Civic Intelligence

California Taxpayers Association

EIN 95-0598420 • 501(c)4 • Sacramento, CA

Profile

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.

1201 K Street 1600Sacramento, CA 95814

www.caltax.org

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.74x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.47x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

24th percentile

-3.9%

Higher net margin than 24% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$417,314

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Asset Growth

96th percentile

120%

Faster asset growth than 96% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

70%

Faster revenue growth than 85% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,130,574

Up $1,705,735 (+120%) from 2023

Liabilities

Up

$2,323,335

Up $1,784,636 (+331%) from 2023

Net Assets

Down

$807,239

Down $78,901 (-8.9%) from 2023

Revenue

Up

$4,945,028

Up $2,037,464 (+70%) from 2023

Expenses

Up

$5,137,873

Up $2,142,271 (+72%) from 2023

Net Income

Down

-$192,845

Down $104,807 (-119%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,154,110Liabilities 2011: $587,601Net Assets 2011: $566,5092011Assets 2012: $1,255,348Liabilities 2012: $618,807Net Assets 2012: $636,5412012Assets 2013: $1,429,294Liabilities 2013: $669,743Net Assets 2013: $759,5512013Assets 2014: $1,363,795Liabilities 2014: $685,551Net Assets 2014: $678,2442014Assets 2015: $1,390,157Liabilities 2015: $837,997Net Assets 2015: $552,1602015Assets 2016: $1,351,335Liabilities 2016: $672,558Net Assets 2016: $678,7772016Assets 2017: $1,433,913Liabilities 2017: $688,794Net Assets 2017: $745,1192017Assets 2018: $1,432,675Liabilities 2018: $807,975Net Assets 2018: $624,7002018Assets 2019: $1,467,679Liabilities 2019: $556,966Net Assets 2019: $910,7132019Assets 2020: $1,459,610Liabilities 2020: $528,125Net Assets 2020: $931,4852020Assets 2021: $1,627,545Liabilities 2021: $559,074Net Assets 2021: $1,068,4712021Assets 2022: $1,527,916Liabilities 2022: $689,167Net Assets 2022: $838,7492022Assets 2023: $1,424,839Liabilities 2023: $538,699Net Assets 2023: $886,1402023Assets 2024: $3,130,574Liabilities 2024: $2,323,335Net Assets 2024: $807,2392024

Highlighted filing

2024

Assets$3,130,574
Liabilities$2,323,335
Net Assets$807,239

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,551,434Expenses 2011: $1,527,353Net Income 2011: $24,0812011Revenue 2012: $1,594,095Expenses 2012: $1,570,215Net Income 2012: $23,8802012Revenue 2013: $1,596,968Expenses 2013: $1,594,172Net Income 2013: $2,7962013Revenue 2014: $1,537,796Expenses 2014: $1,685,399Net Income 2014: -$147,6032014Revenue 2015: $1,763,538Expenses 2015: $1,883,413Net Income 2015: -$119,8752015Revenue 2016: $1,972,724Expenses 2016: $1,905,816Net Income 2016: $66,9082016Revenue 2017: $1,580,962Expenses 2017: $1,592,806Net Income 2017: -$11,8442017Revenue 2018: $1,640,141Expenses 2018: $1,725,880Net Income 2018: -$85,7392018Revenue 2019: $2,131,709Expenses 2019: $1,987,589Net Income 2019: $144,1202019Revenue 2020: $3,014,541Expenses 2020: $3,077,910Net Income 2020: -$63,3692020Revenue 2021: $1,678,404Expenses 2021: $1,676,911Net Income 2021: $1,4932021Revenue 2022: $1,995,989Expenses 2022: $2,069,639Net Income 2022: -$73,6502022Revenue 2023: $2,907,564Expenses 2023: $2,995,602Net Income 2023: -$88,0382023Revenue 2024: $4,945,028Expenses 2024: $5,137,873Net Income 2024: -$192,8452024

