Civic Intelligence

Tei Education Fund

990EZ • Fiscal year 2013 • EIN 54-1402262

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 11, 2014

1200 G St NW No 30020005-3814
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

57th percentile

5.8%

Faster asset growth than 57% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

61st percentile

9.0%

Faster revenue growth than 61% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$134,216

Up $7,355 (+5.8%) from 2012

Net Assets

Up

$134,216

Up $7,355 (+5.8%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$16,410

Up $1,356 (+9.0%) from 2012

Expenses

Down

$9,055

Down $5,515 (-38%) from 2012

Net Income

Up

$7,355

Up $6,871 (+1420%) from 2012

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2010: $122,155Net Assets 2010: $122,1552010Assets 2011: $126,377Liabilities 2011: $02011Assets 2012: $126,861Liabilities 2012: $0Net Assets 2012: $126,8612012Assets 2013: $134,216Net Assets 2013: $134,2162013Assets 2014: $96,332Liabilities 2014: $965Net Assets 2014: $95,3672014Assets 2015: $104,304Liabilities 2015: $0Net Assets 2015: $104,3042015Assets 2016: $112,024Liabilities 2016: $309Net Assets 2016: $111,7152016

Highlighted filing

2013

Assets$134,216
Liabilities-
Net Assets$134,216

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$50K$0-$50KRevenue 2010: $10,808Expenses 2010: $5,046Net Income 2010: $5,7622010Revenue 2011: $10,798Expenses 2011: $6,576Net Income 2011: $4,2222011Revenue 2012: $15,054Expenses 2012: $14,570Net Income 2012: $4842012Revenue 2013: $16,410Expenses 2013: $9,055Net Income 2013: $7,3552013Revenue 2014: $9,940Expenses 2014: $48,789Net Income 2014: -$38,8492014Revenue 2015: $11,818Expenses 2015: $2,881Net Income 2015: $8,9372015Revenue 2016: $10,250Expenses 2016: $2,839Net Income 2016: $7,4112016

Highlighted filing

2013

Revenue$16,410
Expenses$9,055
Net Income$7,355
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 11, 2014
Return Version
2012v2.1
Mission and Program Overview

Mission

Tei education fund's primary purpose is to promote better understanding and administration of the federal, state and local tax laws of the united states and the federal, provincial, and local tax laws of canada, as well as other jurisdictions, through discussion groups, formal courses and symposia, lectures, publications, and other means.

