Nonprofit · EIN 52-0239291
TAX EXECUTIVES INSTITUTE INC
Tax-exempt · WASHINGTON, DC 20005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $11,773,163 | $11,392,681 | $380,482 | $16,918,317 | $6,233,137 | $10,685,180 |
| June 30, 2024 | 990 | $12,336,674 | $11,151,858 | $1,184,816 | $16,394,361 | $5,973,008 | $10,421,353 |
| June 30, 2023 | 990 | $9,921,761 | $9,801,463 | $120,298 | $15,311,356 | $6,193,397 | $9,117,959 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $10,905,137
- Investment income
- $395,937
- Royalties
- $451,600
- Net rental income
- $25,469
- Other revenue
- $472,089
Expenses
- Grants and similar amounts paid
- $123,614
- Compensation of officers, directors and key employees
- $890,133
- Other salaries and wages
- $2,846,488
- Salaries, compensation and benefits (total)
- $4,318,436
- Professional fundraising fees
- $0
- Legal fees
- $5,510
- Accounting fees
- $277,733
- Occupancy
- $263,637
- Travel
- $79,892
- Depreciation
- $121,902
Balance sheet and other
- Total assets, start of year
- $16,394,361
- Total assets, end of year
- $16,918,317
- Total liabilities, end of year
- $6,233,137
- Net assets, end of year
- $10,685,180
- Land, buildings and equipment
- $473,638
- Publicly traded securities
- $3,778,053
- Net assets without donor restrictions
- $10,685,180
- Gross unrelated business income
- $299,650
- Gross receipts
- $11,773,163
- Employees
- 23
- Volunteers
- 478
- Year formed
- 1944
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALICIA P MATA | EXECUTIVE DIRECTOR Officer | 40 | $501,910 | $24,361 |
| WILLIAM P EVANS | CHIEF TAX COUNSEL Officer | 40 | $285,809 | $43,460 |
| BENJAMIN SHRECK | TAX COUNSEL Highest-paid employee | 40 | $263,698 | $35,278 |
| TODD LARD | TAX COUNSEL Highest-paid employee | 40 | $262,023 | $17,698 |
| KELLY MADIGAN | TAX COUNSEL Highest-paid employee | 40 | $241,913 | $22,645 |
| MARTIN SCHUEBEL | DIRECTOR OF MARKETING & EVENTS Highest-paid employee | 40 | $217,717 | $23,887 |
| LYNN SPENCE | DIRECTOR OF IT Highest-paid employee | 40 | $187,309 | $9,066 |
| SANDHYA EDUPUGANTY | PRES. THEN PAST I.P. (EFF. 8/24) Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPHINE SCALIA | SVP THEN PRESIDENT (EFF. 8/24) Trustee or director, Officer | 1 | $0 | $0 |
| WALTER DOGGETT | TREAS. THEN SVP (EFF. 8/24) Trustee or director, Officer | 1 | $0 | $0 |
| MARCUS SHORE | SEC. THEN TREASURER (EFF. 8/24) Trustee or director, Officer | 1 | $0 | $0 |
| WAYNE HAMILTON | GSCR THEN SEC. (EFF. 8/24) Trustee or director | 1 | $0 | $0 |
| MARK CALUORI | REGION 1 VICE PRESIDENT Trustee or director | 1 | $0 | $0 |
| YANG YE | REGION 2 VICE PRESIDENT (BEG 8/24) Trustee or director | 1 | $0 | $0 |
| BRIAN POWER | REGION 2 VICE PRESIDENT (END 8/24) Trustee or director | 1 | $0 | $0 |
84 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANISSA OWEN | REGION 3 VICE PRESIDENT (BEG 8/24) Trustee or director | 1 | $0 |
| KAREN MILLER | REGION 3 VICE PRESIDENT (END 8/24) Trustee or director | 1 | $0 |
| BRIAN KAUFMAN | REGION 4 VICE PRESIDENT Trustee or director | 1 | $0 |
| SCOTT TINCHER | REGION 5 VICE PRESIDENT Trustee or director | 1 | $0 |
| LAWRENCE POCIASK | REGION 6 VICE PRESIDENT Trustee or director | 1 | $0 |
| ANGELA SCHLEMMER | REGION 7 VICE PRESIDENT (BEG 8/24) Trustee or director | 1 | $0 |
