PACIFIC TAX POLICY INSTITUTE INC
Cite this
Plain text PACIFIC TAX POLICY INSTITUTE INC. Strategy Studio, nonprofit organization profile, tax years 2021–2024. https://strategystudio.org/org/475003408. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). PACIFIC TAX POLICY INSTITUTE INC [Nonprofit organization profile; tax years 2021–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/475003408
MLA “PACIFIC TAX POLICY INSTITUTE INC.” Strategy Studio, tax years 2021–2024, https://strategystudio.org/org/475003408. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2021–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $230K · expenses $232K · assets $96K
- EIN
- 47-5003408
- Address
- 2121 41ST AVE STE 301, CAPITOLA, CA 95010-2059
- Website
- PACIFICTAXPOLICYINSTITUTE.COM
- NTEE code
- B03
- Subsection
- 501(c)(3)
- Ruling year
- 2015
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TAX EDUCATION CONFERENCE AND PROGRAMS
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Dr Stewart Karlinsky | EXECUTIVE DI | 2021-2024 | $35,000 | $155,000 | 1 |
| Barbara Phalen | EXECUTIVE AD | 2021-2024 | $35,000 | $155,000 | 2 |
Officers and directors, no compensation reported
2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Larry Langdon | BOARD MEMBER | 2021-2024 | 1 | $0 reported | 1 |
| Angela Evans | BOARD MEMBER | 2023-2024 | 1 | $0 reported | 1 |
People by year
2024 · 4 people listed · 2 paid, $70K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DR STEWART KARLINSKY | EXECUTIVE DI | 10 | $35,000 | $0 | $0 | $35,000 | 1 |
| BARBARA PHALEN | EXECUTIVE AD | 10 | $35,000 | $0 | $0 | $35,000 | 2 |
| LARRY LANGDON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ANGELA EVANS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 4 people listed · 2 paid, $100K · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DR STEWART KARLINSKY | EXECUTIVE DI | 10 | $50,000 | $0 | $0 | $50,000 | 1 |
| BARBARA PHALEN | EXECUTIVE AD | 10 | $50,000 | $0 | $0 | $50,000 | 2 |
| LARRY LANGDON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ANGELA EVANS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 3 people listed · 2 paid, $70K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEWART KARLINSKY | EXECUTIVE DI | 10 | $35,000 | - | - | $35,000 | 1 |
| BARBARA PHALEN | EXECUTIVE AD | 10 | $35,000 | - | - | $35,000 | 2 |
| LARRY LANGDON | BOARD MEMBER | 1 | $0 | - | - | $0 | 1 |
2021 · 3 people listed · 2 paid, $70K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEWART KARLINSKY | EXECUTIVE DI | 25 | $35,000 | - | - | $35,000 | 1 |
| BARBARA PHALEN | EXECUTIVE AD | 25 | $35,000 | - | - | $35,000 | 2 |
| LARRY LANGDON | BOARD MEMBER | 3 | $0 | - | - | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $230,100 | $232,344 | $96,390 | $96,390 | $11,000 | $219,100 | $70,000 | 0 | - |
| 2023 · Form 990 | ||||||||
| $244,258 | $222,632 | $98,634 | $98,634 | $6,000 | $238,258 | $100,000 | 0 | 4 |
| 2022 · Form 990EZ | ||||||||
| $177,200 | $189,685 | $77,008 | $77,008 | $132,000 | $45,200 | - | - | - |
| 2021 · Form 990EZ | ||||||||
| $60,575 | $144,263 | $89,493 | $89,493 | $21,000 | $39,575 | - | - | - |
Funders of this organization
