Nonprofit · EIN 94-2419171
CALIFORNIA SOCIETY OF ENROLLED AGENTS INC
Tax-exempt · RNCHO CORDOVA, CA 95741
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,877,473 | $1,487,865 | $389,608 | $994,841 | $807,085 | $187,756 |
| June 30, 2024 | 990 | $1,342,680 | $1,608,907 | -$266,227 | $512,182 | $714,034 | -$201,852 |
| June 30, 2023 | 990 | $1,284,825 | $1,318,567 | -$33,742 | $757,479 | $693,104 | $64,375 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $116,065
- Program service revenue
- $1,352,752
- Investment income
- $401,265
- Royalties
- $6,357
- Net gain from sales of assets
- $397,665
- Net income from sales of inventory
- $700
- Other revenue
- $7,391
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $174,842
- Other salaries and wages
- $420,057
- Salaries, compensation and benefits (total)
- $713,056
- Professional fundraising fees
- $0
- Legal fees
- $2,010
- Accounting fees
- $6,500
- Occupancy
- $33,193
- Travel
- $16,487
- Depreciation
- $11,327
Balance sheet and other
- Total assets, start of year
- $512,182
- Total assets, end of year
- $994,841
- Total liabilities, end of year
- $807,085
- Net assets, end of year
- $187,756
- Land, buildings and equipment
- $21,899
- Net assets without donor restrictions
- $187,756
- Gross unrelated business income
- $8,550
- Gross receipts
- $2,073,316
- Employees
- 12
- Volunteers
- 75
- Year formed
- 1977
- 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 | Other / benefits |
|---|---|---|---|---|
| Leslie Cain | Executive Dir. Officer | 40 | $143,280 | $19,498 |
| David Hilliard EA | Past President Trustee or director, Officer | 5 | $0 | $0 |
| Peter Gonzalez EA | Director Trustee or director | 2 | $0 | $0 |
| Riki Donaghy EA | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Jay Lang EA | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Theresa Gordon EA | President Trustee or director, Officer | 20 | $0 | $0 |
| Connie Lorz EA | Director Trustee or director | 2 | $0 | $0 |
| Sandra Danioth-Jones EA | Director Trustee or director | 2 | $0 | $0 |
| Louis Avalos EA | Director Trustee or director | 2 | $0 | $0 |
| Nichole Ralls EA | 2nd VP Trustee or director, Officer | 5 | $0 | $0 |
| Carol Thomas EA | Director Trustee or director | 2 | $0 | $0 |
| John Ozanich EA | Director Trustee or director | 2 | $0 | $0 |
| Geoff Plourde EA | 1st VP Trustee or director, Officer | 10 | $0 | $0 |
| John Blaubach EA | Director Trustee or director | 2 | $0 | $0 |
| Greg Crofton EA | Director Trustee or director | 2 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Coats EA | Director Trustee or director | 2 | $0 |
| Lea Garrity EA | Director Trustee or director | 2 | $0 |
| Chris Housh EA | Director Trustee or director | 2 | $0 |
| Dawn Powers EA | Director Trustee or director | 2 | $0 |
| Kenny Tse EA | Director Trustee or director | 2 | $0 |
| Colin Ford EA | Director Trustee or director | 2 | $0 |
| Claudia Stanley EA | Director Trustee or director | 2 | $0 |
| Stephanie Matticks EA | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Leslie Cain | Executive Dir. Officer | 40 | $146,472 | $18,642 |
| David Hilliard EA | President Trustee or director, Officer | 20 | $0 | $0 |
| Peter Gonzalez EA | Director Trustee or director | 2 | $0 | $0 |
| Riki Donaghy EA | Director Trustee or director | 2 | $0 | $0 |
| Bruce A Miller EA | Past President Trustee or director, Officer | 5 | $0 | $0 |
| Theresa Gordon EA | 1st VP Trustee or director, Officer | 10 | $0 | $0 |
| Connie Lorz EA | Director Trustee or director | 2 | $0 | $0 |
