TAX EXECUTIVES INSTITUTE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TAX EXECUTIVES INSTITUTE INC (EIN 52-0239291)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202611349349307171
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T12:53:18-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520239291 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX EXECUTIVES INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAXE | BusinessNameControlTxt |
| Phone | 2026385601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 G ST NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA P MATA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2026385601 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH W HELLER | PreparerPersonNm |
| PTIN | P00397829 | PTIN |
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALICIA P MATA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 G ST NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,773,163 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | TEI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE AND IMPROVE THE TAX SYSTEM AND TO SERVE ITS MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 76 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 76 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 478 | TotalVolunteersCnt |
| Total Gross UBI | $299,650 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $24,479 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,297,208 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,905,137 | CYProgramServiceRevenueAmt |
| PY Investment Income | $322,257 | PYInvestmentIncomeAmt |
| CY Investment Income | $395,937 | CYInvestmentIncomeAmt |
| PY Other Revenue | $717,209 | PYOtherRevenueAmt |
| CY Other Revenue | $472,089 | CYOtherRevenueAmt |
| PY Total Revenue | $12,336,674 | PYTotalRevenueAmt |
| CY Total Revenue | $11,773,163 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $126,437 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $123,614 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,704,163 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,318,436 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,321,258 | PYOtherExpensesAmt |
| CY Other Expenses | $6,950,631 | CYOtherExpensesAmt |
| PY Total Expenses | $11,151,858 | PYTotalExpensesAmt |
| CY Total Expenses | $11,392,681 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,184,816 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $380,482 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,394,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,918,317 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,973,008 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,233,137 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,421,353 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,685,180 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF TAX EXECUTIVES INSTITUTE IS TO ENHANCE AND IMPROVE THE GLOBAL TAX SYSTEM AND TO SERVE ITS MEMBERS THEIR EMPLOYERS AND SOCIETY GENERALLY BY FACILITATING INTERACTION AMONG AND THE TRAINING OF MEMBERS AND THEIR STAFFS BY EFFECTIVELY ADVOCATING ITS MEMBERS VIEWS AND BY PROMOTING COMPETENCE AND PROFESSIONALISM IN BOTH THE PRIVATE AND GOVERNMENT SECTORS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | MEMBERSHIP SERVICES AND DEVELOPMENT: TAX EXECUTIVES INSTITUTE IS THE PREEMINENT ASSOCIATION OF IN-HOUSE TAX PROFESSIONALS WORLDWIDE. OUR APPROXIMATELY 5,879 MEMBERS REPRESENT MORE THAN 2,750 OF THE LEADING CORPORATIONS IN NORTH AND SOUTH AMERICA, EUROPE, AND ASIA. THROUGH TEI AND ITS 55 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, AND A BI-WEEKLY THOUGHT LEADERSHIP BULLETIN FEATURING ARTICLES AND INSIGHTS. THEY ALSO HAVE ACCESS TO TEI ENGAGE, TEI'S MEMBER-ONLY ONLINE COMMUNITY, PROVIDING GLOBAL NETWORKING 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTINUING EDUCATION: TAX EXECUTIVES INSTITUTE (TEI OR THE INSTITUTE) 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 VARIOUS ISSUES AFFECTING THE CORPORATE TAX COMMUNITY. TEI ALSO PROVIDES ITS MEMBERS WITH A ROBUST MEMBER-ONLY, ONLINE COMMUNITY, TEI ENGAGE, ENABLING MEMBERS TO SHARE INFORMATION ON TAX MATTERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVOCACY & COMMITTEES: 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 ALSO FILES AMICUS BRIEFS IN SUPPORT OF TEI MEMBERS' INTERESTS TO ENSURE TAXES ARE IMPOSED FAIRLY AND EQUITABLY UNDER THE US CONSTITUTION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 76 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 76 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACY GIBBS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2026385601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 G ST NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (99 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SANDHYA EDUPUGANTY | ||||||||
