Civic Intelligence

San Diego County Taxpayers Association

990 • Fiscal year 2015 • EIN 95-1445921

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 18, 2016

Organization Profilewww.sdcta.org

View Organization Page

707 BroadwaySan Diego, CA 92101

(619) 234-6423

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.07x

Higher debt load relative to assets than 57% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

43rd percentile

0.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Net Margin

31st percentile

-2.0%

Higher net margin than 31% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2015 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2015

Asset Growth

4th percentile

-38%

Faster asset growth than 4% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

32nd percentile

-4.8%

Faster revenue growth than 32% of similar nonprofits.

2015 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$96,911

Down $58,156 (-38%) from 2014

Net Assets

Down

$90,330

Down $9,780 (-9.8%) from 2014

Liabilities

Down

$6,581

Down $48,376 (-88%) from 2014

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin31st percentile

Revenue

Down

$478,224

Down $24,171 (-4.8%) from 2014

Expenses

Down

$488,004

Down $13,916 (-2.8%) from 2014

Net Income

Down

-$9,780

Down $10,255 (-2159%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500KAssets 2011: $276,781Liabilities 2011: $99,150Net Assets 2011: $177,6312011Assets 2012: $206,602Liabilities 2012: $42,000Net Assets 2012: $164,6022012Assets 2013: $151,935Liabilities 2013: $52,300Net Assets 2013: $99,6352013Assets 2014: $155,067Liabilities 2014: $54,957Net Assets 2014: $100,1102014Assets 2015: $96,911Liabilities 2015: $6,581Net Assets 2015: $90,3302015Assets 2016: $185,818Liabilities 2016: $91,645Net Assets 2016: $94,1732016Assets 2017: $327,514Liabilities 2017: $152,783Net Assets 2017: $174,7312017Assets 2018: $531,365Liabilities 2018: $266,990Net Assets 2018: $264,3752018Assets 2019: $439,837Liabilities 2019: $222,243Net Assets 2019: $217,5942019Assets 2020: $372,457Liabilities 2020: $294,657Net Assets 2020: $77,8002020Assets 2021: $807,238Liabilities 2021: $769,644Net Assets 2021: $37,5942021Assets 2022: $626,766Liabilities 2022: $620,926Net Assets 2022: $5,8402022Assets 2023: $442,835Liabilities 2023: $580,679Net Assets 2023: -$137,8442023

Highlighted filing

2015

Assets$96,911
Liabilities$6,581
Net Assets$90,330
Open 2015 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $591,415Expenses 2011: $576,183Net Income 2011: $15,2322011Expenses 2012: $869,0972012Revenue 2013: $474,532Expenses 2013: $539,499Net Income 2013: -$64,9672013Revenue 2014: $502,395Expenses 2014: $501,920Net Income 2014: $4752014Revenue 2015: $478,224Expenses 2015: $488,004Net Income 2015: -$9,7802015Revenue 2016: $464,095Expenses 2016: $430,678Net Income 2016: $33,4172016Revenue 2017: $496,503Expenses 2017: $398,496Net Income 2017: $98,0072017Revenue 2018: $528,295Expenses 2018: $430,740Net Income 2018: $97,5552018Revenue 2019: $403,825Expenses 2019: $439,736Net Income 2019: -$35,9112019Revenue 2020: $309,789Expenses 2020: $446,347Net Income 2020: -$136,5582020Revenue 2021: $236,037Expenses 2021: $276,243Net Income 2021: -$40,2062021Revenue 2022: $322,528Expenses 2022: $354,017Net Income 2022: -$31,4892022Revenue 2023: $242,420Expenses 2023: $386,124Net Income 2023: -$143,7042023

Highlighted filing

2015

Revenue$478,224
Expenses$488,004
Net Income-$9,780
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 18, 2016
Return Version
2015v2.1
Gross Receipts
$583,176
Mission and Program Overview

Mission

Provide information to and advocacy on behalf of taxpayers regarding governmental spending and new legislation

