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EIN 47-3743949

Private Wealth & Taxation Institute

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Mineola
State
New York
Year formed
2016
Most recent tax filings
2023-12-01
NTEE code, primary
B60: Adult, Continuing Education
Description
Private Wealth & Taxation Institute provides continued professional education for individuals in the field of wealth management and taxation. The organization offers a wide range of educational programs and resources to stay up-to-date with the latest industry trends and developments. Their mission is to provide high-quality education and professional development opportunities to help individuals enhance their skills and advance their careers. As an education-based organization, they are committed to providing general education programs that meet the needs of professionals in this field.
Also known as...
Private Wealth and Taxation Institute
Total revenues
$0
2023
Total expenses
$485
2023
Total assets
$4,877
2023
Num. employees
n/a

Personnel at Private Wealth & Taxation Institute

NameTitleCompensation
Dawn LaffinDirector$0

Financials for Private Wealth & Taxation Institute

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$0
Membership dues$0
Investment income and dividends$0
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$0

Form 990s for Private Wealth & Taxation Institute

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-14990EZView PDF
2022-122023-05-11990EZView PDF
2021-122022-05-11990EZView PDF
2020-122021-07-29990EZView PDF
2019-122022-04-08990EZView PDF
...and 4 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
July 19, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
May 13, 2023
Used new vendors
Identified 1 new vendor, including
February 3, 2023
Posted financials
Added Form 990EZ for fiscal year 2019
October 11, 2021
Posted financials
Added Form 990EZ for fiscal year 2020
Nonprofit Types
Employment organizationsSchoolsAdult education providersCharities
Issues
Education
Characteristics
Partially liquidatedTax deductible donationsNo full-time employees
General information
Address
190 Willis Ave
Mineola, NY 11501
Metro area
New York-Newark-Jersey City, NY-NJ-PA
County
Nassau County, NY
Phone
(516) 747-0300
IRS details
EIN
47-3743949
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
2016
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B60: Adult, Continuing Education
NAICS code, primary
611430: Professional and Management Development Training
Parent/child status
Independent
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