Civic Intelligence

Tax Institute Inc Greater Miami

EIN 59-6154971 • 501(c)6 • Miami, FL

Profile

Provide members and guests with timely educational programs related to taxation.

C/O Ghsk 1441 Brickell Aveste 1010Miami, FL 33131

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

99th percentile

85%

Higher net margin than 99% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

79th percentile

19%

Faster asset growth than 79% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-75%

Faster revenue growth than 7% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$23,751

Up $3,849 (+19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

$23,751

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue51st percentileNet Margin99th percentile

Revenue

Down

$4,555

Down $13,465 (-75%) from 2020

Expenses

Up

$706

Up $448 (+174%) from 2020

Net Income

Down

$3,849

Down $13,913 (-78%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$30K$20K$10K$0Assets 2020: $19,902Liabilities 2020: $02020Assets 2021: $23,751Liabilities 2021: $0Net Assets 2021: $23,7512021

Highlighted filing

2021

Assets$23,751
Liabilities$0
Net Assets$23,751
Open 2021 Filing

Operations Trend

Revenue Growth7th percentile

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

$20K$15K$10K$5.0K$0Revenue 2020: $18,020Expenses 2020: $258Net Income 2020: $17,7622020Revenue 2021: $4,555Expenses 2021: $706Net Income 2021: $3,8492021

Highlighted filing

2021

Revenue$4,555
Expenses$706
Net Income$3,849
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$23,751
Liabilities
$0
Net assets
$23,751
Revenue
$4,555
Expenses
$706
Net income
$3,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$4.56$0.71$3.85
2020Summary only. Only limited summary data is available for this year.$19.9$0.00$18.0$0.26$17.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 7, 2022
Return Version
2021v4.0
Gross Receipts
$4,555
Mission and Program Overview

Mission

Provide members and guests with timely educational programs related to taxation.

Program Services

DescriptionGrantsExpenses
N/A--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN E CAMPOSPresident-$0--
PAUL D'ALESSANDROVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Tax Institute Inc Greater Miami
EIN
59-6154971
Phone
2126821800
Address
C/O GHSK 1441 BRICKELL AVESTE 1010, MIAMI, FL 33131

Signing Officer

Name
Megan E Campos
Title
President
Phone
2126821800
Signed
2022-07-07

Preparer

Firm
Grant Herrmann Schwartz & Klinger Llp
Address
697 THIRD AVENUE SUITE 518, NEW YORK, NY 10017
Preparer
David Pipia
Phone
2126821800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank fees 60 annual report fee 61 professional education 585 total 706”

Form 990-ez, Part III

“Provide members and guests with timely educational programs related to taxation.”

Raw XML Appendix88 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0GRANT HERRMANN SCHWARTZ KLINGER
IRS990EZ/BooksInCareOfDetail/PhoneNum02126821800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01441 BRICKELL AVE SUITE 1010
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt01441 BRICKELL AVE SUITE 1010
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033131
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019902
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023751
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03849
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019902
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023751
IRS990EZ/GrossReceiptsAmt04555
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04555
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019902
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023751
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019902
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023751
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEGAN E CAMPOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL D'ALESSANDRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0706
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE MEMBERS AND GUESTS WITH TIMELY EDUCATIONAL PROGRAMS RELATED TO TAXATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0706
IRS990EZ/TotalRevenueAmt04555
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 60 ANNUAL REPORT FEE 61 PROFESSIONAL EDUCATION 585 TOTAL 706
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE MEMBERS AND GUESTS WITH TIMELY EDUCATIONAL PROGRAMS RELATED TO TAXATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN E CAMPOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02126821800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAX INSTITUTE INC GREATER MIAMI
ReturnHeader/Filer/BusinessNameControlTxt0TAXI
ReturnHeader/Filer/EIN0596154971
ReturnHeader/Filer/PhoneNum02126821800
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O GHSK 1441 BRICKELL AVESTE 1010
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033131
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135542165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT HERRMANN SCHWARTZ & KLINGER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0697 THIRD AVENUE SUITE 518
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010017
ReturnHeader/PreparerPersonGrp/PhoneNum02126821800
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID PIPIA
ReturnHeader/ReturnTs02022-07-07T08:44:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEGAN E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAMPOS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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