Civic Intelligence

Epi Policy Center

990EZ • Fiscal year 2019 • EIN 20-1173919

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 28, 2020

1225 Eye Street NW No 600Washington, DC 20005

(202) 755-8810

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

96th percentile

0.92x

Higher debt load relative to assets than 96% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

0.79x

Higher debt load relative to revenue than 93% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

79th percentile

21%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

89th percentile

$3,351

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

2.1%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

0.4%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$145,288

Up $2,957 (+2.1%) from 2018

Net Assets

Up

$12,241

Up $34,545 (+155%) from 2018

Liabilities

Down

$133,047

Down $31,588 (-19%) from 2018

Revenue

Up

$167,547

Up $604 (+0.4%) from 2018

Expenses

Down

$133,002

Down $31,632 (-19%) from 2018

Net Income

Up

$34,545

Up $32,236 (+1396%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0-$100KAssets 2017: $121,981Liabilities 2017: $146,594Net Assets 2017: -$24,6132017Assets 2018: $142,331Liabilities 2018: $164,635Net Assets 2018: -$22,3042018Assets 2019: $145,288Liabilities 2019: $133,047Net Assets 2019: $12,2412019Assets 2020: $100,169Liabilities 2020: $59,724Net Assets 2020: $40,4452020Assets 2022: $290,693Liabilities 2022: $0Net Assets 2022: $290,6932022Assets 2023: $267,632Liabilities 2023: $0Net Assets 2023: $267,6322023Assets 2024: $366,074Liabilities 2024: $152,573Net Assets 2024: $213,5012024

Highlighted filing

2019

Assets$145,288
Liabilities$133,047
Net Assets$12,241

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2017: $179,926Expenses 2017: $146,593Net Income 2017: $33,3332017Revenue 2018: $166,943Expenses 2018: $164,634Net Income 2018: $2,3092018Revenue 2019: $167,547Expenses 2019: $133,002Net Income 2019: $34,5452019Revenue 2020: $363,161Expenses 2020: $334,957Net Income 2020: $28,2042020Revenue 2022: $152,340Expenses 2022: $18,501Net Income 2022: $133,8392022Revenue 2023: $3,913Expenses 2023: $26,974Net Income 2023: -$23,0612023Revenue 2024: $190,528Expenses 2024: $244,659Net Income 2024: -$54,1312024

Highlighted filing

2019

Revenue$167,547
Expenses$133,002
Net Income$34,545
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 28, 2020
Return Version
2019v5.1
Gross Receipts
$167,547
Mission and Program Overview

Mission

The epi policy center is a nonpartisan advocacy and education organization dedicated to developing and advocating for legislative measures to achieve a prosperous, fair, and sustainable economy.

Program Services

DescriptionGrantsExpenses
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 WELFARE OF THE NATION, ORGANIZES COALITIONS OF ORGANIZATIONS AND INVIDIDUALS TO ADVOCATE FOR A STRONGER, FAIRER ECONOMY THROUGH SPECIFIC POTENTIAL LEGISLATIVE ACTIONS, AND LOBBIES LEGISLATORS AND THEIR STAFF TO ADVOCATE FOR BETTER OUTCOMES IN THE LEGISLATIVE PROCESS.$0$133,003
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THEA LEEDirector-$2,712$639$3,351
GARY BASSDirector-$0--
JEFF FAUXDirector-$0--
LEO GERARDDirector-$0--
TERESA GHILARDUCCIDirector-$0--
MARY KAY HENRYDirector-$0--
ROBERT KUTTNERDirector-$0--
LEE SAUNDERSDirector-$0--
RANDI WEINGARTENDirector-$0--
RICHARD TRUMKAChair-$0--
JULIANNE MALVEAUXSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Epi Policy Center
EIN
20-1173919
Phone
2027558810
Address
1225 EYE STREET NW NO 600, WASHINGTON, DC 20005

Signing Officer

Name
Thea Lee
Title
President
Phone
2027558810
Signed
2020-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Squire Lemkin Company Llp
Address
111 ROCKVILLE PIKE SUITE 475, ROCKVILLE, MD 20850
Preparer
Tracy M Morey
Phone
3014246800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 558.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: fees/bank charges. Amount: 255. Description: accounting fees. Amount: 8,451. Description: office expense. Amount: 27,354. Total to form 990-ez, line 16: 36,060.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to economic policy institute. Beg. Of year amount: 164,635. End of year amount: 133,047.

Raw XML Appendix172 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OperateHospitalInd00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE EPI POLICY CENTER IS A NONPARTISAN ADVOCACY AND EDUCATION ORGANIZATION DEDICATED TO DEVELOPING AND ADVOCATING FOR LEGISLATIVE MEASURES TO ACHIEVE A PROSPEROUS, FAIR, AND SUSTAINABLE ECONOMY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 558.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FEES/BANK CHARGES. AMOUNT: 255. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 8,451. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 27,354. TOTAL TO FORM 990-EZ, LINE 16: 36,060.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE TO ECONOMIC POLICY INSTITUTE. BEG. OF YEAR AMOUNT: 164,635. END OF YEAR AMOUNT: 133,047.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-02-16 14:24:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0THEA LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02027558810
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EPI POLICY CENTER
ReturnHeader/Filer/BusinessNameControlTxt0EPIP
ReturnHeader/Filer/EIN0201173919
ReturnHeader/Filer/PhoneNum02027558810
ReturnHeader/Filer/USAddress/AddressLine1Txt01225 EYE STREET NW NO 600
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ReturnHeader/FilingSecurityInformation/IPDt02020-07-28
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ReturnHeader/FilingSecurityInformation/IPTm007:54:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522041603
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SQUIRE LEMKIN COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 ROCKVILLE PIKE SUITE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
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ReturnHeader/PreparerPersonGrp/PhoneNum03014246800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY M MOREY
ReturnHeader/ReturnTs02020-07-28T08:41:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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