NonprofitsInstitute For Professionals In Taxation

Public & Societal Benefit

Institute For Professionals In Taxation

ATLANTA, GA

Total revenue

$5.3M

Total expenses

$4.6M

Net assets

$11.2M

Grants received

EIN

521396078

Tax year

2024

Mission

The institute is dedicated to fostering and promoting uniform and equitable administration of state and local taxation.

Programs

7 programs

Sales tax educational programs - two sales and use tax schools, sales and use tax symposium.

Expenses: $514K

Property tax educational programs - basic, real and personal property tax schools, and property tax symposium.

Expenses: $463K

Various programs and seminars educational courses co-sponsored with other organizations.

Expenses: $2.1M

Seminars & 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 & 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.

Financials

FY 2024

Revenue

Contributions & grants$376K
Program service revenue$4.4M
Investment income$545K
Other revenue
Total revenue$5.3M

Expenses

Grants paid
Salaries & benefits$1.8M
Fundraising
Other expenses$2.8M
Total expenses$4.6M
Total assets$12.0M
Net assets$11.2M

People

21 listed

NameRoleCompensation

GENE JOHNSON

BOARD OF GOVERNORS

Board

2 hrs/wk

DANIEL L THOMPSON

BOARD OF GOVERNORS

Board

2 hrs/wk

JOSHUA E ESTES

BOARD OF GOVERNORS

Board

2 hrs/wk

VICKI C HARRIS

BOARD OF GOVERNORS

Board

2 hrs/wk

MARK LOYD

BOARD OF GOVERNORS

Board

2 hrs/wk

RODNEY L COLE

BOARD OF GOVERNORS

Board

2 hrs/wk

CARLOS V HERNANDEZ

BOARD OF GOVERNORS (P)

Board

2 hrs/wk

MARTIN GUENTHER

BOARD OF GOVERNORS

Board

2 hrs/wk

JEFF MCGHEHEY

SECOND VICE PRESIDENT

Board

2 hrs/wk

APRIL M NEVAREZ

IMMEDIATE PAST PRESIDENT (P)

Board

2 hrs/wk

TRISHA C FORTUNE

PRESIDENT

Board

2 hrs/wk

ALLAN J WELLS

IMMEDIATE PAST PRESIDENT

Board

2 hrs/wk

DONALD L LIPPERT

FIRST VICE PRESIDENT

Board

2 hrs/wk

KRISTINA FRIEDMAN

BOARD OF GOVERNORS

Board

2 hrs/wk

JAN NASH

BOARD OF GOVERNORS (P)

Board

2 hrs/wk

JACK M SCHINDLER

BOARD OF GOVERNORS (P)

Board

2 hrs/wk

MICHELLE DELAPPE

BOARD OF GOVERNORS

Board

2 hrs/wk

CHRIS G MUNTIFERING

EXECUTIVE DIRECTOR

Staff

$312K

37.5 hrs/wk

BRENDA PITTLER

A.E. DIRECTOR

Staff

$193K

37.5 hrs/wk

EMILY J ARCHER

EMPLOYEE

Staff

$136K

37.5 hrs/wk

CHRISTINA WEBB

DIRECTOR OF EDUCATION

Staff

$106K

37.5 hrs/wk

Independent contractors

HILTON SAN DIEGO BAYFRONT

EVENT SERVICES & ACCOMODATIONS

$379K

MARRIOTT INTERNATIONAL JW MARRIOTT TUSC

EVENT SERVICES & ACCOMODATIONS

$290K

MARRIOTT HOTEL SERVICES INC

EVENT SERVICES & ACCOMODATIONS

$244K

Details

EIN521396078
NTEE codeW22P
Subsection03
Ruling date1985-10
Formed1976
Employees14
Volunteers0
INSTITUTE FOR PROFESSIONALS IN TAXATION — Mission, Financials & Grants Received | Grantivo