2014-09-15T15:13:32-05:00 2013-12-31 522041603 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2013-01-01 521368964 ECONOMIC POLICY INSTITUTE ECON 2027758810 1333 H STREET NW STE 300 EAST TOWER WASHINGTON DC 20005 LAWRENCE MISHEL PRESIDENT 2027758810 2014-07-17 1 NANCY JOHNSON P01593478 3014246800 2013 2015-11-30 17:44:51Z LAWRENCE MISHEL 1333 H STREET NW STE 300 EAST TOWER WASHINGTON DC 20005 5587651 0 X WWW.EPI.ORG X 1984 DC TO ACHIEVE SHARED PROSPERITY BY RAISING THE ECONOMIC STATUS OF LOW- AND MIDDLE-INCOME AMERICANS. TO THIS END, WE WORK TO RESHAPE THE WAY POLICY MAKERS THINK ABOUT THE ECONOMY TO PERSUADE THEM TO ADOPT POLICIES THAT ARE GOOD FOR WORKING AMERICANS. 32 29 57 0 0 0 4909077 5490221 31930 49006 8804 6415 63348 42009 5013159 5587651 71720 183080 0 0 4071523 4213362 0 0 541910 1899799 1887348 6043042 6283790 -1029883 -696139 4633354 3974110 660793 697688 3972561 3276422 EDUCATING THE PUBLIC AND POLICY MAKERS ABOUT NEW IDEAS CONCERNED WITH PROMOTING PUBLIC DISCUSSIONS OF ECONOMIC POLICIES WHICH CAN ACHIEVE ECONOMIC OPPORTUNITY FOR THE MIDDLE AND LOWER CLASSES, MINORITIES, AND THE POOR. 0 0 4902944 183080 33816 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. 98661 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. 107499 15190 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. 5109104 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 0 0 0 1 22 0 1 57 1 0 0 0 0 0 0 0 0 0 0 X 32 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 1333 H STREET NW STE 300 WASHINGTON DC 20005 LAWRENCE MISHEL PRESIDENT 40.00 X X 220158 0 21622 ROSS EISENBREY VICE PRESIDENT 40.00 X X 154759 0 20929 JULIANNE MALVEAUX SECRETARY/TREASURER 0.10 X X 0 0 0 RICHARD L TRUMKA CHAIRMAN 0.10 X 0 0 0 BARRY BLUESTONE DIRECTOR 0.10 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 PHAEDRA ELLIS-LAMKINS 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 JOSEPH T HANSEN 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 BOB KING DIRECTOR 0.10 X 0 0 0 ROBERT KUTTNER DIRECTOR 0.10 X 0 0 0 DONNA LENHOFF DIRECTOR 0.10 X 0 0 0 LISA LYNCH DIRECTOR 0.10 X 0 0 0 RAY MARSHALL DIRECTOR 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 ROBERT B REICH 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 ROGER O SMITH DIRECTOR 0.10 X 0 0 0 WILMA LIEBMAN DIRECTOR 0.10 X 0 0 0 JEFF FAUX DISTINGUISHED FELLOW 40.00 X 24274 0 2485 GARY BASS DIRECTOR 0.10 X 0 0 0 LEE SAUNDERS DIRECTOR 0.10 X 0 0 0 LYLE J BIVENS RESEARCH AND POLICY DIRECT 40.00 X 140796 0 20400 ROBERT SCOTT DIRECTOR OF TRADE AND MANU 40.00 X 125973 0 18588 DOUGLAS J HALL DIRECTOR OF EARN 40.00 X 127588 0 18396 ARLENE E WILLIAMS DIRECTOR OF DEVELOPMENT 40.00 X 146210 0 19968 HEIDI SHIERHOLZ ECONOMIST 40.00 X 117090 0 17361 1056848 0 139749 10 0 1 0 RICHARD ROTHSTEIN PO BOX 301 SOUTH WELLFLEET MA 02663 RESEARCH CONSULTANT 149356 1 5490221 5490221 CONFERENCE INCOME 812900 33816 33816 PUBLICATIONS INCOME 511190 15190 15190 49006 6415 6415 42009 0 42009 42009 42009 5587651 49006 0 48424 183080 183080 444227 434121 10106 3035350 2400966 303798 