Civic Intelligence

National Tax Association Tax Institute of America

990 • Fiscal year 2013 • EIN 31-0823849

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 29, 2014

Organization ProfileWWW.NTANET.ORG

View Organization Page

725 15th Street NW No 60020005-2109

(202) 737-3325

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

39th percentile

0.02x

Higher debt load relative to revenue than 39% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

28th percentile

-4.7%

Higher net margin than 28% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

87th percentile

$92,203

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

27th percentile

-3.8%

Faster asset growth than 27% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$572,674

Down $22,863 (-3.8%) from 2012

Net Assets

Down

$564,776

Down $22,839 (-3.9%) from 2012

Liabilities

Down

$7,898

Down $24 (-0.3%) from 2012

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin28th percentile

Revenue

$481,818

No earlier filing loaded for comparison.

Expenses

Down

$504,657

Down $97,198 (-16%) from 2012

Net Income

-$22,839

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $674,514Liabilities 2011: $8,136Net Assets 2011: $666,3782011Assets 2012: $595,537Liabilities 2012: $7,922Net Assets 2012: $587,6152012Assets 2013: $572,674Liabilities 2013: $7,898Net Assets 2013: $564,7762013Assets 2014: $620,364Liabilities 2014: -$158Net Assets 2014: $620,5222014Assets 2015: $563,430Liabilities 2015: $11Net Assets 2015: $563,4192015Assets 2016: $684,672Liabilities 2016: $4,534Net Assets 2016: $680,1382016Assets 2017: $647,471Liabilities 2017: $0Net Assets 2017: $647,4712017Assets 2019: $643,896Liabilities 2019: $122,196Net Assets 2019: $521,7002019Assets 2020: $789,612Liabilities 2020: $156,338Net Assets 2020: $633,2742020Assets 2021: $838,357Liabilities 2021: $112,082Net Assets 2021: $726,2752021Assets 2022: $634,292Liabilities 2022: $123,791Net Assets 2022: $510,5012022Assets 2024: $1,085,361Liabilities 2024: $255,068Net Assets 2024: $830,2932024

Highlighted filing

2013

Assets$572,674
Liabilities$7,898
Net Assets$564,776
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $547,5902011Expenses 2012: $601,8552012Revenue 2013: $481,818Expenses 2013: $504,657Net Income 2013: -$22,8392013Revenue 2014: $543,536Expenses 2014: $487,790Net Income 2014: $55,7462014Revenue 2015: $635,579Expenses 2015: $692,682Net Income 2015: -$57,1032015Revenue 2016: $563,709Expenses 2016: $615,999Net Income 2016: -$52,2902016Revenue 2017: $493,262Expenses 2017: $574,764Net Income 2017: -$81,5022017Revenue 2019: $561,123Expenses 2019: $593,691Net Income 2019: -$32,5682019Revenue 2020: $358,141Expenses 2020: $309,338Net Income 2020: $48,8032020Revenue 2021: $288,870Expenses 2021: $261,541Net Income 2021: $27,3292021Revenue 2022: $227,967Expenses 2022: $304,797Net Income 2022: -$76,8302022Revenue 2024: $696,743Expenses 2024: $606,408Net Income 2024: $90,3352024

Highlighted filing

2013

Revenue$481,818
Expenses$504,657
Net Income-$22,839
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 29, 2014
Return Version
2013v3.0
Gross Receipts
$529,078
Mission and Program Overview

Mission

The National Tax Association is a non-political, non-profit educational organization. Its purpose is to educate and benefit the public by promoting the scientific study of taxation and public finance. This is done through the promotion of research, the collection, preservation, and dissemination of scientific information, the organization of conferences, the appointment of committees to investigate special problems, the formulation and announcement of the best informed economic thought and administrative experience available, and the promotion of a better understanding of the common interest of national, state, and local governments in the United States and elsewhere, in matters of taxation and public finance, along with the interstate and international community in taxation.

