Nonprofit · EIN 91-1812096
CALIFORNIA TAX EDUCATION COUNCIL
Tax-exempt · LINCOLN, CA 95648
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,662,396 | $1,959,413 | $702,983 | $1,886,586 | $103,067 | $1,783,519 |
| June 30, 2024 | 990 | $2,041,625 | $1,903,113 | $138,512 | $1,134,962 | $54,426 | $1,080,536 |
| June 30, 2023 | 990 | $1,707,869 | $1,971,617 | -$263,748 | $998,688 | $60,881 | $937,807 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,618,767
- Investment income
- $39,629
- Other revenue
- $4,000
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $17,810
- Accounting fees
- $22,000
- Travel
- $29,152
- Depreciation
- $35,039
- Program services (functional)
- $1,660,285
- Management and general (functional)
- $299,128
Balance sheet and other
- Total assets, start of year
- $1,134,962
- Total assets, end of year
- $1,886,586
- Total liabilities, end of year
- $103,067
- Net assets, end of year
- $1,783,519
- Net assets without donor restrictions
- $1,783,519
- Gross unrelated business income
- $4,000
- Gross receipts
- $2,662,396
- Employees
- 0
- Year formed
- 1997
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susie L DiMaggio EA | Director Trustee or director | 3 | $0 |
| Michael Carr CRTP | Director Trustee or director | 3 | $0 |
| Karen De Vaney CRTP | Director Trustee or director | 3 | $0 |
| Yvette Rupp CRTP | Director Trustee or director | 3 | $0 |
| Aaron Chambers CRTP | Director Trustee or director | 3 | $0 |
| C Lester Crawford CRTP PFP | Director-Chair Trustee or director, Officer | 3 | $0 |
| Ray Davis | Secretary Trustee or director, Officer | 3 | $0 |
| Fernando E Angell III CRTP | Treasurer Trustee or director, Officer | 3 | $0 |
| Jodi Runyan-Schechter CRTP | Director Trustee or director | 3 | $0 |
| Kaya Klotzek EA | Director Trustee or director | 3 | $0 |
| Robert Ovalle | Director Trustee or director | 3 | $0 |
| Lee Reams Sr BSME EA | Director Trustee or director | 3 | $0 |
| Tom O'Saben EA | Director Trustee or director | 3 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susie L DiMaggio EA | Director Trustee or director | 3 | $0 |
| Michael Carr CRTP | Director Trustee or director | 3 | $0 |
| Karen De Vaney CRTP | Director Trustee or director | 3 | $0 |
| Yvette Rupp CRTP | Director Trustee or director | 3 | $0 |
| Aaron Chambers CRTP | Director Trustee or director | 3 | $0 |
| C Lester Crawford CRTP PFP | Director-Chair Trustee or director, Officer | 3 | $0 |
| Ray Davis | Secretary Trustee or director, Officer | 3 | $0 |
| Fernando E Angell III CRTP | Treasurer Trustee or director, Officer | 3 | $0 |
| Jodi Runyan-Schechter CRTP | Director Trustee or director | 3 | $0 |
| Kaya Klotzek EA | Director Trustee or director | 3 | $0 |
| Robert Ovalle | Director Trustee or director | 3 | $0 |
| Lee Reams Sr BSME EA | Director Trustee or director | 3 | $0 |
| Tom O'Saben EA | Director Trustee or director | 3 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susie L DiMaggio EA | Director Trustee or director | 3 | $0 |
| Michael Carr CRTP | Director Trustee or director | 3 | $0 |
| Karen De Vaney CRTP | Director Trustee or director | 3 | $0 |
| Yvette Rupp CRTP | Director Trustee or director | 3 | $0 |
| Aaron Chambers CRTP | Director-Chair Trustee or director | 3 | $0 |
| C Lester Crawford CRTP PFP | Director-Chair Trustee or director, Officer | 3 | $0 |
| Ray Davis | Secretary Trustee or director, Officer | 3 | $0 |
| Fernando E Angell III CRTP | Treasurer Trustee or director, Officer | 3 | $0 |
| Jodi Runyan-Schechter CRTP | Director Trustee or director | 3 | $0 |
| Ruth Godfrey EA | Director Trustee or director | 3 | $0 |
| Rick LaFave | Director Trustee or director | 3 | $0 |
| Lee Reams Sr BSME EA | Director Trustee or director | 3 | $0 |
| Tom O'Saben EA | Director Trustee or director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 458, LINCOLN, CA 95648-0458
- Principal officer (990 for 2024)
- Fernando E Angell III CRTP, PO Box 458, Lincoln, CA 95648
- Signed the 990
- Fernando E Angell III CRTP, Treasurer
- Phone
- (877) 850-2832
- Website
- www.CTEC.org
- Return prepared by
- MOORE MESSINA WEBB LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 91-1812096 or by the name CALIFORNIA TAX EDUCATION COUNCIL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
The California Tax Education Council, Inc. (CTEC) will continue to establish professional tax education standards, approve tax education providers who comply with these standards and facilitate tax preparer compliance for the benefit of California taxpayers.
Program accomplishments
- The organization has a number of other activities necessary to facilitate its primary goals. These other activities include, among others, review and approval of tax curriculum providers, issuance of certifications, background checks, hearings and appeals, and periodic reporting to the California legislature under a Sunset provision of the California Business and Professional Code, Chapter 14, Tax Preparers, Sections 22250-22259.Expenses $511,344
- The organization conducts a wide variety of far reaching public awareness programs to inform the public of the requirements for unlicensed tax preparers practicing in California, warn of the potential issues of having tax returns prepared by unlicensed preparers, and educate the public on other matters of concern covered under the organization's mission.These programs are delivered in mutiple languages and in multiple formats such as social media advertisements, blog posts, radio, podcast and brochure.Expenses $422,233
- The organization issues certificates to tax preparers meeting minimum education requirements established by California legislation.For the period and tax year ended June 30, 2025, the organization certified over 39,000 individuals.Expenses $413,111
- The organization reimburses the California Franchise Tax Board for the cost of enforcement activities pursuant to the California Revenue and Taxation Code Section 19167.Expenses $313,597
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 91-1812096
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $1,886,586
- Income (IRS master file)
- $2,662,396
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,662,396 | $1,959,413 | $1,886,586 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $2,041,625 | $1,903,113 | $1,134,962 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $1,707,869 | $1,971,617 | $998,688 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 91-1812096).
Questions about CALIFORNIA TAX EDUCATION COUNCIL
- What is the EIN of CALIFORNIA TAX EDUCATION COUNCIL?
- The employer identification number (EIN) of CALIFORNIA TAX EDUCATION COUNCIL is 91-1812096.
- Is CALIFORNIA TAX EDUCATION COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to CALIFORNIA TAX EDUCATION COUNCIL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA TAX EDUCATION COUNCIL 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 CALIFORNIA TAX EDUCATION COUNCIL 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 CALIFORNIA TAX EDUCATION COUNCIL 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 CALIFORNIA TAX EDUCATION COUNCIL?
- The 990 for the year ended June 30, 2025 names Fernando E Angell III CRTP.
- Who are the officers and directors of CALIFORNIA TAX EDUCATION COUNCIL?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA TAX EDUCATION COUNCIL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,662,396, expenses of $1,959,413 and total assets of $1,886,586 at year end.
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All nonprofits in LINCOLN · California · Philanthropy, voluntarism and grantmaking foundations