California Taxpayers Association

Sacramento, CA · Founded 1926

Taxpayer advocacy organization promoting fiscal responsibility and government accountability

Primary audience
General Public
Work area
Policy Reform
Topic
Social Justice
Contact
Robert Gutierrez

About Organization

The California Taxpayers Association advocates for fair tax policies, government transparency, and efficient use of public funds through research, education, and legislative engagement. Based in Sacramento, CA, the organization operates with $4.4 million in annual revenue and represents taxpayers and businesses statewide.

What They Focus On

Policy Change

Advancing legislative and regulatory reforms

Public Awareness

Educating communities about critical issues

Coalition Building

Partnering with organizations to amplify impact

Financial Information

Form 990 data showing organizational financial health and growth.

Revenue (2023)

$2.9M

+45.7% vs 2022

Expenses (2023)

$3.0M

+44.7% vs 2022

Assets (2023)

$1.4M

-6.7% vs 2022

Employees (2023)

10

+11.1% vs 2022

Year Revenue Expenses Assets Employees
2023 $2,907,564 $2,995,602 $1,424,839 10
2022 $1,995,989 $2,069,639 $1,527,916 9
2020 $3,014,541 $3,077,910 $1,459,610 10
2019 $2,131,709 $1,987,589 $1,467,679 12
2018 $1,640,141 $1,725,880 $1,432,675 10

Source: IRS Form 990 filings. All figures in USD.

How They Work

Learn more
  • 01

    Research

    Analyzing issues and developing evidence-based policy solutions

  • 02

    Coalition Building

    Partnering with allies to strengthen advocacy efforts

  • 03

    Legislative Action

    Working with lawmakers to advance policy priorities

  • 04

    Public Education

    Raising awareness through campaigns and communications

Programs and Initiatives

Services and programs offered by California Taxpayers Association

Policy Research

Conducting research to inform policy development and reform

Legislative Advocacy

Working with lawmakers to advance policy priorities

Public Education

Raising awareness about key issues through campaigns

Team & Leadership

Meet the people behind California Taxpayers Association.

Robert Gutierrez

Robert Gutierrez

President and CEO
Full-time
Compensation: $360,005

Rob is the President and Chief Executive Officer of CalTax, responsible for managing the staff and overall direction of the association. Rob joined CalTax in 2009, and served as Director of State & Local Finance and Director of the California Tax Foundation, the nonprofit research organization founded by CalTax in 1980. Rob is a member of the Franchise Tax Board Advisory Board. He has completed extensive research on tax policy, including property taxes, how taxes and fees are applied under Proposition 26, and state spending priorities. He assisted in publishing the second edition of California’s Tax Machine: A History of Taxing and Spending in the Golden State. Rob holds a degree in political science from Westmont College in Santa Barbara.

Peter Blocker

Peter Blocker

Vice President of Policy
Full-time
Compensation: $238,013

Peter is the Vice President of Policy at CalTax. He has been with CalTax since 2011, first as a Policy Analyst and since 2015 as a registered lobbyist. In addition to representing CalTax in the Capitol, he analyzes legislation relating to tax policy, and manages special projects. He also provides research and writing for CalTax publications. Peter’s research and writing covers a broad spectrum of state tax policy, as well as government efficiency, elections and local tax issues. He is a graduate of the University of San Diego.

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Jeissy Lee

Jeissy Lee

Jeissy is a Policy Analyst at CalTax, where she monitors and tracks legislative developments, judicial opinions, and regulatory issues. Prior to joining CalTax, she provided policy analysis for NBC Universal in Los Angeles and served in the Washington, D.C., office of the global law and lobbying firm K&L Gates. Jeissy holds a bachelor’s degree in philosophy and public affairs from Claremont McKenna College.

Caitlin Herring

Caitlin Herring

Caitlin serves as the association’s Research Fellow, where she conducts research and analysis to inform taxpayers about public policy issues impacting California. She brings experience to CalTax from her tenure in local government, where she analyzed public policy issues in Orange County, as well as from her work with local organizations. Caitlin holds a bachelor’s degree in history of public policy and law from the University of California at Santa Barbara, and a master’s degree in public policy from the University of California at Irvine.

Krissy Looney

Krissy Looney

Office Manager / Assistant Bookkeeper

Krissy joined CalTax in June 2024 and serves as Office Manager and Assistant Bookkeeper. She previously owned and operated a small business and worked in the real estate industry coordinating transactions in Placer and Sacramento counties. Raised in Auburn, Krissy holds a bachelor’s degree from California State University, Fresno.

Joan Armenta-Roberts

Joan Armenta-Roberts

Joan joined CalTax in February 2020 as a Sales Tax Consultant with expertise helping taxpayers navigate California’s complicated sales and use tax laws. She has more than 25 years of sales and use tax experience, both in the private sector and through her work as a top advisor to State Board of Equalization Member Dean Andal, who chaired the BOE and successfully implemented reforms that promote efficiency and sound tax policy. Her extensive experience also includes more than 18 years with PwC and KPMG, two of the “Big Four” accounting firms, and most recently running her own sales tax consulting business.

David Kline

David Kline

Vice President Of Communications And Research

David was named Vice President of Communications and Research in January 2010, after serving since 2007 as Director of Communications. He fields media inquiries, oversees research projects and production of CalTax publications, and serves as editor of the CalTaxletter. From 1992 to 2004, he worked for the Metropolitan News Company, first as the Capitol bureau chief and later as editor of Senior Spectrum newspaper, which received several journalism awards during his five-year tenure. From 2004 to 2007, he was a principal consultant and chief speechwriter for the Assembly Minority Leader.

