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EIN 94-3062518

Tax-Aid

IRS 501(c) type
501(c)(3)
Num. employees
7
City
San Francisco
State
California
Year formed
1988
Most recent tax filings
2024-04-01
NTEE code, primary
W20: Government and Public Administration
Description
Tax-Aid strengthens the San Francisco Bay Area community by providing free tax services year-round, achieved through the dedication of skilled volunteers. In 2023, over 4,824 hours were volunteered by 493 individuals who prepared 1,101 federal and state income tax returns for low-income taxpayers in the area up until April 30th.
Total revenues
$412,325
2024
Total expenses
$491,013
2024
Total assets
$579,473
2024
Num. employees
7
2024

Program areas at Tax-Aid

In 2024, over 4,770 hours of volunteer time was contributed to accomplish Tax-Aid's mission. Through april 30, 2024, 1,499 Tax-Aid volunteers prepared 2023 federal and state income tax returns for 1,641 low-income taxpayers in the san francisco bay area generating tax refunds of 1,302,140. Volunteers will continue to work on returns until the october 15, 2024 extended due date.

Who funds Tax-Aid

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Sergey Brin Family FoundationGeneral Operating Support$50,000
Sobrato Family Foundation (SFF)Support for Tax-Aid'S San Mateo and Santa Clara County Programming.$50,000
Lange Family FoundationLow Income Tax Clinics$25,000
...and 5 more grants received

Personnel at Tax-Aid

NameTitleCompensation
Jill SturmExecutive Director$141,811
Minnie SageProgram Director

Financials for Tax-Aid

RevenuesFYE 04/2024
Total grants, contributions, etc.$397,785
Program services$0
Investment income and dividends$14,540
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$412,325

Form 990s for Tax-Aid

Fiscal year endingDate received by IRSFormPDF link
2024-042025-01-24990View PDF
2023-042023-10-13990View PDF
2022-042022-08-29990View PDF
2021-042021-11-29990View PDF
2020-042020-12-14990View PDF
...and 10 more Form 990s
Data update history
January 11, 2025
Received grants
Identified 3 new grant, including a grant for $50,000 from Sergey Brin Family Foundation
August 25, 2024
Received grants
Identified 8 new grant, including a grant for $110,000 from Silicon Valley Community Foundation (SVCF)
November 26, 2023
Posted financials
Added Form 990 for fiscal year 2023
November 26, 2023
Received grants
Identified 3 new grant, including a grant for $30,000 from The Palo Alto Community Fund
June 26, 2023
Received grants
Identified 7 new grant, including a grant for $75,000 from Sergey Brin Family Foundation
Nonprofit Types
Public sector nonprofitsFamily service centersCharities
Issues
Public policy
Characteristics
State / local levelReceives government fundingCommunity engagement / volunteeringTax deductible donationsAccepts online donations
General information
Address
235 Montgomery St 1155
San Francisco, CA 94104
Metro area
San Francisco-Oakland-Berkeley, CA
County
San Francisco County, CA
Website URL
tax-aid.org/ 
Phone
(415) 229-9239
IRS details
EIN
94-3062518
Fiscal year end
April
Taxreturn type
Form 990
Year formed
1988
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
W20: Government and Public Administration
NAICS code, primary
624190: Individual and Family Services
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - In Process
FTB status revoked
Not revoked
AG Registration Number
066719
FTB Entity ID
1607572
AB 488 data last updated ("as-of") date
2025-03-19
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