1 grantor reported grants to this organization, $11,000 in all, tax years 2023 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2023 | 1 | $11,000 | 2023 | $11,000 | show |
Similar organizations
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| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| PACIFIC SOUTHWEST REGION NMRA | CA | B03 | $162,341 | $180,392 | DIRECTOR | $0 | Same NTEE code B03, revenue within 2x, same state |
| CLINICAL PROBLEM SOLVERS INC | CA | B03 | $147,267 | $143,339 | DIRECTOR | $0 | Same NTEE code B03, revenue within 2x, same state |
| CINEMATOGRAPHY FOR ACTORS INSTITUTE INC | CA | B03 | $119,283 | $67,100 | DIRECTOR/CHAIRPERSON | $0 | Same NTEE code B03, revenue within 2x, same state |
| THE SAN JOAQUIN VALLEY CHAPTER OF THE AMERICAN PETROLEUM INSTITUTE | CA | B03 | $128,144 | $131,067 | Chairman | $0 | Same NTEE code B03, revenue within 2x, same state |
| AEE SOCAL INC | CA | B03 | $117,955 | $111,887 | PRESIDENT | $0 | Same NTEE code B03, revenue within 2x, same state |
| PERFORMANCE DRIVEN MARKETING INSTITUTE | CA | B03 | $309,103 | $305,957 | President and CEO | $0 | Same NTEE code B03, revenue within 2x, same state |
| HAND THERAPY ASSOCIATION OF CALIFORNIA | CA | B03 | $174,485 | $111,049 | TREASURER | $0 | Same NTEE code B03, revenue within 2x, same state |
| YOUNG INVESTORS SOCIETY | CA | B03 | $372,105 | $367,607 | Board Member | $0 | Same NTEE code B03, revenue within 2x, same state |
| KERN COUNTY HISPANIC CHAMBER OF COMMERCE BUSINESS EDUCATION FOUNDA | CA | B03 | $143,051 | $89,157 | President & CEO | $0 | Same NTEE code B03, revenue within 2x, same state |
| SPECIAL DISTRICT LEADERSHIP FOUNDATION INC | CA | B03 | $119,463 | $104,274 | Board President | $0 | Same NTEE code B03, revenue within 2x, same state |
| INSTITUTE OF CHARTERED ACCOUNTANTS OF NIGERIA ICAN USA DISCTRICT | CA | B03 | $121,279 | $147,764 | CHAIRMAN | $0 | Same NTEE code B03, revenue within 2x, same state |
| SILICON VALLEY DIRECTORS EXCHANGE | CA | B03 | $191,159 | $190,477 | Executive Dir. | $120,976 | Same NTEE code B03, revenue within 2x, same state |
| ENTREPRENEURS ORGANIZATION | CA | B03 | $313,741 | $290,153 | Chairman | $0 | Same NTEE code B03, revenue within 2x, same state |
| CALIFORNIA ASSOCIATION FOR INSTITUTIONAL RESEARCH | CA | B03 | $205,304 | $211,269 | President | $0 | Same NTEE code B03, revenue within 2x, same state |
| PUBLIC SAFETY PEER SUPPORT ASSOCIATION | CA | B03 | $454,082 | $386,449 | President | $0 | Same NTEE code B03, revenue within 2x, same state |
| AMERICAN SOCIETY OF EVIDENCE BASED POLICING | CA | B03 | $210,744 | $181,996 | DIRECTOR | $39,682 | Same NTEE code B03, revenue within 2x, same state |
| LATINX MBA ASSOCIATION INC | CA | B03 | $176,342 | $162,060 | President | $0 | Same NTEE code B03, revenue within 2x, same state |
| PSYCHEDELIC LITERACY | CA | B03 | $259,791 | $100,990 | PRESIDENT | $32,917 | Same NTEE code B03, revenue within 2x, same state |
| WESTERN STATES AUTO THEFT INVESTIGATORS NORTHERN CALIFORNIA | CA | B03 | $120,921 | $52,321 | PRESIDENT | $0 | Same NTEE code B03, revenue within 2x, same state |
| SOCIETY FOR ARTIFICIAL INTELLIGENCE & STATISTICS | CA | B03 | $295,702 | $265,551 | PRESIDENT | $0 | Same NTEE code B03, revenue within 2x, same state |
