NonprofitsEconomic Policy Institute

Social Science

Economic Policy Institute

WASHINGTON, DC

Total revenue

$11.9M

Total expenses

$13.6M

Net assets

$16.3M

Grants received

$41.7M

189 grants

EIN

521368964

Tax year

2024

Mission

See part iii, line 1.

Programs

4 programs

Research: epi produces the highest quality research and policy analysis, wielding the tools of economics to advance the interests of working families. Program on race, ethnicity, and the economy (pree): pree uses research to explore and explain how race, ethnicity, and class intersect to affect economic outcomes in the united states.

Expenses: $2.7MGrants: $30K

Communications: epi effectively communicates its in-depth research and policy analysis in ways that can be understood and shared by a variety of audiences. Epi uses web tools, interactive maps and calculators, podcasts, video explainers, and social media to share our research and our policy analysis and recommendations.

Expenses: $951K

Policy: epi uses policy analysis and advocacy to build power for working people. Our experts provide testimony, speeches, and presentations, and they produce analyses and reports on a variety of issues facing workers.

Expenses: $945K

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.

Expenses: $927K

Financials

FY 2024

Revenue

Contributions & grants$11.5M
Program service revenue$3K
Investment income$336K
Other revenue$101K
Total revenue$11.9M

Expenses

Grants paid$3.9M
Salaries & benefits$7.0M
Fundraising$714K
Other expenses$2.7M
Total expenses$13.6M
Total assets$19.6M
Net assets$16.3M

