INTERNATIONAL TAX INSTITUTE INC: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL TAX INSTITUTE INC (EIN 13-6121749)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2013-09-19
- IRS object ID
- 201342629349200309
- Schema version
- 2011v1.5
- 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 | 2013-09-19T10:27:03-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320066998 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMILTON & MACAVERY CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 EAST 42ND STREET SUITE 1301 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 MSTONE HOLLAND KNIGHT LLP31 W | AddressLine1 |
| Address Line2 | 52 ST NO 12 FLR | 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 | 2013-09-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J TERENCE MACAVERY | Name |
| PTIN | P01264202 | PTIN |
| Phone | 2122935545 | Phone |
| Date Prepared | 2013-01-25 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 107721 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Program Service Revenue | 80838 | ProgramServiceRevenue |
| Membership Dues | 26835 | MembershipDues |
| Investment Income | 48 | InvestmentIncome |
| Total Revenue | 107721 | TotalRevenue |
| Other Expenses Total | 83952 | OtherExpensesTotal |
| Total Expenses | 83952 | TotalExpenses |
| Excess Or Deficit For Year | 23769 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 20050 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 43819 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20050 | BOY |
| EOY | 43819 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20050 | BOY |
| EOY | 43819 | 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 | 20050 | BOY |
| EOY | 43819 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | CONTINUING LEGAL EDUCATION PROVIDER. | 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 | 80838 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 80838 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MARK STONE | ||||||||
| C/O HOLLAND KNIGHT LLP 31 W 52 ST | NEW YORK | NY | 10018 | PRES. & DIRECTOR | 0.00 | 0 | 0 | 0 |
| LAWRENCE A POLLACK | ||||||||
| C/O HOLLAND KNIGHT LLP 31 W 52 ST | NEW YORK | NY | 10018 | V.P. & DIRECTOR | 0.00 | 0 | 0 | 0 |
| ALAN O DIXLER | ||||||||
| C/O HOLLAND KNIGHT LLP 31 W 52 ST | NEW YORK | NY | 10018 | SEC. & DIRECTOR | 0.00 | 0 | 0 | 0 |
| WILLIAM H GREEN | ||||||||
| C/O HOLLAND KNIGHT LLP 31 W 52 ST | NEW YORK | NY | 10018 | TREAS. & DIRECTOR | 0.00 | 0 | 0 | 0 |
| KIMBERLY S BLANCHARD | ||||||||
| C/O HOLLAND KNIGHT LLP 31 W 52 ST | NEW YORK | NY | 10018 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| PETER H BLESSING | ||||||||
| C/O HOLLAND KNIGHT LLP 31 W 52 ST | NEW YORK | NY | 10018 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| PAUL M BODNER | ||||||||
| C/O HOLLAND KNIGHT LLP 31 W 52 ST | NEW YORK | NY | 10018 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| STUART CHESSMAN | ||||||||
| C/O HOLLAND KNIGHT LLP 31 W 52 ST | NEW YORK | NY | 10018 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| CHARLES W COPE | ||||||||
| C/O HOLLAND KNIGHT LLP 31 W 52 ST | NEW YORK | NY | 10018 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| HAND DE GROOT | ||||||||
| C/O HOLLAND KNIGHT LLP 31 W 52 ST | NEW YORK | NY | 10018 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| JAMES P FULLER | ||||||||
| C/O HOLLAND KNIGHT LLP 31 W 52 ST | NEW YORK | NY | 10018 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| DAVID HARDY | ||||||||
| C/O HOLLAND KNIGHT LLP 31 W 52 ST | NEW YORK | NY | 10018 | 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 | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HOLLAND KNIGHT LLP 31 W 52 ST | 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 | 11650 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12790 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15400 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18905 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26835 | CurrentTaxYear |
| Total | 85580 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24125 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48614 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48295 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49510 | CurrentTaxYearMinus1Year |
| Current Tax Year | 80838 | CurrentTaxYear |
| Total | 251382 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35775 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 61404 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 63695 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 68415 | CurrentTaxYearMinus1Year |
| Current Tax Year | 107673 | CurrentTaxYear |
| Total | 336962 | 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 | 336962 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 158 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 440 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 197 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48 | CurrentTaxYear |
| Total | 906 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 158 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 440 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 197 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48 | CurrentTaxYear |
| Total | 906 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35933 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 61844 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 63892 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 68478 | CurrentTaxYearMinus1Year |
| Current Tax Year | 107721 | CurrentTaxYear |
| Total | 337868 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99730 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99620 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00270 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00380 | 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 | CITIBANK 48.. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: HOTEL CHARGES- GRAND HYATT, NEW YORK & SPEAKER REIMBURSEMENT. AMOUNT: 81,556. DESCRIPTION: BANK & CREDIT CARD FEES. AMOUNT: 1,387. DESCRIPTION: CORPORATE SERVICES & STATE FILING FEE. AMOUNT: 190. DESCRIPTION: WEBSITE. AMOUNT: 43. DESCRIPTION: SUPPLIES. AMOUNT: 200. DESCRIPTION: MISCELLANEOUS. AMOUNT: 576. TOTAL TO FORM 990-EZ, LINE 16: 83,952. |
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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