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FISCAL POLICY INSTITUTE, INC.

Company Details

Name: FISCAL POLICY INSTITUTE, INC.
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 05 Mar 1991 (34 years ago)
Entity Number: 1513743
ZIP code: 12207
County: Albany
Place of Formation: New York
Address: 146 STATE ST., ALBANY, NY, United States, 12207

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FISCAL POLICY INSTITUTE. INC. 401 (K) PLAN 2023 141737256 2024-10-15 FISCAL POLICY INSTITUTE, INC. 10
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Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5187863156
Plan sponsor’s address 406 5TH AVENUE, SUITE 346, BROOKLYN, NY, 11215
FISCAL POLICY INSTITUTE. INC. 401 (K) PLAN 2022 141737256 2023-09-05 FISCAL POLICY INSTITUTE, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5187863156
Plan sponsor’s address 1 LEAR JET LANE, LATHAM, NY, 12110

Signature of

Role Plan administrator
Date 2023-09-05
Name of individual signing NATHAN GUSDORF
Role Employer/plan sponsor
Date 2023-09-05
Name of individual signing NATHAN GUSDORF
FISCAL POLICY INSTITUTE. INC. 401 (K) PLAN 2021 141737256 2022-07-10 FISCAL POLICY INSTITUTE, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5187863156
Plan sponsor’s address 1 LEAR JET LANE, LATHAM, NY, 12110

Signature of

Role Plan administrator
Date 2022-07-10
Name of individual signing NATHAN GUSDORF
Role Employer/plan sponsor
Date 2022-07-10
Name of individual signing NATHAN GUSDORF
FISCAL POLICY INSTITUTE. INC. 401 (K) PLAN 2020 141737256 2021-10-15 FISCAL POLICY INSTITUTE, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5187863156
Plan sponsor’s address 1 LEAR JET LANE, LATHAM, NY, 12110
FISCAL POLICY INSTITUTE. INC. 401 (K) PLAN 2019 141737256 2020-10-09 FISCAL POLICY INSTITUTE, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5187863156
Plan sponsor’s address 1 LEAR JET LANE, LATHAM, NY, 12110

Signature of

Role Plan administrator
Date 2020-10-09
Name of individual signing RONALD E. DEUTSCH
Role Employer/plan sponsor
Date 2020-10-09
Name of individual signing RONALD E. DEUTSCH
FISCAL POLICY INSTITUTE. INC. 401 (K) PLAN 2018 141737256 2019-10-15 FISCAL POLICY INSTITUTE, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5187863156
Plan sponsor’s address 1 LEAR JET LANE, LATHAM, NY, 12110
FISCAL POLICY INSTITUTE, INC. 401(K) PLAN 2017 141737256 2018-06-06 FISCAL POLICY INSTITUTE, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541700
Sponsor’s telephone number 5187863156
Plan sponsor’s address 1 LEAR JET LANE, STE 1A, LATHAM, NY, 12110
FISCAL POLICY INSTITUTE, INC. 401(K) PLAN 2016 141737256 2017-08-28 FISCAL POLICY INSTITUTE, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541700
Sponsor’s telephone number 5187863156
Plan sponsor’s address 1 LEAR JET LANE, STE 1A, LATHAM, NY, 12110
FISCAL POLICY INSTITUTE, INC. 401(K) PLAN 2015 141737256 2016-07-28 FISCAL POLICY INSTITUTE, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541700
Sponsor’s telephone number 5187863156
Plan sponsor’s address 1 LEAR JET LANE, STE 1A, LATHAM, NY, 12110
FISCAL POLICY INSTITUTE, INC. 401(K) PLAN 2014 141737256 2015-09-08 FISCAL POLICY INSTITUTE, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541700
Sponsor’s telephone number 5187863156
Plan sponsor’s address 1 LEAR JET LANE, LATHAM, NY, 12110

DOS Process Agent

Name Role Address
C/O THE CORPORATION DOS Process Agent 146 STATE ST., ALBANY, NY, United States, 12207

Filings

Filing Number Date Filed Type Effective Date
910305000518 1991-03-05 CERTIFICATE OF INCORPORATION 1991-03-05

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
14-1737256 Corporation Unconditional Exemption 406 5TH AVENUE 346, BROOKLYN, NY, 11215-3316 1992-11
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 500,000 to 999,999
Income 500,000 to 999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 822205
Income Amount 882239
Form 990 Revenue Amount 882239
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name FISCAL POLICY INSTITUTE INC
EIN 14-1737256
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name FISCAL POLICY INSTITUTE INC
EIN 14-1737256
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name FISCAL POLICY INSTITUTE INC
EIN 14-1737256
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name FISCAL POLICY INSTITUTE INC
EIN 14-1737256
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name FISCAL POLICY INSTITUTE INC
EIN 14-1737256
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name FISCAL POLICY INSTITUTE INC
EIN 14-1737256
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name FISCAL POLICY INSTITUTE INC
EIN 14-1737256
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8165627400 2020-05-18 0248 PPP 1 Lear Jet Lane, Suite 1A, LATHAM, NY, 12110
Loan Status Date 2020-12-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 129434.75
Loan Approval Amount (current) 129434.75
Undisbursed Amount 0
Franchise Name -
Lender Location ID 101888
Servicing Lender Name Broadview Federal Credit Union
Servicing Lender Address 575 Broadway, ALBANY, NY, 12207-2921
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LATHAM, ALBANY, NY, 12110-0001
Project Congressional District NY-20
Number of Employees 10
NAICS code 813319
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 101888
Originating Lender Name Broadview Federal Credit Union
Originating Lender Address ALBANY, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 130110.69
Forgiveness Paid Date 2020-11-24

Date of last update: 15 Mar 2025

Sources: New York Secretary of State