Lois Lerner’s role as Director of the Exempt Organizations (EO) unit at the IRS came under intense scrutiny starting in 2011, following allegations that the IRS was unfairly targeting conservative groups applying for tax-exempt status. This period marks a crucial point in understanding the controversies surrounding Lois Lerner and the IRS. While the broader narrative extends beyond 2011, focusing on that year provides a valuable snapshot of the unfolding events.
In 2011, the controversy began to gain traction as reports emerged that the IRS was singling out groups with names containing terms like “Tea Party” or “Patriot” for heightened scrutiny. These organizations, many seeking 501(c)(4) status (social welfare organizations), claimed the IRS was delaying their applications, demanding excessive information, and subjecting them to politically motivated questioning.
Lois Lerner, as the head of the EO division, was responsible for overseeing the processing of these applications. While the IRS maintained the screening was intended to identify groups engaging primarily in political activities (which would disqualify them for 501(c)(4) status), critics argued that the criteria used were biased and infringed on the groups’ First Amendment rights. The IRS’s own internal audit (Treasury Inspector General for Tax Administration – TIGTA) would later confirm some of these criticisms.
Specifically regarding 2011, complaints escalated throughout the year. Conservative groups became increasingly vocal about their experiences, alleging unfair treatment and politically motivated harassment. This led to heightened media attention and congressional inquiries. Although initial IRS responses attempted to downplay the significance of the issue, pressure mounted as more groups came forward and details of the IRS’s screening processes became public.
Crucially, while the full scope of the controversy wouldn’t be revealed until later, 2011 established the foundation for the subsequent investigations and political fallout. The core accusations of politically motivated targeting were already being levied, and Lois Lerner’s position at the center of the IRS’s EO division placed her squarely in the spotlight. The seeds of doubt and distrust in the IRS were sown, setting the stage for future congressional hearings and ultimately, Lerner’s resignation in 2013.
It’s important to note that the narrative surrounding Lois Lerner and the IRS is complex and heavily politicized. Supporters of Lerner have argued that the screening processes, while perhaps flawed, were not intentionally biased and were aimed at enforcing existing tax laws. They point to instances of liberal-leaning groups also receiving scrutiny, though the number and intensity of these cases remain a point of contention. The investigation into the matter also faced accusations of political bias, depending on the source. Nevertheless, 2011 represents a pivotal year where the allegations of IRS targeting gained significant momentum and put Lois Lerner’s actions under intense public and political scrutiny.