2026-08-25T15:28:45-05:00 2025-12-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2025-01-01 310823849 NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA NATI 8609861274 673 POTOMAC STATION DRIVE 801 LEESBURG VA 20176 KIM RUEBEN PRESIDENT 8609861274 2026-08-25 1 JENNIFER S HAN P00633304 2022937000 2026-08-25 2025 2025-03-06 01:10:19Z NATIONAL TAX ASSOCIATION MEGAN PARSONS 673 POTOMAC STATION DRIVE 801 LEESBURG VA 20176 665571 0 X WWW.NTANET.ORG X 1907 NJ TO ADVANCE THE THEORY AND PRACTICE OF PUBLIC FINANCE. 21 21 0 28 0 0 273321 227769 360195 343818 14869 16035 48358 77949 696743 665571 17594 30000 0 0 2500 0 0 0 0 586314 542994 606408 572994 90335 92577 1085361 1075636 255068 75469 830293 1000167 X 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.NTA'S DIVERSE MEMBERSHIP IS ITS UNIQUE FEATURE AND ITS GREATEST STRENGTH. THE ASSOCIATION BRINGS TOGETHER GOVERNMENT, CORPORATE, ACADEMIC, AND INDEPENDENT PROFESSIONALS - A RICH MIX OF FEDERAL AND STATE LEGISLATORS, ADMINISTRATORS AND POLICY ANALYSTS; TAXPAYER REPRESENTATIVES; PRACTICING LAWYERS AND ACCOUNTANTS; PROFESSORS OF ECONOMICS, LAW AND ACCOUNTING; STUDENTS; AND INTERESTED CITIZENS. 0 0 291875 30000 280818 ANNUAL CONFERENCE - THE ANNUAL CONFERENCE COVERS A BROAD RANGE OF TOPICS INCLUDING, BUT NOT LIMITED TO, TAXATION AND TAX POLICIES; EXPENDITURE POLICIES; GOVERNMENT BUDGETING; INTERGOVERNMENTAL FISCAL RELATIONS; AND SUBNATIONAL, NATIONAL, AND INTERNATIONAL PUBLIC FINANCE. THE CONFERENCE FOCUSES ON POLICY-RELEVANT RESEARCH BEARING ON TAXATION AND GOVERNMENT SPENDING. 32374 62250 SPRING SYMPOSIUM - THE ASSOCIATION'S SPRING SYMPOSIUM IS HELD ANNUALLY IN WASHINGTON, DC TO EXAMINE TIMELY TOPICS RELATED TO TAXATION, TAX POLICIES, AND THEIR EFFECTS ON THE INTERNATIONAL, NATIONAL, AND SUBNATIONAL COMMUNITIES. 750 NATIONAL TAX JOURNAL - THE GOAL OF THE NATIONAL TAX JOURNAL (NTJ) IS TO ENCOURAGE AND DISSEMINATE HIGH-QUALITY ORIGINAL RESEARCH ON GOVERNMENT TAX AND EXPENDITURE POLICIES. ARTICLES PUBLISHED IN THE REGULAR MARCH, JUNE, AND SEPTEMBER ISSUES OF THE JOURNAL, AS WELL AS ARTICLES ACCEPTED FOR PUBLICATION IN SPECIAL ISSUES OF THE JOURNAL, ARE SUBJECT TO PROFESSIONAL PEER REVIEW AND INCLUDE ECONOMIC, THEORETICAL, AND EMPIRICAL ANALYSES OF TAX AND EXPENDITURE ISSUES WITH AN EMPHASIS ON POLICY IMPLICATIONS. THE NTJ HAS BEEN PUBLISHED QUARTERLY SINCE 1948 UNDER THE AUSPICES OF THE NATIONAL TAX ASSOCIATION. 