2019-10-22T20:44:46-05:00 2018-12-31 910605875 PETERSON SULLIVAN LLP CPA'S 601 UNION ST STE 2300 SEATTLE WA 981012345 990 2018-01-01 911999302 ECONOMIC OPPORTUNITY INSTITUTE ECON 2066336580 603 STEWART AVE NO 715 SEATTLE WA 98101 JOHN BURBANK EXECUTIVE DIRECTOR 2066336580 2019-10-11 1 RAY HOLMDAHL P00120599 2063827777 2019-10-11 38.100.226.178 2019-10-11 15:04:06 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 ACDA216CD5AE4033D93E9F311ED4A359D56A91BB 2018 2019-02-21 02:37:17Z JOHN BURBANK 603 STEWART AVE NO 715 SEATTLE WA 98101 5795111 0 X WWW.EOIONLINE.ORG X 1998 WA THE ECONOMIC OPPORTUNITY INSTITUTE IS AN INDEPENDENT, NONPARTISAN, NON-PROFIT PUBLIC POLICY CENTER USING RESEARCH, EDUCATION AND ADVOCACY TO SHAPE PUBLIC DEBATE AND ADVANCE NEW POLICY IDEAS THAT HELP BUILD AN ECONOMY THAT WORKS FOR EVERYONE. EOI'S MISSION IS TO RESTORE THE PROMISE OF THE MIDDLE CLASS BY ADVANCING PUBLIC POLICIES THAT PROMOTE EDUCATIONAL OPPORTUNITY, GOOD JOBS, HEALTHY FAMILIES AND WORKPLACES, AND A DIGNIFIED RETIREMENT FOR ALL. 18 18 13 42 0 0 1302637 5738758 54379 17805 6287 10920 -14744 -30799 1348559 5736684 0 0 0 0 526770 729080 0 0 159651 390172 277886 916942 1006966 431617 4729718 1005538 5746551 130953 151611 874585 5594940 X THE ECONOMIC OPPORTUNITY INSTITUTE IS AN INDEPENDENT, NONPARTISAN, NON-PROFIT PUBLIC POLICY CENTER USING RESEARCH, EDUCATION AND ADVOCACY TO SHAPE PUBLIC DEBATE AND ADVANCE NEW POLICY IDEAS THAT HELP BUILD AN ECONOMY THAT WORKS FOR EVERYONE. EOI'S MISSION IS TO RESTORE THE PROMISE OF THE MIDDLE CLASS BY ADVANCING PUBLIC POLICIES THAT PROMOTE EDUCATIONAL OPPORTUNITY, GOOD JOBS, HEALTHY FAMILIES AND WORKPLACES, AND A DIGNIFIED RETIREMENT FOR ALL. 0 0 175573 TAX POLICY/TAX REFORM PUBLICATION OF RESEARCH RELATED TO THE BENEFITS OF TAX POLICY REFORM FOR WORKERS, BUSINESSES AND COMMUNITIES; DISSEMINATION OF SAID RESEARCH VIA PUBLIC FORUMS, MEDIA OUTREACH, AND OTHER VENUES; ADVOCACY FOR SAID POLICIES IN LOCAL AND STATE LEGISLATIVE BODIES. 122138 FAMILY AND MEDICAL LEAVE: PUBLICATION OF RESEARCH RELATED TO THE BENEFITS OF FAMILY AND MEDICAL LEAVE POLICIES FOR WORKERS, BUSINESSES AND COMMUNITIES; DISSEMINATION OF SAID RESEARCH VIA PUBLIC FORUMS, MEDIA OUTREACH, AND OTHER VENUES; ADVOCACY FOR SAID POLICIES IN LOCAL AND STATE LEGISLATIVE BODIES. 61069 STATE ECONOMY: PUBLICATION OF RESEARCH RELATED TO TRENDS IN STATE WAGES, EMPLOYMENT, PRODUCTIVITY, AND IMPACT ON BUSINESSES AND COMMUNITIES; DISSEMINATION OF SAID RESEARCH VIA PUBLIC FORUMS, MEDIA OUTREACH, AND OTHER VENUES; ADVOCACY FOR SAID POLICIES IN LOCAL AND STATE LEGISLATIVE BODIES. 404583 EARLY CHILDHOOD EDUCTION, RETIREMENT SECURITY, ECONOMIC SECURITY, MINIMUM WAGE, SOCIAL SECURITY, HEALTH CARE, HIGHER EDUCATION, PAID SICK LEAVE: PUBLICATION OF RESEARCH RELATED TO THE BENEFITS OF STATED POLICIES FOR WORKERS, BUSINESSES AND COMMUNITIES; DISSEMINATION OF SAID RESEARCH VIA PUBLIC FORUMS, MEDIA OUTREACH, AND OTHER VENUES; ADVOCACY FOR SAID POLICIES IN LOCAL AND STATE LEGISLATIVE BODIES. 