| JANET RUDNICKI | REG. 7 VP THEN GSCR (EFF. 8/24) Trustee or director | 1 | $0 |
| BRADLEY PEES | REG. 8 VP THEN FL CR. (EFF. 08/24) Trustee or director | 1 | $0 |
| SEAN WELSH | CAR. CR. THEN REG. 8 VP (EFF. 8/24) Trustee or director | 1 | $0 |
| ELLEN MCMILLAN | REGION 9 VICE PRESIDENT Trustee or director | 1 | $0 |
| KEVIN MANES | REGION 10 VICE PRESIDENT Trustee or director | 1 | $0 |
| NICK HASENOEHRL | REGION 11 VICE PRESIDENT Trustee or director | 1 | $0 |
| ROBERT HOWREN | PAST INTERNATIONAL PRESIDENT Trustee or director | 1 | $0 |
| TERILEA WIELENGA | PAST INTERNATIONAL PRESIDENT Trustee or director | 1 | $0 |
| WAYNE MONFRIES | PAST INTERNATIONAL PRESIDENT Trustee or director | 1 | $0 |
| KATRINA WELCH | PAST INTERNATIONAL PRESIDENT Trustee or director | 1 | $0 |
| JAMES SILVESTRI | PAST INT'L PRESIDENT (END 8/24) Trustee or director | 1 | $0 |
| WAYNE WALLACE | ALASKA CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| KEELY HITT | ARIZONA CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| FRED LO | ASIA CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| BRANDON DRAPER | ATLANTA CHAPTER REP. (BEG 8/24) Trustee or director | 1 | $0 |
| KIMBERLI WARREN | ATLANTA CHAPTER REP. (END 8/24) Trustee or director | 1 | $0 |
| MICHELLE KALB | BALTIMORE-WASHINGTON CHAPTER REP. Trustee or director | 1 | $0 |
| JAMES RIZZO | BUFFALO-NIAGARA CHAPTER REP. Trustee or director | 1 | $0 |
| GRACE ZHAO | CALGARY CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| GEORGE PAPPAS | CAROLINAS CHAPTER REP. (BEG 8/24) Trustee or director | 1 | $0 |
| RACHEL LUU | CENTRAL TEXAS CHAP. REP. (BEG 8/24) Trustee or director | 1 | $0 |
| KRISTINE ROGERS | CENTRAL TEXAS CHAP. REP. (END 8/24) Trustee or director | 1 | $0 |
| SARAH WINTERS | CHICAGO CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| MICHAEL MURPHY | CIN.-COL. CHAP. REP. (BEG 8/24) Trustee or director | 1 | $0 |
| BRYAN TRAPP | CIN.-COL. CHAP. REP. (END 8/24) Trustee or director | 1 | $0 |
| TONI MITCHELL | CLEVELAND CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| JENNIFER JUNG | CONNECTICUT VALLEY CHAPTER REP. Trustee or director | 1 | $0 |
| SUSAN BAUER | DALLAS CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| JAY ROBERTS | DENVER CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| VICTORIA GALLERT | DETROIT CHAPTER REP. (BEG 8/24) Trustee or director | 1 | $0 |
| CHRISTOPHER TRESSLER | DETROIT CHAPTER REP. (END 8/24) Trustee or director | 1 | $0 |
| LORRY LIMBOURG | EMEA CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| MARK LINIADO | FORT WORTH CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| DANIEL CHANG | HAWAII CHAPTER REP. (BEG 8/24) Trustee or director | 1 | $0 |
| GLEN SHIGETOMI | HAWAII CHAPTER REP. (END 8/24) Trustee or director | 1 | $0 |
| PAUL BROMAN | HOUSTON CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| RYAN EBERHARDT | INDIANA CHAP. REP. (BEG 8/24) Trustee or director | 1 | $0 |
| KARLA ORR | INDIANA CHAP. REP. (END 8/24) Trustee or director | 1 | $0 |
| RICHARD PULLEN | IOWA CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| YUKIE HEARD | KANSAS CITY CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| JOHN CALABRESE | KENTUCKY CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| LIONEL NOBRE | LATIN AMERICA CHAPTER REP. Trustee or director | 1 | $0 |
