Civic Intelligence

Community Tax Aid Inc

EIN 52-1557807 • 501(c)3 • Washington, DC

Profile

Community Tax Aid provides high quality, free tax return preparation and representation to low-income taxpayers on a year-round basis through volunteerism and partnerships.

1012 14th St NW Suite 425Washington, DC 20005

www.communitytaxaiddc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.08x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

78th percentile

$75,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 20.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

25th percentile

-6.8%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-0.6%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$622,230

Down $45,189 (-6.8%) from 2023

Liabilities

Up

$31,195

Up $274 (+0.9%) from 2023

Net Assets

Down

$591,035

Down $45,463 (-7.1%) from 2023

Revenue

Down

$375,092

Down $2,347 (-0.6%) from 2023

Expenses

Up

$420,773

Up $32,856 (+8.5%) from 2023

Net Income

Down

-$45,681

Down $35,203 (-336%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $136,598Liabilities 2010: $3,646Net Assets 2010: $132,9522010Assets 2011: $177,752Liabilities 2011: $9,314Net Assets 2011: $168,4382011Assets 2012: $263,690Liabilities 2012: $85,845Net Assets 2012: $177,8452012Assets 2013: $235,709Liabilities 2013: $8,734Net Assets 2013: $226,9752013Assets 2014: $265,754Liabilities 2014: $6,556Net Assets 2014: $259,1982014Assets 2015: $307,172Liabilities 2015: $1,564Net Assets 2015: $305,6082015Assets 2016: $377,413Liabilities 2016: $14,518Net Assets 2016: $362,8952016Assets 2017: $395,695Liabilities 2017: $11,942Net Assets 2017: $383,7532017Assets 2018: $395,634Liabilities 2018: $22,680Net Assets 2018: $372,9542018Assets 2019: $395,930Liabilities 2019: $20,387Net Assets 2019: $375,5432019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $375,5432020Assets 2021: $379,540Liabilities 2021: $22,870Net Assets 2021: $356,6702021Assets 2022: $659,964Liabilities 2022: $12,805Net Assets 2022: $647,1592022Assets 2023: $667,419Liabilities 2023: $30,921Net Assets 2023: $636,4982023Assets 2024: $622,230Liabilities 2024: $31,195Net Assets 2024: $591,0352024

Highlighted filing

2024

Assets$622,230
Liabilities$31,195
Net Assets$591,035

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $193,715Expenses 2010: $205,271Net Income 2010: -$11,5562010Expenses 2011: $209,4622011Expenses 2012: $222,7662012Expenses 2013: $251,9972013Revenue 2014: $333,344Expenses 2014: $301,529Net Income 2014: $31,8152014Revenue 2015: $345,912Expenses 2015: $299,568Net Income 2015: $46,3442015Revenue 2016: $332,536Expenses 2016: $288,287Net Income 2016: $44,2492016Revenue 2017: $410,559Expenses 2017: $373,930Net Income 2017: $36,6292017Revenue 2018: $323,207Expenses 2018: $306,021Net Income 2018: $17,1862018Revenue 2019: $346,538Expenses 2019: $344,000Net Income 2019: $2,5382019Revenue 2021: $285,587Expenses 2021: $283,903Net Income 2021: $1,6842021Revenue 2022: $483,429Expenses 2022: $277,961Net Income 2022: $205,4682022Revenue 2023: $377,439Expenses 2023: $387,917Net Income 2023: -$10,4782023Revenue 2024: $375,092Expenses 2024: $420,773Net Income 2024: -$45,6812024

