Civic Intelligence

Policy and Taxation Group Inc

EIN 46-3253100 • 501(c)4 • Washington, DC

Profile

Organized and operated to educate the public about estate, gift and generation-skipping transfer taxes and to advocate for the elimination of those taxes through lobbying activities.

712 H St NE 1091Washington, DC 20002

n/A

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

38th percentile

1.9%

Higher net margin than 38% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$190,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Asset Growth

59th percentile

7.0%

Faster asset growth than 59% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$185,551

Down $150,418 (-45%) from 2022

Liabilities

Down

$705

Down $1,360 (-66%) from 2022

Net Assets

Down

$184,846

Down $149,058 (-45%) from 2022

Operations
Liabilities / Revenue32nd percentileNet Margin38th percentile

Revenue

Up

$1,044,534

Up $309,940 (+42%) from 2022

Expenses

Up

$1,024,855

Up $74,669 (+7.9%) from 2022

Net Income

Up

$19,679

Up $235,271 (+109%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$600K$400K$200K$0Assets 2015: $31,368Liabilities 2015: $0Net Assets 2015: $31,3682015Assets 2016: $73,442Liabilities 2016: $0Net Assets 2016: $73,4422016Assets 2017: $294,235Liabilities 2017: $54Net Assets 2017: $294,1812017Assets 2018: $274,545Liabilities 2018: $44Net Assets 2018: $274,5012018Assets 2019: $392,537Liabilities 2019: $1,272Net Assets 2019: $391,2652019Assets 2020: $570,929Liabilities 2020: $473Net Assets 2020: $570,4562020Assets 2021: $550,670Liabilities 2021: $1,174Net Assets 2021: $549,4962021Assets 2022: $335,969Liabilities 2022: $2,065Net Assets 2022: $333,9042022Assets 2024: $185,551Liabilities 2024: $705Net Assets 2024: $184,8462024

Highlighted filing

2024

Assets$185,551
Liabilities$705
Net Assets$184,846
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $933,504Expenses 2015: $1,011,446Net Income 2015: -$77,9422015Revenue 2016: $937,715Expenses 2016: $836,846Net Income 2016: $100,8692016Revenue 2017: $1,416,153Expenses 2017: $1,194,210Net Income 2017: $221,9432017Revenue 2018: $738,711Expenses 2018: $758,391Net Income 2018: -$19,6802018Revenue 2019: $842,817Expenses 2019: $726,053Net Income 2019: $116,7642019Revenue 2020: $635,780Expenses 2020: $456,589Net Income 2020: $179,1912020Revenue 2021: $759,370Expenses 2021: $780,330Net Income 2021: -$20,9602021Revenue 2022: $734,594Expenses 2022: $950,186Net Income 2022: -$215,5922022Revenue 2024: $1,044,534Expenses 2024: $1,024,855Net Income 2024: $19,6792024

Highlighted filing

2024

Revenue$1,044,534
Expenses$1,024,855
Net Income$19,679
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$185,551
Liabilities
$705
Net assets
$184,846
Revenue
$1,044,534
Expenses
$1,024,855
Net income
$19,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$0.19$0.00$0.18$1.04$1.02$0.02
2022Summary only. Only limited summary data is available for this year.$0.34$0.00$0.33$0.73$0.95$0.22
2021Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.76$0.78$0.02
2020Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.64$0.46$0.18
2019Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$0.84$0.73$0.12
2018Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$0.74$0.76$0.02
2017Summary only. Only limited summary data is available for this year.$0.29$0.00$0.29$1.42$1.19$0.22
2016Summary only. Only limited summary data is available for this year.$0.07$0.00$0.07$0.94$0.84$0.10
2015Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$0.93$1.01$0.08
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
$1,044,534
Mission and Program Overview

