Public Charity

INSTITUTE ON TAXATION AND ECONOMIC POLICY

INSTITUTE ON TAXATION AND ECONOMIC POLICY is a nonprofit organization categorized as Public Charity based in WASHINGTON, DC. Its most recent IRS filing (2025) reports revenue of $8.5M, expenses of $4.8M, total assets of $9.3M. Imperigo tracks 67 reported grant relationships connected to this organization totaling approximately $7.3M.

EIN: 042688165 WASHINGTON, DC Public & Societal Benefit NTEE: W Latest filing: 2025
Total Revenue$8.5M
Total Expenses$4.8M
Total Assets$9.3M
Grant Records67
Funding Total$7.3M
Filing Years2021–2025

Mission

ITEP IS A NON-PROFIT, NON-PARTISAN TAX POLICY ORGANIZATION. WE CONDUCT RIGOROUS ANALYSES OF TAX AND ECONOMIC PROPOSALS AND PROVIDE DATA-DRIVEN RECOMMENDATIONS ON HOW TO SHAPE EQUITABLE AND SUSTAINABLE TAX SYSTEMS. ITEP'S EXPERTISE AND DATA UNIQUELY ENHANCE FEDERAL, STATE, AND LOCAL POLICY DEBATES BY REVEALING HOW TAXES AFFECT BOTH PUBLIC REVENUES AND PEOPLE OF VARIOUS LEVELS OF INCOME AND WEALTH.

Where $100 goes at Institute on Taxation and Economic Policy

How Institute on Taxation and Economic Policy divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$85 Programs the work itself
$10 Management running the organization
$5 Fundraising raising the next dollar

Inside the $85 for programs

$85
Itep conducts research and analysis of federal, state and local tax proposals
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

DIRECTOR Amber Wallin
EXECUTIVE DIRECTOR Amy Hanauer
RESEARCH DIRECTOR Carl Davis
DIRECTOR Connie Razza
DIRECTOR (THRU DEC 25) Cynthia Connolly
TREASURER Darien Shanske

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$5,871,330 41 grants
Economic Development
$545,000 6 grants
Civil Rights & Social Justice
$465,000 8 grants
Research & Policy
$190,000 6 grants
Food Assistance & Nutrition
$150,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $8.5M $4.8M $9.3M
2024 $4.0M $4.0M $5.0M
2023 $2.6M $3.6M $4.9M
2022 $5.6M $3.0M $6.1M
2021 $3.0M $2.8M $2.1M

Between 2021 and 2025, reported annual revenue grew from $3.0M to $8.5M (+186%), with total assets most recently reported at $9.3M.

Interactive year-over-year charts and full filing details available with membership.

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