Howard Jarvis Taxpayers Foundation

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

Craig Mordoh

Phone

2133849656

Tax Period

2023-01-01 to 2023-12-31

Howard Jarvis Taxpayers Foundation, founded in 1978, is a community nonprofit in the Public & Societal Benefit sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 103% from the prior year, signaling strong growth momentum. The organization ran a surplus of $436K, a strong 32% operating margin.

Mission

Inform public on tax policies/Public policy litigation to support/oppose court cases which would have the adverse effect of allowing taxes to be raised

Program Service Accomplishments

Program 1

Expenses: $591,591

Public policy litigation to support/oppose court cases which would have the adverse effect of allowing taxes to be raised

Program 2

Expenses: $137,838

Distribution of educational material to the general public informing them of specific proposed tax increases and the implications of public policy on taxes

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,224,580

Program Service Revenue $0

Investment Income $142,599

Other Revenue $0

TOTAL REVENUE $1,367,179

Expense Breakdown

Grants Paid $0

Salaries & Benefits $598,750

Fundraising Expenses $33,280

Program Expenses $729,429

Other Expenses $332,055

TOTAL EXPENSES $930,805

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,367,179	$674,725	+1.0%
Expenses	$930,805	$853,870	+0.1%
Net Income	$436,374	$-179,145	-3.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$466,995

Total Directors

$606,279

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jonathan Coupal	Chairman	15.00	Director	$67,250	$3,467	$381,075
Erin Dolan	Treasurer	5.00	Officer	$16,200	$31,755	$244,791
Craig Mordoh	President	15.00	Officer Director	$74,850	$0	$222,204
Timothy Bittle	Attorney	40.00		$217,226	$0	$217,226
Laura Dougherty	Attorney	40.00		$143,592	$0	$143,592
William Kelso	Director	1.00	Director	$750	$0	$2,250
David Hensley	Director	1.00	Director	$750	$0	$750

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,367,179	$930,805	$3,479,277	$436,374
2022	$674,725	$853,870	$3,042,903	$-179,145
2021	$1,439,338	$1,090,940	$3,222,048	$348,398
2020	$1,968,064	$1,049,511	$2,873,650	$918,553
2019	$1,640,181	$1,017,632	$1,955,097	$622,549
2018	$877,650	$974,492	$1,332,548	$-96,842