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← INSTITUTE ON TAXATION AND ECONOMIC POLICY

Form 990 for tax year 2025

Filed by INSTITUTE ON TAXATION AND ECONOMIC POLICY.

Totals

Total revenue
$8,490,036
Total expenses
$4,822,380
Contributions and grants received
$8,199,374
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$4,262,559
Management and general expenses
$311,937
Fundraising expenses
$247,884
Program service expenses (Part III)
$4,262,559

Program services were 88.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WHITNEY JEMISON

    CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • DARIEN SHANSKE

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5

  • SARAH PRAY

    BOARD GOVERNANCE CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • JASON BAILEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JOAN ENTMACHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MICHAEL MAZEROV

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • CONNIE RAZZA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ERIC RODRIGUEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • NICOLE RODRIGUEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ERIN SCHARFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • AMBER WALLIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ERICA WILLIAMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LIZ WATSON

    DIRECTOR (FROM DEC 25)

    Total calculated
    $0
    Hours/week
    0.5

  • VANESSA WILLIAMSON

    DIRECTOR (FROM DEC 25)

    Total calculated
    $0
    Hours/week
    0.5

  • NAOMI WALKER

    DIRECTOR (THRU DEC 25)

    Total calculated
    $0
    Hours/week
    0.5

  • CYNTHIA CONNOLLY

    DIRECTOR (THRU DEC 25)

    Total calculated
    $0
    Hours/week
    0.5

  • AMY HANAUER

    EXECUTIVE DIRECTOR

    Total calculated
    $307,215
    From this org
    $219,286
    From related orgs
    $0
    Other
    $87,929
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $219,286
    Bonus
    $0
    Other
    $0
    Deferred
    $21,929
    Nontaxable benefits
    $66,000
    Filer's total
    $307,215

  • JON WHITEN

    DEPUTY DIRECTOR

    Total calculated
    $210,952
    From this org
    $163,593
    From related orgs
    $0
    Other
    $47,359
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $163,593
    Bonus
    $0
    Other
    $0
    Deferred
    $16,359
    Nontaxable benefits
    $31,000
    Filer's total
    $210,952

  • STEVE WAMHOFF

    FEDERAL POLICY DIRECTOR

    Total calculated
    $220,243
    From this org
    $162,948
    From related orgs
    $0
    Other
    $57,295
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $162,948
    Bonus
    $0
    Other
    $0
    Deferred
    $16,295
    Nontaxable benefits
    $41,000
    Filer's total
    $220,243

  • ERIKA FRANKEL

    DATA AND MODEL DIRECTOR

    Total calculated
    $182,467
    From this org
    $139,515
    From related orgs
    $0
    Other
    $42,952
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $139,515
    Bonus
    $0
    Other
    $0
    Deferred
    $13,952
    Nontaxable benefits
    $29,000
    Filer's total
    $182,467

  • MICHAEL ETTLINGER

    SENIOR FELLOW

    Total calculated
    $217,978
    From this org
    $158,984
    From related orgs
    $0
    Other
    $58,994
    Hours/week
    26.3

    Schedule J breakdown matched by us

    Base
    $158,984
    Bonus
    $0
    Other
    $0
    Deferred
    $15,898
    Nontaxable benefits
    $43,096
    Filer's total
    $217,978

  • MATTHEW GARDNER

    SENIOR FELLOW

    Total calculated
    $200,153
    From this org
    $149,230
    From related orgs
    $0
    Other
    $50,923
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $149,230
    Bonus
    $0
    Other
    $0
    Deferred
    $14,923
    Nontaxable benefits
    $36,000
    Filer's total
    $200,153

  • CARL DAVIS

    RESEARCH DIRECTOR

    Total calculated
    $206,274
    From this org
    $143,885
    From related orgs
    $0
    Other
    $62,389
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $143,885
    Bonus
    $0
    Other
    $0
    Deferred
    $14,389
    Nontaxable benefits
    $48,000
    Filer's total
    $206,274

  • NICHOLAS JOHNSON

    SENIOR FELLOW

    Total calculated
    $217,320
    From this org
    $161,200
    From related orgs
    $0
    Other
    $56,120
    Hours/week
    29.6

    Schedule J breakdown matched by us

    Base
    $161,200
    Bonus
    $0
    Other
    $0
    Deferred
    $16,120
    Nontaxable benefits
    $40,000
    Filer's total
    $217,320

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 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 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

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.

Provenance

Return type
form_990
Tax year
2025
Filed
3 June 2026
IRS schema version
2025v4.1
Source object
202611559349300546

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