2022-11-07T14:46:17-08:00 2021-12-31 942329070 John Waddell & Co CPAs 3416 American River Drive A Sacramento CA 95864 990 2021-01-01 950598420 California Taxpayers Association CALI 9164410490 1215 K Street 1250 Sacramento CA 95814 Robert Gutierrez President & CEO 2022-11-07 true Robert Gutierrez 999009999 Deborah F Ask CPA P00052634 9164882460 2 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z Robert Gutierrez 1215 K Street 1250 Sacramento CA 958143953 1678404 false X www.caltax.org X 1926 CA Promote sound tax policy and government efficiency. 76 76 10 80 0 1446775 43030 1556031 1624997 11466 9726 269 651 3014541 1678404 1471839 0 0 1202499 1297062 0 0 403572 379849 3077910 1676911 -63369 1493 1459610 1627545 528125 559074 931485 1068471 X 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. false false 817065 1619047 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. 303219 5950 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. 76463 Provided various other nonadvocacy related services 62831 1259578 false true false true false false false false false true false false false false false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false true 4 0 true 10 true false false false false true true false false false X 76 76 false false false false true true false true true false false false false false true false false false CA X X Robert Gutierrez 9169303112 1215 K Street Sacramento CA 95814 Robert Gutierrez President & CEO 40.00 0.00 X 300000 0 30435 Peter Blocker VP of Policy 40.00 0.00 216016 0 28454 David Kline Sec/VP Comm 40.00 0.00 X 169014 0 26934 Benjamin Lee Tax Counsel 40.00 0.00 137998 0 14761 Michael Brown Director 0.50 0.00 X 0 0 0 Candice Bartle Director 0.50 0.00 X 0 0 0 Joe Coughlin Director 0.50 0.00 X 0 0 0 Randy Teel Director 0.50 0.00 X 0 0 0 Jon Almeras Director 0.50 0.00 X 0 0 0 Carlos Anguiano Director 0.50 0.00 X 0 0 0 Daniel Smith Director 0.50 0.00 X 0 0 0 Tyler Henderson Director 0.50 0.00 X 0 0 0 Kevin Keane Director 0.50 0.00 X 0 0 0 Kirk Kimmelshue Director 0.50 0.00 X 0 0 0 Terry Ryan Director 0.50 0.00 X 0 0 0 William Dvorak Director 0.50 0.00 X 0 0 0 Karen Mirandi Director 0.50 0.00 X 0 0 0 Michael Lebeau Director 0.50 0.00 X 0 0 0 Ocean Mills Director 0.50 0.00 X 0 0 0 David Uphaus Director 0.50 0.00 X 0 0 0 Jonathan Choi Director 0.50 0.00 X 0 0 0 Carolyn McIntyre Director 0.50 0.00 X 0 0 0 Cheyanne Cook Director 0.50 0.00 X 0 0 0 Meredith Garwood Director 0.50 0.00 X 0 0 0 Andrew Zalewski Director 0.50 0.00 X 0 0 0 Michelle Wright Conn Director 0.50 0.00 X 0 0 0 Kristine Dankenbrink Director 0.50 0.00 X 0 0 0 Marty Dakessian Director 0.50 0.00 X 0 0 0 Bart Baer Director 0.50 0.00 X 0 0 0 Adria Stoliar Director 0.50 0.00 X 0 0 0 Anitha Chakravarthi Director 0.50 0.00 X 0 0 0 Patricia Wong Director 0.50 0.00 X 0 0 0 Thomas Klingler Director 0.50 0.00 X 0 0 0 Tim Gustafson Director 0.50 0.00 X 0 0 0 Kevin Miller Director 0.50 0.00 X 0 0 0 Mark Stefan Director 0.50 0.00 X 0 0 0 Elena Xu Director 0.50 0.00 X 0 0 0 Mike Langford Director 0.50 0.00 X 0 0 0 Gary Lindsey Director 0.50 0.00 X 0 0 0 Delia Besio Past Chair 0.50 0.00 X X 0 0 0 Lisa Wolski Director 0.50 0.00 X 0 0 0 Anika Hagensen Director 0.50 0.00 X 0 0 0 Nicholas Blackburn Director 0.50 0.00 X 0 0 0 Cris O'Neall Director 0.50 0.00 X 0 0 0 Jeremy Stohs Director 0.50 0.00 X 0 0 0 Susan Liu Director 0.50 0.00 X 0 0 0 Hans Neidig Director 0.50 0.00 X 0 0 0 Wade Phillip Director 0.50 0.00 X 0 0 0 Daniel Smith Director 0.50 0.00 X 0 0 0 William Wright Director 0.50 0.00 X 0 0 