Nonprofit · EIN 31-0823849
NATIONAL TAX ASSOCIATION TAX INSTITUTE OF AMERICA
Tax-exempt · LEESBURG, VA 20176
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $665,571 | $572,994 | $92,577 | $1,075,636 | $75,469 | $1,000,167 |
| December 31, 2024 | 990 | $696,743 | $606,408 | $90,335 | $1,085,361 | $255,068 | $830,293 |
| December 31, 2023 | 990 | $650,864 | $573,939 | $76,925 | $727,485 | $63,491 | $663,994 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $227,769
- Program service revenue
- $343,818
- Investment income
- $16,035
- Royalties
- $77,949
- Other revenue
- $77,949
Expenses
- Grants and similar amounts paid
- $30,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $16,995
- Travel
- $6,333
- Program services (functional)
- $324,249
- Management and general (functional)
- $248,745
Balance sheet and other
- Total assets, start of year
- $1,085,361
- Total assets, end of year
- $1,075,636
- Total liabilities, end of year
- $75,469
- Net assets, end of year
- $1,000,167
- Publicly traded securities
- $796,957
- Net assets without donor restrictions
- $1,000,167
- Gross receipts
- $665,571
- Employees
- 0
- Volunteers
- 28
- Year formed
- 1907
- State of legal domicile
- NJ
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM RUEBEN | FIRST VP (THRU NOV); PRESIDENT Trustee or director, Officer | 1 | $0 |
| PETER MERRILL - PRESTHRU NOV | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| JENNIFER BLOUIN | PAST PRESIDENT (THRU NOV) Trustee or director, Officer | 1 | $0 |
| DAPHNE KENYON | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| DON BRUCE | SECOND VP (THRU NOV); FIRST VP Trustee or director, Officer | 1 | $0 |
| SALLY WALLACE | SECOND VP Trustee or director, Officer | 1 | $0 |
| CHRISTINE DOBRIDGE | SECRETARY Trustee or director, Officer | 1 | $0 |
| LAURA KAWANO | TREASURER (THRU NOV) Trustee or director, Officer | 1 | $0 |
| KATARZYNA BILICKA | BOARD MEMBER (THRU NOV) Trustee or director | 1 | $0 |
| VICTORIA BRYANT | BOARD MEMBER Trustee or director | 1 | $0 |
| JASON DEBACKER | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL DEVEREUX | BOARD MEMBER Trustee or director | 1 | $0 |
| BRIAN GALLE | BOARD MEMBER Trustee or director | 1 | $0 |
| JACOB GOLDIN | BOARD MEMBER Trustee or director | 1 | $0 |
| DANIEL HEMEL | BOARD MEMBER (THRU NOV) Trustee or director | 1 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF HOOPES | BOARD MEMBER (THRU NOV) Trustee or director | 1 | $0 |
| GARY HOOVER | BOARD MEMBER Trustee or director | 1 | $0 |
| CHYE-CHING HUANG | BOARD MEMBER Trustee or director | 1 | $0 |
| FITZROY LEE | BOARD MEMBER Trustee or director | 1 | $0 |
| REBECCA LESTER | BOARD MEMBER Trustee or director | 1 | $0 |
| EMILY LIN | BOARD MEMBER Trustee or director | 1 | $0 |
| FRANCINE LIPMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| LI LUI | BOARD MEMBER (THRU NOV) Trustee or director | 1 | $0 |
| ELAINE MAAG | BOARD MEMBER Trustee or director | 1 | $0 |
| RACHEL MOORE | BOARD MEMBER Trustee or director | 1 | $0 |
| JAKE MORTENSON | BOARD MEMBER Trustee or director | 1 | $0 |
| NIRUPAMA RAO | BOARD MEMBER (THRU NOV) Trustee or director | 1 | $0 |
| JOHN SAMUELS | BOARD MEMBER Trustee or director | 1 | $0 |
| MEGAN PARSONS | EXECUTIVE DIRECTOR Trustee or director, Officer | 8 | $0 |
990 for the year ended December 31, 2024: 23 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA KAWANO | TREASURER Trustee or director, Officer | 1 | $2,500 |
| JENNIFER BLOUIN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DAPHNE KENYON | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| JAMES MACKIE | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| PETER MERRILL | FIRST VP Trustee or director, Officer | 1 | $0 |
| KIM REUBEN | SECOND VP Trustee or director, Officer | 1 | $0 |
| CHRISTINE DOBRIDGE | SECRETARY Trustee or director, Officer | 1 | $0 |
