Economic Policy Institute

Washington, DC
Tax-exempt since Sept. 1985
EIN: 52-1368964

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Social Science Research Institutes, Services / Economics (as a social science) (NTEE)

Donations to this organization are tax deductible.

Revenue

$16.2M (2023)

Expenses

$12.1M (2023)

Total Assets

$21.9M (2023)

Total Liabilities

$3.97M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$16,155,263

Expenses

$12,114,104

Net Income

$4,041,159

Net Assets

$17,938,123

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$15,968,002	98.8%
Program Services	$1,800	0.0%
Investment Income	$63,834	0.4%
Bond Proceeds	$0
Royalties	$47,735	0.3%
Rental Property Income	$63,714	0.4%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$95	0.0%
Other Revenue	$10,083	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$240,533	2.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,982,305	41.1%

Assets/Debt
Total Assets	$21,912,270
Total Liabilities	$3,974,147
Net Assets	$17,938,123

Compensation

Key Employees and Officers	Compensation	Related	Other
Heidi Shierholz (President)	$209,231	$0	$32,313
Naomi Walker (Vice President)	$197,437	$0	$31,646
Lyle J Bivens (Chief Economist/Dir. Research)	$190,434	$0	$30,425
Celine Mcnicholas (Dir. Policy, General Counsel)	$183,189	$0	$27,348
Eve E Tahmincioglu (Dir Communications)	$172,598	$0	$32,816
Valerie R Wilson (Dir Of Pree)	$169,531	$0	$27,093
Elizabeth H Shuler (Chair)	$0	$0	$0
Julianne Malveaux (Vice Chair)	$0	$0	$0
Teresa Ghilarducci (Secretary)	$0	$0	$0
Gary Bass (Treasurer)	$0	$0	$0
Nina Banks (Member)	$0	$0	$0
Tom Conway (Member)	$0	$0	$0
Hector R Cordero Guzman (Member)	$0	$0	$0
Ernesto J Cortes Jr (Member)	$0	$0	$0
Ray Curry (Member)	$0	$0	$0
Keith Ellison (Member)	$0	$0	$0
Jeff Faux (Member)	$0	$0	$0
Jocelyn Frye (Member)	$0	$0	$0
Jose Garza (Member)	$0	$0	$0
Elise Gould (Member)	$0	$0	$0
Jacob Hacker (Member)	$0	$0	$0
Mary Kay Henry (Member)	$0	$0	$0
Robert Johnson (Member)	$0	$0	$0
Robert Kuttner (Member)	$0	$0	$0
Wilma Liebman (Member)	$0	$0	$0
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990

Filed on Aug. 28, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$8,123,876

Expenses

$12,164,164

Net Income

-$4,040,288

Net Assets

$13,819,870

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$7,981,595	98.2%
Program Services	$4,090	0.1%
Investment Income	$0
Bond Proceeds	$0
Royalties	$50,499	0.6%
Rental Property Income	$84,003	1.0%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$3,190	0.0%
Other Revenue	$499	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$423,307	3.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,878,143	40.1%

Assets/Debt
Total Assets	$18,630,204
Total Liabilities	$4,810,334
Net Assets	$13,819,870

Compensation

Key Employees and Officers	Compensation	Related	Other
Heidi Shierholz (President)	$200,000	$0	$28,790
Naomi Walker (Vice President)	$193,358	$0	$28,553
Robert Eck Scott (Dir Trade & Man Policy Research)	$184,835	$0	$29,734
Lyle J Bivens (Dir Of Research)	$178,938	$0	$26,749
Celine Mcnicholas (Dir Govt Affairs Labor Counsel)	$173,195	$0	$24,046
John T Schmitt (Snr Economist And Senior Advisor)	$172,400	$0	$30,726
Jasper G Cox (Dir Of Finance & Admin)	$164,100	$0	$30,743
Elizabeth H Shuler (Chair)	$0	$0	$0
Julianne Malveaux (Secretary)	$0	$0	$0
Gary Bass (Treasurer)	$0	$0	$0
Debra Ness (Member)	$0	$0	$0
Manuel Pastor (Member)	$0	$0	$0
Lori Pelletier (Member)	$0	$0	$0
Thomas Perez (Member)	$0	$0	$0
Becky Pringle (Member)	$0	$0	$0
Lee Saunders (Member)	$0	$0	$0
Christopher M Shelton (Member)	$0	$0	$0
Randi Weingarten (Member)	$0	$0	$0
Elise Gould (Member)	$0	$0	$0
Jacob Hacker (Member)	$0	$0	$0
Mary Kay Henry (Member)	$0	$0	$0
Robert Johnson (Member)	$0	$0	$0
Robert Kuttner (Member)	$0	$0	$0
Wilma Liebman (Member)	$0	$0	$0
Lisa Lynch (Member)	$0	$0	$0
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990

