EIN 52-0239291

Tax Executives Institute (TEI)

IRS 501(c) type
501(c)(6)
Num. employees
19
Year formed
1944
Most recent tax filings
2022-06-01
Description
Tax Executives Institute (TEI) is the preeminent association of in-house tax professionals worldwide​. Their members are business executives who are responsible for taxation matters on an administrative or policy-making level, or whose work is otherwise primarily concerned with the challenges of business taxation. TEI members are accountants, lawyers, and other corporate and business employees who are responsible for the tax affairs of their employers in an executive, administrative, or managerial capacity.
Total revenues
$7,712,860
2022
Total expenses
$6,852,316
2022
Total assets
$12,386,373
2022
Num. employees
19
2022

Program areas at TEI

Continuing education - Tax Executives Institute (tei or the Institute) operates numerous education programs throughout the year; these programs are available at the Institute, region, and chapter level, and satisfy state or country requirements for continuing professional education. Tei also provides educational resources such as forums for the exchange of information on audit developments, and other issues affecting the corporate Tax community. Also available to members is a sophisticated but user-friendly electronic communications system, featuring specialized and private online boards.
Membership services and development - Tax Executives Institute is the preeminent association of in-house Tax professionals worldwide. Our approximately 6,000 members represent more than 2,900 of the leading corporations in north and south america, europe, and asia. Through tei and its 57 chapters worldwide, Tax Executives have access to the finest, most cost-effective Tax training available; the camaraderie of their fellow Tax professionals-who willingly share their insights, ideas, and experiences; and the ability to work collectively to improve Tax policy and administration. Tei members receive a bi-monthly journal, Tax executive. They also have access to tei's website at www.tei.org, for networking and education opportunities. Tei members may enhance their personal leadership, communication, and mentoring skills by volunteering locally or at the Institute level. Tei also provides members the opportunity to participate in surveys and to develop benchmarking tools for Tax Executives.
Committee and liaison - tei provides excellent analyses of proposed Tax legislation, regulations, and other administrative pronouncements. Tei also works with legislative and regulatory bodies by providing commentary on policy and the administrative aspects of legislative and regulatory proposals. Tei's legislative and advocacy functions are carried on largely through the volunteer efforts of its members.tei files amicus briefs in support of tei members' interests in taxes being imposed fairly and equitably and in terms of the us constitution.

Personnel at TEI

NameTitleCompensation
Alicia P MataExecutive Director$296,358
Lisa R SamuelsDirector of Marketing and$131,969
Michael T DowdyDirector of It and Web Ser$146,747
Deborah C GieseyDirector of Administration$157,572
Eli J DickerPast Executive Director$371,397
...and 6 more key personnel

Financials for TEI

RevenuesFYE 06/2022
Total grants, contributions, etc.$283,569
Program services$6,778,307
Investment income and dividends$186,455
Tax-exempt bond proceeds$0
Royalty revenue$486,275
Net rental income$18,000
Net gain from sale of non-inventory assets$-44,441
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$4,695
Total revenues$7,712,860

Form 990s for TEI

Fiscal year endingDate received by IRSFormPDF link
2022-062023-05-15990View PDF
2021-062022-07-18990OView PDF
2020-062021-06-08990View PDF
2019-062020-09-09990View PDF
2018-062019-06-19990View PDF
...and 8 more Form 990s
Data update history
February 3, 2023
Posted financials
Added Form 990 for fiscal year 2021
November 6, 2022
Used new vendors
Identified 2 new vendors, including , and
October 4, 2021
Posted financials
Added Form 990 for fiscal year 2020
September 22, 2021
Updated personnel
Identified 3 new personnel
August 22, 2021
Posted financials
Added Form 990 for fiscal year 2019
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Crime and lawCommunity improvementBusiness and industry
Characteristics
MembershipsOperates internationallyReceives government fundingManagement and technical assistanceCommunity engagement / volunteering
General information
Address
1200 G St NW 300
Washington, DC 20005
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
Website URL
tei.org/ 
Phone
(202) 638-5601
Facebook page
tax-executives-institute 
Twitter profile
@tei_updates 
IRS details
EIN
52-0239291
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1944
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S02: Community Improvement and Capacity Building Management and Technical Assistance
NAICS code, primary
813920: Professional Associations
Parent/child status
Central organization
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