INTERNATIONAL TAX INSTITUTE INC: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL TAX INSTITUTE INC (EIN 13-6121749)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202123169349205812
Schema version
2020v4.1
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

FieldValueIRS element (for citing)
Return2021-11-12T17:51:10-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133489260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MATTHEWS & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1270 MADISON AVENUE 16TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136121749EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL TAX INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone2129038757PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1757 3RD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL J MILLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2129038757PhoneNum
Signature2021-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastMILLERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARTIN WEINBERGPreparerPersonNm
PTINP01200980PTIN
Phone2122935100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.INTERNATIONALTAXINSTITUTE.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$69,751GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Program Service Revenue$34,307ProgramServiceRevenueAmt
Membership Dues$35,390MembershipDuesAmt
Investment Income$54InvestmentIncomeAmt
Total Revenue$69,751TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$36,362FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$47,288OtherExpensesTotalAmt
Total Expenses$83,650TotalExpensesAmt
Excess Or Deficit For Year-$13,899ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$94,470NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$80,571NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$94,470BOYAmt
EOY$80,571EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$94,470BOYAmt
EOY$80,571EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$94,470BOYAmt
EOY$80,571EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE CONTINUING LEGAL EDUCATION SERVICES.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomLUNCHEONS FOR MEMBERS, GUESTS, SEMINARS, TAX EDUCATION, CONTINUING LEGAL EDUCATION PROVIDER.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$42,136ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$42,136TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAWRENCE A POLLACK
DIRECTOR0.00$0$0$0
KIMBERLY BLANCHARD ESQ
DIRECTOR0.00$0$0$0
COLLEEN O'NEILL
DIRECTOR0.00$0$0$0
PETER H BLESSING ESQ
DIRECTOR0.00$0$0$0
STUART CHESSMAN
DIRECTOR0.00$0$0$0
CHARLES W COPE
VICE PRESIDENT / DIRECTOR0.00$0$0$0
HANS DE GROOT
DIRECTOR0.00$0$0$0
DAVID R HARDY ESQ
DIRECTOR0.00$0$0$0
JOHN LUTZ
DIRECTOR0.00$0$0$0
MICHAEL MILLER
PRESIDENT/DIRECTOR0.00$0$0$0
MARK STONE ESQ
DIRECTOR0.00$0$0$0
EDWARD TANENBAUM ESQ
DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DPC PROFESSIONAL PLANNING INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line175-40 AUSTIN STREET SUITE 1BRAddressLine1Txt
CityFOREST HILLSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11375ZIPCd
FieldValueIRS element (for citing)
Phone6468725608PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,030CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$41,750CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,250CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,950CurrentTaxYearMinus1YearAmt
Current Tax Year$35,390CurrentTaxYearAmt
Total$212,370TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$106,390CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$78,435CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$114,010CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$129,743CurrentTaxYearMinus1YearAmt
Current Tax Year$34,307CurrentTaxYearAmt
Total$462,885TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$151,420CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,185CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$159,260CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$174,693CurrentTaxYearMinus1YearAmt
Current Tax Year$69,697CurrentTaxYearAmt
Total$675,255TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$675,255PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45CurrentTaxYearMinus1YearAmt
Current Tax Year$54CurrentTaxYearAmt
Total$258TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45CurrentTaxYearMinus1YearAmt
Current Tax Year$54CurrentTaxYearAmt
Total$258TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$151,480CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,236CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$159,308CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$174,738CurrentTaxYearMinus1YearAmt
Current Tax Year$69,751CurrentTaxYearAmt
Total$675,513TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99960PublicSupportCY509Pct
Public Support PY5090.99960PublicSupportPY509Pct
Investment Income CY0.00040InvestmentIncomeCYPct
Investment Income PY0.00040InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST. AMOUNT: 54.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: SEMINAR EXPENSES. AMOUNT: 42,136. DESCRIPTION: BANK AND CREDIT CARD CHARGES. AMOUNT: 1,099. DESCRIPTION: FILING FEES. AMOUNT: 248. DESCRIPTION: SPEAKERS EXPENSES. AMOUNT: 424. DESCRIPTION: MEETING. AMOUNT: 2,231. DESCRIPTION: COMPUTER EXPENSES. AMOUNT: 924. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 226. TOTAL TO FORM 990-EZ, LINE 16: 47,288.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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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