TAX-AID

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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

1988

Legal Domicile

Principal Officer

ROBERT MASSEY

Phone

4152299239

Tax Period

2024-05-01 to 2025-04-30

TAX-AID, founded in 1988, is a small nonprofit that reported $569K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $529K left a modest 7% surplus.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $356,181

IN 2025, OVER 4,913 HOURS OF VOLUNTEER TIME WAS CONTRIBUTED TO ACCOMPLISH TAX-AID'S MISSION. THROUGH APRIL 30, 2025, 748 TAX-AID VOLUNTEERS PREPARED 2024 FEDERAL AND STATE INCOME TAX RETURNS FOR...

IN 2025, OVER 4,913 HOURS OF VOLUNTEER TIME WAS CONTRIBUTED TO ACCOMPLISH TAX-AID'S MISSION. THROUGH APRIL 30, 2025, 748 TAX-AID VOLUNTEERS PREPARED 2024 FEDERAL AND STATE INCOME TAX RETURNS FOR 1,122 LOW-INCOME TAXPAYERS IN THE SAN FRANCISCO BAY AREA GENERATING TAX REFUNDS OF 1,112,299. VOLUNTEERS WILL CONTINUE TO WORK ON RETURNS UNTIL THE OCTOBER 15, 2025 EXTENDED DUE DATE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $554,565

Program Service Revenue $0

Investment Income $14,734

Other Revenue $0

TOTAL REVENUE $569,299

Expense Breakdown

Grants Paid $0

Salaries & Benefits $332,884

Fundraising Expenses $30,227

Program Expenses $356,181

Other Expenses $196,245

TOTAL EXPENSES $529,129

Year-over-Year Comparison

	2024	2023	Change
Revenue	$569,299	$412,325	+0.4%
Expenses	$529,129	$491,013	+0.1%
Net Income	$40,170	$-78,688	-1.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILL STURM	EXECUTIVE DI	N/A	Highest	$153,902	$0	$153,902
DAVID AUGUSTINE	SECRETARY	N/A	Officer Director	$0	$0	$0
JACQUELENE BISHOP	DIRECTOR	N/A	Director	$0	$0	$0
ELIZABETH CAPENER	DIRECTOR	N/A	Director	$0	$0	$0
CAROLINE TSO CHEN	TREASURER	N/A	Officer Director	$0	$0	$0
ERIC HOEDT	CHAIRMAN	N/A	Officer Director	$0	$0	$0
BRETT KLEIN	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT MASSEY	PRESIDENT	N/A	Officer Director	$0	$0	$0
LINDA MONTGOMERY	DIRECTOR	N/A	Director	$0	$0	$0
MONICA OPOKU-GEREN	DIRECTOR	N/A	Director	$0	$0	$0
STEPHANIE SCOTT	DIRECTOR	N/A	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	$569,299	$529,129	$619,801	$40,170
2024	$412,325	$491,013	$579,473	$-78,688
2023	$499,313	$447,175	$662,540	$52,138
2022	$726,092	$455,881	$606,649	$270,211
2021	$321,353	$413,364	$371,598	$-92,011
2020	$473,585	$366,355	$414,485	$107,230
2019	$324,726	$344,625	$268,715	$-19,899