PACIFIC TAX POLICY INSTITUTE INC: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC TAX POLICY INSTITUTE INC (EIN 47-5003408)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-04
- IRS object ID
- 202200959349201170
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-04T18:26:21-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812570219 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 41ST AVE STE 301 | AddressLine1Txt |
| City | CAPITOLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475003408 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC TAX POLICY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PACI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 41ST AVENUE SUITE 301 | AddressLine1Txt |
| City | CAPITOLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEWART KARLINSKY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8314658204 | PhoneNum |
| Signature | 2022-03-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEWART | PersonFirstNm |
| Person Last | KARLINSKY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK MAULDIN | PreparerPersonNm |
| PTIN | P00111297 | PTIN |
| Phone | 8314648481 | PhoneNum |
| Preparation | 2022-04-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | PACIFICTAXPOLICYINSTITUTE.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $60,575 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $21,000 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $39,575 | ProgramServiceRevenueAmt |
| Total Revenue | $60,575 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $79,147 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $50,783 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $8,747 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $5,586 | OtherExpensesTotalAmt |
| Total Expenses | $144,263 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$83,688 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $173,181 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $89,493 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,181 | BOYAmt |
| EOY | $89,493 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,181 | BOYAmt |
| EOY | $89,493 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,181 | BOYAmt |
| EOY | $89,493 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TAX EDUCATION CONFERENCE AND PROGRAMS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PLANNING AND EXECUTION 10TH ANNUAL PACIFIC RIM TAX CONFERENCE SEPT 9 & 10 FOR IN PERSON CONFERENCE AND BEGAN PLANNING FOR 11 ANNUAL CONFERENCE | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $144,263 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $144,263 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| STEWART KARLINSKY | ||
| EXECUTIVE DI | 25.00 | $35,000 |
| BARBARA PHALEN | ||
| EXECUTIVE AD | 25.00 | $35,000 |
| LARRY LANGDON | ||
| BOARD MEMBER | 3.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA PHALEN | BusinessNameLine1Txt |
| Business Name Line2 | BARBARA PHALEN | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 41ST AVE STE 301 | AddressLine1Txt |
| Address Line2 | 2121 41ST AVE STE 301 | AddressLine2Txt |
| City | CAPITOLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8314658204 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $112,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $140,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,000 | CurrentTaxYearAmt |
| Total | $468,729 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,575 | CurrentTaxYearAmt |
| Total | $189,325 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $170,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $171,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,979 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,575 | CurrentTaxYearAmt |
| Total | $658,054 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $658,054 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $170,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $171,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,979 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,575 | CurrentTaxYearAmt |
| Total | $658,054 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-EZ, PART I, LINE 16 | FormAndLineReferenceDesc |
| Explanation | EXPENSES 8340 OTHER EXPENSES:MEALS 586 8522 SCHOLARSHIP AWARD 5,000 TOTAL 5,586 | ExplanationTxt |