Civic Intelligence

Tax Help Utah Inc

EIN 85-1046259 • 501(c)3 • Salt Lake City, UT

990-N CoverageNTEE P20

Profile

Train, IRS certify and manage volunteers to complete tax returns for those earning less than $60,000 or are low to low-moderate income levels

265 E 100 S ste 290Salt Lake City, UT 84111

taxhelput.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

NTEE P20 • <$500k nonprofits • Source year 2022

Top Officer Pay

97th percentile

$57,840

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 92.5% of source-year revenue.

NTEE P20 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$1,031

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$1,031

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

$62,505

No earlier filing loaded for comparison.

Expenses

$69,128

No earlier filing loaded for comparison.

Net Income

-$6,623

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5K$1.0K$500$0Assets 2022: $1,031Net Assets 2022: $1,0312022

Highlighted filing

2022

Assets$1,031
Liabilities-
Net Assets$1,031
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2022: $62,505Expenses 2022: $69,128Net Income 2022: -$6,6232022

Highlighted filing

2022

Revenue$62,505
Expenses$69,128
Net Income-$6,623
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,031
Liabilities
-
Net assets
$1,031
Revenue
$62,505
Expenses
$69,128
Net income
-$6,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.03$1.03$62.5$69.1$6.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Apr 2, 2023
Return Version
2021v4.0
Gross Receipts
$62,505
Mission and Program Overview

Mission

Train, IRS certify and manage volunteers to complete tax returns for those earning less than $60,000 or are low to low-moderate income levels

Program Services

DescriptionGrantsExpenses
IRS grant to achieve 2,058 tax returns. Group also consults with other clients who need services or help beyond our skill level.$35,000$35,000
AMEX grant to service low to low moderate income clients. IRS wants us below $60,000 AGI. We also serve larger families with higher income and meet low-moderate income for Salt Lake County$20,000$20,000
Comenity Bank grant for tax completion in Salt Lake County$5,000$5,000
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg McDonaldExecutive DirectorFT$57,840-$57,840
Su BoddieSite Manager, Client Mgt.PT$7,930-$7,930
Keith LeonardBoard Chair-$0--
Filing and Contact Details

Filer

Filer Name
Tax Help Utah Inc
EIN
85-1046259
Phone
8018567746
Address
265 E 100 S ste 290, Salt Lake City, UT 84111

Signing Officer

Name
Gregory M McDonald
Title
Executive Director
Phone
8018567746
Signed
2023-04-02
Supplemental Narrative

Additional Explanations

$10

“State of Utah Business license”

$101.35

“AMEX late fee and interest”

$129,28

“Zoom Conference link”

$75

“Tech Soup Software”

$75

“Website registration and renewal”

$96

“Columbus shredding Center shred bins (4)”

Part I, Line 16 $2516.57

“Grasshopper Phone number”

Raw XML Appendix163 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Ste 290
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Salt Lake City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
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IRS990EZ/CompensationHighestPaidEmplGrp/PersonNm1Su Boddie
IRS990EZ/CompensationHighestPaidEmplGrp/TitleTxt0Executive Director
IRS990EZ/CompensationHighestPaidEmplGrp/TitleTxt1Site Manager
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-6623
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt057840
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt17930
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Greg McDonald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Su Boddie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Keith Leonard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive DIrector
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Site Manager, Client mgt.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt03358
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Train, IRS certify and manage volunteers to complete tax returns for those earning less than $60,000 or are low to low-moderate income levels
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IRS grant to achieve 2,058 tax returns. Group also consults with other clients who need services or help beyond our skill level.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Comenity Bank grant for tax completion in Salt Lake County
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2AMEX grant to service low to low moderate income clients. IRS wants us below $60,000 AGI. We also serve larger families with higher income and meet low-moderate income for Salt Lake County
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt220000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt220000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt065770
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0UT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt069128
IRS990EZ/TotalProgramServiceExpensesAmt060000
IRS990EZ/TotalRevenueAmt062505
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0taxhelput.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt062500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022237
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt084737
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt084737
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt062500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt022237
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt084737
IRS990ScheduleA/TotalSupportAmt084742
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0State of Utah Business license
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AMEX late fee and interest
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Zoom Conference link
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Tech Soup Software
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Website registration and renewal
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Columbus shredding Center shred bins (4)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Grasshopper Phone number
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0$10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1$101.35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2$129,28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3$75
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4$75
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5$96
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I, Line 16 $2516.57
ReasonableCauseExplanation/ExplanationTxt0My first year as a nonprofit and has misread calendar year vs. fiscal years so thought I had 5 months and 15 days (May 15, 2023)
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Gregory M McDonald
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08018567746
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAX HELP UTAH INC
ReturnHeader/Filer/BusinessNameControlTxt0TAXH
ReturnHeader/Filer/EIN0851046259
ReturnHeader/Filer/PhoneNum08018567746
ReturnHeader/Filer/USAddress/AddressLine1Txt0265 E 100 S ste 290
ReturnHeader/Filer/USAddress/CityNm0Salt Lake City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084111
ReturnHeader/ReturnTs02023-04-03T00:31:19Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

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