Civic Intelligence

National Association of Tax

EIN 39-1342053 • 501(c)6 • Appleton, WI

Profile

The national association of tax professionals is a membership based organization serving tax professionals providing education, publications, products and services related to the tax preparation profession.

3517 N Mccarthy RdAppleton, WI 54913-8780

www.natptax.com

Siviq Scores

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

Liabilities / Assets

71st percentile

0.41x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.46x

Higher debt load relative to revenue than 58% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Net Margin

28th percentile

-1.4%

Higher net margin than 28% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$471,209

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

501(c)6 • $10M-$25M nonprofits • Source year 2024

Asset Growth

33rd percentile

1.6%

Faster asset growth than 33% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

5.9%

Faster revenue growth than 49% of similar nonprofits.

501(c)6 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$14,865,736

Up $237,309 (+1.6%) from 2023

Liabilities

Up

$6,126,170

Up $122,405 (+2.0%) from 2023

Net Assets

Up

$8,739,566

Up $114,904 (+1.3%) from 2023

Revenue

Up

$13,188,463

Up $730,134 (+5.9%) from 2023

Expenses

Up

$13,371,865

Up $865,404 (+6.9%) from 2023

Net Income

Down

-$183,402

Down $135,270 (-281%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $7,410,237Liabilities 2011: $2,890,319Net Assets 2011: $4,519,9182011Assets 2012: $7,696,905Liabilities 2012: $3,530,603Net Assets 2012: $4,166,3022012Assets 2013: $7,357,828Liabilities 2013: $3,405,799Net Assets 2013: $3,952,0292013Assets 2014: $7,670,887Liabilities 2014: $3,142,970Net Assets 2014: $4,527,9172014Assets 2015: $7,996,400Liabilities 2015: $3,079,334Net Assets 2015: $4,917,0662015Assets 2016: $9,658,309Liabilities 2016: $4,051,425Net Assets 2016: $5,606,8842016Assets 2017: $10,765,737Liabilities 2017: $5,287,779Net Assets 2017: $5,477,9582017Assets 2018: $10,923,931Liabilities 2018: $5,142,815Net Assets 2018: $5,781,1162018Assets 2019: $11,163,143Liabilities 2019: $5,436,539Net Assets 2019: $5,726,6042019Assets 2020: $12,954,286Liabilities 2020: $6,088,284Net Assets 2020: $6,866,0022020Assets 2021: $15,322,195Liabilities 2021: $6,382,755Net Assets 2021: $8,939,4402021Assets 2022: $14,267,575Liabilities 2022: $6,369,895Net Assets 2022: $7,897,6802022Assets 2023: $14,628,427Liabilities 2023: $6,003,765Net Assets 2023: $8,624,6622023Assets 2024: $14,865,736Liabilities 2024: $6,126,170Net Assets 2024: $8,739,5662024

Highlighted filing

2024

Assets$14,865,736
Liabilities$6,126,170
Net Assets$8,739,566

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $7,820,532Expenses 2011: $8,188,674Net Income 2011: -$368,1422011Revenue 2012: $8,963,501Expenses 2012: $9,010,985Net Income 2012: -$47,4842012Revenue 2013: $8,733,217Expenses 2013: $9,129,807Net Income 2013: -$396,5902013Revenue 2014: $9,043,597Expenses 2014: $8,493,770Net Income 2014: $549,8272014Revenue 2015: $9,216,064Expenses 2015: $8,581,515Net Income 2015: $634,5492015Revenue 2016: $9,429,637Expenses 2016: $8,999,898Net Income 2016: $429,7392016Revenue 2017: $9,067,186Expenses 2017: $9,413,486Net Income 2017: -$346,3002017Revenue 2018: $10,374,789Expenses 2018: $9,764,258Net Income 2018: $610,5312018Revenue 2019: $10,380,538Expenses 2019: $10,161,564Net Income 2019: $218,9742019Revenue 2020: $8,637,127Expenses 2020: $7,862,511Net Income 2020: $774,6162020Revenue 2021: $11,606,289Expenses 2021: $9,977,371Net Income 2021: $1,628,9182021Revenue 2022: $12,174,297Expenses 2022: $11,819,048Net Income 2022: $355,2492022Revenue 2023: $12,458,329Expenses 2023: $12,506,461Net Income 2023: -$48,1322023Revenue 2024: $13,188,463Expenses 2024: $13,371,865Net Income 2024: -$183,4022024

Highlighted filing

2024

Revenue$13,188,463
Expenses$13,371,865
Net Income-$183,402

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$6.13$8.74$13.2$13.4$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$6.00$8.62$12.5$12.5$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$6.37$7.90$12.2$11.8$0.36
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$6.38$8.94$11.6$9.98$1.63
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$6.09$6.87$8.64$7.86$0.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$5.44$5.73$10.4$10.2$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$5.14$5.78$10.4$9.76$0.61
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$5.29$5.48$9.07$9.41$0.35
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.66$4.05$5.61$9.43$9.00$0.43
2015Detailed filing. Detailed filing data is available for this year.$8.00$3.08$4.92$9.22$8.58$0.63
2014Summary only. Only limited summary data is available for this year.$7.67$3.14$4.53$9.04$8.49$0.55
2013Summary only. Only limited summary data is available for this year.$7.36$3.41$3.95$8.73$9.13$0.40
2012Summary only. Only limited summary data is available for this year.$7.70$3.53$4.17$8.96$9.01$0.05
2011Summary only. Only limited summary data is available for this year.$7.41$2.89$4.52$7.82$8.19$0.37