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Nonprofit · EIN 95-4239620

HOWARD JARVIS TAXPAYERS ASSOCIATION

Tax-exempt · LAGUNA NIGUEL, CA 92677

Financials

$6.3M$6.1M2022$7.3M$7M2023$6.9M$7.5M2024
Revenue Expenses · by fiscal year end
Financials of HOWARD JARVIS TAXPAYERS ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$6,878,605$7,488,564-$609,959$8,694,299$0$8,694,299
June 30, 2024990$7,291,528$7,041,322$250,206$9,304,258$0$9,304,258
June 30, 2023990$6,276,371$6,149,988$126,383$9,054,051$0$9,054,051
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$6,277,527
Membership dues
$6,277,527
Program service revenue
$0
Investment income
$601,078
Other revenue
$0

Expenses

Grants and similar amounts paid
$12,300
Compensation of officers, directors and key employees
$699,696
Other salaries and wages
$412,598
Salaries, compensation and benefits (total)
$1,300,635
Professional fundraising fees
$0
Legal fees
$116,493
Occupancy
$87,673
Travel
$10,368
Program services (functional)
$5,090,299
Management and general (functional)
$1,419,153
Fundraising (functional)
$979,112

Balance sheet and other

Total assets, start of year
$9,304,258
Total assets, end of year
$8,694,299
Total liabilities, end of year
$0
Net assets, end of year
$8,694,299
Publicly traded securities
$6,348,314
Net assets without donor restrictions
$8,694,299
Gross receipts
$6,878,605
Employees
7
Year formed
1989
State of legal domicile
CA

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Jonathan CoupalPresident
Trustee or director, Officer
30$315,757$71,759$0
Erin Michael DolanCFO
Officer
25$236,678$17,400$35,217
Craig MordohSecretary
Trustee or director, Officer
15$148,661$77,805$0
Susan ShelleyVP- Communications40$143,048$0$22,123
Scott KaufmanLeg. Director40$129,890$0$18,092
William KelsoDirector
Trustee or director
1$1,500$750$0
James NielsenDirector
Trustee or director
1$1,500$0$0
Gloria PhillipsDirector
Trustee or director
1$750$0$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Jonathan CoupalPresident
Trustee or director, Officer
30$311,108$67,250$0
Erin Michael DolanCFO
Officer
25$196,836$16,200$28,230
Craig MordohSecretary
Trustee or director, Officer
15$148,854$74,850$0
Susan ShelleyVP- Communications40$136,300$0$20,372
Scott KaufmanLeg. Director40$124,020$0$16,797
William KelsoDirector
Trustee or director
1$1,500$750$0
James NielsenDirector
Trustee or director
1$750$0$0
Gloria PhillipsDirector
Trustee or director
1$750$0$0
990 for the year ended June 30, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Jonathan CoupalPresident
Trustee or director, Officer
30$297,708$65,000$3,310
Craig MordohSecretary
Trustee or director, Officer
15$143,132$72,000$0
Erin Michael DolanCFO
Officer
25$158,892$15,000$29,408
Susan ShelleyVP- Communications40$130,640$0$21,105
Scott KaufmanLeg. Director40$117,864$0$18,917
Gloria PhillipsDirector
Trustee or director
1$1,500$0$0
William KelsoDirector
Trustee or director
1$1,500$0$0
Gary HolmeDirector
Trustee or director
1$750$0$0

Address and contacts

Address (IRS master file)
23986 ALISO CREEK RD 214, LAGUNA NIGUEL, CA 92677-3908
In care of
% JOSEPH RANSOM CPA
Principal officer (990 for 2024)
Erin Michael Dolan, 621 S Westmoreland Ave 200, Los Angeles, CA 90005
Signed the 990
Erin Michael Dolan, CFO
Phone
(213) 384-9656
Website
hjta.org
Return prepared by
ERIN MICHAEL DOLAN ACCOUNTANCY CORPORATION

California records

California keeps its own records of charities and corporations. Search them by EIN 95-4239620 or by the name HOWARD JARVIS TAXPAYERS ASSOCIATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

Inform public on tax policies

990 for the year ended June 30, 2025

Program accomplishments

  • 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
    Expenses $3,119,883
  • Legislative advocacy opposing attempts to increase tax burden of government by direct and grass roots lobby efforts
    Expenses $1,664,029
  • Public policy litigation to oppose court cases which would have the adverse effect of allowing taxes to be raised.
    Expenses $294,087
  • Grants and Allocations
    Expenses $12,300

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
95-4239620
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
1990
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$8,694,299
Income (IRS master file)
$6,878,605

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$6,878,605$7,488,564$8,694,299IRS
990June 2024$7,291,528$7,041,322$9,304,258IRS
990June 2023$6,276,371$6,149,988$9,054,051XML
990June 2022$6,807,530$6,622,538$8,927,668IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 95-4239620).

Questions about HOWARD JARVIS TAXPAYERS ASSOCIATION

What is the EIN of HOWARD JARVIS TAXPAYERS ASSOCIATION?
The employer identification number (EIN) of HOWARD JARVIS TAXPAYERS ASSOCIATION is 95-4239620.
Is HOWARD JARVIS TAXPAYERS ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1990.
Are donations to HOWARD JARVIS TAXPAYERS ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does HOWARD JARVIS 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 HOWARD JARVIS TAXPAYERS ASSOCIATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HOWARD JARVIS TAXPAYERS ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of HOWARD JARVIS TAXPAYERS ASSOCIATION?
The 990 for the year ended June 30, 2025 names Erin Michael Dolan.
Who are the officers and directors of HOWARD JARVIS TAXPAYERS ASSOCIATION?
The 990 for the year ended June 30, 2025 lists 8 people; 8 received compensation from the organization, the highest $315,757 (Jonathan Coupal, President).
How much revenue does HOWARD JARVIS TAXPAYERS ASSOCIATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $6,878,605, expenses of $7,488,564 and total assets of $8,694,299 at year end.

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