Institute On Taxation and Economic Policy
Only null% goes to programs Strong reserves Growing revenue
Institute On Taxation and Economic Policy is a 501(c)(3) organization based in Washington, District of Columbia, registered in 1980, with $3,966,909 in FY2024 revenue. CharityIndex grades it B.
1301 Connecticut Avenue Nw Suite 22, Washington, DC, 20036 EIN 04-2688165 Since 1980
Revenue (FY2024)
$4.0M
▲ 50.5% vs prior year
Public Benefit median: $140K
Expenses (FY2024)
$4.0M
Net assets
$3.6M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Institute On Taxation and Economic Policy— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating11 mo reserves · +0% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Institute On Taxation and Economic Policy: 11 mo reserves · +0% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Institute On Taxation and Economic Policy— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Institute On Taxation and Economic Policy: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 1301 Connecticut Avenue Nw Suite 22, Washington, DC, 20036
- City
- Washington
- State
- District of Columbia
- Category
- Public & Societal Benefit
- Subcategory
- Alliances, Advocacy & Professional Societies
- Website
- …
Financial trends
Revenue grew from $1.3M (FY2013) to $4.0M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $1.4MNet assets $3.6M
Operating margin
0.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$5.0M
Total liabilities
$1.4M
Net assets
$3.6M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $3,966,909▲50.5% | $3,954,281▲8.9% | $3,567,041▲0.4% | $5,001,937▲1.5% | 990 |
| 2023 | $2,635,519▼53.1% | $3,630,121▲20.6% | $3,554,413▼21.9% | $4,926,104▼19.0% | 990 |
| 2022 | $5,613,646▲89.3% | $3,010,966▲8.9% | $4,549,015▲134% | $6,080,421▲184% | 990 |
| 2021 | $2,965,495▲22.1% | $2,764,609▲11.3% | $1,946,335▲11.5% | $2,141,343▲12.9% | 990 |
| 2020 | $2,428,949▲119% | $2,482,828▲13.3% | $1,745,449▼3.0% | $1,896,213▲1.3% | 990 |
| 2019 | $1,108,156▼73.5% | $2,191,570▲2.9% | $1,799,328▼37.6% | $1,872,425▼38.0% | 990 |
| 2018 | $4,189,535▲264% | $2,130,137▲18.0% | $2,882,742▲250% | $3,019,864▲243% | 990 |
| 2017 | $1,150,904▼3.3% | $1,804,899▲2.8% | $823,344▼44.3% | $880,733▼52.0% | 990 |
| 2016 | $1,189,958▼65.3% | $1,755,581▼15.6% | $1,477,339▼27.7% | $1,833,564▼27.2% | 990 |
| 2015 | $3,431,747▲116% | $2,080,073▲49.4% | $2,043,940▲195% | $2,518,498▲264% | 990 |
| 2014 | $1,589,802▲19.6% | $1,392,085▲9.9% | $692,266▲40.0% | $692,266▲40.0% | 990 |
| 2013 | $1,329,360 | $1,266,226▲4.5% | $494,549▲14.6% | $494,549▲14.6% | 990 |
| 2012 | — | $1,211,586 | $431,415 | $431,415 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $6.9M total
59 grants to Institute On Taxation and Economic Policy totaling $6.9M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Hopewell Fund | Civil rights, social action, advocacy | 2024 | $290,000 |
| New Venture Fund | Capacity building | 2024 | $50,000 |
| Center On Budget and Policy Priorities | Immigration project | 2024 | $50,000 |
| Communications Workers of America Afl-cio Clc | General support | 2024 | $25,000 |
| Greater Washington Community Foundation | General support | 2024 | $5,000 |
| Boston Foundation Inc | Operating support/annual fund | 2023 | $200,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $162,325 |
| Center On Budget and Policy Priorities | Immigration project | 2023 | $50,000 |
| Tides Foundation | Equity, human rights, and economic empowerment | 2023 | $20,000 |
| Amalgamated Charitable Foundation Inc | General operating support | 2023 | $20,000 |
| Hopewell Fund | Civil rights, social action, advocacy | 2023 | $10,000 |
| Boston Foundation Inc | Operating support/annual fund | 2022 | $200,000 |
| Share Our Strength | Childhood hunger programs | 2022 | $75,000 |
| Share Our Strength | Childhood hunger programs | 2022 | $75,000 |
| Center On Budget and Policy Priorities | Immigration project | 2022 | $20,000 |
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Frequently asked questions
- Is Institute On Taxation and Economic Policy a legitimate nonprofit?
- Yes. Institute On Taxation and Economic Policy is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 04-2688165, based in Washington, District of Columbia. Donations are tax-deductible.
- What is Institute On Taxation and Economic Policy's EIN?
- Institute On Taxation and Economic Policy's Employer Identification Number (EIN) is 04-2688165.
- How much revenue does Institute On Taxation and Economic Policy report?
- Institute On Taxation and Economic Policy reported $3,966,909 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Institute On Taxation and Economic Policy have?
- CharityIndex grades Institute On Taxation and Economic Policy B, based on financial health (reserves and operating margin).
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Data for Institute On Taxation and Economic Policy (EIN 04-2688165) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.