Mission

Organized and operated to educate the public about estate, gift and generation-skipping transfer taxes and to advocate for the elimination of those taxes through lobbying activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$173,374$185,551▲ $12,177
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$173,374$185,551▲ $12,177
Liabilities
Other Liabilities$8,207$705▼ $7,502
Total Liabilities$8,207$705▼ $7,502
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$165,167$184,846▲ $19,679
Total Net Assets Fund Balance$165,167$184,846▲ $19,679
Total Liabilities and Net Assets / Fund Balance$173,374$185,551▲ $12,177

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$681$681
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia M SoldanoPresident & DirectorPT$175,000$15,000$190,000

Board Members and Trustees

NameTitle
Alan HirschfieldDirector
Angela SimmonsDirector
Coy MartinDirector
Ernest a PomerleauDirector
Jeff MichaelDirector
Kip R PetersonDirector
Sherry BovinoDirector
Steve ElsberryDirector
Charles D FoxOfficer

Highest Paid Contractors

ContractorServicesLocationCompensation
Brownstein Hyatt Farber Schreck LLPLegal410 17TH STREET 22ND FLOOR, Denver, CO 80202$245,000
Squire Patton BoggsLegal2550 M STREET NW, Washington, DC 20037$232,500
Patricia M SoldanoManagementPO BOX 17693, Anaheim, CA 92817$190,000
Revenue and Support

Revenue Composition

Contributions and Grants
$1,044,500
Program Service Revenue
$0
Investment Income
$34
Other Revenue
$0
All Other Contributions
$1,044,500
Change in Net Assets
$19,679
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$834,855
Salaries, Compensation, and Employee Benefits$190,000
Total Fundraising Expense$129,113
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$477,500--$477,500
Fees for Services Other$175,480$14,295$53,550$243,325
Current Officers, Directors, Trustees, and Key Employees$63,334$63,333$63,333$190,000
Fees for Services Accounting-$43,071-$43,071
Travel$12,229-$12,230$24,459
Conferences and Meetings$19,123--$19,123
Information Technology-$14,592-$14,592
Insurance-$4,216-$4,216
Office Expenses-$3,344-$3,344
Other Expenses$1,700$25-$25
Total Functional Expenses$751,366$144,376$129,113$1,024,855
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$705
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Line 6 explanation - the corporation has 10 directors that are the corporation's members.”

Form 990, Part VI, Section A, Line 7A

“Line 7a explanation - the members of the corporation are authorized and directed to take actions as may be necessary or advisable to carry out the purposes of the corporation.”

Form 990, Part VI, Section A, Line 7B

“Line 7b explanation - the directors of the corporation are also the members of the corporation and are authorized and directed to take actions as may be necessary or advisable to carry out the purposes of the corporation.”

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

“Line 11b explanation - copy of form 990 provided to governing body for review before filed.”

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

“No director or officer may be present for a vote by the board of directors on any decision or action by the corporation which would directly or indirectly benefit such director or officer. The board of directors shall not approve any transaction to which the corporation would be a party and in which a director or officer of the corporation has a material financial interest unless approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Policy and Taxation Group Inc
EIN
46-3253100
Phone
7143573140
Address
712 H ST NE 1091, WASHINGTON, DC 20002

Signing Officer

Name
Patricia M Soldano
Title
Director
Phone
7143573140
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia M Soldano
Formed
2013
Legal Domicile
De
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Bpm Llp
Address
300 SPECTRUM CENTER DRIVE SUITE 400, IRVINE, CA 92618-4989
Preparer
Elizabeth a Dodson
Phone
7145583236
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional services: program service expenses 121,930. Management and general expenses 2,650. Fundraising expenses 0. Total expenses 124,580. Business development: program service expenses 41,905. Management and general expenses 0. Fundraising expenses 41,905. Total expenses 83,810. Website maintenance: program service expenses 11,645. Management and general expenses 11,645. Fundraising expenses 11,645. Total expenses 34,935.”

