Nonprofit · EIN 95-3585298
SOUTHERN CALIFORNIA ASSOCIATION FOR FINANCIAL PROFESSIONALS INC
Also known as TREASURY ASSOCIATION OF SOUTHERN CA
Tax-exempt · BURBANK, CA 91504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $94,385 | $65,893 | $28,492 | $31,484 | – | $31,484 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Program service revenue
- $94,385
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $19,036
- Printing, publications and postage
- $975
- Other expenses
- $45,882
Balance sheet and other
- Total assets, start of year
- $2,992
- Total assets, end of year
- $31,484
- Total liabilities, end of year
- –
- Net assets, end of year
- $31,484
- Cash, savings and investments
- $31,484
- Gross receipts
- $94,385
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Zoya Lieberman | Co-President | 2 | $0 |
| Jena Booker | Co-President | 2 | $0 |
| Meredith Oldorf | Treasurer | 4 | $0 |
| Rosemary Hoppens | Secretary | 2 | $0 |
| Randy Rosen | Director | 2 | $0 |
| Randy Gehres | Director | 2 | $0 |
| Monica Cooper | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2717 N BUENA VISTA ST, BURBANK, CA 91504-2623
- Mailing address (990-N for 2023)
- 2717 North Buena Vista Street, Burbank CA 91504
- Principal officer (990-N for 2023)
- Meredith Oldorf, 2717 North Buena Vista Street, Burbank CA 91504
- Signed the 990-EZ
- Meredith Oldorf, Treasurer
- Website
- www.socalafp.net
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3585298 or by the name SOUTHERN CALIFORNIA ASSOCIATION FOR FINANCIAL PROFESSIONALS 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
Professional Education
Program accomplishments
- The SoCal AFP provides up to date educational information for the treasury and corporate finance function at banks and corporate companies through our annual conference called the SoCal EXPO. The EXPO has 100+ attendees.
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-N on file |
IRS record
- EIN
- 95-3585298
- 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
- Assets (IRS master file)
- $31,484
- Income (IRS master file)
- $94,385
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $94,385 | $65,893 | $31,484 | XML |
| 990-N for 2023 Officer: Meredith Oldorf | June 30, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2022 Officer: Janine Nichols | June 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Janine Nichols | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Janine Nichols | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 95-3585298).
Questions about SOUTHERN CALIFORNIA ASSOCIATION FOR FINANCIAL PROFESSIONALS INC
- What is the EIN of SOUTHERN CALIFORNIA ASSOCIATION FOR FINANCIAL PROFESSIONALS INC?
- The employer identification number (EIN) of SOUTHERN CALIFORNIA ASSOCIATION FOR FINANCIAL PROFESSIONALS INC is 95-3585298.
- Is SOUTHERN CALIFORNIA ASSOCIATION FOR FINANCIAL PROFESSIONALS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1989.
- Are donations to SOUTHERN CALIFORNIA ASSOCIATION FOR FINANCIAL PROFESSIONALS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHERN CALIFORNIA ASSOCIATION FOR FINANCIAL PROFESSIONALS 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 SOUTHERN CALIFORNIA ASSOCIATION FOR FINANCIAL PROFESSIONALS 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 SOUTHERN CALIFORNIA ASSOCIATION FOR FINANCIAL PROFESSIONALS INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of SOUTHERN CALIFORNIA ASSOCIATION FOR FINANCIAL PROFESSIONALS INC?
- The 990-N for 2023 names Meredith Oldorf.
- Who are the officers and directors of SOUTHERN CALIFORNIA ASSOCIATION FOR FINANCIAL PROFESSIONALS INC?
- The 990-EZ for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does SOUTHERN CALIFORNIA ASSOCIATION FOR FINANCIAL PROFESSIONALS INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $94,385, expenses of $65,893 and total assets of $31,484 at year end.
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