NonprofitsTax Executives Institute Inc

Tax Executives Institute Inc

WASHINGTON, DC

Total revenue

$12.3M

Total expenses

$11.2M

Net assets

$10.4M

Grants received

EIN

520239291

Tax year

2023

Mission

To enhance and improve the tax system and to serve its members.

Programs

2 programs

Committee and liason: 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 files amicus briefs in support of tei members' interests in taxes being imposed fairly and equitably and in terms of the us constitution.

Membership services and development - tax executives institute is the preeminent association of in-house tax professionals worldwide. Our approximately 6,085 members represent more than 2,950 of the leading corporations in north and south america, europe, and asia. Through tei and its 56 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. They also have access to tei's website at www.tei.org, for networking and education 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.

Financials

FY 2023

Revenue

Contributions & grants
Program service revenue$11.3M
Investment income$322K
Other revenue$717K
Total revenue$12.3M

Expenses

Grants paid$126K
Salaries & benefits$3.7M
Fundraising
Other expenses$7.3M
Total expenses$11.2M
Total assets$16.4M
Net assets$10.4M

People

50 listed

NameRoleCompensation

ALICIA P MATA

EXECUTIVE DIRECTOR

Board

$520K

40 hrs/wk

WILLIAM P EVANS

CHIEF TAX COUNSEL

Board

$276K

40 hrs/wk

BRIAN KAUFMAN

VICE PRESIDENT-REGION 4

Board

1 hrs/wk

SCOTT TINCHER

VICE PRESIDENT-REGION 5

Board

1 hrs/wk

LAWRENCE POCIASK

VICE PRESIDENT-REGION 6

Board

1 hrs/wk

JANET RUDNICKI

VICE PRESIDENT-REGION 7

Board

1 hrs/wk

BRADLEY PEES

VICE PRESIDENT-REGION 8

Board

1 hrs/wk

ELLEN MCMILLAN

VICE PRESIDENT-REGION 9

Board

1 hrs/wk

KEVIN MANES

VICE PRESIDENT-REGION 10

Board

1 hrs/wk

NICK HASENOEHRL

VICE PRESIDENT-REGION 11

Board

1 hrs/wk

TERILEA WIELENGA

PAST INTERNATIONAL PRESIDENT

Board

1 hrs/wk

ROBERT HOWREN

PAST INTERNATIONAL PRESIDENT

Board

1 hrs/wk

WAYNE MONFRIES

PAST INTERNATIONAL PRESIDENT

Board

1 hrs/wk

JAMES SILVESTRI

PAST INTERNATIONAL PRESIDENT

Board

1 hrs/wk

KATRINA WELCH

PAST INTERNATIONAL PRESIDENT

Board

1 hrs/wk

WAYNE WALLACE

ALASKA CHAPTER REP

Board

1 hrs/wk

KEELY HITT

ARIZONA CHAPTER REP

Board

1 hrs/wk

KIMBERLI WARREN

ATLANTA CHAPTER REP

Board

1 hrs/wk

EUGENE GAY

ASIA CHAPTER REP

Board

1 hrs/wk

MICHELLE KALB

BALTIMORE-WASHINGTON CHAPTER REP

Board

1 hrs/wk

JAMES RIZZO

BUFFALO-NIAGARA CHAPTER REP

Board

1 hrs/wk

TANYA YEAST

CALGARY CHAPTER REP

Board

1 hrs/wk

SEAN WELSH

CAROLINAS CHAPTER REP

Board

1 hrs/wk

KRISTINE ROGERS

CENTRAL TEXAS CHAPTER REP

Board

1 hrs/wk

SARAH WINTERS

CHICAGO CHAPTER REP

Board

1 hrs/wk

BRYAN TRAPP

CINCINNATI-COLUMBUS CHAPTER REP

Board

1 hrs/wk

TONI MITCHELL

CLEVELAND CHAPTER REP

Board

1 hrs/wk

JENNIFER JUNG

CONNECTICUT VALLEY CHAPTER REP

Board

1 hrs/wk

SUSAN BAUER

DALLAS CHAPTER REP

Board

1 hrs/wk

JAY ROBERTS

DENVER CHAPTER REP

Board

1 hrs/wk

CHRIS TRESSLER

DETROIT CHAPTER REP

Board

1 hrs/wk

LORRY LIMBOURG

EMEA CHAPTER REP

Board

1 hrs/wk

MARK LINIADO

FORT WORTH CHAPTER REP

Board

1 hrs/wk

WAYNE HAMILTON

GULF STATES CHAPTER REP

Board

1 hrs/wk

GLENN SHIGETOMI

HAWAII CHAPTER REP

Board

1 hrs/wk

PAUL BROMAN

HOUSTON CHAPTER REP

Board

1 hrs/wk

KARLA ORR

INDIANA CHAPTER REP

Board

1 hrs/wk

RICHARD PULLEN

IOWA CHAPTER REP

Board

1 hrs/wk

DIANE HARTLEY

KANSAS CITY CHAPTER REP

Board

1 hrs/wk

LAUREN GROSHEART

KENTUCKY CHAPTER REP

Board

1 hrs/wk

LIONEL NOBRE

LATIN AMERICA CHAPTER REP

Board

1 hrs/wk

LINDA KIM

LOS ANGELES CHAPTER REP

Board

1 hrs/wk

KENNETH SCHAFER

MINNESOTA CHAPTER REP

Board

1 hrs/wk

NANCY SAUVE

MONTREAL CHAPTER REP

Board

1 hrs/wk

VANESSA SHARER

NASHVILLE CHAPTER REP

Board

1 hrs/wk

BENJAMIN SHRECK

TAX COUNSEL

Staff

$257K

40 hrs/wk

TODD LARD

TAX COUNSEL

Staff

$254K

40 hrs/wk

KELLY MADIGAN

TAX COUNSEL

Staff

$234K

40 hrs/wk

MARTIN SCHUEBEL

DIR, MARKETING, EVENTS & COMM

Staff

$218K

40 hrs/wk

LYNN SPENCE

DIR, IT & WEB SERVICES

Staff

$166K

40 hrs/wk

Independent contractors

NY MARRIOTT MARQUIS

EVENT FACILITY SERVICES

$536K

GEORGIA TECH HOTEL AND CONF CTR

EVENT FACILITY SERVICES

$371K

COHNREZNICK LLP

ACCOUNTING SERVICES

$247K

THE YGS GROUP

PUBLICATIONS

$140K

Details

EIN520239291
Subsection06
Ruling date1955-06
Formed1944
Employees22
Volunteers339
TAX EXECUTIVES INSTITUTE INC — Mission, Financials & Grants Received | Grantivo