Nonprofit · EIN 52-1396078
INSTITUTE FOR PROFESSIONALS IN TAXATION
Tax-exempt · ATLANTA, GA 30328
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $6,317,751 | $5,353,116 | $964,635 | $13,487,197 | $1,276,453 | $12,210,744 |
| December 31, 2024 | 990 | $5,311,858 | $4,615,246 | $696,612 | $12,010,267 | $764,158 | $11,246,109 |
| December 31, 2023 | 990 | $4,786,764 | $4,220,643 | $566,121 | $11,139,144 | $589,647 | $10,549,497 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $453,750
- Program service revenue
- $5,061,764
- Investment income
- $776,087
- Net gain from sales of assets
- $482,190
- Other revenue
- $26,150
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $415,788
- Other salaries and wages
- $1,104,282
- Salaries, compensation and benefits (total)
- $1,944,913
- Professional fundraising fees
- $0
- Legal fees
- $5,028
- Accounting fees
- $53,233
- Occupancy
- $241,320
- Travel
- $207,196
- Program services (functional)
- $4,236,195
- Management and general (functional)
- $1,116,921
Balance sheet and other
- Total assets, start of year
- $12,010,267
- Total assets, end of year
- $13,487,197
- Total liabilities, end of year
- $1,276,453
- Net assets, end of year
- $12,210,744
- Publicly traded securities
- $6,336,875
- Net assets without donor restrictions
- $11,977,022
- Net assets with donor restrictions
- $233,722
- Gross receipts
- $7,722,673
- Employees
- 16
- Volunteers
- 0
- Year formed
- 1976
- State of legal domicile
- DC
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 | Other / benefits |
|---|---|---|---|---|
| CHRIS G MUNTIFERING | EXECUTIVE DIRECTOR Key employee | 37.5 | $319,425 | $96,363 |
| BRENDA PITTLER | A.E. DIRECTOR Highest-paid employee | 37.5 | $134,250 | $101,760 |
| EMILY J ARCHER | EMPLOYEE Highest-paid employee | 37.5 | $139,850 | $60,210 |
| CHRISTINA WEBB | DIRECTOR OF EDUCATION Highest-paid employee | 37.5 | $109,198 | $30,006 |
| TOBY G MILLER | EMPLOYEE Highest-paid employee | 37.5 | $100,825 | $28,078 |
| MONTGOMERY E BRANTLEY | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| RODNEY L COLE | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| MICHELLE DELAPPE | BOARD OF GOVERNORS (P) Trustee or director | 2 | $0 | $0 |
| JOSHUA E ESTES | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| KRISTINA FRIEDMAN | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| MARTIN GUENTHER | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| MINAH C HALL | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| VICKI C HARRIS | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| GENE JOHNSON | BOARD OF GOVERNORS (P) Trustee or director | 2 | $0 | $0 |
| MARK LOYD | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA J-L MYERS | BOARD OF GOVERNORS Trustee or director | 2 | $0 |
| DANIEL L THOMPSON | BOARD OF GOVERNORS (P) Trustee or director | 2 | $0 |
| DONALD L LIPPERT | PRESIDENT Officer | 2 | $0 |
| TRISHA C FORTUNE | IMMEDIATE PAST PRESIDENT Officer | 2 | $0 |
| ALLAN J WELLS | IMMEDIATE PAST PRESIDENT (P) Officer | 2 | $0 |
| JEFF MCGHEHEY | FIRST VICE PRESIDENT Officer | 2 | $0 |
| JAN A NASH | SECOND VICE PRESIDENT Officer | 2 | $0 |
990 for the year ended December 31, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRIS G MUNTIFERING | EXECUTIVE DIRECTOR Key employee | 37.5 | $311,575 | $84,089 |
| BRENDA PITTLER | A.E. DIRECTOR Highest-paid employee | 37.5 | $192,500 | $43,471 |
