Civic Intelligence

National Association of Tax Professionals Inc

EIN 38-2837210 • 501(c)6 • Holland, MI

PO Box 1334Holland, MI 49422

www.minatp.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

67th percentile

7.9%

Faster asset growth than 67% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

43rd percentile

-4.6%

Faster revenue growth than 43% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$123,640

Up $9,044 (+7.9%) from 2024

Liabilities

Down

$0

Down $5,647 (-100%) from 2024

Net Assets

Up

$123,640

Up $14,691 (+13%) from 2024

Revenue

Down

$74,735

Down $3,627 (-4.6%) from 2024

Expenses

Down

$60,025

Down $7,159 (-11%) from 2024

Net Income

Up

$14,710

Up $3,532 (+32%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2011: $58,034Liabilities 2011: $513Net Assets 2011: $57,5212011Assets 2012: $93,339Liabilities 2012: $13,805Net Assets 2012: $79,5342012Assets 2013: $95,849Liabilities 2013: $14,559Net Assets 2013: $81,2902013Assets 2014: $86,114Liabilities 2014: $663Net Assets 2014: $85,4512014Assets 2015: $85,347Liabilities 2015: $0Net Assets 2015: $85,3472015Assets 2016: $79,373Liabilities 2016: $0Net Assets 2016: $79,3732016Assets 2017: $71,523Liabilities 2017: $470Net Assets 2017: $71,0532017Assets 2018: $59,312Liabilities 2018: $814Net Assets 2018: $58,4982018Assets 2019: $60,516Liabilities 2019: $292Net Assets 2019: $60,2242019Assets 2020: $73,588Liabilities 2020: -$451Net Assets 2020: $74,0392020Assets 2021: $79,707Liabilities 2021: -$533Net Assets 2021: $80,2402021Assets 2022: $97,599Liabilities 2022: $0Net Assets 2022: $97,5992022Assets 2023: $108,172Liabilities 2023: $10,401Net Assets 2023: $97,7712023Assets 2024: $114,596Liabilities 2024: $5,647Net Assets 2024: $108,9492024Assets 2025: $123,640Liabilities 2025: $0Net Assets 2025: $123,6402025

Highlighted filing

2025

Assets$123,640
Liabilities$0
Net Assets$123,640

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $94,3302011Revenue 2012: $117,861Expenses 2012: $95,419Net Income 2012: $22,4422012Revenue 2013: $126,167Expenses 2013: $124,420Net Income 2013: $1,7472013Revenue 2014: $110,869Expenses 2014: $106,708Net Income 2014: $4,1612014Revenue 2015: $118,186Expenses 2015: $119,077Net Income 2015: -$8912015Revenue 2016: $101,011Expenses 2016: $106,814Net Income 2016: -$5,8032016Revenue 2017: $119,950Expenses 2017: $126,344Net Income 2017: -$6,3942017Revenue 2018: $96,224Expenses 2018: $108,025Net Income 2018: -$11,8012018Revenue 2019: $111,030Expenses 2019: $97,736Net Income 2019: $13,2942019Revenue 2020: $96,718Expenses 2020: $82,903Net Income 2020: $13,8152020Revenue 2021: $20,738Expenses 2021: $14,537Net Income 2021: $6,2012021Revenue 2022: $51,945Expenses 2022: $34,586Net Income 2022: $17,3592022Revenue 2023: $57,669Expenses 2023: $56,552Net Income 2023: $1,1172023Revenue 2024: $78,362Expenses 2024: $67,184Net Income 2024: $11,1782024Revenue 2025: $74,735Expenses 2025: $60,025Net Income 2025: $14,7102025

Highlighted filing

2025

Revenue$74,735
Expenses$60,025
Net Income$14,710

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.75$0.60$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.06$1.09$0.78$0.67$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.10$0.98$0.58$0.57$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$0.52$0.35$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.01$0.80$0.21$0.15$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.97$0.83$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.60$1.11$0.98$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.01$0.58$0.96$1.08$0.12
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.71$1.20$1.26$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$1.01$1.07$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.18$1.19$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.01$0.85$1.11$1.07$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.15$0.81$1.26$1.24$0.02
2012Summary only. Only limited summary data is available for this year.$0.93$0.14$0.80$1.18$0.95$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.01$0.58$0.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 5, 2026
Return Version
2024v5.2
Gross Receipts
$74,735
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$108,949$123,640▲ $14,691
Savings and Temporary Cash Investments$79,070$81,043▲ $1,973
Cash and Non-Interest-Bearing Accounts$11,329$32,559▲ $21,230
Land, Buildings, and Equipment, Net$6,895$6,229▼ $666
Prepaid Expenses and Deferred Charges$100$2,423▲ $2,323
Accounts Receivable$17,202$1,386▼ $15,816
Total Assets$114,596$123,640▲ $9,044
Liabilities
Accounts Payable and Accrued Expenses$5,647--
Total Liabilities$5,647$0▼ $5,647
Net Assets / Fund Balance
Total Net Assets Fund Balance$108,949$123,640▲ $14,691
Total Liabilities and Net Assets / Fund Balance$114,596$123,640▲ $9,044

