Civic Intelligence

Tax Alliance Conference

EIN 20-3357553 • 501(c)3 • Richardson, TX

Profile

Educational Services to Tax Professional

1202 Richardson Dr 300Richardson, TX 75080

www.taxalliance.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

87th percentile

48%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

77th percentile

29%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$42,119

Up $13,721 (+48%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$42,119

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$58,839

Up $13,112 (+29%) from 2024

Expenses

Down

$45,277

Down $1,025 (-2.2%) from 2024

Net Income

Up

$13,562

Up $14,137 (+2459%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $63,297Net Assets 2010: $63,2972010Assets 2011: $64,373Liabilities 2011: $02011Assets 2012: $59,696Liabilities 2012: $02012Assets 2013: $65,020Net Assets 2013: $65,0202013Assets 2014: $63,648Liabilities 2014: $02014Assets 2015: $67,835Liabilities 2015: $326Net Assets 2015: $67,5092015Assets 2016: $62,381Liabilities 2016: $423Net Assets 2016: $61,9582016Assets 2017: $53,519Net Assets 2017: $53,5192017Assets 2018: $37,227Liabilities 2018: $243Net Assets 2018: $36,9842018Assets 2019: $41,389Liabilities 2019: $211Net Assets 2019: $41,1782019Assets 2020: $35,553Net Assets 2020: $35,5532020Assets 2021: $37,172Liabilities 2021: $3,189Net Assets 2021: $33,9832021Assets 2023: $28,973Liabilities 2023: $02023Assets 2024: $28,398Liabilities 2024: $02024Assets 2025: $42,119Net Assets 2025: $42,1192025

Highlighted filing

2025

Assets$42,119
Liabilities-
Net Assets$42,119
Open 2025 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $76,260Expenses 2010: $70,532Net Income 2010: $5,7282010Revenue 2011: $81,199Expenses 2011: $80,123Net Income 2011: $1,0762011Revenue 2012: $70,943Expenses 2012: $75,620Net Income 2012: -$4,6772012Revenue 2013: $73,869Expenses 2013: $68,545Net Income 2013: $5,3242013Revenue 2014: $64,987Expenses 2014: $66,359Net Income 2014: -$1,3722014Revenue 2015: $76,762Expenses 2015: $72,901Net Income 2015: $3,8612015Revenue 2016: $68,005Expenses 2016: $74,012Net Income 2016: -$6,0072016Revenue 2017: $63,607Expenses 2017: $72,046Net Income 2017: -$8,4392017Revenue 2018: $73,362Expenses 2018: $89,380Net Income 2018: -$16,0182018Revenue 2019: $66,129Expenses 2019: $61,935Net Income 2019: $4,1942019Revenue 2020: $1,186Expenses 2020: $6,811Net Income 2020: -$5,6252020Revenue 2021: $13,083Expenses 2021: $12,260Net Income 2021: $8232021Revenue 2023: $36,243Expenses 2023: $37,927Net Income 2023: -$1,6842023Revenue 2024: $45,727Expenses 2024: $46,302Net Income 2024: -$5752024Revenue 2025: $58,839Expenses 2025: $45,277Net Income 2025: $13,5622025

Highlighted filing

2025

Revenue$58,839
Expenses$45,277
Net Income$13,562
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,119
Liabilities
-
Net assets
$42,119
Revenue
$58,839
Expenses
$45,277
Net income
$13,562
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$42.1$42.1$58.8$45.3$13.6
2024Summary only. Only limited summary data is available for this year.$28.4$0.00$45.7$46.3$0.58
2023Summary only. Only limited summary data is available for this year.$29.0$0.00$36.2$37.9$1.68
2021Detailed filing. Detailed filing data is available for this year.$37.2$3.19$34.0$13.1$12.3$0.82
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.6$35.6$1.19$6.81$5.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.4$0.21$41.2$66.1$61.9$4.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.2$0.24$37.0$73.4$89.4$16.0
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.5$53.5$63.6$72.0$8.44
2016Detailed filing. Detailed filing data is available for this year.$62.4$0.42$62.0$68.0$74.0$6.01
2015Detailed filing. Detailed filing data is available for this year.$67.8$0.33$67.5$76.8$72.9$3.86
2014Summary only. Only limited summary data is available for this year.$63.6$0.00$65.0$66.4$1.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.0$65.0$73.9$68.5$5.32
2012Summary only. Only limited summary data is available for this year.$59.7$0.00$70.9$75.6$4.68
2011Summary only. Only limited summary data is available for this year.$64.4$0.00$81.2$80.1$1.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.3$63.3$76.3$70.5$5.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 16, 2025
Return Version
2024v5.2
Gross Receipts
$58,839
Mission and Program Overview

