Civic Intelligence

Taxpayer Education Foundation

EIN 36-3955081 • 501(c)3 • Chicago, IL

Profile

Research effects of government taxes, spending and policies

205 West RandolphChicago, IL 60606

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

56th percentile

4.9%

Higher net margin than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

87th percentile

$6,136

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

27th percentile

-26%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$4,220

Up $3,076 (+269%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$4,220

Up $3,076 (+269%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Up

$62,606

Up $28,369 (+83%) from 2020

Expenses

Up

$59,530

Up $18,825 (+46%) from 2020

Net Income

Up

$3,076

Up $9,544 (+148%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0Assets 2018: $13,349Net Assets 2018: $13,3492018Assets 2019: $7,612Net Assets 2019: $7,6122019Assets 2020: $1,144Net Assets 2020: $1,1442020Assets 2021: $4,220Net Assets 2021: $4,2202021

Highlighted filing

2021

Assets$4,220
Liabilities-
Net Assets$4,220
Open 2021 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2018: $47,648Expenses 2018: $43,377Net Income 2018: $4,2712018Revenue 2019: $38,100Expenses 2019: $43,837Net Income 2019: -$5,7372019Revenue 2020: $34,237Expenses 2020: $40,705Net Income 2020: -$6,4682020Revenue 2021: $62,606Expenses 2021: $59,530Net Income 2021: $3,0762021

Highlighted filing

2021

Revenue$62,606
Expenses$59,530
Net Income$3,076
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,220
Liabilities
-
Net assets
$4,220
Revenue
$62,606
Expenses
$59,530
Net income
$3,076
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$4.22$4.22$62.6$59.5$3.08
2020Detailed filing. Detailed filing data is available for this year.$1.14$1.14$34.2$40.7$6.47
2019Detailed filing. Detailed filing data is available for this year.$7.61$7.61$38.1$43.8$5.74
2018Detailed filing. Detailed filing data is available for this year.$13.3$13.3$47.6$43.4$4.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 31, 2022
Return Version
2021v4.1
Gross Receipts
$62,606
Mission and Program Overview

Mission

Research effects of government taxes, spending and policies

Program Services

DescriptionGrantsExpenses
Research effects of government taxes, spending and policies$0$59,530
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James TobinPresident/Board MemberPT$11,500-$11,500
Val ZimnickiBoard Member-$4,495-$4,495
Carol WestphalTreasurer/Board Member-$250-$250
Robert HurkaBoard Member-$0--
Rae Ann McNeillyBoard Member-$0--
Elizabeth TobinBoard Member-$0--
Martin HareBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Taxpayer Education Foundation
EIN
36-3955081
Phone
3124270087
Address
205 West Randolph, Chicago, IL 60606

Signing Officer

Name
Carol Westphal
Title
Treasurer
Phone
3124270087
Signed
2022-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Hilton & Chapman Limited
Address
3315 HOLLIS CIRCLE, NAPERVILLE, IL 60564
Preparer
Barbara Chapman
Phone
6302586793
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Donation; Charitable; Free Equal: 733 Main Street, Cambria, CA, ; None, 1000.”

Form 990EZ, Part I, Line 16

“Travel, Public Relations, Media 8710.”

Raw XML Appendix186 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James Tobin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Carol Westphal
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Robert Hurka
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08710
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059530
IRS990EZ/TotalProgramServiceExpensesAmt059530
IRS990EZ/TotalRevenueAmt062606
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt062606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034270
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt038249
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt039660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0222433
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct01.00000
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IRS990ScheduleA/PublicSupportTotal170Amt0222433
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt062606
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0222433
IRS990ScheduleA/TotalSupportAmt0222433
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Donation; Charitable; Free Equal: 733 Main Street, Cambria, CA, ; None, 1000.
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-31
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ReturnHeader/Filer/EIN0363955081
ReturnHeader/Filer/PhoneNum03124270087
ReturnHeader/Filer/USAddress/AddressLine1Txt0205 West Randolph
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060606
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03315 HOLLIS CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
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ReturnHeader/PreparerPersonGrp/PhoneNum06302586793
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Chapman
ReturnHeader/ReturnTs02022-09-01T13:37:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Carol
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Westphal
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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