Civic Intelligence

American Alliance for Tax Equity

EIN 84-1557849 • 501(c)4 • Boca Raton, FL

Profile

American alliance for tax equity's (aate) primary exempt purpose is to educate the public and congress about self-determination for residents of u.s. Territories and the costs related to such territorial status and other tax-favored situations as they may apply to u.s. Residents who are subject to federal income taxes. The goal is to advance this message to the public through educational materials and newsletters. Aate will solicit members through direct mail solicitation.

7698 LA Corniche CircleBoca Raton, FL 33433

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

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,575 (-100%) from 2023

Liabilities

Up

$256

Up $256 from 2023

Net Assets

-$256

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,831

Up $210 (+13%) from 2023

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$100K$50K$0-$50KAssets 2012: $2,514Liabilities 2012: $0Net Assets 2012: $2,5142012Assets 2013: $4,494Net Assets 2013: $4,4942013Assets 2014: $24,609Liabilities 2014: $0Net Assets 2014: $24,6092014Assets 2015: $47,489Liabilities 2015: $0Net Assets 2015: $47,4892015Assets 2016: $53,442Liabilities 2016: $0Net Assets 2016: $53,4422016Assets 2017: $23,145Liabilities 2017: $0Net Assets 2017: $23,1452017Assets 2018: $99,533Liabilities 2018: $0Net Assets 2018: $99,5332018Assets 2019: $47,597Net Assets 2019: $47,5972019Assets 2020: $63,499Net Assets 2020: $63,4992020Assets 2021: $37,290Liabilities 2021: $0Net Assets 2021: $37,2902021Assets 2022: $3,196Liabilities 2022: $02022Assets 2023: $1,575Liabilities 2023: $02023Assets 2024: $0Liabilities 2024: $256Net Assets 2024: -$2562024

Highlighted filing

2024

Assets$0
Liabilities$256
Net Assets-$256
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $1,050,4682012Revenue 2013: $159,916Expenses 2013: $157,936Net Income 2013: $1,9802013Revenue 2014: $278,750Expenses 2014: $258,635Net Income 2014: $20,1152014Revenue 2015: $612,500Expenses 2015: $589,620Net Income 2015: $22,8802015Revenue 2016: $2,265,000Expenses 2016: $2,259,047Net Income 2016: $5,9532016Revenue 2017: $2,669,074Expenses 2017: $2,699,371Net Income 2017: -$30,2972017Revenue 2018: $1,206,036Expenses 2018: $1,129,648Net Income 2018: $76,3882018Revenue 2019: $120,172Expenses 2019: $172,108Net Income 2019: -$51,9362019Revenue 2020: $190,000Expenses 2020: $174,098Net Income 2020: $15,9022020Expenses 2021: $26,2092021Revenue 2022: $0Expenses 2022: $34,094Net Income 2022: -$34,0942022Revenue 2023: $0Expenses 2023: $1,621Net Income 2023: -$1,6212023Expenses 2024: $1,8312024

Highlighted filing

2024

Revenue-
Expenses$1,831
Net Income-
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$256
Net assets
-$256
Revenue
-
Expenses
$1,831
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00
2023Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2022Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.03$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.06$0.19$0.17$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.12$0.17$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$1.21$1.13$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$2.67$2.70$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$2.27$2.26$0.01
2015Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$0.61$0.59$0.02
2014Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.28$0.26$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.16$0.16$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$1.05
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.0
Gross Receipts
$120,172
Mission and Program Overview

Mission

American alliance for tax equity's (aate) primary exempt purpose is to educate the public and congress about self-determination for residents of u.s. Territories and the costs related to such territorial status and other tax-favored situations as they may apply to u.s. Residents who are subject to federal income taxes. The goal is to advance this message to the public through educational materials and newsletters. Aate will solicit members through direct mail solicitation.

