Civic Intelligence

Pacific Tax Policy Institute

EIN 47-5003408 • 501(c)3 • Capitola, CA

Profile

Tax education conference and programs

2121 41st Avenue Suite 301Capitola, CA 95010

pacifictaxpolicyinstitute.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 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

42nd percentile

-1.0%

Higher net margin than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$35,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

-2.3%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

-5.8%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$77,008

Down $12,485 (-14%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$77,008

Down $12,485 (-14%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin42nd percentile

Revenue

Up

$177,200

Up $116,625 (+193%) from 2021

Expenses

Up

$189,685

Up $45,422 (+31%) from 2021

Net Income

Up

-$12,485

Up $71,203 (+85%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$100K$50K$0Assets 2021: $89,493Net Assets 2021: $89,4932021Assets 2022: $77,008Net Assets 2022: $77,0082022

Highlighted filing

2022

Assets$77,008
Liabilities-
Net Assets$77,008
Open 2022 Filing

Operations Trend

Revenue Growth46th percentile

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

$200K$100K$0-$100KRevenue 2021: $60,575Expenses 2021: $144,263Net Income 2021: -$83,6882021Revenue 2022: $177,200Expenses 2022: $189,685Net Income 2022: -$12,4852022

Highlighted filing

2022

Revenue$177,200
Expenses$189,685
Net Income-$12,485
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,008
Liabilities
-
Net assets
$77,008
Revenue
$177,200
Expenses
$189,685
Net income
-$12,485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.77$0.77$1.77$1.90$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.61$1.44$0.84
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Gross Receipts
$177,200
Mission and Program Overview

Mission

Tax education conference and programs

Program Services

DescriptionGrantsExpenses
PLANNING AND EXECUTION ANNUAL PACIFIC RIM TAX CONFERENCE FOR IN PERSON CONFERENCE AND BEGAN PLANNING FOR NEXT YEAR ANNUAL CONFERENCE-$189,685
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEWART KARLINSKYExecutive DiPT$35,000-$35,000
BARBARA PHALENExecutive AdPT$35,000-$35,000
LARRY LANGDONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Pacific Tax Policy Institute
EIN
47-5003408
Address
2121 41ST AVENUE SUITE 301, CAPITOLA, CA 95010

Signing Officer

Name
Stewart Karlinsky
Title
Executive Director
Phone
8314658204
Signed
2023-05-15

Preparer

Firm
Mauldin & Company
Address
2121 41ST AVE STE 301, CAPITOLA, CA 95010
Preparer
Patrick Mauldin
Phone
8314648481
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 8340 other expenses:meals 879 8522 scholarship award 5,000 total 5,879”

Raw XML Appendix137 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BARBARA PHALEN
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0BARBARA PHALEN
IRS990EZ/BooksInCareOfDetail/PhoneNum08314658204
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02121 41ST AVE STE 301
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt02121 41ST AVE STE 301
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CAPITOLA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt089493
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077008
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0132000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12485
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt082341
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089493
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077008
IRS990EZ/GrossReceiptsAmt0177200
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt089493
IRS990EZ/NetAssetsOrFundBalancesEOYAmt077008
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt089493
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt077008
IRS990EZ/OccupancyRentUtltsAndMaintAmt093940
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt035000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt135000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEWART KARLINSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARBARA PHALEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LARRY LANGDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE AD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05879
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TAX EDUCATION CONFERENCE AND PROGRAMS
IRS990EZ/PrintingPublicationsPostageAmt07525
IRS990EZ/ProgramServiceRevenueAmt045200
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PLANNING AND EXECUTION ANNUAL PACIFIC RIM TAX CONFERENCE FOR IN PERSON CONFERENCE AND BEGAN PLANNING FOR NEXT YEAR ANNUAL CONFERENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0189685
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0189685
IRS990EZ/TotalProgramServiceExpensesAmt0189685
IRS990EZ/TotalRevenueAmt0177200
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PACIFICTAXPOLICYINSTITUTE.COM
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0132000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt071000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0140729
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0124000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0488729
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt045200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039575
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt047850
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0176275
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0665004
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0177200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060575
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt075400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0179979
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0171850
IRS990ScheduleA/Total509Grp/TotalAmt0665004
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0177200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060575
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt075400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0179979
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0171850
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0665004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 8340 OTHER EXPENSES:MEALS 879 8522 SCHOLARSHIP AWARD 5,000 TOTAL 5,879
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEWART KARLINSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08314658204
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PACIFIC TAX POLICY INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PACI
ReturnHeader/Filer/EIN0475003408
ReturnHeader/Filer/USAddress/AddressLine1Txt02121 41ST AVENUE SUITE 301
ReturnHeader/Filer/USAddress/CityNm0CAPITOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812570219
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAULDIN & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02121 41ST AVE STE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAPITOLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095010
ReturnHeader/PreparerPersonGrp/PhoneNum08314648481
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK MAULDIN
ReturnHeader/ReturnTs02023-05-11T18:33:11-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEWART
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KARLINSKY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits