Civic Intelligence

Tax-Aid

990 • Fiscal year 2013 • EIN 94-3062518

May 01, 2012 to Apr 30, 2013 • Filed on Aug 14, 2013

Organization ProfileWWW.TAX-AID.ORG
55 Second Street94105
Siviq Scores

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

Liabilities / Assets

67th percentile

0.03x

Higher debt load relative to assets than 67% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

16th percentile

-26%

Faster asset growth than 16% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$196,702

Down $70,278 (-26%) from 2012

Net Assets

Down

$191,480

Down $70,461 (-27%) from 2012

Liabilities

Up

$5,222

Up $183 (+3.6%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$338,475

Up $13,953 (+4.3%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$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

2013

Assets$196,702
Liabilities$5,222
Net Assets$191,480
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue-
Expenses$338,475
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2012 to Apr 30, 2013
Signed
Aug 14, 2013
Return Version
2012v2.0
Gross Receipts
$268,014
Mission and Program Overview

Mission

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

Major Activities

Activity 2
**tax-aid trained 12 volunteers in financial coaching methods for its pilot financial coaching program. Six volunteers coached a client to set and reach a financial goal within 6 to 8 months. Clients completing the coaching program reported a 191% increase in savings, a 27% reduction in debt, and an average 28 point increase in their credit scores.
Filing and Contact Details

Filer

EIN
94-3062518
Raw XML AppendixShowing 400 of 477 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.

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IRS990/Activity2/Description0**TAX-AID TRAINED 12 VOLUNTEERS IN FINANCIAL COACHING METHODS FOR ITS PILOT FINANCIAL COACHING PROGRAM. SIX VOLUNTEERS COACHED A CLIENT TO SET AND REACH A FINANCIAL GOAL WITHIN 6 TO 8 MONTHS. CLIENTS COMPLETING THE COACHING PROGRAM REPORTED A 191% INCREASE IN SAVINGS, A 27% REDUCTION IN DEBT, AND AN AVERAGE 28 POINT INCREASE IN THEIR CREDIT SCORES.
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IRS990/Description0**IN 2013, OVER 10,773 HOURS OF VOLUNTEER TIME WAS CONTRIBUTED TO ACCOMPLISHING TAX-AID'S MISSION.**914 TAX-AID VOLUNTEERS PREPARED 2012 FEDERAL & STATE INCOME TAX RETURNS FOR 4,382 LOW-INCOME TAXPAYERS AT 30 LOCATIONS IN THE SAN FRANCISCO BAY AREA GENERATING TAX REFUNDS OF $4,388,100.**ADDITIONALLY, TAX-AID COORDINATED THE VITA AND AARP FREE TAX-PREPARATION SITES IN SAN FRANCISCO AND SAN MATEO COUNTIES FOR THE UNITED WAY OF THE BAY AREA "EARN IT! KEEP IT! SAVE IT!" COALITION.**THE COMBINED EFFORTS OF TAX-AID AND THE COALITION PREPARED 2012 FEDERAL AND STATE INCOME TAX RETURNS FOR 27,149 LOW-INCOME TAXPAYERS AT 80 LOCATIONS IN SAN FRANCISCO AND SAN MATEO COUNTIES GENERATING TAX REFUNDS OF $28,806,983 IN THE 2013 TAX SEASON.
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IRS990ScheduleM/IntellectualProperty/NumberOfContributions02
IRS990ScheduleM/ReviewProcessUnusualNCGifts0false
IRS990ScheduleM/ThirdPartiesUsed0false
IRS990ScheduleO/GeneralExplanation/Explanation0990 RETURNS ARE AVAILABLE ON GUIDESTAR.ORG. OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation1BOARD OFFICERS (UNCOMPENSATED VOLUNTEERS) REVIEWED LOCAL INDUSTRY DATA IN ARRIVING AT COMPENSATION FOR ALL EMPLOYEES AND INDEPENDENT CONTRACTORS.
IRS990ScheduleO/GeneralExplanation/Explanation2NEW WRITTEN POLICIES WERE APPROVED DURING THE FISCAL YEAR ENDED APRIL 30, 2010.CONFLICTS OF INTEREST ARE DISCUSSED AT THE ANNUAL MEETING. ALL BOARD MEMBERS INDICATE REAL OR POTENTIAL CONFLICTS IN WRITING ON THE DISCLOSURE FORM CIRCULATED AT THE ANNUAL MEETING.WHISTLE BLOWER POLICY IS INCLUDED IN THE NEW WRITTEN POLICIES.DOCUMENT RETENTION & DESTRUCTION POLICY INCLUDES TAX-AID OPERATING DOCUMENTS AND CONFIDENTIAL CLIENT TAX RETURN DATA.
IRS990ScheduleO/GeneralExplanation/Explanation3AN ELECTRONIC VERSION OF FORM 990 (FYE 4/30/13) WAS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE FILING DEADLINE AND PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation4PILOT PROGRAM IN FINANCIAL COACHING
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 15b
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Line 11b
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990, Part III, Line 2
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part III, Line 2: New Services
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0true
IRS990/StateLegalDomicile0CA
IRS990/SubjectToProxyTax0false
IRS990/TaxableDistributions0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$196,702
Liabilities
$5,222
Net assets
$191,480
Revenue
-
Expenses
$338,475
Net income
-
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits