Skip to content
Nonprofiteer
← NATIONAL TAXPAYERS UNION FOUNDATION

Form 990 for tax year 2022

Filed by NATIONAL TAXPAYERS UNION FOUNDATION.

Totals

Total revenue
$2,333,077
Total expenses
$1,542,589
Contributions and grants received
$2,309,299
Grants paid
$7,000
Program service revenue
$0
Investment income
$23,778
Other revenue
$0
Total assets, end of year
$5,675,427
Total liabilities, end of year
$1,769,573
Net assets or fund balances, end of year
$3,905,854
Program services expenses (Part IX)
$1,025,429
Management and general expenses
$399,095
Fundraising expenses
$118,065
Program service expenses (Part III)
$1,025,429

Program services were 66.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $2,309,299

  • 3 · Investment income

    total $23,778 · excluded $23,778

Functional expenses

Part IX, the statement of functional expenses.

  • 3 · Grants to foreign organizations and individuals

    total $7,000 · program services $7,000

  • 5 · Compensation of officers, directors and key employees

    total $234,856 · program services $162,507 · management and general $58,878 · fundraising $13,471

  • 7 · Other salaries and wages

    total $858,366 · program services $593,941 · management and general $215,183 · fundraising $49,242

  • 8 · Pension plan contributions

    total $24,401 · program services $16,884 · management and general $6,117 · fundraising $1,400

  • 9 · Other employee benefits

    total $19,176 · program services $13,268 · management and general $4,807 · fundraising $1,101

  • 10 · Payroll taxes

    total $82,308 · program services $56,952 · management and general $20,634 · fundraising $4,722

  • 11b · Fees: legal

    total $1,720 · program services $48 · management and general $1,309 · fundraising $363

  • 11c · Fees: accounting

    total $41,887 · program services $1,174 · management and general $31,878 · fundraising $8,835

  • 11g · Fees: other

    total $13,493 · program services $378 · management and general $10,269 · fundraising $2,846

  • 12 · Advertising and promotion

    total $50 · management and general $50

  • 13 · Office expenses

    total $18,460 · program services $5,281 · management and general $12,764 · fundraising $415

  • 14 · Information technology

    total $29,878 · program services $20,751 · management and general $7,498 · fundraising $1,629

  • 16 · Occupancy

    total $94,531 · program services $65,410 · management and general $23,698 · fundraising $5,423

  • 17 · Travel

    total $38,098 · program services $33,068 · management and general $3,978 · fundraising $1,052

  • 19 · Conferences, conventions and meetings

    total $30,143 · program services $29,468 · management and general $675

  • 24a · Other expenses: PRINTING AND POSTAGE

    total $36,118 · program services $8,506 · management and general $46 · fundraising $27,566

  • 24b · Other expenses: MISCELLANEOUS

    total $11,473 · program services $10,162 · management and general $1,311

  • 24c · Other expenses: MEDIA AND PUBLIC OUTREA

    total $631 · program services $631

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,396,221 · end of year $4,414,331

  • 4 · Accounts receivable

    end of year $57,250

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,812 · end of year $7,355

  • 10a · Land, buildings and equipment: cost or other basis

    $127,011

  • 10b · Land, buildings and equipment: accumulated depreciation

    $127,011

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,354,538 · end of year $1,192,327

  • 15 · Other assets

    beginning of year $9,783 · end of year $4,164

  • 17 · Accounts payable and accrued expenses

    beginning of year $114,757 · end of year $70,767

  • 25 · Other liabilities

    beginning of year $1,348,243 · end of year $1,698,806

  • 27 · Net assets without donor restrictions

    beginning of year $2,913,044 · end of year $3,741,292

  • 28 · Net assets with donor restrictions

    beginning of year $388,310 · end of year $164,562

Mission and programs · 2022

Mission

NATIONAL TAXPAYERS UNION FOUNDATION (NTUF) WORKS TO SHOW AMERICANS HOW TAXES, GOVERNMENT SPENDING, AND REGULATIONS AFFECT THEM. NTUF'S DISTINCT PROJECTS CUT THROUGH THE HYPE, EMPOWER CITIZENS TO ENGAGE IN THE CRITICAL FISCAL POLICY DEBATES OF OUR TIME, AND HOLD ELECTED OFFICIALS ACCOUNTABLE AT EVERY LEVEL OF GOVERNMENT. WITH OUR UNIQUE COMBINATION OF POLICY EXPERTISE, OUTREACH KNOW-HOW, AND TRUE NON-PARTISANSHIP, WE STRIVE TO BECOME THE NUMBER ONE FEDERAL AND STATE SOURCE FOR SOUND FISCAL POLICYMAKING.

Activities or mission (Part I)

PROVIDE UNIQUE, NON-PARTISAN RESEARCH, ANALYSIS, EDUCATION, MEDIA OUTREACH, AND PUBLIC INTEREST LITIGATION ON FEDERAL, STATE, AND LOCAL FISCAL POLICY ISSUES, INCLUDING TAXES, BUDGETS, REGULATIONS, AND GOVERNMENT ADMINISTRATION.

