NATIONAL ASSOCIATION OF ENROLLED AGENTS
1730 RHODE ISLAND AVE, WASHINGTON, DC 20036 www.naea.org

Total Revenue
$3,868,676
Total Expenses
$3,625,763
Net Assets
$455,470

Organizations Filed Purposes: NAEA WILL ADVANCE THE RECOGNITION OF ENROLLED AGENTS AND ENHANCE THE PROFESSIONAL GROWTH OF OUR MEMBERS THROUGH MEMBER PROMOTION, SUPPORT, ADVOCACY AND EDUCATION.

COMMUNICATIONS AND PUBLIC RELATIONS. NAEA PROVIDES ITS MEMBERS A BI-MONTHLY JOURNAL THAT IS DEVOTED TO THE PRACTICE OF TAX. THE EA JOURNAL IS COMPRISED OF ARTICLES AUTHORED BY NATIONAL EXPERTS IN TAXATION. THIS PUBLICATION ALSO CONTAINS PROFESSIONAL DEVELOPMENT MATERIAL AND A TEST FORM THAT CAN BE SUBMITTED TO THE ASSOCIATION FOR CONTINUING EDUCATION CREDITS. NAEA ALSO PUBLISHES A WEEKLY ELECTRONIC NEWSLETTER THAT ADVISES MEMBERS OF CHANGES IN TAX STATUTES AND REGULATIONS, LEGISLATIVE INFORMATION RELATIVE TO TAX POLICY AS WELL AS MEMBERSHIP INFORMATION. ANSWERS TO TAX QUESTIONS MAY BE FOUND ON THE NAEA WEBSITE, WHERE A TAX RESEARCH SERVICE AND A COMMUNITY WEB BOARD ARE BEHIND MEMBERS-ONLY PASSWORD PROTECTION. THE WEBSITE ALSO HOLDS RESOURCES FOR PRACTICE MANAGEMENT.

MEMBERSHIP. THE MEMBERSHIP DEPARTMENT SUPPORTS ALL LOGISTICS, PROCESSING, MEMBERSHIP RETENTION, MEMBERSHIP RENEWAL, AND MEMBERSHIP AFFINITY PROGRAMS. THE DEPARTMENT IS ALSO RESPONSIBLE FOR WORKING WITH VOLUNTEERS TO EVALUATE MEMBERSHIP BENEFITS, AS WELL AS INCENTIVE PROGRAMS. THE MEMBERSHIP DEPARTMENT IS THE PRIMARY LIAISON WITH THE THIRTY-NINE INDEPENDENT NAEA AFFILIATES THROUGHOUT THE COUNTRY.

EDUCATION. A PRIMARY FOCUS OF THE ASSOCIATION IS ITS COMMITMENT TO CONTINUING EDUCATION. THE ASSOCIATION OFFERS A WIDE VARIETY OF EDUCATIONAL PROGRAMMING THAT IS TARGETED TO ENHANCE THE PROFESSIONAL SKILLS OF OUR MEMBERSHIP. A MAJOR EDUCATIONAL INITIATIVE IS THE NATIONAL TAX PRACTICE INSTITUTE, WHICH IS A PROGRAM DESIGNED TO ADVANCE OUR MEMBERS' SKILLS IN REPRESENTATION BEFORE THE INTERNAL REVENUE SERVICE. NAEA ALSO OFFERS COURSES ON PRACTICE MANAGEMENT, TAX PREP ISSUES, AND A SPECIAL ENROLLMENT EXAM (SEE PREPARATORY COURSE THAT PREPARES INDIVIDUALS TO TAKE A SPECIAL IRS EXAMINATION TO QUALIFY AS AN ENROLLED AGENT). THE NATIONAL STAFF SERVES AS A LIAISON BETWEEN THE AFFILIATES AND THE EDUCATIONAL REGULATORY BODY WITHIN THE IRS RETURN PREPARER OFFICE TO ENSURE THAT COURSE OFFERINGS ARE CREDIBLE AND MEET THE IRS ANNUAL EDUCATION REQUIREMENTS.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Robert Kerr EaEXECUTIVE VICE PRESIDENT37.5$230,414
Katrina HollandDIRECTOR OF MEMBERSHIP37.5$138,779
David Tolleth Phd EaDIRECTOR5$0
Twila Midwood EaDIRECTOR5$0
Patti Kappen EaDIRECTOR5$0
Jake Johnstun EaDIRECTOR5$0
Chris Hardy EaDIRECTOR5$0
Michael Fioritto EaDIRECTOR5$0
Trish Evenstad EaDIRECTOR5$0
Lori Carpenter EaDIRECTOR5$0
Kathy Brown EaDIRECTOR5$0
Nancy Lyman EaTREASURER10$0
Angela Radic EaSECRETARY10$0
Donald Rosenberg EaPRESIDENT-ELECT10$0
Jean Nelsen EaIMMEDIATE PAST PRESIDENT10$0
Jerry Gaddis Ea MbaPRESIDENT10$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202111259349302361_public.xml

View Statistics by Area