What services does this association provide to members?

The organization provides advocacy representation, professional education programs, industry research and resources, networking events, and support services. With $7.7M in annual revenue and 19 employees, it serves members through programs designed to advance professional success and industry interests.

How does the association advocate for the industry?

Advocacy activities include monitoring legislation and regulations affecting members, developing policy positions, and engaging with government officials and agencies. The organization represents member interests before policymakers and promotes positions supporting favorable industry environment and business success.

What professional development opportunities are available?

Members access educational programs including conferences, workshops, webinars, and training courses advancing professional knowledge and skills. The association also provides certifications, publications, and online resources supporting continuous learning and career development.

How can organizations benefit from membership?

Membership benefits include advocacy representation, access to educational programs and industry resources, networking opportunities with peers, participation in standards development, and visibility through association channels. Members gain competitive advantages through knowledge sharing and collective voice in policy matters.

Tax Executives Institute Inc

Washington, DC · Founded 1944

Professional association for corporate tax executives advancing tax policy and practice

Primary audience

Professionals

Work area

Industry Support

Topic

Member Services

Contact

Alicia P Mata

Website Contact

About Organization

Tax Executives Institute (TEI) is the preeminent association for corporate tax professionals, providing education, advocacy, and networking to advance sound tax policy and administration. Based in Washington, DC, TEI represents members before tax authorities, offers continuing education, and publishes research on federal, state, and international tax issues. Founded in 1944, it reported $12.8 million in revenue in 2022.

What They Focus On

Industry Advocacy

Represents member interests in policy processes and advocates for legislative and regulatory positions supporting industry success.

Member Education

Delivers professional development programs, conferences, and resources advancing member knowledge and competencies.

Standards Promotion

Develops and promotes industry standards, best practices, and quality improvement initiatives enhancing professional excellence.

Financial Information

Form 990 data showing organizational financial health and growth.

Revenue (2021)

$7.7M

+22% vs 2020

Expenses (2021)

$6.9M

+25.8% vs 2020

Assets (2021)

$12.4M

+2.6% vs 2020

Employees (2021)

+11.8% vs 2020

Year	Revenue	Expenses	Assets	Employees
2021	$7,712,860	$6,852,316	$12,386,373	19
2020	$6,324,223	$5,447,744	$12,071,581	17
2019	$7,777,327	$8,834,125	$12,243,767	19
2018	$11,529,772	$11,758,077	$13,030,152	20
2017	$10,823,873	$11,329,875	$13,265,808	21

Source: IRS Form 990 filings. All figures in USD.

01

Serve Members

Recruit and engage members providing value through advocacy, education, resources, and networking opportunities.
02

Advocate Industry

Monitor policy issues and advocate for positions supporting member interests and favorable industry environment.
03

Develop Standards

Promote best practices, professional standards, and quality improvement initiatives advancing industry excellence.
04

Share Knowledge

Disseminate research, industry data, and insights informing member operations and strategic decisions.

Programs and Initiatives

Services and programs offered by Tax Executives Institute Inc

Member Advocacy

Represents member interests in legislative and regulatory processes affecting industry practices and business environment.

Professional Development

Delivers education programs, conferences, and training advancing member knowledge and professional competencies.

Team & Leadership

Meet the people behind Tax Executives Institute Inc.