| Sandra Danioth-Jones EA | Director Trustee or director | 2 | $0 | $0 |
| Jennifer WettemannEA | 2nd VP Trustee or director, Officer | 5 | $0 | $0 |
| Louis Avalos EA | Director Trustee or director | 2 | $0 | $0 |
| Nichole Ralls EA | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| J Stevan Kemp EA | Director Trustee or director | 2 | $0 | $0 |
| Lynwood Woody Ford EA | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| John Ozanich EA | Director Trustee or director | 2 | $0 | $0 |
| Geoff Plourde EA | Director Trustee or director | 2 | $0 | $0 |
| John Blaubach EA | Director Trustee or director | 2 | $0 | $0 |
| Greg Crofton EA | Director Trustee or director | 2 | $0 | $0 |
| Jamie Gibson EA | Director Trustee or director | 2 | $0 | $0 |
| Rose Fulton | Director Trustee or director | 2 | $0 | $0 |
| Chris Housh EA | Director Trustee or director | 2 | $0 | $0 |
| Dawn Powers EA | Director Trustee or director | 2 | $0 | $0 |
| Kenny Tse EA | Director Trustee or director | 2 | $0 | $0 |
| Colin Ford EA | Director Trustee or director | 2 | $0 | $0 |
| David McKay EA | Director Trustee or director | 2 | $0 | $0 |
| Stephanie Matticks EA | Director Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Leslie Cain | Executive Dir. Officer | 40 | $143,712 | $17,502 |
| David Hilliard EA | President Trustee or director, Officer | 20 | $0 | $0 |
| Riki Donaghy EA | Director Trustee or director | 2 | $0 | $0 |
| Bruce A Miller EA | Past President Trustee or director, Officer | 5 | $0 | $0 |
| Theresa Gordon EA | 1st VP Trustee or director, Officer | 10 | $0 | $0 |
| Connie Lorz EA | Director Trustee or director | 2 | $0 | $0 |
| Sandra Danioth-Jones EA | Director Trustee or director | 2 | $0 | $0 |
| Jennifer WettemannEA | 2nd VP Trustee or director, Officer | 5 | $0 | $0 |
| Louis Avalos EA | Director Trustee or director | 2 | $0 | $0 |
| Jun Watanabe EA | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| J Stevan Kemp EA | Director Trustee or director | 2 | $0 | $0 |
| Lynwood Woody Ford EA | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| John Ozanich EA | Director Trustee or director | 2 | $0 | $0 |
| Geoff Plourde EA | Director Trustee or director | 2 | $0 | $0 |
| John Blaubach EA | Director Trustee or director | 2 | $0 | $0 |
| Sharon Hinchman EA | Director Trustee or director | 2 | $0 | $0 |
| Alma Guenther EA | Director Trustee or director | 2 | $0 | $0 |
| Jeff Johnston EA | Director Trustee or director | 2 | $0 | $0 |
| Chris Housh EA | Director Trustee or director | 2 | $0 | $0 |
| Dawn Powers EA | Director Trustee or director | 2 | $0 | $0 |
| Kenny Tse EA | Director Trustee or director | 2 | $0 | $0 |
| Colin Ford EA | Director Trustee or director | 2 | $0 | $0 |
| David McKay EA | Director Trustee or director | 2 | $0 | $0 |
| Terrence Scanlan EA | Director Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 129, RNCHO CORDOVA, CA 95741-0129
- In care of
- % LESLIE CAIN
- Principal officer (990 for 2024)
- Leslie Cain, PO Box 129, Rancho Cordova, CA 95741
- Signed the 990
- Leslie Cain, Executive Director
- Phone
- (916) 366-6646
- Website
- www.csea.org
- Return prepared by
- John Waddell & Co CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2419171 or by the name CALIFORNIA SOCIETY OF ENROLLED AGENTS INC.
- 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 mission of the California Society of Enrolled Agents is to empower, engage, and advocate for California Enrolled Agents. CSEA is the innovative influence and dynamic voice for taxation in California.
