Tax-Aid
- Assets
- $606.6k
- Revenue
- $726.1k
- Investments
- $0.0
- Employees
- 2
- Location
- San Francisco, CA
- Founding
- 07/1992
- Data as of
- 04/2022
- EIN
- 94-3062518
Organization Overview
Tax-Aid is located in San Francisco, CA. The organization was established in 1992. According to its NTEE Classification (W22) the organization is classified as: Public Finance, Taxation & Monetary Policy, under the broad grouping of Public & Societal Benefit and related organizations. As of 04/2022, Tax-Aid employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Tax-Aid is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 04/2022, Tax-Aid generated $726.1k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 12.2% each year . All expenses for the organization totaled $455.9k during the year ending 04/2022. While expenses have increased by 3.8% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THROUGH SKILLED VOLUNTEERS, TAX-AID PROVIDES YEAR-ROUND FREE TAX SERVICES TO STRENGTHEN OUR SAN FRANCISCO BAY AREA COMMUNITY
Describe the Organization's Program Activity:
Part 3 - Line 4a
IN 2022, OVER 3,425 HOURS OF VOLUNTEER TIME WAS CONTRIBUTED TO ACCOMPLISH TAX-AID'S MISSION. WORKING VIRTUALLY, 394 TAX-AID VOLUNTEERS PREPARED 2021 FEDERAL AND STATE INCOME TAX RETURNS FOR 1,495 LOW-INCOME TAXPAYERS IN THE SAN FRANCISCO BAY AREA GENERATING TAX REFUNDS OF 1,516,962.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jill Sturm Executive Di | $128,806 | ||
David Augustine Secretary | OfficerTrustee | $0 | |
Eric Hoedt Chairman | OfficerTrustee | $0 | |
Caroline Tso Chen Treasurer | OfficerTrustee | $0 | |
Robert Massey President | OfficerTrustee | $0 | |
Jacquelene Bishop Director | Trustee | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $77,827 |
| All other contributions, gifts, grants, and similar amounts not included above | $647,949 |
| Noncash contributions included in lines 1a–1f | $11,979 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $725,776 |
| Total Program Service Revenue | $0 |
| Investment income | $316 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $726,092 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $211,821 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $17,072 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $8,700 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $11,123 |
| Office expenses | $7,214 |
| Information technology | $23,922 |
| Royalties | $0 |
| Occupancy | $42,627 |
| Travel | $2,001 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $153 |
| Interest | $145 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $7,744 |
| Insurance | $6,248 |
| All other expenses | $180 |
| Total functional expenses | $455,881 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $42,825 |
| Savings and temporary cash investments | $552,021 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $4,201 |
| Net Land, buildings, and equipment | $7,602 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $606,649 |
| Accounts payable and accrued expenses | $6,204 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $6,204 |
| Net assets without donor restrictions | $600,445 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $606,649 |
Grants Recieved
Over the last fiscal year, we have identified 11 grants that Tax-Aid has recieved totaling $375,339.
| Awarding Organization | Amount |
|---|---|
Silicon Valley Community Foundation Mountain View, CA PURPOSE: Human Services | $125,000 |
Sergey Brin Family Foundation San Francisco, CA PURPOSE: GENERAL OPERATING SUPPORT | $75,000 |
Lura-Lee G And William E Langefoundation Maryville, TN PURPOSE: LOW INCOME TAX CLINICS | $50,000 |
Sobrato Family Foundation Mountain View, CA PURPOSE: GENERAL OPERATING SUPPORT | $30,000 |
Sobrato Family Foundation Mountain View, CA PURPOSE: GENERAL OPERATING SUPPORT | $30,000 |
Sunlight Giving Palo Alto, CA PURPOSE: GENERAL SUPPORT | $25,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Sacramento County Tobacco Securitization Corporation Sacramento, CA | $181,135,770 | $17,765,248 |
Maplight Berkeley, CA | $910,087 | $1,795,058 |
State Association Of County Retirement Systems Sacramento, CA | $1,904,634 | $1,443,308 |
Retirement Security Initiative Roseville, CA | $302,775 | $1,159,628 |
Howard Jarvis Taxpayers Foundation Laguna Niguel, CA | $3,222,048 | $1,439,338 |
Arizona Tax Research Association Phoenix, AZ | $214,797 | $549,361 |
Tax-Aid San Francisco, CA | $606,649 | $726,092 |
Oregonians Against Tax Hikes San Rafael, CA | $0 | $414,671 |
Taxpayers Association Of Oregon Portland, OR | $130,088 | $286,727 |
Nevada Taxpayers Association Inc Carson City, NV | $173,211 | $126,799 |
Contra Costa Taxpayers Assn Inc Walnut Creek, CA | $25,183 | $0 |
California Medical Billing Advocates San Francisco, CA | $20,229 | $0 |