2023-11-15T08:38:06-06:00 2022-12-31 260794367 UHY ADVISORS MID-ATLANTIC MD INC 8601 ROBERT FULTON DRIVE SUITE 210 COLUMBIA MD 21046 990 2022-01-01 521009116 NATIONAL TAXPAYERS UNION NATI 7036835700 122 C STREET NW 700 WASHINGTON DC 20001 PETER J SEPP PRESIDENT 7036835700 2023-11-15 1 PETER SEPP 999009999 0 KATSIARYNA VASILIEV P02167272 4107205220 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NTU PETER J SEPP 122 C STREET NW 700 WASHINGTON DC 20001 4590708 0 X WWW.NTU.ORG X 1969 DE MOBILIZE ELECTED OFFICIALS AND THE GENERAL PUBLIC TO CONTROL AND REDUCE BUDGET DEFICITS AND THE NATIONAL DEBT, DEFEND AND EXPAND THE GAINS OF RECENT TAX REFORM AND TAXPAYER RIGHTS LEGISLATION, AND ADVOCATE FOR PRAGMATIC LIMITED GOVERNMENT PROPOSALS IN ALL BRANCHES AND AT ALL LEVELS OF GOVERNMENT. 13 12 28 40 0 0 3203723 4559962 0 0 49351 30746 0 0 3253074 4590708 0 1000 0 0 1529043 1589208 82329 98448 359286 947819 1036056 2559191 2724712 693883 1865996 5226881 8541167 177059 1857977 5049822 6683190 X NTU IS THE "VOICE OF AMERICA'S TAXPAYERS". WE WORK FOR A SIMPLE AND FAIR TAX SYSTEM THAT ENABLES PROSPERITY FOR ALL AND RESPECTS TAXPAYERS' CIVIL RIGHTS, LEAN AND EFFICIENT GOVERNMENT SERVICES AND REGULATIONS, SUSTAINABLE FISCAL POLICIES TO AVOID NATIONAL BANKRUPTCY, AND PERMANENT LIMITS ON TAXES, SPENDING AND DEBT. NTU ACHIEVES THIS MISSION BY UTILIZING THE MOST EFFECTIVE PRO-TAXPAYER TEAM ON CAPITOL HILL AND IN THE STATES. OUR LOBBYING SKILLS, MEDIA SAVVY, POLICY EXPERTISE, AND REPUTATION FOR ADVANCING PRAGMATIC SOLUTIONS ARE UNRIVALED. 0 0 1650022 1000 PUBLIC OUTREACH AND EDUCATION: THIS PROGRAM CATEGORY INCLUDES OUTREACH TO SUPPORTERS, OTHER ORGANIZATIONS IN THE ADVOCACY COMMUNITY, AND THE GENERAL PUBLIC ON TAXES, BUDGETS, REGULATIONS, CONSUMER ISSUES THAT INTERSECT WITH TAXPAYER INTERESTS, TAX ADMINISTRATION, AND FREE-MARKET ECONOMIC ISSUES RANGING FROM COMPETITION POLICY TO STRATEGIES FOR COMBATTING INFLATION. NTU CONDUCTS THIS OUTREACH THROUGH THE ORGANIZATION'S WEBSITE, A WEEKLY EMAIL NEWSLETTER, SOCIAL MEDIA PLATFORMS, PRESS RELEASES AND OP-EDS, BROADCAST MEDIA INTERVIEWS, APPEARANCES AT CONFERENCES, PORTIONS OF DIRECT MAIL LETTERS AND EMAILS, AND DISTRIBUTION OF PRINTED MATERIALS. THIS CATEGORY ALSO INCLUDES RESEARCH AND PRODUCTION ASSOCIATED WITH NTU RATES CONGRESS, AN ANNUAL SCORECARD BASED ON ROLL CALL VOTES TAKEN BY LAWMAKERS. 