Tax Foundation
Principled Research. Insightful Analysis. Engaged Experts.
Programs and results
What we aim to solve
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
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.
Center for State Tax Policy
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.
Center for Global Tax Policy
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.
TaxEDU
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.
EU Tax Research
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.
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
Videos
Our results
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
Learn more about Sustainable Development Goals.
Goals & Strategy
Reports and documents
Download strategic planLearn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
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.
What are the organization's key strategies for making this happen?
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.
What are the organization's capabilities for doing this?
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.
What have they accomplished so far and what's next?
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
Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.
-
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
Unlock nonprofit financial insights that will help you make more informed decisions. Try our 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.
Operations
The people, governance practices, and partners that make the organization tick.
Connect with nonprofit leaders
SubscribeBuild 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.
Connect with nonprofit leaders
SubscribeBuild 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 directorsas of 07/18/2024
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
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