Civic Intelligence

Association for Computers & Taxation

990 • Fiscal year 2018 • EIN 22-2350888

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 14, 2019

Organization ProfileWWW.TAXACT.ORG
PO Box 1093Warwick, NY 10990

(845) 987-9690

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

48th percentile

0.00x

Higher debt load relative to assets than 48% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

48th percentile

0.00x

Higher debt load relative to revenue than 48% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

40th percentile

-0.7%

Higher net margin than 40% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

91st percentile

$67,005

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

42nd percentile

-1.6%

Faster asset growth than 42% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

63rd percentile

6.7%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$287,332

Down $4,777 (-1.6%) from 2017

Net Assets

Down

$287,139

Down $4,806 (-1.6%) from 2017

Liabilities

Up

$193

Up $29 (+18%) from 2017

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin40th percentile

Revenue

Up

$495,331

Up $30,922 (+6.7%) from 2017

Expenses

Up

$498,777

Up $77,727 (+18%) from 2017

Net Income

Down

-$3,446

Down $46,805 (-108%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0-$200KAssets 2011: $132,165Liabilities 2011: $111Net Assets 2011: $132,0542011Assets 2012: $152,801Liabilities 2012: $613Net Assets 2012: $152,1882012Assets 2013: $228,943Liabilities 2013: $796Net Assets 2013: $228,1472013Assets 2014: $224,059Liabilities 2014: $857Net Assets 2014: $223,2022014Assets 2015: $246,295Liabilities 2015: $864Net Assets 2015: $245,4312015Assets 2016: $249,479Liabilities 2016: $893Net Assets 2016: $248,5862016Assets 2017: $292,109Liabilities 2017: $164Net Assets 2017: $291,9452017Assets 2018: $287,332Liabilities 2018: $193Net Assets 2018: $287,1392018Assets 2019: $293,563Liabilities 2019: $220Net Assets 2019: $293,3432019Assets 2020: $466,623Liabilities 2020: $156,373Net Assets 2020: $310,2502020Assets 2021: $467,132Liabilities 2021: $150,195Net Assets 2021: $316,9372021Assets 2022: $363,328Liabilities 2022: $148,788Net Assets 2022: $214,5402022Assets 2023: $266,060Liabilities 2023: $145,311Net Assets 2023: $120,7492023Assets 2024: $66,846Liabilities 2024: $141,420Net Assets 2024: -$74,5742024

Highlighted filing

2018

Assets$287,332
Liabilities$193
Net Assets$287,139
Open 2018 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $360,3352011Revenue 2012: $393,998Expenses 2012: $373,864Net Income 2012: $20,1342012Revenue 2013: $422,871Expenses 2013: $346,912Net Income 2013: $75,9592013Revenue 2014: $404,375Expenses 2014: $409,320Net Income 2014: -$4,9452014Revenue 2015: $424,245Expenses 2015: $402,016Net Income 2015: $22,2292015Revenue 2016: $444,579Expenses 2016: $441,424Net Income 2016: $3,1552016Revenue 2017: $464,409Expenses 2017: $421,050Net Income 2017: $43,3592017Revenue 2018: $495,331Expenses 2018: $498,777Net Income 2018: -$3,4462018Revenue 2019: $471,517Expenses 2019: $465,313Net Income 2019: $6,2042019Revenue 2020: $321,164Expenses 2020: $304,257Net Income 2020: $16,9072020Revenue 2021: $352,634Expenses 2021: $345,947Net Income 2021: $6,6872021Revenue 2022: $341,843Expenses 2022: $444,240Net Income 2022: -$102,3972022Revenue 2023: $369,700Expenses 2023: $463,491Net Income 2023: -$93,7912023Revenue 2024: $268,900Expenses 2024: $464,223Net Income 2024: -$195,3232024