587004 LOBBYING: THIS PROGRAM CATEGORY INCLUDES NTU'S CONTACTS WITH OFFICIALS OF FEDERAL, STATE, AND LOCAL GOVERNMENT TO ADVOCATE ON BEHALF OF LEGISLATIVE AND REGULATORY ISSUES, TESTIMONIES, AND COMMENTS AT PUBLIC HEARINGS OVER TAX, BUDGET, AND REGULATORY PROPOSALS, AND COALITION-BUILDING ON THE NATIONAL AND STATE LEVELS WITH LIKE-MINDED ORGANIZATIONS FOR THOSE ADVOCACY PURPOSES. THIS CATEGORY ALSO INCLUDES GRASSROOTS EFFORTS TO BUILD PUBLIC SUPPORT THROUGH THE USE OF ACTION-ORIENTED EMAILS, CERTAIN TYPES OF TRADITIONAL AND TARGETED SOCIAL MEDIA AND ELECTRONIC ADVERTISING, AS WELL AS CERTAIN PETITIONS AND OTHER COMMUNICATIONS TO PUBLIC OFFICIALS VIA DIRECT MAIL AND EMAIL. 2237026 0 1 0 1 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 X 20 0 1 28 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 13 12 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT DC FL GA HI IL KS KY ME MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV X SYLVIA CARRANZA OPERATIONS MANAGER 7036835700 122 C ST NW STE 700 WASHINGTON DC 200012151 JOSEPH HENCHMAN EXECUTIVE VP, NTUF 0.00 40.00 X 0 220882 14498 BRANDON ARNOLD EXECUTIVE VP, NTU 38.00 2.00 X 198919 10470 18269 PETER J SEPP PRESIDENT/ DIRECTOR 33.50 17.50 X X 127280 62690 25327 EVANGELINELEAH VUKMIR VP OF STATE AFFAIRS 40.00 0.00 X 179579 0 18119 AL CANATA VP OF STRATEGIC PRTNRSHIPS 24.00 16.00 X 97629 65086 23761 TYLER MARTINEZ SENIOR ATTORNEY 0.00 40.00 X 0 149477 2947 BRYAN RILEY DIR OF FREE TRADE INIT 24.00 16.00 X 80582 53722 14524 JESSICA WARD DIRECTOR OF STATE AFFAIRS 37.20 2.80 X 117289 8828 17128 MICHAEL D FRYT CHAIRMAN/DIRECTOR 1.00 1.00 X X 0 0 0 JOSEPH G LEHMAN VICE CHAIRMAN/DIRECTOR 1.00 1.00 X X 0 0 0 DONALD P RACHETER SECRETARY/DIRECTOR 0.50 0.50 X X 0 0 0 CHUCK FULLER TREASURER/DIRECTOR 1.00 1.00 X X 0 0 0 BRANDON PECK DIRECTOR 0.50 0.50 X 0 0 0 JON COUPAL DIRECTOR 0.50 0.50 X 0 0 0 KR KAMON DIRECTOR 0.50 0.50 X 0 0 0 RICHARD VEDDER DIRECTOR 0.50 0.50 X 0 0 0 STACEY CHAMBERLIN DIRECTOR 0.50 0.50 X 0 0 0 DAVID KEATING DIRECTOR 0.50 X 0 0 0 DIANE BLACK DIRECTOR 0.50 X 0 0 0 SHARI WILLIAMS DIRECTOR 0.50 X 0 0 0 STEVE FORBES DIRECTOR 0.50 X 0 0 0 801278 571155 134573 4 0 1 0 BLACK ROCK GROUP 66 CANAL CENTER PLAZA SUITE 500 ALEXANDRIA VA 22314 COMMUNICATIONS CONSULTING 230732 ARENA LLC 1260 STRINGHAM AVE 350 SALT LAKE CITY UT 84106 WEBSITE DESIGN, AD PRODUCTION/PLACEMENT 164287 2 4559962 1330 4559962 30746 30746 4590708 0 0 30746 X 1000 1000 360524 284814 51914 23796 1000926 643150 272256 85520 43553 29300 10672 3581 84877 54060 23680 7137 99328 67424 23902 8002 15712 12845 2867 57426 46946 10480 98448 98448 368570 301310 67260 290321 289942 119 260 39151 17220 20047 1884 43127 29366 10443 3318 133000 90560 32206 10234 66147 53450 1290 11407 82402 81780 622 MEDIA AND PUBLIC OUTREA 203782 203782 PRINTING AND POSTAGE 102497 2155 1571 98771 MISCELLANEOUS 40076 27922 5226 6928 PAYROLL TAX REFUND -406155 -406155 2724712 2237026 128400 359286 1560491 2158732 