JA

Jim Asay

Vice Chairman
1 hrs/week
TJ

Trini Jimenez

Chairman
1 hrs/week

Milestones

1926

Organization Founded

1926

Established to serve community needs and advance mission

1938

Early Expansion

1938

Grew programs and established organizational foundations

1976

Significant Growth

1976

Expanded programs and services to reach more communities

2023

Leadership Expansion

2023

Grew leadership team to enhance organizational capacity

2025

Program Innovation

2025

Launched new initiatives to deepen community impact

Associated People

Board members, advisors, and key contributors

Board of Directors

AZ
Andrew Zalewski Treasurer 0.50 hrs/week
BW
Barry Weissman Director 0.50 hrs/week
BZ
Becky Zhu Director 0.50 hrs/week
BE
Ben Elliott Director 0.50 hrs/week
CD
Cali Daly Director 0.50 hrs/week
CR
Carley Roberts Director 0.50 hrs/week
CA
Carlos Angiuano Director 0.50 hrs/week
CM
Charles Melton Director 0.50 hrs/week
CM
Charles Moll Director 0.50 hrs/week
CD
Chesley Dillon Director 0.50 hrs/week
CC
Cheyanne Cook Director 0.50 hrs/week
CH
Christopher Hayes Director 0.50 hrs/week
CL
Clara Lee Director 0.50 hrs/week
CK
Cris K O'Neall Director 0.50 hrs/week
CR
Curtis Raulinaitis Director 0.50 hrs/week
DS
Daniel Smith Director 0.50 hrs/week
DU
David Uphaus Director 0.50 hrs/week
DB
Delia Besio Director 0.50 hrs/week
EX
Elena Xu Director 0.50 hrs/week
EK
Erica Kenney Director 0.50 hrs/week
FK
Flo Kahn Director 0.50 hrs/week
FI
Fran Inman Director 0.50 hrs/week
GR
Gina Rodriquez Director 0.50 hrs/week
JW
Jana Wells Director 0.50 hrs/week
JN
Janus Norman Director 0.50 hrs/week
JL
Jason Lane Director 0.50 hrs/week
JL
Jeffrey Langer Director 0.50 hrs/week
JS
Jeffrey S Moreno Director 0.50 hrs/week
JS
Jeremy Stohs Director 0.50 hrs/week
JR
Jerry Ruskowski Director 0.50 hrs/week
JC
Joe Coughlin Director 0.50 hrs/week
JS
Joe Strong Director 0.50 hrs/week
JB
John Barnes Director 0.50 hrs/week
JC
John Cmelak Director 0.50 hrs/week
JS
John Stowell Director 0.50 hrs/week
JA
Jon A Sperring Director 0.50 hrs/week
JA
Jon Almeras Director 0.50 hrs/week
JC
Jonathan Choi Director 0.50 hrs/week
JM
Josh Mishoe Director 0.50 hrs/week
KK
Kevin Keane Director 0.50 hrs/week
KM
Kevin Miller Director 0.50 hrs/week
KD
Kristine Dankenbrink Director 0.50 hrs/week
LC
Laura Curtis Director 0.50 hrs/week
LW
Lisa Wolski Director 0.50 hrs/week
MM
Maria Mirkovski Director 0.50 hrs/week
MS
Mark Stefan Director 0.50 hrs/week
MG
Martin Guenther Director 0.50 hrs/week
ML
Martin Loeber Director 0.50 hrs/week
MD
Marty Dakessian Director 0.50 hrs/week
MH
Melanie Hoskins Director 0.50 hrs/week
MH
Meredith H Garwood Director 0.50 hrs/week
MB
Michael Brown Director 0.50 hrs/week
ML
Michael Lebeau Director 0.50 hrs/week
MW
Michelle Wright Conn Director 0.50 hrs/week
ML
Mike Langford Director 0.50 hrs/week
NB
Nicholas Blackburn Director 0.50 hrs/week
OM
Ocean Mills Director 0.50 hrs/week
OM
Omar Munoz Director 0.50 hrs/week
PW
Patricia Wong Director 0.50 hrs/week
SN
Sabrina Nussipov Director 0.50 hrs/week
SO
Sara O'Neil Director 0.50 hrs/week
SS
Sarah Simon Director 0.50 hrs/week
SS
Shane Simpson Director 0.50 hrs/week
SK
Stephen Konig Director 0.50 hrs/week
SU
Steve Utech Director 0.50 hrs/week
TR
Terry Ryan Director 0.50 hrs/week
TK
Thomas Klingler Director 0.50 hrs/week
TG
Tim Gustafson Director 0.50 hrs/week
TH
Tyler Henderson Director 0.50 hrs/week
WP
Wade Phillips Director 0.50 hrs/week
WW
William Wright Director 0.50 hrs/week
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Information compiled from IRS Form 990 and organizational materials.

Executive Compensation

Top compensated officers & key employees from IRS Form 990

Total Reported (2023)

$906K

Highest Paid

$404K

Robert Gutierrez

Compensated Officers

3

Name Title Base Other Total Hrs/Wk
Robert Gutierrez President & CEO $360,005 $43,655 $403,660 40
Peter Blocker VP Of Policy $238,013 $38,672 $276,685 40
David Kline Secretary $193,764 $32,376 $226,140 40

Source: IRS Form 990 filings. Compensation includes base and other reported compensation.

Contact

Get in touch with California Taxpayers Association

Visit Website
1201 K Street 1600 Sacramento, CA 95814