Program areas at California Society of Enrolled Agents
Education - The 3-day tax seminar was once again held in-person the last month of the fiscal year and was also offered on-line to those members/non-members unable to attend in person. This year, due to its hybrid offerings, the associated expenses were higher than in previous years. The conference served 401 in-person and 457 on-line tax professionals, the majority of which were members. The organization also offered tax webinars throughout the year. Average webinar attendance is 50 people, almost all of whom are members.
Advocacy - 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.
Member Services - This program encompasses a range of services for 2,200 members and 19 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.
Who funds California Society of Enrolled Agents
Grants from foundations and other nonprofits
Personnel at California Society of Enrolled Agents
Name | Title | Compensation | Date of data |
---|
Leslie Cain | Executive Director | $146,360 | 2023-05-05 |
Kim Mellinger-Cheng | Secretary / Director | $0 | 2022-06-30 |
Theresa Gordon | Second Vice President / Secretary | $0 | 2022-06-30 |
Ron Uehle | Treasurer | $0 | 2022-06-30 |
Susan Dimaggio | Past President / President / Secretary / Director | $0 | 2022-06-30 |
...and 12 more key personnel |
Financials for California Society of Enrolled Agents
Revenues | FYE 06/2022 | FYE 06/2021 | % Change |
---|
Total grants, contributions, etc. | $43,902 | $32,341 | 35.7% |
Program services | $1,158,495 | $1,103,557 | 5% |
Investment income and dividends | $81 | $152 | -46.7% |
Tax-exempt bond proceeds | $0 | $0 | - |
Royalty revenue | $4,054 | $5,127 | -20.9% |
Net rental income | $0 | $0 | - |
Net gain from sale of non-inventory assets | $0 | $0 | - |
Net income from fundraising events | $0 | $0 | - |
Net income from gaming activities | $0 | $0 | - |
Net income from sales of inventory | $473 | $352 | 34.4% |
Miscellaneous revenues | $8,948 | $2,505 | 257.2% |
Total revenues | $1,215,953 | $1,144,034 | 6.3% |
Organizations like California Society of Enrolled Agents
Organization | Type | Location | Revenue |
---|
Kentucky Society of Certified Public Accountants | 501(c)(6) | Louisville, KY | $2,512,628 |
American Academy of Environmental Engineers and Scientists | 501(c)(6) | Annapolis, MD | $577,357 |
Tennessee Society of Certified Public Accountants | 501(c)(6) | Brentwood, TN | $3,240,812 |
New Jersey Society of Certified Public Accountants (NJSCPA) | 501(c)(6) | Roseland, NJ | $5,439,506 |
Wisconsin Chiropractic Association (WCA) | 501(c)(6) | Madison, WI | $1,038,379 |
National Employment Lawyers Association | 501(c)(6) | Concord, CA | $1,419,349 |
Colorado Optometric Association (COA) | 501(c)(6) | Denver, CO | $1,142,448 |
National Education Association of New Mexico (NEANM) | 501(c)(6) | Santa Fe, NM | $3,405,604 |
Arkansas Pharmacist Association (APA) | 501(c)(6) | Little Rock, AR | $1,550,084 |
California Physical Therapy Association (CPTA) | 501(c)(6) | Sacramento, CA | $1,993,103 |
Data update history
July 3, 2023
Updated personnel
Identified 5 new personnel
May 12, 2023
Updated personnel
Identified 17 new personnel
April 13, 2022
Updated personnel
Identified 4 new personnel
April 9, 2022
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
EducationBusiness and industry
Characteristics
MembershipsPolitical advocacyState / local levelCommunity engagement / volunteering
General information
- Address
- 3200 Ramos Cir
- Sacramento, CA 95827
- Metro area
- Sacramento-Roseville-Folsom, CA
- County
- Sacramento County, CA
- Website URL
- csea.org//Â
- Phone
- (916) 366-6646
- Facebook page
- CaSocietyEAÂ
- Twitter profile
- @casocietyeaÂ
IRS details
- EIN
- 94-2419171
- Fiscal year end
- June
- Taxreturn type
- Form 990
- Year formed
- 1977
- Eligible to receive tax-deductible contributions (Pub 78)
- No
Categorization
- NTEE code, primary
- S41: Promotion of Business
- NAICS code, primary
- 813920: Professional Associations
- Parent/child status
- Parent of group exemption
- Central organization
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