The national tax association is a non-political, non-profit educational organization. Its purpose is to educate and benefit the public by promoting the scientific study of taxation and public finance. This is done through the promotion of research; the collection, preservation, and dissemination of scientific information; the organization of conferences; the appointment of committees to investigate special problems; the formulation and announcement of the best informed economic thought and administrative experience available; and the promotion of a better understanding of the common interest of national, state, and local governments in the united states and elsewhere, in matters of taxation and public finance, along with the interstate and international community in taxation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$552,999$521,235▼ $31,764
Savings and Temporary Cash Investments$41,629$50,894▲ $9,265
Land, Buildings, and Equipment, Net$909$545▼ $364
Total Assets$595,537$572,674▼ $22,863
Liabilities
Accounts Payable and Accrued Expenses$7,922$7,898▼ $24
Total Liabilities$7,922$7,898▼ $24
Net Assets / Fund Balance
Unrestricted Net Assets$586,639$563,800▼ $22,839
Temporarily Rstr Net Assets$976$976→ $0
Total Net Assets Fund Balance$587,615$564,776▼ $22,839
Total Liabilities and Net Assets / Fund Balance$595,537$572,674▼ $22,863

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$545$12,370$12,915
Other Land Buildings$0$11,831$11,831
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Charmaine J WrightExecutive SecretaryFT$92,203$92,203
J Fred GiertzExecutive DirectorPT$30,000$30,000

Board Members and Trustees

NameTitle
Diane LimPast President
Matthew MurrayPast President
James R NunnsPresident
Alan AuerbachVice President
Peter BradyVice President
Andrew LyonElected Member
Andrew SamwickElected Member
Chris William SanchiricoElected Member
David WeisbachElected Member
Jennifer BlouinElected Member
John McclellandElected Member
Jon BakijaElected Member
Mark IbeleElected Member
Michael WeberElected Member
Monica SinghalElected Member
Roberton C Williams JrElected Member
Sarah HoldenElected Member
Timothy DowdElected Member
Victoria PerryElected Member
Wojciech KopczukElected Member
Eric ToderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$124,916
Program Service Revenue
$309,806
Investment Income
$43,246
Other Revenue
$3,850
All Other Contributions
$61,094
Change in Net Assets
$-22,839

Audited Revenue Reconciliation

Revenue per Audited Statements
$481,818
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$57,381
Total Revenue per Audited Statements
$539,199
Total Revenue per Form 990
$481,818
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$269,847
Salaries, Compensation, and Employee Benefits$234,810
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$89,208$32,995-$122,203
Conferences and Meetings$97,807--$97,807
Other Salaries and Wages$73,265$14,145-$87,410
Occupancy$22,897$8,469-$31,366
Fees for Services Accounting-$26,182-$26,182
All Other Expenses$21,671$2,690-$24,361
Payroll Taxes$12,665$3,694-$16,359
Other Expenses$8,861--$8,861
Other Employee Benefits$6,452$2,386-$8,838
Office Expenses$7,136$966-$8,102
Travel$3,115--$3,115
Information Technology$1,418$340-$1,758
Insurance$1,082$268-$1,350
Depreciation Depletion$266$98-$364
Total Functional Expenses$412,424$92,233$0$504,657

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$506,093
Expenses per Audited Statements$504,657
Total Expenses per Form 990$504,657
Expenses Not Reported on Form 990$1,436
Expenses Not Reported on Financial Statements$0
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The executive director is a non-voting member of the board (see article iv, section 2 and article v, section 5 of the bylaws).”

Form 990, Part VI, Section A, Line 7A

“All members of the organization (who are individuals) are entitled to vote for members of the board, and board members can fill a board vacancy (without a vote of the members).”

Form 990, Part VI, Section B, Line 11

“All board members are provided a copy of the 990 at the annual spring conference or by electronic means. If electronically, a password will be required to view documents; all board members must confirm receipt of documents.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy is reviewed at annual meetings - each board member must indicate compliance at said meeting”

Form 990, Part VI, Section B, Line 15

“Compensation decisions are made by board of directors”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are made available to the public on the organization's web site.”