330586 261715 206857 26719 28139 228332 185120 21047 22165 243738 199065 21758 22915 147921 85599 52536 9786 127495 105404 22091 852166 673695 92663 85808 48690 42894 27 5769 101289 92179 7110 2000 95244 75989 9576 9679 5661 5661 RESEARCHERS & CONSULTAN 280129 266372 5507 8250 BOOKS, DATA, SUBSCRIPTI 71648 62267 180 9201 TELEPHONE AND INTERNET 59975 50568 4603 4804 EQUIPMENT RENTAL AND MA 27919 1087 26832 69211 43841 22562 2808 6283790 5109104 632776 541910 302 300 3003459 2092217 1293014 1600894 28564 34131 149670 167357 920207 840996 158345 79211 4633354 3974110 356529 463314 304264 234374 660793 697688 X 1565584 1154946 2406977 2121476 3972561 3276422 4633354 3974110 -696139 0 X X 0 1 X 1 0 X 7726411 6447167 5730945 4909077 5490221 30303821 7726411 6447167 5730945 4909077 5490221 30303821 11699765 18604056 82278 93945 113707 104082 97430 491442 30795263 612174 0.60410 0.57620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 920207 840996 79211 79211 DEFERRED RENT BENEFIT 234374 234374 X 5587651 0 5587651 0 5587651 6283790 0 6283790 0 6283790 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, 2013 AND 2012, 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 CENTER FOR TAX AND BUDGET ACCOUNTABILITY 70 E LAKE STREET SUITE 700 CHICAGO IL 60601 364327041 501(C)(3) 7260 EARN INTERNS/RESEARCH EAST BAY ALLIANCE FOR A SUSTAINABLE ECONOMY 1814 FRANKLIN STREET SUITE 325 OAKLAND CA 94612 943314108 501(C)(3) 7260 EARN INTERNS KEYSTONE RESEARCH CENTER 412 NORTH THIRD STREET HARRISBURG PA 17107 251776998 501(C)(3) 7260 EARN INTERNS FLORIDA INTERNATIONAL UNIVERSITY RISEPUNIVERSITY PARK CAMPUSLC 304 MIAMI FL 33199 550177616 501(C)(3) 7260 EARN INTERNS GEORGIA BUDGET & POLICY INSTITUTE 100 EDGEWOOD AVE 950 ATLANTA GA 30303 550860376 501(C)(3) 7260 EARN INTERNS NORTH CAROLINA JUSTICE CENTER 224 S DAWSON STREET RALEIGH NC 27612 561348186 501(C)(3) 7260 EARN INTERNS PROGRESSIVE MARYLAND EDUC FUND PO BOX 2181 SILVER SPRING MD 20915 030401249 501(C)(3) 7260 EARN INTERNS WORKING PARTNERSHIPS USA 2102 ALMADEN ROAD SUITE 107 SAN JOSE CA 95125 770387535 501(C)(3) 7260 EARN INTERNS NEW ORLEANS WORKERS' CENTER FOR RACIAL JUSTICE 217 NORTH PRIEUR STREET NEW ORLEANS LA 70112 331167415 501(C)(3) 125000 IMMIGRATION RESEARCH 9 0 PART I, LINE 2: AN EPI PROGRAM MANAGER IS IN REGULAR CONTACT WITH THE GRANTEES. MEASURABLE DELIVERABLES ARE TYPICALLY SCHEDULED, GENERATED, AND REVIEWED BY EPI PROGRAM PERSONNEL. X X 0 0 0 0 0 0 0 0 0 LAWRENCE MISHEL PRESIDENT 220158 0 0 0 0 0 20662 0 960 0 241780 0 0 0 ROSS EISENBREY VICE PRESIDENT 154759 0 0 0 0 0 14448 0 6481 0 175688 0 0 0 LYLE J BIVENS RESEARCH AND POLICY DIRECT 140796 0 0 0 0 0 13919 0 6481 0 161196 0 0 0 ARLENE E WILLIAMS DIRECTOR OF DEVELOPMENT 146210 0 0 0 0 0 13487 0 6481 0 166178 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 FORM 990, PART XII, LINE 2C: NO CHANGES TO THE PROCESS WERE MADE IN THE CURRENT YEAR. EPI POLICY CENTER 1333 H STREET NW SUITE 300 EAST TOW 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 0 0 1 0 0 EPI POLICY CENTER O 24875 COST BASIS