Untaxers Ltd FY2020 filing

Tax-deductible

Carson, CA501(c)(3)EducationEIN 83-1302748Revenue $441K in FY2020

On file with the IRSuntaxers.org552 E Carson St 104286, 90745-2887 · Carson, CATax-exempt since Sep 2018Publicly supported charity — 170(b)(1)(A)(vi)

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We provide high levels of qualified assistance on a sliding scale compensation basis through a combination of community education and one-on-one assistance, creating end product of vesting and understanding of individuals tax responsibilities.

501(c)(3) charity; gifts are tax-deductible.
40¢ of each $1 spent went to programs.
$190K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 3
filings with a surplus
Average surplus $29K a year · 5% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
40%
of spending
Concern: 40% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$190K
to officers and key staff · 43% of spending
Concern: pay to officers and key staff is 43% of spending; over 30%.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$200K
107% of total assets
Concern: liabilities are 107% of assets; over 80%.
Pt X · Ln 26
Independent board members
0
of 3 voting members
Concern: none of 3 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$441K
Spent
$445K
To programs
40%
Net assets
−$13K
By yearFY2020–FY2025
Revenue
$441K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$441K
FY2021$759K
FY2022$419K
FY2023$5K
FY2024$1K
FY2025Not on file
Expenses
$445K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$445K
FY2021$686K
FY2022$403K
FY2023Not on file
FY2024Not on file
FY2025Not on file
Net assets
−$13K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020−$13K
FY2021$61K
FY2022$18K
FY2023−$168K
FY2024Not on file
FY2025Not on file

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2018.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

40 cents of each dollar spent went to programs.

Program services 40% · $178K Management & general 30% · $134K Fundraising 30% · $134K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990; $190K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir.
$150,000Pt VII · Sec A
$40,500Pt VII · Sec A
$0Pt VII · Sec A

Penelopy Jorda’s $250K as Exacutive Mgr is at the 99th percentile of top reported officer pay among 146 <$100K education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2022FY2020
Penelopy Jorda$249,999—
Penelopy Jordan—$150,000
Kaziah Camacho—$40,500
Jd Lowe$15,000—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Educate and assist individuals with tax responsibilities on a sliding scale.

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Provided by the organization

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2 programs · $178K · in their own filed words · FY2020
01

In 2020 we acheived 125,011 total outreach touches during our taxpayer advocacy campaigns. This acheivement helps us reach our goals by aligning with our mission to assist taxpayers with compliance and vesting to understanding their tax obligations.

$178Kprogram expense
02

COVID-19 Assistance Campaigns

Pt IX · col B

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$441K
Ln 12
Gifts and grantsLn 1h$441K
Money outPt IX
$445K
Ln 25
Programscol B$178K
Managementcol C$134K
Fundraisingcol D$134K
Owns and owesPt X
−$13K
net assets · Ln 32
Cash and savingsLn 1–2$72K
Total assetsLn 16$187K
LiabilitiesLn 26$200K
PeoplePt VI, VII
3
listed · VII A
PaidVII A2
Voting boardVI 1a3
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$441K
Gains on assetsLn 7$0
Total revenueLn 12$441K
Assets in detailPt X, end of year
CashLn 1$68K
SavingsLn 2$4K
Cash and savings togetherLn 1–2$72K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$115K
Other assetsLn 15$0
Total assetsLn 16$187K
LiabilitiesLn 26$200K
Net assetsLn 32−$13K
OperationsPt I, VI
EmployeesI 53
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$72K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$84K$115K
Total assetsLn 16$75K$187K
LiabilitiesLn 26$84K$200K
Net assetsLn 32−$9K−$13K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$190K$76K$57K$57K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$17K$7K$5K$5K
Management feesLn 11a$0
Legal feesLn 11b$11K$4K$3K$3K
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$14K$6K$4K$4K
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$72K$29K$22K$22K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$6K$3K$2K$2K
TravelLn 17$9K$4K$3K$3K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$6K$2K$2K$2K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$21K$8K$6K$6K
InsuranceLn 23$24K$10K$7K$7K
Other expenses (24a–d)Ln 24$68K$27K$21K$21K
All other expensesLn 24e$7K$3K$2K$2K
Total functional expensesLn 25$445K$178K$134K$134K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest 990 PDF
FY2024 $1K 990 PDF
FY2023 $5K−$168K 990 PDF
FY2022 $419K$403K$16K$18K 990 PDF
FY2021 $759K$686K$74K$61K 990 PDF
FY2020 Viewing $441K$445K−$4K−$13K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $441,142 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $425,634$441,142
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $425,634$441,142
I-13 Grants and similar amounts paidPrior year $15,740$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $240,173$207,660
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $131,513$237,442
I-18 Total expensesPrior year $387,426$445,102
I-19 Revenue less expensesPrior year $38,208−$3,960
Part VI · Governance 0 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $441,142 across 10 lines filed
VIII-1b Membership dues$192,072
VIII-1d Related organizations$73,668
VIII-1f All other contributions, gifts and grants$175,402
VIII-1h Total contributions, gifts and grants$441,142
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenue$441,142
Part IX · Statement of functional expenses $445,102 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $76,200 · Management $57,150 · Fundraising $57,150$190,500
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $6,864 · Management $5,148 · Fundraising $5,148$17,160
IX-11a Management fees$0
IX-11b Legal feesPrograms $4,238 · Management $3,179 · Fundraising $3,179$10,596
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management feesPrograms $5,592 · Management $4,194 · Fundraising $4,193$13,979
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $28,747 · Management $21,561 · Fundraising $21,560$71,868
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $2,536 · Management $1,902 · Fundraising $1,902$6,340
IX-17 TravelPrograms $3,748 · Management $2,811 · Fundraising $2,811$9,370
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestPrograms $2,376 · Management $1,782 · Fundraising $1,781$5,939
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $8,220 · Management $6,165 · Fundraising $6,164$20,549
IX-23 InsurancePrograms $9,504 · Management $7,128 · Fundraising $7,128$23,760
IX-24 Other expenses (24a–d)Programs $27,384 · Management $20,540 · Fundraising $20,538$68,462
IX-24e All other expensesPrograms $2,632 · Management $1,975 · Fundraising $1,972$6,579
IX-25 Total functional expensesPrograms $178,041 · Management $133,535 · Fundraising $133,526$445,102
Part X · Balance sheet $187,028 assets, 17 lines filed
X-1 Cash, non-interest-bearing$67,514
X-2 Savings and temporary cash investments$4,468
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year −$9,012$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $83,596$115,046
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $74,584$187,028
X-26 Total liabilitiesStart of year $83,596$200,000
X-27 Net assets without donor restrictionsStart of year −$9,012−$12,972
X-32 Total net assets or fund balancesStart of year −$9,012−$12,972
X-33 Total liabilities and net assetsStart of year $74,584$187,028
Part XI · Reconciliation of net assets −$12,972 net assets at year end
XI-1 Total revenue$441,142
XI-2 Total expenses$445,102
XI-3 Revenue less expenses−$3,960
XI-4 Net assets at start of year−$9,012
XI-10 Net assets at end of year−$12,972

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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