Howard Jarvis Taxpayer 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

1989

Legal Domicile

Principal Officer

Erin Michael Dolan

Phone

2133849656

Tax Period

2023-07-01 to 2024-06-30

Howard Jarvis Taxpayer Association, founded in 1989, is a community nonprofit that reported $7.3M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $7.0M left a modest 3% surplus.

Mission

Inform public on tax policies

Program Service Accomplishments

Program 1

Expenses: $2,873,921

Distribution of educational material to the public informing them about the adverse effects of tax increases on the economy and advising them of specific proposed tax increases

Program 2

Expenses: $1,361,050

Legislative advocacy opposing attempts to increase tax burden of government by direct and grass roots lobby efforts

Program 3

Expenses: $240,674

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

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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 $6,916,917

Program Service Revenue $0

Investment Income $374,611

Other Revenue $0

TOTAL REVENUE $7,291,528

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $1,251,147

Fundraising Expenses $1,049,151

Program Expenses $4,479,645

Other Expenses $5,786,175

TOTAL EXPENSES $7,041,322

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,291,528	$6,276,371	+0.2%
Expenses	$7,041,322	$6,149,988	+0.1%
Net Income	$250,206	$126,383	+1.0%

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

$843,328

Total Directors

$605,812

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jonathan Coupal	President	30.00	Officer Director	$311,108	$0	$378,358
Erin Michael Dolan	CFO	25.00	Officer	$196,836	$28,230	$241,266
Craig Mordoh	Secretary	15.00	Officer Director	$148,854	$0	$223,704
Susan Shelley	VP- Communications	40.00		$136,300	$20,372	$156,672
Scott Kaufman	Leg. Director	40.00		$124,020	$16,797	$140,817
William Kelso	Director	1.00	Director	$1,500	$0	$2,250
James Nielsen	Director	1.00	Director	$750	$0	$750
Gloria Phillips	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
2025	No data	No data	No data	No data
2024	$7,291,528	$7,041,322	$9,304,258	$250,206
2023	$6,276,371	$6,149,988	$9,054,051	$126,383
2022	$6,807,530	$6,622,538	$8,927,668	$184,992
2021	$7,848,620	$7,294,424	$8,742,676	$554,196
2020	$6,810,830	$5,944,527	$8,188,480	$866,303
2019	$6,611,132	$5,932,456	$7,322,177	$678,676
2018	$5,948,685	$5,962,201	$6,643,501	$-13,516