PLATINUM2024

Tax Foundation

Principled Research. Insightful Analysis. Engaged Experts.

Washington, DC   |  www.taxfoundation.org

Mission

The Tax Foundation is the world's leading nonpartisan tax policy 501(c)(3) nonprofit. For over 80 years, our mission has remained the same: to improve lives through tax policies that lead to greater economic growth and opportunity. Our vision is a world where the tax code doesn’t stand in the way of success. Every day, our team of trusted experts strives towards that vision by remaining principled, insightful, and engaged and by advancing the principles of sound tax policy: simplicity, neutrality, transparency, and stability.

Notes from the nonprofit

Tax Foundation is a 501(c)(3) and relies entirely on gifts, investments, and grants to fund its work. When we were offered a PPP loan during the pandemic, it was refused without hesitation because the organization has not and will not accept a penny of government funding. This position is written in our bylaws and is a precept that will never be compromised. Tax Foundation exists to give policymakers and their staffs a variety of tools in order to build a world where success is not hindered by the tax code. If you believe strides toward prosperity are not futile, that future generations need a watchdog to defend against harmful tax policies, we warmly welcome you to become a Tax Foundation investor.

Ruling year info

1990

President & CEO

Mr. Daniel Bunn

Main address

1325 G Street NW Suite 950

Washington, DC 20005 USA

Show more contact info

EIN

52-1703065

NTEE code info

Public Finance, Taxation, Monetary Policy (W22)

Research Institutes and/or Public Policy Analysis (W05)

Research Institutes and/or Public Policy Analysis (B05)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Sign in or create an account to view Form(s) 990 for 2022, 2021 and 2020.
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Communication

Blog

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

The Tax Foundation is the world's leading nonpartisan tax policy 501(c)(3) nonprofit. For over 85 years, our mission has remained the same: to improve lives through tax policies that lead to greater economic growth and opportunity. Our vision is a world where the tax code doesn’t stand in the way of success. Every day, our team of trusted experts strives towards that vision by remaining principled, insightful, and engaged and by advancing the principles of sound tax policy: simplicity, neutrality, transparency, and stability. As a nonpartisan, educational organization, the Tax Foundation has earned a reputation for independence and credibility. All Tax Foundation research is guided by the principles of sound tax policy—simplicity, transparency, neutrality, and stability—which should serve as touchstones for policymakers and taxpayers everywhere.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Center for Federal Tax Policy

The mission of our federal program is to promote tax and fiscal policy that leads to greater U.S. competitiveness, higher economic growth, and improved quality of life for all taxpayers.

We have several projects, such as the Growth and Opportunity Agenda and Options for Reforming America’s Tax Code, which help us educate taxpayers, journalists, and policymakers on how the U.S. tax system works and the impact of federal tax changes on taxpayers and the economy.

Since 2012, we have used our Taxes and Growth (TAG) macroeconomic model to analyze dozens of legislative and campaign tax proposals, including every major tax plan put forth during the 2016 presidential campaigns, the House GOP’s 2016 Tax Reform Blueprint, the Tax Cuts and Jobs Act, and President Biden’s tax reform agenda.

Population(s) Served
Adults
Academics

The Tax Foundation’s Center for State Tax Policy produces and markets timely and high-quality data, research, and analysis on state fiscal issues that influence the debate toward economically principled tax policies.

Our experts are routinely relied upon for presentations, testimony, and media appearances on state tax and fiscal policy, and our website is a comprehensive resource for information on tax and spending policy in each U.S. state.

Population(s) Served
Adults
Academics

The Tax Foundation’s Center for Global Tax Policy produces timely and high-quality data, research, and analysis on taxation in countries around the world that influences the debate toward economically principled policies.

We produce the annual International Tax Competitiveness Index, a survey of corporate tax rates around the world, and several other comparative reports that allow taxpayers, journalists, and policymakers to compare their tax policies with those in other countries.

The mission of the global program is to promote tax and fiscal policy that leads to higher economic growth and improved quality of life for taxpayers throughout the world.

Population(s) Served

Tax Foundation’s TaxEDU was launched to address the growing lack of tax literacy in our classrooms, living rooms, and government chambers. TaxEDU combines the best aspects of cutting-edge and traditional educational platforms to elevate the debate, enable deeper understanding, and achieve better, more principled tax policy.