0 James Shontere Director 0.50 0.00 X 0 0 0 Kenton Stanhope Director 0.50 0.00 X 0 0 0 Omar Munoz Director 0.50 0.00 X 0 0 0 Traci Lee Director 0.50 0.00 X 0 0 0 Fran Inman Director 0.50 0.00 X 0 0 0 Stephen Konig Director 0.50 0.00 X 0 0 0 Charles Moll Director 0.50 0.00 X 0 0 0 Joe Strong Director 0.50 0.00 X 0 0 0 Angela Pitale Director 0.50 0.00 X 0 0 0 Becky Zhu Director 0.50 0.00 X 0 0 0 Floreine Kahn Director 0.50 0.00 X 0 0 0 Paul Felix Director 0.50 0.00 X 0 0 0 Carley Roberts Director 0.50 0.00 X 0 0 0 Jon Sperring Director 0.50 0.00 X 0 0 0 Ryan Flanigan Director 0.50 0.00 X 0 0 0 Susan Bittick Director 0.50 0.00 X 0 0 0 Jim Asay Chairman 0.50 0.00 X X 0 0 0 Melissa Smith Director 0.50 0.00 X 0 0 0 Jana Wells Director 0.50 0.00 X 0 0 0 Dick Lee Director 0.50 0.00 X 0 0 0 Daniel Piekarczyk Director 0.50 0.00 X 0 0 0 Chesley Dillon Director 0.50 0.00 X 0 0 0 Jo Ellen Stock Treasurer 0.50 0.00 X X 0 0 0 Shane Simpson Director 0.50 0.00 X 0 0 0 Martin Loeber Director 0.50 0.00 X 0 0 0 John Cmelak Director 0.50 0.00 X 0 0 0 John Stowell Director 0.50 0.00 X 0 0 0 Trini Jimenez Director 0.50 0.00 X 0 0 0 Jeffrey Moreno Director 0.50 0.00 X 0 0 0 Clara Lee Director 0.50 0.00 X 0 0 0 823028 100584 4 false true false 0 43030 43030 Annual Conference 900099 2516 2516 Membership Dues & Assessments 900099 1556531 1556531 Publications 511190 5950 5950 Sponsorships 900099 60000 60000 1624997 9726 9726 0 0 0 0 0 0 0 Miscellaneous Income 900099 651 651 651 1678404 1565648 69726 0 0 0 0 770853 585848 185005 0 390904 297087 93817 20716 15744 4972 47768 36303 11465 66821 50784 16037 0 3592 3592 34393 34393 3834 3834 0 0 77933 73940 3993 293 293 44852 35427 9425 14749 10620 4129 0 158431 120409 38022 3752 1876 1876 0 8171 4727 3444 0 0 11778 8953 2825 18071 13733 4338 0 1676911 1259578 417333 0 341750 397971 140544 140558 0 166337 93551 0 0 0 0 51771 53474 120291 89229 23128 31062 736080 910929 0 0 0 0 1459610 1627545 264313 225540 263812 333534 528125 559074 X 899148 1036017 32337 32454 931485 1068471 1459610 1627545 1493 135493 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false true 1556531 45726 45726 217914 41724 32931 8793 78567 56298 22269 31062 X false false false false false false false false false Benjamin Lee Tax Counsel 122998 15000 8280 6481 152759 David Kline Sec/VP Comm 164014 5000 10719 16215 195948 Peter Blocker VP of Policy 196016 20000 12069 16385 244470 Robert Gutierrez President & CEO 270000 30000 17919 12516 330435 Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee The Executive Committee conducts general supervision of the affairs of the Association, and is vested with all of the powers of the Board between meetings of the Board. Certain actions of the Executive Committee must be ratified by the Board. The Executive Committee consists of not less than 10 and not more than 18 directors. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder Membership is open to any non-government taxpayer, whether person, firm, corporation, association, society, foundation, or trust. Form 990, Part VI, Line 11b: Form 990 Review Process No review was or will be conducted. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Governing documents and the Form 990 are available on the Attorney General's website. Other documents are available upon request. Cal Tax Foundation 1215 K Street Ste 1250 Sacramento CA 95814 942679673 Tax research CA (c)(3) 509(a)(3) N/A false false false true false false false false false false false false true false true true false true false false