EPI POLICY CENTER

EIN: 201173919

WASHINGTON, DC

Total Revenue
$363,161
Total Expenses
$334,957
Total Assets
$100,169
Net Assets
$40,445
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
DC
Principal Officer
HEIDI SHIERHOLZ
Phone
2027558810
Tax Period
2020-01-01 to 2020-12-31

EPI POLICY CENTER, founded in 2004, is a small nonprofit that reported $363K in total revenue in fiscal year 2020. Revenue surged 117% from the prior year, signaling strong growth momentum. Expenses of $335K left a modest 8% surplus.

Mission

THE CORPORATION IS ORGANIZED FOR THE ADVANCEMENT OF SOCIAL WELFARE, INCLUDING, BUT NOT LIMITED TO, ADVOCATING AND WORKING TO BRING ABOUT LEGISLATIVE MEASURES THAT WILL ACHIEVE A PROSPEROUS, FAIR AND SUSTAINABLE ECONOMY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $362,916
Program Service Revenue $0
Investment Income $245
Other Revenue $0
TOTAL REVENUE $363,161

Expense Breakdown

Grants Paid $250,000
Salaries & Benefits $54,384
Fundraising Expenses $0
Program Expenses $331,232
Other Expenses $30,573
TOTAL EXPENSES $334,957

Year-over-Year Comparison

2020 2019 Change
Revenue $363,161 $167,547 +1.2%
Expenses $334,957 $133,002 +1.5%
Net Income $28,204 $34,545 -0.2%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
10
Employees
42
Volunteers
11

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$200,627
Total Directors
12
$200,627
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
THEA LEE DIRECTOR 0.10
Officer Director
$2,616 $17,073 $200,627
ARLENE WILLIAMS DIRECTOR OF DEVELOPMENT AND STRATEGIC PLANNING 0.10
Highest
$83 $31,654 $198,315
JOHN SCHMITT VICE PRESIDENT 0.10
Highest
$1,225 $29,779 $194,920
HEIDI SHIERHOLZ DIRECTOR OF POLICY / SENIOR ECONOMIST 0.10
Highest
$1,626 $28,686 $188,612
NAOMI WALKER DIRECTOR OF EARN 0.10
Highest
$224 $28,000 $186,427
CELINE MCNICHOLAS DIRECTOR OF GOVERNMENT AFFAIRS / LABOR COUNSEL 0.10
Highest
$2,806 $23,041 $180,399
RICHARD TRUMKA CHAIR 0.10
Officer Director
$0 $0 $0
JULIANNE MALVEAUX SECRETARY/TREASURER 0.10
Officer Director
$0 $0 $0
GARY BASS DIRECTOR 0.10
Director
$0 $0 $0
TOM CONWAY DIRECTOR 0.10
Director
$0 $0 $0
LEE SAUNDERS DIRECTOR 0.10
Director
$0 $0 $0
JEFF FAUX DIRECTOR 0.10
Director
$0 $0 $0
RANDI WEINGARTEN DIRECTOR 0.10
Director
$0 $0 $0
TERESA GHILARDUCCI DIRECTOR 0.10
Director
$0 $0 $0
GARY JONES DIRECTOR 0.10
Director
$0 $0 $0
MARY KAY HENRY DIRECTOR 0.10
Director
$0 $0 $0
ROBERT KUTTNER DIRECTOR 0.10
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2020 $363,161 $334,957 $100,169 $28,204
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