Howard Jarvis Taxpayers Association
- Assets
- $8.7m
- Revenue
- $7.8m
- Investments
- $0.0
- Employees
- 7
- Location
- Laguna Niguel, CA
- Founding
- 04/1990
- Data as of
- 06/2021
- EIN
- 95-4239620
Organization Overview
Howard Jarvis Taxpayers Association is located in Laguna Niguel, CA. The organization was established in 1990. According to its NTEE Classification (W03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Public & Societal Benefit and related organizations. As of 06/2021, Howard Jarvis Taxpayers Association employed 7 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Howard Jarvis Taxpayers Association is a 501(c)(4) and as such, is described as a "Civic League, Social Welfare Organization, and Local Association of Employees" by the IRS.
For the year ending 06/2021, Howard Jarvis Taxpayers Association generated $7.8m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 4.7% each year. All expenses for the organization totaled $7.3m during the year ending 06/2021. While expenses have increased by 4.0% per year over the past 6 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
Describe the Organization's Program Activity:
Part 3 - Line 4a
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
LEGISLATIVE ADVOCACY OPPOSING ATTEMPTS TO INCREASE TAX BURDEN OF GOVERNMENT BY DIRECT AND GRASS ROOTS LOBBY EFFORTS
PUBLIC POLICY LITIGATION TO OPPOSE COURT CASES WHICH WOULD HAVE THE ADVERSE EFFECT OF ALLOWING TAXES TO BE RAISED.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jonathan Coupal President | Officer | 30 | $226,200 |
Susan Shelley Vp- Communications | 40 | $117,492 | |
Erin Michael Dolan CFO | Officer | 25 | $111,900 |
Gloria Phillips Director | Trustee | 1 | $2,250 |
Gary Holme Director | Trustee | 1 | $2,250 |
William Kelso Director | Trustee | 1 | $2,250 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $7,705,370 |
| 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 | $7,705,370 |
| Total Program Service Revenue | $0 |
| Investment income | $143,250 |
| 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 | $7,848,620 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,250 |
| 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. | $358,016 |
| Compensation of current officers, directors, key employees. | $192,343 |
| Compensation to disqualified persons | $321,034 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $87,476 |
| Payroll taxes | $45,553 |
| Fees for services: Management | $236,751 |
| Fees for services: Legal | $260,012 |
| Fees for services: Accounting | $25,500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $64,940 |
| Advertising and promotion | $0 |
| Office expenses | $54,745 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $105,653 |
| Travel | $757 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $50 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,584 |
| Insurance | $10,099 |
| All other expenses | $1,477,695 |
| Total functional expenses | $7,294,424 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,946,607 |
| Savings and temporary cash investments | $3,384,206 |
| 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 | $5,407 |
| Investments—publicly traded securities | $2,404,944 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,512 |
| Total assets | $8,742,676 |
| 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 | $8,742,676 |
| 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 | $8,742,676 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
County Supervisors Assn Of Ca Sacramento, CA | $13,363,882 | $9,936,201 |
Howard Jarvis Taxpayers Association Laguna Niguel, CA | $8,742,676 | $7,848,620 |
California Credit Union League Ontario, CA | $29,531,328 | $7,558,766 |
California Municipal Utilities Association Sacramento, CA | $1,438,040 | $3,988,972 |
American Water Works Association Rancho Cucamonga, CA | $2,909,374 | $2,878,062 |
California Taxpayers Association Sacramento, CA | $1,627,545 | $1,678,404 |
Rural Water Association Of Arizona Apache Junction, AZ | $676,168 | $1,021,732 |
California Association Of Councils Of Goverments Sacramento, CA | $380,054 | $767,142 |
Association Of Asian American Investment Managers San Francisco, CA | $0 | $817,109 |
Redondo Beach Travel And Tourism Redondo Beach, CA | $332,946 | $638,594 |
Merchant Acquirers Committee Inc Sacramento, CA | $674,073 | $665,838 |
Nacm Northwest Co Portland, OR | $4,183,756 | $761,145 |