2026-05-08T06:59:10-05:00 2025-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-07-01 237073182 Tax Analysts TAXA 7035334400 400 S Maple Ave 400 Falls Church VA 220464245 Carl Walker Chief Financial Officer 7035334400 2026-05-04 1 1 Lori A Collingsworth P00639819 7038930300 2026-04-30 2024 2025-03-06 01:10:19Z Cara Griffith 400 S Maple Ave 400 Falls Church VA 220464245 107978666 0 X https://www.taxnotes.com/ X 1971 DC Publishing and fostering tax policy debate. Ensuring disclosure of tax information to the public. 14 13 194 0 139605 106270 0 0 33582806 36959119 1684100 10956459 184305 218477 35451211 48134055 0 0 0 0 24891250 27033703 0 0 0 8722702 9722885 33613952 36756588 1837259 11377467 85259122 88996650 23951534 20036205 61307588 68960445 X Tax Analysts is dedicated to fostering open and informed debate about taxation to help educate all taxpayers and to enhance tax administration and policy. Tax Analysts provides unbiased informationabout tax policy through its in-depth news and analysis.Additionally, the organization serves as a forum for even-handed debate and discussion by sponsoring tax policy discussion events by other groups, and through speaking engagements conducted by its subject matter tax authorities. 0 0 27976374 36959119 Through the organization's print publications and online content, Tax Analysts provides tax practitioners, tax administrators, academics and all taxpayers with the most up-to-date, technically accurate, and non-biased tax news, commentary and analysis. They also participate with tax subject matter experts at events the organization sponsors. Tax Analysts also performs a very important public watchdog function by engaging in strong and fair investigative journalism and, when needed pursuing legal action under the Freedom of Information Act to ensure that transparency exists in the administration of tax policy at the federal and state levels. 27976374 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 56 0 1 194 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X Carl Walker CFO 7035334400 400 S Maple Ave 400 Falls Church VA 220464245 Cara Griffith Director, President/CEO 40.00 X X 589002 0 35792 Ameek Ashok Ponda Director, Chair 1.00 X X 0 0 0 Joseph Huddleston Director, Treasurer 1.00 X X 0 0 0 Sharda Cherwoo Director 1.00 X 0 0 0 Thomas S Neubig Director 1.00 X 0 0 0 David J Kautter Director 1.00 X 0 0 0 Beth Tucker Director 1.00 X 0 0 0 Eli Dicker Director 1.00 X 0 0 0 Nina Olson Director 1.00 X 0 0 0 Karen Hawkins Director 1.00 X 0 0 0 Danielle Rolfes Director 1.00 X 0 0 0 Sam Sim Director 1.00 X 0 0 0 Samuel C Thomson Jr Director 1.00 X 0 0 0 H David Rosenbloom Director 1.00 X 0 0 0 Carl Walker Chief Financial Officer 40.00 X 320409 0 23734 Jeremy Scott Chief Operating Officer 40.00 X 366823 0 41491 Michael Berkeley Chief Technology Officer 40.00 X 284010 0 38723 Peter Billlingsley Chief Growth Officer 40.00 X 283606 0 33314 Chuck O'Toole Chief Content Officer 40.00 X 245700 0 7747 Ellen Kidwell Chief People Officer (thru 9/2024) 40.00 X 174363 0 4538 Lee Sheppard Contributing Editor 40.00 X 294683 0 21670 Martin Sullivan Contributing Editor 40.00 X 269254 0 12624 Eli Lasser Sales Manager 40.00 X 246324 0 34747 Kathryn Ellis Sr. Director Global Sales 40.00 X 238216 0 6053 Huttinger Robert VP Customer Systems 40.00 X 203899 0 10618 3516289 0 271051 92 0 1 0 Procedurally Taxing LLC 17 E Gay St Suite 100 West Chester PA 19380 Publishing 150600 Alliance Executive Search LLC 1950 Old Gallows Rd Suite 410 Vienna VA 22182 Staffing 136060 Miles & Stockbridge 100 Light Street Baltimore MD 212021036 Legal 122939 Renaud Consulting 8605 Westwood Center Dr Vienna VA 22182 Real Estate 119713 Lawrence J Haas 12 Falls Chapel Court Potomac MD 20854 Communications 115000 8 Electronic database revenue 513190 34011633 34011633 Other publication revenue 513190 2311365 2311365 Print subscriptions 513190 636121 636121 36959119 1809914 1809914 1043774 871458 172316 172316 101628 70688 68119698 58973153 9146545 9146545 9146545 Advertising income 541800 37977 37977 Other revenue 900099 8184 8184 46161 48134055 36959119 139605 11035331 2680866 2285524 395342 19595348 16705666 2889682 853330 732568 120762 2337284 1953284 384000 1566875 1356199 210676 338972 97917 241055 255501 255501 2226280 904256 1322024 680039 78080 601959 952571 537358 415213 894678 93328 801350 829003 762302 66701 480938 365426 115512 455691 312942 142749 259233 259233 1153643 800854 352789 155666 155666 Other publication costs 990670 990670 Bad debt 50000 50000 36756588 27976374 8780214 0 2969313 3215928 931841 495408 722910 775230 36512331 23283069 13903448 13229262 65925634 70650214 805976 630608 85259122 88996650 2558370 3826797 14572815 16124045 6703068 0 117281 85363 23951534 20036205 X 61307588 68960445 61307588 68960445 85259122 88996650 X 11377467 -3736604 11994 X X 0 1 X 1 0 X 63677 0 10000 0 0 73677 26712833 28871894 31290790 33582806 36959119 157417442 26776510 28871894 31300790 33582806 36959119 157491119 0 3137229 3085019 3492440 1778746 2448051 13941485 3137229 3085019 3492440 1778746 2448051 13941485 143549634 2308793 2218139 2497201 2328874 2394386 11747393 83953 83953 2308793 2218139 2497201 2328874 2478339 11831346 14224 8033 7545 8184 37986 29085303 31104257 33806024 35919225 39445642 169360451 0.84760 0.83640 0.06990 0.07520 X Schedule A, Part III, Line 12, Explanation of Other Income: Other miscellaneous receipts - 2020 Amount: $ 0. 