2014-11-13T15:36:02-06:00 2013-12-31 910605875 PETERSON SULLIVAN LLP CPA'S 601 UNION ST STE 2300 SEATTLE WA 981012345 990 2013-01-01 911999302 ECONOMIC OPPORTUNITY INSTITUTE ECON 2066336580 603 STEWART AVE NO 715 SEATTLE WA 98101 STAN SORSCHER PRESIDENT 2066336580 2014-11-10 1 RAYMON G HOLMDAHL P00120599 2063827777 2014-11-10 2013 2015-11-30 17:44:51Z X JOHN BURBANK 6755 SYCAMORE AVE NW SEATTLE WA 98117 872547 0 X WWW.EOIONLINE.ORG X 1999 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. 23 23 17 20 0 0 725876 821704 32362 35364 261 123 -31732 -27964 726767 829227 0 0 0 0 666773 662040 0 0 58676 155118 271797 821891 933837 -95124 -104610 375638 298382 43846 71200 331792 227182 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 157111 0 1088 PAID SICK DAYS: PUBLICATION OF RESEARCH RELATED TO THE BENEFITS OF PAID SICK DAYS 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. 116356 0 5869 EARLY CHILDHOOD EDUCATION: PUBLICATION OF RESEARCH RELATED TO THE BENEFITS OF EARLY CHILDHOOD EDUCATION 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. 95752 0 3308 FAMILY LEAVE INSURANCE: PUBLICATION OF RESEARCH RELATED TO THE BENEFITS OF FAMILY LEAVE INSURANCE 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. 405708 0 25454 HIGHER EDUCATION, ECONOMIC SECURITY, MINIMUM WAGE, RETIREMENT SECURITY, TAX POLICY, SOCIAL SECURITY, HEALTH CARE, K-12 EDUCATION, STATE ECONOMY: 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. 405708 25454 774927 1 1 0 1 0 0 0 0 0 0 1 0 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 12 0 1 17 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X X KATHY RADOSEVIC 2535693001 29012 140TH AVE SE AUBURN WA 98092 DEAN BAKER BOARD MEMBER 1.00 X 0 0 0 LARRY BROWN BOARD MEMBER 1.00 X 0 0 0 LYNNE DODSON VICE-PRESIDENT 1.00 X X 0 0 0 HANS DUNSHEE BOARD MEMBER 1.00 X 0 0 0 ANDREW GORDON SECRETARY 1.00 X X 0 0 0 MAKINI HOWELL BOARD MEMBER 1.00 X 0 0 0 SANDEEP KAUSHIK AT-LARGE EXECUTIVE COMMITTEE 1.00 X X 0 0 0 KAREN KEISER BOARD MEMBER 1.00 X 0 0 0 RUSS LIDMAN BOARD MEMBER 1.00 X 0 0 0 ELIZABETH WOODY LINDQUIST BOARD MEMBER 1.00 X 0 0 0 MATT LOSCHEN TREASURER 1.00 X X 0 0 0 LEANNE MOSS BOARD MEMBER 1.00 X 0 0 0 TINA ORWALL BOARD MEMBER 1.00 X 0 0 0 MIKE RAGAN BOARD MEMBER 1.00 X 0 0 0 DIANA BIRKETT RAKOW BOARD MEMBER 1.00 X 0 0 0 DAVE ROSS BOARD MEMBER 1.00 X 0 0 0 KRISTIN ROWE-FINKBEINER BOARD MEMBER 1.00 X 0 0 0 STAN SORSCHER PRESIDENT 1.00 X X 0 0 0 TERESITA TORRES BOARD MEMBER 1.00 X 0 0 0 PAT THOMPSON BOARD MEMBER 1.00 X 0 0 0 DAWN TRUDEAU AT-LARGE EXECUTIVE COMMITTEE 1.00 X X 0 0 0 MISHA WERSCHKUL BOARD MEMBER 1.00 X 0 0 0 DIANE ZAHN BOARD MEMBER 1.00 X 0 0 0 JOHN BURBANK EXECUTIVE DIRECTOR 40.00 X 71875 0 30058 71875 0 30058 0 0 0 0 0 43112 778592 821704 CONTRACTS 541900 25869 25869 REIMBURSEMENTS 541900 9415 9415 HONORARIUMS 541900 80 80 35364 123 123 15001 43112 43320 -28319 -28319 OTHER REVENUE 541900 355 355 355 829227 35719 0 -28196 X 101933 88620 4584 8729 456914 397239 20545 39130 18387 15985 827 1575 37329 32455 1678 3196 47477 41276 2135 4066 15483 6120 9363 106650 106650 17956 15639 985 1332 39764 15948 23816 25566 25566 27276 27276 26958 26958 4772 4772 MISCELLANEOUS 7372 761 5963 648 933837 774927 100234 58676 197095 89855 178543 208527 140965 140965 0 0 375638 298382 43846 71200 43846 71200 X 331792 227182 331792 227182 375638 298382 -104610 0 X 1 X 0 0 0 X 589185 672980 747064 725876 821704 3556809 589185 672980 747064 725876 821704 3556809 201934 3354875 5218 911 670 261 123 7183 2467 355 2822 3566814 303696 0.94060 0.86340 X SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34144 18011 52155 881682 933837 165076 41269 0 0 118950 136211 148284 165076 568521 852782 15158 7058 8738 52155 83109 29738 34053 37071 41269 142131 213197 34144 34144 15779 15779 0 114854 114854 0 10332 10332 0 0 ANNUAL DINNER 55578 40577 15001 500 2056 23585 500 9232 55578 40577 15001 500 2056 23585 500 9232 35873 -20872 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 11 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 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. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 106,650. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 106,650.