| LINDA KIM | LOS ANGELES CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| KENNETH SCHAFER | MINNESOTA CHAPTER REP. (END 8/24) Trustee or director | 1 | $0 |
| LIZ SEVERSON | MINNESOTA CHAPTER REP. (BEG 8/24) Trustee or director | 1 | $0 |
| NATHALIE NOEL | MONTREAL CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| VANESSA SHARER | NASHVILLE CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| ADAM FRITZ | NEBRASKA CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| MADEL MIRANDA | NEVADA CHAPTER REP. (BEG 8/24) Trustee or director | 1 | $0 |
| CASSIDY CRAWFORD | NEVADA CHAPTER REP. (END 8/24) Trustee or director | 1 | $0 |
| ERICA MURRAY | NEW ENGLAND CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| RAYMOND SALORT | NEW JERSEY CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| PAUL HELLER | NEW YORK CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| DARRELEE KINAS | NORTHEAST WISCONSIN CHAPTER REP. Trustee or director | 1 | $0 |
| JAIMIE HIGHTOWER | OKLAHOMA CITY CHAP. REP. (END 8/24) Trustee or director | 1 | $0 |
| JACK LAUBACH | OKLAHOMA CITY CHAP. REP. (BEG 8/24) Trustee or director | 1 | $0 |
| LISA GRACE | ORANGE COUNTY CHAP. REP. (BEG 8/24) Trustee or director | 1 | $0 |
| JAY LEIBOWITZ | ORANGE COUNTY CHAP. REP. (END 8/24) Trustee or director | 1 | $0 |
| MELISSA HEWITT LOCHETTO | PHILADELPHIA CHAP. REP. (BEG 8/24) Trustee or director | 1 | $0 |
| JIBU VERGIS | PHILADELPHIA CHAP. REP. (END 8/24) Trustee or director | 1 | $0 |
| THOMAS SLOWEY | PITTSBURGH CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| SUZANNE WILLSON | PORTLAND CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| GARY STEINBERG | ROCHESTER CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| TYLER LOVELAND | SALT LAKE CITY CHAPTER REP. Trustee or director | 1 | $0 |
| SON LE | SAN DIEGO CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| ANA MENDEZ DARBY | SAN FRANCISCO CHAPTER REP. Trustee or director | 1 | $0 |
| MAKENZIE ZUERN | SEATTLE CHAPTER REP. (BEG 8/24) Trustee or director | 1 | $0 |
| JONNELL QUARRIE | SEATTLE CHAPTER REP. (END 8/24) Trustee or director | 1 | $0 |
| DANIEL SMITH | SILICON VALLEY CHAPTER REP. Trustee or director | 1 | $0 |
| BRUCE WELIKSON | ST. LOUIS CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| KRISTINA CAPRETTA | TORONTO CHAPTER REP. (BEG 8/24) Trustee or director | 1 | $0 |
| FRANK MARTINICCHIO | TORONTO CHAPTER REP. (END 8/24) Trustee or director | 1 | $0 |
| ERNEST GATES | TULSA CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| BETTY MAK | VANCOUVER CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| VERNON TURNER | VIRGINIA CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
| PETER DENICOLA | WESTCHESTER-FAIRFIELD CHAPTER REP. Trustee or director | 1 | $0 |
| JASON GRIFFEN | WESTERN MICHIGAN CHAPTER REP. Trustee or director | 1 | $0 |
| TODD CARLSON | WISCONSIN CHAPTER REPRESENTATIVE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 82 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALICIA P MATA | EXECUTIVE DIRECTOR Officer | 40 | $519,549 | $22,518 |
| WILLIAM P EVANS | CHIEF TAX COUNSEL Officer | 40 | $276,416 | $41,931 |
| BENJAMIN SHRECK | TAX COUNSEL Highest-paid employee | 40 | $257,001 | $32,652 |
