2024-08-28T08:38:19-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 521368964 ECONOMIC POLICY INSTITUTE ECON 2027758810 1225 EYE STREET NW 600 WASHINGTON DC 20005 HEIDI SHIERHOLZ PRESIDENT 2027758810 2024-08-28 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2024-08-08 14:25:15Z HEIDI SHIERHOLZ 1225 EYE STREET NW 600 WASHINGTON DC 20005 16155263 0 X WWW.EPI.ORG X 1984 DC SEE PART III, LINE 1. 28 27 58 28 0 0 7981595 15968002 4090 1800 0 63834 138191 121627 8123876 16155263 3446207 3081860 0 0 6608578 6361130 0 0 655695 2109379 2671114 12164164 12114104 -4040288 4041159 18630204 21912270 4810334 3974147 13819870 17938123 X EPI IS A LEADER IN THE MOVEMENT FOR ECONOMIC JUSTICE. WE USE THE TOOLS OF ECONOMICS TO WIN POLICY CHANGE THAT ADVANCES POWER FOR WORKERS, ECONOMIC SECURITY FOR FAMILIES, AND RACIAL AND GENDER EQUITY IN OUR NATION. (SEE SCHEDULE O FOR CONTINUATION)EPI'S RIGOROUS RESEARCH AND TRANSFORMATIVE IDEAS FORTIFY WORKER ORGANIZING, BUILD A SHARED UNDERSTANDING OF HOW POWER AND POLICY SHAPE ECONOMIC OUTCOMES, AND DRIVE PROGRESSIVE POLICY CHANGE AT EVERY LEVEL OF GOVERNMENT. 0 1 4846066 3081860 ECONOMIC ANALYSIS AND RESEARCH NETWORK (EARN): EARN IS A NATIONWIDE NETWORK OF ORGANIZATIONS ADVANCING AN INCLUSIVE, WORKER CENTERED ECONOMY THROUGH STATE AND LOCAL POLICY CHANGE AND RIGOROUS RESEARCH. WE PRODUCE RESEARCH AND POLICY ANALYSIS TO HELP OUR PARTNERS MAKE THE ECONOMIC CASE FOR POLICIES THAT WILL CREATE A MORE WORKER CENTERED, EQUITABLE ECONOMY. 1830935 RESEARCH: EPI PRODUCES THE HIGHEST QUALITY RESEARCH AND POLICY ANALYSIS, WIELDING THE TOOLS OF ECONOMICS TO ADVANCE THE INTERESTS OF WORKING FAMILIES. AREAS OF RESEARCH INCLUDE LABOR STANDARDS, MACROECONOMICS, IMMIGRATION POLICY, RETIREMENT SECURITY, FISCAL POLICY, AND TRADE POLICY. 1074502 PROGRAM ON RACE, ETHNICITY, AND THE ECONOMY (PREE): PREE EXPLORES AND EXPLAINS HOW RACE, ETHNICITY, AND CLASS INTERSECT TO AFFECT ECONOMIC OUTCOMES IN THE UNITED STATES. THIS IS DONE THROUGH RESEARCH, POLICY PAPERS, WORKSHOPS, SPEAKER SERIES, OTHER CONVENINGS, AND SOCIAL MEDIA. 1027229 1800 POLICY: EPI USES POLICY ANALYSIS AND ADVOCACY TO BUILD POWER FOR WORKING PEOPLE. WE PARTNER WITH NATIONAL AND STATE GRASSROOTS ACTIVISTS, ADVOCACY ORGANIZATIONS, ACADEMICS, AND LABOR UNIONS TO ADVANCE ECONOMIC, RACIAL, AND GENDER JUSTICE. OUR EXPERTS PROVIDE TESTIMONY, SPEECHES, AND PRESENTATIONS AND PRODUCE ANALYSES AND REPORTS ON A VARIETY OF ISSUES FACING WORKERS. 771822 95 COMMUNICATIONS AND PUBLIC OUTREACH: EFFECTIVELY COMMUNICATES ITS IN-DEPTH RESEARCH AND POLICY ANALYSIS IN WAYS THAT CAN BE UNDERSTOOD AND SHARED BY A VARIETY OF AUDIENCES. EPI USES PODCASTS, VIDEO EXPLAINERS, AND SOCIAL MEDIA TO SHARE OUR RESEARCH AND POLICY ANALYSIS AND RECOMMENDATIONS. 