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Research and Public Policy : Social and Public Policy Research

Economic Policy Institute

Research and ideas for shared prosperity

four stars

90.20

1225 Eye Street NW Suite 600
Washington, DC 20005
tel: (202) 775-8810   Web Site
EIN: 52-1368964

Board Leadership
Richard L. Trumka
Chair

CEO
Thea Lee
President

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 90.20 four stars
  Financial 86.74 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 05/01/2018 and includes data from FY2016, the most recent 990 received at that time.

Established in 1986, the Economic Policy Institute (EPI) is a nonpartisan think thank that seeks to broaden the discussion about economic policy to include the interests of low- and middle-income workers. EPI was the first -and remains the premier - organization to focus on the economic condition of low- and middle-income Americans and their families. Its careful research on the status of American workers has become the gold standard in that field. EPI's staff includes eight Ph.D.-level researchers, a half dozen policy analysts and research assistants, and a full communications and outreach staff. EPI also works closely with a national network of prominent scholars. The institute conducts original research according to strict standards of objectivity, and couples its findings with outreach and popular education.

Established in 1986, the Economic Policy Institute (EPI) is a nonpartisan think thank that seeks to broaden the discussion about economic policy to include the interests of low- and middle-income workers. EPI was the first -and remains the premier - organization to focus on the economic condition of low- and middle-income Americans and their families. Its careful research on the status of American workers has become the gold standard in that field. EPI's staff includes eight Ph.D.-level researchers, a half dozen policy analysts and research assistants, and a full communications and outreach staff. EPI also works closely with a national network of prominent scholars. The institute conducts original research according to strict standards of objectivity, and couples its findings with outreach and popular education.

Financial

three stars

86.74

Accountability & Transparency

four stars

96.00

This rating was published 05/01/2018 and includes data from FY2016, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
89.0%
  Administrative Expenses 3.7%
  Fundraising Expenses 7.2%
  Fundraising Efficiency $0.06
  Working Capital Ratio (years) 0.86
  Program Expenses Growth 0.7%
  Liabilities to Assets 18.2%
All data for Financial Performance Metrics calculations was provided by Economic Policy Institute on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Economic Policy Institute on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Economic Policy Institute (DC) 90.20 four stars
Northeast Organic Farming Association of Vermont (VT) 92.20 four stars
SPUR (CA) 88.07 three stars
Mercatus Center (VA) 88.81 three stars
Center for Strategic and Budgetary Assessments (DC) 87.21 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $5,508,298
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $5,508,298
   Program Service Revenue $58,842
Total Primary Revenue $5,567,140
   Other Revenue $161,841
TOTAL REVENUE $5,728,981
   
EXPENSES  
   Program Expenses $5,224,782
   Administrative Expenses $199,038
   Fundraising Expenses $430,279
TOTAL FUNCTIONAL EXPENSES $5,854,099
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-125,118
   
Net Assets $4,869,562

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Research & Policy Projects $4,452,219 85.2%
Policy Development $456,900 8.7%
Public Education $315,663 6.0%

Ratings History
Economic Policy Institute has received 3 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-12 05/01/2018 90.20 four stars
2015-12 06/01/2017 91.13 four stars
2014-12 06/01/2016 90.36 four stars
 
CN 2.0
2014-12 02/01/2016 85.13 three stars
2013-12 06/01/2015 82.50 three stars
2012-12 12/01/2013 84.77 three stars
2011-12 07/01/2013 88.95 three stars
2010-12 04/01/2012 86.84 three stars
2009-12 09/20/2011 86.31 three stars
 
CN 1.0
2009-12 06/01/2011 92.88 four stars
2008-12 07/01/2010 84.08 three stars
2007-12 04/01/2009 78.82 two stars
2006-12 05/01/2008 79.12 two stars
2005-12 07/01/2007 85.19 three stars
2004-12 05/01/2006 81.20 three stars
2003-12 04/01/2005 83.94 three stars
2002-12 04/01/2004 82.69 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 52-1368964
Name in IRS Master File ECONOMIC POLICY INSTITUTE
NTEE Code V22
NTEE Classification Economics (as a social science)
NTEE Type Social Science Research Institutes, Services
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (123) Discussion groups, forums, panels lectures, etc.
(124) Study and research (non-scientific)
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date September, 1985
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$205,581 3.51% Lawrence Mishel President

Highly Rated

Charity Name & State Overall Score Overall Rating
Economic Policy Institute (DC) 90.20 four stars
Atlas Network (VA) 92.71 four stars
National Skills Coalition (DC) 89.39 three stars
Colorado Health Institute (CO) 91.92 four stars
Oldways Preservation Trust (MA) 85.00 three stars

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Charity Contact Info

Economic Policy Institute
1225 Eye Street NW
Suite 600
Washington, DC 20005
tel: (202) 775-8810
fax: (202) 775-0819
EIN: 52-1368964

Visit Web Site

Board Leadership

Richard L. Trumka
Chair

CEO

Thea Lee
President

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