irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $20KGRANT TO THE AMERICAN TAX POLICY INSTITUTE, A SECTION 501(C)(3) ORGANIZATION, WHICH SUPPORTS CONFERENCES AND OTHER PROGRAMMING HIGHLIGHTING TAX POLICY RESEARCH.
- #2 $4KGRANT AND RELATED EXPENSES TO THE THEODORE TANNENWALD, JR FOUNDATION FOR EXCELLENCE IN TAX SCHOLARSHIP, A 509(A)(3) SUPPORTING ORGANIZATION TO ACTC, TO SUPPORT ITS ANNUAL LAW STUDENT WRITING COMPETITION IN THE FIELD OF TAX LAW.
named programs · 3 · from sources
What they call their work
Amicus Briefs Program
Files amicus briefs in significant tax cases before federal and state courts to promote consistent and principled interpretation of tax law
Committee on Professionalism
Works with IRS and Department of Justice representatives to study and promote ethical standards and professionalism in tax practice
Law Student Writing Competition
Supports an annual competition for law students in the field of tax law through a grant to the Theodore Tannenwald, Jr. Foundation
activities · 8 groups
What they do
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Industry Advocacy and Regulatory Engagement 1 activity
- Advancing tax policy through advocacy and public engagementFacilitates discussion among tax professionals and stakeholders on tax policy issues, promotes sound tax policy development, and creates channels for input into legislative and administrative processes.
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University-Specific Endowment and Program Funding 1 activity
- Funding the American Tax Policy Institute for tax policy research and programmingProvides principal sponsorship and financial support to the American Tax Policy Institute to advance nonpartisan tax policy research, including conferences, publications, and educational programming.
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Legal Education Scholarships and Fellowships 1 activity
- Funding the Theodore Tannenwald Jr. Foundation's law student writing competitionFinances the annual law student writing competition in tax law administered by the Theodore Tannenwald Jr. Foundation for Excellence in Tax Scholarship, including awarding prizes and publishing winning papers.
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Professional Conference & Symposium Organization 1 activity
- Organizing tax policy conferences and eventsHosts an annual meeting featuring the Griswold Lecture on Tax Policy, sponsors public conferences on tax issues, and organizes events with key speakers from the judiciary and bar associations.
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Legal Professional Development & Networking 1 activity
- Providing continuing legal education and professional developmentOffers seminars, CLE programs, and biannual meetings for Fellows to enhance professional skills and knowledge in tax law and promote ethical standards in tax practice.
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Recognition and Awards Programs 1 activity
- Recognizing excellence in tax law practiceHonors leading tax attorneys who have made significant contributions to the understanding and improvement of the tax system through a selective membership process and recognition programs.
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Academic Research Dissemination 1 activity
- Supporting tax law scholarship and researchPromotes scholarly work in tax law through discussion forums, dissemination of research, and collaboration with affiliated organizations; includes sending articles to federal agencies for consideration.
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Uncategorized 1 activity
- Submitting formal policy recommendations and amicus briefsFiles amicus curiae briefs in significant tax cases before federal courts and submits formal comments and letters to Congress, the IRS, Treasury, and OMB on tax administration, regulatory changes, and funding concerns.
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financials · form 990 · fy2024
revenue
Total revenue$188K
Contributions & grants$00%
Program service revenue$177K94%
Investment income$11K6%
Other revenue$174
expenses
Total expenses$153K
Program expenses68%
Admin / overhead32%
Fundraising0%
Salaries & benefits$0
Grants paid out$49K
Largest expense lineProfessional Fees
balance sheet
Total assets$755K
Cash$752K
Investments$0
Liabilities$87K
Net assets$668K
Liquid reserves59.2 mo
4 years on record · 2020–2024 · YoY revenue +15.3%
leadership · form 990 part vii · fy2024
Who runs it
board members · 19
- ADAM M COHEN — BOARD OF REGENTS
- ALICE G ABREU — BOARD OF REGENTS
- AMEEK PONDA — SECRETARY-TREASURER
- BAHAR A SCHIPPEL — PRESIDENT
- BRUCE P ELY — BOARD OF REGENTS
- DAVID G SHAPIRO — BOARD OF REGENTS
- DIANA L ERBSEN — BOARD OF REGENTS
- JANETTE M LOHMAN — BOARD OF REGENTS
- JAYE CALHOUN — BOARD OF REGENTS
- JULIE DIVOLA — BOARD OF REGENTS
- LARRY A CAMPAGNA — IMMEDIATE PAST PRESIDENT
- LISA M ZARLENGA — BOARD OF REGENTS
- LYNN GHANDI — BOARD OF REGENTS
- MARY A MCNULTY — BOARD OF REGENTS
- MELISSA L WILEY — BOARD OF REGENTS
- MICHAEL A CLARK — BOARD OF REGENTS
- MICHAEL DESMOND — VICE PRESIDENT
- ROBB A LONGMAN — BOARD OF REGENTS
- STEVEN DEAN — BOARD OF REGENTS
relationships · 24
Who they work with
- AMERICAN TAX POLICY INSTITUTE Partner — Receives grants from AMERICAN COLLEGE OF TAX COUNSEL to support tax policy research and related programming.