1799051 1895 9550554 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 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 1 1 1 0 1 43 0 1 58 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ZION YAN 2027758810 1225 EYE STREET NW 600 WASHINGTON DC 20005 HEIDI SHIERHOLZ PRESIDENT 39.70 0.30 X X 209231 0 32313 ELIZABETH H SHULER CHAIR 0.10 0.10 X X 0 0 0 JULIANNE MALVEAUX VICE CHAIR 0.10 0.10 X X 0 0 0 TERESA GHILARDUCCI SECRETARY 0.10 0.10 X X 0 0 0 GARY BASS TREASURER 0.10 0.10 X X 0 0 0 NINA BANKS MEMBER 0.10 X 0 0 0 TOM CONWAY MEMBER 0.10 X 0 0 0 HECTOR R CORDERO-GUZMAN MEMBER 0.10 X 0 0 0 ERNESTO J CORTES JR MEMBER 0.10 X 0 0 0 RAY CURRY MEMBER 0.10 X 0 0 0 KEITH ELLISON MEMBER 0.10 X 0 0 0 JEFF FAUX MEMBER 0.10 0.10 X 0 0 0 JOCELYN FRYE MEMBER 0.10 X 0 0 0 JOSE GARZA MEMBER 0.10 X 0 0 0 ELISE GOULD MEMBER 0.10 X 0 0 0 JACOB HACKER MEMBER 0.10 X 0 0 0 MARY KAY HENRY MEMBER 0.10 X 0 0 0 ROBERT JOHNSON MEMBER 0.10 X 0 0 0 ROBERT KUTTNER MEMBER 0.10 0.10 X 0 0 0 WILMA LIEBMAN MEMBER 0.10 X 0 0 0 LISA LYNCH MEMBER 0.10 X 0 0 0 ROBERT MARTINEZ MEMBER 0.10 X 0 0 0 MANUEL PASTOR MEMBER 0.10 X 0 0 0 LORI PELLETIER MEMBER 0.10 X 0 0 0 BECKY PRINGLE MEMBER 0.10 X 0 0 0 LEE SAUNDERS MEMBER 0.10 X 0 0 0 CHRISTOPHER SHELTON MEMBER 0.10 X 0 0 0 RANDI WEINGARTEN MEMBER 0.10 X 0 0 0 NAOMI WALKER VICE PRESIDENT 40.00 X 197437 0 31646 LYLE J BIVENS CHIEF ECONOMIST/DIR. RESEARCH 40.00 X 190434 0 30425 CELINE MCNICHOLAS DIR. POLICY, GENERAL COUNSEL 40.00 X 183189 0 27348 EVE E TAHMINCIOGLU DIR COMMUNICATIONS 40.00 X 172598 0 32816 VALERIE R WILSON DIR OF PREE 40.00 X 169531 0 27093 1122420 0 181641 21 0 1 0 TERRI GERSTEIN 163 PROSPECT PARK WEST APT 1L BROOKLYN NY 11215 PROJECT CONSULTING 123500 1 15968002 15968002 HONORARIA 900099 1800 1800 1800 63834 63834 47735 47735 63714 0 63714 63714 63714 95 0 95 95 OTHER REVENUE 900099 10083 10083 10083 16155263 1895 0 185366 3081860 3081860 240533 182050 40496 17987 4982305 3770911 838811 372583 382378 296923 64130 21325 338667 262898 56802 18967 417247 323604 69991 23652 2863 1014 1433 416 43871 15539 21960 6372 7096 7096 693900 245777 347337 100786 18456 18456 202459 87573 101830 13056 225720 108336 104044 13340 146 109 37 960578 746772 163775 50031 40992 34226 6131 635 223649 213645 10004 651 651 116525 91095 19285 6145 16224 7787 7478 959 SUBSCRIPTIONS 51207 37837 6619 6751 PAYROLL PROCESSING FEES 36194 17372 16683 2139 STAFF DEV. & EVENTS 30583 6770 23262 551 12114104 9550554 1907855 655695 8113277 10528156 10768 11907 5539583 7217456 