302500 948571 99910 440510 27088 19092 189723 148486 9780 41237 1867010 1665127 1360102 3267898 5226881 8541167 171440 167627 5619 1690350 177059 1857977 X 4027208 5637438 1022614 1045752 5049822 6683190 5226881 8541167 1865996 -232628 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 1286937 -134893 1152044 1166784 120153 1286937 1080479 86305 1166784 918444 162035 1080479 970135 -51691 918444 1.00000 0 0 155368 148486 6882 34355 34355 41237 SECURITY DEPOSIT 11850 DUE FROM RELATED PARTY 1698806 LEASE RIGHT-OF-USE ASSET 1557242 3267898 LEASE LIABILITIES - LT 1690350 1690350 X 4358080 -232628 -232628 4590708 0 4590708 2724712 0 2724712 0 2724712 PART X, LINE 2: THE INCOME TAX POSITIONS TAKEN BY THE ORGANIZATION FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT THE ORGANIZATION CONTINUES TO BE EXEMPT FROM INCOME TAXES. THE ORGANIZATION DID NOT HAVE ANY UNRELATED BUSINESS INCOME THAT IS SUBJECT TO INCOME TAXES. THE ORGANIZATION BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE UNRECOGNIZED TAX LIABILITIES WITHIN 12 MONTHS OF THE REPORTING DATE. THE ORGANIZATION EVALUATED THEIR UNCERTAINTY IN INCOME TAXES AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON THEIR TAX-EXEMPT STATUS. NONE OF THE ORGANIZATION'S FEDERAL INFORMATION RETURNS ARE CURRENTLY UNDER EXAMINATION. PART V. LINE 4 ENDOWMENT FUNDS TO BE USED FOR GENERAL OPERATING EXPENSES. X X X X 1 DAVIDSON & CO DONOR ACQUISITION AND DEVELOPMENT 216 WEST PALL MALL STREET WINCHESTER VA 22601 DIRECT MAIL PLANNING/EXECUTION 0 110881 60000 50881 OPTIMIZE CONSULTING LLC PO BOX 660121 AUSTIN TX 78766 ONLINE FUNDRAISING PLANNING/EXECUTION 0 102499 42057 60442 213380 102057 111323 AK AL AR CA CO CT DC FL HI IL KS KY ME MN MO MS NC ND NH NJ NM NV NY OH OK OR PA SC RI TN UT VA WA WI WV GA X X 0 0 0 0 0 0 0 0 0 JOSEPH HENCHMAN EXECUTIVE VP, NTUF 0 220882 0 0 0 0 0 2500 0 11998 0 235380 0 0 BRANDON ARNOLD EXECUTIVE VP, NTU 198919 10470 0 0 0 0 2375 125 14981 788 216275 11383 0 0 PETER J SEPP PRESIDENT/ DIRECTOR 127280 62690 0 0 0 0 0 0 16969 8358 144249 71048 0 0 EVANGELINELEAH VUKMIR VP OF STATE AFFAIRS 179579 0 0 0 0 0 2500 0 15619 0 197698 0 0 0 AL CANATA VP OF STRATEGIC PRTNRSHIPS 97629 65086 0 0 0 0 1500 1000 12757 8504 111886 74590 0 0 TYLER MARTINEZ SENIOR ATTORNEY 0 149477 0 0 0 0 0 2500 0 447 0 152424 0 0 PART I, LINE 3 SAME METHODS ABOVE ARE UTILIZED BY THE NATIONAL TAXPAYERS UNION FOUNDATION, A RELATED ORGANIZATION. FORM 990, PART V, LINE 6B: ACKNOWLEDGEMENT LETTERS AS WELL AS SOLICITATIONS NORMALLY EXPLAIN THAT NTU IS A 501(C)(4) ORGANIZATION AND CONTRIBUTIONS ARE NOT TAX DEDUCTIBLE. FORM 990, PART VI, SECTION A, LINE 6 ONLY DIRECTORS SHALL BE MEMBERS