| KATARZYNA BILICKA | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVEN DEAN | BOARD MEMBER Trustee or director | 1 | $0 |
| JACOB GOLDIN | BOARD MEMBER Trustee or director | 1 | $0 |
| DANIEL HEMEL | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFF HOOPES | BOARD MEMBER Trustee or director | 1 | $0 |
| GARY HOOVER | BOARD MEMBER Trustee or director | 1 | $0 |
| CHYE CHING HUANG | BOARD MEMBER Trustee or director | 1 | $0 |
| MARGARET JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| REBECCA LESTER | BOARD MEMBER Trustee or director | 1 | $0 |
| FRANCINE LIPMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| LI LUI | BOARD MEMBER Trustee or director | 1 | $0 |
| RICHARD PRISINZANO | BOARD MEMBER Trustee or director | 1 | $0 |
| NIRUPAMA RAO | BOARD MEMBER Trustee or director | 1 | $0 |
| ERIN TOWERY | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL UDELL | BOARD MEMBER Trustee or director | 1 | $0 |
| TARA SHEEHAN | EXECUTIVE DIRECTOR Officer | 8 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAPHNE KENYON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JAMES ALM | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| JAMES MACKIE | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| PETER MERRILL | FIRST VP Trustee or director, Officer | 1 | $0 |
| JENNIFER BLOUIN | SECOND VP Trustee or director, Officer | 1 | $0 |
| CHRISTINE DOBRIDGE | SECRETARY Trustee or director, Officer | 1 | $0 |
| LAURA KAWANO | TREASURER Trustee or director, Officer | 1 | $0 |
| KATARZYNA BILICKA | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVEN DEAN | BOARD MEMBER Trustee or director | 1 | $0 |
| DANIEL HEMEL | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFF HOOPES | BOARD MEMBER Trustee or director | 1 | $0 |
| BARRY JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| DAMON JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| MARGARET JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| ADAM LOONEY | BOARD MEMBER Trustee or director | 1 | $0 |
| LI LUI | BOARD MEMBER Trustee or director | 1 | $0 |
| KATHERINE PRATT | BOARD MEMBER Trustee or director | 1 | $0 |
| RICHARD PRISINZANO | BOARD MEMBER Trustee or director | 1 | $0 |
| NIRUPAMA RAO | BOARD MEMBER Trustee or director | 1 | $0 |
| JUAN CARLOS SUAREZ SERRATO | BOARD MEMBER Trustee or director | 1 | $0 |
| ERIN TOWERY | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL UDELL | BOARD MEMBER Trustee or director | 1 | $0 |
| TARA SHEEHAN | EXECUTIVE DIRECTOR Officer | 8 | $0 |
Address and contacts
- Address (IRS master file)
- 673 POTOMAC STATION DRIVE 801, LEESBURG, VA 20176-1819
- Principal officer (990 for 2025)
- MEGAN PARSONS, 673 POTOMAC STATION DRIVE 801, LEESBURG, VA 20176
- Signed the 990
- KIM RUEBEN, PRESIDENT
- Phone
- (860) 986-1274
- Website
- WWW.NTANET.ORG
- Return prepared by
- HAN GROUP LLC
Mission
FOUNDED IN 1907, THE NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA (THE ASSOCIATION) SERVES AS THE LEADING ASSOCIATION OF SCHOLARS AND PROFESSIONALS DEDICATED TO ADVANCING THE THEORY AND PRACTICE OF PUBLIC FINANCE, INCLUDING PUBLIC TAXING, SPENDING AND BORROWING. THE ASSOCIATION IS A NONPARTISAN, NONPOLITICAL EDUCATIONAL ASSOCIATION. AS A 501(C)(3) ORGANIZATION, THE NTA DOES NOT PROMOTE ANY PARTICULAR TAX PROGRAM OR POLICY. THE ENORMOUS PUBLIC BENEFIT THAT CAN COME FROM SOUND TAX POLICY AND WISE ADMINISTRATION OF PUBLIC FINANCES IS A PRIME REASON FOR THE WORK OF NTA.NTA'S DIVERSE MEMBERSHIP IS ITS UNIQUE FEATURE AND ITS GREATEST STRENGTH. THE ASSOCIATION BRINGS TOGETHER GOVERNMENT, CORPORATE, ACADEMIC, AND INDEPENDENT PROFESSIONALS - A RICH MIX OF FEDERAL AND STATE LEGISLATORS, ADMINISTRATORS AND POLICY ANALYSTS; TAXPAYER REPRESENTATIVES; PRACTICING LAWYERS AND ACCOUNTANTS; PROFESSORS OF ECONOMICS, LAW AND ACCOUNTING; STUDENTS; AND INTERESTED CITIZENS.