324249 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 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 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NJ X MEGAN PARSONS 8609861274 673 POTOMAC STATION DRIVE 801 LEESBURG VA 20176 X KIM RUEBEN FIRST VP (THRU NOV); PRESIDENT 1.00 X X 0 0 0 PETER MERRILL - PRESTHRU NOV IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JENNIFER BLOUIN PAST PRESIDENT (THRU NOV) 1.00 X X 0 0 0 DAPHNE KENYON PAST PRESIDENT 1.00 X X 0 0 0 DON BRUCE SECOND VP (THRU NOV); FIRST VP 1.00 X X 0 0 0 SALLY WALLACE SECOND VP 1.00 X X 0 0 0 CHRISTINE DOBRIDGE SECRETARY 1.00 X X 0 0 0 LAURA KAWANO TREASURER (THRU NOV) 1.00 X X 0 0 0 KATARZYNA BILICKA BOARD MEMBER (THRU NOV) 1.00 X 0 0 0 VICTORIA BRYANT BOARD MEMBER 1.00 X 0 0 0 JASON DEBACKER BOARD MEMBER 1.00 X 0 0 0 MICHAEL DEVEREUX BOARD MEMBER 1.00 X 0 0 0 BRIAN GALLE BOARD MEMBER 1.00 X 0 0 0 JACOB GOLDIN BOARD MEMBER 1.00 X 0 0 0 DANIEL HEMEL BOARD MEMBER (THRU NOV) 1.00 X 0 0 0 JEFF HOOPES BOARD MEMBER (THRU NOV) 1.00 X 0 0 0 GARY HOOVER BOARD MEMBER 1.00 X 0 0 0 CHYE-CHING HUANG BOARD MEMBER 1.00 X 0 0 0 FITZROY LEE BOARD MEMBER 1.00 X 0 0 0 REBECCA LESTER BOARD MEMBER 1.00 X 0 0 0 EMILY LIN BOARD MEMBER 1.00 X 0 0 0 FRANCINE LIPMAN BOARD MEMBER 1.00 X 0 0 0 LI LUI BOARD MEMBER (THRU NOV) 1.00 X 0 0 0 ELAINE MAAG BOARD MEMBER 1.00 X 0 0 0 RACHEL MOORE BOARD MEMBER 1.00 X 0 0 0 JAKE MORTENSON BOARD MEMBER 1.00 X 0 0 0 NIRUPAMA RAO BOARD MEMBER (THRU NOV) 1.00 X 0 0 0 JOHN SAMUELS BOARD MEMBER 1.00 X 0 0 0 MEGAN PARSONS EXECUTIVE DIRECTOR 8.00 X X 0 0 0 0 0 0 0 0 0 0 WESTIN COPLEY PLACE BOSTON 10 HUNTINGTON AVENUE BOSTON MA 02116 HOTEL, AV & CATERING 236296 ASSOCIATION & CONFERENCE GROUP LLC 673 POTOMAC STN DR 800 LEESBURG VA 20176 MANAGEMENT 181333 2 227769 227769 CONFERENCE 900099 189780 189780 MEMBERSHIPS 900099 91038 91038 SPRING SYMPOSIUM 900099 62250 62250 JOURNAL REVENUE 900099 750 750 343818 16035 16035 77949 77949 665571 343818 0 93984 30000 30000 196318 196318 16995 16995 18761 18761 7408 7408 6333 6199 134 867 867 287777 287183 594 2690 2690 DUES & SUBSCRIPTIONS 5787 5787 FILING FEE 58 58 572994 324249 248745 0 336679 234036 11674 11918 25029 17500 10625 15225 13500 13500 0 0 701354 796957 1085361 1075636 207044 193 48024 75276 255068 75469 X 830293 1000167 830293 1000167 1085361 1075636 92577 79813 -2516 0 X 0 0 0 X 55412 61192 227693 273321 227769 845387 217720 91611 360462 360195 343818 1373806 273132 152803 588155 633516 571587 2219193 18128 11204 29332 5000 5000 5000 18128 11204 34332 2184861 15738 57007 62709 62727 93984 292165 15738 57007 62709 62727 93984 292165 288870 209810 650864 696243 665571 2511358 0.87000 0.89580 0.11630 0.09600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13500 13500 0 0 