Raw XML Appendix399 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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IRS990/OtherExpensesGrp/ProgramServicesAmt11700
IRS990/OtherExpensesGrp/TotalAmt02000
IRS990/OtherExpensesGrp/TotalAmt11700
IRS990/OtherExpensesGrp/TotalAmt21500
IRS990/OtherExpensesGrp/TotalAmt325
IRS990/OtherLiabilitiesGrp/BOYAmt08207
IRS990/OtherLiabilitiesGrp/EOYAmt0705
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATRICIA M SOLDANO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0906500
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0253
IRS990/PYOtherExpensesAmt0895490
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-168737
IRS990/PYSalariesCompEmpBnftPaidAmt0180000
IRS990/PYTotalExpensesAmt01075490
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0906753
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt019679
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0681
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0681
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0705
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0705
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0175000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount015000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PATRICIA M SOLDANO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0190000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 6 EXPLANATION - THE CORPORATION HAS 10 DIRECTORS THAT ARE THE CORPORATION'S MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 7A EXPLANATION - THE MEMBERS OF THE CORPORATION ARE AUTHORIZED AND DIRECTED TO TAKE ACTIONS AS MAY BE NECESSARY OR ADVISABLE TO CARRY OUT THE PURPOSES OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 7B EXPLANATION - THE DIRECTORS OF THE CORPORATION ARE ALSO THE MEMBERS OF THE CORPORATION AND ARE AUTHORIZED AND DIRECTED TO TAKE ACTIONS AS MAY BE NECESSARY OR ADVISABLE TO CARRY OUT THE PURPOSES OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 11B EXPLANATION - COPY OF FORM 990 PROVIDED TO GOVERNING BODY FOR REVIEW BEFORE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DIRECTOR OR OFFICER MAY BE PRESENT FOR A VOTE BY THE BOARD OF DIRECTORS ON ANY DECISION OR ACTION BY THE CORPORATION WHICH WOULD DIRECTLY OR INDIRECTLY BENEFIT SUCH DIRECTOR OR OFFICER. THE BOARD OF DIRECTORS SHALL NOT APPROVE ANY TRANSACTION TO WHICH THE CORPORATION WOULD BE A PARTY AND IN WHICH A DIRECTOR OR OFFICER OF THE CORPORATION HAS A MATERIAL FINANCIAL INTEREST UNLESS APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 121,930. MANAGEMENT AND GENERAL EXPENSES 2,650. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 124,580. BUSINESS DEVELOPMENT: PROGRAM SERVICE EXPENSES 41,905. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 41,905. TOTAL EXPENSES 83,810. WEBSITE MAINTENANCE: PROGRAM SERVICE EXPENSES 11,645. MANAGEMENT AND GENERAL EXPENSES 11,645. FUNDRAISING EXPENSES 11,645. TOTAL EXPENSES 34,935.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0173374
IRS990/TotalAssetsEOYAmt0185551
IRS990/TotalAssetsGrp/BOYAmt0173374
IRS990/TotalAssetsGrp/EOYAmt0185551
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt01044500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0129113
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0144376
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0751366
IRS990/TotalFunctionalExpensesGrp/TotalAmt01024855
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08207
IRS990/TotalLiabilitiesEOYAmt0705
IRS990/TotalLiabilitiesGrp/BOYAmt08207
IRS990/TotalLiabilitiesGrp/EOYAmt0705
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0165167
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0184846
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0751366
IRS990/TotalReportableCompFromOrgAmt0190000
IRS990/TotalRevenueGrp/ExclusionAmt034
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01044534
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0173374
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0185551
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt012230
IRS990/TravelGrp/ProgramServicesAmt012229
IRS990/TravelGrp/TotalAmt024459
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 17693
IRS990/USAddress/CityNm0ANAHEIM
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092817
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA M SOLDANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07143573140
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POLICY AND TAXATION GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0POLI
ReturnHeader/Filer/EIN0463253100
ReturnHeader/Filer/PhoneNum07143573140
ReturnHeader/Filer/USAddress/AddressLine1Txt0712 H ST NE 1091
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020002
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814234542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BPM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 SPECTRUM CENTER DRIVE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926184989
ReturnHeader/PreparerPersonGrp/PhoneNum07145583236
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH A DODSON
ReturnHeader/ReturnTs02025-05-15T11:24:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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