Liabilities / Assets
63rd percentile
Higher debt load relative to assets than 63% of similar nonprofits.
The Prepare Institute
EIN 82-1112191 • 501(c)3 • Pittsburgh, PA
Profile
The non-profit's purpose is educational, organized exclusively for educational purposes under section 401(c) (3) of the internal revenue code. The non-profit corporation is intended to be organized as a public charity, pursuant to excemption 509 (a) (2) of the internal revenue code.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
64th percentile
Higher debt load relative to revenue than 64% of similar nonprofits.
Net Margin
81st percentile
Higher net margin than 81% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
94th percentile
Faster asset growth than 94% of similar nonprofits.
Revenue Growth
78th percentile
Faster revenue growth than 78% of similar nonprofits.
Balance Sheet
Assets
Up$38,652
Up $21,115 (+120%) from 2021
Liabilities
Up$2,083
Up $303 (+17%) from 2021
Net Assets
Up$36,569
Up $20,812 (+132%) from 2021
Revenue
Up$128,221
Up $62,478 (+95%) from 2021
Expenses
Up$107,333
Up $32,932 (+44%) from 2021
Net Income
Up$20,888
Up $29,546 (+341%) from 2021
Trend Graphs
Filings
Most recent year
2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
- Assets
- $38,652
- Liabilities
- $2,083
- Net assets
- $36,569
- Revenue
- $128,221
- Expenses
- $107,333
- Net income
- $20,888
Latest Detailed Filing
The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2021 to Dec 31, 2021
- Signed
- Sep 2, 2022
- Return Version
- 2021v4.0
- Gross Receipts
- $65,743
Mission and Program Overview
Mission
The non-profit's purpose is educational, organized exclusively for educational purposes under section 501(c)(3) of the internal revenue code. The non-profit corporation is intended to be organized as a public charity, pursuant to section 509(a)(2) of the internal revenue code.
The non-profit's purpose is educational, organized exclusively for educational purposes under section 401(c) (3) of the internal revenue code. The non-profit corporation is intended to be organized as a public charity, pursuant to excemption 509 (a) (2) of the internal revenue code.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDES COLLEGE STYLE RETIREMENT EDUCATION COURSES AND CLASSES FOR ADULTS BETWEEN THE AGES OF 50-70. THESE COURSES AND CLASSES PROVIDE UNBIASED INFORMATION ON ALL AREAS OF RETIREMENT AND ESTATE PLANNING, AND ARE FOR GENERAL, NON-COMMERCIAL EDUCATION ONLY. | - | $74,401 |
| PROVIDES COLLEGE STYLE RETIREMENT EDUCATION COURSES AND CLASSES FOR ADULTS BETWEEN THE AGES OF 50-70. THESE COURSES AND CLASSES PROVIDE UNBIASED INFORMATION ON ALL AREAS OF RETIREMENT AND ESTATE PLANNING, AND ARE FOR GENERAL, NON-COMMERCIAL EDUCATION ONLY. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| WATER WEST | Director | - | $0 | - | - |
| RICHARD T BAKER | President & | - | $0 | - | - |
| BRIAN HAYES | Director | - | $0 | - | - |
| SHAWN LEE | Director | - | $0 | - | - |
| MICHAEL D AUSHERMAN | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- The Prepare Institute
- EIN
- 82-1112191
- Phone
- 6306652300
- Address
- 8150 PERRY HIGHWAY SUITE 208, PITTSBURGH, PA 15237
Signing Officer
- Name
- Water West
- Title
- Director
- Phone
- 6306652300
- Signed
- 2022-09-02
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Wcg Inc
- Address
- 2393 FLYING HORSE CLUB DR, COLORADO SPRINGS, CO 80921-7012
- Preparer
- Tina Watson CPA
- Phone
- 7193879800
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Other income 3,299 total 3,299”
Form 990-ez, Part I, Line 16
“Expenses bank/merchant fees 1,017 tuition refund 148 payroll expenses 1,093 office supplies & software 14,966 it services 46,400 room rental 378 interest expense 83 total 64,085”
Form 990-ez, Part I, Line 20
“Reduction in current liabilities 537”
Form 990-ez, Part II, Line 26
“CREDIT CARDS 3,828 1,780”
Form 990-ez, Part III
“The non-profit's purpose is educational, organized exclusively for educational purposes under section 401(c) (3) of the internal revenue code. The non-profit corporation is intended to be organized as a public charity, pursuant to excemption 509 (a) (2) of the internal revenue code.”
Form 990-ez, Part III, Line 28
“Provides college style retirement education courses and classes for adults between the ages of 50-70. These courses and classes provide unbiased information on all areas of retirement and estate planning, and are for general, non-commercial education only.”
