National Association of Enrolled Agents


National Association of Enrolled Agents

Formed (1972) as the Association of Enrolled Agents, assumed its current name in 1978. NAEA's mission is to foster the professionalism and growth of its members and be an advocate of taxpayer rights. Membership: $200/year.

Organization Type:
National Trade or Professional Association
Acronym:
NAEA
Tax Exempt Status:
501(c)(6)
Industry:
Banking/Finance/Investments, Taxation, Accounting
Year Founded:
1972
Address:
1730 Rhode Island Ave. NW
Suite 400 Washington, DC 20036-3953
Telephone:
Toll Free:
Fax:
Website:
Staff:
17
Volunteers:
125


Financial Snapshot

 

Total revenues: $3,705,697


Year - 2017
1st-yr growth
2.30%
 
 
 
 
 
Year by Year
Revenue
 
Program service revenue
 
Royalties
 
Investment income
 
Other

Total expenses: $3,377,028


Year - 2017
1st-yr growth
-14.71%
 
 
 
 
 
Year by Year
Expenses
 
Compensation for non-officers/directors
 
Other expenses
 
Travel
 
Other

Total assets: $2,282,117


Year - 2017
1st-yr growth
12.05%
 
 
 
 
 
Year by Year
Assets
 
Investments in publicly traded securities
 
Cash -- non-interest bearing
 
Prepaid expenses or deferred charges
 
Other

Total Liabilities: $1,949,828


Year - 2017
1st-yr growth
-6.41%
 
 
 
 
 
Year by Year
Liabilities
 
Deferred revenue
 
Accounts payable and accrued expenses
 
Other liabilities

   Revenue:

Revenue: Amount ($)
Program service revenue 3,573,661
Royalties 62,398
Investment income 35,948
Total contributions 18,461
Miscellaneous revenue 15,229
Gaming income 0
Tax-exempt bond proceeds 0
Fundraising income 0
Income from sales of inventory 0
Sales of non-inventory assets 0
Net rental income 0
Total Revenue:

$3,705,697

1-yr growth
2.30%
Program service revenue
Royalties
Investment income
Total contributions
Miscellaneous revenue

   Expenses:

Expenses: Amount ($)
Compensation for non-officers/directors 848,226
Other expenses 711,661
Travel 328,406
Lobbying fees 284,764
Compensation of current officers, directors, etc 241,788
Occupancy 228,122
Information technology 181,232
Other employee benefits 120,165
Other fees 105,885
Depreciation, depletion, amortization 97,233
Payroll taxes 76,161
Insurance 33,307
Conferences, conventions, meetings 28,020
Pension plan contributions 26,489
Office expenses 25,973
Accounting fees 17,700
Investment management fees 10,779
Legal fees 5,834
Advertising and promotion 5,283
Royalties 0
Travel/entertainment expenses to public officials 0
Professional fundraising fees 0
Management fees 0
Compensation of disqualified persons 0
Grants to governments/orgs in the US 0
Grants to individuals in the US 0
Grants to orgs and individuals outside the US 0
Benefits paid to or for members 0
Interest expense 0
Payments to affiliates 0
Total Expenses:

$3,377,028

1-yr growth
-14.71%
Compensation for non-officers/directors
Other expenses
Travel
Lobbying fees
Compensation of current officers, directors, etc
Occupancy
Information technology
Other employee benefits
Other fees
Depreciation, depletion, amortization
Others

   Assets:

Assets: Amount ($)
Investments in publicly traded securities 1,014,507
Cash -- non-interest bearing 906,394
Prepaid expenses or deferred charges 196,894
Land, buildings, & equipment (net) 130,225
Accounts receivable 18,862
Other assets 15,235
Pledges and grants receivable 0
Inventories for sale or use 0
Investments in other securities 0
Savings and temporary cash investments 0
Receivables from officers, directors, etc. 0
Receivables from disqualified persons 0
Notes and loans receivables 0
Program-related investments 0
Intangible assets 0
Total Assets:

$2,282,117

1-yr growth
12.05%
Investments in publicly traded securities
Cash -- non-interest bearing
Prepaid expenses or deferred charges
Land, buildings, & equipment (net)
Accounts receivable
Other assets

   Liabilities:

Liabilities: Amount ($)
Deferred revenue 1,529,620
Accounts payable and accrued expenses 266,460
Other liabilities 153,748
Tax-exempt bond liabilities 0
Escrow or custodial account liability 0
Loans and other payables to officers, directors, etc. 0
Secured mortgages and notes payabl 0
Unsecured mortgages and notes payable 0
Grants payable 0
Total Liabilities:

$1,949,828

1-yr growth
-6.41%
Deferred revenue
Accounts payable and accrued expenses
Other liabilities

   Net Assets:

Net Assets: Amount ($)
Temporarily restricted net assets 533,736
Permanently restricted net assets 0
Unrestricted net assets -201,447
Total Net Assets:

$332,289

1-yr growth
-975.04%
Temporarily restricted net assets

Key Staff

  
Name Ascending
Title 
Function 
Add Prospect 
Angela Radic Secretary Administration, Board Member ...X
Ashley Thomas Administration Specialist Administration ...X
Cassandra Brown Associate Director, Finance and Administration Administration, Finance ...X
Cynthia Perez Manager, Virtual Education Education ...X
DeAndre Thornton Coordinator, Education and Events Conventions/Meetings, Education ...X
Gloriel Rodriguez Specialist, Finance Support Finance ...X
Janelle Julien Managing Editor Publications ...X
Jean Nelsen President Board Member ...X
Jennifer Harrison Manager, Membership Services Membership ...X
Jerry Gaddis President Elect Board Member ...X
Justin Edwards Associate Director, Government Relations Government Relations, Political Action ...X
Katrina Holland Senior Director, Membership Strategy and Business Operations Membership, Operations ...X
Michael Fantus Manager, Marketing Marketing ...X
Norman Robinson Application Support Administrator Administration ...X
Robert Kerr Executive Vice President Executive Director ...X
Timothy Dilworth Treasurer Board Member, Finance ...X

Meetings/Conferences

Year Descending
Name 
Location 
Facility 
From 
To 
Attendance 
Exhibitors 
Facility Amenities 
20192019 NAEA National Conference Las Vegas , NV , United States Cosmopolitan of Las Vegas July 31 August 2    ...X
20182018 NAEA National Conference Las Vegas , NV , United States The Cosmopolitan of Las Vegas July 30 August 2   Convention Center, Casino...X
20172017 NAEA National Conference Las Vegas , NV , United States The Cosmopolitan of Las Vegas July 31 August 2   Convention Center, Casino...X
20152015 NAEA National Convention San Antonio , United States St. Anthony Hotel March 26 March 28    ...X
2014NATIONAL CONFERENCE Las Vegas , NV , United States The Cosmopolitan of Las Vegas August 3 August 5    ...X

Publications

Name 
Frequency 
Advertising 
E@lertweeklyYes...X
EA Journalbi-monthlyYes...X
Membership DirectoryonlineNo...X
Tax BreakweeklyNo...X

Recent Lobbying Spending

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

2018 Q4: $30,000
2018 Q3: $30,000
2018 Q2: $30,000
2018 Q1: $50,000
2017: $80,000


PAC Details

Name: National Association of Enrolled Agents Political Action Committee



FEC ID: C00415372



Last updated: 4/22/2019 12:00:00 AM


PAC Contributions

(2017-2018)

Contributions

 Republicans  Democrat

Outside Representation

Firm Name Ascending
Reg/ Term 
Date 
Van Scoyoc Associates, Inc.Registration ...X

Legislative Issue Focus

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

Active Legislation

This organization has no active legislation data available.

Contractors

Contractor Ascending
Service Category 
Reported Year Descending
Reported Compensation 
Van Scoyoc Associates, Inc. Lobbying/Advocacy/Legal2019 $60,000 ...X
Van Scoyoc Associates, Inc. Lobbying/Advocacy/Legal2018 $110,000 ...X
RHODE ISLAND & M ASSOCIATES PROFESSIONAL SERVICES2017 $206,841 ...X
VAN SCOYOC ASSOCIATES PROFESSIONAL SERVICES2017 $110,000 ...X
Van Scoyoc Associates, Inc. Lobbying/Advocacy/Legal2017 $110,000 ...X
Transition Management Consulting Inc CONSULTING2016 $156,063 ...X
Van Scoyoc Associates PROFESSIONAL SERVICES2016 $130,342 ...X
Van Scoyoc Associates, Inc. Lobbying/Advocacy/Legal2016 $110,000 ...X
Van Scoyoc Associates FEDERAL GOVT RELATIONS2015 $111,631 ...X
Van Scoyoc Associates, Inc. Lobbying/Advocacy/Legal2015 $110,000 ...X
Van Scoyoc Associates, Inc. Lobbying/Advocacy/Legal2014 $110,000 ...X
Van Scoyoc Associates, Inc. Lobbying/Advocacy/Legal2013 $120,000 ...X
Van Scoyoc Associates, Inc. Lobbying/Advocacy/Legal2012 $110,000 ...X
Van Scoyoc Associates, Inc. Lobbying/Advocacy/Legal2011 $120,000 ...X
Van Scoyoc Associates, Inc. Lobbying/Advocacy/Legal2010 - ...X

***Disclaimer: This information has been sourced from a combination of the IRS Forms 990, 5500, and the Federal Audit Clearinghouse



 
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