Highlighted filing

2024

Revenue$375,092
Expenses$420,773
Net Income-$45,681

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.22$0.31$5.91$3.75$4.21$0.46
2023Detailed filing. Detailed filing data is available for this year.$6.67$0.31$6.36$3.77$3.88$0.10
2022Detailed filing. Detailed filing data is available for this year.$6.60$0.13$6.47$4.83$2.78$2.05
2021Detailed filing. Detailed filing data is available for this year.$3.80$0.23$3.57$2.86$2.84$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$3.76
2019Detailed filing. Detailed filing data is available for this year.$3.96$0.20$3.76$3.47$3.44$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.96$0.23$3.73$3.23$3.06$0.17
2017Summary only. Only limited summary data is available for this year.$3.96$0.12$3.84$4.11$3.74$0.37
2016Detailed filing. Detailed filing data is available for this year.$3.77$0.15$3.63$3.33$2.88$0.44
2015Detailed filing. Detailed filing data is available for this year.$3.07$0.02$3.06$3.46$3.00$0.46
2014Detailed filing. Detailed filing data is available for this year.$2.66$0.07$2.59$3.33$3.02$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.09$2.27$2.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.86$1.78$2.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.09$1.68$2.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.04$1.33$1.94$2.05$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 16, 2025
Return Version
2023v6.0
Gross Receipts
$375,092
Mission and Program Overview

Mission

Community Tax Aid provides high quality, free tax return preparation and representation to low-income taxpayers on a year-round basis through volunteerism and partnerships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$376,540$199,085▼ $177,455
Investments Other Securities$0$156,625▲ $156,625
Pledges and Grants Receivable$201,339$155,401▼ $45,938
Cash and Non-Interest-Bearing Accounts$41,757$68,598▲ $26,841
Prepaid Expenses and Deferred Charges$10,648$10,994▲ $346
Total Assets$661,814$622,230▼ $39,584
Other Assets Total$31,530$31,527▼ $3
Liabilities
Accounts Payable and Accrued Expenses$25,096$31,195▲ $6,099
Total Liabilities$25,096$31,195▲ $6,099
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$636,718$591,035▼ $45,683
Total Net Assets Fund Balance$636,718$591,035▼ $45,683
Total Liabilities and Net Assets / Fund Balance$661,814$622,230▼ $39,584

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$156,625--
Other Securities$156,625--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Teresa HinzeExecutive DirectorFT$75,000$75,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$367,883
Program Service Revenue
$0
Investment Income
$7,209
Other Revenue
$0
All Other Contributions
$237,883
Change in Net Assets
$-45,681
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$319,999
Other Expenses$100,774
Total Fundraising Expense$60,051
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$178,084$0$32,988$211,072
Current Officers, Directors, Trustees, and Key Employees$56,700$14,400$3,900$75,000
Occupancy$12,090$30,320$0$42,410
Payroll Taxes$17,961$1,998$2,822$22,781
Office Expenses$8,943$4,413$2,485$15,841
Information Technology$8,629$2,317$3,300$14,246
Other Employee Benefits$0$11,146$0$11,146
Insurance$3,098$3,406$0$6,504
Fees for Services Other$3,010$0$0$3,010
All Other Expenses$-1$2,140$150$2,289
Other Expenses$2,223$0$0$2,223
Fees for Services Accounting-$1,500-$1,500
Conferences and Meetings$25$204$0$229
Travel$16$0$166$182
Total Functional Expenses$319,303$41,419$60,051$420,773
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 11B

The entire board receives a complete electronic copy of the 990 for review.

Part VI, Line 12C

Board members, and all employees involved in choosing vendors, consultants and contractors are covered by the conflict of interest policy. Each are asked to annually review conflicts. If there is a conflict the person with the conflict is prohibited from deliberations and decisions in the transaction.

Part VI, Line 15A

To set the Executive Director's compensation the board reviews non-profit salary surveys, and surveys comparable non-profits. Board members with a conflict of interest do not participate in discussions. The board Secretary, or designee, records a contemporaneous record of the deliberations and decision.

