2026-09-02T16:21:38-04:00 2026-04-30 943238329 LINDA G MONTGOMERY CPA 22 BATTERY ST 703 SAN FRANCISCO CA 941115211 990 2025-05-01 943062518 TAX-AID TAX- 4152299239 235 MONTGOMERY STREET 1155 SAN FRANCISCO CA 941043011 ROBERT MASSEY PRESIDENT 4152299239 2026-09-01 true LINDA G MONTGOMERY P00173617 4159579396 2026-09-02 X 2025 ROBERT MASSEY 235 MONTGOMERY STREET 1155 SAN FRANCISCO CA 941043011 368408 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 11 11 8 0 554565 343307 0 14734 25101 0 569299 368408 0 0 332884 330418 0 35769 196245 165664 529129 496082 40170 -127674 619801 491986 1037 1107 618764 490879 THROUGH SKILLED VOLUNTEERS, TAX-AID PROVIDES YEAR-ROUND FREE TAX SERVICES TO STRENGTHEN OUR SAN FRANCISCO BAY AREA COMMUNITY false false 386173 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. 386173 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 false false false false false false false false false true 0 0 false 8 true false false false false false false false false false false false false false false X 11 11 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 154858 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 DOUG SUKEFORTH DIRECTOR X 0 0 0 154858 1 false true false 343307 21631 343307 25101 25101 368408 25101 294475 217356 42538 34581 12656 12656 23287 21503 978 806 120 100 20 9473 9473 11482 11482 8543 7391 837 315 23070 23070 21897 1617 20280 10529 10462 67 7899 7885 14 38478 38478 5266 5266 SITE/VOLUNTEER EXPENSES 14230 14230 TEMPORARY HELP 11377 11377 RIA TAX HANDBOOKS (US/CA) 3300 3300 496082 386173 74140 35769 25890 23709 532165 433764 6389 7196 145333 118016 55357 27317 619801 491986 1037 1107 1037 1107 X 618764 490879 618764 490879 619801 491986 X -127674 -211 X false false X 725776 493762 397785 554565 343307 2515195 725776 493762 397785 554565 343307 2515195 2515195 316 5595 14540 14734 25101 60286 2575481 0.97660 0.98600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 145333 118016 27317 27317 false false false false false false false false false JILL STURM EXECUTIVE DIR. 154858 154858 FORM 990, PAGE 6, PART VI, LINE 11B ELECTRONIC VERSION (FYE 4/30/26) 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 BOOK / TAX DEPRECIATION DIFFERENCE 432