Civic Intelligence

Tax Education Foundation

EIN 42-1184154 • 501(c)3 • Muscatine, IA

Profile

To provide education and research on taxation, government spending and principles of limited government for the benefit of all iowans and all americans. Our organization is non-partisan and does not support or oppose any candidate or political party.

PO Box 747Muscatine, IA 52761

www.taxeducationfoundation.org

Siviq Scores

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

Liabilities / Assets

80th percentile

0.12x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

0.34x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

16th percentile

-41%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-4.4%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-57%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$456,989

Down $20,854 (-4.4%) from 2023

Liabilities

Up

$54,984

Up $46,120 (+520%) from 2023

Net Assets

Down

$402,005

Down $66,974 (-14%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin16th percentile

Revenue

Down

$164,128

Down $214,453 (-57%) from 2023

Expenses

Up

$231,102

Up $97,132 (+73%) from 2023

Net Income

Down

-$66,974

Down $311,585 (-127%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0Assets 2010: $90,598Liabilities 2010: $9,438Net Assets 2010: $81,1602010Assets 2011: $104,456Liabilities 2011: $11,912Net Assets 2011: $92,5442011Assets 2012: $100,311Liabilities 2012: $5,997Net Assets 2012: $94,3142012Assets 2013: $101,109Liabilities 2013: $3,616Net Assets 2013: $97,4932013Assets 2014: $100,720Liabilities 2014: $4,241Net Assets 2014: $96,4792014Assets 2015: $97,904Liabilities 2015: $3,269Net Assets 2015: $94,6352015Assets 2016: $97,995Net Assets 2016: $97,9952016Assets 2022: $225,896Liabilities 2022: $1,528Net Assets 2022: $224,3682022Assets 2023: $477,843Liabilities 2023: $8,864Net Assets 2023: $468,9792023Assets 2024: $456,989Liabilities 2024: $54,984Net Assets 2024: $402,0052024

Highlighted filing

2024

Assets$456,989
Liabilities$54,984
Net Assets$402,005
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$400K$200K$0-$200KRevenue 2010: $19,992Expenses 2010: $9,837Net Income 2010: $10,1552010Revenue 2011: $13,345Expenses 2011: $12,311Net Income 2011: $1,0342011Revenue 2012: $7,767Expenses 2012: $5,997Net Income 2012: $1,7702012Revenue 2013: $8,196Expenses 2013: $5,017Net Income 2013: $3,1792013Revenue 2014: $3,291Expenses 2014: $4,305Net Income 2014: -$1,0142014Revenue 2015: $2,465Expenses 2015: $4,309Net Income 2015: -$1,8442015Revenue 2016: $7,363Expenses 2016: $4,003Net Income 2016: $3,3602016Revenue 2022: $62,123Expenses 2022: $23,015Net Income 2022: $39,1082022Revenue 2023: $378,581Expenses 2023: $133,970Net Income 2023: $244,6112023Revenue 2024: $164,128Expenses 2024: $231,102Net Income 2024: -$66,9742024

Highlighted filing

2024

Revenue$164,128
Expenses$231,102
Net Income-$66,974
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$456,989
Liabilities
$54,984
Net assets
$402,005
Revenue
$164,128
Expenses
$231,102
Net income
-$66,974
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.57$0.55$4.02$1.64$2.31$0.67
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.09$4.69$3.79$1.34$2.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.02$2.24$0.62$0.23$0.39
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.07$0.04$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.03$0.95$0.02$0.04$0.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.04$0.96$0.03$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.01$0.04$0.97$0.08$0.05$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.06$0.94$0.08$0.06$0.02
2011Summary only. Only limited summary data is available for this year.$1.04$0.12$0.93$0.13$0.12$0.01
2010Summary only. Only limited summary data is available for this year.$0.91$0.09$0.81$0.20$0.10$0.10
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Gross Receipts
$7,363
Mission and Program Overview

Mission

To conduct, provide, sponsor, and contribute to education and research on facts, methods, and principles of taxation, government spending, and limited government.

To provide education and research on taxation, government spending and principles of limited government for the benefit of all iowans and all americans. Our organizations is non-partisan and does not support or oppose any candidate or political party.

