Civic Intelligence

Tax-Aid

990 • Fiscal year 2020 • EIN 94-3062518

May 01, 2019 to Apr 30, 2020 • Filed on Aug 30, 2020

Organization ProfileWWW.TAX-AID.ORG
235 Montgomery Street 1155San Francisco, CA 94104-3011

(415) 229-9239

Siviq Scores

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

Liabilities / Assets

74th percentile

0.09x

Higher debt load relative to assets than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.08x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

72nd percentile

23%

Higher net margin than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

98th percentile

$119,095

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 25.1% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

81st percentile

54%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

46%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$414,485

Up $145,770 (+54%) from 2019

Net Assets

Up

$377,716

Up $106,116 (+39%) from 2019

Liabilities

Up

$36,769

Up $39,654 (+1374%) from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin72nd percentile

Revenue

Up

$473,585

Up $148,859 (+46%) from 2019

Expenses

Up

$366,355

Up $21,730 (+6.3%) from 2019

Net Income

Up

$107,230

Up $127,129 (+639%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2020

Assets$414,485
Liabilities$36,769
Net Assets$377,716
Open 2020 Filing

Operations Trend

Revenue Growth87th 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

2020

Revenue$473,585
Expenses$366,355
Net Income$107,230
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Aug 30, 2020
Return Version
2019v5.0
Gross Receipts
$473,585
Mission and Program Overview

Mission

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

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$214,441$336,981▲ $122,540
Cash and Non-Interest-Bearing Accounts$15,525$55,356▲ $39,831
Land, Buildings, and Equipment, Net$33,704$17,997▼ $15,707
Prepaid Expenses and Deferred Charges$5,045$4,151▼ $894
Total Assets$268,715$414,485▲ $145,770
Liabilities
Unsecured Notes Loans Payable-$35,900-
Accounts Payable and Accrued Expenses$-2,885$869▲ $3,754
Total Liabilities$-2,885$36,769▲ $39,654
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$271,600$377,716▲ $106,116
Total Net Assets Fund Balance$271,600$377,716▲ $106,116
Total Liabilities and Net Assets / Fund Balance$268,715$414,485▲ $145,770

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,997$69,214$87,211
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleBaseTotal
Jill SturmExecutive Di$119,095$119,095

Board Members and Trustees

NameTitle
Eric HoedtChairman
Robert MasseyPresident
Brett KleinDirector
Caroline Tso ChenDirector
Jacquelene BishopDirector
Julie ParkDirector
Linda MontgomeryDirector
David AugustineSecretary
Elizabeth CapenerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$465,937
Program Service Revenue
$0
Investment Income
$5,087
Other Revenue
$2,561
All Other Contributions
$465,937
Change in Net Assets
$107,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$207,348
Other Expenses$159,007
Total Fundraising Expense$41,199
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$126,011$35,112$30,960$192,083
Occupancy-$34,136-$34,136
Depreciation Depletion$25,653--$25,653
Advertising$16,608-$6,375$22,983
Payroll Taxes$9,641$3,256$2,368$15,265
Office Expenses$9,529$2,947$1,496$13,972
Information Technology$10,295--$10,295
Fees for Services Accounting$235$9,364-$9,599
Insurance$2,510$656-$3,166
Conferences and Meetings$317$513-$830
Other Expenses$5,104$105-$105
Total Functional Expenses$235,940$89,216$41,199$366,355
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 4/30/20) 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 officers (uncompensated volunteers) reviewed local industry data in arriving at compensation for all employees and independent contractors.”

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

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

Form 990, Page 6, Part VI, Line 19

“990 returns available on guidestar.org. Other governing 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
2020-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Massey
Formed
1988
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
755

Preparer

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

Additional Explanations

Form 990, Part XI, Line 9

“Book / tax depreciation difference 2,684 reclassification adjustments -3,798 total -1,114”

Raw XML AppendixShowing 400 of 403 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ELECTRONIC VERSION (FYE 4/30/20) 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 OFFICERS (UNCOMPENSATED VOLUNTEERS) REVIEWED LOCAL INDUSTRY DATA IN ARRIVING AT COMPENSATION FOR ALL EMPLOYEES AND INDEPENDENT CONTRACTORS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4990 RETURNS AVAILABLE ON GUIDESTAR.ORG. OTHER GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOOK / TAX DEPRECIATION DIFFERENCE 2,684 RECLASSIFICATION ADJUSTMENTS -3,798 TOTAL -1,114
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt089216
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0235940
IRS990/TotalFunctionalExpensesGrp/TotalAmt0366355
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-30
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA G MONTGOMERY
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ReturnHeader/ReturnTs02020-09-04T10:56:21-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$414,485
Liabilities
$36,769
Net assets
$377,716
Revenue
$473,585
Expenses
$366,355
Net income
$107,230
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
2020Detailed filing. Detailed filing data is available for this year.$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. 2020 filings • 501(c)3 • <$500k nonprofits