| TODD LARD | TAX COUNSEL Highest-paid employee | 40 | $253,649 | $15,958 |
| MARTIN SCHUEBEL | DIR, MARKETING, EVENTS & COMM Highest-paid employee | 40 | $217,622 | $32,881 |
| KELLY MADIGAN | TAX COUNSEL Highest-paid employee | 40 | $233,864 | $13,468 |
| LYNN SPENCE | DIR, IT & WEB SERVICES Highest-paid employee | 40 | $165,564 | $0 |
| SANDHYA EDUPUGANTY | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPHINE SCALIA | SENIOR VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| WALTER DOGGETT III | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARCUS SHORE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARK CALUORI | VICE PRESIDENT-REGION 1 Trustee or director | 1 | $0 | $0 |
| BRIAN POWER | VICE PRESIDENT-REGION 2 Trustee or director | 1 | $0 | $0 |
| KAREN MILLER | VICE PRESIDENT-REGION 3 Trustee or director | 1 | $0 | $0 |
| BRIAN KAUFMAN | VICE PRESIDENT-REGION 4 Trustee or director | 1 | $0 | $0 |
| SCOTT TINCHER | VICE PRESIDENT-REGION 5 Trustee or director | 1 | $0 | $0 |
| LAWRENCE POCIASK | VICE PRESIDENT-REGION 6 Trustee or director | 1 | $0 | $0 |
| JANET RUDNICKI | VICE PRESIDENT-REGION 7 Trustee or director | 1 | $0 | $0 |
| BRADLEY PEES | VICE PRESIDENT-REGION 8 Trustee or director | 1 | $0 | $0 |
| ELLEN MCMILLAN | VICE PRESIDENT-REGION 9 Trustee or director | 1 | $0 | $0 |
| KEVIN MANES | VICE PRESIDENT-REGION 10 Trustee or director | 1 | $0 | $0 |
| NICK HASENOEHRL | VICE PRESIDENT-REGION 11 Trustee or director | 1 | $0 | $0 |
| TERILEA WIELENGA | PAST INTERNATIONAL PRESIDENT Trustee or director | 1 | $0 | $0 |
| ROBERT HOWREN | PAST INTERNATIONAL PRESIDENT Trustee or director | 1 | $0 | $0 |
| WAYNE MONFRIES | PAST INTERNATIONAL PRESIDENT Trustee or director | 1 | $0 | $0 |
| JAMES SILVESTRI | PAST INTERNATIONAL PRESIDENT Trustee or director | 1 | $0 | $0 |
| KATRINA WELCH | PAST INTERNATIONAL PRESIDENT Trustee or director | 1 | $0 | $0 |
| WAYNE WALLACE | ALASKA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| KEELY HITT | ARIZONA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| KIMBERLI WARREN | ATLANTA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| EUGENE GAY | ASIA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| MICHELLE KALB | BALTIMORE-WASHINGTON CHAPTER REP Trustee or director | 1 | $0 | $0 |
| JAMES RIZZO | BUFFALO-NIAGARA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| TANYA YEAST | CALGARY CHAPTER REP Trustee or director | 1 | $0 | $0 |
| SEAN WELSH | CAROLINAS CHAPTER REP Trustee or director | 1 | $0 | $0 |
| KRISTINE ROGERS | CENTRAL TEXAS CHAPTER REP Trustee or director | 1 | $0 | $0 |
| SARAH WINTERS | CHICAGO CHAPTER REP Trustee or director | 1 | $0 | $0 |
| BRYAN TRAPP | CINCINNATI-COLUMBUS CHAPTER REP Trustee or director | 1 | $0 | $0 |
| TONI MITCHELL | CLEVELAND CHAPTER REP Trustee or director | 1 | $0 | $0 |
| JENNIFER JUNG | CONNECTICUT VALLEY CHAPTER REP Trustee or director | 1 | $0 | $0 |
| SUSAN BAUER | DALLAS CHAPTER REP Trustee or director | 1 | $0 | $0 |
| JAY ROBERTS | DENVER CHAPTER REP Trustee or director | 1 | $0 | $0 |
| CHRIS TRESSLER | DETROIT CHAPTER REP Trustee or director | 1 | $0 | $0 |
| LORRY LIMBOURG | EMEA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| MARK LINIADO | FORT WORTH CHAPTER REP Trustee or director | 1 | $0 | $0 |
| WAYNE HAMILTON | GULF STATES CHAPTER REP Trustee or director | 1 | $0 | $0 |