Program accomplishments
- ANNUAL CONFERENCE - THE ANNUAL CONFERENCE COVERS A BROAD RANGE OF TOPICS INCLUDING, BUT NOT LIMITED TO, TAXATION AND TAX POLICIES; EXPENDITURE POLICIES; GOVERNMENT BUDGETING; INTERGOVERNMENTAL FISCAL RELATIONS; AND SUBNATIONAL, NATIONAL, AND INTERNATIONAL PUBLIC FINANCE. THE CONFERENCE FOCUSES ON POLICY-RELEVANT RESEARCH BEARING ON TAXATION AND GOVERNMENT SPENDING.Expenses $291,875 · grants $30,000 · revenue $280,818
- SPRING SYMPOSIUM - THE ASSOCIATION'S SPRING SYMPOSIUM IS HELD ANNUALLY IN WASHINGTON, DC TO EXAMINE TIMELY TOPICS RELATED TO TAXATION, TAX POLICIES, AND THEIR EFFECTS ON THE INTERNATIONAL, NATIONAL, AND SUBNATIONAL COMMUNITIES.Expenses $32,374 · revenue $62,250
- NATIONAL TAX JOURNAL - THE GOAL OF THE NATIONAL TAX JOURNAL (NTJ) IS TO ENCOURAGE AND DISSEMINATE HIGH-QUALITY ORIGINAL RESEARCH ON GOVERNMENT TAX AND EXPENDITURE POLICIES. ARTICLES PUBLISHED IN THE REGULAR MARCH, JUNE, AND SEPTEMBER ISSUES OF THE JOURNAL, AS WELL AS ARTICLES ACCEPTED FOR PUBLICATION IN SPECIAL ISSUES OF THE JOURNAL, ARE SUBJECT TO PROFESSIONAL PEER REVIEW AND INCLUDE ECONOMIC, THEORETICAL, AND EMPIRICAL ANALYSES OF TAX AND EXPENDITURE ISSUES WITH AN EMPHASIS ON POLICY IMPLICATIONS. THE NTJ HAS BEEN PUBLISHED QUARTERLY SINCE 1948 UNDER THE AUSPICES OF THE NATIONAL TAX ASSOCIATION.revenue $750
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 | 990 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
- 31-0823849
- 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
- 1939
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,075,636
- Income (IRS master file)
- $665,571
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $665,571 | $572,994 | $1,075,636 | XML |
| 990 | December 2024 | $696,743 | $606,408 | $1,085,361 | XML |
| 990 | December 2023 | $650,864 | $573,939 | $727,485 | XML |
| 990 | December 2022 | $227,967 | $304,797 | $634,292 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 31-0823849).
Questions about NATIONAL TAX ASSOCIATION TAX INSTITUTE OF AMERICA
- What is the EIN of NATIONAL TAX ASSOCIATION TAX INSTITUTE OF AMERICA?
- The employer identification number (EIN) of NATIONAL TAX ASSOCIATION TAX INSTITUTE OF AMERICA is 31-0823849.
- Is NATIONAL TAX ASSOCIATION TAX INSTITUTE OF AMERICA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1939.
- Are donations to NATIONAL TAX ASSOCIATION TAX INSTITUTE OF AMERICA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NATIONAL TAX ASSOCIATION TAX INSTITUTE OF AMERICA 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 NATIONAL TAX ASSOCIATION TAX INSTITUTE OF AMERICA due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL TAX ASSOCIATION TAX INSTITUTE OF AMERICA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of NATIONAL TAX ASSOCIATION TAX INSTITUTE OF AMERICA?
- The 990 for the year ended December 31, 2025 names MEGAN PARSONS.
- Who are the officers and directors of NATIONAL TAX ASSOCIATION TAX INSTITUTE OF AMERICA?
- The 990 for the year ended December 31, 2025 lists 29 people; 0 received compensation from the organization.
- How much revenue does NATIONAL TAX ASSOCIATION TAX INSTITUTE OF AMERICA have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $665,571, expenses of $572,994 and total assets of $1,075,636 at year end.
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