Highlighted filing

2018

Revenue$495,331
Expenses$498,777
Net Income-$3,446
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 14, 2019
Return Version
2018v3.1
Gross Receipts
$495,331
Mission and Program Overview

Mission

To assist members in their utilization of tax and tax technology through education, meetings and networking.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$291,945$287,139▼ $4,806
Savings and Temporary Cash Investments$260,367$209,498▼ $50,869
Cash and Non-Interest-Bearing Accounts$16,682$62,370▲ $45,688
Prepaid Expenses and Deferred Charges$13,700$15,464▲ $1,764
Land, Buildings, and Equipment, Net$1,360--
Total Assets$292,109$287,332▼ $4,777
Liabilities
Accounts Payable and Accrued Expenses$164$193▲ $29
Total Liabilities$164$193▲ $29
Net Assets / Fund Balance
Total Net Assets Fund Balance$291,945$287,139▼ $4,806
Total Liabilities and Net Assets / Fund Balance$292,109$287,332▼ $4,777

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$10,500-
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Riza C CebulaExecutive DirectorPT$67,005$67,005
Brenda L JamesonDirector of Marketing & DevelPT$64,251$64,251

Board Members and Trustees

NameTitle
Mary EdwardsMembership Chair
Sue GiddensProgram Co-Chair
Michelle CarterPrograms Co-Chair
Greg SopinPublications Chair
Ann PucciPast President
Mary JonesPast President
Al BradleyPresident
Eric LinVice President
Raymond ImbrognoAdvisory
Lisa TurmanSecretary
Paul MattiolaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$92,450
Program Service Revenue
$196,250
Investment Income
$1,131
Other Revenue
$205,500
Change in Net Assets
$-3,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$289,903
Salaries, Compensation, and Employee Benefits$208,874
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$197,834$6,788-$204,622
Current Officers, Directors, Trustees, and Key Employees-$131,256-$131,256
Other Salaries and Wages-$61,524-$61,524
All Other Expenses$6,939$23,717-$30,656
Payroll Taxes-$16,094-$16,094
Travel-$13,330-$13,330
Occupancy-$9,160-$9,160
Fees for Services Legal-$3,000-$3,000
Insurance-$2,060-$2,060
Fees for Services Accounting-$1,905-$1,905
Other Expenses$360$1,822-$1,822
Office Expenses-$1,796-$1,796
Total Functional Expenses$205,133$293,644$0$498,777
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Member election for additional members Part VI line 7A

“Members have authority to elect some of the board of directors.”

Form 990 governing body review Part VI line 11

“CPA forwards copy of form 990 to the treasurer and executive director for review.”

Conflict of interest policy compliance Part VI line 12C

“An annual signing of the agreement is done by the board member. Regular and consistent monitoring is performed to ensure that compliance with the policy is met.”

CEO executive director top management comp Part VI line 15A

“A committee is formed to gather comparative data for key employee positions.”

Other officer or key employee compensation Part VI line 15B

“A committee is formed to gather comparative data for key employee positions.”

Governing documents etc available to public Part VI line 19

“All documents are available by written request.”

Filing and Contact Details

Filer

Filer Name
Association for Computers & Taxation
EIN
22-2350888
Address
PO BOX 1093, Warwick, NY 10990

Signing Officer

Name
Al Bradley
Title
President
Phone
8459879690
Signed
2019-02-14
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
De
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
11

Preparer

Firm
PS Accounting Services PC
Address
9 Candlewood Dr, Goshen, NY 10924
Preparer
Joy Palazzola
Phone
8452940149
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“See supporting schedules for program services and management and general expenses.”

