2025-04-08T13:42:51-05:00 2023-06-30 582487348 APRIO ADVISORY GROUP LLC 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990 2022-07-01 237073182 TAX ANALYSTS TAXA 7037780381 400 SOUTH MAPLE AVENUE 4TH FLOOR FALLS CHURCH VA 22046 CARL WALKER CHIEF FINANCIAL OFFICER 7037780381 2025-04-07 1 0 STACY CULLEN P00974308 3012316200 2025-04-07 2022 2025-03-06 01:10:19Z X CARA GRIFFITH 400 SOUTH MAPLE AVENUE 4TH FLOOR FALLS CHURCH VA 22046 66873093 0 X WWW.TAXANALYSTS.ORG X 1971 DC PUBLISHING AND FOSTERING TAX POLICY DEBATE. ENSURING DISCLOSURE OF TAX INFORMATION TO THE PUBLIC. 15 14 197 14 209945 0 0 10000 28871894 31290790 1827956 1296827 230353 217978 30930203 32815595 0 0 0 0 22654527 23166281 0 0 0 8611555 9089495 31266082 32255776 -335879 559819 71277023 77500529 25524462 25087139 45752561 52413390 X TAX ANALYSTS IS DEDICATED TO FOSTERING OPEN AND INFORMED DEBATE ABOUT TAXATION TO HELP EDUCATE ALL TAXPAYERS AND TO ENHANCE TAX ADMINISTRATION AND POLICY. TAX ANALYSTS PROVIDES UNBIASED INFORMATION ABOUT TAX POLICY THROUGH ITS IN-DEPTH NEWS AND ANALYSIS. ADDITIONALLY, THE ORGANIZATION SERVES AS A FORUM FOR EVEN-HANDED DEBATE AND DISCUSSION BY SPONSORING TAX POLICY DISCUSSION EVENTS BY OTHER GROUPS, AND THROUGH SPEAKING ENGAGEMENTS CONDUCTED BY ITS SUBJECT MATTER TAX AUTHORITIES. 0 0 24654581 31290790 THROUGH THE ORGANIZATION'S PRINT PUBLICATIONS AND ONLINE CONTENT TAX ANALYSTS PROVIDES TAX PRACTITIONERS, TAX ADMINISTRATORS, ACADEMICS AND ALL TAXPAYERS WITH THE MOST UP-TO-DATE, TECHNICALLY ACCURATE, AND NON-BIASED TAX NEWS, COMMENTARY AND ANALYSIS. THEY ALSO PARTICIPATE WITH TAX SUBJECT MATTER EXPERTS AT EVENTS THE ORGANIZATION COSPONSORS. TAX ANALYSTS ALSO PERFORMS A VERY IMPORTANT PUBLIC WATCHDOG FUNCTION BY ENGAGING IN STRONG AND FAIR INVESTIGATIVE JOURNALISM AND, WHEN NEEDED PURSUING LEGAL ACTION UNDER THE FREEDOM OF INFORMATION ACT TO ENSURE THAT TRANSPARENCY EXISTS IN THE ADMINISTRATION OF TAX POLICY AT THE FEDERAL AND STATE LEVELS. 24654581 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 41 0 1 197 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X CARL WALKER 7035334400 400 SOUTH MAPLE AVENUE 4TH FLOOR FALLS CHURCH VA 22046 AMEEK ASHOK PONDA DIRECTOR, CHAIRMAN 1.00 X X 0 0 0 JOSEPH HUDDLESTON DIRECTOR, TREASURER 1.00 X X 0 0 0 SHARDA CHERWOO DIRECTOR 1.00 X 0 0 0 ELI DICKER DIRECTOR 1.00 X 0 0 0 KAREN HAWKINS DIRECTOR 1.00 X 0 0 0 DAVID KAUTTER DIRECTOR 1.00 X 0 0 0 THOMAS S NEUBIG DIRECTOR 1.00 X 0 0 0 NINA OLSEN DIRECTOR 1.00 X 0 0 0 DANIELLE ROLFES DIRECTOR 1.00 X 0 0 0 H DAVID ROSENBLOOM DIRECTOR 1.00 X 0 0 0 SAM SIM DIRECTOR 1.00 X 0 0 0 SAMUEL C THOMSON JR DIRECTOR 1.00 X 0 0 0 BETH TUCKER DIRECTOR 1.00 X 0 0 0 CARA GRIFFITH DIRECTOR, PRESIDENT 40.00 X X 512025 0 27799 JOHN D RING CHIEF FINANCIAL OFFICER 40.00 X 267781 0 32947 MICHAEL BERKELEY CHIEF TECHNOLOGY OFFICER 40.00 X 274647 0 30033 JEREMY SCOTT CHIEF CONTENT OFFICER 40.00 X 288027 0 27665 PETER BILLINGLSEY CHIEF GROWTH OFFICER 40.00 X 260694 0 22099 JEFFREY COTTRELL SENIOR ACCOUNT EXECUTIVE 40.00 X 277672 0 32964 LEE SHEPPARD CONTRIBUTING EDITOR 40.00 X 269997 0 32820 MARTIN SULLIVAN CONTRIBUTING EDITOR 40.00 X 250515 0 25080 KATHRYN ELLIS DIRECTOR OF SALES - AMERICAS 40.00 X 228142 0 10671 ELI LASSER SALES MANAGER 40.00 