INSTITUTE FOR PROFESSIONALS IN TAXATION

Address
1200 ABERNATHY RD NE BLDG 600 NO L2
ATLANTA, GA 303281040
Contact
Website: http://www.ipt.org
Phone: +1 (404) 240-2300
Nonprofit
NTEE: W192 - Public support and societal benefit
EIN: 52-1396078

Mission

THE INSTITUTE FOR PROFESSIONALS IN TAXATION IS DEDICATED TO FOSTERING THE PROFESSIONALIZATION OF ITS MEMBERS, TO PROMOTING THE UNIFORM AND EQUITABLE ADMINISTRATION OF AD VALOREM TAXATION AND OTHER FORMS OF STATE AND LOCAL TAXATION AND TO MINIMIZING THE COSTS OF ADMINISTRATION AND COMPLIANCE.
 20172016201520142013
Basic features of the organization
Year of formation1976
Subsection code03
PF filing required0    
Metropolitan statistical area0520
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$255,934.00$793,931.00$272,835.00$261,176.00$245,730.00
Sum of reportable (W2/1099) compensation$692,780.00$678,780.00$676,054.00$800,026.00$764,800.00
Number of employees1617171619
Number of people compensated >$100k44455
Number of volunteers00000
Number of highly compensated contractors00000
Personnel
Bennett, Arthur
TitleIMMEDIATE PAST PRESIDENT (P)IMMEDIATE PAST PRESIDENTIMMEDIATE PAST PRESIDENTPRESIDENTSECOND VICE PRESIDENT
Name of key/compensated personARTHUR E BENNETTARTHUR E BENNETTARTHUR E BENNETTARTHUR E BENNETTARTHUR E BENNETT
Position of compensated person
Current officerTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Carpenter, Carolyn
Title BOARD OF GOVERNORS (P)Board of GovernorsBOARD OF GOVERNORS 
Name of key/compensated person CAROLYN L CARPENTERCAROLYN L CARPENTERCAROLYN L CARPENTER 
Position of compensated person
Average hours per week working for org 2.002.002.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Caruthers, Kyle
Title    BOARD OF GOVERNORS
Name of key/compensated person    KYLE CARUTHERS
Position of compensated person
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Dickson, Margaret
TitleCHIEF FINANCIAL OFFICERCHIEF FINANCIAL OFFICERCHIEF FINANCIAL OFFICERCHIEF FINANCIAL OFFICERCHIEF FINANCIAL OFFICER
Name of key/compensated personMARGARET DICKSONMARGARET DICKSONMARGARET DICKSONMARGARET DICKSONMARGARET DICKSON
Position of compensated person
Average hours per week working for org37.5037.5037.5037.5037.50
Reportable compensation from org$136,016.00$133,516.00$129,266.00$123,766.00$115,666.00
Other comp, non-reportable, from org and related orgs$41,927.00$29,906.00$32,622.00$33,134.00$32,890.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Falcone, Linda
Title    IMMEDIATE PAST PRESIDENT
Name of key/compensated person    LINDA A FALCONE
Position of compensated person
Current officer    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Fisher, Leslie
TitleBOARD OF GOVERNORS (P)BOARD OF GOVERNORSBoard of GovernorsBOARD OF GOVERNORS 
Name of key/compensated personLESLIE S FISHERLESLIE S FISHERLESLIE S FISHERLESLIE S FISHER 
Position of compensated person
Average hours per week working for org2.002.002.002.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Goldman, Robert
TitlePRESIDENTFIRST VICE PRESIDENT   
Name of key/compensated personROBERT S GOLDMANROBERT S GOLDMAN   
Position of compensated person
Current officerTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Grant, Garfield
Title BOARD OF GOVERNORS (P)Board of GovernorsBOARD OF GOVERNORS 
Name of key/compensated person GARFIELD A GRANTGARFIELD A GRANTGARFIELD A GRANT 
Position of compensated person
Average hours per week working for org 2.002.002.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Hall, Christopher
TitleBOARD OF GOVERNORSBOARD OF GOVERNORS  BOARD OF GOVERNORS
Name of key/compensated personCHRISTOPHER S HALLCHRISTOPHER S HALL  CHRISTOPHER S HALL
Position of compensated person
Average hours per week working for org2.002.00  2.00
Reportable compensation from org$0.00$0.00  $0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00  $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00  $0.00
Hutcheson, Mark
TitleBOARD OF GOVERNORSBOARD OF GOVERNORS   
Name of key/compensated personMARK S HUTCHESONMARK S HUTCHESON   
Position of compensated person