31925 25642 88861 133013 1394174 1082080 383743 312094 845391 914250 3616656 2769752 18630204 21912270 661414 798911 4148920 3175236 4810334 3974147 X 3606732 4128042 10213138 13810081 13819870 17938123 18630204 21912270 4041159 77094 0 X 0 1 X 1 0 X 10278524 11626793 16234706 7981595 15968002 62089620 10278524 11626793 16234706 7981595 15968002 62089620 19616251 42473369 174650 737422 213371 134502 175283 1435228 9096 499 10083 19678 63544526 429355 0.66840 0.74090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 101005 101005 12006003 12107008 755350 188838 0 0 755350 755350 1133025 101005 101005 188838 188838 283257 351275 252878 98397 466742 362659 104083 576157 466543 109614 312094 SECURITY DEPOSIT 139671 RIGHT OF USE ASSET- OPERATING LEASE 2591192 RIGHT OF USE ASSET- FINANCE LEASE 38889 2769752 FINANCE LEASE LIABILITY 39420 OPERATING LEASE LIABILITY 3043134 DUE TO EPI ACTION 92682 3175236 16225261 77094 77094 16148167 7096 7096 16155263 12107008 0 12107008 7096 7096 12114104 1 ALABAMA ARISE 400 S UNION ST SUITE 340 MONTGOMERY AL 36104 631186365 501(C)(3) 157385 0 EDUCATIONAL RESEARCH ARKANSAS ADVOCATES FOR CHILDREN AND FAMILIES 1400 WEST MARKHAM STREET STE 306 LITTLE ROCK AR 72201 710492205 501(C)(3) 125718 0 EDUCATIONAL RESEARCH ARKANSAS PUBLIC POLICY PANEL 1308 WEST 2ND STREET LITTLE ROCK AR 72201 710467088 501(C)(3) 25718 0 EDUCATIONAL RESEARCH BARRED BUSINESS 477 WINDSOR STREET SUITE 204 ATLANTA GA 30312 871392944 501(C)(3) 15000 0 EDUCATIONAL RESEARCH BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM 21 N PARK ST SUITE 6401 MADISON WI 53715 371625640 GOV'T 6000 0 EDUCATIONAL RESEARCH CENTER FOR PUBLIC POLICY PRIORITIES 7020 EASY WIND DRIVE SUITE 200 AUSTIN TX 78752 742898197 501(C)(3) 100000 0 EDUCATIONAL RESEARCH CENTER FOR WORKER JUSTICE OF EASTERN IOWA 1556 SOUTH 1ST AVENUE STE C IOWA CITY IA 52240 461235166 501(C)(3) 7158 0 EDUCATIONAL RESEARCH CHILDREN'S ACTION ALLIANCE 3030 N 3RD ST SUITE 650 PHOENIX AZ 85012 860594785 501(C)(3) 100000 0 EDUCATIONAL RESEARCH COLORADO FISCAL INSTITUTE 1905 SHERMAN STREET SUITE 225 DENVER CO 80203 461281109 501(C)(3) 250000 0 EDUCATIONAL RESEARCH COMMON GOOD IOWA 505 5TH AVENUE SUITE 404 DES MOINES IA 50309 861518320 501(C)(3) 107158 0 EDUCATIONAL RESEARCH DC FISCAL POLICY INSTITUTE INC 1275 FIRST STREET NORTHEAST STE 1200 WASHINGTON DC 20002 832103918 501(C)(3) 150000 0 EDUCATIONAL RESEARCH DETROIT ACTION 1600 E GRAND BLVD 305 DETROIT MI 48211 320446001 501(C)(3) 7158 0 EDUCATIONAL RESEARCH FAMILIES FOR STRONG PUBLIC SCHOOLS INC 95 MERRICK WAY CORAL GABLES FL 33134 933770058 501(C)(3) 50000 0 EDUCATIONAL RESEARCH FLORIDA POLICY