Nonprofit · EIN 94-3062518
TAX-AID
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990 | $368,408 | $496,082 | -$127,674 | $491,986 | $1,107 | $490,879 |
| April 30, 2025 | 990 | $569,299 | $529,129 | $40,170 | $619,801 | $1,037 | $618,764 |
| April 30, 2024 | 990 | $412,325 | $491,013 | -$78,688 | $579,473 | $5,673 | $573,800 |
Financial details: 990 for the year ended April 30, 2026
Revenue
- Contributions, gifts and grants
- $343,307
- Program service revenue
- $0
- Investment income
- $25,101
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $294,475
- Salaries, compensation and benefits (total)
- $330,418
- Professional fundraising fees
- $0
- Legal fees
- $120
- Accounting fees
- $9,473
- Occupancy
- $21,897
- Travel
- $10,529
- Depreciation
- $38,478
- Program services (functional)
- $386,173
- Management and general (functional)
- $74,140
- Fundraising (functional)
- $35,769
Balance sheet and other
- Total assets, start of year
- $619,801
- Total assets, end of year
- $491,986
- Total liabilities, end of year
- $1,107
- Net assets, end of year
- $490,879
- Land, buildings and equipment
- $27,317
- Net assets without donor restrictions
- $490,879
- Gross receipts
- $368,408
- Employees
- 8
- Year formed
- 1988
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL STURM | EXECUTIVE DI Highest-paid employee | – | $154,858 |
| DAVID AUGUSTINE | SECRETARY Trustee or director, Officer | – | $0 |
| JACQUELENE BISHOP | DIRECTOR Trustee or director | – | $0 |
| ELIZABETH CAPENER | DIRECTOR Trustee or director | – | $0 |
| CAROLINE TSO CHEN | TREASURER Trustee or director, Officer | – | $0 |
| ERIC HOEDT | CHAIRMAN Trustee or director, Officer | – | $0 |
| BRETT KLEIN | DIRECTOR Trustee or director | – | $0 |
| ROBERT MASSEY | PRESIDENT Trustee or director, Officer | – | $0 |
| LINDA MONTGOMERY | DIRECTOR Trustee or director | – | $0 |
| MONICA OPOKU-GEREN | DIRECTOR Trustee or director | – | $0 |
| STEPHANIE SCOTT | DIRECTOR Trustee or director | – | $0 |
| DOUG SUKEFORTH | DIRECTOR Trustee or director | – | $0 |
990 for the year ended April 30, 2025: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL STURM | EXECUTIVE DI Highest-paid employee | – | $153,902 |
| DAVID AUGUSTINE | SECRETARY Trustee or director, Officer | – | $0 |
| JACQUELENE BISHOP | DIRECTOR Trustee or director | – | $0 |
| ELIZABETH CAPENER | DIRECTOR Trustee or director | – | $0 |
| CAROLINE TSO CHEN | TREASURER Trustee or director, Officer | – | $0 |
| ERIC HOEDT | CHAIRMAN Trustee or director, Officer | – | $0 |
| BRETT KLEIN | DIRECTOR Trustee or director | – | $0 |
| ROBERT MASSEY | PRESIDENT Trustee or director, Officer | – | $0 |
| LINDA MONTGOMERY | DIRECTOR Trustee or director | – | $0 |
| MONICA OPOKU-GEREN | DIRECTOR Trustee or director | – | $0 |
| STEPHANIE SCOTT | DIRECTOR Trustee or director | – | $0 |
990 for the year ended April 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL STURM | EXECUTIVE DI Officer | 40 | $141,811 |
| DAVID AUGUSTINE | SECRETARY Trustee or director, Officer | – | $0 |
| JACQUELENE BISHOP | DIRECTOR Trustee or director | – | $0 |
| ELIZABETH CAPENER | DIRECTOR Trustee or director | – | $0 |
| CAROLINE TSO CHEN | TREASURER Trustee or director, Officer | – | $0 |
| ERIC HOEDT | CHAIRMAN Trustee or director, Officer | – | $0 |
| BRETT KLEIN | DIRECTOR Trustee or director | – | $0 |
| ROBERT MASSEY | PRESIDENT Trustee or director, Officer | – | $0 |
| LINDA MONTGOMERY | DIRECTOR Trustee or director | – | $0 |
| MONICA OPOKU-GEREN | DIRECTOR Trustee or director | – | $0 |
| STEPHANIE SCOTT | DIRECTOR Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 235 MONTGOMERY ST STE 1155, SAN FRANCISCO, CA 94104-3011
- Principal officer (990 for 2025)
- ROBERT MASSEY, 235 MONTGOMERY STREET 1155, SAN FRANCISCO, CA 941043011
- Signed the 990
- ROBERT MASSEY, PRESIDENT
- Phone
- (415) 229-9239
- Website
- WWW.TAX-AID.ORG
- Return prepared by
- LINDA G MONTGOMERY CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3062518 or by the name TAX-AID.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THROUGH SKILLED VOLUNTEERS, TAX-AID PROVIDES YEAR-ROUND FREE TAX SERVICES TO STRENGTHEN OUR SAN FRANCISCO BAY AREA COMMUNITY
Program accomplishments
- IN 2026, OVER 3,833 HOURS OF VOLUNTEER TIME WAS CONTRIBUTED TO ACCOMPLISH TAX-AID'S MISSION. THROUGH APRIL 30, 2026, 690 TAX-AID VOLUNTEERS PREPARED 2025 FEDERAL AND STATE INCOME TAX RETURNS FOR 1,308 LOW-INCOME TAXPAYERS IN THE SAN FRANCISCO BAY AREA GENERATING TAX REFUNDS OF 1,157,349. VOLUNTEERS WILL CONTINUE TO WORK ON RETURNS UNTIL THE OCTOBER 15, 2026 EXTENDED DUE DATE.Expenses $386,173
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990 on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 94-3062518
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $491,986
- Income (IRS master file)
- $368,408
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2026 | $368,408 | $496,082 | $491,986 | XML |
| 990 | April 2025 | $569,299 | $529,129 | $619,801 | XML |
| 990 | April 2024 | $412,325 | $491,013 | $579,473 | XML |
| 990 | April 2023 | $499,313 | $447,175 | $662,540 | IRS |
| 990 | April 2022 | – | – | – | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3062518).
Questions about TAX-AID
- What is the EIN of TAX-AID?
- The employer identification number (EIN) of TAX-AID is 94-3062518.
- Is TAX-AID tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to TAX-AID tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TAX-AID file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TAX-AID due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TAX-AID last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2026.
- Who is the principal officer of TAX-AID?
- The 990 for the year ended April 30, 2026 names ROBERT MASSEY.
- Who are the officers and directors of TAX-AID?
- The 990 for the year ended April 30, 2026 lists 12 people; 1 received compensation from the organization, the highest $154,858 (JILL STURM, EXECUTIVE DI).
- How much revenue does TAX-AID have?
- On its 990 for the year ended April 30, 2026 it reported revenue of $368,408, expenses of $496,082 and total assets of $491,986 at year end.
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