2024-05-15T01:02:04-05:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990 2023-01-01 421184154 IOWANS FOR TAX RELIEF FOUNDATION TAXE 5632883582 7601 OFFICE PLAZA DRIVE 140 WEST DES MOINES IA 50266 ROBERT SOLT PRESIDENT 5632883582 2024-05-14 1 ROBERT SOLT 999009999 0 KATHRYN R ROTH CPA P01298804 5157275700 2024-05-09 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z CHRISTOPHER S INGSTAD 7601 OFFICE PLAZA DRIVE 140 WEST DES MOINES IA 50266 378581 0 X WWW.ITRFOUNDATION.ORG X 1982 IA TO CONDUCT, PROVIDE, SPONSOR, AND CONTRIBUTE TO EDUCATION AND RESEARCH ON FACTS, METHODS, AND PRINCIPLES OF TAXATION, GOVERNMENT SPENDING, AND LIMITED GOVERNMENT. 5 3 0 3 0 0 62070 369584 0 0 53 8997 0 0 62123 378581 0 0 0 0 0 28331 0 6839 49965 23015 98800 23015 133970 39108 244611 225896 477843 1528 8864 224368 468979 TO CONDUCT, PROVIDE, SPONSOR, AND CONTRIBUTE TO EDUCATION AND RESEARCH ON FACTS, METHODS, AND PRINCIPLES OF TAXATION, GOVERNMENT SPENDING, AND LIMITED GOVERNMENT. 0 0 68343 TO ENSURE EVERY IOWAN CAN ACHIEVE THE AMERICAN DREAM BY FOSTERING: A PRO-GROWTH TAX CODE, A FRIENDLY BUSINESS CLIMATE, AND AN EDUCATION SYSTEM THAT PREPARES RESPONSIBLE LEADERS AND CITIZENS FOR THE WORKFORCE. 68343 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X KAREN BROOKHART 5632883582 7601 OFFICE PLAZA DRIVE SUITE 140 WEST DES MOINES IA 50266 CHRISTOPHER INGSTAD PRESIDENT 20.00 20.00 X X 0 211328 22597 RICHARD R PHILLIPS VP, SECRETARY, TREASURER 20.00 20.00 X X 0 262893 21692 PETER E VOORHEES CHAIRMAN 1.00 X X 0 0 0 BRYAN OGHE VICE CHAIRMAN 1.00 X X 0 0 0 CHARLES ESPY DIRECTOR 1.00 X 0 0 0 0 474221 44289 0 0 1 0 0 369584 369584 8997 8997 378581 0 0 8997 X 24508 20833 2449 1226 1112 945 111 56 1339 1138 134 67 1372 1166 137 69 6740 6740 6839 6839 18128 16628 1500 9950 9950 45735 4782 745 40208 2914 2914 123 123 5072 5072 2138 2138 COMMISSIONED STUDIES 4650 4650 PUBLIC OPINION POLLS 3056 3056 PUBLICATIONS AND DUES 294 294 133970 68343 15662 49965 224827 477843 1069 225896 477843 1528 8864 1528 8864 X 224368 468979 224368 468979 225896 477843 244611 0 X 0 0 0 X 32662 40139 100336 62070 369584 604791 32662 40139 100336 62070 369584 604791 32932 571859 274 57 38 53 8997 9419 614210 0.93100 0.75460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 RICHARD R PHILLIPS VP, SECRETARY, TREASURER 0 258393 0 4500 0 0 0 8000 0 13692 0 284585 0 0 CHRISTOPHER INGSTAD PRESIDENT 0 206828 0 4500 0 0 0 8000 0 14597 0 233925 0 0 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 11G INDEPENDENT CONTRACTORS: PROGRAM SERVICE EXPENSES 16,628. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,500. TOTAL EXPENSES 18,128. FORM 990, PART IX, LINES 7 -10 EMPLOYEES OF THE ORGANIZATION ARE PAID THROUGH A COMMON PAY MASTER. AS SUCH, TAX EDUCATION SUPPORT ORGANIZATION IS RESPONSIBLE FOR FILING FORMS 941 AND W-2'S UNDER ITS TAX IDENTIFICATION NUMBER, NOT THE ORGANIZATION'S TAX IDENTIFICATION NUMBER. IOWANS FOR TAX RELIEF 7601 OFFICE PLAZA DRIVE NORTH WEST DES MOINES IA 50266 421105304 EDUCATION ON TAXES AND SPENDING IA 501(C)(4) 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 421214645 PAC IA IOWANS FOR TAX RELIEF C 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0