California Society Of Enrolled Agents Inc
- Assets
- $598.1k
- Revenue
- $1.2m
- Investments
- $0.0
- Employees
- 8
- Location
- Sacramento, CA
- Founding
- 04/1989
- Data as of
- 06/2022
- EIN
- 94-2419171
Organization Overview
California Society Of Enrolled Agents Inc is located in Sacramento, CA. The organization was established in 1989. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, under the broad grouping of Community Improvement & Capacity Building and related organizations. As of 06/2022, California Society Of Enrolled Agents Inc employed 8 individuals. This organization is a parent organization of an affiliated group for tax-exemption purposes. California Society Of Enrolled Agents Inc 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 Inc generated $1.2m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (2.7%) each year. All expenses for the organization totaled $1.2m during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (3.2%) per year over the past 7 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
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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.
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Leslie Cain Executive Dir. | Officer | 40 | $146,360 |
David Hilliard EA 1st VP | OfficerTrustee | 10 | $0 |
Ron Uehle EA Treasurer | OfficerTrustee | 2 | $0 |
Riki Donaghy EA Director | Trustee | 2 | $0 |
Susan Dimaggio EA Past President | OfficerTrustee | 5 | $0 |
Bruce A Miller EA President | OfficerTrustee | 20 | $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 | $43,902 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $43,902 |
| Total Program Service Revenue | $1,158,495 |
| Investment income | $81 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $4,054 |
| 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 | $473 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,215,953 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| 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. | $159,365 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $392,321 |
| Pension plan accruals and contributions | $11,852 |
| Other employee benefits | $51,465 |
| Payroll taxes | $44,539 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $1,587 |
| Fees for services: Accounting | $6,000 |
| Fees for services: Lobbying | $37,880 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $43,346 |
| Advertising and promotion | $3,028 |
| Office expenses | $60,503 |
| Information technology | $82,736 |
| Royalties | $0 |
| Occupancy | $28,767 |
| Travel | $9,232 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $192,946 |
| Interest | $3,880 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $25,594 |
| Insurance | $11,932 |
| All other expenses | $0 |
| Total functional expenses | $1,187,577 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $137,827 |
| Savings and temporary cash investments | $215,800 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $2,168 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $3,628 |
| Prepaid expenses and deferred charges | $9,907 |
| Net Land, buildings, and equipment | $228,773 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $598,103 |
| Accounts payable and accrued expenses | $218,548 |
| Grants payable | $0 |
| Deferred revenue | $185,089 |
| 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 | $96,349 |
| Other liabilities | $0 |
| Total liabilities | $499,986 |
| Net assets without donor restrictions | $98,117 |
| Net assets with donor restrictions | $0 |
| 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 | $598,103 |