Charity profile · Historical source record

Institute on Taxation and Economic Policy

EIN 04-2688165Research and Public Policy District of Columbia Small

Historical collection: May 2019 · Rating details mostly from 2017. Source & context

The mission

What this organization describes

Keeping policymakers and the public informed

Founded in 1980, the Institute on Taxation and Economic Policy (ITEP) is a non-partisan research and education organization that works on government taxation and spending policy issues. ITEP's unique resources and capabilities enable it to provide policymakers, advocates, and the public with accurate, useful, and timely information regarding state and federal tax systems and how they affect taxpayers at different income levels. ITEP's mission is to keep policymakers and the public informed of the effects of current and proposed tax polices on tax fairness, government budgets and sound economic policy.

Mission and tagline reproduced from the source record.

Historical scorecard

Three perspectives. One record.

93.91Overall score
out of 100

95.00Financial score
out of 100

93.00Accountability & transparency
out of 100

These are the dataset’s historical numeric fields, not a current rating or a new DonorAPI.com assessment. Read the score context ↗

Financial context

Revenue, expenses, and composition

Total revenue · USD$1,150,904

Total expenses · USD$1,804,899

Program expenses

$1,550,408.24 recorded amount

85.9%

Fundraising expenses

$86,635.15 recorded amount

4.8%

Administrative expenses

$166,050.71 recorded amount

9.2%

Fundraising efficiency: $0.04 spent per $1 raised in donations, as defined in the source.

Expense shares are displayed as percentages. Component amounts in this collection match total expenses multiplied by the source ratios; rounding can leave a small difference from the total. The source does not supply a row-specific fiscal year. Field definitions ↗

Historical leadership record

The leadership information supplied

Recorded leader: Alan Essig
Recorded compensation: $106,731.00
Recorded compensation percentage: 5.91%

These fields do not establish the current officeholder or current compensation. The metadata does not specify the denominator of the leader compensation percentage. Read with context ↗

Inspect all 23 original source fields

Exact source strings are retained below, including numeric precision. A blank value is marked as not reported; zero remains zero.

All 23 original fields for Institute on Taxation and Economic Policy
Source field	Original source value
`ascore` Accountability & transparency score	93.0
`category` Category	Research and Public Policy
`description` Mission & description	Founded in 1980, the Institute on Taxation and Economic Policy (ITEP) is a non-partisan research and education organization that works on government taxation and spending policy issues. ITEP's unique resources and capabilities enable it to provide policymakers, advocates, and the public with accurate, useful, and timely information regarding state and federal tax systems and how they affect taxpayers at different income levels. ITEP's mission is to keep policymakers and the public informed of the effects of current and proposed tax polices on tax fairness, government budgets and sound economic policy.
`ein` EIN	04-2688165
`tot_exp` Total expenses	1804899.0
`admin_exp_p` Administrative expense fraction	0.092
`fund_eff` Fundraising efficiency ($ per $1 raised)	0.04
`fund_exp_p` Fundraising expense fraction	0.048
`program_exp_p` Program expense fraction	0.8590000000000001
`fscore` Financial score	95.0
`leader` Recorded leader	Alan Essig
`leader_comp` Recorded leader compensation	106731.0
`leader_comp_p` Recorded leader compensation fraction	0.0591
`motto` Tagline	Keeping policymakers and the public informed
`name` Charity name	Institute on Taxation and Economic Policy
`tot_rev` Total revenue	1150904.0
`score` Overall score	93.91
`state` State code	DC
`subcategory` Subcategory	Social and Public Policy Research
`size` Source size label	small
`program_exp` Program expenses	1550408.2410000002
`fund_exp` Fundraising expenses	86635.152
`admin_exp` Administrative expenses	166050.70799999998

Identity & classification

At a glance

EIN: 04-2688165
Source category: Research and Public Policy
Source subcategory: Social and Public Policy Research
Recorded location: District of Columbia (DC)
Expense-based size: Small
Under $3.5M in total expenses · source label: small

Explore alongside

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Linked by source subcategory, prioritizing the same recorded state. Not a recommendation or ranking.

A useful next step

Keep the context.

Check current organizational information separately before making a giving decision. This record does not include an official website, donation URL, or current eligibility field.

Giving research guide ↗

Source: Charity Navigator Scores Expenses Dataset, version 1, attributed to katyjqian on Kaggle. Collection: May 2019; rating details mostly from 2017. Read attribution, scope, and reuse notes.