2025-05-14T08:06:16-05:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-01-01 421105304 IOWANS FOR TAX RELIEF IOWA 5632883600 PO BOX 39 WAUKEE IA 50263 CHRISTOPHER HAGENOW PRESIDENT 5632883600 2025-05-12 1 1 MICHELLE M HEKEL P01440878 3192346885 2025-05-01 2024 2025-03-06 01:10:19Z CHRISTOPHER HAGENOW PO BOX 39 WAUKEE IA 50263 3088533 0 X WWW.TAXRELIEF.ORG X 1978 IA PROMOTE SOCIAL WELFARE BY EDUCATING THE PUBLIC AND LOBBYING. 3 2 3 2 0 0 4170 736 0 0 211797 338923 0 0 215967 339659 0 0 0 0 303596 244801 0 0 16189 159867 176511 463463 421312 -247496 -81653 8555101 8822538 28655 23487 8526446 8799051 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 206767 COMMUNICATIONS AND DIGITAL OUTREACH TO THE PUBLIC AND ITR MEMBERS ABOUT TAXES, SPENDING, AND OTHER LIMITED GOVERMENT AND FREE MARKET PRINCIPLES 48384 LEGISLATIVE LOBBYING AND DIRECT ADVOCACY FOR IOWA LEGISLATIVE ISSUES 40259 PUBLIC OUTREACH AND ENGAGEMENT AND EDUCATIONAL MEETINGS 295410 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 5 0 1 3 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, TREASURER 22.00 18.00 X X 92846 75965 23147 PETER VOORHEES CHAIRMAN 1.00 3.00 X X 0 0 0 JOSHUA BOYER VP, SECRETARY 1.00 X X 0 0 0 DAN STEELE VICE PRESIDENT 22.00 18.00 X 93219 76270 20884 186065 152235 44031 0 0 1 0 0 736 736 233881 233881 2853916 2748874 105042 105042 105042 339659 0 0 338923 210282 178740 21028 10514 13966 11871 1397 698 4840 4114 484 242 938 797 94 47 14775 12559 1477 739 30781 30781 12500 12500 46582 46582 19000 19000 4403 4403 18460 17072 677 711 6854 5826 685 343 26848 22821 2685 1342 4239 3603 212 424 2342 2104 7 231 3604 3604 FUNDRAISING EXPENSE 898 898 421312 295410 109713 16189 406958 196033 2500 0 500 5500 8145143 8621005 8555101 8822538 28655 23487 28655 23487 X 2201940 2130912 6324506 6668139 8526446 8799051 8555101 8822538 -81653 354258 0 X 0 0 0 3016321 252302 179615 3089008 3374375 -178067 179987 3016321 4150785 -597235 179175 3374375 3839475 492537 181227 4150785 3506785 501413 168723 3839475 1.00000 0 0 0 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 HAGENOW PRESIDENT, TREASURER 92846 75965 0 0 0 0 4400 3600 8331 6816 105577 86381 0 0 DAN STEELE VICE PRESIDENT 93219 76270 0 0 0 0 4400 3600 7086 5798 104705 85668 0 0 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, LINES 5 - 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 FOUNDATION PO BOX 39 WAUKEE IA 50263 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 PO BOX 39 WAUKEE IA 50263 421214645 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 P 288491 COST