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California Financial Services Association

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
$313k (2023)

Expenses
$330k (2023)

Total Assets
$311k (2023)

Total Liabilities
$0 (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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$312,536
Expenses
$330,004
Net Income
-$17,468
Net Assets
$310,802
Notable Sources of Revenue Percent of Total Revenue
Contributions $301,962
96.6%
Program Services $0
Investment Income $10,574
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
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 $310,802
Total Liabilities $0
Net Assets $310,802
Compensation
Key Employees and Officers Compensation Related Other
Ezra Garrett (Chair) $0 $0 $0
Ashley Gonzalez (Vice Chair) $0 $0 $0
Steve Christensen (Secretary Treasurer) $0 $0 $0
David Foreman (Director) $0 $0 $0
Elizabeth Hammond (Chair) $0 $0 $0
David Korn (Director) $0 $0 $0
Jeff Mortis (Director) $0 $0 $0
Mike Skjonsby (Director) $0 $0 $0
Tom Rickard (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$340,788
Expenses
$346,470
Net Income
-$5,682
Net Assets
$328,270
Notable Sources of Revenue Percent of Total Revenue
Contributions $340,772
100.0%
Program Services $0
Investment Income $16
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
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 $328,270
Total Liabilities $0
Net Assets $328,270
Compensation
Key Employees and Officers Compensation Related Other
Ezra Garrett (Chair) $0 $0 $0
Ashley Gonzalez (Vice Chair) $0 $0 $0
Steve Christensen (Secretary Treasurer) $0 $0 $0
David Foreman (Director) $0 $0 $0
Elizabeth Hammond (Chair) $0 $0 $0
David Korn (Director) $0 $0 $0
Jeff Mortis (Director) $0 $0 $0
Mike Skjonsby (Director) $0 $0 $0
Tom Rickard (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$237,470
Expenses
$279,228
Net Income
-$41,758
Net Assets
$333,959
Notable Sources of Revenue Percent of Total Revenue
Contributions $237,456
100.0%
Program Services $0
Investment Income $14
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
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 $333,959
Total Liabilities $0
Net Assets $333,959
Compensation
Key Employees and Officers Compensation Related Other
David Foreman (Chair) $0 $0 $0
Steve Coronado (1 St Vice Chair) $0 $0 $0
Geneve Villacres (Director) $0 $0 $0
Allan Sweet (Secretary/Teasurer) $0 $0 $0
Michael Skjonsby (Director) $0 $0 $0
Jeff Moris (Director) $0 $0 $0
Jeff Snyder (Director) $0 $0 $0
Peter Brightbill (Director) $0 $0 $0
Tom Riccard (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$243,460
Expenses
$200,999
Net Income
$42,461
Net Assets
$375,708
Notable Sources of Revenue Percent of Total Revenue
Contributions $242,715
99.7%
Program Services $0
Investment Income $745
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
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 $375,708
Total Liabilities $0
Net Assets $375,708
Compensation
Key Employees and Officers Compensation Related Other
David Foreman (Chair) $0 $0 $0
Steve Coronado (1 St Vice Chair) $0 $0 $0
Geneve Villacres (Director) $0 $0 $0
Allan Sweet (Secretarytreasurer) $0 $0 $0
Michael Skjonsby (Director) $0 $0 $0
Jeff Mortis (Director) $0 $0 $0
Jeff Snyder (Director) $0 $0 $0
Peter Brightbill (Director) $0 $0 $0
Tom Riccard (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$294,729
Expenses
$350,606
Net Income
-$55,877
Net Assets
$333,247
Notable Sources of Revenue Percent of Total Revenue
Contributions $294,634
100.0%
Program Services $0
Investment Income $95
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
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 $333,247
Total Liabilities $0
Net Assets $333,247
Compensation
Key Employees and Officers Compensation Related Other
Jeff Snyder (Director) $0 $0 $0
Jeff Mortis (Director) $0 $0 $0
Tom Riccard (Director) $0 $0 $0
Peter Brightbill (Director) $0 $0 $0
Michael Skjonsby (Director) $0 $0 $0
Steve Coronado (1 St Vice Chair) $0 $0 $0
David Foreman (Chair) $0 $0 $0
Allan Sweet (Secretarytreasurer) $0 $0 $0
Geneve Villacres (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$266,172
Expenses
$287,571
Net Income
-$21,399
Net Assets
$389,124
Notable Sources of Revenue Percent of Total Revenue
Contributions $266,055
100.0%
Program Services $0
Investment Income $117
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
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 $389,124
Total Liabilities $0
Net Assets $389,124
Compensation
Key Employees and Officers Compensation Related Other
Jeff Snyder (Director) $0 $0 $0
Joseph Lynch (Director) $0 $0 $0
Tom Riccard (Director) $0 $0 $0
Peter Brightbill (Director) $0 $0 $0
Michael Skjonsby (Director) $0 $0 $0
Steve Coronado (Chair) $0 $0 $0
David Foreman (1 St Vice Chair) $0 $0 $0
Laurie Gosch (Secretarytreasurer) $0 $0 $0
Phil Hitz (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$300,694
Expenses
$317,457
Net Income
-$16,763
Net Assets
$410,523
Notable Sources of Revenue Percent of Total Revenue
Contributions $300,565
100.0%
Program Services $0
Investment Income $129
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
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 $410,523
Total Liabilities $0
Net Assets $410,523

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$241,189
Expenses
$228,370
Net Income
$12,819
Net Assets
$427,286
Notable Sources of Revenue Percent of Total Revenue
Contributions $241,066
99.9%
Program Services $0
Investment Income $123
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
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 $427,286
Total Liabilities $0
Net Assets $427,286

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$286,090
Expenses
$346,989
Net Income
-$60,899
Net Assets
$414,467
Notable Sources of Revenue Percent of Total Revenue
Contributions $285,941
99.9%
Program Services $0
Investment Income $149
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
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 $414,467
Total Liabilities $0
Net Assets $414,467

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$280,010
Expenses
$272,209
Net Income
$7,801
Net Assets
$475,366
Notable Sources of Revenue Percent of Total Revenue
Contributions $279,521
99.8%
Program Services $0
Investment Income $489
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
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 $475,366
Total Liabilities $0
Net Assets $475,366

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$248,462
Expenses
$284,039
Net Income
-$35,577
Net Assets
$467,565
Notable Sources of Revenue Percent of Total Revenue
Contributions $247,469
99.6%
Program Services $0
Investment Income $993
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
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 $467,565
Total Liabilities $0
Net Assets $467,565

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$247,514
Expenses
$246,668
Net Income
$846
Net Assets
$503,142
Notable Sources of Revenue Percent of Total Revenue
Contributions $245,888
99.3%
Program Services $0
Investment Income $1,626
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
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 $503,142
Total Liabilities $0
Net Assets $503,142

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$268,751
Expenses
$241,645
Net Income
$27,106
Net Assets
$502,296
Notable Sources of Revenue Percent of Total Revenue
Contributions $265,165
98.7%
Program Services $0
Investment Income $3,586
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
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 $502,296
Total Liabilities $0
Net Assets $502,296

Document Links

Fiscal Year Ending Dec.
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 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.
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.
2004

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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