EIN 52-1368964

Economic Policy Institute

IRS 501(c) type
501(c)(3)
Num. employees
67
Year formed
1984
Most recent tax filings
2022-12-01
Description
The Policy Institute is a non-profit, non-partisan think tank that seeks to inform and empower individuals to seek solutions that ensure broadly shared prosperity and opportunity.
Total revenues
$8,123,876
2022
Total expenses
$12,164,164
2022
Total assets
$18,630,204
2022
Num. employees
67
2022

Program areas at Economic Policy Institute

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.
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.
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.
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.
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.
Education: documents the impact of social and Economic inequality on student achievement, and suggests policies, within school and out, to narrow outcome gaps between middle class and disadvantaged students.

Grants made by Economic Policy Institute

GranteeGrant descriptionAmount
Policy Matters OhioEducational Research$220,000
Colorado Fiscal InstituteEducational Research$202,500
Missouri Jobs with JusticeEducational Research$162,998
...and 48 more grants made totalling $3,298,120

Who funds Economic Policy Institute

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
The Rockefeller FoundationToward the Costs of Strengthening the Capacity of Economic Analysis and Research Network (Earn) Groups in Key States To Advance A Compelling Worker-Centered Agenda Rooted in Racial and Gender Equity.$1,000,000
The Ford FoundationCore Support for Earn Network, A Cross-State Initiative To Develop A Pragmatic, But Aspirational Agenda for Improving Economic Conditions for Working Families in the South.$811,260
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$740,520
...and 45 more grants received totalling $9,128,711

Personnel at Economic Policy Institute

NameTitleCompensation
Elizabeth H. ShulerAfl - Chief Information Officer$0
Naomi WalkerVice President$193,358
Jose GarzaMember$0
Lori Pelletier ResignedExecutive Director
Jasper G CoxDirector of Finance and Administration$164,100
...and 12 more key personnel

Financials for Economic Policy Institute

RevenuesFYE 12/2022
Total grants, contributions, etc.$7,981,595
Program services$4,090
Investment income and dividends$0
Tax-exempt bond proceeds$0
Royalty revenue$50,499
Net rental income$84,003
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$3,190
Miscellaneous revenues$499
Total revenues$8,123,876

Form 990s for Economic Policy Institute

Fiscal year endingDate received by IRSFormPDF link
2022-122023-10-11990View PDF
2021-122022-11-14990View PDF
2020-122021-11-10990View PDF
2019-122020-12-07990View PDF
2018-122020-01-14990View PDF
...and 9 more Form 990s
Data update history
February 3, 2024
Received grants
Identified 14 new grant, including a grant for $1,000,000 from The Rockefeller Foundation
December 26, 2023
Received grants
Identified 10 new grant, including a grant for $811,260 from The Ford Foundation
November 26, 2023
Posted financials
Added Form 990 for fiscal year 2022
September 25, 2023
Received grants
Identified 36 new grant, including a grant for $1,000,000 from Rockefeller Foundation
July 15, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Social advocacy organizationsResearch centersHeadquarter / parent organizationsCharities
Issues
Social sciences
Characteristics
Political advocacyConducts researchGala fundraisersTax deductible donations
General information
Address
1225 Eye St NW 600
Washington, DC 20005
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
Website URL
epi.org/ 
Phone
(202) 775-8810
Facebook page
EconomicPolicy 
Twitter profile
@economicpolicy 
IRS details
EIN
52-1368964
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1984
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
V20: Social Science Research Institutes, Services
NAICS code, primary
813319: Social Advocacy Organizations
Parent/child status
Central organization
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