Civic Intelligence

Tax Education Support Organization

EIN 42-1245565 • 501(c)3 • Muscatine, IA

Profile

Teso's mission is supporting tax education foundation (tef), a irc 501(c) (3) organization, it its work to provide education and research on taxation, government spending and principles of limited government for the benefit of all iowans and americans. Our organization is non-partisan and does not support or oppose any candidate or political party.

Refreshing map…

2610 Park AvenueMuscatine, IA 52761

n/A

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.03x

Higher debt load relative to revenue than 12% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$454,346

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

21st percentile

-2.8%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

64%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$44,721,789

Down $1,269,695 (-2.8%) from 2023

Liabilities

Up

$106,112

Up $98,156 (+1234%) from 2023

Net Assets

Down

$44,615,677

Down $1,367,851 (-3.0%) from 2023

Operations
Liabilities / Revenue12th percentileNet Margin73rd percentile

Revenue

Up

$3,138,543

Up $1,222,431 (+64%) from 2023

Expenses

Up

$2,577,654

Up $220,684 (+9.4%) from 2023

Net Income

Up

$560,889

Up $1,001,747 (+227%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$60M$40M$20M$0Assets 2010: $35,923,016Liabilities 2010: $85,715Net Assets 2010: $35,837,3012010Assets 2011: $31,344,843Liabilities 2011: $19,543Net Assets 2011: $31,325,3002011Assets 2012: $32,489,359Liabilities 2012: $30,331Net Assets 2012: $32,459,0282012Assets 2013: $34,851,405Liabilities 2013: $38,415Net Assets 2013: $34,812,9902013Assets 2014: $35,012,094Liabilities 2014: $9,069Net Assets 2014: $35,003,0252014Assets 2015: $33,460,797Liabilities 2015: $6,224Net Assets 2015: $33,454,5732015Assets 2016: $33,998,764Liabilities 2016: $0Net Assets 2016: $33,998,7642016Assets 2017: $37,082,904Liabilities 2017: $9,561Net Assets 2017: $37,073,3432017Assets 2018: $36,118,641Liabilities 2018: $12,706Net Assets 2018: $36,105,9352018Assets 2019: $41,082,708Liabilities 2019: $41,008Net Assets 2019: $41,041,7002019Assets 2020: $45,972,282Liabilities 2020: $0Net Assets 2020: $45,972,2822020Assets 2021: $50,122,645Liabilities 2021: $18,950Net Assets 2021: $50,103,6952021Assets 2022: $40,260,726Liabilities 2022: $11,140Net Assets 2022: $40,249,5862022Assets 2023: $45,991,484Liabilities 2023: $7,956Net Assets 2023: $45,983,5282023Assets 2024: $44,721,789Liabilities 2024: $106,112Net Assets 2024: $44,615,6772024

Highlighted filing

2024

Assets$44,721,789
Liabilities$106,112
Net Assets$44,615,677
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2010: $4,740,474Expenses 2010: $1,710,932Net Income 2010: $3,029,5422010Revenue 2011: -$474,946Expenses 2011: $1,550,800Net Income 2011: -$2,025,7462011Expenses 2012: $1,072,9622012Revenue 2013: $1,430,571Expenses 2013: $1,328,209Net Income 2013: $102,3622013Revenue 2014: $566,574Expenses 2014: $1,429,349Net Income 2014: -$862,7752014Revenue 2015: $1,796,745Expenses 2015: $1,350,654Net Income 2015: $446,0912015Revenue 2016: $868,452Expenses 2016: $1,228,931Net Income 2016: -$360,4792016Revenue 2017: $1,315,505Expenses 2017: $1,282,541Net Income 2017: $32,9642017Revenue 2018: $3,025,820Expenses 2018: $1,627,797Net Income 2018: $1,398,0232018Revenue 2019: $3,769,437Expenses 2019: $1,880,069Net Income 2019: $1,889,3682019Revenue 2020: $2,078,981Expenses 2020: $1,878,534Net Income 2020: $200,4472020Revenue 2021: $3,841,089Expenses 2021: $2,112,221Net Income 2021: $1,728,8682021Revenue 2022: $2,081,225Expenses 2022: $2,193,209Net Income 2022: -$111,9842022Revenue 2023: $1,916,112Expenses 2023: $2,356,970Net Income 2023: -$440,8582023Revenue 2024: $3,138,543Expenses 2024: $2,577,654Net Income 2024: $560,8892024

