TAX Executives Institute INC
EIN 520239291 · DC · 501(c)06
The organisation
- 1200 G ST NW STE 300, WASHINGTON, DC, 20005-3833, DC 20005-3833
- Size band: 8
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.
Board at a glance
75
directors and trustees
≥5y
longest observed
Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 77 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
Renewal outlook
Low current likelihood observed from annual filings
- Board of 75, no strong renewal indicators in the filing history.
A computed likelihood from the observed filing history and filed revenue. It is not a confirmed vacancy, and this edition never states that a nonprofit is recruiting. "Departures" mean a board member was on the previous filing but not the latest one, which usually means a seat opened but can also mean they were simply not listed that year.
The board (directors and trustees)
| Name | Title as filed | On the filings |
|---|---|---|
| ANA Mendez Darby | SAN FRANCISCO CHAPTER REP | on filings since 2022 (at least 1y) |
| Bradley Pees | VICE PRESIDENT-REGION 8 | on filings since 2020 (at least 3y) |
| Brian P Kaufman (also filed as Brian Kaufman) | VICE PRESIDENT-REGION 4 | on filings since 2020 (at least 3y) |
| Brian Power | VICE PRESIDENT-REGION 2 | first appears 2023 |
| Brittany Gerig | INDIANA CHAPTER REP | first appears 2023 |
| Bruce S Welikson (also filed as Bruce Welikson) | ST. LOUIS CHAPTER REP | on filings since 2019 (at least 4y) |
| Bryan Trapp | CINCINNATI-COLUMBUS CHAPTER REP | first appears 2023 |
| Cassidy L Crawford (also filed as Cassidy Crawford) | NEVADA CHAPTER REP | on filings since 2021 (at least 2y) |
| Charles A Fitzer (also filed as Charles Fitzer) | MINNESOTA CHAPTER REP | on filings since 2018 (at least 5y) |
| Chris Tressler | VICE PRESIDENT-REGION 5 | first appears 2023 |
| Cory Blair | CALGARY CHAPTER REP | on filings since 2022 (at least 1y) |
| Daniel Feld | KENTUCKY CHAPTER REP | on filings since 2022 (at least 1y) |
| Daniel Smith | SIL. VALL. CHAP. REP (BEG. 03/23) | first appears 2023 |
| Darrelee Kinas | NORTH EAST WISCONSIN CHAPTER REP | on filings since 2022 (at least 1y) |
| David Card | VICE PRESIDENT-REGION 1 | on filings since 2022 (at least 1y) |
| Ellen E Mcmillan (also filed as Ellen Mcmillan) | PORTLAND CHAPTER REP | on filings since 2020 (at least 3y) |
| Eric Benton | KANSAS CITY CHAPTER REP | on filings since 2022 (at least 1y) |
| Eric L Johnson (also filed as Eric Johnson) | SIL. VALL. CHAP. REP (END 01/23) | on filings since 2018 (at least 5y) |
| Ernest N Gates (also filed as Ernest Gates) | TULSA CHAPTER REP | on filings since 2018 (at least 5y) |
| Eugene GAY | ASIA CHAPTER REP | on filings since 2021 (at least 2y) |
| Frank Martinicchio | TORONTO CHAPTER REP | first appears 2023 |
| Fraser E Reid (also filed as Fraser Reid) | VANCOUVER CHAPTER REP | on filings since 2018 (at least 5y) |
| Gary P Steinberg (also filed as Gary Steinberg) | ROCHESTER CHAPTER REP | on filings since 2020 (at least 3y) |
| Glenn Shigetomi | HAWAII CHAPTER REP | first appears 2023 |
| Jaimie Hightower | OKLAHOMA CITY CHAPTER | first appears 2023 |
| James A Rizzo (also filed as James Rizzo) | BUFFALO-NIAGARA CHAPTER REP | on filings since 2018 (at least 5y) |
| James P Silvestri (also filed as James Silvestri, JIM Silvestri) | PAST INTERNATIONAL PRESIDENT | on filings since 2018 (at least 5y) |
| Janet Rudnicki | VICE PRESIDENT-REGION 7 | first appears 2023 |
| Jason Griffen | WESTERN MICHIGAN CHAPTER REP | on filings since 2022 (at least 1y) |
| Jason Jensen | NASHVILLE CHAPTER REP | on filings since 2022 (at least 1y) |
| JAY Leibowitz | ORANGE COUNTY CHAPTER REP | first appears 2023 |
| JAY Roberts | DENVER CHAPTER REP | first appears 2023 |
| Jennifer Jung | CONNECTICUT VALLEY CHAPTER REP | first appears 2023 |
| Jibu Vergis | PHILADELPHIA CHAPTER REP | first appears 2023 |
| Josephine Scalia | TREASURER | on filings since 2018 (at least 5y) |
| Julio Duarte | BALTIMORE-WASHINGTON CHAPTER REP | on filings since 2022 (at least 1y) |
| Karen E Miller (also filed as Karen Miller) | VICE PRESIDENT-REGION 3 | on filings since 2018 (at least 5y) |
| Katrina H Welch (also filed as Katrina Welch) | PAST INTERNATIONAL PRESIDENT | on filings since 2018 (at least 5y) |