Highlighted filing

2024

Revenue$4,945,028
Expenses$5,137,873
Net Income-$192,845

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$2.32$0.81$4.95$5.14$0.19
2023Summary only. Only limited summary data is available for this year.$1.42$0.54$0.89$2.91$3.00$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.69$0.84$2.00$2.07$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.56$1.07$1.68$1.68$0.00
2020Summary only. Only limited summary data is available for this year.$1.46$0.53$0.93$3.01$3.08$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.56$0.91$2.13$1.99$0.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.81$0.62$1.64$1.73$0.09
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.69$0.75$1.58$1.59$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.67$0.68$1.97$1.91$0.07
2015Summary only. Only limited summary data is available for this year.$1.39$0.84$0.55$1.76$1.88$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.36$0.69$0.68$1.54$1.69$0.15
2013Summary only. Only limited summary data is available for this year.$1.43$0.67$0.76$1.60$1.59$0.00
2012Summary only. Only limited summary data is available for this year.$1.26$0.62$0.64$1.59$1.57$0.02
2011Summary only. Only limited summary data is available for this year.$1.15$0.59$0.57$1.55$1.53$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$4,945,028
Mission and Program Overview

Mission

Protect taxpayers from unneeded taxes

Promote sound tax policy and government efficiency.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$920,026$711,129▼ $208,897
Savings and Temporary Cash Investments$1,684$327,905▲ $326,221
Pledges and Grants Receivable-$191,852-
Land, Buildings, and Equipment, Net$44,250$154,142▲ $109,892
Accounts Receivable$110,326$137,351▲ $27,025
Cash and Non-Interest-Bearing Accounts$251,207$112,727▼ $138,480
Prepaid Expenses and Deferred Charges$59,444$47,053▼ $12,391
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,424,839$3,130,574▲ $1,705,735
Other Assets Total$37,902$1,448,415▲ $1,410,513
Liabilities
Other Liabilities$44,590$1,602,152▲ $1,557,562
Accounts Payable and Accrued Expenses$185,182$386,248▲ $201,066
Deferred Revenue$308,927$334,935▲ $26,008
Total Liabilities$538,699$2,323,335▲ $1,784,636
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$832,820$465,574▼ $367,246
Net Assets With Donor Restrictions$53,320$341,665▲ $288,345
Total Net Assets Fund Balance$886,140$807,239▼ $78,901
Total Liabilities and Net Assets / Fund Balance$1,424,839$3,130,574▲ $1,705,735

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$111,349$33,437$144,786
Leasehold Improvements$42,793$15,194$57,987
Other Assets Org$1,448,415--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert GutierrezPresident & CEOFT$342,877$44,737$417,314
Peter BlockerVP of PolicyFT$226,397$69,450$285,767
David KlineSecretaryFT$194,242$52,276$226,898

Highest Paid Contractors

ContractorServicesLocationCompensation
Plus CommunicationsAdvertising3001 Washington Blvs 7th FL, Arlington, VA 22201$2,500,552
Eversheds Sutherland US LLPLegalPO Box 931885, Atlanta, GA 31193$497,159
Revenue and Support

Revenue Composition

Contributions and Grants
$3,354,781
Program Service Revenue
$1,520,595
Investment Income
$38,172
Other Revenue
$31,480
All Other Contributions
$3,195,000
Change in Net Assets
$-192,845
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,697,700
Salaries, Compensation, and Employee Benefits$1,440,173
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$2,500,552--$2,500,552
Current Officers, Directors, Trustees, and Key Employees$660,286$269,693-$929,979
Fees for Services Legal$497,159$786-$497,945
Other Salaries and Wages$273,265$111,619-$384,884
Fees for Services Other$192,638$14,316-$206,954
Occupancy$128,113$52,328-$180,441
Conferences and Meetings$62,176$24,279-$86,455
Payroll Taxes$48,039$19,621-$67,660
Office Expenses$42,133$17,208-$59,341
Other Employee Benefits$38,235$15,617-$53,852
Fees for Services Accounting-$37,378-$37,378
Travel$11,770$11,770-$23,540
Depreciation Depletion$16,296$6,656-$22,952
Insurance$15,008$6,129-$21,137
Other Expenses$14,574$26,183-$14,574
Fees for Services Lobbying$11,450--$11,450
Information Technology$6,247$2,551-$8,798
Pension Plan Contributions$2,697$1,101-$3,798
Total Functional Expenses$4,520,638$617,235$0$5,137,873
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$3,054,892
Current Year Nondeductible Lobbying and Political Cost$2,568,885
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating lease right of use liability$1,602,152
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

