Civic Intelligence

North Texas Collaborative Tax Institute

EIN 81-1941843 • 501(c)3 • Denton, TX

Profile

1. To provide pro bono tax representation and tax consultation to low income english and non-english speaking individuals living within the north texas community.2. To educate low income english and non-english speaking members of the north texas community about their rights, responsibilities, and expectations as taxpayers under the system of taxation in the united states.3. To identify issues and advocate solutions to solve issues that are/will impact low income taxpayers.4. To be a strong advocate for the rights of each low income taxpayer in our community and to ensure that each is treated fairly and with dignity when dealing with the internal revenue service.5. To introduce future professionals to the importance of giving back to the community in which they work and live.

222 E McKinney St Ste 100Denton, TX 76201

n/A

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

100th percentile

499%

Higher net margin than 100% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$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

Assets

Down

$0

Down $3,957 (-100%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $3,957 (-100%) from 2023

Revenue

Down

-$793

Down $21,793 (-104%) from 2023

Expenses

Down

$3,164

Down $25,495 (-89%) from 2023

Net Income

Up

-$3,957

Up $3,702 (+48%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2016: $48,262Liabilities 2016: $5,924Net Assets 2016: $42,3382016Assets 2017: $46,055Liabilities 2017: $3,391Net Assets 2017: $42,6642017Assets 2018: $31,214Liabilities 2018: $545Net Assets 2018: $30,6692018Assets 2019: $37,683Liabilities 2019: $6,076Net Assets 2019: $31,6072019Assets 2020: $29,661Liabilities 2020: $5,429Net Assets 2020: $24,2322020Assets 2021: $13,013Liabilities 2021: $0Net Assets 2021: $13,0132021Assets 2022: $11,616Liabilities 2022: $0Net Assets 2022: $11,6162022Assets 2023: $3,957Liabilities 2023: $0Net Assets 2023: $3,9572023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities-
Net Assets$0

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2016: $96,734Expenses 2016: $54,396Net Income 2016: $42,3382016Revenue 2017: $114,016Expenses 2017: $113,690Net Income 2017: $3262017Revenue 2018: $100,103Expenses 2018: $112,098Net Income 2018: -$11,9952018Revenue 2019: $151,858Expenses 2019: $150,920Net Income 2019: $9382019Revenue 2020: $136,200Expenses 2020: $143,575Net Income 2020: -$7,3752020Revenue 2021: $40,355Expenses 2021: $51,574Net Income 2021: -$11,2192021Revenue 2022: $56,600Expenses 2022: $57,997Net Income 2022: -$1,3972022Revenue 2023: $21,000Expenses 2023: $28,659Net Income 2023: -$7,6592023Revenue 2024: -$793Expenses 2024: $3,164Net Income 2024: -$3,9572024

Highlighted filing

2024

Revenue-$793
Expenses$3,164
Net Income-$3,957

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Mission and Program Overview

Mission

1. To provide pro bono tax representation and tax consultation to low income english and non-english speaking individuals living within the north texas community.2. To educate low income english and non-english speaking members of the north texas community about their rights, responsibilities, and expectations as taxpayers under the system of taxation in the united states.3. To identify issues and advocate solutions to solve issues that are/will impact low income taxpayers.4. To be a strong advocate for the rights of each low income taxpayer in our community and to ensure that each is treated fairly and with dignity when dealing with the internal revenue service.5. To introduce future professionals to the importance of giving back to the community in which they work and live.

Program Services

DescriptionGrantsExpenses
PROVIDED GRANTS TO SUPPORTERS OF SERVICEMEMBERS, INC., A SECTION 501(C)(3) PUBLIC CHARITY.$1,908$1,908
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert J Widmer Jr EsqPresidentPT$0--
Roy Anderson CPADirector-$0--
Ronnie McClure CPADirector-$0--
Filing and Contact Details

Filer

Filer Name
North Texas Collaborative Tax Institute
EIN
81-1941843
Phone
9405660512
Address
222 E McKinney St Ste 100, Denton, TX 76201

Signing Officer

Name
Robert J Widmer Jr Esq
Title
President
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Spector & Co PC
Address
222 E McKinney Ste 100, Denton, TX 76201
Preparer
Morgan Smiland CPA
Phone
9405660512
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $691

Other Expenses.1009

Depreciation $340

Other Expenses.1

Telephone & Communications $225

Activities Not Previously Reported to the IRS

The organization formerly operated a low income taxpayer clinic that provided pro bono tax representation and tax consultation to low income individuals in north texas. The clinic permanently closed and the organization donated its remaining assets to supporters of servicemembers, inc., a section 501(c)(3) public charity.

