ECONOMIC POLICY INSTITUTE: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ECONOMIC POLICY INSTITUTE (EIN 52-1368964)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-07-26
IRS object ID
201302079349300205
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-07-26T08:27:13-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN522041603EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SQUIRE LEMKIN COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1111 ROCKVILLE PIKE SUITE 475AddressLine1
CityROCKVILLECity
StateMDState
ZIP Code20850ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN521368964EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ECONOMIC POLICY INSTITUTEBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlECONNameControl
Phone2027758810Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11333 H STREET NW STE 300 EAST TOWERAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20005ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLAWRENCE MISHELName
TitlePRESIDENTTitle
Phone2027758810Phone
Date Signed2013-07-22DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameNANCY JOHNSONName
PTINP01593478PTIN
Phone3014246800Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonLAWRENCE MISHELNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11333 H STREET NW STE 300 EAST TOWERAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20005ZIPCode
FieldValueIRS element (for citing)
Gross Receipts5013159GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.EPI.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1984YearFormation
State Legal DomicileDCStateLegalDomicile
Activity Or Mission DescriptionTO 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body30NbrVotingMembersGoverningBody
Nbr Independent Voting Members28NbrIndependentVotingMembers
Total Nbr Employees47TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year5730945ContributionsGrantsPriorYear
Contributions Grants Current Year4909077ContributionsGrantsCurrentYear
Program Service Revenue Prior Year49594ProgramServiceRevenuePriorYear
Program Service Revenue CY31930ProgramServiceRevenueCY
Investment Income Prior Year3788InvestmentIncomePriorYear
Investment Income Current Year8804InvestmentIncomeCurrentYear
Other Revenue Prior Year60325OtherRevenuePriorYear
Other Revenue Current Year63348OtherRevenueCurrentYear
Total Revenue Prior Year5844652TotalRevenuePriorYear
Total Revenue Current Year5013159TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year136320GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY71720GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year4327384SalariesEtcPriorYear
Salaries Etc Current Year4071523SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year515082TotalFundrsngExpCurrentYear
Other Expense Prior Year2264014OtherExpensePriorYear
Other Expenses Current Year1899799OtherExpensesCurrentYear
Total Expenses Prior Year6727718TotalExpensesPriorYear
Total Expenses Current Year6043042TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-883066RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-1029883RevenuesLessExpensesCY
Total Assets BOY5790751TotalAssetsBOY
Total Assets EOY4633354TotalAssetsEOY
Total Liabilities BOY788307TotalLiabilitiesBOY
Total Liabilities EOY660793TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY5002444NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY3972561NetAssetsOrFundBalancesEOY
Mission DescriptionEDUCATING 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense4612990Expense
Grants71720Grants
DescriptionRESEARCH 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense107167Expense
DescriptionPOLICY 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.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense119335Expense
DescriptionPUBLIC 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.Description
FieldValueIRS element (for citing)
Total Program Service Expense4839492TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109619NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees47NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members30NbrVotingGoverningBodyMembers
Number Independent Voting Members28NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Own WebsiteXOwnWebsite
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1FINANCE AND ADMINISTRATION DIRECTORBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2027758810TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11333 H STREET NW STE 300AddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20005ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (36 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
LAWRENCE MISHEL
PRESIDENT40.00XX214349020771
ROSS EISENBREY
VICE PRESIDENT40.00X151831020260
JULIANNE MALVEAUX
SECRETARY/TREASURER0.10XX000
RICHARD L TRUMKA
CHAIRMAN0.10X000
BARRY BLUESTONE
DIRECTOR0.10X000
R THOMAS BUFFENBARGER
DIRECTOR0.10X000
LARRY COHEN
DIRECTOR0.10X000
ERNESTO J CORTES JR
DIRECTOR0.10X000
PHAEDRA ELLIS-LAMKINS
DIRECTOR0.10X000
LEO W GERARD
DIRECTOR0.10X000
JACOB S HACKER
DIRECTOR0.10X000
TERESA GHILARDUCCI
DIRECTOR0.10X000
JOSEPH T HANSEN
DIRECTOR0.10X000
MARY KAY HENRY
DIRECTOR0.10X000
ALEXIS HERMAN
DIRECTOR0.10X000
ROBERT JOHNSON
DIRECTOR0.10X000
BOB KING
DIRECTOR0.10X000
ROBERT KUTTNER
DIRECTOR0.10X000
DONNA LENHOFF
DIRECTOR0.10X000
LISA LYNCH
DIRECTOR0.10X000
RAY MARSHALL
DIRECTOR0.10X000
GERALD W MCENTEE
DIRECTOR0.10X000
DEBRA NESS
DIRECTOR0.10X000
PEDRO NOGUERA
DIRECTOR0.10X000
MANUEL PASTOR
DIRECTOR0.10X000
ROBERT B REICH
DIRECTOR0.10X000
RANDI WEINGARTEN
DIRECTOR0.10X000
LYLE J BIVENS
RESEARCH AND POLICY DIRECT40.00127801018656X
ROBERT SCOTT
DIRECTOR OF TRADE AND MANU40.00112976017068X
JODY I FRANKLIN
DIRECTOR OF COMMUNICATIONS40.00138484013664X
DOUGLAS J HALL
DIRECTOR OF EARN40.00118725017135X
ARLENE E WILLIAMS
DIRECTOR OF DEVELOPMENT40.00134667018597X
REP KEITH ELLISON
DIRECTOR0.10X000
ROGER O SMITH
DIRECTOR0.10X000
WILMA LIEBMAN
DIRECTOR0.10X000
JEFF FAUX
DISTINGUISHED FELLOW0.10X2240002313
FieldValueIRS element (for citing)
Total Reportable Comp From Org1021233TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation128464TotalOtherCompensation
Number Individuals GT100 K7NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