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$82,634$94,441▲ $11,807
Rtn Earn Endowment Incm Other Fnds$100,110$90,330▼ $9,780
Accounts Receivable$3,500--
Cash and Non-Interest-Bearing Accounts$64,543$-1,920▼ $66,463
Total Assets$155,067$96,911▼ $58,156
Other Assets Total$4,390$4,390→ $0
Liabilities
Accounts Payable and Accrued Expenses$15,107$6,531▼ $8,576
Deferred Revenue$39,850$50▼ $39,800
Total Liabilities$54,957$6,581▼ $48,376
Net Assets / Fund Balance
Total Net Assets Fund Balance$100,110$90,330▼ $9,780
Total Liabilities and Net Assets / Fund Balance$155,067$96,911▼ $58,156

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$48,767$48,767
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
Greg SteinChairman
George HawkinsVice Chair
Kimberly MillerVice Chair-Events
Glynna HoekstraVice Chair-Secretary
Barry JantzVice Chair-Treas
Bob KevaneMember
Corrine BrindleyMember
Craig BenedettoMember
Cynthia MorganMember
Glen SparrowMember
JOHN O'NEILLMember
Mark NelsonMember
Michael BardinMember
Tom TurnerMember
Revenue and Support

Revenue Composition

Contributions and Grants
$246,350
Program Service Revenue
$120,409
Investment Income
$284
Other Revenue
$111,181
All Other Contributions
$2,000
Change in Net Assets
$-9,780
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$312,724
Other Expenses$175,280
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$0$265,851$0$265,851
Occupancy$0$68,298$0$68,298
All Other Expenses$39,296$7,833$0$47,129
Payroll Taxes$0$24,322$0$24,322
Other Employee Benefits$0$22,551$0$22,551
Fees for Services Other$18,950$0$0$18,950
Office Expenses$0$9,300$0$9,300
Information Technology$0$5,600$0$5,600
Insurance$0$4,712$0$4,712
Fees for Services Accounting$0$3,757$0$3,757
Travel$3,408$0$0$3,408
Other Expenses$3,336$0$0$3,336
Total Functional Expenses$72,070$415,934$0$488,004
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$208,799
Fundraising Direct Expenses$104,952
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casino Night----
Fleece/Watchdog----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
San Diego County Taxpayers Association
EIN
95-1445921
Phone
6192346423
Address
707 Broadway, San Diego, CA 92101

Signing Officer

Name
Haney Hong
Title
CEO
Phone
6192346423
Signed
2016-02-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Haney Hong
Formed
1945
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
9
Volunteers
20

Preparer

Firm
Lee M Forrester - CPA
Address
1515 TZENA WAY, ENCINITAS, CA 92024
Preparer
Lee M Forrester
Phone
7604191290
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“Members are defined by their paying dues to the Association. They may participate in all Association events by keeping their yearly dues paid. Membership does not grant voting rights to elect the governing board which is elected by the Board of Directors”

Pt VI, Line 11B

“The Executive Director & Treasurer review prior to filing”

Pt VI, Line 12C

“The conflict of interest policy is distributed annually”

Pt VI, Line 15A

“The Board of Directors reviews and approves compensation”

Pt VI, Line 15B

“The Board of Directors reviews and approves compensation”

Pt VI, Line 19

“Upon Request”

Form 990, Part IX, Line 24F

“Postage 59. 59. Subscriptions/memberships 1105. 1105. Internet & e mail service 5925. 5925. Filing fees 370. 370. Breakfast club forums 13048. 13048. Public officials forums 13905. 13905. Pension certification 265. 265. Economic study 6693. 6693. Issue campaign 4917. 4917. Advocacy/outreach 468. 468. Miscellaneous 374. 374.”