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Izumi, Rick
TitleFIRST VICE PRESIDENTSECOND VICE PRESIDENTBoard of Governors (P)BOARD OF GOVERNORSBOARD OF GOVERNORS
Name of key/compensated personRICK H IZUMIRICK H IZUMIRICK H IZUMIRICK H IZUMIRICK H IZUMI
Position of compensated person
Current officerTrueTrue   
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Jernigan, Donna
Title    BOARD OF GOVERNORS
Name of key/compensated person    DONNA LEE JERNIGAN
Position of compensated person
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Johnson, Rick
TitleBOARD OF GOVERNORSBOARD OF GOVERNORSBoard of Governors  
Name of key/compensated personRICK L JOHNSONRICK L JOHNSONRick L Johnson  
Position of compensated person
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Kaigler, Bridget
TitleBOARD OF GOVERNORS    
Name of key/compensated personBRIDGET KAIGLER    
Position of compensated person
Average hours per week working for org2.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Klika, Arelene
Title   IMMEDIATE PAST PRESIDENTFIRST VICE PRESIDENT
Name of key/compensated person   ARELENE M KLIKAARELENE M KLIKA
Position of compensated person
Current officer   TrueTrue
Average hours per week working for org   2.002.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Landry, Keith
Title   STATE TAX COUNSELSTATE TAX COUNSEL
Name of key/compensated person   KEITH G LANDRYKEITH G LANDRY
Position of compensated person
Average hours per week working for org   37.5037.50
Reportable compensation from org   $145,466.00$145,294.00
Other comp, non-reportable, from org and related orgs   $36,705.00$26,534.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Levan, David
TitleBOARD OF GOVERNORSBOARD OF GOVERNORSBoard of Governors  
Name of key/compensated personDAVID H LEVANDAVID H LEVANDavid H LeVan  
Position of compensated person
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Lohman, Janette
TitleSECOND VICE PRESIDENT    
Name of key/compensated personJANETTE LOHMAN    
Position of compensated person
Current officerTrue    
Average hours per week working for org2.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Marsh, Kenneth
TitleBOARD OF GOVERNORS (P)BOARD OF GOVERNORSBoard of GovernorsBOARD OF GOVERNORSBOARD OF GOVERNORS
Name of key/compensated personKENNETH R MARSHKENNETH R MARSHKENNETH R MARSHKENNETH R MARSHKENNETH R MARSH
Position of compensated person
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Marshall, Malena
TitleBOARD OF GOVERNORS    
Name of key/compensated personMALENA MARSHALL    
Position of compensated person
Average hours per week working for org2.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
McConnell, William
Title    BOARD OF GOVERNORS
Name of key/compensated person    WILLIAM J MCCONNELL
Position of compensated person
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Muntifering, Chris
TitleEXECUTIVE DIRECTOREXECUTIVE DIRECTORSECOND VICE PRESIDENT (P)SECOND VICE PRESIDENTBOARD OF GOVERNORS
Name of key/compensated personCHRIS G MUNTIFERINGCHRIS G MUNTIFERINGCHRIS G MUNTIFERINGCHRIS G MUNTIFERINGCHRIS G MUNTIFERING
Position of compensated person
Current officer  TrueTrue 
Average hours per week working for org37.5037.502.002.002.00
Reportable compensation from org$227,500.00$230,000.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$28,434.00$18,400.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Naghavi, Faranak
Title  Board of Governors (P)BOARD OF GOVERNORSBOARD OF GOVERNORS
Name of key/compensated person  FARANAK NAGHAVIFARANAK NAGHAVIFARANAK NAGHAVI
Position of compensated person
Average hours per week working for org  2.002.002.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Nagy, Kellianne
TitleIMMEDIATE PAST PRESIDENTPRESIDENTFirst Vice President  
Name of key/compensated personKELLIANNE N NAGYKELLIANNE N NAGYKellianne N Nagy  
Position of compensated person
Current officerTrueTrueTrue  
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Nevarez, April
TitleBOARD OF GOVERNORSBOARD OF GOVERNORS   
Name of key/compensated personAPRIL M NEVAREZAPRIL M NEVAREZ   
Position of compensated person