| BLACK IN ROBOTICS INC | CA | B03 | $165,834 | $116,785 | SECRETARY/DI | $500 | Same NTEE code B03, revenue within 2x, same state |
| NATIONAL PREVENTION SCIENCE COALITION TO IMPROVE LIVES INC | CA | B03 | $300,201 | $301,313 | Director of Strategic Development | $89,545 | Same NTEE code B03, revenue within 2x, same state |
| CALIFORNIA ASSOCIATION OF PRIVATE SCHOOL ORGANIZATIONS | CA | B03 | $273,168 | $256,560 | Executive Dir. | $211,802 | Same NTEE code B03, revenue within 2x, same state |
| SANTA CLARA COUNTY CONSTRUCTION CAREERS ASSOCIATION S4CA | CA | B03 | $177,107 | $181,792 | Childress | $66,000 | Same NTEE code B03, revenue within 2x, same state |
| CALIFORNIA ASSOCIATION OF COLLEGES OF NURSING | CA | B03 | $115,477 | $110,791 | PRESIDENT | $0 | Same NTEE code B03, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $232,344 spent · pay $70,000 · grants $0 · events $103,410
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) Event | 7309 EVENT EXPENSES:FACIL | $103,410 | $103,410 | - | - | 44.5% |
| Pay: officers, directors, trustees, key employees | $70,000 | $70,000 | - | - | 30.1% | |
| Travel | $23,550 | $23,550 | - | - | 10.1% | |
| Other (as described) | 8522 SCHOLARSHIP AWARD | $12,000 | $12,000 | - | - | 5.2% |
| All other expenses | $8,684 | $8,684 | - | - | 3.7% | |
| Other (as described) | OUTSIDE CONTRACTOR FEES | $6,188 | $6,188 | - | - | 2.7% |
| Other (as described) | 8540 CONTRACT SERVICES:WE | $3,860 | $3,860 | - | - | 1.7% |
| Fees: accounting | $2,658 | $2,658 | - | - | 1.1% | |
| Information technology | $1,994 | $1,994 | - | - | 0.9% | |
| Total | $232,344 | 100% |
2023 · Form 990 · $222,632 spent · pay $101,300 · grants $0 · events $93,846
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $100,000 | $100,000 | - | - | 44.9% | |
| Other (as described) Event | 7309 EVENT EXPENSES:FACIL | $72,537 | $72,537 | - | - | 32.6% |
| Other (as described) Event | 7505 EVENT EXPENSES:SPEAK | $15,534 | $15,534 | - | - | 7.0% |
| All other expenses | $11,484 | $11,484 | - | - | 5.2% | |
| Other (as described) | 8522 SCHOLARSHIP AWARD | $10,000 | $10,000 | - | - | 4.5% |
| Other (as described) Event | 7509 EVENT EXPENSES:SUPPL | $5,775 | $5,775 | - | - | 2.6% |
| Fees: accounting | $2,916 | $2,916 | - | - | 1.3% | |
| Information technology | $2,606 | $2,606 | - | - | 1.2% | |
| Other salaries and wages | $1,300 | $1,300 | - | - | 0.6% | |
| Advertising and promotion | $480 | $480 | - | - | 0.2% | |
| Total | $222,632 | 100% |
2022 · Form 990EZ · $189,685 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Occupancy, rent, utilities, maintenance | $93,940 | 49.5% | |
| Fees to independent contractors | $82,341 | 43.4% | |
| Printing, publications, postage | $7,525 | 4.0% | |
| Other expenses (detail on Schedule O) | $5,879 | 3.1% | |
| Total | $189,685 | 100% |
2021 · Form 990EZ · $144,263 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Fees to independent contractors | $79,147 | 54.9% | |
| Occupancy, rent, utilities, maintenance | $50,783 | 35.2% | |
| Printing, publications, postage | $8,747 | 6.1% | |
| Other expenses (detail on Schedule O) | $5,586 | 3.9% | |
| Total | $144,263 | 100% |