TAX EXECUTIVES INSTITUTE INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1944

Legal Domicile

Principal Officer

ALICIA P MATA

Phone

2026385601

Tax Period

2024-07-01 to 2025-06-30

TAX EXECUTIVES INSTITUTE INC, founded in 1944, is a mid-sized nonprofit that reported $11.8M in total revenue in fiscal year 2024. Expenses of $11.4M left a modest 3% surplus.

Mission

THE MISSION OF TAX EXECUTIVES INSTITUTE IS TO ENHANCE AND IMPROVE THE GLOBAL TAX SYSTEM AND TO SERVE ITS MEMBERS THEIR EMPLOYERS AND SOCIETY GENERALLY BY FACILITATING INTERACTION AMONG AND THE TRAINING OF MEMBERS AND THEIR STAFFS BY EFFECTIVELY ADVOCATING ITS MEMBERS VIEWS AND BY PROMOTING COMPETENCE AND PROFESSIONALISM IN BOTH THE PRIVATE AND GOVERNMENT SECTORS.

Program Service Accomplishments

Program 1

MEMBERSHIP SERVICES AND DEVELOPMENT: TAX EXECUTIVES INSTITUTE IS THE PREEMINENT ASSOCIATION OF IN-HOUSE TAX PROFESSIONALS WORLDWIDE. OUR APPROXIMATELY 5,879 MEMBERS REPRESENT MORE THAN 2,750 OF THE LEADING CORPORATIONS IN NORTH AND SOUTH AMERICA, EUROPE, AND ASIA. THROUGH TEI AND ITS 55 CHAPTERS WORLDWIDE, TAX EXECUTIVES HAVE ACCESS TO THE FINEST, MOST COST-EFFECTIVE TAX TRAINING AVAILABLE; THE CAMARADERIE OF THEIR FELLOW TAX PROFESSIONALS, WHO WILLINGLY SHARE THEIR INSIGHTS, IDEAS, AND EXPERIENCES; AND THE ABILITY TO WORK COLLECTIVELY TO IMPROVE TAX POLICY AND ADMINISTRATION. TEI MEMBERS RECEIVE A BI-MONTHLY JOURNAL, TAX EXECUTIVE, AND A BI-WEEKLY THOUGHT LEADERSHIP BULLETIN FEATURING ARTICLES AND INSIGHTS. THEY ALSO HAVE ACCESS TO TEI ENGAGE, TEI'S MEMBER-ONLY ONLINE COMMUNITY, PROVIDING GLOBAL NETWORKING OPPORTUNITIES. TEI MEMBERS MAY ENHANCE THEIR PERSONAL LEADERSHIP, COMMUNICATION, AND MENTORING SKILLS BY VOLUNTEERING LOCALLY OR AT THE INSTITUTE LEVEL. TEI ALSO PROVIDES MEMBERS THE OPPORTUNITY TO PARTICIPATE IN SURVEYS AND TO DEVELOP BENCHMARKING TOOLS FOR TAX EXECUTIVES.

Program 2

CONTINUING EDUCATION: TAX EXECUTIVES INSTITUTE (TEI OR THE INSTITUTE) PROGRAMS ARE AVAILABLE AT THE INSTITUTE, REGION, AND CHAPTER LEVEL, AND SATISFY STATE OR COUNTRY REQUIREMENTS FOR CONTINUING...

CONTINUING EDUCATION: TAX EXECUTIVES INSTITUTE (TEI OR THE INSTITUTE) PROGRAMS ARE AVAILABLE AT THE INSTITUTE, REGION, AND CHAPTER LEVEL, AND SATISFY STATE OR COUNTRY REQUIREMENTS FOR CONTINUING PROFESSIONAL EDUCATION. TEI ALSO PROVIDES EDUCATIONAL RESOURCES SUCH AS FORUMS FOR THE EXCHANGE OF INFORMATION ON VARIOUS ISSUES AFFECTING THE CORPORATE TAX COMMUNITY. TEI ALSO PROVIDES ITS MEMBERS WITH A ROBUST MEMBER-ONLY, ONLINE COMMUNITY, TEI ENGAGE, ENABLING MEMBERS TO SHARE INFORMATION ON TAX MATTERS.

