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← AMERICANS FOR TAX REFORM

Form 990 for tax year 2023

Filed by AMERICANS FOR TAX REFORM.

Totals

Total revenue
$7,834,355
Total expenses
$4,785,028
Contributions and grants received
$7,668,985
Grants paid
$275,000
Program service revenue
$0
Investment income
$165,310
Other revenue
$60
Total assets, end of year
$37,618,709
Total liabilities, end of year
$12,320,380
Net assets or fund balances, end of year
$25,298,329
Program services expenses (Part IX)
$3,798,073
Management and general expenses
$532,157
Fundraising expenses
$454,798
Program service expenses (Part III)
$3,798,073

Program services were 79.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $7,668,985

  • 3 · Investment income

    total $165,310 · excluded $165,310

  • 6a · Gross rents

    real property $12,240

  • 6b · Less rental expenses

    real property $12,240

  • 6c · Rental income or loss

    real property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $568

  • 7b · Less cost or other basis and sales expenses

    securities $568

  • 7c · Gain or loss

    securities $0

  • 7d · Net gain or loss

    total $0

  • 11a · Other revenue: Other income

    total $60 · related or exempt $60

  • 11e · Other revenue, total

    $60

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $275,000 · program services $275,000

  • 5 · Compensation of officers, directors and key employees

    total $422,406 · program services $422,406

  • 7 · Other salaries and wages

    total $937,364 · program services $566,216 · management and general $194,082 · fundraising $177,066

  • 8 · Pension plan contributions

    total $21,254 · program services $11,108 · management and general $5,305 · fundraising $4,841

  • 9 · Other employee benefits

    total $32,702 · program services $4,819 · management and general $14,579 · fundraising $13,304

  • 10 · Payroll taxes

    total $96,299 · program services $68,427 · management and general $14,574 · fundraising $13,298

  • 11b · Fees: legal

    total $85,447 · program services $60,715 · management and general $12,933 · fundraising $11,799

  • 11c · Fees: accounting

    total $24,899 · management and general $24,899

  • 11g · Fees: other

    total $255,836 · program services $182,257 · management and general $38,212 · fundraising $35,367

  • 12 · Advertising and promotion

    total $1,240,274 · program services $1,223,946 · management and general $8,538 · fundraising $7,790

  • 13 · Office expenses

    total $273,604 · program services $187,290 · management and general $49,758 · fundraising $36,556

  • 14 · Information technology

    total $15,042 · program services $10,688 · management and general $2,277 · fundraising $2,077

  • 16 · Occupancy

    total $497,517 · program services $362,132 · management and general $65,004 · fundraising $70,381

  • 17 · Travel

    total $419,208 · program services $297,956 · management and general $63,360 · fundraising $57,892

  • 19 · Conferences, conventions and meetings

    total $20,844 · program services $16,268 · management and general $1,573 · fundraising $3,003

  • 22 · Depreciation, depletion and amortization

    total $156,729 · program services $108,845 · management and general $26,460 · fundraising $21,424

  • 23 · Insurance

    total $10,603 · management and general $10,603

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $120,331 · end of year $140,336

  • 2 · Savings and temporary cash investments

    beginning of year $5,309,524 · end of year $6,113,216

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,510 · end of year $12,067

  • 10a · Land, buildings and equipment: cost or other basis

    $2,459,568

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,589,136

  • 10c · Land, buildings and equipment, net

    beginning of year $1,016,826 · end of year $870,432

  • 15 · Other assets

    beginning of year $28,906,143 · end of year $30,482,658

  • 17 · Accounts payable and accrued expenses

    beginning of year $24,083 · end of year $145,704

  • 25 · Other liabilities

    beginning of year $13,096,249 · end of year $12,174,676

  • 27 · Net assets without donor restrictions

    beginning of year $22,249,002 · end of year $25,298,329

Mission and programs · 2023

Mission

American for Tax Reform (ATR) is a national grassroots organization focused on increasing public awareness about the size and regulations of government and rallying support for lower taxes, smaller government and congressional accountability.

Activities or mission (Part I)

Taxpayer advocacy group promoting social welfare of taxpayers in the United States

  • Issue Development and Education: ATR watches and tracks policies and initiatives beyond the traditional tax increase model.

    Expenses $2,270,497 · Grants $275,000

  • Outreach: ATR uses its network of pledge signers and works with a coalition of like-minded groups to promote pro-taxpayer, small government policies.

    Expenses $728,308

  • Pledge Campaign: The idea of the pledge is simple: make politicians put their no-new-taxes rhetoric in writing. The taxpayer protection pledge is offered to every candidate for office, state and federal, and all incumbents.

    Expenses $539,085 · Revenue $60

  • Events

    Expenses $260,183

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Grover Norquist

    President

    Total calculated
    $299,299
    From this org
    $150,000
    From related orgs
    $100,000
    Other
    $49,299
    Hours/week
    24 + 16 related

    Schedule J breakdown matched by us

    Base
    $150,000 + $100,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $6,000 + $4,000 related
    Nontaxable benefits
    $23,579 + $15,720 related
    Filer's total
    $179,579 + $119,720 related

  • Peter Balkin

    Vice President

    Total calculated
    $0
    Hours/week
    20 + 20 related

  • Karen Kerrigan

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Megan Worley

    Vice President of Finance

    Total calculated
    $129,790
    From this org
    $48,250
    From related orgs
    $48,250
    Other
    $33,290
    Hours/week
    20 + 20 related

  • Christopher Butler

    Executive Director

    Total calculated
    $254,188
    From this org
    $146,720
    From related orgs
    $62,880
    Other
    $44,588
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $141,820 + $60,780 related
    Bonus
    $4,900 + $2,100 related
    Other
    $0
    Deferred
    $5,869 + $2,515 related
    Nontaxable benefits
    $25,343 + $10,861 related
    Filer's total
    $177,932 + $76,256 related

  • Patrick Gleason

    Director of State Affairs

    Total calculated
    $203,882
    From this org
    $104,208
    From related orgs
    $69,472
    Other
    $30,202
    Hours/week
    24 + 16 related

    Schedule J breakdown matched by us

    Base
    $100,200 + $66,800 related
    Bonus
    $4,008 + $2,672 related
    Other
    $0
    Deferred
    $4,008 + $2,672 related
    Nontaxable benefits
    $14,113 + $9,409 related
    Filer's total
    $122,329 + $81,553 related

  • John Kartch

    Vice President of Communications

    Total calculated
    $226,400
    From this org
    $106,150
    From related orgs
    $86,850
    Other
    $33,400
    Hours/week
    22 + 18 related

    Schedule J breakdown matched by us

    Base
    $105,600 + $86,400 related
    Bonus
    $550 + $450 related
    Other
    $0
    Deferred
    $4,246 + $3,474 related
    Nontaxable benefits
    $14,124 + $11,556 related
    Filer's total
    $124,520 + $101,880 related

  • Lorenzo Montanari

    Dir. of International Programs and Affairs

    Total calculated
    $191,036
    From this org
    $0
    From related orgs
    $175,000
    Other
    $16,036
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,000 related
    Bonus
    $0 + $10,000 related
    Other
    $0
    Deferred
    $0 + $6,050 related
    Nontaxable benefits
    $0 + $9,986 related
    Filer's total
    $0 + $191,036 related

  • Margaret Mire

    Director of State Government Relations

    Total calculated
    $166,978
    From this org
    $84,814
    From related orgs
    $69,394
    Other
    $12,770
    Hours/week
    24 + 18 related

    Schedule J breakdown matched by us

    Base
    $71,614 + $58,594 related
    Bonus
    $13,200 + $10,800 related
    Other
    $0
    Deferred
    $3,393 + $2,776 related
    Nontaxable benefits
    $3,631 + $2,970 related
    Filer's total
    $91,838 + $75,140 related

  • Andreas Hellman

    Dir. of Outreach, Tax & Regulatory Policy

    Total calculated
    $175,197
    From this org
    $129,200
    From related orgs
    $22,800
    Other
    $23,197
    Hours/week
    34 + 6 related

    Schedule J breakdown matched by us

    Base
    $129,200 + $22,800 related
    Bonus
    $0
    Other
    $0
    Deferred
    $2,763 + $488 related
    Nontaxable benefits
    $16,954 + $2,992 related
    Filer's total
    $148,917 + $26,280 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202403199349304760

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