NonprofitsInstitute On Taxation And Economic Policy

Public & Societal Benefit

Institute On Taxation And Economic Policy

WASHINGTON, DC

Total revenue

$4.0M

Total expenses

$4.0M

Net assets

$3.6M

Grants received

$11.1M

91 grants

EIN

042688165

Tax year

2024

Mission

See part iii, line 1.

Financials

FY 2024

Revenue

Contributions & grants$3.6M
Program service revenue$289K
Investment income$63K
Other revenue
Total revenue$4.0M

Expenses

Grants paid$13K
Salaries & benefits$3.4M
Fundraising$313K
Other expenses$565K
Total expenses$4.0M
Total assets$5.0M
Net assets$3.6M

People

20 listed

NameRoleCompensation

AMY HANAUER

EXECUTIVE DIRECTOR

Board

$219K

35 hrs/wk

CYNTHIA CONNOLLY

DIRECTOR

Board

1 hrs/wk

CONNIE RAZZA

DIRECTOR

Board

1 hrs/wk

NAOMI WALKER

CHAIR

Board

1 hrs/wk

WHITNEY TUCKER

DIRECTOR

Board

1 hrs/wk

ERIC RODRIGUEZ

DIRECTOR

Board

1 hrs/wk

HENRY COLEMAN

SECRETARY/TREASURER

Board

1 hrs/wk

DARIAN SHANSKE

DIRECTOR

Board

1 hrs/wk

SARAH PRAY

DIRECTOR

Board

1 hrs/wk

ED JAYNE

DIRECTOR

Board

1 hrs/wk

NICOLE RODRIGUEZ

DIRECTOR

Board

1 hrs/wk

JOAN ENTMACHER

DIRECTOR

Board

1 hrs/wk

RENEE FRY

DIRECTOR

Board

1 hrs/wk

JON WHITEN

DEPUTY DIRECTOR

Staff

$157K

35 hrs/wk

STEVE WAMHOFF

FEDERAL POLICY DIRECTOR

Staff

$155K

35 hrs/wk

MICHAEL ETTLINGER

SENIOR FELLOW

Staff

$146K

35 hrs/wk

MATTHEW GARDNER

SENIOR FELLOW

Staff

$145K

35 hrs/wk

AIDAN DAVIS

STATE POLICY DIRECTOR

Staff

$140K

35 hrs/wk

ERIKA FRANKEL

DATA AND MODEL DIRECTOR

Staff

$133K

35 hrs/wk

CARL DAVIS

RESEARCH DIRECTOR

Staff

$132K

35 hrs/wk

Grants received

Showing 91 of 91

FromAmountPurposeYear
$350K
81938 GENERAL OPERATING SUPPORT FOR THE INSTITUTE ON TAXATION AND ECONOMIC POLICY, 2024-2026
2024
$300K
GENERAL OPERATING
2024
$290K
CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
2024
$200K
Support on tax and budget issues to the State Policy Partners (SPP) and other national and state organizations
2024
$75K
ENSURES THAT ELECTED OFFICIALS, MEDIA, AND THE GENERAL PUBLIC HAVE ACCESS TO ACCURATE, TIMELY, AND STRAIGHTFORWARD INFORMATION ON CURRENT AND PROPOSED TAX POLICIES.
2024
$50K
CAPACITY BUILDING
2024
$50K
Immigration Project
2024
$37K
80258 LAUNCHING THE REIMAGINING LOCAL TAXES PROJECT TO AID LOCALITIES IN RAISING REVENUE NEEDED TO FUND CRUCIAL PUBLIC SERVICES
2024
$30K
General support
2024
$25K
TAX FAIRNESS RESEARCH SUPPORT
2024
$25K
79785 IMPROVING FEDERAL AND STATE TAX MODELING TO BETTER DISAGGREGATE TAX PROPOSALS BY RACE AND ETHNICITY AND DELIVER A MORE EQUITABLE TAX SYSTEM
2024
$1K
GENERAL PURPOSES
2024
$250K
TOWARD THE COSTS OF RESEARCH AND DATA ANALYSIS ON FEDERAL AND STATE TAX POLICIES IN AN EFFORT TO IMPROVE THE EQUITY OF TAX SYSTEMS IN THE U.S.
2023
$250K
Promise of an Equitable Future
2023
$200K
Operating Support/Annual Fund
2023
$200K
SUPPORT ON TAX AND BUDGET ISSUES TO THE STATE POLICY PARTNERS (SPP) AND OTHER NATIONAL AND STATE ORGANIZATIONS
2023
$162K
For grant recipient's exempt purposes
2023
$140K
general support
2023
$125K
Operating support.
2023
$100K
SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS
2023
$50K
Immigration Project
2023
$40K
GENERAL SUPPORT
2023
$25K
General support
2023
$25K
TAX FAIRNESS RESEARCH SUPPORT
2023
$20K
EQUITY, HUMAN RIGHTS, AND ECONOMIC EMPOWERMENT
2023
$20K
General operating support
2023
$10K
CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
2023
$450K
GENERAL OPERATING/ORG. DEVELOPMENT
2022
$350K
SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS
2022
$350K
GENERAL OPERATING SUPPORT
2022
$250K
TOWARD THE COSTS OF RESEARCH AND DATA ANALYSIS ON FEDERAL AND STATE TAX POLICIES IN AN EFFORT TO IMPROVE THE EQUITY OF TAX SYSTEMS IN THE U.S.
2022
$200K
Operating Support/Annual Fund
2022
$150K