| Kevin Manes | VICE PRESIDENT-REGION 10 | on filings since 2021 (at least 2y) |
| Kevin Meehan | VICE PRESIDENT-REGION 6 | on filings since 2020 (at least 3y) |
| Kimberli Warren | ATLANTA CHAPTER REP | first appears 2023 |
| Kristine M Rogers (also filed as Kristine Rogers) | CENTRAL TEXAS CHAPTER REP | on filings since 2018 (at least 5y) |
| Kristy West | ALASKA CHAPTER REP | on filings since 2022 (at least 1y) |
| Linda S KIM (also filed as Linda KIM) | LOS ANGELES CHAPTER REP | on filings since 2018 (at least 5y) |
| Lionel B Nobre (also filed as Lionel Nobre) | LATIN AMERICA CHAPTER REP | on filings since 2018 (at least 5y) |
| Lorry Limbourg | EMEA CHAPTER REP | first appears 2023 |
| Mark C Silbiger (also filed as Mark Silbiger) | PAST INTERNATIONAL PRESIDENT | on filings since 2018 (at least 5y) |
| Mark Liniado | FORT WORTH CHAPTER REP | on filings since 2021 (at least 2y) |
| Maryanne D Knott (also filed as Maryanne Knott) | NEW ENGLAND CHAPTER REP | on filings since 2020 (at least 3y) |
| Michell Rodriguez | SEATTLE CHAPTER REP | on filings since 2019 (at least 4y) |
| Nancy Sauve | MONTREAL CHAPTER REP | first appears 2023 |
| Nick Hasenoehrl | VICE PRESIDENT-REGION 11 | on filings since 2022 (at least 1y) |
| Paul Broman | HOUSTON CHAPTER REP | on filings since 2022 (at least 1y) |
| Paul Heller | NEW YORK CHAPTER REP | on filings since 2018 (at least 5y) |
| Peter DE Nicola | WESTCHESTER-FAIRFIELD CHAPTER REP | on filings since 2022 (at least 1y) |
| Raymond J Salort JR (also filed as Raymond J Salort, Raymond Salort) | NEW JERSEY CHAPTER REP | on filings since 2019 (at least 4y) |
| Richard Pullen | IOWA CHAPTER REP | first appears 2023 |
| Robert L Howren (also filed as Robert Howren) | PAST INTERNATIONAL PRESIDENT | on filings since 2018 (at least 5y) |
| Roger Zientek | WISCONSIN CHAPTER REP | on filings since 2022 (at least 1y) |
| Sandhya K Edupuganty (also filed as Sandhya Edupuganty) | SENIOR VICE PRESIDENT | on filings since 2019 (at least 4y) |
| Sarah Winters | CHICAGO CHAPTER REP | first appears 2023 |
| Scott A Tincher (also filed as Scott Tincher) | CLEVELAND CHAPTER REP | on filings since 2020 (at least 3y) |
| Sean Welsh | CAROLINAS CHAPTER REP | first appears 2023 |
| SOL Coffino | PAST INTERNATIONAL PRESIDENT | on filings since 2018 (at least 5y) |
| SON LE | SAN DIEGO CHAPTER REP | on filings since 2018 (at least 5y) |
| Stephen Dunphy | VICE PRESIDENT-REGION 9 | on filings since 2022 (at least 1y) |
| Susan A Bauer (also filed as Susan Bauer) | DALLAS CHAPTER REP | on filings since 2021 (at least 2y) |
| Terilea J Wielenga (also filed as Terilea Wielenga) | PAST INTERNATIONAL PRESIDENT | on filings since 2019 (at least 4y) |
| Theresa Conner | ARIZONA CHAPTER REP | on filings since 2022 (at least 1y) |
| Thomas Slowey | PITTSBURGH CHAPTER REP | on filings since 2022 (at least 1y) |
| Tyler Loveland | SALT LAKE CITY CHAPTER REP | on filings since 2022 (at least 1y) |
| Vernon Turner | VIRGINIA CHAPTER REP | on filings since 2022 (at least 1y) |
| Walter B Doggett III (also filed as Walter Doggett III) | SECRETARY | on filings since 2020 (at least 3y) |
| Wayne G Monfries (also filed as Wayne Monfries) | PRESIDENT | on filings since 2020 (at least 3y) |
| Wayne Hamilton | GULF STATES CHAPTER REP | first appears 2023 |
The board is the directors and trustees named in Part VII of the organisation's annual IRS Form 990; officers and senior staff are listed separately below, not counted as board. The IRS files no appointment date, so tenure here is observed from how many years a person appears on the filings - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.
Officers and senior leadership
Named in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
| Name | Title as filed | On the filings |
|---|---|---|
| Alicia P Mata | TAX COUNSEL | since 2018 |
| Benjamin R Shreck | TAX COUNSEL | since 2018 |
| Deborah C Giesey | DIRECTOR OF ADMINISTRATION | since 2018 |
| Deborah K Lichter | TAX COUNSEL | since 2018 |
| ELI J Dicker | EXECUTIVE DIRECTOR (TO 1/2021) | since 2018 |
| Lisa R Samuels | DIRECTOR OF MARKETING AND MEMBERSHIP | since 2021 |
| Michael T Dowdy | DIRECTOR OF IT AND WEB SERVICES | since 2018 |
| Todd Lard | TAX COUNSEL | 2023 |
| W Patrick Evans | CHIEF TAX COUNSEL | since 2018 |
| Watson M Mcleish | TAX COUNSEL | since 2019 |