 366 199850 3163 0 0 LYLE BIVENS DIRECTOR OF RESEARCH 153378 2191 0 0 0 0 14187 203 21941 313 189506 2707 0 0 HEIDI SHIERHOLZ DIRECTOR OF POLICY / SENIOR ECONOMIS 150115 6649 0 0 0 0 13886 615 21474 951 185475 8215 0 0 ARLENE WILLIAMS DIRECTOR OF DEVELOPMENT AND STRATEGI 163203 683 0 0 0 0 15096 63 23346 98 201645 844 0 0 KATHLEEN TOWNSEND DIRETOR OF RETIREMENT SECURITY PROJE 164988 455 0 0 0 0 15261 42 23602 65 203851 562 0 0 CELINE MCNICHOLAS DIRECTOR OF GOVERNMENT AFFAIRS / LAB 150996 2703 0 0 0 0 13967 250 21600 387 186563 3340 0 0 ROBERT SCOTT DIRECTOR OF TRADE AND MANUFACTURING 141751 4485 0 0 0 0 13112 415 20278 642 175141 5542 0 0 NAOMI WALKER DIRECTOR OF EARN 151476 1479 0 0 0 0 14012 137 21669 212 187157 1828 0 0 LAWRENCE MISHEL DISTINGUISHED FELLOW 148699 747 0 0 0 0 13755 69 21271 107 183725 923 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. 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. EPI POLICY CENTER 1225 EYE STREET NW WASHINGTON DC 20 WASHINGTON DC 20005 201173919 LOBBYING TO INFLUENCE ACTION ON SPECIFIC ECONOMIC POLICY ISSUES DC 501(C)(4) ECONOMIC POLICY INSTITUTE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 EPI POLICY CENTER O 96942 COST BASIS