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Nonprofit · EIN 47-5003408

PACIFIC TAX POLICY INSTITUTE INC

Tax-exempt · CAPITOLA, CA 95010

Financials

$244K$223K2023$230K$232K2024
Revenue Expenses · by fiscal year end
Financials of PACIFIC TAX POLICY INSTITUTE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$230,100$232,344-$2,244$96,390$0$96,390
December 31, 2023990$244,258$222,632$21,626$98,634$0$98,634
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$11,000
Program service revenue
$219,100
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$70,000
Salaries, compensation and benefits (total)
$70,000
Professional fundraising fees
$0
Accounting fees
$2,658
Travel
$23,550
Program services (functional)
$232,344

Balance sheet and other

Total assets, start of year
$98,634
Total assets, end of year
$96,390
Total liabilities, end of year
$0
Net assets, end of year
$96,390
Gross receipts
$230,100
Employees
0
Year formed
2015
State of legal domicile
CA

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
DR STEWART KARLINSKYEXECUTIVE DI
Trustee or director, Officer
10$35,000
BARBARA PHALENEXECUTIVE AD
Trustee or director, Officer
10$35,000
LARRY LANGDONBOARD MEMBER
Trustee or director
1$0
ANGELA EVANSBOARD MEMBER
Trustee or director
1$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
DR STEWART KARLINSKYEXECUTIVE DI
Trustee or director, Officer
10$50,000
BARBARA PHALENEXECUTIVE AD
Trustee or director, Officer
10$50,000
LARRY LANGDONBOARD MEMBER
Trustee or director
1$0
ANGELA EVANSBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
2121 41ST AVE STE 301, CAPITOLA, CA 95010-2059
In care of
% BARBARA PHALEN
Principal officer (990 for 2024)
DR STEWART KARLINSKY, 2121 41ST AVE STE 301, CAPITOLA, CA 95010
Signed the 990
DR STEWART KARLINSKY, EXECUTIVE DIRECTOR
Phone
(831) 239-0620
Return prepared by
MAULDIN & COMPANY

California records

California keeps its own records of charities and corporations. Search them by EIN 47-5003408 or by the name PACIFIC TAX POLICY INSTITUTE INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TAX EDUCATION CONFERENCE AND PROGRAMS

990 for the year ended December 31, 2024

Program accomplishments

  • PLANNING AND EXECUTION ANNUAL PACIFIC RIM TAX CONFERENCE FOR IN PERSON CONFERENCE AND BEGAN PLANNING FOR NEXT YEAR ANNUAL CONFERENCE
    Expenses $232,344 · revenue $219,100

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
47-5003408
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2015
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B03)
Assets (IRS master file)
$96,390
Income (IRS master file)
$230,100

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$230,100$232,344$96,390XML
990December 2023$244,258$222,632$98,634XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––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 47-5003408).

Questions about PACIFIC TAX POLICY INSTITUTE INC

What is the EIN of PACIFIC TAX POLICY INSTITUTE INC?
The employer identification number (EIN) of PACIFIC TAX POLICY INSTITUTE INC is 47-5003408.
Is PACIFIC TAX POLICY INSTITUTE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to PACIFIC TAX POLICY INSTITUTE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PACIFIC TAX POLICY INSTITUTE INC 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 PACIFIC TAX POLICY INSTITUTE INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PACIFIC TAX POLICY INSTITUTE INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of PACIFIC TAX POLICY INSTITUTE INC?
The 990 for the year ended December 31, 2024 names DR STEWART KARLINSKY.
Who are the officers and directors of PACIFIC TAX POLICY INSTITUTE INC?
The 990 for the year ended December 31, 2024 lists 4 people; 2 received compensation from the organization, the highest $35,000 (DR STEWART KARLINSKY, EXECUTIVE DI).
How much revenue does PACIFIC TAX POLICY INSTITUTE INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $230,100, expenses of $232,344 and total assets of $96,390 at year end.

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