Program 3

ADVOCACY & COMMITTEES: TEI PROVIDES EXCELLENT ANALYSES OF PROPOSED TAX LEGISLATION, REGULATIONS, AND OTHER ADMINISTRATIVE PRONOUNCEMENTS. TEI ALSO WORKS WITH LEGISLATIVE AND REGULATORY BODIES BY...

ADVOCACY & COMMITTEES: TEI PROVIDES EXCELLENT ANALYSES OF PROPOSED TAX LEGISLATION, REGULATIONS, AND OTHER ADMINISTRATIVE PRONOUNCEMENTS. TEI ALSO WORKS WITH LEGISLATIVE AND REGULATORY BODIES BY PROVIDING COMMENTARY ON POLICY AND THE ADMINISTRATIVE ASPECTS OF LEGISLATIVE AND REGULATORY PROPOSALS. TEI'S LEGISLATIVE AND ADVOCACY FUNCTIONS ARE CARRIED ON LARGELY THROUGH THE VOLUNTEER EFFORTS OF ITS MEMBERS. TEI ALSO FILES AMICUS BRIEFS IN SUPPORT OF TEI MEMBERS' INTERESTS TO ENSURE TAXES ARE IMPOSED FAIRLY AND EQUITABLY UNDER THE US CONSTITUTION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $10,905,137

Investment Income $395,937

Other Revenue $472,089

TOTAL REVENUE $11,773,163

Expense Breakdown

Grants Paid $123,614

Salaries & Benefits $4,318,436

Fundraising Expenses $0

Other Expenses $6,950,631

TOTAL EXPENSES $11,392,681

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,773,163	$12,336,674	0.0%
Expenses	$11,392,681	$11,151,858	+0.0%
Net Income	$380,482	$1,184,816	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

