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Nonprofiteer
← SAN DIEGO COUNTY TAXPAYERS ASSOCIATION

Form 990 for tax year 2022

Filed by SAN DIEGO COUNTY TAXPAYERS ASSOCIATION.

Totals

Total revenue
$322,528
Total expenses
$354,017
Contributions and grants received
$134,781
Grants paid
$0
Program service revenue
$186,132
Investment income
$1,615
Other revenue
$0
Total assets, end of year
$626,766
Total liabilities, end of year
$620,926
Net assets or fund balances, end of year
$5,840
Program services expenses (Part IX)
$208,128
Management and general expenses
$92,729
Fundraising expenses
$53,160
Program service expenses (Part III)
$208,128

Program services were 58.8% 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

    $116,022

  • 1e · Government grants (contributions)

    $6,259

  • 1f · All other contributions, gifts and grants

    $12,500

  • 1g · Noncash contributions included above

    $12,500

  • 2a · Program service revenue: Minor Programs

    total $1,000 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Breakfast Club

    total $1,000 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Fleece & Watchdog

    total $132,887 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: KPI Program

    total $50,000 · unrelated business $0 · excluded $0

  • 2e · Program service revenue: Forums & Champions

    total $1,245 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $1,615 · unrelated business $0 · excluded $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $95,232 · program services $66,663 · management and general $19,046 · fundraising $9,523

  • 7 · Other salaries and wages

    total $43,297 · program services $30,307 · management and general $8,660 · fundraising $4,330

  • 8 · Pension plan contributions

    total $4,717 · program services $3,223 · management and general $1,034 · fundraising $460

  • 9 · Other employee benefits

    total $7,964 · program services $1,790 · management and general $5,918 · fundraising $256

  • 10 · Payroll taxes

    total $9,693 · program services $4,718 · management and general $674 · fundraising $4,301

  • 11c · Fees: accounting

    total $10,024 · program services $0 · management and general $10,024 · fundraising $0

  • 11g · Fees: other

    total $89,568 · program services $87,245 · management and general $2,323 · fundraising $0

  • 13 · Office expenses

    total $11,243 · program services $0 · management and general $11,243 · fundraising $0

  • 16 · Occupancy

    total $4,527 · program services $0 · management and general $4,527 · fundraising $0

  • 17 · Travel

    total $8,971 · program services $463 · management and general $8,508 · fundraising $0

  • 20 · Interest

    total $287 · program services $0 · management and general $287 · fundraising $0

  • 23 · Insurance

    total $3,805 · program services $0 · management and general $3,805 · fundraising $0

  • 24a · Other expenses: Program Specific

    total $17,095 · program services $13,416 · management and general $3,679 · fundraising $0

  • 24b · Other expenses: Payroll Processing

    total $659 · program services $0 · management and general $659 · fundraising $0

  • 24c · Other expenses: Subscriptions

    total $5,858 · program services $86 · management and general $5,772 · fundraising $0

  • 24d · Other expenses: Merchant Fees

    total $2,355 · program services $0 · management and general $2,135 · fundraising $220

  • 24e · All other expenses

    total $38,722 · program services $217 · management and general $4,435 · fundraising $34,070

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $320,075 · end of year $277,395

  • 2 · Savings and temporary cash investments

    beginning of year $159,225 · end of year $159,318

  • 4 · Accounts receivable

    beginning of year $262,815 · end of year $160,775

  • 9 · Prepaid expenses and deferred charges

    beginning of year $64,253 · end of year $28,408

  • 15 · Other assets

    beginning of year $870 · end of year $870

  • 17 · Accounts payable and accrued expenses

    beginning of year $53,755 · end of year $19,273

  • 19 · Deferred revenue

    beginning of year $216,407 · end of year $102,171

  • 24 · Unsecured notes and loans payable

    beginning of year $499,482 · end of year $499,482

  • 31 · Retained earnings, endowment or other funds

    beginning of year $37,594 · end of year $5,840

Mission and programs · 2022

Mission

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

  • Provided 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.

    Expenses $208,128 · Revenue $186,132

As filed on the 2022 return.

Listed in Part VII

  • Mark Nelson

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Todd Kawai

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Mike McLaughlin

    Vice Chair - Issues

    Total calculated
    $0
    Hours/week
    1

  • Nancy Chase

    Vice Chair - Membership

    Total calculated
    $0
    Hours/week
    1

  • Louis Blum

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Bob Kevane

    Vice Chair - Goverance

    Total calculated
    $0
    Hours/week
    1

  • Haney Hong

    President & CEO

    Total calculated
    $251,466
    From this org
    $236,133
    From related orgs
    $0
    Other
    $15,333
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $200,000
    Bonus
    $36,133
    Other
    $0
    Deferred
    $9,200
    Nontaxable benefits
    $6,133
    Filer's total
    $251,466

  • Tom Alexander

    Member

    Total calculated
    $0
    Hours/week
    1

  • Ben Boyce

    Member

    Total calculated
    $0
    Hours/week
    1

  • Ben Haddad

    Member

    Total calculated
    $0
    Hours/week
    1

  • Linda Jennings

    Member

    Total calculated
    $0
    Hours/week
    1

  • Sara Katz

    Member

    Total calculated
    $0
    Hours/week
    1

  • Terry McKearney

    Member

    Total calculated
    $0
    Hours/week
    1

  • Felipe Monroig

    Member

    Total calculated
    $0
    Hours/week
    1

  • Daniel Shirkey

    Member

    Total calculated
    $0
    Hours/week
    1

  • Greg Stein

    Member

    Total calculated
    $0
    Hours/week
    1

  • Dustin Steiner

    Member

    Total calculated
    $0
    Hours/week
    1

  • Tom Turner

    Member

    Total calculated
    $0
    Hours/week
    1

  • Deacon Jim Vargas

    Member

    Total calculated
    $0
    Hours/week
    1

  • Will Wyatt

    Member

    Total calculated
    $0
    Hours/week
    1

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
3 May 2023
IRS schema version
2022v5.0
Source object
202331359349305293

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