Economic Policy Institute

WASHINGTON, DC EIN: 52-1368964 Website

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.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$19.6M

-10.6% YoY

Annual Giving

$3.8M

+25.7% YoY

Grant Count

50

+35.1% YoY

Avg Grant Size

$77K

-7.0% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$9M$14M$18M20202021202220232024
Metric202420232022
Total Assets$19,581,014$21,912,270$18,630,204
Revenue$11,927,401$16,155,263$8,123,876
Expenses$13,581,055$12,114,104$12,164,164
Qualifying Distributions
Net Investment Income$335,512$63,834
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$962K$2M$3M$4M8 grants202039 grants202153 grants202237 grants202350 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MISSOURI BUDGET PROJECT$254KCOLORADO FISCAL INSTITUTE$253KMINNESOTA COUNCIL OF NON…$203KRURAL ARIZONA ENGAGEMENT$200KMISSOURI JOBS WITH JUSTICE$154KDC FISCAL POLICY INSTITU…$150KKIDS FORWARD$150KOREGON CENTER FOR PUBLIC…$150KPOLICY MATTERS OHIO$150KTHINK TENNESSEE$134K

Grant Size Distribution

187 grants across all recorded years

97<$50K27$50–100K59$100–250K4$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Economic Policy Institute fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

HEIDI SHIERHOLZPRESIDENT$239KNAOMI WALKERVICE PRESIDENT$221KLYLE J BIVENSCHIEF ECONOMIST/DIR. RESEA$214KCELINE MCNICHOLASDIR. POLICY, GENERAL COUNS$204KBARBARA WESTERNCHIEF OPERATING OFFICER$203KEVE E TAHMINCIOGLUDIR COMMUNICATIONS$200KVALERIE R WILSONDIRECTOR OF PREE$189K

From 2024 filing

NameTitleHoursCompensation
HEIDI SHIERHOLZPRESIDENT39.7$239,242
ELIZABETH H SHULERCHAIR0.1
JULIANNE MALVEAUXVICE CHAIR0.1
TERESA GHILARDUCCISECRETARY0.1
GARY BASSTREASURER0.1
NINA BANKSMEMBER0.1
BRIAN BRYANTMEMBER0.1
HECTOR CORDERO-GUZMANMEMBER0.1
ERNESTO CORTES JRMEMBER0.1
CLAUDE CUMMINGSMEMBER0.1
JENNIFER EPPSMEMBER0.1
SHAWN FAINMEMBER0.1
JEFF FAUXMEMBER0.1
JOCELYN FRYEMEMBER0.1
JOSE P GARZAMEMBER0.1
ELISE GOULDMEMBER0.1
PRONITA GUPTAMEMBER0.1
HANNAH HALBERTMEMBER0.1
ROBERT KUTTNERMEMBER0.1
LISA LYNCHMEMBER0.1
DAVE MCCALLMEMBER0.1
MANUEL PASTORMEMBER0.1
LORI PELLETIERMEMBER0.1
BECKY PRINGLEMEMBER0.1
LEE SAUNDERSMEMBER0.1
APRIL VERRETTMEMBER0.1
RANDI WEINGARTENMEMBER0.1
NAOMI WALKERVICE PRESIDENT40$220,755
LYLE J BIVENSCHIEF ECONOMIST/DIR. RESEA40$214,230
CELINE MCNICHOLASDIR. POLICY, GENERAL COUNS40$204,443
BARBARA WESTERNCHIEF OPERATING OFFICER40$203,355
EVE E TAHMINCIOGLUDIR COMMUNICATIONS40$199,587
VALERIE R WILSONDIRECTOR OF PREE40$189,218

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

34states
+26 more states

Cities

AlbuquerqueAlexandriaAtlantaAugustaAustinBaltimoreBaton RougeBereaBirminghamBostonCambridgeCharlestonCharlotteCharlottesvilleChicagoCincinnatiClevelandColumbiaColumbusCoolidge

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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