Tax-aid
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Tax-aid is a 501(c)(3) organization based in San Francisco, California, registered in 1992, with $569,299 in FY2024 revenue. CharityIndex grades it B.
235 Montgomery St Ste 1155, San Francisco, CA, 94104 EIN 94-3062518 Since 1992
Revenue (FY2024)
$569K
▲ 38.1% vs prior year
Expenses (FY2024)
$529K
Net assets
$619K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Tax-aid— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating14 mo reserves · +7% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Tax-aid: 14 mo reserves · +7% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Tax-aid— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Tax-aid: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- 235 Montgomery St Ste 1155, San Francisco, CA, 94104
- City
- San Francisco
- State
- California
- Category
- —
- Subcategory
- —
- Website
- …
Financial trends
Revenue grew from $435K (FY2013) to $569K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $1,037Net assets $619K
Operating margin
7.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$620K
Total liabilities
$1,037
Net assets
$619K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $569,299▲38.1% | $529,129▲7.8% | $618,764▲7.8% | $619,801▲7.0% | 990 |
| 2023 | $412,325▼17.4% | $491,013▲9.8% | $573,800▼12.1% | $579,473▼12.5% | 990 |
| 2022 | $499,313▼31.2% | $447,175▼1.9% | $652,488▲8.7% | $662,540▲9.2% | 990 |
| 2021 | $726,092▲126% | $455,881▲10.3% | $600,445▲81.8% | $606,649▲63.3% | 990 |
| 2020 | $321,353▼32.1% | $413,364▲12.8% | $330,234▼12.6% | $371,598▼10.3% | 990 |
| 2019 | $473,585▲45.8% | $366,355▲6.3% | $377,716▲39.1% | $414,485▲54.2% | 990 |
| 2018 | $324,726▲12.0% | $344,625▲16.7% | $271,600▼7.0% | $268,715▼8.8% | 990 |
| 2017 | $289,830▲35.6% | $295,355▼7.8% | $292,088▼4.6% | $294,773▼4.5% | 990 |
| 2016 | $213,663▼34.2% | $320,510▼8.7% | $306,177▼26.0% | $308,815▼26.4% | 990 |
| 2015 | $324,853▼33.1% | $351,008▲4.9% | $413,475▼5.9% | $419,587▼5.2% | 990 |
| 2014 | $485,448▲11.6% | $334,689▼0.9% | $439,630▲52.2% | $442,412▲50.4% | 990 |
| 2013 | $435,013 | $337,622▼0.3% | $288,871▲50.9% | $294,095▲49.5% | 990 |
| 2012 | — | $338,475▲4.3% | $191,480▼26.9% | $196,702▼26.3% | 990 |
| 2011 | — | $324,522▲40.6% | $261,941▲28.3% | $266,980▲26.2% | 990 |
| 2010 | — | $230,740▲4.1% | $204,143▲15.4% | $211,566▲17.0% | 990 |
| 2009 | — | $221,653 | $176,926 | $180,812 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $903K total
17 grants to Tax-aid totaling $903K, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Silicon Valley Community Foundation | Human services | 2024 | $150,000 |
| Donor Advised Charitable Giving | Public, societal benefit | 2023 | $15,000 |
| American Online Giving Foundation Inc | General support | 2023 | $6,360 |
| Silicon Valley Community Foundation | Human services | 2022 | $110,000 |
| American Online Giving Foundation Inc | General support | 2022 | $13,246 |
| Donor Advised Charitable Giving | Public, societal benefit | 2022 | $5,250 |
| Silicon Valley Community Foundation | Human services | 2021 | $125,000 |
| American Online Giving Foundation Inc | General support | 2021 | $10,043 |
| Donor Advised Charitable Giving | Public, societal benefit | 2021 | $5,250 |
| Silicon Valley Community Foundation | Human services | 2020 | $101,560 |
| Silicon Valley Community Foundation | Human services | 2019 | $137,000 |
| American Online Giving Foundation Inc | General support | 2019 | $7,692 |
| Silicon Valley Community Foundation | Human services | 2018 | $74,292 |
| Silicon Valley Community Foundation | Human services | 2017 | $51,606 |
| Silicon Valley Community Foundation | Building community | 2016 | $40,525 |
Frequently asked questions
- Is Tax-aid a legitimate nonprofit?
- Yes. Tax-aid is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 94-3062518, based in San Francisco, California. Donations are tax-deductible.
- What is Tax-aid's EIN?
- Tax-aid's Employer Identification Number (EIN) is 94-3062518.
- How much revenue does Tax-aid report?
- Tax-aid reported $569,299 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Tax-aid have?
- CharityIndex grades Tax-aid B, based on financial health (reserves and operating margin).
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Data for Tax-aid (EIN 94-3062518) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.