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Untaxers Ltd FY2022 filing

Tax-deductible

Carson, CA501(c)(3)EducationEIN 83-1302748Revenue $419K in FY2022

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.
92¢ of each $1 spent went to programs.
$265K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2022 · 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
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$265K
to officers and key staff · 66% of spending
Concern: pay to officers and key staff is 66% of spending; over 30%.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: -0.1 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$166K
90% of total assets
Concern: liabilities are 90% of assets; over 80%.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$419K
-45% vs prior year
Spent
$403K
To programs
92%
Net assets
$18K
By yearFY2020–FY2025
Revenue
$419K
FY2022▼ -45%
Tap a bar for its year
Revenue by fiscal year
FY2020$441K
FY2021$759K
FY2022$419K
FY2023$5K
FY2024$1K
FY2025Not on file
Expenses
$403K
FY2022▼ -41%
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
$18K
FY2022▼ -70%
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 FY2022 Form 990 · see the original

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You’re viewing the FY2022 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

92 cents of each dollar spent went to programs.

Program services 92% · $371K Management & general 8% · $32K

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

5 people listed on the 990; $265K paid to officers and key staff.

Part VII, Section A · reportable compensation
Penelopy Jorda
Exacutive Mgr
$249,999Pt VII · Sec A
Jd Lowe
Administration
$15,000Pt VII · Sec A
Jj Castruita
Director
$0Pt VII · Sec A
$0Pt 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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1 program · $205K · in their own filed words · FY2022
01

Taxpayer assistance

$205Kprogram expense

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$419K
Ln 12
Gifts and grantsLn 1h$419K
Investment incomeLn 3$315
Money outPt IX
$403K
Ln 25
Programscol B$371K
Managementcol C$32K
Owns and owesPt X
$18K
net assets · Ln 32
Cash and savingsLn 1–2−$2K
Total assetsLn 16$185K
LiabilitiesLn 26$166K
PeoplePt VI, VII
5
listed · VII A
PaidVII A2
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$419K
Investment incomeLn 3$315
Total revenueLn 12$419K
Assets in detailPt X, end of year
CashLn 1−$2K
Cash and savings togetherLn 1–2−$2K
Land, buildings, equipmentLn 10c$170K
Total assetsLn 16$185K
LiabilitiesLn 26$166K
Net assetsLn 32$18K
OperationsPt I, VI
EmployeesI 53
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$56K−$2K
Land, buildings, equipmentLn 10c$91K$170K
Total assetsLn 16$175K$185K
LiabilitiesLn 26$115K$166K
Net assetsLn 32$61K$18K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$250K$250K
Pension plan contributionsLn 8$13K$13K
Other employee benefitsLn 9$8K$8K
Accounting feesLn 11c$15K$15K
Advertising and promotionLn 12$24K$24K
Office expensesLn 13$59K$59K
TravelLn 17$24K$24K
InsuranceLn 23$10K$10K
Other expenses (24a–d)Ln 24$1K$1K
Total functional expensesLn 25$403K$371K$32K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest 990 PDF
FY2024 $1K 990 PDF
FY2023 $5K−$168K 990 PDF
FY2022 Viewing $419K$403K$16K$18K 990 PDF
FY2021 $759K$686K$74K$61K 990 PDF
FY2020 $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 FY2022 990 (6 parts)
Part I · Summary $419,312 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $759,488$418,997
I-9 Program service revenue$0
I-10 Investment income$315
I-11 Other revenue$0
I-12 Total revenuePrior year $759,488$419,312
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $142,574$270,591
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $543,161$132,823
I-18 Total expensesPrior year $685,735$403,414
I-19 Revenue less expensesPrior year $73,753$15,898
Part VI · Governance 3 of 3 board members independent, 1 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $419,312 across 5 lines filed
VIII-1f All other contributions, gifts and grants$418,997
VIII-1h Total contributions, gifts and grants$418,997
VIII-3 Investment incomeRelated to mission $315$315
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $315$419,312
Part IX · Statement of functional expenses $403,414 across 9 lines filed
IX-7 Other salaries and wagesPrograms $249,999$249,999
IX-8 Pension plan contributionsManagement $12,554$12,554
IX-9 Other employee benefitsManagement $8,038$8,038
IX-11c Accounting feesPrograms $15,000$15,000
IX-12 Advertising and promotionPrograms $24,135$24,135
IX-13 Office expensesPrograms $58,572$58,572
IX-17 TravelPrograms $23,600$23,600
IX-23 InsuranceManagement $10,165$10,165
IX-24 Other expenses (24a–d)Management $1,351$1,351
IX-25 Total functional expensesPrograms $371,306 · Management $32,108 · Fundraising $0$403,414
Part X · Balance sheet $184,562 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $56,189−$1,941
X-3 Pledges and grants receivable$16,323
X-10c Land, buildings and equipment, netStart of year $91,491$170,180
X-16 Total assetsStart of year $175,360$184,562
X-17 Accounts payable and accrued expenses$17,155
X-26 Total liabilitiesStart of year $114,579$166,155
X-27 Net assets without donor restrictionsStart of year $60,781$18,407
X-32 Total net assets or fund balancesStart of year $60,781$18,407
X-33 Total liabilities and net assetsStart of year $175,360$184,562
Part XI · Reconciliation of net assets $18,407 net assets at year end
XI-1 Total revenue$419,312
XI-2 Total expenses$403,414
XI-3 Revenue less expenses$15,898
XI-4 Net assets at start of year$60,781
XI-10 Net assets at end of year$18,407

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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