Civic Intelligence

Federation of Tax Administrators

990 • Fiscal year 2015 • EIN 36-2327263

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 02, 2016

Organization ProfileWWW.TAXADMIN.ORG

View Organization Page

444 North Capitol Street NW 348Washington, DC 20001

(202) 624-5890

Siviq Scores

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

Liabilities / Assets

76th percentile

0.43x

Higher debt load relative to assets than 76% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.29x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

63rd percentile

7.5%

Higher net margin than 63% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

90th percentile

$201,396

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

57th percentile

6.3%

Faster revenue growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$1,740,569

Up $175,949 (+11%) from 2014

Net Assets

Up

$990,312

Up $195,442 (+25%) from 2014

Liabilities

Down

$750,257

Down $19,493 (-2.5%) from 2014

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin63rd percentile

Revenue

Up

$2,603,992

Up $153,990 (+6.3%) from 2014

Expenses

Up

$2,408,550

Up $70,563 (+3.0%) from 2014

Net Income

Up

$195,442

Up $83,427 (+74%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $1,564,620Liabilities 2014: $769,750Net Assets 2014: $794,8702014Assets 2015: $1,740,569Liabilities 2015: $750,257Net Assets 2015: $990,3122015Assets 2016: $1,945,969Liabilities 2016: $762,480Net Assets 2016: $1,183,4892016Assets 2017: $2,095,162Liabilities 2017: $836,527Net Assets 2017: $1,258,6352017Assets 2018: $2,464,774Liabilities 2018: $934,992Net Assets 2018: $1,529,7822018Assets 2019: $3,074,515Liabilities 2019: $1,085,614Net Assets 2019: $1,988,9012019Assets 2020: $2,641,597Liabilities 2020: $641,019Net Assets 2020: $2,000,5782020Assets 2021: $2,578,752Liabilities 2021: $570,412Net Assets 2021: $2,008,3402021Assets 2022: $3,105,174Liabilities 2022: $750,973Net Assets 2022: $2,354,2012022Assets 2023: $3,951,083Liabilities 2023: $1,247,914Net Assets 2023: $2,703,1692023Assets 2024: $4,041,408Liabilities 2024: $1,387,926Net Assets 2024: $2,653,4822024

Highlighted filing

2015

Assets$1,740,569
Liabilities$750,257
Net Assets$990,312
Open 2015 Filing

Operations Trend

Revenue Growth57th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $2,450,002Expenses 2014: $2,337,987Net Income 2014: $112,0152014Revenue 2015: $2,603,992Expenses 2015: $2,408,550Net Income 2015: $195,4422015Revenue 2016: $2,608,529Expenses 2016: $2,415,352Net Income 2016: $193,1772016Revenue 2017: $2,794,935Expenses 2017: $2,719,789Net Income 2017: $75,1462017Revenue 2018: $3,058,164Expenses 2018: $2,757,487Net Income 2018: $300,6772018Revenue 2019: $3,516,607Expenses 2019: $3,081,239Net Income 2019: $435,3682019Revenue 2020: $2,865,732Expenses 2020: $2,817,261Net Income 2020: $48,4712020Revenue 2021: $1,708,736Expenses 2021: $1,758,257Net Income 2021: -$49,5212021Revenue 2022: $3,141,354Expenses 2022: $2,761,059Net Income 2022: $380,2952022Revenue 2023: $4,368,489Expenses 2023: $4,023,698Net Income 2023: $344,7912023Revenue 2024: $4,857,274Expenses 2024: $4,819,735Net Income 2024: $37,5392024

Highlighted filing

2015

Revenue$2,603,992
Expenses$2,408,550
Net Income$195,442
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 2, 2016
Return Version
2014v6.0
Gross Receipts
$2,603,992
Mission and Program Overview

