Nonprofit · EIN 94-2679673
CALIFORNIA TAX FOUNDATION INC
Tax-exempt · SACRAMENTO, CA 95814
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $33,155 | $35,902 | -$2,747 | $36,643 | $88,501 | -$51,858 |
| December 31, 2023 | 990-EZ | $43,178 | $55,557 | -$12,379 | $21,157 | $70,268 | -$49,111 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,900
- Program service revenue
- $31,255
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $27,793
- Other expenses
- $8,109
- Program services (functional)
- $34,465
Balance sheet and other
- Total assets, start of year
- $21,157
- Total assets, end of year
- $36,643
- Total liabilities, end of year
- $88,501
- Net assets, end of year
- -$51,858
- Cash, savings and investments
- $35,093
- Gross receipts
- $33,155
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Meredith Garwood | Trustee | 1 | $0 |
| Andrew Zalewski | Chair | 1 | $0 |
| Delia Besio | Trustee | 1 | $0 |
| Carlos Angiuano | Trustee | 1 | $0 |
| Becky Zhu | Vice Chair | 1 | $0 |
| Jim Asay | Trustee | 1 | $0 |
| John Cmelak | Treasurer | 1 | $0 |
| Trini Jimenez | Trustee | 1 | $0 |
| Tyler Henderson | Trustee | 1 | $0 |
| John Stowell | Trustee | 1 | $0 |
| Patricia Wong | Trustee | 1 | $0 |
| Robert Gutierrez | President & CEO | 1 | $0 |
| Terry Ryan | Trustee | 1 | $0 |
| Steve Utech | Trustee | 1 | $0 |
| William Wright | Trustee | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Kline | Secretary | 1 | $0 |
990-EZ for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Meredith Garwood | Trustee | 1 | $0 |
| Andrew Zalewski | Treasurer | 1 | $0 |
| Delia Besio | Trustee | 1 | $0 |
| Carlos Angiuano | Trustee | 1 | $0 |
| Becky Zhu | Trustee | 1 | $0 |
| Jim Asay | Vice Chairman | 1 | $0 |
| John Cmelak | Trustee | 1 | $0 |
| Trini Jimenez | Chairman | 1 | $0 |
| Jeffrey Moreno | Trustee | 1 | $0 |
| John Stowell | Trustee | 1 | $0 |
| Patricia Wong | Trustee | 1 | $0 |
| Robert Gutierrez | President & CEO | 1 | $0 |
| Terry Ryan | Trustee | 1 | $0 |
| Steve Utech | Trustee | 1 | $0 |
| William Wright | Trustee | 1 | $0 |
| David Kline | Secretary | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1201 K ST STE 1600, SACRAMENTO, CA 95814-3925
- Mailing address (990-N for 2007)
- 1215 K Street, Sacramento CA 95814
- Principal officer (990-N for 2007)
- Teresa Casazza, 1215 K Street Suite 1250, Sacramento CA 95814
- Signed the 990-EZ
- Robert Gutierrez, President & CEO
- Phone
- (916) 441-0490
- Website
- www.caltaxfoundation.org
- Return prepared by
- John Waddell & Co CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2679673 or by the name CALIFORNIA TAX FOUNDATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
The specific and primary purpose is to conduct on behalf of the California Taxpayers' Association educational and research activities on government revenue and expenditure policies and government efficiency, and thereby to assist in carrying out the purposes of the California Taxpayers' Association, and to make said research available to the public.
Program accomplishments
- Maintained website with tax research, fact sheets, and tax related publications available to the general public.Expenses $1,114
- Held webinars regarding tax matters.Expenses $6,433
- Conducted research on state and local tax policy, including property, sales and income taxes and local parcel and gross receipts taxes.Expenses $26,918
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 94-2679673
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1980
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $36,643
- Income (IRS master file)
- $33,155
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $33,155 | $35,902 | $36,643 | XML |
| 990-EZ | December 2023 | $43,178 | $55,557 | $21,157 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | IRS |
| 990-N for 2007 Officer: Teresa Casazza | December 31, 2007 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2679673).
Questions about CALIFORNIA TAX FOUNDATION INC
- What is the EIN of CALIFORNIA TAX FOUNDATION INC?
- The employer identification number (EIN) of CALIFORNIA TAX FOUNDATION INC is 94-2679673.
- Is CALIFORNIA TAX FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to CALIFORNIA TAX FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CALIFORNIA TAX FOUNDATION INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CALIFORNIA TAX FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA TAX FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who is the principal officer of CALIFORNIA TAX FOUNDATION INC?
- The 990-N for 2007 names Teresa Casazza.
- Who are the officers and directors of CALIFORNIA TAX FOUNDATION INC?
- The 990-EZ for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA TAX FOUNDATION INC have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $33,155, expenses of $35,902 and total assets of $36,643 at year end.
Other nonprofits in SACRAMENTO
- SACRAMENTO REGION COMMUNITY FOUNDATION EIN 94-2891517 · last filed 990 for 2024
- CALIFORNIA HEALTH FOUNDATION AND TRUST EIN 94-1498697 · last filed 990 for 2024
- UNITED WAY CALIFORNIA CAPITAL REGION EIN 94-1225382 · last filed 990 for 2025
- ROBERTS FAMILY DEVELOPMENT CENTER EIN 68-0470557 · last filed 990 for 2025
- THE JAMES B MCCLATCHY FOUNDATION EIN 68-0283878 · last filed 990 for 2025
- THE JEWISH COMMUNITY FOUNDATION OF THE WEST EIN 68-0445835 · last filed 990 for 2024
- TNPO2 FOUNDATION EIN 88-2349324 · last filed 990 for 2023
- KELLY FOUNDATION EIN 68-0175739 · last filed 990-PF for 2025
All nonprofits in SACRAMENTO · California · Philanthropy, voluntarism and grantmaking foundations