2021 Amount: $ 14,224. 2022 Amount: $ 8,033. 2023 Amount: $ 7,545. 2024 Amount: $ 8,184. 3300000 3300000 18231253 11202702 7028551 2647511 622439 2025072 2961541 2533793 427748 9372026 8924135 447891 13229262 Lease liability- finance lease 49324 Rent deposits 36039 85363 X 43906338 -3736604 11627 11994 -3712983 47619321 255501 259233 514734 48134055 36253481 11627 11627 36241854 255501 259233 514734 36756588 Part X, Line 2: Management has evaluated the Organization's tax positions and has concluded that the Organization has taken no uncertain tax positions that qualify for either recognition or disclosure in the consolidated financial statements for the years ended June 30, 2025 and 2024. Part XI, Line 2d - Other Adjustments: Change in fair value of interest rate swap agreement 11,994. Part XI, Line 4b - Other Adjustments: Interest expense on bonds payable 259,233. Part XII, Line 4b - Other Adjustments: Interest expense on bonds payable 259,233. Europe (Including Iceland & Greenland) 1 4 Program- Service Provider to US Parent Sales support, local tax news reporting 543324 1 4 0 0 1 4 543324 0 543324 0 0 1 0 0 0 Part I, line 3: Foreign expenses are directly tracked and accounted for on the accrual method of accounting. X X X X X 0 0 0 0 0 0 0 1 0 Cara Griffith Director, President/CEO 489002 0 100000 0 0 0 11801 0 23991 0 624794 0 0 0 Jeremy Scott Chief Operating Officer 314210 0 52613 0 0 0 17500 0 23991 0 408314 0 0 0 Carl Walker Chief Financial Officer 263309 0 57100 0 0 0 17500 0 6234 0 344143 0 0 0 Michael Berkeley Chief Technology Officer 260310 0 23700 0 0 0 14732 0 23991 0 322733 0 0 0 Peter Billlingsley Chief Growth Officer 241510 0 42096 0 0 0 13252 0 20062 0 316920 0 0 0 Lee Sheppard Contributing Editor 266683 0 28000 0 0 0 14863 0 6807 0 316353 0 0 0 Martin Sullivan Contributing Editor 256254 0 13000 0 0 0 12624 0 0 0 281878 0 0 0 Eli Lasser Sales Manager 97002 0 149322 0 0 0 10756 0 23991 0 281071 0 0 0 Chuck O'Toole Chief Content Officer 220100 0 25600 0 0 0 7747 0 0 0 253447 0 0 0 Kathryn Ellis Sr. Director Global Sales 190216 0 48000 0 0 0 6053 0 0 0 244269 0 0 0 Huttinger Robert VP Customer Systems 195899 0 8000 0 0 0 10618 0 0 0 214517 0 0 0 Ellen Kidwell Chief People Officer (thru 9/2024) 154577 0 19786 0 0 0 0 0 4538 0 178901 0 0 0 Part I, Line 7 The Organization periodically pays discretionary bonuses to employees in recognition of performance. Form 990, Part VI, Section B, line 11b A final draft Form 990 and all related schedules and statements are submitted for review to the organization's finance committee and to all board members. The comments from this committee and the board members are incorporated into the final version that is filed with the IRS. The committee is designated by the board of directors as the board's designee to perform the review of the Form 990 and 990-T. Form 990, Part VI, Section B, line 12c The policy is stated in the Employee Procedures Manual that is distributed to all employees, officers, and directors. The President and Human Resources Department monitor, update, and enforce all procedures including the conflict of interest policy and compliance on an ongoing basis. Form 990, Part VI, Section B, line 15 The process for determining compensation for the organization's CEO (the President) includes a review, evaluation, and recommendation by the Board of Directors' Human Resource Committee to the Board of Directors. The recommendation is based on comparable data gathered from independent sources (professional compensation studies) and other relevant information. The Board of Directors deliberates and has final approval. The board minutes provide contemporaneous substantiation of the deliberation and decision. The process for determining compensation for the other officers and key employees involves compensation studies every few years, and is approved by the CEO with delegated authority from the Board of Directors. Form 990, Part VI, Section C, line 18 The Organization makes its annual tax return (Form 990 and all related schedules) publicly available on a website where most nonprofit reports are posted. In addition, the return is available upon request. Form 990, Part VI, Section C, line 19 The Organization currently does not make its Conflict of Interest Policy available to the public. Form 990, Part XI, line 9: Change in fair value of interest rate swap agreement 11,994. Form 990, Part XII, Line 2c: The audit oversight process has remained unchanged from the previous year. Tax Analysts BV Nieuwezijds Voorburgwal 104-108 Amsterdam NL 1012-SG Research tax issues, publish data NL Tax Analysts C 555701 1058966 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0