NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA Charity Report

Public IRS 990 nonprofit record

NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA

EIN 31-0823849 · Education (B)

What they do

FOUNDED IN 1907, THE NATIONAL TAX ASSOCIATION - TAX INSTITUTE of AMERICA (THE ASSOCIATION) SERVES AS THE LEADING ASSOCIATION of SCHOLARS and PROFESSIONALS DEDICATED to ADVANCING THE THEORY and PRACTICE of PUBLIC FINANCE, INCLUDING PUBLIC TAXING, SPENDING and BORROWING. THE ASSOCIATION is A NONPARTISAN, NONPOLITICAL EDUCATIONAL ASSOCIATION. AS A 501(C)(3) ORGANIZATION, THE NTA DOES NOT PROMOTE ANY PARTICULAR TAX PROGRAM or POLICY. THE ENORMOUS PUBLIC BENEFIT THAT CAN COME FROM SOUND TAX POLICY and WISE ADMINISTRATION of PUBLIC FINANCES is A PRIME REASON for THE WORK of NTA.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $80.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders23 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

70.41%of revenue went to mission work80.9% of expenses · Program services

$91.11spent for every $100 of revenueRevenue covered expenses this year.

16.63%of revenue went to management and office costs19.1% of expenses

$1.77in assets for every $1 spent this yearSome assets cannot be spent right away.

41.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $2,500 for LAURA KAWANO (TREASURER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$696,743

Mission workProgram services$490,54570.41% of revenue80.9% of expenses

ManagementOffice and general costs$115,86316.63% of revenue19.1% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$90,33512.97% of revenueShown in gray on the chart

Total expenses$606,40887.03% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 80.9% mission · 19.1% management · 0.0% fundraisingTotal expenses: 87.03% of revenue

2023Expense mix: 83.0% mission · 17.0% management · 0.0% fundraisingTotal expenses: 88.18% of revenue

2022Expense mix: 71.9% mission · 28.1% management · 0.0% fundraisingTotal expenses: 133.70% of revenue

2021Expense mix: 65.0% mission · 35.0% management · 0.0% fundraisingTotal expenses: 90.54% of revenue

2020Expense mix: 76.3% mission · 23.7% management · 0.0% fundraisingTotal expenses: 86.37% of revenue

2019Expense mix: 81.4% mission · 18.6% management · 0.0% fundraisingTotal expenses: 105.80% of revenue

2018Expense mix: 72.8% mission · 27.2% management · 0.0% fundraisingTotal expenses: 110.86% of revenue

2017Expense mix: 65.8% mission · 34.2% management · 0.0% fundraisingTotal expenses: 116.52% of revenue

Money in and money out

Revenue$665,571

Expenses$606,408

Annual surplus $59,163 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$490,545 · 80.9% of expenses

Management and office costs$115,863 · 19.1% of expenses

See all reported dollar amounts

Revenue$665,571

Expenses$606,408

Assets$1,075,636

Income$665,571

Contributions$273,321

Mission work (program services)$490,545

Management and general$115,863

Stocks and bonds$701,354

Accounting fees$12,875

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

LAURA KAWANOTREASURER · 1 hrs/week $2,500

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (23)

LAURA KAWANOTREASURER

KATARZYNA BILICKABOARD MEMBER

TARA SHEEHANEXECUTIVE DIRECTOR

STEVEN DEANBOARD MEMBER

RICHARD PRISINZANOBOARD MEMBER

REBECCA LESTERBOARD MEMBER

PETER MERRILLFIRST VP

NIRUPAMA RAOBOARD MEMBER

MICHAEL UDELLBOARD MEMBER

MARGARET JONESBOARD MEMBER

LI LUIBOARD MEMBER

KIM REUBENSECOND VP

CHRISTINE DOBRIDGESECRETARY

JENNIFER BLOUINPRESIDENT

JEFF HOOPESBOARD MEMBER

JAMES MACKIEPAST PRESIDENT

JACOB GOLDINBOARD MEMBER

GARY HOOVERBOARD MEMBER

FRANCINE LIPMANBOARD MEMBER

ERIN TOWERYBOARD MEMBER

DAPHNE KENYONPAST PRESIDENT

DANIEL HEMELBOARD MEMBER

CHYE CHING HUANGBOARD MEMBER

About this charity

Recognized since: January 1939
Location: 673 POTOMAC STATION DRIVE 801, LEESBURG, VA 20176-1819
County: Loudoun
In care of: LAURA KAWANO
Primary officer: LAURA KAWANO, TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(860) 986-1274

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: HAN GROUP LLC
NTEE classification: Education (B)
IRS tax category: Education