  • PUBLIC EDUCATION AND RESEARCH: THIS PROGRAM CATEGORY INCLUDES SUBSTANTIVE OUTREACH AND COMMUNICATIONS WITH THE GENERAL PUBLIC, POLICYMAKERS, AND SUPPORTERS THROUGH PROMOTION AND DISTRIBUTION OF POLICY PAPERS AND ISSUE BRIEFS, AN EMAIL NEWSLETTER. THE WEBSITE AND BLOG, EARNED MEDIA APPEARANCES AND CITATIONS, APPEARANCES AT CONFERENCES, COMMENT FILINGS, AND PUBLIC INTEREST LITIGATION. PROJECTS INCLUDE EXAMINING RULES AND REFORMS TO BUDGET PROCESSES THAT AFFECT ECONOMIC GROWTH; ANALYZING HOW STATES AND LOCALITIES ENGAGE IN TAX AND REGULATORY ACTIONS BEYOND THEIR BORDERS; ILLUSTRATING THE INCIDENCE AND DISTRIBUTION OF TAX BURDENS ON AMERICAN HOUSEHOLDS; QUANTIFYING TAX COMPLIANCE AND COMPLEXITY COSTS; FOCUSING ON THE FISCAL ASPECTS OF TRADE POLICIES; FILING LITIGATION AND AMICUS BRIEFS IN PRECEDENTIAL CASES AFFECTING TAXPAYER RIGHTS AND SOUND TAX ADMINISTRATION; DELIVERING INFORMATION THE PUBLIC OFTEN FINDS DIFFICULT TO OBTAIN ON FISCAL MATTERS SUCH AS PUBLIC OFFICIAL'S PERQUISITES; AND DEVELOPING PRACTICAL POLICY RESPONSES TO THE FISCAL AND GOVERNMENT ADMINISTRATION CHALLENGES CURRENTLY CONFRONTING THE NATION.

    Expenses $1,025,429 · Grants $7,000

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JOSEPH HENCHMAN

    EXECUTIVE VP, NTUF

    Total calculated
    $235,380
    From this org
    $220,882
    From related orgs
    $0
    Other
    $14,498
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,882
    Bonus
    $0
    Other
    $0
    Deferred
    $2,500
    Nontaxable benefits
    $11,998
    Filer's total
    $235,380

  • BRANDON ARNOLD

    EXECUTIVE VP, NTU

    Total calculated
    $227,658
    From this org
    $10,470
    From related orgs
    $198,919
    Other
    $18,269
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $10,470 + $198,919 related
    Bonus
    $0
    Other
    $0
    Deferred
    $125 + $2,375 related
    Nontaxable benefits
    $788 + $14,981 related
    Filer's total
    $11,383 + $216,275 related

  • PETER JSEPP

    PRESIDENT/DIRECTOR

    Total calculated
    $215,297
    From this org
    $62,690
    From related orgs
    $127,280
    Other
    $25,327
    Hours/week
    17.5 + 33.5 related

    Schedule J breakdown matched by us

    Base
    $62,690 + $127,280 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,358 + $16,969 related
    Filer's total
    $71,048 + $144,249 related

  • EVANGELINE LEAH VUKMIR

    VP OF STATE AFFAIRS

    Total calculated
    $197,698
    From this org
    $0
    From related orgs
    $179,579
    Other
    $18,119
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $179,579 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $2,500 related
    Nontaxable benefits
    $0 + $15,619 related
    Filer's total
    $0 + $197,698 related

  • AL CANATA

    VP OF STRATEGIC PRTNRSHPS

    Total calculated
    $186,476
    From this org
    $65,086
    From related orgs
    $97,629
    Other
    $23,761
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $65,086 + $97,629 related
    Bonus
    $0
    Other
    $0
    Deferred
    $1,000 + $1,500 related
    Nontaxable benefits
    $8,504 + $12,757 related
    Filer's total
    $74,590 + $111,886 related

  • TYLER MARTINEZ

    SENIOR ATTORNEY

    Total calculated
    $152,424
    From this org
    $149,477
    From related orgs
    $0
    Other
    $2,947
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,477
    Bonus
    $0
    Other
    $0
    Deferred
    $2,500
    Nontaxable benefits
    $447
    Filer's total
    $152,424

  • BRYAN RILEY

    DIR OF FREE TRADE INIT

    Total calculated
    $148,828
    From this org
    $53,722
    From related orgs
    $80,582
    Other
    $14,524
    Hours/week
    16 + 24 related

  • JESSICA WARD

    DIRECTOR OF STATE AFFAIRS

    Total calculated
    $143,245
    From this org
    $8,828
    From related orgs
    $117,289
    Other
    $17,128
    Hours/week
    2.8 + 37.2 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

  • 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

  • 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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202303199349307635

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.