Program Services

DescriptionGrantsExpenses
PROVIDED EDUCATION AND RESEARCH ON TAXATION, GOVERNMENT SPENDING AND PRINCIPLES OF LIMITED GOVERNMENT FOR THE BENEFIT OF ALL IOWANS AND ALL AMERICANS.-$2,644
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT H SOLTChairman-$0--
CHRISTOPHER S INGSTADPresident-$0--
RICHARD R PHILLIPSVP/Sec/Treas-$0--
PETER E VOORHEESFinance Chai-$0--
DR DONALD P RACHETERVice Chairma-$0--
Filing and Contact Details

Filer

Filer Name
Tax Education Foundation
EIN
42-1184154
Phone
5632648080
Address
PO BOX 747, MUSCATINE, IA 52761

Signing Officer

Name
Christopher S Ingstad
Title
President
Phone
5632883581
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Td&t Cpas and Advisors Pc
Address
317 HIGH AVE E, OSKALOOSA, IA 52577-2823
Preparer
Darcee M Ayers CPA
Phone
6416722523
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office exp. 2,139 travel 814 total 2,953”

Form 990-ez, Part II, Line 24

“Accounts receivable 695 0 total 695 0”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 3,269 0”

Form 990-ez, Part III

“To provide education and research on taxation, government spending and principles of limited government for the benefit of all iowans and all americans. Our organizations is non-partisan and does not support or oppose any candidate or political party.”

Raw XML Appendix149 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PEGGY CHERRIER
IRS990EZ/BooksInCareOfDetail/PhoneNum05632648080
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02610 PARK AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MUSCATINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052761
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097209
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt097995
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07330
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03360
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01050
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097904
IRS990EZ/Form990TotalAssetsGrp/EOYAmt097995
IRS990EZ/GrossReceiptsAmt07363
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt033
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt094635
IRS990EZ/NetAssetsOrFundBalancesEOYAmt097995
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt094635
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt097995
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT H SOLT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTOPHER S INGSTAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD R PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PETER E VOORHEES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DR DONALD P RACHETER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP/SEC/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCE CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE CHAIRMA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0695
IRS990EZ/OtherExpensesTotalAmt02953
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATION AND RESEARCH ON TAXATION, GOVERNMENT SPENDING AND PRINCIPLES OF LIMITED GOVERNMENT FOR THE BENEFIT OF ALL IOWANS AND ALL AMERICANS. OUR ORGANIZATIONS IS NON-PARTISAN AND DOES NOT SUPPORT OR OPPOSE ANY CANDIDATE OR POLITICAL PARTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED EDUCATION AND RESEARCH ON TAXATION, GOVERNMENT SPENDING AND PRINCIPLES OF LIMITED GOVERNMENT FOR THE BENEFIT OF ALL IOWANS AND ALL AMERICANS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02644
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03269
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04003
IRS990EZ/TotalProgramServiceExpensesAmt02644
IRS990EZ/TotalRevenueAmt07363
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TAXEDUCATIONFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05170
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020740
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt041
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0422
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0768
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01299
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.36050
IRS990ScheduleA/PublicSupportPY170Pct00.42220
IRS990ScheduleA/PublicSupportTotal170Amt07945
IRS990ScheduleA/SubstantialContributorsTotAmt012795
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07330
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02430
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02560
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05170
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020740
IRS990ScheduleA/TotalSupportAmt022039
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXP. 2,139 TRAVEL 814 TOTAL 2,953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 695 0 TOTAL 695 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,269 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE EDUCATION AND RESEARCH ON TAXATION, GOVERNMENT SPENDING AND PRINCIPLES OF LIMITED GOVERNMENT FOR THE BENEFIT OF ALL IOWANS AND ALL AMERICANS. OUR ORGANIZATIONS IS NON-PARTISAN AND DOES NOT SUPPORT OR OPPOSE ANY CANDIDATE OR POLITICAL PARTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER S INGSTAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05632883581
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAX EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TAXE
ReturnHeader/Filer/EIN0421184154
ReturnHeader/Filer/PhoneNum05632648080
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 747
ReturnHeader/Filer/USAddress/CityNm0MUSCATINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052761
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F8E8C302B45B67843F13B8EA9C208F1DCF85C19A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08358B415C9969E7EB69D761FD5976213C214F4BE
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421029744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TD&T CPAS AND ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0317 HIGH AVE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OSKALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0525772823
ReturnHeader/PreparerPersonGrp/PhoneNum06416722523
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARCEE M AYERS CPA
ReturnHeader/ReturnTs02017-05-12T10:18:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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No mirrored PDF or thumbnail assets are attached yet.