| PRES. THEN PAST I.P. (EFF. 8/24) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSEPHINE SCALIA | ||||||||
| SVP THEN PRESIDENT (EFF. 8/24) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WALTER DOGGETT | ||||||||
| TREAS. THEN SVP (EFF. 8/24) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARCUS SHORE | ||||||||
| SEC. THEN TREASURER (EFF. 8/24) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WAYNE HAMILTON | ||||||||
| GSCR THEN SEC. (EFF. 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK CALUORI | ||||||||
| REGION 1 VICE PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| YANG YE | ||||||||
| REGION 2 VICE PRESIDENT (BEG 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN POWER | ||||||||
| REGION 2 VICE PRESIDENT (END 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANISSA OWEN | ||||||||
| REGION 3 VICE PRESIDENT (BEG 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN MILLER | ||||||||
| REGION 3 VICE PRESIDENT (END 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN KAUFMAN | ||||||||
| REGION 4 VICE PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT TINCHER | ||||||||
| REGION 5 VICE PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE POCIASK | ||||||||
| REGION 6 VICE PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA SCHLEMMER | ||||||||
| REGION 7 VICE PRESIDENT (BEG 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET RUDNICKI | ||||||||
| REG. 7 VP THEN GSCR (EFF. 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRADLEY PEES | ||||||||
| REG. 8 VP THEN FL CR. (EFF. 08/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SEAN WELSH | ||||||||
| CAR. CR. THEN REG. 8 VP (EFF. 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN MCMILLAN | ||||||||
| REGION 9 VICE PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN MANES | ||||||||
| REGION 10 VICE PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICK HASENOEHRL | ||||||||
| REGION 11 VICE PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HOWREN | ||||||||
| PAST INTERNATIONAL PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERILEA WIELENGA | ||||||||
| PAST INTERNATIONAL PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYNE MONFRIES | ||||||||
| PAST INTERNATIONAL PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATRINA WELCH | ||||||||
| PAST INTERNATIONAL PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES SILVESTRI | ||||||||
| PAST INT'L PRESIDENT (END 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYNE WALLACE | ||||||||
| ALASKA CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEELY HITT | ||||||||
| ARIZONA CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED LO | ||||||||
| ASIA CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRANDON DRAPER | ||||||||
| ATLANTA CHAPTER REP. (BEG 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLI WARREN | ||||||||
| ATLANTA CHAPTER REP. (END 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE KALB | ||||||||
| BALTIMORE-WASHINGTON CHAPTER REP. | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES RIZZO | ||||||||
| BUFFALO-NIAGARA CHAPTER REP. | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GRACE ZHAO | ||||||||
| CALGARY CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE PAPPAS | ||||||||
| CAROLINAS CHAPTER REP. (BEG 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL LUU | ||||||||
| CENTRAL TEXAS CHAP. REP. (BEG 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTINE ROGERS | ||||||||
| CENTRAL TEXAS CHAP. REP. (END 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH WINTERS | ||||||||
| CHICAGO CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MURPHY | ||||||||
