Form 990 for tax year 2023
Filed by SAN DIEGO TAXPAYERS EDUCATIONAL FOUNDATION.
Totals
- Total revenue
- $175,771
- Total expenses
- $273,219
- Contributions and grants received
- $64,450
- Grants paid
- $0
- Program service revenue
- $111,320
- Investment income
- $1
- Other revenue
- $0
- Total assets, end of year
- $144,836
- Total liabilities, end of year
- $169,218
- Net assets or fund balances, end of year
- -$24,382
- Program services expenses (Part IX)
- $185,177
- Management and general expenses
- $73,385
- Fundraising expenses
- $14,657
- Program service expenses (Part III)
- $185,177
Program services were 67.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$58,150
-
1f · All other contributions, gifts and grants
$6,300
-
2a · Program service revenue: Tuition
total $16,320 · unrelated business $0 · excluded $0
-
2b · Program service revenue: Data & Studies
total $25,000 · unrelated business $0 · excluded $0
-
2c · Program service revenue: Pros Board
total $70,000 · unrelated business $0 · excluded $0
-
3 · Investment income
total $1 · unrelated business $0 · excluded $0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $86,301 · program services $60,411 · management and general $17,260 · fundraising $8,630
-
7 · Other salaries and wages
total $111,635 · program services $98,218 · management and general $13,641 · fundraising -$224
-
9 · Other employee benefits
total $16,620 · program services $6,984 · management and general $9,115 · fundraising $521
-
10 · Payroll taxes
total $15,246 · program services $12,571 · management and general $2,100 · fundraising $575
-
11c · Fees: accounting
total $15,687 · program services $0 · management and general $15,687 · fundraising $0
-
13 · Office expenses
total $906 · program services $28 · management and general $878 · fundraising $0
-
16 · Occupancy
total $3,014 · program services $0 · management and general $3,014 · fundraising $0
-
17 · Travel
total $4,162 · program services $69 · management and general $4,093 · fundraising $0
-
23 · Insurance
total $1,306 · program services $0 · management and general $1,306 · fundraising $0
-
24a · Other expenses: Coursework
total $5,875 · program services $5,875 · management and general $0 · fundraising $0
-
24b · Other expenses: Payroll Processing
total $1,554 · program services $1,021 · management and general $533 · fundraising $0
-
24c · Other expenses: Software & Subscriptions
total $5,833 · program services $0 · management and general $5,833 · fundraising $0
-
24d · Other expenses: Bank & Merchant Fees
total -$69 · program services $0 · management and general -$224 · fundraising $155
-
24e · All other expenses
total $5,149 · program services $0 · management and general $149 · fundraising $5,000
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $51,849 · end of year $102,232
-
2 · Savings and temporary cash investments
beginning of year $3,379 · end of year $3,380
-
4 · Accounts receivable
beginning of year $87,672 · end of year $37,631
-
9 · Prepaid expenses and deferred charges
beginning of year $752 · end of year $1,303
-
15 · Other assets
beginning of year $290 · end of year $290
-
17 · Accounts payable and accrued expenses
beginning of year $42,101 · end of year $140,593
-
19 · Deferred revenue
beginning of year $28,775 · end of year $28,625
-
27 · Net assets without donor restrictions
beginning of year $73,066 · end of year -$24,382
Mission and programs · 2023
Mission
Conduct educational and research activities for the support & benefit of the San Diego County Taxpayers Association, a California non profit corporation
-
Conducted research and educational activities for the support and benefit of the San Diego County Taxpayers Association
Expenses $185,177 · Revenue $111,320
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Bob Brower
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Barry Jantz
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
John Neinstedt
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeff David
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Charlie Ng
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Paul Gothold
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Greg Stein
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Christian Wallace
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Sharon Cooney
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Tom Turner
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Haney Hong
Trustee & President
- Total calculated
- $0
- Hours/week
- 30
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
San Diego County Taxpayers Association
501 (c)4 · Taxpayer Education · CA
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 April 2024
- IRS schema version
- 2023v5.0
- Source object
- 202441289349303049
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.