CALIFORNIA TAXPAYERS ASSOCIATION

As filed

Subsection

04

Classification

1000

Street

1201 K ST STE 1600

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

2 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 1600). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• CALIFORNIA TAX FOUNDATION INC

  EIN 94-2679673

• NATIONAL TAXPAYERS CONFERENCE

  EIN 88-0364466

Mission and programs · 2024

• CalTax monitors all tax agency regulatory proceedings, and works closely with tax administrators to ensure that tax regulations are clear, reflective of state statute, and simple to administer from both the state and taxpayer perspective. CalTax staff are members of the advisory boards for the California Department of Tax and Fee Administration, Franchise Tax Board, State Board of Equalization, and Office of Tax Appeals; and regularly meet with executive staff at each of the agencies, testify during hearings, and attend interested parties meetings and regulatory working groups.

  Expenses $4,000,996 · Revenue $1,337,302

• CalTax publishes 40 newsletters each year tracking tax policy developments in California, including legislation, regulatory changes, court cases, and local tax news. The newsletter ranges from 15-40 pages and contains original content from covering live hearings and events. The newsletter also includes tax policy commentaries from the state's leading voices on tax policy.

  Expenses $333,888 · Revenue $7,672

• CalTax has two in-house registered lobbyists. CalTax reviews and analyzes every bill introduced in the California Legislature to determine if legislation has a significant tax policy, fiscal policy, or economic impact on California. CalTax writes letters advocating our position, testifies in committee, and meets with lawmakers, legislative staff and the Governor's administration to discuss our positioning. In addition to supporting and opposing legislation, we also work with legislators who have questions about how legislation may affect the state's taxpayers. We also provide tax information and analysis to the media.

  Expenses $151,083 · Revenue $55,721

• Provided various other nonadvocacy related services

  Expenses $34,671 · Revenue $119,900

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $4,945,028

  Expenses

  $5,137,873

  Contributions

  $3,354,781

  Grants paid

  $0

• 2023

  Revenue

  $2,907,564

  Expenses

  $2,995,602

  Contributions

  $1,250,000

  Grants paid

  $0

• 2022

  Revenue

  $1,995,989

  Expenses

  $2,069,639

  Contributions

  $270,037

  Grants paid

  $5,000

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $1,678,404

  Expenses

  $1,676,911

  Assets (EOY)

  $1,627,545

• 2020 · 990

  Revenue

  $3,014,541

  Expenses

  $3,077,910

  Assets (EOY)

  $1,459,610

• 2019 · 990

  Revenue

  $2,131,709

  Expenses

  $1,987,589

  Assets (EOY)

  $1,467,679

• 2018 · 990

  Revenue

  $1,640,141

  Expenses

  $1,725,880

  Assets (EOY)

  $1,432,675

• 2017 · 990

  Revenue

  $1,580,962

  Expenses

  $1,592,806

  Assets (EOY)

  $1,433,913

• 2016 · 990

  Revenue

  $1,972,724

  Expenses

  $1,905,816

  Assets (EOY)

  $1,351,335

• 2015 · 990

  Revenue

  $1,763,538

  Expenses

  $1,883,413

  Assets (EOY)

  $1,390,157

• 2014 · 990

  Revenue

  $1,537,796

  Expenses

  $1,685,399

  Assets (EOY)

  $1,363,795

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• ADVANCED TECHNOLOGY ALLIANCE

  $8,000

  2023 · General Support

• CALIFORNIA ASSOCIATION OF REALTORS ISSUES MOBILIZATION PAC

  $7,000

  2023 · GENERAL SUPPORT

• CALIFORNIA ASSOCIATION OF REALTORS ISSUES MOBILIZATION PAC

  $7,000

  2022 · GENERAL SUPPORT

• CALIFORNIA ASSOCIATION OF REALTORS ISSUES MOBILIZATION PAC

  $0

  2024 · GENERAL SUPPORT

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files