Highlighted filing

2024

Revenue$3,138,543
Expenses$2,577,654
Net Income$560,889
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$44,721,789
Liabilities
$106,112
Net assets
$44,615,677
Revenue
$3,138,543
Expenses
$2,577,654
Net income
$560,889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.7$0.11$44.6$3.14$2.58$0.56
2023Summary only. Only limited summary data is available for this year.$46.0$0.01$46.0$1.92$2.36$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.3$0.01$40.2$2.08$2.19$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.1$0.02$50.1$3.84$2.11$1.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.0$0.00$46.0$2.08$1.88$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.1$0.04$41.0$3.77$1.88$1.89
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.1$0.01$36.1$3.03$1.63$1.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.1$0.01$37.1$1.32$1.28$0.03
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.0$0.00$34.0$0.87$1.23$0.36
2015Detailed filing. Detailed filing data is available for this year.$33.5$0.01$33.5$1.80$1.35$0.45
2014Detailed filing. Detailed filing data is available for this year.$35.0$0.01$35.0$0.57$1.43$0.86
2013Detailed filing. Detailed filing data is available for this year.$34.9$0.04$34.8$1.43$1.33$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.5$0.03$32.5$1.07
2011Summary only. Only limited summary data is available for this year.$31.3$0.02$31.3$0.47$1.55$2.03
2010Summary only. Only limited summary data is available for this year.$35.9$0.09$35.8$4.74$1.71$3.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$14,588,345
Mission and Program Overview

Mission

Our mission is to support the activities of the tax education foundation (tef) iowa, an irc 501(c)(3) organization. Tef's mission is to educate the general public about the tax and spending practices of state and local government in iowa. They also compile research on fiscal topics and provide state by state comparative data.tef distributes this research through publications, social media, speaking engagements, and our website.

Our only activity and purpose is to support the iowans for tax relief foundation (itrf).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$34,425,914$31,315,907▼ $3,110,007
Land, Buildings, and Equipment, Net$5,285,961$7,679,820▲ $2,393,859
Savings and Temporary Cash Investments$5,060,858$4,560,532▼ $500,326
Investments Other Securities$1,053,335$989,981▼ $63,354
Cash and Non-Interest-Bearing Accounts$127,055$129,700▲ $2,645
Accounts Receivable$30,763$26,246▼ $4,517
Prepaid Expenses and Deferred Charges$541$9,844▲ $9,303
Total Assets$45,991,484$44,721,789▼ $1,269,695
Other Assets Total$7,057$9,759▲ $2,702
Liabilities
Accounts Payable and Accrued Expenses$7,956$106,112▲ $98,156
Total Liabilities$7,956$106,112▲ $98,156
Net Assets / Fund Balance
Net Assets With Donor Restrictions$40,668,225$39,815,662▼ $852,563
Net Assets Without Donor Restrictions$5,315,303$4,800,015▼ $515,288
Total Net Assets Fund Balance$45,983,528$44,615,677▼ $1,367,851
Total Liabilities and Net Assets / Fund Balance$45,991,484$44,721,789▼ $1,269,695

