Civic Intelligence

Tax-Aid

990 • Fiscal year 2024 • EIN 94-3062518

May 01, 2023 to Apr 30, 2024 • Filed on Jan 24, 2025

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

47th percentile

0.01x

Higher debt load relative to assets than 47% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.01x

Higher debt load relative to revenue than 49% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$141,811

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 34.4% of source-year revenue.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

16th percentile

-13%

Faster asset growth than 16% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-17%

Faster revenue growth than 18% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$579,473

Down $83,067 (-13%) from 2023

Net Assets

Down

$573,800

Down $78,688 (-12%) from 2023

Liabilities

Down

$5,673

Down $4,379 (-44%) from 2023

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin15th percentile

Revenue

Down

$412,325

Down $86,988 (-17%) from 2023

Expenses

Up

$491,013

Up $43,838 (+9.8%) from 2023

Net Income

Down

-$78,688

Down $130,826 (-251%) from 2023

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 2024: $579,473Liabilities 2024: $5,673Net Assets 2024: $573,8002024Assets 2025: $619,801Liabilities 2025: $1,037Net Assets 2025: $618,7642025

Highlighted filing

2024

Assets$579,473
Liabilities$5,673
Net Assets$573,800
Open 2024 Filing

Operations Trend

Revenue Growth18th 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 2024: $412,325Expenses 2024: $491,013Net Income 2024: -$78,6882024Revenue 2025: $569,299Expenses 2025: $529,129Net Income 2025: $40,1702025

Highlighted filing

2024

Revenue$412,325
Expenses$491,013
Net Income-$78,688
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Jan 24, 2025
Return Version
2023v6.0
Gross Receipts
$412,325
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$615,988$536,227▼ $79,761
Cash and Non-Interest-Bearing Accounts$35,102$32,524▼ $2,578
Prepaid Expenses and Deferred Charges$6,828$6,728▼ $100
Land, Buildings, and Equipment, Net$4,622$3,994▼ $628
Total Assets$662,540$579,473▼ $83,067
Liabilities
Accounts Payable and Accrued Expenses$10,052$5,673▼ $4,379
Total Liabilities$10,052$5,673▼ $4,379
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$652,488$573,800▼ $78,688
Total Net Assets Fund Balance$652,488$573,800▼ $78,688
Total Liabilities and Net Assets / Fund Balance$662,540$579,473▼ $83,067

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,994$70,573$74,567
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jill SturmExecutive DiFT$141,811$141,811

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
$397,785
Program Service Revenue
$0
Investment Income
$14,540
Other Revenue
$0
All Other Contributions
$392,785
Change in Net Assets
$-78,688

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 Property1$7,706
Books and Publications-$4,320
Total Noncash Contributions1$12,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$314,692
Other Expenses$176,321
Total Fundraising Expense$28,559
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$149,528--$149,528
Comp Disqual Persons$82,942$38,548$20,321$141,811
Occupancy-$47,525-$47,525
Payroll Taxes$18,646$3,129$1,578$23,353
Information Technology$19,721--$19,721
Fees for Services Accounting-$9,022-$9,022
Travel$7,686$432-$8,118
Advertising$7,720--$7,720
Office Expenses$5,136$1,238$110$6,484
Conferences and Meetings$5,958$40-$5,998
Insurance$4,432--$4,432
Other Expenses$4,320-$6,550$4,320
Depreciation Depletion$1,864--$1,864
Fees for Services Legal$100$20-$120
Total Functional Expenses$362,500$99,954$28,559$491,013
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

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 4/30/24) 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
2025-01-24
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
Raw XML Appendix395 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/SavingsAndTempCashInvstGrp/BOYAmt0615988
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014540
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07884
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IRS990ScheduleA/PublicSupportPY170Pct00.99460
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt070573
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt074567
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03994
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/BooksAndPublicationsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/BooksAndPublicationsGrp/NoncashContributionsRptF990Amt04320
IRS990ScheduleM/IntellectualPropertyGrp/ContributionCnt01
IRS990ScheduleM/IntellectualPropertyGrp/NonCashCheckboxInd0X
IRS990ScheduleM/IntellectualPropertyGrp/NoncashContributionsRptF990Amt07706
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ELECTRONIC VERSION (FYE 4/30/24) 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/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
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0662540
IRS990/TotalAssetsGrp/EOYAmt0579473
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0397785
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt028559
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt099954
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0362500
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IRS990/TravelGrp/ManagementAndGeneralAmt0432
IRS990/TravelGrp/ProgramServicesAmt07686
IRS990/TravelGrp/TotalAmt08118
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IRS990/USAddress/CityNm0SAN FRANCISCO
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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/SignatureDt02025-01-24
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
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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
ReturnHeader/PreparerPersonGrp/PhoneNum04159579396
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA G MONTGOMERY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-01-24T16:29:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$579,473
Liabilities
$5,673
Net assets
$573,800
Revenue
$412,325
Expenses
$491,013
Net income
-$78,688
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
2024Detailed filing. Detailed filing data is available for this year.$5.79$0.06$5.74$4.12$4.91$0.79
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