EIN 52-0239291

Tax Executives Institute (TEI)

IRS 501(c) type
501(c)(6)
Num. employees
22
Year formed
1944
Most recent tax filings
2023-06-01
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
$9,921,761
2023
Total expenses
$9,801,463
2023
Total assets
$15,311,356
2023
Num. employees
22
2023

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 sophiscated 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 6,155 members represent more than 2,523 of the leading corporations in north and south america, europe, and asia. Through tei and its 56 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 liason: 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
W Patrick EvansChief Tax Counsel$264,453
...and 6 more key personnel

Financials for TEI

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Program services$9,098,941
Investment income and dividends$232,690
Tax-exempt bond proceeds$0
Royalty revenue$453,360
Net rental income$36,000
Net gain from sale of non-inventory assets$95,730
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$5,040
Total revenues$9,921,761

Form 990s for TEI

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-15990View PDF
2022-062023-05-15990View PDF
2021-062022-07-18990OView PDF
2020-062021-06-08990View PDF
2019-062020-09-09990View PDF
...and 9 more Form 990s
Data update history
July 16, 2024
Posted financials
Added Form 990 for fiscal year 2023
July 15, 2024
Used new vendors
Identified 1 new vendor, including
July 4, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 29, 2023
Updated personnel
Identified 17 new personnel
February 3, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Crime and lawCommunity improvementBusiness and industry
Characteristics
MembershipsOperates internationallyManagement 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
County
District of Columbia, DC
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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