2013-07-26T08:27:13-05:00 2012-12-31 522041603 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2012-01-01 521368964 ECONOMIC POLICY INSTITUTE ECON 2027758810 1333 H STREET NW STE 300 EAST TOWER WASHINGTON DC 20005 LAWRENCE MISHEL 2027758810 2013-07-22 1 NANCY JOHNSON P01593478 3014246800 2012 2016-02-24 21:20:13Z LAWRENCE MISHEL 1333 H STREET NW STE 300 EAST TOWER WASHINGTON DC 20005 5013159 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. 30 28 47 0 0 0 5730945 4909077 49594 31930 3788 8804 60325 63348 5844652 5013159 136320 71720 0 0 4327384 4071523 0 0 515082 2264014 1899799 6727718 6043042 -883066 -1029883 5790751 4633354 788307 660793 5002444 3972561 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 4612990 71720 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. 107167 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. 119335 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. 4839492 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 19 0 1 47 1 0 0 0 0 0 0 0 0 X 30 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X FINANCE AND ADMINISTRATION DIRECTOR 2027758810 1333 H STREET NW STE 300 WASHINGTON DC 20005 LAWRENCE MISHEL 40.00 X X 214349 0 20771 ROSS EISENBREY 40.00 X 151831 0 20260 JULIANNE MALVEAUX 0.10 X X 0 0 0 RICHARD L TRUMKA 0.10 X 0 0 0 BARRY BLUESTONE 0.10 X 0 0 0 R THOMAS BUFFENBARGER 0.10 X 0 0 0 LARRY COHEN 0.10 X 0 0 0 ERNESTO J CORTES JR 0.10 X 0 0 0 PHAEDRA ELLIS-LAMKINS 0.10 X 0 0 0 LEO W GERARD 0.10 X 0 0 0 JACOB S HACKER 0.10 X 0 0 0 TERESA GHILARDUCCI 0.10 X 0 0 0 JOSEPH T HANSEN 0.10 X 0 0 0 MARY KAY HENRY 0.10 X 0 0 0 ALEXIS HERMAN 0.10 X 0 0 0 ROBERT JOHNSON 0.10 X 0 0 0 BOB KING 0.10 X 0 0 0 ROBERT KUTTNER 0.10 X 0 0 0 DONNA LENHOFF 0.10 X 0 0 0 LISA LYNCH 0.10 X 0 0 0 RAY MARSHALL 0.10 X 0 0 0 GERALD W MCENTEE 0.10 X 0 0 0 DEBRA NESS 0.10 X 0 0 0 PEDRO NOGUERA 0.10 X 0 0 0 MANUEL PASTOR 0.10 X 0 0 0 ROBERT B REICH 0.10 X 0 0 0 RANDI WEINGARTEN 0.10 X 0 0 0 LYLE J BIVENS 40.00 X 127801 0 18656 ROBERT SCOTT 40.00 X 112976 0 17068 JODY I FRANKLIN 40.00 X 138484 0 13664 DOUGLAS J HALL 40.00 X 118725 0 17135 ARLENE E WILLIAMS 40.00 X 134667 0 18597 REP KEITH ELLISON 0.10 X 0 0 0 ROGER O SMITH 0.10 X 0 0 0 WILMA LIEBMAN 0.10 X 0 0 0 JEFF FAUX 0.10 X 22400 0 2313 1021233 0 128464 7 0 1 0 RICHARD ROTHSTEIN PO BOX 301 SOUTH WELLFLEET MA 02663 RESEARCH CONSULTANT 149356 1 4909077 4909077 CONFERENCE INCOME 812900 19887 19887 PUBLICATIONS INCOME 511190 12043 12043 31930 8804 8804 63348 0 63348 63348 63348 5013159 31930 0 72152 71720 71720 431924 422059 9865 2865810 2230700 316455 318655 298795 240722 29403 28670 238673 192286 23486 22901 236321 190390 23255 22676 151829 80485 62364 8980 69040 59398 9642 824708 648782 99347 76579 64510 60983 36 3491 100355 72589 21337 6429 115911 93554 11314 11043 4792 4792 RESEARCHERS & CONSULTAN 303621 293934 9687 BOOKS, DATA, SUBSCRIPTI 81706 75269 180 6257 TELEPHONE AND INTERNET 58140 47664 5573 4903 EQUIPMENT RENTAL AND MA 34719 1150 33569 90468 57807 28163 4498 6043042 4839492 688468 515082 302 302 3716253 3003459 1717278 1293014 47284 28564 59551 149670 904096 745751 250083 158345 5790751 4633354 434205 356529 354102 304264 788307 660793 X 1543566 1565584 3458878 2406977 5002444 3972561 5790751 4633354 -1029883 0 X 0 1 X 1 0 X 6579067 7726411 6447167 5730945 4909077 31392667 6579067 7726411 6447167 5730945 4909077 31392667 12982385 18410282 163583 82278 93945 113707 104082 557595 31950262 582566 0.57620 0.60940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 904096 745751 158345 158345 DEFERRED RENT BENEFIT 304264 304264 5013159 0 5013159 0 5013159 6043042 0 6043042 0 6043042 PART 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. 1 CENTER FOR TAX AND BUDGET ACCOUNTABILITY 70 E LAKE STREET SUITE 1700 CHICAGO IL 60601 364327041 501(C)(3) 7040 EARN INTERNS/RESEARCH EAST BAY ALLIANCE FOR A SUSTAINABLE ECONOMY 1814 FRANKLIN STREET SUITE 325 OAKLAND CA 94612 943314108 501(C)(3) 7040 EARN INTERNS KEYSTONE RESEARCH CENTER 412 NORTH THIRD STREET HARRISONBURG PA 17107 251776998 501(C)(3) 7040 EARN INTERNS COWS UNIVERSITY OF WISCONSIN - MADISON 7122 SOCIAL SCIENCE BUILDING 1180 OBSERVATION DRIVE MADISON WI 53706 396006492 501(C)(3) 7040 EARN INTERNS CENTER ON POLICY INITIATIVES 3727 CAMINO DEL RIO SOUTH 100 SAN DIEGO CA 92108 330824881 501(C)(3) 7040 EARN INTERNS COLORADO CENTER ON LAW AND POLICY 789 SHERMAN STREET SUITE 300 DENVER CO 80203 841264154 501(C)(3) 6400 EARN INTERNS CENTER FOR PUBLIC POLICY PRIORITIES 900 LYDIA ST AUSTIN TX 78702 742898197 501(C)(3) 7040 EARN INTERNS INDIANA COMMUNITY ACTION ASSOC 1845 W 18TH STREET INDIANAPOLIS IN 46202 351267319 501(C)(3) 7040 EARN INTERNS POLICY MATTERS OHIO 3631 PERKINS AVENUE STE 4C-EAST CLEVELAND OH 44114 341921881 501(C)(3) 7040 EARN INTERNS CONNECTICUT VOICES FOR CHILDREN 33 WHITNEY AVENUE NEW HAVEN CT 06510 061435280 501(C)(3) 9000 LIVING STANDARDS MINIMUM WAGE PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. X X 0 0 0 0 0 0 0 0 0 LAWRENCE MISHEL 214349 0 0 0 0 0 13444 0 7327 0 235120 0 0 0 ROSS EISENBREY 151831 0 0 0 0 0 9603 0 10657 0 172091 0 0 0 JODY I FRANKLIN 138484 0 0 0 0 0 8642 0 5022 0 152148 0 0 0 ARLENE E WILLIAMS 134667 0 0 0 0 0 8479 0 10118 0 153264 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 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 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 Q 22514 COST BASIS