FieldValueIRS element (for citing)
Name PersonRICHARD ROTHSTEINNamePerson

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 301AddressLine1
CitySOUTH WELLFLEETCity
StateMAState
ZIP Code02663ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesRESEARCH CONSULTANTDescriptionOfServices
Compensation149356Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
All Other Contributions4909077AllOtherContributions
Total Contributions4909077TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CONFERENCE INCOME8129001988719887
PUBLICATIONS INCOME5111901204312043
FieldValueIRS element (for citing)
Total Program Service Revenue31930TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column8804TotalRevenueColumn
Exclusion$8,804ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real63348Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real0Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real63348Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column63348TotalRevenueColumn
Exclusion$63,348ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column5013159TotalRevenueColumn
Related Or Exempt Function Income31930RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$72,152ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total71720Total
Program Services71720ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total431924Total
Program Services422059ProgramServices
Management And General9865ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total2865810Total
Program Services2230700ProgramServices
Management And General316455ManagementAndGeneral
Fundraising318655Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total298795Total
Program Services240722ProgramServices
Management And General29403ManagementAndGeneral
Fundraising28670Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total238673Total
Program Services192286ProgramServices
Management And General23486ManagementAndGeneral
Fundraising22901Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total236321Total
Program Services190390ProgramServices
Management And General23255ManagementAndGeneral
Fundraising22676Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total151829Total
Program Services80485ProgramServices
Management And General62364ManagementAndGeneral
Fundraising8980Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total69040Total
Program Services59398ProgramServices
Management And General9642ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total824708Total
Program Services648782ProgramServices
Management And General99347ManagementAndGeneral
Fundraising76579Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total64510Total
Program Services60983ProgramServices
Management And General36ManagementAndGeneral
Fundraising3491Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total100355Total
Program Services72589ProgramServices
Management And General21337ManagementAndGeneral
Fundraising6429Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total115911Total
Program Services93554ProgramServices
Management And General11314ManagementAndGeneral
Fundraising11043Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total4792Total
Management And General4792ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
RESEARCHERS & CONSULTAN3036212939349687
BOOKS, DATA, SUBSCRIPTI81706752691806257
TELEPHONE AND INTERNET581404766455734903
EQUIPMENT RENTAL AND MA34719115033569

