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Research and Public Policy : Social and Public Policy Research

Tax Foundation

Tax Facts and Principled Analysis

three stars

84.96

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 84.96 three stars
  Financial 78.95 two stars
  Accountability & Transparency 97.00 four stars
This rating was published 05/01/2018 and includes data from FY2016, the most recent 990 received at that time.

One of America's most established and relied-upon think tanks, the Tax Foundation has since 1937 worked for simple, sensible tax policy at the federal, state, and local levels. We do this by informing Americans about the size of tax burdens and providing economically principled analysis of tax policy issues.

One of America's most established and relied-upon think tanks, the Tax Foundation has since 1937 worked for simple, sensible tax policy at the federal, state, and local levels. We do this by informing Americans about the size of tax burdens and providing economically principled analysis of tax policy issues.

Financial

two stars

78.95

Accountability & Transparency

four stars

97.00

This rating was published 05/01/2018 and includes data from FY2016, 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)
72.6%
  Administrative Expenses 6.9%
  Fundraising Expenses 20.4%
  Fundraising Efficiency $0.18
  Working Capital Ratio (years) 0.64
  Program Expenses Growth 16.3%
  Liabilities to Assets 31.8%
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.

Highly Rated

Charity Name & State Overall Score Overall Rating
Tax Foundation (DC) 84.96 three stars
North Carolina Justice Center (NC) 90.60 four stars
Alliance for Aging Research (DC) 89.35 three stars
Constitutional Accountability Center (DC) 89.63 three stars
Peterson Institute for International Economics (DC) 92.29 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $3,857,114
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $416,888
   Related Organizations $0
   Government Grants $0
Total Contributions $4,274,002
   Program Service Revenue $0
Total Primary Revenue $4,274,002
   Other Revenue $43,636
TOTAL REVENUE $4,317,638
   
EXPENSES  
   Program Expenses $2,861,125
   Administrative Expenses $294,464
   Fundraising Expenses $1,022,504
TOTAL FUNCTIONAL EXPENSES $4,178,093
   
Payments to Affiliates $0
Excess (or Deficit) for the year $139,545
   
Net Assets $2,352,936

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
Tax Advocacy $1,491,511 52.1%
Tax Policy Research $941,533 32.9%
Media and Public Relations $313,781 11.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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

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

Compensation % of Expenses Paid to Title
$233,955 5.59% Scott Hodge President

Highly Rated

Charity Name & State Overall Score Overall Rating
Tax Foundation (DC) 84.96 three stars
State Policy Network (VA) 90.30 four stars
Colorado Health Institute (CO) 91.92 four stars
Oldways Preservation Trust (MA) 85.00 three stars
Mercatus Center (VA) 88.81 three stars

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This charity has an official representative registered with Charity Navigator.

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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