2012-11-07T11:58:19-06:00 2011-12-31 522041603 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2011-01-01 521368964 ECONOMIC POLICY INSTITUTE ECON 2027758810 1333 H STREET NW STE 300 EAST TOWER WASHINGTON DC 20005 LAWRENCE MISHEL 2027758810 2012-10-25 1 NANCY JOHNSON P01593478 3014246800 2011 2016-02-25 16:41:14Z LAWRENCE MISHEL 1333 H STREET NW STE 300 EAST TOWER WASHINGTON DC 20005 5844652 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. 29 27 55 0 0 0 6447167 5730945 32408 49594 16838 3788 77107 60325 6573520 5844652 100400 136320 0 0 4169656 4327384 0 0 498853 2156850 2264014 6426906 6727718 146614 -883066 6732136 5790751 846626 788307 5885510 5002444 EDUCATING THE PUBLIC AND POLICY MAKERS ABOUT NEW IDEAS CONCERNED WITH PROMOTING PUBLIC DISCUSSIONS OF ECONOMIC POLICIES WHICH CAN ACHIEVE ECONOMIC OPPORTUNITY FOR THE LOWER CLASS, MINORITIES, AND THE POOR. 0 0 5203994 136320 49594 RESEARCH AND POLICY PROJECTS - EPI'S AREAS OF RESEARCH INCLUDE THE FOLLOWING: EDUCATION; FEDERAL BUDGET, DEFICITS, AND TAXES; HEALTH; IMMIGRATION; JOBS, WAGES, AND LIVING STANDARDS; MACROECONOMIC PERFORMANCE; PUBLIC INVESTMENT; RACE, ETHNICITY, AND THE ECONOMY; REGULATIONS; 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 THE STATE OF WORKING AMERICA PUBLICATION; ANALYSIS OF ECONOMIC INDICATORS; INTERACTIVE GRAPHS ON JOBS, UNEMPLOYMENT, AND OVERALL ECONOMIC PERFORMANCE; DATAZONE; FAMILY BUDGET CALCULATOR; TOPICAL REPORTS; AND MUCH MORE. 235413 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. 104047 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. 76813 76813 5620267 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 0 1 18 0 1 55 1 0 0 0 0 0 0 0 0 0 0 X 29 27 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 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 JEFF FAUX 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 JULIANNE MALVEAUX 0.10 X 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 JULES O PAGANO 0.10 X 0 0 0 MANUEL PASTOR 0.10 X 0 0 0 BERNARD RAPOPORT 0.10 X 0 0 0 ROBERT B REICH 0.10 X 0 0 0 RICHARD L TRUMKA 0.10 X 0 0 0 RANDI WEINGARTEN 0.10 X 0 0 0 LAWRENCE MISHEL 40.00 X X 220506 0 21328 ROSS EISENBREY 40.00 X 153148 0 20714 JOHN IRONS 40.00 X 136111 0 20204 ROBERT SCOTT 40.00 X 117039 0 17432 JODY I FRANKLIN 40.00 X 142364 0 15389 DOUGLAS J HALL 40.00 X 122410 0 17501 ARLENE E WILLIAMS 40.00 X 136913 0 19004 1028491 0 131572 7 0 1 0 RICHARD ROTHSTEIN PO BOX 301 SOUTH WELLFLEET MA 02663 RESEARCH CONSULTANT 147578 1 5730945 5730945 PUBLICATIONS INCOME 511190 49465 49465 HONORARIA INCOME 541900 129 129 49594 3788 3788 11480 11480 48845 0 48845 48845 48845 5844652 49594 0 64113 136320 136320 1131208 983287 11008 136913 2396532 1944373 263341 188818 294726 245955 24760 24011 251684 210035 21144 20505 253234 211329 21275 20630 2600 2600 130696 78542 43605 8549 70812 54362 16450 813771 645828 96021 71922 87387 83227 19 4141 174878 160137 14666 75 116176 92898 12932 10346 4654 4654 RESEARCH & CONSULTANTS 570580 568867 1713 TELEPHONE AND INTERNET 82171 68160 7684 6327 BOOKS, DATA, SUBSCRIPTI 62523 59374 330 2819 EQUIPMENT RENTAL AND MA 39854 39854 107912 77573 26542 3797 6727718 5620267 608598 498853 302 302 4285846 3716253 2177605 1717278 26734 47284 28667 59551 879923 629840 212982 250083 6732136 5790751 462355 434205 384271 354102 846626 788307 X 1512675 1543566 4372835 3458878 5885510 5002444 6732136 5790751 -883066 0 X X 0 1 1 X 0 X 5667876 6579067 7726411 6447167 5730945 32151466 5667876 6579067 7726411 6447167 5730945 32151466 12202454 19949012 181205 163583 82278 93945 64113 585124 32736590 562620 0.60940 0.59430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 879923 629840 250083 250083 DEFERRED RENT BENEFIT 354102 354102 5844652 6727718 -883066 -883066 5844652 0 5844652 0 5844652 6727718 0 6727718 0 6727718 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 OMB WATCH 1742 CONNECTICUT AVE NW WASHINGTON DC 20009 521302617 501(C)(3) 50000 REGULATORY POLICY PROJECTS FISCAL POLICY INSTITUTE 11 PARK PLACE NEW YORK NY 10007 141737256 501(C)(3) 10000 EARN RESEARCH MASSACHUSETTS BUDGET AND POLICY CENTER 15 COURT SQUARE SUITE 700 BOSTON MA 02108 042967537 501(C)(3) 7500 EARN RESEARCH CENTER FOR TAX AND BUDGET ACCOUNTABILITY 70 E LAKE STREET SUITE 1700 CHICAGO IL 60601 364327041 501(C)(3) 14540 EARN INTERNS/RESEARCH CALIFORNIA BUDGET PROJECT 1107 9TH STREET SUITE 310 SACRAMENTO CA 95814 364327041 501(C)(3) 5000 EARN RESEARCH EAST BAY ALLIANCE FOR A SUSTAINABLE ECONOMY 1814 FRANKLIN STREET SUITE 325 OAKLAND CA 94612 943314108 501(C)(3) 7040 EARN INTERNS FLORIDA INTERNATIONAL UNIVERSITY CENTER FOR LABOR AND RESEARCH STUDIES 1200 SW 8TH STREET MIAMI FL 33199 550177616 501(C)(3) 7040 EARN INTERNS KEYSTONE RESEARCH CENTER 412 NORTH THIRD STREET HARRISONBURG PA 17107 251776998 501(C)(3) 7040 EARN INTERNS INSTITUTE FOR WISCONSIN'S FUTURE 325 W SILVER SPRING DRIVE GLENDALE WI 53217 391805801 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 NORTH CAROLINA JUSTICE CENTER 224 SOUTH DAWSON STREET RALEIGH NC 27611 561348186 501(C)(3) 7040 EARN INTERNS COLORADO FISCAL POLICY INSTITUTE 789 SHERMAN STREET SUITE 300 DENVER CO 80203 841264154 501(C)(3) 7040 EARN INTERNS 12 0 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 220506 0 0 0 0 0 20454 0 874 0 241834 0 0 0 ROSS EISENBREY 153148 0 0 0 0 0 14610 0 6104 0 173862 0 0 0 JOHN IRONS 136111 0 0 0 0 0 14100 0 6104 0 156315 0 0 0 JODY I FRANKLIN 142364 0 0 0 0 0 13149 0 2240 0 157753 0 0 0 ARLENE E WILLIAMS 136913 0 0 0 0 0 12900 0 6104 0 155917 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 EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITOR. 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 0 0