Mission

To improve the techniques of tax administrators and the work of their profession, and to advance standards of tax administration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,241,515$1,571,053▲ $329,538
Accounts Receivable$270,874$124,822▼ $146,052
Prepaid Expenses and Deferred Charges$43,086$40,098▼ $2,988
Land, Buildings, and Equipment, Net$8,945$4,396▼ $4,549
Cash and Non-Interest-Bearing Accounts$200$200→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,564,620$1,740,569▲ $175,949
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$534,971$532,928▼ $2,043
Deferred Revenue$234,779$217,329▼ $17,450
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$769,750$750,257▼ $19,493
Net Assets / Fund Balance
Unrestricted Net Assets$794,870$990,312▲ $195,442
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$794,870$990,312▲ $195,442
Total Liabilities and Net Assets / Fund Balance$1,564,620$1,740,569▲ $175,949

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,396$192,427$196,823

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$97,507$4,047-$25,079$76,475
2013$128,881$31,120-$62,494$97,507
2012$208,566$24,317-$104,002$128,881
2011$235,640$24,905-$51,979$208,566
2010$137,520$130,272-$32,152$235,640
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gale GarriottExecutive DirectorFT$168,472$32,924$201,396
Verenda SmithDeputy DirectorFT$145,272$31,133$176,405
Jonathan LyonSenior Manager- Tax TechnologyFT$132,251$41,230$173,481

Board Members and Trustees

NameTitle
David SullivanImmediate Past President
Michael ReissigPresident
Dawn CashFirst Vice President
Julie MageeSecond Vice President
Andy GerlachTrustee
Barbara BrohlTrustee
Cynthia BridgesTrustee
David RooseTrustee
Demesia PadillaTrustee
Ed MorganTrustee
John MollenkampTrustee
Ken RobertsTrustee
Mary PetersonTrustee
Nonie ManionTrustee
Rick ChandlerTrustee
Rick ReamesTrustee
Thomas MillerTrustee
Kevin SullivanSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Trac Iii Systems LLCIt ConsultingPO BOX 47, Mount Horeb, WI 53572$104,000
Revenue and Support

Revenue Composition

Contributions and Grants
$1,351,936
Program Service Revenue
$1,248,279
Investment Income
$3,777
Other Revenue
$0
Change in Net Assets
$195,442

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,603,992
Total Revenue per Audited Statements
$2,603,992
Total Revenue per Form 990
$2,603,992
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,251,893
Salaries, Compensation, and Employee Benefits$1,156,657
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$844,489$750$0$845,239
Other Salaries and Wages$603,163$123,445$0$726,608
Current Officers, Directors, Trustees, and Key Employees$92,310$138,466-$230,776
Occupancy$100,620$35,353$0$135,973
Office Expenses-$90,348$0$90,348
Travel-$75,354$0$75,354
Other Employee Benefits$59,604$14,791$0$74,395
Pension Plan Contributions$53,973$9,988$0$63,961
Payroll Taxes$45,079$15,838$0$60,917
Fees for Services Legal-$52,788$0$52,788
Fees for Services Accounting-$30,335$0$30,335
Other Expenses-$6,315-$6,315
Depreciation Depletion-$5,267$0$5,267
Insurance-$5,070$0$5,070
Fees for Services Other-$2,954-$2,954
Total Functional Expenses$1,799,238$609,312$0$2,408,550

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,408,550
Total Expenses per Audited Statements$2,408,550
Total Expenses per Form 990$2,408,550
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section A, Lines 6 & 7A

“The organization has member states, which annually elect members of the board of trustees.”

Part VI, Section B, Line 11B

“Form 990 is reviewed by the executive director prior to being filed with the internal revenue service.”

Part VI, Section B, Line 15

“The compensation of the Executive Director is the product of an approval process that is initiated, carried out, and monitored by the Board of Trustees. All other compensation amounts are the responsibility of the Executive Director.”

Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request. The organization has not adopted a written conflict of interest policy.”

