Nonprofit · EIN 62-1564419
PROFESSOR PAUL J HARTMAN MEMORIAL STATE AND LOCAL TAX FORUM
Tax-exempt · BRENTWOOD, TN 37024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $338,524 | $280,543 | $57,981 | $491,755 | $7,500 | $484,255 |
| December 31, 2023 | 990 | $305,614 | $293,090 | $12,524 | $433,774 | $7,500 | $426,274 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $328,762
- Investment income
- $9,762
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $224,543
- Management and general (functional)
- $56,000
Balance sheet and other
- Total assets, start of year
- $433,774
- Total assets, end of year
- $491,755
- Total liabilities, end of year
- $7,500
- Net assets, end of year
- $484,255
- Net assets without donor restrictions
- $484,255
- Gross receipts
- $338,524
- Employees
- 0
- Volunteers
- 50
- Year formed
- 1994
- State of legal domicile
- TN
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 |
|---|---|---|---|
| G Michael Yopp | Trustee Trustee or director | 0 | $0 |
| Joseph W Gibbs | Trustee Trustee or director | 0 | $0 |
| J Mark McCormick | Trustee Trustee or director | 0 | $0 |
| John O Pearce | Treasurer & Trustee Trustee or director, Officer | 1 | $0 |
| William F Buechler | Secretary & Trustee Trustee or director, Officer | 1 | $0 |
| Troy Deason | Trustee Trustee or director | 1 | $0 |
| Kendall L Houghton | Vice President Trustee or director, Officer | 1 | $0 |
| Joe Garrett | Trustee Trustee or director | 0 | $0 |
| Stephen Jasper | President Trustee or director, Officer | 1 | $0 |
| J William McArthur | Trustee Trustee or director | 0 | $0 |
| Tony Robinson | Trustee Trustee or director | 0 | $0 |
| Lynn Gandhi | Trustee Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| G Michael Yopp | Trustee Trustee or director | 0 | $0 |
| Joseph W Gibbs | Trustee Trustee or director | 0 | $0 |
| J Mark McCormick | Trustee Trustee or director | 0 | $0 |
| John O Pearce | Treasurer & Trustee Trustee or director, Officer | 1 | $0 |
| William F Buechler | Secretary & Trustee Trustee or director, Officer | 1 | $0 |
| Troy Deason | Trustee Trustee or director | 1 | $0 |
| Kendall L Houghton | President Trustee or director, Officer | 1 | $0 |
| Joe Garrett | Trustee Trustee or director | 0 | $0 |
| Stephen Jasper | Vice President Trustee or director, Officer | 1 | $0 |
| J William McArthur | Trustee Trustee or director | 0 | $0 |
| Tony Robinson | Trustee Trustee or director | 0 | $0 |
| Lynn Gandi | Trustee Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1907, BRENTWOOD, TN 37024-1907
- In care of
- % TREASURER
- Principal officer (990 for 2024)
- John O Pearce, 17 Missionary Dr, Brentwood, TN 37027
- Signed the 990
- John O Pearce, Treasurer
- Phone
- (615) 300-8940
- Return prepared by
- Brooks & Associates Tax Consulting Svcs
Mission
The Paul J. Hartman State & Local Forum conducts an annual educational forum for tax professionals from government, industry and public practice. This educational event provides training, CPE and CLE for approximately 250 persons each year.
Program accomplishments
- During 2024 the organization incurred $280,543 of expenses for its only program service. The 30th annual Paul J. Hartman State & Local Tax Forum.Expenses $224,543 · revenue $338,524
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
- 62-1564419
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $491,755
- Income (IRS master file)
- $338,524
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $338,524 | $280,543 | $491,755 | IRS |
| 990 | December 2023 | $305,614 | $293,090 | $433,774 | XML |
| 990 | December 2022 | $269,886 | $215,298 | $417,118 | IRS |
| 990 | December 2021 | $224,036 | $161,300 | $359,161 | 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 62-1564419).
Questions about PROFESSOR PAUL J HARTMAN MEMORIAL STATE AND LOCAL TAX FORUM
- What is the EIN of PROFESSOR PAUL J HARTMAN MEMORIAL STATE AND LOCAL TAX FORUM?
- The employer identification number (EIN) of PROFESSOR PAUL J HARTMAN MEMORIAL STATE AND LOCAL TAX FORUM is 62-1564419.
- Is PROFESSOR PAUL J HARTMAN MEMORIAL STATE AND LOCAL TAX FORUM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to PROFESSOR PAUL J HARTMAN MEMORIAL STATE AND LOCAL TAX FORUM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PROFESSOR PAUL J HARTMAN MEMORIAL STATE AND LOCAL TAX FORUM 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 PROFESSOR PAUL J HARTMAN MEMORIAL STATE AND LOCAL TAX FORUM 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 PROFESSOR PAUL J HARTMAN MEMORIAL STATE AND LOCAL TAX FORUM 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 PROFESSOR PAUL J HARTMAN MEMORIAL STATE AND LOCAL TAX FORUM?
- The 990 for the year ended December 31, 2024 names John O Pearce.
- Who are the officers and directors of PROFESSOR PAUL J HARTMAN MEMORIAL STATE AND LOCAL TAX FORUM?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does PROFESSOR PAUL J HARTMAN MEMORIAL STATE AND LOCAL TAX FORUM have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $338,524, expenses of $280,543 and total assets of $491,755 at year end.
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