Nonprofit · EIN 20-3357553
TAX ALLIANCE CONFERENCE
Tax-exempt · RICHARDSON, TX 75080
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-EZ | $58,839 | $45,277 | $13,562 | $42,119 | – | $42,119 |
| July 31, 2024 | 990-EZ | $45,727 | $46,302 | -$575 | $28,398 | – | $28,398 |
| July 31, 2023 | 990-EZ | $36,243 | $37,927 | -$1,684 | $28,973 | – | $28,973 |
Financial details: 990-EZ for the year ended July 31, 2025
Revenue
- Program service revenue
- $58,837
- Investment income
- $2
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $4,000
- Other expenses
- $41,277
Balance sheet and other
- Total assets, start of year
- $28,398
- Total assets, end of year
- $42,119
- Total liabilities, end of year
- –
- Net assets, end of year
- $42,119
- Cash, savings and investments
- $42,119
- Gross receipts
- $58,839
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-EZ for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kyle Coleman Atty | President | 2 | $0 |
| Roslyn Banks | Director | 2 | $0 |
| Michelle Idzi | Director | 0 | $0 |
| Steve Carter | Treasurer | 2 | $0 |
| Teresa Dempsey CPA | Vice President | 2 | $0 |
| Grace Bates | Director | 2 | $0 |
| Tony Box | Director | 2 | $0 |
990-EZ for the year ended July 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kyle Coleman Atty | President | 2 | $0 |
| Roslyn Banks | Director | 2 | $0 |
| Patti Logan | Director | 2 | $0 |
| Steve Carter | Treasurer | 2 | $0 |
| Teresa Dempsey CPA | Vice President | 2 | $0 |
| Richard Logan | Director | 2 | $0 |
| Grace Bates | Director | 2 | $0 |
| Tony Box | Director | 2 | $0 |
990-EZ for the year ended July 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kyle Coleman Atty | President | 2 | $0 |
| Patti Logan | Vice President | 4 | $0 |
| Steve Carter | Treasurer | 3 | $0 |
| Teresa Dempsey CPA | Vice President | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1202 RICHARDSON DR STE 300, RICHARDSON, TX 75080-4678
- In care of
- % PAT SYKES
- Mailing address (990-N for 2021)
- 1202 Richardson Dr Ste 300, Richardson TX 75080
- Principal officer (990-N for 2021)
- R Steven Carter, 1202 Richardson Dr Ste 300, Richardson TX 75080
- Signed the 990-EZ
- Steve Carter, Treasurer
- Phone
- (972) 633-1040
- Website
- taxalliance.org
- Return prepared by
- CARTER GROUP TAX SERVICE
Mission
Educational Services to Tax Professionals
Program accomplishments
- The entity provides education regarding federal tax law for various license tax professional, EAs, CPAs, Attys. The seminar last 3 days with approximatiely 100 or more attending.
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-EZ on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-3357553
- 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
- 2006
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Youth development (O30)
- Assets (IRS master file)
- $42,119
- Income (IRS master file)
- $58,839
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | July 2025 | $58,839 | $45,277 | $42,119 | XML |
| 990-EZ | July 2024 | $45,727 | $46,302 | $28,398 | XML |
| 990-EZ | July 2023 | $36,243 | $37,927 | $28,973 | XML |
| 990-N for 2021 Officer: R Steven Carter | July 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | July 2021 | – | – | – | IRS |
| 990-EZ | July 2020 | – | – | – | IRS |
| 990-EZ | July 2019 | – | – | – | IRS |
| 990-EZ | July 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 20-3357553).
Questions about TAX ALLIANCE CONFERENCE
- What is the EIN of TAX ALLIANCE CONFERENCE?
- The employer identification number (EIN) of TAX ALLIANCE CONFERENCE is 20-3357553.
- Is TAX ALLIANCE CONFERENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to TAX ALLIANCE CONFERENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TAX ALLIANCE CONFERENCE 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 TAX ALLIANCE CONFERENCE due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TAX ALLIANCE CONFERENCE last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended July 2025.
- Who is the principal officer of TAX ALLIANCE CONFERENCE?
- The 990-N for 2021 names R Steven Carter.
- Who are the officers and directors of TAX ALLIANCE CONFERENCE?
- The 990-EZ for the year ended July 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does TAX ALLIANCE CONFERENCE have?
- On its 990-EZ for the year ended July 31, 2025 it reported revenue of $58,839, expenses of $45,277 and total assets of $42,119 at year end.
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