AUMdb

Tax Analysts

EIN 237073182 · 501(c)(3) · Public charity · Falls Church, VA · recognized 1971

Assets
$85.3M
Revenue
$35.5M
Expenses
$33.6M
Investment income
$1.7M

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Miles & Stockbridge Legal service $184,061
Mindy Herzfeld Author $108,500

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Cara Griffith Director, president & ceo $537,577 $31,549
Jeremy Scott Chief operating officer $302,864 $30,115
Lee Sheppard Contributing editor $281,630 $36,020
Michael Berkeley Chief technology officer $267,938 $31,610
Martin Sullivan Contributing editor $255,043 $25,080
Peter Billlingsley Chief growth officer $248,155 $28,879
Ellen Kidwell Chief people officer $223,731 $37,419
Jeffrey Cottrell Senior account executive $216,409 $30,701
Richa Dahiya Chief financial officer (jul-nov) $213,778 $26,138
Charles O'toole Chief content officer $201,183 $25,550
Kathryn Ellis Director of sales- americas $194,855 $5,230
Eli Lasser Sales manager $185,304 $18,599
John Ring Chief financial officer $152,508 $18,781
Samuel C Thomson Jr Director $0 $0
Sam Sim Director $0 $0
Andrew Sidamon Eristoff Director $0 $0
H David Rosenbloom Director $0 $0
Danielle Rolfes Director $0 $0
Robert Risse Director $0 $0
Nina Olsen Director $0 $0
Thomas S Neubig Director $0 $0
David Kautter Director $0 $0
Christain Kaesar Director $0 $0
Karen Hawkins Director $0 $0
Eli Dicker Director $0 $0
Sharda Cherwoo Director $0 $0
Joseph Huddleston Director, treasurer $0 $0
Ameek Ashok Ponda Director, chairperson $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2024 $85.3M $35.5M $33.6M 990 990 · obj 202511009349300016 IRS ↗
06/30/2023 $77.5M $32.8M $32.3M 990 990 · obj 202500989349301650 IRS ↗