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,569,188$182,768$2,751,956
Land$4,891,418--
Leasehold Improvements$219,214$120,808-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$40,668,225-▲ $1,131,214$1,983,777$39,815,662
2023$36,115,199-▲ $6,493,651$1,940,625$40,668,225
2022$45,145,098$21,020▼ $7,194,867$1,856,052$36,115,199
2021$41,126,186-▲ $5,678,957$1,660,045$45,145,098
2020$35,850,984-▲ $6,055,803$780,601$41,126,186
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert H SoltPresidentFT$433,408$20,938$454,346
Richard R PhillipsEmployeePT$264,776$20,290$285,066
Christopher S IngstadVP, Secretary, TreasurerPT$214,103$21,827$235,930
Christopher W NicholsEmployeeFT$145,870$20,614$166,484
Christopher HagenowGeneral CounselPT$75,965$10,417$86,382
Daniel G SteeleEmployeePT$76,270$9,398$85,668

Board Members and Trustees

NameTitle
Peter E VoorheesChairman
Bryan OhgeVice Chairman
Charles EspyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$100
Program Service Revenue
$0
Investment Income
$3,005,761
Other Revenue
$132,682
All Other Contributions
$100
Change in Net Assets
$560,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,985,693
Other Expenses$591,961
Total Fundraising Expense$223,542
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$902,324$53,078$106,156$1,061,558
Current Officers, Directors, Trustees, and Key Employees$586,735$34,514$69,028$690,277
Fees for Services Other$205,088--$205,088
Payroll Taxes$87,091$5,123$10,247$102,461
Occupancy$72,976$4,054$4,054$81,084
Pension Plan Contributions$56,530$3,325$6,651$66,506
Other Employee Benefits$55,157$3,245$6,489$64,891
Depreciation Depletion$54,208$3,189$6,377$63,774
Office Expenses$47,687$1,938$4,554$54,179
Fees for Services Accounting-$43,984-$43,984
Information Technology$36,192$2,129$4,258$42,579
Fees for Services Legal$25,943$1,526$3,052$30,521
Insurance-$26,184-$26,184
Travel$22,547$252$2,533$25,332
Conferences and Meetings$16,938$143$143$17,224
Advertising$2,012--$2,012
Total Functional Expenses$2,171,428$182,684$223,542$2,577,654
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy is provided to all board of directors for their review before filing.”

Form 990, Part VI, Section B, Line 12C

“Our conflict of interest policy includes our organization and all our related organizations. Officers, directors, and employees are required to make disclosure of conflicts of interest. When the board of directors considers a transaction or proposed transaction, each director who has or may have a conflict of interest is required to disclose it promptly to the board if not already disclosed. A director who has a conflict of interest does not vote on any board action regarding this transaction.”

Form 990, Part VI, Section B, Line 15

“An annual compensation schedule for all employees of our related organizations are reviewed together with comparability information and is approved by our personnel and compensation committee, which serves these organizations. This committee consists of two independent directors who receive no compensation from any of our organizations, and one interested director. All payroll is processed through this organization as common paymaster, and is reimbursed by iowans for tax relief, a related organization, for its share of payroll and employment costs.”

Form 990, Part VI, Section C, Line 19

“Our governing documents, conflict of interest policy, and financial statements are not generally available to the public. We may make them available in specific situations when we believe this is consistent with our mission.”

Filing and Contact Details

Filer

Filer Name
Tax Education Support Organization
EIN
42-1245565
Phone
5632648080
Address
2610 PARK AVENUE, MUSCATINE, IA 52761

Signing Officer

Name
Robert Solt
Title
President
Phone
5632648080
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Solt
Formed
1984
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
3
Employees
14
Volunteers
3

Preparer

Firm
Creative Planning Tax LLC
Address
100 E PARK AVE STE 300, WATERLOO, IA 50703
Preparer
Michelle M Hekel
Phone
3192346885
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“This endowment fund is our organization's permanent fund for national and state tax education for the purpose of providing income for our support of iowans for tax relief foundation and its program services. Each year, an amount equal to 5% of the rolling 12 quarters average of the market value of the permanent fund may be transferred from the permanent fund to our unrestricted fund and is available for program services.”