Part VI, Line 19

Pdf copies provided of all documents by e-mail upon request

Filing and Contact Details

Filer

Filer Name
Community Tax Aid Inc
EIN
52-1557807
Phone
2025477773
Address
1012 14th St NW Suite 425, Washington, DC 20005

Signing Officer

Name
Teresa Hinze
Title
Executive Director
Phone
2025477773
Signed
2025-05-16

Organization Details

Formed
1987
Legal Domicile
Dc
Voting Board Members
11
Independent Board Members
11
Employees
14
Volunteers
267
Supplemental Narrative

Additional Explanations

Part XI, Line 9

Rounding adjustment

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IRS990/OtherExpensesGrp/Desc1Allocation of $33,007 indirect cost center expenses
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IRS990/OtherExpensesGrp/Desc3Temporary services
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt14482
IRS990/OtherExpensesGrp/FundraisingAmt29758
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02582
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-33007
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt128525
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt32223
IRS990/OtherExpensesGrp/TotalAmt02582
IRS990/OtherExpensesGrp/TotalAmt10
IRS990/OtherExpensesGrp/TotalAmt29758
IRS990/OtherExpensesGrp/TotalAmt32223
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt032988
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0178084
IRS990/OtherSalariesAndWagesGrp/TotalAmt0211072
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02822
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01998
IRS990/PayrollTaxesGrp/ProgramServicesAmt017961
IRS990/PayrollTaxesGrp/TotalAmt022781
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0201339
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0155401
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010648
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010994
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Teresa Hinze
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0327055
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0384
IRS990/PYOtherExpensesAmt0132012
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt050000
IRS990/PYRevenuesLessExpensesAmt0-10478
IRS990/PYSalariesCompEmpBnftPaidAmt0255905
IRS990/PYTotalExpensesAmt0387917
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0377439
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-45681
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0376540
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0199085
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0367883
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0377055
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0558369
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0285448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0239388
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01828143
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92100
IRS990ScheduleA/PublicSupportPY170Pct00.92680
IRS990ScheduleA/PublicSupportTotal170Amt01900095
IRS990ScheduleA/SubstantialContributorsTotAmt0163048
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt0185000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt0235000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0367883
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0427055
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0743369
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0285448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0239388
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02063143
IRS990ScheduleA/TotalSupportAmt02063143
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/FinancialDerivativesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0156625
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Funds invested at Arlington Community Foundation
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0156625
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Arlington Community Foundation Funds
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0156625
IRS990ScheduleD/TotalBookValueSecuritiesAmt0156625
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The entire board receives a complete electronic copy of the 990 for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS, AND ALL EMPLOYEES INVOLVED IN CHOOSING VENDORS, CONSULTANTS AND CONTRACTORS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. EACH ARE ASKED TO ANNUALLY REVIEW CONFLICTS. IF THERE IS A CONFLICT THE PERSON WITH THE CONFLICT IS PROHIBITED FROM DELIBERATIONS AND DECISIONS IN THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2To set the Executive Director's compensation the board reviews non-profit salary surveys, and surveys comparable non-profits. Board members with a conflict of interest do not participate in discussions. The board Secretary, or designee, records a contemporaneous record of the deliberations and decision.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PDF COPIES PROVIDED OF ALL DOCUMENTS BY E-MAIL UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rounding adjustment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0661814
IRS990/TotalAssetsEOYAmt0622230
IRS990/TotalAssetsGrp/BOYAmt0661814
IRS990/TotalAssetsGrp/EOYAmt0622230
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0367883
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt060051
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041419
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0319303
IRS990/TotalFunctionalExpensesGrp/TotalAmt0420773
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025096
IRS990/TotalLiabilitiesEOYAmt031195
IRS990/TotalLiabilitiesGrp/BOYAmt025096
IRS990/TotalLiabilitiesGrp/EOYAmt031195
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0636718
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0591035
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0319303
IRS990/TotalReportableCompFromOrgAmt075000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07209
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0375092
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0267
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0661814
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0622230
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt0166
IRS990/TravelGrp/ManagementAndGeneralAmt00

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