Nonprofit · EIN 94-3084545
CALIFORNIA SOCIETY OF ENROLLED AGENTS
Also known as GROUP RETURN
Tax-exempt · RNCHO CORDOVA, CA 95741
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $191,330 | $257,394 | -$66,064 | $604,956 | $6,355 | $598,601 |
| June 30, 2024 | 990 | $164,444 | $203,455 | -$39,011 | $666,666 | $2,001 | $664,665 |
| June 30, 2023 | 990 | $166,896 | $178,987 | -$12,091 | $705,353 | $1,677 | $703,676 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $183,817
- Investment income
- $5,541
- Net income from sales of inventory
- $1,427
- Other revenue
- $1,972
Expenses
- Grants and similar amounts paid
- $62,005
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $8,333
Balance sheet and other
- Total assets, start of year
- $666,666
- Total assets, end of year
- $604,956
- Total liabilities, end of year
- $6,355
- Net assets, end of year
- $598,601
- Net assets without donor restrictions
- $503,462
- Net assets with donor restrictions
- $95,139
- Gross unrelated business income
- $600
- Gross receipts
- $199,184
- Employees
- 0
- Volunteers
- 120
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 |
|---|---|---|---|
| Connie Lorz EA | President Trustee or director, Officer | 5 | $0 |
| Riki Donaghy EA | President Trustee or director, Officer | 5 | $0 |
| Michael Cash EA | Secretary Trustee or director, Officer | 5 | $0 |
| Timothy Flavin EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Annette M Streeter EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Kittie Vicars EA | President Trustee or director, Officer | 5 | $0 |
| Paula Mixon EA | Secretary Trustee or director, Officer | 5 | $0 |
| Nancy Huapaya EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Monika K Krulic EA | Secretary Trustee or director, Officer | 5 | $0 |
| Mark Mongolo EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Janice Arnold EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Vanessa Brown EA | Secretary Trustee or director, Officer | 5 | $0 |
| Cheryl Ann Hernandez EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Jun Watanabe EA | President Trustee or director, Officer | 5 | $0 |
| Mary Ann Turner EA | Treasurer Trustee or director, Officer | 5 | $0 |
35 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andy Rosales EA | President Trustee or director, Officer | 5 | $0 |
| Raven Deerwater EA PhD | President Trustee or director, Officer | 5 | $0 |
| Fred Douglas Stein CPA EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Jacqueline Kincaid EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Manuel Wong EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Paul Hedemark EA | Secretary Trustee or director, Officer | 5 | $0 |
| Cathryn Laumer EA | Treasurer Trustee or director, Officer | 5 | $0 |
| John Wade Bogren EA | President Trustee or director, Officer | 5 | $0 |
| Kathleen Larsen EA | Secretary Trustee or director, Officer | 5 | $0 |
| Miles Lawrence EA | President Trustee or director, Officer | 5 | $0 |
| Nancy Dixon EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Kimberly MellingerCheng EA | President Trustee or director, Officer | 5 | $0 |
| David Shashoua EA | Secretary Trustee or director, Officer | 5 | $0 |
| Nancy Navarro-Walker | Treasurer Trustee or director, Officer | 5 | $0 |
| Stephanie Matticks EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Selina Steele EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Anita Monrroy CPA EA | President Trustee or director, Officer | 5 | $0 |
| Betty Chemnitz | Secretary Trustee or director, Officer | 5 | $0 |
| Alfonso U Bundoc Jr EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Larry Gurewitz EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Melanie A Johnson EA | Secretary Trustee or director, Officer | 5 | $0 |
| Melinda Thompson EA | Secretary Trustee or director, Officer | 5 | $0 |
| Lynwood Ford EA | President Trustee or director, Officer | 5 | $0 |
| Vicki K Madsen EA | Secretary Trustee or director, Officer | 5 | $0 |
| Jeannette Kelbaugh EA | Secretary Trustee or director, Officer | 5 | $0 |
| Marjorie G Quiroz EA | Treasurer Trustee or director, Officer | 5 | $0 |
| David A McKay EA | President Trustee or director, Officer | 5 | $0 |
| Ish Dalal EA | Secretary Trustee or director, Officer | 5 | $0 |
| Mary F Philippsen EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Diana Lynn Davis EA | Secretary Trustee or director, Officer | 5 | $0 |
| Barry Johnson EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Donna M Aguirre EA | President Trustee or director, Officer | 5 | $0 |
| Rosie Luz Orozco EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Jodie Herzig EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Leslie Cain | Executive Dir. Officer | 5 | $0 |
990 for the year ended June 30, 2024: 52 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Connie Lorz EA | President Trustee or director, Officer | 5 | $0 |
| Riki Donaghy EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Michael Cash EA | Secretary Trustee or director, Officer | 5 | $0 |
| Timothy Flavin EA | Treasurer Trustee or director, Officer | 5 | $0 |
| John Blaubach EA | President Trustee or director, Officer | 5 | $0 |
