Nonprofit · EIN 52-1122683
NATIONAL TAXPAYERS UNION FOUNDATION
Tax-exempt · WASHINGTON, DC 20001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,896,451 | $2,261,171 | $635,280 | $6,274,854 | $811,126 | $5,463,728 |
| December 31, 2023 | 990 | $2,748,480 | $1,900,119 | $848,361 | $5,138,087 | $330,025 | $4,808,062 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,808,902
- Program service revenue
- $0
- Investment income
- $87,549
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $11,570
- Compensation of officers, directors and key employees
- $390,280
- Other salaries and wages
- $1,227,032
- Salaries, compensation and benefits (total)
- $1,788,434
- Professional fundraising fees
- $11,000
- Legal fees
- $2,372
- Accounting fees
- $58,819
- Occupancy
- $134,153
- Travel
- $54,037
- Program services (functional)
- $1,829,477
- Management and general (functional)
- $325,512
- Fundraising (functional)
- $106,182
Balance sheet and other
- Total assets, start of year
- $5,138,087
- Total assets, end of year
- $6,274,854
- Total liabilities, end of year
- $811,126
- Net assets, end of year
- $5,463,728
- Publicly traded securities
- $2,404,623
- Net assets without donor restrictions
- $5,020,490
- Net assets with donor restrictions
- $443,238
- Gross receipts
- $2,896,451
- Employees
- 0
- Volunteers
- 45
- Year formed
- 1977
- State of legal domicile
- DC
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH D HENCHMAN | EXECUTIVE VICE PRESIDENT,NTUF Key employee | 40 | $253,712 | $0 | $28,363 |
| PETER J SEPP | PRESIDENT/ DIRECTOR Trustee or director, Officer | 19.5 | $91,984 | $143,873 | $41,592 |
| BRANDON D ARNOLD | EXECUTIVE VICE PRESIDENT,NTU Highest-paid employee | 2 | $12,135 | $230,573 | $34,551 |
| EVANGELINE LEAH M VUKMIR | SENIOR VP OF STATE AFFAIRS Highest-paid employee | 0 | $0 | $190,267 | $27,769 |
| AL CANATA | VP OF STRATEGIC PARTNERSHIPS Highest-paid employee | 18 | $80,858 | $98,827 | $33,389 |
| TYLER L MARTINEZ | SENIOR ATTORNEY Highest-paid employee | 40 | $182,341 | $0 | $7,768 |
| LINDSEY CARPENTER | ATTORNEY Highest-paid employee | 40 | $160,426 | $0 | $7,176 |
| MICHAEL D FRYT | CHAIRMAN/DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOSEPH G LEHMAN | VICE CHAIRMAN/DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHUCK FULLER | TREASURER/DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRANDON PECK | SECRETARY/DIRECTOR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| STACEY CHAMBERLIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JON COUPAL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| KR KAMON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| PAM OLSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR RICHARD VEDDER | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH D HENCHMAN | EXECUTIVE VICE PRESIDENT, NTUF Key employee | 40 | $241,818 | $0 | $28,719 |
| BRANDON D ARNOLD | EXECUTIVE VICE PRESIDENT, NTU Highest-paid employee | 2 | $11,316 | $215,012 | $29,636 |
| PETER J SEPP | PRESIDENT/DIRECTOR Trustee or director, Officer | 17.5 | $62,184 | $126,254 | $32,690 |
| EVANGELINE LEAH M VUKMIR | SENIOR VP OF STATE AFFAIRS Highest-paid employee | 0 | $0 | $183,424 | $24,959 |
| AL CANATA | VP OF STRATEGIC PARTNERSHIPS Highest-paid employee | 16 | $68,521 | $102,781 | $29,386 |
| TYLER L MARTINEZ | SENIOR ATTORNEY Highest-paid employee | 40 | $162,054 | $0 | $6,912 |
| BRYAN G RILEY | DIR OF FREE TRADE INITIATIVE Highest-paid employee | 16 | $55,193 | $82,790 | $18,253 |
| MICHAEL D FRYT | CHAIRMAN/DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOSEPH G LEHMAN | VICE CHAIRMAN/DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DR DONALD P RACHETER | SECRETARY/DIRECTOR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| CHUCK FULLER | TREASURER/DIRECTOR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRANDON PECK | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JON COUPAL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| KR KAMON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DR RICHARD VEDDER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| STACEY CHAMBERLIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 122 C ST NW STE 700, WASHINGTON, DC 20001-2125
- Principal officer (990 for 2024)
- PETER J SEPP, 122 C STREET NW SUITE 700, WASHINGTON, DC 20001
- Signed the 990
- PETER J SEPP, PRESIDENT
- Phone
- (703) 683-5700
- Website
- WWW.NTU.ORG/FOUNDATION
- Return prepared by
- UHY ADVISORS MID-ATLANTIC INC
Mission
NATIONAL TAXPAYERS UNION FOUNDATION (NTUF) PROVIDES CRUCIAL, IMPACTFUL RESEARCH AND ANALYSIS SHOWING AMERICANS HOW TAXES, GOVERNMENT SPENDING, AND REGULATIONS AFFECT THEM. WITH OUR UNIQUE COMBINATION OF POLICY EXPERTISE, OUTREACH KNOW-HOW, AND TRUE NON-PARTISANSHIPNTUF STRIVES TO BE THE NUMBER ONE FEDERAL AND STATE SOURCE FOR SOUND FISCAL POLICYMAKING.
