Building an economy that works – for everyone.

2014 ANNUAL REPORT

2014 FINANCIAL SNAPSHOT*

Aubrey Davis Endowment Fund $74,053 (ending balance)

*Preliminary figures, subject to CPA review; represented on an accrual basis for fiscal year 1/1/14 to 12/31/14.

57%

14%

3%

24%

1%

Foundations

Organizations

Contracts

Individuals

Event/Other

62% 9%

2%

15%

9% 3% Program (Payroll/Benefits)

Program (Contracts)

Program (Other)

Fundraising

Administration

Communications

Revenue $1,017,869

Expenses $1,010,036

The Economic Opportunity Institute is building an economy that works for everyone by advancing public policies that promote educational opportunity, good jobs, healthy families and workplaces, and a dignified retirement.

WORK AND FAMILY AGENDA CATCHES FIRE Spearheaded by EOI, the Washington Work and Family Coalition hit a significant milestone when the state House passed Paid Sick and Safe Leave legislation for the first time in 2014.

With the Healthy Tacoma Coalition, EOI helped ramp up citizen pressure for action on paid sick days, breaking a longtime political logjam on the Tacoma City Council late in 2014. The law, passed in January 2015, will assure 40,000 workers access to paid sick leave.

We brought together legislators, businesses and advocates to develop groundbreaking legislation promoting gender wage equity, introduced with bipartisan support in the 2015 legislative session.

EOI organized 6 forums to promote dialogue and public education about women’s economic security issues, in Kirkland, Tacoma, Bellingham, Spokane, Vancouver, and Seattle. 33 organizations cosponsored and more than 200 participants attended, including 17 elected policymakers.

In Their Own Words: Why We Need Public Policy Change

Sue has been a bartender and a server; she’s cooked food, washed dishes, and delivered coffee. She’s seen the food industry change, and it hasn’t been positive; finding a job that pays a living wage has become more and more difficult. “Most of it’s chain food now; it’s very

hard to get ahead, to become a district manager or operations manager, for example. Even if they hire from within, you’re stuck more often than not. You may get your quarter raise, but you’re not advancing into anything.” Sue grew up in a middle class family, but “working the same job today doesn’t pay like it used to.”

Ashley knows firsthand how important it is to have a job with benefits. She was employed at the time her son was born, but because her workplace didn’t offer paid maternity leave, she had to quit in order to be with him. “I was working, but I just wanted to take some time off

because it was my first son. And I wanted to spend some time with my son.” Having watched her mom struggle to keep a job because she needed to take time off work to see her doctor, she knows paid sick days are critical. “When you’re working, they don’t want to hear the excuse of your health to take some time off. They’ll just lay you off. They don’t care about your health or disability.”

EOI’s Marilyn Watkins, member of the City of Seattle’s Gender Equity In Pay Task Force, speaks at a City Hall press conference on the panel’s recommendations.

PAY IT FORWARD SPREADS EOI’s proposal to improve access to higher education continued to gain traction. Oregon’s Higher Education Coordinating Commission adopted a Pay It Forward (PIF) pilot plan and recommended it to the Oregon Legislature; 5 other states passed PIF legislation, and the total number of states considering PIF is now 27. EOI Policy Associate Kelli Smith brought home multiple awards for PIF from the Social Venture Partners Fast Pitch competition.

RETIREMENT POLICY ADVANCES EOI worked with state Senator Mark Mullet and Representative Larry Springer, along with AARP Washington and Small Business Majority, on Save Toward A Retirement Today (START) legislation. This paved the way for successful Small Business Retirement Marketplace legislation in 2015.

EOI also sponsored Social Security forums in Seattle and Bellingham with Social Security Works – Washington, featuring special guests Terry O’Neill, president of the National Organization for Women, and Congressman Adam Smith (D-WA9).

ECONOMIC MOBILITY MATTERS At a convening of the Gates Foundation’s Building Community Philanthropy Initiative, Senior Policy Associate Tatsuko Go Hollo presented findings from her report Chutes and Ladders: How Economic Mobility Is Changing In An Inequality Society. Phase II of the project will analyze the factors influencing family economic stability for people of color in Washington.

Stories collected for EOI’s 2014 Economic Mobility Project

Jessie grew up hearing stories of the discrimination his African-American grandparents faced and how they had to leave their home in the South to escape persecution. Knowing his family’s legacy inspired him to attend college and make lasting change for his community -- but school

debt stands in the way. “I think I owe like $60,000 right now for a public school education. I’m starting to feel like I’m back in the low-income [class], because I can’t financially take care of all my responsibilities with the amount of money I make.” Jessie wants to save, but admits it’s hard with his current job. “When you make less than $20,000 a year, it’s really hard to get by.”