| CIN.-COL. CHAP. REP. (BEG 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRYAN TRAPP | ||||||||
| CIN.-COL. CHAP. REP. (END 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONI MITCHELL | ||||||||
| CLEVELAND CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER JUNG | ||||||||
| CONNECTICUT VALLEY CHAPTER REP. | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN BAUER | ||||||||
| DALLAS CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY ROBERTS | ||||||||
| DENVER CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTORIA GALLERT | ||||||||
| DETROIT CHAPTER REP. (BEG 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER TRESSLER | ||||||||
| DETROIT CHAPTER REP. (END 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LORRY LIMBOURG | ||||||||
| EMEA CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK LINIADO | ||||||||
| FORT WORTH CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL CHANG | ||||||||
| HAWAII CHAPTER REP. (BEG 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GLEN SHIGETOMI | ||||||||
| HAWAII CHAPTER REP. (END 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL BROMAN | ||||||||
| HOUSTON CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RYAN EBERHARDT | ||||||||
| INDIANA CHAP. REP. (BEG 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KARLA ORR | ||||||||
| INDIANA CHAP. REP. (END 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD PULLEN | ||||||||
| IOWA CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| YUKIE HEARD | ||||||||
| KANSAS CITY CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CALABRESE | ||||||||
| KENTUCKY CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LIONEL NOBRE | ||||||||
| LATIN AMERICA CHAPTER REP. | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA KIM | ||||||||
| LOS ANGELES CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH SCHAFER | ||||||||
| MINNESOTA CHAPTER REP. (END 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LIZ SEVERSON | ||||||||
| MINNESOTA CHAPTER REP. (BEG 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NATHALIE NOEL | ||||||||
| MONTREAL CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VANESSA SHARER | ||||||||
| NASHVILLE CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM FRITZ | ||||||||
| NEBRASKA CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MADEL MIRANDA | ||||||||
| NEVADA CHAPTER REP. (BEG 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CASSIDY CRAWFORD | ||||||||
| NEVADA CHAPTER REP. (END 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERICA MURRAY | ||||||||
| NEW ENGLAND CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND SALORT | ||||||||
| NEW JERSEY CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL HELLER | ||||||||
| NEW YORK CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DARRELEE KINAS | ||||||||
| NORTHEAST WISCONSIN CHAPTER REP. | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAIMIE HIGHTOWER | ||||||||
| OKLAHOMA CITY CHAP. REP. (END 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK LAUBACH | ||||||||
| OKLAHOMA CITY CHAP. REP. (BEG 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA GRACE | ||||||||
| ORANGE COUNTY CHAP. REP. (BEG 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY LEIBOWITZ | ||||||||
| ORANGE COUNTY CHAP. REP. (END 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA HEWITT LOCHETTO | ||||||||
| PHILADELPHIA CHAP. REP. (BEG 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIBU VERGIS | ||||||||
| PHILADELPHIA CHAP. REP. (END 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS SLOWEY | ||||||||
| PITTSBURGH CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE WILLSON | ||||||||
| PORTLAND CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY STEINBERG | ||||||||
| ROCHESTER CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TYLER LOVELAND | ||||||||
| SALT LAKE CITY CHAPTER REP. | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SON LE | ||||||||
| SAN DIEGO CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANA MENDEZ DARBY | ||||||||
| SAN FRANCISCO CHAPTER REP. | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAKENZIE ZUERN | ||||||||
| SEATTLE CHAPTER REP. (BEG 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONNELL QUARRIE | ||||||||
| SEATTLE CHAPTER REP. (END 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL SMITH | ||||||||