| EMILY J ARCHER | EMPLOYEE Highest-paid employee | 37.5 | $135,550 | $35,889 |
| CHRISTINA WEBB | DIRECTOR OF EDUCATION Highest-paid employee | 37.5 | $106,374 | $22,895 |
| CARLOS V HERNANDEZ | BOARD OF GOVERNORS (P) Trustee or director | 2 | $0 | $0 |
| JAN NASH | BOARD OF GOVERNORS (P) Trustee or director | 2 | $0 | $0 |
| JACK M SCHINDLER | BOARD OF GOVERNORS (P) Trustee or director | 2 | $0 | $0 |
| MICHELLE DELAPPE | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| GENE JOHNSON | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| DANIEL L THOMPSON | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| JOSHUA E ESTES | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| VICKI C HARRIS | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| MARK LOYD | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| RODNEY L COLE | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| KRISTINA FRIEDMAN | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| MARTIN GUENTHER | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| JEFF MCGHEHEY | SECOND VICE PRESIDENT Trustee or director | 2 | $0 | $0 |
| APRIL M NEVAREZ | IMMEDIATE PAST PRESIDENT (P) Officer | 2 | $0 | $0 |
| TRISHA C FORTUNE | PRESIDENT Officer | 2 | $0 | $0 |
| ALLAN J WELLS | IMMEDIATE PAST PRESIDENT Officer | 2 | $0 | $0 |
| DONALD L LIPPERT | FIRST VICE PRESIDENT Officer | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRIS G MUNTIFERING | EXECUTIVE DIRECTOR Key employee | 37.5 | $307,150 | $64,179 |
| BRENDA PITTLER | A.E. DIRECTOR Highest-paid employee | 37.5 | $191,700 | $42,888 |
| CHRISTINA WEBB | DIRECTOR OF EDUCATION Highest-paid employee | 37.5 | $103,675 | $25,200 |
| ANETTE PREHN | BOARD OF GOVERNORS (P) Trustee or director | 2 | $0 | $0 |
| KATHLEEN M LUSK | BOARD OF GOVERNORS (P) Trustee or director | 2 | $0 | $0 |
| CARLOS V HERNANDEZ | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| JAN NASH | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| JACK M SCHINDLER | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| MICHELLE DELAPPE | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| GENE JOHNSON | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| DANIEL L THOMPSON | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| JOSHUA E ESTES | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| VICKI C HARRIS | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| MARK LOYD | BOARD OF GOVERNORS Trustee or director | 2 | $0 | $0 |
| APRIL M NEVAREZ | IMMEDIATE PAST PRESIDENT Officer | 2 | $0 | $0 |
| TRISHA C FORTUNE | FIRST VICE PRESIDENT Officer | 2 | $0 | $0 |
| ALLAN J WELLS | PRESIDENT Officer | 2 | $0 | $0 |
| DONALD L LIPPERT | SECOND VICE PRESIDENT Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1100 ABERNATHY RD NE, ATLANTA, GA 30328-5620
- Principal officer (990 for 2025)
- CHRIS G MUNTIFERING, 1100 ABERNATHY ROAD NE 750, ATLANTA, GA 30328
- Signed the 990
- CHRIS G MUNTIFERING, EXECUTIVE DIRECTOR
- Phone
- (404) 240-2300
- Website
- WWW.IPT.ORG
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
THE INSTITUTE FOR PROFESSIONALS IN TAXATION IS DEDICATED TO FOSTERING THE PROFESSIONALIZATION OF ITS MEMBERS, TO PROMOTING THE UNIFORM AND EQUITABLE ADMINISTRATION OF AD VALOREM TAXATION AND OTHER FORMS OF STATE AND LOCAL TAXATION AND TO MINIMIZING THE COSTS OF ADMINISTRATION AND COMPLIANCE.
