2024-05-02T14:04:05-05:00 2023-06-30 221478099 COHNREZNICK LLP 1301 AVENUE OF THE AMERICAS NEW YORK NY 10019 990 2022-07-01 133685627 WALL STREET TAX EDUCATIONAL CORPORATION WALL 9732283500 CO CRZ 14 SYLVAN WAY 3RD FL PARSIPPANY NJ 07054 JAMES NOLAN PRESIDENT 9732283500 2024-05-02 1 JAMES NOLAN 999009999 1 LORI ROTHE YOKOBOSKY CPA P01273422 2122970400 2024-04-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES NOLAN C/O CRZ 14 SYLVAN WAY 3RD FL PARSIPPANY NJ 07054 178753 0 X WWW.WALLSTREETTAXASSOC.ORG X 1992 NY EDUCATIONAL SEMINARS TO PROMOTE A BETTER UNDERSTANDING OF TAX KNOWLEDGE SURROUNDING THE WALL STREET COMMUNITY. 28 28 0 29 0 0 128950 68400 90698 110325 14 28 0 0 219662 178753 0 0 0 0 0 0 0 0 0 18651 287471 18651 287471 201011 -108718 432993 324275 0 0 432993 324275 EDUCATIONAL SEMINARS TO PROMOTE A BETTER UNDERSTANDING OF TAX KNOWLEDGE SURROUNDING THE WALL STREET COMMUNITY. 0 0 280646 110325 EDUCATIONAL SEMINARS TO PROMOTE A BETTER UNDERSTANDING OF TAX KNOWLEDGE SURROUNDING THE WALL STREET COMMUNITY. 280646 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 NY X JAMES NOLAN 9732283500 C/O COHNREZNICK 14 SYLVAN WAY 3RD PARISPPANY NJ 07054 X BRIAN FORSCHINO DIRECTOR 1.00 1.00 X 0 0 0 CHRIS PINHO DIRECTOR 1.00 1.00 X 0 0 0 DANIEL IACOVITTI SECRETARY 2.00 2.00 X X 0 0 0 DAVID ARROYO DIRECTOR 1.00 1.00 X 0 0 0 JAMES NOLAN PRESIDENT 2.00 2.00 X 0 0 0 JOANN MERCURIO DIRECTOR 1.00 1.00 X 0 0 0 JOHN SHANAHAN DIRECTOR 1.00 1.00 X 0 0 0 JONATHAN SILVER DIRECTOR 1.00 1.00 X 0 0 0 KARAN MOSLEY DIRECTOR 1.00 1.00 X 0 0 0 KEVIN SALINGER VICE PRESIDENT 2.00 2.00 X X 0 0 0 MARIA RUSSO DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL WITMER DIRECTOR 1.00 1.00 X 0 0 0 NATAN HECHT TREASURER 2.00 2.00 X X 0 0 0 NICK MACHEN DIRECTOR 1.00 1.00 X 0 0 0 RISA DORSKY VICE PRESIDENT 2.00 2.00 X X 0 0 0 SHIMON BERGER DIRECTOR 1.00 1.00 X 0 0 0 SUSAN LUDWIGSON DIRECTOR 1.00 1.00 X 0 0 0 TODD ORLICH DIRECTOR 1.00 1.00 X 0 0 0 YEHUDA BIBER DIRECTOR 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 0 68400 68400 TRAINING SEMINARS 611430 110325 110325 110325 28 28 178753 110325 0 28 6825 6825 22620 22620 4105 4105 3429 3429 SEMINAR EXPENSES 249818 249818 674 674 287471 280646 6825 0 402813 294095 30180 30180 432993 324275 0 0 X 432993 324275 432993 324275 432993 324275 -108718 0 X 0 0 0 X X 1 WALL STREET TAX ASSOCIATION INC 237388274 10 1 250493 0 1 250493 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, LINE 3B: WALL STREET TAX EDUCATIONAL CORPORATION (WSTEC) WAS ORGANIZED TO SUPPORT THE PURPOSES OF THE WALL STREET TAX ASSOCIATION, INC. (WSTA) IN FURTHERANCE OF THEIR VARIOUS CHARITABLE AND EDUCATIONAL PROGRAMS. WSTA IS A PROFESSIONAL ASSOCIATION