Orange County Taxpayers Association

Nonprofit profile at a glance

EIN
943005786
IRS 990-EZ coverage
2010–2024
Forms available
Form 990 2023, Form 990-EZ 2024
Location
Orange, CA, USA
Phone
9492155539
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$148,822
Expenses
$198,274
Assets
$167,684

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

People named in this filing

  • ADAM WOOD (Chairman)
  • ALCIA BERHOW (VICE CHAIR)
  • STEVE LAMOTTE (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Promote social welfare

What it reported doing in 2024

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.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 82
  • Sustainability: 19
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 86.4%; rating input score 86
  • Program expense ratio: 64.8%; rating input score 65

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -33.2%; rating input score 4; 4th percentile among comparable filings
  • Total-asset coverage ratio: 0.85; rating input score 54; 54th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 37.7%; rating input score 8; 8th percentile among comparable filings

Growth

  • Program expense growth: 1.5% per year; rating input score 100; 35th percentile among comparable filings
  • Revenue growth: 1.6% per year; rating input score 100; 29th percentile among comparable filings
  • Asset growth: 6.1% per year; rating input score 100; 49th percentile among comparable filings

Details

  • Where the money goes: 86.4% of revenue deployed · 64.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $129K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 6 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 4/100.
  • Review — Sustainability: Total-asset coverage ratio scored 54/100.
  • High — Sustainability: Officer compensation ratio scored 8/100.