People

33 listed

NameRoleCompensation

HEIDI SHIERHOLZ

PRESIDENT

Board

$239K

39.7 hrs/wk

HECTOR CORDERO-GUZMAN

MEMBER

Board

0.1 hrs/wk

ERNESTO CORTES JR

MEMBER

Board

0.1 hrs/wk

CLAUDE CUMMINGS

MEMBER

Board

0.1 hrs/wk

JENNIFER EPPS

MEMBER

Board

0.1 hrs/wk

SHAWN FAIN

MEMBER

Board

0.1 hrs/wk

JEFF FAUX

MEMBER

Board

0.1 hrs/wk

JOCELYN FRYE

MEMBER

Board

0.1 hrs/wk

JOSE P GARZA

MEMBER

Board

0.1 hrs/wk

ELISE GOULD

MEMBER

Board

0.1 hrs/wk

PRONITA GUPTA

MEMBER

Board

0.1 hrs/wk

HANNAH HALBERT

MEMBER

Board

0.1 hrs/wk

ROBERT KUTTNER

MEMBER

Board

0.1 hrs/wk

LISA LYNCH

MEMBER

Board

0.1 hrs/wk

DAVE MCCALL

MEMBER

Board

0.1 hrs/wk

MANUEL PASTOR

MEMBER

Board

0.1 hrs/wk

LORI PELLETIER

MEMBER

Board

0.1 hrs/wk

BECKY PRINGLE

MEMBER

Board

0.1 hrs/wk

LEE SAUNDERS

MEMBER

Board

0.1 hrs/wk

APRIL VERRETT

MEMBER

Board

0.1 hrs/wk

RANDI WEINGARTEN

MEMBER

Board

0.1 hrs/wk

BRIAN BRYANT

MEMBER

Board

0.1 hrs/wk

NINA BANKS

MEMBER

Board

0.1 hrs/wk

GARY BASS

TREASURER

Board

0.1 hrs/wk

TERESA GHILARDUCCI

SECRETARY

Board

0.1 hrs/wk

JULIANNE MALVEAUX

VICE CHAIR

Board

0.1 hrs/wk

ELIZABETH H SHULER

CHAIR

Board

0.1 hrs/wk

NAOMI WALKER

VICE PRESIDENT

Staff

$221K

40 hrs/wk

LYLE J BIVENS

CHIEF ECONOMIST/DIR. RESEA

Staff

$214K

40 hrs/wk

CELINE MCNICHOLAS

DIR. POLICY, GENERAL COUNS

Staff

$204K

40 hrs/wk

BARBARA WESTERN

CHIEF OPERATING OFFICER

Staff

$203K

40 hrs/wk

EVE E TAHMINCIOGLU

DIR COMMUNICATIONS

Staff

$200K

40 hrs/wk

VALERIE R WILSON

DIRECTOR OF PREE

Staff

$189K

40 hrs/wk

Independent contractors

DARKHORSE VISUALIZATION LP

CREATE DATA DASHBOARD

$480K

Grants received

Showing 189 of 189

FromAmountPurposeYear
$5.2M
81568 ANCHORING WORK TO MAKE FAMILIES AN ECONOMIC PRIORITY THROUGH THE SUPPORT OF A NEW POLICY ECOSYSTEM -- ECONOMIC POLICY INSTITUTE
2024
$1.4M
80879 STRENGTHENING COLLABORATION BETWEEN GRASSROOTS AND ADVOCACY ORGANIZATIONS TO REMOVE RACIAL BARRIERS TO ECONOMIC INCLUSION FOR CHILDREN AND FAMILIES
2024
$950K
GENERAL SUPPORT
2024
$710K
General operating support
2024
$200K
PROJECT SUPPORT FOR SOUTH EIS TO ADVANCE SOCIAL AND ECONOMIC MOBILITY IN THE SOUTH
2024
$150K
THINK TANK TO BROADEN DISCUSSION OF ECONOMIC ISSUES TO INCLUDE LOWER/MIDDLE CLASS
2024
$120K
GENERAL SUPPORT
2024
$100K
FINANCIAL SUPPORT
2024
$50K
82025 SUPPORTING EARNCON 2024
2024
$50K
EDUCATION & TRAINING PROGRAM
2024
$38K
80912 SUPPORTING THE ECONOMIC POLICY INSTITUTE IN ADVANCING WOMEN OF COLOR'S LEADERSHIP AND IN FOSTERING ECONOMIC INCLUSION, 2023-2024
2024
$25K
TO REPORT ON WAGE THEFT ACROSS ALL STATES.
2024
$20K
80830 SUPPORTING THE ECONOMIC POLICY INSTITUTE IN A CO-DESIGN PROCESS TO ALIGN POLICY ECOSYSTEMS FOR CHILDREN'S AND FAMILIES' ECONOMIC INCLUSION
2024
$10K
CONTRIBUTION
2024
$200
TO FURTHER DONEE'S EXEMPT PURPOSE
2024
$1.6M
U.S. ECONOMIC MOBILITY & OPPORTUNITY
2023
$1M
GENERAL OPERATING SUPPORT
2023
$1M
TOWARD 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.
2023
$884K
CORE 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.
2023
$725K
For grant recipient's exempt purposes
2023
$588K
TO SUPPORT EDUCATION AND OUTREACH TO BUILD A CLEAN ENERGY FUTURE.
2023
$500K
To support Grantee's project, EARN
2023
$328K
CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
2023
$301K
Jobs and Family Economic Security
2023
$250K
EARN IN THE SOUTH (EIS) ADVANCES SOCIAL AND ECONOMIC MOBILITY IN THE SOUTH BY BUILDING THE CAPACITY OF, AND STRENGTHENING REGIONAL COLLABORATION BETWEEN, POLICY ADVOCACY AND GRASSROOTS ORGANIZATIONS.
2023
$225K
ELEVATING THE PROFESSION
2023
$206K
TO SUPPORT THE DEVELOPMENT OF COMPREHENSIVE SOLUTIONS TO ADDRESS THE NATION'S LONG-TERM FISCAL CHALLENGES, AS PART OF THE PETER G. PETERSON FOUNDATION SOLUTIONS INITIATIVE.
2023
$200K
General operating support
2023
$200K
FOR GENERAL OPERATING SUPPORT
2023
$200K
GENERAL SUPPORT
2023
$155K
