Civic Intelligence

Epi Policy Center

990EZ • Fiscal year 2023 • EIN 20-1173919

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 28, 2024

1225 Eye Street NW 600Washington, DC 20005

(202) 755-8810

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-589%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

31st percentile

-7.9%

Faster asset growth than 31% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-97%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$267,632

Down $23,061 (-7.9%) from 2022

Net Assets

Down

$267,632

Down $23,061 (-7.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$3,913

Down $148,427 (-97%) from 2022

Expenses

Up

$26,974

Up $8,473 (+46%) from 2022

Net Income

Down

-$23,061

Down $156,900 (-117%) from 2022

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

2023

Assets$267,632
Liabilities$0
Net Assets$267,632

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

2023

Revenue$3,913
Expenses$26,974
Net Income-$23,061
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 28, 2024
Return Version
2023v5.1
Gross Receipts
$3,913
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.

The corporation is organized to ensure that the voices of working people are represented in congress and throughout the government and works to advocate and lobby for policies, administrative rules, and judicial nominees that achieve economic, gender, and racial justice. The corporation also works to shine a light on the records, campaign pledges and platforms, and statements of candidates for office highlighting the impact of those policies and correcting the record when false claims are made.

Program Services

DescriptionGrantsExpenses
THE EPI ACTION 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 INDIVIDUALS 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$26,974
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI SHIERHOLZOfficer-$0--
CHRIS OWENSChair-$0--
CONNIE RAZZASecretary-$0--
GARY BASSDirector-$0--
JEFF FAUXDirector-$0--
TERESA GHILARDUCCIDirector-$0--
STEVE KRIESBERGDirector-$0--
ROBERT KUTTNERDirector-$0--
MARK LEVINSONDirector-$0--
JULIANNE MALVEAUXDirector-$0--
LIZ SHULERDirector-$0--
MIKE WESSELDirector-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Epi Action
EIN
20-1173919
Phone
2027558810
Address
1225 EYE STREET NW 600, WASHINGTON, DC 20005

Signing Officer

Name
Heidi Shierholz
Title
Officer
Phone
2027558810
Signed
2024-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Elizabeth W Heller
Phone
3019519090
Supplemental Narrative

Additional Explanations

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

Description: interest. Amount: 2,540.

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

Description: overhead. Amount: 2,407. Description: staff travel. Amount: 116. Description: advertising. Amount: 95. Description: subscriptions. Amount: 157. Description: miscellaneous. Amount: 299. Total to form 990-ez, line 16: 3,074.

Form 990-ez, Part II, Line 24 - Other Assets

Description: deposits. Beg. Of year amount: 98. End of year amount: 0. Description: due from epi. Beg. Of year amount: 119,059. End of year amount: 92,085.

Raw XML Appendix168 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/PrimaryExemptPurposeTxt0THE CORPORATION IS ORGANIZED TO ENSURE THAT THE VOICES OF WORKING PEOPLE ARE REPRESENTED IN CONGRESS AND THROUGHOUT THE GOVERNMENT AND WORKS TO ADVOCATE AND LOBBY FOR POLICIES, ADMINISTRATIVE RULES, AND JUDICIAL NOMINEES THAT ACHIEVE ECONOMIC, GENDER, AND RACIAL JUSTICE. THE CORPORATION ALSO WORKS TO SHINE A LIGHT ON THE RECORDS, CAMPAIGN PLEDGES AND PLATFORMS, AND STATEMENTS OF CANDIDATES FOR OFFICE HIGHLIGHTING THE IMPACT OF THOSE POLICIES AND CORRECTING THE RECORD WHEN FALSE CLAIMS ARE MADE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 2,540.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OVERHEAD. AMOUNT: 2,407. DESCRIPTION: STAFF TRAVEL. AMOUNT: 116. DESCRIPTION: ADVERTISING. AMOUNT: 95. DESCRIPTION: SUBSCRIPTIONS. AMOUNT: 157. DESCRIPTION: MISCELLANEOUS. AMOUNT: 299. TOTAL TO FORM 990-EZ, LINE 16: 3,074.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 98. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE FROM EPI. BEG. OF YEAR AMOUNT: 119,059. END OF YEAR AMOUNT: 92,085.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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ReturnHeader/ReturnTs02024-08-28T08:39:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings