Civic Intelligence

California Tax Reform Association

EIN 94-2386938 • 501(c)4 • Sacramento, CA

Profile

Education in state tax policy

1121 L Street 602Sacramento, CA 95814

californiataxreform.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

52%

Faster asset growth than 92% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

48%

Faster revenue growth than 88% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$38,022

Up $12,950 (+52%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$38,022

Up $12,950 (+52%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin76th percentile

Revenue

Up

$69,000

Up $22,500 (+48%) from 2023

Expenses

Down

$56,050

Down $59,700 (-52%) from 2023

Net Income

Up

$12,950

Up $82,200 (+119%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $148,071Liabilities 2011: $02011Assets 2012: $77,166Liabilities 2012: $02012Assets 2017: $2,228Liabilities 2017: $0Net Assets 2017: $2,2282017Assets 2018: $33,268Liabilities 2018: $0Net Assets 2018: $33,2682018Assets 2019: $54,488Liabilities 2019: $0Net Assets 2019: $54,4882019Assets 2020: $8,438Liabilities 2020: $0Net Assets 2020: $8,4382020Assets 2021: $20,086Liabilities 2021: $0Net Assets 2021: $20,0862021Assets 2022: $94,322Liabilities 2022: $0Net Assets 2022: $94,3222022Assets 2023: $25,072Liabilities 2023: $0Net Assets 2023: $25,0722023Assets 2024: $38,022Liabilities 2024: $0Net Assets 2024: $38,0222024

Highlighted filing

2024

Assets$38,022
Liabilities$0
Net Assets$38,022
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2011: $141,454Expenses 2011: $63,031Net Income 2011: $78,4232011Revenue 2012: $102,519Expenses 2012: $95,001Net Income 2012: $7,5182012Revenue 2017: $49,025Expenses 2017: $157,963Net Income 2017: -$108,9382017Revenue 2018: $115,500Expenses 2018: $84,460Net Income 2018: $31,0402018Revenue 2019: $119,000Expenses 2019: $97,780Net Income 2019: $21,2202019Revenue 2020: $8,000Expenses 2020: $54,050Net Income 2020: -$46,0502020Revenue 2021: $61,500Expenses 2021: $49,852Net Income 2021: $11,6482021Revenue 2022: $76,000Expenses 2022: $1,764Net Income 2022: $74,2362022Revenue 2023: $46,500Expenses 2023: $115,750Net Income 2023: -$69,2502023Revenue 2024: $69,000Expenses 2024: $56,050Net Income 2024: $12,9502024

Highlighted filing

2024

Revenue$69,000
Expenses$56,050
Net Income$12,950
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,022
Liabilities
$0
Net assets
$38,022
Revenue
$69,000
Expenses
$56,050
Net income
$12,950
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.69$0.56$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.47$1.16$0.69
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.76$0.02$0.74
2021Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.62$0.50$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.08$0.54$0.46
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$1.19$0.98$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.16$0.84$0.31
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.49$1.58$1.09
2012Summary only. Only limited summary data is available for this year.$0.77$0.00$1.03$0.95$0.08
2011Summary only. Only limited summary data is available for this year.$1.48$0.00$1.41$0.63$0.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 31, 2025
Return Version
2024v5.2
Gross Receipts
$69,000
Mission and Program Overview

Mission

Education in state tax policy

Program Services

DescriptionGrantsExpenses
CONTACTED LEGISLATURES CONCERNING CURRENT AND PROPOSED LEGISLATION, RESEARCHED PROPOSED BILLS; WROTE OPINION LETTERS AND PROVIDED INFORMATION TO THE COMMUNITY.$0$33,630
MAINTAINED ONGOING OUTREACH EFFORTS & PUBLIC AWARENESS ON CAMPAIGN AND LEGISLATIVE ISSUES; MADE FIFTEEN OR MORE PUBLIC PRESENTATIONS DURING THE YEAR.$0$14,012
SERVED MEMBERSHIP PROVIDING INFO ON REQUEST TO PROSPECTIVE MEMBERS. ANSWERED PHONE AND EMAIL INQUIRIES, PREPARED AND INSTITUTED CAMPAIGN FOR BALLOT MEASURES WHEN MEMBERSHIP AGREED UPON SUCH ACTIONS.$0$8,408
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROY ULRICHExecutive Director-$0--
TERRY BRENNANDTreasurer/Secretary-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
California Tax Reform Association
EIN
94-2386938
Phone
9164765103
Address
1121 L STREET 602, SACRAMENTO, CA 95814

Signing Officer

Name
Terry Brennand
Title
Secretary/treasurer
Phone
9164765103
Signed
2025-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Gilbert Cpas
Address
2880 GATEWAY OAKS DR STE 100, SACRAMENTO, CA 95833
Preparer
Jennifer Z Iwata
Phone
9166466464
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: misc expense. Amount: 50.”

Raw XML Appendix110 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TERRY BRENNAND
IRS990EZ/BooksInCareOfDetail/PhoneNum09164765103
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01121 L STREET 602
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095814
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025072
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038022
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt012950
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt056000
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025072
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038022
IRS990EZ/GrossReceiptsAmt069000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt069000
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025072
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038022
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025072
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROY ULRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERRY BRENNAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt050
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION IN STATE TAX POLICY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SERVED MEMBERSHIP PROVIDING INFO ON REQUEST TO PROSPECTIVE MEMBERS. ANSWERED PHONE AND EMAIL INQUIRIES, PREPARED AND INSTITUTED CAMPAIGN FOR BALLOT MEASURES WHEN MEMBERSHIP AGREED UPON SUCH ACTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONTACTED LEGISLATURES CONCERNING CURRENT AND PROPOSED LEGISLATION, RESEARCHED PROPOSED BILLS; WROTE OPINION LETTERS AND PROVIDED INFORMATION TO THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MAINTAINED ONGOING OUTREACH EFFORTS & PUBLIC AWARENESS ON CAMPAIGN AND LEGISLATIVE ISSUES; MADE FIFTEEN OR MORE PUBLIC PRESENTATIONS DURING THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08408
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt133630
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt214012
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd01
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt056050
IRS990EZ/TotalProgramServiceExpensesAmt056050
IRS990EZ/TotalRevenueAmt069000
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CALIFORNIATAXREFORM.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISC EXPENSE. AMOUNT: 50.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY BRENNAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09164765103
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA TAX REFORM ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0942386938
ReturnHeader/Filer/PhoneNum09164765103
ReturnHeader/Filer/USAddress/AddressLine1Txt01121 L STREET 602
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095814
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680037990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GILBERT CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02880 GATEWAY OAKS DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095833
ReturnHeader/PreparerPersonGrp/PhoneNum09166466464
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER Z IWATA
ReturnHeader/ReturnTs02025-10-31T13:57:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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