Nonprofit · EIN 95-0598420
CALIFORNIA TAXPAYERS ASSOCIATION
Tax-exempt · SACRAMENTO, CA 95814
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,945,028 | $5,137,873 | -$192,845 | $3,130,574 | $2,323,335 | $807,239 |
| December 31, 2023 | 990 | $2,907,564 | $2,995,602 | -$88,038 | $1,424,839 | $538,699 | $886,140 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,354,781
- of which government grants
- $159,781
- Program service revenue
- $1,520,595
- Investment income
- $38,172
- Other revenue
- $31,480
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $929,979
- Other salaries and wages
- $384,884
- Salaries, compensation and benefits (total)
- $1,440,173
- Professional fundraising fees
- $0
- Legal fees
- $497,945
- Accounting fees
- $37,378
- Occupancy
- $180,441
- Travel
- $23,540
- Depreciation
- $22,952
- Program services (functional)
- $4,520,638
- Management and general (functional)
- $617,235
Balance sheet and other
- Total assets, start of year
- $1,424,839
- Total assets, end of year
- $3,130,574
- Total liabilities, end of year
- $2,323,335
- Net assets, end of year
- $807,239
- Land, buildings and equipment
- $154,142
- Publicly traded securities
- $711,129
- Net assets without donor restrictions
- $465,574
- Net assets with donor restrictions
- $341,665
- Gross receipts
- $4,945,028
- Employees
- 10
- Volunteers
- 80
- Year formed
- 1926
- State of legal domicile
- CA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Robert Gutierrez | President & CEO Officer | 40 | $372,577 | $44,737 |
| Peter Blocker | VP of Policy | 40 | $246,017 | $39,750 |
| David Kline | Secretary Officer | 40 | $194,242 | $32,656 |
| Jim Asay | Director Trustee or director | 0.5 | $0 | $0 |
| Anitha Chakravarthi | Director Trustee or director | 0.5 | $0 | $0 |
| Trini Jimenez | Director Trustee or director | 0.5 | $0 | $0 |
| Carlos Angiuano | Director Trustee or director | 0.5 | $0 | $0 |
| Delia Besio | Director Trustee or director | 0.5 | $0 | $0 |
| John Cmelak | Treasurer Trustee or director, Officer | 0.5 | $0 | $0 |
| Meredith H Garwood | Director Trustee or director | 0.5 | $0 | $0 |
| Cali Daly | Director Trustee or director | 0.5 | $0 | $0 |
| Christopher Hayes | Director Trustee or director | 0.5 | $0 | $0 |
| Jeffrey S Moreno | Director Trustee or director | 0.5 | $0 | $0 |
| James Beatty | Director Trustee or director | 0.5 | $0 | $0 |
| Terry Ryan | Director Trustee or director | 0.5 | $0 | $0 |
53 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Stowell | Director Trustee or director | 0.5 | $0 |
| Steve Utech | Director Trustee or director | 0.5 | $0 |
| Patricia Wong | Director Trustee or director | 0.5 | $0 |
| William Wright | Director Trustee or director | 0.5 | $0 |
| Andrew Zalewski | Chair Trustee or director, Officer | 0.5 | $0 |
| Becky Zhu | Vice Chair Trustee or director, Officer | 0.5 | $0 |
| Jon Almeras | Director Trustee or director | 0.5 | $0 |
| Josh Mishoe | Director Trustee or director | 0.5 | $0 |
| John Barnes | Director Trustee or director | 0.5 | $0 |
| Nicholas Blackburn | Director Trustee or director | 0.5 | $0 |
| Michael Brown | Director Trustee or director | 0.5 | $0 |
| Curtis Raulinaitis | Director Trustee or director | 0.5 | $0 |
| Cornelious Burke | Director Trustee or director | 0.5 | $0 |
| Cheyanne Cook | Director Trustee or director | 0.5 | $0 |
| Joe Coughlin | Director Trustee or director | 0.5 | $0 |
| Marty Dakessian | Director Trustee or director | 0.5 | $0 |
| Kristine Dankenbrink | Director Trustee or director | 0.5 | $0 |
| Ben Elliott | Director Trustee or director | 0.5 | $0 |
| Martin Guenther | Director Trustee or director | 0.5 | $0 |
| Tim Gustafson | Director Trustee or director | 0.5 | $0 |
| Tyler Henderson | Director Trustee or director | 0.5 | $0 |
| Melanie Hoskins | Director Trustee or director | 0.5 | $0 |
| Fran Inman | Director Trustee or director | 0.5 | $0 |
| Barry Weissman | Director Trustee or director | 0.5 | $0 |
| Kevin Keane | Director Trustee or director | 0.5 | $0 |
| Erica Kenney | Director Trustee or director | 0.5 | $0 |
| Thomas Klingler | Director Trustee or director | 0.5 | $0 |
| Stephen Konig | Director Trustee or director | 0.5 | $0 |
| Jason Lane | Director Trustee or director | 0.5 | $0 |
| Mike Langford | Director Trustee or director | 0.5 | $0 |
| Michael Lebeau | Director Trustee or director | 0.5 | $0 |
| Clara Lee | Director Trustee or director | 0.5 | $0 |
| Kevin Miller | Director Trustee or director | 0.5 | $0 |