Filed on Oct. 11, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$16,459,436

Expenses

$10,418,323

Net Income

$6,041,113

Net Assets

$17,999,829

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$16,234,706	98.6%
Program Services	$1,381	0.0%
Investment Income	$132	0.0%
Bond Proceeds	$0
Royalties	$115,912	0.7%
Rental Property Income	$97,327	0.6%
Net Fundraising	$0
Sales of Assets	-$843
Net Inventory Sales	$1,725	0.0%
Other Revenue	$9,096	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$471,546	4.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,552,541	43.7%

Assets/Debt
Total Assets	$19,510,723
Total Liabilities	$1,510,894
Net Assets	$17,999,829

Compensation

Key Employees and Officers	Compensation	Related	Other
Heidi Shierholz (Dir. Pol., Then Pres (Trans. @ 8/21))	$173,052	$0	$27,580
Naomi Walker (Vice President)	$169,469	$0	$27,469
Arlene Williams (Dir. Of Dev. & Strategic Planning)	$168,586	$0	$32,531
John Schmitt (Sr. Economist & Sr. Advisor)	$167,049	$0	$31,087
Celine Mcnicholas (Dir., Gov't Affairs & Labor Counsel)	$162,231	$0	$23,492
Lyle J Bivens (Director Of Research)	$157,956	$0	$27,989
Jasper Cox (Director Of Finance & Aministration)	$148,017	$0	$30,938
Thea M Lee (President (Until 5/2021))	$87,733	$0	$7,094
Elizabeth H Shuler (Interim Chair)	$0	$0	$0
Julianne Malveaux (Secretary)	$0	$0	$0
Gary Bass (Treasurer)	$0	$0	$0
Nina Banks (Member)	$0	$0	$0
Hector R Cordero Guzman (Member)	$0	$0	$0
Tom Conway (Member)	$0	$0	$0
Ernesto J Cortes Jr (Member)	$0	$0	$0
Keith Ellison (Member)	$0	$0	$0
Jeff Faux (Member)	$0	$0	$0
Jose P Garza (Member)	$0	$0	$0
Elise Gould (Member)	$0	$0	$0
Teresa Ghilarducci (Member)	$0	$0	$0
Jacob Hacker (Member)	$0	$0	$0
Susan Helper (Member)	$0	$0	$0
Mary Kay Henry (Member)	$0	$0	$0
Robert Johnson (Member)	$0	$0	$0
Robert Kuttner (Member)	$0	$0	$0
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990

Filed on Nov. 14, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$12,377,435

Expenses

$7,919,271

Net Income

$4,458,164

Net Assets

$11,944,918

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$11,626,793	93.9%
Program Services	$13,220	0.1%
Investment Income	$0
Bond Proceeds	$0
Royalties	$552,883	4.5%
Rental Property Income	$184,539	1.5%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,141,860	14.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,648,536	46.1%

Assets/Debt
Total Assets	$13,495,270
Total Liabilities	$1,550,352
Net Assets	$11,944,918

Compensation

Key Employees and Officers	Compensation	Related	Other
Thea Lee (President/Executive Direct)	$180,938	$2,616	$17,073
Arlene Williams (Director Of Development An)	$166,578	$83	$31,654
John Schmitt (Vice President)	$163,916	$1,225	$29,779
Heidi Shierholz (Director Of Policy / Senio)	$158,300	$1,626	$28,686
Naomi Walker (Director Of Earn)	$158,203	$224	$28,000
Celine Mcnicholas (Director Of Government Aff)	$154,552	$2,806	$23,041
Lyle Bivens (Director Of Research)	$154,540	$1,377	$41,332
Lawrence Mishel (Distinguished Fellow)	$151,387	$76	$18,820
Robert Scott (Director Of Trade And Manu)	$142,483	$9,135	$33,701
Valerie Wilson (Director Of Pree)	$136,961	$1,058	$22,026
Monique Morrisey (Economist)	$135,544	$154	$23,033
Richard Trumka (Chairman)	$0	$0	$0
Julianne Malveaux (Secretary Treasurer)	$0	$0	$0
Gary Bass (Executive Committee Member)	$0	$0	$0
Nina Banks (Member)	$0	$0	$0
Tom Conway (Executive Committee Member)	$0	$0	$0
Hector R Cordero Guzman (Member)	$0	$0	$0
Ernesto J Cortes Jr (Member)	$0	$0	$0
Keith Ellison (Member)	$0	$0	$0
Jeff Faux (Executive Committee Member)	$0	$0	$0
Lily Eskelsen Garcia (Member)	$0	$0	$0
Rory Gamble (Member)	$0	$0	$0
Jose Garza (Member)	$0	$0	$0
Teresa Ghilarducci (Executive Committee Member)	$0	$0	$0
Jacob Hacker (Member)	$0	$0	$0
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990

