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Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$7.8M
Program Spending
91%
of total expenses go to program services
Total Contributions
$7.5M
Total Expenses
▼$7.9M
Total Assets
$7.6M
Total Liabilities
▼$2.3M
Net Assets
$5.3M
Officer Compensation
→$200.1K
Other Salaries
$2.3M
Investment Income
$6,566
Fundraising
▼N/A
Source: USAspending.gov · Searched by organization name
Total Federal Funding
$643.4K
Awards Found
7
| Awarding Agency | Description | Amount | Fiscal Year | Period |
|---|---|---|---|---|
| Department of Agriculture | RURAL HOUSING PRESERVATION GRANTS | $242.1K | FY2024 | Jul 2024 – Aug 2025 |
| Department of Housing and Urban Development | JOBS-PLUS PILOT INITIATIVE | $211.3K | FY2023 | Jun 2023 – May 2026 |
| Department of Agriculture | RURAL HOUSING PRESERVATION GRANTS | $154.8K | FY2026 | Aug 2026 – Oct 2027 |
| Department of the Treasury | PURPOSE: THE TAX COUNSELING FOR THE ELDERLY (TCE) GRANT PROGRAM WAS TO ESTABLISH FUNDING FOR ORGANIZATIONS WHO PROVIDE TAX COUNSELING AND ASSISTANCE TO PERSONS 60 YEARS OF AGE OR OLDER. ACTIVITIES TO BE PERFORMED: THE TCE GRANT PROGRAM PROVIDES FINANCIAL SUPPORT TO PRIVATE OR PUBLIC NONPROFIT AGENCIES OR ORGANIZATIONS TO 1) TRAIN AND OFFER TECHNICAL ASSISTANCE TO VOLUNTEERS; AND 2) PROVIDE FREE TAX COUNSELING ASSISTANCE AND RETURN PREPARATION FOR THE ELDERLY. END GOAL/EXPECTED OUTCOMES: TCE GRANT RECIPIENTS ARE EXPECTED TO 1) ENSURE AT LEAST 65% OF ELECTRONICALLY FILED RETURNS ARE COMPLETED FOR TAXPAYERS WHO ARE 60 OR OLDER; 2) FOLLOW EXISTING GUIDANCE GOVERNING TCE SITE OPERATIONS; AND 3) ACHIEVE 100% OF THEIR RETURN PRODUCTION GOALS. INTENDED BENEFICIARIES: TAXPAYERS WHO ARE 60 YEARS OF AGE OR OLDER. SUBRECIPIENT ACTIVITIES: SUBRECIPIENTS MAY BE UTILIZED BY GRANT RECIPIENTS TO HELP DELIVER KEY ELEMENTS OF THE PROGRAM AND MUST ADHERE TO GRANT PROGRAM GUIDELINES. BROADBAND: SPECIFIC ACTIVITIES RELATING TO BROADBAND USAGE ARE NOT KNOWN AT THE TIME OF AWARD. | $9,600 | FY2019 | Oct 2018 – Sep 2019 |
| Department of the Treasury | TAX COUNSELING FOR THE ELDERLY | $9,275 | FY2018 | Oct 2017 – Sep 2018 |
| Department of the Treasury | TAX COUNSELING FOR THE ELDERLY | $8,298 | FY2017 | Oct 2016 – Sep 2017 |
| Department of the Treasury | PURPOSE: THE TAX COUNSELING FOR THE ELDERLY (TCE) GRANT PROGRAM WAS TO ESTABLISH FUNDING FOR ORGANIZATIONS WHO PROVIDE TAX COUNSELING AND ASSISTANCE TO PERSONS 60 YEARS OF AGE OR OLDER. ACTIVITIES TO BE PERFORMED: THE TCE GRANT PROGRAM PROVIDES FINANCIAL SUPPORT TO PRIVATE OR PUBLIC NONPROFIT AGENCIES OR ORGANIZATIONS TO 1) TRAIN AND OFFER TECHNICAL ASSISTANCE TO VOLUNTEERS; AND 2) PROVIDE FREE TAX COUNSELING ASSISTANCE AND RETURN PREPARATION FOR THE ELDERLY. END GOAL/EXPECTED OUTCOMES: TCE GRANT RECIPIENTS ARE EXPECTED TO 1) ENSURE AT LEAST 65% OF ELECTRONICALLY FILED RETURNS ARE COMPLETED FOR TAXPAYERS WHO ARE 60 OR OLDER; 2) FOLLOW EXISTING GUIDANCE GOVERNING TCE SITE OPERATIONS; AND 3) ACHIEVE 100% OF THEIR RETURN PRODUCTION GOALS. INTENDED BENEFICIARIES: TAXPAYERS WHO ARE 60 YEARS OF AGE OR OLDER. SUBRECIPIENT ACTIVITIES: SUBRECIPIENTS MAY BE UTILIZED BY GRANT RECIPIENTS TO HELP DELIVER KEY ELEMENTS OF THE PROGRAM AND MUST ADHERE TO GRANT PROGRAM GUIDELINES. BROADBAND: SPECIFIC ACTIVITIES RELATING TO BROADBAND USAGE ARE NOT KNOWN AT THE TIME OF AWARD. | $8,074.71 | FY2020 | Oct 2019 – Sep 2020 |
