2025-04-10T14:17:35-05:00 2024-06-30 582487348 Aprio Advisory Group LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2023-07-01 237073182 Tax Analysts TAXA 7037780381 400 South Maple Avenue 4th Floor Falls Church VA 22046 Carl Walker Chief Financial Officer 7037780381 2025-04-06 1 0 Stacy Cullen P00974308 3012316200 2025-04-06 2023 2025-03-06 01:10:19Z Cara Griffith 400 South Maple Avenue 4th Floor Falls Church VA 22046 46358500 0 X www.taxanalysts.org X 1971 DC Publishing and fostering tax policy debate. Ensuring disclosure of tax information to the public. 16 15 202 15 176760 175760 10000 0 31290790 33582806 1296827 1684100 217978 184305 32815595 35451211 0 0 0 0 23166281 24891250 0 0 0 9089495 8722702 32255776 33613952 559819 1837259 77500529 85259122 25087139 23951534 52413390 61307588 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 25977986 33590351 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 sponsors. 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. 25977986 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 1 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 43 0 1 202 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 15 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, Chairperson 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 Christain Kaesar 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 Robert Risse 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 Andrew Sidamon-Eristoff 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 Cara Griffith Director, President & CEO 40.00 X X 537577 0 31549 Richa Dahiya Chief Financial Officer (JUL-NOV) 40.00 X 213778 0 26138 Jeremy Scott Chief Operating Officer 40.00 X 302864 0 30115 Michael Berkeley Chief Technology Officer 40.00 X 267938 0 31610 Peter Billlingsley Chief Growth Officer 40.00 X 248155 0 28879 Ellen Kidwell Chief People Officer 40.00 X 223731 0 37419 Charles O'Toole Chief Content Officer 40.00 X 201183 0 25550 Lee Sheppard Contributing Editor 40.00 X 281630 0 36020 Martin Sullivan Contributing Editor 40.00 X 255043 0 25080 Jeffrey Cottrell Senior Account Executive 40.00 X 216409 0 30701 Eli Lasser Sales Manager 40.00 X 185304 0 18599 Kathryn Ellis Director of Sales- Americas 40.00 X 194855 0 5230 John Ring Chief Financial Officer 40.00 X 152508 0 18781 3280975 0 345671 13 1 1 0 Miles & Stockbridge 1201 Pennsylvania Avenue NW Suite Washington DC 20004 Legal Service 184061 Mindy Herzfeld 400 South Maple Avenue 4th Floor Falls Church VA 22046 Author 108500 2 Electronic Databases Revenue 513190 31420987 31420987 Other Program Service Revenue 513190 1352228 1352228 Print Publication Revenue 513190 809591 809591 33582806 1300915 1300915 1027959 851199 176760 176760 176760 10436915 2360 10056090 0 380825 2360 383185 383185 Other Income 900099 7545 7545 7545 35451211 33590351 176760 1684100 2328803 1999328 329475 18526170 15906818 2619352 645776 553830 91946 1946800 1669612 277188 1443701 1252821 190880 198134 65473 132661 60995 15289 45706 260491 260491 1394112 349442 1044670 629156 6887 622269 343334 303210 40124 475864 68321 407543 918211 796987 121224 272113 240036 32077 395985 395985 1570032 1072912 497120 195080 195080 Other Publication Expen 952052 952052 Employee Expense 227561 101877 125684 Public Interest and Edu 148031 148031 Employee Education 147515 134669 12846 534036 340391 193645 33613952 25977986 7635966 0 1380666 2969313 424597 931841 782677 722910 36095332 22191884 15566776 13903448 43756954 49904423 14672255 16021211 916604 805976 77500529 85259122 3269086 2558370 13494736 14572815 8197956 6703068 125361 117281 25087139 23951534 X 52413390 61307588 52413390 61307588 77500529 85259122 X 1837259 7036598 20341 X X 0 1 X 1 0 X 63677 10000 73677 24541455 26712833 28871894 31290790 33582806 144999778 24541455 26776510 28871894 31300790 33582806 145073455 0 2350225 3137229 3085019 3492440 1778746 13843659 2350225 3137229 3085019 3492440 1778746 13843659 131229796 2441722 2308793 2218139 2497201 2328874 11794729 2441722 2308793 2218139 2497201 2328874 11794729 14224 8033 7545 29802 26983177 29085303 31104257 33806024 35919225 156897986 0.83640 0.78560 0.07520 0.08140 X 3300000 3300000 18231253 10594994 7636259 2620245 422928 2197317 10338057 9658958 679099 1605777 1515004 90773 13903448 Corporate and Government Fixed Income 16021211 F 16021211 Fair Value of Interest Rate Swap Agreement 11994 Rent Deposits 36039 Lease Liability - Finance Lease 69248 117281 X 41863021 7036598 11347 20341 7068286 34794735 260491 395985 656476 35451211 32968823 11347 11347 32957476 260491 395985 656476 33613952 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, 2024 and 2023. 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 20,341. Part XI, Line 4b - Other Adjustments: Interest Expense 395,985. Part XII, Line 4b - Other Adjustments: Interest Expense 395,985. Europe (Including Iceland & Greenland) 1 3 Service provider to US Parent Sales support, local tax news reporting 463000 1 3 0 0 1 3 463000 0 463000 0 0 1 0 0 0 X X X X X 0 0 0 0 0 0 0 1 0 Cara Griffith Director, President & CEO 465577 0 72000 0 0 0 22500 0 9049 0 569126 0 0 0 Jeremy Scott Chief Operating Officer 277864 0 25000 0 0 0 22500 0 7615 0 332979 0 0 0 Lee Sheppard Contributing Editor 261630 0 20000 0 0 0 30000 0 6020 0 317650 0 0 0 Michael Berkeley Chief Technology Officer 252938 0 15000 0 0 0 20496 0 11114 0 299548 0 0 0 Martin Sullivan Contributing Editor 245043 0 10000 0 0 0 25080 0 0 0 280123 0 0 0 Peter Billlingsley Chief Growth Officer 228155 0 20000 0 0 0 10655 0 18224 0 277034 0 0 0 Ellen Kidwell Chief People Officer 203731 0 20000 0 0 0 30000 0 7419 0 261150 0 0 0 Jeffrey Cottrell Senior Account Executive 85978 0 34800 0 95631 0 22337 0 8364 0 247110 0 0 0 Richa Dahiya Chief Financial Officer (JUL-NOV) 198778 0 15000 0 0 0 20625 0 5513 0 239916 0 0 0 Charles O'Toole Chief Content Officer 189183 0 12000 0 0 0 22500 0 3050 0 226733 0 0 0 Eli Lasser Sales Manager 85865 0 22700 0 76739 0 13339 0 5260 0 203903 0 0 0 Kathryn Ellis Director of Sales- Americas 179855 0 15000 0 0 0 5171 0 59 0 200085 0 0 0 John Ring Chief Financial Officer 152508 0 0 0 0 0 15572 0 3209 0 171289 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 2006 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, 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 policy available to the public. Form 990, Part XI, line 9: Change in Fair Value of Interest Rate Swap Agreement 20,341. 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