Civic Intelligence

Tax-Aid

990 • Fiscal year 2015 • EIN 94-3062518

May 01, 2014 to Apr 30, 2015 • Filed on Sep 10, 2015

Organization ProfileWWW.TAX-AID.ORG
55 New Montgomery StreetSan Francisco, CA 94105

(415) 229-9239

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

60th percentile

0.01x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

98th percentile

$99,999

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

84th percentile

50%

Faster asset growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$442,412

Flat from 2015

Net Assets

Flat

$439,630

Flat from 2015

Liabilities

Flat

$2,782

Flat from 2015

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin85th percentile

Revenue

Flat

$485,448

Flat from 2015

Expenses

Flat

$334,689

Flat from 2015

Net Income

Flat

$150,759

Flat from 2015

Historical Trend

Balance Sheet Trend

Asset Growth84th 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 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

2015

Assets$442,412
Liabilities$2,782
Net Assets$439,630
Open 2015 Filing

Operations Trend

Revenue Growth65th percentile

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 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

2015

Revenue$485,448
Expenses$334,689
Net Income$150,759
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Sep 10, 2015
Return Version
2014v5.0
Gross Receipts
$485,448
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$283,000$342,982▲ $59,982
Land, Buildings, and Equipment, Net$5,552$89,300▲ $83,748
Cash and Non-Interest-Bearing Accounts$1,706$5,000▲ $3,294
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$294,095$442,412▲ $148,317
Other Assets Total$3,837$5,130▲ $1,293
Liabilities
Accounts Payable and Accrued Expenses$5,224$2,782▼ $2,442
Total Liabilities$5,224$2,782▼ $2,442
Net Assets / Fund Balance
Unrestricted Net Assets$288,871$439,630▲ $150,759
Total Net Assets Fund Balance$288,871$439,630▲ $150,759
Total Liabilities and Net Assets / Fund Balance$294,095$442,412▲ $148,317

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$89,300$71,212$160,512
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jill SturmExec DirectorFT$99,999$99,999

Board Members and Trustees

NameTitle
Eric HoedtChairman
Rob MasseyPresident
Kenneth LeeVice President
Jacquelene GrazianoDirector
Jesse LloydDirector
Jose CisnerosDirector
Linda MontgomeryDirector
Mary CanningDirector
Nathan NaymanDirector
Cynthia RowlandSecretary
Elizabeth CapenerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$477,084
Program Service Revenue
$0
Investment Income
$1,088
Other Revenue
$7,276
All Other Contributions
$477,084
Change in Net Assets
$150,759

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Intellectual Property2$133,060Comparable Sales
Other Non Cash Contri Table1$3,200Comparable Sales
Books and Publications-$2,873Catalog
Total Noncash Contributions3$139,133-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$178,553
Other Expenses$156,136
Total Fundraising Expense$27,175
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$93,763$58,322$26,468$178,553
Depreciation Depletion$44,456--$44,456
Office Expenses$4,511$33,962$197$38,670
Fees for Services Accounting-$7,049-$7,049
Information Technology$6,135$240-$6,375
Insurance$1,881$3,671-$5,552
Advertising$2,405-$503$2,908
Other Expenses$2,873--$2,873
Conferences and Meetings$1,300$146$7$1,453
Total Functional Expenses$204,124$103,390$27,175$334,689
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 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, Part VI, Line 11B: Form 990 Review Process

“An electronic version of form 990 (fye 4/30/15) was provided to all board members for review and comment prior to the filing deadline and prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“*1* 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.*2* whistle blower policy is included in the new written policies.*3* document retention & destruction policy includes tax-aid operating documents and confidential client tax return data.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

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

Filing and Contact Details

Filer

Filer Name
Tax-aid
EIN
94-3062518
Phone
4152299239
Address
55 NEW MONTGOMERY STREET, SAN FRANCISCO, CA 94105

Signing Officer

Name
Robert Massey
Title
President
Signed
2015-09-10
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
5
Volunteers
724