| Martin Loeber | Director Trustee or director | 0.5 | $0 |
| Ocean Mills | Director Trustee or director | 0.5 | $0 |
| Charles Moll | Director Trustee or director | 0.5 | $0 |
| Omar Munoz | Director Trustee or director | 0.5 | $0 |
| Cris K O'Neall | Director Trustee or director | 0.5 | $0 |
| Sabrina Nussipov | Director Trustee or director | 0.5 | $0 |
| Sara ONeill-Bouton | Director Trustee or director | 0.5 | $0 |
| Carley Roberts | Director Trustee or director | 0.5 | $0 |
| Gina Rodriquez | Director Trustee or director | 0.5 | $0 |
| Charles Melton | Director Trustee or director | 0.5 | $0 |
| Shane Simpson | Director Trustee or director | 0.5 | $0 |
| Daniel Smith | Director Trustee or director | 0.5 | $0 |
| Jon A Sperring | Director Trustee or director | 0.5 | $0 |
| Mark Stefan | Director Trustee or director | 0.5 | $0 |
| Jeremy Stohs | Director Trustee or director | 0.5 | $0 |
| Joe Strong | Director Trustee or director | 0.5 | $0 |
| David Uphaus | Director Trustee or director | 0.5 | $0 |
| Jana Wells | Director Trustee or director | 0.5 | $0 |
| Michelle Wright Conn | Director Trustee or director | 0.5 | $0 |
| Elena Xu | Director Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 76 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Robert Gutierrez | President & CEO Officer | 40 | $360,005 | $43,655 |
| Peter Blocker | VP of Policy | 40 | $238,013 | $38,672 |
| David Kline | Secretary Officer | 40 | $193,764 | $32,376 |
| Jim Asay | Vice Chairman Trustee or director, Officer | 0.5 | $0 | $0 |
| Jonathan Choi | Director Trustee or director | 0.5 | $0 | $0 |
| Trini Jimenez | Chairman Trustee or director, Officer | 0.5 | $0 | $0 |
| Carlos Angiuano | Director Trustee or director | 0.5 | $0 | $0 |
| Delia Besio | Director Trustee or director | 0.5 | $0 | $0 |
| John Cmelak | Director Trustee or director | 0.5 | $0 | $0 |
| Meredith H Garwood | Director Trustee or director | 0.5 | $0 | $0 |
| Cali Daly | Director Trustee or director | 0.5 | $0 | $0 |
| Christopher Hayes | Director Trustee or director | 0.5 | $0 | $0 |
| Jeffrey S Moreno | Director Trustee or director | 0.5 | $0 | $0 |
| Terry Ryan | Director Trustee or director | 0.5 | $0 | $0 |
| John Stowell | Director Trustee or director | 0.5 | $0 | $0 |
| Steve Utech | Director Trustee or director | 0.5 | $0 | $0 |
| Patricia Wong | Director Trustee or director | 0.5 | $0 | $0 |
| William Wright | Director Trustee or director | 0.5 | $0 | $0 |
| Andrew Zalewski | Treasurer Trustee or director, Officer | 0.5 | $0 | $0 |
| Becky Zhu | Director Trustee or director | 0.5 | $0 | $0 |
| Jon Almeras | Director Trustee or director | 0.5 | $0 | $0 |
| Josh Mishoe | Director Trustee or director | 0.5 | $0 | $0 |
| John Barnes | Director Trustee or director | 0.5 | $0 | $0 |
| Nicholas Blackburn | Director Trustee or director | 0.5 | $0 | $0 |
| Michael Brown | Director Trustee or director | 0.5 | $0 | $0 |
| Curtis Raulinaitis | Director Trustee or director | 0.5 | $0 | $0 |
| Chesley Dillon | Director Trustee or director | 0.5 | $0 | $0 |
| Cheyanne Cook | Director Trustee or director | 0.5 | $0 | $0 |
| Joe Coughlin | Director Trustee or director | 0.5 | $0 | $0 |
| Marty Dakessian | Director Trustee or director | 0.5 | $0 | $0 |
| Kristine Dankenbrink | Director Trustee or director | 0.5 | $0 | $0 |
| Sarah Simon | Director Trustee or director | 0.5 | $0 | $0 |
| Ben Elliott | Director Trustee or director | 0.5 | $0 | $0 |
| Flo Kahn | Director Trustee or director | 0.5 | $0 | $0 |
| Martin Guenther | Director Trustee or director | 0.5 | $0 | $0 |
| Tim Gustafson | Director Trustee or director | 0.5 | $0 | $0 |
| Tyler Henderson | Director Trustee or director | 0.5 | $0 | $0 |
| Melanie Hoskins | Director Trustee or director | 0.5 | $0 | $0 |
| Fran Inman | Director Trustee or director | 0.5 | $0 | $0 |
| Barry Weissman | Director Trustee or director | 0.5 | $0 | $0 |
| Kevin Keane | Director Trustee or director | 0.5 | $0 | $0 |
| Erica Kenney | Director Trustee or director | 0.5 | $0 | $0 |
| Lisa Wolski | Director Trustee or director | 0.5 | $0 | $0 |
| Thomas Klingler | Director Trustee or director | 0.5 | $0 | $0 |
| Stephen Konig | Director Trustee or director | 0.5 | $0 | $0 |
| Jeffrey Langer | Director Trustee or director | 0.5 | $0 | $0 |
| Jason Lane | Director Trustee or director | 0.5 | $0 | $0 |
| Maria Mirkovski | Director Trustee or director | 0.5 | $0 | $0 |
| Mike Langford | Director Trustee or director | 0.5 | $0 | $0 |
| Michael Lebeau | Director Trustee or director | 0.5 | $0 | $0 |
