For the Press

Tax Analysts Receives IRS Exempt Organizations Training Material Following Lawsuit

November 12, 2013

Documents include nearly 3,000 pages of training materials used for EO determinations


FALLS CHURCH, Va. – Tax Analysts, the nonprofit provider of federal, state, and international tax news and analysis, today announced that in response to its Freedom of Information Act lawsuit against the IRS, the Service has released nearly 3,000 pages of training materials used for guidance by the exempt organizations determinations office.

The documents received, most of which date from mid-2012, represent some, but not all, of what Tax Analysts hopes to receive under its FOIA request. The materials specify cases in which applications may require closer scrutiny, including political advocacy cases.

“It is unfortunate that Tax Analysts needed to go to court to get this process started,” said Christopher Bergin, president and publisher of Tax Analysts. “An important mission of Tax Analysts is to promote transparency in tax administration. We will vigorously continue to pursue that mission.”

Tax Analysts requested the documents in May following the controversy surrounding the determinations office’s handling of exemption applications from conservative organizations. The company brought suit against the Service in August, seeking expedited processing of the request. The IRS released roughly 1,000 pages in September, followed by another 1,800 pages in November.

“Our motion for a preliminary injunction is on hold pending the IRS’s continued processing of documents,” said Cornish F. Hitchcock, Tax Analysts’ attorney in the matter. “Although the IRS has indicated that they have produced the bulk of the training documents we’re seeking, we’ve pointed out some items that seem to be missing. The Service has until November 27 to produce all remaining documents or explain to the court why it can’t do so.”

As part of its public education mission, Tax Analysts seeks transparency in tax laws and more dialogue between tax authorities and taxpayers. Through these and other efforts, Tax Analysts seeks to ensure that tax laws are applied fairly and equally to taxpayers across the country.

Read more about the lawsuit and the released documents here.

For more information or to speak with Bergin, please contact Shaima Cardillo at 703-531-4852 or shaima_cardillo@tax.org.