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AMERICAN TAX POLICY INSTITUTE
ROCHESTER, NY · EIN 521660704 · Form 990EZ · FY2024 · NTEE W052 · Public & Societal Benefit · Micro (<$100K) · americantaxpolicyinstitute.org
revenue
$66K
expenses
$84K
net assets
$229K
employees
—
mission · from form 990

PROMOTE AND FACILITATE TAX POLICY RESEARCH

profile · synthesized from sources

Think tank dedicated to advancing tax policy research with a focus on equity, including the racial, gender, and international implications of tax law. Organizes academic symposia and webinars featuring legal scholars, policymakers, and economists to examine systemic biases and propose reforms. Based in New York and active nationally, with events frequently held in Washington, D.C.

named programs · 4 · from sources

What they call their work

ATPI Gender & Tax Symposium
Series exploring gender bias in tax law and policy, including pandemic impacts on women and long-term structural reforms
ATPI Race & Tax Symposium
Annual conference examining the racialized impacts of tax law, historical connections between taxation and slavery, and pathways toward racial equity in tax policy
Environmental Tax Policy Webinar Series
Non-partisan discussions on climate-related tax incentives, clean energy investment, and regulatory shifts affecting environmental tax credits
Mission at Risk? Tax Exemption and Nonprofit Scrutiny
Program addressing regulatory challenges for 501(c)(3) organizations, compliance risks, and governance under heightened scrutiny
activities · 3 groups

What they do

  • Economic and Financial Research 1 activity
    • Conducting and supporting scholarly tax policy research
      Supports and promotes research in law, accounting, and economics to improve tax policy and administration, with a focus on issues including racial justice, gender equity, environmental policy, and health care financing. Research is disseminated through webinars, symposia, and publications.
  • Leadership & Policy Dialogue Forums 1 activity
    • Organizing roundtables, conferences, and symposia on tax policy
      Provides financial and programmatic support for, and co-hosts, conferences and symposia on critical tax policy topics such as race, gender, climate change, and nonprofit regulation, often in collaboration with academic institutions like Pace University.
  • Industry Advocacy and Regulatory Engagement 1 activity
    • Submitting policy comments and engaging in tax policy advocacy
      Submits formal comments to federal agencies, such as the U.S. Department of the Treasury, on tax policy and financial literacy initiatives, contributing expert perspectives to public policy development.
financials · form 990EZ · fy2024
revenue
Total revenue$66K
Contributions & grants$55K83%
Program service revenue——
Investment income$11K16%
Other revenue$425
expenses
Total expenses$84K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$0
Grants paid out—
balance sheet
Total assets$237K
Cash—
Investments—
Liabilities—
Net assets$229K
5 years on record · 2020–2024 · YoY revenue +3.3%
leadership · form 990 part vii · fy2024

Who runs it

board members · 25
  • ALICE ABREU — TRUSTEE
  • ANTHONY INFANTI — TRUSTEE
  • BRIDGET CRAWFORD — VICE PRESIDENT/TRUSTEE
  • C WELLS HALL III — TRUSTEE
  • ELLEN APRILL — TRUSTEE
  • ERIC SOLOMON — IMMEDIATE PAST PRES./TRUSTEE
  • ERIN HENRY — TRUSTEE
  • FRANCINE LIPMAN — TRUSTEE
  • GEORGE C HOWELL III — TRUSTEE
  • GEORGE PLESKO — SECRETARY/TRUSTEE
  • JULIE DIVOLA — PRESIDENT/TRUSTEE
  • KATHERINE PRATT — TRUSTEE
  • LAWRENCE HILL — TRUSTEE
  • MARJORIE KORNHAUSER — TRUSTEE
  • MELISSA LABANT — TRUSTEE
  • MICHAEL HIRSCHFELD — TRUSTEE
  • MICHAEL SCHLER — ASSISTANT TREASURER/TRUSTEE
  • PETER CONNORS — TRUSTEE
  • ROBERTA MANN — TRUSTEE
  • RUDOLPH RAMELLI — TREASURER/TRUSTEE
  • SCOTT MICHEL — TRUSTEE
  • STACIE LAPLANTE — TRUSTEE
  • STEPHEN SHAY — TRUSTEE
  • STEVEN DEAN — TRUSTEE
  • SUSAN SEROTA — TRUSTEE
relationships · 15

Who they work with

  • American College of Tax Counsel Funder — Provides significant financial support to the American Tax Policy Institute.
  • Elisabeth Haub School of Law Partner — Hosted the ATPI-Pace Law Conference on Tax Law, the Environment, and Climate Change.
  • Elisabeth Haub School of Law at Pace University Partner — Co-hosted a conference on tax law, the environment, and climate change.
  • GoDaddy Government — Web hosting and technical infrastructure provider for the American Tax Policy Institute website.
  • Lowell Milken Center for Philanthropy and Nonprofits at UCLA School of Law Partner — Co-hosted a webinar on regulatory scrutiny of nonprofits with ATPI.
  • NYU Tax Law Center Partner — Co-presented on environmental tax policy and nonprofit tax exemption issues in ATPI webinars.
  • National Tax Association Partner — Co-sponsored multiple annual spring symposia and research conferences.
  • OECD Centre for Tax Policy & Administration Partner — Participated in the 2021 ATPI Taxation and Gender Summer Series as expert speakers.
  • Pace Energy and Climate Center Partner — Collaborated on hosting a webinar about environmental tax policy and clean energy incentives.
  • Pace University Partner — Co-hosted a conference on tax law, the environment, and climate change.
  • Pace University Partner — Collaborates with Pace University through shared leadership; the Institute's president is also a University Distinguished Professor at Pace.
  • Pace University, Elisabeth Haub School of Law Partner — Co-affiliation of the program chair and host institution for webinar leadership
  • Skadden Partner — Provided venue for the ATPI Race & Tax Symposium and the ATPI Gender & Tax Symposium.
  • Temple University Beasley School of Law Partner — Collaborated on organizing and presenting at the 2023 ATPI symposium on race and taxation.
  • Urban Institute & Brookings Institution Partner — Co-sponsored conferences on philanthropy and state responses to federal tax legislation.
strategies · 4

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Gender Equity Lens in Tax Policy
    methodology: gender_equity_analysis
    By applying gender equity analysis to tax law, the organization uncovers structural biases that may be invisible under neutral frameworks, because such analysis is essential to identifying and correcting disparities in policy impact.
  • Interdisciplinary Research and Scholarly Discourse
    methodology: scholarly_research_and_discussion
    By advancing tax policy reform through nonpartisan scholarly research, interdisciplinary dialogue, and academic collaboration, the organization generates credible, evidence-based insights because rigorous, cross-sectoral engagement strengthens policy analysis and uptake.
  • Race-Conscious Tax Analysis
    methodology: race-conscious_tax_analysis
    By analyzing tax policy through race-conscious data and scholarship, the organization reveals systemic inequities embedded in facially neutral laws, because such analysis is necessary to achieve racial equity in fiscal outcomes.
  • Tax Law as a Determinant of Health Equity
    methodology: tax-law-as-health-governance
    By examining tax law as a driver of health outcomes and access to care, the organization treats fiscal policy as a lever for health equity, because tax structures shape resources and opportunities that determine health.