INTERNATIONAL TAX INSTITUTE INC: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL TAX INSTITUTE INC (EIN 13-6121749)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201411349349201146
Schema version
2013v3.0
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)
Return2014-05-14T10:04:07-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133489260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MATTHEWS & CO LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1270 MADISON AVENUE 16TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10016ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136121749EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL TAX INSTITUTE INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone2125133577PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O L POLLACK KPMG LLP 345 PARKAddressLine1
Address Line2AVENUE NO 36 FLAddressLine2
CityNEW YORKCity
StateNYState
ZIP Code10154ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAWRENCE POLLACKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2125133577PhoneNum
Signature2014-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARTIN WEINBERGPreparerPersonNm
PTINP01200980PTIN
Phone2122935100PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

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$123,585GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Program Service Revenue$86,331ProgramServiceRevenueAmt
Membership Dues$37,200MembershipDuesAmt
Investment Income$54InvestmentIncomeAmt
Total Revenue$123,585TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$2,600FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$98,986OtherExpensesTotalAmt
Total Expenses$101,586TotalExpensesAmt
Excess Or Deficit For Year$21,999ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$61,756NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$83,755NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$61,756BOYAmt
EOY$83,755EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$61,756BOYAmt
EOY$83,755EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$61,756BOYAmt
EOY$83,755EOYAmt
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$91,620ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$91,620TotalProgramServiceExpensesAmt
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
PRESIDENT & DIRECTOR40.00$0$0$0
KIMBERLY BLANCHARD ESQ
VICE PRESIDENT & DIRECTOR0.00$0$0$0
ALAN O DIXLER
VICE PRESIDENT - SECRETARY0.00$0$0$0
COLLEEN O'NEILL
VICE PRESIDENT - TREASURER0.00$0$0$0
PETER H BLESSING ESQ
DIRECTOR0.00$0$0$0
PAUL M BODNER ESQ
DIRECTOR0.00$0$0$0
STUART CHESSMAN
DIRECTOR0.00$0$0$0
CHARLES W COPE
DIRECTOR0.00$0$0$0
HANS DE GROOT
DIRECTOR0.00$0$0$0
JAMES P FULLER ESQ
DIRECTOR0.00$0$0$0
DAVID R HARDY ESQ
DIRECTOR0.00$0$0$0
KENNETH H KRAL
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 Line1CO LAWRENCE POLLACK KPMG LLPBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1345 PARK AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10154ZIPCode
FieldValueIRS element (for citing)
Phone2128726840PhoneNum
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$15,400CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,905CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,835CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,375CurrentTaxYearMinus1YearAmt
Current Tax Year$37,200CurrentTaxYearAmt
Total$128,715TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,295CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,510CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$80,838CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,656CurrentTaxYearMinus1YearAmt
Current Tax Year$86,331CurrentTaxYearAmt
Total$344,630TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,695CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,415CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$107,673CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$110,031CurrentTaxYearMinus1YearAmt
Current Tax Year$123,531CurrentTaxYearAmt
Total$473,345TotalAmt

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$473,345PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$197CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58CurrentTaxYearMinus1YearAmt
Current Tax Year$55CurrentTaxYearAmt
Total$421TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$197CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$58CurrentTaxYearMinus1YearAmt
Current Tax Year$55CurrentTaxYearAmt
Total$421TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,892CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,478CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$107,721CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$110,089CurrentTaxYearMinus1YearAmt
Current Tax Year$123,586CurrentTaxYearAmt
Total$473,766TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99910PublicSupportCY509Pct
Public Support PY5090.99800PublicSupportPY509Pct
Investment Income CY0.00090InvestmentIncomeCYPct
Investment Income PY0.00200InvestmentIncomePYPct
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: 90,149. DESCRIPTION: BANK AND CREDIT CARD CHARGES. AMOUNT: 1,744. DESCRIPTION: FILING FEES. AMOUNT: 260. DESCRIPTION: WEBSITE. AMOUNT: 220. DESCRIPTION: MEETING EXPENSE. AMOUNT: 4,861. DESCRIPTION: MISCELLANEOUS. AMOUNT: 281. DESCRIPTION: SPEAKERS EXPENSES. AMOUNT: 1,471. TOTAL TO FORM 990-EZ, LINE 16: 98,986.

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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