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California Society Of Enrolled Agents

Group Return

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$167k (2023)

Expenses
$179k (2023)

Total Assets
$705k (2023)

Total Liabilities
$1.68k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$166,896
Expenses
$178,987
Net Income
-$12,091
Net Assets
$703,676
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $165,733
99.3%
Investment Income $223
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $835
0.5%
Other Revenue $105
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $705,353
Total Liabilities $1,677
Net Assets $703,676
Compensation
Key Employees and Officers Compensation Related Other
Jerry Brouwer Ea (President) $0 $0 $0
Riki Donaghy Ea (1st Vp) $0 $0 $0
Michael Cash Ea (Secretary) $0 $0 $0
Rosa Felix Ea (Treasurer) $0 $0 $0
John Blaubach Ea (President) $0 $0 $0
Kim Dickson Ea (President) $0 $0 $0
Paula Mixon Ea (Secretary) $0 $0 $0
Nancy Huapaya Ea (Treasurer) $0 $0 $0
Claudia Stanley Ea Cpa (President) $0 $0 $0
Mark Mongolo Ea (1st Vp) $0 $0 $0
Janice Arnold Ea (Treasurer) $0 $0 $0
Vanessa Brown Ea (Secretary) $0 $0 $0
Cheryl Hernandez Ea (Treasurer) $0 $0 $0
Rose Fulton Ea (Pres And Secr) $0 $0 $0
Mary Ann Turner Ea (Treasurer) $0 $0 $0
Monika Krulic Ea (President) $0 $0 $0
Vic Morel Ea (1st Vp) $0 $0 $0
Sylvia Andrade Ea (Secretary) $0 $0 $0
Ronald Uehle Ea (Treasurer) $0 $0 $0
Pamela Price Ea (President) $0 $0 $0
Manuel Wong Ea (Treasurer) $0 $0 $0
Raven Deerwater Ea Ph D (President) $0 $0 $0
Paul Hedemark Ea (Secretary) $0 $0 $0
Cathryn Laumer Ea (Treasurer) $0 $0 $0
Kenny Tse Ea (1st Vp) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$196,530
Expenses
$158,494
Net Income
$38,036
Net Assets
$715,767
Notable Sources of Revenue Percent of Total Revenue
Contributions $319
0.2%
Program Services $193,637
98.5%
Investment Income $148
0.1%
Bond Proceeds $0
Royalties $30
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,214
0.6%
Other Revenue $1,182
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $725,917
Total Liabilities $10,150
Net Assets $715,767
Compensation
Key Employees and Officers Compensation Related Other
Jerry Brouwer Ea (President) $0 $0 $0
Connie Lorz Ea (1st Vp) $0 $0 $0
Michael Cash Ea (Secretary) $0 $0 $0
Rosa Felix Ea (Treasurer) $0 $0 $0
John Blaubach Ea (President) $0 $0 $0
Ridgway Pope Ea (1st Vp) $0 $0 $0
Paula Mixon Ea (Secretary) $0 $0 $0
Nancy Huapaya Ea (Treasurer) $0 $0 $0
Claudia Stanley Ea Cpa (1st Vp) $0 $0 $0
Vicki Madsen Ea (Secretary) $0 $0 $0
Janice Arnold Ea (Treasurer) $0 $0 $0
Kittie Vicars Ea (President) $0 $0 $0
Cheryl Hernandez Ea (Treasurer) $0 $0 $0
Tracie Hannick Ea (President) $0 $0 $0
Mary Ann Turner Ea (Treasurer) $0 $0 $0
Monika Krulic Ea (President) $0 $0 $0
David Lusk Ea Ntpi Fellow (1st Vp) $0 $0 $0
Alfredo Arce (2nd Vp) $0 $0 $0
Ronald Uehle Ea (Treasurer) $0 $0 $0
Maria Tapang Ea Cfp (President) $0 $0 $0
Manuel Wong Ea (Treasurer) $0 $0 $0
Raven Deerwater Ea Ph D (President) $0 $0 $0
Paul Hedemark Ea (Secretary) $0 $0 $0
Cathryn Laumer Ea (Treasurer) $0 $0 $0
Patricia Kappen Ea (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$140,851
Expenses
$72,950
Net Income
$67,901
Net Assets
$677,731
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $135,833
96.4%
Investment Income $1,767
1.3%
Bond Proceeds $0
Royalties $756
0.5%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,327
1.7%
Other Revenue $168
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $682,916
Total Liabilities $5,185
Net Assets $677,731
Compensation
Key Employees and Officers Compensation Related Other
Jerry Brouwer Ea (President) $0 $0 $0
Connie Lorz Ea (1st Vp) $0 $0 $0
Michael Cash Ea (Secretary) $0 $0 $0
Rosa Felix Ea (Treasurer) $0 $0 $0
John Blaubach Ea (President) $0 $0 $0
Ridgway Pope Ea (1st Vp) $0 $0 $0
Paula Mixon Ea (Secretary) $0 $0 $0
Nancy Huapaya Ea (Treasurer) $0 $0 $0
Claudia Stanley Ea Cpa (1st Vp) $0 $0 $0
Vicki Madsen Ea (Secretary) $0 $0 $0
Janice Arnold Ea (Treasurer) $0 $0 $0
Kittie Vicars Ea (President) $0 $0 $0
Cheryl Hernandez Ea (Treasurer) $0 $0 $0
Tracie Hannick Ea (President) $0 $0 $0
Mary Ann Turner Ea (Treasurer) $0 $0 $0
Monika Krulic Ea (President) $0 $0 $0
David Lusk Ea Ntpi Fellow (1st Vp) $0 $0 $0
Alfredo Arce (2nd Vp) $0 $0 $0
Ronald Uehle Ea (Treasurer) $0 $0 $0
Maria Tapang Ea Cfp (President) $0 $0 $0
Manuel Wong Ea (Treasurer) $0 $0 $0
Raven Deerwater Ea Ph D (President) $0 $0 $0
Paul Hedemark Ea (Secretary) $0 $0 $0
Cathryn Laumer Ea (Treasurer) $0 $0 $0
Patricia Kappen Ea (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$366,419
Expenses
$380,964
Net Income
-$14,545
Net Assets
$609,830
Notable Sources of Revenue Percent of Total Revenue
Contributions $40
0.0%
Program Services $361,893
98.8%
Investment Income $1,418
0.4%
Bond Proceeds $0
Royalties $467
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,827
0.5%
Other Revenue $774
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $623,164
Total Liabilities $13,334
Net Assets $609,830