Program accomplishments
- The Education Program includes a 3-day tax seminar held during the last month of the fiscal year as a hybrid event (in-person and on line). The conference served 331 in-person and 291 on-line tax professionals, the majority of which were members. The organization offered two courses for people entering the profession: 1) an EA exam preparation course which was held over a 14-week period and had 44 attendees, and 2) a Basic Tax course which was held over a 10-week period and had 46 attendees. The organization also offered courses to advance knowledge of California taxation (167 attendees), federal tax law updates related to the One Big Beautiful Bill Act (500 attendees), and instructional courses for business, individual and trust taxation (79 attendees).Expenses $529,842
- The Member Services Program encompasses a range of services for 2,000 members and 17 local chapters. The organization's technology platform provides 1) an on line message forum where members discuss tax problems, 2) on line discussion forums in round table format, 3) a weekly newsletter recapping the latest tax news, 4) a tax research service, and 5) a website that provides a range of content to assist members in their tax practices. This program expense includes support of the local chapter volunteers who administer chapter activities.Expenses $243,183
- The Advocacy Program provides representation, liaison, and advocacy activities with state and federal tax agencies; outreach to legislators at the state level; and communication to members regarding all matters affecting their profession and practices, utilizing a variety of digital methods. This program includes events that give members direct access to the directors of state tax agencies and legislators who serve on revenue and taxation committees.Expenses $63,766
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
- 94-2419171
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Group exemption
- 4101 (17 member organizations)
- Assets (IRS master file)
- $994,841
- Income (IRS master file)
- $2,073,316
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,877,473 | $1,487,865 | $994,841 | IRS |
| 990 | June 2024 | $1,342,680 | $1,608,907 | $512,182 | IRS |
| 990 | June 2023 | $1,284,825 | $1,318,567 | $757,479 | XML |
| 990 | June 2022 | $1,215,953 | $1,187,577 | $598,103 | IRS |
| 990 | June 2021 | $1,144,034 | $986,737 | $642,422 | 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 94-2419171).
Questions about CALIFORNIA SOCIETY OF ENROLLED AGENTS INC
- What is the EIN of CALIFORNIA SOCIETY OF ENROLLED AGENTS INC?
- The employer identification number (EIN) of CALIFORNIA SOCIETY OF ENROLLED AGENTS INC is 94-2419171.
- Is CALIFORNIA SOCIETY OF ENROLLED AGENTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1989.
- Are donations to CALIFORNIA SOCIETY OF ENROLLED AGENTS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA SOCIETY OF ENROLLED AGENTS INC 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 SOCIETY OF ENROLLED AGENTS INC 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 SOCIETY OF ENROLLED AGENTS INC 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 SOCIETY OF ENROLLED AGENTS INC?
- The 990 for the year ended June 30, 2025 names Leslie Cain.
- Who are the officers and directors of CALIFORNIA SOCIETY OF ENROLLED AGENTS INC?
- The 990 for the year ended June 30, 2025 lists 23 people; 1 received compensation from the organization, the highest $143,280 (Leslie Cain, Executive Dir.).
- How much revenue does CALIFORNIA SOCIETY OF ENROLLED AGENTS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,877,473, expenses of $1,487,865 and total assets of $994,841 at year end.
Organizations in its group exemption (17)
- CALIFORNIA SOCIETY OF ENROLLED AGENTS EIN 94-3084545 · RNCHO CORDOVA, CA · last filed 990 for 2025
- CALIFORNIA SOCIETY OF ENROLLED AGENTS EIN 94-3096200 · RNCHO CORDOVA, CA
- CALIFORNIA SOCIETY OF ENROLLED AGENTS EIN 33-0357559 · RNCHO CORDOVA, CA
- CALIFORNIA SOCIETY OF ENROLLED AGENTS EIN 33-0357535 · RNCHO CORDOVA, CA
Other nonprofits in RNCHO CORDOVA
- CORDOVA COMMUNITY COUNCILFOUNDATION EIN 20-8488524 · last filed 990 for 2024
- RANCHO CORDOVA TRAVEL AND TOURISM CORPORATION EIN 27-4663529 · last filed 990 for 2024
- ENVIROCERT INTERNATIONAL INC EIN 26-1439262 · last filed 990 for 2024
- RANCHO CORDOVA CHAMBER OF COMMERCE EIN 94-2221905 · last filed 990 for 2024
- ROTARY CLUB OF RANCHO CORDOVA EIN 94-6107862 · last filed 990-EZ for 2025
- SACRAMENTO DEVELOPER COLLECTIVE EIN 83-2998909 · last filed 990-EZ for 2024
- THE RANCHO CORDOVA CHAMBER OF COMMERCE FOUNDATION EIN 46-3888129 · last filed 990-N for 2023
- SLEEPNATION EIN 39-4110026 · last filed 990-N for 2025
All nonprofits in RNCHO CORDOVA · California · Community improvement and capacity building