2023-05-08T21:45:59-05:00 2022-12-31 411431613 BERGANKDV LTD 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990 2022-01-01 421105304 IOWANS FOR TAX RELIEF IOWA 5632883600 7601 OFFICE PLAZA DR NORTH 140 WEST DES MOINES IA 50266 CHRISTOPHER HAGENOW PRESIDENT 5632883600 2023-05-04 1 CHRISTOPHER HAGENOW 999009999 0 KATHLEEN NEW CPA P01320485 5157275700 2023-05-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTOPHER HAGENOW 7601 OFFICE PLAZA DR NORTH 140 WEST DES MOINES IA 50266 4974609 0 X WWW.TAXRELIEF.ORG X 1978 IA PROMOTE SOCIAL WELFARE BY EDUCATING THE PUBLIC AND LOBBYING. 3 2 6 2 0 0 27513 4358 0 0 922950 363759 0 0 950463 368117 0 0 0 0 0 0 0 0 37975 656601 655027 656601 655027 293862 -286910 10086999 8052556 92386 62989 9994613 7989567 PROMOTE SOCIAL WELFARE BY EDUCATING THE GENERAL PUBLIC AND LOBBYING OUR POLITICIANS ABOUT LIMITING TAXES, LIMITING GOVERNMENT SPENDING, MINIMIZING DEBT, BALANCING BUDGETS, RESTORING LIMITED GOVERNMENT, CONTROLLING INFLATION, DEFENDING FREEDOM AND PROVIDING JOBS. 0 0 243702 COMMUNICATIONS AND DIGITAL OUTREACH TO THE PUBLIC AND ITR MEMBERS ABOUT TAXES, SPENDING, AND OTHER LIMITED GOVERMENT AND FREE MARKET PRINCIPLES 161488 PUBLIC OUTREACH AND ENGAGEMENT AND EDUCATIONAL MEETINGS 71299 LEGISLATIVE LOBBYING AND DIRECT ADVOCACY FOR IOWA LEGISLATIVE ISSUES 476489 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 X 4 0 1 6 1 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X KAREN BROOKHART 5632883600 2610 PARK AVE MUSCATINE IA 52761 CHRISTOPHER HAGENOW PRESIDENT STARTING MAY 22.00 18.00 X X 0 152302 20992 PETER VOORHEES CHAIRMAN 2.00 3.00 X X 0 0 0 JOSHUA BOYER SECRETARY 2.00 X X 0 0 0 CHRISTOPHER INGSTAD PRESIDENT ENDING MAY 22.00 18.00 X X 0 187959 20992 DAN STEELE VICE PRESIDENT 22.00 18.00 X 0 159460 13734 ERNIE ADKINSON EMPLOYEE THROUGH NOVEMBER 22.00 18.00 X 0 123115 21043 0 622836 76761 0 0 1 0 0 4358 4358 250523 250523 4719728 4606492 113236 113236 113236 368117 113236 0 250523 X 15023 15023 5537 5537 42612 42612 16715 16715 6273 6273 16715 15252 727 736 22122 18804 2212 1106 29740 29740 9226 7842 461 923 14664 12586 1224 854 2271 2271 SALARIES AND WAGES 462919 393480 46293 23146 FUNDRAISING EXPENSE 11210 11210 655027 476489 140563 37975 1001713 583524 9085286 7469032 10086999 8052556 92386 62989 92386 62989 X 1434414 2192788 8560199 5796779 9994613 7989567 10086999 8052556 -286910 -1718136 0 X 0 0 0 4150785 -597235 179175 3374375 3839475 492537 181227 4150785 3506785 501413 168723 3839475 3133309 542705 169229 3506785 3407739 -102403 172027 3133309 1.00000 0 0 0 FORM 990, SCHEDULE D, PART V, LINE 4: THIS ENDOWMENT FUND IS OUR ORGANIZATION'S PERMANENT FUND FOR PRO-TAXPAYER ACTION (PERMANENTLY RESTRICTED NET ASSETS) FOR THE PURPOSE OF PROVIDING INCOME FOR OUR PRO-TAXPAYER SERVICES. DURING EACH YEAR AN AMOUNT EQUAL TO 5% OF THE ROLLING 12 QUARTERS' AVERAGE OF THE MARKET VALUE OF THE PERMANENT FUND IS TRANSFERRED FROM THE PERMANENT FUND TO OUR UNRESTRICTED FUND AND IS AVAILABLE FOR PROGRAM SERVICES. X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER INGSTAD PRESIDENT ENDING MAY 0 187959 0 0 0 0 0 8000 0 12992 0 208951 0 0 CHRISTOPHER HAGENOW PRESIDENT STARTING MAY 0 152302 0 0 0 0 0 8000 0 12992 0 173294 0 0 DAN STEELE VICE PRESIDENT 0 159460 0 0 0 0 0 8000 0 5734 0 173194 0 0 FORM 990, PART V, LINE 2 EMPLOYEES REPORTED ON THIS LINE ARE EMPLOYEES OF A COMMON PAYMASTER. