2025-12-13T19:29:42-05:00 2025-04-30 943238329 LINDA G MONTGOMERY CPA 22 BATTERY ST 703 SAN FRANCISCO CA 941115211 990 2024-05-01 943062518 TAX-AID TAX- 4152299239 235 MONTGOMERY STREET 1155 SAN FRANCISCO CA 941043011 ROBERT MASSEY PRESIDENT 4152299239 2025-12-11 true false LINDA G MONTGOMERY P00173617 4159579396 2025-12-11 X 2024 2025-03-06 01:10:19Z ROBERT MASSEY 235 MONTGOMERY STREET 1155 SAN FRANCISCO CA 941043011 569299 false X WWW.TAX-AID.ORG X 1988 CA THROUGH SKILLED VOLUNTEERS, TAX-AID PROVIDES YEAR-ROUND FREE TAX SERVICES TO STRENGTHEN OUR SAN FRANCISCO BAY AREA COMMUNITY 10 10 7 0 397785 554565 0 14540 14734 0 412325 569299 0 0 314692 332884 0 30227 176321 196245 491013 529129 -78688 40170 579473 619801 5673 1037 573800 618764 THROUGH SKILLED VOLUNTEERS, TAX-AID PROVIDES YEAR-ROUND FREE TAX SERVICES TO STRENGTHEN OUR SAN FRANCISCO BAY AREA COMMUNITY false false 356181 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. 356181 true true false false false false false false false false true false false false false false false false false false false false false false false false false false false true false false false false false false false false true false false false false false false false false true 0 0 false 7 true false false false false false false false false false false false false false false X 10 10 false false false false false false false true true false false false true true true true true true true false CA X JITASA 8773544775 1750 W FRONT STREET BOISE ID 83702 X JILL STURM EXECUTIVE DI X 153902 0 0 DAVID AUGUSTINE SECRETARY X X 0 0 0 JACQUELENE BISHOP DIRECTOR X 0 0 0 ELIZABETH CAPENER DIRECTOR X 0 0 0 CAROLINE TSO CHEN TREASURER X X 0 0 0 ERIC HOEDT CHAIRMAN X X 0 0 0 BRETT KLEIN DIRECTOR X 0 0 0 ROBERT MASSEY PRESIDENT X X 0 0 0 LINDA MONTGOMERY DIRECTOR X 0 0 0 MONICA OPOKU-GEREN DIRECTOR X 0 0 0 STEPHANIE SCOTT DIRECTOR X 0 0 0 153902 1 false true false 20000 534565 61668 554565 14734 14734 569299 14734 308171 225215 57382 25574 24713 24713 425 425 9022 9022 11999 11809 190 10350 9201 859 290 21543 21543 49287 49287 8690 7838 679 173 9159 8380 779 27999 27999 5248 5248 TEMPORARY HELP 26849 26849 SITE/VOLUNTEER EXPENSES 8854 8854 MARKETING CONSULTANT 4000 4000 RIA TAX HANDBOOKS (US/CA) 2820 2820 529129 356181 142721 30227 32524 25890 536227 532165 6728 6389 139294 83937 3994 55357 579473 619801 5673 1037 5673 1037 X 573800 618764 573800 618764 579473 619801 X 40170 294 4500 X false false X 321057 725776 493762 397785 554565 2492945 321057 725776 493762 397785 554565 2492945 2492945 296 316 5595 14540 14734 35481 2528426 296 0.98600 0.98940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 139294 83937 55357 55357 false false false false false false false false false JILL STURM EXECUTIVE DIR. 153902 153902 X 2820 X 3 58848 false true false FORM 990, PAGE 6, PART VI, LINE 11B ELECTRONIC VERSION (FYE 4/30/25) PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO E-FILING DEADLINE. FORM 990, PAGE 6, PART VI, LINE 12C 1 CONFLICTS OF INTEREST DISCUSSED AT ANNUAL MEETING. ALL BOARD MEMBERS INDICATE REAL/POTENTIAL CONFLICTS IN WRITING ON DISCLOSURE FORM CIRCULATED AT ANNUAL MEETING. 2 WHISTLE BLOWER POLICY INCLUDED IN DIRECTOR WRITTEN POLICIES. 3 DOCUMENT RETENTION/DESTRUCTION POLICY INCLUDES TAX-AID OPERATING DOCUMENTS AND CONFIDENTIAL CLIENT TAX RETURNS. FORM 990, PAGE 6, PART VI, LINE 15A BOARD AND OFFICERS (UNCOMPENSATED VOLUNTEERS) REVIEWED LOCAL INDUSTRY DATA IN ARRIVING AT COMPENSATION FOR THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 15B BOARD AND OFFICERS (UNCOMPENSATED VOLUNTEERS) REVIEWED LOCAL INDUSTRY DATA IN ARRIVING AT COMPENSATION FOR OTHER KEY EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 990 RETURNS ON GUIDESTAR.ORG. OTHER DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 PRIOR PERIOD ADJUSTMENTS 4,500