Raw XML AppendixShowing 400 of 644 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt07956
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0106112
IRS990/AccountsReceivableGrp/BOYAmt030763
IRS990/AccountsReceivableGrp/EOYAmt026246
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OUR ONLY ACTIVITY AND PURPOSE IS TO SUPPORT THE IOWANS FOR TAX RELIEF FOUNDATION (ITRF).
IRS990/AdvertisingGrp/ProgramServicesAmt02012
IRS990/AdvertisingGrp/TotalAmt02012
IRS990/AllOtherContributionsAmt0100
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0KAREN BROOKHART
IRS990/BooksInCareOfDetail/PhoneNum05632883578
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02610 PARK AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MUSCATINE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd052761
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0127055
IRS990/CashNonInterestBearingGrp/EOYAmt0129700
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt069028
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt034514
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0586735
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0690277
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt0143
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0143
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt016938
IRS990/ConferencesMeetingsGrp/TotalAmt017224
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0100
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03005761
IRS990/CYOtherExpensesAmt0591961
IRS990/CYOtherRevenueAmt0132682
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0560889
IRS990/CYSalariesCompEmpBnftPaidAmt01985693
IRS990/CYTotalExpensesAmt02577654
IRS990/CYTotalFundraisingExpenseAmt0223542
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03138543
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt06377
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03189
IRS990/DepreciationDepletionGrp/ProgramServicesAmt054208
IRS990/DepreciationDepletionGrp/TotalAmt063774
IRS990/Desc0SUPPORT IOWANS FOR TAX RELIEF FOUNDATION BY PROVIDING STAFF, SERVICES, EQUIPMENT, DATA PROCESSING, WEBSITE, EDUCATIONAL MEETINGS, PRINTING, POSTAGE, AND OTHER ASSISTANCE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt040668225
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt039815662
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt014
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02171428
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt043984
IRS990/FeesForServicesAccountingGrp/TotalAmt043984
IRS990/FeesForServicesLegalGrp/FundraisingAmt03052
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01526
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt025943
IRS990/FeesForServicesLegalGrp/TotalAmt030521
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0205088
IRS990/FeesForServicesOtherGrp/TotalAmt0205088
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt822.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt518.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt720.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt818.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt020938
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt121827
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt820884
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT H SOLT
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRISTOPHER S INGSTAD
IRS990/Form990PartVIISectionAGrp/PersonNm2PETER E VOORHEES
IRS990/Form990PartVIISectionAGrp/PersonNm3BRYAN OHGE
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARLES ESPY
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRISTOPHER HAGENOW
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRISTOPHER W NICHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm7RICHARD R PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm8DANIEL G STEELE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0433408
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1214103
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt575965
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7264776
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt876270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt592846
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt893219
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP, SECRETARY, TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5GENERAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLOYEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt06553
IRS990/GainOrLossGrp/SecuritiesAmt01776529
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt023400
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013155000
IRS990/GrossReceiptsAmt014588345
IRS990/GrossRentsGrp/RealAmt0184463
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04258
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02129
IRS990/InformationTechnologyGrp/ProgramServicesAmt036192
IRS990/InformationTechnologyGrp/TotalAmt042579
IRS990/InsuranceGrp/ManagementAndGeneralAmt026184
IRS990/InsuranceGrp/TotalAmt026184
IRS990/InvestmentIncomeGrp/ExclusionAmt01222679
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01222679
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01053335
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0989981
IRS990/InvestmentsPubTradedSecGrp/BOYAmt034425914
IRS990/InvestmentsPubTradedSecGrp/EOYAmt031315907
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0303576
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05285961
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07679820
IRS990/LandBldgEquipCostOrOtherBssAmt07983396
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt016847
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011378471
IRS990/LessRentalExpensesGrp/RealAmt054484
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR MISSION IS TO SUPPORT THE ACTIVITIES OF THE IOWANS FOR TAX RELIEF FOUNDATION (ITR FOUNDATION), AN IRC 501(C)(3) ORGANIZATION. ITR FOUNDATION'S MISSION IS TO EDUCATE THE GENERAL PUBLIC ABOUT THE TAX AND SPENDING PRACTICES OF STATE AND LOCAL GOVERNMENT IN IOWA. THEY ALSO COMPILE RESEARCH ON FISCAL TOPICS AND PROVIDE STATE BY STATE COMPARATIVE DATA.ITR FOUNDATION DISTRIBUTES THIS RESEARCH THROUGH PUBLICATIONS, SOCIAL MEDIA, SPEAKING ENGAGEMENTS, AND OUR WEBSITE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt045983528