Filed on Nov. 10, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$10,857,028

Expenses

$8,003,823

Net Income

$2,853,205

Net Assets

$7,477,285

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,278,524	94.7%
Program Services	$403,854	3.7%
Investment Income	$4,092	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$170,558	1.6%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,166,368	14.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,462,990	43.3%

Assets/Debt
Total Assets	$8,769,969
Total Liabilities	$1,292,684
Net Assets	$7,477,285

Compensation

Key Employees and Officers	Compensation	Related	Other
Thea Lee (President/Executive Director)	$179,065	$2,712	$42,818
Kathleen Townsend (Diretor Of Retirement Security Project)	$164,988	$455	$38,970
Arlene Williams (Director Of Development And Strategic Planning)	$163,203	$683	$38,604
John Schmitt (Vice President)	$161,750	$2,560	$38,703
Lyle Bivens (Director Of Research)	$153,378	$2,191	$36,644
Naomi Walker (Director Of Earn)	$151,476	$1,479	$36,028
Celine Mcnicholas (Director Of Government Affairs / Labor Counsel)	$150,996	$2,703	$36,204
Heidi Shierholz (Director Of Policy / Senior Economist)	$150,115	$6,649	$36,925
Lawrence Mishel (Distinguished Fellow)	$148,699	$747	$35,202
Robert Scott (Director Of Trade And Manufacturing Policy Researc)	$141,751	$4,485	$34,446
Richard Trumka (Chairman)	$0	$0	$0
Julianne Malveaux (Secretary Treasurer)	$0	$0	$0
Gary Bass (Executive Committee Member)	$0	$0	$0
Nina Banks (Member)	$0	$0	$0
Barry Bluestone (Member)	$0	$0	$0
Hector R Cordero Guzman (Member)	$0	$0	$0
Ernesto J Cortes Jr (Member)	$0	$0	$0
Keith Ellison (Member)	$0	$0	$0
Jeff Faux (Executive Committee Member)	$0	$0	$0
Lily Eskelsen Garcia (Member)	$0	$0	$0
Jose Garza (Member)	$0	$0	$0
Leo Gerard (Executive Committee Member)	$0	$0	$0
Teresa Ghilarducci (Executive Committee Member)	$0	$0	$0
Jacob Hacker (Member)	$0	$0	$0
Mary Kay Henry (Executive Committee Member)	$0	$0	$0
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990

Filed on July 28, 2020

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2018

Revenue

$8,020,337

Expenses

$6,699,574

Net Income

$1,320,763

Net Assets

$4,515,599

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$7,677,597	95.7%
Program Services	$247,168	3.1%
Investment Income	$5,055	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$169,331	2.1%
Net Fundraising	-$78,814
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,048,776	15.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,912,103	43.5%

Assets/Debt
Total Assets	$5,717,190
Total Liabilities	$1,201,591
Net Assets	$4,515,599

