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California Society Of Municipal Finance Officers

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
$1.92M (2023)

Expenses
$2M (2023)

Total Assets
$2.57M (2023)

Total Liabilities
$1.7M (2023)

Source: Form 990 tax filings from 2010 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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,916,970
Expenses
$1,998,139
Net Income
-$81,169
Net Assets
$872,217
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,548,992
80.8%
Investment Income $38,060
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $329,918
17.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $77,769
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,570,408
Total Liabilities $1,698,191
Net Assets $872,217
Compensation
Key Employees and Officers Compensation Related Other
Jean Rousseau (Executive Dir.) $77,769 $0 $0
Stephanie Reimer (Director) $0 $0 $0
Craig Boyer (Director) $0 $0 $0
Dennis Kauffman (Director) $0 $0 $0
Ernie Reyna (Director) $0 $0 $0
Karla Romero (Director) $0 $0 $0
Amber Johnson (Director) $0 $0 $0
Richard Lee (President) $0 $0 $0
Marcus Pimentel (Director) $0 $0 $0
Jason Al Lmam (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,717,581
Expenses
$1,898,614
Net Income
-$181,033
Net Assets
$953,386
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,396,369
81.3%
Investment Income -$6,052
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $327,264
19.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $73,560
3.9%
Assets/Debt
Total Assets $1,904,112
Total Liabilities $950,726
Net Assets $953,386
Compensation
Key Employees and Officers Compensation Related Other
Stephanie Reimer (Director) $0 $0 $0
Craig Boyer (Director) $0 $0 $0
Dennis Kauffman (Director) $0 $0 $0
Stephen Parker (Director) $0 $0 $0
Karla Romero (Director) $0 $0 $0
Grace Castaneda (Director) $0 $0 $0
Marcus Pimentel (Director) $0 $0 $0
Scott Catlett (President) $0 $0 $0
Richard Lee (Director) $0 $0 $0
Jean Rousseau (Executive Dir.) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,015,942
Expenses
$766,320
Net Income
$249,622
Net Assets
$1,134,419
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,200
0.4%
Program Services $778,314
76.6%
Investment Income $5,398
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $228,030
22.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,999,644
Total Liabilities $865,225
Net Assets $1,134,419
Compensation
Key Employees and Officers Compensation Related Other
Will Fuentes (Director) $0 $0 $0
Ernie Reyna (Director) $0 $0 $0
Craig Boyer (Director) $0 $0 $0
Steve Heide (President) $0 $0 $0
Stephen Parker (Director) $0 $0 $0
Karla Romero (Director) $0 $0 $0
Grace Castaneda (Director) $0 $0 $0
Marcus Pimentel (Vice President) $0 $0 $0
Scott Catlett (Secretary) $0 $0 $0
Melissa Manchester (Director) $0 $0 $0
Jean Rousseau (Executive Dir.) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,855,081
Expenses
$1,772,598
Net Income
$82,483
Net Assets
$884,797
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,591
0.4%
Program Services $1,689,880
91.1%
Investment Income $10,338
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $148,272
8.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,131,749
Total Liabilities $246,952
Net Assets $884,797
Compensation
Key Employees and Officers Compensation Related Other
Will Fuentes (Director) $0 $0 $0
Ernie Reyna (Director) $0 $0 $0
Carrie Guarino (Director) $0 $0 $0
Steve Heide (President) $0 $0 $0
Stephen Parker (Director) $0 $0 $0
Richard Lee (Director) $0 $0 $0
Grace Castaneda (Director) $0 $0 $0
Marcus Pimentel (Vice President) $0 $0 $0
Margaret Moggia (Vice President) $0 $0 $0
Melissa Manchester (Executive Dir.) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,697,912
Expenses
$1,797,574
Net Income
-$99,662
Net Assets
$802,314
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,406,206
82.8%
Investment Income $19,794
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $271,912
16.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,171,117
Total Liabilities $1,368,803
Net Assets $802,314
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Will Fuentes (Director) $0 $0 $0
Ernie Reyna (Director) $0 $0 $0
Carrie Guarino (Director) $0 $0 $0
Steve Heide (Vice President) $0 $0 $0
Jennifer Wakeman (Director) $0 $0 $0
Richard Lee (Director) $0 $0 $0
Scott Catlett (Director) $0 $0 $0
Joan Michaels Aguilar (President) $0 $0 $0
Margaret Moggia (Vice President) $0 $0 $0
Melissa Manchester (Executive Dir.) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,526,932
Expenses
$1,527,933
Net Income
-$1,001
Net Assets
$901,976
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,233,015
80.8%
Investment Income $26,041
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $267,876
17.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,983,529
Total Liabilities $1,081,553
Net Assets $901,976
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Drew Corbett (Director) $0 $0 $0
Carrie Corder (Director) $0 $0 $0
Karan Reid (Director) $0 $0 $0
Steve Heide (Director) $0 $0 $0
Jennifer Wakeman (Director) $0 $0 $0
Richard Lee (Director) $0 $0 $0
Scott Catlett (Director) $0 $0 $0
Joan Michaels Aguilar (Director) $0 $0 $0
Margaret Moggia (President) $0 $0 $0
Melissa Manchester (Executive Dir.) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,453,935
Expenses
$1,368,963
Net Income
$84,972
Net Assets
$902,977
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,905
0.1%
