California Alliance of Taxpayer Advocates EIN 35-2412364

California Alliance of Taxpayer Advocates

EIN  35-2412364 Business league / trade association Sacramento, CA Founded 2011
Form 990 (PDF) Compare with another nonprofit →
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Size
$100K–1M
What they do
Educates, advocates for, and upholds ethical standards for state and local tax consultants.
Leadership
Keith Jameson · Director
Money in and out
$204K revenue, $241K expenses
Bottom line
-18% operating surplus

Educates, advocates for, and upholds ethical standards for state and local tax consultants. For fiscal year 2025 it reported $204K in revenue, $241K in expenses, and $5K in net assets.Pt I

Membership & operating revenue · FY2025
Total revenue
$204K
Pt VIII · Ln 12
Total expenses
$241K
Pt IX · Ln 25
Net assets
$5K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$36K
Operating surplus
-18%
revenue over expenses▼ -61% vs prior filing year
Earned revenue
81%
of revenue from program services & dues▼ -19% vs prior filing year
Payroll share
0%
of spending is salaries & benefits

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$204K
FY2025▼ -23%
Expenses
$241K
FY2025▼ -18%
Total assets
$5K
FY2025▼ -89%
Total liabilities
$0
FY2025
Total revenue
$204K
Pt VIII · Ln 12
Total expenses
$241K
Pt IX · Ln 25
Net assets
$5K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$36K
Total assetsPt X · Ln 16$5K
Program-expense ratioPt IX · col B
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 45
Mission & Programs · Part III

Where the work happens

3 program services, described in the organization's own filed words · FY2025.
01

Provided information for the general public on wild fire property tax relief, information on the property taxation process in California, information on appealing assessments, and useful links to various appeals boards and other agencies. Promoted ethical standards for taxpayer advocates.

Pt IX · col B
02

Influenced content and direction of state and local legislative proposals to regulate professional tax agents.

Pt IX · col B
03

Held annual conference.

Pt IX · col B

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CCalifornia Alliance of Taxpayer Advocates
EINHdr · item D35-2412364
Principal addressHdr · item CSacramento, CA
WebsiteHdr · item Jwww.cataxadvocates.org
Year of formationHdr · item L2011
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(6) · active
NTEE classificationIRS BMFCommunity Development (S41)
Ruling yearIRS BMFJul 2011

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a5
Independent voting membersPt VI · Ln 1b5
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Bd Chr and Pres
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
See California Alliance of Taxpayer Advocates executive salaries →

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Statement of Revenue

Part VIII
Program service revenue$165K · 81%
Contributions & grants$39K · 19%
Program service revenue81%$165K
Contributions & grants19%$39K
Total revenueLn 12$204K

Balance Sheet

Part X · end of year
CashLn 1$5K
Total assetsLn 16$5K
Total liabilitiesLn 26$0
Total net assetsLn 32$5K
Months of cash on handcomputed0.2

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $5K · Operating expenses/yr $241K
0.2 months
Where the money goes
Program services
Program services $0 · Total expenses $241K
not reported
Management & General
Management & general $0 · Total expenses $241K
not reported
Fundraising
Fundraising $0 · Total expenses $241K
not reported
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $13K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $39K · Total revenue $204K
19%
Government reliance
Government grants — · Total revenue $204K
Earned-income share
Program service revenue $165K · Total revenue $204K
81%
Investment reliance
Investment income $0 · Total revenue $204K
0%
Program self-sufficiency
Program service revenue $165K · Total expenses $241K
69%
Growth & trend
Revenue growth (YoY)
This year $204K · Prior year $265K
-23%
Revenue CAGR
FY2021 $188K · FY2025 $204K
+2%
Net-asset trend (YoY)
End of year $5K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $204K · Expenses $241K
-18%
Liabilities-to-Assets
Total liabilities — · Total assets $5K
Net-asset ratio
Net assets $5K · Total assets $5K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $5K
0%
People & payroll
Highest Reported Total Compensation
Individual Keith Jameson · Reported title Director · Highest reported compensation $0 · Total expenses $241K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $241K
0%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth -23%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$204K revenue · viewing · ⤓ 990 PDF
FY2024$265K revenue · ⤓ 990 PDF
FY2023$209K revenue · ⤓ 990 PDF
FY2022$238K revenue · ⤓ 990 PDF
FY2021$188K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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