BILL ANALYSIS
AB 3187
Page 1
Date of Hearing: May 6, 1996
ASSEMBLY COMMITTEE ON REVENUE AND TAXATION
Nao Takasugi, Chairman
AB 3187 (Martinez) - As Amended: April 18, 1996
LOCAL GOVERNMENT 7-0
SUBJECT: Sales and use taxes: exemptions: thrift store
merchandise.
VOTE REQUIREMENT: Majority. Tax Levy.
SUMMARY: Creates a sales and use tax exemption for thrift store
merchandise. Specifically, this bill:
1) Exempts from state and local sales and use taxes used pieces
of clothing, household items, or other retail items sold by thrift
stores operated by a nonprofit organization if the purpose of that
thrift store is to obtain funding for medical and social services
for the chronically ill.
2) Requires the state to make no appropriation or reimbursement
to local agencies for revenues lost due to the tax exemption.
FISCAL EFFECT: Before the April 18 amendments which expanded the
universe of applicable merchandise from items costing less than
$50 to all items, the Board of Equalization's staff estimated a
fiscal loss of $900,000 for the state, $400,000 for local
governments and $120,000 transit loss.
EXISTING LAW:
1) Imposes a six percent state tax on the gross receipts from the
sale, storage, use or other consumption in this state of
tangible personal property.
2) Authorizes counties and cities to impose local sales and use
taxes in conformity with state sales and use taxes.
3) Requires that enacted exemptions to sales and use taxes, by the
Legislature, be incorporated into the local taxes.
4) Requires the state to reimburse counties and cities from losses
caused by the enactment of sales and use tax exemptions.
5) Exempts the sales of charitable organizations which meet all
of certain criteria: formed and operated for charitable purposes;
engaged in the relief of poverty and distress; the organization's
sales must be principally a matter of assistance to purchasers in
distressed financial condition; the property which is sold must
have been made or assembled by that organization.
6) Provides exemptions for particular sales, such as veterans
AB 3187
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organizations' "Buddy poppy lapel pins", some purchases by
nonprofit museums, wheelchairs and canes for the legally blind.
BACKGROUND: Currently a few non-profit organizations receive the
tax exemption on the sales tax of purchases from thrift stores
(e.g., Goodwill Industries, St. Vincent de Paul and Salvation
Army). These agencies qualify for the exemption as they meet all
the statutorily defined conditions, namely the "welfare exemption"
from property taxation provided by Section 214 of the Revenue and
Taxation Code. This bill extends this exemption to all non-profit
agencies which provide revenue to be used for medical and social
services to the chronically ill.
This proposal is sponsored by BoE Member Brad Sherman on behalf of
the AIDS Healthcare Foundation. The Foundation operates several
thrift stores in the
Los Angeles area, selling used items in order to raise funds for
the purposes of providing medical services to AIDS patients.
Related Legislation: AB 143 (Martinez) also from this Session,
provided a similar exemption, but was not heard in committee.
ARGUMENTS IN SUPPORT: All thrift stores, operated by non-profit
organizations, arguably have purposes as laudable as those of the
Salvation Army, Goodwill Industries and St. Vincent de Paul. To
receive the tax exempt status, under corporation income tax laws,
these organizations serve worthy social purposes and should be
treated similarly for sales and use tax exemption.
The Legislature has demonstrated its support for exempting a
segment of non-profit organizations with the enactment of AB 2685
(Costa), Chapter 855, Statutes of 1994. This legislation provided
an exemption from sales and use tax for sales of tangible personal
property at an auction, conducted by a non-profit organization,
when the proceeds of that auction are used to fund shelters for
homeless individuals and families.
ARGUMENTS IN OPPOSITION: None received by Committee.
REGISTERED SUPPORT / OPPOSITION:
Support
[according to the Assembly Local Government Committee]
Brad Sherman (Sponsor)
AIDS Healthcare Foundation
Opposition
None reported to Committee.
Analysis prepared by: Julia King / REV. & TAX. / 322-3730