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TAX EXECUTIVES INSTITUTE INC

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Public IRS 990 nonprofit record

TAX EXECUTIVES INSTITUTE INC

EIN 52-0239291 · Mutual & Membership Benefit (Y)

What they do

THE MISSION of TAX EXECUTIVES INSTITUTE is to ENHANCE and IMPROVE THE GLOBAL TAX SYSTEM and to SERVE ITS MEMBERS THEIR EMPLOYERS and SOCIETY GENERALLY BY FACILITATING INTERACTION AMONG and THE TRAINING of MEMBERS and THEIR STAFFS BY EFFECTIVELY ADVOCATING ITS MEMBERS VIEWS and BY PROMOTING COMPETENCE and PROFESSIONALISM IN BOTH THE PRIVATE and GOVERNMENT SECTORS.

Before you give

Should I give to this charity?

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We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders99 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$96.77spent for every $100 of revenueRevenue covered expenses this year.
$1.49in assets for every $1 spent this yearSome assets cannot be spent right away.

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  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $526,271 for ALICIA P MATA (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$11,773,163
Expenses$11,392,681
Annual surplus $380,482 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$11,773,163
Expenses$11,392,681
Assets$16,918,317
Income$11,773,163
Stocks and bonds$3,778,053
Accounting fees$277,733
Investing fees$31,140
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
ALICIA P MATAEXECUTIVE DIRECTOR · 40 hrs/week $526,271Base $501,910 · Other $24,361
WILLIAM P EVANSCHIEF TAX COUNSEL · 40 hrs/week $329,269Base $285,809 · Other $43,460
BENJAMIN SHRECKTAX COUNSEL · 40 hrs/week $298,976Base $263,698 · Other $35,278
TODD LARDTAX COUNSEL · 40 hrs/week $279,721Base $262,023 · Other $17,698
KELLY MADIGANTAX COUNSEL · 40 hrs/week $264,558Base $241,913 · Other $22,645
MARTIN SCHUEBELDIRECTOR OF MARKETING & EVENTS · 40 hrs/week $241,604Base $217,717 · Other $23,887
LYNN SPENCEDIRECTOR OF IT · 40 hrs/week $196,375Base $187,309 · Other $9,066

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (99)

ALICIA P MATAEXECUTIVE DIRECTOR

WILLIAM P EVANSCHIEF TAX COUNSEL

BENJAMIN SHRECKTAX COUNSEL

TODD LARDTAX COUNSEL

KELLY MADIGANTAX COUNSEL

MARTIN SCHUEBELDIRECTOR OF MARKETING & EVENTS

LYNN SPENCEDIRECTOR OF IT

MICHAEL MURPHYCIN.-COL. CHAP. REP. (BEG 8/24)

RICHARD PULLENIOWA CHAPTER REPRESENTATIVE

MICHELLE KALBBALTIMORE-WASHINGTON CHAPTER REP.

NATHALIE NOELMONTREAL CHAPTER REPRESENTATIVE

NICK HASENOEHRLREGION 11 VICE PRESIDENT

PAUL BROMANHOUSTON CHAPTER REPRESENTATIVE

PAUL HELLERNEW YORK CHAPTER REPRESENTATIVE

PETER DENICOLAWESTCHESTER-FAIRFIELD CHAPTER REP.

RACHEL LUUCENTRAL TEXAS CHAP. REP. (BEG 8/24)

RAYMOND SALORTNEW JERSEY CHAPTER REPRESENTATIVE

LIONEL NOBRELATIN AMERICA CHAPTER REP.

MELISSA HEWITT LOCHETTOPHILADELPHIA CHAP. REP. (BEG 8/24)

MARK LINIADOFORT WORTH CHAPTER REPRESENTATIVE

MARK CALUORIREGION 1 VICE PRESIDENT

MARCUS SHORESEC. THEN TREASURER (EFF. 8/24)

MAKENZIE ZUERNSEATTLE CHAPTER REP. (BEG 8/24)

MADEL MIRANDANEVADA CHAPTER REP. (BEG 8/24)

LORRY LIMBOURGEMEA CHAPTER REPRESENTATIVE

LIZ SEVERSONMINNESOTA CHAPTER REP. (BEG 8/24)

LISA GRACEORANGE COUNTY CHAP. REP. (BEG 8/24)

YUKIE HEARDKANSAS CITY CHAPTER REPRESENTATIVE

TODD CARLSONWISCONSIN CHAPTER REPRESENTATIVE

ADAM FRITZNEBRASKA CHAPTER REPRESENTATIVE

YANG YEREGION 2 VICE PRESIDENT (BEG 8/24)

WAYNE WALLACEALASKA CHAPTER REPRESENTATIVE

WAYNE MONFRIESPAST INTERNATIONAL PRESIDENT

WAYNE HAMILTONGSCR THEN SEC. (EFF. 8/24)

WALTER DOGGETTTREAS. THEN SVP (EFF. 8/24)

VICTORIA GALLERTDETROIT CHAPTER REP. (BEG 8/24)

VERNON TURNERVIRGINIA CHAPTER REPRESENTATIVE

VANESSA SHARERNASHVILLE CHAPTER REPRESENTATIVE

TYLER LOVELANDSALT LAKE CITY CHAPTER REP.