provide state-based policy advocacy organizations across the United States with technical assistance, research and policy analysis as they advance more equitable state tax and fiscal policies in the wake of the historic federal investments through the American Rescue Plan Act of 2021
2022
$100K
SUPPORT ON TAX AND BUDGET ISSUES TO THE STATE POLICY PARTNERS (SPP) AND OTHER NATIONAL AND STATE ORGANIZATIONS
2022
$75K
CHILDHOOD HUNGER PROGRAMS
2022
$75K
GENERAL OPERATING SUPPORT
2022
$75K
CHILDHOOD HUNGER PROGRAMS
2022
$75K
ENSURES THAT ELECTED OFFICIALS, MEDIA, AND THE GENERAL PUBLIC HAVE ACCESS TO ACCURATE, TIMELY, AND STRAIGHTFORWARD INFORMATION ON CURRENT AND PROPOSED TAX POLICIES.
2022
$50K
GENERAL OPERATING SUPPORT
2022
$40K
ITEP WILL WORK WITH ESP AND ITS PARTNERS TO ADVANCE CREDITS IN THIS CHALLENGING POLICY YEAR. WE EXPECT OUR WORK TO ASSIST IN PASSAGE OF REFUNDABLE CREDITS IN STATES WHERE THAT IS VIABLE, AND TO KEEP THIS PROVEN STRATEGY AS PART OF THE DEVELOPING CONVERSATION IN STATES WHERE THAT IS A MORE DISTANT GOAL.
2022
$25K
TAX FAIRNESS RESEARCH SUPPORT
2022
$20K
Immigration Project
2022
$20K
General & Unrestricted
2022
$14K
For grant recipient's exempt purposes
2022
$10K
EQUITY, HUMAN RIGHTS, AND ECONOMIC EMPOWERMENT
2022
$10K
EQUITY, HUMAN RIGHTS, AND ECONOMIC EMPOWERMENT
2022
$6K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$1K
TO CONTINUE ONGOING SERVICES & PROGRAMS
2022
$700K
OPERATING SUPPORT
2021
$452K
For grant recipient's exempt purposes
2021
$452K
For grant recipient's exempt purposes
2021
$250K
provide state-based policy advocacy organizations across the United States with technical assistance, research and policy analysis as they advance more equitable state tax and fiscal policies in the wake of the historic federal investments through the American Rescue Plan Act of 2021
2021
$200K
Operating Support/Annual Fund
2021
$150K
FAMILY ECONOMIC EMPOWERMENT
2021
$150K
FAMILY ECONOMIC EMPOWERMENT
2021
$50K
SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS
2021
$25K
TAX FAIRNESS RESEARCH SUPPORT
2021
$250K
IN SUPPORT OF RESEARCH AND DATA ANALYSIS ON THE IMPACT OF THE EARNED INCOME TAX CREDIT AND CHILD TAX CREDIT IN AN EFFORT TO INCREASE THE FINANCIAL STABILITY AND ECONOMIC ADVANCEMENT OF LOW- TO MODERATE-INCOME WORKERS AND FAMILIES IN THE U.S.
2020
$207K
For grant recipient's exempt purposes
2020
$100K
SUPPORT ON TAX AND BUDGET ISSUES TO THE STATE POLICY PARTNERS AND OTHER NATIONAL AND STATE ORGANIZATIONS
2020
$75K
GENERAL OPERATING SUPPORT
2020
$50K
GENERAL OPERATING SUPPORT
2020
$50K
Operating Support/Annual Fund
2020
$50K
PROVIDE GENERAL OPERATING SUPPORT
2020
$50K
GENERAL OPERATING SUPPORT
2020
$20K
Immigration Project Grant
2020
$15K
SPONSORED RESEARCH SUB-AWARD
2020
$10K
GENERAL OPERATING SUPPORT AND COVID-19 RESPONSE
2020
$10K
GENERAL SUPPORT
2020
$10K
GENERAL SUPPORT
2020
$5K
CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
2020
$700K
OPERATING SUPPORT
2019
$408K
For grant recipient's exempt purposes
2019
$250K
Operating Support/Annual Fund
2019
$30K
SPONSORED RESEARCH SUB-AWARD
2019
$205K
For grant recipient's exempt purposes
2018
$35K
GENERAL SUPPORT GRANT
2018
$13K
PUBLIC, SOCIETAL BENEFIT
2018
$250K
Operating Support
2017
$163K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017

Funded by

$11.1M from 33 funders · 91 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$2.1M · 8 grants · 2017–2023

Wellspring Philanthropic Fund Inc

$1.8M · 3 grants · 2019–2022

Boston Foundation Inc

$1.1M · 6 grants · 2017–2023

Mary Reynolds Babcock Foundation

$810K · 4 grants · 2020–2024

The Rockefeller Foundation

$750K · 3 grants · 2020–2023

WK Kellogg Foundation

$650K · 3 grants · 2021–2023

Annie E Casey Foundation Inc

$650K · 5 grants · 2020–2024

The Leonard & Sophie Davis Fund

$500K · 3 grants · 2021–2023

Details

EIN042688165
NTEE codeW00F
Subsection03
Ruling date1980-07
Formed1979
Employees27
Volunteers25
INSTITUTE ON TAXATION AND ECONOMIC POLICY — Mission, Financials & Grants Received | Grantivo