404583 763363 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X KATHY RADOSEVIC 2535693001 603 STEWART AVE NO 715 SEATTLE WA 98101 LYNNE DODSON VICE PRESIDENT 1.00 X X 0 0 0 ANDREW GORDON SECRETARY 1.00 X X 0 0 0 NICOLE GRANT BOARD MEMBER 1.00 X 0 0 0 MAKINI HOWELL PRESIDENT 1.00 X X 0 0 0 KAREN KEISER BOARD MEMBER 1.00 X 0 0 0 ELIZABETH WOODY LINDQUIST AT-LARGE EXECUTIVE COMMITT 1.00 X X 0 0 0 MATT LOSCHEN TREASURER 1.00 X X 0 0 0 SANDY RESTREPO BOARD MEMBER 1.00 X 0 0 0 JOHN SIROIS BOARD MEMBER 1.00 X 0 0 0 DAWN TRUDEAU AT-LARGE EXECUTIVE COMMITT 1.00 X X 0 0 0 RAY SUGARMAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL TAMAYO BOARD MEMBER 1.00 X 0 0 0 XIMENA VELAZQUEZ BOARD MEMBER 1.00 X 0 0 0 KATIE WILSON BOARD MEMBER 1.00 X 0 0 0 TARRA SIMMONS BOARD MEMBER 1.00 X 0 0 0 JANELLE JONES BOARD MEMBER 1.00 X 0 0 0 SUTAPA BASU BOARD MEMBER 1.00 X 0 0 0 STAN SORSCHER BOARD MEMBER 1.00 X X 0 0 0 JOHN BURBANK EXECUTIVE DIRECTOR 40.00 X 85000 0 20107 85000 0 20107 0 0 0 0 0 186095 5552663 15438 5738758 CONTRACTS 541900 10000 10000 HONORARIUMS 541900 7105 7105 HONORARIUMS - NEWSPAPE 541900 700 700 17805 5850 5850 10906 5836 5070 5070 5070 19118 186095 52591 -33473 -33473 REIMBURSEMENTS 900099 1412 1412 MISCELLANEOUS 900099 1262 1262 2674 5736684 20479 0 -22553 105108 77276 7967 19865 491612 361441 37259 92912 32405 23825 2456 6124 57899 42568 4388 10943 42056 30921 3187 7948 58309 57280 1029 18799 8234 8401 2164 5148 5148 22289 22229 60 32984 32751 233 22976 18691 949 3336 51232 37681 3856 9695 21618 21168 117 333 11116 9415 279 1422 MISCELLANEOUS 33415 14735 14004 4676 1006966 763363 83952 159651 564506 458558 3029 212544 150000 100000 9855 163411 149691 14980 13720 110479 114418 5000000 1005538 5746551 130953 151611 130953 151611 X -16078 -208355 890663 5803295 874585 5594940 1005538 5746551 4729718 -9363 0 X 1 X 0 0 0 X 1001630 862612 918903 1302637 5738758 9824540 1001630 862612 918903 1302637 5738758 9824540 5393802 4430738 8058 4802 3096 6287 5850 28093 3493 2674 6167 9858800 128260 0.44940 0.76310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REIMBURSEMENTS 3432 1716 5148 1001818 1006966 175697 43924 0 0 156244 132267 162541 175697 626749 940124 69528 19790 19254 5148 113720 39061 33067 40635 43924 156687 235031 42132 5300 12836 3432 63700 0 5000000 5000000 1.00000 0 0 15779 15779 0 137300 123580 13720 10332 10332 0 13720 CASH HELD FOR ENDOWMENT 5000000 C 5000000 PART V, LINE 4: DONOR-IMPOSED REQUIREMENTS REQUIRE THAT THE ORIGINAL GIFT SHALL BE MAINTAINED, AND THE INCOME SHALL BE USED FOR GENERAL OPERATIONS. ANNUAL DINNER 205213 186095 19118 255 23246 23749 1734 3607 205213 186095 19118 255 23246 23749 1734 3607 52591 -33473 FORM 990, PART VI, SECTION A, LINE 8B EXECUTIVE COMMITTEE DOES NOT GENERALLY TAKE ACTION ON BEHALF OF THE GOVERNING BODY, BUT MAKES RECOMMENDATIONS TO THE FULL BOARD AT SUBSEQUENT MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B PDF VERSION OF THE 990 IS EMAILED TO ALL BOARD MEMBERS WITH INSTRUCTIONS TO REVIEW BY A CERTAIN DATE. FORM 990, PART VI, SECTION B, LINE 12C ALL EOI BOARD MEMBERS AND THE EXECUTIVE DIRECTOR REVIEW AND SIGN A QUESTIONNAIRE DESIGNED TO REVEAL POTENTIAL CONFLICTS OF INTEREST. THE MANAGING DIRECTOR (NOT A KEY EMPLOYEE) COLLECTS AND REVIEWS THE FORMS FOR POTENTIAL CONFLICTS, AND BRINGS THEM UP FOR REVIEW BY EXECUTIVE DIRECTOR AND BOARD OFFICERS. THE CONFLICT OF INTEREST POLICY DETAILS HOW THE DETERMINATION OF CONFLICT IS MADE AND THE LEVEL AT WHICH ACTUAL CONFLICTS ARE REVIEWED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW AT THE ORGANIZATION'S OFFICE UPON REQUEST.