1 2025 FISCAL SUSTAINABILITY FELLOWSHIP 12 26000 2025 OUTSTANDING DOCTORAL DSSERTATION AWARD 3 4000 PART I, LINE 2: GRANT RECIPIENTS ARE SELECTED THROUGH AN APPLICATION PROCESS THAT EVALUATES ELIGIBILITY BASED ON ENROLLMENT IN POSTGRADUATE OR PROFESSIONAL DEGREE PROGRAMS, EARLY CAREER STATUS, AND DEMONSTRATED INTEREST IN ISSUES AT THE INTERSECTION OF TAX AND CLIMATE OR ENVIRONMENTAL POLICY. ADDITIONAL CONSIDERATION IS GIVEN TO APPLICANTS WHO ARE MEMBERS OF UNDERREPRESENTED MINORITY GROUPS, AS VOLUNTARILY SELF-IDENTIFIED. ALL RECIPIENTS MUST BE U.S. CITIZENS, PERMANENT RESIDENTS, DACA OR ELIGIBLE NON-CITIZENS (PER FAFSA DEFINITIONS) AND MUST COMMIT TO ATTENDING THE NTA ANNUAL CONFERENCE IN PERSON. AWARDS ARE MADE AS REIMBURSEMENTS FOR QUALIFIED TRAVEL EXPENSES, AND RECIPIENTS ARE REQUIRED TO PROVIDE DOCUMENTATION OF EXPENSES BEFORE FUNDS ARE DISBURSED. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, SECTION A, LINE 5 THE ASSOCIATION SHARES STAFF AND CERTAIN OTHER EXPENSES WITH ASSOCIATION & CONFERENCE GROUP LLC (ACG). UNDER THE AGREEMENT, ACG EMPLOYEES CONDUCT ACTIVITIES ON BEHALF OF THE ASSOCIATION, AND THE ASSOCIATION PROMPTLY REIMBURSES ACG FOR ALL ASSOCIATED EXPENSES, INCLUDING THE ALLOCABLE SHARE OF EMPLOYMENT TAXES. ACG PAYS ALL REQUIRED EMPLOYMENT TAXES FOR ITS EMPLOYEES AND ISSUES THE RELEVANT IRS FORMS. FORM 990, PART VI, SECTION A, LINE 3 THE MANAGEMENT COMPANY PROVIDED AN EXECUTIVE DIRECTOR TO ASSIST WITH THE OPERATIONS OF THE ASSOCIATION AND MANAGE THE DAY-TO-DAY FINANCES, EVENTS, AND PROGRAMS. FORM 990, PART VI, SECTION A, LINE 6 THE EXECUTIVE DIRECTOR IS A NONVOTING MEMBER OF THE BOARD OF DIRECTORS (SEE ARTICLE IV, SECTION 2 AND ARTICLE V, SECTION 5 OF THE BYLAWS). FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION OFFERS A VARIETY OF MEMBERSHIP OPTIONS, INCLUDING STUDENT, INDIVIDUAL, RETIRED, AND GOVERNMENT AGENCY. THE MEMBERS HAVE THE POWER TO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990 ELECTRONICALLY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE THE NTA OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ASSOCIATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. C. WHEN CONDUCTING THE PERIODIC REVIEWS, THE ASSOCIATION MAY, BUT NEED NOT, USE OUTSIDE ADVISORS. IF OUTSIDE EXPERTS ARE USED, THEIR USE SHALL NOT RELIEVE THE NTA'S BOARD OF ITS RESPONSIBILITY FOR ENSURING PERIODIC REVIEWS ARE CONDUCTED. FORM 990, PART VI, SECTION C, LINE 19 CERTAIN GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND OTHER POLICIES ARE MADE AVAILABLE TO THE PUBLIC ON THE ASSOCIATION'S WEBSITE, NTANET.ORG.