Institute On Taxation And Economic Policy
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2010 | 1,027,083 | 1,206,019 | −178,936 | 7.2 | 65% |
| 2011 | 1,048,110 | 1,231,405 | −183,295 | 5.3 | 64% |
| 2012 | 1,102,233 | 1,211,586 | −109,353 | 4.3 | 54% |
| 2013 | 1,329,360 | 1,266,226 | 63,134 | 4.7 | 56% |
| 2014 | 1,589,802 | 1,392,085 | 197,717 | 6.0 | 61% |
| 2015 | 3,431,747 | 2,080,073 | 1,351,674 | 11.8 | 51% |
| 2016 | 1,189,958 | 1,755,581 | −565,623 | 10.1 | 66% |
| 2017 | 1,150,904 | 1,804,899 | −653,995 | 5.5 | 66% |
| 2018 | 4,189,535 | 2,130,137 | 2,059,398 | 16.2 | 60% |
| 2019 | 1,108,156 | 2,191,570 | −1,083,414 | 9.9 | 62% |
| 2020 | 2,428,949 | 2,482,828 | −53,879 | 8.4 | 63% |
| 2021 | 2,965,495 | 2,764,609 | 200,886 | 8.4 | 66% |
| 2022 | 5,613,646 | 3,010,966 | 2,602,680 | 18.1 | 68% |
| 2023 | 2,635,519 | 3,630,121 | −994,602 | 11.7 | 56% |
In its most recent public year (2023), this organization spent $994,602 more than it brought in. Its reserves stood at about 11.7 months of spending, up from 7.2 in 2010. Staff pay was 56% of spending. $2,653,331 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Institute On Taxation And Economic Policy's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works