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Institute for Professionals in Taxation

EIN 52-1396078 · Atlanta, GA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthStrong100 out of 100GovernanceFair60 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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.

Income
$6.3 million
Spending
$5.4 million
Spent on programs
79%
Reserves
26.8 months of spending
Largest source of income
fees for its services, 80%
Employees
16
Volunteers
0
Highest pay
$415,788, executive director

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

Strong: 100 out of 100. Higher than 87% of charities in its peer group (public benefit, $1m to $10m).

  • Reserves

    35 of 35

    Spendable reserves would cover 26.8 months of spending.

  • Debt

    20 of 20

    It owes 9% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 15% of income.

  • Income trend

    15 of 15

    Income rose 19% on the year before.

  • Spending floor

    15 of 15

    79% 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

Fair: 60 out of 100. Higher than 13% of charities in its peer group (public benefit, $1m to $10m).

  • Independent board

    25 of 25

    13 of 13 voting board members are independent.

  • Conflict of interest policy

    0 of 15

    Reports no written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    0 of 10

    Did not give the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports 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 (8)
  1. $411,138 spent. 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.
  2. $808,041 spent. SALES TAX EDUCATIONAL PROGRAMS - TWO SALES AND USE TAX SCHOOLS, SALES AND USE TAX SYMPOSIUM.
  3. $824,144 spent. PROPERTY TAX EDUCATIONAL PROGRAMS - BASIC, REAL AND PERSONAL PROPERTY TAX SCHOOLS, AND PROPERTY TAX SYMPOSIUM.
  4. $2.2 million spent. VARIOUS PROGRAMS AND SEMINARS EDUCATIONAL COURSES CO-SPONSORED WITH OTHER ORGANIZATIONS.
  5. SEMINARS AND WORKSHOPS IN CONJUNCTION WITH STATE DEPARTMENTS OF REVENUE
  6. MEMBERSHIP SUPPORT - PUBLICATION OF TEXTBOOKS AND ANNUAL DIRECTORY, INFORMATIONAL SERVICES, EVENT COORDINATION, PROFESSIONAL DESIGNATIONS
  7. 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.
  8. 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.

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

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since October 1985.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. 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.