Mission
EDUCATION IN STATE TAX POLICY
Small Public Charity
CALIFORNIA TAX REFORM ASSOCIATION
CALIFORNIA TAX REFORM ASSOCIATION is a Small Public Charity headquartered in SACRAMENTO, CA. Financial data from the 2024 filing: $69K revenue, $56K expenses, $38K total assets. 4 publicly reported grants to this organization, totaling roughly $90K, appear in IRS filings.
EIN: 942386938
SACRAMENTO, CA
Urban & Community Economic Development
NTEE: S31
Latest filing: 2024
Total Revenue$69K
Total Expenses$56K
Total Assets$38K
Grant Records4
Funding Total$90K
Filing Years2019–2024
Where $100 goes at California Tax Reform Association
How California Tax Reform Association divides every $100 it spends, from its own Form 990-EZ filings, averaged across 7 years.
$100
Programs
the work itself
<$1
Everything else
operations and overhead
Form 990-EZ reports program spending but doesn't separate management from fundraising, so those are shown together.
Inside the $100 for programs
$60
Contacted legislatures concerning current and proposed legislation, researched proposed bills; wrote opinion letters and provided information to the community
$25
Maintained ongoing outreach efforts & public awareness on campaign and legislative issues; made fifteen or more public presentations during the year
$15
Served membership providing info on request to prospective members
Source: Form 990-EZ filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
To assist organization
$30,000
GENERAL ASSISTANCE
$15,000
GENERAL ASSISTANCE
$15,000
TO ASSIST ORGANIZATION
$30,000
Showing up to 5 of 4 total records — full history available with membership.
Officers & Directors
EXECUTIVE DIRECTOR
Roy Ulrich
TREASURER/SECRETARY
Terry Brennand
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $69K | $56K | $38K |
| 2023 | $46K | $116K | $25K |
| 2022 | $76K | $2K | $94K |
| 2020 | $8K | $54K | $8K |
| 2019 | $119K | $98K | $54K |
Between 2019 and 2024, reported annual revenue declined from $119K to $69K (-42%), with total assets most recently reported at $38K.
Interactive year-over-year charts and full filing details available with membership.