Filing and Contact Details

Filer

EIN
31-0823849
Phone
2027373325

Signing Officer

Name
Charmaine J Wright
Title
Secretary
Phone
2027373325
Signed
2014-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Fred Giertz
Formed
1907
Legal Domicile
Dc
Voting Board Members
17
Independent Board Members
17
Employees
4
Volunteers
0

Preparer

Preparer
Deborah Frech CPA
Phone
3012608600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Board members review and approve all financial statements, audit reports and tax returns.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“REFUNDS OF DUES”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Depreciation difference refunds of dues”

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

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8ELECTED MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9ELECTED MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10ELECTED MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11ELECTED MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12ELECTED MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13ELECTED MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14ELECTED MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15ELECTED MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16ELECTED MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17ELECTED MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18ELECTED MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19ELECTED MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20ELECTED MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21ELECTED MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22ELECTED MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01907
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt027740
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt075000
IRS990/GrossReceiptsAmt0529078
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0340
IRS990/InformationTechnologyGrp/ProgramServicesAmt01418
IRS990/InformationTechnologyGrp/TotalAmt01758
IRS990/InsuranceGrp/ManagementAndGeneralAmt0268
IRS990/InsuranceGrp/ProgramServicesAmt01082
IRS990/InsuranceGrp/TotalAmt01350
IRS990/InvestmentIncomeGrp/ExclusionAmt015506
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015506
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0552999
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0521235
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt024201
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0909
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0545
IRS990/LandBldgEquipCostOrOtherBssAmt024746
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt047260
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt063822
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE NATIONAL TAX ASSOCIATION IS A NON-POLITICAL, NON-PROFIT EDUCATIONAL ORGANIZATION. ITS PURPOSE IS TO EDUCATE AND BENEFIT THE PUBLIC BY PROMOTING THE SCIENTIFIC STUDY OF TAXATION AND PUBLIC FINANCE. THIS IS DONE THROUGH THE PROMOTION OF RESEARCH; THE COLLECTION, PRESERVATION, AND DISSEMINATION OF SCIENTIFIC INFORMATION; THE ORGANIZATION OF CONFERENCES; THE APPOINTMENT OF COMMITTEES TO INVESTIGATE SPECIAL PROBLEMS; THE FORMULATION AND ANNOUNCEMENT OF THE BEST INFORMED ECONOMIC THOUGHT AND ADMINISTRATIVE EXPERIENCE AVAILABLE; AND THE PROMOTION OF A BETTER UNDERSTANDING OF THE COMMON INTEREST OF NATIONAL, STATE, AND LOCAL GOVERNMENTS IN THE UNITED STATES AND ELSEWHERE, IN MATTERS OF TAXATION AND PUBLIC FINANCE, ALONG WITH THE INTERSTATE AND INTERNATIONAL COMMUNITY IN TAXATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0587615
IRS990/NetAssetsOrFundBalancesEOYAmt0564776
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt027740
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt027740
IRS990/NetUnrelatedBusTxblIncmAmt0-8636
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt08469
IRS990/OccupancyGrp/ProgramServicesAmt022897
IRS990/OccupancyGrp/TotalAmt031366
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0966
IRS990/OfficeExpensesGrp/ProgramServicesAmt07136
IRS990/OfficeExpensesGrp/TotalAmt08102
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02386
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06452
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08838
IRS990/OtherExpensesGrp/Desc0TYPSETTING - NTJ
IRS990/OtherExpensesGrp/Desc1PRINTING & PHOTOCOPY -
IRS990/OtherExpensesGrp/Desc2POSTAGE - NTJ
IRS990/OtherExpensesGrp/Desc3PRINTING & PHOTOCOPY -
IRS990/OtherExpensesGrp/ProgramServicesAmt026457
IRS990/OtherExpensesGrp/ProgramServicesAmt124928
IRS990/OtherExpensesGrp/ProgramServicesAmt215196
IRS990/OtherExpensesGrp/ProgramServicesAmt38861
