2024-04-04T15:50:53-05:00 2023-06-30 521022232 SNYDER COHN PC 11200 ROCKVILLE PIKE SUITE 415 NORTH BETHESDA MD 20852 990 2022-07-01 362327263 FEDERATION OF TAX ADMINISTRATORS FEDE 2026245890 444 NORTH CAPITOL STREET NW 348 WASHINGTON DC 20001 SHARONNE BONARDI EXECUTIVE DIRECTOR 2026245890 2024-03-30 1 SHARONNE BONARDI XXX-XX-XXXX 0 KEITH JENNINGS P01319883 3016526700 2024-03-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHARONNE BONARDI 444 NORTH CAPITOL STREET NW 348 WASHINGTON DC 20001 5495056 0 X WWW.TAXADMIN.ORG X 1937 DC TO IMPROVE THE TECHNIQUES OF TAX ADMINISTRATORS AND THE WORK OF THEIR PROFESSION, AND TO ADVANCE STANDARDS OF TAX ADMINISTRATION. 18 18 12 18 0 0 1659024 1596485 1385172 2740616 8680 31388 88478 0 3141354 4368489 0 0 0 0 1234375 1457362 0 0 0 1526684 2566336 2761059 4023698 380295 344791 3105174 3951083 750973 1247914 2354201 2703169 TO IMPROVE THE TECHNIQUES OF TAX ADMINISTRATORS AND THE WORK OF THEIR PROFESSION, AND TO ADVANCE STANDARDS OF TAX ADMINISTRATION. 0 0 1342741 2526282 TRAINING - THE FEDERATION CONDUCTS A NUMBER OF MEETINGS, CONFERENCES, AND WORKSHOPS EACH YEAR. THE ANNUAL MEETING IS DEVOTED TO A SUBSTANTIVE DISCUSSION OF EMERGING STATE AND FEDERAL TAX POLICY AND OTHER TOPICS OF CONCERN TO STATE ADMINISTRATORS. PRACTITIONERS FORUMS ARE ALSO CONDUCTED BY THE MOTOR FUEL TAX SECTION AND TOBACCO TAX SECTION. 2017524 214334 INFORMATION EXCHANGE - THE FEDERATION REGULARLY MONITORS THE ACTIVITIES OF STATE TAX AGENCIES AND THE FEDERAL GOVERNMENT IN ORDER TO SERVE AS A CLEARINGHOUSE ON TOPICS IMPORTANT TO ADMINISTRATORS. THE FEDERATION ALSO CONDUCTS RESEARCH PROJECTS IN SUCH AREAS AS STATE TAX POLICIES AND STRUCTURES, COMPLIANCE & ENFORCEMENT PROGRAMS, AND COURT DECISIONS. 3360265 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 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 0 0 0 1 10 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 0 1 0 1 1 1 1 1 0 X MY VALUABLE BUSINESS 3017987400 7200 WISCONSIN AVENUE SUITE 500 BETHESDA MD 20814 PETER BARCA PRESIDENT 1.00 X X 0 0 0 NICK MADUROS FIRST VICE PRESIDENT 1.00 X X 0 0 0 VERNON BARNETT SECOND VICE PRESIDENT 1.00 X X 0 0 0 KEITH RICHARDSON SECRETARY 1.00 X X 0 0 0 JOHN FICARA TRUSTEE 1.00 X 0 0 0 PHILLIP ASHLEY TRUSTEE 1.00 X 0 0 0 AMANDA HILLER TRUSTEE 1.00 X 0 0 0 LINDSEY STEPP TRUSTEE 1.00 X 0 0 0 JIM ZINGALE TRUSTEE 1.00 X 0 0 0 RONALD PENNY TRUSTEE 1.00 X 0 0 0 BOB GRENNES TRUSTEE 1.00 X 0 0 0 GLENN WHITE TRUSTEE 1.00 X 0 0 0 JOHN VALENTINE TRUSTEE 1.00 X 0 0 0 KEVIN RICHARD TRUSTEE 1.00 X 0 0 0 STEPHANIE SCHARDIN CLARKE TRUSTEE 1.00 X 0 0 0 PATRICK BROWNE TRUSTEE 1.00 X 0 0 0 DAVID HARRIS TRUSTEE 1.00 X 0 0 0 RYAN MINNICK CHIEF OPERATING OFFICER 37.50 X 153081 0 23393 SHARONNE BONARDI EXECUTIVE DIRECTOR 37.50 X 214328 0 12663 RON ALT DIRECTOR OF ECONOMIC AND TAX RESEARCH 37.50 X 102754 0 46986 TERRI STEENBLOCK DIRECTOR OF TAX AND REVENUE ADMINISTRATION 37.50 X 113936 0 40521 CINDY ANDERS-ROBB SENIOR MANAGER OF MOTOR FU 37.50 X 115860 0 44591 NEENA SAVAGE IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 699959 0 168154 5 0 1 0 0 1596485 1596485 CONFERENCES/WORKSHOPS 611430 2526282 2526282 MODERNIZED EFILE 541900 214334 214334 2740616 53766 53766 1104189 1126567 -22378 -22378 -22378 4368489 2740616 0 31388 312078 261090 50988 943036 707750 235286 48190 40317 7873 69985 43617 26368 84073 64736 