| GLENN SHIGETOMI | HAWAII CHAPTER REP Trustee or director | 1 | $0 | $0 |
| PAUL BROMAN | HOUSTON CHAPTER REP Trustee or director | 1 | $0 | $0 |
| KARLA ORR | INDIANA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| RICHARD PULLEN | IOWA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| DIANE HARTLEY | KANSAS CITY CHAPTER REP Trustee or director | 1 | $0 | $0 |
| LAUREN GROSHEART | KENTUCKY CHAPTER REP Trustee or director | 1 | $0 | $0 |
| LIONEL NOBRE | LATIN AMERICA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| LINDA KIM | LOS ANGELES CHAPTER REP Trustee or director | 1 | $0 | $0 |
| KENNETH SCHAFER | MINNESOTA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| NANCY SAUVE | MONTREAL CHAPTER REP Trustee or director | 1 | $0 | $0 |
| VANESSA SHARER | NASHVILLE CHAPTER REP Trustee or director | 1 | $0 | $0 |
| ADAM FRITZ | NEBRASKA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| CASSIDY CRAWFORD | NEVADA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| ERICA MURRAY | NEW ENGLAND CHAPTER REP Trustee or director | 1 | $0 | $0 |
| RAYMOND SALORT | NEW JERSEY CHAPTER REP Trustee or director | 1 | $0 | $0 |
| PAUL HELLER | NEW YORK CHAPTER REP Trustee or director | 1 | $0 | $0 |
| DARRELEE KINAS | NORTH EAST WISCONSIN CHAPTER REP Trustee or director | 1 | $0 | $0 |
| JAIMIE HIGHTOWER | OKLAHOMA CITY CHAPTER Trustee or director | 1 | $0 | $0 |
| JAY LEIBOWITZ | ORANGE COUNTY CHAPTER REP Trustee or director | 1 | $0 | $0 |
| JIBU VERGIS | PHILADELPHIA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| SHEILA CURRY | PITTSBURGH CHAPTER REP Trustee or director | 1 | $0 | $0 |
| SUZANNE WILLSON | PORTLAND CHAPTER REP Trustee or director | 1 | $0 | $0 |
| GARY STEINBERG | ROCHESTER CHAPTER REP Trustee or director | 1 | $0 | $0 |
| TYLER LOVELAND | SALT LAKE CITY CHAPTER REP Trustee or director | 1 | $0 | $0 |
| SON LE | SAN DIEGO CHAPTER REP Trustee or director | 1 | $0 | $0 |
| STEPHEN DUNPHY | SAN FRANCISCO CHAPTER REP Trustee or director | 1 | $0 | $0 |
| JONNELL QUARRIE | SEATTLE CHAPTER REP Trustee or director | 1 | $0 | $0 |
| DANIEL SMITH | SILICON VALLEY CHAPTER REP Trustee or director | 1 | $0 | $0 |
| BRUCE WELIKSON | ST. LOUIS CHAPTER REP Trustee or director | 1 | $0 | $0 |
| FRANK MARTINICCHIO | TORONTO CHAPTER REP Trustee or director | 1 | $0 | $0 |
| ERNEST GATES | TULSA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| BETTY MAK | VANCOUVER CHAPTER REP Trustee or director | 1 | $0 | $0 |
| VERNON TURNER | VIRGINIA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| PETER DE NICOLA | WESTCHESTER-FAIRFIELD CHAPTER REP Trustee or director | 1 | $0 | $0 |
| JASON GRIFFEN | WESTERN MICHIGAN CHAPTER REP Trustee or director | 1 | $0 | $0 |
| TODD CARLSON | WISCONSIN CHAPTER REP Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 85 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALICIA P MATA | EXECUTIVE DIRECTOR Officer | 40 | $358,861 | $25,938 |
| WILLIAM P EVANS | CHIEF TAX COUNSEL Officer | 40 | $272,313 | $41,429 |
| BENJAMIN SHRECK | TAX COUNSEL Highest-paid employee | 40 | $242,616 | $33,521 |
| TODD LARD | TAX COUNSEL Highest-paid employee | 40 | $235,128 | $9,755 |
| MICHAEL T DOWDY | DIRECTOR OF IT AND WEB SER Highest-paid employee | 40 | $155,720 | $12,808 |