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$461,058
Expenses
$449,736
Net Income
$11,322
Net Assets
$617,449
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,709
0.4%
Program Services $451,521
97.9%
Investment Income $1,194
0.3%
Bond Proceeds $0
Royalties $608
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,408
0.5%
Other Revenue $3,618
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $686,999
Total Liabilities $69,550
Net Assets $617,449
Compensation
Key Employees and Officers Compensation Related Other
Cynthia A Leachmoore (President) $0 $0 $0
Douglas H Pickford Ea (Immd Past Pres) $0 $0 $0
Joyce E Cheng Ea (1st V President) $0 $0 $0
Susie L Di Maggio Ea (2nd V.P.) $0 $0 $0
Rico J Delodovici Ea (Secretary) $0 $0 $0
Bruce A Miller Ea (Treasurer) $0 $0 $0
Jerry L Brouwer Ea (President) $0 $0 $0
Robert N Carpenter Ea (President) $0 $0 $0
Lynn C Sequeira Ea (President) $0 $0 $0
Paula L Mixon Ea (Secretary) $0 $0 $0
Daniel Thomas Vincent Ea (President) $0 $0 $0
Amber M Morgan Ea (President) $0 $0 $0
Maria M Tapang Ea Cfp (President) $0 $0 $0
Raven Deerwater Ea Phd (President) $0 $0 $0
Miles C Lawerence Ea Esq (President) $0 $0 $0
David Hilliard Ea (President) $0 $0 $0
Barbara L Donovan Ea (President) $0 $0 $0
Jodie Herzig Ea (President) $0 $0 $0
Geoff Plourde Ea Cpa (President) $0 $0 $0
Christopher Patrickde Lorimier (President) $0 $0 $0
Sharyn A Scarrott Ea (President) $0 $0 $0
Andrew Stamatelatos Ea (President) $0 $0 $0
Claudia Stanley Ea Cpa (1st Vp) $0 $0 $0
Michele R Jensen Ea (1st Vp) $0 $0 $0
Ridgway L Pope Ea (1st Vp) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$490,519
Expenses
$484,960
Net Income
$5,559
Net Assets
$610,599
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,849
0.4%
Program Services $481,069
98.1%
Investment Income $619
0.1%
Bond Proceeds $0
Royalties $1,472
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,214
0.5%
Other Revenue $3,296
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $657,147
Total Liabilities $46,548
Net Assets $610,599

