Nonprofit · EIN 23-7068849
USA BRANCH INTERNATIONAL FISCAL ASSOCIATION INC
Tax-exempt · ROCHESTER, NY 14618
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $657,261 | $540,774 | $116,487 | $3,521,197 | $79,037 | $3,442,160 |
| December 31, 2023 | 990 | $608,029 | $701,948 | -$93,919 | $3,042,995 | $66,352 | $2,976,643 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $655,361
- Investment income
- $1,200
- Other revenue
- $700
Expenses
- Grants and similar amounts paid
- $59,278
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,869
- Program services (functional)
- $351,839
- Management and general (functional)
- $188,935
Balance sheet and other
- Total assets, start of year
- $3,042,995
- Total assets, end of year
- $3,521,197
- Total liabilities, end of year
- $79,037
- Net assets, end of year
- $3,442,160
- Publicly traded securities
- $3,017,450
- Net assets without donor restrictions
- $3,442,160
- Gross receipts
- $657,261
- Employees
- 0
- Volunteers
- 40
- Year formed
- 1938
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER J CONNORS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| PETER A GLICKLICH | EXECUTIVE VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DIRK JJ SURINGA | VICE PRESIDENT, FINANCE Trustee or director, Officer | 1 | $0 |
| JOHN BATES | VICE PRESIDENT, SECRETARY Trustee or director, Officer | 1 | $0 |
| EDWARD C OSTERBERG | UNSEL Trustee or director, Officer | 1 | $0 |
| TRACY ANNE KAYE | VICE PRESIDENT, ACADEMIA Trustee or director, Officer | 1 | $0 |
| JOHN K DESHONG | VICE-PRESIDENT, REGIONS Trustee or director, Officer | 1 | $0 |
| MICHAEL LEBOVITZ | VICE-PRESIDENT, REGIONS Trustee or director, Officer | 1 | $0 |
| LARISSA NEUMANN | VICE PRESIDENT, MEMBERSHIP Trustee or director, Officer | 1 | $0 |
| RICHARD L WINSTON | VICE PRESIDENT, MEMBERSHIP Trustee or director, Officer | 1 | $0 |
| BRIGITTE MUEHLMANN | VICE PRESIDENT, TECHNOLOGY Trustee or director, Officer | 1 | $0 |
| PATRICK J BROWN | VICE PRESIDENT, CENTRAL IFA Trustee or director, Officer | 1 | $0 |
| SOL COFFINO | PRESIDENT EMERITUS Trustee or director, Officer | 1 | $0 |
| BARBARA ANGUS | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| SAHEL A ASSAR | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSHUA BLANK | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| PEDRO CORONA DE LA FUENTA | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| JEANNE GOULET | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| SUCHI LEE | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| DANIELLE ROLFES | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| JOSH ODINTZ | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| DAVID SALTZMAN | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| ROBERT STACK | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| CANDICE TURNER | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| CATHERINE SCHULTZ | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER J CONNORS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| PETER A GLICKLICH | EXECUTIVE VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DIRK JJ SURINGA | VICE PRESIDENT, FINANCE Trustee or director, Officer | 1 | $0 |
| JOHN BATES | VICE PRESIDENT, SECRETARY Trustee or director, Officer | 1 | $0 |
| EDWARD C OSTERBERG | VICE PRESIDENT, GENERAL COUNSEL Trustee or director, Officer | 1 | $0 |
| TRACY ANNE KAYE | VICE PRESIDENT, ACADEMIA Trustee or director, Officer | 1 | $0 |
| JOHN K DESHONG | VICE-PRESIDENT, REGIONS Trustee or director, Officer | 1 | $0 |
| MICHAEL LEBOVITZ | VICE-PRESIDENT, REGIONS Trustee or director, Officer | 1 | $0 |
| LARISSA NEUMANN | VICE PRESIDENT, MEMBERSHIP Trustee or director, Officer | 1 | $0 |
| RICHARD L WINSTON | VICE PRESIDENT, MEMBERSHIP Trustee or director, Officer | 1 | $0 |
| BRIGITTE MUEHLMANN | VICE PRESIDENT, TECHNOLOGY Trustee or director, Officer | 1 | $0 |
| PATRICK J BROWN | VICE PRESIDENT, CENTRAL IFA, PSC REPRESENTATIVE Trustee or director, Officer | 1 | $0 |
| SOL COFFINO | PRESIDENT EMERITUS Trustee or director, Officer | 1 | $0 |
