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Trgroup INC

Washington, DCUnknown exempt organization EIN 46-1800988Revenue $5.0M in FY2024

On file with the IRSactontaxreform.comPo Box 34346 · Washington, DC

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See part III, line 1.

99¢ of each $1 spent went to programs.
Run by 17 volunteers.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $532K a year · 14% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 4.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$699K
17% of total assets
Looks good: liabilities are 17% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.0M
+59% vs prior year
Spent
$4.1M
To programs
99%
Net assets
$3.3M
By yearFY2020–FY2024
Revenue
$5.0M
FY2024▲ +59%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.2M
FY2021$4.4M
FY2022$3.1M
FY2023$3.1M
FY2024$5.0M
Expenses
$4.1M
FY2024▲ +45%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.5M
FY2021$4.0M
FY2022$2.7M
FY2023$2.8M
FY2024$4.1M
Net assets
$3.3M
FY2024▲ +39%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.4M
FY2021$1.7M
FY2022$2.1M
FY2023$2.4M
FY2024$3.3M

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $4.0M Management & general 1% · $43K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

19 people listed on the 990.

Part VII, Section A · reportable compensation
John Samuels
Co-President
$0Pt VII · Sec A
Chad Withers
Co-President
$0Pt VII · Sec A
Jamie Di Stefano
Treasurer and Secretary
$0Pt VII · Sec A
Tadd Fowler
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Mark Harris
Director
$0Pt VII · Sec A
John Stowell
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Trgroup INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Researches, educates, and advocates for a globally competitive U.S. tax system.

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Provided by the organization

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1 program · $4.0M · in their own filed words · FY2024
01

Trgroup inc. Supported a globally competitive U.S. Tax system consistent with its mission through its research, education, and advocacy programs.

$4.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $125K · 2020–2024
American Action Forum INCDC · FY2024$25,000
American Action Forum INCDC · FY2023$25,000
American Action Forum INCDC · FY2022$25,000
American Action Forum INCDC · FY2021$25,000
American Action Forum INCDC · FY2020$25,000

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$5.0M
Ln 12
Gifts and grantsLn 1h$5.0M
Money outPt IX
$4.1M
Ln 25
Programscol B$4.0M
Managementcol C$43K
Owns and owesPt X
$3.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$4.0M
LiabilitiesLn 26$699K
PeoplePt VI, VII
19
listed · VII A
PaidVII A0
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.0M
Total revenueLn 12$5.0M
Assets in detailPt X, end of year
CashLn 1$1.5M
Cash and savings togetherLn 1–2$1.5M
Land, buildings, equipmentLn 10c$26K
Total assetsLn 16$4.0M
LiabilitiesLn 26$699K
Net assetsLn 32$3.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 617
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$2.4M$1.5M
Land, buildings, equipmentLn 10c$0$26K
Total assetsLn 16$3.1M$4.0M
LiabilitiesLn 26$720K$699K
Net assetsLn 32$2.4M$3.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$25K$25K
Legal feesLn 11b$3K$3K
Accounting feesLn 11c$29K$29K
Lobbying feesLn 11d$95K$95K
Other fees for servicesLn 11g$3.8M$3.8M
Information technologyLn 14$6K$6K
Conferences, conventions and meetingsLn 19$49K$49K
InsuranceLn 23$11K$11K
Other expenses (24a–d)Ln 24$110$110
Total functional expensesLn 25$4.1M$4.0M$43K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $5.0M$4.1M$943K$3.3M 990 PDF
FY2023 $3.1M$2.8M$349K$2.4M 990 PDF
FY2022 $3.1M$2.7M$332K$2.1M 990 PDF
FY2021 $4.4M$4.0M$334K$1.7M 990 PDF
FY2020 $3.2M$2.5M$700K$1.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $5,007,917 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,147,000$5,007,917
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $3,147,000$5,007,917
I-13 Grants and similar amounts paidPrior year $25,000$25,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,772,903$4,039,425
I-18 Total expensesPrior year $2,797,903$4,064,425
I-19 Revenue less expensesPrior year $349,097$943,492
Part VI · Governance 17 of 17 board members independent, 1 to look at
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $5,007,917 across 3 lines filed
VIII-1b Membership dues$5,007,917
VIII-1h Total contributions, gifts and grants$5,007,917
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$5,007,917
Part IX · Statement of functional expenses $4,064,425 across 9 lines filed
IX-1 Grants to domestic organizationsPrograms $25,000$25,000
IX-11b Legal feesManagement $3,038$3,038
IX-11c Accounting feesManagement $28,959$28,959
IX-11d Lobbying feesPrograms $95,001$95,001
IX-11g Other fees for servicesPrograms $3,847,069$3,847,069
IX-14 Information technologyPrograms $5,810$5,810
IX-19 Conferences, conventions and meetingsPrograms $48,513$48,513
IX-23 InsuranceManagement $10,925$10,925
IX-24 Other expenses (24a–d)Management $110$110
IX-25 Total functional expensesPrograms $4,021,393 · Management $43,032 · Fundraising $0$4,064,425
Part X · Balance sheet $4,048,386 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $2,445,814$1,533,219
X-3 Pledges and grants receivable$539,750
X-4 Accounts receivableStart of year $679,500$1,949,167
X-10c Land, buildings and equipment, netStart of year $0$26,250
X-16 Total assetsStart of year $3,125,314$4,048,386
X-17 Accounts payable and accrued expensesStart of year $719,627$699,207
X-26 Total liabilitiesStart of year $719,627$699,207
X-27 Net assets without donor restrictionsStart of year $1,555,687$1,964,179
X-28 Net assets with donor restrictionsStart of year $850,000$1,385,000
X-32 Total net assets or fund balancesStart of year $2,405,687$3,349,179
X-33 Total liabilities and net assetsStart of year $3,125,314$4,048,386
Part XI · Reconciliation of net assets $3,349,179 net assets at year end
XI-1 Total revenue$5,007,917
XI-2 Total expenses$4,064,425
XI-3 Revenue less expenses$943,492
XI-4 Net assets at start of year$2,405,687
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,349,179

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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