Program Services $1,160,130
79.8%
Investment Income $7,549
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $284,351
19.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,585,217
Total Liabilities $682,240
Net Assets $902,977
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Drew Corbett (President) $0 $0 $0
John Adams (Past President) $0 $0 $0
Brent Mason (Director) $0 $0 $0
Karan Reid (Director) $0 $0 $0
Steve Heide (Director) $0 $0 $0
Jennifer Wakeman (Director) $0 $0 $0
Jimmy Forbis (Director) $0 $0 $0
Scott Catlett (Director) $0 $0 $0
Margaret Moggia (President Elect) $0 $0 $0
Melissa Dixon (Executive Direc) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,468,706
Expenses
$1,458,676
Net Income
$10,030
Net Assets
$818,005
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,886
0.1%
Program Services $1,204,964
82.0%
Investment Income $4,121
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $257,735
17.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,547,390
Total Liabilities $729,385
Net Assets $818,005
Compensation
Key Employees and Officers Compensation Related Other
Drew Corbett (President Elect) $0 $0 $0
Jesse Takahashi (Past President) $0 $0 $0
John Adams (President) $0 $0 $0
Brent Mason (Director) $0 $0 $0
Karan Reid (Director) $0 $0 $0
Marcus Pimentel (Director) $0 $0 $0
Chu Thai (Director) $0 $0 $0
Jimmy Forbis (Director) $0 $0 $0
David Cain (Director) $0 $0 $0
Melissa Dixon (Executive Direc) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,196,440
Expenses
$1,085,069
Net Income
$111,371
Net Assets
$807,976
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $994,965
83.2%
Investment Income $1,601
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $199,874
16.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,283,137
Total Liabilities $475,161
Net Assets $807,976
Compensation
Key Employees and Officers Compensation Related Other
Pamela Arends King (Past President) $0 $0 $0
Jesse Takahashi (President) $0 $0 $0
John Adams (President Elect) $0 $0 $0
Margaret Moggia (Director) $0 $0 $0
Joan Michaels Aguilar (Director) $0 $0 $0
Brent Mason (Director) $0 $0 $0
Karan Reid (Director) $0 $0 $0
Barbara Boswell (Director) $0 $0 $0
Marcus Pimentel (Director) $0 $0 $0
Melissa Dixon (Executive Direc) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,084,537
Expenses
$950,169
Net Income
$134,368
Net Assets
$696,604
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,168
1.2%
Program Services $912,107
84.1%
Investment Income $480
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $158,782
14.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,128,913
Total Liabilities $432,309
Net Assets $696,604
Compensation
Key Employees and Officers Compensation Related Other
Pamela Arends King (President) $0 $0 $0
Jesse Takahashi (President Elect) $0 $0 $0
Pauline Marx (Past President) $0 $0 $0
Margaret Moggia (Director) $0 $0 $0
Joan Michaels (Director) $0 $0 $0
Drew Corbett (Director) $0 $0 $0
Terri Willoughby (Director) $0 $0 $0
Barbara Boswell (Director) $0 $0 $0
Marcus Pimentel (Director) $0 $0 $0
Melissa Dixon (Executive Direc) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$975,975
Expenses
$833,991
Net Income
$141,984
Net Assets
$562,236
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,141
1.7%
Program Services $846,045
86.7%
Investment Income $718
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $113,071
11.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $911,887
Total Liabilities $349,651
Net Assets $562,236
Compensation
Key Employees and Officers Compensation Related Other
Margaret Moggia (Director) $0 $0 $0
Barbara Boswell (Director) $0 $0 $0
Joan Michaels Aguilar (Director) $0 $0 $0
Marcus Pimentel (Director) $0 $0 $0
Drew Corbett (Director) $0 $0 $0
Terri Willoughby (Director) $0 $0 $0
Pamela Arends King (President) $0 $0 $0
Laura Nomura (Immediate Pa) $0 $0 $0
Pauline Marx (Past Preside) $0 $0 $0
Melissa Dixon (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$913,478
Expenses
$801,876
Net Income
$111,602
Net Assets
$420,252
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,561
1.4%
Program Services $804,475
88.1%
Investment Income $974
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $95,468
10.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $761,675
Total Liabilities $341,423
Net Assets $420,252

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$773,764
Expenses
$694,365
Net Income
$79,399
Net Assets
$308,650
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,100
1.3%
Program Services $682,969
88.3%
Investment Income $1,197
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $79,498
10.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $670,304
Total Liabilities $361,654
Net Assets $308,650

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$820,850
Expenses
$825,160
Net Income
-$4,310
Net Assets
$229,251
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $747,880
91.1%
Investment Income $1,421
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $71,549
8.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $498,976
Total Liabilities $269,725
Net Assets $229,251

Document Links

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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

Fiscal Year Ending Dec.
2003

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 Dec.
2002

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 Dec.
2001

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.

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