| DEBORAH C GIESEY | DIRECTOR OF ADMINISTRATION Highest-paid employee | 40 | $145,463 | $20,828 |
| WATSON M MCLEISH | TAX COUNSEL Highest-paid employee | 40 | $126,186 | $9,356 |
| WAYNE MONFRIES | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SANDHYA EDUPUGANTY | SENIOR VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPHINE SCALIA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| WALTER DOGGETT III | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DAVID CARD | VICE PRESIDENT-REGION 1 Trustee or director | 1 | $0 | $0 |
| BRIAN POWER | VICE PRESIDENT-REGION 2 Trustee or director | 1 | $0 | $0 |
| KAREN MILLER | VICE PRESIDENT-REGION 3 Trustee or director | 1 | $0 | $0 |
| BRIAN KAUFMAN | VICE PRESIDENT-REGION 4 Trustee or director | 1 | $0 | $0 |
| CHRIS TRESSLER | VICE PRESIDENT-REGION 5 Trustee or director | 1 | $0 | $0 |
| KEVIN MEEHAN | VICE PRESIDENT-REGION 6 Trustee or director | 1 | $0 | $0 |
| JANET RUDNICKI | VICE PRESIDENT-REGION 7 Trustee or director | 1 | $0 | $0 |
| BRADLEY PEES | VICE PRESIDENT-REGION 8 Trustee or director | 1 | $0 | $0 |
| STEPHEN DUNPHY | VICE PRESIDENT-REGION 9 Trustee or director | 1 | $0 | $0 |
| KEVIN MANES | VICE PRESIDENT-REGION 10 Trustee or director | 1 | $0 | $0 |
| NICK HASENOEHRL | VICE PRESIDENT-REGION 11 Trustee or director | 1 | $0 | $0 |
| SOL COFFINO | PAST INTERNATIONAL PRESIDENT Trustee or director | 1 | $0 | $0 |
| ROBERT HOWREN | PAST INTERNATIONAL PRESIDENT Trustee or director | 1 | $0 | $0 |
| MARK SILBIGER | PAST INTERNATIONAL PRESIDENT Trustee or director | 1 | $0 | $0 |
| JAMES SILVESTRI | PAST INTERNATIONAL PRESIDENT Trustee or director | 1 | $0 | $0 |
| KATRINA WELCH | PAST INTERNATIONAL PRESIDENT Trustee or director | 1 | $0 | $0 |
| TERILEA WIELENGA | PAST INTERNATIONAL PRESIDENT Trustee or director | 1 | $0 | $0 |
| KRISTY WEST | ALASKA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| THERESA CONNER | ARIZONA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| KIMBERLI WARREN | ATLANTA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| EUGENE GAY | ASIA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| JULIO DUARTE | BALTIMORE-WASHINGTON CHAPTER REP Trustee or director | 1 | $0 | $0 |
| JAMES RIZZO | BUFFALO-NIAGARA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| CORY BLAIR | CALGARY CHAPTER REP Trustee or director | 1 | $0 | $0 |
| SEAN WELSH | CAROLINAS CHAPTER REP Trustee or director | 1 | $0 | $0 |
| KRISTINE ROGERS | CENTRAL TEXAS CHAPTER REP Trustee or director | 1 | $0 | $0 |
| SARAH WINTERS | CHICAGO CHAPTER REP Trustee or director | 1 | $0 | $0 |
| BRYAN TRAPP | CINCINNATI-COLUMBUS CHAPTER REP Trustee or director | 1 | $0 | $0 |
| SCOTT TINCHER | CLEVELAND CHAPTER REP Trustee or director | 1 | $0 | $0 |
| JENNIFER JUNG | CONNECTICUT VALLEY CHAPTER REP Trustee or director | 1 | $0 | $0 |
| SUSAN BAUER | DALLAS CHAPTER REP Trustee or director | 1 | $0 | $0 |
| JAY ROBERTS | DENVER CHAPTER REP Trustee or director | 1 | $0 | $0 |
| CHRIS TRESSLER | DETROIT CHAPTER REP Trustee or director | 1 | $0 | $0 |
| LORRY LIMBOURG | EMEA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| BRADLEY PEES | FLORIDA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| MARK LINIADO | FORT WORTH CHAPTER REP Trustee or director | 1 | $0 | $0 |