TaxEDU is a one-stop platform that gives teachers the tools to make students better citizens, taxpayers a vocabulary to see through the rhetoric, lawmakers crash courses to write smarter laws, and videos and podcasts for anyone who wants to boost their tax knowledge on the go.

Population(s) Served
Adolescents

The mission of Tax Foundation Europe is to promote tax policies that are stable, neutral, simple, and transparent at the Member State and EU levels.

We produce research and analysis specifically designed to inform five key debates in European tax policy: the concept of tax fairness, the twin transition of the green and digital economies, government revenue and own resources, competitiveness and productivity, and the future of taxation in the EU.

One of our flagship tools is the European Tax Policy Scorecard (ETPS), which compares the competitiveness and neutrality of each country’s tax system, explains why certain tax codes stand out as good or bad models for reform, and measures the relative impact of EU tax policy on Member States.

Population(s) Served
Adults
Academics

Where we work

Awards

Organization of the Year: State Tax Policy 2012

Tax Analysts

Organization of the Year: State Tax Policy 2011

Tax Analysts

Organization of the Year: State Tax Policy 2013

Tax Analysts

Top 100 think tanks in the United States (#71) 2017

Go To Think Tank Index

Top 100 think tanks in the United States (#74) 2018

University of Pennsylvania Go To Think Tank Index

4th of 306 in SEO Performance of U.S. Non-Profits, dollar-for-dollar 2021

Tallest Tree Digital

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of media citations of research or experts

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults, Academics

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

One of our greatest marketing strengths is our outsized media presence. In 2021, we outpaced groups double our size, earning 50% more media coverage than in 2020.

Number of downloads of the organization's materials and explanations

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults, Academics

Type of Metric

Output - describing our activities and reach

Direction of Success

Decreasing

Context Notes

As our material is increasingly available on our website without the need to download files, so Tax Foundation will not be tracking downloads in 2022 and beyond.

Number of states in which we were active

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults, Academics

Related Program

Center for State Tax Policy

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Percent of Board of Directors who personally donates to the organization

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults, Teachers, Young adults

Type of Metric

Input - describing resources we use

Direction of Success

Holding steady

Context Notes

We began monitoring this metric in 2018.

Number of website pageviews

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults, Academics

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

According to a 2021 study that compares the Search Engine Optimization (SEO) performances of U.S. nonprofits on a dollar-for-dollar basis, Tax Foundation ranked 4th out of 306 think tanks.

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

This three-year effort begins in 2022.
• Year One: In 2022, we will lay the intellectual, marketing, and social media groundwork for the broader Growth and Opportunity Agenda, while continuing to show the harmful effects of Biden’s tax policies and influence the tax narrative during the midterm elections.
• Year Two: Irrespective of the results of the midterm elections, we will renew our efforts in 2023 to gain broad support of our initiatives on Capitol Hill and expand our social media campaign, while beginning to reach out to candidates as they announce for the presidency and offer our tax modeling services.
• Year Three: 2024 will be focused on working with candidates to score their tax plans, modeling all the competing candidates’ tax proposals and distributing our findings to the public through a multichannel communications effort.

Americans deserve a tax system that is simple, stable, transparent, and neutral, one that unifies and champions a diverse citizenry. Tax Foundation's engaged experts proactively produce principled research on strategies that would advance prosperity if turned into policy, while at the same time providing insightful analysis on policymakers' proposals with our TAG 2.0 dynamic economic model. Our comprehensive and proven strategy for change:
• Engages policy influencers in both parties at the state, federal, and global levels
• Guides lawmakers toward principled tax reforms that grow economies and prosperity
• Educates everyone looking for more information in the tax policy debate
• Inoculates people against political rhetoric and disingenuous talking points
• Identifies and cultivates tax policy leaders for this and future generations.

To influence the state, national, and global tax debates toward economically principled policies, Tax Foundation will produce timely and high-quality data, research, and analysis on federal tax issues.

Tax Foundation’s mission of improving lives through better tax policy is propelled by collaborating with other think tanks, forging relationships with elected officials and their staffs, and openly engaging with supporters.