Raw XML Appendix157 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/BooksInCareOfDetail/USAddress/CityNm0Denton
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IRS990EZ/PrimaryExemptPurposeTxt01. TO PROVIDE PRO BONO TAX REPRESENTATION AND TAX CONSULTATION TO LOW INCOME ENGLISH AND NON-ENGLISH SPEAKING INDIVIDUALS LIVING WITHIN THE NORTH TEXAS COMMUNITY.2. TO EDUCATE LOW INCOME ENGLISH AND NON-ENGLISH SPEAKING MEMBERS OF THE NORTH TEXAS COMMUNITY ABOUT THEIR RIGHTS, RESPONSIBILITIES, AND EXPECTATIONS AS TAXPAYERS UNDER THE SYSTEM OF TAXATION IN THE UNITED STATES.3. TO IDENTIFY ISSUES AND ADVOCATE SOLUTIONS TO SOLVE ISSUES THAT ARE/WILL IMPACT LOW INCOME TAXPAYERS.4. TO BE A STRONG ADVOCATE FOR THE RIGHTS OF EACH LOW INCOME TAXPAYER IN OUR COMMUNITY AND TO ENSURE THAT EACH IS TREATED FAIRLY AND WITH DIGNITY WHEN DEALING WITH THE INTERNAL REVENUE SERVICE.5. TO INTRODUCE FUTURE PROFESSIONALS TO THE IMPORTANCE OF GIVING BACK TO THE COMMUNITY IN WHICH THEY WORK AND LIVE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED GRANTS TO SUPPORTERS OF SERVICEMEMBERS, INC., A SECTION 501(C)(3) PUBLIC CHARITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01908
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01908
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/TotalExpensesAmt03164
IRS990EZ/TotalProgramServiceExpensesAmt01908
IRS990EZ/TotalRevenueAmt0-793
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Current Year Facts and Circumstances: NORTH TEXAS COLLABORATIVE TAX INSTITUTE PREVIOUSLY OPERATED A LOW INCOME TAXPAYER CLINIC ("THE CLINIC"), IN ACCORDANCE WITH INTERNAL REVENUE SERVICE STANDARDS, TO ASSIST LOW INCOME INDIVIDUALS WITH PRO BONO TAX REPRESENTATION & CONSULTATION SERVICES. The Clinic was staffed by graduate students enrolled in the Master of science in taxation program at the University of North Texas as well as pro bono donations of services from local CPAs and tax attorneys. THE CLINIC PERMANENTLY CLOSED DURING 2024. 100% OF DONATIONS WERE FROM THE GENERAL PUBLIC, AND A MAJORITY OF DONATIONS OVER THE PAST FIVE YEARS WERE RECEIVED FROM SEVEN INIDIVIDUAL DONORS. NO INCOME WAS RECEIVED FROM INTEREST, DIVIDENDS, GAINS, OR OTHER FORMS OF INVESTMENT INCOME. BOARD MEMBERSHIP CONSISTS OF TWO CERTIFIED PUBLIC ACCOUNTANTS AND A TAX ATTORNEY. DONATIONS WERE SOLICITED FROM THEIR CLIENTS, WHO RECEIVED NO BENEFIT WHATSOEVER FROM THE ORGANIZATION. DONATIONS RECEIVED WERE ENTIRELY USED FOR RUNNING THE CLINIC. DUE TO HAVING A LOW OPERATING BUDGET, THERE WERE LITTLE TO NO FUNDS AVAILABLE FOR THE FUNDRAISING COSTS OF ATTRACTING A LARGE DONOR BASE. Clinic facilities also housed the VITA program sponsored by the local United Way and the Dallas IRS Taxpayers' Advocates Office. IN ADDITION, THE COVID-19 PANDEMIC GREATLY IMPACTED THE ORGANIZATION'S ABILITY TO ATTRACT DONORS BECAUSE THE CLINIC'S PHYSICAL LOCATION WAS FORCED TO SHUT ITS DOORS PURSUANT TO LOCAL GOVERNMENT ORDERS. THE CLINIC ALSO PROVIDED ITS FACILITIES FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUOUS BASIS TO ACCOMPLISH THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE by using a part of its facilities to house local Veterans services as well as broad based community support programs.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt056600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt040355
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IRS990ScheduleN/AssetsDistributedInd0true
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IRS990ScheduleN/BondsOutstandingInd0false
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IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Cash Balance
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0222 E McKinney 100
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Denton
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd076201
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0Robert J. Widmer, Jr., Esq., and Roy Anderson, CPA are officers of the transferee organization, Supporters of Servicemembers, Inc. Robert J. Widmer, Jr., Esq. serves as President and Roy Anderson, CPA serves as Treasurer.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I & 2, Line 2e - Name and Explanation for Involvement in Successor
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Telephone & Communications $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION FORMERLY OPERATED A LOW INCOME TAXPAYER CLINIC THAT PROVIDED PRO BONO TAX REPRESENTATION AND TAX CONSULTATION TO LOW INCOME INDIVIDUALS IN NORTH TEXAS. THE CLINIC PERMANENTLY CLOSED AND THE ORGANIZATION DONATED ITS REMAINING ASSETS TO SUPPORTERS OF SERVICEMEMBERS, INC., A SECTION 501(C)(3) PUBLIC CHARITY.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Activities Not Previously Reported to the IRS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Robert J Widmer Jr Esq
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Inc
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0811941843
ReturnHeader/Filer/PhoneNum09405660512
ReturnHeader/Filer/USAddress/AddressLine1Txt0222 E McKinney St Ste 100
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752186131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Anderson Spector & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 E McKinney Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Denton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerPersonGrp/PhoneNum09405660512
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORGAN SMILAND CPA
ReturnHeader/ReturnTs02025-11-13T10:55:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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