Form 990-ez, Part III, Line 31
“Provides college style retirement education courses and classes for adults between the ages of 50-70. These courses and classes provide unbiased information on all areas of retirement and estate planning, and are for general, non-commercial education only.”
Raw XML Appendix128 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | WALTER WEST |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8144640224 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 8150 PERRY HIGHWAY SUITE 208 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PITTSBURGH |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 15237 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 27706 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 17537 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -8658 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 9316 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 27706 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 17537 |
| IRS990EZ/GrossReceiptsAmt | 0 | 65743 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 23878 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 15757 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 23878 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 15757 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | WATER WEST |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | RICHARD T BAKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BRIAN HAYES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | SHAWN LEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MICHAEL D AUSHERMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT & |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 537 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 64085 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 3299 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE NON-PROFIT'S PURPOSE IS EDUCATIONAL, ORGANIZED EXCLUSIVELY FOR EDUCATIONAL PURPOSES UNDER SECTION 401(C) (3) OF THE INTERNAL REVENUE CODE. THE NON-PROFIT CORPORATION IS INTENDED TO BE ORGANIZED AS A PUBLIC CHARITY, PURSUANT TO EXCEMPTION 509 (A) (2) OF THE INTERNAL REVENUE CODE. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1000 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 62444 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDES COLLEGE STYLE RETIREMENT EDUCATION COURSES AND CLASSES FOR ADULTS BETWEEN THE AGES OF 50-70. THESE COURSES AND CLASSES PROVIDE UNBIASED INFORMATION ON ALL AREAS OF RETIREMENT AND ESTATE PLANNING, AND ARE FOR GENERAL, NON-COMMERCIAL EDUCATION ONLY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PROVIDES COLLEGE STYLE RETIREMENT EDUCATION COURSES AND CLASSES FOR ADULTS BETWEEN THE AGES OF 50-70. THESE COURSES AND CLASSES PROVIDE UNBIASED INFORMATION ON ALL AREAS OF RETIREMENT AND ESTATE PLANNING, AND ARE FOR GENERAL, NON-COMMERCIAL EDUCATION ONLY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 74401 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 3828 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1780 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 74401 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 74401 |
| IRS990EZ/TotalRevenueAmt | 0 | 65743 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | OTHER INCOME 3,299 TOTAL 3,299 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES BANK/MERCHANT FEES 1,017 TUITION REFUND 148 PAYROLL EXPENSES 1,093 OFFICE SUPPLIES & SOFTWARE 14,966 IT SERVICES 46,400 ROOM RENTAL 378 INTEREST EXPENSE 83 TOTAL 64,085 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | REDUCTION IN CURRENT LIABILITIES 537 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | CREDIT CARDS 3,828 1,780 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE NON-PROFIT'S PURPOSE IS EDUCATIONAL, ORGANIZED EXCLUSIVELY FOR EDUCATIONAL PURPOSES UNDER SECTION 401(C) (3) OF THE INTERNAL REVENUE CODE. THE NON-PROFIT CORPORATION IS INTENDED TO BE ORGANIZED AS A PUBLIC CHARITY, PURSUANT TO EXCEMPTION 509 (A) (2) OF THE INTERNAL REVENUE CODE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | PROVIDES COLLEGE STYLE RETIREMENT EDUCATION COURSES AND CLASSES FOR ADULTS BETWEEN THE AGES OF 50-70. THESE COURSES AND CLASSES PROVIDE UNBIASED INFORMATION ON ALL AREAS OF RETIREMENT AND ESTATE PLANNING, AND ARE FOR GENERAL, NON-COMMERCIAL EDUCATION ONLY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | PROVIDES COLLEGE STYLE RETIREMENT EDUCATION COURSES AND CLASSES FOR ADULTS BETWEEN THE AGES OF 50-70. THESE COURSES AND CLASSES PROVIDE UNBIASED INFORMATION ON ALL AREAS OF RETIREMENT AND ESTATE PLANNING, AND ARE FOR GENERAL, NON-COMMERCIAL EDUCATION ONLY. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART III, LINE 28 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | WATER WEST |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6306652300 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-09-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE PREPARE INSTITUTE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PREP |
| ReturnHeader/Filer/EIN | 0 | 821112191 |
| ReturnHeader/Filer/PhoneNum | 0 | 6306652300 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 8150 PERRY HIGHWAY SUITE 208 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PITTSBURGH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 15237 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 453570847 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WCG INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2393 FLYING HORSE CLUB DR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | COLORADO SPRINGS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 809217012 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7193879800 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-10-01 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TINA WATSON CPA |
| ReturnHeader/ReturnTs | 0 | 2022-10-11T20:29:43-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | RICHARD T |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | BAKER |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
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