Civic Intelligence

Iowans for Tax Relief Foundation

990EZ • Fiscal year 2014 • EIN 42-1184154

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 01, 2015

Organization ProfileWWW.TAXEDUCATIONFOUNDATION.ORG
PO Box 747Muscatine, IA 52761

(563) 264-8080

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

96th percentile

1.29x

Higher debt load relative to revenue than 96% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

11th percentile

-31%

Higher net margin than 11% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-60%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$100,720

Down $389 (-0.4%) from 2013

Net Assets

Down

$96,479

Down $1,014 (-1.0%) from 2013

Liabilities

Up

$4,241

Up $625 (+17%) from 2013

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin11th percentile

Revenue

Down

$3,291

Down $4,905 (-60%) from 2013

Expenses

Down

$4,305

Down $712 (-14%) from 2013

Net Income

Down

-$1,014

Down $4,193 (-132%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$100,720
Liabilities$4,241
Net Assets$96,479
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$3,291
Expenses$4,305
Net Income-$1,014
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 1, 2015
Return Version
2014v5.0
Gross Receipts
$3,291
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 organization 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.$3,763-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT H SOLTPresident/TreasPT$0--
DAVID DICKEYDirectorPT$0--
DAVID M STANLEYChairmanPT$0--
DEAN KLECKNERHonorary ChairPT$0--
PETER E VOORHEESFin. ChairPT$0--
KIM LEHMANDirectorPT$0--
RICHARD R PHILLIPSVP/SecretaryPT$0--
DR DONALD P RACHETERVice ChairmanPT$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
Robert H Solt
Title
President
Signed
2015-10-01
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

Other Expenses.1002

“Office Expenses $1219”

Other Expenses.1003

“Information Technology $64”

Other Expenses.1005

“Travel $684”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $3616 Accounts Payable and Accrued Expenses - Ending $4241”

Raw XML Appendix163 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIM LEHMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01967
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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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 ORGANIZATION IS NON-PARTISAN AND DOES NOT SUPPORT OR OPPOSE ANY CANDIDATE OR POLITICAL PARTY.
IRS990EZ/PrintingPublicationsPostageAmt01338
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03763
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Payable and Accrued Expenses - Beginning $3616 Accounts Payable and Accrued Expenses - Ending $4241
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1001
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT H SOLT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAX EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TAXE
ReturnHeader/Filer/EIN0421184154
ReturnHeader/Filer/PhoneNum05632648080
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 747
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OSKALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0525772823
ReturnHeader/PreparerPersonGrp/PhoneNum06416722523
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Darcee M Ayers CPA
ReturnHeader/ReturnTs02015-10-01T12:54:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,720
Liabilities
$4,241
Net assets
$96,479
Revenue
$3,291
Expenses
$4,305
Net income
-$1,014
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
2014Detailed filing. Detailed filing data is available for this year.$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