ECONOMIC POLICY INSTITUTE

WASHINGTON, DC, 20005-5960 (202) 775-8810 Est. 1984 EIN 52-1368964
V22F— Social Science Form 990 501(c)(3)
WWW.EPI.ORG

Mission

EPI USES THE TOOLS OF ECONOMICS TO BRING THE INTERESTS OF LOW- AND MIDDLE-INCOME WORKERS INTO ECONOMIC POLICY DISCUSSIONS. EPI'S RIGOROUS RESEARCH AND TRANSFORMATIVE IDEAS FORTIFY WORKER ORGANIZING, BUILD A SHARED UNDERSTANDING OF HOW POWER AND POLICY SHAPE ECONOMIC OUTCOMES, AND HELP DRIVE PROGRESSIVE POLICY CHANGE AT EVERY LEVEL OF GOVERNMENT. WE PARTNER WITH NATIONAL AND STATE GRASSROOTS ORGANIZATIONS, ACADEMICS, AND LABOR UNIONS TO ADVANCE OUR MISSION.

Giving Portfolio

Total Grants
161
Total Giving
$11.0M
Recipients
160
Years Active
2019 - 2024
Avg grant: $58,394 Median: $40,000

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
202450$3.8M $77K2228
202337$3.1M $83K1027
202253$3.5M $65K457
20208$376K $47K80
201913$260K $20K130

Sectors Funded

Public & Societal Benefit
28
Human Services
23
Civil Rights & Advocacy
18
Community Improvement
14
Social Science
13
Education
9
Employment
9
Crime & Legal-Related
6
and 8 more sectors

Top States

Missouri
12
Virginia
12
Colorado
10
Alabama
8
California
8
Wisconsin
7
Florida
7
New Mexico
7
and 24 more states

Grantee Size Profile

$1M - $5M
98
$5M - $10M
18
$100K - $500K
12
$500K - $1M
8
$10M - $50M
7
Over $50M
4

Top Grantees

$710K
OH - 3 grants
$524K
WI - 3 grants
$464K
$450K
$439K
$425K
$370K
AL - 4 grants
$350K
and 15 more grantees

Grants Awarded · 153 grants

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Financials

Total Revenue
$11,927,401
Total Expenses
$13,581,055
Net Assets
$16,346,566
58 employees 26 volunteers
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
14.4 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 26.2%
Expenses ↑ 12.1%
Revenue Sources
Contributions 96.3% Investment 2.8% Other 1.0%
Expense Breakdown
Program 83.6% Management 11.1% Fundraising 5.3%

Officers & Trustees (33)

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Filing History (6 filings)

YearRevenueExpensesNet Assets
2024 Form 990$11,927,401 $13,581,055$16,346,566
2023 Form 990$16,155,263 $12,114,104$17,938,123
2022 Form 990$8,123,876 $12,164,164$13,819,870
2020 Form 990$12,377,435 $7,919,271$11,944,918
2019 Form 990$10,857,028 $8,003,823$7,477,285
2018 Form 990$8,020,337 $6,699,574$4,515,599

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EIN: 52-1368964 · Source: IRS Form 990 e-file data