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Research and Public Policy : Social and Public Policy Research

Institute on Taxation and Economic Policy

Keeping policymakers and the public informed

four stars

95.04

1616 P Street, NW Suite 200
Washington, DC 20036
tel: (202) 299-1066   Web Site
EIN: 04-2688165

Board Leadership
Joan Entmacher
President

CEO
Amy Hanauer Amy Hanauer
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 95.04 four stars
  Financial 99.82 four stars
  Accountability & Transparency 93.00 four stars
This rating was published 02/01/2020 and includes data from FY2018, the most recent 990 received at that time.

Founded in 1980, the Institute on Taxation and Economic Policy (ITEP) is a non-partisan research and education organization that works on government taxation and spending policy issues. ITEP's unique resources and capabilities enable it to provide policymakers, advocates, and the public with accurate, useful, and timely information regarding state and federal tax systems and how they affect taxpayers at different income levels. ITEP's mission is to keep policymakers and the public informed of the effects of current and proposed tax polices on tax fairness, government budgets and sound economic policy.

Founded in 1980, the Institute on Taxation and Economic Policy (ITEP) is a non-partisan research and education organization that works on government taxation and spending policy issues. ITEP's unique resources and capabilities enable it to provide policymakers, advocates, and the public with accurate, useful, and timely information regarding state and federal tax systems and how they affect taxpayers at different income levels. ITEP's mission is to keep policymakers and the public informed of the effects of current and proposed tax polices on tax fairness, government budgets and sound economic policy.

Impact Information

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Financial

four stars

99.82

Accountability & Transparency

four stars

93.00

This rating was published 02/01/2020 and includes data from FY2018, 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)
84.4%
  Administrative Expenses 11.8%
  Fundraising Expenses 3.6%
  Fundraising Efficiency $0.03
  Working Capital Ratio (years) 1.51
  Program Expenses Growth 11.5%
  Liabilities to Assets 4.5%
All data for Financial Performance Metrics calculations was provided by Institute on Taxation and Economic Policy on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Institute on Taxation and Economic Policy on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Institute on Taxation and Economic Policy (DC) 95.04 four stars
Center for a New American Security (DC) 92.23 four stars
Center for the New Economy (PR) 91.99 four stars
New York Public Interest Research Group Fund (NY) 90.27 four stars
Oil Change International (DC) 90.58 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $4,189,341
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $4,189,341
   Program Service Revenue $0
Total Primary Revenue $4,189,341
   Other Revenue $194
TOTAL REVENUE $4,189,535
   
EXPENSES  
   Program Expenses $1,811,422
   Administrative Expenses $242,743
   Fundraising Expenses $75,972
TOTAL FUNCTIONAL EXPENSES $2,130,137
   
Payments to Affiliates $0
Excess (or Deficit) for the year $2,059,398
   
Net Assets $2,882,742

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
Research $1,811,422 100.0%

Ratings History
Institute on Taxation and Economic Policy has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 02/01/2020 95.04 four stars
2017-12 03/01/2019 93.91 four stars
2016-12 05/01/2018 88.74 three stars
2015-12 06/01/2017 80.82 three stars
2014-12 06/01/2016 85.36 three stars
 
CN 2.0
2014-12 02/01/2016 83.99 three stars
2013-12 07/01/2015 89.32 three stars
2012-12 09/01/2014 84.20 three stars
2012-12 05/01/2014 81.83 three stars
2011-12 10/01/2013 85.89 three stars
2011-12 07/01/2013 74.22 two stars
2010-12 04/01/2012 71.84 two stars
2009-12 09/20/2011 78.69 two stars
 
CN 1.0
2009-12 05/01/2011 86.21 three stars
2008-12 06/01/2010 91.10 four stars
2007-12 05/01/2009 86.88 three stars
2006-12 04/01/2008 94.03 four stars
2005-12 03/01/2007 70.59 two stars
2004-12 05/01/2006 93.98 four stars
2003-12 04/01/2005 94.25 four stars

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

EIN 04-2688165
Name in IRS Master File INSTITUTE ON TAXATION AND ECONOMIC POLICY
NTEE Code W00
NTEE Classification [Not Provided by IRS]
NTEE Type [Not Provided by IRS]
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (124) Study and research (non-scientific)
(123) Discussion groups, forums, panels lectures, etc.
(199) Other scientific research activities
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 July, 1980
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, 2018
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
Compensation % of Expenses Paid to Title
$151,160 7.09% Alan Essig Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Institute on Taxation and Economic Policy (DC) 95.04 four stars
Independence Institute (CO) 91.27 four stars
Institute for Women's Policy Research (DC) 90.59 four stars
The Philanthropy Roundtable (DC) 89.31 three stars
National Employment Law Project (NY) 92.22 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Institute on Taxation and Economic Policy
1616 P Street, NW
Suite 200
Washington, DC 20036
tel: (202) 299-1066
fax: (202) 299-1065
EIN: 04-2688165

Visit Web Site

Board Leadership

Joan Entmacher
President

CEO

Amy Hanauer Amy Hanauer
Executive Director

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