TAX-AID
235 MONTGOMERY STREET 1155, SAN FRANCISCO, CA 941043011 www.tax-aid.org

Total Revenue
$473,585
Total Expenses
$366,355
Net Assets
$377,716

Organizations Filed Purposes: THROUGH SKILLED VOLUNTEERS, TAX-AID PROVIDES YEAR-ROUND FREE TAX SERVICES TO STRENGTHEN OUR SAN FRANCISCO BAY AREA COMMUNITY

IN 2020, OVER 4,850 HOURS OF VOLUNTEER TIME WAS CONTRIBUTED TO ACCOMPLISHING TAX-AID'S MISSION. 755 TAX-AID VOLUNTEERS PREPARED 2019 FEDERAL AND STATE INCOME TAX RETURNS FOR 3,085 LOW-INCOME TAXPAYERS AT 30 LOCATIONS IN THE SAN FRANCISCO BAY AREA GENERATING TAX REFUNDS OF 2,186,063. COVID-19 EXTENDED 2019 TAX DEADLINE TO JULY 15, 2020. RESULTS LISTED ABOVE COVER 15 MONTHS (MAY 2019 THROUGH JULY 2020).

TAX-AID'S ONGOING FINANCIAL COACHING PROGRAM PROVIDES VOLUNTEER COACHES TO HELP CLIENTS WITH LOW INCOME TO IDENTIFY AND REACH A SELF-DIRECTED FINANCIAL GOAL OF INCREASING SAVINGS, REDUCED DEBT, OR IMPROVING CREDIT SCORE OVER A PERIOD OF 6 MONTHS. OVER 15 CLIENTS HAVE BEEN COACHED SINCE THE PROGRAM INCEPTION IN 2012.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Jill SturmEXECUTIVE DI0$119,095
Julie ParkDIRECTOR0$0
Linda MontgomeryDIRECTOR0$0
Robert MasseyPRESIDENT0$0
Brett KleinDIRECTOR0$0
Eric HoedtCHAIRMAN0$0
Caroline Tso ChenDIRECTOR0$0
Elizabeth CapenerTREASURER0$0
Jacquelene BishopDIRECTOR0$0
David AugustineSECRETARY0$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202042529349300304_public.xml