2015-02-13T07:48:54-06:00 2014-06-30 COHNREZNICK LLP 8000 TOWERS CRESCENT DR SUITE 1000 TYSONS VA 22182 990 2013-07-01 362327263 FEDERATION OF TAX ADMINISTRATORS % CAROL FAULB FEDE 2026245890 444 NORTH CAPITOL STREET NW 348 Suite WASHINGTON DC 20001 GALE GARRIOTT EXECUTIVE DIRECTOR 2026245890 2015-02-12 true HARTWELL PHILIPS JR P00181560 2026245890 2013 2016-02-25 16:41:14Z GALE GARRIOTT 444 NORTH CAPITOL ST NW 348 WASHINGTON DC 20001 2450002 false X WWW.TAXADMIN.ORG X 1937 DC TO IMPROVE THE TECHNIQUES OF TAX ADMINISTRATORS AND THE WORK OF THEIR PROFESSION, AND TO ADVANCE STANDARDS OF TAX ADMINISTRATION. 18 18 10 0 1337186 1351936 897783 1093440 3743 4626 0 0 2238712 2450002 0 0 0 0 1254974 1193779 0 0 0 1125340 1144208 2380314 2337987 -141602 112015 1313382 1564620 630527 769750 682855 794870 TO IMPROVE THE TECHNIQUES OF TAX ADMINISTRATORS AND THE WORK OF THEIR PROFESSION, AND TO ADVANCE STANDARDS OF TAX ADMINISTRATION. false false 1107878 1090233 TRAINING - THE FEDERATION CONDUCTS A NUMBER OF MEETINGS, CONFERENCES AND WORKSHOPS EACH YEAR. THE ANNUAL MEETING IS DEVOTED TO A SUBSTANTIVE DISCUSSION OF EMERGING STATE AND FEDERAL TAX POLICY AND OTHER TOPICS OF CONCERN TO STATE ADMINISTRATORS AND PRACTITIONERS. FORUMS ARE ALSO CONDUCTED BY THE MOTOR FUEL TAX SECTION AND TOBACCO TAX SECTION. 575552 2607 INFORMATION EXCHANGE - THE FEDERATION REGULARLY MONITORS THE ACTIVITIES OF STATE TAX AGENCIES AND THE FEDERAL GOVERNMENT IN ORDER TO SERVE AS A CLEARINGHOUSE ON TOPICS IMPORTANT TO ADMINISTRATORS. THE FEDERATION ALSO CONDUCTS RESEARCH PROJECTS IN SUCH AREAS AS STATE TAX POLICIES AND STRUCTURES, COMPLIANCE & ENFORCEMENT PROGRAMS, AND COURT DECISIONS. 1683430 true true false true false false false false false true true false false false false true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 6 0 10 true false false false false false false false false false false X 18 18 false false false false true true false true true false false false false false false true false false X CAROL FAULB 2026245890 444 NORTH CAPITOL ST SUITE 348 WASHINGTON DC 20001 X JAMIE WOODWARD TRUSTEE 1.0 X DAVID SULLIVAN FIRST VP/PRESIDENT 1.0 X X DOUG MACGINNITIE SECOND VP/FIRST VP 1.0 X X DAWN CASH TRUSTEE & SECRETARY 1.0 X X MICHAEL BRYAN TRUSTEE 1.0 X CORY FONG PRESIDENT 1.0 X X DOUGLAS EWALD TRUSTEE 1.0 X BRIAN HAMER TRUSTEE 1.0 X DAVID LANGHORST TRUSTEE 1.0 X JULIE MAGEE TRUSTEE 1.0 X CYNTHIA BRIDGES TRUSTEE 1.0 X BRUCE JOHNSON IMMEDIATE PAST PRESIDENT 1.0 X X MICHAEL REISSIG SECRETARY / SECOND VP 1.0 X X THOMAS MILLER TRUSTEE 1.0 X DEMESIA PADILLA TRUSTEE 1.0 X KEVIN SULLIVAN TRUSTEE 1.0 X DAVID ROOSE TRUSTEE 1.0 X JOHN MOLLENKAMP TRUSTEE 1.0 X ANDY GERLACH TRUSTEE 1.0 X ED MORGAN TRUSTEE 1.0 X BARBARA BROHL TRUSTEE 1.0 X GALE GARRIOTT EXECUTIVE DIRECTOR 38.0 X 161888 31911 JONATHAN LYON SENIOR MANAGER- TAX TECHNOLOGY 38.0 X 122386 50382 VERENDA SMITH DEPUTY DIRECTOR 38.0 X 130960 0 26556 HELEN HECHT CHIEF COUNSEL 38.0 X 126595 0 25846 541829 0 134695 4 false true false Trac III Systems LLC 203 1/2 E Main St MOUNT HOREB WI 53572 IT CONSULTING 116000 LITTLER MENDELSON PC PO BOX 45547 SAN FRANCISCO CA 94145 Legal Services 141317 2 1351936 1351936 