- American Bar Association Partner — Collaborates through member involvement in the Section of Taxation of the American Bar Association.
- American Bar Association Section of Taxation Partner — Coordinates biannual and annual meetings in conjunction with the American Bar Association Section of Taxation.
- American College of Tax Counsel Partner — Co-sponsors the annual law student writing competition.
- American Tax Policy Institute Partner — Principal sponsor of the American Tax Policy Institute, supporting its research initiatives.
- American Tax Policy Institute Partner — Supports public conferences on tax policy and scholarly publications in collaboration with the American College of Tax Counsel.
- Board of Regents Partner — 19-member governing body responsible for approving new Fellows and overseeing the organization.
- Department of Justice Government — Works with DOJ representatives through the Committee on Professionalism to study ethics in tax practice.
- Department of the Treasury Government — Submits policy letters and research materials to the Treasury Department on tax regulation and practice issues.
- Eleventh Circuit Government — Filing amicus curiae briefs in cases before the Eleventh Circuit.
- Events & Management Plus Inc. Partner — Provides administrative management services for the American College of Tax Counsel through its manager, Pamela Lyons.
- Federal Bar Association Partner — Connects through member involvement in the Federal Bar Association.
- House Ways and Means Committee Government — Recipient of legislative comments from ACTC on tax administration provisions
- Internal Revenue Service Government — Collaborates with the IRS through the Committee on Professionalism and submits formal comments on regulations and policy.
- International Bar Association Partner — Engages with the Taxes Committee of the International Bar Association.
- International Fiscal Association Partner — Connects through member involvement in the International Fiscal Association.
- National Bar Association Partner — Engages members through participation in national affinity bar organizations including the National Bar Association.
- Senate Finance Committee Government — Recipient of legislative comments from ACTC on tax administration provisions
- THEODORE TANNENWALD, JR FOUNDATION FOR EXCELLENCE IN TAX SCHOLARSHIP Network — 509(a)(3) supporting organization to AMERICAN COLLEGE OF TAX COUNSEL that administers an annual law student writing competition in tax law.
- Tannenwald Foundation Partner — Collaborates with the American College of Tax Counsel to support public conferences on tax policy and encourage scholarly article publication.
- Theodore Tannenwald Jr. Foundation for Excellence in Tax Scholarship Partner — Jointly sponsors a writing competition with the American College of Tax Counsel.
- U.S. Court of Appeals for the Third Circuit Government — Filing amicus curiae briefs in cases before the U.S. Court of Appeals for the Third Circuit.
- U.S. Supreme Court Government — Filing amicus curiae briefs in cases before the U.S. Supreme Court.
- United States Tax Court Government — Filing amicus curiae briefs in cases before the United States Tax Court.
strategies · 2
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Expert Consensus Advocacymethodology: expert_consensus_engagementBy convening top tax attorneys through a selective, peer-nominated membership model and facilitating structured dialogue with government entities, the organization produces influential tax policy recommendations because collective expertise builds credibility and drives reform.
- Research-Driven Policy Developmentmethodology: research-driven_policy_improvementBy funding and promoting high-quality academic research, legal writing competitions, amicus brief participation, and scholarly conferences, the organization improves tax policy and legal interpretation because rigorous research identifies systemic deficiencies and generates evidence-based solutions.