Civic Intelligence

Orange County Taxpayers Association

EIN 94-3005786 • 501(c)4 • Orange, CA

Profile

PROMOTE SOCIAL WELFARE

PO Box 5881Orange, CA 92863

www.octax.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

16th percentile

-33%

Higher net margin than 16% of similar nonprofits.

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

Top Officer Pay

100th percentile

$74,800

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 50.3% of source-year revenue.

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

Asset Growth

22nd percentile

-24%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

18th percentile

-38%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$167,684

Down $52,402 (-24%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$167,684

Down $49,452 (-23%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$148,822

Down $90,437 (-38%) from 2023

Expenses

Down

$198,274

Down $23,407 (-11%) from 2023

Net Income

Down

-$49,452

Down $67,030 (-381%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$300K$200K$100K$0Assets 2010: $64,818Net Assets 2010: $64,8182010Assets 2011: $112,741Liabilities 2011: $0Net Assets 2011: $112,7412011Assets 2012: $122,325Net Assets 2012: $122,3252012Assets 2013: $84,600Net Assets 2013: $84,6002013Assets 2014: $109,506Liabilities 2014: $0Net Assets 2014: $109,5062014Assets 2015: $152,686Liabilities 2015: $0Net Assets 2015: $152,6862015Assets 2016: $178,017Liabilities 2016: $0Net Assets 2016: $178,0172016Assets 2017: $170,227Liabilities 2017: $0Net Assets 2017: $170,2272017Assets 2018: $167,967Liabilities 2018: $0Net Assets 2018: $167,9672018Assets 2019: $249,083Liabilities 2019: $0Net Assets 2019: $249,0832019Assets 2020: $208,075Liabilities 2020: $1,453Net Assets 2020: $206,6222020Assets 2021: $203,685Liabilities 2021: $1,500Net Assets 2021: $202,1852021Assets 2022: $199,558Liabilities 2022: $02022Assets 2023: $220,086Liabilities 2023: $2,950Net Assets 2023: $217,1362023Assets 2024: $167,684Net Assets 2024: $167,6842024

Highlighted filing

2024

Assets$167,684
Liabilities-
Net Assets$167,684
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $115,210Expenses 2010: $113,450Net Income 2010: $1,7602010Expenses 2011: $134,5602011Revenue 2012: $171,508Expenses 2012: $161,924Net Income 2012: $9,5842012Revenue 2013: $113,873Expenses 2013: $151,598Net Income 2013: -$37,7252013Revenue 2014: $183,480Expenses 2014: $158,574Net Income 2014: $24,9062014Revenue 2015: $204,055Expenses 2015: $160,875Net Income 2015: $43,1802015Revenue 2016: $219,056Expenses 2016: $193,725Net Income 2016: $25,3312016Revenue 2017: $178,165Expenses 2017: $185,955Net Income 2017: -$7,7902017Revenue 2018: $197,237Expenses 2018: $199,497Net Income 2018: -$2,2602018Revenue 2019: $296,772Expenses 2019: $215,656Net Income 2019: $81,1162019Revenue 2020: $161,691Expenses 2020: $204,152Net Income 2020: -$42,4612020Revenue 2021: $159,857Expenses 2021: $164,294Net Income 2021: -$4,4372021Revenue 2022: $134,776Expenses 2022: $137,403Net Income 2022: -$2,6272022Revenue 2023: $239,259Expenses 2023: $221,681Net Income 2023: $17,5782023Revenue 2024: $148,822Expenses 2024: $198,274Net Income 2024: -$49,4522024

Highlighted filing

2024

Revenue$148,822
Expenses$198,274
Net Income-$49,452
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$167,684
Liabilities
-
Net assets
$167,684
Revenue
$148,822
Expenses
$198,274
Net income
-$49,452
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$1.68$1.49$1.98$0.49
2023Summary only. Only limited summary data is available for this year.$2.20$0.03$2.17$2.39$2.22$0.18
2022Summary only. Only limited summary data is available for this year.$2.00$0.00$1.35$1.37$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.02$2.02$1.60$1.64$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.08$0.01$2.07$1.62$2.04$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.00$2.49$2.97$2.16$0.81
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$1.97$1.99$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$1.78$1.86$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$2.19$1.94$0.25
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$2.04$1.61$0.43
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$1.83$1.59$0.25
2013Detailed filing. Detailed filing data is available for this year.$0.85$0.85$1.14$1.52$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$1.22$1.72$1.62$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$1.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.65$1.15$1.13$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 28, 2025
Return Version
2024v5.2
Gross Receipts
$193,177
Mission and Program Overview