IRS990/NetAssetsOrFundBalancesEOYAmt044615677
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01776529
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt06553
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01783082
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0129979
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0129979
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01623259
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05315303
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04800015
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04054
IRS990/OccupancyGrp/ManagementAndGeneralAmt04054
IRS990/OccupancyGrp/ProgramServicesAmt072976
IRS990/OccupancyGrp/TotalAmt081084
IRS990/OfficeExpensesGrp/FundraisingAmt04554
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01938
IRS990/OfficeExpensesGrp/ProgramServicesAmt047687
IRS990/OfficeExpensesGrp/TotalAmt054179
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07057
IRS990/OtherAssetsTotalGrp/EOYAmt09759
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06489
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03245
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt055157
IRS990/OtherEmployeeBenefitsGrp/TotalAmt064891
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02703
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02703
IRS990/OtherRevenueTotalAmt02703
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0106156
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt053078
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0902324
IRS990/OtherSalariesAndWagesGrp/TotalAmt01061558
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010247
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05123
IRS990/PayrollTaxesGrp/ProgramServicesAmt087091
IRS990/PayrollTaxesGrp/TotalAmt0102461
IRS990/PensionPlanContributionsGrp/FundraisingAmt06651
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03325
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt056530
IRS990/PensionPlanContributionsGrp/TotalAmt066506
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0541
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09844
IRS990/PrincipalOfficerNm0ROBERT SOLT
IRS990/PriorPeriodAdjustmentsAmt0-3551999
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01886485
IRS990/PYOtherExpensesAmt0419267
IRS990/PYOtherRevenueAmt029627
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-440858
IRS990/PYSalariesCompEmpBnftPaidAmt01937703
IRS990/PYTotalExpensesAmt02356970
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01916112
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0560889
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0129979
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt09256
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05060858
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04560532
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt02171428
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0421184154
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt02171428
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0IOWANS FOR TAX RELIEF FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt040668225
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt039815662
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01131214
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01983777
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt036115199
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt040668225
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06493651
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01940625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt045145098
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt021020
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt036115199
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-7194867
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01856052
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt041126186
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt045145098
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05678957
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01660045
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt035850984
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt041126186
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06055803
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0780601
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02569188
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0182768
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02751956
IRS990ScheduleD/LandGrp/BookValueAmt04891418
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt04891418
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0219214
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0120808
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0340022
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THIS ENDOWMENT FUND IS OUR ORGANIZATION'S PERMANENT FUND FOR NATIONAL AND STATE TAX EDUCATION FOR THE PURPOSE OF PROVIDING INCOME FOR OUR SUPPORT OF IOWANS FOR TAX RELIEF FOUNDATION AND ITS PROGRAM SERVICES. EACH YEAR, AN AMOUNT EQUAL TO 5% OF THE ROLLING 12 QUARTERS AVERAGE OF THE MARKET VALUE OF THE PERMANENT FUND MAY BE TRANSFERRED FROM THE PERMANENT FUND TO OUR UNRESTRICTED FUND AND IS AVAILABLE FOR PROGRAM SERVICES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07679820
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0433408
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1264776
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2214103
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt375965
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt476270
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5145870
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50

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