Compensation

Key Employees and Officers	Compensation	Related	Other
Thea Lee (Executive Director)	$188,775	$1,907	$10,723
Kathleen Townsend (Director Of Retirement Security Project)	$165,762	$0	$0
John Schmitt (Vice President)	$165,691	$3,381	$24,500
Arlene Williams (Director Of Development)	$163,847	$0	$10,400
Lyle Bivens (Research And Policy Director)	$152,724	$3,117	$30,880
Heidi Shierholz (Director Of Policy)	$148,953	$7,840	$21,955
Lawrence Mishel (Distinguished Fellow)	$145,120	$1,466	$27,780
Robert Scott (Director Of Trade And Manufacturing)	$140,180	$2,861	$30,005
Celine Mcnicholas (Director Of Law And Labor Policy)	$122,139	$13,571	$0
John Zipperer (Economist)	$118,596	$0	$17,625
John Cook (Director Of Finance And Administration)	$116,388	$1,176	$16,415
Richard Trumka (Chairman)	$0	$0	$0
Julianne Malveaux (Secretary Treasurer)	$0	$0	$0
Gary Bass (Executive Committee Member)	$0	$0	$0
Hector R Cordero Guzman (Member)	$0	$0	$0
Ernesto J Cortes Jr (Member)	$0	$0	$0
Keith Ellison (Member)	$0	$0	$0
Jeff Faux (Executive Committee Member)	$0	$0	$0
Lily Eskelsen Garcia (Member)	$0	$0	$0
Leo Gerard (Executive Committee Member)	$0	$0	$0
Teresa Ghilarducci (Executive Committee Member)	$0	$0	$0
Jacob Hacker (Member)	$0	$0	$0
Mary Kay Henry (Executive Committee Member)	$0	$0	$0
Alexis Herman (Member)	$0	$0	$0
Susan Helper (Member)	$0	$0	$0
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990

Filed on Nov. 12, 2019

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2017

Revenue

$4,832,110

Expenses

$6,502,386

Net Income

-$1,670,276

Net Assets

$3,199,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$4,611,537	95.4%
Program Services	$42,612	0.9%
Investment Income	$5,324	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$172,637	3.6%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$462,277	7.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,232,440	49.7%

Assets/Debt
Total Assets	$4,364,682
Total Liabilities	$1,165,396
Net Assets	$3,199,286

Compensation

Key Employees and Officers	Compensation	Related	Other
Lawrence Mishel (President)	$209,785	$0	$20,423
Arlene E Williams (Director Of Development An)	$160,601	$0	$28,093
Lyle J Bivens (Research And Policy Direct)	$152,864	$0	$23,423
Rachel Diane Stewart (Earn Director)	$148,010	$0	$28,831
Heidi Shierholz (Director Of Policy)	$142,498	$0	$18,932
Robert Scott (Director Of Trade And Manu)	$139,744	$0	$27,799
Elizabeth Jerome (Director Of Communications)	$139,421	$0	$26,743
Celine M Mcnicholas (Director Of Law And Labor Policy)	$120,075	$0	$9,717
John Cook (Director Of Finance And Ad)	$112,896	$0	$22,123
Ross Eisenbrey (Vice President)	$87,614	$0	$9,437
Julianne Malveaux (Secretary/Treasurer)	$0	$0	$0
Richard L Trumka (Chairman)	$0	$0	$0
Gary Bass (Director)	$0	$0	$0
Barry Bluestone (Director)	$0	$0	$0
Hector R Cordero Guzman (Director)	$0	$0	$0
Ernesto J Cortes Jr (Director)	$0	$0	$0
Keith Ellison (Director)	$0	$0	$0
Lily Eskelsen Garcia (Director)	$0	$0	$0
Jeff Faux (Director)	$0	$0	$0
Leo W Gerard (Director)	$0	$0	$0
Jacob Hacker (Director)	$0	$0	$0
Susan Helper (Director)	$0	$0	$0
Mary Kay Henry (Director)	$0	$0	$0
Alexis Herman (Director)	$0	$0	$0
Robert Johnson (Director)	$0	$0	$0
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990

Filed on Nov. 14, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$5,728,981

Expenses

$5,854,099

Net Income

-$125,118

Net Assets

$4,869,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$5,508,298	96.1%
Program Services	$58,842	1.0%
Investment Income	$4,182	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$157,659	2.8%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$515,923	8.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,758,180	47.1%

Assets/Debt
Total Assets	$5,957,070
Total Liabilities	$1,087,508
Net Assets	$4,869,562