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Nowlin, Jessica
TitleBOARD OF GOVERNORS    
Name of key/compensated personJESSICA NOWLIN    
Position of compensated person
Average hours per week working for org2.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
O'Connor, Charles
TitleA.E. DIRECTORA.E. DIRECTORA.E. DirectorA.E. DIRECTORA.E. DIRECTOR
Name of key/compensated personCHARLES O'CONNORCHARLES O'CONNORCharles O'ConnorCHARLES O'CONNORCHARLES O'CONNOR
Position of compensated person
Average hours per week working for org37.5037.5037.5037.5037.50
Reportable compensation from org$161,722.00$158,472.00$154,722.00$152,228.00$145,274.00
Other comp, non-reportable, from org and related orgs$35,073.00$25,514.00$25,917.00$28,716.00$25,314.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Pittler, Brenda
TitleA.E. DIRECTORA.E. DIRECTORA.E. DirectorA.E. DIRECTORA.E. DIRECTOR
Name of key/compensated personBRENDA PITTLERBRENDA PITTLERBrenda PittlerBRENDA PITTLERBRENDA PITTLER
Position of compensated person
Average hours per week working for org37.5037.5037.5037.5037.50
Reportable compensation from org$167,542.00$156,792.00$153,042.00$149,542.00$144,542.00
Other comp, non-reportable, from org and related orgs$35,960.00$24,958.00$27,992.00$27,808.00$28,326.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Shantz, Carolyn
TitleBOARD OF GOVERNORS (P)BOARD OF GOVERNORSBoard of GovernorsBOARD OF GOVERNORS 
Name of key/compensated personCAROLYN C SHANTZCAROLYN C SHANTZCAROLYN C SHANTZCAROLYN C SHANTZ 
Position of compensated person
Average hours per week working for org2.002.002.002.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Twomey, Tommy
TitleBOARD OF GOVERNORSBOARD OF GOVERNORSBoard of Governors  
Name of key/compensated personTOMMY L TWOMEY IITOMMY L TWOMEY IITommy L Twomey II  
Position of compensated person
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Vickers, Cass
Title  Executive DirectorEXECUTIVE DIRECTOREXECUTIVE DIRECTOR
Name of key/compensated person  CASS D VICKERSCASS D VICKERSCASS D VICKERS
Position of compensated person
Average hours per week working for org  37.5037.5037.50
Reportable compensation from org  $239,024.00$229,024.00$214,024.00
Other comp, non-reportable, from org and related orgs  $33,811.00$32,152.00$31,706.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Wagner, Andrew
Title  Board of Governors (P)BOARD OF GOVERNORSBOARD OF GOVERNORS
Name of key/compensated person  Andrew P WagnerANDREW P WAGNERANDREW P WAGNER
Position of compensated person
Average hours per week working for org  2.002.002.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Wells, Allan
Title SECOND VICE PRESIDENT (P)SECOND VICE PRESIDENTBOARD OF GOVERNORS 
Name of key/compensated person ALLAN J WELLSAllan J WellsALLAN J WELLS 
Position of compensated person
Current officer TrueTrue  
Average hours per week working for org 2.002.002.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Wilke, Paul
Title   PRESIDENT (P)PRESIDENT
Name of key/compensated person   PAUL A WILKEPAUL A WILKE
Position of compensated person
Current officer   TrueTrue
Average hours per week working for org   2.002.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Wilson, Margaret
Title PRESIDENT (P)PresidentFIRST VICE PRESIDENT 
Name of key/compensated person MARGARET C WILSONMargaret C WilsonMARGARET C WILSON 
Position of compensated person
Current officer TrueTrueTrue 
Average hours per week working for org 2.002.002.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTHE INSTITUTE IS DEDICATED TO FOSTERING AND PROMOTING UNIFORM AND EQUITABLE ADMINISTRATION OF STATE AND LOCAL TAXATION.THE INSTITUTE IS DEDICATED TO FOSTERING AND PROMOTING UNIFORM AND EQUITABLE ADMINISTRATION OF STATE AND LOCAL TAXATION.The Institute is dedicated to fostering and promoting uniform and equitable administration of State and Local Taxation.THE INSTITUTE IS DEDICATED TO FOSTERING AND PROMOTING UNIFORM AND EQUITABLE ADMINISTRATION OF STATE AND LOCAL TAXATION.THE INSTITUTE IS DEDICATED TO FOSTERING AND PROMOTING UNIFORM AND EQUITABLE ADMINISTRATION OF STATE AND LOCAL TAXATION.
