Civic Intelligence

Tax-Aid

990 • Fiscal year 2016 • EIN 94-3062518

May 01, 2015 to Apr 30, 2016 • Filed on Aug 25, 2016

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

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

26th percentile

-8.1%

Higher net margin than 26% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

98th percentile

$109,145

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 33.6% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

35th percentile

-5.2%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-33%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$419,587

Down $22,825 (-5.2%) from 2015

Net Assets

Down

$413,475

Down $26,155 (-5.9%) from 2015

Liabilities

Up

$6,112

Up $3,330 (+120%) from 2015

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin26th percentile

Revenue

Down

$324,853

Down $160,595 (-33%) from 2015

Expenses

Up

$351,008

Up $16,319 (+4.9%) from 2015

Net Income

Down

-$26,155

Down $176,914 (-117%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2016

Assets$419,587
Liabilities$6,112
Net Assets$413,475
Open 2016 Filing

Operations Trend

Revenue Growth16th 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 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

2016

Revenue$324,853
Expenses$351,008
Net Income-$26,155
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Aug 25, 2016
Return Version
2015v2.0
Gross Receipts
$324,853
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$342,982$365,821▲ $22,839
Land, Buildings, and Equipment, Net$89,300$37,284▼ $52,016
Cash and Non-Interest-Bearing Accounts$5,000$11,688▲ $6,688
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$442,412$419,587▼ $22,825
Other Assets Total$5,130$4,794▼ $336
Liabilities
Accounts Payable and Accrued Expenses$2,782$6,112▲ $3,330
Total Liabilities$2,782$6,112▲ $3,330
Net Assets / Fund Balance
Unrestricted Net Assets$439,630$413,475▼ $26,155
Total Net Assets Fund Balance$439,630$413,475▼ $26,155
Total Liabilities and Net Assets / Fund Balance$442,412$419,587▼ $22,825

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$28,366$99,294$127,660
Equipment$8,918$32,947$41,865
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jill SturmExec DirectorFT$109,145$109,145

Board Members and Trustees

NameTitle
Eric HoedtChairman
Rob MasseyPresident
David AugustineDirector
Jacquelene BishopDirector
Jesse LloydDirector
Kenneth LeeDirector
Linda MontgomeryDirector
Mary CanningDirector
Cynthia RowlandSecretary
Elizabeth CapenerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$317,633
Program Service Revenue
$0
Investment Income
$1,442
Other Revenue
$5,778
All Other Contributions
$317,633
Change in Net Assets
$-26,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$195,035
Other Expenses$155,973
Total Fundraising Expense$25,642
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$107,269$62,411$25,355$195,035
Depreciation Depletion$62,208--$62,208
Office Expenses$3,284$33,372-$36,656
Fees for Services Accounting-$7,660-$7,660
Other Expenses$5,230--$5,230
Advertising$4,757-$287$5,044
Information Technology$4,181$248-$4,429
Insurance$1,410$2,534-$3,944
Conferences and Meetings$938--$938
Total Functional Expenses$219,141$106,225$25,642$351,008
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 4/30/16) 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 director 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
2016-08-25
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
3
Volunteers
853

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 452 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/BOYAmt02782
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06112
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ASSIST LOW-INCOME TAXPAYERS WITH PREPARATION OF THEIR INCOME TAX RETURNS; ALL SERVICES PROVIDED WITHOUT CHARGE.
IRS990/AdvertisingGrp/FundraisingAmt0287
IRS990/AdvertisingGrp/ProgramServicesAmt04757
IRS990/AdvertisingGrp/TotalAmt05044
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0317633
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0KEEPING YOUR BALANCE
IRS990/BooksInCareOfDetail/PhoneNum04153999844
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0548 MARKET ST 49172
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094104
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt05000
IRS990/CashNonInterestBearingGrp/EOYAmt011688
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt025355
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt062411
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0107269
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0195035
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0938
IRS990/ConferencesMeetingsGrp/TotalAmt0938
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0317633
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01442
IRS990/CYOtherExpensesAmt0155973
IRS990/CYOtherRevenueAmt05778
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-26155
IRS990/CYSalariesCompEmpBnftPaidAmt0195035
IRS990/CYTotalExpensesAmt0351008
IRS990/CYTotalFundraisingExpenseAmt025642
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0324853
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt062208
IRS990/DepreciationDepletionGrp/TotalAmt062208
IRS990/Desc0**IN 2016, OVER 7,642 HOURS OF VOLUNTEER TIME WAS CONTRIBUTED TO ACCOMPLISHING TAX-AID'S MISSION.**853 TAX-AID VOLUNTEERS PREPARED 2015 FEDERAL & STATE INCOME TAX RETURNS FOR 3,832 LOW-INCOME TAXPAYERS AT 30 LOCATIONS IN THE SAN FRANCISCO BAY AREA GENERATING TAX REFUNDS OF $3,892,900.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0209974
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07660
IRS990/FeesForServicesAccountingGrp/TotalAmt07660
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
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/OfficerInd4X
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/PersonNm0MARY CANNING
IRS990/Form990PartVIISectionAGrp/PersonNm1ELIZABETH CAPENER
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID AUGUSTINE
IRS990/Form990PartVIISectionAGrp/PersonNm3ERIC HOEDT
IRS990/Form990PartVIISectionAGrp/PersonNm4JESSE LLOYD
IRS990/Form990PartVIISectionAGrp/PersonNm5KENNETH LEE
IRS990/Form990PartVIISectionAGrp/PersonNm6ROB MASSEY
IRS990/Form990PartVIISectionAGrp/PersonNm7LINDA MONTGOMERY
IRS990/Form990PartVIISectionAGrp/PersonNm8JACQUELENE BISHOP
IRS990/Form990PartVIISectionAGrp/PersonNm9CYNTHIA ROWLAND
IRS990/Form990PartVIISectionAGrp/PersonNm10JILL STURM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt10109145
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/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXEC DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0324853
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0248
IRS990/InformationTechnologyGrp/ProgramServicesAmt04181
IRS990/InformationTechnologyGrp/TotalAmt04429
IRS990/InsuranceGrp/ManagementAndGeneralAmt02534
IRS990/InsuranceGrp/ProgramServicesAmt01410
IRS990/InsuranceGrp/TotalAmt03944
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01442
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01442
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0132241
IRS990/LandBldgEquipBasisNetGrp/BOYAmt089300
IRS990/LandBldgEquipBasisNetGrp/EOYAmt037284
IRS990/LandBldgEquipCostOrOtherBssAmt0169525
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/NetAssetsOrFundBalancesBOYAmt0439630
IRS990/NetAssetsOrFundBalancesEOYAmt0413475
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoncashContributionsAmt015955
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt033372
IRS990/OfficeExpensesGrp/ProgramServicesAmt03284
IRS990/OfficeExpensesGrp/TotalAmt036656
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt05130
IRS990/OtherAssetsTotalGrp/EOYAmt04794
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SITE/VOLUNTEER EXPENSES
IRS990/OtherExpensesGrp/Desc1SINGLE STOP/CONTRACTORS
IRS990/OtherExpensesGrp/Desc2PRINTING/PUBLICATIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt018544
IRS990/OtherExpensesGrp/ProgramServicesAmt111320
IRS990/OtherExpensesGrp/ProgramServicesAmt25230
IRS990/OtherExpensesGrp/TotalAmt018544
IRS990/OtherExpensesGrp/TotalAmt111320
IRS990/OtherExpensesGrp/TotalAmt25230
IRS990/OtherRevenueMiscGrp/BusinessCd0541200
IRS990/OtherRevenueMiscGrp/Desc0WAGE SUBSIDY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05778
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05778
IRS990/OtherRevenueTotalAmt05778
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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt09167
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0477084
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01088
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0156136
IRS990/PYOtherRevenueAmt07276
IRS990/PYRevenuesLessExpensesAmt0150759
IRS990/PYSalariesCompEmpBnftPaidAmt0178553
IRS990/PYTotalExpensesAmt0334689
IRS990/PYTotalRevenueAmt0485448
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-26155
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0342982
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0365821
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0301678
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0477084
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0414873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0257868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0373580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01825083
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt05778
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt07276
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt015980
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt09678
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt08240
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt046952
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01442
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01088
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0278
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0468
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03776
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99800
IRS990ScheduleA/PublicSupportPY170Pct00.99840
IRS990ScheduleA/PublicSupportTotal170Amt01872035
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0307456
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0484360
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0430853
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0267546
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0381820
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01872035
IRS990ScheduleA/TotalSupportAmt01875811
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/BookValueAmt08918
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032947
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt041865
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt028366
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt099294
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0127660
IRS990ScheduleD/TotalBookValueLandBuildingsAmt037284
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN ELECTRONIC VERSION OF FORM 990 (FYE 4/30/16) 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 DIRECTOR 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0442412
IRS990/TotalAssetsEOYAmt0419587
IRS990/TotalAssetsGrp/BOYAmt0442412
IRS990/TotalAssetsGrp/EOYAmt0419587
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0317633
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt025642
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0106225
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0219141
IRS990/TotalFunctionalExpensesGrp/TotalAmt0351008

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$419,587
Liabilities
$6,112
Net assets
$413,475
Revenue
$324,853
Expenses
$351,008
Net income
-$26,155
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
2016Detailed filing. Detailed filing data is available for this year.$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