California Society Of Enrolled Agents
- Assets
- $725.9k
- Revenue
- $196.5k
- Investments
- $0.0
- Employees
- 0
- Location
- Sacramento, CA
- Founding
- 04/1989
- Data as of
- 06/2022
- EIN
- 94-3084545
Organization Overview
California Society Of Enrolled Agents is located in Sacramento, CA. The organization was established in 1989. According to its NTEE Classification (S46) the organization is classified as: Boards of Trade, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. California Society Of Enrolled Agents is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2022, California Society Of Enrolled Agents generated $196.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (17.2%) each year. All expenses for the organization totaled $158.5k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (21.6%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDE PROFESSIONAL EDUCATION TO ENROLLED AGENTS AND TAX PRACTITIONERS AND PROVIDE PROGRAMS WHICH PROMOTE THE PRACTICE OF ENROLLED AGENTS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE CHAPTERS HOLD MONTHLY MEETINGS, WHICH PROVIDE NETWORKING OPPORTUNITIES FOR APPROXIMATELY 2,200 MEMBERS. NON-MEMBER TAX PROFESSIONALS ALSO ATTEND THESE MEETINGS.
THE 19 CHAPTERS OF CSEA COLLECTIVELY PROVIDE SERVICES FOR 2,200 MEMBERS. THE CHAPTERS CONDUCT EDUCATIONAL EVENTS THAT SERVE BOTH MEMBERS AND NON-MEMBERS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jerry Brouwer EA President | OfficerTrustee | 5 | $0 |
Connie Lorz EA 1st VP | OfficerTrustee | 5 | $0 |
Michael Cash EA Secretary | OfficerTrustee | 5 | $0 |
Rosa Felix EA Treasurer | OfficerTrustee | 5 | $0 |
John Blaubach EA President | OfficerTrustee | 5 | $0 |
Ridgway Pope EA 1st VP | OfficerTrustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $319 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $319 |
| Total Program Service Revenue | $193,637 |
| Investment income | $148 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $30 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $1,214 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $196,530 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $24,350 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $1,356 |
| Office expenses | $12,706 |
| Information technology | $13,849 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $1,632 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $101,988 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $158,494 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $380,019 |
| Savings and temporary cash investments | $319,286 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $17,584 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $5,004 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $4,024 |
| Total assets | $725,917 |
| Accounts payable and accrued expenses | $7,105 |
| Grants payable | $0 |
| Deferred revenue | $3,045 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $10,150 |
| Net assets without donor restrictions | $688,280 |
| Net assets with donor restrictions | $27,487 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $725,917 |