| Kittie Vicars EA | President Trustee or director, Officer | 5 | $0 |
| Paula Mixon EA | Secretary Trustee or director, Officer | 5 | $0 |
| Nancy Huapaya EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Claudia Stanley EA CPA | President Trustee or director, Officer | 5 | $0 |
| Mark Mongolo EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Janice Arnold EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Vanessa Brown EA | Secretary Trustee or director, Officer | 5 | $0 |
| Cheryl Hernandez EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Rose Fulton EA | President Trustee or director, Officer | 5 | $0 |
| Mary Ann Turner EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Andy Rosales EA | President Trustee or director, Officer | 5 | $0 |
| Ray Wellman EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Sylvia Andrade EA | Secretary Trustee or director, Officer | 5 | $0 |
| Jacqueline Kincaid EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Antonia Enriquez EA | President Trustee or director, Officer | 5 | $0 |
| Manuel Wong EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Paul Hedemark EA | Secretary Trustee or director, Officer | 5 | $0 |
| Cathryn Laumer EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Kenny Tse EA | 1st VP Trustee or director, Officer | 5 | $0 |
| John Wade Bogren EA | President Trustee or director, Officer | 5 | $0 |
| Kathleen Larsen EA | Secretary Trustee or director, Officer | 5 | $0 |
| Miles Lawrence EA | President Trustee or director, Officer | 5 | $0 |
| Nancy Dixon EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Kimberly MellingerCheng EA | President Trustee or director, Officer | 5 | $0 |
| David Shashoua EA | Secretary Trustee or director, Officer | 5 | $0 |
| Nancy Navarro-Walker | Treasurer Trustee or director, Officer | 5 | $0 |
| Stephanie Matticks EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Selina Steele EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Jennifer Coats EA | President Trustee or director, Officer | 5 | $0 |
| Anna Waynshtain EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Alfonso Bundoc EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Larry Gurewitz EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Melanie Johnson EA | Secretary Trustee or director, Officer | 5 | $0 |
| Nichole Ralls EA | President Trustee or director, Officer | 5 | $0 |
| Lynwood Ford EA | President Trustee or director, Officer | 5 | $0 |
| Vicki Madsen EA | Secretary Trustee or director, Officer | 5 | $0 |
| Jeannette Kelbaugh EA | Secretary Trustee or director, Officer | 5 | $0 |
| Marjorie Quiroz EA | Treasurer Trustee or director, Officer | 5 | $0 |
| David McKay EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Jennene Baxley EA | Secretary Trustee or director, Officer | 5 | $0 |
| Mary Philippsen EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Carol Thomas EA | President Trustee or director, Officer | 5 | $0 |
| Barry Johnson EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Donna Aguirre EA | Secretary Trustee or director, Officer | 5 | $0 |
| Luz Orozco EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Jodie Herzig EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Leslie Cain | Executive Dir. Officer | 5 | $0 |
990 for the year ended June 30, 2023: 52 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jerry Brouwer EA | President Trustee or director, Officer | 5 | $0 |
| Riki Donaghy EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Michael Cash EA | Secretary Trustee or director, Officer | 5 | $0 |
| Rosa Felix EA | Treasurer Trustee or director, Officer | 5 | $0 |
| John Blaubach EA | President Trustee or director, Officer | 5 | $0 |
| Kim Dickson EA | President Trustee or director, Officer | 5 | $0 |
| Paula Mixon EA | Secretary Trustee or director, Officer | 5 | $0 |
| Nancy Huapaya EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Claudia Stanley EA CPA | President Trustee or director, Officer | 5 | $0 |
| Mark Mongolo EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Janice Arnold EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Vanessa Brown EA | Secretary Trustee or director, Officer | 5 | $0 |
| Cheryl Hernandez EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Rose Fulton EA | Pres and Secr Trustee or director, Officer | 5 | $0 |
| Mary Ann Turner EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Monika Krulic EA | President Trustee or director, Officer | 5 | $0 |
| Vic Morel EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Sylvia Andrade EA | Secretary Trustee or director, Officer | 5 | $0 |
| Ronald Uehle EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Pamela Price EA | President Trustee or director, Officer | 5 | $0 |
| Manuel Wong EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Raven Deerwater EA PhD | President Trustee or director, Officer | 5 | $0 |
| Paul Hedemark EA | Secretary Trustee or director, Officer | 5 | $0 |
| Cathryn Laumer EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Kenny Tse EA | 1st VP Trustee or director, Officer | 5 | $0 |