Chris has been a general contractor in Olympia for the past 13 years. Throughout his career, Chris has had occasional benefits. But no job has ever offered him a pension or retirement savings plan, making it hard for him to save. He’s tried to save on his own, but with limited success. “I

never had any pension, so I got started late -- about 2008 --with a Roth IRA; that was the year that the market crashed, so I pulled my money out even though I didn’t have that much there.” Even after a full lifetime of employment, Chris doesn’t see retirement as a possibility: "I don't think retirement is a realistic option for me -- in terms of full retirement -- because I don't have a pension.”

EOI Policy Associate Kelli Smith accepts one of three awards given for her presentation on Pay It Forward at Social Venture Partners’ Fast Pitch competition in October.

EOI Senior Policy Associate Tatsuko Go Hollo (right) attends the June White House Summit on Working Families in Washington, DC.

WITH THANKS TO OUR SUPPORTERS

Foundations Arca Foundation Aurora Lilac Fund

Berger-Marks Foundation Bill & Melinda Gates Foundation

Family Values @ Work: A Multi-State Consortium

Greer-Solien Fund Kongsgaard-Goldman Foundation

Mary P. Dolciani Halloran Foundation Morris Family Foundation Panta Rhea Foundation RiverStyx Foundation Satterberg Foundation Shared Prosperity Fund

Slalom Consulting Social Venture Partners

Tableau Foundation The Seattle Foundation

Women’s Funding Alliance Zuckerman Family Fund

Organizations AARP

Abobe Matching Gifts Program AFGE Local 3937

AFSCME AFSCME Council 2

AFT Washington, AFL-CIO Family Values @ Work

Google Matching Funds Group Health Cooperative

IAM District 160 IAM District 751 IUOE Local 609

Lindquist Law, PLLC LinkedIn Matching Gifts Program M.L. King County Labor Council

Microsoft Microsoft Matching Gifts Program

Mountain Graphics Moxie Media

Muckleshoot Indian Tribe OPEIU Local 8

Pierce County Central Labor Council, AFL-CIO

Plum Bistro Professional & Technical Employees

Local 17 Puget Sound Advocates for Retirement Action

Rainier Rotary Foundation Schwerin Campbell Barnard & Iglitzin LLP

Seattle Education Association Seattle Fire Fighters Union, Local 27

SEIU Healthcare 1199NW SEIU Healthcare 775NW

SEIU Local 925 SEIU United Service Workers West

SEIU Washington State Council Social Security Works

SPEEA IFPTE Local 2001 Tacoma Education Association Teamsters Joint Council No. 28

Teamsters Local 117 The Boeing Company

The Church of Jesus Christ of Latter-Day Saints Foundation Matching Gifts Program

UAW Local 4121 UFCW Local 1439

UFCW Local 21 UFCW Local 365 UFCW Local 367 Unite Here Local 8

Washington Education Association Washington Machinists Council

Washington Public Employees Association Washington State Council of Fire Fighters Washington State Labor Council, AFL-CIO

Waypoint Consulting Group, LLC WEA Fourth Corner UniServ Council

WFSE Local 443

Individuals Aaron Katz

Aaron & Annie Keating Adrienne Thompson

Alexander Stone Alice Woldt

Amanda Clark Amy & Bill Kinsel

Amy Bowles Amy Hagopian

Andrea Burbank & Michael Miller Andrew & Margo Gordon

Anita Hewitt Ann Wyckoff

Anna Haley-Lock Anne Sheehan Anonymous (4)

Anthony Holmes & Tatsuko Go Hollo April Seamon & Greg Feise

Armand Tiberio Barry & Jannice Rose

Becky Davis Pentz Behnaz Nelson

Bernie Russell & Robin Fleming Bert Stover

Betty Means Bev & Ed Isenson

Bill Finkbeiner & Kristin Rowe-Finkbeiner Bill Lyne

Billie & Keith Watkins Bonnie MacEwan & Tom Manig

Brenda Wiest Bruce Herbert

Bruce Lund Byron & Susan Shutz C. Gomer Thomas C. Nelson Berry

Cal Van Zee Catherine Rubenstein

Cheryl Ellsworth & Walter Sive

Cheryl M. Scott Chuck Richards

D. Stephens Daniel Brandes Daniel Jacoby Daniel Weise

Daryl & Priscilla Burbank-Schmitt Dave Ross

David Freiboth David Jones & Maryanne Tagney

David & Marcia McCracken David Okimoto

David Rudo David Sawyer David Ward David West

David Williams Dawn Trudeau

Debbie & George (Lanny) Shuman Dee Frankfourth Deidre Girard Demian Godon Dennis Ortblad Diana Rakow Diana Elser

