NonprofitsNational Association Of Enrolled Agents

National Association Of Enrolled Agents

TAMPA, FL

Total revenue

$3.3M

Total expenses

$3.2M

Net assets

$809K

Grants received

EIN

237183380

Tax year

2023

Mission

Naea serves and supports enrolled agents, america's tax experts.

Programs

2 programs

Membership: naea membership offers benefits to enrolled agents to build their professional networks, build their businesses, and serve their clients. This includes peer connections through the members-only web board, volunteer opportunities, affinity and discount programs, and complimentary continuing education.

Education: enrolled agents are required to meet minimum continuing education requirements each year. Naea provides a variety of continuing education courses for enrolled agents and other tax professionals. These programs help them stay compliant with licensing requirements and competent in tax and related subject matter, and helps expand their knowledge and expertise. The national tax practice institute is a program to train members on taxpayer representation, a specialty area for enrolled agents. Course offerings are peer-reviewed and must meet certain requirements to qualify as continuing education.

Financials

FY 2023

Revenue

Contributions & grants$18K
Program service revenue$3.1M
Investment income$51K
Other revenue$100K
Total revenue$3.3M

Expenses

Grants paid
Salaries & benefits$1.4M
Fundraising
Other expenses$1.9M
Total expenses$3.2M
Total assets$3.4M
Net assets$809K

People

17 listed

NameRoleCompensation

MEGAN KILLIAN

EXECUTIVE VICE PRESIDENT

Board

$224K

37.5 hrs/wk

TWILA MIDWOOD

PRESIDENT

Board

5 hrs/wk

CYNTHIA LEACHMOORE

IMMEDIATE PAST PRESIDENT

Board

5 hrs/wk

SUSIE DIMAGGIO

SECRETARY

Board

2 hrs/wk

ED RYAN

TREASURER

Board

5 hrs/wk

JENNIFER MACMILLAN

PRESIDENT-ELECT

Board

5 hrs/wk

EMILY APREA

DIRECTOR

Board

2 hrs/wk

LESLIE CASTEEL

DIRECTOR

Board

2 hrs/wk

TINA COLLINS

DIRECTOR

Board

2 hrs/wk

KESHA DAWSON-HARRIS

DIRECTOR

Board

2 hrs/wk

TONY FREZZA

DIRECTOR

Board

2 hrs/wk

JULIE HARVEY

DIRECTOR

Board

2 hrs/wk

DANNIE LYNN MURPHY

DIRECTOR

Board

2 hrs/wk

JOHN PERRY

DIRECTOR

Board

2 hrs/wk

KATHRYN TRACY

DIRECTOR

Board

2 hrs/wk

EMILY WHITE

DIRECTOR

Board

2 hrs/wk

MARTIN GERICH

SENIOR DIRECTOR, TECHNOLOGY

Staff

$151K

37.5 hrs/wk

Independent contractors

DEMBO JONES

ACCOUNTING

$135K

VAN SCOYOC ASSOCIATES

PROFESSIONAL SERVICES - GOVT RELATIONS

$128K

Details

EIN237183380
Subsection06
Ruling date1972-12
Formed1972
Employees12
Volunteers200
NATIONAL ASSOCIATION OF ENROLLED AGENTS — Mission, Financials & Grants Received | Grantivo