| William Stewart EAFellow | 1st VP Trustee or director, Officer | 5 | $0 |
| Kathleen Larsen EA | Secretary Trustee or director, Officer | 5 | $0 |
| Miles Lawrence EA Esq | President Trustee or director, Officer | 5 | $0 |
| Nancy Dixon EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Kimberly MellingerCheng | President Trustee or director, Officer | 5 | $0 |
| Marilyn Ratliff EA | Secretary Trustee or director, Officer | 5 | $0 |
| Nancy Navarro-Walker | Treasurer Trustee or director, Officer | 5 | $0 |
| Stephanie Matticks EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Selina Steele EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Jennifer Coats EA | President Trustee or director, Officer | 5 | $0 |
| Anna Waynshtain EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Daniel Ball EA MBA | Secretary Trustee or director, Officer | 5 | $0 |
| Larry Gurewitz EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Melanie Johnson EA | Secretary Trustee or director, Officer | 5 | $0 |
| Barbara Tackett EA | President Trustee or director, Officer | 5 | $0 |
| Alma Guenther EA | President Trustee or director, Officer | 5 | $0 |
| Ellen Wulf EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Lynwood Ford EA | President Trustee or director, Officer | 5 | $0 |
| Marjorie Quiroz EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Nichole Ralls EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Randy Roth EA | Secretary Trustee or director, Officer | 5 | $0 |
| Mary Philippsen EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Carol Thomas EA | President Trustee or director, Officer | 5 | $0 |
| Barry Johnson EA | 1st VP Trustee or director, Officer | 5 | $0 |
| Donna Aguirre EA | Secretary Trustee or director, Officer | 5 | $0 |
| Luz Orozco EA | Treasurer Trustee or director, Officer | 5 | $0 |
| Leslie Cain | Executive Dir. Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 129, RNCHO CORDOVA, CA 95741-0129
- 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
- Return prepared by
- John Waddell & Co CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3084545 or by the name CALIFORNIA SOCIETY OF ENROLLED AGENTS.
- 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
Provide professional education to enrolled agents and tax practitioners and provide programs which promote the practice of enrolled agents.
Program accomplishments
- The Chapters hold monthly meetings, which provide networking opportunities for approximately 1,273 attendees, most of whom are members. Non-member tax professionals also attend these meetings.
- The 17 Chapters of CSEA collectively provide services for approximately 2,000 members. The Chapters conduct tax education seminars that serve both members and non-members. These events are offered both in-person and on-line.
What it must file and when
IRS records say it files Group return. Included in a group return filed by its parent. 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
- 94-3084545
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Group return
- Group exemption
- 4101: CALIFORNIA SOCIETY OF ENROLLED AGENTS INC
- Assets (IRS master file)
- $604,956
- Income (IRS master file)
- $199,184
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $191,330 | $257,394 | $604,956 | IRS |
| 990 | June 2024 | $164,444 | $203,455 | $666,666 | IRS |
| 990 | June 2023 | $166,896 | $178,987 | $705,353 | XML |
| 990 | June 2022 | $196,530 | $158,494 | $725,917 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 94-3084545).
Questions about CALIFORNIA SOCIETY OF ENROLLED AGENTS
- What is the EIN of CALIFORNIA SOCIETY OF ENROLLED AGENTS?
- The employer identification number (EIN) of CALIFORNIA SOCIETY OF ENROLLED AGENTS is 94-3084545.
- Is CALIFORNIA SOCIETY OF ENROLLED AGENTS 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 tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA SOCIETY OF ENROLLED AGENTS file?
- Form Group return. Included in a group return filed by its parent.
- When is the next return of CALIFORNIA SOCIETY OF ENROLLED AGENTS 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 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?
- The 990 for the year ended June 30, 2025 names Leslie Cain.
- Who are the officers and directors of CALIFORNIA SOCIETY OF ENROLLED AGENTS?
- The 990 for the year ended June 30, 2025 lists 50 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA SOCIETY OF ENROLLED AGENTS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $191,330, expenses of $257,394 and total assets of $604,956 at year end.
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- TURNING POINT COMMUNITY PROGRAMS EIN 94-2609766 · last filed 990 for 2025
- CREDIT UNIONS IN THE STATE OF CALIFORNIA EIN 94-1289802 · last filed 990 for 2025
- VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAM EIN 52-7325750 · last filed 990 for 2024
- WECA APPRENTICESHIP AND TRAINING TR EIN 68-0278247 · last filed 990 for 2025
- WECA HEALTH AND WELFARE TRUST EIN 68-0451534 · last filed 990 for 2025
- WESTERN ELECTRICAL CONTRACTORS ASSOCIATION INC EIN 94-0453910 · last filed 990 for 2025
- WESTERN IDENTIFICATION NETWORK EIN 68-0193782 · last filed 990 for 2026