Contact the team Contact

Alicia P Mata

Executive Director

Full-time

Compensation: $296,358

W Patrick Evans

Chief Tax Counsel

Full-time

Compensation: $264,453

Deborah C Giesey

Director Of Administration

Full-time

Compensation: $157,572

Michael T Dowdy

Director Of It And Web Ser

Full-time

Compensation: $146,747

Lisa R Samuels

Director Of Marketing And

Full-time

Compensation: $131,969

James Kennedy

Past International President

1 hrs/week

Jim Silvestri

Past International President

1 hrs/week

Katrina Welch

Past International President

1 hrs/week

Mark Silbiger

Past International President

1 hrs/week

Mitch Trager

President

3 hrs/week

Paul O'Connor

Past International President

1 hrs/week

Robert Howren

Past International President

1 hrs/week

Sol Coffino

Past International President

1 hrs/week

Terilea Wielenga

Past International President

1 hrs/week

Wayne Monfries

Senior Vice President

3 hrs/week

Benjamin R Shreck

Tax Counsel

Full-time

Compensation: $242,633

Watson M McLeish

Tax Counsel

Full-time

Compensation: $198,713

Alfed Guerra

Indiana Chapter Rep

1 hrs/week

Ana Mendez Darby

San Francisco Chapter Rep

1 hrs/week

Blake Udall

VP - Region X

2 hrs/week

Bradley Pees

Florida Chapter Rep

1 hrs/week

Brian Kaufman

VP - Region Iv

2 hrs/week

Cathleen Stevens

VP - Region Vi

2 hrs/week

Charles Fitzer

Minnesota Chapter Rep

1 hrs/week

Christina Wilson

Connecticut Valley Chapter Rep

1 hrs/week

Christopher Tressler

VP - Region V

2 hrs/week

Cory Blair

Calgary Chapter Rep

1 hrs/week

Daniel Feld

Kentucky Chapter Rep

1 hrs/week

Darrelee Kinas

Northeast Wisconsin Chapter Rep

1 hrs/week

David Card

VP - Region I

2 hrs/week

Edward Lill

Hawaii Chapter Rep

1 hrs/week

Ellen McMillan

Portland Chapter Rep

1 hrs/week

Eric Benton

Kansas City Chapter Ep

1 hrs/week

Ernest Gates

Tulsa Chapter Rep

1 hrs/week

Eugene Gay

Asia Chapter Rep

1 hrs/week

Eva Sanchez

Emea Chapter Rep

1 hrs/week

Fraser Reid

Vancouver Chapter Rep

1 hrs/week

Gary Steinberg

Rochester Chapter Rep

1 hrs/week

Hunter Lane

Carolinas Chapter Rep

1 hrs/week

James Rizzo

Buffalo-Niagra Chapter Rep

1 hrs/week

Jason Griffen

Western Michigan Chapter Rep

1 hrs/week

Jason Jensen

Nashville Chapter Rep

1 hrs/week

Jay Lall

Silicon Valley Chapter Rep

1 hrs/week

Jennifer Bowers

Seattle Chapter Rep

1 hrs/week

Johanne Brouillard

Montreal Chapter Rep

1 hrs/week

Joshua Tolley

Atlanta Chapter Rep

1 hrs/week

Julio Duarte

Baltimore Washington Chapter Rep

1 hrs/week

Karen Gundrum

Harrisburg Chapter Rep

1 hrs/week

Kevin Manes

Orange County Chapter Rep

1 hrs/week

Kevin Meehan

Nebraska Chapter Rep

1 hrs/week

Kristy West

Alaska Chapter Rep

1 hrs/week

Lawrence Pociask

Chicago Chapter Rep

1 hrs/week

Linda Kim

Los Angeles Chapter Rep

1 hrs/week

Lionel Nobre

Latin America Chapter Rep

1 hrs/week

Lynn Jordan

VP - Region Viii

2 hrs/week

Mark Liniado

Fort Worth Chapter Rep

1 hrs/week

Maryanne Knott

New England Chapter Rep

1 hrs/week

Nick Hasenoehrl

VP - Region X

2 hrs/week

Paul Broman

Houston Chapter Rep

1 hrs/week

Paul Heller

New York Chapter Rep

1 hrs/week

Paul Magrath

Toronto Chapter Rep

1 hrs/week

Peter De Nicola

Westchester-Fairfield Chapter Rep

1 hrs/week

Raymond Salort

New Jersey Chapter Rep

1 hrs/week

Richard Wireman

Iowa Chapter Rep

1 hrs/week

Roger Zientek

Wisconsin Chapter Rep

1 hrs/week

Ron Willis

Denver Chapter Rep

1 hrs/week

Scott Tincher

Cleveland Chapter Rep

1 hrs/week

Son Le

San Diego Chapter Rep

1 hrs/week

Spencer Karr

Nevada Chapter Rep

1 hrs/week

Stephen Dunphy

VP - Region Ix

2 hrs/week

Steven Crall

VP - Region Vii

2 hrs/week

Susan Bauer

Dallas Chapter Rep

1 hrs/week

Theresa Conner

Arizona Chapter Rep

1 hrs/week

Thomas Fezza

VP - Region Ii

2 hrs/week

Thomas Slowey

Pittsburgh Chapter Rep

1 hrs/week

Timothy Wigon

VP - Region Iii

2 hrs/week

Tyler Loveland

Salt Lake City Chapter Rep

1 hrs/week

Vernon Turner

Virginia Chapter Rep

1 hrs/week

Milestones

1944

Association Founded

1944

Established to represent industry interests and provide member services supporting professional excellence.

2024

Current Operations

2024

Operating with $7.7M in revenue and 19 staff serving member professionals.

Associated People

Board members, advisors, and key contributors

Board of Directors

Josie Scalia Treasurer 3.00 hrs/week

Sandhya Edupuganty Secretary 3.00 hrs/week

Information compiled from IRS Form 990 and organizational materials.