19337 75100 60080 15020 7205 7205 199823 159858 39965 150671 83804 66867 150051 115539 34512 170735 68294 102441 179463 138187 41276 1607613 1607613 12182 9380 2802 13493 13493 4023698 3360265 663433 0 2595082 2868412 39274 5500 66187 113244 170157 121037 61301 49120 343330 458448 0 456359 3105174 3951083 205545 303665 454580 398188 90848 546061 750973 1247914 X 2354201 2678683 24486 2354201 2703169 3105174 3951083 344791 4177 0 X X 0 1 X 1 0 X 1627327 1351935 1391954 1896294 1808065 8075575 1627327 1351935 1391954 1896294 1808065 8075575 14438 8061137 23252 18605 9291 27142 53766 132056 80000 80000 8287631 7211969 0.97270 0.97410 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE REIMBURSEMENT - 2021 AMOUNT: $ 80,000. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19170 19170 3997323 4016493 350825 87706 0 0 290863 237414 287676 350825 1166778 1750167 54014 65020 120294 19170 258498 72716 59354 71919 87706 291695 437543 821709 1314237 1029351 1106595 671668 724302 595420 821709 703094 73940 105366 671668 609063 723128 629099 703094 269309 941907 602153 609063 1.00000 0 0 69977 43737 26240 100180 77300 22880 49120 RIGHT-OF-USE ASSET 456359 456359 OPERATING LEASE LIABILITY 546061 546061 X 4365461 4177 4177 4361284 7205 7205 4368489 4016493 0 4016493 7205 7205 4023698 PART X, LINE 2: THE FEDERATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX EFFECT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF GENERAL AND ADMINISTRATIVE EXPENSES WHEN ASSESSED. INCOME TAX YEARS ENDED PRIOR TO JUNE 30, 2020 ARE NO LONGER SUBJECT TO AUDIT BY TAXING AUTHORITIES. SCH D, PART V, LINE 4 THE FEDERATION'S BOARD OF TRUSTEES HAS DESIGNATED CERTAIN FUNDS FOR USE IN THE MOTOR FUEL TAX PROGRAM, TOBACCO TAX PROGRAM, MODERNIZED EFILE PROGRAM, MIDWESTERN STATES ASSOCIATION OF TAX ADMINISTRATORS, NORTHEASTERN STATES TAX OFFICIALS ASSOCIATION, AND WESTERN STATES ASSOCIATION OF TAX ADMINISTRATORS. X X X 0 0 0 0 0 0 0 0 0 RYAN MINNICK CHIEF OPERATING OFFICER 153081 0 0 0 0 0 16065 0 7328 0 176474 0 0 0 SHARONNE BONARDI EXECUTIVE DIRECTOR 214328 0 0 0 0 0 11307 0 1356 0 226991 0 0 0 TERRI STEENBLOCK DIRECTOR OF TAX AND REVENUE ADMINIST 113936 0 0 0 0 0 13650 0 26871 0 154457 0 0 0 CINDY ANDERS-ROBB SENIOR MANAGER OF MOTOR FU 115860 0 0 0 0 0 12852 0 31739 0 160451 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBER STATES, WHICH ANNUALLY ELECT MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBER STATES, WHICH ANNUALLY ELECT MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND FINANCE AND EXECUTIVE COMMITTEES PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C FTA DOES NOT ENTER INTO TRANSACTIONS WITH BOARD MEMBERS, OFFICERS, EMPLOYEES, OR THEIR RESPECTIVE SPOUSES OR OTHER FAMILY MEMBERS. THROUGHOUT THE YEAR, FTA'S EXECUTIVE DIRECTOR AND CPA FINANCIAL CONSULTANT REVIEW THE VARIOUS TRANSACTIONS WITH THE CONFLICTS OF INTEREST POLICY IN MIND AND, WHEN NECESSARY, INVESTIGATE ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS THE PRODUCT OF AN APPROVAL PROCESS THAT IS INITIATED, CARRIED OUT, AND MONITORED BY THE BOARD OF TRUSTEES. ALL OTHER COMPENSATION AMOUNTS ARE RECOMMENDED BY THE EXECUTIVE DIRECTOR AND APPROVED BY THE FINANCE AND EXECUTIVE COMMITTEES. EACH OF THESE PROCESSES LAST OCCURRED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION PROCESS HAS CHANGED DURING THE CURRENT TAX YEAR.