Civic Intelligence

Tax-Aid

EIN 94-3062518 • 501(c)3 • San Francisco, CA

Profile

To assist low-income taxpayers with preparation of their income tax returns; all services provided without charge.

235 Montgomery Street 1155San Francisco, CA 94104-3011

www.tax-aid.org

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

56th percentile

7.1%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

94th percentile

$153,902

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 27.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

59th percentile

7.0%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

78th percentile

38%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$619,801

Down $42,739 (-6.5%) from 2023

Liabilities

Down

$1,037

Down $9,015 (-90%) from 2023

Net Assets

Down

$618,764

Down $33,724 (-5.2%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin56th percentile

Revenue

Up

$569,299

Up $69,986 (+14%) from 2023

Expenses

Up

$529,129

Up $81,954 (+18%) from 2023

Net Income

Down

$40,170

Down $11,968 (-23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2010: $180,812Liabilities 2010: $3,886Net Assets 2010: $176,9262010Assets 2011: $211,566Liabilities 2011: $7,423Net Assets 2011: $204,1432011Assets 2012: $266,980Liabilities 2012: $5,039Net Assets 2012: $261,9412012Assets 2013: $196,702Liabilities 2013: $5,222Net Assets 2013: $191,4802013Assets 2014: $294,095Liabilities 2014: $5,224Net Assets 2014: $288,8712014Assets 2015: $442,412Liabilities 2015: $2,782Net Assets 2015: $439,6302015Assets 2016: $419,587Liabilities 2016: $6,112Net Assets 2016: $413,4752016Assets 2017: $308,815Liabilities 2017: $2,638Net Assets 2017: $306,1772017Assets 2018: $294,773Liabilities 2018: $2,685Net Assets 2018: $292,0882018Assets 2019: $268,715Liabilities 2019: -$2,885Net Assets 2019: $271,6002019Assets 2020: $414,485Liabilities 2020: $36,769Net Assets 2020: $377,7162020Assets 2021: $371,598Liabilities 2021: $41,364Net Assets 2021: $330,2342021Assets 2022: $606,649Liabilities 2022: $6,204Net Assets 2022: $600,4452022Assets 2023: $662,540Liabilities 2023: $10,052Net Assets 2023: $652,4882023Assets 2025: $619,801Liabilities 2025: $1,037Net Assets 2025: $618,7642025

Highlighted filing

2025

Assets$619,801
Liabilities$1,037
Net Assets$618,764
Open 2025 Filing

Operations Trend

Revenue Growth78th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $221,6532010Expenses 2011: $230,7402011Expenses 2012: $324,5222012Expenses 2013: $338,4752013Revenue 2014: $435,013Expenses 2014: $337,622Net Income 2014: $97,3912014Revenue 2015: $485,448Expenses 2015: $334,689Net Income 2015: $150,7592015Revenue 2016: $324,853Expenses 2016: $351,008Net Income 2016: -$26,1552016Revenue 2017: $213,663Expenses 2017: $320,510Net Income 2017: -$106,8472017Revenue 2018: $289,830Expenses 2018: $295,355Net Income 2018: -$5,5252018Revenue 2019: $324,726Expenses 2019: $344,625Net Income 2019: -$19,8992019Revenue 2020: $473,585Expenses 2020: $366,355Net Income 2020: $107,2302020Revenue 2021: $321,353Expenses 2021: $413,364Net Income 2021: -$92,0112021Revenue 2022: $726,092Expenses 2022: $455,881Net Income 2022: $270,2112022Revenue 2023: $499,313Expenses 2023: $447,175Net Income 2023: $52,1382023Revenue 2025: $569,299Expenses 2025: $529,129Net Income 2025: $40,1702025

Highlighted filing

2025

Revenue$569,299
Expenses$529,129
Net Income$40,170
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$619,801
Liabilities
$1,037
Net assets
$618,764
Revenue
$569,299
Expenses
$529,129
Net income
$40,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.20$0.01$6.19$5.69$5.29$0.40
2023Summary only. Only limited summary data is available for this year.$6.63$0.10$6.52$4.99$4.47$0.52
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.07$0.06$6.00$7.26$4.56$2.70
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.41$3.30$3.21$4.13$0.92
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.37$3.78$4.74$3.66$1.07
2019Summary only. Only limited summary data is available for this year.$2.69$0.03$2.72$3.25$3.45$0.20
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.03$2.92$2.90$2.95$0.06
2017Summary only. Only limited summary data is available for this year.$3.09$0.03$3.06$2.14$3.21$1.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.06$4.13$3.25$3.51$0.26
2015Summary only. Only limited summary data is available for this year.$4.42$0.03$4.40$4.85$3.35$1.51
2014Detailed filing. Detailed filing data is available for this year.$2.94$0.05$2.89$4.35$3.38$0.97
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.05$1.91$3.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.05$2.62$3.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.07$2.04$2.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.04$1.77$2.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Dec 11, 2025
Return Version
2024v5.0
Gross Receipts
$569,299
Mission and Program Overview

Mission

Through skilled volunteers, tax-aid provides year-round free tax services to strengthen our san francisco bay area community

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$536,227$532,165▼ $4,062
Land, Buildings, and Equipment, Net$3,994$55,357▲ $51,363
Cash and Non-Interest-Bearing Accounts$32,524$25,890▼ $6,634
Prepaid Expenses and Deferred Charges$6,728$6,389▼ $339
Total Assets$579,473$619,801▲ $40,328
Liabilities
Accounts Payable and Accrued Expenses$5,673$1,037▼ $4,636
Total Liabilities$5,673$1,037▼ $4,636
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$573,800$618,764▲ $44,964
Total Net Assets Fund Balance$573,800$618,764▲ $44,964
Total Liabilities and Net Assets / Fund Balance$579,473$619,801▲ $40,328

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$55,357$83,937$139,294
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleBaseTotal
Jill SturmExecutive Di$153,902$153,902
Jill SturmExecutive Director$153,902$153,902

Board Members and Trustees

NameTitle
Eric HoedtChairman
Robert MasseyPresident
Brett KleinDirector
Elizabeth CapenerDirector
Jacquelene BishopDirector
Linda MontgomeryDirector
Monica Opoku-gerenDirector
Stephanie ScottDirector
David AugustineSecretary
Caroline Tso ChenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$554,565
Program Service Revenue
$0
Investment Income
$14,734
Other Revenue
$0
All Other Contributions
$534,565
Change in Net Assets
$40,170

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Intellectual Property3$58,848
Books and Publications-$2,820
Total Noncash Contributions3$61,668
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$332,884
Other Expenses$196,245
Total Fundraising Expense$30,227
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$225,215$57,382$25,574$308,171
Occupancy-$49,287-$49,287
Depreciation Depletion$27,999--$27,999
Payroll Taxes-$24,713-$24,713
Information Technology$21,543--$21,543
Advertising$11,809-$190$11,999
Office Expenses$9,201$859$290$10,350
Conferences and Meetings$8,380$779-$9,159
Fees for Services Accounting-$9,022-$9,022
Travel$7,838$679$173$8,690
Insurance$5,248--$5,248
Other Expenses$2,820-$4,000$2,820
Fees for Services Legal$425--$425
Total Functional Expenses$356,181$142,721$30,227$529,129
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
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Electronic version (fye 4/30/25) provided to all board members for review and comment prior to e-filing deadline.”

Form 990, Page 6, Part VI, Line 12C

“1 conflicts of interest discussed at annual meeting. All board members indicate real/potential conflicts in writing on disclosure form circulated at annual meeting. 2 whistle blower policy included in director written policies. 3 document retention/destruction policy includes tax-aid operating documents and confidential client tax returns.”

Form 990, Page 6, Part VI, Line 15A

“Board and officers (uncompensated volunteers) reviewed local industry data in arriving at compensation for the executive director.”

Form 990, Page 6, Part VI, Line 15B

“Board and officers (uncompensated volunteers) reviewed local industry data in arriving at compensation for other key employees.”

Form 990, Page 6, Part VI, Line 19

“990 returns on guidestar.org. Other documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Tax-aid
EIN
94-3062518
Phone
4152299239
Address
235 MONTGOMERY STREET 1155, SAN FRANCISCO, CA 94104-3011

Signing Officer

Name
Robert Massey
Title
President
Phone
4152299239
Signed
2025-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Massey
Formed
1988
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
7

Preparer

Firm
Linda G Montgomery CPA
Address
22 BATTERY ST 703, SAN FRANCISCO, CA 94111-5211
Preparer
Linda G Montgomery
Phone
4159579396
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Prior period adjustments 4,500”