Mission

PROMOTE SOCIAL WELFARE

Program Services

DescriptionGrantsExpenses
Provided detailed analysis of proposed legislation to the general public and the media.Multiple Editorials and Letters to the Editor featured in the OC Register and on-line sources.Spoke or opined on numerous business and tax issues in Orange County.Hosted quarterly luncheons that featured distinguished speakers including State and Local Elected Officials as well as business and industry leaders. Average attendance of 85-100.Presented the annual "Roses, Radishes & the Royalty Award" to recognize organizations that demonstrated taxpayer benefit, tax savings, or government waste cutting and also bring scrutiny to agencies, programs, or regulations that violate the oranization mission. Attendance of approximately 300.-$128,565
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA CATALANExecutive DirectorFT$74,800-$74,800
ADAM WOODChairman-$0--
ALCIA BERHOWVice Chair-$0--
STEVE LAMOTTETreasurer-$0--
MIKE BALSAMOSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Roses, Radishes and the Royalty Awards$74,835$74,835-$74,835
Total Events$74,835$74,835$44,355$30,480
Filing and Contact Details

Filer

Filer Name
Orange County Taxpayers Association
EIN
94-3005786
Phone
9492155539
Address
PO BOX 5881, ORANGE, CA 92863

Signing Officer

Name
Sara Catalan
Title
President
Signed
2025-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Diana Mailly Certified Public Accountant
Address
16787 Beach Boulevard 237, Huntington Beach, CA 92647
Preparer
Diana Mailly
Phone
9497520410
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $2430”

Other Expenses.1005

“Travel $37”

Other Expenses.1008

“Interest $287”

Other Expenses.1012

“Insurance $4001”

Other Expenses.1

“Meeting facilities $16398”

Other Expenses.2

“BANK CHARGES $1880”

Other Expenses.3

“ADMIN EXPENSE $1545”

Other Expenses.5

“LICENSES AND FEES $100”

Total Liabilities.1

“PAYROLL TAXES PAYABLE - Beginning $2950 PAYROLL TAXES PAYABLE - Ending $0”

Raw XML Appendix142 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ORANGE COUNTY TAXPAYERS ASSOC
IRS990EZ/BooksInCareOfDetail/PhoneNum09492155539
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5881
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ORANGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092863
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0220086
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0167684
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-49452
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt089750
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0220086
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0167684
IRS990EZ/FundraisingGrossIncomeAmt074835
IRS990EZ/GrossReceiptsAmt0193177
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt061
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt086745
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0217136
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0167684
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0217136
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0167684
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt474800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADAM WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALCIA BERHOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE LAMOTTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MIKE BALSAMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARA CATALAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026678
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE SOCIAL WELFARE
IRS990EZ/PrintingPublicationsPostageAmt0413
IRS990EZ/ProgramServiceRevenueAmt031536
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided detailed analysis of proposed legislation to the general public and the media.Multiple Editorials and Letters to the Editor featured in the OC Register and on-line sources.Spoke or opined on numerous business and tax issues in Orange County.Hosted quarterly luncheons that featured distinguished speakers including State and Local Elected Officials as well as business and industry leaders. Average attendance of 85-100.Presented the annual "Roses, Radishes & the Royalty Award" to recognize organizations that demonstrated taxpayer benefit, tax savings, or government waste cutting and also bring scrutiny to agencies, programs, or regulations that violate the oranization mission. Attendance of approximately 300.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0128565
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt081433
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt044355
IRS990EZ/SpecialEventsNetIncomeLossAmt030480
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02950
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0198274
IRS990EZ/TotalProgramServiceExpensesAmt0128565
IRS990EZ/TotalRevenueAmt0148822
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.octax.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044355
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROSES, RADISHES AND THE ROYALTY AWARDS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt074835
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt074835
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt074835
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt074835
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030480
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt044355
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt044355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $2430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Interest $287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $4001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEETING FACILITIES $16398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $1880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADMIN EXPENSE $1545
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LICENSES AND FEES $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PAYROLL TAXES PAYABLE - Beginning $2950 PAYROLL TAXES PAYABLE - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA CATALAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY TAXPAYERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0943005786
ReturnHeader/Filer/PhoneNum09492155539
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5881
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092863
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873149279
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Diana Mailly Certified Public Accountant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016787 Beach Boulevard 237
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntington Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092647
ReturnHeader/PreparerPersonGrp/PhoneNum09497520410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANA MAILLY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-28T08:42:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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