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Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$424K
Program Spending
86%
of total expenses go to program services
Total Contributions
$0
Total Expenses
▼$529.8K
Total Assets
$10.3M
Total Liabilities
▼$4.4M
Net Assets
$5.9M
Officer Compensation
→N/A
Other Salaries
N/A
Investment Income
$112.4K
Fundraising
▼N/A
Source: USAspending.gov · Searched by organization name
Total Federal Funding
$38.3K
Awards Found
1
| Awarding Agency | Description | Amount | Fiscal Year | Period |
|---|---|---|---|---|
| Department of the Treasury | PURPOSE: THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) GRANT WAS ESTABLISHED AS A MATCHING GRANT PROGRAM TO PROVIDE FUNDING FOR ORGANIZATIONS WHO SUPPORT COMMUNITY VOLUNTEER INCOME TAX ASSISTANCE. ACTIVITIES TO BE PERFORMED: THE VITA GRANT PROGRAM PROVIDES FINANCIAL SUPPORT TO ORGANIZATIONS WHO 1) EXTEND SERVICES TO UNDERSERVED POPULATIONS IN HARDEST TO REACH AREAS BOTH URBAN AND NON-URBAN; 2) INCREASE THE CAPACITY TO FILE RETURNS ELECTRONICALLY; 3) HEIGHTEN QUALITY CONTROL; 4) ENHANCE TRAINING OF VOLUNTEERS; AND 5) SIGNIFICANTLY IMPROVE THE ACCURACY RATE OF RETURNS PREPARED AT VITA SITES. END GOAL/EXPECTED OUTCOMES: VITA GRANT RECIPIENTS ARE EXPECTED TO 1) FOLLOW EXISTING GUIDANCE GOVERNING VITA SITE OPERATIONS; 2) ENSURE AT LEAST 90% OF RETURNS PREPARED ARE FOR INDIVIDUALS WHOSE INCOME IS EQUAL TO OR LESS THAN THE MAXIMUM EARNED INCOME TAX CREDIT (EITC) THRESHOLDS; 2) FILE ALL ELIGIBLE RETURNS ELECTRONICALLY; 3) ACHIEVE 100% OF THEIR RETURN PRODUCTION GOALS; 4) BECOME MORE EFFICIENT WITH GRANT FUNDS; AND 5) SHOW INCREMENTAL INCREASES IN RETURN PREPARATION EACH YEAR. INTENDED BENEFICIARIES: TAXPAYERS WHO ARE LOW TO MODERATE INCOME INDIVIDUALS, PERSONS WITH DISABILITIES, THOSE FOR WHOM ENGLISH IS A SECOND LANGUAGE, NATIVE AMERICANS, INDIVIDUALS LIVING IN RURAL AREAS, MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES, AND THE ELDERLY. 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. | $38.3K | FY2022 | Oct 2021 – Sep 2022 |
Department of the Treasury
$38.3K
PURPOSE: THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) GRANT WAS ESTABLISHED AS A MATCHING GRANT PROGRAM TO PROVIDE FUNDING FOR ORGANIZATIONS WHO SUPPORT COMMUNITY VOLUNTEER INCOME TAX ASSISTANCE. ACTIVITIES TO BE PERFORMED: THE VITA GRANT PROGRAM PROVIDES FINANCIAL SUPPORT TO ORGANIZATIONS WHO 1) EXTEND SERVICES TO UNDERSERVED POPULATIONS IN HARDEST TO REACH AREAS BOTH URBAN AND NON-URBAN; 2) INCREASE THE CAPACITY TO FILE RETURNS ELECTRONICALLY; 3) HEIGHTEN QUALITY CONTROL; 4) ENHANCE TRAINING OF VOLUNTEERS; AND 5) SIGNIFICANTLY IMPROVE THE ACCURACY RATE OF RETURNS PREPARED AT VITA SITES. END GOAL/EXPECTED OUTCOMES: VITA GRANT RECIPIENTS ARE EXPECTED TO 1) FOLLOW EXISTING GUIDANCE GOVERNING VITA SITE OPERATIONS; 2) ENSURE AT LEAST 90% OF RETURNS PREPARED ARE FOR INDIVIDUALS WHOSE INCOME IS EQUAL TO OR LESS THAN THE MAXIMUM EARNED INCOME TAX CREDIT (EITC) THRESHOLDS; 2) FILE ALL ELIGIBLE RETURNS ELECTRONICALLY; 3) ACHIEVE 100% OF THEIR RETURN PRODUCTION GOALS; 4) BECOME MORE EFFICIENT WITH GRANT FUNDS; AND 5) SHOW INCREMENTAL INCREASES IN RETURN PREPARATION EACH YEAR. INTENDED BENEFICIARIES: TAXPAYERS WHO ARE LOW TO MODERATE INCOME INDIVIDUALS, PERSONS WITH DISABILITIES, THOSE FOR WHOM ENGLISH IS A SECOND LANGUAGE, NATIVE AMERICANS, INDIVIDUALS LIVING IN RURAL AREAS, MEMBERS OF THE ARMED FORCES AND THEIR FAMILIES, AND THE ELDERLY. 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)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
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 |
|---|---|---|---|---|---|
| 2023IRS e-File | $424K | $0 | $529.8K | $10.3M | $5.9M |
| 2022 | $508.2K | $0 | $577.8K | $10.8M | $6.3M |
| 2021 | $439K | $39.3K | $553.5K | $10.8M | $6.4M |
| 2020 | $345K | $0 | $505.2K |
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 | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
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 |
|---|
| Stephen D Naas | Asst. Secretary/president | 3 | $0 | $146.1K | $30.6K | $176.7K |
| Tracy L Schultz | Assistant Treasurer | 1 | $0 | $89.7K | $40.1K | $129.8K |
| Elizabeth Brune | Assistant Treasurer | 3 | $0 | $67.9K | $28.6K | $96.5K |
| John F Kuntz Iii | Chair | 2 | $0 | $0 | $0 | $0 |
| Val Beerbower | Vice Chair | 2 | $0 | $0 | $0 | $0 |