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$502$101-
Equipment$5,727$24,382-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marilyn MeredithPresident
Rick StompsVice-president
Amanda Beck-haneyDirector
Glen MitchellDirector
Jill SchneiderDirector
Jon GarlickDirector
Kathy SmithDirector
Larry ZimblerDirector
Leslie EcholsDirector
Randy ClarkDirector
Roger VossDirector
Sheila WeigoldDirector
Susan CullenDirector
Sylvia CollinsDirector
Becky VandortTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,781
Program Service Revenue
$64,954
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$14,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,025
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$7,140--$7,140
Travel$4,091--$4,091
Depreciation Depletion$1,169$101-$1,270
Other Expenses$1,000--$1,000
Insurance$424--$424
All Other Expenses$20--$20
Total Functional Expenses$59,924$101$0$60,025
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

Two of the directors, Marilyn Meredith and Glen Mitchell, are brother and sister.

Organizational document changes Part VI line 4

Our bylaws were updated by member vote held electronically at 2023 calendar year-end. Changes had been requested by NATP national organization. The changes included clarification of director terms, review and removal procedures. Changes made to the bylaws are available to the public via our website.

Members or stockholder classes and rights Part VI line 6

Members must approve changes to the organizations by-laws and policy issues related to the Board of Directors.

Member election for additional members Part VI line 7A

Members elect directors at the annual membership meeting held in May or June of each year.

Governing body decisions Part VI line 7B

Board members review and comment on the final filing copy of Form 990 and attachments.

Form 990 governing body review Part VI line 11

The final copy of Form 990 and attachments is circulated among board members either in person, at a meeting, or by e-mail.

Governing documents etc available to public Part VI line 19

The documents required by law to be available are available upon request. Documents not required by law to be available for review are not made available. Annual financial statements are distributed to members in attendance at the annual membership meeting. Policies and financial statements are not made available to the general public.

Filing and Contact Details

Filer

Filer Name
Michigan Chapter of the National
EIN
38-2837210
In Care Of
% BECKY VANDORT
Address
PO BOX 1334, Holland, MI 49422
Doing Business As
Association of Tax Professiona

Signing Officer

Name
Becky Vandort
Title
Treasurer
Phone
6166445684
Signed
2026-02-05
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Mi
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
Vdta
Address
PO Box 1334, Holland, MI 49422
Preparer
Becky Vandort
Phone
6168406352
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

Other expense is a state entity filing fee.

General explanation attachment

The chapter sponsors a statewide charitable organization. Each year the charity is selected and contributions to that charity are solicited at chapter events. The chapter matches contributions up to $1,000. The chapter has a government liaison committee to enhance the relationship of the chapter and tax professionals with state and local tax administrative offices, as well as working with the IRS stakeholder liaison. Meetings are conducted and support is provided for training and informational events held by the government officials.

Raw XML AppendixShowing 400 of 409 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/ProgSrvcAccomActy2Grp/Desc0Reference materials were made available to members for purchase from a commercial publisher at a significant discount. In addition rebates from the sale of reference materials to members were received by the chapter from the commercial publishers.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Two of the directors, Marilyn Meredith and Glen Mitchell, are brother and sister.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Our bylaws were updated by member vote held electronically at 2023 calendar year-end. Changes had been requested by NATP national organization. The changes included clarification of director terms, review and removal procedures. Changes made to the bylaws are available to the public via our website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members must approve changes to the organizations by-laws and policy issues related to the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Members elect directors at the annual membership meeting held in May or June of each year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board members review and comment on the final filing copy of Form 990 and attachments.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The final copy of Form 990 and attachments is circulated among board members either in person, at a meeting, or by e-mail.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The documents required by law to be available are available upon request. Documents not required by law to be available for review are not made available. Annual financial statements are distributed to members in attendance at the annual membership meeting. Policies and financial statements are not made available to the general public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other expense is a state entity filing fee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8The chapter sponsors a statewide charitable organization. Each year the charity is selected and contributions to that charity are solicited at chapter events. The chapter matches contributions up to $1,000. The chapter has a government liaison committee to enhance the relationship of the chapter and tax professionals with state and local tax administrative offices, as well as working with the IRS stakeholder liaison. Meetings are conducted and support is provided for training and informational events held by the government officials.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Organizational document changes Part VI line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List of other expenses Part IX line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8General explanation attachment
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