CONFERENCES/WRKSHP 900099 1090233 1090233 PUBLICATIONS 511190 2607 2607 MEMBERSHIP DUES 900099 600 600 1093440 4626 4626 0 0 0 0 0 0 0 0 0 0 2450002 1093440 4626 0 0 0 0 223431 89372 134059 0 743326 611422 131904 71655 58628 13027 92786 71944 20842 62581 45684 16897 0 78260 78260 30313 30313 0 0 0 2318 2318 0 81201 940 80261 0 0 130126 94992 35134 82168 82168 0 710448 710448 0 0 3637 3637 5645 5645 BAD DEBT 18392 18392 REGISTRATION FEES 1700 1700 2337987 1683430 654557 0 200 200 1150442 1241515 0 0 123456 270874 0 0 0 0 0 0 0 0 31154 43086 196105 187160 8130 8945 0 0 0 0 0 0 0 0 0 0 1313382 1564620 465967 534971 0 0 164560 234779 0 0 0 0 0 0 0 0 0 0 0 0 630527 769750 X 682855 794870 0 0 0 0 682855 794870 1313382 1564620 112015 X false true X true false X 1337193 1424388 1337192 1337186 1351936 6787895 0 0 1337193 1424388 1337192 1337186 1351936 6787895 0 6787895 21871 9907 5296 3743 4626 45443 0 0 6833338 4597518 0.99335 0.99100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 130463 130463 2207524 2337987 266899 66725 253225 256402 269016 266899 1045542 1568313 226499 254555 232814 130463 844331 63306 64101 67254 66725 261386 392079 128881 31120 62494 97507 208566 24317 104002 128881 235640 24905 51979 208566 137520 130272 32152 235640 132032 5488 137520 1.00000 false false 196105 187160 8945 8945 0 0 X 2450002 2450002 2450002 2337987 2337987 2337987 FIN 48 FOOTNOTE THE FEDERATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FEDERATION RECORDS ANY ACCRUED INTEREST AND ASSOCIATED PENALTIES FOR UNCERTAIN TAX POSITIONS WITHIN SUPPORTING SERVICES - MANAGEMENT AND GENERAL EXPENSES ON THE STATEMENT OF ACTIVITIES IN THE PERIOD SUCH UNCERTAIN TAX POSITIONS ARISE. THERE WAS NO UNRELATED BUSINESS INCOME DURING THE YEARS ENDED JUNE 30, 2014 AND 2013; THEREFORE, THERE IS NO PROVISION IN THESE FINANCIAL STATEMENTS FOR INCOME TAXES OR INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS. TAX YEARS PRIOR TO 2010 ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE DISTRICT OF COLUMBIA. SCHD D, PT V, L4 The Federation's Board of Trustees has designated certain funds for use in the Motor Fuel Tax, Tobacco Tax, and Electronic Communications programs. X false false false false false false false false false GALE GARRIOTT EXECUTIVE DIRECTOR 161888 19152 12759 193799 JONATHAN LYON SENIOR MANAGER- TAX TECHNOLOGY 122386 0 0 13086 37296 172768 0 VERENDA SMITH DEPUTY DIRECTOR 130960 0 0 0 0 0 13797 0 12759 0 157516 0 0 0 HELEN HECHT CHIEF COUNSEL 126595 0 0 0 0 0 12905 0 12941 0 152441 0 0 0 PART VI, SECTION A, LINES 6 & 7A THE ORGANIZATION HAS MEMBER STATES, WHICH ANNUALLY ELECT MEMBERS OF THE BOARD OF TRUSTEES. PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. PART VI, SECTION B, LINE 15 The compensation of the Executive Director is the product of an approval process that is initiated, carried out, and monitored by the Board of Trustees. All other compensation amounts are the responsibility of the Executive Director. PART VI, SECTION C, LINE 19 The organization makes its governing documents and financial statements available to the public upon request. The organization has not adopted a written conflict of interest policy.