Executive Compensation

Top compensated officers & key employees from IRS Form 990

Total Reported (2021)

$1.5M

Highest Paid

$299K

Alicia P Mata

Compensated Officers

Name	Title	Base	Other	Total	Hrs/Wk
Alicia P Mata	Executive Director	$296,358	$2,945	$299,303	40
W Patrick Evans	Chief Tax Counsel	$264,453	$31,354	$295,807	40
Benjamin R Shreck	Tax Counsel	$242,633	$23,605	$266,238	40
Watson M Mcleish	Tax Counsel	$198,713	$2,845	$201,558	40
Deborah C Giesey	Director Of Administration	$157,572	$13,818	$171,390	40
Michael T Dowdy	Director Of IT And Web Ser	$146,747	$4,111	$150,858	40
Lisa R Samuels	Director Of Marketing And	$131,969	$12,711	$144,680	40

Name	Title	Base	Other	Total	Hrs/Wk
Eli J Dicker	Executive Director (To 1/2021)	$345,649	$4,602	$350,251	35
W Patrick Evans	Chief Tax Counsel	$269,231	$33,657	$302,888	35
Benjamin R Shreck	Tax Counsel	$241,910	$35,539	$277,449	35
Alicia P Mata	Executive Director (As Of 6/2021)	$231,943	$23,526	$255,469	35
Watson M Mcleish	Tax Counsel	$182,403	$22,411	$204,814	35
Deborah C Giesey	Director Of Administration	$152,064	$19,534	$171,598	35
Michael T Dowdy	Director Of IT And Web Services	$135,481	$26,930	$162,411	35
Lisa R Samuels	Director Of Marketing And Membership	$120,468	$13,708	$134,176	35

Name	Title	Base	Other	Total	Hrs/Wk
Eli J Dicker	Executive Director	$371,397	$35,056	$406,453	35
W Patrick Evans	Chief Tax Counsel	$275,390	$54,932	$330,322	35
Benjamin R Shreck	Tax Counsel	$249,384	$53,647	$303,031	35
A Pilar Mata	Tax Counsel	$237,803	$38,342	$276,145	35
Deborah K Lichter	Director Of Conference Planning	$169,743	$50,994	$220,737	35
Watson M Mcleish	Tax Counsel	$184,832	$34,554	$219,386	35
Deborah C Giesey	Director Of Administration	$155,233	$30,779	$186,012	35

Name	Title	Base	Other	Total	Hrs/Wk
Eli J Dicker	Executive Director	$336,202	$32,136	$368,338	35
W Patrick Evans	Chief Tax Counsel	$262,560	$51,585	$314,145	35
Benjamin R Shreck	Tax Counsel	$245,920	$48,263	$294,183	35
A Pilar Mata	Tax Counsel	$230,530	$40,139	$270,669	35
Deborah K Lichter	Tax Counsel	$156,779	$46,301	$203,080	35
Watson M Mcleish	Tax Counsel	$179,057	$23,270	$202,327	35
Deborah C Giesey	Director Of Administration	$151,067	$27,870	$178,937	35

Name	Title	Base	Other	Total	Hrs/Wk
Eli J Dicker	Executive Director	$358,645	$33,855	$392,500	35
W Patrick Evans	Chief Tax Counsel	$258,531	$51,141	$309,672	35
Benjamin R Shreck	Tax Counsel	$237,814	$47,636	$285,450	35
A Pilar Mata	Tax Counsel	$224,316	$38,201	$262,517	35
Deborah K Lichter	Director Of Conference Planning	$151,519	$46,756	$198,275	35
Deborah C Giesey	Director Of Administration	$147,385	$27,790	$175,175	35
Michael T Dowdy	Director Of IT	$131,216	$32,200	$163,416	35

Source: IRS Form 990 filings. Compensation includes base and other reported compensation.

Contact

Get in touch with Tax Executives Institute Inc

Email

[email protected]

Phone

(202) 638-5601 (120) 263-8560

Social

Visit Website

1200 G St NW 300 Washington, DC 20005

Tax Executives Institute Inc

What They Focus On

Financial Information

How They Work

Serve Members

Advocate Industry

Develop Standards

Share Knowledge

Programs and Initiatives

Member Advocacy

Professional Development

Team & Leadership

Alicia P Mata

W Patrick Evans

Deborah C Giesey

Michael T Dowdy

Lisa R Samuels

James Kennedy

Jim Silvestri

Katrina Welch

Mark Silbiger

Mitch Trager

Paul O'Connor

Robert Howren

Sol Coffino

Terilea Wielenga

Wayne Monfries

Benjamin R Shreck

Watson M McLeish

Alfed Guerra

Ana Mendez Darby

Blake Udall

Bradley Pees

Brian Kaufman

Cathleen Stevens

Charles Fitzer

Christina Wilson

Christopher Tressler

Cory Blair

Daniel Feld

Darrelee Kinas

David Card

Edward Lill

Ellen McMillan

Eric Benton

Ernest Gates

Eugene Gay

Eva Sanchez

Fraser Reid

Gary Steinberg

Hunter Lane

James Rizzo

Jason Griffen

Jason Jensen

Jay Lall

Jennifer Bowers

Johanne Brouillard

Joshua Tolley

Julio Duarte

Karen Gundrum

Kevin Manes

Kevin Meehan

Kristy West

Lawrence Pociask

Linda Kim

Lionel Nobre

Lynn Jordan

Mark Liniado

Maryanne Knott

Nick Hasenoehrl

Paul Broman

Paul Heller

Paul Magrath

Peter De Nicola

Raymond Salort

Richard Wireman

Roger Zientek

Ron Willis

Scott Tincher

Son Le