Nonprofit · EIN 94-3005786
ORANGE COUNTY TAXPAYERS ASSOCIATION
Tax-exempt · ORANGE, CA 92863
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $148,822 | $198,274 | -$49,452 | $167,684 | – | $167,684 |
| December 31, 2023 | 990 | $239,259 | $221,681 | $17,578 | $220,086 | $2,950 | $217,136 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Membership dues
- $86,745
- Program service revenue
- $31,536
- Investment income
- $61
- Net income from fundraising events
- $30,480
Expenses
- Compensation of officers, directors and key employees
- $74,800
- Salaries, compensation and benefits (total)
- $81,433
- Professional fees and payments to contractors
- $89,750
- Printing, publications and postage
- $413
- Other expenses
- $26,678
- Program services (functional)
- $128,565
Balance sheet and other
- Total assets, start of year
- $220,086
- Total assets, end of year
- $167,684
- Total liabilities, end of year
- –
- Net assets, end of year
- $167,684
- Cash, savings and investments
- $167,684
- Gross receipts
- $193,177
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA CATALAN | Executive Dir. | 40 | $74,800 |
| ADAM WOOD | Chairman | 0 | $0 |
| ALCIA BERHOW | VICE CHAIR | 0 | $0 |
| STEVE LAMOTTE | Treasurer | 0 | $0 |
| MIKE BALSAMO | Secretary | 0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA CATALAN | President & CEO Officer | 40 | $128,150 |
| ADAM WOOD | Chairman Officer | 0 | $0 |
| ALCIA BERHOW | VICE CHAIR Officer | 0 | $0 |
| STEVE LAMOTTE | Treasurer Officer | 0 | $0 |
| MIKE BALSAMO | Secretary Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5881, ORANGE, CA 92863-5881
- In care of
- % CAROLYN CAVECCHE
- Signed the 990-EZ
- SARA CATALAN, President
- Phone
- (949) 215-5539
- Website
- www.octax.org
- Return prepared by
- Diana Mailly Certified Public Accountant
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3005786 or by the name ORANGE COUNTY TAXPAYERS ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
PROMOTE SOCIAL WELFARE
Program accomplishments
- Provided detailed analysis of proposed legislation to the general public and the media.Multiple Editorials and Letters to the Editor featured in the OC Register and on-line sources.Spoke or opined on numerous business and tax issues in Orange County.Hosted quarterly luncheons that featured distinguished speakers including State and Local Elected Officials as well as business and industry leaders. Average attendance of 85-100.Presented the annual "Roses, Radishes & the Royalty Award" to recognize organizations that demonstrated taxpayer benefit, tax savings, or government waste cutting and also bring scrutiny to agencies, programs, or regulations that violate the oranization mission. Attendance of approximately 300.Expenses $128,565
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3005786
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $167,684
- Income (IRS master file)
- $193,177
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $148,822 | $198,274 | $167,684 | XML |
| 990 | December 2023 | $239,259 | $221,681 | $220,086 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3005786).
Questions about ORANGE COUNTY TAXPAYERS ASSOCIATION
- What is the EIN of ORANGE COUNTY TAXPAYERS ASSOCIATION?
- The employer identification number (EIN) of ORANGE COUNTY TAXPAYERS ASSOCIATION is 94-3005786.
- Is ORANGE COUNTY TAXPAYERS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1986.
- Are donations to ORANGE COUNTY TAXPAYERS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ORANGE COUNTY TAXPAYERS ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ORANGE COUNTY TAXPAYERS ASSOCIATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORANGE COUNTY TAXPAYERS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of ORANGE COUNTY TAXPAYERS ASSOCIATION?
- The 990-EZ for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $74,800 (SARA CATALAN, Executive Dir.).
- How much revenue does ORANGE COUNTY TAXPAYERS ASSOCIATION have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $148,822, expenses of $198,274 and total assets of $167,684 at year end.
Other nonprofits in ORANGE
- CHILDRENS HOSPITAL OF ORANGE COUNTY EIN 95-2321786 · last filed 990 for 2025
- ST JOSEPH HOSPITAL OF ORANGE EIN 95-1643359 · last filed 990 for 2024
- CHAPMAN UNIVERSITY EIN 95-1643992 · last filed 990 for 2025
- CHILDRENS HOSPITAL AT MISSION EIN 33-0528802 · last filed 990 for 2025
- CHOC FOUNDATION EIN 95-6097416 · last filed 990 for 2025
- AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST EIN 95-6041105 · last filed 990 for 2024
- LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA EIN 95-2225798 · last filed 990 for 2025
- CENTER FOR COMPREHENSIVE CARE AND DIAGNOSIS OF INHERITED BLOOD EIN 27-0179192 · last filed 990 for 2025