| WAYNE HAMILTON | GULF STATES CHAPTER REP Trustee or director | 1 | $0 | $0 |
| GLENN SHIGETOMI | HAWAII CHAPTER REP Trustee or director | 1 | $0 | $0 |
| PAUL BROMAN | HOUSTON CHAPTER REP Trustee or director | 1 | $0 | $0 |
| BRITTANY GERIG | INDIANA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| RICHARD PULLEN | IOWA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| ERIC BENTON | KANSAS CITY CHAPTER REP Trustee or director | 1 | $0 | $0 |
| DANIEL FELD | KENTUCKY CHAPTER REP Trustee or director | 1 | $0 | $0 |
| LIONEL NOBRE | LATIN AMERICA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| LINDA KIM | LOS ANGELES CHAPTER REP Trustee or director | 1 | $0 | $0 |
| CHARLES FITZER | MINNESOTA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| NANCY SAUVE | MONTREAL CHAPTER REP Trustee or director | 1 | $0 | $0 |
| JASON JENSEN | NASHVILLE CHAPTER REP Trustee or director | 1 | $0 | $0 |
| KEVIN MEEHAN | NEBRASKA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| CASSIDY CRAWFORD | NEVADA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| MARYANNE KNOTT | NEW ENGLAND CHAPTER REP Trustee or director | 1 | $0 | $0 |
| RAYMOND SALORT | NEW JERSEY CHAPTER REP Trustee or director | 1 | $0 | $0 |
| PAUL HELLER | NEW YORK CHAPTER REP Trustee or director | 1 | $0 | $0 |
| DARRELEE KINAS | NORTH EAST WISCONSIN CHAPTER REP Trustee or director | 1 | $0 | $0 |
| JAIMIE HIGHTOWER | OKLAHOMA CITY CHAPTER Trustee or director | 1 | $0 | $0 |
| JAY LEIBOWITZ | ORANGE COUNTY CHAPTER REP Trustee or director | 1 | $0 | $0 |
| JIBU VERGIS | PHILADELPHIA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| THOMAS SLOWEY | PITTSBURGH CHAPTER REP Trustee or director | 1 | $0 | $0 |
| ELLEN MCMILLAN | PORTLAND CHAPTER REP Trustee or director | 1 | $0 | $0 |
| GARY STEINBERG | ROCHESTER CHAPTER REP Trustee or director | 1 | $0 | $0 |
| TYLER LOVELAND | SALT LAKE CITY CHAPTER REP Trustee or director | 1 | $0 | $0 |
| SON LE | SAN DIEGO CHAPTER REP Trustee or director | 1 | $0 | $0 |
| ANA MENDEZ DARBY | SAN FRANCISCO CHAPTER REP Trustee or director | 1 | $0 | $0 |
| MICHELL RODRIGUEZ | SEATTLE CHAPTER REP Trustee or director | 1 | $0 | $0 |
| ERIC JOHNSON | SIL. VALL. CHAP. REP (END 01/23) Trustee or director | 1 | $0 | $0 |
| DANIEL SMITH | SIL. VALL. CHAP. REP (BEG. 03/23) Trustee or director | 1 | $0 | $0 |
| BRUCE WELIKSON | ST. LOUIS CHAPTER REP Trustee or director | 1 | $0 | $0 |
| FRANK MARTINICCHIO | TORONTO CHAPTER REP Trustee or director | 1 | $0 | $0 |
| ERNEST GATES | TULSA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| FRASER REID | VANCOUVER CHAPTER REP Trustee or director | 1 | $0 | $0 |
| VERNON TURNER | VIRGINIA CHAPTER REP Trustee or director | 1 | $0 | $0 |
| PETER DE NICOLA | WESTCHESTER-FAIRFIELD CHAPTER REP Trustee or director | 1 | $0 | $0 |
| JASON GRIFFEN | WESTERN MICHIGAN CHAPTER REP Trustee or director | 1 | $0 | $0 |
| ROGER ZIENTEK | WISCONSIN CHAPTER REP Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1200 G ST NW STE 300 FL 3, WASHINGTON, DC 20005-3833
- Principal officer (990 for 2024)
- ALICIA P MATA, 1200 G ST NW 300, WASHINGTON, DC 20005
- Signed the 990
- ALICIA P MATA, EXECUTIVE DIRECTOR
- Phone
- (202) 638-5601
- Website
- TEI.ORG
- Return prepared by
- GELMAN ROSENBERG & FREEDMAN
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.
