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Virginia · Nonprofit

NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA

NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA (Virginia) receives grants from 4 organizations whose IRS filings report $202,005 to it, the largest being PETER G PETERSON FOUNDATION ($100,000). 2 of them have funded it in more than one year.

Revenue FY2025
$666k
Funders on record
4
Grants received
$202k
Net assets
$1.0M
2/4 repeat funderspeak grant-dependency 13%
01What it does

What National Tax Association - Tax Institute of America does

Mission

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.

As stated on its FY2025 Form 990.

Programs

  1. 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.

    $291,875 spentof which $30,000 as grants$280,818 earned by the program
    90% of program spending
  2. 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.

    $32,374 spent$62,250 earned by the program
    10% of program spending
  3. 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.

    $750 earned by the program

The 3 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $324,249.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($493k) Expenses 100 ($575k) Net assets 100 ($647k)2018 Revenue 110 ($543k) Expenses 105 ($602k) Net assets 74 ($480k)2019 Revenue 114 ($561k) Expenses 103 ($594k) Net assets 81 ($522k)2020 Revenue 73 ($358k) Expenses 54 ($309k) Net assets 98 ($633k)2021 Revenue 59 ($289k) Expenses 46 ($262k) Net assets 112 ($726k)2022 Revenue 46 ($228k) Expenses 53 ($305k) Net assets 79 ($511k)2023 Revenue 132 ($651k) Expenses 100 ($574k) Net assets 103 ($664k)2024 Revenue 141 ($697k) Expenses 106 ($606k) Net assets 128 ($830k)2025 Revenue 135 ($666k) Expenses 100 ($573k) Net assets 154 ($1.0M)
'17'18'19'20'21'22'23'24'25
Revenue (135)Expenses (100)Net assets (154)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $727k to $1.1M (+49%).

$647k
$786k
$644k
$790k
$838k
$634k
$727k
$1.1M
$1.1M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 9 reported years ran a deficit.

−$82k
’17
−$59k
’18
−$33k
’19
$49k
’20
$27k
’21
−$77k
’22
$77k
’23
$90k
’24
$93k
’25
5.2
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Megan Parsons

Executive director

As listed on its FY2025 Form 990.

The chief executive listed changed between the FY2024 and FY2025 filings.

'17'18'19'20'21'22'23'24'25
Listed222122202124222228
Joined·+7+8+5+1+7+6+6+14
No longer listed·87704868
03Who funds it

Who funds it, year by year

2020 → 2023: the base broadened from 1 funder to 3 funders, grant income rose $5k → $62k.

Funder
'20
'21
'22
'23
'24*
'25*
total
funders
1
1
1
3
1
1

1 of 4 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 0% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA leans on a few funders — its largest provides 50% of grant income and the top three 100%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

48% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA.

50%
largest funder
100%
top three
~2
effective funders

Largest funder’s share by year: 2020 100% · 2021 100% · 2022 100% · 2023 68% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA draws 100% of its grant income from funders outside Virginia, across 2 states in all.

NY
CA

In-state vs out-of-state, by year

’20
’21
’22
’23
Virginia out of state home

Funder states come from each funder’s own filing. $5 arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Government funding NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $12k on record.

Federal$12k
grants $0contracts $12k
Top agencies
  • Department of the Treasury$12k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Virginia

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

57% of spending goes to programs.

Program 57%Management 43%Fundraising 0%

Governance

21
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990–Audited financials

Public support

87%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

NJ

Screen this organization

A dated, signed PDF of the compliance screen for NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA?
NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA (Virginia) receives grants from 4 organizations whose IRS filings report $202,005 to it, the largest being PETER G PETERSON FOUNDATION ($100,000). 2 of them have funded it in more than one year.
How many funders does NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA have?
IRS filings report 4 organizations giving $202,005 in grants to NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA, 2 of which have funded it in more than one year.
Who is the largest funder of NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA?
PETER G PETERSON FOUNDATION is the largest funder on record, with $100,000 in grants. The full list of funders is on this page.
How can an organization like NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Virginia. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds National Tax Association - Tax Institute of America →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 4 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing