Civic Intelligence

The Untaxer

990EZ • Fiscal year 2022 • EIN 88-1963280

Jan 01, 2022 to Dec 31, 2022 • Filed on May 07, 2023

20985 Harrod RoadLucerne Valley, CA 92356

(213) 205-7007

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$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

Assets

$4,908

No earlier filing loaded for comparison.

Net Assets

$4,908

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$132,007

No earlier filing loaded for comparison.

Expenses

$132,007

No earlier filing loaded for comparison.

Net Income

$0

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2022: $4,908Liabilities 2022: $0Net Assets 2022: $4,9082022Assets 2023: $14,069Liabilities 2023: $8,746Net Assets 2023: $5,3232023Assets 2024: $127,418Liabilities 2024: $7,426Net Assets 2024: $119,9922024Assets 2025: $3,173Liabilities 2025: $0Net Assets 2025: $3,1732025

Highlighted filing

2022

Assets$4,908
Liabilities$0
Net Assets$4,908

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2022: $132,007Expenses 2022: $132,007Net Income 2022: $02022Revenue 2023: $368,965Expenses 2023: $357,292Net Income 2023: $11,6732023Revenue 2024: $391,160Expenses 2024: $409,158Net Income 2024: -$17,9982024Revenue 2025: $246,573Expenses 2025: $362,152Net Income 2025: -$115,5792025

Highlighted filing

2022

Revenue$132,007
Expenses$132,007
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 7, 2023
Return Version
2022v5.0
Gross Receipts
$132,007
Mission and Program Overview

Mission

Conduct taxpayer research into irs and state taxation agency service options and case outcomes while providing sliding scale tax services

TAXPAYER RESEARCH

Program Services

DescriptionGrantsExpenses
TAX POLICY AND TAXPAYER RESOURCE OPTIONS RESEARCH-$27,007
START UP AND ANGEL INVESTOR-$5,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA DVICUNADirectorPT$0--
JASMINE E LAINE WDirectorPT$0--
PENELOPY JORDANDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Untaxer
EIN
88-1963280
Address
20985 HARROD ROAD, LUCERNE VALLEY, CA 92356

Signing Officer

Name
Penelopy Jordan
Title
Executive Director
Phone
2132057007
Signed
2023-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Untaxers Ltd
Address
552 E Carson St Ste, Carson, CA 90745
Preparer
Penelopy Jordan
Phone
2132057007
Supplemental Narrative

Additional Explanations

Part 1 Line 16 Other Expenses

PROGRAM EXPENSES

Raw XML Appendix105 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THE UNTAXER
IRS990EZ/BooksInCareOfDetail/PhoneNum02132057007
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt020985 HARROD ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LUCERNE VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092356
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04908
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0132007
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04908
IRS990EZ/GrossReceiptsAmt0132007
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04908
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIA DVICUNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JASMINE E LAINE W
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PENELOPY JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032007
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TAXPAYER RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0START UP AND ANGEL INVESTOR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TAX POLICY AND TAXPAYER RESOURCE OPTIONS RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt127007
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0100000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0132007
IRS990EZ/TotalProgramServiceExpensesAmt032007
IRS990EZ/TotalRevenueAmt0132007
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0132007
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0132007
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0132007
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0132007
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0132007
IRS990ScheduleA/TotalSupportAmt0132007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16 OTHER EXPENSES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PENELOPY JORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02132057007
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE UNTAXER
ReturnHeader/Filer/BusinessNameControlTxt0THEU
ReturnHeader/Filer/EIN0881963280
ReturnHeader/Filer/USAddress/AddressLine1Txt020985 HARROD ROAD
ReturnHeader/Filer/USAddress/CityNm0LUCERNE VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092356
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831302748
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Untaxers Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0552 E Carson St Ste
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090745
ReturnHeader/PreparerPersonGrp/PhoneNum02132057007
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Penelopy Jordan
ReturnHeader/ReturnTs02023-05-07T16:40:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PENELOPY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JORDAN
ReturnHeader/TaxPeriodBeginDt02022-04-30
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings