INTERNATIONAL TAX INSTITUTE INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL TAX INSTITUTE INC (EIN 13-6121749)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201331359349201048
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-05-15T09:21:51-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133489260 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEWS & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 MADISON AVENUE 16TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136121749 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL TAX INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INTE | NameControl |
| Phone | 2125133577 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HOLLAND KNIGHT 31 WEST 52ND | AddressLine1 |
| Address Line2 | STREET NO 12 FL | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK STONE | Name |
| Title | PRESIDENT | Title |
| Phone | 2125133577 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN WEINBERG | Name |
| PTIN | P01200980 | PTIN |
| Phone | 2122935100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | WWW.INTERNATIONALTAXINSTITUTE.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 110089 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Program Service Revenue | 79656 | ProgramServiceRevenue |
| Membership Dues | 30375 | MembershipDues |
| Investment Income | 58 | InvestmentIncome |
| Total Revenue | 110089 | TotalRevenue |
| Other Expenses Total | 92152 | OtherExpensesTotal |
| Total Expenses | 92152 | TotalExpenses |
| Excess Or Deficit For Year | 17937 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 43819 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 61756 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43819 | BOY |
| EOY | 61756 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43819 | BOY |
| EOY | 61756 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43819 | BOY |
| EOY | 61756 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO PROVIDE CONTINUING LEGAL EDUCATION SERVICES. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | LUNCHEONS FOR MEMBERS, GUESTS, SEMINARS, TAX EDUCATION, CONTINUING LEGAL EDUCATION PROVIDER. | DescriptionProgramServiceAccom |
| Grants And Allocations | 0 | GrantsAndAllocations |
| Program Service Expenses | 87257 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 87257 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| KIMBERLY BLANCHARD ESQ | ||||
| DIRECTOR | 0.00 | 0 | 0 | 0 |
| PETER H BLESSING ESQ | ||||
| DIRECTOR | 0.00 | 0 | 0 | 0 |
| PAUL M BODNER ESQ | ||||
| DIRECTOR | 0.00 | 0 | 0 | 0 |
| STUART CHESSMAN | ||||
| DIRECTOR | 0.00 | 0 | 0 | 0 |
| CHARLES W COPE | ||||
| DIRECTOR | 0.00 | 0 | 0 | 0 |
| HANS DE GROOT | ||||
| DIRECTOR | 0.00 | 0 | 0 | 0 |
| ALAN O DIXLER | ||||
| DIRECTOR | 0.00 | 0 | 0 | 0 |
| JAMES P FULLER ESQ | ||||
| DIRECTOR | 0.00 | 0 | 0 | 0 |
| WILLIAM H GREEN | ||||
| DIRECTOR | 0.00 | 0 | 0 | 0 |
| DAVID R HARDY ESQ | ||||
| DIRECTOR | 0.00 | 0 | 0 | 0 |
| KENNETH H KRAL | ||||
| DIRECTOR | 0.00 | 0 | 0 | 0 |
| JOHN LUTZ | ||||
| DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO MARK STONE HOLLAND & KNIGHT LLP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 WEST 52ND STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2125133577 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15400 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18905 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26835 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30375 | CurrentTaxYear |
| Total | 104305 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 48614 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48295 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 49510 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 80838 | CurrentTaxYearMinus1Year |
| Current Tax Year | 79656 | CurrentTaxYear |
| Total | 306913 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 61404 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 63695 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 68415 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 107673 | CurrentTaxYearMinus1Year |
| Current Tax Year | 110031 | CurrentTaxYear |
| Total | 411218 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 411218 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 440 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 197 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 63 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 48 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58 | CurrentTaxYear |
| Total | 806 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 440 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 197 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 63 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 48 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58 | CurrentTaxYear |
| Total | 806 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 61844 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 63892 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 68478 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 107721 | CurrentTaxYearMinus1Year |
| Current Tax Year | 110089 | CurrentTaxYear |
| Total | 412024 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99800 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99730 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00200 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00270 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | INTEREST 58.. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: SEMINAR EXPENSES. AMOUNT: 83,268. DESCRIPTION: BANK AND CREDIT CARD CHARGES. AMOUNT: 1,618. DESCRIPTION: FILING FEES. AMOUNT: 258. DESCRIPTION: WEBSITE . AMOUNT: 479. DESCRIPTION: MEETING EXPENSE. AMOUNT: 2,351. DESCRIPTION: MISCELLANEOUS. AMOUNT: 189. DESCRIPTION: SPEAKERS EXPENSES. AMOUNT: 3,989. TOTAL TO FORM 990-EZ, LINE 16: 92,152. |
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. | Declaration |
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