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Nonprofiteer
← DC FISCAL POLICY INSTITUTE INC

Form 990 for tax year 2022

Filed by DC FISCAL POLICY INSTITUTE INC.

Totals

Total revenue
$1,793,765
Total expenses
$1,923,625
Contributions and grants received
$1,790,807
Grants paid
$123,860
Program service revenue
$0
Investment income
$2,958
Other revenue
$0
Total assets, end of year
$2,274,908
Total liabilities, end of year
$164,364
Net assets or fund balances, end of year
$2,110,544
Program services expenses (Part IX)
$1,507,220
Management and general expenses
$155,141
Fundraising expenses
$261,264
Program service expenses (Part III)
$1,507,220

Program services were 78.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,790,807

  • 1g · Noncash contributions included above

    $20,509

  • 3 · Investment income

    total $2,958 · excluded $2,958

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $123,860 · program services $123,860

  • 5 · Compensation of officers, directors and key employees

    total $211,683 · program services $182,047 · management and general $12,701 · fundraising $16,935

  • 7 · Other salaries and wages

    total $826,025 · program services $710,382 · management and general $49,561 · fundraising $66,082

  • 8 · Pension plan contributions

    total $62,584 · program services $53,823 · management and general $3,754 · fundraising $5,007

  • 9 · Other employee benefits

    total $64,803 · program services $55,731 · management and general $3,888 · fundraising $5,184

  • 10 · Payroll taxes

    total $81,476 · program services $70,069 · management and general $4,889 · fundraising $6,518

  • 11c · Fees: accounting

    total $44,949 · management and general $44,949

  • 11e · Fees: professional fundraising services

    total $97,898 · fundraising $97,898

  • 11g · Fees: other

    total $107,336 · program services $98,233 · management and general $9,103

  • 12 · Advertising and promotion

    total $13,476 · management and general $10,026 · fundraising $3,450

  • 13 · Office expenses

    total $48,251 · program services $35,653 · management and general $3,348 · fundraising $9,250

  • 14 · Information technology

    total $16,081 · program services $13,830 · management and general $965 · fundraising $1,286

  • 16 · Occupancy

    total $154,346 · program services $132,737 · management and general $9,261 · fundraising $12,348

  • 17 · Travel

    total $3,624 · program services $3,624

  • 19 · Conferences, conventions and meetings

    total $42,697 · program services $6,964 · management and general $312 · fundraising $35,421

  • 22 · Depreciation, depletion and amortization

    total $2,023 · program services $1,740 · management and general $121 · fundraising $162

  • 23 · Insurance

    total $7,817 · program services $6,722 · management and general $470 · fundraising $625

  • 24a · Other expenses: STAFF DEVELOPMENT

    total $11,153 · program services $9,591 · management and general $670 · fundraising $892

  • 24b · Other expenses: DUES AND MEMBERSHIP

    total $2,574 · program services $2,214 · management and general $154 · fundraising $206

  • 24c · Other expenses: TAXES AND LICENSES

    total $969 · management and general $969

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,984,406 · end of year $1,943,305

  • 2 · Savings and temporary cash investments

    beginning of year $29,688 · end of year $411

  • 3 · Pledges and grants receivable

    beginning of year $252,107 · end of year $263,067

  • 10a · Land, buildings and equipment: cost or other basis

    $10,450

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,086

  • 10c · Land, buildings and equipment, net

    beginning of year $4,387 · end of year $2,364

  • 11 · Investments: publicly traded securities

    end of year $44,561

  • 15 · Other assets

    beginning of year $21,200 · end of year $21,200

  • 17 · Accounts payable and accrued expenses

    beginning of year $45,889 · end of year $164,364

  • 27 · Net assets without donor restrictions

    beginning of year $1,589,183 · end of year $1,340,044

  • 28 · Net assets with donor restrictions

    beginning of year $656,716 · end of year $770,500

Mission and programs · 2022

Mission

TO SHAPE RACIALLY-JUST TAX, BUDGET, AND POLICY DECISIONS BY CENTERING BLACK AND BROWN COMMUNITIES IN OUR RESEARCH AND ANALYSIS, COMMUNITY PARTNERSHIPS, AND ADVOCACY EFFORTS TO ADVANCE AN ANTIRACIST, EQUITABLE FUTURE.

  • POLICY SOLUTIONS - DCFPI CONDUCTS TIMELY AND FOUNDATIONAL RESEARCH AND ANALYSIS FOR AN EQUITABLE TAX, BUDGET, AND POLICY AGENDA THAT CENTERS AROUND THOSE MOST HARMED BY RACIAL AND ECONOMIC EXCLUSION. DCFPI DOES THIS TO EXPAND COLLECTIVE UNDERSTANDING OF HOW OPPRESSIVE STRUCTURES SHAPE PAST AND PRESENT INEQUITIES, AND TO CREATE A STRONG EVIDENCE-BASE FOR REJECTING RACIALIZED AUSTERITY POLITICS AND EMBRACING POLICIES ROOTED IN SHARED ABUNDANCE.

    Expenses $1,383,185 · Grants $123,860

  • OUTREACH - DCFPI STRATEGICALLY COMMUNICATES WITH, AND EDUCATES DECISION MAKERS, PARTNERS, AND THE PUBLIC TO INCREASE SALIENCE, RESONANCE, AND PRIORITIZATION OF POLICIES THAT ADVANCE RACIAL AND ECONOMIC JUSTICE AMONG PARTNERS AND POLICY MAKERS. DCFPI COMMITS ANALYTIC, LEGISLATIVE, AND STRATEGIC SKILLS AND CAPACITIES TO SUPPORT PARTNERS AND BUILD COLLABORATIVE CAMPAIGNS FOR STRATEGIC ALLIANCES. DCFPI DOES THIS TO ENSURE MORE UNIFIED AND POWERFUL VOICES ADVOCATING FOR COLLECTIVE VISION AND GOALS THAT ARE RESPONSIVE TO THE EXPERIENCES OF RESIDENTS FACING RACIAL AND ECONOMIC OPPRESSION.

    Expenses $124,035

As filed on the 2022 return.

Listed in Part VII

  • Jerome Paige

    TREASURER UNTIL JUNE, THEN CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Katia Garret

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Raj Aggarwal

    DIRECTOR UNTIL SEPT, THEN TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Judith Sandalow

    CHAIR UNTIL JUNE, THEN DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Iris Lav

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peter Edelman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maria Gomez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kathryn Greenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andy Shallal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jhacova Williams

    DIRECTOR AS OF JUNE

    Total calculated
    $0
    Hours/week
    1

  • Joslyn Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lynette A Rawlings

    DIRECTOR AS OF JUNE

    Total calculated
    $0
    Hours/week
    1

  • George Jones

    DIRECTOR AS OF MARCH

    Total calculated
    $0
    Hours/week
    1

  • Erica Williams

    EXECUTIVE DIRECTOR

    Total calculated
    $211,682
    From this org
    $165,460
    From related orgs
    $0
    Other
    $46,222
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,460
    Bonus
    $0
    Other
    $0
    Deferred
    $12,250
    Nontaxable benefits
    $33,972
    Filer's total
    $211,682

  • Tazra Mitchell

    CHIEF POLICY AND STRATEGY OFFICER

    Total calculated
    $141,009
    From this org
    $123,924
    From related orgs
    $0
    Other
    $17,085
    Hours/week
    40

  • Sara Metzgar Director Of

    COMMUNICATIONS AND EXTERNAL AFFAIRS

    Total calculated
    $123,316
    From this org
    $108,192
    From related orgs
    $0
    Other
    $15,124
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202323179349311167

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