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Tax-Aid

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 943062518 ✦ San francisco, CA ✦ Designated as a 501(c)(3)

Overview

What is Tax-Aid?

Tax-Aid is a nonprofit organization located in San Francisco, California. With a small team of dedicated volunteers, Tax-Aid offers year-round, free tax services to strengthen the San Francisco Bay Area community. In 2023, they have contributed over 4,824 volunteer hours, helping 1,101 low-income taxpayers file their 2022 federal and state income tax returns. As a result, these individuals have received tax refunds totaling $955,735. Tax-Aid's mission is to empower local residents by ensuring they can access essential tax support, ultimately contributing to their financial stability.


Official website here: www.tax-aid.org

Is Tax-Aid legitimate?

Tax-Aid is a legitimate nonprofit organization registered as a 501(c)(3) entity. Tax-Aid submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.

Here are some key statistics you may want to consider:

Executive Compensation: $135,825
Professional Fundraising Fees: $0
Other Salaries and Wages: $108,803

For more financial information, click here


Official website here: www.tax-aid.org

What is the mission statement of Tax-Aid?

Tax-Aid's mission is to enhance their community by offering year-round, free tax services, facilitated by skilled volunteers. Their primary objective is to provide this service to low-income taxpayers, thereby generating tax refunds for them. In 2023, this mission was supported by over 4,824 hours of volunteer time. As of April 30, 2023, 493 Tax-Aid volunteers had prepared 1,101 federal and state income tax returns for these individuals, resulting in refunds totaling 955,735. Volunteers continue their work on returns, extending up to the October 16, 2023, extended due date for California residents in the federal disaster area counties affected by winter storms.


Official website here: www.tax-aid.org

Who is the CEO of Tax-Aid?

Robert Massey is the Executive Di of Tax-Aid.


Official website here: www.tax-aid.org

What is the revenue of Tax-Aid?

Tax-Aid's revenue in 2023 was $499,313.


Official website here: www.tax-aid.org

Who are the executives of Tax-Aid and what are their salaries?

The average compensation at Tax-Aid during 2023 was $81,543. There are 3 employees at Tax-Aid.

Here are 11 key members and their salaries:

    Jill Sturm (Executive Di)
  • Compensation: $135,825
  • Related: $0
  • Other: $0

    • David Augustine (Secretary) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Jacquelene Bishop (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Elizabeth Capener (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Caroline Tso Chen (Treasurer) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Eric Hoedt (Chairman) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Brett Klein (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Robert Massey (President) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Linda Montgomery (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Monica Opoku-Geren (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Stephanie Scott (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


  • Official website here: www.tax-aid.org

    Where can I find the form 990 for Tax-Aid?

    The Tax-Aid’s most recent form 990 was submitted in 2023 and can be accessed here


    Official website here: www.tax-aid.org

    Learn more at the official website: www.tax-aid.org

    Mission Statement of Tax-Aid

    Tax-Aid, a nonprofit organization, leverages the expertise of skilled volunteers to offer year-round, complimentary tax services. The primary aim of Tax-Aid is to bolster its San Francisco Bay Area community by providing these services. Through this initiative, Tax-Aid contributes significantly to the well-being of low-income taxpayers. In the year 2023, this mission was upheld through the dedication of over 4,824 volunteer hours. During this period, 493 Tax-Aid volunteers prepared and submitted 1,101 income tax returns for residents in the San Francisco Bay Area. These returns resulted in tax refunds totaling 955,735 dollars. The volunteers' commitment extends beyond the standard tax deadline, with work on returns continuing until October 16, 2023, for California residents in disaster-affected areas due to winter storms.

    Impact

    This information is meant to be a general summary of Tax-Aid. Please take the time to review official sources before making any decisions based upon the content provided here.




    Wednesday, July 24, 2024

    Tax-Aid's impact in the San Francisco Bay Area is significant. In 2023 alone, over 4,824 hours of volunteer time were dedicated to providing free tax services to low-income taxpayers. This resulted in 1,101 individuals having their 2022 federal and state income tax returns prepared, generating tax refunds amounting to $955,735. This assistance not only eases the financial burden on these individuals but also contributes to strengthening the community as a whole. The dedicated volunteers at Tax-Aid continue to work diligently on returns, extending their support to those affected by the recent winter storms. Such impactful work showcases the organization's commitment to enhancing the financial well-being of individuals in need.





    Financials

    This financial information is from Propublica.

    Revenue
    Expenses
    Efficiency

    Other financial information:

    This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $5,551
  • Program Service Revenue: $0
  • Gross Receipts: $499,357

    • Assets and Liabilities:
  • Total Assets: $662,540
  • Total Liabilities: $10,052
  • Net Assets: $652,488
  • Organization Details

    Founding Year

    1988

    Principal Officer

    Robert Massey

    Main Address

    235 MONTGOMERY STREET 1155, SAN FRANCISCO, CA, 941043011

    NTEE Category

    Code: W20 - Public benefit

    If you are a representative of Tax-Aid and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.