California Society of Enrolled Agents Group Return
Provide professional education to enrolled agents and tax practitioners and provide programs which promote the practice of enrolled agents.
Key facts about California Society of Enrolled Agents Group Return
In short: California Society of Enrolled Agents Group Return reported $62K in grants paid in 2025 (a total; its filing lists no individual grants). Source: 2025 IRS Form 990.
- EIN
- 94-3084545
- Latest 990 filing
- Form 990, 2025
- Grants paid (2025)
- $62,005 — reported as a total on the IRS filing, without an itemized list
- Total assets
- $604,956
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$605K
-9.3% YoY
Grants Paid (reported total)
$62K
+240.7% YoY
Revenue
$191K
+16.3% YoY
Net Investment Income
$6K
+97.4% YoY
How California Society of Enrolled Agents Group Return gives
- Giving grew 114% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
About California Society of Enrolled Agents Group Return
Based on IRS filings
California Society of Enrolled Agents Group Return is a public charity, based in Rancho Cordova, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $605K in total assets. In 2025, it reported $62K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $6K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $6K (2019) to $62K (2025). In 2025 it reported $62K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $604,956 | $666,666 | $705,353 |
| Revenue | $191,330 | $164,444 | $166,896 |
| Expenses | $257,394 | $203,455 | $178,987 |
| Net Investment Income | $5,541 | $2,807 | $223 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS October 18, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS February 3, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Officers and directors from IRS filings
California Society of Enrolled Agents Group Return is led by David A McKay EA, Secretary & President since 2025 (on filings since 2019); none of the 47 officers listed in 2025 report compensation.
Officers on the 2025 filing
David A McKay EA
Secretary & President
Secretary → Secretary & 1st Vice President, 2024
Secretary & 1st Vice President → Secretary & President, 2025
On filings since 2019
5 hrs/week
No compensation reported
Donna M Aguirre EA
President
Treasurer → Secretary, 2023
Secretary → President, 2025
On filings since 2019
5 hrs/week
No compensation reported
Miles C Lawerence EA Esq.
President
On filings since 2019
5 hrs/week
No compensation reported
Raven Deerwater EA PhD
President
On filings since 2019
5 hrs/week
No compensation reported
Connie Lorz EA
President
1st Vice President → President, 2024
On filings since 2021
5 hrs/week
No compensation reported
John Wade Bogren EA
President
On filings since 2021
5 hrs/week
No compensation reported
Kittie Vicars EA
President
On filings since 2021
5 hrs/week
No compensation reported
Leslie Cain
Executive Director
On filings since 2021
5 hrs/week
No compensation reported
Lynwood Ford EA
President
On filings since 2021
5 hrs/week
No compensation reported
Riki Donaghy EA
President
1st Vice President → President, 2025
On filings since 2023
5 hrs/week
No compensation reported
Andy Rosales EA
President
On filings since 2024
5 hrs/week
No compensation reported
Kimberly MellingerCheng EA
President
On filings since 2024
5 hrs/week
No compensation reported
Anita Monrroy CPA EA
President
New on the 2025 filing
5 hrs/week
No compensation reported
Jun Watanabe EA
President
New on the 2025 filing
5 hrs/week
No compensation reported
Cathryn M Laumer EA
Treasurer
On filings since 2019
5 hrs/week
No compensation reported
Jacqueline Kincaid EA
Treasurer
On filings since 2019
5 hrs/week
