INTERNATIONAL TAX INSTITUTE INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL TAX INSTITUTE INC (EIN 13-6121749)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349209850
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T16:43:32-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133489260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEWS & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 MADISON AVENUE 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136121749 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL TAX INSTITUTE INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O AMANDA NUSSBAUM | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 2125967094 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PROSKAUER ROSE LLP 11 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMANDA H NUSSBAUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125967094 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN WEINBERG | PreparerPersonNm |
| PTIN | P01200980 | PTIN |
| Phone | 2122935100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.INTERNATIONALTAXINSTITUTE.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $37,810 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $5,050 | ProgramServiceRevenueAmt |
| Membership Dues | $32,760 | MembershipDuesAmt |
| Total Revenue | $37,810 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $37,712 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $1,270 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $15,360 | OtherExpensesTotalAmt |
| Total Expenses | $54,342 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$16,532 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $68,534 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $52,002 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,749 | BOYAmt |
| EOY | $51,737 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $6,378 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,749 | BOYAmt |
| EOY | $58,115 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,215 | BOYAmt |
| EOY | $6,113 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,534 | BOYAmt |
| EOY | $52,002 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE SEMINARS FOR MEMBERS AND NONMEMBERS FOR TAX UPDATES AND CONTINUING LEGAL EDUCATION. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO PROVIDE SEMINARS FOR MEMBERS AND NONMEMBERS FOR TAX UPDATES AND CONTINUING LEGAL EDUCATION. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $51,497 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $51,497 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| LAWRENCE A POLLACK | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| KIMBERLY BLANCHARD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| COLLEEN O'NEILL | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER H BLESSING | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| STUART CHESSMAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLES W COPE | ||||
| VP / DIRECTOR | 4.00 | $0 | $0 | $0 |
| DAVID R HARDY | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN T LUTZ | ||||
| TREASURER / DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL J MILLER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK STONE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| EDWARD TANENBAUM | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| NINEE DEWAR | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DPC PROFESSIONAL PLANNING INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75-40 AUSTIN STREET SUITE 1BR | AddressLine1Txt |
| City | FOREST HILLS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11375 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6468725608 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,390 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,325 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,855 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,760 | CurrentTaxYearAmt |
| Total | $193,280 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $129,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,307 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,880 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,050 | CurrentTaxYearAmt |
| Total | $178,430 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $174,693 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,697 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,205 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,810 | CurrentTaxYearAmt |
| Total | $371,710 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $371,710 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4 | CurrentTaxYearMinus1YearAmt |
| Total | $148 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4 | CurrentTaxYearMinus1YearAmt |
| Total | $148 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $140 | CurrentTaxYearMinus1YearAmt |
| Total | $140 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $174,738 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,449 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,810 | CurrentTaxYearAmt |
| Total | $371,998 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99920 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99930 | PublicSupportPY509Pct |
| Investment Income CY | 0.00040 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00040 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 14 | DESCRIPTION: DEPRECIATION. AMOUNT: 1,270. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: FILING FEES. AMOUNT: 235. DESCRIPTION: WEBSITE EXPENSES. AMOUNT: 7,940. DESCRIPTION: DUE AND SUBSCRIPTION. AMOUNT: 2,612. DESCRIPTION: GENERAL & ADMINISTRATIVE EXPENSES. AMOUNT: 4,573. TOTAL TO FORM 990-EZ, LINE 16: 15,360. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: DUE TO OTHER. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 28. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,350. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 1,215. END OF YEAR AMOUNT: 6,113. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |
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