| SILICON VALLEY CHAPTER REP. | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE WELIKSON | ||||||||
| ST. LOUIS CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTINA CAPRETTA | ||||||||
| TORONTO CHAPTER REP. (BEG 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK MARTINICCHIO | ||||||||
| TORONTO CHAPTER REP. (END 8/24) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERNEST GATES | ||||||||
| TULSA CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETTY MAK | ||||||||
| VANCOUVER CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VERNON TURNER | ||||||||
| VIRGINIA CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER DENICOLA | ||||||||
| WESTCHESTER-FAIRFIELD CHAPTER REP. | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON GRIFFEN | ||||||||
| WESTERN MICHIGAN CHAPTER REP. | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD CARLSON | ||||||||
| WISCONSIN CHAPTER REPRESENTATIVE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALICIA P MATA | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 1.00 | Yes (X) | $501,910 | $0 | $24,361 | ||
| WILLIAM P EVANS | ||||||||
| CHIEF TAX COUNSEL | 40.00 | Yes (X) | $285,809 | $0 | $43,460 | |||
| BENJAMIN SHRECK | ||||||||
| TAX COUNSEL | 40.00 | $263,698 | $0 | $35,278 | Yes (X) | |||
| TODD LARD | ||||||||
| TAX COUNSEL | 40.00 | $262,023 | $0 | $17,698 | Yes (X) | |||
| KELLY MADIGAN | ||||||||
| TAX COUNSEL | 40.00 | $241,913 | $0 | $22,645 | Yes (X) | |||
| MARTIN SCHUEBEL | ||||||||
| DIRECTOR OF MARKETING & EVENTS | 40.00 | $217,717 | $0 | $23,887 | Yes (X) | |||
| LYNN SPENCE | ||||||||
| DIRECTOR OF IT | 40.00 | $187,309 | $0 | $9,066 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,960,379 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $176,395 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GEORGIA TECH HOTEL AND CONF CTR | |||||
| 800 SPRING ST NW | ATLANTA | GA | 30308 | EVENT FACILITY SERVICES | $474,496 |
| JW MARRIOT SAN ANTONIO | |||||
| 23808 RESORT PKWY | SAN ANTONIO | TX | 78261 | EVENT FACILITY SERVICES | $321,456 |
| MARRIOTT INTERNATIONAL INC | |||||
| 301 S MARKET ST | SAN JOSE | CA | 95113 | EVENT FACILITY SERVICES | $247,534 |
| GRAND HYATT WASHINGTON | |||||
| 1000 H ST NW | WASHINGTON | DC | 20001 | EVENT FACILITY SERVICES | $233,818 |
| COHNREZNICK LLP | |||||
| 500 E PRATT ST 4TH FLOOR | BALTIMORE | MD | 21202 | ACCOUNTING SERVICES | $169,359 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SPONSORSHIPS | 900099 | $3,908,001 | $3,908,001 | |
| CHAPTERS AND REGIONS | 900099 | $3,202,833 | $3,202,833 | |
| CONTINUING EDUCATION | 900099 | $1,955,251 | $1,955,251 | |
| MEMBERSHIP DUES | 900099 | $1,532,763 | $1,532,763 | |
| PUBLICATIONS | 900099 | $306,289 | $6,639 | $299,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,905,137 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $395,937 | TotalRevenueColumnAmt |
| Exclusion | $395,937 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $451,600 | TotalRevenueColumnAmt |
| Exclusion | $451,600 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,469 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,469 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,469 | TotalRevenueColumnAmt |
| Exclusion | $25,469 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$4,980 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$4,980 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$4,980 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,773,163 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,600,507 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $299,650 | UnrelatedBusinessRevenueAmt |
| Exclusion | $873,006 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,750 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,864 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $890,133 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,846,488 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,741 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,343 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,731 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,510 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,733 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,140 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,321 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,550 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,674 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,454 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,637 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,892 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,667,423 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,902 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,535 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UBI TAXES | $12,120 |
