Civic Intelligence

Edgewater Tax Institute Inc

EIN 45-4156121 • 501(c)3 • Columbus, OH

Profile

To provide tax and accounting service

1015 E Broad St Ste 106Columbus, OH 43205

webtaxpro.com

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • 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

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

Asset Growth

44th percentile

-6.4%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$262

Down $18 (-6.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$262

Down $18 (-6.4%) from 2020

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$18

Down $51 (-74%) from 2020

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $3,873Liabilities 2012: $02012Assets 2013: $3,201Liabilities 2013: $02013Assets 2014: $1,078Liabilities 2014: $0Net Assets 2014: $1,0782014Assets 2015: $850Liabilities 2015: $02015Assets 2016: $670Liabilities 2016: $0Net Assets 2016: $6702016Assets 2017: $670Liabilities 2017: $02017Assets 2018: $490Liabilities 2018: $0Net Assets 2018: $4902018Assets 2019: $349Liabilities 2019: $0Net Assets 2019: $3492019Assets 2020: $280Liabilities 2020: $0Net Assets 2020: $2802020Assets 2021: $262Liabilities 2021: $0Net Assets 2021: $2622021

Highlighted filing

2021

Assets$262
Liabilities$0
Net Assets$262
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10KRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $29,725Expenses 2012: $25,852Net Income 2012: $3,8732012Revenue 2013: $323Expenses 2013: $995Net Income 2013: -$6722013Expenses 2014: $1,8772014Revenue 2015: $171Expenses 2015: $399Net Income 2015: -$2282015Expenses 2016: $1802016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Expenses 2018: $1802018Expenses 2019: $1432019Expenses 2020: $692020Expenses 2021: $182021

Highlighted filing

2021

Revenue-
Expenses$18
Net Income-
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$262
Liabilities
$0
Net assets
$262
Revenue
-
Expenses
$18
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$0.18
2017Summary only. Only limited summary data is available for this year.$0.67$0.00$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.18
2015Summary only. Only limited summary data is available for this year.$0.85$0.00$0.17$0.40$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.88
2013Summary only. Only limited summary data is available for this year.$3.20$0.00$0.32$1.00$0.67
2012Summary only. Only limited summary data is available for this year.$3.87$0.00$29.7$25.9$3.87
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 17, 2022
Return Version
2021v4.2
Gross Receipts
$0
Mission and Program Overview

Mission

To provide tax and accounting service

Program Services

DescriptionGrantsExpenses
PROVIDED CONTINUING EDUCATION TO SEVERAL TAX PREPARATION FIRMS AND THEIR PREPARERS-$18
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BURTON KOSSPresidentdirector-$0--
KATERINA BRENNANSecretary-$0--
CRISTINE M DUDLEYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Edgewater Tax Institute Inc
EIN
45-4156121
Address
1015 E BROAD ST STE 106, COLUMBUS, OH 43205

Signing Officer

Name
Cristine M Dudley Ea
Title
Treasurer
Phone
6148957500
Signed
2022-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Cortes & Baker Tax Services
Address
1015 E BROAD ST, COLUMBUS, OH 43205
Preparer
Cristine Dudley
Phone
6148957500
Raw XML Appendix114 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/PersonNm0CRISTINE M DUDLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum06148957500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01015 E BROAD ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043205
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0280
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0262
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0280
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0262
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0280
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0262
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0280
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0262
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BURTON KOSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATERINA BRENNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CRISTINE M DUDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENTDIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE TAX AND ACCOUNTING SERVICE
IRS990EZ/PrintingPublicationsPostageAmt018
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED CONTINUING EDUCATION TO SEVERAL TAX PREPARATION FIRMS AND THEIR PREPARERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018
IRS990EZ/TotalProgramServiceExpensesAmt018
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WEBTAXPRO.COM
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CRISTINE M DUDLEY EA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06148957500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDGEWATER TAX INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0EDGE
ReturnHeader/Filer/EIN0454156121
ReturnHeader/Filer/USAddress/AddressLine1Txt01015 E BROAD ST STE 106
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260445510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CORTES & BAKER TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01015 E BROAD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043205
ReturnHeader/PreparerPersonGrp/PhoneNum06148957500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRISTINE DUDLEY
ReturnHeader/ReturnTs02022-10-17T19:07:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CRISTINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUDLEY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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