| Cynthia Hatton Tepe | Treasurer | 2 | $0 | $0 | $0 | $0 |
| Latisha Taylor | Trustee; Sec. (jan-sep) | 2 | $0 | $0 | $0 | $0 |
| Dave Vandercher | Secretary (oct-apr) | 2 | $0 | $0 | $0 | $0 |
| Bonnie Parish | Imm. Past Chair | 2 | $0 | $0 | $0 | $0 |
Stephen D Naas
Asst. Secretary/president
$176.7K
Hrs/Wk
3
Compensation
$0
Related Orgs
$146.1K
Other
$30.6K
Tracy L Schultz
Assistant Treasurer
$129.8K
Hrs/Wk
1
Compensation
$0
Related Orgs
$89.7K
Other
$40.1K
Elizabeth Brune
Assistant Treasurer
$96.5K
Hrs/Wk
3
Compensation
$0
Related Orgs
$67.9K
Other
$28.6K
John F Kuntz Iii
Chair
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Val Beerbower
Vice Chair
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Cynthia Hatton Tepe
Treasurer
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Latisha Taylor
Trustee; Sec. (jan-sep)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Dave Vandercher
Secretary (oct-apr)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Bonnie Parish
Imm. Past Chair
$0
Hrs/Wk
2
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 |
|---|---|---|---|---|---|---|
| Amanda Davis | Trustee (apr-sep) | 2 | $0 | $0 | $0 | $0 |
| Angela Rahman | Trustee (apr-sep) | 2 | $0 | $0 | $0 | $0 |
| Angela Watson Gay | Trustee (oct-apr) | 2 | $0 | $0 | $0 | $0 |
| Anita Schmaltz | Trustee (oct-apr) | 2 | $0 | $0 | $0 | $0 |
| Charles Crawford | Trustee | 2 | $0 | $0 | $0 | $0 |
| Frank Petrie | Trustee (apr-sep) |
Amanda Davis
Trustee (apr-sep)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Angela Rahman
Trustee (apr-sep)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Angela Watson Gay
Trustee (oct-apr)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
| $11.1M |
| $6.5M |
| 2019 | $620.9K | $308K | $649.8K | $11.2M | $6.7M |
| 2018 | $370K | $0 | $1.9M | $11.5M | $6.7M |
| 2017 | $549.8K | $0 | $654.7K | $12.9M | $8.2M |
| 2016 | $639.6K | $154.7K | $661.5K | $13.1M | $8.3M |
| 2015 | $605.8K | $281.2K | $655.8K | $13M | $8.4M |
| 2014 | $796.6K | $440.6K | $637.8K | $12.9M | $8.4M |
| 2013 | $2.4M | $1.6M | $895.9K | $12.4M | $8.2M |
| 2012 | $3.7M | $1.7M | $1.8M | $9.8M | $6.8M |
| 2011 | $1M | $643.1K | $839.4K | $6.9M | $4.9M |
PDF not yet published by IRSView Filing → |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 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 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| 2 |
| $0 |
| $0 |
| $0 |
| $0 |
| Janet Luckie | Trustee (apr-sep) | 2 | $0 | $0 | $0 | $0 |
| Judith Thompson | Trustee (oct-mar) | 2 | $0 | $0 | $0 | $0 |
| Jyl Hall Smith | Trustee | 2 | $0 | $0 | $0 | $0 |
| Karen Demasi | Trustee (apr-sep) | 2 | $0 | $0 | $0 | $0 |
| Karlos Marshall | Trustee | 2 | $0 | $0 | $0 | $0 |
| Keith Borders | Trustee (jan-sep) | 2 | $0 | $0 | $0 | $0 |
| Kristina Lewis | Trustee (apr-sep) | 2 | $0 | $0 | $0 | $0 |
| Lance Detrick | Trustee | 2 | $0 | $0 | $0 | $0 |
| Marya Rutherford Long | Trustee | 2 | $0 | $0 | $0 | $0 |
| Nathanael Johnson | Trustee | 2 | $0 | $0 | $0 | $0 |
| Stephan Gaytko | Trustee | 2 | $0 | $0 | $0 | $0 |
| Tom Kelley | Trustee | 2 | $0 | $0 | $0 | $0 |
| Walt Hibner | Trustee | 2 | $0 | $0 | $0 | $0 |
Anita Schmaltz
Trustee (oct-apr)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Charles Crawford
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Frank Petrie
Trustee (apr-sep)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Janet Luckie
Trustee (apr-sep)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Judith Thompson
Trustee (oct-mar)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Jyl Hall Smith
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Karen Demasi
Trustee (apr-sep)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Karlos Marshall
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Keith Borders
Trustee (jan-sep)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Kristina Lewis
Trustee (apr-sep)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Lance Detrick
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Marya Rutherford Long
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Nathanael Johnson
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Stephan Gaytko
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Tom Kelley
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Walt Hibner
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0