Usa Branch International Fiscal Association Inc
- Assets
- $3.0m
- Revenue
- $608.0k
- Investments
- $0.0
- Employees
- 0
- Location
- Rochester, NY
- Founding
- 06/1970
- Data as of
- 12/2023
- EIN
- 23-7068849
Organization Overview
Usa Branch International Fiscal Association Inc is located in Rochester, NY. The organization was established in 1970. According to its NTEE Classification (Q03) the organization is classified as: Professional Societies & Associations, under the broad grouping of International, Foreign Affairs & National Security and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. USA Branch International Fiscal Association Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, USA Branch International Fiscal Association Inc generated $608.0k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 0.9% each year. All expenses for the organization totaled $701.9k during the year ending 12/2023. While expenses have increased by 3.8% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
THE USA BRANCH INTERNATIONAL FISCAL ASSOCIATION (IFA) IS AN ORGANIZATION WHOSE MISSION IS THE STUDY AND ADVANCEMENT OF INTERNATIONAL AND COMPARATIVE TAX LAW AND THE FINANCIAL AND ECONOMIC ASPECTS OF TAXATION. USA BRANCH IFA HOLDS ANNUAL CONFERENCES AND SEMINARS WHICH PROVIDE FORUMS FOR EXPERTS TO EXCHANGE OPINIONS ON TOPICS OF INTERNATIONAL TAXATION, SUCH AS CURRENT FISCAL DEVELOPMENTS, CHANGES IN LEGISLATION AND SOLUTIONS TO PROBLEMS ARISING IN THE PRACTICAL IMPLEMENTAION OF TAX LAW.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE 2023 ANNUAL CONFERENCE OF THE INTERNATIONAL FISCAL ASSOCIATION-USA WAS HELD FROM JUNE 2 TO JUNE 3 IN WASHINGTON, DC. THE CONFERENCE PROVIDED HIGH LEVEL EDUCATION ON INTERNATIONAL TAXATION TOPICS FOR OVER 200 SENIOR INTERNATIONAL TAX ATTORNEYS AND ACCOUNTANTS. THE PRESENTATIONS GIVEN BY SPEAKERS FROM INDUSTRY, GOVERNMENT, ACADEMIA, LAW AND PROFESSIONAL PRACTICE FIRMS PROVIDED ATTENDEES THE OPPORTUNITY TO OBTAIN CLE AND CPE CREDITS.
AFFILIATE PAYMENT TO IFA CENTRAL (ROTTERDAM, NETHERLANDS) TO SUPPORT ITS ROLE AS A FORUM FOR DISCUSSION OF INTERNATIONAL TAX QUESTIONS.
MISCELLANEOUS EDUCATIONAL OPPORTUNITIES PROVIDED IN REGIONAL PROGRAMS FOCUSING ON INTERNATIONAL TAXATION RELATED ISSUES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Peter J Connors President | OfficerTrustee | 1 | $0 |
Peter A Glicklich Executive Vice President | OfficerTrustee | 1 | $0 |
Dirk Jj Suringa Vice President, Finance | OfficerTrustee | 1 | $0 |
John Bates Vice President, Secretary | OfficerTrustee | 1 | $0 |
Edward C Osterberg Vice President, General Counsel | OfficerTrustee | 1 | $0 |
Tracy Anne Kaye Vice President, Academia | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $603,330 |
| Investment income | $1,099 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $608,029 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $51,741 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $105,000 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,994 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $2,066 |
| Fees for services: Other | $12,654 |
| Advertising and promotion | $0 |
| Office expenses | $5,375 |
| Information technology | $166,055 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $134,984 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $3,300 |
| All other expenses | $31,232 |
| Total functional expenses | $701,948 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $102,959 |
| Savings and temporary cash investments | $1,965 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $17,775 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $154,350 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $2,765,946 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $3,042,995 |
| Accounts payable and accrued expenses | $7,460 |
| Grants payable | $0 |
| Deferred revenue | $58,892 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $66,352 |
| Net assets without donor restrictions | $2,976,643 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,042,995 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Association For The Advancement Of International Education Princeton, NJ | $1,363,513 | $1,592,465 |
Campaign For Human Rights Inc Brooklyn, NY | $1,333,432 | $1,236,086 |
Usa Branch International Fiscal Association Inc Rochester, NY | $3,042,995 | $608,029 |
European Community Studies Association Inc Pittsburgh, PA | $112,771 | $147,788 |
World Association Of Non-Governmental Organizations Tarrytown, NY | $79,740 | $43,587 |
Long Island Foreign Affairs Forum Inc Mineola, NY | $0 | $0 |
Islands Of Peace Inc New York, NY | $50 | $0 |
Israel Initiative 2020 Inc New York, NY | $565 | $0 |