TAX EXECUTIVES INSTITUTE INC
1200 G ST NW NO 300, WASHINGTON, DC 20005 www.tei.org

Total Revenue
$7,777,327
Total Expenses
$8,834,125
Net Assets
$7,723,286

Organizations Filed Purposes: 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.

TO ENHANCE AND IMPROVE THE TAX SYSTEM AND TO SERVE ITS MEMBERS.

CONTINUING EDUCATION - THE TAX EXECUTIVES INSTITUTE (THE INSTITUTE) OPERATES NUMEROUS EDUCATION PROGRAMS THROUGHOUT THE YEAR; THESE PROGRAMS ARE AVAILABLE BOTH AT THE INSTITUTE AND THE 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 AUDIT DEVELOPMENTS, AND OTHER ISSUES AFFECTING THE CORPORATE TAX COMMUNITY. ALSO AVAILABLE TO MEMBERS IS A SOPHISTICATED BUT USER-FRIENDLY ELECTRONIC COMMUNICATIONS SYSTEM, FEATURING SPECIALIZED AND PRIVATE ONLINE BULLETIN BOARDS.

COMMITTEE AND LIAISON - 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 FILES AMICUS BRIEFS IN SUPPORT OF TEI MEMBERS' INTERESTS IN TAXES BEING IMPOSED FAIRLY AND EQUITABLY AND IN TERMS OF THE US CONSTITUTION.

MEMBERSHIP SERVICES AND DEVELOPMENT - TAX EXECUTIVES INSTITUTE IS THE PREEMINENT ASSOCIATION OF IN-HOUSE TAX PROFESSIONALS WORLDWIDE. OUR APPROXIMATELY 7,000 MEMBERS REPRESENT MORE THAN 2,800 OF THE LEADING CORPORATIONS IN NORTH AND SOUTH AMERICA, EUROPE, AND ASIA. THROUGH TEI AND ITS 56 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. THEY ALSO HAVE ACCESS TO TEI'S WEBSITE AT WWW.TEI.ORG, FOR NETWORKING AND EDUCATION 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.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Eli J DickerEXECUTIVE DIRECTOR35$371,397
W Patrick EvansCHIEF TAX COUNSEL35$275,390
Benjamin R ShreckTAX COUNSEL35$249,384
A Pilar MataTAX COUNSEL35$237,803
Watson M McleishTAX COUNSEL35$184,832
Deborah K LichterDIRECTOR OF CONFERENCE PLANNING35$169,743
Deborah C GieseyDIRECTOR OF ADMINISTRATION35$155,233
James P SilvestriPAST PRESIDENT2$0
Robert L HowrenPAST PRESIDENT2$0
Janice L LucchesiPAST PRESIDENT2$0
Cn Sandy MacfarlanePAST PRESIDENT2$0
Mark C SilbigerPAST PRESIDENT2$0
Terilea J WielengaPAST PRESIDENT2$0
Paul O'ConnorPAST PRESIDENT2$0
Judith P ZeliskoPAST PRESIDENT2$0
Sol CoffinoPAST PRESIDENT2$0
Michael A OlsonWISCONSIN, NORTHEAST CHAPT2$0
Dawn PetersonWISCONSIN CHAPTER REP2$0
Peter F De NicolaWESTCHESTER-FAIRFIELD CHA2$0
William W FlexonVIRGINIA CHAPTER REP2$0
Fraser E ReidVANCOUVER CHAPTER REP2$0
Ernest N GatesTULSA CHAPTER REP2$0
Winston Ck WooTORONTO CHAPTER REP2$0
Peter WaterstreetSILICON VALLEY CHAPTER REP2$0
Michell RodriguezSEATTLE CHAPTER REP2$0
Steven F AndersonSAN FRANCISCO CHAPTER REP2$0
Kathy Y ShenSAN DIEGO CHAPTER REP2$0
Colleen C BrownSALT LAKE CITY CHAPTER REP2$0
Bruce S WeliksonST. LOUIS CHAPTER REP2$0
Gary P SteinbergROCHESTER CHAPTER REP2$0
Ellen E McmillanPORTLAND CHAPTER REP2$0
James E HallPITTSBURGH CHAPTER REP2$0
Evan G ErnestPHILADELPHIA CHAPTER REP2$0
Gayle S JenningsORANGE COUNTY CHAPTER REP2$0
Steven D CrallOKLAHOMA CITY CHAPTER REP2$0
Paul HellerNEW YORK CHAPTER REP2$0
Raymond J SalortNEW JERSEY CHAPTER REP2$0
Maryanne D KnottNEW ENGLAND CHAPTER REP2$0
Nancy BowmanNEVADA CHAPTER REP2$0
Kevin MeehanNEBRASKA CHAPTER REP2$0
Kristi RooneyNASHVILLE CHAPTER REP2$0
Dave HunterMONTREAL CHAPTER REP2$0
Charles A FitzerMINNESOTA CHAPTER REP2$0
Silva YeghyayanLOS ANGELES CHAPTER REP2$0
Lionel B NobreLATIN AMERICA CHAPTER REP2$0
John Anthony CalabreseKENTUCKY CHAPTER REP2$0
Gary GoseKANSAS CITY CHAPTER REP2$0
Jeff StrothcampIOWA CHAPTER REP2$0
Brian DunlapINDIANA CHAPTER REP2$0
Emily WhittenburgHOUSTON CHAPTER REP2$0
Brent T FlygarHAWAII CHAPTER REP2$0
Larry A StephensonHARRISBURG CHAPTER REP2$0
Michael L GillilandFORT WORTH CHAPTER REP2$0
Brian M SoltisFLORIDA CHAPTER REP2$0
Clive M BaxterEMEA CHAPTER REP2$0
Christopher A TresslerDETROIT CHAPTER REP2$0
Scott T MoellerDENVER CHAPTER REP2$0
Sandhya K EdupugantyDALLAS CHAPTER REP2$0
Jeffrey R KaineCONNECTICUT VALLEY CHAPTER2$0
Scott A TincherCLEVELAND CHAPTER REP2$0
Michael R SchosterCINCINNATI-COLUMBUS CHAPTE2$0
Lawrence A PociaskCHICAGO CHAPTER REP2$0
Julie D LobeanCAROLINAS CHAPTER REP2$0
Beau YoungCALGARY CHAPTER REP2$0
James A RizzoBUFFALO-NIAGARA CHAPTER RE2$0
Barbara J YoungBALTIMORE-WASHINGTON CHAPT2$0
Aaron J SosaAUSTIN CHAPTER REP2$0
Alice M RiviezzoATLANTA CHAPTER REP2$0
Guiness K ChanASIA CHAPTER REP2$0
Linda M LambsonARIZONA CHAPTER REP2$0
David E StevensALASKA CHAPTER REP2$0
Anna TheeuwesVP - REGION XI2$0
Linda S KimVP - REGION X2$0
Jennifer K BowersVP - REGION IX2$0
Bradley PeesVP - REGION VIII2$0
Kristine M RogersVP - REGION VII2$0
Richard H Wireman IiVP - REGION VI2$0
Teri N HullVP - REGION V2$0
Walter B Doggett IiiVP - REGION IV2$0
Joseph F SceVP - REGION III2$0
Barbara Ann BukladVP - REGION II2$0
Josephine ScaliaVP - REGION I2$0
Brian P KaufmanEXECUTIVE COMMITTEE MEMBER3$0
Wayne G MonfriesTREASURER3$0
Mitchell S TragerSECRETARY3$0
James A KennedySR. VICE PRESIDENT3$0
Katrina H WelchPRESIDENT3$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202003179349302920_public.xml

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