478

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$855,540

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDHYA EDUPUGANTY	PRES. THEN PAST I.P. (EFF. 8/24)	1.00	Officer Director	$0	$0	$0
JOSEPHINE SCALIA	SVP THEN PRESIDENT (EFF. 8/24)	1.00	Officer Director	$0	$0	$0
WALTER DOGGETT	TREAS. THEN SVP (EFF. 8/24)	1.00	Officer Director	$0	$0	$0
MARCUS SHORE	SEC. THEN TREASURER (EFF. 8/24)	1.00	Officer Director	$0	$0	$0
WAYNE HAMILTON	GSCR THEN SEC. (EFF. 8/24)	1.00	Director	$0	$0	$0
MARK CALUORI	REGION 1 VICE PRESIDENT	1.00	Director	$0	$0	$0
YANG YE	REGION 2 VICE PRESIDENT (BEG 8/24)	1.00	Director	$0	$0	$0
BRIAN POWER	REGION 2 VICE PRESIDENT (END 8/24)	1.00	Director	$0	$0	$0
ANISSA OWEN	REGION 3 VICE PRESIDENT (BEG 8/24)	1.00	Director	$0	$0	$0
KAREN MILLER	REGION 3 VICE PRESIDENT (END 8/24)	1.00	Director	$0	$0	$0
BRIAN KAUFMAN	REGION 4 VICE PRESIDENT	1.00	Director	$0	$0	$0
SCOTT TINCHER	REGION 5 VICE PRESIDENT	1.00	Director	$0	$0	$0
LAWRENCE POCIASK	REGION 6 VICE PRESIDENT	1.00	Director	$0	$0	$0
ANGELA SCHLEMMER	REGION 7 VICE PRESIDENT (BEG 8/24)	1.00	Director	$0	$0	$0
JANET RUDNICKI	REG. 7 VP THEN GSCR (EFF. 8/24)	1.00	Director	$0	$0	$0
BRADLEY PEES	REG. 8 VP THEN FL CR. (EFF. 08/24)	1.00	Director	$0	$0	$0
SEAN WELSH	CAR. CR. THEN REG. 8 VP (EFF. 8/24)	1.00	Director	$0	$0	$0
ELLEN MCMILLAN	REGION 9 VICE PRESIDENT	1.00	Director	$0	$0	$0
KEVIN MANES	REGION 10 VICE PRESIDENT	1.00	Director	$0	$0	$0
NICK HASENOEHRL	REGION 11 VICE PRESIDENT	1.00	Director	$0	$0	$0
ROBERT HOWREN	PAST INTERNATIONAL PRESIDENT	1.00	Director	$0	$0	$0
TERILEA WIELENGA	PAST INTERNATIONAL PRESIDENT	1.00	Director	$0	$0	$0
WAYNE MONFRIES	PAST INTERNATIONAL PRESIDENT	1.00	Director	$0	$0	$0
KATRINA WELCH	PAST INTERNATIONAL PRESIDENT	1.00	Director	$0	$0	$0
JAMES SILVESTRI	PAST INT'L PRESIDENT (END 8/24)	1.00	Director	$0	$0	$0
WAYNE WALLACE	ALASKA CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
KEELY HITT	ARIZONA CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
FRED LO	ASIA CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
BRANDON DRAPER	ATLANTA CHAPTER REP. (BEG 8/24)	1.00	Director	$0	$0	$0
KIMBERLI WARREN	ATLANTA CHAPTER REP. (END 8/24)	1.00	Director	$0	$0	$0
MICHELLE KALB	BALTIMORE-WASHINGTON CHAPTER REP.	1.00	Director	$0	$0	$0
JAMES RIZZO	BUFFALO-NIAGARA CHAPTER REP.	1.00	Director	$0	$0	$0
GRACE ZHAO	CALGARY CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
GEORGE PAPPAS	CAROLINAS CHAPTER REP. (BEG 8/24)	1.00	Director	$0	$0	$0
RACHEL LUU	CENTRAL TEXAS CHAP. REP. (BEG 8/24)	1.00	Director	$0	$0	$0
KRISTINE ROGERS	CENTRAL TEXAS CHAP. REP. (END 8/24)	1.00	Director	$0	$0	$0
SARAH WINTERS	CHICAGO CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
MICHAEL MURPHY	CIN.-COL. CHAP. REP. (BEG 8/24)	1.00	Director	$0	$0	$0
BRYAN TRAPP	CIN.-COL. CHAP. REP. (END 8/24)	1.00	Director	$0	$0	$0
TONI MITCHELL	CLEVELAND CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
JENNIFER JUNG	CONNECTICUT VALLEY CHAPTER REP.	1.00	Director	$0	$0	$0
SUSAN BAUER	DALLAS CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
JAY ROBERTS	DENVER CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
VICTORIA GALLERT	DETROIT CHAPTER REP. (BEG 8/24)	1.00	Director	$0	$0	$0
CHRISTOPHER TRESSLER	DETROIT CHAPTER REP. (END 8/24)	1.00	Director	$0	$0	$0
LORRY LIMBOURG	EMEA CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
MARK LINIADO	FORT WORTH CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
DANIEL CHANG	HAWAII CHAPTER REP. (BEG 8/24)	1.00	Director	$0	$0	$0
GLEN SHIGETOMI	HAWAII CHAPTER REP. (END 8/24)	1.00	Director	$0	$0	$0
PAUL BROMAN	HOUSTON CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
RYAN EBERHARDT	INDIANA CHAP. REP. (BEG 8/24)	1.00	Director	$0	$0	$0
KARLA ORR	INDIANA CHAP. REP. (END 8/24)	1.00	Director	$0	$0	$0
RICHARD PULLEN	IOWA CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
