NonprofitsCalifornia Society Of Enrolled Agents Inc

Community Improvement & Capacity Building

California Society Of Enrolled Agents Inc

RNCHO CORDOVA, CA

Total revenue

$1.3M

Total expenses

$1.6M

Net assets

Grants received

$72K

3 grants

EIN

942419171

Tax year

2023

Mission

The mission of the California Society of Enrolled Agents is to empower, engage, and advocate for California Enrolled Agents. CSEA is the innovative influence and dynamic voice for taxation in California.

Programs

2 programs

This program encompasses a range of services for 2,020 members and 18 local chapters. The organization's technology platform includes an online forum where members discuss tax problems, a weekly newsletter recapping the latest tax news, a tax research service, and a website that provides a range of content to assist members in their tax practices. This program also includes support of the local chapter volunteers who administer chapter activities.

Expenses: $245K

This program provides liaison and advocacy activities with state and federal tax agencies; outreach to legislators at the state level; communication to members regarding all matters affecting their profession and practices, utilizing a variety of digital methods. It also includes events that give members direct access to the directors of state tax agencies and legislators who serve on revenue and taxation committees.

Expenses: $67K

Financials

FY 2023

Revenue

Contributions & grants$52K
Program service revenue$1.3M
Investment income
Other revenue$7K
Total revenue$1.3M

Expenses

Grants paid
Salaries & benefits$693K
Fundraising
Other expenses$916K
Total expenses$1.6M
Total assets$512K
Net assets

People

25 listed

NameRoleCompensation

Leslie Cain

Executive Dir.

Board

$146K

40 hrs/wk

David Hilliard EA

President

Board

20 hrs/wk

Peter Gonzalez EA

Director

Board

2 hrs/wk

Riki Donaghy EA

Director

Board

2 hrs/wk

Bruce A Miller EA

Past President

Board

5 hrs/wk

Theresa Gordon EA

1st VP

Board

10 hrs/wk

Connie Lorz EA

Director

Board

2 hrs/wk

Sandra Danioth-Jones EA

Director

Board

2 hrs/wk

Jennifer WettemannEA

2nd VP

Board

5 hrs/wk

Louis Avalos EA

Director

Board

2 hrs/wk

Nichole Ralls EA

Secretary

Board

2 hrs/wk

J Stevan Kemp EA

Director

Board

2 hrs/wk

Lynwood Woody Ford EA

Treasurer

Board

2 hrs/wk

John Ozanich EA

Director

Board

2 hrs/wk

Geoff Plourde EA

Director

Board

2 hrs/wk

John Blaubach EA

Director

Board

2 hrs/wk

Greg Crofton EA

Director

Board

2 hrs/wk

Jamie Gibson EA

Director

Board

2 hrs/wk

Rose Fulton

Director

Board

2 hrs/wk

Chris Housh EA

Director

Board

2 hrs/wk

Dawn Powers EA

Director

Board

2 hrs/wk

Kenny Tse EA

Director

Board

2 hrs/wk

Colin Ford EA

Director

Board

2 hrs/wk

David McKay EA

Director

Board

2 hrs/wk

Stephanie Matticks EA

Director

Board

2 hrs/wk

Grants received

Showing 3 of 3

FromAmountPurposeYear
$18K
Legislative & EA promotion
2023
$30K
Legislative, EA promotion, 3M
2022
$24K
Legislative, EA promotion, 3M
2021

Funded by

$72K from 1 funder · 3 grants · 2021–2023

California Society of Enrolled Agents

$72K · 3 grants · 2021–2023

Details

EIN942419171
NTEE codeS41
Subsection06
Ruling date1989-04
Formed1977
Employees9
Volunteers75
CALIFORNIA SOCIETY OF ENROLLED AGENTS INC — Mission, Financials & Grants Received | Grantivo