Program service expenses, total$2,524,145.00$2,654,764.00$2,349,275.00$2,388,529.00$2,239,838.00
Programs, including revenue & expenses
ANNUAL CONFERENCE- TWO AND ONE-HALF DAY PROGRAM FOR ALL MEMBERS WHICH OFFERS A FORUM FOR DISCUSSION ON CURRENT ISSUES AND EDUCATIONAL SESSIONS FOR MEMBERS. PROMOTES THE EXCHANGE OF INFORMATION AMONG MEMBERS.
Program expenses$276,225.00$188,126.00$318,563.00$302,072.00$202,893.00
Program revenue$308,545.00$231,975.00$373,010.00$314,713.00$308,195.00
Program descriptionANNUAL CONFERENCE- TWO AND ONE-HALF DAY PROGRAM FOR ALL MEMBERS WHICH OFFERS A FORUM FOR DISCUSSION ON CURRENT ISSUES AND EDUCATIONAL SESSIONS FOR MEMBERS. PROMOTES THE EXCHANGE OF INFORMATION AMONG MEMBERS.ANNUAL CONFERENCE- TWO AND ONE-HALF DAY PROGRAM FOR ALL MEMBERS WHICH OFFERS A FORUM FOR DISCUSSION ON CURRENT ISSUES AND EDUCATIONAL SESSIONS FOR MEMBERS. PROMOTES THE EXCHANGE OF INFORMATION AMONG MEMBERS.Annual Conference- two and one-half day program for all members which offers a forum for discussion on current issues and educational sessions for members. Promotes the exchange of information among members.ANNUAL CONFERENCE- TWO AND ONE-HALF DAY PROGRAM FOR ALL MEMBERS WHICH OFFERS A FORUM FOR DISCUSSION ON CURRENT ISSUES AND EDUCATIONAL SESSIONS FOR MEMBERS. PROMOTES THE EXCHANGE OF INFORMATION AMONG MEMBERS.ANNUAL CONFERENCE- TWO AND ONE-HALF DAY PROGRAM FOR ALL MEMBERS WHICH OFFERS A FORUM FOR DISCUSSION ON CURRENT ISSUES AND EDUCATIONAL SESSIONS FOR MEMBERS. PROMOTES THE EXCHANGE OF INFORMATION AMONG MEMBERS.
PROPERTY TAX EDUCATIONAL PROGRAMS - BASIC, REAL AND PERSONAL PROPERTY TAX SCHOOLS, AND PROPERTY TAX SYMPOSIUM.
Program expenses$293,476.00$254,068.00$231,882.00$293,922.00$246,790.00
Program revenue$480,320.00$435,035.00$472,184.00$536,167.00$490,548.00
Program descriptionPROPERTY TAX EDUCATIONAL PROGRAMS - BASIC, REAL AND PERSONAL PROPERTY TAX SCHOOLS, AND PROPERTY TAX SYMPOSIUM.PROPERTY TAX EDUCATIONAL PROGRAMS - BASIC, REAL AND PERSONAL PROPERTY TAX SCHOOLS, AND PROPERTY TAX SYMPOSIUM.Property Tax Educational Programs - Basic, Real and Personal Property tax schools, and Property Tax Symposium.PROPERTY TAX EDUCATIONAL PROGRAMS - BASIC, REAL AND PERSONAL PROPERTY TAX SCHOOLS, AND PROPERTY TAX SYMPOSIUM.PROPERTY TAX EDUCATIONAL PROGRAMS - BASIC, REAL AND PERSONAL PROPERTY TAX SCHOOLS, AND PROPERTY TAX SYMPOSIUM.
SALES TAX EDUCATIONAL PROGRAMS- TWO SALES AND USE TAX SCHOOLS, SALES AND USE TAX SYMPOSIUM.
Program expenses$321,877.00$303,519.00$293,273.00$295,758.00$284,669.00
Program revenue$698,370.00$609,755.00$658,605.00$633,914.00$692,960.00
Program descriptionSALES TAX EDUCATIONAL PROGRAMS- TWO SALES AND USE TAX SCHOOLS, SALES AND USE TAX SYMPOSIUM.SALES TAX EDUCATIONAL PROGRAMS- TWO SALES AND USE TAX SCHOOLS, SALES AND USE TAX SYMPOSIUM.Sales Tax Educational Programs- Two Sales and use tax schools, Sales and Use tax Symposium.SALES TAX EDUCATIONAL PROGRAMS- TWO SALES AND USE TAX SCHOOLS, SALES AND USE TAX SYMPOSIUM.SALES TAX EDUCATIONAL PROGRAMS- TWO SALES AND USE TAX SCHOOLS, SALES AND USE TAX SYMPOSIUM.
