Civic Intelligence

Tax Coalition Co Allison Shuster Pacific Life

990EZ • Fiscal year 2018 • EIN 52-1314532

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 28, 2019

701 8th Street NW No 610Washington, DC 20001

(202) 220-2078

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

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

Liabilities / Revenue

47th percentile

0.00x

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

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

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

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

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

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

Asset Growth

77th percentile

19%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

48th percentile

-0.0%

Faster revenue growth than 48% of similar nonprofits.

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

Assets

Up

$69,996

Up $11,269 (+19%) from 2017

Net Assets

Up

$69,996

Up $11,269 (+19%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$85,541

Down $40 (-0.0%) from 2017

Expenses

Down

$74,272

Down $10,098 (-12%) from 2017

Net Income

Up

$11,269

Up $10,058 (+831%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $93,820Liabilities 2010: $0Net Assets 2010: $93,8202010Assets 2011: $94,144Liabilities 2011: $0Net Assets 2011: $94,1442011Assets 2012: $83,011Liabilities 2012: $0Net Assets 2012: $83,0112012Assets 2013: $70,577Liabilities 2013: $0Net Assets 2013: $70,5772013Assets 2014: $68,683Liabilities 2014: $0Net Assets 2014: $68,6832014Assets 2015: $63,388Liabilities 2015: $0Net Assets 2015: $63,3882015Assets 2016: $57,516Liabilities 2016: $0Net Assets 2016: $57,5162016Assets 2017: $58,727Liabilities 2017: $0Net Assets 2017: $58,7272017Assets 2018: $69,996Liabilities 2018: $0Net Assets 2018: $69,9962018Assets 2019: $69,284Liabilities 2019: $0Net Assets 2019: $69,2842019Assets 2020: $80,230Liabilities 2020: $0Net Assets 2020: $80,2302020Assets 2021: $79,104Liabilities 2021: $0Net Assets 2021: $79,1042021Assets 2022: $84,149Liabilities 2022: $0Net Assets 2022: $84,1492022Assets 2023: $83,660Liabilities 2023: $0Net Assets 2023: $83,6602023Assets 2024: $88,195Liabilities 2024: $0Net Assets 2024: $88,1952024

Highlighted filing

2018

Assets$69,996
Liabilities$0
Net Assets$69,996

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $85,6522010Expenses 2011: $90,5072011Expenses 2012: $78,3882012Revenue 2013: $72,151Expenses 2013: $84,585Net Income 2013: -$12,4342013Revenue 2014: $94,606Expenses 2014: $96,136Net Income 2014: -$1,5302014Revenue 2015: $86,381Expenses 2015: $91,676Net Income 2015: -$5,2952015Revenue 2016: $79,536Expenses 2016: $85,407Net Income 2016: -$5,8712016Revenue 2017: $85,581Expenses 2017: $84,370Net Income 2017: $1,2112017Revenue 2018: $85,541Expenses 2018: $74,272Net Income 2018: $11,2692018Revenue 2019: $69,277Expenses 2019: $69,989Net Income 2019: -$7122019Revenue 2020: $30,829Expenses 2020: $19,883Net Income 2020: $10,9462020Revenue 2021: $15,879Expenses 2021: $17,005Net Income 2021: -$1,1262021Revenue 2022: $20,487Expenses 2022: $15,442Net Income 2022: $5,0452022Revenue 2023: $42,354Expenses 2023: $42,843Net Income 2023: -$4892023Revenue 2024: $57,761Expenses 2024: $53,226Net Income 2024: $4,5352024

Highlighted filing

2018

Revenue$85,541
Expenses$74,272
Net Income$11,269
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 28, 2019
Return Version
2018v3.1
Gross Receipts
$85,541
Mission and Program Overview

Mission

Provide a forum for the exchange of ideas among professionals involved in the federal tax policymaking.

Program Services

DescriptionGrantsExpenses
THE TAX COALITION PROVIDES A FORUM FOR THE EXCHANGE OF IDEAS AMONG PROFESSIONALS INVOLVED IN FEDERAL TAX POLICYMAKING.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIZ VARLEYCo-Chair, Private Sector-$0--
ARUNA KALYANAMCo-Chair, Public Sector-$0--
MICHELLE DIMAROBVice Chair, Private Sector-$0--
NATALIE KAMPHAUSVice Chair, Public Sector-$0--
STORME SIXEASTreasurerPT$0--
ALIYA WONGSecretaryPT$0--
LORI ZIEBARTBoard Member-$0--
BRIDGET HAGENBoard Member-$0--
CAMERON ARTERTONBoard Member-$0--
ALLISON SHUSTERBoard Member-$0--
VICTORIA GLOVERBoard Member-$0--
LAUREN SOLTANIBoard Member-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Tax Coalition
EIN
52-1314532
Phone
2022202078
Address
701 8TH STREET NW NO 610, WASHINGTON, DC 20001

Signing Officer

Name
Aliya Robinson
Title
Treasurer
Phone
2022202078
Signed
2019-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
9801 WASHINGTONIAN BLVD STE 500, GAITHERSBURG, MD 20878
Preparer
William E Turco CPA
Phone
3012963600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 73.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: monthly meetings. Amount: 31,771. Description: annual reception. Amount: 14,400. Description: issues forum. Amount: 7,310. Description: board expenses. Amount: 2,073. Description: office expenses. Amount: 45. Description: paypal fees. Amount: 1,912. Description: sandwich seminar. Amount: 718. Description: website. Amount: 1,262. Description: corporate registration. Amount: 80. Description: insurance. Amount: 875. Description: other expenses. Amount: 388. Total to form 990-ez, line 16: 60,834.

Raw XML Appendix170 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALEXANDRIA
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE DIMAROB
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALIYA WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LORI ZIEBART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRIDGET HAGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CAMERON ARTERTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ALLISON SHUSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10VICTORIA GLOVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LAUREN SOLTANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-CHAIR, PRIVATE SECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-CHAIR, PUBLIC SECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE CHAIR, PRIVATE SECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE CHAIR, PUBLIC SECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt060834
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE A FORUM FOR THE EXCHANGE OF IDEAS AMONG PROFESSIONALS INVOLVED IN THE FEDERAL TAX POLICYMAKING.
IRS990EZ/ProgramServiceRevenueAmt068098
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TAX COALITION PROVIDES A FORUM FOR THE EXCHANGE OF IDEAS AMONG PROFESSIONALS INVOLVED IN FEDERAL TAX POLICYMAKING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SubjectToProxyTaxInd01
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt074272
IRS990EZ/TotalRevenueAmt085541
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TAXCOALITION.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 73.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MONTHLY MEETINGS. AMOUNT: 31,771. DESCRIPTION: ANNUAL RECEPTION. AMOUNT: 14,400. DESCRIPTION: ISSUES FORUM. AMOUNT: 7,310. DESCRIPTION: BOARD EXPENSES. AMOUNT: 2,073. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 45. DESCRIPTION: PAYPAL FEES. AMOUNT: 1,912. DESCRIPTION: SANDWICH SEMINAR. AMOUNT: 718. DESCRIPTION: WEBSITE. AMOUNT: 1,262. DESCRIPTION: CORPORATE REGISTRATION. AMOUNT: 80. DESCRIPTION: INSURANCE. AMOUNT: 875. DESCRIPTION: OTHER EXPENSES. AMOUNT: 388. TOTAL TO FORM 990-EZ, LINE 16: 60,834.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALIYA ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02022202078
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAX COALITION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ALIYA ROBINSON ERISA INDUSTRY COMMI
ReturnHeader/Filer/BusinessNameControlTxt0TAXC
ReturnHeader/Filer/EIN0521314532
ReturnHeader/Filer/PhoneNum02022202078
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 8TH STREET NW NO 610
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.98.98.133
ReturnHeader/FilingSecurityInformation/IPDt02019-10-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm020:48:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09801 WASHINGTONIAN BLVD STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAITHERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020878
ReturnHeader/PreparerPersonGrp/PhoneNum03012963600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E TURCO CPA
ReturnHeader/ReturnTs02019-10-30T11:21:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$88.2$0.00$88.2$57.8$53.2$4.54
2023Detailed filing. Detailed filing data is available for this year.$83.7$0.00$83.7$42.4$42.8$0.49
2022Detailed filing. Detailed filing data is available for this year.$84.1$0.00$84.1$20.5$15.4$5.05
2021Detailed filing. Detailed filing data is available for this year.$79.1$0.00$79.1$15.9$17.0$1.13
2020Detailed filing. Detailed filing data is available for this year.$80.2$0.00$80.2$30.8$19.9$10.9
2019Detailed filing. Detailed filing data is available for this year.$69.3$0.00$69.3$69.3$70.0$0.71
2018Detailed filing. Detailed filing data is available for this year.$70.0$0.00$70.0$85.5$74.3$11.3
2017Detailed filing. Detailed filing data is available for this year.$58.7$0.00$58.7$85.6$84.4$1.21
2016Detailed filing. Detailed filing data is available for this year.$57.5$0.00$57.5$79.5$85.4$5.87
2015Detailed filing. Detailed filing data is available for this year.$63.4$0.00$63.4$86.4$91.7$5.30
2014Detailed filing. Detailed filing data is available for this year.$68.7$0.00$68.7$94.6$96.1$1.53
2013Detailed filing. Detailed filing data is available for this year.$70.6$0.00$70.6$72.2$84.6$12.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.0$0.00$83.0$78.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.1$0.00$94.1$90.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$93.8$0.00$93.8$85.7