Filing and Contact Details

Filer

Filer Name
Federation of Tax Administrators
EIN
36-2327263
In Care Of
% CAROL FAULB
Phone
2026245890
Address
444 NORTH CAPITOL STREET NW 348, WASHINGTON, DC 20001

Signing Officer

Name
Gale Garriott
Title
Executive Director
Phone
2026245890
Signed
2016-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gale Garriott
Formed
1937
Legal Domicile
Dc
Voting Board Members
18
Independent Board Members
18
Employees
10

Preparer

Firm
Cohnreznick Llp
Address
8000 TOWERS CRESCENT DRIVE 1000, TYSONS, VA 22182
Preparer
Hartwell Philips Jr CPA
Phone
7037446700
Supplemental Narrative

Financial Statement Notes

Fin 48 Footnote

“The federation believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The federation records any accrued interest and associated penalites for uncertain tax positions within supporting services - management and general expenses on the statement of activities in the period such uncertain tax positions arise. There was no unrelated business income during the years ended june 30, 2015 and june 30, 2014; therefore, there is no provision in these financial statements for income taxes or interest and penalties related to unrecognized tax benefits. Tax years prior to 2011 are no longer subject to examination by the internal revenue service or the district of columbia.”

Schd D, Pt V, L4

“The Federation's Board of Trustees has designated certain funds for use in the Motor Fuel Tax and Tobacco Tax programs.”

Raw XML AppendixShowing 400 of 705 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm5KEN ROBERTS
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IRS990/Form990PartVIISectionAGrp/PersonNm7MARY PETERSON
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IRS990/Form990PartVIISectionAGrp/PersonNm18GALE GARRIOTT
IRS990/Form990PartVIISectionAGrp/PersonNm19JONATHAN LYON
IRS990/Form990PartVIISectionAGrp/PersonNm20VERENDA SMITH
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2FIRST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECOND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19SENIOR MANAGER- TAX TECHNOLOGY
IRS990/Form990PartVIISectionAGrp/TitleTxt20DEPUTY DIRECTOR
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
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IRS990/GovernmentGrantsAmt01351936
IRS990/GrantsPayableGrp/BOYAmt00
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/IncludeFIN48FootnoteInd0true
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/FundraisingAmt00
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IRS990/InsuranceGrp/TotalAmt05070
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IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt03777
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03777
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt04396
IRS990/LandBldgEquipCostOrOtherBssAmt0196823
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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO IMPROVE THE TECHNIQUES OF TAX ADMINISTRATORS AND THE WORK OF THEIR PROFESSION, AND TO ADVANCE STANDARDS OF TAX ADMINISTRATION.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt059604
IRS990/OtherEmployeeBenefitsGrp/TotalAmt074395
IRS990/OtherExpensesGrp/Desc0REGISTRATION FEES
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IRS990/OtherExpensesGrp/TotalAmt02250
IRS990/OtherExpensesGrp/TotalAmt16315
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0726608
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IRS990/PayrollTaxesGrp/ProgramServicesAmt045079
IRS990/PayrollTaxesGrp/TotalAmt060917
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt053973
IRS990/PensionPlanContributionsGrp/TotalAmt063961
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt040098
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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1511190

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,740,569
Liabilities
$750,257
Net assets
$990,312
Revenue
$2,603,992
Expenses
$2,408,550
Net income
$195,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.04$1.39$2.65$4.86$4.82$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.95$1.25$2.70$4.37$4.02$0.34
2022Detailed filing. Detailed filing data is available for this year.$3.11$0.75$2.35$3.14$2.76$0.38
2021Detailed filing. Detailed filing data is available for this year.$2.58$0.57$2.01$1.71$1.76$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.64$0.64$2.00$2.87$2.82$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.07$1.09$1.99$3.52$3.08$0.44
2018Detailed filing. Detailed filing data is available for this year.$2.46$0.93$1.53$3.06$2.76$0.30
2017Detailed filing. Detailed filing data is available for this year.$2.10$0.84$1.26$2.79$2.72$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.95$0.76$1.18$2.61$2.42$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.75$0.99$2.60$2.41$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.77$0.79$2.45$2.34$0.11