Mission

Educational Services to Tax Professionals

Program Services

DescriptionGrantsExpenses
The entity provides education regarding federal tax law for various license tax professional, EAs, CPAs, Attys. The seminar last 3 days with approximatiely 100 or more attending.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kyle Coleman AttyPresident-$0--
Roslyn BanksDirector-$0--
Michelle IdziDirector-$0--
Steve CarterTreasurer-$0--
Teresa Dempsey CPAVice President-$0--
Grace BatesDirector-$0--
Tony BoxDirector-$0--
Filing and Contact Details

Filer

Filer Name
Tax Alliance Conference
EIN
20-3357553
Phone
9726331040
Address
1202 Richardson Dr 300, Richardson, TX 75080

Signing Officer

Name
Steve Carter
Title
Treasurer
Signed
2025-12-16
Discuss with paid preparer
Yes

Preparer

Firm
Carter Group Tax Service
Address
1202 RICHARDSON DRIVE SUITE 300, RICHARDSON, TX 75080
Preparer
R Steven Carter EA
Phone
9726331040
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $5313”

Other Expenses.1002

“Office Expenses $135”

Other Expenses.1

“Meals $15154”

Other Expenses.2

“Rent $10250”

Other Expenses.3

“Speaker Expense $6542”

Other Expenses.4

“Registration CC Fees $2266”

Other Expenses.5

“Celebration Meeting $1878”

Other Expenses.6

“CPE Cert Fees and Licenses $970”

Other Expenses.7

“Board Expenses $397”

Other Expenses.12

“Sales Tax Reund $-1628”

Raw XML Appendix161 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Steve Carter
IRS990EZ/BooksInCareOfDetail/PhoneNum09726331040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01202 Richardson Dr Ste 300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Richardson
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075080
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028398
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042119
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013562
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028398
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042119
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt058839
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028398
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042119
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028398
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042119
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kyle Coleman Atty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Roslyn Banks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michelle Idzi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Steve Carter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Teresa Dempsey CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Grace Bates
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Tony Box
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0159
IRS990EZ/OtherExpensesTotalAmt041277
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational Services to Tax Professionals
IRS990EZ/ProgramServiceRevenueAmt058837
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The entity provides education regarding federal tax law for various license tax professional, EAs, CPAs, Attys. The seminar last 3 days with approximatiely 100 or more attending.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt045277
IRS990EZ/TotalRevenueAmt058839
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0taxalliance.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012552
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012552
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt012552
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012552
IRS990ScheduleA/Total509Grp/TotalAmt012552
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012555
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $5313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meals $15154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rent $10250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Speaker Expense $6542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Registration CC Fees $2266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Celebration Meeting $1878
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CPE Cert Fees and Licenses $970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Board Expenses $397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Sales Tax Reund $-1628
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.12
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Carter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Tax Alliance Conference
ReturnHeader/Filer/BusinessNameControlTxt0TAXA
ReturnHeader/Filer/EIN0203357553
ReturnHeader/Filer/PhoneNum09726331040
ReturnHeader/Filer/USAddress/AddressLine1Txt01202 Richardson Dr 300
ReturnHeader/Filer/USAddress/CityNm0Richardson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075080
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752190689
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARTER GROUP TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01202 RICHARDSON DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHARDSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075080
ReturnHeader/PreparerPersonGrp/PhoneNum09726331040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R Steven Carter EA
ReturnHeader/ReturnTs02025-12-16T09:44:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits