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Institute on Taxation and Economic Policy

Public charity
DBA: POLICY
Research & Policy · WASHINGTON, DC · EIN 04-2688165

About

ITEP is a NON-profit, NON-partisan TAX policy organization. We conduct rigorous analyses of TAX and economic proposals and provide data-driven recommendations on how to shape equitable and sustainable TAX systems. ITEP's expertise and data uniquely enhance federal, state, and local policy debates by revealing how taxes affect both public revenues and people of various levels of income and wealth.

DBA Policy

Donations are tax-deductible
Category
Research & Policy
Employees
25
Volunteers
13

Financial Snapshot

FY ending 2023-12-31
Revenue
$2.6M
Expenses
$3.6M
Assets
$4.9M
Liabilities
$1.4M

Financial history

$5.6M$2.8M$0
1617181920212223
RevenueExpenses
Latest FY2023: $2.6M · Peak FY2022: $5.6M · Avg: $2.6M

501(h) election

This 501(c)(3) elected the 501(h) safe-harbor — lobbying expenditures are capped under a clear dollar formula instead of the "insubstantial part" standard.

Political & Grant Activity

Campaign Spending
Lobbying
$0
Grants Given
$13K
INSTITUTE ON TAXATION AND ECONOMIC POLICY
Your actions

Address

1301 Connecticut Avenue NW Suite 22
Washington, DC, 20036-181

Governance

Voting board members12
Independent members12
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Used comp surveyYes
Board approved compYes
Initial contract exceptionNo
Public records
ProPublica Nonprofit Explorer
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.