Raw XML Appendix394 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0164
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0193
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To assist members in their utilization of tax and tax technology through education, meetings and networking.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt023717
IRS990/AllOtherExpensesGrp/ProgramServicesAmt06939
IRS990/AllOtherExpensesGrp/TotalAmt030656
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Riza C Cebula
IRS990/BooksInCareOfDetail/PhoneNum08459879690
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1093
IRS990/BooksInCareOfDetail/USAddress/CityNm0Warwick
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010990
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt016682
IRS990/CashNonInterestBearingGrp/EOYAmt062370
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0131256
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0131256
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt06788
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0197834
IRS990/ConferencesMeetingsGrp/TotalAmt0204622
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt092450
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01131
IRS990/CYOtherExpensesAmt0289903
IRS990/CYOtherRevenueAmt0205500
IRS990/CYProgramServiceRevenueAmt0196250
IRS990/CYRevenuesLessExpensesAmt0-3446
IRS990/CYSalariesCompEmpBnftPaidAmt0208874
IRS990/CYTotalExpensesAmt0498777
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0495331
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Holding conferences for exchange of knowledge in field of computerization of tax functions.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/ExpenseAmt0197834
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01905
IRS990/FeesForServicesAccountingGrp/TotalAmt01905
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03000
IRS990/FeesForServicesLegalGrp/TotalAmt03000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1128.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1228.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0Mary Edwards
IRS990/Form990PartVIISectionAGrp/PersonNm1Greg Sopin
IRS990/Form990PartVIISectionAGrp/PersonNm2Sue Giddens
IRS990/Form990PartVIISectionAGrp/PersonNm3Michelle Carter
IRS990/Form990PartVIISectionAGrp/PersonNm4Ann Pucci
IRS990/Form990PartVIISectionAGrp/PersonNm5Mary Jones
IRS990/Form990PartVIISectionAGrp/PersonNm6Raymond Imbrogno
IRS990/Form990PartVIISectionAGrp/PersonNm7Al Bradley
IRS990/Form990PartVIISectionAGrp/PersonNm8Lisa Turman
IRS990/Form990PartVIISectionAGrp/PersonNm9Paul Mattiola
IRS990/Form990PartVIISectionAGrp/PersonNm10Eric Lin
IRS990/Form990PartVIISectionAGrp/PersonNm11Riza C Cebula
IRS990/Form990PartVIISectionAGrp/PersonNm12Brenda L Jameson
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1167005
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1264251
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0Membership Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Publications Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Program Co-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Programs Co-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Advisory
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director of Marketing & Devel
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0495331
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02060
IRS990/InsuranceGrp/TotalAmt02060
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01131
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01131
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010500
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01360
IRS990/LandBldgEquipCostOrOtherBssAmt010500
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt092450
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To assist members in their utilization of tax and tax technology through education, meetings and networking.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0291945
IRS990/NetAssetsOrFundBalancesEOYAmt0287139
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt09160
IRS990/OccupancyGrp/TotalAmt09160
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01796
IRS990/OfficeExpensesGrp/TotalAmt01796
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc1COMPUTER
IRS990/OtherExpensesGrp/Desc2CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0813
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14496
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt215883
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31822
IRS990/OtherExpensesGrp/ProgramServicesAmt0360
IRS990/OtherExpensesGrp/TotalAmt0813
IRS990/OtherExpensesGrp/TotalAmt14856
IRS990/OtherExpensesGrp/TotalAmt215883
IRS990/OtherExpensesGrp/TotalAmt31822
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0SPONSOR FEES
IRS990/OtherRevenueMiscGrp/Desc1JOB TARGET INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0205500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0205500
IRS990/OtherRevenueTotalAmt0205500
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt061524
IRS990/OtherSalariesAndWagesGrp/TotalAmt061524
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016094
IRS990/PayrollTaxesGrp/TotalAmt016094
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013700
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015464
IRS990/PriorPeriodAdjustmentsAmt0-1360
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE REGISTRATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0196250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0196250
IRS990/ProgSrvcAccomActy2Grp/Desc0Maintaining website to facilitate exchange of information among members.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06939
IRS990/ProgSrvcAccomActy3Grp/Desc0Conducting membership surveys on issues dealing with computerization of tax functions.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0360
