Institute for Professionals in Taxation

Nonprofit profile at a glance

EIN
521396078
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Atlanta, GA, USA
Phone
4042402300
Rating
71
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Public Finance, Taxation, Monetary Policy

Official website

Reported finances

Revenue
$6,317,751
Expenses
$5,353,116
Assets
$13,487,197
Liabilities
$1,276,453

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

22 people listed

Executive titles in this filing

  • DONALD L LIPPERT (PRESIDENT)
  • TRISHA C FORTUNE (IMMEDIATE PAST PRESIDENT)
  • ALLAN J WELLS (IMMEDIATE PAST PRESIDENT (P))
  • JEFF MCGHEHEY (FIRST VICE PRESIDENT)
  • JAN A NASH (SECOND VICE PRESIDENT)
  • CHRIS G MUNTIFERING (EXECUTIVE DIRECTOR)

Highest reported compensation

  • CHRIS G MUNTIFERING (EXECUTIVE DIRECTOR): $415,788 total reported compensation
  • BRENDA PITTLER (A.E. DIRECTOR): $236,010 total reported compensation
  • EMILY J ARCHER (EMPLOYEE): $200,060 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The institute for professionals in taxation is dedicated to fostering the professionalization of its members, to promoting the uniform and equitable administration of ad valorem taxation and other forms of state and local taxation and to minimizing the costs of administration and compliance.

What it reported doing in 2025

Income tax programs - income tax symposium, basic income tax school and value added tax programs - the program, developed to emphasize practical applications of theories, techniques, and procedures to everyday situations, will be valuable to state and local income tax representatives from all industries at all levels of experience.

Operating model

Revenue model
Other-operating. 83% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 67
  • Transparency & Controls: 66
  • Accountability: 82
  • Sustainability: 58
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 74%; rating input score 74
  • Program expense ratio: 79.1%; rating input score 79
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 14th percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 5 of 9 controls in place; rating input score 56
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 15.3%; rating input score 66; 66th percentile among comparable filings
  • Total-asset coverage ratio: 2.52; rating input score 65; 65th percentile among comparable filings
  • Liabilities to assets ratio: 0.09; rating input score 49; 49th percentile among comparable filings
  • Officer compensation ratio: 20.9%; rating input score 14; 14th percentile among comparable filings

Growth

  • Program expense growth: 4% per year; rating input score 100; 30th percentile among comparable filings
  • Revenue growth: 3.5% per year; rating input score 100; 26th percentile among comparable filings
  • Asset growth: 7.1% per year; rating input score 100; 44th percentile among comparable filings

Details

  • Where the money goes: 74% of revenue deployed · 79.1% of spending went to programs
  • Governance: 13 of 13 board members independent · 5 of 9 filing controls reported
  • Programs: 8 filed program accomplishments · $4.2M in reported program spending
  • Leadership: top reported pay $416K · 22 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 4 contractors listed · $1.6M reported
  • Consistency: 31 of 32 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors and executive pay
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • 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.

  • Review — Accountability: Governance controls: 4 of 9 not reported.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 14/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 49/100.