| CHAPTERS & REGIONS DISB | $3,127,319 |
| PUBLICATIONS | $160,743 |
| CHAPTER REBATES | $157,920 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,758 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,392,681 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,630,467 | BOYAmt |
| EOY | $3,922,079 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,349,081 | BOYAmt |
| EOY | $6,173,972 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,128 | BOYAmt |
| EOY | $446,680 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,486 | BOYAmt |
| EOY | $304,550 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,096,897 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,623,259 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,333 | BOYAmt |
| EOY | $473,638 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,526,388 | BOYAmt |
| EOY | $3,778,053 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,981,478 | BOYAmt |
| EOY | $1,819,345 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,394,361 | BOYAmt |
| EOY | $16,918,317 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $842,693 | BOYAmt |
| EOY | $672,430 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,465,359 | BOYAmt |
| EOY | $3,162,377 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,664,956 | BOYAmt |
| EOY | $2,398,330 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,973,008 | BOYAmt |
| EOY | $6,233,137 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,421,353 | BOYAmt |
| EOY | $10,685,180 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,421,353 | BOYAmt |
| EOY | $10,685,180 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,394,361 | BOYAmt |
| EOY | $16,918,317 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $380,482 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $146,059 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$262,714 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $1,532,763 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $11,154 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $11,154 | NonDeductibleLbbyngPltclTotAmt |
| Taxable | $11,154 | TaxableAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $933,205 | OtherCostOrOtherBasisAmt |
| Depreciation | $678,719 | DepreciationAmt |
| Book Value | $254,486 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $988,498 | OtherCostOrOtherBasisAmt |
| Depreciation | $769,346 | DepreciationAmt |
| Book Value | $219,152 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $175,194 | OtherCostOrOtherBasisAmt |
| Depreciation | $175,194 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $473,638 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE ASSETS | Desc |
| Book Value | $1,819,345 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,819,345 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $2,392,630 |
| DEPOSITS | $5,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,398,330 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,685,249 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $146,059 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $146,059 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,539,190 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $31,140 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,202,833 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,233,973 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,773,163 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,113,108 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,113,108 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $31,140 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,248,433 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,279,573 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,392,681 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INCOME EARNED BY CHAPTERS AND REGIONS |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES INCURRED BY CHAPTERS AND REGIONS |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $2,864 | |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | $327,962 | DISBURSEMENTS FOR MEETING, DINNER, CONFERENCE EXP. |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | $2,122 | DISBURSEMENTS FOR MEETING, DINNER, CONFERENCE EXP. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $332,948 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $332,948 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CHAPTERS MAY ESTABLISH A SCHOLARSHIP PROGRAM TO AWARD ANNUAL SCHOLARSHIP GRANTS. THE ELIGIBILITY CRITERIA MUST BE IN WRITING; AND THE GUIDELINES AND PROCEDURES MUST BE APPROVED IN ADVANCE BY THE INSTITUTE SECRETARY. THE SCHOLARSHIP SELECTION, ADMINISTRATION, AND AWARD PROCESSES MUST RESIDE WITH A DESIGNATED EDUCATIONAL INSTITUTION, NOT WITH THE CHAPTER. MEMBERS OF TAX EXECUTIVES INSTITUTE, INC. AND THEIR IMMEDIATE FAMILIES ARE INELIGIBLE TO RECEIVE CHAPTER SCHOLARSHIPS. THE GRANT OF THE SCHOLARSHIP SHALL NOT BE CONDITIONED UPON THE RENDERING OF FUTURE EMPLOYMENT SERVICES BY THE RECIPIENT. CANDIDATES MUST ATTEND A FULLY ACCREDITED COLLEGE OR UNIVERSITY IN AN UNDERGRADUATE OR GRADUATE CAPACITY AND MUST PURSUE A CURRICULUM WHICH EMPHASIZES STUDIES THAT COULD LEAD TO A CAREER IN TAXATION. PAYMENT OF SCHOLARSHIP AWARDS IS TO THE COLLEGE OR UNIVERSITY, NOT TO THE INDIVIDUAL RECIPIENT(S). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALICIA P MATA | ||||||||||||||
| EXECUTIVE DIRECTOR | $437,515 | $0 | $64,395 | $0 | $0 | $0 | $19,800 | $0 | $4,561 | $0 | $526,271 | $0 | $0 | $0 |
| WILLIAM P EVANS | ||||||||||||||
| CHIEF TAX COUNSEL | $277,809 | $0 | $8,000 | $0 | $0 | $0 | $17,401 | $0 | $26,059 | $0 | $329,269 | $0 | $0 | $0 |
| BENJAMIN SHRECK | ||||||||||||||
| TAX COUNSEL | $256,198 | $0 | $7,500 | $0 | $0 | $0 | $15,990 | $0 | $19,288 | $0 | $298,976 | $0 | $0 | $0 |
| TODD LARD | ||||||||||||||
| TAX COUNSEL | $254,523 | $0 | $7,500 | $0 | $0 | $0 | $14,880 | $0 | $2,818 | $0 | $279,721 | $0 | $0 | $0 |
| KELLY MADIGAN | ||||||||||||||
| TAX COUNSEL | $234,413 | $0 | $7,500 | $0 | $0 | $0 | $14,100 | $0 | $8,545 | $0 | $264,558 | $0 | $0 | $0 |
| MARTIN SCHUEBEL | ||||||||||||||
| DIRECTOR OF MARKETING & EVENTS | $209,717 | $0 | $8,000 | $0 | $0 | $0 | $13,050 | $0 | $10,837 | $0 | $241,604 | $0 | $0 | $0 |
| LYNN SPENCE | ||||||||||||||
| DIRECTOR OF IT | $179,309 | $0 | $8,000 | $0 | $0 | $0 | $7,923 | $0 | $1,143 | $0 | $196,375 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE EXPENSES OF THE SPOUSES OF THE INSTITUTE PRESIDENT, EXECUTIVE DIRECTOR, AND CHIEF TAX COUNSEL ARE REIMBURSED IN RESPECT OF THEIR ATTENDANCE AT CERTAIN BONA FIDE BUSINESS MEETINGS INVOLVING A SIGNIFICANT NUMBER OF SPOUSES AND FORMAL COMPANION PROGRAMS. THESE AMOUNTS ARE NOT INCLUDED IN TAXABLE COMPENSATION. THE EXECUTIVE DIRECTOR AND INTERNATIONAL PRESIDENT OCCASIONALLY TRAVEL VIA FIRST CLASS. AMOUNTS RELATED TO THIS ARE NOT INCLUDED IN TAXABLE COMPENSATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | IN AUGUST 2024, THE ORGANIZATION UPDATED ITS BYLAWS TO REMOVE ITS ASSOCIATE MEMBER CATEGORY. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP IS OPEN TO PERSONS NOT ENGAGED IN PUBLIC TAX PRACTICE WHO ARE EMPLOYED BY CORPORATIONS AND OTHER BUSINESSES AND ARE CHARGED WITH THE RESPONSIBILITY FOR DIRECTLY OR INDIRECTLY ADMINISTERING THE TAXATION OF THEIR ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | ARTICLE II, SECTION 4 OF THE INSTITUTE'S BY-LAWS PROVIDES THAT EACH OF THE TEI CHAPTERS "HAVE THE RIGHT, ONCE EVERY TWO YEARS, TO ELECT A DIRECTOR (CHAPTER REPRESENTATIVE) TO A TWO-YEAR TERM [ON THE INSTITUTE BOARD OF DIRECTORS]. THE TERMS OF OFFICE WITH RESPECT TO DIRECTORS FROM THE CHAPTERS ARE STAGGERED SO THAT THE NUMBER OF DIRECTORS ELECTED FROM THE CHAPTERS EACH YEAR ARE ONE-HALF OF THE NUMBER OF CHAPTERS OF THE INSTITUTE." IN RESPECT OF THE FOUR SENIOR OFFICERS AND ELEVEN REGIONAL VICE PRESIDENTS, ARTICLE V, SECTION 2 OF THE BY-LAWS PROVIDES THAT EACH YEAR, THE INSTITUTE'S NOMINATING