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Providing a forum for employment opportunities for members.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt085900
IRS990/PYInvestmentIncomeAmt0326
IRS990/PYOtherExpensesAmt0222594
IRS990/PYOtherRevenueAmt0211233
IRS990/PYProgramServiceRevenueAmt0166950
IRS990/PYRevenuesLessExpensesAmt043359
IRS990/PYSalariesCompEmpBnftPaidAmt0198456
IRS990/PYTotalExpensesAmt0421050
IRS990/PYTotalRevenueAmt0464409
IRS990/ReconcilationRevenueExpnssAmt0-3446
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0196250
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0291945
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0287139
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0260367
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0209498
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010500
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt010500
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members have authority to elect some of the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CPA forwards copy of form 990 to the treasurer and executive director for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2An annual signing of the agreement is done by the board member. Regular and consistent monitoring is performed to ensure that compliance with the policy is met.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A committee is formed to gather comparative data for key employee positions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A committee is formed to gather comparative data for key employee positions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All documents are available by written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6See supporting schedules for program services and management and general expenses.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0292109
IRS990/TotalAssetsEOYAmt0287332
IRS990/TotalAssetsGrp/BOYAmt0292109
IRS990/TotalAssetsGrp/EOYAmt0287332
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt092450
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0293644
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0205133
IRS990/TotalFunctionalExpensesGrp/TotalAmt0498777
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0164
IRS990/TotalLiabilitiesEOYAmt0193
IRS990/TotalLiabilitiesGrp/BOYAmt0164
IRS990/TotalLiabilitiesGrp/EOYAmt0193
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0291945
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0287139
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0205133
IRS990/TotalProgramServiceRevenueAmt0196250
IRS990/TotalReportableCompFromOrgAmt0131256
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0402881
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0495331
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0292109
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0287332
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt013330
IRS990/TravelGrp/TotalAmt013330
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.TAXACT.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Al Bradley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08459879690
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOCIATION FOR COMPUTERS & TAXATION
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0222350888
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1093
ReturnHeader/Filer/USAddress/CityNm0Warwick
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010990
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F87F7824E6AFD979A62C44C182AB3BE08F57E175
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F87F7824E6AFD979A62C44C182AB3BE08F57E175
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId01410802019060circwle
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-03-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.15.195.113
ReturnHeader/FilingSecurityInformation/IPDt02019-03-01
ReturnHeader/FilingSecurityInformation/IPTm011:24:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134243417
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PS Accounting Services PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09 Candlewood Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Goshen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010924
ReturnHeader/PreparerPersonGrp/PhoneNum08452940149
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joy Palazzola
ReturnHeader/ReturnTs02019-03-01T11:23:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$287,332
Liabilities
$193
Net assets
$287,139
Revenue
$495,331
Expenses
$498,777
Net income
-$3,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.67$1.41$0.75$2.69$4.64$1.95
2023Detailed filing. Detailed filing data is available for this year.$2.66$1.45$1.21$3.70$4.63$0.94
2022Detailed filing. Detailed filing data is available for this year.$3.63$1.49$2.15$3.42$4.44$1.02
2021Detailed filing. Detailed filing data is available for this year.$4.67$1.50$3.17$3.53$3.46$0.07
2020Detailed filing. Detailed filing data is available for this year.$4.67$1.56$3.10$3.21$3.04$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.93$4.72$4.65$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$4.95$4.99$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$4.64$4.21$0.43
2016Detailed filing. Detailed filing data is available for this year.$2.49$0.01$2.49$4.45$4.41$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.46$0.01$2.45$4.24$4.02$0.22
2014Summary only. Only limited summary data is available for this year.$2.24$0.01$2.23$4.04$4.09$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.29$0.01$2.28$4.23$3.47$0.76
2012Summary only. Only limited summary data is available for this year.$1.53$0.01$1.52$3.94$3.74$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$3.60