Civic Intelligence

Private Wealth & Taxation Institute

EIN 47-3743949 • 501(c)3 • Mineola, NY

Profile

Continued professional education

190 Willis AvenueMineola, NY 11501

none

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

51st percentile

5.7%

Higher net margin than 51% of similar nonprofits.

NTEE B99 • <$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

NTEE B99 • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

35%

Faster asset growth than 78% of similar nonprofits.

NTEE B99 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$6,568

Up $1,691 (+35%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$6,568

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin51st percentile

Revenue

Up

$29,644

Up $29,644 from 2023

Expenses

Up

$27,953

Up $27,468 (+5664%) from 2023

Net Income

Up

$1,691

Up $2,176 (+449%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$20K$15K$10K$5.0K$0Assets 2016: $1,562Liabilities 2016: $02016Assets 2017: $16,029Liabilities 2017: $02017Assets 2018: $778Liabilities 2018: $02018Assets 2019: $433Liabilities 2019: $02019Assets 2020: $5,362Net Assets 2020: $5,3622020Assets 2021: $5,362Liabilities 2021: $02021Assets 2022: $5,362Net Assets 2022: $5,3622022Assets 2023: $4,877Liabilities 2023: $02023Assets 2024: $6,568Net Assets 2024: $6,5682024

Highlighted filing

2024

Assets$6,568
Liabilities-
Net Assets$6,568
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KRevenue 2016: $13,042Expenses 2016: $19,690Net Income 2016: -$6,6482016Revenue 2017: $16,773Expenses 2017: $2,306Net Income 2017: $14,4672017Revenue 2018: $19,565Expenses 2018: $34,816Net Income 2018: -$15,2512018Revenue 2019: $24,130Expenses 2019: $24,475Net Income 2019: -$3452019Revenue 2020: $5,297Expenses 2020: $369Net Income 2020: $4,9282020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $02022Revenue 2023: $0Expenses 2023: $485Net Income 2023: -$4852023Revenue 2024: $29,644Expenses 2024: $27,953Net Income 2024: $1,6912024

Highlighted filing

2024

Revenue$29,644
Expenses$27,953
Net Income$1,691
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,568
Liabilities
-
Net assets
$6,568
Revenue
$29,644
Expenses
$27,953
Net income
$1,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.57$6.57$29.6$28.0$1.69
2023Summary only. Only limited summary data is available for this year.$4.88$0.00$0.00$0.49$0.49
2022Detailed filing. Detailed filing data is available for this year.$5.36$5.36$0.00
2021Summary only. Only limited summary data is available for this year.$5.36$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$5.36$5.36$5.30$0.37$4.93
2019Summary only. Only limited summary data is available for this year.$0.43$0.00$24.1$24.5$0.35
2018Summary only. Only limited summary data is available for this year.$0.78$0.00$19.6$34.8$15.3
2017Summary only. Only limited summary data is available for this year.$16.0$0.00$16.8$2.31$14.5
2016Summary only. Only limited summary data is available for this year.$1.56$0.00$13.0$19.7$6.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$29,644
Mission and Program Overview

Mission

Continued professional education

Program Services

DescriptionGrantsExpenses
Continued professional education-$27,653
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen M BreistoneDirector-$0--
Lewis S MeltzerDirector-$0--
Dawn LaffinDirector-$0--
Filing and Contact Details

Filer

Filer Name
Private Wealth & Taxation Institute
EIN
47-3743949
Phone
5167470300
Address
190 Willis Avenue, Mineola, NY 11501

Signing Officer

Name
Dawn Laffin
Title
Director
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Raphael Goldberg Nikpour & Cohen
Address
97 FROEHLICH FARM BLVD, WOODBURY, NY 11797
Preparer
Mark Goldberg
Phone
5168648600
Supplemental Narrative

Additional Explanations

Other Expenses.1

“SUPPLIES $12971”

Other Expenses.2

“CLE Fees $11650”

Other Expenses.3

“Electronic Platform Expense $3165”

Raw XML Appendix129 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/PersonNm0Meltzer Lippe Goldstein Brei
IRS990EZ/BooksInCareOfDetail/PhoneNum05167470300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0190 Willis Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mineola
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04877
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06568
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029644
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01691
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04877
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06568
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt029644
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04877
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06568
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04877
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06568
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stephen M Breistone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lewis S Meltzer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dawn Laffin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027786
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Continued professional education
IRS990EZ/PrintingPublicationsPostageAmt0167
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Continued professional education
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027653
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt027953
IRS990EZ/TotalProgramServiceExpensesAmt027653
IRS990EZ/TotalRevenueAmt029644
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029644
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029644
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt029644
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029644
IRS990ScheduleA/Total509Grp/TotalAmt029644
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029644
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt029644
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPLIES $12971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLE Fees $11650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Electronic Platform Expense $3165
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dawn Laffin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Private Wealth & Taxation Institute
ReturnHeader/Filer/BusinessNameControlTxt0PRIV
ReturnHeader/Filer/EIN0473743949
ReturnHeader/Filer/PhoneNum05167470300
ReturnHeader/Filer/USAddress/AddressLine1Txt0190 Willis Avenue
ReturnHeader/Filer/USAddress/CityNm0Mineola
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261525737
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAPHAEL GOLDBERG NIKPOUR & COHEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt097 FROEHLICH FARM BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011797
ReturnHeader/PreparerPersonGrp/PhoneNum05168648600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK GOLDBERG
ReturnHeader/ReturnTs02025-05-13T12:26:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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