California Taxpayers Association

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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

1926

Legal Domicile

Principal Officer

Robert Gutierrez

Phone

9164410490

Tax Period

2023-01-01 to 2023-12-31

California Taxpayers Association, founded in 1926, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum.

Mission

CalTaxs mission is to serve the general public and our members including Fortune 500 companies, small businesses and individuals by promoting sound tax policy and government efficiency at the state and local levels of government through advocacy, research and education.

Program Service Accomplishments

Program 1

Expenses: $1,951,624 Revenue: $1,243,495

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.

Program 2

Expenses: $308,310 Revenue: $6,835

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.

Program 3

Expenses: $138,029 Revenue: $202,430

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.

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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 $1,250,000

Program Service Revenue $1,592,626

Investment Income $20,345

Other Revenue $44,593

TOTAL REVENUE $2,907,564

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,368,237

Fundraising Expenses $0

Program Expenses $2,462,133

Other Expenses $1,627,365

TOTAL EXPENSES $2,995,602

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,907,564	$1,995,989	+0.5%
Expenses	$2,995,602	$2,069,639	+0.4%
Net Income	$-88,038	$-73,650	+0.2%

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

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

$629,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Gutierrez	President & CEO	40.00	Officer	$360,005	$43,655	$403,660
Peter Blocker	VP of Policy	40.00		$238,013	$38,672	$276,685
David Kline	Secretary	40.00	Officer	$193,764	$32,376	$226,140
Jim Asay	Vice Chairman	0.50	Officer Director	$0	$0	$0
Jonathan Choi	Director	0.50	Director	$0	$0	$0
Trini Jimenez	Chairman	0.50	Officer Director	$0	$0	$0
Carlos Angiuano	Director	0.50	Director	$0	$0	$0
Delia Besio	Director	0.50	Director	$0	$0	$0
John Cmelak	Director	0.50	Director	$0	$0	$0
Meredith H Garwood	Director	0.50	Director	$0	$0	$0
Cali Daly	Director	0.50	Director	$0	$0	$0
Christopher Hayes	Director	0.50	Director	$0	$0	$0
Jeffrey S Moreno	Director	0.50	Director	$0	$0	$0
Terry Ryan	Director	0.50	Director	$0	$0	$0
John Stowell	Director	0.50	Director	$0	$0	$0
Steve Utech	Director	0.50	Director	$0	$0	$0
Patricia Wong	Director	0.50	Director	$0	$0	$0
William Wright	Director	0.50	Director	$0	$0	$0
Andrew Zalewski	Treasurer	0.50	Officer Director	$0	$0	$0
Becky Zhu	Director	0.50	Director	$0	$0	$0
Jon Almeras	Director	0.50	Director	$0	$0	$0
Josh Mishoe	Director	0.50	Director	$0	$0	$0
John Barnes	Director	0.50	Director	$0	$0	$0
Nicholas Blackburn	Director	0.50	Director	$0	$0	$0
Michael Brown	Director	0.50	Director	$0	$0	$0
Curtis Raulinaitis	Director	0.50	Director	$0	$0	$0
Chesley Dillon	Director	0.50	Director	$0	$0	$0
Cheyanne Cook	Director	0.50	Director	$0	$0	$0
Joe Coughlin	Director	0.50	Director	$0	$0	$0
Marty Dakessian	Director	0.50	Director	$0	$0	$0
Kristine Dankenbrink	Director	0.50	Director	$0	$0	$0
Sarah Simon	Director	0.50	Director	$0	$0	$0
Ben Elliott	Director	0.50	Director	$0	$0	$0
Flo Kahn	Director	0.50	Director	$0	$0	$0
Martin Guenther	Director	0.50	Director	$0	$0	$0
Tim Gustafson	Director	0.50	Director	$0	$0	$0
Tyler Henderson	Director	0.50	Director	$0	$0	$0
Melanie Hoskins	Director	0.50	Director	$0	$0	$0
Fran Inman	Director	0.50	Director	$0	$0	$0
Barry Weissman	Director	0.50	Director	$0	$0	$0
Kevin Keane	Director	0.50	Director	$0	$0	$0
Erica Kenney	Director	0.50	Director	$0	$0	$0
Lisa Wolski	Director	0.50	Director	$0	$0	$0
Thomas Klingler	Director	0.50	Director	$0	$0	$0
Stephen Konig	Director	0.50	Director	$0	$0	$0
Jeffrey Langer	Director	0.50	Director	$0	$0	$0
Jason Lane	Director	0.50	Director	$0	$0	$0
Maria Mirkovski	Director	0.50	Director	$0	$0	$0
Mike Langford	Director	0.50	Director	$0	$0	$0
Michael Lebeau	Director	0.50	Director	$0	$0	$0
Clara Lee	Director	0.50	Director	$0	$0	$0
Kevin Miller	Director	0.50	Director	$0	$0	$0
Martin Loeber	Director	0.50	Director	$0	$0	$0
Ocean Mills	Director	0.50	Director	$0	$0	$0
Charles Moll	Director	0.50	Director	$0	$0	$0
Omar Munoz	Director	0.50	Director	$0	$0	$0
Janus Norman	Director	0.50	Director	$0	$0	$0
Cris K O'Neall	Director	0.50	Director	$0	$0	$0
Sabrina Nussipov	Director	0.50	Director	$0	$0	$0
Sara O'Neil	Director	0.50	Director	$0	$0	$0
Wade Phillips	Director	0.50	Director	$0	$0	$0
Jerry Ruskowski	Director	0.50	Director	$0	$0	$0
Carley Roberts	Director	0.50	Director	$0	$0	$0
Gina Rodriquez	Director	0.50	Director	$0	$0	$0
Laura Curtis	Director	0.50	Director	$0	$0	$0
Charles Melton	Director	0.50	Director	$0	$0	$0
Shane Simpson	Director	0.50	Director	$0	$0	$0
Daniel Smith	Director	0.50	Director	$0	$0	$0
Jon A Sperring	Director	0.50	Director	$0	$0	$0
Mark Stefan	Director	0.50	Director	$0	$0	$0
Jeremy Stohs	Director	0.50	Director	$0	$0	$0
Joe Strong	Director	0.50	Director	$0	$0	$0
David Uphaus	Director	0.50	Director	$0	$0	$0
Jana Wells	Director	0.50	Director	$0	$0	$0
Michelle Wright Conn	Director	0.50	Director	$0	$0	$0
Elena Xu	Director	0.50	Director	$0	$0	$0

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	$2,907,564	$2,995,602	$1,424,839	$-88,038
2022	$1,995,989	$2,069,639	$1,527,916	$-73,650
2021	$1,678,404	$1,676,911	$1,627,545	$1,493
2020	$3,014,541	$3,077,910	$1,459,610	$-63,369
2019	$2,131,709	$1,987,589	$1,467,679	$144,120
2018	$1,640,141	$1,725,880	$1,432,675	$-85,739