2024-08-22T16:23:40-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1660 OSHKOSH AVE SUITE 200 OSHKOSH WI 54902 990 2023-01-01 391342053 NATIONAL ASSOCIATION OF TAX PROFESSIONALS INC NATI 9207491040 3517 N MCCARTHY RD APPLETON WI 549138780 MATT BONE DIRECTOR OF FINANCE 9207491040 2024-11-15 1 1 CHRISTA WILLIS P01252468 9202315890 2024-08-07 2023 2024-08-08 14:25:15Z MATT BONE 3517 N MCCARTHY RD APPLETON WI 549138780 17295144 0 X WWW.NATPTAX.COM X 1979 WI REFER TO SCHEDULE O.NATP EXISTS TO BE THE MOST RELIABLE RESOURCE FOR GAINING AND DEVELOPING PROFESSIONAL TAX EXPERTISE. WE STRIVE TO SUPPORT OUR MEMBERS THROUGH RELEVANT CONTENT AND RESOURCES, EFFECTIVE ADVOCACY, AND THE RELATIONSHIPS THEY NEED TO SUCCEED PROFESSIONALLY AND PERSONALLY. 9 9 93 514 337470 220664 0 0 11555539 12092415 293970 150083 324788 215831 12174297 12458329 0 0 0 0 6094903 6287222 0 0 0 5724145 6219239 11819048 12506461 355249 -48132 14267575 14628427 6369895 6003765 7897680 8624662 WE EXIST TO BE THE MOST RELIABLE RESOURCE FOR DEVELOPING PROFESSIONAL TAX EXPERTISE. WE STRIVE TO SUPPORT OUR MEMBERS THROUGH RELEVANT CONTENT AND RESOURCES, EFFECTIVE ADVOCACY, AND THE RELATIONSHIPS THEY NEED TO SUCCEED PROFESSIONALLY AND PERSONALLY. 0 0 PROVIDED CONFERENCES AND EDUCATIONAL OPPORTUNITIES AROUND THE COUNTRY TO TAX PROFESSIONALS. PROVIDED EDUCATION TO OVER 91,000 ATTENDEES. PROVIDED TAX PUBLICATIONS AND TAX PRODUCTS TO OVER 23,850 TAX PROFESSIONALS. PROVIDED RESEARCH SERVICES TO TAX PROFESSIONALS, FIELDING 11,450 CALLS/CASES. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 47 0 1 93 1 1 1 0 0 0 1 1 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN NC X MATT BONE 9207491040 3517 N MCCARTHY ROAD APPLETON WI 54913 JAMIEE HAMMER PRESIDENT 5.00 X X 10964 0 0 RICH MORING III VICE PRESIDENT 5.00 X X 8970 0 0 SHERRI HOSKISSON SECRETARY 5.00 X X 10920 0 0 JIM VANN TREASURER 5.00 X X 8580 0 0 JACKIE SANDERS DIRECTOR 4.00 X 8588 0 0 ANNA STEVENS DIRECTOR 4.00 X 8580 0 0 MELISSA BOWMAN DIRECTOR 4.00 X 9750 0 0 DOROTHY HAVEY DIRECTOR 4.00 X 7868 0 0 CHARLES MARKHAM DIRECTOR 4.00 X 8588 0 0 SCOTT ARTMAN CEO 50.00 X 389440 0 49112 MATTHEW BONE DIRECTOR OF FINANCE 50.00 X 162750 0 21243 NANCY KASTEN DIRECTOR OF MKTG, COMM 50.00 X 137633 0 40721 JENNIFER VAN ELZEN DIR. OF MEMBER RELATIONS 50.00 X 134233 0 41858 TOM O'SABEN DIR. OF TAX CONTENT 50.00 X 172294 0 35446 JERRY SPARKMAN DIRECTOR OF IT 50.00 X 154235 0 4626 1233393 0 193006 6 0 1 0 CORE BTS INC 4419 SOLUTIONS CENTER CHICAGO IL 60677 IT CONSULTING AND SERVICES 408081 ASSOCIATION MANAGEMENT CENTER 8735 W HIGGENS RD STE 300 CHICAGO IL 60631 STRATEGIC AND OPERATIONAL CONSULTING 348100 NEW PRINTING 1718 E WISCONSIN AVE APPLETON WI 54911 PRINTING AND MAILING SERVICES 135468 COMMUNITY BRANDS 9620 EXECUTIVE DRIVE ST PETERSBURG FL 33702 SOFTWARE HOSTING AND MAINTENANCE 126599 WALSWORTH 1201 BLUFF ST FULTON MO 65251 PRINTING 119368 8 MEMBERSHIP DUES 541900 6818412 6818412 REGISTRATION FEES 541900 2592847 2592847 CONFERENCES 541900 2010055 2010055 ADVERTISING 541800 337470 337470 AFFINITIES 541900 177536 177536 156095 156095 12092415 285328 285328 1120 4908 -3788 -3788 -3788 4654826 4790071 -135245 -135245 -135245 