Howard Jarvis Taxpayers Foundation
- Assets
- $3.2m
- Revenue
- $1.4m
- Investments
- $0.0
- Employees
- 5
- Location
- Laguna Niguel, CA
- Founding
- 10/1979
- Data as of
- 12/2021
- EIN
- 52-1155794
Organization Overview
Howard Jarvis Taxpayers Foundation is located in Laguna Niguel, CA. The organization was established in 1979. According to its NTEE Classification (W22) the organization is classified as: Public Finance, Taxation & Monetary Policy, under the broad grouping of Public & Societal Benefit and related organizations. As of 12/2021, Howard Jarvis Taxpayers Foundation employed 5 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Howard Jarvis Taxpayers Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Howard Jarvis Taxpayers Foundation generated $1.4m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 11.8% each year . All expenses for the organization totaled $1.1m during the year ending 12/2021. While expenses have increased by 5.6% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
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
Describe the Organization's Program Activity:
Part 3 - Line 4a
PUBLIC POLICY LITIGATION TO SUPPORT/OPPOSE COURT CASES WHICH WOULD HAVE THE ADVERSE EFFECT OF ALLOWING TAXES TO BE RAISED
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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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Timothy Bittle Attorney | 40 | $268,631 | |
Jonathan Coupal Attorney | 15 | $119,000 | |
Laura Dougherty Attorney | 40 | $110,750 | |
Craig Mordoh President | Officer | 15 | $90,600 |
Erin Dolan Treasurer | Officer | 5 | $36,000 |
Gary Holme Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $1,318,895 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,318,895 |
| Total Program Service Revenue | $0 |
| Investment income | $120,443 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,439,338 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $613,981 |
| Compensation of current officers, directors, key employees. | $23,120 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $44,280 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $46,586 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $45,155 |
| Fees for services: Accounting | $36,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $9,370 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $10,438 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $65,253 |
| Total functional expenses | $1,090,940 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,736,702 |
| Savings and temporary cash investments | $324,415 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $1,160,931 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $3,222,048 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $3,222,048 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,222,048 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that Howard Jarvis Taxpayers Foundation has recieved totaling $40,593.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $16,449 |
Catholic Community Foundation Of Santa Clara County San Jose, CA PURPOSE: GENERAL FINANCIAL SUPPORT | $13,000 |
T Rowe Price Program For Charitable Giving Inc Baltimore, MD PURPOSE: GENERAL OPERATING | $10,000 |
R Bruce Hezlep Family Foundation Corona Del Mar, CA PURPOSE: GENERAL PURPOSE SUPPORT. | $1,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $144 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Sacramento County Tobacco Securitization Corporation Sacramento, CA | $181,135,770 | $17,765,248 |
Maplight Berkeley, CA | $910,087 | $1,795,058 |
State Association Of County Retirement Systems Sacramento, CA | $1,904,634 | $1,443,308 |
Retirement Security Initiative Roseville, CA | $302,775 | $1,159,628 |
Howard Jarvis Taxpayers Foundation Laguna Niguel, CA | $3,222,048 | $1,439,338 |
Arizona Tax Research Association Phoenix, AZ | $214,797 | $549,361 |
Tax-Aid San Francisco, CA | $606,649 | $726,092 |
Oregonians Against Tax Hikes San Rafael, CA | $0 | $414,671 |
Taxpayers Association Of Oregon Portland, OR | $130,088 | $286,727 |
Nevada Taxpayers Association Inc Carson City, NV | $173,211 | $126,799 |
Contra Costa Taxpayers Assn Inc Walnut Creek, CA | $25,183 | $0 |
California Medical Billing Advocates San Francisco, CA | $20,229 | $0 |