Through skilled volunteers, Tax-Aid provides year-round free Tax services to strengthen our san francisco bay area community

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
$129K 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

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
3 of 5
filings with a surplus
Average surplus $38K a year · 8% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$129K
to officers and key staff · 28% of spending
Worth a look: pay to officers and key staff is 28% of spending; over 20%.
Pt VII · Sec A
16 mo
of spending, in cash
Looks good: 15.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
10
named funders · $170K
Looks good: 10 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$6K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$726K
+126% vs prior year
Spent
$456K
To programs
73%
Net assets
$600K
By yearFY2021–FY2025
Revenue
$726K
FY2022▲ +126%
Tap a bar for its year
Revenue by fiscal year
FY2021$321K
FY2022$726K
FY2023$499K
FY2024$412K
FY2025$569K
Expenses
$456K
FY2022▲ +10%
Tap a bar for its year
Expenses by fiscal year
FY2021$413K
FY2022$456K
FY2023$447K
FY2024$491K
FY2025$529K
Net assets
$600K
FY2022▲ +82%
Tap a bar for its year
Net assets by fiscal year
FY2021$330K
FY2022$600K
FY2023$652K
FY2024$574K
FY2025$619K

From the FY2022 Form 990 (year ending April 2022) · see the original

Give Claim
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 Jul 1992.

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

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $332K Management & general 21% · $98K Fundraising 6% · $26K

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

Something off? Claim to add context

Who runs it and what they're paid

11 people listed on the 990; $129K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Executive Di
$128,806Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Chairman
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Jill Sturm$153,902$141,811$135,825$128,806$121,525

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 Tax-Aid executive salaries →

On this list? Claim this org

Something off? Claim to add context

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 15aYes

Programs and updates

Provides free tax services year-round to strengthen the San Francisco Bay Area community.

Questions for Tax-Aid

Tap to ask. Tax-Aid sees how many people are interested.

Your first name shows with your question. Tax-Aid answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $332K · in their own filed words · FY2021
01

In 2022, over 3,425 hours of volunteer time was contributed to accomplish tax-aid's mission. Working virtually, 394 tax-aid volunteers prepared 2021 federal and state income tax returns for 1,495 low-income taxpayers in the san francisco bay area generating tax refunds of 1,516,962.

$332Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 10 funders →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$726K
Ln 12
Gifts and grantsLn 1h$726K
Investment incomeLn 3$316
Money outPt IX
$456K
Ln 25
Programscol B$332K
Managementcol C$98K
Fundraisingcol D$26K
Owns and owesPt X
$600K
net assets · Ln 32
Cash and savingsLn 1–2$595K
Total assetsLn 16$607K
LiabilitiesLn 26$6K
PeoplePt VI, VII
11
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$726K
Government grantsLn 1e$78K
Noncash giftsLn 1g$12K
Investment incomeLn 3$316
Total revenueLn 12$726K
Assets in detailPt X, end of year
CashLn 1$43K
SavingsLn 2$552K
Cash and savings togetherLn 1–2$595K
Land, buildings, equipmentLn 10c$8K
Total assetsLn 16$607K
LiabilitiesLn 26$6K
Net assetsLn 32$600K
OperationsPt I, VI
EmployeesI 52
VolunteersI 6336
Fiscal year endsHeaderApril
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$353K$595K
Land, buildings, equipmentLn 10c$15K$8K
Total assetsLn 16$372K$607K
LiabilitiesLn 26$41K$6K
Net assetsLn 32$330K$600K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$212K$153K$41K$18K
Payroll taxesLn 10$17K$12K$3K$1K
Accounting feesLn 11c$9K$9K
Advertising and promotionLn 12$11K$10K$1K
Office expensesLn 13$7K$6K$946
Information technologyLn 14$24K$24K
OccupancyLn 16$43K$75$43K
TravelLn 17$2K$2K$78
Conferences, conventions and meetingsLn 19$153$153
InterestLn 20$145$145
Depreciation, depletion and amortizationLn 22$8K$8K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$117K$110K$732$6K
All other expensesLn 24e$180$5$95$80
Total functional expensesLn 25$456K$332K$98K$26K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $569K$529K$40K$619K 990 PDF
FY2024 $412K$491K−$79K$574K 990 PDF
FY2023 $499K$447K$52K$652K 990 PDF
FY2022 Viewing $726K$456K$270K$600K 990 PDF
FY2021 $321K$413K−$92K$330K 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $726,092 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $321,057$725,776
I-9 Program service revenue$0
I-10 Investment incomePrior year $296$316
I-11 Other revenue$0
I-12 Total revenuePrior year $321,353$726,092
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $211,780$228,893
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $201,584$226,988
I-18 Total expensesPrior year $413,364$455,881
I-19 Revenue less expensesPrior year −$92,011$270,211
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $726,092 across 6 lines filed
VIII-1e Government grants$77,827
VIII-1f All other contributions, gifts and grants$647,949
VIII-1g Noncash contributions (included above)$11,979
VIII-1h Total contributions, gifts and grants$725,776
VIII-3 Investment incomeExcluded from tax $316$316
VIII-12 Total revenueExcluded from tax $316$726,092
Part IX · Statement of functional expenses $455,881 across 14 lines filed
IX-7 Other salaries and wagesPrograms $153,147 · Management $41,159 · Fundraising $17,515$211,821
IX-10 Payroll taxesPrograms $12,285 · Management $3,376 · Fundraising $1,411$17,072
IX-11c Accounting feesManagement $8,700$8,700
IX-12 Advertising and promotionPrograms $10,039 · Fundraising $1,084$11,123
IX-13 Office expensesPrograms $6,268 · Management $946$7,214
IX-14 Information technologyPrograms $23,922$23,922
IX-16 OccupancyPrograms $75 · Management $42,552$42,627
IX-17 TravelPrograms $1,923 · Fundraising $78$2,001
IX-19 Conferences, conventions and meetingsPrograms $153$153
IX-20 InterestManagement $145$145
IX-22 Depreciation, depletion and amortizationPrograms $7,744$7,744
IX-23 InsurancePrograms $6,248$6,248
IX-24 Other expenses (24a–d)Programs $110,199 · Management $732 · Fundraising $6,000$116,931
IX-24e All other expensesPrograms $5 · Management $95 · Fundraising $80$180
IX-25 Total functional expensesPrograms $332,008 · Management $97,705 · Fundraising $26,168$455,881
Part X · Balance sheet $606,649 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $25,920$42,825
X-2 Savings and temporary cash investmentsStart of year $326,712$552,021
X-9 Prepaid expenses and deferred chargesStart of year $4,201$4,201
X-10c Land, buildings and equipment, netStart of year $14,765$7,602
X-16 Total assetsStart of year $371,598$606,649
X-17 Accounts payable and accrued expensesStart of year $3,014$6,204
X-26 Total liabilitiesStart of year $41,364$6,204
X-27 Net assets without donor restrictionsStart of year $330,234$600,445
X-32 Total net assets or fund balancesStart of year $330,234$600,445
X-33 Total liabilities and net assetsStart of year $371,598$606,649
Part XI · Reconciliation of net assets $600,445 net assets at year end
XI-1 Total revenue$726,092
XI-2 Total expenses$455,881
XI-3 Revenue less expenses$270,211
XI-4 Net assets at start of year$330,234
XI-10 Net assets at end of year$600,445

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

Similar organizations you could support · Compare with another nonprofit

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.

Your org? Add context

Made it to the end? Claim this org

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 pay comparisons above.