Compensation

Key Employees and Officers	Compensation	Related	Other
Lawrence Mishel (President)	$205,581	$0	$20,590
Arlene E Williams (Director Of Development An)	$157,065	$0	$24,635
Lyle J Bivens (Research And Policy Direct)	$150,173	$0	$23,100
Robert Scott (Director Of Trade And Manu)	$136,590	$0	$27,496
Elizabeth Jerome (Director Of Communications)	$133,408	$0	$26,072
Ross Eisenbrey (Vice President)	$125,394	$0	$26,253
John Cook (Director Of Finance And Admin)	$115,783	$0	$22,322
Monique M Morrissey (Economist)	$109,891	$0	$20,317
Julianne Malveaux (Secretary/Treasurer)	$0	$0	$0
Richard L Trumka (Chairman)	$0	$0	$0
Christopher Shelton (Director)	$0	$0	$0
Susan Helper (Director)	$0	$0	$0
Robert Martinez Jr (Director)	$0	$0	$0
Ernesto J Cortes Jr (Director)	$0	$0	$0
Leo W Gerard (Director)	$0	$0	$0
Jacob S Hacker (Director)	$0	$0	$0
Teresa Ghilarducci (Director)	$0	$0	$0
Mary Kay Henry (Director)	$0	$0	$0
Alexis Herman (Director)	$0	$0	$0
Robert Johnson (Director)	$0	$0	$0
Robert Kuttner (Director)	$0	$0	$0
Debra Ness (Director)	$0	$0	$0
Pedro Noguera (Director)	$0	$0	$0
Manuel Pastor (Director)	$0	$0	$0
Randi Weingarten (Director)	$0	$0	$0
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990

Filed on Oct. 12, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$6,596,530

Expenses

$5,550,991

Net Income

$1,045,539

Net Assets

$4,994,680

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$6,423,143	97.4%
Program Services	$27,244	0.4%
Investment Income	$5,344	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$140,799	2.1%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$561,789	10.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,554,174	46.0%

Assets/Debt
Total Assets	$5,337,148
Total Liabilities	$342,468
Net Assets	$4,994,680

Compensation

Key Employees and Officers	Compensation	Related	Other
Lawrence Mishel (President)	$201,496	$0	$19,654
Arlene E Williams (Director Of Development And Strategic Planning)	$153,886	$0	$25,645
Lyle J Bivens (Research And Policy Director)	$147,719	$0	$22,086
Ross Eisenbrey (Vice President)	$135,109	$0	$26,000
Robert Scott (Director Of Trade And Manufacturing Policy Researc)	$125,899	$0	$25,391
Elizabeth Jerome (Director Of Communications)	$123,144	$0	$19,557
Monique M Morrissey (Economist)	$107,785	$0	$18,750
John H Cook (Director Of Finance And Administration)	$104,264	$0	$19,740
Julianne Malveaux (Secretary/Treasurer)	$0	$0	$0
Richard L Trumka (Chairman)	$0	$0	$0
R Thomas Buffenbarger (Director)	$0	$0	$0
Larry Cohen (Director)	$0	$0	$0
Ernesto J Cortes Jr (Director)	$0	$0	$0
Leo W Gerard (Director)	$0	$0	$0
Jacob S Hacker (Director)	$0	$0	$0
Teresa Ghilarducci (Director)	$0	$0	$0
Mary Kay Henry (Director)	$0	$0	$0
Alexis Herman (Director)	$0	$0	$0
Robert Johnson (Director)	$0	$0	$0
Robert Kuttner (Director (Emeritus))	$0	$0	$0
Debra Ness (Director)	$0	$0	$0
Pedro Noguera (Director)	$0	$0	$0
Manuel Pastor (Director)	$0	$0	$0
Randi Weingarten (Director)	$0	$0	$0
Rep Keith Ellison (Director)	$0	$0	$0
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990

Filed on Nov. 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$6,218,480

Expenses

$5,545,761

Net Income

$672,719

Net Assets

$3,949,141

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$6,120,525	98.4%
Program Services	$7,910	0.1%
Investment Income	$2,129	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$87,916	1.4%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$423,667	7.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,747,875	49.5%

Assets/Debt
Total Assets	$4,357,850
Total Liabilities	$408,709
Net Assets	$3,949,141