TONI MITCHELLCLEVELAND CHAPTER REPRESENTATIVE

ROBERT HOWRENPAST INTERNATIONAL PRESIDENT

THOMAS SLOWEYPITTSBURGH CHAPTER REPRESENTATIVE

TERILEA WIELENGAPAST INTERNATIONAL PRESIDENT

SUZANNE WILLSONPORTLAND CHAPTER REPRESENTATIVE

SUSAN BAUERDALLAS CHAPTER REPRESENTATIVE

SON LESAN DIEGO CHAPTER REPRESENTATIVE

SEAN WELSHCAR. CR. THEN REG. 8 VP (EFF. 8/24)

SCOTT TINCHERREGION 5 VICE PRESIDENT

SARAH WINTERSCHICAGO CHAPTER REPRESENTATIVE

SANDHYA EDUPUGANTYPRES. THEN PAST I.P. (EFF. 8/24)

RYAN EBERHARDTINDIANA CHAP. REP. (BEG 8/24)

CHRISTOPHER TRESSLERDETROIT CHAPTER REP. (END 8/24)

GLEN SHIGETOMIHAWAII CHAPTER REP. (END 8/24)

GEORGE PAPPASCAROLINAS CHAPTER REP. (BEG 8/24)

GARY STEINBERGROCHESTER CHAPTER REPRESENTATIVE

FRED LOASIA CHAPTER REPRESENTATIVE

FRANK MARTINICCHIOTORONTO CHAPTER REP. (END 8/24)

ERNEST GATESTULSA CHAPTER REPRESENTATIVE

ERICA MURRAYNEW ENGLAND CHAPTER REPRESENTATIVE

ELLEN MCMILLANREGION 9 VICE PRESIDENT

DARRELEE KINASNORTHEAST WISCONSIN CHAPTER REP.

DANIEL SMITHSILICON VALLEY CHAPTER REP.

DANIEL CHANGHAWAII CHAPTER REP. (BEG 8/24)

GRACE ZHAOCALGARY CHAPTER REPRESENTATIVE

CASSIDY CRAWFORDNEVADA CHAPTER REP. (END 8/24)

BRYAN TRAPPCIN.-COL. CHAP. REP. (END 8/24)

BRUCE WELIKSONST. LOUIS CHAPTER REPRESENTATIVE

BRIAN POWERREGION 2 VICE PRESIDENT (END 8/24)

BRIAN KAUFMANREGION 4 VICE PRESIDENT

BRANDON DRAPERATLANTA CHAPTER REP. (BEG 8/24)

BRADLEY PEESREG. 8 VP THEN FL CR. (EFF. 08/24)

BETTY MAKVANCOUVER CHAPTER REPRESENTATIVE

ANISSA OWENREGION 3 VICE PRESIDENT (BEG 8/24)

ANGELA SCHLEMMERREGION 7 VICE PRESIDENT (BEG 8/24)

ANA MENDEZ DARBYSAN FRANCISCO CHAPTER REP.

JONNELL QUARRIESEATTLE CHAPTER REP. (END 8/24)

LAWRENCE POCIASKREGION 6 VICE PRESIDENT

KRISTINE ROGERSCENTRAL TEXAS CHAP. REP. (END 8/24)

KRISTINA CAPRETTATORONTO CHAPTER REP. (BEG 8/24)

KIMBERLI WARRENATLANTA CHAPTER REP. (END 8/24)

KEVIN MANESREGION 10 VICE PRESIDENT

KENNETH SCHAFERMINNESOTA CHAPTER REP. (END 8/24)

KEELY HITTARIZONA CHAPTER REPRESENTATIVE

KATRINA WELCHPAST INTERNATIONAL PRESIDENT

KARLA ORRINDIANA CHAP. REP. (END 8/24)

KAREN MILLERREGION 3 VICE PRESIDENT (END 8/24)

JOSEPHINE SCALIASVP THEN PRESIDENT (EFF. 8/24)

LINDA KIMLOS ANGELES CHAPTER REPRESENTATIVE

JOHN CALABRESEKENTUCKY CHAPTER REPRESENTATIVE

JIBU VERGISPHILADELPHIA CHAP. REP. (END 8/24)

JENNIFER JUNGCONNECTICUT VALLEY CHAPTER REP.

JAY ROBERTSDENVER CHAPTER REPRESENTATIVE

JAY LEIBOWITZORANGE COUNTY CHAP. REP. (END 8/24)

JASON GRIFFENWESTERN MICHIGAN CHAPTER REP.

JANET RUDNICKIREG. 7 VP THEN GSCR (EFF. 8/24)

JAMES SILVESTRIPAST INTL PRESIDENT (END 8/24)

JAMES RIZZOBUFFALO-NIAGARA CHAPTER REP.

JAIMIE HIGHTOWEROKLAHOMA CITY CHAP. REP. (END 8/24)

JACK LAUBACHOKLAHOMA CITY CHAP. REP. (BEG 8/24)

About this charity

Recognized since
January 1955
Location
1200 G ST NW 300, WASHINGTON, DC 20005
County
District of Columbia
In care of
ALICIA P MATA
Primary officer
ALICIA P MATA, EXECUTIVE DIRECTOR

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
GELMAN ROSENBERG & FREEDMAN
NTEE classification
Mutual & Membership Benefit (Y)
IRS tax category
Mutual & Membership Benefit

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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