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Research and Public Policy : Social and Public Policy Research

Tax Foundation

Principled Research. Insightful Analysis. Engaged Experts.

three stars

83.98

1325 G Street N.W. Suite 950
Washington, DC 20005
tel: (202) 464-6200   Web Site
EIN: 52-1703065

Board Leadership
David P. Lewis
Chairman

CEO
Scott A. Hodge
President

  Score
(out of 100)
Rating
Overall Score & Rating 83.98 three stars
  Financial 77.55 two stars
  Accountability & Transparency 97.00 four stars
This rating was published 06/01/2021 and includes data from FY2019, the most recent 990 received at that time.

The Tax Foundation is the nation's leading independent tax policy research organization. Since 1937, our principled research, insightful analysis, and engaged experts have informed smarter tax policy at the federal, state, and local levels.

The organization's founders envisioned a world where the tax code doesn't stand in the way of success. Tax reform isn't just about growing the economy or raising revenue; it's about making people better off. That's why we're so passionate about our mission to lead the tax reform debate toward the principles of sound tax policy: simplicity, neutrality, transparency, and stability.

Our research and outreach highlight our tax code's strengths and weaknesses, and show how tax policy impacts taxpayers, the government, and the economy at large. We use our research to foster competition and advise policymakers on how to improve their tax systems.

The Tax Foundation is the nation's leading independent tax policy research organization. Since 1937, our principled research, insightful analysis, and engaged experts have informed smarter tax policy at the federal, state, and local levels.

The organization's founders envisioned a world where the tax code doesn't stand in the way of success. Tax reform isn't just about growing the economy or raising revenue; it's about making people better off. That's why we're so passionate about our mission to lead the tax reform debate toward the principles of sound tax policy: simplicity, neutrality, transparency, and stability.

Our research and outreach highlight our tax code's strengths and weaknesses, and show how tax policy impacts taxpayers, the government, and the economy at large. We use our research to foster competition and advise policymakers on how to improve their tax systems.

Financial

two stars

77.55

Accountability & Transparency

four stars

97.00

This rating was published 06/01/2021 and includes data from FY2019, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
67.7%
  Administrative Expenses 10.4%
  Fundraising Expenses 21.7%
  Fundraising Efficiency $0.21
  Working Capital Ratio (years) 0.56
  Program Expenses Growth 11.8%
  Liabilities to Assets 26.7%
All data for Financial Performance Metrics calculations was provided by Tax Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Tax Foundation on recent 990s filed with the IRS.

Constituent Feedback

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Here's how this organization is listening and learning from the people they serve:
How is the organization collecting feedback?
Electronic surveys (by email, tablet, etc), Paper surveys, Case management notes, Suggestion box/email
How is the organization using feedback?
To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve
With whom is the organization sharing feedback?
The people we serve, Our staff, Our board, Our funders, Our community partners
What challenges does the organization face when collecting feedback?
It is difficult to get the people we serve to respond to requests for feedback
Describe a recent change in your organization that resulted from feedback.
Note: This organization did not answer this question
This Constituent Feedback information is provided to us by Candid. At this time, Constituent Feedback information published on this organization's page has no effect on its star rating per our methodology.

Highly Rated

Charity Name & State Overall Score Overall Rating
Tax Foundation (DC) 83.98 three stars
Sightline Institute (WA) 95.85 four stars
American Academy of Arts and Sciences (MA) 87.34 three stars
Center on Policy Initiatives (CA) 89.23 three stars
Center for Civic Policy (NM) 89.38 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $4,482,956
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $645,378
   Related Organizations $0
   Government Grants $0
Total Contributions $5,128,334
   Program Service Revenue $0
Total Primary Revenue $5,128,334
   Other Revenue $235,055
TOTAL REVENUE $5,363,389
   
EXPENSES  
   Program Expenses $3,999,305
   Administrative Expenses $618,374
   Fundraising Expenses $1,193,010
TOTAL FUNCTIONAL EXPENSES $5,810,689
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-447,300
   
Net Assets $2,887,249

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Federal Tax Policy Programs $1,531,342 38.3%
State Tax Policy Programs $1,069,027 26.7%
Research and Communication $648,327 16.2%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-12 06/01/2021 83.98 three stars
2017-12 12/20/2019 84.52 three stars
2017-12 12/20/2019 84.52 three stars
2016-12 05/01/2018 84.96 three stars
2016-12 02/01/2018 83.52 three stars
2015-12 12/01/2016 87.15 three stars
2014-12 06/01/2016 86.59 three stars
 
CN 2.0
2014-12 11/01/2015 90.68 four stars
2013-12 03/01/2015 88.60 three stars
2013-12 12/22/2014 88.15 three stars
2011-12 10/01/2013 74.82 two stars
2011-12 10/01/2013 74.82 two stars
2010-12 09/20/2011 71.63 two stars
 
CN 1.0
2009-12 11/01/2010 67.54 one star

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 52-1703065
Name in IRS Master File TAX FOUNDATION
NTEE Code W05
NTEE Classification Research Institutes and/or Public Policy Analysis
NTEE Type Public, Society Benefit - Multipurpose and Other
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (124) Study and research (non-scientific)
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date December, 1990
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012
Compensation % of Expenses Paid to Title
$297,085 5.11% Scott Hodge President
Other Salaries of Note
$345,389 5.94% Joseph Henchman Executive Vice President

Highly Rated

Charity Name & State Overall Score Overall Rating
Tax Foundation (DC) 83.98 three stars
Center for Economic and Policy Research (DC) 87.18 three stars
North Carolina Justice Center (NC) 92.22 four stars
Center on Policy Initiatives (CA) 89.23 three stars
Nourish California (CA) 90.72 four stars

Compare These Charities (Highly Rated)

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Constituent Feedback

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Charity Contact Info

Tax Foundation
1325 G Street N.W.
Suite 950
Washington, DC 20005
tel: (202) 464-6200
EIN: 52-1703065

Visit Web Site

Board Leadership

David P. Lewis
Chairman

CEO

Scott A. Hodge
President

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