NATIONAL TAXPAYERS UNION FOUNDATION

EIN: 521122683 501(c)(3)

WASHINGTON, DC

Total Revenue
$2,896,451
Total Expenses
$2,261,171
Total Assets
$6,274,854
Net Assets
$5,463,728
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1977
Legal Domicile
DC
Principal Officer
PETER J SEPP
Phone
7036835700
Tax Period
2024-01-01 to 2024-12-31

NATIONAL TAXPAYERS UNION FOUNDATION, founded in 1977, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2024. The organization ran a surplus of $635K, a strong 22% operating margin.

Mission

NATIONAL TAXPAYERS UNION FOUNDATION (NTUF) PROVIDES CRUCIAL, IMPACTFUL RESEARCH AND ANALYSIS SHOWING AMERICANS HOW TAXES, GOVERNMENT SPENDING, AND REGULATIONS AFFECT THEM. WITH OUR UNIQUE COMBINATION OF POLICY EXPERTISE, OUTREACH KNOW-HOW, AND TRUE NON-PARTISANSHIPNTUF STRIVES TO BE THE NUMBER ONE FEDERAL AND STATE SOURCE FOR SOUND FISCAL POLICYMAKING.

Program Service Accomplishments

Program 1
Expenses: $1,829,477

PUBLIC EDUCATION AND RESEARCH: THIS PROGRAM CATEGORY INCLUDES SUBSTANTIVE OUTREACH AND COMMUNICATIONS WITH THE GENERAL PUBLIC, POLICYMAKERS, AND SUPPORTERS THROUGH PROMOTION AND DISTRIBUTION OF...

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PUBLIC EDUCATION AND RESEARCH: THIS PROGRAM CATEGORY INCLUDES SUBSTANTIVE OUTREACH AND COMMUNICATIONS WITH THE GENERAL PUBLIC, POLICYMAKERS, AND SUPPORTERS THROUGH PROMOTION AND DISTRIBUTION OF POLICY PAPERS AND ISSUE BRIEFS, AN EMAIL NEWSLETTER. THE WEBSITE AND BLOG, EARNED MEDIA APPEARANCES AND CITATIONS, APPEARANCES AT CONFERENCES, COMMENT FILINGS, AND PUBLIC INTEREST LITIGATION. PROJECTS INCLUDE EXAMINING RULES AND REFORMS TO BUDGET PROCESSES THAT AFFECT ECONOMIC GROWTH; ANALYZING HOW STATES AND LOCALITIES ENGAGE IN TAX AND REGULATORY ACTIONS BEYOND THEIR BORDERS; ILLUSTRATING THE INCIDENCE AND DISTRIBUTION OF TAX BURDENS ON AMERICAN HOUSEHOLDS; QUANTIFYING TAX COMPLIANCE AND COMPLEXITY COSTS; FOCUSING ON THE FISCAL ASPECTS OF TRADE POLICIES; FILING LITIGATION AND AMICUS BRIEFS IN PRECEDENTIAL CASES AFFECTING TAXPAYER RIGHTS AND SOUND TAX ADMINISTRATION; DELIVERING INFORMATION THE PUBLIC OFTEN FINDS DIFFICULT TO OBTAIN ON FISCAL MATTERS SUCH AS PUBLIC OFFICIAL'S PERQUISITES; AND DEVELOPING PRACTICAL POLICY RESPONSES TO THE FISCAL AND GOVERNMENT ADMINISTRATION CHALLENGES CURRENTLY CONFRONTING THE NATION.

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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 $2,808,902
Program Service Revenue $0
Investment Income $87,549
Other Revenue $0
TOTAL REVENUE $2,896,451

Expense Breakdown

Grants Paid $11,570
Salaries & Benefits $1,788,434
Fundraising Expenses $106,182
Program Expenses $1,829,477
Other Expenses $450,167
TOTAL EXPENSES $2,261,171

Year-over-Year Comparison

2024 2023 Change
Revenue $2,896,451 $2,748,480 +0.1%
Expenses $2,261,171 $1,900,119 +0.2%
Net Income $635,280 $848,361 -0.3%
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

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
9
Employees
N/A
Volunteers
45

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
5
$277,449
Total Directors
10
$277,449
Key Employees
1
$282,075
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PETER J SEPP PRESIDENT/ DIRECTOR 19.50
Officer Director
$91,984 $41,592 $277,449
MICHAEL D FRYT CHAIRMAN/DIRECTOR 1.00
Officer Director
$0 $0 $0
JOSEPH G LEHMAN VICE CHAIRMAN/DIRECTOR 1.00
Officer Director
$0 $0 $0
CHUCK FULLER TREASURER/DIRECTOR 1.00
Officer Director
$0 $0 $0
BRANDON PECK SECRETARY/DIRECTOR 0.50
Officer Director
$0 $0 $0
STACEY CHAMBERLIN DIRECTOR 0.50
Director
$0 $0 $0
JON COUPAL DIRECTOR 0.50
Director
$0 $0 $0
KR KAMON DIRECTOR 0.50
Director
$0 $0 $0
PAM OLSON DIRECTOR 0.50
Director
$0 $0 $0
DR RICHARD VEDDER DIRECTOR 0.50
Director
$0 $0 $0
JOSEPH D HENCHMAN EXECUTIVE VICE PRESIDENT,NTUF 40.00
Key Emp
$253,712 $28,363 $282,075
BRANDON D ARNOLD EXECUTIVE VICE PRESIDENT,NTU 2.00
Highest
$12,135 $34,551 $277,259
EVANGELINE LEAH M VUKMIR SENIOR VP OF STATE AFFAIRS 0.00
Highest
$0 $27,769 $218,036
TYLER L MARTINEZ SENIOR ATTORNEY 40.00
Highest
$182,341 $7,768 $190,109
AL CANATA VP OF STRATEGIC PARTNERSHIPS 18.00
Highest
$80,858 $33,389 $213,074
LINDSEY CARPENTER ATTORNEY 40.00
Highest
$160,426 $7,176 $167,602
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
2024 $2,896,451 $2,261,171 $6,274,854 $635,280
2023 $2,748,480 $1,900,119 $5,138,087 $848,361
2022 $2,333,077 $1,542,589 $5,675,427 $790,488
2021 $2,191,113 $1,385,462 $4,764,354 $805,651
2021 $2,191,113 $1,385,462 $4,764,354 $805,651
2020 $1,883,886 $1,041,007 $3,813,441 $842,879
2019 $723,706 $799,561 $2,183,279 $-75,855
2018 $818,225 $636,941 $1,632,529 $181,284
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