SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2017
Open to Public
Inspection
Name of the organization
National Tax Association
Tax Institute of America
Employer identification number

31-0823849
Return Reference Explanation
Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company The management company provided an executive director to assist with the operations of the organization and handling of day to day matters.
Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The executive director is a non-voting member of the board (see article IV, Section 2 and Article V, section 5 of the by-laws).
Form 990, Part VI, Line 11b: Form 990 Review Process All board members were provided a copy of the 990 by electronic means. All board members must confirm receipt of documents.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Conflict of interest policy is reviewed at annual meetings - each board member must indicate compliance at said meeting.
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Governing documents, conflict of interest policy, and financial statements are made available to the public on the organizations web site.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2017


Additional Data


Software ID: 17005038
Software Version: 2017v2.2