Program Services

DescriptionGrantsExpenses
EDUCATED THE PUBLIC AND CONGRESS ABOUT SELF-DETERMINATION FOR RESIDENTS OF U.S. TERRITORIES AND THE COSTS RELATED TO SUCH TERRITORIAL STATUS AND OTHER TAX-FAVORED SITUATIONS AS THEY MAY APPLY TO U.S. RESIDENTS WHO ARE SUBJECT TO FEDERAL INCOME TAXES.$162,852-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDER ODISHELIDZEDirector-$0--
ROBERT M FERMPresident-$0--
LAWRENCE GELFONDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
American Alliance for Tax Equity
EIN
84-1557849
Phone
3036283300
Address
7698 LA CORNICHE CIRCLE, BOCA RATON, FL 33433

Signing Officer

Name
Lawrence Gelfond
Title
Treasurer
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Boxer & Associates CPAs PC
Address
8400 E Prentice Ave Ste 605, Greenwood Village, CO 80111
Preparer
Richard S Boxer CPA
Phone
3032215959
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Refund of bank charges $172”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: AMERICANS FOR PUERTO RICO SELF DET | Cash Amount Given: $162852”

Other Expenses.1

“BANK CHARGES $50”

Raw XML Appendix112 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/PersonNm0LAWRENCE GELFOND
IRS990EZ/BooksInCareOfDetail/PhoneNum07877235349
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07698 LA CORNICHE CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOCA RATON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033433
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt099533
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047597
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0120000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-51936
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09206
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt099533
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047597
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0162852
IRS990EZ/GrossReceiptsAmt0120172
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt099533
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047597
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt099533
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047597
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALEXANDER ODISHELIDZE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT M FERM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAWRENCE GELFOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050
IRS990EZ/OtherRevenueTotalAmt0172
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0AMERICAN ALLIANCE FOR TAX EQUITY'S (AATE) PRIMARY EXEMPT PURPOSE IS TO EDUCATE THE PUBLIC AND CONGRESS ABOUT SELF-DETERMINATION FOR RESIDENTS OF U.S. TERRITORIES AND THE COSTS RELATED TO SUCH TERRITORIAL STATUS AND OTHER TAX-FAVORED SITUATIONS AS THEY MAY APPLY TO U.S. RESIDENTS WHO ARE SUBJECT TO FEDERAL INCOME TAXES. THE GOAL IS TO ADVANCE THIS MESSAGE TO THE PUBLIC THROUGH EDUCATIONAL MATERIALS AND NEWSLETTERS. AATE WILL SOLICIT MEMBERS THROUGH DIRECT MAIL SOLICITATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATED THE PUBLIC AND CONGRESS ABOUT SELF-DETERMINATION FOR RESIDENTS OF U.S. TERRITORIES AND THE COSTS RELATED TO SUCH TERRITORIAL STATUS AND OTHER TAX-FAVORED SITUATIONS AS THEY MAY APPLY TO U.S. RESIDENTS WHO ARE SUBJECT TO FEDERAL INCOME TAXES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0162852
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0172108
IRS990EZ/TotalProgramServiceExpensesAmt0162852
IRS990EZ/TotalRevenueAmt0120172
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REFUND OF BANK CHARGES $172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: AMERICANS FOR PUERTO RICO SELF DET | Cash Amount Given: $162852
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE GELFOND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN ALLIANCE FOR TAX EQUITY
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0841557849
ReturnHeader/Filer/PhoneNum03036283300
ReturnHeader/Filer/USAddress/AddressLine1Txt07698 LA CORNICHE CIRCLE
ReturnHeader/Filer/USAddress/CityNm0BOCA RATON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033433
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841431509
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boxer & Associates CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08400 E Prentice Ave Ste 605
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greenwood Village
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080111
ReturnHeader/PreparerPersonGrp/PhoneNum03032215959
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD S BOXER CPA
ReturnHeader/ReturnTs02020-11-11T09:48:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.