Raw XML AppendixShowing 400 of 438 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt015107
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06531
IRS990/AccountsReceivableGrp/BOYAmt03500
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide information to and advocacy on behalf of taxpayers regarding governmental spending and new legislation
IRS990/AllOtherContributionsAmt02000
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt07833
IRS990/AllOtherExpensesGrp/ProgramServicesAmt039296
IRS990/AllOtherExpensesGrp/TotalAmt047129
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0ACCOUNTANT
IRS990/BooksInCareOfDetail/PhoneNum06192346423
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0707 Broadway Ste 905
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092101
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt064543
IRS990/CashNonInterestBearingGrp/EOYAmt0-1920
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0246350
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0284
IRS990/CYOtherExpensesAmt0175280
IRS990/CYOtherRevenueAmt0111181
IRS990/CYProgramServiceRevenueAmt0120409
IRS990/CYRevenuesLessExpensesAmt0-9780
IRS990/CYSalariesCompEmpBnftPaidAmt0312724
IRS990/CYTotalExpensesAmt0488004
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0478224
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt039850
IRS990/DeferredRevenueGrp/EOYAmt050
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDED INFORMATION TO AND ADVOCACY ON BEHALF OF TAXPAYERS IN GENERAL REGARDING GOVERNMENTAL SPENDING AND NEW LEGISLATION. PROVIDED FORUMS FOR PROMINENT SPEAKERS AND GOVERNMENT OFFICIALS REGARDING TAX ISSUES.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt072070
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03757
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt03757
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt018950
IRS990/FeesForServicesOtherGrp/TotalAmt018950
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/PersonNm0GREG STEIN
IRS990/Form990PartVIISectionAGrp/PersonNm1BARRY JANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm2KIMBERLY MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm3GEORGE HAWKINS
IRS990/Form990PartVIISectionAGrp/PersonNm4GLYNNA HOEKSTRA
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL BARDIN
IRS990/Form990PartVIISectionAGrp/PersonNm6CRAIG BENEDETTO
IRS990/Form990PartVIISectionAGrp/PersonNm7CORRINE BRINDLEY
IRS990/Form990PartVIISectionAGrp/PersonNm8BOB KEVANE
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN O'NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm10MARK NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm11TOM TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm12CYNTHIA MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm13GLEN SPARROW
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair-Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chair-Events
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice Chair-Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Member
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01945
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt0104952
IRS990/FundraisingGrossIncomeAmt0208799
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0583176
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05600
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt05600
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt04712
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt04712
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0284
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt048767
IRS990/LandBldgEquipCostOrOtherBssAmt048767
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0244350
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide information to and advocacy on behalf
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0100110
IRS990/NetAssetsOrFundBalancesEOYAmt090330
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0103847
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0103847
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt068298
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt068298
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09300
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt09300
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04390
IRS990/OtherAssetsTotalGrp/EOYAmt04390
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt022551
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt022551
IRS990/OtherExpensesGrp/Desc0Committee Meals
IRS990/OtherExpensesGrp/Desc1Website
IRS990/OtherExpensesGrp/Desc2Telephone
IRS990/OtherExpensesGrp/Desc3Merchant Fees
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23510
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt07080
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt33336
IRS990/OtherExpensesGrp/TotalAmt07080
IRS990/OtherExpensesGrp/TotalAmt1200
IRS990/OtherExpensesGrp/TotalAmt23510
IRS990/OtherExpensesGrp/TotalAmt33336
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Sublease Income
IRS990/OtherRevenueMiscGrp/Desc1Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04400
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12934
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04400
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12934
IRS990/OtherRevenueTotalAmt07334
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0265851
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0265851
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024322
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt024322
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0HANEY HONG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0Breakfast Club Forum
IRS990/ProgramServiceRevenueGrp/Desc1Public Officials Forum
IRS990/ProgramServiceRevenueGrp/Desc2Pension Certification