OF THE CORPORATION UNDER THE LAWS OF THE STATE OF DELAWARE. ANY INDIVIDUAL WHO OR ENTITY THAT PROVIDES SUPPORT OR ASSISTANCE TO THE CORPORATION MAY BE DESIGNATED AS A "SUPPORTING MEMBER OR OTHER SIMILAR TITLE AS DETERMINED BY THE BOARD OF DIRECTORS FROM TIME TO TIME, BUT SUCH INDIVIDUALS OR ENTITIES SHALL NOT BE DEEMED TO BE MEMBERS OF THE CORPORATION WITHIN THE MEANING OF THE LAWS OF THE STATE OF DELAWARE. THE BOARD OF DIRECTORS MAY DESIGNATE THROUGH BOARD ACTION DIFFERENT CLASSES OF SUPPORTING MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY DIRECTORS WHO RECEIVE NO COMPENSATION FROM NATIONAL TAXPAYERS UNION, AS WELL AS THE PRESIDENT AND OPERATIONS MANAGER. THE FINAL FORM 990 WAS SENT TO THE ENTIRE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C OUR CONFLICT OF INTEREST POLICY INCLUDES OUR ORGANIZATION AND ALL OUR RELATED ORGANIZATIONS. OFFICERS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO MAKE AN ANNUAL DISCLOSURE OF CONFLICT OF INTEREST. WHEN THE BOARD CONSIDERS A TRANSACTION OR PROPOSED TRANSACTION, EACH DIRECTOR WHO HAS OR MAY HAVE A CONFLICT OF INTEREST IS REQUIRED TO DISCLOSE IT PROMPTLY TO THE BOARD IF NOT ALREADY DISCLOSED. A DIRECTOR WHO HAS A CONFLICT OF INTEREST DOES NOT VOTE ON ANY BOARD ACTION REGARDING THIS TRANSACTION. THIS POLICY IS COMMUNICATED AND RECERTIFIED AT BOARD OF DIRECTORS MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION SCHEDULE FOR THE PRESIDENT AND ENTIRE STAFF IS REVIEWED ANNUALLY AND APPROVED BY AT LEAST TWO DIRECTORS WHO DO NOT RECEIVE ANY COMPENSATION FROM THE NATIONAL TAXPAYERS UNION. THIS OVERSIGHT INCLUDES A REVIEW OF COMPARABILITY DATA. COMPENSATION FOR OTHER OFFICERS OR KEY EMPLOYEES IS REVIEWED ANNUALLY AND APPROVED BY AT LEAST TWO DIRECTORS OF THE BOARD. THE PRESIDENT REVIEWS SALARY COMPARABILITY DATA FOR ALL POSITIONS. THE MEMBERS OF THE BOARD OF DIRECTORS WHO ARE PERFORMING THE ANNUAL REVIEW OF COMPENSATION PROCESS DO NOT RECEIVE ANY COMPENSATION FROM NATIONAL TAXPAYERS UNION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE NTU OFFICE. NTU IS PLANNING TO MAKE THE FINANCIAL STATEMENTS AND TAX RETURNS AVAILABLE ON THE WEBSITE IN THE FUTURE. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 301,310. MANAGEMENT AND GENERAL EXPENSES 67,260. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 368,570. NATIONAL TAXPAYERS UNION FOUNDATION 122 C STREET NW SUITE 700 WASHINGTON DC 20001 521122683 RESEARCH, POLICY ANALYSIS, AND PUBLIC EDUCATION DC 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 NATIONAL TAXPAYERS UNION FOUNDATION N 94531 COST NATIONAL TAXPAYERS UNION FOUNDATION O 1219105 COST NATIONAL TAXPAYERS UNION FOUNDATION Q 228953 COST