Filing and Contact Details

Filer

EIN
54-1402262
Raw XML Appendix201 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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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances110
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0CARITA R TWINEM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1TERILEA J WIELENGA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2MARK C SILBIGER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3CN MACFARLANE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4CHRISTER T BELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5KIM N BERJIAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6THOMAS J DEGEORGIO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7ERNEST N GATES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8DANIEL R GOFF
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9KATRINA H WELCH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10BRIAN C UGAI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11ELI J DICKER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0CHAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11EXECUTIVE DIRECTOR - TEI
IRS990EZ/OperatingSchool01
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY09671
IRS990EZ/OtherAssetsTotal/EOY09930
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal08137
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TEI EDUCATION FUND'S PRIMARY PURPOSE IS TO PROMOTE BETTER UNDERSTANDING AND ADMINISTRATION OF THE FEDERAL, STATE AND LOCAL TAX LAWS OF THE UNITED STATES AND THE FEDERAL, PROVINCIAL, AND LOCAL TAX LAWS OF CANADA, AS WELL AS OTHER JURISDICTIONS, THROUGH DISCUSSION GROUPS, FORMAL COURSES AND SYMPOSIA, LECTURES, PUBLICATIONS, AND OTHER MEANS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0WEEKLONG TRAINING PROGRAMS TO PROMOTE BETTER UNDERSTANDING AND ADMINISTRATION OF FEDERAL, STATE, & LOCAL TAX LAWS OF THE UNITED STATES.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses08095
IRS990EZ/ProgramServiceRevenue016384
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IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101200 G STREET NW SUITE 300
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine20WASHINGTON DC
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0WASHINGTON
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0DC
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0200053802
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10TEI EDUCATION FUND
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02026385601
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IRS990EZ/TotalExpenses09055
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IRS990EZ/TotalRevenue016410
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0HTTP://WWW.TEI.ORG
IRS990ScheduleA/School170b1Aii0X
IRS990ScheduleE/ComplianceWithRevProc755001
IRS990ScheduleE/DiscriminateRaceAdmissPolicies00
IRS990ScheduleE/DiscriminateRaceAthleticProg00
IRS990ScheduleE/DiscriminateRaceEducPolicies00
IRS990ScheduleE/DiscriminateRaceEmplmnFaculty00
IRS990ScheduleE/DiscriminateRaceOtherActy00
IRS990ScheduleE/DiscriminateRaceScholarships00
IRS990ScheduleE/DiscriminateRaceStudentsRights00
IRS990ScheduleE/DiscriminateRaceUseOfFclts00
IRS990ScheduleE/Form990ScheduleEPartII/Explanation0THE POLICY IS DESCRIBED IN ALL CONFERENCE, SEMINAR, AND COURSE BROCHURES - INCLUDING THOSE NOT SPONSORED BY THE FUND - PUBLISHED BY TAX EXECUTIVE INSTITUTE AND CIRCULATED TO ALL MEMBERS. ALL REGISTRATION BROCHURES FOR CONFERENCES, SEMINARS, AND COURSES OFFERED BY THE TAX EXECUTIVE INSTITUTE AND THE TEI EDUCATION FUND ARE PUBLISHED ON TEI'S WEBSITE AND AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleE/Form990ScheduleEPartII/Explanation1TEI FUND DOES NOT PROVIDE SCHOLARSHIPS OR FINANCIAL ASSISTANCE. TEI FUND DOES NOT SOLICIT CHARITABLE CONTRIBUTIONS.
IRS990ScheduleE/Form990ScheduleEPartII/Identifier0EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION
IRS990ScheduleE/Form990ScheduleEPartII/Identifier1EXPLANATION OF DOCUMENT RETENTION
IRS990ScheduleE/Form990ScheduleEPartII/ReturnReference0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/Form990ScheduleEPartII/ReturnReference1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/GovernmentFinancialAidReceived00
IRS990ScheduleE/GovernmentFinancialAidRevoked00
IRS990ScheduleE/MaintCopiesOfAllSolicitations00
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IRS990ScheduleE/PolicyStatementInBrochuresEtc01
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST 26..
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: SPEAKERS. AMOUNT: 8,095. DESCRIPTION: SERVICE CHARGES. AMOUNT: 42. TOTAL TO FORM 990-EZ, LINE 16: 8,137.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: DUE FROM AFFILIATE. BEG. OF YEAR AMOUNT: 9,671. END OF YEAR AMOUNT: 9,930.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0541402262
ReturnHeader/Filer/Name/BusinessNameLine10TEI EDUCATION FUND
ReturnHeader/Filer/NameControl0TEIE
ReturnHeader/Filer/Phone02026385601
ReturnHeader/Filer/USAddress/AddressLine101200 G ST NW NO 300
ReturnHeader/Filer/USAddress/City0WASHINGTON
ReturnHeader/Filer/USAddress/State0DC
ReturnHeader/Filer/USAddress/ZIPCode0200053814
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-02-11
ReturnHeader/Officer/Name0ELI J DICKER
ReturnHeader/Officer/Phone02026385601
ReturnHeader/Officer/Title0EXECUTIVE DIRECTOR
ReturnHeader/PreparerFirm/EIN0521855942
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10TATE AND TRYON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102021 L STREET NW SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WASHINGTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0DC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode020036
ReturnHeader/Preparer/Name0SUBRINA L WOOD
ReturnHeader/Preparer/Phone02022932200
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-11T11:07:39-06:00

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Filings