Public Charity

TAX EXECUTIVES INSTITUTE INC

TAX EXECUTIVES INSTITUTE INC is a nonprofit organization categorized as Public Charity based in WASHINGTON, DC. Its most recent IRS filing (2025) reports revenue of $11.8M, expenses of $11.4M, total assets of $16.9M.

EIN: 520239291 WASHINGTON, DC Latest filing: 2025
Total Revenue$11.8M
Total Expenses$11.4M
Total Assets$16.9M
Grant Records0
Filing Years2021–2025

Mission

THE MISSION OF TAX EXECUTIVES INSTITUTE IS TO ENHANCE AND IMPROVE THE GLOBAL TAX SYSTEM AND TO SERVE ITS MEMBERS THEIR EMPLOYERS AND SOCIETY GENERALLY BY FACILITATING INTERACTION AMONG AND THE TRAINING OF MEMBERS AND THEIR STAFFS BY EFFECTIVELY ADVOCATING ITS MEMBERS VIEWS AND BY PROMOTING COMPETENCE AND PROFESSIONALISM IN BOTH THE PRIVATE AND GOVERNMENT SECTORS.

Officers & Directors

NEBRASKA CHAPTER REPRESENTATIVE Adam Fritz
EXECUTIVE DIRECTOR Alicia P Mata
SAN FRANCISCO CHAPTER REP. Ana Mendez Darby
REGION 7 VICE PRESIDENT (BEG 8/24) Angela Schlemmer
REGION 3 VICE PRESIDENT (BEG 8/24) Anissa Owen
TAX COUNSEL Benjamin Shreck

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $11.8M $11.4M $16.9M
2024 $12.3M $11.2M $16.4M
2023 $9.9M $9.8M $15.3M
2022 $7.7M $6.9M $12.4M
2021 $6.3M $5.4M $12.1M

Between 2021 and 2025, reported annual revenue grew from $6.3M to $11.8M (+86%), with total assets most recently reported at $16.9M.

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

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