COMMUNITY TAX AID INC (EIN 521557807) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

Teresa Hinze

Phone

2025477773

Tax Period

2022-07-01 to 2023-06-30

COMMUNITY TAX AID INC, founded in 1987, is a small nonprofit that reported $377K in total revenue in fiscal year 2022. Revenue fell 22% from the prior year — a significant decline worth monitoring.

Mission

Provide tax preparation and tax controversy assistance at no charge to low-income taxpayers

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $327,055

Program Service Revenue $50,000

Investment Income $384

Other Revenue $0

TOTAL REVENUE $377,439

Expense Breakdown

Grants Paid $0

Salaries & Benefits $255,905

Fundraising Expenses $40,363

Program Expenses $340,509

Other Expenses $132,012

TOTAL EXPENSES $387,917

Year-over-Year Comparison

	2022	2021	Change
Revenue	$377,439	$483,429	-0.2%
Expenses	$387,917	$277,961	+0.4%
Net Income	$-10,478	$205,468	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

228

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$75,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Teresa Hinze	Executive Director	50	Officer	$75,000	$0	$75,000
Harley Duncan	Chair	2	Officer Director	$0	$0	$0
Megan Newman	Vice Chair	2	Officer Director	$0	$0	$0
Ashley Hagans-Laign	Treasurer	2	Officer Director	$0	$0	$0
Suzanne Kecmer	Secretary	2	Officer Director	$0	$0	$0
Ted Eismeier	Director	1	Director	$0	$0	$0
Justin Cole	Director	1	Director	$0	$0	$0
Willaim McNally	Director	1	Director	$0	$0	$0
Martin Pippins	Director	1	Director	$0	$0	$0
Jamie Fancher	Director	2	Director	$0	$0	$0
Anjali Garg	Director	1	Director	$0	$0	$0
Daniel Joseph	Director	1	Director	$0	$0	$0
Indu Subbiah	Director	1	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$377,439	$387,917	$667,419	$-10,478
2022	$483,429	$277,961	$659,964	$205,468
2021	$285,587	$283,903	$379,540	$1,684
2019	$346,538	$344,000	$395,930	$2,538
2018	$323,207	$306,021	$395,634	$17,186

COMMUNITY TAX AID INC