| BARBARA ANGUS | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| SAHEL A ASSAR | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| JOSHUA BLANK | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| PEDRO CORONA DE LA FUENTA | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| JEANNE GOULET | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| SUCHI LEE | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| DANIELLE ROLFES | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| JOSH ODINTZ | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| DAVID SALTZMAN | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| ROBERT STACK | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| CANDICE TURNER | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
| CATHERINE SCHULTZ | EXECUTIVE COMMITTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2604 ELMWOOD AVENUE 347, ROCHESTER, NY 14618-2295
- Principal officer (990 for 2024)
- SAHEL ASSAR, 2604 ELMWOOD AVENUE 347, ROCHESTER, NY 146182295
- Signed the 990
- SAHEL ASSAR, VP FINANCE
- Phone
- (866) 298-9464
- Website
- HTTP://WWW.IFAUSA.ORG
- Return prepared by
- RENNER AND COMPANY CPA PC
Mission
THE USA BRANCH INTERNATIONAL FISCAL ASSOCIATION (IFA) IS AN ORGANIZATION WHOSE MISSION IS THE STUDY AND ADVANCEMENT OF INTERNATIONAL AND COMPARATIVE TAX LAW AND THE FINANCIAL AND ECONOMIC ASPECTS OF TAXATION. USA BRANCH IFA HOLDS ANNUAL CONFERENCES AND SEMINARS WHICH PROVIDE FORUMS FOR EXPERTS TO EXCHANGE OPINIONS ON TOPICS OF INTERNATIONAL TAXATION, SUCH AS CURRENT FISCAL DEVELOPMENTS, CHANGES IN LEGISLATION AND SOLUTIONS TO PROBLEMS ARISING IN THE PRACTICAL IMPLEMENTAION OF TAX LAW.
Program accomplishments
- THE 2024 ANNUAL CONFERENCE OF THE INTERNATIONAL FISCAL ASSOCIATION-USA WAS HELD FROM MARCH 21 TO 22 IN NEW YORK, NY. THE CONFERENCE PROVIDED HIGH LEVEL EDUCATION ON INTERNATIONAL TAXATION TOPICS FOR OVER 200 SENIOR INTERNATIONAL TAX ATTORNEYS AND ACCOUNTANTS. THE PRESENTATIONS GIVEN BY SPEAKERS FROM INDUSTRY, GOVERNMENT, ACADEMIA, LAW AND PROFESSIONAL PRACTICE FIRMS PROVIDED ATTENDEES THE OPPORTUNITY TO OBTAIN CLE AND CPE CREDITS.Expenses $169,120 · revenue $183,058
- AFFILIATE PAYMENT TO IFA CENTRAL (ROTTERDAM, NETHERLANDS) TO SUPPORT ITS ROLE AS A FORUM FOR DISCUSSION OF INTERNATIONAL TAX QUESTIONS.Expenses $59,278 · grants $59,278
- MISCELLANEOUS EDUCATIONAL OPPORTUNITIES PROVIDED IN REGIONAL PROGRAMS FOCUSING ON INTERNATIONAL TAXATION RELATED ISSUES.Expenses $123,441 · revenue $319,403
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7068849
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- International, foreign affairs and national security (Q035)
- Assets (IRS master file)
- $3,521,197
- Income (IRS master file)
- $657,261
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $657,261 | $540,774 | $3,521,197 | IRS |
| 990 | December 2023 | $608,029 | $701,948 | $3,042,995 | XML |
| 990 | December 2022 | $543,087 | $627,480 | $2,850,635 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7068849).
Questions about USA BRANCH INTERNATIONAL FISCAL ASSOCIATION INC
- What is the EIN of USA BRANCH INTERNATIONAL FISCAL ASSOCIATION INC?
- The employer identification number (EIN) of USA BRANCH INTERNATIONAL FISCAL ASSOCIATION INC is 23-7068849.
- Is USA BRANCH INTERNATIONAL FISCAL ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to USA BRANCH INTERNATIONAL FISCAL ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does USA BRANCH INTERNATIONAL FISCAL ASSOCIATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of USA BRANCH INTERNATIONAL FISCAL ASSOCIATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did USA BRANCH INTERNATIONAL FISCAL ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of USA BRANCH INTERNATIONAL FISCAL ASSOCIATION INC?
- The 990 for the year ended December 31, 2024 names SAHEL ASSAR.
- Who are the officers and directors of USA BRANCH INTERNATIONAL FISCAL ASSOCIATION INC?
- The 990 for the year ended December 31, 2024 lists 25 people; 0 received compensation from the organization.
- How much revenue does USA BRANCH INTERNATIONAL FISCAL ASSOCIATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $657,261, expenses of $540,774 and total assets of $3,521,197 at year end.
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