No compensation reported
Jodie Herzig EA
Treasurer
President → Treasurer, 2021
On filings since 2019
5 hrs/week
No compensation reported
Kathleen A Larsen EA
Secretary
On filings since 2019
5 hrs/week
No compensation reported
Larry L Gurewitz EA
Treasurer
On filings since 2019
5 hrs/week
No compensation reported
Manuel Y Wong EA
Treasurer
On filings since 2019
5 hrs/week
No compensation reported
Mary F Philippsen EA
Treasurer
1st Vice President → Treasurer, 2021
On filings since 2019
5 hrs/week
No compensation reported
Melanie A Johnson EA
Secretary
On filings since 2019
5 hrs/week
No compensation reported
Michael S Cash EA
Secretary
On filings since 2019
5 hrs/week
No compensation reported
Nancy L Dixon EA
Treasurer
On filings since 2019
5 hrs/week
No compensation reported
Paula L Mixon EA
Secretary
On filings since 2019
5 hrs/week
No compensation reported
Selina Steele EA
1st Vice President
On filings since 2019
5 hrs/week
No compensation reported
Stephanie K Matticks EA
1st Vice President
On filings since 2019
5 hrs/week
No compensation reported
Alfonso U Bundoc Jr EA
1st Vice President
On filings since 2021
5 hrs/week
No compensation reported
Cheryl Ann Hernandez EA
Treasurer
On filings since 2021
5 hrs/week
No compensation reported
Janice Arnold EA
Treasurer
On filings since 2021
5 hrs/week
No compensation reported
Marjorie G Quiroz EA
Treasurer
On filings since 2021
5 hrs/week
No compensation reported
Monika K Krulic EA
Secretary
President → Secretary, 2025
On filings since 2021
5 hrs/week
No compensation reported
Paul Hedemark EA
Secretary
On filings since 2021
5 hrs/week
No compensation reported
Vicki K Madsen EA
Secretary
On filings since 2021
5 hrs/week
No compensation reported
Barry Johnson EA
1st Vice President
On filings since 2023
5 hrs/week
No compensation reported
Mark Mongolo EA
1st Vice President
On filings since 2023
5 hrs/week
No compensation reported
Nancy Navarro-Walker
Treasurer
On filings since 2023
5 hrs/week
No compensation reported
Vanessa Brown EA
Secretary
On filings since 2023
5 hrs/week
No compensation reported
Jeannette Kelbaugh EA
Secretary
On filings since 2024
5 hrs/week
No compensation reported
Timothy Flavin EA
Treasurer
On filings since 2024
5 hrs/week
No compensation reported
Annette M Streeter EA
1st Vice President
New on the 2025 filing
5 hrs/week
No compensation reported
Betty Chemnitz
Secretary
New on the 2025 filing
5 hrs/week
No compensation reported
Diana Lynn Davis EA
Secretary
New on the 2025 filing
5 hrs/week
No compensation reported
Fred Douglas Stein CPA EA
1st Vice President
New on the 2025 filing
5 hrs/week
No compensation reported
Ish Dalal EA
Secretary
New on the 2025 filing
5 hrs/week
No compensation reported
Melinda Thompson EA
Secretary
New on the 2025 filing
5 hrs/week
No compensation reported
Rosie Luz Orozco EA
Treasurer
New on the 2025 filing
5 hrs/week
No compensation reported
Former officers (63)
- Former: Anna A Waynshtain EA (2019–2024) — 1st Vice President
- Former: Carol T Thomas EA (2019–2024) — President
- Former: Claudia Stanley EA CPA (2019–2024) — President
- Former: Sylvia J Andrade EA (2019–2024) — Secretary
- Former: Jennifer Coats EA (2021–2024) — President
- Former: Kenny Tse EA (2023–2024) — 1st Vice President
- Former: Luz Orozco EA (2023–2024) — Treasurer
- Former: Nichole Ralls EA (2023–2024) — President
- Former: Rose Fulton EA (2023–2024) — President
- Former: Antonia Enriquez EA (2024) — President
- Former: Jennene Baxley EA (2024) — Secretary
- Former: Ray Wellman EA (2024) — 1st Vice President
- Former: Barbara L Donovan EA (2019–2023) — President
- Former: Daniel Thomas Vincent EA (2019–2023) — Secretary
