2019-11-12T08:34:17-06:00 2018-12-31 522041603 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2018-01-01 521368964 ECONOMIC POLICY INSTITUTE ECON 2027758810 1225 EYE STREET NW NO 600 WASHINGTON DC 20005 THEA LEE PRESIDENT 2027758810 2019-11-08 1 TRACY M MOREY P01593478 3014246800 67.133.225.66 2019-11-08 08:31:52 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9F9584C384E8628FD087A72C92BC9F938D1B6D05 2018 2020-03-31 21:24:44Z THEA LEE 1225 EYE STREET NW NO 600 WASHINGTON DC 20005 8127832 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 47 0 0 26826 4611537 7677597 42612 247168 5324 5055 172637 90517 4832110 8020337 30000 0 0 0 4524792 4790818 0 0 469664 1947594 1908756 6502386 6699574 -1670276 1320763 4364682 5717190 1165396 1201591 3199286 4515599 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 5166275 34602 RESEARCH AND POLICY PROJECTS - EPI'S AREAS OF RESEARCH INCLUDE THE FOLLOWING: EDUCATION; FEDERAL BUDGET, DEFICITS, AND TAX POLICY; HEALTH; IMMIGRATION; JOBS, WAGES, AND LIVING STANDARDS; MACROECONOMIC PERFORMANCE; PUBLIC INVESTMENT; RACE, ETHNICITY, AND THE ECONOMY; REGULATORY POLICY; RETIREMENT; AND TRADE AND GLOBALIZATION. 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. 592736 RESEARCH AND PROGRAM LEADERSHIP - CENTRAL RESEARCH AND PROGRAM MANAGEMENT TEAM WORKFORCE EXPENSES, AND THEIR ANALYTICAL TOOLS. 303139 212566 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. 36154 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. 36154 6098304 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 24 0 1 47 1 1 1 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 SEAMUS WELSH 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 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 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 ALEXIS HERMAN MEMBER 0.10 X 0 0 0 SUSAN HELPER MEMBER 0.10 X 0 0 0 ROBERT JOHNSON MEMBER 0.10 X 0 0 0 ROBERT KUTTNER EXECUTIVE COMMITTEE MEMBER 0.10 0.10 X 0 0 0 WILMA LIEBMAN MEMBER 0.10 X 0 0 0 THEA LEE EXECUTIVE DIRECTOR 40.00 0.10 X X 188775 1907 10723 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 PEDRO NOGUERA MEMBER 0.10 X 0 0 0 MANUEL PASTOR MEMBER 0.10 X 0 0 0 THOMAS PEREZ MEMBER 0.10 X 0 0 0 ALEJANDRO RUELAS 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 ROGER SMITH MEMBER 0.10 X 0 0 0 DENNIS WILLIAMS MEMBER 0.10 X 0 0 0 RANDI WEINGARTEN EXECUTIVE COMMITTEE MEMBER 0.10 0.10 X 0 0 0 JOHN SCHMITT VICE PRESIDENT 40.00 0.10 X 165691 3381 24500 JOHN COOK DIRECTOR OF FINANCE AND ADMINISTRATION 40.00 0.10 X 116388 1176 16415 LYLE BIVENS RESEARCH AND POLICY DIRECTOR 40.00 0.10 X 152724 3117 30880 HEIDI SHIERHOLZ DIRECTOR OF POLICY 40.00 0.10 X 148953 7840 21955 ARLENE WILLIAMS DIRECTOR OF DEVELOPMENT 40.00 X 163847 0 10400 KATHLEEN TOWNSEND DIRECTOR OF RETIREMENT SECURITY PROJECT 40.00 X 165762 0 0 LAWRENCE MISHEL DISTINGUISHED FELLOW 40.00 0.10 X 145120 1466 27780 ROBERT SCOTT DIRECTOR OF TRADE AND MANUFACTURING 40.00 0.10 X 140180 2861 30005 CELINE MCNICHOLAS DIRECTOR OF LAW AND LABOR POLICY 40.00 0.10 X 122139 13571 0 JOHN ZIPPERER ECONOMIST 40.00 X 118596 0 17625 1628175 