The Executive Committee conducts general supervision of the affairs of the Association, and is vested with all of the powers of the Board between meetings of the Board. Certain actions of the Executive Committee must be ratified by the Board. The Executive Committee consists of not less than 10 and not more than 18 directors.

Form 990, Part VI, Section A, Line 6

Membership is open to any non-government taxpayer, whether person, firm, corporation, association, society, foundation, or trust.

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

Governing documents and the Form 990 are available on the Attorney General's website. Other documents are available upon request.

Filing and Contact Details

Filer

Filer Name
California Taxpayers Association
EIN
95-0598420
Phone
9164410490
Address
1201 K Street 1600, Sacramento, CA 95814

Signing Officer

Name
Robert Gutierrez
Title
President & CEO
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Gutierrez
Formed
1926
Legal Domicile
CA
Voting Board Members
62
Independent Board Members
62
Employees
10
Volunteers
80

Preparer

Firm
John Waddell & Co CPAs
Address
3416 American River Drive A, Sacramento, CA 95864
Preparer
Deborah F Ask CPA
Phone
9164882460
Raw XML AppendixShowing 400 of 1,013 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
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IRS990/AdvertisingGrp/ProgramServicesAmt02500552
IRS990/AdvertisingGrp/TotalAmt02500552
IRS990/AllOtherContributionsAmt03195000
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IRS990/BooksInCareOfDetail/PersonNm0Robert Gutierrez
IRS990/BooksInCareOfDetail/PhoneNum09169303112
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01201 K Street Ste 1600
IRS990/BooksInCareOfDetail/USAddress/CityNm0Sacramento
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03001 Washington Blvs 7th FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO Box 931885
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Arlington
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Eversheds Sutherland US LLP
IRS990/ContractorCompensationGrp/ServicesDesc0Advertising
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IRS990/CreditCounselingInd0false
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt670
IRS990/Form990PartVIISectionAGrp/PersonNm0Robert Gutierrez
IRS990/Form990PartVIISectionAGrp/PersonNm1Peter Blocker
IRS990/Form990PartVIISectionAGrp/PersonNm2David Kline
IRS990/Form990PartVIISectionAGrp/PersonNm3Jim Asay
IRS990/Form990PartVIISectionAGrp/PersonNm4Anitha Chakravarthi
IRS990/Form990PartVIISectionAGrp/PersonNm5Trini Jimenez
IRS990/Form990PartVIISectionAGrp/PersonNm6Carlos Angiuano
IRS990/Form990PartVIISectionAGrp/PersonNm7Delia Besio
IRS990/Form990PartVIISectionAGrp/PersonNm8John Cmelak
IRS990/Form990PartVIISectionAGrp/PersonNm9Meredith H Garwood
IRS990/Form990PartVIISectionAGrp/PersonNm10Cali Daly
IRS990/Form990PartVIISectionAGrp/PersonNm11Christopher Hayes
IRS990/Form990PartVIISectionAGrp/PersonNm12Jeffrey S Moreno
IRS990/Form990PartVIISectionAGrp/PersonNm13James Beatty
IRS990/Form990PartVIISectionAGrp/PersonNm14Terry Ryan
IRS990/Form990PartVIISectionAGrp/PersonNm15John Stowell

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