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Nonprofit · EIN 39-1342053

NATIONAL ASSOCIATION OF TAX PROFESSIONALS INC

Tax-exempt · APPLETON, WI 54913

Financials

$12.5M$12.5M2023$13.2M$13.4M2024
Revenue Expenses · by fiscal year end
Financials of NATIONAL ASSOCIATION OF TAX PROFESSIONALS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$13,188,463$13,371,865-$183,402$14,865,736$6,126,170$8,739,566
December 31, 2023990$12,458,329$12,506,461-$48,132$14,628,427$6,003,765$8,624,662
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$12,581,127
Investment income
$411,195
Net rental income
$80
Net gain from sales of assets
$128,390
Net income from sales of inventory
$157,566
Other revenue
$196,141

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$770,729
Other salaries and wages
$5,040,342
Salaries, compensation and benefits (total)
$6,856,810
Professional fundraising fees
$0
Legal fees
$8,306
Accounting fees
$32,983
Occupancy
$355,562
Travel
$444,873
Depreciation
$380,949

Balance sheet and other

Total assets, start of year
$14,628,427
Total assets, end of year
$14,865,736
Total liabilities, end of year
$6,126,170
Net assets, end of year
$8,739,566
Land, buildings and equipment
$3,516,293
Publicly traded securities
$7,964,000
Net assets without donor restrictions
$8,739,566
Gross unrelated business income
$389,600
Gross receipts
$16,392,806
Employees
96
Volunteers
566
Year formed
1979
State of legal domicile
WI

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.

NameTitleHours / weekCompensationOther / benefits
SCOTT ARTMANCEO
Officer
50$425,294$45,915
TOM O'SABENDIR. OF TAX CONTENT
Highest-paid employee
50$175,159$37,894
JENNIFER VAN ELZENDIR. OF MEMBER RELATIONS
Highest-paid employee
50$158,728$45,928
NANCY KASTENDIRECTOR OF MKTG, COMM
Highest-paid employee
50$158,055$43,690
MATTHEW BONEDIRECTOR OF FINANCE
Officer
50$166,159$24,374
JERRY SPARKMANDIRECTOR OF IT
Highest-paid employee
50$174,635$6,984
JAMIEE HAMMERPRESIDENT
Trustee or director, Officer
5$15,662$0
JAMES VANNDIRECTOR
Trustee or director
4$12,015$0
SHERRI HOSKISSONDIRECTOR
Trustee or director
4$12,000$0
LAVETA SCHERERDIRECTOR
Trustee or director
4$12,000$0
DOROTHY HAVEYVICE PRESIDENT
Trustee or director, Officer
5$10,910$0
ANNA STEVENSDIRECTOR
Trustee or director
4$10,800$0
JACKIE SANDERSSECRETARY
Trustee or director, Officer
5$10,400$0
MELISSA BOWMANDIRECTOR
Trustee or director
4$9,200$0
RICH MORING IIIDIRECTOR
Trustee or director
4$8,800$0
1 more people on this return
NameTitleHours / weekCompensation
CHARLES MARKHAMTREASURER
Trustee or director, Officer
5$7,200
990 for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensationOther / benefits
SCOTT ARTMANCEO
Officer
50$389,440$49,112
TOM O'SABENDIR. OF TAX CONTENT
Highest-paid employee
50$172,294$35,446
MATTHEW BONEDIRECTOR OF FINANCE
Officer
50$162,750$21,243
NANCY KASTENDIRECTOR OF MKTG, COMM
Highest-paid employee
50$137,633$40,721
JENNIFER VAN ELZENDIR. OF MEMBER RELATIONS
Highest-paid employee
50$134,233$41,858
JERRY SPARKMANDIRECTOR OF IT
Highest-paid employee
50$154,235$4,626
JAMIEE HAMMERPRESIDENT
Trustee or director, Officer
5$10,964$0
SHERRI HOSKISSONSECRETARY
Trustee or director, Officer
5$10,920$0
MELISSA BOWMANDIRECTOR
Trustee or director
4$9,750$0
RICH MORING IIIVICE PRESIDENT
Trustee or director, Officer
5$8,970$0
JACKIE SANDERSDIRECTOR
Trustee or director
4$8,588$0
CHARLES MARKHAMDIRECTOR
Trustee or director
4$8,588$0
JIM VANNTREASURER
Trustee or director, Officer
5$8,580$0
ANNA STEVENSDIRECTOR
Trustee or director
4$8,580$0
DOROTHY HAVEYDIRECTOR
Trustee or director
4$7,868$0

Address and contacts

Address (IRS master file)
3517 N MCCARTHY RD, APPLETON, WI 54913-8780
In care of
% MATT BONE
Principal officer (990 for 2024)
MATT BONE, 3517 N MCCARTHY RD, APPLETON, WI 549138780
Signed the 990
MATT BONE, DIRECTOR OF FINANCE
Phone
(920) 749-1040
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

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.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDED CONFERENCES AND EDUCATIONAL OPPORTUNITIES AROUND THE COUNTRY TO TAX PROFESSIONALS. PROVIDED EDUCATION TO OVER 125,000 ATTENDEES.
  • PROVIDED TAX PUBLICATIONS AND TAX PRODUCTS TO OVER 23,000 TAX PROFESSIONALS.
  • PROVIDED RESEARCH SERVICES TO TAX PROFESSIONALS, FIELDING 9,500 CALLS/CASES.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
39-1342053
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1980
Accounting year ends
December
Files
Form 990 or 990-EZ
Group exemption
9400 (36 member organizations)
Assets (IRS master file)
$14,865,736
Income (IRS master file)
$16,392,806

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$13,188,463$13,371,865$14,865,736XML
990December 2023$12,458,329$12,506,461$14,628,427XML
990December 2022$12,174,297$11,819,048$14,267,575IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––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 39-1342053).

Questions about NATIONAL ASSOCIATION OF TAX PROFESSIONALS INC

What is the EIN of NATIONAL ASSOCIATION OF TAX PROFESSIONALS INC?
The employer identification number (EIN) of NATIONAL ASSOCIATION OF TAX PROFESSIONALS INC is 39-1342053.
Is NATIONAL ASSOCIATION OF TAX PROFESSIONALS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1980.
Are donations to NATIONAL ASSOCIATION OF TAX PROFESSIONALS INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NATIONAL ASSOCIATION OF TAX PROFESSIONALS 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 NATIONAL ASSOCIATION OF TAX PROFESSIONALS 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 NATIONAL ASSOCIATION OF TAX PROFESSIONALS 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 NATIONAL ASSOCIATION OF TAX PROFESSIONALS INC?
The 990 for the year ended December 31, 2024 names MATT BONE.
Who are the officers and directors of NATIONAL ASSOCIATION OF TAX PROFESSIONALS INC?
The 990 for the year ended December 31, 2024 lists 16 people; 16 received compensation from the organization, the highest $425,294 (SCOTT ARTMAN, CEO).
How much revenue does NATIONAL ASSOCIATION OF TAX PROFESSIONALS INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $13,188,463, expenses of $13,371,865 and total assets of $14,865,736 at year end.

Organizations in its group exemption (36)

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