Form 990 for tax year 2023
Filed by NATIONAL TAXPAYERS UNION FOUNDATION.
Totals
- Total revenue
- $2,748,480
- Total expenses
- $1,900,119
- Contributions and grants received
- $2,697,967
- Grants paid
- $13,641
- Program service revenue
- $0
- Investment income
- $50,513
- Other revenue
- $0
- Total assets, end of year
- $5,138,087
- Total liabilities, end of year
- $330,025
- Net assets or fund balances, end of year
- $4,808,062
- Program services expenses (Part IX)
- $1,267,466
- Management and general expenses
- $506,221
- Fundraising expenses
- $126,432
- Program service expenses (Part III)
- $1,267,466
Program services were 66.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
PETER J SEPP
PRESIDENT/DIRECTOR
- Total calculated
- $221,128
- From this org
- $62,184
- From related orgs
- $126,254
- Other
- $32,690
- Hours/week
- 17.5 + 33.5 related
Schedule J breakdown matched by us
- Base
- $62,184 + $126,254 related
- Bonus
- $0
- Other
- $0
- Deferred
- $1,981 + $4,020 related
- Nontaxable benefits
- $8,807 + $17,882 related
- Filer's total
- $72,972 + $148,156 related
-
MICHAEL D FRYT
CHAIRMAN/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JOSEPH G LEHMAN
VICE CHAIRMAN/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DR DONALD P RACHETER
SECRETARY/DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
CHUCK FULLER
TREASURER/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
BRANDON PECK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
JON COUPAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
KR KAMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
DR RICHARD VEDDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
STACEY CHAMBERLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
JOSEPH D HENCHMAN
EXECUTIVE VICE PRESIDENT, NTUF
- Total calculated
- $270,537
- From this org
- $241,818
- From related orgs
- $0
- Other
- $28,719
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $238,318
- Bonus
- $3,500
- Other
- $0
- Deferred
- $9,970
- Nontaxable benefits
- $18,749
- Filer's total
- $270,537
-
BRANDON D ARNOLD
EXECUTIVE VICE PRESIDENT, NTU
- Total calculated
- $255,964
- From this org
- $11,316
- From related orgs
- $215,012
- Other
- $29,636
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $11,141 + $211,687 related
- Bonus
- $175 + $3,325 related
- Other
- $0
- Deferred
- $468 + $8,902 related
- Nontaxable benefits
- $1,014 + $19,252 related
- Filer's total
- $12,798 + $243,166 related
-
EVANGELINE LEAH M VUKMIR
SENIOR VP OF STATE AFFAIRS
- Total calculated
- $208,383
- From this org
- $0
- From related orgs
- $183,424
- Other
- $24,959
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $180,924 related
- Bonus
- $0 + $2,500 related
- Other
- $0
- Deferred
- $0 + $7,494 related
- Nontaxable benefits
- $0 + $17,465 related
- Filer's total
- $0 + $208,383 related
-
AL CANATA
VP OF STRATEGIC PARTNERSHIPS
- Total calculated
- $200,688
- From this org
- $68,521
- From related orgs
- $102,781
- Other
- $29,386
- Hours/week
- 16 + 24 related
Schedule J breakdown matched by us
- Base
- $67,121 + $100,681 related
- Bonus
- $1,400 + $2,100 related
- Other
- $0
- Deferred
- $2,800 + $4,201 related
- Nontaxable benefits
- $8,954 + $13,431 related
- Filer's total
- $80,275 + $120,413 related
-
TYLER L MARTINEZ
SENIOR ATTORNEY
- Total calculated
- $168,966
- From this org
- $162,054
- From related orgs
- $0
- Other
- $6,912
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,554
- Bonus
- $2,500
- Other
- $0
- Deferred
- $6,479
- Nontaxable benefits
- $433
- Filer's total
- $168,966
-
BRYAN G RILEY
DIR OF FREE TRADE INITIATIVE
- Total calculated
- $156,236
- From this org
- $55,193
- From related orgs
- $82,790
- Other
- $18,253
- Hours/week
- 16 + 24 related
Schedule J breakdown matched by us
- Base
- $54,393 + $81,590 related
- Bonus
- $800 + $1,200 related
- Other
- $0
- Deferred
- $2,222 + $3,332 related
- Nontaxable benefits
- $5,079 + $7,620 related
- Filer's total
- $62,494 + $93,742 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- SAME METHODS ABOVE ARE USED BY A RELATED ORGANIZATION, NATIONAL TAXPAYERS UNION; IN THIS FORM, METHODS CHECKED ARE USED FOR COMPENSATION OF NATIONAL TAXPAYERS UNION FOUNDATION'S EXECUTIVE VICE PRESIDENT.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(4) · PUBLIC EDUCATION, MOBILIZATION, AND LOBBYING · DE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423169349302082
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