California Taxpayers Association
- Assets
- $1.4m
- Revenue
- $2.9m
- Investments
- $0.0
- Employees
- 10
- Location
- Sacramento, CA
- Founding
- 10/1943
- Data as of
- 12/2023
- EIN
- 95-0598420
Organization Overview
California Taxpayers Association is located in Sacramento, CA. The organization was established in 1943. According to its NTEE Classification (W03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Public & Societal Benefit and related organizations. As of 12/2023, California Taxpayers Association employed 10 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. California Taxpayers Association is a 501(c)(4) and as such, is described as a "Civic League, Social Welfare Organization, and Local Association of Employees" by the IRS.
For the year ending 12/2023, California Taxpayers Association generated $2.9m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 5.7% each year. All expenses for the organization totaled $3.0m during the year ending 12/2023. While expenses have increased by 5.3% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
PROMOTE SOUND TAX POLICY AND GOVERNMENT EFFICIENCY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CALTAX MONITORS ALL TAX AGENCY REGULATORY PROCEEDINGS, AND WORKS CLOSELY WITH TAX ADMINISTRATORS TO ENSURE THAT TAX REGULATIONS ARE CLEAR, REFLECTIVE OF STATE STATUTE, AND SIMPLE TO ADMINISTER FROM BOTH THE STATE AND TAXPAYER PERSPECTIVE. CALTAX STAFF ARE MEMBERS OF THE ADVISORY BOARDS FOR THE CALIFORNIA DEPARTMENT OF TAX AND FEE ADMINISTRATION, FRANCHISE TAX BOARD, STATE BOARD OF EQUALIZATION, AND OFFICE OF TAX APPEALS; AND REGULARLY MEET WITH EXECUTIVE STAFF AT EACH OF THE AGENCIES, TESTIFY DURING HEARINGS, AND ATTEND INTERESTED PARTIES MEETINGS AND REGULATORY WORKING GROUPS.
CALTAX PUBLISHES 40 NEWSLETTERS EACH YEAR TRACKING TAX POLICY DEVELOPMENTS IN CALIFORNIA, INCLUDING LEGISLATION, REGULATORY CHANGES, COURT CASES, AND LOCAL TAX NEWS. THE NEWSLETTER RANGES FROM 15-40 PAGES AND CONTAINS ORIGINAL CONTENT FROM COVERING LIVE HEARINGS AND EVENTS. THE NEWSLETTER ALSO INCLUDES TAX POLICY COMMENTARIES FROM THE STATE'S LEADING VOICES ON TAX POLICY.
CALTAX HAS TWO IN-HOUSE REGISTERED LOBBYISTS. CALTAX REVIEWS AND ANALYZES EVERY BILL INTRODUCED IN THE CALIFORNIA LEGISLATURE TO DETERMINE IF LEGISLATION HAS A SIGNIFICANT TAX POLICY, FISCAL POLICY, OR ECONOMIC IMPACT ON CALIFORNIA. CALTAX WRITES LETTERS ADVOCATING OUR POSITION, TESTIFIES IN COMMITTEE, AND MEETS WITH LAWMAKERS, LEGISLATIVE STAFF AND THE GOVERNOR'S ADMINISTRATION TO DISCUSS OUR POSITIONING. IN ADDITION TO SUPPORTING AND OPPOSING LEGISLATION, WE ALSO WORK WITH LEGISLATORS WHO HAVE QUESTIONS ABOUT HOW LEGISLATION MAY AFFECT THE STATE'S TAXPAYERS. WE ALSO PROVIDE TAX INFORMATION AND ANALYSIS TO THE MEDIA.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert Gutierrez President & CEO | Officer | 40 | $360,005 |
Peter Blocker VP Of Policy | 40 | $238,013 | |
David Kline Secretary | Officer | 40 | $193,764 |
Jim Asay Vice Chairman | OfficerTrustee | 0.5 | $0 |
Jonathan Choi Director | Trustee | 0.5 | $0 |
Trini Jimenez Chairman | OfficerTrustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,250,000 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,250,000 |
| Total Program Service Revenue | $1,592,626 |
| Investment income | $20,345 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,907,564 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $629,800 |
| Compensation of current officers, directors, key employees. | $176,344 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $576,629 |
| Pension plan accruals and contributions | $29,086 |
| Other employee benefits | $63,575 |
| Payroll taxes | $69,147 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $9,862 |
| Fees for services: Accounting | $36,423 |
| Fees for services: Lobbying | $8,609 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $116,077 |
| Advertising and promotion | $1,097,756 |
| Office expenses | $35,850 |
| Information technology | $13,649 |
| Royalties | $0 |
| Occupancy | $164,560 |
| Travel | $55,010 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $58,839 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $8,721 |
| Insurance | $22,009 |
| All other expenses | $0 |
| Total functional expenses | $2,995,602 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $251,207 |
| Savings and temporary cash investments | $1,684 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $110,326 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $59,444 |
| Net Land, buildings, and equipment | $44,250 |
| Investments—publicly traded securities | $920,026 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $37,902 |
| Total assets | $1,424,839 |
| Accounts payable and accrued expenses | $185,182 |
| Grants payable | $0 |
| Deferred revenue | $308,927 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $44,590 |
| Total liabilities | $538,699 |
| Net assets without donor restrictions | $832,820 |
| Net assets with donor restrictions | $53,320 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,424,839 |
Grants Awarded
Over the last fiscal year, California Taxpayers Association has awarded $1,471,514 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
CAS AGAINST HIGHER TAXES PURPOSE: General support | $31,514 |
CAS TO STOP HIGHER PROP TAXES PURPOSE: General support | $1,296,000 |
CAS TO PROTECT AFFORDABLE HSG PURPOSE: General support | $144,000 |