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$409,042
Expenses
$448,072
Net Income
-$39,030
Net Assets
$605,033
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,065
0.3%
Program Services $404,948
99.0%
Investment Income $971
0.2%
Bond Proceeds $0
Royalties $585
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,473
0.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $636,762
Total Liabilities $31,729
Net Assets $605,033

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$506,041
Expenses
$534,203
Net Income
-$28,162
Net Assets
$644,063
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,507
0.3%
Program Services $499,930
98.8%
Investment Income $842
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,792
0.4%
Other Revenue $1,970
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $672,828
Total Liabilities $28,765
Net Assets $644,063
Compensation
Key Employees and Officers Compensation Related Other
Douglas Pickford (President) $0 $0 $0
Victoria Charvez (1st Vice Pres) $0 $0 $0
Cynthia Leachmoore (2nd Vice Pres) $0 $0 $0
Joyce E Cheng (Secretary) $0 $0 $0
John A Kristianson (Treasurer) $0 $0 $0
Patricia M Kappen (Past President) $0 $0 $0
Suzan Ali (President) $0 $0 $0
Laura Sue Young (President) $0 $0 $0
Kittie Vicars (President) $0 $0 $0
Bart Ketterling (President) $0 $0 $0
Rex Cerro (President) $0 $0 $0
Gloria J Williams (President) $0 $0 $0
Antonia Enriquiz (President) $0 $0 $0
Richard W Ogg (President) $0 $0 $0
Miles C Lawerence (President) $0 $0 $0
Sherri L Battle (President) $0 $0 $0
Roger Garay (President) $0 $0 $0
Jeremy D Streeter (President) $0 $0 $0
Donna Aquirre (President) $0 $0 $0
Phil Correia (President) $0 $0 $0
Gregory D Cash (President) $0 $0 $0
Melinda M Bossard (1st Vp) $0 $0 $0
Claudia Stanley (1st Vp) $0 $0 $0
John Ozanich (1st Vp) $0 $0 $0
Ridgway L Pope (1st Vp) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$581,715
Expenses
$551,445
Net Income
$30,270
Net Assets
$672,225
Notable Sources of Revenue Percent of Total Revenue
Contributions $202
0.0%
Program Services $579,180
99.6%
Investment Income $399
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,934
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $726,327
Total Liabilities $54,102
Net Assets $672,225

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$585,239
Expenses
$565,385
Net Income
$19,854
Net Assets
$641,955
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,761
0.3%
Program Services $579,611
99.0%
Investment Income $518
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,349
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $684,798
Total Liabilities $42,843
Net Assets $641,955

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$617,481
Expenses
$603,123
Net Income
$14,358
Net Assets
$622,101
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $613,571
99.4%
Investment Income $667
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $3,243
0.5%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $654,123
Total Liabilities $32,022
Net Assets $622,101

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$868,059
Expenses
$809,331
Net Income
$58,728
Net Assets
$787,610
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $859,590
99.0%
Investment Income $1,408
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $7,061
0.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $828,938
Total Liabilities $41,328
Net Assets $787,610

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$792,239
Expenses
$741,045
Net Income
$51,194
Net Assets
$736,708
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $783,813
98.9%
Investment Income $2,318
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $6,108
0.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $797,395
Total Liabilities $60,687
Net Assets $736,708

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

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