Raw XML AppendixShowing 400 of 409 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05673
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01037
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THROUGH SKILLED VOLUNTEERS, TAX-AID PROVIDES YEAR-ROUND FREE TAX SERVICES TO STRENGTHEN OUR SAN FRANCISCO BAY AREA COMMUNITY
IRS990/AdvertisingGrp/FundraisingAmt0190
IRS990/AdvertisingGrp/ProgramServicesAmt011809
IRS990/AdvertisingGrp/TotalAmt011999
IRS990/AllOtherContributionsAmt0534565
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0JITASA
IRS990/BooksInCareOfDetail/PhoneNum08773544775
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01750 W FRONT STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOISE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990/BooksInCareOfDetail/USAddress/ZIPCd083702
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt032524
IRS990/CashNonInterestBearingGrp/EOYAmt025890
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0779
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt08380
IRS990/ConferencesMeetingsGrp/TotalAmt09159
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0554565
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt014734
IRS990/CYOtherExpensesAmt0196245
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt040170
IRS990/CYSalariesCompEmpBnftPaidAmt0332884
IRS990/CYTotalExpensesAmt0529129
IRS990/CYTotalFundraisingExpenseAmt030227
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0569299
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt027999
IRS990/DepreciationDepletionGrp/TotalAmt027999
IRS990/Desc0IN 2025, OVER 4,913 HOURS OF VOLUNTEER TIME WAS CONTRIBUTED TO ACCOMPLISH TAX-AID'S MISSION. THROUGH APRIL 30, 2025, 748 TAX-AID VOLUNTEERS PREPARED 2024 FEDERAL AND STATE INCOME TAX RETURNS FOR 1,122 LOW-INCOME TAXPAYERS IN THE SAN FRANCISCO BAY AREA GENERATING TAX REFUNDS OF 1,112,299. VOLUNTEERS WILL CONTINUE TO WORK ON RETURNS UNTIL THE OCTOBER 15, 2025 EXTENDED DUE DATE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0356181
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09022
IRS990/FeesForServicesAccountingGrp/TotalAmt09022
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0425
IRS990/FeesForServicesLegalGrp/TotalAmt0425
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0JILL STURM
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID AUGUSTINE
IRS990/Form990PartVIISectionAGrp/PersonNm2JACQUELENE BISHOP
IRS990/Form990PartVIISectionAGrp/PersonNm3ELIZABETH CAPENER
IRS990/Form990PartVIISectionAGrp/PersonNm4CAROLINE TSO CHEN
IRS990/Form990PartVIISectionAGrp/PersonNm5ERIC HOEDT
IRS990/Form990PartVIISectionAGrp/PersonNm6BRETT KLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT MASSEY
IRS990/Form990PartVIISectionAGrp/PersonNm8LINDA MONTGOMERY
IRS990/Form990PartVIISectionAGrp/PersonNm9MONICA OPOKU-GEREN
IRS990/Form990PartVIISectionAGrp/PersonNm10STEPHANIE SCOTT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0153902
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt020000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0569299
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt021543
IRS990/InformationTechnologyGrp/TotalAmt021543
IRS990/InsuranceGrp/ProgramServicesAmt05248
IRS990/InsuranceGrp/TotalAmt05248
IRS990/InvestmentIncomeGrp/ExclusionAmt014734
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014734
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt083937
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03994
IRS990/LandBldgEquipBasisNetGrp/EOYAmt055357
IRS990/LandBldgEquipCostOrOtherBssAmt0139294
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THROUGH SKILLED VOLUNTEERS, TAX-AID PROVIDES YEAR-ROUND FREE TAX SERVICES TO STRENGTHEN OUR SAN FRANCISCO BAY AREA COMMUNITY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0573800
IRS990/NetAssetsOrFundBalancesEOYAmt0618764
IRS990/NetUnrlzdGainsLossesInvstAmt0294
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0573800
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0618764
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt061668
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt049287
IRS990/OccupancyGrp/TotalAmt049287
IRS990/OfficeExpensesGrp/FundraisingAmt0290
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0859
IRS990/OfficeExpensesGrp/ProgramServicesAmt09201
IRS990/OfficeExpensesGrp/TotalAmt010350
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt04500
IRS990/OtherExpensesGrp/Desc0TEMPORARY HELP
IRS990/OtherExpensesGrp/Desc1SITE/VOLUNTEER EXPENSES
IRS990/OtherExpensesGrp/Desc2MARKETING CONSULTANT
IRS990/OtherExpensesGrp/Desc3RIA TAX HANDBOOKS (US/CA)
IRS990/OtherExpensesGrp/FundraisingAmt04000
IRS990/OtherExpensesGrp/ProgramServicesAmt026849
IRS990/OtherExpensesGrp/ProgramServicesAmt18854
IRS990/OtherExpensesGrp/ProgramServicesAmt22820
IRS990/OtherExpensesGrp/TotalAmt026849
IRS990/OtherExpensesGrp/TotalAmt18854
IRS990/OtherExpensesGrp/TotalAmt24000
IRS990/OtherExpensesGrp/TotalAmt32820
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt025574
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt057382
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0225215
IRS990/OtherSalariesAndWagesGrp/TotalAmt0308171
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024713
IRS990/PayrollTaxesGrp/TotalAmt024713
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06728
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06389
IRS990/PrincipalOfficerNm0ROBERT MASSEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0397785
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt014540
IRS990/PYOtherExpensesAmt0176321
IRS990/PYRevenuesLessExpensesAmt0-78688
IRS990/PYSalariesCompEmpBnftPaidAmt0314692
IRS990/PYTotalExpensesAmt0491013
IRS990/PYTotalRevenueAmt0412325
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt040170
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0536227
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0532165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0554565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0397785
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0493762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0725776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0321057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02492945
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014734
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014540
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05595
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0316
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0296
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt035481
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0296
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98600
IRS990ScheduleA/PublicSupportPY170Pct00.98940
IRS990ScheduleA/PublicSupportTotal170Amt02492945
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0554565
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0397785
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0493762
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0725776
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0321057
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02492945
IRS990ScheduleA/TotalSupportAmt02528426
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/EquipmentGrp/BookValueAmt055357
IRS990ScheduleD/EquipmentGrp/DepreciationAmt083937
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0139294
IRS990ScheduleD/TotalBookValueLandBuildingsAmt055357
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0153902
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JILL STURM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIR.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0153902
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/BooksAndPublicationsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/BooksAndPublicationsGrp/NoncashContributionsRptF990Amt02820
IRS990ScheduleM/IntellectualPropertyGrp/ContributionCnt03
IRS990ScheduleM/IntellectualPropertyGrp/NonCashCheckboxInd0X
IRS990ScheduleM/IntellectualPropertyGrp/NoncashContributionsRptF990Amt058848
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ELECTRONIC VERSION (FYE 4/30/25) PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO E-FILING DEADLINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11 CONFLICTS OF INTEREST DISCUSSED AT ANNUAL MEETING. ALL BOARD MEMBERS INDICATE REAL/POTENTIAL CONFLICTS IN WRITING ON DISCLOSURE FORM CIRCULATED AT ANNUAL MEETING. 2 WHISTLE BLOWER POLICY INCLUDED IN DIRECTOR WRITTEN POLICIES. 3 DOCUMENT RETENTION/DESTRUCTION POLICY INCLUDES TAX-AID OPERATING DOCUMENTS AND CONFIDENTIAL CLIENT TAX RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD AND OFFICERS (UNCOMPENSATED VOLUNTEERS) REVIEWED LOCAL INDUSTRY DATA IN ARRIVING AT COMPENSATION FOR THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD AND OFFICERS (UNCOMPENSATED VOLUNTEERS) REVIEWED LOCAL INDUSTRY DATA IN ARRIVING AT COMPENSATION FOR OTHER KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4990 RETURNS ON GUIDESTAR.ORG. OTHER DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIOR PERIOD ADJUSTMENTS 4,500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0579473
IRS990/TotalAssetsEOYAmt0619801
IRS990/TotalAssetsGrp/BOYAmt0579473
IRS990/TotalAssetsGrp/EOYAmt0619801
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0554565
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt030227
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0142721
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0356181
IRS990/TotalFunctionalExpensesGrp/TotalAmt0529129
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05673
IRS990/TotalLiabilitiesEOYAmt01037
IRS990/TotalLiabilitiesGrp/BOYAmt05673
IRS990/TotalLiabilitiesGrp/EOYAmt01037
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0573800
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0618764
IRS990/TotalProgramServiceExpensesAmt0356181
IRS990/TotalReportableCompFromOrgAmt0153902
IRS990/TotalRevenueGrp/ExclusionAmt014734
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0569299
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0579473
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0619801
IRS990/TravelGrp/FundraisingAmt0173
IRS990/TravelGrp/ManagementAndGeneralAmt0679
IRS990/TravelGrp/ProgramServicesAmt07838
IRS990/TravelGrp/TotalAmt08690
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0235 MONTGOMERY STREET 1155
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0941043011
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.TAX-AID.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT MASSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04152299239
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAX-AID
ReturnHeader/Filer/BusinessNameControlTxt0TAX-
ReturnHeader/Filer/EIN0943062518
ReturnHeader/Filer/PhoneNum04152299239
ReturnHeader/Filer/USAddress/AddressLine1Txt0235 MONTGOMERY STREET 1155
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0941043011
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943238329
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDA G MONTGOMERY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt022 BATTERY ST 703
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941115211

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