Preparer

Firm
Linda G Montgomery CPA
Address
One Hallidie Plaza 888, San Francisco, CA 94102-2882
Preparer
Linda G Montgomery
Phone
4159579396
Raw XML AppendixShowing 400 of 474 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/Desc0**IN 2015, OVER 8,600 HOURS OF VOLUNTEER TIME WAS CONTRIBUTED TO ACCOMPLISHING TAX-AID'S MISSION.**704 TAX-AID VOLUNTEERS PREPARED 2014 FEDERAL & STATE INCOME TAX RETURNS FOR 5,023 LOW-INCOME TAXPAYERS AT 29 LOCATIONS IN THE SAN FRANCISCO BAY AREA GENERATING TAX REFUNDS OF $5,110,701.**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 2014 FEDERAL AND STATE INCOME TAX RETURNS FOR 29,801 LOW-INCOME TAXPAYERS AT 78 LOCATIONS IN SAN FRANCISCO AND SAN MATEO COUNTIES GENERATING TAX REFUNDS OF $32,166,146 IN THE 2015 TAX SEASON.
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt071212
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05552
IRS990/LandBldgEquipBasisNetGrp/EOYAmt089300
IRS990/LandBldgEquipCostOrOtherBssAmt0160512
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ASSIST LOW-INCOME TAXPAYERS WITH PREPARATION OF THEIR INCOME TAX RETURNS; ALL SERVICES PROVIDED WITHOUT CHARGE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0288871
IRS990/NetAssetsOrFundBalancesEOYAmt0439630
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoncashContributionsAmt0139133
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt0197
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt033962
IRS990/OfficeExpensesGrp/ProgramServicesAmt04511
IRS990/OfficeExpensesGrp/TotalAmt038670
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt03837
IRS990/OtherAssetsTotalGrp/EOYAmt05130
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SINGLE STOP/CONTRACTORS
IRS990/OtherExpensesGrp/Desc1SITE/VOLUNTEER EXPENSES
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/ProgramServicesAmt031190
IRS990/OtherExpensesGrp/ProgramServicesAmt115610
IRS990/OtherExpensesGrp/ProgramServicesAmt22873
IRS990/OtherExpensesGrp/TotalAmt031190
IRS990/OtherExpensesGrp/TotalAmt115610
IRS990/OtherExpensesGrp/TotalAmt22873
IRS990/OtherRevenueMiscGrp/BusinessCd0541200
IRS990/OtherRevenueMiscGrp/Desc0WAGE SUBSIDY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07276
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07276
IRS990/OtherRevenueTotalAmt07276
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0**TAX-AID'S ONGOING FINANCIAL COACHING PROGRAM PROVIDES VOLUNTEER COACHES TO HELP CLIENTS WITH LOW INCOME TO IDENTIFY AND REACH A SELF-DIRECTED FINANCIAL GOAL OF INCREASING SAVINGS, REDUCING DEBT OR INPROVING CREDIT SCORE OVER A PERIOD OF 6 MONTHS. OVER 14 CLIENTS HAVE BEEN COACHED SINCE THE PROGRAM INCEPTION IN 2012. THE COACHING PROGRAM IS UNDERGOING EVALUATION AND FY 2014 EXPENSES WERE LOWER.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011558
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0418755
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0278
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0147076
IRS990/PYOtherRevenueAmt015980
IRS990/PYRevenuesLessExpensesAmt097391
IRS990/PYSalariesCompEmpBnftPaidAmt0190546
IRS990/PYTotalExpensesAmt0337622
IRS990/PYTotalRevenueAmt0435013
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0150759
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0283000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0342982
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0477084
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0414873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0257868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0373580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0257394
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01780799
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt07276
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt015980
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt09678
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt08240
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt041174
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01088
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0278
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0468
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0563
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02897
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99840
IRS990ScheduleA/PublicSupportPY170Pct00.99830
IRS990ScheduleA/PublicSupportTotal170Amt01821973
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0484360
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0430853
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0267546
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0381820
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0257394
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01821973
IRS990ScheduleA/TotalSupportAmt01824870
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/BookValueAmt089300
IRS990ScheduleD/EquipmentGrp/DepreciationAmt071212
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0160512
IRS990ScheduleD/TotalBookValueLandBuildingsAmt089300
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/BooksAndPublicationsGrp/MethodOfDeterminingRevenuesTxt0CATALOG
IRS990ScheduleM/BooksAndPublicationsGrp/NoncashContributionsRptF990Amt02873
IRS990ScheduleM/IntellectualPropertyGrp/ContributionCnt02
IRS990ScheduleM/IntellectualPropertyGrp/MethodOfDeterminingRevenuesTxt0COMPARABLE SALES
IRS990ScheduleM/IntellectualPropertyGrp/NonCashCheckboxInd0X
IRS990ScheduleM/IntellectualPropertyGrp/NoncashContributionsRptF990Amt0133060
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0SITE SERVICES
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0COMPARABLE SALES
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt03200
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN ELECTRONIC VERSION OF FORM 990 (FYE 4/30/15) WAS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE FILING DEADLINE AND PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1*1* 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.*2* WHISTLE BLOWER POLICY IS INCLUDED IN THE NEW WRITTEN POLICIES.*3* DOCUMENT RETENTION & DESTRUCTION POLICY INCLUDES TAX-AID OPERATING DOCUMENTS AND CONFIDENTIAL CLIENT TAX RETURN DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OFFICERS (UNCOMPENSATED VOLUNTEERS) REVIEWED LOCAL INDUSTRY DATA IN ARRIVING AT COMPENSATION FOR ALL EMPLOYEES AND INDEPENDENT CONTRACTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3990 RETURNS ARE AVAILABLE ON GUIDESTAR.ORG. OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$442,412
Liabilities
$2,782
Net assets
$439,630
Revenue
$485,448
Expenses
$334,689
Net income
$150,759
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
2015Detailed filing. Detailed filing data is available for this year.$4.42$0.03$4.40$4.85$3.35$1.51
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