Mission
Educational Services to Tax Professionals
Small Public Charity
Tax Alliance Conference
Based in Richardson, TX, Tax Alliance Conference operates as a Small Public Charity. The organization reported $59K in revenue, $45K in expenses, $42K in total assets for fiscal year 2025.
EIN: 203357553
Richardson, TX
Adult & Child Matching Programs
NTEE: O30
Latest filing: 2025
Total Revenue$59K
Total Expenses$45K
Total Assets$42K
Grant Records0
Filing Years2020–2025
Where $100 goes at Tax Alliance Conference
How Tax Alliance Conference divides every $100 it spends, from its own Form 990-EZ filings, averaged across 8 years.
$100
Programs
the work itself
<$1
Everything else
operations and overhead
Form 990-EZ reports program spending but doesn't separate management from fundraising, so those are shown together.
Inside the $100 for programs
$100
The entity provides education regarding federal tax law for various license tax professional, EAs, CPAs, Attys
Source: Form 990-EZ filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
Director
Grace Bates
President
Kyle Coleman Atty
Director
Michelle Idzi
Director
Roslyn Banks
Treasurer
Steve Carter
Vice President
Teresa Dempsey Cpa
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $59K | $45K | $42K |
| 2024 | $46K | $46K | $28K |
| 2023 | $36K | $38K | $29K |
| 2021 | $13K | $12K | $37K |
| 2020 | $1K | $7K | $36K |
Between 2020 and 2025, reported annual revenue grew from $1K to $59K (+4861%), with total assets most recently reported at $42K.
Interactive year-over-year charts and full filing details available with membership.