X 213468 0 21706 2842968 0 263784 11 0 1 0 MILES & STOCKBRIDGE 1201 PENNSYLVANIA AVENUE NW SUITE WASHINGTON DC 20004 LEGAL SERVICE 102630 1 10000 10000 ELECTRONIC DATABASES REVENUE 513190 29134906 29134906 OTHER PROGRAM SERVICE REVENUE 513190 1266600 1266600 PRINT PUBLICATION REVENUE 513190 889284 889284 31290790 1487608 1487608 1009593 799648 209945 209945 209945 33055373 11696 33257850 0 -202477 11696 -190781 -190781 OTHER INCOME 900099 8033 8033 8033 32815595 31290790 209945 1304860 3236596 2780894 455702 16234809 13979946 2254863 483118 405015 78103 1890080 1584518 305562 1321678 1144649 177029 335372 86961 248411 262978 262978 1315762 192283 1123479 640127 338 639789 368686 341975 26711 424471 66262 358209 727221 702610 24611 241206 233586 7620 411190 411190 2032938 1467003 565935 189556 189556 OTHER PUBLICATION EXPEN 779358 779358 OTHER EXPENSES 593471 241918 351553 PUBLIC INTEREST AND EDU 245639 245639 EMPLOYEE EDUCATION 189745 122577 67168 331775 279049 52726 32255776 24654581 7601195 0 1580944 1380666 499369 424597 866335 782677 35961775 20394999 15072261 15566776 38644658 43756954 13498218 14672255 1115238 916604 71277023 77500529 2866617 3269086 12606666 13494736 9634857 8197956 416322 125361 25524462 25087139 X 45752561 52413390 45752561 52413390 71277023 77500529 X 559819 5766336 334674 X X 0 1 X 1 0 X 63677 10000 73677 22674025 24541455 26712833 28871894 31290790 134090997 22674025 24541455 26776510 28871894 31300790 134164674 0 7344531 2350225 3137229 3085019 3492440 19409444 7344531 2350225 3137229 3085019 3492440 19409444 114755230 2423518 2441722 2308793 2218139 2497201 11889373 2423518 2441722 2308793 2218139 2497201 11889373 14224 14224 25097543 26983177 29085303 31104257 33797991 146068271 0.78560 0.72220 0.08140 0.08260 X 3300000 3300000 18231253 9987285 8243968 2616863 227667 2389196 10207883 8698785 1509098 1605776 1481262 124514 15566776 CORPORATE AND GOVERNMENT FIXED INCOME 14672255 F 14672255 FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 32335 RENT DEPOSITS 29936 LEASE LIABILITY - FINANCE LEASE 63090 125361 X 38257840 5766336 15403 334674 6116413 32141427 262978 411190 674168 32815595 31597011 15403 15403 31581608 262978 411190 674168 32255776 PART X, LINE 2: WE EVALUATE UNCERTAIN TAX POSITIONS BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION STANDARD. IF THAT THRESHOLD IS MET, THE TAX POSITION IS THEN MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. IF APPLICABLE, WE RECORD INTEREST AND PENALTIES AS A COMPONENT OF INCOME TAX EXPENSE. THERE WERE NO ACCRUALS FOR UNCERTAIN TAX POSITIONS AT JUNE 30, 2023 AND 2022. TAX YEARS FROM 2020 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 334,674. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE 411,190. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE 411,190. 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 PART III ACCOUNTING METHOD: X X X X X 0 0 0 0 0 0 0 1 0 CARA GRIFFITH DIRECTOR, PRESIDENT 452025 0 60000 0 0 0 20500 0 7299 0 539824 0 0 0 JEREMY SCOTT CHIEF CONTENT OFFICER 261027 0 27000 0 0 0 20500 0 7165 0 315692 0 0 0 JEFFREY COTTRELL SENIOR ACCOUNT EXECUTIVE 89424 0 27500 0 160748 0 27000 0 5964 0 310636 0 0 0 MICHAEL BERKELEY CHIEF TECHNOLOGY OFFICER 255147 0 19500 0 0 0 20369 0 9664 0 304680 0 0 0 LEE SHEPPARD CONTRIBUTING EDITOR 260497 0 9500 0 0 0 27000 0 5820 0 302817 0 0 0 JOHN D RING CHIEF FINANCIAL OFFICER 250781 0 17000 0 0 0 26778 0 6169 0 300728 0 0 0 PETER BILLINGLSEY CHIEF GROWTH OFFICER 233694 0 27000 0 0 0 10428 0 11671 0 282793 0 0 0 MARTIN SULLIVAN CONTRIBUTING EDITOR 238515 0 12000 0 0 0 25080 0 0 0 275595 0 0 0 KATHRYN ELLIS DIRECTOR OF SALES - AMERICAS 165410 0 37000 0 25732 0 10671 0 0 0 238813 0 0 0 ELI LASSER SALES MANAGER 80168 0 31500 0 101800 0 15846 0 5860 0 235174 0 0 0 PART I, LINE 7 THE ORGANIZATION PERIODICALLY PAYS DISCRETIONARY BONUSES TO EMPLOYEES IN RECOGNITION OF PERFORMANCE. A CITY OF FALLS CHURCH ECONOMIC DEV AUTHORITY 546001271 999999999 2013-06-12 15020000 RFND PRIOR BONDS ISSUED 12/5/06 0 0 0 A 15020000 15020000 1 0 1 1 A 0 0 0 0 1 0 0 A 0 1 0 0 1 1 PNC BANK 15.000000000000 0 0 0 0 1 A 1 FORM 990, BOX B - AMENDED RETURN: TAX ANALYSTS IS AMENDING ITS PREVIOUSLY FILED 2022 RETURN TO ACCOUNT FOR THE FILING OF FORMS 5471 AND 8992. FORM 990, PART IV, LINE 14A - CHECKLIST OF REQUIRED SCHEDULES AS AMENDED: "YES" AS ORIGINALLY FILED: "NO" FORM 990, SCHEDULE F, PART IV, LINE 3 - FOREIGN FORMS AS AMENDED: "YES" AS ORIGINALLY FILED: "NO" FORM 990, PART VI, SECTION B, LINE 11B A FINAL DRAFT FORM 990 AND ALL RELATED SCHEDULES AND STATEMENTS ARE SUBMITTED FOR REVIEW TO THE ORGANIZATION'S FINANCE COMMITTEE AND TO ALL BOARD MEMBERS. THE COMMENTS FROM THIS COMMITTEE AND THE BOARD MEMBERS ARE INCORPORATED INTO THE FINAL VERSION THAT IS FILED WITH THE IRS. THE COMMITTEE IS DESIGNATED BY THE BOARD OF DIRECTORS AS THE BOARD'S DESIGNEE TO PERFORM THE REVIEW OF THE FORM 990 AND FORM 990-T. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS STATED IN THE EMPLOYEE PROCEDURES MANUAL THAT IS DISTRIBUTED TO ALL EMPLOYEES, OFFICERS, AND DIRECTORS. THE PRESIDENT AND HUMAN RESOURCES DEPARTMENT MONITOR, UPDATE, AND ENFORCE ALL PROCEDURES INCLUDING THE CONFLICT OF INTEREST POLICY AND COMPLIANCE ON AN ONGOING BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO (THE PRESIDENT) INCLUDES A REVIEW, EVALUATION, AND RECOMMENDATION BY THE BOARD OF DIRECTORS' HUMAN RESOURCE COMMITTEE TO THE BOARD OF DIRECTORS. THE RECOMMENDATION IS BASED ON COMPARABLE DATA GATHERED FROM INDEPENDENT SOURCES (PROFESSIONAL COMPENSATION STUDIES) AND OTHER RELEVANT INFORMATION. THE BOARD OF DIRECTORS DELIBERATES AND HAS FINAL APPROVAL. THE BOARD MINUTES PROVIDE CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE PROCESS FOR DETERMINING COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES INVOLVES COMPENSATION STUDIES EVERY FEW YEARS, AND IS APPROVED BY THE CEO WITH DELEGATED AUTHORITY FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE EACH YEAR THE TAX RETURN (FORM 990 AND ALL RELATED SCHEDULES) ON A WEBSITE WHERE MOST NONPROFITS REPORTS ARE PRESENTED AND PUBLICLY AVAILABLE. IN ADDITION, THE REPORT IS AVAILABLE ON REQUEST. THE ORGANIZATION CURRENTLY DOES NOT MAKE ITS CONFLICT OF INTEREST POLICIES AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 334,674. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. TAX ANALYSTS BV OFFICE OPERATORS NIEUWEZIJDS BV S SCHIPHOL NL 1118 BG FOR-PROFIT ORGANIZATION NL TAX ANALYSTS 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0