ORGANIZED AND EXEMPT UNDER 501(C)(6) OF THE INTERNAL REVENUE CODE. IT SHOULD BE NOTED THAT IF WSTA WERE AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE, IT WOULD NOT BE A PRIVATE FOUNDATION BY REASON OF CODE SECTION 509(A)(2). UNDER CODE SECTION 509(A)(3), AN ORGANIZATION MAY BE FORMED TO SUPPORT AN ORGANIZATION OF THIS TYPE. WSTEC WAS CREATED FOR THIS PURPOSE. WSTA'S PRIMARY EDUCATIONAL PURPOSE IS TO ADVANCE WALL STREET PROFESSIONALS. THE SOLE PURPOSE OF WSTEC IS TO SUPPORT AND ASSIST IN THE EDUCATIONAL AND OTHER CHARITABLE PURPOSES OF WSTA WHICH ARE DESCRIBED IN SECTION 170(C)(2) OF THE CODE. WSTEC IS A MEMBERSHIP ORGANIZATION WITH WSTA AS ITS SOLE MEMBER. AS THE SOLE MEMBER, WSTA ELECTS ALL OF THE FUND'S DIRECTORS. WSTEC IS, THEREFORE, CONTROLLED BY WSTA. SCHEDULE A, PART IV, LINE 3C: THE ORGANIZATION PRIMARILY SUPPORTS THE CHARITABLE AND EDUCATIONAL PURPOSES OF WALL STREET TAX ASSOCIATION, INC. THROUGH CONDUCTING CONFERENCES AND OTHER EDUCATIONAL EVENTS DESIGNED TO EDUCATION AND INCREASE UNDERSTANDING OF TAX ISSUES. THESE EVENTS AND THE RELATED ACTIVITIES ARE CONDUCTED AND OVERSEEN BY WALL STREET TAX EDUCATIONAL CORPORATION AND ITS BOARD OF DIRECTORS, THEREBY ENSURING THAT THE CHARITABLE FUNDS ARE USED PROPERLY. 0 DUE TO/FROM WSTA 30180 30180 FORM 990, PART VI, SECTION A, LINE 6 WALL STREET TAX ASSOCIATION, INC. (THE "ASSOCIATION") IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE ASSOCIATION HAVE THE RIGHT TO ELECT OR APPOINT MEMBERS TO THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE TREASURER PRIOR TO SUBMISSION. TREASURER DISSEMINATES THE INFORMATION TO OTHER DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C A COVERED PERSON HAS A DUTY TO DISCLOSE IN GOOD FAITH TO THE BOARD OF DIRECTORS OF THE CORPORATION (THE "BOARD") THE MATERIAL FACTS OF ANY PROPOSED TRANSACTION OF THE CORPORATION IN WHICH SUCH COVERED PERSON OR A RELATED PARTY OF SUCH COVERED PERSON HAS ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THE DISCLOSURE SHOULD BE MADE PRIOR TO ANY CONSIDERATION OF SUCH PROPOSED TRANSACTION BY THE BOARD OR BY ANY APPLICABLE COMMITTEE OF THE BOARD, OR PROMPTLY AFTER SUCH PERSON HAS KNOWLEDGE OF THE RELEVANT FACTS IF HE OR SHE HAS NO ACTUAL KNOWLEDGE PRIOR TO THE RELEVANT BOARD OR COMMITTEE ACTION. THE BOARD WILL REVIEW ANY SUCH DISCLOSURE TO DETERMINE WHETHER AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXISTS AND, IF SO, WILL FOLLOW THE PROCEDURES SET FORTH BELOW. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS AVAILABLE UPON REQUEST. WALL STREET TAX ASSOCIATION INC 14 SYLVAN WAY 3RD FLOOR PARSIPPANY NJ 07054 237388274 ASSOCIATION NJ 501(C)(6) N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0