TAX EXECUTIVES INSTITUTE INC

EIN: 520239291

WASHINGTON, DC

Total Revenue
$11,773,163
Total Expenses
$11,392,681
Total Assets
$16,918,317
Net Assets
$10,685,180
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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
NY
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

TO ENHANCE AND IMPROVE THE TAX SYSTEM AND TO SERVE ITS MEMBERS.

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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%)

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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

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Governance

Voting Members
76
Independent Members
76
Employees
23
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
6
$855,540
Total Directors
92
$0
Key Employees
0
$0
Highest Compensated
5
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
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