| Clara Lee | Director Trustee or director | 0.5 | $0 | $0 |
| Kevin Miller | Director Trustee or director | 0.5 | $0 | $0 |
| Martin Loeber | Director Trustee or director | 0.5 | $0 | $0 |
| Ocean Mills | Director Trustee or director | 0.5 | $0 | $0 |
| Charles Moll | Director Trustee or director | 0.5 | $0 | $0 |
| Omar Munoz | Director Trustee or director | 0.5 | $0 | $0 |
| Janus Norman | Director Trustee or director | 0.5 | $0 | $0 |
| Cris K O'Neall | Director Trustee or director | 0.5 | $0 | $0 |
| Sabrina Nussipov | Director Trustee or director | 0.5 | $0 | $0 |
| Sara O'Neil | Director Trustee or director | 0.5 | $0 | $0 |
| Wade Phillips | Director Trustee or director | 0.5 | $0 | $0 |
| Jerry Ruskowski | Director Trustee or director | 0.5 | $0 | $0 |
| Carley Roberts | Director Trustee or director | 0.5 | $0 | $0 |
| Gina Rodriquez | Director Trustee or director | 0.5 | $0 | $0 |
| Laura Curtis | Director Trustee or director | 0.5 | $0 | $0 |
| Charles Melton | Director Trustee or director | 0.5 | $0 | $0 |
| Shane Simpson | Director Trustee or director | 0.5 | $0 | $0 |
| Daniel Smith | Director Trustee or director | 0.5 | $0 | $0 |
| Jon A Sperring | Director Trustee or director | 0.5 | $0 | $0 |
| Mark Stefan | Director Trustee or director | 0.5 | $0 | $0 |
| Jeremy Stohs | Director Trustee or director | 0.5 | $0 | $0 |
| Joe Strong | Director Trustee or director | 0.5 | $0 | $0 |
| David Uphaus | Director Trustee or director | 0.5 | $0 | $0 |
| Jana Wells | Director Trustee or director | 0.5 | $0 | $0 |
| Michelle Wright Conn | Director Trustee or director | 0.5 | $0 | $0 |
| Elena Xu | Director Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1201 K ST STE 1600, SACRAMENTO, CA 95814-3925
- Principal officer (990 for 2024)
- Robert Gutierrez, 1201 K Street 1600, Sacramento, CA 95814
- Signed the 990
- Robert Gutierrez, President & CEO
- Phone
- (916) 441-0490
- Website
- www.caltax.org
- Return prepared by
- John Waddell & Co CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 95-0598420 or by the name CALIFORNIA TAXPAYERS ASSOCIATION.
- 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
CalTaxs mission is to serve the general public and our members including Fortune 500 companies, small businesses and individuals by promoting sound tax policy and government efficiency at the state and local levels of government through advocacy, research and education.
Program accomplishments
- 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.Expenses $4,000,996 · revenue $1,337,302
- 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.Expenses $333,888 · revenue $7,672
- 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.Expenses $151,083 · revenue $55,721
- Provided various other nonadvocacy related servicesExpenses $34,671 · revenue $119,900
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-0598420
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1943
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,130,574
- Income (IRS master file)
- $4,945,028
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,945,028 | $5,137,873 | $3,130,574 | IRS |
| 990 | December 2023 | $2,907,564 | $2,995,602 | $1,424,839 | XML |
| 990 | December 2022 | $1,995,989 | $2,069,639 | $1,527,916 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
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 95-0598420).
Questions about CALIFORNIA TAXPAYERS ASSOCIATION
- What is the EIN of CALIFORNIA TAXPAYERS ASSOCIATION?
- The employer identification number (EIN) of CALIFORNIA TAXPAYERS ASSOCIATION is 95-0598420.
- Is CALIFORNIA TAXPAYERS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1943.
- Are donations to CALIFORNIA TAXPAYERS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA TAXPAYERS ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA TAXPAYERS ASSOCIATION 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 TAXPAYERS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CALIFORNIA TAXPAYERS ASSOCIATION?
- The 990 for the year ended December 31, 2024 names Robert Gutierrez.
- Who are the officers and directors of CALIFORNIA TAXPAYERS ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 68 people; 3 received compensation from the organization, the highest $372,577 (Robert Gutierrez, President & CEO).
- How much revenue does CALIFORNIA TAXPAYERS ASSOCIATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,945,028, expenses of $5,137,873 and total assets of $3,130,574 at year end.
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