2026-01-22T09:49:55-08:00 2025-06-30 200276349 MUN CPAs LLP 2901 Douglas Blvd Roseville CA 95661 990 2024-07-01 680001795 California Society of Association Executives CALI 9164438980 775 Sunrise Ave 270 Roseville CA 95661 James Anderson President & CEO 2026-01-22 true true Bradley J Bartells CPA P02363556 9167744208 2024 2025-03-06 01:10:19Z James Anderson 775 Sunrise Ave 270 Roseville CA 95661 1647454 false X www.calsae.org X 1984 CA CALSAES MISSON IS ADVANCING THE ASSOCIATION PROFESSION THROUGH KNOWLEDGE, VALUED RELATIONSHIPS AND TRUSTED RESOURCES. 12 12 6 192 54761 46602 0 1413114 1575292 12053 23797 19174 48365 1444341 1647454 3208 5909 0 798669 832442 0 0 577181 717941 1379058 1556292 65283 91162 839316 935286 510149 514957 329167 420329 CALSAES MISSON IS ADVANCING THE ASSOCIATION PROFESSION THROUGH KNOWLEDGE, VALUED RELATIONSHIPS AND TRUSTED RESOURCES. false false 1222016 5909 1575292 CalSAE has over 1,400 members and provides excellent training and education in association management and related topics. We also excel in developing strong working and peer relationships and providing important information and resources. Through our many networking and education events, the ELEVATE annual conference and the Seasonal Spectacular tradeshow, we create a supportive environment for learning, mentoring, developing business relationships and building strategic alliances. 1222016 false false false true false false false false false true false false true true true false false false false false false false false false false false false true true false false false false false false false false false false false false false false true 9 0 true 6 true true true false false false false false false false X 12 12 false false false false true true true true true false true true true true true true true true true false false CA X X James F Anderson 9164438980 775 Sunrise Ave STE 270 Roseville CA 95661 James Anderson President & CEO 40.00 0.00 X 169222 0 34097 LINDSAY K POSS Meetings/Events VP 40.00 0.00 105741 0 9174 DENIZE M MALDONADO Memb/Engage Dir 40.00 0.00 92320 0 22101 JESSICA CHRISTINE BARKER Sr. Mngr Ops & Gov 40.00 0.00 88205 0 21105 JAMIE INNAMORATO Sr Mngr Mrkt & Com 40.00 0.00 75890 0 25567 Alan Pentico Immediate Past 1.50 0.00 X X 0 0 0 Megan Hemming Vice Chair 1.50 0.00 X X 0 0 0 John Hooley Director 1.00 0.00 X 0 0 0 Denise LeDuc Froemming Director 1.00 0.00 X 0 0 0 Tammy Anderson-Wise Chair 2.00 0.00 X X 0 0 0 Christina Bauders Director 1.00 0.00 X 0 0 0 Chris Locke Treasurer 2.00 0.00 X X 0 0 0 Anne Marie Mourhess In ptnr V-chair 1.50 0.00 X X 0 0 0 Anne Ornelas Director 1.00 0.00 X 0 0 0 Michele Ware Director 1.00 0.00 X 0 0 0 Jenn Jones Director 1.00 0.00 X 0 0 0 Shaun Rundle Director 1.00 0.00 X 0 0 0 531378 112044 2 false true false 0 0 Boutique & Local Educatio 900099 121383 121383 Elevate Annual Conference 900099 353248 353248 Membership Dues 900099 338886 338886 Partnership & Resources 900099 234654 179893 54761 Seasonal Spectacular 900099 527121 527121 1575292 23797 23797 0 31551 31551 0 0 0 0 0 Miscellaneous Revenue 900099 78 78 Scholarship Revenue 900099 7936 7936 Sponsorship Revenue 900099 8800 8800 16814 1647454 1537345 54761 55348 0 5909 5909 0 0 195153 142460 52693 0 510886 372947 137939 35827 26154 9673 42257 30848 11409 48319 35273 13046 0 8028 4014 4014 40126 20063 20063 0 0 0 63810 31905 31905 0 30389 22184 8205 0 0 15405 11246 4159 0 0 0 0 0 33489 24447 9042 18898 9449 9449 Seasonal Spectacular 190196 190196 Elevate 161663 161663 Specialty Education 70486 70486 Staff Development Expenses 46703 34093 12610 38748 28679 10069 1556292 1222016 334276 0 188124 311749 444763 464299 0 922 2294 0 0 0 0 39195 19495 20743 15321 3980 5422 0 0 0 0 162332 132027 839316 935286 148430 141626 198288 237118 163431 136213 510149 514957 X 329167 414329 6000 329167 420329 839316 935286 91162 X true X false true false false false false false 338886 5700 5700 16944 20743 15321 5422 5422 RIGHT OF USE ASSET 132027 132027 LEASE LIABILITY 136213 136213 X Part X : FIN48 Footnote Cal SAE, pursuant to a determination letter from the Internal Revenue Service, is exempt from Federal and State income taxes under Section 501(c)(6) of the Internal Revenue code and Section 23701(d) of the California Revenue and Taxation Code.The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Organization and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities as of June 30, 2025. false 0 0 Registration Comp/Reimbursement 6 2668 3241 FMV Comped Registration X X X X false false false James Anderson President & CEO 169222 34097 203319 Form 990, Part VI, Section A, Line 6 ASSOCIATION PROFESSIONAL MEMBERS AND INDUSTRY PARTNER MEMBERS. Form 990, Part VI, Section A, Line 7a ASSOCIATION PROFESSIONAL MEMBERS AND INDUSTRY PARTNER MEMBERS HAVE VOTING RIGHTS FOR ELECTIONS OF BOARD MEMBERS AND CHANGES TO GOVERNING DOCUMENTS, SUCH AS BYLAWS. Form 990, Part VI, Section A, Line 7b CHANGE TO THE BYLAWS. Form 990, Part VI, Section B, Line 11b Staff provides necessary info to CPA firm. The CPA firm provides a draft return. The draft return is reviewed by 1. The CEO and 2. The Audit Committee. Once approved, the draft 990 is provided to the Board for approval. Form 990, Part VI, Section B, Line 12c ALL DIRECTORS COMPLETE THE CONFLICT OF INTEREST AND DISCLOSURE FORM ANNUALLY THAT IS SUBMITTED TO THE CEO. THE CEO PROVIDES A WRITTEN REPORT TO THE ENTIRE BOARD. Form 990, Part VI, Section B, Line 15a The Board of Directors delegates monitoring of the CEOs performance to the Executive Committee. Each year, as a part of this process, the Board is polled for their input on the assessment the CEO performance. The Executive Committee weighs the input in making its evaluation. After making a determination on performance, the Executive Committee uses comparative salary and compensation information and other information listed in its policy in developing a recommendation for any compensation changes. Those recommendations are ratified by the Board.After ratification of the CEOs evaluation and compensation changes, the Chair of the Board meets with the CEO to review the results. Form 990, Part VI, Section C, Line 19 THE GOVERNING BYLAWS AND KEY POLICIES ARE AVAILABLE ON THE ORGANIZATIONS WEBSITE. THE ORGANIZATIONS EXEMPT APPLICATION, ARTICLES OF INCORPORATION, TAX RETURNS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.