NonprofitsCalifornia Society Of Enrolled Agents

California Society Of Enrolled Agents

RNCHO CORDOVA, CA

Total revenue

$164K

Total expenses

$203K

Net assets

$665K

Grants received

EIN

943084545

Tax year

2023

Mission

Provide professional education to enrolled agents and tax practitioners and provide programs which promote the practice of enrolled agents.

Programs

1 program

The 18 Chapters of CSEA collectively provide services for approximately 1,925 members. The Chapters conduct educational events that serve both members and non-members. These events are offered both in-person and on-line.

Financials

FY 2023

Revenue

Contributions & grants$314
Program service revenue$160K
Investment income$3K
Other revenue$1K
Total revenue$164K

Expenses

Grants paid$18K
Salaries & benefits
Fundraising
Other expenses$185K
Total expenses$203K
Total assets$667K
Net assets$665K

People

50 listed

NameRoleCompensation

Connie Lorz EA

President

Board

5 hrs/wk

Riki Donaghy EA

1st VP

Board

5 hrs/wk

Michael Cash EA

Secretary

Board

5 hrs/wk

Timothy Flavin EA

Treasurer

Board

5 hrs/wk

John Blaubach EA

President

Board

5 hrs/wk

Kittie Vicars EA

President

Board

5 hrs/wk

Paula Mixon EA

Secretary

Board

5 hrs/wk

Nancy Huapaya EA

Treasurer

Board

5 hrs/wk

Claudia Stanley EA CPA

President

Board

5 hrs/wk

Mark Mongolo EA

1st VP

Board

5 hrs/wk

Janice Arnold EA

Treasurer

Board

5 hrs/wk

Vanessa Brown EA

Secretary

Board

5 hrs/wk

Cheryl Hernandez EA

Treasurer

Board

5 hrs/wk

Rose Fulton EA

President

Board

5 hrs/wk

Mary Ann Turner EA

Treasurer

Board

5 hrs/wk

Andy Rosales EA

President

Board

5 hrs/wk

Ray Wellman EA

1st VP

Board

5 hrs/wk

Sylvia Andrade EA

Secretary

Board

5 hrs/wk

Jacqueline Kincaid EA

Treasurer

Board

5 hrs/wk

Antonia Enriquez EA

President

Board

5 hrs/wk

Manuel Wong EA

Treasurer

Board

5 hrs/wk

Paul Hedemark EA

Secretary

Board

5 hrs/wk

Cathryn Laumer EA

Treasurer

Board

5 hrs/wk

Kenny Tse EA

1st VP

Board

5 hrs/wk

John Wade Bogren EA

President

Board

5 hrs/wk

Kathleen Larsen EA

Secretary

Board

5 hrs/wk

Miles Lawrence EA

President

Board

5 hrs/wk

Nancy Dixon EA

Treasurer

Board

5 hrs/wk

Kimberly MellingerCheng EA

President

Board

5 hrs/wk

David Shashoua EA

Secretary

Board

5 hrs/wk

Nancy Navarro-Walker

Treasurer

Board

5 hrs/wk

Stephanie Matticks EA

1st VP

Board

5 hrs/wk

Selina Steele EA

1st VP

Board

5 hrs/wk

Jennifer Coats EA

President

Board

5 hrs/wk

Anna Waynshtain EA

1st VP

Board

5 hrs/wk

Alfonso Bundoc EA

1st VP

Board

5 hrs/wk

Larry Gurewitz EA

Treasurer

Board

5 hrs/wk

Melanie Johnson EA

Secretary

Board

5 hrs/wk

Nichole Ralls EA

President

Board

5 hrs/wk

Lynwood Ford EA

President

Board

5 hrs/wk

Vicki Madsen EA

Secretary

Board

5 hrs/wk

Jeannette Kelbaugh EA

Secretary

Board

5 hrs/wk

Marjorie Quiroz EA

Treasurer

Board

5 hrs/wk

David McKay EA

1st VP

Board

5 hrs/wk

Jennene Baxley EA

Secretary

Board

5 hrs/wk

Mary Philippsen EA

Treasurer

Board

5 hrs/wk

Carol Thomas EA

President

Board

5 hrs/wk

Barry Johnson EA

1st VP

Board

5 hrs/wk

Donna Aguirre EA

Secretary

Board

5 hrs/wk

Luz Orozco EA

Treasurer

Board

5 hrs/wk

Details

EIN943084545
Subsection06
Ruling date1989-04
Employees0
Volunteers120
CALIFORNIA SOCIETY OF ENROLLED AGENTS — Mission, Financials & Grants Received | Grantivo