Compensation

Key Employees and Officers	Compensation	Related	Other
Lawrence Mishel (President)	$196,968	$0	$19,233
Ross Eisenbrey (Vice President)	$141,271	$0	$23,285
Thomas Hungerford (Senior Economist)	$141,175	$0	$22,891
Arlene E Williams (Director Of Development)	$140,795	$0	$21,889
Elizabeth R Jerome (Director Of Communications)	$138,647	$0	$21,253
Lyle J Bivens (Research And Policy Direct)	$134,177	$0	$20,146
Robert Scott (Director Of Trade And Manu)	$123,497	$0	$21,624
Geoffrey Faux (Director)	$33,005	$0	$3,222
Julianne Malveaux (Secretary/Treasurer)	$0	$0	$0
Richard L Trumka (Chairman)	$0	$0	$0
Barry Bluestone (Director (Emeritus))	$0	$0	$0
R Thomas Buffenbarger (Director)	$0	$0	$0
Larry Cohen (Director)	$0	$0	$0
Ernesto J Cortes Jr (Director)	$0	$0	$0
Leo W Gerard (Director)	$0	$0	$0
Jacob S Hacker (Director)	$0	$0	$0
Teresa Ghilarducci (Director)	$0	$0	$0
Mary Kay Henry (Director)	$0	$0	$0
Alexis Herman (Director)	$0	$0	$0
Robert Johnson (Director)	$0	$0	$0
Robert Kuttner (Director (Emeritus))	$0	$0	$0
Ray Marshall (Director (Emeritus))	$0	$0	$0
Debra Ness (Director)	$0	$0	$0
Pedro Noguera (Director)	$0	$0	$0
Manuel Pastor (Director)	$0	$0	$0
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990

Filed on Aug. 20, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$5,587,651

Expenses

$6,283,790

Net Income

-$696,139

Net Assets

$3,276,422

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$5,490,221	98.3%
Program Services	$49,006	0.9%
Investment Income	$6,415	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$42,009	0.8%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$444,227	7.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,035,350	48.3%

Assets/Debt
Total Assets	$3,974,110
Total Liabilities	$697,688
Net Assets	$3,276,422

Compensation

Key Employees and Officers	Compensation	Related	Other
Lawrence Mishel (President)	$220,158	$0	$21,622
Ross Eisenbrey (Vice President)	$154,759	$0	$20,929
Arlene E Williams (Director Of Development)	$146,210	$0	$19,968
Lyle J Bivens (Research And Policy Direct)	$140,796	$0	$20,400
Douglas J Hall (Director Of Earn)	$127,588	$0	$18,396
Robert Scott (Director Of Trade And Manu)	$125,973	$0	$18,588
Heidi Shierholz (Economist)	$117,090	$0	$17,361
Jeff Faux (Distinguished Fellow)	$24,274	$0	$2,485
Julianne Malveaux (Secretary/Treasurer)	$0	$0	$0
Richard L Trumka (Chairman)	$0	$0	$0
Barry Bluestone (Director)	$0	$0	$0
R Thomas Buffenbarger (Director)	$0	$0	$0
Larry Cohen (Director)	$0	$0	$0
Ernesto J Cortes Jr (Director)	$0	$0	$0
Phaedra Ellis Lamkins (Director)	$0	$0	$0
Leo W Gerard (Director)	$0	$0	$0
Jacob S Hacker (Director)	$0	$0	$0
Teresa Ghilarducci (Director)	$0	$0	$0
Joseph T Hansen (Director)	$0	$0	$0
Mary Kay Henry (Director)	$0	$0	$0
Alexis Herman (Director)	$0	$0	$0
Robert Johnson (Director)	$0	$0	$0
Bob King (Director)	$0	$0	$0
Robert Kuttner (Director)	$0	$0	$0
Donna Lenhoff (Director)	$0	$0	$0
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990

Filed on Sept. 15, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$5,013,159

Expenses

$6,043,042

Net Income

-$1,029,883

Net Assets

$3,972,561

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$4,909,077	97.9%
Program Services	$31,930	0.6%
Investment Income	$8,804	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$63,348	1.3%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$431,924	7.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,865,810	47.4%

Assets/Debt
Total Assets	$4,633,354
Total Liabilities	$660,793
Net Assets	$3,972,561

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$5,844,652

Expenses

$6,727,718

Net Income

-$883,066

Net Assets

$5,002,444

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$5,730,945	98.1%
Program Services	$49,594	0.8%
Investment Income	$3,788	0.1%
Bond Proceeds	$0
Royalties	$11,480	0.2%
Rental Property Income	$48,845	0.8%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,131,208	16.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,396,532	35.6%

Assets/Debt
Total Assets	$5,790,751
Total Liabilities	$788,307
Net Assets	$5,002,444

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated December 2, 2024

Economic Policy Institute

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $16.2M (2023)

Expenses $12.1M (2023)

Total Assets $21.9M (2023)

Total Liabilities $3.97M (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Revenue

$16.2M (2023)

Expenses

$12.1M (2023)

Total Assets

$21.9M (2023)

Total Liabilities

$3.97M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001