Financial data
Revenue
Total revenue$3,724,806.00$3,391,638.00$3,669,284.00$3,673,204.00$3,786,894.00
Revenue from contributions (total)$178,896.00$157,116.00$204,511.00$189,632.00$164,900.00
Investment income, current yr$406,464.00$143,559.00$198,422.00$126,980.00$116,454.00
Total revenue from grants, etc., current yr$178,896.00$157,116.00$204,511.00$189,632.00$164,900.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$35,072.00$43,961.00$45,986.00$38,724.00$41,165.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$3,104,374.00$3,047,002.00$3,220,365.00$3,317,868.00$3,464,375.00
Gross receipts$5,629,840.00$3,594,713.00$3,782,056.00$4,161,157.00$4,743,442.00
Sources of contributions
Revenue from all other contributions$178,896.00$157,116.00$204,511.00$189,632.00$164,900.00
Other types of revenue
Miscellaneous revenue (total)$35,072.00$43,961.00$45,986.00$38,724.00$41,165.00
Income from dividends, interest, and similar investments$114,729.00$148,300.00$201,260.00$136,322.00$105,338.00
Net rental income  $0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$3,383,223.00$3,514,921.00$3,180,751.00$3,223,696.00$3,080,850.00
Total functional expenses: program service $2,524,145.00$2,654,764.00$2,349,275.00$2,388,529.00$2,239,838.00
Total functional expenses: management and general$859,078.00$860,157.00$831,476.00$835,167.00$841,012.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Legal fees (total)    $95.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Investment management fees (total)$4,748.00$2,675.00$2,655.00$2,276.00$1,716.00
Assets and liabilities
Total assets$6,938,149.00$6,522,571.00$6,626,410.00$6,094,471.00$5,642,231.00
Total assets, beginning of year$6,522,571.00$6,626,410.00$6,094,471.00$5,642,231.00$4,922,447.00
Total liabilities$383,231.00$309,236.00$289,792.00$246,386.00$243,654.00
Total liabilities, beginning of year$309,236.00$289,792.00$246,386.00$243,654.00$229,914.00
Unrestricted net assets, end of yr$6,369,277.00$6,050,688.00$6,275,432.00$5,788,845.00$5,341,985.00
Temporarily restricted net assets$185,641.00$162,647.00$61,186.00$59,240.00$56,592.00
Net assets$6,554,918.00$6,213,335.00$6,336,618.00$5,848,085.00$5,398,577.00
Net assets, beginning of year$6,213,335.00$6,336,618.00$5,848,085.00$5,398,577.00$4,692,533.00
Other liabilities$319,821.00$250,780.00$228,532.00$200,261.00$162,976.00
Other assets$330,141.00$261,100.00$229,651.00$210,581.00$173,296.00
Investments: other securities$3,761,176.00$3,540,986.00$3,299,898.00$3,010,898.00$2,672,002.00
Investments: publicly traded securities$2,287,663.00$1,914,173.00$1,834,164.00$1,701,752.00$1,451,457.00
Cash: non-interest bearing$260,327.00    
Other financial variables
Revenue less expenses$341,583.00-$123,283.00$488,533.00$449,508.00$706,044.00
Savings & temp cash investment$291,701.00$779,608.00$1,227,012.00$1,122,287.00$1,319,373.00
Prepaid expenses & deferred charges$7,141.00$26,704.00$35,685.00$48,953.00$26,103.00
Deferred revenue$63,410.00$58,456.00$61,260.00$46,125.00$80,678.00
Total net assets or fund balances$6,554,918.00$6,213,335.00$6,336,618.00$5,848,085.00$5,398,577.00
Governance and accountability
Number of voting members1313131313
Number of independent voting members1313131313
Financial sheets auditedTrueTrueTrueTrueTrue
Other accounting method (indicator)TrueTrueTrueTrueTrue
Tax year start date2017-01-012016-01-012015-01-012014-01-012013-01-01
Tax year end date2017-12-012016-12-012015-12-012014-12-012013-12-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-07-302017-09-252016-08-232015-06-252014-09-29
IRS schema version2017v2.22016v3.02015v2.12014v5.02013v3.0
Filing identifier201801179349300005201721359349304197201630979349300508201521179349300202201421289349300607
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