CORE SUPPORT TO BUILDING THE CASE NATIONALLY FOR TREATING PLATFORMS WITH ECONOMIC SECURITY AND FLEXIBILITY, AND DEVELOP THE CASE FOR THE PROPER ENFORCEMENT OF LABOR LAWS WITH PLATFORM COMPANIES.
2023
$150K
THINK TANK TO BROADEN DISCUSSION OF ECONOMIC ISSUES TO INCLUDE LOWER/MIDDLE CLASS
2023
$102K
PUBLIC, SOCIETAL BENEFIT
2023
$100K
GENERAL SUPPORT
2023
$100K
FINANCIAL SUPPORT
2023
$100K
SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS
2023
$100K
FINANCIAL SUPPORT
2023
$100K
EDUCATION & TRAINING PROGRAM
2023
$100K
FOR STRATEGIC PLANNING
2023
$75K
GENERAL CONTRIBUTION
2023
$60K
General operating support
2023
$30K
GENERAL OPERATING SUPPORT
2023
$25K
GENERAL SUPPORT
2023
$25K
PROGRAMMATIC SUPPORT
2023
$20K
ALL CONTRIBUTIONS WERE MADE FOR THE GENERAL, CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSE OF EACH ORGANIZATION.
2023
$15K
DONATIONS - LABOR RELATED
2023
$12K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$10K
CONTRIBUTION
2023
$10K
CHARITABLE CONTRIBUTION
2023
$6K
TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM.
2023
$250
COUNTER RISING INEQUALITY, LOW WAGES
2023
$200
TO FURTHER DONEE'S EXEMPT PURPOSE
2023
$1M
TOWARD 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.
2022
$1M
GENERAL OPERATING SUPPORT
2022
$811K
CORE 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.
2022
$735K
For grant recipient's exempt purposes
2022
$675K
GENERAL SUPPORT AND CORE SUPPORT FOR INSTITUTIONAL STRENGTHENING
2022
$650K
GENERAL PURPOSE AND LABOR STANDARDS ENFORCEMENT PROJECT
2022
$500K
To support Grantee's project, the Economic Analysis and Research Network (EARN)
2022
$327K
CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
2022
$300K
TO PROMOTE EDUCATION AND ANALYSIS ON THE BENEFITS OF CLEAN TRANSPORTATION.
2022
$225K
FINANCIAL ASSISTANCE
2022
$225K
General Support
2022
$200K
EARN IN THE SOUTH (EIS) ADVANCES SOCIAL AND ECONOMIC MOBILITY IN THE SOUTH BY BUILDING THE CAPACITY OF, AND STRENGTHENING REGIONAL COLLABORATION BETWEEN, POLICY ADVOCACY AND GRASSROOTS ORGANIZATIONS.
2022
$200K
FOR GENERAL OPERATING SUPPORT
2022
$200K
TO SUPPORT PUBLIC EDUCATION, ENGAGEMENT AND RESEARCH ON FISCAL POLICY.
2022
$150K
THINK TANK TO BROADEN DISCUSSION OF ECONOMIC ISSUES TO INCLUDE LOWER/MIDDLE CLASS
2022
$145K
CORE SUPPORT TO BUILDING THE CASE NATIONALLY FOR TREATING PLATFORMS WITH ECONOMIC SECURITY AND FLEXIBILITY, AND DEVELOP THE CASE FOR THE PROPER ENFORCEMENT OF LABOR LAWS WITH PLATFORM COMPANIES.
2022
$120K
GENERAL SUPPORT
2022
$108K
PUBLIC, SOCIETAL BENEFIT
2022
$100K
ANNUAL CONTRIBUTION
2022
$100K
EDUCATION & TRAINING PROGRAM
2022
$100K
FINANCIAL SUPPORT
2022
$100K
EDUCATION & TRAINING PROGRAM
2022
$75K
GENERAL CONTRIBUTION
2022
$50K
To support research on labor enforcement
2022
$40K
ADVANCING NELP'S MISSION THROUGH PARTNERS
2022
$30K
GENERAL SUPPORT
2022
$30K
PROGRAMMATIC SUPPORT
2022
$15K
DONATIONS - LABOR RELATED
2022
$10K
EQUITY, HUMAN RIGHTS, AND ECONOMIC EMPOWERMENT
2022
$10K
EQUITY, HUMAN RIGHTS, AND ECONOMIC EMPOWERMENT
2022
$10K
CONTRIBUTION
2022
$9K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$5K
TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM.
2022
$1K
GENERAL OPERATIONS SUPPORT
2022
$400
TO FURTHER DONEE'S EXEMPT PURPOSE
2022
$741K
For grant recipient's exempt purposes
2021
$741K
For grant recipient's exempt purposes
2021
$500K
promote greater understanding and support of efforts to improve employment, wages, income and wealth in communities of color, in the American South, through the Program on Race, Ethnicity, and the Economy (PREE) and Economic Analysis and Research Network (EARN)
2021
$275K
MACROECONOMIC POLICY RESEARCH
2021
$225K
General Support
2021
$200K
FINANCIAL ASSISTANCE
2021
$200K
TO SUPPORT PUBLIC EDUCATION, ENGAGEMENT AND RESEARCH ON FISCAL POLICY.
2021
$175K
GENERAL CONTRIBUTION
2021
$120K
PUBLIC, SOCIETAL BENEFIT
2021
$100K
FINANCIAL SUPPORT
2021
$100K
FINANCIAL SUPPORT
2021
$50K
SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS
2021
$10K
DONATIONS - LABOR RELATED
2021
$10K
CONTRIBUTION
