Tax Executives Institute Inc

Nonprofit profile at a glance

EIN
520239291
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Washington, DC, USA
Phone
2026385601
Rating confidence
Limited

Reported finances

Revenue
$11,773,163
Expenses
$11,392,681
Assets
$16,918,317
Liabilities
$6,233,137

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

99 people listed

Executive titles in this filing

  • JOSEPHINE SCALIA (SVP THEN PRESIDENT (EFF. 8/24))
  • MARK CALUORI (REGION 1 VICE PRESIDENT)
  • YANG YE (REGION 2 VICE PRESIDENT (BEG 8/24))
  • BRIAN POWER (REGION 2 VICE PRESIDENT (END 8/24))
  • ANISSA OWEN (REGION 3 VICE PRESIDENT (BEG 8/24))
  • KAREN MILLER (REGION 3 VICE PRESIDENT (END 8/24))

Highest reported compensation

  • ALICIA P MATA (EXECUTIVE DIRECTOR): $526,271 total reported compensation
  • WILLIAM P EVANS (CHIEF TAX COUNSEL): $329,269 total reported compensation
  • BENJAMIN SHRECK (TAX COUNSEL): $298,976 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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.

What it reported doing in 2024

Membership services and development: tax executives institute is the preeminent association of in-house tax professionals worldwide. Our approximately 5,879 members represent more than 2,750 of the leading corporations in north and south america, europe, and asia. Through tei and its 55 chapters worldwide, tax executives have access to the finest, most cost-effective tax training available; the camaraderie of their fellow tax professionals, who willingly share their insights, ideas, and experiences; and the ability to work collectively to improve tax policy and administration. Tei members receive a bi-monthly journal, tax executive, and a bi-weekly thought leadership bulletin featuring articles and insights. They also have access to tei engage, tei's member-only online community, providing global networking opportunities. Tei members may enhance their personal leadership, communication, and mentoring skills by volunteering locally or at the institute level. Tei also provides members the opportunity to participate in surveys and to develop benchmarking tools for tax executives.

Operating model

Revenue model
Earned-program. 93% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 50
  • Accountability: 100
  • Sustainability: 42
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 6th percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: 1 of 8 controls in place; rating input score 12
    • Claims monitoring procedures: Pass
    • Requires narrative reports: Fail
    • Conducts field audits: Fail
    • May suspend future funding: Fail
    • Requires financial reports: Fail
    • Conducts site visits: Fail
    • Requires grant agreements: Fail
    • May require repayment: Fail
  • Grant itemization coverage: 0%; rating input score 0; 4th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 3.2%; rating input score 47; 47th percentile among comparable filings
  • Total-asset coverage ratio: 1.49; rating input score 51; 51st percentile among comparable filings
  • Liabilities to assets ratio: 0.37; rating input score 39; 39th percentile among comparable filings
  • Officer compensation ratio: 18.8%; rating input score 5; 5th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 0.3% per year; rating input score 100; 9th percentile among comparable filings
  • Asset growth: 0.7% per year; rating input score 100; 12th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 76 of 76 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments
  • Leadership: top reported pay $526K · 99 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $1.4M reported
  • Consistency: 15 of 16 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes foreign activity, executive pay, and related organizations
  • Filing history: 15 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Grant itemization coverage scored 0/100.
  • High — Transparency & Controls: Foreign activity oversight: 7 of 8 not reported.
  • Moderate — Sustainability: Operating margin scored 47/100.
  • Review — Transparency & Controls: Foreign grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Total-asset coverage ratio scored 51/100.
  • High — Sustainability: Officer compensation ratio scored 5/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 39/100.