Form 990 for tax year 2023
Filed by CENTER FOR ECONOMIC AND POLICY RESEARCH.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2023 , filed 28 February 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Both are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $6,944,314
- Total expenses
- $7,099,081
- Contributions and grants received
- $5,078,460
- Grants paid
- $2,151,010
- Program service revenue
- $192,852
- Investment income
- $1,604,663
- Other revenue
- $68,339
- Total assets, end of year
- $26,307,146
- Total liabilities, end of year
- $537,250
- Net assets or fund balances, end of year
- $25,769,896
- Program services expenses (Part IX)
- $6,374,844
- Management and general expenses
- $509,230
- Fundraising expenses
- $215,007
- Program service expenses (Part III)
- $6,374,844
Program services were 89.8% 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
$5,078,460
-
2a · Program service revenue: CONTRACTUAL SERVICES
total $192,852 · related or exempt $192,852
-
3 · Investment income
total $1,604,663 · excluded $1,604,663
-
5 · Royalties
total $2,139 · excluded $2,139
-
11a · Other revenue: SUB LET INCOME
total $4,200 · excluded $4,200
-
11b · Other revenue: PRIOR YEAR REIMBURSEMENT OF EXPENSES
total $62,000 · excluded $62,000
-
11e · Other revenue, total
$66,200
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,962,810 · program services $1,962,810
-
2 · Grants to domestic individuals
total $10,200 · program services $10,200
-
3 · Grants to foreign organizations and individuals
total $178,000 · program services $178,000
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $1,122,010 · program services $934,743 · management and general $129,212 · fundraising $58,055
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,852,220 · program services $1,543,077 · management and general $213,292 · fundraising $95,851
-
8 · Pension plan contributions
total $95,192 · program services $79,304 · management and general $10,966 · fundraising $4,922
-
9 · Other employee benefits
total $159,772 · program services $133,106 · management and general $18,406 · fundraising $8,260
-
10 · Payroll taxes
total $208,191 · program services $173,444 · management and general $23,984 · fundraising $10,763
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $13,454 · program services $6,160 · management and general $7,294
-
11c · Fees: accounting
total $31,619 · management and general $31,619
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $988,071 · program services $965,125 · management and general $18,449 · fundraising $4,497
-
12 · Advertising and promotion
total $45,147 · program services $23,307 · management and general $1,305 · fundraising $20,535
-
13 · Office expenses
total $26,963 · program services $22,241 · management and general $3,915 · fundraising $807
-
14 · Information technology
total $36,642 · program services $32,271 · management and general $2,727 · fundraising $1,644
-
15 · Royalties
total $0
-
16 · Occupancy
total $123,869 · program services $103,196 · management and general $14,269 · fundraising $6,404
-
17 · Travel
total $132,571 · program services $130,279 · management and general $935 · fundraising $1,357
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $2,339 · program services $2,005 · management and general $334
-
20 · Interest
total $28,658 · management and general $28,658
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $5,920 · program services $4,932 · management and general $682 · fundraising $306
-
23 · Insurance
total $15,788 · program services $13,153 · management and general $1,819 · fundraising $816
-
24a · Other expenses: PUBLICATIONS AND SUBSCRIPTIONS
total $59,645 · program services $57,491 · management and general $1,364 · fundraising $790
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $501,162 · end of year $11,093
-
2 · Savings and temporary cash investments
beginning of year $651,633
-
3 · Pledges and grants receivable
beginning of year $10,399,140 · end of year $4,430,390
-
4 · Accounts receivable
beginning of year $132,316 · end of year $99,495
-
9 · Prepaid expenses and deferred charges
beginning of year $32,940 · end of year $43,692
-
10a · Land, buildings and equipment: cost or other basis
$70,141
-
10b · Land, buildings and equipment: accumulated depreciation
$59,931
-
10c · Land, buildings and equipment, net
beginning of year $9,748 · end of year $10,210
-
11 · Investments: publicly traded securities
beginning of year $13,942,843 · end of year $21,382,016
-
15 · Other assets
beginning of year $439,790 · end of year $330,250
-
17 · Accounts payable and accrued expenses
beginning of year $235,638 · end of year $191,056
-
25 · Other liabilities
beginning of year $459,389 · end of year $346,194
-
27 · Net assets without donor restrictions
beginning of year $13,137,417 · end of year $25,536,041
-
28 · Net assets with donor restrictions
beginning of year $12,277,128 · end of year $233,855
Mission and programs · 2023
Mission
TO PROMOTE DEMOCRATIC DEBATE ON ECONOMIC AND SOCIAL ISSUES THROUGH PROFESSIONAL RESEARCH AND PUBLIC EDUCATION.
-
DOMESTIC ECONOMIC POLICY THE CENTER PROVIDES RESEARCH AND EDUCATION ON DOMESTIC ECONOMIC ISSUES AFFECTING, GROWTH, DEVELOPMENT AND POVERTY. DURING 2023, THE CENTER PUBLISHED RESEARCH AND ADVOCATED FOR TARGETED SUBSIDIZED EMPLOYMENT, DEVELOPED INTEGRATED FRAMEWORK PLUS FOUR STUDIES OF PE IN HEALTH CARE AND RESEARCHED THE ECONOMIC BENEFITS OF A HIGH EMPLOYMENT ECONOMY AND DISSEMINATED THE FINDINGS THROUGH PUBLICATIONS AND OP-EDS.
Expenses $3,656,867 · Grants $1,668,310 · Revenue $13,917
-
INTERNATIONAL PROGRAM CEPR CONDUCTS RIGOROUS RESEARCH AND ANALYSIS TO MAKE SIGNIFICANT CONTRIBUTIONS TO THE U.S. AND INTERNATIONAL POLICY DEBATES ON KEY GLOBAL ISSUES. WE PRODUCE INSIGHTFUL REPORTS AND ARTICLES, CONDUCT IMPACTFUL BRIEFINGS, AND ACTIVELY ENGAGE WITH PARTNERS, POLICYMAKERS, THE MEDIA, AND AUDIENCES ON SOCIAL MEDIA. WE MONITOR THE IMFS POLICIES AND ACTIONS TO BRING ATTENTION TO THOSE THAT ARE HARMFUL TO COUNTRIES, AS WELL AS THOSE THAT CAN BE BENEFICIAL. BUILDING ON OUR INTEGRAL ROLE IN ACHIEVING THE 2021 ISSUANCE OF 650BN OF IMF SPECIAL DRAWING RIGHTS, WHICH SAVED HUNDREDS OF THOUSANDS OF LIVES, WE CONTINUE TO MAKE THE CASE FOR NEW ISSUANCES. WE ANALYZE ECONOMIC AND POLITICAL DEVELOPMENTS IN LATIN AMERICA WITH AN EYE TOWARD DRAWING ATTENTION TO THE IMPACT OF US POLICY AND ANALYZING ECONOMIC POLICIES IN VARIOUS COUNTRIES. WE PLAY A KEY ROLE IN INFORMING POLICYMAKERS AND THE PUBLIC ON THE HARMFUL IMPACT OF U.S. SANCTIONS ON MORTALITY, HEALTH, AND POVERTY. WE PRODUCE ANALYSIS THAT PROMOTES A MORE SUSTAINABLE, EQUITABLE, AND ACCOUNTABLE MULTILATERAL TRADING SYSTEM.
Expenses $2,717,977 · Grants $482,350 · Revenue $178,935
As filed on the 2023 return.
Listed in Part VII
-
EILEEN APPLEBAUM
CO-DIRECTOR/SECRETARY
- Total calculated
- $164,323
- From this org
- $138,501
- From related orgs
- $0
- Other
- $25,822
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $138,501
- Bonus
- not reported
- Other
- not reported
- Deferred
- $8,310
- Nontaxable benefits
- $17,512
- Filer's total
- $164,323
-
MARK WEISBROT
CO-DIRECTOR/TREASURER
- Total calculated
- $164,255
- From this org
- $138,425
- From related orgs
- $0
- Other
- $25,830
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $138,425
- Bonus
- not reported
- Other
- not reported
- Deferred
- $8,305
- Nontaxable benefits
- $17,525
- Filer's total
- $164,255
-
ALEXANDER MAIN
DIRECTOR OF INTERNATIONAL POLICY
- Total calculated
- $151,871
- From this org
- $132,310
- From related orgs
- $0
- Other
- $19,561
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $132,310
- Bonus
- not reported
- Other
- not reported
- Deferred
- $7,939
- Nontaxable benefits
- $11,623
- Filer's total
- $151,872
-
DEBORAH JAMES
DIRECTOR, INTERNATIONAL PROGRAMS
- Total calculated
- $142,608
- From this org
- $123,169
- From related orgs
- $0
- Other
- $19,439
- Hours/week
- 40 + 1 related
-
DEBARATI GHOSH
DIRECTOR OF PROJECTS AND STRATEGY
- Total calculated
- $142,411
- From this org
- $123,569
- From related orgs
- $0
- Other
- $18,842
- Hours/week
- 40 + 1 related
-
ALGERNON AUSTIN
DIRECTOR, RACE AND ECONOMIC JUSTICE
- Total calculated
- $141,871
- From this org
- $120,805
- From related orgs
- $0
- Other
- $21,066
- Hours/week
- 40 + 1 related
-
SHAWN FRENSTAD
DIRECTOR, LAW AND POLITICAL ECONOMY
- Total calculated
- $135,040
- From this org
- $114,350
- From related orgs
- $0
- Other
- $20,690
- Hours/week
- 40 + 1 related
-
HALEY BROWN
BOARD MEMBER UNION REP/RESEARCH ASSOCIATE
- Total calculated
- $79,631
- From this org
- $68,679
- From related orgs
- $0
- Other
- $10,952
- Hours/week
- 40 + 1 related
-
ROBERT POLIN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DANNY GLOVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GAIL HURLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MARK LEVINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KATHERINE MCFATE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GILA NETA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ISABEL ORTIZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ALISON TATE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
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 · Approval by the board or compensation committee
Answered no
- 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
- 7 · Other non-fixed payments
- 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
-
$1,262,810
REVOLVING DOOR PROGRAMS
-
$400,000
RESEARCH
-
$300,000
GENERAL SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423209349308872
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