INSTITUTE 1001 N ORANGE AVE ORLANDO FL 32801 472759708 501(C)(3) 205000 0 EDUCATIONAL RESEARCH GEORGIA BUDGET & POLICY INSTITUTE 50 HURT PLAZA SE SUITE 720 ATLANTA GA 30303 550860376 501(C)(3) 36436 0 EDUCATIONAL RESEARCH GREATER BIRMINGHAM MINISTRIES 2304 12TH AVENUE NORTH BIRMINGHAM AL 35234 630577439 501(C)(3) 25718 0 EDUCATIONAL RESEARCH ISAIAH 2356 UNIVERSITY AVE W SUITE 405 SAINT PAUL MN 55114 411957358 501(C)(3) 101300 0 EDUCATIONAL RESEARCH KANSAS ACTION FOR CHILDREN 709 S KANSAS AVE STE 200 TOPEKA KS 66603 480879502 501(C)(3) 20000 0 EDUCATIONAL RESEARCH KENTUCKY CENTER FOR ECONOMIC POLICY 433 CHESTNUT STREET BEREA KY 40403 844979582 501(C)(3) 105000 0 EDUCATIONAL RESEARCH KEYSTONE RESEACH CENTER 412 N THIRD STREET HARRISBURG PA 17101 251776998 501(C)(3) 100000 0 EDUCATIONAL RESEARCH KIDS FORWARD 122 W WASHINGTON AVE SUITE 620 MADISON WI 53703 390806301 501(C)(3) 151000 0 EDUCATIONAL RESEARCH MAINE CENTER FOR ECONOMIC POLICY ONE WESTON COURT SUITE 103 AUGUSTA ME 04332 223317572 501(C)(3) 100000 0 EDUCATIONAL RESEARCH MASHWORKERS 1110 N OLD WORLD 3RD ST SUITE 304 MILWAUKEE WI 53203 823928942 501(C)(4) 10317 0 EDUCATIONAL RESEARCH METRO ORGANIZATION FOR RACIAL & ECONOMIC EQUALITY 3151 OLIVE STREET KANSAS CITY MO 64109 202470054 501(C)(3) 15000 0 EDUCATIONAL RESEARCH MICHIGAN LEAGUE FOR PUBLIC POLICY 1223 TURNER STREET SUITE G1 LANSING MI 489064369 381360557 501(C)(3) 12158 0 EDUCATIONAL RESEARCH MISSOURI BUDGET PROJECT ONE CAMPBELL PLAZA SUITE 101 BLDG A SAINT LOUIS MO 63139 260062334 501(C)(3) 22158 0 EDUCATIONAL RESEARCH MISSOURI JOBS WITH JUSTICE 2725 CLIFTON AVE SAINT LOUIS MO 631392712 431864844 501(C)(3) 122158 0 EDUCATIONAL RESEARCH NATIONAL DOMESTIC WORKERS ALLIANCE INC 45 BROADWAY SUITE 320 NEW YORK NY 10006 352420942 501(C)(3) 34200 0 EDUCATIONAL RESEARCH NC BUDGET & TAX CENTER 2313 UNIVERSITY DRIVE DURHAM NC 27707 873524937 501(C)(3) 29133 0 EDUCATIONAL RESEARCH NORTH CAROLINA JUSTICE CENTER 224 SOUTH DAWSON STREET RALEIGH NC 27601 561348186 501(C)(3) 100000 0 EDUCATIONAL RESEARCH OREGON CENTER FOR PUBLIC POLICY 6420 S MACADAM AVE SUITE 200 PORTLAND OR 972390127 931186075 501(C)(3) 150000 0 EDUCATIONAL RESEARCH POLICY MATTERS OHIO 3631 PERKINS AVE 4C EAST STE 4C-EAST CLEVELAND OH 44114 341921881 501(C)(3) 153579 0 EDUCATIONAL RESEARCH SOUL 2 SOUL SISTERS PO BOX 7632 DENVER CO 80207 811006094 501(C)(3) 100000 0 EDUCATIONAL RESEARCH THE COMMONWEALTH INSTITUTE 1329 E CARY ST 200 RICHMOND VA 23219 271598303 501(C)(3) 105000 0 EDUCATIONAL RESEARCH THINK TENNESSEE 414 UNION ST SUITE 1900 NASHVILLE TN 37203 812821568 501(C)(3) 136667 0 EDUCATIONAL RESEARCH WE UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH 300 SOUTH WESTNEDGE AVENUE KALAMAZOO MI 49007 381360419 501(C)(3) 25000 0 EDUCATIONAL RESEARCH WASHINGTON STATE BUDGET & POLICY CENTER 509 OLIVE WAY SUITE 833 SEATTLE WA 98101 721612982 501(C)(3) 100000 0 EDUCATIONAL RESEARCH 36 1 PART I, LINE 2: GRANT RECIPIENTS WRITE AN ANNUAL REPORT THAT DESCRIBES THEIR ACTIVITIES IN THE PRIOR GRANT YEAR AND INCLUDES A FINANCIAL REPORT. FOR THOSE THAT PERFORM AN ANNUAL AUDIT, A COPY OF THE AUDIT WAS REQUESTED WITH THEIR GRANT APPLICATION. AT THE END OF THE GRANT PERIOD, RECIPIENTS WILL WRITE A FINAL REPORT THAT INCLUDES A COMPREHENSIVE FINANCIAL STATEMENT. X X X X 0 0 0 0 0 0 0 0 0 HEIDI SHIERHOLZ PRESIDENT 209231 0 0 0 0 0 19354 0 12959 0 241544 0 0 0 NAOMI WALKER VICE PRESIDENT 197437 0 0 0 0 0 18263 0 13383 0 229083 0 0 0 LYLE J BIVENS CHIEF ECONOMIST/DIR. RESEARCH 190434 0 0 0 0 0 17615 0 12810 0 220859 0 0 0 CELINE MCNICHOLAS DIR. POLICY, GENERAL COUNSEL 183189 0 0 0 0 0 16945 0 10403 0 210537 0 0 0 EVE E TAHMINCIOGLU DIR COMMUNICATIONS 172598 0 0 0 0 0 15965 0 16851 0 205414 0 0 0 VALERIE R WILSON DIR OF PREE 169531 0 0 0 0 0 15682 0 11411 0 196624 0 0 0 FORM 990, PART III, LINE 3 THE ORGANIZATION CEASED OPERATIONS OF ITS EDUCATION PROGRAM IN 2023. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE FINANCE AND ADMINISTRATION DIRECTOR. THE FINAL RETURN WAS REVIEWED BY THE FINANCE AND ADMINISTRATION DIRECTOR AND PRESIDENT AND THEN PROVIDED TO THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY REMINDERS ARE DISTRIBUTED ANNUALLY. THE ENTIRE BOARD REVIEWS THE CONFLICT OF INTEREST DISCLOSURE STATEMENTS COMPLETED BY ALL BOARD MEMBERS. DISBURSEMENTS ARE MONITORED AND ALL NEW VENDORS ARE VETTED FOR ANY RELATIONSHIPS. IN DETERMINING A POTENTIAL CONFLICT OF INTEREST, THE INTERESTED PERSON DELIVERS ALL RELEVANT INFORMATION AND RETIRE FROM THE MEETING (BY LEAVING THE ROOM OR VIRTUAL MEETING SPACE). THE BOARD OR COMMITTEE THEN DETERMINES WHETHER OR NOT THE FINANCIAL INTEREST CREATES A CONFLICT OF INTEREST, WHICH MAY MERIT RECUSAL OF THE INTERESTED DIRECTOR FROM CONSIDERATION OF THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION OF PRESIDENT AND ANY OFFICERS BASED ON THE FORM 990 OF OTHER ORGANIZATIONS. THE PROCESS IS DOCUMENTED IN THE BOARD MEETING MINUTES. THE LAST COMPENSATION REVIEW TOOK PLACE JULY 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. EPI ACTION 1225 EYE STREET NW SUITE 600 WASHINGTON DC 20005 201173919 LOBBYING TO INFLUENCE ACTION ON SPECIFIC ECONOMIC POLICY ISSUES DC 501(C)(4) ECONOMIC POLICY INSTITUTE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 EPI ACTION Q 92682 COST BASIS