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS, HOWEVER, THE MEMBERS DO NOT HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S PROCESS TO REVIEW FORM 990 IS TO PROVIDE A COPY TO ALL BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OUR CONFLICT OF INTEREST POLICY INCLUDES OUR ORGANIZATION AND ALL RELATED ORGANIZATIONS, AND APPLIES TO ALL DIRECTORS, OFFICERS, AND EMPLOYEES THAT MAY INFLUENCE THE ACTIONS OF THE ORGANIZATION. IF A PERCEIVED CONFLICT EXISTS, DISCLOSURE OF ALL RELEVANT FACTS AND CIRCUMSTANCES IS BROUGHT TO THE ATTENTION OF THE BOARD OF DIRECTORS, AT WHICH POINT IT IS DETERMINED IF A CONFLICT ACTUALLY EXISTS. IF A CONFLICT IS DECIDED TO EXIST, ANY BOARD MEMBER WITH A CONFLICTING INTEREST IS EXCLUDED FROM DISCUSSION ABOUT THE TRANSACTION, INCLUDING VOTING. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL COMPENSATION SCHEDULE FOR ALL EMPLOYEES OF THREE OF OUR FOUR RELATED ORGANIZATIONS (IOWANS FOR TAX RELIEF, IOWANS FOR TAX RELIEF FOUNDATION, AND TAX EDUCATION SUPPORT ORGANIZATION) IS REVIEWED TOGETHER WITH COMPARABILITY INFORMATION AND IS APPROVED BY OUR PERSONNEL AND COMPENSATION COMMITTEE, WHICH SERVES THESE THREE ORGANIZATIONS. THIS COMMITTEE CONSISTS OF TWO INDEPENDENT DIRECTORS WHO RECEIVES NO COMPENSATION FROM ANY OF OUR ORGANIZATIONS, AND ONE INTERESTED DIRECTOR. ALL PAYROLL IS PROCESSED THROUGH TAX EDUCATION SUPPORT ORGANIZATION AS COMMON PAYMASTER, AND IS REIMBURSED BY THIS ORGANIZATION FOR ITS SHARE OF PAYROLL AND EMPLOYMENT COSTS. FORM 990, PART VI, SECTION C, LINE 19 OUR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. WE MAY MAKE THEM AVAILABLE IN SPECIFIC SITUATIONS WHEN WE BELIEVE THIS IS CONSISTENT WITH OUR MISSION AND IN THE BEST INTEREST OF OUR MEMBERS. FORM 990, PART IX, LINE 24A EMPLOYEES OF THE ORGANIZATION ARE PAID THROUGH A COMMON PAY MASTER. THE NATURAL EXPENSE CATEGORIES WOULD BE REPORTED AS FOLLOWS: COMPENSATION OF CURRENT OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES: 188,366 OTHER SALARIES AND WAGES: 197,400 PENSION PLAN CONTRIBUTIONS: 23,762 OTHER EMPLOYEE BENEFITS: 21,157 PAYROLL TAXES: 32,235 IOWANS FOR TAX RELIEF FOUNDATION 2610 PARK AVENUE MUSCATINE IA 52761 421184154 EDUCATION ON TAXES AND SPENDING IA 501(C)(3) LINE 7 0 TAX EDUCATION SUPPORT ORGANIZATION 2610 PARK AVENUE MUSCATINE IA 52761 421245565 EDUCATION ON TAXES AND SPENDING IA 501(C)(3) LINE 12B, II IOWANS FOR TAX RELIEF FOUNDATION 1 IOWANS FOR TAX RELIEF PAC 2610 PARK AVENUE MUSCATINE IA 52761 421214646 PAC IA IOWANS FOR TAX RELIEF C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 TAX EDUCATION SUPPORT ORGANIZATION O 462920 COST TAX EDUCATION SUPPORT ORGANIZATION P 45115 COST