Program accomplishments
- 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.
- CONTINUING EDUCATION: TAX EXECUTIVES INSTITUTE (TEI OR THE INSTITUTE) PROGRAMS ARE AVAILABLE AT THE INSTITUTE, REGION, AND CHAPTER LEVEL, AND SATISFY STATE OR COUNTRY REQUIREMENTS FOR CONTINUING PROFESSIONAL EDUCATION. TEI ALSO PROVIDES EDUCATIONAL RESOURCES SUCH AS FORUMS FOR THE EXCHANGE OF INFORMATION ON VARIOUS ISSUES AFFECTING THE CORPORATE TAX COMMUNITY. TEI ALSO PROVIDES ITS MEMBERS WITH A ROBUST MEMBER-ONLY, ONLINE COMMUNITY, TEI ENGAGE, ENABLING MEMBERS TO SHARE INFORMATION ON TAX MATTERS.
- ADVOCACY & COMMITTEES: TEI PROVIDES EXCELLENT ANALYSES OF PROPOSED TAX LEGISLATION, REGULATIONS, AND OTHER ADMINISTRATIVE PRONOUNCEMENTS. TEI ALSO WORKS WITH LEGISLATIVE AND REGULATORY BODIES BY PROVIDING COMMENTARY ON POLICY AND THE ADMINISTRATIVE ASPECTS OF LEGISLATIVE AND REGULATORY PROPOSALS. TEI'S LEGISLATIVE AND ADVOCACY FUNCTIONS ARE CARRIED ON LARGELY THROUGH THE VOLUNTEER EFFORTS OF ITS MEMBERS. TEI ALSO FILES AMICUS BRIEFS IN SUPPORT OF TEI MEMBERS' INTERESTS TO ENSURE TAXES ARE IMPOSED FAIRLY AND EQUITABLY UNDER THE US CONSTITUTION.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 52-0239291
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $16,918,317
- Income (IRS master file)
- $11,773,163
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $11,773,163 | $11,392,681 | $16,918,317 | IRS |
| 990 | June 2024 | $12,336,674 | $11,151,858 | $16,394,361 | IRS |
| 990 | June 2023 | $9,921,761 | $9,801,463 | $15,311,356 | XML |
| 990 | June 2022 | $7,712,860 | $6,852,316 | $12,386,373 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-0239291).
Questions about TAX EXECUTIVES INSTITUTE INC
- What is the EIN of TAX EXECUTIVES INSTITUTE INC?
- The employer identification number (EIN) of TAX EXECUTIVES INSTITUTE INC is 52-0239291.
- Is TAX EXECUTIVES INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1955.
- Are donations to TAX EXECUTIVES INSTITUTE INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TAX EXECUTIVES INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TAX EXECUTIVES INSTITUTE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TAX EXECUTIVES INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of TAX EXECUTIVES INSTITUTE INC?
- The 990 for the year ended June 30, 2025 names ALICIA P MATA.
- Who are the officers and directors of TAX EXECUTIVES INSTITUTE INC?
- The 990 for the year ended June 30, 2025 lists 99 people; 7 received compensation from the organization, the highest $501,910 (ALICIA P MATA, EXECUTIVE DIRECTOR).
- How much revenue does TAX EXECUTIVES INSTITUTE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $11,773,163, expenses of $11,392,681 and total assets of $16,918,317 at year end.
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