Department of Agriculture
$242.1K
RURAL HOUSING PRESERVATION GRANTS
Department of Housing and Urban Development
$211.3K
JOBS-PLUS PILOT INITIATIVE
Department of Agriculture
$154.8K
RURAL HOUSING PRESERVATION GRANTS
Department of the Treasury
$9,600
PURPOSE: THE TAX COUNSELING FOR THE ELDERLY (TCE) GRANT PROGRAM WAS TO ESTABLISH FUNDING FOR ORGANIZATIONS WHO PROVIDE TAX COUNSELING AND ASSISTANCE TO PERSONS 60 YEARS OF AGE OR OLDER. ACTIVITIES TO BE PERFORMED: THE TCE GRANT PROGRAM PROVIDES FINANCIAL SUPPORT TO PRIVATE OR PUBLIC NONPROFIT AGENCIES OR ORGANIZATIONS TO 1) TRAIN AND OFFER TECHNICAL ASSISTANCE TO VOLUNTEERS; AND 2) PROVIDE FREE TAX COUNSELING ASSISTANCE AND RETURN PREPARATION FOR THE ELDERLY. END GOAL/EXPECTED OUTCOMES: TCE GRANT RECIPIENTS ARE EXPECTED TO 1) ENSURE AT LEAST 65% OF ELECTRONICALLY FILED RETURNS ARE COMPLETED FOR TAXPAYERS WHO ARE 60 OR OLDER; 2) FOLLOW EXISTING GUIDANCE GOVERNING TCE SITE OPERATIONS; AND 3) ACHIEVE 100% OF THEIR RETURN PRODUCTION GOALS. INTENDED BENEFICIARIES: TAXPAYERS WHO ARE 60 YEARS OF AGE OR OLDER. SUBRECIPIENT ACTIVITIES: SUBRECIPIENTS MAY BE UTILIZED BY GRANT RECIPIENTS TO HELP DELIVER KEY ELEMENTS OF THE PROGRAM AND MUST ADHERE TO GRANT PROGRAM GUIDELINES. BROADBAND: SPECIFIC ACTIVITIES RELATING TO BROADBAND USAGE ARE NOT KNOWN AT THE TIME OF AWARD.
Department of the Treasury
$9,275
TAX COUNSELING FOR THE ELDERLY
Department of the Treasury
$8,298
TAX COUNSELING FOR THE ELDERLY
Department of the Treasury
$8,074.71
PURPOSE: THE TAX COUNSELING FOR THE ELDERLY (TCE) GRANT PROGRAM WAS TO ESTABLISH FUNDING FOR ORGANIZATIONS WHO PROVIDE TAX COUNSELING AND ASSISTANCE TO PERSONS 60 YEARS OF AGE OR OLDER. ACTIVITIES TO BE PERFORMED: THE TCE GRANT PROGRAM PROVIDES FINANCIAL SUPPORT TO PRIVATE OR PUBLIC NONPROFIT AGENCIES OR ORGANIZATIONS TO 1) TRAIN AND OFFER TECHNICAL ASSISTANCE TO VOLUNTEERS; AND 2) PROVIDE FREE TAX COUNSELING ASSISTANCE AND RETURN PREPARATION FOR THE ELDERLY. END GOAL/EXPECTED OUTCOMES: TCE GRANT RECIPIENTS ARE EXPECTED TO 1) ENSURE AT LEAST 65% OF ELECTRONICALLY FILED RETURNS ARE COMPLETED FOR TAXPAYERS WHO ARE 60 OR OLDER; 2) FOLLOW EXISTING GUIDANCE GOVERNING TCE SITE OPERATIONS; AND 3) ACHIEVE 100% OF THEIR RETURN PRODUCTION GOALS. INTENDED BENEFICIARIES: TAXPAYERS WHO ARE 60 YEARS OF AGE OR OLDER. SUBRECIPIENT ACTIVITIES: SUBRECIPIENTS MAY BE UTILIZED BY GRANT RECIPIENTS TO HELP DELIVER KEY ELEMENTS OF THE PROGRAM AND MUST ADHERE TO GRANT PROGRAM GUIDELINES. BROADBAND: SPECIFIC ACTIVITIES RELATING TO BROADBAND USAGE ARE NOT KNOWN AT THE TIME OF AWARD.
