Totals
- Total revenue
- $375,092
- Total expenses
- $420,773
- Contributions and grants received
- $367,883
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $7,209
- Other revenue
- $0
- Total assets, end of year
- $622,230
- Total liabilities, end of year
- $31,195
- Net assets or fund balances, end of year
- $591,035
- Program services expenses (Part IX)
- $319,303
- Management and general expenses
- $41,419
- Fundraising expenses
- $60,051
- Program service expenses (Part III)
- $319,303
Program services were 75.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$130,000
-
1f · All other contributions, gifts and grants
$237,883
-
3 · Investment income
total $7,209 · related or exempt $7,209
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $75,000 · program services $56,700 · management and general $14,400 · fundraising $3,900
-
7 · Other salaries and wages
total $211,072 · program services $178,084 · management and general $0 · fundraising $32,988
-
9 · Other employee benefits
total $11,146 · program services $0 · management and general $11,146 · fundraising $0
-
10 · Payroll taxes
total $22,781 · program services $17,961 · management and general $1,998 · fundraising $2,822
-
11c · Fees: accounting
total $1,500 · management and general $1,500
-
11g · Fees: other
total $3,010 · program services $3,010 · management and general $0 · fundraising $0
-
13 · Office expenses
total $15,841 · program services $8,943 · management and general $4,413 · fundraising $2,485
-
14 · Information technology
total $14,246 · program services $8,629 · management and general $2,317 · fundraising $3,300
-
16 · Occupancy
total $42,410 · program services $12,090 · management and general $30,320 · fundraising $0
-
17 · Travel
total $182 · program services $16 · management and general $0 · fundraising $166
-
19 · Conferences, conventions and meetings
total $229 · program services $25 · management and general $204 · fundraising $0
-
23 · Insurance
total $6,504 · program services $3,098 · management and general $3,406 · fundraising $0
-
24a · Other expenses: Payroll service fees
total $2,582 · program services $0 · management and general $2,582 · fundraising $0
-
24b · Other expenses: Allocation of $33,007 indirect cost center expenses
total $0 · program services $28,525 · management and general -$33,007 · fundraising $4,482
-
24c · Other expenses: Fundraising expenses
total $9,758 · program services $0 · management and general $0 · fundraising $9,758
-
24d · Other expenses: Temporary services
total $2,223 · program services $2,223 · management and general $0 · fundraising $0
-
24e · All other expenses
total $2,289 · program services -$1 · management and general $2,140 · fundraising $150
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $41,757 · end of year $68,598
-
2 · Savings and temporary cash investments
beginning of year $376,540 · end of year $199,085
-
3 · Pledges and grants receivable
beginning of year $201,339 · end of year $155,401
-
9 · Prepaid expenses and deferred charges
beginning of year $10,648 · end of year $10,994
-
12 · Investments: other securities
beginning of year $0 · end of year $156,625
-
15 · Other assets
beginning of year $31,530 · end of year $31,527
-
17 · Accounts payable and accrued expenses
beginning of year $25,096 · end of year $31,195
-
27 · Net assets without donor restrictions
beginning of year $636,718 · end of year $591,035
Mission and programs · 2023
Mission
Community Tax Aid provides high quality, free tax return preparation and representation to low-income taxpayers on a year-round basis through volunteerism and partnerships.
-
Provided tax preparation, taxpayer education and tax controversy assistance to over 3,671 low-income individuals and families in the metropolitan Washington, DC area enabling these clients to receive $3.1 million in net federal tax refunds. 267 volunteers provided services valued at $256,481.
Expenses $319,303
As filed on the 2023 return.
Listed in Part VII
-
Megan Newman
Chair
- Total calculated
- $0
- Hours/week
- 2
-
Ashley Hagans-Laign
Vice Chair
- Total calculated
- $0
- Hours/week
- 2
-
Theodore Eisemeier
Director
- Total calculated
- $0
- Hours/week
- 1
-
Martin Pippins
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Jusin Cole
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Jami Fancher
Director
- Total calculated
- $0
- Hours/week
- 1
-
Anjali Garb
Director
- Total calculated
- $0
- Hours/week
- 1
-
Daniel Joseph
Director
- Total calculated
- $0
- Hours/week
- 1
-
Suzanne Kecmer
Director
- Total calculated
- $0
- Hours/week
- 1
-
Teresa Hinze
Executive Director
- Total calculated
- $75,000
- From this org
- $75,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 46
-
William McNally
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 16 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541359349318669
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