YUKIE HEARD	KANSAS CITY CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
JOHN CALABRESE	KENTUCKY CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
LIONEL NOBRE	LATIN AMERICA CHAPTER REP.	1.00	Director	$0	$0	$0
LINDA KIM	LOS ANGELES CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
KENNETH SCHAFER	MINNESOTA CHAPTER REP. (END 8/24)	1.00	Director	$0	$0	$0
LIZ SEVERSON	MINNESOTA CHAPTER REP. (BEG 8/24)	1.00	Director	$0	$0	$0
NATHALIE NOEL	MONTREAL CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
VANESSA SHARER	NASHVILLE CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
ADAM FRITZ	NEBRASKA CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
MADEL MIRANDA	NEVADA CHAPTER REP. (BEG 8/24)	1.00	Director	$0	$0	$0
CASSIDY CRAWFORD	NEVADA CHAPTER REP. (END 8/24)	1.00	Director	$0	$0	$0
ERICA MURRAY	NEW ENGLAND CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
RAYMOND SALORT	NEW JERSEY CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
PAUL HELLER	NEW YORK CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
DARRELEE KINAS	NORTHEAST WISCONSIN CHAPTER REP.	1.00	Director	$0	$0	$0
JAIMIE HIGHTOWER	OKLAHOMA CITY CHAP. REP. (END 8/24)	1.00	Director	$0	$0	$0
JACK LAUBACH	OKLAHOMA CITY CHAP. REP. (BEG 8/24)	1.00	Director	$0	$0	$0
LISA GRACE	ORANGE COUNTY CHAP. REP. (BEG 8/24)	1.00	Director	$0	$0	$0
JAY LEIBOWITZ	ORANGE COUNTY CHAP. REP. (END 8/24)	1.00	Director	$0	$0	$0
MELISSA HEWITT LOCHETTO	PHILADELPHIA CHAP. REP. (BEG 8/24)	1.00	Director	$0	$0	$0
JIBU VERGIS	PHILADELPHIA CHAP. REP. (END 8/24)	1.00	Director	$0	$0	$0
THOMAS SLOWEY	PITTSBURGH CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
SUZANNE WILLSON	PORTLAND CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
GARY STEINBERG	ROCHESTER CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
TYLER LOVELAND	SALT LAKE CITY CHAPTER REP.	1.00	Director	$0	$0	$0
SON LE	SAN DIEGO CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
ANA MENDEZ DARBY	SAN FRANCISCO CHAPTER REP.	1.00	Director	$0	$0	$0
MAKENZIE ZUERN	SEATTLE CHAPTER REP. (BEG 8/24)	1.00	Director	$0	$0	$0
JONNELL QUARRIE	SEATTLE CHAPTER REP. (END 8/24)	1.00	Director	$0	$0	$0
DANIEL SMITH	SILICON VALLEY CHAPTER REP.	1.00	Director	$0	$0	$0
BRUCE WELIKSON	ST. LOUIS CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
KRISTINA CAPRETTA	TORONTO CHAPTER REP. (BEG 8/24)	1.00	Director	$0	$0	$0
FRANK MARTINICCHIO	TORONTO CHAPTER REP. (END 8/24)	1.00	Director	$0	$0	$0
ERNEST GATES	TULSA CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
BETTY MAK	VANCOUVER CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
VERNON TURNER	VIRGINIA CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
PETER DENICOLA	WESTCHESTER-FAIRFIELD CHAPTER REP.	1.00	Director	$0	$0	$0
JASON GRIFFEN	WESTERN MICHIGAN CHAPTER REP.	1.00	Director	$0	$0	$0
TODD CARLSON	WISCONSIN CHAPTER REPRESENTATIVE	1.00	Director	$0	$0	$0
ALICIA P MATA	EXECUTIVE DIRECTOR	40.00	Officer	$501,910	$24,361	$526,271
WILLIAM P EVANS	CHIEF TAX COUNSEL	40.00	Officer	$285,809	$43,460	$329,269
BENJAMIN SHRECK	TAX COUNSEL	40.00	Highest	$263,698	$35,278	$298,976
TODD LARD	TAX COUNSEL	40.00	Highest	$262,023	$17,698	$279,721
KELLY MADIGAN	TAX COUNSEL	40.00	Highest	$241,913	$22,645	$264,558
MARTIN SCHUEBEL	DIRECTOR OF MARKETING & EVENTS	40.00	Highest	$217,717	$23,887	$241,604
LYNN SPENCE	DIRECTOR OF IT	40.00	Highest	$187,309	$9,066	$196,375

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$11,773,163	$11,392,681	$16,918,317	$380,482
2024	$12,336,674	$11,151,858	$16,394,361	$1,184,816
2023	$9,921,761	$9,801,463	$15,311,356	$120,298
2022	$7,712,860	$6,852,316	$12,386,373	$860,544
2021	$6,324,223	$5,447,744	$12,071,581	$876,479
2020	$7,777,327	$8,834,125	$12,243,767	$-1,056,798
2019	$11,529,772	$11,758,077	$13,030,152	$-228,305
2018	$10,823,873	$11,329,875	$13,265,808	$-506,002