American Institute of Certified Tax Planners

Overview

Mission

We will support the continuing education of our peers by providing and promoting workshops, seminars, and conferences which provide valuable content to further our knowledge, skills and profession. We will have opportunities to socialize and network for individuals who specialize in tax preparation. The association will host events 3-4 times per year. The organization will support its members by providing oversight for their credentials by handling consumer complaints and license violations. Members will also have access to hands-on training, proven systems, tools, software, and support on a daily basis. Our membership will primarily include Certified Public Accountants, Enrolled Agents, and individuals who hold a license to practice law. We plan to have at least 200 members join the organization, though it will take several years to obtain this many members. When one joins the membership, he/she can interact with and join forces with like-minded colleagues and have access to all of th

Operating model

Revenue model

Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.

Distribution model

Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

• Financial Efficiency: NotEnoughData
• Transparency & Controls: 82
• Sustainability: NotEnoughData
• Growth: NotEnoughData

Detailed rating inputs

Details

• Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
• Governance: Filed governance answers
• Accomplishments: 1 filed program accomplishment
• Leadership: top reported pay $0 · 1 people listed
• Consistency: 1 of 1 current checks pass
• Contacts: How to reach this organization
• Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
• People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

• High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.