2016-11-15T07:34:57-06:00 2015-12-31 522041603 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2015-01-01 521368964 ECONOMIC POLICY INSTITUTE ECON 2027758810 1225 EYE STREET NW NO 600 WASHINGTON DC 20005 ROSS EISENBREY VICE PRESIDENT 2027758810 2016-11-14 1 TRACY M MOREY P01593478 3014246800 2015 2017-02-10 21:41:12Z X ROSS EISENBREY 1225 EYE STREET NW NO 600 WASHINGTON DC 20005 6596530 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 43 0 0 0 6120525 6423143 7910 27244 2129 5344 87916 140799 6218480 6596530 46300 0 0 0 3886501 3791824 0 0 422129 1612960 1759167 5545761 5550991 672719 1045539 4357850 5337148 408709 342468 3949141 4994680 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 4219982 21747 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. 413945 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. 297344 5497 PUBLIC EDUCATION - COMMUNICATION OF EPI'S RESEARCH FINDINGS AND POLICY RECOMMENDATIONS THROUGH A BROAD RANGE OF CHANNELS INCLUDING PUBLICATIONS, MEDIA, PUBLIC EVENTS, WEBSITES AND ONLINE FORUMS IN ORDER TO INCREASE PUBLIC AWARENESS OF THE INSTITUTE, ITS SCHOLARS AND ITS RESEARCH AND TO INFLUENCE THE PUBLIC DEBATE ON THE INSTITUTE'S PRIORITY ISSUES, DESIGNING AND DEVELOPING COMMUNICATIONS STRATEGIES AND SPECIFIC PRODUCTS TO FURTHER THOSE GOALS. 4931271 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 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 1 0 0 0 1 33 0 1 43 1 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 JOHN COOK 2027758810 1225 EYE STREET NW SUITE 600 WASHINGTON DC 20005 LAWRENCE MISHEL PRESIDENT 40.00 X X 201496 0 19654 JULIANNE MALVEAUX SECRETARY/TREASURER 0.10 X X 0 0 0 RICHARD L TRUMKA CHAIRMAN 0.10 X X 0 0 0 R THOMAS BUFFENBARGER DIRECTOR 0.10 X 0 0 0 LARRY COHEN DIRECTOR 0.10 X 0 0 0 ERNESTO J CORTES JR DIRECTOR 0.10 X 0 0 0 LEO W GERARD DIRECTOR 0.10 X 0 0 0 JACOB S HACKER DIRECTOR 0.10 X 0 0 0 TERESA GHILARDUCCI DIRECTOR 0.10 X 0 0 0 MARY KAY HENRY DIRECTOR 0.10 X 0 0 0 ALEXIS HERMAN DIRECTOR 0.10 X 0 0 0 ROBERT JOHNSON DIRECTOR 0.10 X 0 0 0 ROBERT KUTTNER DIRECTOR (EMERITUS) 0.10 X 0 0 0 DEBRA NESS DIRECTOR 0.10 X 0 0 0 PEDRO NOGUERA DIRECTOR 0.10 X 0 0 0 MANUEL PASTOR DIRECTOR 0.10 X 0 0 0 RANDI WEINGARTEN DIRECTOR 0.10 X 0 0 0 REP KEITH ELLISON DIRECTOR 0.10 X 0 0 0 WILMA LIEBMAN DIRECTOR 0.10 X 0 0 0 JEFF FAUX DIRECTOR 0.10 X 0 0 0 GARY BASS DIRECTOR 0.10 X 0 0 0 LEE SAUNDERS DIRECTOR 0.10 X 0 0 0 HECTOR R CORDERO-GUZMAN DIRECTOR 0.10 X 0 0 0 MAYA ROCKEYMORE DIRECTOR 0.10 X 0 0 0 ALEJANDRO RUELAS DIRECTOR 0.10 X 0 0 0 LILY ESKELSEN GARCIA DIRECTOR 0.10 X 0 0 0 ANTHONY PERRONE DIRECTOR 0.10 X 0 0 0 DENNIS WILLIAMS DIRECTOR 0.10 X 0 0 0 LISA LYNCH DIRECTOR 0.10 X 0 0 0 ROGER SMITH DIRECTOR 0.10 X 0 0 0 ROSS EISENBREY VICE PRESIDENT 40.00 X 135109 0 26000 ARLENE E WILLIAMS DIRECTOR OF DEVELOPMENT AND STRATEGIC PLANNING 40.00 X 153886 0 25645 LYLE J BIVENS RESEARCH AND POLICY DIRECTOR 40.00 X 147719 0 22086 ELIZABETH JEROME DIRECTOR OF COMMUNICATIONS 40.00 X 123144 0 19557 ROBERT SCOTT DIRECTOR OF TRADE AND MANUFACTURING POLICY RESEARC 40.00 X 125899 0 25391 MONIQUE M MORRISSEY ECONOMIST 40.00 X 107785 0 18750 JOHN H COOK DIRECTOR OF FINANCE AND ADMINISTRATION 40.00 X 104264 0 19740 1099302 0 176823 8 0 1 0 RICHARD ROTHSTEIN PO BOX 301 SOUTH WELLFLEET MA 02663 RESEARCH CONSULTANT 149356 1 6423143 6423143 CONFERENCE INCOME 812900 21747 21747 PUBLICATIONS INCOME 511190 5497 5497 27244 5344 5344 140799 0 140799 140799 140799 6596530 27244 0 146143 561789 511193 50596 2554174 2293466 12858 247850 225459 202338 1042 22079 233351 210412 1874 21065 217051 195319 4067 17665 1538 732 743 63 42324 42324 49243 43602 1916 3725 54452 33212 21240 879680 783162 27483 69035 64187 61700 64 2423 73184 67125 5746 313 28530 25603 670 2257 5333 5333 RESEARCHERS & CONSULTAN 388072 368731 1341 18000 BOOKS, DATA, SUBSCRIPTI 55068 46187 8881 TELEPHONE AND INTERNET 47098 42839 962 3297 EQUIPMENT RENTAL AND MA 22899 20612 523 1764 47559 25038 18809 3712 5550991 4931271 197591 422129 300 300 2199535 1647590 1990514 3180100 52114 47739 58229 68564 1024102 910588 57158 113514 0 279341 4357850 5337148 264727 310084 143982 32384 408709 342468 X 1163288 1450124 2785853 3544556 3949141 4994680 4357850 5337148 1045539 0 X 0 1 X 1 0 X 5730945 4909077 5490221 6120525 6423143 28673911 5730945 4909077 5490221 6120525 6423143 28673911 8339052 20334859 64113 72152 48424 90045 146143 420877 29094788 165684 0.69890 0.64960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 79716 79716 944386 910588 33798 113514 DEPOSITS 279341 279341 DEFERRED RENT BENEFIT 32384 32384 X 6596530 0 6596530 0 6596530 5550991 0 5550991 0 5550991 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, 2015 AND 2014, 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. X X 0 0 0 0 0 0 0 0 0 LAWRENCE MISHEL PRESIDENT 201496 0 0 0 0 0 18934 0 720 0 221150 0 0 0 ROSS EISENBREY VICE PRESIDENT 135109 0 0 0 0 0 12692 0 13308 0 161109 0 0 0 ARLENE E WILLIAMS DIRECTOR OF DEVELOPMENT AND STRATEGI 153886 0 0 0 0 0 14197 0 11448 0 179531 0 0 0 LYLE J BIVENS RESEARCH AND POLICY DIRECTOR 147719 0 0 0 0 0 14623 0 7463 0 169805 0 0 0 ROBERT SCOTT DIRECTOR OF TRADE AND MANUFACTURING 125899 0 0 0 0 0 12082 0 13309 0 151290 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 EPI POLICY CENTER O 19335 COST BASIS