The Untaxer EIN 88-1963280 Form 990 (PDF) Claim this org

The Untaxer

Not yet claimed Claim this org →

Provides sliding-scale tax services and taxpayer research. For fiscal year 2025 it reported $247K in revenue, $362K in expenses, and $3K in net assets.Pt I

Type
Public charity (501(c)(3)) · Arts & Culture
Location
Scottsdale, AZ
Website
www.untaxers.org
Filings
4 on file (2022–2025)
Revenue
$247KFY2025
Expenses
$362K
Net assets
$3K
People
3
Filings
4
Updates
0
More identity details & actions ⌄
EIN  88-1963280 Public charity (501(c)(3)) Scottsdale, AZ
Form 990 (PDF)
Compare with another nonprofit →
Is this your organization?
Claim this profile to manage it and share your story.
Claim
Provided by the organization

This section is blank until The Untaxer claims this page.

Know this organization? Claim it to add your story

Size
$100K–1M
What they do
Provides sliding-scale tax services and taxpayer research.
Leadership
Pen · Jor · $300K
Money in and out
$247K revenue, $362K expenses
Bottom line
42% program efficiency
Where the money goes · FY2025
Total revenue
$247K
Pt VIII · Ln 12
Total expenses
$362K
Pt IX · Ln 25
Net assets
$3K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$116K
Where spending went · Part IX cols B–D
Program services $0.42 Management & general $0.34 Fundraising $0.24
Program efficiency
42%
of spending reaches programs▼ -58% vs prior filing year
Operating runway
0.0mo
months of highly liquid reserves at operating expense rate▼ -100% vs prior filing year
Surplus margin
-47%
revenue over expenses, this year▼ -919% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$247K
FY2025▼ -37%
Expenses
$362K
FY2025▼ -11%
Total assets
$3K
FY2025▼ -98%
Total liabilities
$0
FY2025▼ -100%
Total revenue
$247K
Pt VIII · Ln 12
Total expenses
$362K
Pt IX · Ln 25
Net assets
$3K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$116K
Total assetsPt X · Ln 16$3K
Program-expense ratioPt IX · col B42%
Voting members of governing bodyPt I · Ln 33
Independent voting membersPt I · Ln 4pending
Mission & Programs · Part III

Where the work happens

2 program services account for $265K of program spending, described in the organization's own filed words · FY2025.
01

Expanded case studies conducted

$256Kprogram expense
02

Continued multi year research study into the new technology options

$9Kprogram expense

Run this program? Claim this org to tell your story

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CThe Untaxer
EINHdr · item D88-1963280
Principal addressHdr · item CScottsdale, AZ
WebsiteHdr · item Jwww.untaxers.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MAZ
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFArts & Culture (A05)
Ruling yearIRS BMFJul 2022

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a3
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Jor
$299,999Pt VII · Sec A
Open
Secretary
$0Pt VII · Sec A
Lorraine
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024
Pen$299,999
Penelopy$295,384

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.

See The Untaxer executive salaries →

Are you one of these people? Claim this org to confirm your role

Statement of Revenue

Part VIII
Contributions & grants100%$247K
Total revenueLn 12$247K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.42 Management & general $0.34 Fundraising $0.24
Program services42%$152K
Management & general34%$125K
Fundraising24%$85K
Total functional expensesLn 25$362K

Balance Sheet

Part X · end of year
CashLn 1$98
Total assetsLn 16$3K
Total liabilitiesLn 26$0
Total net assetsLn 32$3K
Months of cash on handcomputed0.0

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $98 · Operating expenses/yr $362K
0.0 months
Where the money goes
Program services
Program services $152K · Total expenses $362K
42%
Management & General
Management & general $125K · Total expenses $362K
34%
Fundraising
Fundraising $85K · Total expenses $362K
24%
Cost to raise $1
Fundraising expense (3-yr avg) $28K · Solicited contributions (3-yr avg) $294K
$0.10 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $247K · Total revenue $247K
100%
Government reliance
Government grants — · Total revenue $247K
Earned-income share
Program service revenue $0 · Total revenue $247K
0%
Investment reliance
Investment income $0 · Total revenue $247K
0%
Program self-sufficiency
Program service revenue $0 · Total expenses $362K
0%
Growth & trend
Revenue growth (YoY)
This year $247K · Prior year $391K
-37%
Net-asset trend (YoY)
End of year $3K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $247K · Expenses $362K
-47%
Liabilities-to-Assets
Total liabilities — · Total assets $3K
Net-asset ratio
Net assets $3K · Total assets $3K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $3K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Pen · Reported title JOR · Highest reported compensation $300K · Total expenses $362K
83%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $268K · Total expenses $362K
74%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 42%
Overhead ratio 34%
Fundraising cost ratio 35%
Revenue growth -37%
Accounting fee ratio 0.5%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · this organization's grantmaking
Grants paid · 1 grant · $1K · 2023–2023

Similar Organizations

Closest in mission — by what they do
See all organizations like The Untaxer →

Compare

Search another nonprofit to view revenue, expenses, assets, key metrics, and leaders side by side

Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$247K revenue · viewing · ⤓ 990 PDF
FY2024$391K revenue · ⤓ 990 PDF
FY2023$369K revenue · ⤓ 990 PDF
FY2022$132K revenue · ⤓ 990 PDF

Want to add your own materials alongside these filings? Claim this org

Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the peer-cohort and compensation comparisons above.