National Tax Association Tax Institute of America
Public records show a registered, tax-exempt organization in good standing.
What it says it does
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.
- Income
- $665,571
- Spending
- $572,994
- Spent on programs
- 57%
- Reserves
- 20.9 months of spending
- Largest source of income
- fees for its services, 52%
- Employees
- 0
- Volunteers
- 28
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 88 out of 100.
Reserves
35 of 35Spendable reserves would cover 20.9 months of spending.
Debt
20 of 20It owes 7% of what it owns.
Living within its means
15 of 15Income exceeded spending by 14% of income.
Income trend
10 of 15Income fell 4% on the year before.
Spending floor
8 of 1557% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 91 out of 100.
Independent board
25 of 2521 of 21 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Independent check of accounts
6 of 15Its accounts were not audited or reviewed by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- $291,875 spent. 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.
- $32,374 spent. 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.
- 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.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since February 1939.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.