Program accomplishments
- PUBLIC EDUCATION AND RESEARCH: THIS PROGRAM CATEGORY INCLUDES SUBSTANTIVE OUTREACH AND COMMUNICATIONS WITH THE GENERAL PUBLIC, POLICYMAKERS, AND SUPPORTERS THROUGH PROMOTION AND DISTRIBUTION OF POLICY PAPERS AND ISSUE BRIEFS, AN EMAIL NEWSLETTER. THE WEBSITE AND BLOG, EARNED MEDIA APPEARANCES AND CITATIONS, APPEARANCES AT CONFERENCES, COMMENT FILINGS, AND PUBLIC INTEREST LITIGATION. PROJECTS INCLUDE EXAMINING RULES AND REFORMS TO BUDGET PROCESSES THAT AFFECT ECONOMIC GROWTH; ANALYZING HOW STATES AND LOCALITIES ENGAGE IN TAX AND REGULATORY ACTIONS BEYOND THEIR BORDERS; ILLUSTRATING THE INCIDENCE AND DISTRIBUTION OF TAX BURDENS ON AMERICAN HOUSEHOLDS; QUANTIFYING TAX COMPLIANCE AND COMPLEXITY COSTS; FOCUSING ON THE FISCAL ASPECTS OF TRADE POLICIES; FILING LITIGATION AND AMICUS BRIEFS IN PRECEDENTIAL CASES AFFECTING TAXPAYER RIGHTS AND SOUND TAX ADMINISTRATION; DELIVERING INFORMATION THE PUBLIC OFTEN FINDS DIFFICULT TO OBTAIN ON FISCAL MATTERS SUCH AS PUBLIC OFFICIAL'S PERQUISITES; AND DEVELOPING PRACTICAL POLICY RESPONSES TO THE FISCAL AND GOVERNMENT ADMINISTRATION CHALLENGES CURRENTLY CONFRONTING THE NATION.Expenses $1,829,477 · grants $11,570
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1122683
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1978
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,274,854
- Income (IRS master file)
- $2,896,451
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,896,451 | $2,261,171 | $6,274,854 | XML |
| 990 | December 2023 | $2,748,480 | $1,900,119 | $5,138,087 | XML |
| 990 | December 2022 | $2,333,077 | $1,542,589 | $5,675,427 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 52-1122683).
Questions about NATIONAL TAXPAYERS UNION FOUNDATION
- What is the EIN of NATIONAL TAXPAYERS UNION FOUNDATION?
- The employer identification number (EIN) of NATIONAL TAXPAYERS UNION FOUNDATION is 52-1122683.
- Is NATIONAL TAXPAYERS UNION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to NATIONAL TAXPAYERS UNION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NATIONAL TAXPAYERS UNION FOUNDATION 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 NATIONAL TAXPAYERS UNION FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL TAXPAYERS UNION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NATIONAL TAXPAYERS UNION FOUNDATION?
- The 990 for the year ended December 31, 2024 names PETER J SEPP.
- Who are the officers and directors of NATIONAL TAXPAYERS UNION FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 16 people; 6 received compensation from the organization, the highest $253,712 (JOSEPH D HENCHMAN, EXECUTIVE VICE PRESIDENT,NTUF).
- How much revenue does NATIONAL TAXPAYERS UNION FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,896,451, expenses of $2,261,171 and total assets of $6,274,854 at year end.
Other nonprofits in WASHINGTON
- AARP EIN 95-1985500 · last filed 990 for 2024
- RISANT HEALTH INC EIN 92-3467590 · last filed 990 for 2024
- AMERICAN NATIONAL RED CROSS EIN 53-0196605 · last filed 990 for 2025
- GAVI ALLIANCE EIN 98-0593375 · last filed 990 for 2024
- GEORGETOWN UNIVERSITY EIN 53-0196603 · last filed 990 for 2025
- NATIONAL ASSOCIATION OF LETTER CARRIERS EIN 53-0114650 · last filed 990 for 2025
- SMITHSONIAN INSTITUTE EIN 53-0206027 · last filed 990 for 2025
- CHILDRENS HOSPITAL EIN 53-0196580 · last filed 990 for 2025