IRS990/OtherExpensesGrp/TotalAmt026457
IRS990/OtherExpensesGrp/TotalAmt124928
IRS990/OtherExpensesGrp/TotalAmt215196
IRS990/OtherExpensesGrp/TotalAmt38861
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE SERVICE
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03850
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt03850
IRS990/OtherRevenueTotalAmt03850
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014145
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt073265
IRS990/OtherSalariesAndWagesGrp/TotalAmt087410
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03694
IRS990/PayrollTaxesGrp/ProgramServicesAmt012665
IRS990/PayrollTaxesGrp/TotalAmt016359
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0J FRED GIERTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0NTA JOURNAL
IRS990/ProgramServiceRevenueGrp/Desc1ANNUAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc2ASHECON
IRS990/ProgramServiceRevenueGrp/Desc3SPRING SYMPOSIUM
IRS990/ProgramServiceRevenueGrp/Desc4SALES OF PROCEEDINGS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0163476
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt181745
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt246150
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt318345
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt490
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0163476
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt181745
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt246150
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt318345
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt490
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ASSOCIATION HOLDS AN ANNUAL CONFERENCE EACH AUTUMN TO EDUCATE AND DISSEMINATE INFORMATION ON TAX ISSUES AND PUBLIC FINANCE. THE ATTENDANCE WAS ABOUT 342.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0117797
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt081745
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ASSOCIATION HOLDS A SPRING SYMPOSIUM TO EDUCATE AND DISSEMINATE INFORMATION ON FEDERAL AND STATE-LOCAL TAX ISSUES. THE ATTENDANCE WAS ABOUT 151.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt058276
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt018345
IRS990/ProgSrvcAccomActyOtherGrp/Desc0AWARDS ARE MADE TO INDIVIDUALS FOR OUTSTANDING DISSERTATIONS WRITTEN ABOUT TAXATION AND/OR PUBLIC FINANCE WHICH CAN, IN THE OPINION OF THE AWARD COMMITTEE, FURTHER THE EDUCATION OF THE PUBLIC.THE ASSOCIATION DISSEMINATES INFORMATION FROM THE CONFERENCES IN THE FORM OF A CD-ROM. ABOUT 2,500 WERE PRODUCED, AND ABOUT 2,111 DISTRIBUTEDTHE ASSOCIATION COLLABORATES WITH THE AMERICAN SOCIETY OF HEALTH ECONOMISTS (ASHECON), A 501(C)(3) ORGANIZATION, TO PROMOTE HEALTH ECONOMICS RESEARCH THROUGH BIENNIAL CONFERENCES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt062357
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt046240
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0164280
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt025908
IRS990/PYOtherExpensesAmt0366941
IRS990/PYOtherRevenueAmt06000
IRS990/PYProgramServiceRevenueAmt0326904
IRS990/PYRevenuesLessExpensesAmt0-78763
IRS990/PYSalariesCompEmpBnftPaidAmt0234914
IRS990/PYTotalExpensesAmt0601855
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0523092
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-22839
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0163476
IRS990/SavingsAndTempCashInvstGrp/BOYAmt041629
IRS990/SavingsAndTempCashInvstGrp/EOYAmt050894
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt06245
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt011760
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt011540

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$572,674
Liabilities
$7,898
Net assets
$564,776
Revenue
$481,818
Expenses
$504,657
Net income
-$22,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.26$0.83$0.70$0.61$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.12$0.51$0.23$0.30$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.11$0.73$0.29$0.26$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.16$0.63$0.36$0.31$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.12$0.52$0.56$0.59$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.49$0.57$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.56$0.62$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.64$0.69$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.54$0.49$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.57$0.01$0.56$0.48$0.50$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.01$0.59$0.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.01$0.67$0.55