COMMITTEE "MAKES NOMINATIONS FOR OFFICERS, EXCEPT THAT THE SENIOR VICE PRESIDENT AUTOMATICALLY SUCCEEDS TO THE OFFICE OF PRESIDENT AT THE NEXT ANNUAL MEETING OF MEMBERS BY OPERATION OF THESE BY-LAWS." UNDER SECTIONS 3 AND 5 OF THAT ARTICLE, IF NO OTHER NOMINATIONS ARE MADE BY 25 OR MORE MEMBERS WITHIN THE PRESCRIBED TIME PERIOD, THE OFFICERS ARE DEEMED ELECTED BY OPERATION OF THE BY-LAWS. IF THERE ARE OTHER NOMINATIONS, THE NAMES ARE PLACED ON THE BALLOT FOR SELECTION BY THE MEMBERSHIP. IN RESPECT OF PAST PRESIDENTS, ARTICLE II, SECTION 5, PROVIDES "PAST PRESIDENTS OF THE INSTITUTE WHO COMPLETE THEIR SERVICE AS PRESIDENT ON OR BEFORE THE 2018 ANNUAL MEETING OF THE MEMBERS, ARE BE NOMINATED TO SERVE ON THE BOARD EACH YEAR AS LONG AS THEY CONTINUE THEIR FULL MEMBERSHIP AND CONSENT TO SERVE AS DIRECTORS. PAST PRESIDENTS OF THE INSTITUTE WHO COMPLETE THEIR SERVICE AS PRESIDENT AFTER THE 2018 ANNUAL MEETING OF THE MEMBERS, ARE NOMINATED TO SERVE ON THE BOARD FOR UP TO SIX CONSECUTIVE ONE-YEAR TERMS FOLLOWING THEIR SERVICE AS PRESIDENT AS LONG AS THEY CONTINUE THEIR FULL MEMBERSHIP AND CONSENT TO SERVE. NOTHING IN THIS SECTION LIMITS THE ELIGIBILITY OF A PAST PRESIDENT TO SERVE ON THE BOARD AS A CHAPTER REPRESENTATIVE OR AN OFFICER." |
| FORM 990, PART VI, SECTION A, LINE 7B | ARTICLE X OF THE INSTITUTE'S BY-LAWS PROVIDES THAT AMENDMENTS TO THE BY-LAWS MUST BE APPROVED BY THE MEMBERSHIP. IN ADDITION, UNDER NEW YORK LAW, DIRECTORS ELECTED BY THE MEMBERSHIP (OR BY A CLASS OF MEMBERS) MAY ONLY BE REMOVED BY VOTE OF THOSE MEMBERS OR CLASS OF MEMBERS. NEW YORK LAW ALSO REQUIRES THE MEMBERSHIP TO APPROVE MERGERS OR CONSOLIDATIONS AND DISSOLUTION OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND ONE OF THE INSTITUTE'S FOUR SENIOR OFFICERS REVIEWS THE RETURN AFTER MANAGEMENT HAS APPROVED IT. THE RETURN WAS THEN PROVIDED TO THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE GOVERNING BOARD IS ASKED TO SIGN THE CONFLICT OF INTEREST FORMS EACH YEAR AND TEI FOLLOWS UP SEVERAL TIMES TO ENSURE THAT THE FORMS ARE RECEIVED. TEI EMPLOYEES ARE ALSO REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS INCLUDES ALL OF THESE ELEMENTS: - REVIEW AND APPROVAL BY THE INSTITUTE'S EXECUTIVE COMMITTEE; - USE OF DATA AS TO COMPARABLE COMPENSATION; AND - CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING 1. DEVELOPMENT OF RECOMMENDATIONS - THE EXECUTIVE DIRECTOR DEVELOPS RECOMMENDATIONS WITH RESPECT TO ALL MEMBERS OF THE STAFF OTHER THAN HIMSELF OR HERSELF, AND FORWARDS THEM TO THE INSTITUTE'S CURRENT AND INCOMING PRESIDENTS FOR REVIEW AND DISCUSSION. THOSE RECOMMENDATIONS ARE THEN REFERRED TO THE INSTITUTE'S EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE CURRENT AND INCOMING PRESIDENTS DEVELOP A RECOMMENDATION WITH RESPECT TO THE EXECUTIVE DIRECTOR. 2. REVIEW AND APPROVAL - THE RECOMMENDATIONS REFERRED TO IN ITEM 1 ARE REVIEWED, ADJUSTED, AND APPROVED BY THE EXECUTIVE COMMITTEE, WITH THE EXECUTIVE DIRECTOR NOT BEING INVOLVED IN A DISCUSSION OF HIS OR HER OWN COMPENSATION; THE RECOMMENDATION IN RESPECT OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE FULL BOARD OF DIRECTORS. HENCE, PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENTS AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. 3. USE OF DATA AS TO COMPARABLE COMPENSATION - THE COMPENSATION OF ALL STAFF MEMBERS ARE REVIEWED AND APPROVED USING DATA ON COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. AMONG THE SOURCES OF SUCH COMPARABLE INFORMATION IS THE ASAE'S ASSOCIATION COMPENSATION AND BENEFITS SURVEY. 4. CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING - THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. THE LAST TOP MANAGEMENT OFFICIAL COMPENSATION REVIEW TOOK PLACE IN AUGUST 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEI EDUCATION FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 G STREET SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541402262 | EIN |
| Primary Activities | CONTINUING EDUCATION/FURTHER TEI'S EDUCATIONAL OBJECTIVES | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 2 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX EXECUTIVES INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TEI EDUCATION FUND | ||
| Q | $3,234 | RECEIPT |
| TEI EDUCATION FUND | ||
| R | $1,576 | MANAGEMENT FEES |