ECONOMIC POLICY INSTITUTE

WASHINGTON, DC, 20005 (202) 775-8810 Est. 1984 EIN 52-1368964
V22F - Social Science 990 - Public charity return 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
199
Total Giving
$15.1M
Recipients
198
Years Active
2019 - 2025
Avg grant: $66,436 Median: $41,050

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
202538$4.1M $107K731
202450$3.8M $77K2228
202337$3.1M $83K1027
202253$3.5M $65K457
20208$376K $47K80
201913$260K $20K130

Sectors Funded

Public & Societal Benefit
35
Human Services
31
Civil Rights & Advocacy
24
Community Improvement
18
Social Science
15
Employment
12
Education
10
Crime & Legal-Related
8
and 8 more sectors

Top States

Virginia
20
Missouri
17
Colorado
11
Alabama
10
New Mexico
9
California
8
Georgia
8
Pennsylvania
8
and 24 more states

Grantee Size Profile

$1M - $5M
125
$5M - $10M
22
$100K - $500K
15
$10M - $50M
10
$500K - $1M
10
Over $50M
3

Top Grantees

Page 1 of 3
$860K
$808K
OH - 4 grants
$674K
WI - 4 grants
$614K
$600K
$492K
$425K
AL - 5 grants
$379K

Grants Awarded · 191 grants

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Financials

Total Revenue
$17,421,520
Total Expenses
$14,224,558
Net Assets
$19,634,407
53 employees 26 volunteers
From latest filing (tax period ending 2025-12-31)

Financial Health

Operating Reserve
16.6 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 46.1%
Expenses ↑ 4.7%
Revenue Sources
Contributions 95.1% Earned revenue 1.3% Investment 3.0% Other 1.0%
Expense Breakdown
Program 80.9% Management 13.2% Fundraising 6.0%

Officers & Trustees (33)

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Filing History (7 filings)

YearRevenueExpensesNet Assets
2025 990 - Public charity return
Jan 1, 2025 to Dec 31, 2025
$17,421,520 ↑$14,224,558$19,634,407
2024 990 - Public charity return
Jan 1, 2024 to Dec 31, 2024
$11,927,401 ↓$13,581,055$16,346,566
2023 990 - Public charity return
Jan 1, 2023 to Dec 31, 2023
$16,155,263 ↑$12,114,104$17,938,123
2022 990 - Public charity return
Jan 1, 2022 to Dec 31, 2022
$8,123,876 ↓$12,164,164$13,819,870
2020 990 - Public charity return
Jan 1, 2020 to Dec 31, 2020
$12,377,435 ↑$7,919,271$11,944,918
2019 990 - Public charity return
Jan 1, 2019 to Dec 31, 2019
$10,857,028 ↑$8,003,823$7,477,285
2018 990 - Public charity return
Jan 1, 2018 to Dec 31, 2018
$8,020,337 $6,699,574$4,515,599

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