Diana Pearce & George Wright Dianne Gross

Dick Burkhart & Mona Lee Dina Burstein & Robby Stern

Dmitri Keating Don & Judy Willott

Donald Mitchell Donna Sakson & Jonathan Mark

Dorie Ross Doug Conrad

Douglas & Rachel Burbank Dustin Lambro Dwight Rousu

Ed Zuckerman & Mary Bond Edith & Michael Ruby

Elaine Albertson Elaine Von Rosenstiel

Elizabeth Woody Lindquist Ellen Posel

Emily Groves & Mark Willcox Emily & Paul Sisson

Eric Grant Eric Main

Eric Menninga Eric Smith Eugene Lux

Eunice & Gerhard Letzing Floyd Jones

Frances Groves Frances Posel Frank Chopp Fritzi Cohen Gary Burris

Gabriela Quintana & Zack Hudgins Gerry Pollet

Glenda Carper Glenn Davis Heidi Bennett

Helen & Peter Lauritzen Helen Lee Williams

Hilary & Steven Bergsieker Hubert Locke Hugh Tobin

Imogene Williams Gayle & Jack Thompson

Jack Burbank Jackie Boschok James Gregory James Krieger James Rooney

Jan Chavez-Wilcynski & John Wilcynski Jane Burbank

Jane & Peter Hesslein Janet Chung

Janet Hesslein & Murl Allen Sanders Jay Johnson Jeanne Large

Jeff Boyer & Karen Merrikin Jeff Johnson

Jennifer L. Romich Jerry & Kate Campbell

Jessica Bonebright Joan McBride

John Burbank & Pamela MacEwan John Comerford

John & Valerie Courtney John A. Gibson John de Graaf John Engber John King

John O’Neill John Schmitt

John & Mary Soderlind John Warring John Wilson

Jolene Unsoeld Jonathan Knapp Jonathan Shakes Joshua Welter Judy Mogan Judy Pigott

Karen Cowgill Karen Keiser

Karen Lewis Smith Karen Strickland

Kate Garrow Kate Hall

Katharine & Willard Wilcox Kathleen Kennedy Townsend

Kathy Egawa Keith Gillis

Kelli Smith & Lani Todd Kelly Richburg Kevin Leonard

Kim Cook & Pam Elardo Kim England Kim Mead

Kimberly McRae Kris Greco Thompson

Kristen Beifus Larry Brown Laurie Kerley Leonard Smith Leslie Owen

Linda LeResche & Michael Von Korff

Linda Peterson Linda & Steve Saunto

Linda Vane Lisa Dekker

Lori & Pat Thompson Lucy Auster

Lynn Nishimura Lynne Dodson

Madeline Otto Grant Makini Howell

Marcie Maxwell Marcus Courtney & Monique Thormann

Maralyn Chase Marie & Michael DeBell

Marilyn Watkins Marilyn Zuckerman

Mark Watson Martha Koester Martin Kimmig

Mary A. Lindsey Mary Willis Matt Loschen

Matt King Mauri Shuler

Melinda L. Hews Melissa Pailthorp Melissa Stevens

Michael McDaniel Michael Sullivan Michele Miller Mike Ragan

Millie Magner Mimi Gardner Gates & William Gates, Sr.

Mizue Fujinuma Nancy Amidei Nancy Goodno Nancy Nordhoff Natalia Skolnik

Ned Friend Nino Cantu Pam Crone

Patricia Bailey Patricia Stockdale

Paul Bigman Paula Jonelli Pedro Olguin Peter Davis

Phyllis Hatfield Phillip & Rachael Levine

Raye Maestas & Roy B. Davis Rebekah Hewitt Regan McBride Rick Hoffman Rob Richie Rob Wood

Robert Akervick Robert Butts Robert Lavitt

Robert Swanson Rod Siders

Rodger Kline Rolf B. Gruen Ron McGaha

Ron Moe-Lobeda Rosalie Lang

Rosalinda Aguirre Rosemary Blakemore

Rosemary Dunkle Russ Lidman Ruth Jones Ryan Mello Sally Davis Sally Yates

Sandy Nelson Sara Sloyer

Sarah Johnson & Scott Rutledge Sarah Lorenzini

Sarah Miller Sarajane Siegfriedt

Scott Barnhart Shawn Morgan

Shelley & Tony Kloba Stan Sorscher Stephen Miller Steve Lansing

Steven & Vicki Garfinkle Susan Adams Susan Levy

Sy Schwartz Tammy Morales Tana D. Senn Tani Lindquist Tarrell Wright Tasha Church Teresa Clark

Teresa Holder Theresa Connor Theresa Tamura

Tina Orwall Tom Conlon

Tom Lux Trisha Muller Tyler Verda

Valerie Pacino Zane Beall

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2014 ANNUAL REPORT

Economic Opportunity Institute 603 Stewart Street Suite 715 Seattle, WA 98101

2014 BY THE NUMBERS

6 Forums on women’s economic security

held by EOI across WA in 2014

17 Legislative hearings featuring EOI

staff giving official testimony

54 Percent of U.S. states considering Pay It

Forward higher education legislation

4500+ People attending 76 different public

presentations given by EOI staff

40,000 People working in Tacoma, WA who newly have access to paid leave, thanks to the work of EOI and its allies on the Healthy Tacoma coalition

158,000 People working in Washington at or near

minimum wage who received a cost-of-living adjustment, thanks to the work of EOI and its

allies on Washington’s minimum wage initiative in 1998

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