225819 41836 183983 183983 OTHER INCOME 900099 35636 35636 35636 12458329 11974564 337470 146295 705353 4677543 94151 435349 374826 1579 34471 50715 43065 407892 214417 1050684 757534 335475 405088 1360327 26296 235474 371570 54092 MEMBERSHIP BENEFIT-TAXB 575473 MEALS AT LIVE EDUCATION 254036 CONTINUING ED 40533 BAD DEBTS 518 12506461 688084 240739 2409690 2271883 321175 338623 13140 11253 676960 889604 6741860 3213160 3628308 3528700 6530218 7347625 14267575 14628427 1017315 941762 4245961 4347989 1010495 617890 96124 96124 6369895 6003765 X 7897680 8624662 7897680 8624662 14267575 14628427 -48132 775114 0 X 0 1 X 1 0 0 0 0 6818412 50715 50715 136368 -85653 523835 210000 733835 2852781 586152 2266629 3155244 2627008 528236 3528700 SPECIAL ASSESSMENTS 96124 96124 13232214 775114 41836 816950 12415264 43065 43065 12458329 12505232 41836 41836 12463396 43065 43065 12506461 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 41,836. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 41,836. X X X 0 0 0 SCOTT ARTMAN CEO 362594 0 25000 0 1846 0 9900 0 39212 0 438552 0 0 0 TOM O'SABEN DIR. OF TAX CONTENT 165244 0 7000 0 50 0 5590 0 29856 0 207740 0 0 0 MATTHEW BONE DIRECTOR OF FINANCE 154450 0 8250 0 50 0 5115 0 16128 0 183993 0 0 0 NANCY KASTEN DIRECTOR OF MKTG, COMM 127483 0 10000 0 150 0 3419 0 37302 0 178354 0 0 0 JENNIFER VAN ELZEN DIR. OF MEMBER RELATIONS 124183 0 10000 0 50 0 4556 0 37302 0 176091 0 0 0 JERRY SPARKMAN DIRECTOR OF IT 144185 0 10000 0 50 0 4626 0 0 0 158861 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE (COMPRISED OF THE PRESIDENT, VICE PRESIDENT, SECRETARY AND TREASURER) WITH THE PRESIDENT SERVING AS THE CHAIR. THE EXECUTIVE DIRECTOR IS AN EX-OFFICIO MEMBER OF THIS COMMITTEE. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO CONDUCT SUCH BUSINESS OF THE ORGANIZATION AS NECESSARY OR APPROPRIATE, SUBJECT TO THE BOARD OF DIRECTOR'S GENERAL DIRECTION AND IS REQUIRED TO REPORT OUT TO THE BOARD OF DIRECTORS ACTIONS TAKEN, AS APPROPRIATE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS ONLY. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B BYLAW CHANGES ARE SUBJECT TO THE APPROVAL OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B EXECUTIVE DIRECTOR, DIRECTOR OF FINANCE AND TREASURER (WHO REVIEWS ON BEHALF OF THE BOARD) ALL REVIEW THE 990. AFTER THEIR REVIEW, A COPY IS OFFERED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C POLICY IS REVIEWED ANNUALLY AT FIRST BOARD MEETING AND DISCLOSURE SIGNED OFF BY DIRECTORS. KEY EMPLOYEES ALSO REQUIRED TO SIGN OFF ANNUALLY. ADDITIONALLY, POLICY REQUIRES CONFLICTS ARISING DURING THE YEAR TO ALSO BE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES VARIOUS COMPENSATION STUDIES/SURVEYS. THE STUDY IS REVIEWED AND APPROVED BY EXECUTIVE DIRECTOR AND HR MANAGER. WAGE BRACKETS ARE ADJUSTED/AGED ANNUALLY IN ACCORDANCE WITH MOVEMENT IN THE MARKET (PROVIDED BY WAGE SURVEYS/STUDIES). THE COMPENSATION STUDY WAS LAST CONDUCTED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE OPEN FOR INSPECTION AT OFFICE HEADQUARTERS FOR ALL MEMBERS AND BY ELECTRONIC MEANS FOR CHAPTER PRESIDENTS UPON WRITTEN REQUEST AND A SIGNED CONFIDENTIALITY AGREEMENT.