Nonprofit · EIN 13-3685627
WALL STREET TAX EDUCATIONAL CORPORATION
Tax-exempt · NEW YORK, NY 10018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $260,190 | $257,389 | $2,801 | $284,520 | $67,970 | $216,550 |
| June 30, 2024 | 990 | $196,196 | $273,588 | -$77,392 | $253,090 | $6,970 | $246,120 |
| June 30, 2023 | 990 | $178,753 | $287,471 | -$108,718 | $324,275 | $0 | $324,275 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $134,435
- Membership dues
- $134,435
- Program service revenue
- $125,727
- Investment income
- $28
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $28,935
- Program services (functional)
- $215,108
- Management and general (functional)
- $42,281
Balance sheet and other
- Total assets, start of year
- $253,090
- Total assets, end of year
- $284,520
- Total liabilities, end of year
- $67,970
- Net assets, end of year
- $216,550
- Net assets without donor restrictions
- $216,550
- Gross receipts
- $260,190
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1992
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES NOLAN | PRESIDENT Trustee or director, Officer | 2 | $0 |
| KEVIN SALINGER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| RISA DORSKY | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| NATAN HECHT | TREASURER Trustee or director, Officer | 2 | $0 |
| DANIEL IACOVITTI | SECRETARY Trustee or director, Officer | 2 | $0 |
| Maria Russo | DIRECTOR Trustee or director | 1 | $0 |
| Michael Witmer | DIRECTOR Trustee or director | 1 | $0 |
| Amanda Ryles | DIRECTOR Trustee or director | 1 | $0 |
| Ari Cohen | DIRECTOR Trustee or director | 1 | $0 |
| Reza Sarmasti | DIRECTOR Trustee or director | 1 | $0 |
| Nick Machen | DIRECTOR Trustee or director | 1 | $0 |
| Rebecca Reeb | DIRECTOR Trustee or director | 1 | $0 |
| Shimon Berger | DIRECTOR Trustee or director | 1 | $0 |
| JoAnn Mercurio | DIRECTOR Trustee or director | 1 | $0 |
| Yehuda Biber | DIRECTOR Trustee or director | 1 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dan Frenkel | DIRECTOR Trustee or director | 1 | $0 |
| JJ Klein | DIRECTOR Trustee or director | 1 | $0 |
| Susan Ludwigson | DIRECTOR Trustee or director | 1 | $0 |
| Jonathan Silver | DIRECTOR Trustee or director | 1 | $0 |
| Brian Forschino | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN FORSCHINO | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS PINHO | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL IACOVITTI | SECRETARY Trustee or director, Officer | 2 | $0 |
| DAVID ARROYO | DIRECTOR Trustee or director | 1 | $0 |
| JAMES NOLAN | PRESIDENT Trustee or director | 2 | $0 |
| JOANN MERCURIO | DIRECTOR Trustee or director | 1 | $0 |
| JOHN SHANAHAN | DIRECTOR Trustee or director | 1 | $0 |
| JONATHAN SILVER | DIRECTOR Trustee or director | 1 | $0 |
| KARAN MOSLEY | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN SALINGER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| MARIA RUSSO | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL WITMER | DIRECTOR Trustee or director | 1 | $0 |
| NATAN HECHT | TREASURER Trustee or director, Officer | 2 | $0 |
| NICK MACHEN | DIRECTOR Trustee or director | 1 | $0 |
| RISA DORSKY | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| SHIMON BERGER | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN LUDWIGSON | DIRECTOR Trustee or director | 1 | $0 |
| TODD ORLICH | DIRECTOR Trustee or director | 1 | $0 |
| YEHUDA BIBER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN FORSCHINO | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS PINHO | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL IACOVITTI | SECRETARY Trustee or director, Officer | 2 | $0 |
| DAVID ARROYO | DIRECTOR Trustee or director | 1 | $0 |
| JAMES NOLAN | PRESIDENT Trustee or director | 2 | $0 |
| JOANN MERCURIO | DIRECTOR Trustee or director | 1 | $0 |
| JOHN SHANAHAN | DIRECTOR Trustee or director | 1 | $0 |
| JONATHAN SILVER | DIRECTOR Trustee or director | 1 | $0 |
| KARAN MOSLEY | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN SALINGER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| MARIA RUSSO | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL WITMER | DIRECTOR Trustee or director | 1 | $0 |
| NATAN HECHT | TREASURER Trustee or director, Officer | 2 | $0 |
| NICK MACHEN | DIRECTOR Trustee or director | 1 | $0 |
| RISA DORSKY | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| SHIMON BERGER | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN LUDWIGSON | DIRECTOR Trustee or director | 1 | $0 |
| TODD ORLICH | DIRECTOR Trustee or director | 1 | $0 |
| YEHUDA BIBER | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- C/O WSB 1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018-0000
- In care of
- % JAMES NOLAN
- Principal officer (990 for 2024)
- JAMES NOLAN, C/O WSB 1411 BROADWAY 9TH FLOOR, New York, NY 10018
- Signed the 990
- JAMES NOLAN, PRESIDENT
- Phone
- (973) 228-3500
- Website
- WWW.WALLSTREETTAXASSOC.ORG
- Return prepared by
- WithumSmithBrown PC
Mission
EDUCATIONAL SEMINARS TO PROMOTE A BETTER UNDERSTANDING OF TAX KNOWLEDGE SURROUNDING THE WALL STREET COMMUNITY.
Program accomplishments
- EDUCATIONAL SEMINARS TO PROMOTE A BETTER UNDERSTANDING OF TAX KNOWLEDGE SURROUNDING THE WALL STREET COMMUNITY.Expenses $215,108 · revenue $125,727
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 13-3685627
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $284,520
- Income (IRS master file)
- $260,190
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $260,190 | $257,389 | $284,520 | IRS |
| 990 | June 2024 | $196,196 | $273,588 | $253,090 | IRS |
| 990 | June 2023 | $178,753 | $287,471 | $324,275 | XML |
| 990 | June 2022 | $219,662 | $18,651 | $432,993 | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3685627).
Questions about WALL STREET TAX EDUCATIONAL CORPORATION
- What is the EIN of WALL STREET TAX EDUCATIONAL CORPORATION?
- The employer identification number (EIN) of WALL STREET TAX EDUCATIONAL CORPORATION is 13-3685627.
- Is WALL STREET TAX EDUCATIONAL CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to WALL STREET TAX EDUCATIONAL CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WALL STREET TAX EDUCATIONAL CORPORATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WALL STREET TAX EDUCATIONAL CORPORATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALL STREET TAX EDUCATIONAL CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WALL STREET TAX EDUCATIONAL CORPORATION?
- The 990 for the year ended June 30, 2025 names JAMES NOLAN.
- Who are the officers and directors of WALL STREET TAX EDUCATIONAL CORPORATION?
- The 990 for the year ended June 30, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does WALL STREET TAX EDUCATIONAL CORPORATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $260,190, expenses of $257,389 and total assets of $284,520 at year end.
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