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← INSTITUTE ON TAXATION AND ECONOMIC POLICY

Form 990 for tax year 2024

Filed by INSTITUTE ON TAXATION AND ECONOMIC POLICY.

Totals

Total revenue
$3,966,909
Total expenses
$3,954,281
Contributions and grants received
$3,615,785
Grants paid
$12,500
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)
$3,467,146
Management and general expenses
$174,135
Fundraising expenses
$313,000
Program service expenses (Part III)
$3,467,146

Program services were 87.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • NAOMI WALKER

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • HENRY COLEMAN

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DARIAN SHANSKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SARAH PRAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ED JAYNE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NICOLE RODRIGUEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOAN ENTMACHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RENEE FRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CYNTHIA CONNOLLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CONNIE RAZZA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIC RODRIGUEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WHITNEY TUCKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AMY HANAUER

    EXECUTIVE DIRECTOR

    Total calculated
    $284,461
    From this org
    $218,555
    From related orgs
    $0
    Other
    $65,906
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $218,555
    Bonus
    $0
    Other
    $0
    Deferred
    $21,856
    Nontaxable benefits
    $44,050
    Filer's total
    $284,461

  • STEVE WAMHOFF

    FEDERAL POLICY DIRECTOR

    Total calculated
    $199,179
    From this org
    $154,548
    From related orgs
    $0
    Other
    $44,631
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $154,548
    Bonus
    $0
    Other
    $0
    Deferred
    $15,455
    Nontaxable benefits
    $29,176
    Filer's total
    $199,179

  • JON WHITEN

    DEPUTY DIRECTOR

    Total calculated
    $212,532
    From this org
    $157,301
    From related orgs
    $0
    Other
    $55,231
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $157,301
    Bonus
    $0
    Other
    $0
    Deferred
    $15,730
    Nontaxable benefits
    $39,501
    Filer's total
    $212,532

  • AIDAN DAVIS

    STATE POLICY DIRECTOR

    Total calculated
    $153,624
    From this org
    $139,570
    From related orgs
    $0
    Other
    $14,054
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $139,570
    Bonus
    $0
    Other
    $0
    Deferred
    $13,957
    Nontaxable benefits
    $97
    Filer's total
    $153,624

  • MICHAEL ETTLINGER

    SENIOR FELLOW

    Total calculated
    $200,426
    From this org
    $145,887
    From related orgs
    $0
    Other
    $54,539
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $145,887
    Bonus
    $0
    Other
    $0
    Deferred
    $14,589
    Nontaxable benefits
    $39,950
    Filer's total
    $200,426

  • ERIKA FRANKEL

    DATA AND MODEL DIRECTOR

    Total calculated
    $162,170
    From this org
    $132,871
    From related orgs
    $0
    Other
    $29,299
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $132,871
    Bonus
    $0
    Other
    $0
    Deferred
    $13,287
    Nontaxable benefits
    $16,012
    Filer's total
    $162,170

  • MATTHEW GARDNER

    SENIOR FELLOW

    Total calculated
    $181,397
    From this org
    $144,884
    From related orgs
    $0
    Other
    $36,513
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $144,884
    Bonus
    $0
    Other
    $0
    Deferred
    $14,488
    Nontaxable benefits
    $22,025
    Filer's total
    $181,397

  • CARL DAVIS

    RESEARCH DIRECTOR

    Total calculated
    $179,223
    From this org
    $132,087
    From related orgs
    $0
    Other
    $47,136
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $132,087
    Bonus
    $0
    Other
    $0
    Deferred
    $13,209
    Nontaxable benefits
    $33,927
    Filer's total
    $179,223

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

Provenance

Return type
form_990
Tax year
2024
Filed
16 October 2025
IRS schema version
2024v5.2
Source object
202542939349301519

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