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Epi Policy Center FY2020 filing

Washington, DCUnknown exempt organization EIN 20-1173919Revenue $363K in FY2020

On file with the IRSepiaction.org1225 Eye Street Nw 600 · Washington, DC

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The corporation is organized for the advancement of social welfare, including, but not limited to, advocating and working to bring about legislative measures that will achieve a prosperous, fair and sustainable economy.

99¢ of each $1 spent went to programs.
$9K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 2
filings with a surplus
Average surplus $57K a year · 21% of revenue · last 2 filings
Looks good: a surplus in 2 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$9K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$60K
60% of total assets
Fine: liabilities are 60% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
10
of 11 voting members
Looks good: 10 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$363K
Spent
$335K
To programs
99%
Net assets
$40K
By yearFY2020–FY2025
Revenue
$363K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$363K
FY2022$152K
FY2023$4K
FY2024$191K
FY2025$180K
Expenses
$335K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$335K
FY2022Not on file
FY2023Not on file
FY2024Not on file
FY2025$94K
Net assets
$40K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$40K
FY2022$291K
FY2023$268K
FY2024$214K
FY2025$299K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $331K Management & general 1% · $4K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $9K paid to officers and key staff.

Part VII, Section A · reportable compensation
Celine McNicholas
Director of Government Affairs / Labor Counsel
$2,806Pt VII · Sec A
Thea Lee
Director
$2,616Pt VII · Sec A
Heidi Shierholz
Director of Policy / Senior Economist
$1,626Pt VII · Sec A
John Schmitt
Vice President
$1,225Pt VII · Sec A
Naomi Walker
Director of Earn
$224Pt VII · Sec A
Arlene Williams
Director of Development and Strategic Planning
$83Pt VII · Sec A
Jeff Faux
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Epi Policy Center executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Advocates for legislative measures to create a prosperous, fair, and sustainable economy.

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Provided by the organization

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1 program · $331K · in their own filed words · FY2020
01

The epi policy center makes recommendations for enacting a more equitable federal budget to meet the needs of the general public and improve the economic wefare of the nation, organizes coalitions of organizations and individuals to advocate for a stronger, fairer economy through specific potential legislative actions, and lobbies…

$331Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Unite Here Action FundFY2024$10K
Total grants receivedfrom 1 funder$10K
Grants paid · 1 grant · $250K · 2020–2020
Economic Policy InstituteDC · FY2020$250,000

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$363K
Ln 12
Gifts and grantsLn 1h$363K
Investment incomeLn 3$245
Money outPt IX
$335K
Ln 25
Programscol B$331K
Managementcol C$4K
Owns and owesPt X
$40K
net assets · Ln 32
Cash and savingsLn 1–2$100K
Total assetsLn 16$100K
LiabilitiesLn 26$60K
PeoplePt VI, VII
17
listed · VII A
PaidVII A6
Voting boardVI 1a11
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$363K
Investment incomeLn 3$245
Total revenueLn 12$363K
Assets in detailPt X, end of year
CashLn 1$100K
Cash and savings togetherLn 1–2$100K
Total assetsLn 16$100K
LiabilitiesLn 26$60K
Net assetsLn 32$40K
OperationsPt I, VI
EmployeesI 542
VolunteersI 611
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$145K$100K
Total assetsLn 16$145K$100K
LiabilitiesLn 26$133K$60K
Net assetsLn 32$12K$40K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$250K$250K
Pay of current officers, directors and key staffLn 5$3K$3K
Other salaries and wagesLn 7$41K$41K
Pension plan contributionsLn 8$4K$4K
Other employee benefitsLn 9$3K$3K
Payroll taxesLn 10$4K$4K
Accounting feesLn 11c$4K$4K
Office expensesLn 13$27K$27K
Total functional expensesLn 25$335K$331K$4K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $180K$94K$86K$299K 990 PDF
FY2024 $191K$214K 990 PDF
FY2023 $4K$268K 990 PDF
FY2022 $152K$291K 990 PDF
FY2021 Not on file
FY2020 Viewing $363K$335K$28K$40K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $363,161 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $166,989$362,916
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $558$245
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $167,547$363,161
I-13 Grants and similar amounts paidPrior year $0$250,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $96,942$54,384
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $36,060$30,573
I-18 Total expensesPrior year $133,002$334,957
I-19 Revenue less expensesPrior year $34,545$28,204
Part VI · Governance 10 of 11 board members independent, 1 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members10
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $363,161 across 4 lines filed
VIII-1f All other contributions, gifts and grants$362,916
VIII-1h Total contributions, gifts and grants$362,916
VIII-3 Investment incomeExcluded from tax $245$245
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $245$363,161
Part IX · Statement of functional expenses $334,957 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $250,000$250,000
IX-5 Pay of current officers, directors and key staffPrograms $2,859$2,859
IX-7 Other salaries and wagesPrograms $40,901$40,901
IX-8 Pension plan contributionsPrograms $3,562$3,562
IX-9 Other employee benefitsPrograms $3,476$3,476
IX-10 Payroll taxesPrograms $3,586$3,586
IX-11c Accounting feesManagement $3,725$3,725
IX-13 Office expensesPrograms $26,848$26,848
IX-25 Total functional expensesPrograms $331,232 · Management $3,725 · Fundraising $0$334,957
Part X · Balance sheet $100,169 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $145,288$100,169
X-16 Total assetsStart of year $145,288$100,169
X-25 Other liabilitiesStart of year $133,047$59,724
X-26 Total liabilitiesStart of year $133,047$59,724
X-27 Net assets without donor restrictionsStart of year $12,241$40,445
X-32 Total net assets or fund balancesStart of year $12,241$40,445
X-33 Total liabilities and net assetsStart of year $145,288$100,169
Part XI · Reconciliation of net assets $40,445 net assets at year end
XI-1 Total revenue$363,161
XI-2 Total expenses$334,957
XI-3 Revenue less expenses$28,204
XI-4 Net assets at start of year$12,241
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$40,445

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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