Professor Paul J Hartman Memorial State and Local Tax Forum

Analysis

Professor Paul J Hartman Memorial State and Local Tax Forum is a registered charity in United States, based in Brentwood, TN. It received its IRS tax-exemption ruling in September 1994, 32 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Professor Paul J Hartman Memorial State and Local Tax Forum reported income of $306k and spending of $293k, spending 96% of its income. Across the 5 years on record, from December 2018 to December 2023, income grew from $228k to $306k (+34%), an average of +7.6% a year. The sharpest change came in the year to December 2022, when income rose by 20%. Over the whole period it spent 85% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Professor Paul J Hartman Memorial State and Local Tax Forum sits at the 61st percentile: it is larger than about 61% of them. Against every charity in United States with reported income it ranks in the 62nd percentile, and in the 63rd percentile within TN. Charities of a similar size with the same main cause include Roaring Fork Valley Early Learning Fund ($306k), National Institute of Governmental Purchasing Inc ($306k) and Tate Band Boosters Association Inc ($306k).

On its Form 990 for the period ending December 2023, revenue came from program service revenue 98% of the total. At year end it held assets of $434k against liabilities of $7,500, net assets of $426k.