- Former: Ellen E Wulf EA (2019–2023) — Treasurer
- Former: Jerry L Brouwer EA (2019–2023) — President
- Former: Rosa G Felix EA (2019–2023) — Treasurer
- Former: Alma Guenther EA (2021–2023) — President
- Former: Ronald Uehle EA (2021–2023) — Treasurer
- Former: William Stewart EAFellow (2021–2023) — 1st Vice President
- Former: Kim Dickson EA (2023) — President
- Former: Kimberly MellingerCheng (2023) — President
- Former: Marilyn Ratliff EA (2023) — Secretary
- Former: Pamela Price EA (2023) — President
- Former: Randy Roth EA (2023) — Secretary
- Former: Vic Morel EA (2023) — 1st Vice President
- Former: Kathleen R Coleman EA MSBA (2019–2022) — Treasurer
- Former: Maria M Tapang EA CFP (2019–2022) — President
- Former: Patricia R Stampher EA (2019–2022) — President
- Former: Ridgway L Pope EA (2019–2022) — 1st Vice President
- Former: Alfredo Arce (2021–2022) — 2nd Vice President
- Former: David Lusk EA NTPI Fellow (2021–2022) — 1st Vice President
- Former: Grace Hermenegildo (2021–2022) — Secretary
- Former: Jay Lang EA (2021–2022) — President
- Former: Parag Karia EA (2021–2022) — Treasurer
- Former: Rosie Orozco EA Fellow (2021–2022) — Treasurer
- Former: Terrence Scanlan EA (2021–2022) — President
- Former: Tracie Hannick EA (2021–2022) — President
- Former: Adam Ladwig EA (2019) — Secretary
- Former: Amber M Morgan EA (2019) — President
- Former: Andrew Stamatelatos EA (2019) — President
- Former: Bruce A Miller EA (2019) — Treasurer
- Former: Christopher PatrickdeLorimier (2019) — President
- Former: Christy Ann Kohl EA (2019) — Secretary
- Former: Cynthia A Leachmoore (2019) — President
- Former: Douglas H Pickford EA (2019) — Immd Past President
- Former: Geoff Plourde EA CPA (2019) — President
- Former: Gloria H Kulik EA (2019) — Secretary
- Former: Janice K ArnoldEA (2019) — Treasurer
- Former: Jeanne Alcorn Houston EA (2019) — 1st Vice President
- Former: Joseph Davidson EA (2019) — 2nd Vice President
- Former: Joyce E Cheng EA (2019) — 1st V President
- Former: Juli L Duree EA (2019) — Secretary
- Former: Kenneth B Spingola EA (2019) — 1st Vice President
- Former: Lynn C Sequeira EA (2019) — President
- Former: Michele R Jensen EA (2019) — 1st Vice President
- Former: Michelle M Cohn EA (2019) — Secretary
- Former: Noel Baca Jr EA (2019) — Treasurer
- Former: Rico J Delodovici EA (2019) — Secretary
- Former: Robert N Carpenter EA (2019) — President
- Former: Sharyn A Scarrott EA (2019) — President
- Former: Susie L DiMaggio EA (2019) — 2nd V.p.
- Former: William E Stewart EA (2019) — 1st Vice President
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about California Society of Enrolled Agents Group Return
How much does California Society of Enrolled Agents Group Return give each year?
California Society of Enrolled Agents Group Return reported $62K in grants paid in 2025 on its 2025 IRS Form 990, as a total without an itemized list of grants. In 2024 it gave $18K across 1 grant.
How large is California Society of Enrolled Agents Group Return?
California Society of Enrolled Agents Group Return reported $605K in total assets on its 2025 IRS Form 990. Its revenue that year was $191K.
Where does California Society of Enrolled Agents Group Return operate?
California Society of Enrolled Agents Group Return has awarded grants in California.
What is California Society of Enrolled Agents Group Return's EIN?
California Society of Enrolled Agents Group Return's EIN (Employer Identification Number) is 94-3084545. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching California Society of Enrolled Agents Group Return by hand.
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