Tax Foundation maintains healthy relationships with journalists and media outlets to distribute its educational materials and commentary. Using social media, email, website, and direct mail campaigns, Tax Foundation reaches several million people around the globe each year.

Tax Foundation does not advocate for specific legislation, but objectively speaks to the growth or harm a given proposal would have on the economy. The most powerful tool for this data presentation is Tax Foundation’s numerical ranking: by comparing like entities to each other using standard criteria and measurement, Tax Foundation’s Taxes and Growth General Equilibrium Macroeconomic Model gives a full picture of immediate and long-term policy effects.

The Tax Foundation's ambitious tax research and program agenda has had a large impact on state and federal tax debates. At the federal level, we have built the tools and intellectual arguments for initiating a multi-year debate over fundamental tax reform and restoring America's global tax competitiveness. At the state level, we advise policymakers how to make their tax systems more pro-growth and use our various state rankings to foster tax competition between the states. Our research receives a record number of citations, ranging from newspaper and television journalists (over 22,000 media citations in 2023) to governors and presidential candidates. In addition to traditional outreach and media cultivation, our widely-viewed videos have done much to advance public education on key tax issues, as has our blog and our social media presence.

Since 1937, Tax Foundation has worked to improve lives through better tax policy with our core principles of transparency, simplicity, stability, and neutrality.

Over the last 20 years, our partnership has resulted in significant strides. We defended the Bush-era tax cuts in 2004 and took on the painstaking task of explaining who actually bears the tax burden in 2005. Fiscal incidence, distributional effects, the IRET merger, Tax Foundation was there, thanks to our generous supporters.

The game changed entirely in 2011, following the IRET merger, when we launched our dynamic tax modeling project. We modeled the fiscal cliff in 2012, Rep. Dave Camp’s Draft Tax Reform plan in 2014, and Sen. Marco Rubio’s tax plan in 2015, which led to every major 2016 Republican presidential candidate coming to Tax Foundation for a stamp of approval on their tax plan.

2017 was our moment to shine when we modeled Rep. Paul Ryan’s “Path to Prosperity” Blueprint, which ultimately evolved into the Tax Cuts and Jobs Act (TCJA), legislation that leaned heavily on Tax Foundation’s input.

When COVID-19 came to America and crippled economies at every level, we were prepared to act. In 2020, in addition to defending the TCJA, Tax Foundation also modeled the Democratic presidential candidates’ tax plans, provided real-time analysis of COVID-19 economic relief proposals, and launched a new tax policy education platform called TaxEDU.

In 2021, our Taxes and Growth (TAG) Model again flexed its muscles, modeling every aspect of the Biden agenda, from the $3.5 trillion House Ways and Means Build Back Better (BBB) plan, to the infrastructure bill, to the new global minimum tax, and everything in between.

Tax Foundation's trusted analysis regularly places us at the forefront of tax debates, reform, and education. In 2023, we received 25% of all media citations on tax policy. Our legislative outreach and events inform key decision-makers. We met with 58 member offices and testified 7 times on Capitol Hill, testified or presented 41 times before state legislatures, and presented to 12 embassies. We are even reaching classrooms and living rooms: our website had 1.3 million hits in 2023, our explainer videos were viewed over 290,000 times, and our TaxEDU curriculum was used in 1500 classrooms.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To strengthen relationships with the people we serve

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive

  • What challenges does the organization face when collecting feedback?

    We don't have any major challenges to collecting feedback

Financials

Tax Foundation
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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lock

Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

Tax Foundation

Board of directors
as of 07/18/2024
SOURCE: Self-reported by organization
Board chair

Mr. David Lewis

PwC

Pamela Olson

PwC

James W. Lintott

Sterling Foundation Management LLC

David P. Lewis

PwC

Douglas Holtz-Eakin

American Action Forum; Sixth Director of the C.B.O.

Philip English

Arent Fox LLP

Tom Roesser

Microsoft Corporation

Stephen Kranz

McDermott Will & Emery

Dennis Groth

Groth Vineyards & Winery

Bill Archer

US House of Representatives (former)

Kurt Lamp

Amazon

Loren Ponds

Miller & Chevalier

Tadd Fowler

Procter & Gamble

Kevin Brady

US House of Representatives (former)

Phil Bullock

Apple

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes