2025-11-12T09:54:39+00:00 2024-12-31 350921680 Crowe LLP 5810 Tennyson Parkway Suite 450 Plano TX 750244112 990 2024-01-01 741807666 Texas Taxpayers and Research Association TEXA 5124728838 400 W 15th Street 1405 Austin TX 787011658 Jennifer Rabb President 5124728838 2025-11-12 true Amy Bellanca P01572961 2147775200 2025-11-12 2024 2025-03-06 01:10:19Z Jennifer Rabb 400 W 15th Street 1405 Austin TX 787011658 2355150 false X www.ttara.org X 1974 TX To promote a sound and equitable revenue and expenditure program through principles of fiscal responsibility applicable to the State of Texas. The Association is dedicated to sound fiscal policy by serving as an active representative in legal, legislative, and regulatory areas on behalf of its members. 66 66 8 66 0 1705713 2073314 278494 210159 69499 49789 -11274 -23691 2042432 2309571 0 0 0 1637142 1684873 0 0 0 769960 690277 2407102 2375150 -364670 -65579 2725353 1780155 1919960 976771 805393 803384 The purposes for which the Corporation is organized are to support sound economic, fiscal and public policy in Texas, to develop a sound and equitable revenue and expenditure program for the State of Texas, to communicate that program to the public, and to support its effective presentation to the Legislature and the Executive and Administrative Departments of this State. Recognizing that various trade associations and businesses are involved in numerous issues before the Legislative and Executive Branches, the Corporation will limit its involvement in governmental matters only to those related to taxes and spending at the State budget level, to the end that the Corporation will represent the broad views of Texans believing in fiscal responsibility and economy in government and will not represent the interests of any one industry group, association, or profession. false false 1938834 0 218925 Communicate with membership regarding fiscal issues in state government. Total membership served is about 200 businesses and individuals. 10381 0 0 Communicate with state legislature regarding members' views on fiscal issues in state government. Total membership served is about 200 businesses and individuals. 1949215 false false false false true false false false false false true false false true true true true false false false false false false false true false false false false true false false false false false false false false false false false false false false false true true false false false true 3 0 true 8 true false false false false true true false false false X 66 66 false false false false true true false true true false false false true true true true false true true true false false X Jennifer Rabb 5124728838 400 W 15th Street Suite 1405 Austin TX 78701 Aimee marroquin BOARD MEMBER 1.0 0 X 0 0 0 Andrea carter-virtanen BOARD MEMBER 1.0 1.0 X 0 0 0 Becky redman BOARD MEMBER 1.0 0 X 0 0 0 Bernard Hajny BOARD MEMBER 1.0 0 X 0 0 0 billy glunz BOARD MEMBER 1.0 0 X 0 0 0 Brian pannell BOARD MEMBER 1.0 0 X 0 0 0 Bucky Brannen BOARD MEMBER 1.0 0 X 0 0 0 Chris rosas BOARD MEMBER 1.0 0 X 0 0 0 Cory Gruntz Board Member 1.0 0 X 0 0 0 Dana pate Board Member 1.0 0 X 0 0 0 Darlene brugnoli BOARD MEMBER 1.0 0 X 0 0 0 David cagnolatti BOARD MEMBER (until 8/28/24) 1.0 0 X 0 0 0 David Gilliland BOARD MEMBER 1.0 0 X 0 0 0 David ngo BOARD MEMBER 1.0 0 X 0 0 0 David weaver BOARD MEMBER 1.0 0 X 0 0 0 Devin Meischner BOARD MEMBER 1.0 0 X 0 0 0 Devon dixon BOARD MEMBER 1.0 0 X 0 0 0 Doug J Horvath BOARD MEMBER 1.0 0 X 0 0 0 G Brint Ryan Board Member 1.0 1.0 X 0 0 0 Galt Graydon BOARD MEMBER 1.0 0 X 0 0 0 Glen A Rosenbaum BOARD MEMBER (until 2/29/24) 1.0 1.0 X 0 0 0 Jack mccain BOARD MEMBER (until 3/15/24) 1.0 0 X 0 0 0 Jason decuir BOARD MEMBER 1.0 0 X 0 0 0 Jessie eisenmenger BOARD MEMBER 1.0 0 X 0 0 0 Jim asay BOARD MEMBER 1.0 0 X 0 0 0 Jim Keffer board member 1.0 0 X 0 0 0 John brusniak jr BOARD MEMBER 1.0 0 X 0 0 0 John H Paraskevas board member 1.0 0 X 0 0 0 John Laborde BOARD MEMBER 1.0 0 X 0 0 0 judith talavera BOARD MEMBER 1.0 0 X 0 0 0 Justin Hyland board member 1.0 0 X 0 0 0 Justin neumann BOARD MEMBER 1.0 0 X 0 0 0 Karen currie BOARD MEMBER 1.0 0 X 0 0 0 Karey barton BOARD MEMBER 1.0 0 X 0 0 0 Kari Gibson BOARD MEMBER 1.0 0 X 0 0 0 katharine mcaden BOARD MEMBER 1.0 0 X 0 0 0 Kerry albright board member 1.0 0 X 0 0 0 Kevin Buffington BOARD MEMBER 1.0 0 X 0 0 0 Kevin J Koch board member 1.0 0 X 0 0 0 khrissy Griffin BOARD MEMBER 1.0 0 X 0 0 0 Lamont Hill board member 1.0 0 X 0 0 0 Leslie Ward board member 1.0 1.0 X 0 0 0 Lorri Michel BOARD MEMBER 1.0 0 X 0 0 0 Lou Hayden BOARD MEMBER 1.0 0 X 0 0 0 lynnae willette BOARD MEMBER 1.0 0 X 0 0 0 marcy Stulce BOARD MEMBER 1.0 0 X 0 0 0 Mark andrews BOARD MEMBER 1.0 0 X 0 0 0 Mark dzeda BOARD MEMBER 1.0 0 X 0 0 0 Martin Loeber BOARD MEMBER 1.0 0 X 0 0 0 Megan mckavanagh BOARD MEMBER (until 8/26/24) 1.0 0 X 0 0 0 Megan S Rooney board member 1.0 0 X 0 0 0 Melanie Hoskins board member 1.0 1.0 X 0 0 0 Melissa Miller board member 1.0 0 X 0 0 0 Michael horne BOARD MEMBER 1.0 0 X 0 0 0 Miguel lopez-vergara BOARD MEMBER 1.0 0 X 0 0 0 Misty Mcgowen BOARD MEMBER 1.0 0 X 0 0 0 Neal richards BOARD MEMBER 1.0 0 X 0 0 0 Neftali Garcia board member 1.0 0 X 0 0 0 Pace McDonald BOARD MEMBER 1.0 0 X 0 0 0 Paul pennington BOARD MEMBER 1.0 0 X 0 0 0 R Eric Donaldson board member (until 8/26/24) 1.0 0 X 0 0 0 Rebecca otterson BOARD MEMBER 1.0 0 X 0 0 0 Renn Neilson BOARD MEMBER 1.0 0 X 0 0 0 Sam Gammage BOARD MEMBER 1.0 0 X 0 0 0 Sano Blocker board member 1.0 0 X 0 0 0 Scott Fischer board member 1.0 1.0 X 0 0 0 scott orr board member 1.0 0 X 0 0 0 Scott steinbring BOARD MEMBER (until 2/5/24) 1.0 0 X 0 0 0 terry Ryan BOARD MEMBER 1.0 0 X 0 0 0 Trisha doucet BOARD MEMBER 1.0 0 X 0 0 0 Tyler Schroeder BOARD MEMBER 1.0 0 X 0 0 0 Virginia Schaefer board member 1.0 0 X 0 0 0 Wade phillips BOARD MEMBER (until 1/9/24) 1.0 0 X 0 0 0 Jennifer Rabb President 40.0 2.0 X 347854 0 78822 Carl walker Senior Analyst 40.0 0 X 228731 0 66516 Helen brantley SENIOR ANALYST 40.0 0 X 143233 0 16782 Ryan ash SENIOR ANALYST 40.0 0 X 125781 0 26541 Sheryl pace SENIOR ANALYST 40.0 0 X 247865 0 28006 1093464 0 216667 5 false true false 0 2003814 69500 2073314 MEETINGS REVENUE 813410 210159 210159 0 0 0 0 210159 49789 49789 0 0 0 0 13122 69500 45579 -32457 -32457 REIMBURSED EXPENSES 900099 8766 8766 0 0 0 0 8766 2309571 218925 0 17332 426678 350205 76473 972170 797928 174242 165111 135518 29593 39210 32182 7028 81704 67060 14644 47069 13128 33941 37686 10511 27175 119155 95473 23682 0 31471 21771 9700 63378 55140 8238 170063 149656 20407 13127 13127 133927 133927 1552 1366 186 5215 4589 626 Research Cost 24297 24297 Credit Loss 17500 17500 Meals & Entertainment 11800 11800 Library Expenses 8737 8737 5300 5300 0 0 2375150 1949215 425935 0 152063 117314 1007880 737888 1388448 55205 0 0 0 0 145528 12173 793 133355 0 0 176169 736393 2725353 1780155 40972 24293 1666500 182598 0 0 212488 769880 1919960 976771 X 805393 803384 805393 803384 2725353 1780155 -65579 63570 0 X false true true false false false false 1890102 29905 0 29905 226812 0 -196907 145528 12173 133355 133355 RIGHT OF USE ASSET 728893 Undeposited Funds 7500 736393 Federal Income Taxes LEASE LIABILITY 769880 769880 X 2355150 0 0 2355150 -45579 -45579 2309571 2420729 45579 45579 2375150 0 0 2375150 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Association has been granted exemption from federal income taxes by the United States Treasury Department under Section 501(c)(4) of the Internal Revenue Code (IRC). However, the Association does not qualify for the charitable contribution deduction under Section 170. Income from certain activities not directly related to the Association's tax-exempt purpose is subject to taxation as unrelated business income. For December 31, 2024 and 2023, the Association did not have any taxable income. Management has evaluated the Association's tax positions and concluded that the Association had taken no uncertain tax positions. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements FUNDRAISING EXPENSES - -45579 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 FUNDRAISING EXPENSES - 45579 Luncheon 63522 55000 8522 25735 207 1171 1530 GOLF TOURNAMENT 19100 14500 4600 512 3813 10812 1050 749 0 82622 69500 13122 512 3813 36547 207 2221 2279 45579 -32457 X X false false false false false false false true false Jennifer Rabb President 325095 0 21500 0 1259 0 32593 0 46229 0 426676 0 0 0 Carl walker Senior Analyst 208220 0 20000 0 511 0 23350 0 43166 0 295247 0 0 0 Sheryl pace SENIOR ANALYST 231733 0 13500 0 2632 0 22902 0 5104 0 275871 0 0 0 Helen brantley SENIOR ANALYST 135000 0 8000 0 233 0 13656 0 3126 0 160015 0 0 0 Ryan ash SENIOR ANALYST 118525 0 7100 0 156 0 12138 0 14403 0 152322 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments BONUSES ARE DETERMINED BY THE COMPENSATION COMMITTEE BASED ON INDIVIDUAL PERFORMANCE AND AVAILABLE BUDGET. Form 990, Part VI, Line 1a Material differences in voting rights The Executive Committee shall act for the Corporation between meetings of the Board and shall also constitute the Budget Committee of the Corporation. The Chair, Immediate Past Chair, Vice Chair(s), Treasurer, and Secretary, are mandatory members of the Executive Committee and shall serve for their term of office. The Board shall select at least six (6) non-mandatory members of the Executive Committee. The non-mandatory members of the Executive Committee shall be members of the Board of Directors, and their term of office shall be for one (1) year or until their successors are elected. The President shall be an ex officio member of the Executive Committee but shall not be entitled to vote. The Executive Committee may appoint other ex officio members of the committee as necessary. The Executive Committee shall meet semi-annually and special meetings may be called by the Chair at any time. Five (5) members of the Executive Committee shall constitute a quorum. Form 990, Part VI, Line 6 Classes of members or stockholders Membership is available to any Texas taxpayer, whether a person, firm, corporation, association, society, foundation or trust upon election by an affirmative vote of majority of the members of the Executive Committee and payment of the membership dues or contributions. Each member shall be entitled to one vote on each matter. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Chairman appoints a nominating committee composed of five members. The nominating committee then submits a slate of proposed candidates for the board. Members of this Corporation shall have the right to vote on candidates for the Board of Directors at the annual meeting and call special meetings of the membership when a demand in writing for such meeting is made by not less than one-tenth of the total membership. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PROVIDED to the Board of Directors before filing. The return is approved by the President before filing. Form 990, Part VI, Line 12c Conflict of interest policy Any director, principal officer, or member of a committee with board delegated powers who has a direct or indirect financial interest (interested persons) are covered by the conflict of interest policy. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, the interested person shall leave the Board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining Board or committee members shall decide if a conflict of interest exists. The Board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Corporation's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination, it shall make its decision as to whether to enter into the transaction or arrangement. Form 990, Part VI, Line 19 Required documents available to the public THE TEXAS TAXPAYERS AND RESEARCH ASSOCIATION WILL PROVIDE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. Form 990, Part XII, Line 2b AUDITED FINANCIAL STATEMENTS At the time of this filing the audit was pending. The information reported herein is based on the books and records of the organization. Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION The compensation of the president and staff of the Association is determined by the Compensation Committee, which is independent of the president and staff. The considerations of the Compensation Committee are documented in a memorandum. The considerations include the organization's performance, the performance of individual, and compensation for comparable positions in the market. TTARA RESEARCH FOUNDATION 400 W 15TH STREET AUSTIN TX 78701 741121267 TO ANALYZE TAX POLICY IN THE STATE OF TEXAS TX 501(c)(3) 10 TEXAS TAXPAYERS AND RESEARCH ASSOCIATION true false false false false false false false false false false false false false true true false false false false