35319 190283 18 0 1 0 0 160450 7517147 55390 7677597 PUBLICATIONS INCOME 511190 212566 212566 CONFERENCE INCOME 812900 34602 34602 247168 5055 5055 169331 0 169331 169331 169331 28681 160450 107495 -78814 -78814 8020337 247168 0 95572 1048776 852010 33356 163410 2912103 2769339 12381 130383 245724 226292 5397 14035 280863 255293 2720 22850 303352 275481 5668 22203 814 814 25920 25920 135824 126631 1485 7708 78474 70830 1254 6390 51001 50587 68 346 862735 773675 14732 74328 52002 49345 115 2542 172357 162988 5513 3856 108924 97531 2023 9370 4821 4405 416 RESEARCHERS & CONSULTAN 316684 311387 4482 815 BOOKS, DATA, SUBSCRIPTI 69410 59500 9910 TRAINING 9884 9797 87 PROVISION FOR INCOME TA 7929 7929 11977 3213 7749 1015 6699574 6098304 131606 469664 300 300 1945333 2200172 917500 1803334 265943 550001 167470 139347 1255544 561831 788795 693713 50982 279341 279341 4364682 5717190 415556 446301 749840 755290 1165396 1201591 X 1444154 1613845 1755132 2901754 3199286 4515599 4364682 5717190 1320763 -4450 0 X 0 1 X 0 0 X 6120525 6423143 5508298 4611537 7677597 30341100 6120525 6423143 5508298 4611537 7677597 30341100 8976518 21364582 90045 146143 161841 177961 174386 750376 31091476 383776 0.68720 0.69920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 351275 88883 262392 904269 472948 431321 693713 DEFERRED RENT BENEFIT 717933 CAPITAL LEASE OBLIGATION 37357 755290 X 8020337 0 8020337 0 8020337 6699574 0 6699574 0 6699574 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, 2018 AND 2017, 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. FUNDRAISING GALA 189131 160450 28681 71171 36324 189131 160450 28681 71171 36324 107495 -78814 X X 0 0 0 0 0 0 0 0 0 THEA LEE EXECUTIVE DIRECTOR 188775 1907 0 0 0 0 9865 0 858 0 199498 1907 0 0 JOHN SCHMITT VICE PRESIDENT 165691 3381 0 0 0 0 24500 0 0 0 190191 3381 0 0 LYLE BIVENS RESEARCH AND POLICY DIRECTOR 152724 3117 0 0 0 0 18500 0 12380 0 183604 3117 0 0 HEIDI SHIERHOLZ DIRECTOR OF POLICY 148953 7840 0 0 0 0 18500 0 3455 0 170908 7840 0 0 ARLENE WILLIAMS DIRECTOR OF DEVELOPMENT 163847 0 0 0 0 0 10400 0 0 0 174247 0 0 0 KATHLEEN TOWNSEND DIRECTOR OF RETIREMENT SECURITY PROJ 165762 0 0 0 0 0 0 0 0 0 165762 0 0 0 LAWRENCE MISHEL DISTINGUISHED FELLOW 145120 1466 0 0 0 0 24500 0 3280 0 172900 1466 0 0 ROBERT SCOTT DIRECTOR OF TRADE AND MANUFACTURING 140180 2861 0 0 0 0 24500 0 5505 0 170185 2861 0 0 X 339 55390 STOCK PRICE 0 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 FINANCE COMMITTEE AND BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY REMINDERS ARE DISTRIBUTED ANNUALLY. THE ENTIRE BOARD REVIEWS CONFLICT OF INTEREST DISCLOSURE STATEMENTS COMPLETED BY ALL BOARD MEMBERS. DISBURSEMENTS ARE MONITORED AND ALL NEW VENDORS ARE VETTED FOR ANY RELATIONSHIPS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE OF BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION OF PRESIDENT AND ANY OFFICERS BASED ON FORM 990 OF OTHER ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. EPI POLICY CENTER 1225 EYE STREET NW 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 0 1 0 0 0 0 EPI POLICY CENTER O 127681 COST BASIS