2021
$8K
For recipient's exempt purpose
2021
$6K
UNRESTRICTED
2021
$5K
TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM.
2021
$200
RESEARCH INSTITUTION
2021
$745K
For grant recipient's exempt purposes
2020
$675K
GENERAL PURPOSE AND LABOR STANDARDS ENFORCEMENT PROJECT
2020
$675K
General support and core support for institutional strengthening
2020
$500K
promote greater understanding and support of efforts to improve employment, wages, income and wealth in communities of color, in the American South, through the Program on Race, Ethnicity, and the Economy (PREE) and Economic Analysis and Research Network (EARN)
2020
$500K
To support Grantee's project, the Economic Analysis and Research Network (EARN)
2020
$500K
Core support to conduct research and public education on fiscal and monetary policy and to support EARN groups in states on these issues
2020
$275K
ANALYSIS OF THE EMPLOYMENT EFFECTS OF A SHIFT TO ELECTRIC VEHICLES
2020
$275K
MACROECONOMIC POLICY RESEARCH
2020
$250K
FOR GENERAL OPERATING EXPENSES
2020
$200K
TO SUPPORT PUBLIC EDUCATION, ENGAGEMENT AND RESEARCH ON FISCAL POLICY.
2020
$200K
COVID-19 Response
2020
$167K
TO PROMOTE WAGES, JOB QUALITY AND EQUITY TO ADVANCE SOCIAL AND ECONOMIC MOBILITY FOR WORKERS AND THEIR FAMILIES IN THE SOUTH.
2020
$150K
THINK TANK TO BROADEN DISCUSSION OF ECONOMIC ISSUES TO INCLUDE LOWER/MIDDLE CLASS
2020
$150K
GENERAL SUPPORT
2020
$150K
GENERAL SUPPORT
2020
$140K
COVID-19 Response
2020
$120K
GENERAL SUPPORT
2020
$100K
GENERAL SUPPORT
2020
$100K
FINANCIAL SUPPORT
2020
$100K
FINANCIAL SUPPORT
2020
$60K
PROJECT SUPPORT - PREEMPTION REPORT
2020
$57K
GENERAL SUPPORT
2020
$54K
PUBLIC, SOCIETAL BENEFIT
2020
$50K
GENERAL CONTRIBUTION
2020
$50K
FUTURE OF WORKERS
2020
$25K
FUNDING SUPPORT FOR A SECOND YEAR RAPOPORT POST COLLEGIATE FELLOWSHIP
2020
$25K
GENERAL SUPPORT
2020
$14K
EQUALITY, HUMAN RIGHTS, AND ECONOMIC EMPOWERMENT
2020
$11K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$10K
CHARITABLE CONTRIBUTION
2020
$10K
CAPACITY BUILDING
2020
$10K
CONTRIBUTION
2020
$5K
TO SUPPORT THE PETER G. PETERSON FOUNDATION FISCAL INTERNSHIP PROGRAM.
2020
$3K
CHARITABLE TO SUPPORT ORGANIZATION'S MISSION
2020
$3K
TO FURTHER CHARITABLE WORKS.
2020
$400
TO FURTHER DONEE'S EXEMPT PURPOSE
2020
$100
RESEARCH INSTITUTION
2020
$740K
For grant recipient's exempt purposes
2019
$435K
support analysis and production of southern focused reports in order to inform debates centered around improving financial stability for low-wage workers of color
2019
$200K
FINANCIAL ASSISTANCE
2019
$115K
CAPACITY BUILDING
2019
$100K
GENERAL CONTRIBUTION
2019
$57K
PUBLIC, SOCIETAL BENEFIT
2019
$40K
SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS
2019
$10K
CHARITABLE CONTRIBUTION
2019
$975K
For grant recipient's exempt purposes
2018
$98K
CONTRIBUTION
2018
$10K
THIS GRANT WILL BE USED FOR GENERAL OPERATING SUPPORT.
2018
$5K
TO BENEFIT PUBLIC CHARITABLE ORGANIZATION
2018
$200
TO FURTHER DONEE'S EXEMPT PURPOSE
2018
$100
GENERAL OPERATING SUPPORT
2018
$675K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
$150K
General support
2017
$100K
Support for research at the nexus of enforcement and forced arbitration
2017
$11K
SOCIAL SERVICES/SOCIAL BENEFITS
2017
$8K
BROADER, BOLDER APPROACH TO EDUCATION
2017

Funded by

$41.7M from 70 funders · 189 grants · 2017–2024

The Robert Wood Johnson Foundation

$6.7M · 5 grants · 2024

Fidelity Investments Charitable Gift Fund

$6.1M · 8 grants · 2017–2023

The Ford Foundation

$5.0M · 10 grants · 2020–2024

Wellspring Philanthropic Fund Inc

$2M · 2 grants · 2022–2023

The Rockefeller Foundation

$2M · 2 grants · 2022–2023

WK Kellogg Foundation

$1.7M · 4 grants · 2019–2023

Gates Foundation

$1.6M · 1 grant · 2023

Omidyar Network Fund Inc

$1.6M · 4 grants · 2020–2023

Details

EIN521368964
NTEE codeV22F
Subsection03
Ruling date1985-09
Formed1984
Employees58
Volunteers26
ECONOMIC POLICY INSTITUTE — Mission, Financials & Grants Received | Grantivo