IRS990/ProgramServiceRevenueGrp/Desc3Economic Impact
IRS990/ProgramServiceRevenueGrp/Desc4Internship Program
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt032490
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112780
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26608
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt355486
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt45000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0243625
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0321
IRS990/PYOtherExpensesAmt0154544
IRS990/PYOtherRevenueAmt0164367
IRS990/PYProgramServiceRevenueAmt094082
IRS990/PYRevenuesLessExpensesAmt0475
IRS990/PYSalariesCompEmpBnftPaidAmt0347376
IRS990/PYTotalExpensesAmt0501920
IRS990/PYTotalRevenueAmt0502395
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-9780
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0120409
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0100110
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt090330
IRS990/SavingsAndTempCashInvstGrp/BOYAmt082634
IRS990/SavingsAndTempCashInvstGrp/EOYAmt094441
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt048767
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt048767
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fleece/Watchdog
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Casino Night
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members are defined by their paying dues to the Association. They may participate in all Association events by keeping their yearly dues paid. Membership does not grant voting rights to elect the governing board which is elected by the Board of Directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Executive Director & Treasurer review prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The conflict of interest policy is distributed annually
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Board of Directors reviews and approves compensation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Board of Directors reviews and approves compensation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6POSTAGE 59. 59. SUBSCRIPTIONS/MEMBERSHIPS 1105. 1105. INTERNET & E MAIL SERVICE 5925. 5925. FILING FEES 370. 370. BREAKFAST CLUB FORUMS 13048. 13048. PUBLIC OFFICIALS FORUMS 13905. 13905. PENSION CERTIFICATION 265. 265. ECONOMIC STUDY 6693. 6693. ISSUE CAMPAIGN 4917. 4917. ADVOCACY/OUTREACH 468. 468. MISCELLANEOUS 374. 374.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24f
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0San Diego Taxpayers Assoc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0San Diego Taxpayers Educational Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0330354443
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONDUCTS EDUCATIONAL SUPPORT FOR THE SAN DIEGO TAXPAYERS ASSOC, A CA NON PROFIT CORP.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0RECEIVES MORE THAN 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0707 Broadway Ste 905
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0San Diego
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash Basis
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0San Diego Taxpayers Educational Foundation
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0mn
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0155067
IRS990/TotalAssetsEOYAmt096911
IRS990/TotalAssetsGrp/BOYAmt0155067
IRS990/TotalAssetsGrp/EOYAmt096911
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0246350
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0415934
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt072070
IRS990/TotalFunctionalExpensesGrp/TotalAmt0488004
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt054957
IRS990/TotalLiabilitiesEOYAmt06581
IRS990/TotalLiabilitiesGrp/BOYAmt054957
IRS990/TotalLiabilitiesGrp/EOYAmt06581
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0100110
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt090330
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt08045
IRS990/TotalProgramServiceExpensesAmt072070
IRS990/TotalProgramServiceRevenueAmt0120409
IRS990/TotalRevenueGrp/ExclusionAmt0103847
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0128027
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0478224
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0155067
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt096911
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt03408
IRS990/TravelGrp/TotalAmt03408
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,911
Liabilities
$6,581
Net assets
$90,330
Revenue
$478,224
Expenses
$488,004
Net income
-$9,780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.43$5.81$1.38$2.42$3.86$1.44
2022Summary only. Only limited summary data is available for this year.$6.27$6.21$0.06$3.23$3.54$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.07$7.70$0.38$2.36$2.76$0.40
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$2.95$0.78$3.10$4.46$1.37
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$2.22$2.18$4.04$4.40$0.36
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.31$2.67$2.64$5.28$4.31$0.98
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$1.53$1.75$4.97$3.98$0.98
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.92$0.94$4.64$4.31$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.07$0.90$4.78$4.88$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.55$1.00$5.02$5.02$0.00
2013Summary only. Only limited summary data is available for this year.$1.52$0.52$1.00$4.75$5.39$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.42$1.65$8.69
2011Summary only. Only limited summary data is available for this year.$2.77$0.99$1.78$5.91$5.76$0.15
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)4 • $500k-$1M nonprofits