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total90468Total
Program Services57807ProgramServices
Management And General28163ManagementAndGeneral
Fundraising4498Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total6043042Total
Program Services4839492ProgramServices
Management And General688468ManagementAndGeneral
Fundraising515082Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY302BOY
EOY302EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY3716253BOY
EOY3003459EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY1717278BOY
EOY1293014EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY47284BOY
EOY28564EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY59551BOY
EOY149670EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis904096LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec745751LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY250083BOY
EOY158345EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY5790751BOY
EOY4633354EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY434205BOY
EOY356529EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY354102BOY
EOY304264EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY788307BOY
EOY660793EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1543566BOY
EOY1565584EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY3458878BOY
EOY2406977EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5002444BOY
EOY3972561EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5790751BOY
EOY4633354EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-1029883ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6579067CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7726411CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6447167CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5730945CurrentTaxYearMinus1Year
Current Tax Year4909077CurrentTaxYear
Total31392667Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6579067CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7726411CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6447167CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5730945CurrentTaxYearMinus1Year
Current Tax Year4909077CurrentTaxYear
Total31392667Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total12982385AmountsSubstContributorsTotal
Public Support Total17018410282PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years163583CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years82278CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years93945CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year113707CurrentTaxYearMinus1Year
Current Tax Year104082CurrentTaxYear
Total557595Total
FieldValueIRS element (for citing)
Total Support31950262TotalSupport
Gross Receipts From Admissions Etc582566GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.57620PublicSupportPertcentage170
Public Support Pertcent Prior Year0.60940PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis904096InvestmentCostOrOtherBasis
Depreciation745751Depreciation
Book Value158345BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings158345TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDEFERRED RENT BENEFITDescription
Amount$304,264Amount
FieldValueIRS element (for citing)
Total Of Amounts304264TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt5013159TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal5013159RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9905013159TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt6043042TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal6043042ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9906043042TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
ExplanationPART X, LINE 2: THE INSTITUTE COMPLIES WITH THE PROVISIONS OF THE FASB ACCOUNTING STANDARDS CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010, NO UNRECOGNIZED TAX PROVISION OR BENEFITS EXISTS.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (10 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
CENTER FOR TAX AND BUDGET ACCOUNTABILITY
70 E LAKE STREET SUITE 1700CHICAGOIL60601364327041501(C)(3)7040EARN INTERNS/RESEARCH
EAST BAY ALLIANCE FOR A SUSTAINABLE ECONOMY
1814 FRANKLIN STREET SUITE 325OAKLANDCA94612943314108501(C)(3)7040EARN INTERNS
KEYSTONE RESEARCH CENTER
412 NORTH THIRD STREETHARRISONBURGPA17107251776998501(C)(3)7040EARN INTERNS
COWS UNIVERSITY OF WISCONSIN - MADISON
7122 SOCIAL SCIENCE BUILDING 1180MADISONWI53706396006492501(C)(3)7040EARN INTERNSOBSERVATION DRIVE
CENTER ON POLICY INITIATIVES
3727 CAMINO DEL RIO SOUTH 100SAN DIEGOCA92108330824881501(C)(3)7040EARN INTERNS
COLORADO CENTER ON LAW AND POLICY
789 SHERMAN STREET SUITE 300DENVERCO80203841264154501(C)(3)6400EARN INTERNS
CENTER FOR PUBLIC POLICY PRIORITIES
900 LYDIA STAUSTINTX78702742898197501(C)(3)7040EARN INTERNS
INDIANA COMMUNITY ACTION ASSOC
1845 W 18TH STREETINDIANAPOLISIN46202351267319501(C)(3)7040EARN INTERNS
POLICY MATTERS OHIO
3631 PERKINS AVENUE STE 4C-EASTCLEVELANDOH44114341921881501(C)(3)7040EARN INTERNS
CONNECTICUT VOICES FOR CHILDREN
33 WHITNEY AVENUENEW HAVENCT06510061435280501(C)(3)9000LIVING STANDARDS MINIMUM WAGE

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: AN EPI PROGRAM MANAGER IS IN REGULAR CONTACT WITH THE GRANTEES. MEASURABLE DELIVERABLES ARE TYPICALLY SCHEDULED AND GENERATED AND REVIEWED BY EPI PROGRAM PERSONNEL.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
LAWRENCE MISHEL
PRESIDENT2143490000013444073270235120000
ROSS EISENBREY
VICE PRESIDENT1518310000096030106570172091000
JODY I FRANKLIN
DIRECTOR OF COMMUNICATIONS138484000008642050220152148000
ARLENE E WILLIAMS
DIRECTOR OF DEVELOPMENT1346670000084790101180153264000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11FORM 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 12CCONFLICT 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 15EXECUTIVE COMMITTEE OF BOARD REVIEWS AND APPROVES COMPENSATION OF PRESIDENT AND ANY OFFICERS BASED ON FORM 990 OF OTHER ORGANIZATIONS.
FORM 990, PART VI, SECTION C, LINE 19ORGANIZATION MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1EPI POLICY CENTERBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11333 H STREET NW SUITE 300 EAST TOWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20005ZIPCode
FieldValueIRS element (for citing)
EIN201173919EIN
Primary ActivitiesLOBBYING TO INFLUENCE ACTION ON SPECIFIC ECONOMIC POLICY ISSUESPrimaryActivities
Legal Domicile StateDCLegalDomicileState
Exempt Code Section501(C)(4)ExemptCodeSection
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1EPI POLICY CENTERBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeQTransactionType
Amount Involved22514AmountInvolved
Method Of Amt DeterminationCOST BASISMethodOfAmtDetermination

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