EIN 94-2419171

California Society of Enrolled Agents

IRS 501(c) type
501(c)(6)
Num. employees
8
Year formed
1977
Most recent tax filings
2022-06-01
NTEE code, primary
Description
California Society of Enrolled Agents empowers, engages, and advocates for California Enrolled Agents. It serves as the innovative influence and dynamic voice for taxation in California. The 3-day tax seminar was recently held in-person and offered online to those who could not attend. Member services include an online forum where members discuss tax problems, a weekly newsletter summarizing the latest tax news, and numerous education programs across its 19 local chapters.
Related structure
California Society of Enrolled Agents is a parent organization to a group of 18 other organizations.
Total revenues
$1,215,953
2022
Total expenses
$1,187,577
2022
Total assets
$598,103
2022
Num. employees
8
2022

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
GrantmakerDescriptionAmount
California Society of Enrolled Agents Group ReturnLegislative, Ea Promotion, 3M$24,350

Personnel at California Society of Enrolled Agents

NameTitleCompensation
Leslie CainExecutive Director$146,360
Kim Mellinger-ChengSecretary / Director$0
Theresa GordonSecond Vice President / Secretary$0
Ron UehleTreasurer$0
Susan DimaggioPast President / President / Secretary / Director$0
...and 12 more key personnel

Financials for California Society of Enrolled Agents

RevenuesFYE 06/2022
Total grants, contributions, etc.$43,902
Program services$1,158,495
Investment income and dividends$81
Tax-exempt bond proceeds$0
Royalty revenue$4,054
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$473
Miscellaneous revenues$8,948
Total revenues$1,215,953

Form 990s for California Society of Enrolled Agents

Fiscal year endingDate received by IRSFormPDF link
2022-062023-05-05990View PDF
2021-062022-05-12990View PDF
2020-062021-05-11990View PDF
2019-062020-10-05990View PDF
2018-062019-11-04990View PDF
...and 8 more Form 990s
Data update history
July 3, 2023
Updated personnel
Identified 5 new personnel
May 20, 2023
Received grants
Identified 1 new grant, including a grant for $8,500 from California Society of Enrolled Agents Group Return
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// 
Phone
(916) 366-6646
Facebook page
CaSocietyEA 
Twitter profile
@casocietyea 
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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