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
9
Clean Audits
6
Material Weakness
Yes
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2024 | Clean | Unmodified (Clean) | $6.4M | No | 2025-09-25 |
| 2023 | Clean | Unmodified (Clean) | $7.1M | No | 2024-09-27 |
| 2022 | Minor Findings | Unmodified (Clean) | $13.4M | No | 2023-09-05 |
| 2021 | Minor Findings | Unmodified (Clean) | $9.2M | No | 2022-07-24 |
| 2020 | Clean | Unmodified (Clean) | $5.3M | No | 2021-07-11 |
| 2019 | Material Weakness | Unmodified (Clean) | $3.9M | Yes | 2020-09-29 |
| 2018 | Clean | Unmodified (Clean) | $4M | Yes | 2019-08-26 |
| 2017 | Clean | Unmodified (Clean) | $3.8M | Yes | 2018-07-17 |
| 2016 | Clean | Unmodified (Clean) | $3.6M | Yes | 2017-07-18 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$6.4M
Financial Report
Unmodified (Clean)
Federal Expenditure
$7.1M
Financial Report
Unmodified (Clean)
Federal Expenditure
$13.4M
Financial Report
Unmodified (Clean)
Federal Expenditure
$9.2M
Financial Report
Unmodified (Clean)
Federal Expenditure
$5.3M
Financial Report
Unmodified (Clean)
Federal Expenditure
$3.9M
Financial Report
Unmodified (Clean)
Federal Expenditure
$4M
Financial Report
Unmodified (Clean)
Federal Expenditure
$3.8M
Financial Report
Unmodified (Clean)
Federal Expenditure
$3.6M
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $7.8M | $7.5M | $7.9M | $7.6M | $5.3M |
| 2023 | $8.3M | $7.9M | $8.1M | $8.2M | $5.4M |
| 2022 | $14.2M | $14.1M | $14.2M | $7.2M | $5.2M |
| 2021 | $10.4M | $10.3M | $10.1M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Federal grants: USAspending.gov (live)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Andrew Binegar | Executive Director | 34 | $106.2K | $0 | $7,749 | $114K |
| Alexis Tilson | CFO | 34 | $85.2K | $0 | $920 | $86.1K |
| Cynthia Heffner | Secretary | 1 | $0 | $0 | $0 | $0 |
| Stacy Cox | Treasurer | 1 | $0 | $0 | $0 | $0 |
| Ian Evans | President | 1 | $0 | $0 | $0 | $0 |
| Joe Antram | Vice President | 1 | $0 | $0 | $0 | $0 |
Andrew Binegar
Executive Director
$114K
Hrs/Wk
34
Compensation
$106.2K
Related Orgs
$0
Other
$7,749
Alexis Tilson
CFO
$86.1K
Hrs/Wk
34
Compensation
$85.2K
Related Orgs
$0
Other
$920
Cynthia Heffner
Secretary
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Stacy Cox
Treasurer
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ian Evans
President
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Joe Antram
Vice President
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| A-Jay Orr | Director | 1 | $0 | $0 | $0 | $0 |
| Bob Guillozet | Director | 1 | $0 | $0 | $0 | $0 |
| Carrie Hunt | Director | 1 | $0 | $0 | $0 | $0 |
| Chris Wallace | Director (thru 2024) | 1 | $0 | $0 | $0 | $0 |
| David Kell | Director (eff 2024) | 1 | $0 | $0 | $0 | $0 |
| Helen Hovestreydt-Scott | Director |
A-Jay Orr
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Bob Guillozet
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Carrie Hunt
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $7.6M |
| $5.3M |
| 2020 | $6.4M | $6.2M | $6.1M | $6.8M | $5M |
| 2019 | $5.2M | $5.4M | $5.3M | $6.3M | $4.5M |
| 2018 | $5M | $5.1M | $4.9M | $6.4M | $4.6M |
| 2017 | $4.7M | $4.7M | $4.6M | $5.7M | $4.5M |
| 2016 | $4.4M | $4.3M | $4.4M | $2.4M | $531.9K |
| 2015 | $4.7M | $4.6M | $4.7M | $2.1M | $543.9K |
| 2014 | $4.9M | $4.8M | $4.6M | $1.9M | $473.6K |
| 2013 | $2.9M | $2.9M | $2.9M | $931.2K | $152.9K |
| 2012 | $2.5M | $2.5M | $2.5M | $551K | $129.3K |
| 2011 | $2.9M | $2.9M | $2.9M | $593.4K | $101.7K |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| 2000 | 990 | — |
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Jacqueline Howley | Director | 1 | $0 | $0 | $0 | $0 |
| Jeff Sell | Director | 1 | $0 | $0 | $0 | $0 |
| Joe Ziraldo | Director | 1 | $0 | $0 | $0 | $0 |
| Judy Wells | Director | 1 | $0 | $0 | $0 | $0 |
| Robert Anderson | Director | 1 | $0 | $0 | $0 | $0 |
| Robin Bruno | Director | 1 | $0 | $0 | $0 | $0 |
| Stuart Itani | Director | 1 | $0 | $0 | $0 | $0 |
| Terry Emery | Director | 1 | $0 | $0 | $0 | $0 |
| Tim Cassidy | Director | 1 | $0 | $0 | $0 | $0 |
Chris Wallace
Director (thru 2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
David Kell
Director (eff 2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Helen Hovestreydt-Scott
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jacqueline Howley
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jeff Sell
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Joe Ziraldo
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Judy Wells
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Robert Anderson
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Robin Bruno
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Stuart Itani
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Terry Emery
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Tim Cassidy
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0