Nonprofit · EIN 94-3320648
CALIFORNIA MORTAGE ASSOCIATION
Tax-exempt · SACRAMENTO, CA 95833
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $627,329 | $585,618 | $41,711 | $771,192 | $132,177 | $639,015 |
| June 30, 2024 | 990 | $534,917 | $515,539 | $19,378 | $659,859 | $62,555 | $597,304 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $329,144
- Investment income
- $284,385
- Other revenue
- $13,800
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
- $51,996
- Accounting fees
- $1,300
Balance sheet and other
- Total assets, start of year
- $659,859
- Total assets, end of year
- $771,192
- Total liabilities, end of year
- $132,177
- Net assets, end of year
- $639,015
- Net assets without donor restrictions
- $639,015
- Gross unrelated business income
- $13,800
- Gross receipts
- $627,329
- Employees
- 0
- Volunteers
- 43
- Year formed
- 1999
- 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 |
|---|---|---|---|
| BRADLEY LADDUSAW | President Trustee or director, Officer | 2 | $0 |
| LORI RANDICH | Vice President Trustee or director, Officer | 2 | $0 |
| BROCK VANDENBERG | Secretary Trustee or director, Officer | 2 | $0 |
| STEPHEN REXRODE | Director Trustee or director | 2 | $0 |
| SHAFIQ TAYMUREE | PAST PRESIDENT Trustee or director | 2 | $0 |
| ROBERT AUSTIN | Director Trustee or director | 1 | $0 |
| CHRIS BOULTER | Director Trustee or director | 1 | $0 |
| MARK FORBES | Director Trustee or director | 1 | $0 |
| DAVID HERZER | Director Trustee or director | 1 | $0 |
| ELIZABETH KNIGHT | Director Trustee or director | 1 | $0 |
| JOFFREY LONG | Director Trustee or director | 1 | $0 |
| SANDY MACDOUGALL | Director Trustee or director | 1 | $0 |
| ODELL MURRY | Director Trustee or director | 1 | $0 |
| MICHELLE RODRIGUEZ | Treasurer Trustee or director, Officer | 1 | $0 |
| RICHARD SELZER | Director Trustee or director | 1 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAM SOSA | Director Trustee or director | 1 | $0 |
| DANE VALADAO | Director Trustee or director | 1 | $0 |
| RICHARD WACHTER | Director Trustee or director | 1 | $0 |
| TERESA EXCINIA | Executive Dir. Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHAFIQ TAYUREE | President Trustee or director, Officer | 2 | $0 |
| BRADLEY LADDUSAW | Vice President Trustee or director, Officer | 2 | $0 |
| ODELL MURRY | Secretary Trustee or director, Officer | 2 | $0 |
| MARK FORBES | Director Trustee or director | 2 | $0 |
| ELIZABETH KNIGHT | PAST PRESIDENT Trustee or director | 2 | $0 |
| DAVID HERZER | Director Trustee or director | 1 | $0 |
| STEPHEN REXRODE | Director Trustee or director | 1 | $0 |
| JOFFREY LONG | Director Trustee or director | 1 | $0 |
| MICHELLE RODRIGUEZ | Director Trustee or director | 1 | $0 |
| SANDY MACDOUGALL | Director Trustee or director | 1 | $0 |
| RICHARD SELZER | Director Trustee or director | 1 | $0 |
| LORI RANDICH | Director Trustee or director | 1 | $0 |
| RICHARD WACHTER | Director Trustee or director | 1 | $0 |
| PAM SOSA | Treasurer Trustee or director, Officer | 1 | $0 |
| ROBERT AUSTIN | Director Trustee or director | 1 | $0 |
| STEVE BELLEVILLE | Director Trustee or director | 1 | $0 |
| MARK FORBES | Director Trustee or director | 1 | $0 |
| CHRIS BOULTER | Director Trustee or director | 1 | $0 |
| GLENN GOLDAN | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2750 GATEWAY OAKS DR STE 310, SACRAMENTO, CA 95833-3658
- In care of
- % BILL WATSON
- Signed the 990
- Teresa Excinia, Executive Director
- Phone
- (916) 239-4065
- Return prepared by
- Shaw Accountancy Corporation
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3320648 or by the name CALIFORNIA MORTAGE ASSOCIATION.
- 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
To provide education and association for like-minded businesses in California
Program accomplishments
- Provide three educational conferences for membership. Distribute publication and monitor the California Legislature to keep members informed about the industry.
- The Association distributes a quarterly publication and monitors the California Legislature to keep members informed about the industry and legislative activities impacting the industry
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
- 94-3320648
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $771,192
- Income (IRS master file)
- $627,329
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $627,329 | $585,618 | $771,192 | IRS |
| 990 | June 2024 | $534,917 | $515,539 | $659,859 | XML |
| 990 | June 2023 | $586,439 | $640,799 | $678,174 | IRS |
| 990 | June 2022 | $539,179 | $636,900 | $730,429 | IRS |
| 990 | 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 94-3320648).
Questions about CALIFORNIA MORTAGE ASSOCIATION
- What is the EIN of CALIFORNIA MORTAGE ASSOCIATION?
- The employer identification number (EIN) of CALIFORNIA MORTAGE ASSOCIATION is 94-3320648.
- Is CALIFORNIA MORTAGE ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2001.
- Are donations to CALIFORNIA MORTAGE ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA MORTAGE ASSOCIATION 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 MORTAGE ASSOCIATION 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 MORTAGE ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of CALIFORNIA MORTAGE ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA MORTAGE ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $627,329, expenses of $585,618 and total assets of $771,192 at year end.
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All nonprofits in SACRAMENTO · California · Community improvement and capacity building