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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

three stars

88.74

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

Board Leadership
Nicholas Johnson
President

CEO
Alan Essig
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 88.74 three stars
  Financial 94.66 four stars
  Accountability & Transparency 85.00 three stars
This rating was published 05/01/2018 and includes data from FY2016, 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.

Financial

four stars

94.66

Accountability & Transparency

three stars

85.00

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)
85.7%
  Administrative Expenses 7.2%
  Fundraising Expenses 7.0%
  Fundraising Efficiency $0.05
  Working Capital Ratio (years) 0.84
  Program Expenses Growth 8.7%
  Liabilities to Assets 19.4%
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) 88.74 three stars
Commonwealth Foundation (PA) 85.62 three stars
Sightline Institute (WA) 91.45 four stars
The Heartland Institute (IL) 86.37 three stars
Public Agenda (NY) 91.81 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,189,835
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,189,835
   Program Service Revenue $0
Total Primary Revenue $1,189,835
   Other Revenue $123
TOTAL REVENUE $1,189,958
   
EXPENSES  
   Program Expenses $1,457,973
   Administrative Expenses $210,496
   Fundraising Expenses $87,112
TOTAL FUNCTIONAL EXPENSES $1,755,581
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-565,623
   
Net Assets $1,477,339

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 $1,457,973 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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, 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
$104,885 5.97% Matthew Gardner Executive Director
Other Salaries of Note
$120,317 6.85% Jenice Robinson Communications Director
$112,288 6.39% Ed Meyers Operations Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Institute on Taxation and Economic Policy (DC) 88.74 three stars
Alliance for Aging Research (DC) 89.35 three stars
Public Knowledge (DC) 90.62 four stars
New America (DC) 95.23 four stars
Center on Budget and Policy Priorities (DC) 90.53 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

Nicholas Johnson
President

CEO

Alan Essig
Executive Director

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