Nonprofit · EIN 95-2427994
CALIFORNIA SOCIETY OF TAX CONSULTANTS
Tax-exempt · MANHATTAN BCH, CA 90267
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990 | $459,428 | $432,514 | $26,914 | $586,851 | $12,824 | $574,027 |
| June 30, 2023 | 990 | $515,426 | $632,395 | -$116,969 | $579,990 | $33,507 | $546,483 |
Financial details: 990 for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $145,468
- Membership dues
- $145,468
- Program service revenue
- $313,784
- Investment income
- $176
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,016
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $3,663
- Occupancy
- $7,945
- Travel
- $1,300
- Program services (functional)
- $209,140
- Management and general (functional)
- $223,374
Balance sheet and other
- Total assets, start of year
- $579,990
- Total assets, end of year
- $586,851
- Total liabilities, end of year
- $12,824
- Net assets, end of year
- $574,027
- Net assets without donor restrictions
- $574,027
- Gross receipts
- $459,428
- Employees
- 0
- Volunteers
- 100
- Year formed
- 1966
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Linda Dong | President Officer | 5 | $0 |
| Shannon Hall | 1st Vice President Officer | 5 | $0 |
| Michael Darany | 2nd Vice President Officer | 5 | $0 |
| Paula Broderick | Secretary Officer | 1 | $0 |
| Claudia Stanley | Treasurer Officer | 5 | $0 |
| Karen DeVaney | Director Region 1 Trustee or director | 1 | $0 |
| David Knutson | Director Region 2 Trustee or director | 1 | $0 |
| Tamaki Okamoto | Director Region 2 Trustee or director | 1 | $0 |
| Lisa Cruz | Director Region 3 Trustee or director | 1 | $0 |
| Cherie Jones | Director Region 3 Trustee or director | 1 | $0 |
| Hasani James | Director Region 4 Trustee or director | 1 | $0 |
| Heather Santineau | Director Region 4 Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Linda Dong | President Officer | 5 | $0 |
| Shannon Hall | 1st Vice President Officer | 5 | $0 |
| Michael Darany | 2nd Vice President Officer | 5 | $0 |
| Paula Broderick | Secretary Officer | 1 | $0 |
| Claudia Stanley | Treasurer Officer | 5 | $0 |
| Karen DeVaney | Director Region 1 Trustee or director | 1 | $0 |
| David Knutson | Director Region 2 Trustee or director | 1 | $0 |
| Tamaki Okamoto | Director Region 2 Trustee or director | 1 | $0 |
| Lisa Cruz | Director Region 3 Trustee or director | 1 | $0 |
| Cherie Jones | Director Region 3 Trustee or director | 1 | $0 |
| Hasani James | Director Region 4 Trustee or director | 1 | $0 |
| Heather Santineau | Director Region 4 Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 10, MANHATTAN BCH, CA 90267-0010
- In care of
- % CLAUDIA STANLEY
- Principal officer (990 for 2023)
- Peter Cullen, 18952 MacArthur Blvd Ste 100, Irvine, CA 92612
- Signed the 990
- Peter Cullen, Treasurer
- Phone
- (559) 439-0197
- Return prepared by
- C STANLEY CPA & ASSOCIATES
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2427994 or by the name CALIFORNIA SOCIETY OF TAX CONSULTANTS.
- 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
Education of income tax preparers. This is an industry trade group.
Program accomplishments
- Summer Symposium - annual 3-day live education event providing forum for members and nonmembers to further their knowledge in various areas of taxation and to network with other attendees.Expenses $49,763 · revenue $114,856
- Online self-study programs and society webinars. Programs are conducted virtually and open to members and nonmembers.Expenses $6,230 · revenue $17,102
- Chapter education events - educational meetings hosted in regional areas either in-person or virtually on tax topics relevant to local attendees. Events are open to members and nonmembers.Expenses $124,145 · revenue $143,747
- Other educational program activities and materials distributed to members.Expenses $29,002
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 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-2427994
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $586,851
- Income (IRS master file)
- $459,428
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2024 | $459,428 | $432,514 | $586,851 | XML |
| 990 | June 2023 | $515,426 | $632,395 | $579,990 | XML |
| 990 | June 2022 | $528,197 | $417,107 | $687,737 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 95-2427994).
Questions about CALIFORNIA SOCIETY OF TAX CONSULTANTS
- What is the EIN of CALIFORNIA SOCIETY OF TAX CONSULTANTS?
- The employer identification number (EIN) of CALIFORNIA SOCIETY OF TAX CONSULTANTS is 95-2427994.
- Is CALIFORNIA SOCIETY OF TAX CONSULTANTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1966.
- Are donations to CALIFORNIA SOCIETY OF TAX CONSULTANTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA SOCIETY OF TAX CONSULTANTS 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 TAX CONSULTANTS 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 TAX CONSULTANTS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2024.
- Who is the principal officer of CALIFORNIA SOCIETY OF TAX CONSULTANTS?
- The 990 for the year ended June 30, 2024 names Peter Cullen.
- Who are the officers and directors of CALIFORNIA SOCIETY OF TAX CONSULTANTS?
- The 990 for the year ended June 30, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA SOCIETY OF TAX CONSULTANTS have?
- On its 990 for the year ended June 30, 2024 it reported revenue of $459,428, expenses of $432,514 and total assets of $586,851 at year end.
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