Program accomplishments
- ANNUAL CONFERENCE - TWO AND ONE-HALF DAY PROGRAM FOR ALL MEMBERS, WHICH OFFERS A FORUM FOR DISCUSSION ON CURRENT ISSUES AND EDUCATIONAL SESSIONS FOR MEMBERS. PROMOTES THE EXCHANGE OF INFORMATION AMONG MEMBERS.Expenses $411,138 · revenue $449,050
- SALES TAX EDUCATIONAL PROGRAMS - TWO SALES AND USE TAX SCHOOLS, SALES AND USE TAX SYMPOSIUM.Expenses $808,041 · revenue $1,208,765
- PROPERTY TAX EDUCATIONAL PROGRAMS - BASIC, REAL AND PERSONAL PROPERTY TAX SCHOOLS, AND PROPERTY TAX SYMPOSIUM.Expenses $824,144 · revenue $950,050
- VARIOUS PROGRAMS AND SEMINARS EDUCATIONAL COURSES CO-SPONSORED WITH OTHER ORGANIZATIONS.Expenses $2,192,872 · revenue $678,789
- SEMINARS AND WORKSHOPS IN CONJUNCTION WITH STATE DEPARTMENTS OF REVENUE
- MEMBERSHIP SUPPORT - PUBLICATION OF TEXTBOOKS AND ANNUAL DIRECTORY, INFORMATIONAL SERVICES, EVENT COORDINATION, PROFESSIONAL DESIGNATIONS
- INCOME TAX PROGRAMS - INCOME TAX SYMPOSIUM, BASIC INCOME TAX SCHOOL AND VALUE ADDED TAX PROGRAMS - THE PROGRAM, DEVELOPED TO EMPHASIZE PRACTICAL APPLICATIONS OF THEORIES, TECHNIQUES, AND PROCEDURES TO EVERYDAY SITUATIONS, WILL BE VALUABLE TO STATE AND LOCAL INCOME TAX REPRESENTATIVES FROM ALL INDUSTRIES AT ALL LEVELS OF EXPERIENCE.
- CREDITS AND INCENTIVES SYMPOSIUM - THE CREDITS AND INCENTIVES COMMITTEE IS PLANNING A WELL-ROUNDED SYMPOSIUM FEATURING A VARIETY OF TOPICAL PRESENTATIONS WITH OPPORTUNITIES TO DISCUSS MANY OF THE ISSUES FACING THE EVER-CHANGING AND DEVELOPING CREDITS AND INCENTIVES ENVIRONMENT.
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
- 52-1396078
- 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
- 1985
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W22P)
- Assets (IRS master file)
- $13,487,197
- Income (IRS master file)
- $7,722,673
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $6,317,751 | $5,353,116 | $13,487,197 | XML |
| 990 | December 2024 | $5,311,858 | $4,615,246 | $12,010,267 | XML |
| 990 | December 2023 | $4,786,764 | $4,220,643 | $11,139,144 | XML |
| 990 | December 2022 | $4,118,072 | $3,588,853 | $10,421,871 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 52-1396078).
Questions about INSTITUTE FOR PROFESSIONALS IN TAXATION
- What is the EIN of INSTITUTE FOR PROFESSIONALS IN TAXATION?
- The employer identification number (EIN) of INSTITUTE FOR PROFESSIONALS IN TAXATION is 52-1396078.
- Is INSTITUTE FOR PROFESSIONALS IN TAXATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to INSTITUTE FOR PROFESSIONALS IN TAXATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INSTITUTE FOR PROFESSIONALS IN TAXATION 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 INSTITUTE FOR PROFESSIONALS IN TAXATION 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 INSTITUTE FOR PROFESSIONALS IN TAXATION 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 INSTITUTE FOR PROFESSIONALS IN TAXATION?
- The 990 for the year ended December 31, 2025 names CHRIS G MUNTIFERING.
- Who are the officers and directors of INSTITUTE FOR PROFESSIONALS IN TAXATION?
- The 990 for the year ended December 31, 2025 lists 22 people; 5 received compensation from the organization, the highest $319,425 (CHRIS G MUNTIFERING, EXECUTIVE DIRECTOR).
- How much revenue does INSTITUTE FOR PROFESSIONALS IN TAXATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $6,317,751, expenses of $5,353,116 and total assets of $13,487,197 at year end.
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- GEORGIA ENVIRONMENTAL LOAN ACQUISITION CORP EIN 30-0637732 · last filed 990 for 2025
- WARRIOR ALLIANCE INC EIN 47-1049454 · last filed 990 for 2024
- 1ST CHOICE CREDIT UNION EIN 58-6035220 · last filed 990 for 2023
- COMPETITIVE GEORGIA EIN 37-2067937 · last filed 990 for 2024
- KAMILEONS KLOSET PROFESSIONAL DEVELOPMENT INC EIN 46-5115573 · last filed 990 for 2023
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All nonprofits in ATLANTA · Georgia · Public and societal benefit