California Society of Enrolled Agents
Provide professional education to enrolled agents and tax practitioners and provide programs which promote the practice of enrolled agents.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$667K
-5.5% YoY
Annual Giving
$18K
-38.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$18K
-38.9% YoY
About California Society of Enrolled Agents
Based on IRS filings
California Society of Enrolled Agents is a nonprofit organization, based in RANCHO CORDOVA, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $667K in total assets. In 2024, it awarded 1 grants totaling $18K. Net investment income was $3K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $666,666 | $705,353 | $725,917 |
| Revenue | $164,444 | $166,896 | $196,530 |
| Expenses | $203,455 | $178,987 | $158,494 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $2,807 | $223 | $148 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Csea ($18,200).
| Recipient | Purpose | Amount |
|---|---|---|
| CSEA Rancho Cordova, CA | Legislative & EA promotion | $18,200 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Connie Lorz EA | President | 5 | — |
| Riki Donaghy EA | 1st VP | 5 | — |
| Michael Cash EA | Secretary | 5 | — |
| Timothy Flavin EA | Treasurer | 5 | — |
| John Blaubach EA | President | 5 | — |
| Kittie Vicars EA | President | 5 | — |
| Paula Mixon EA | Secretary | 5 | — |
| Nancy Huapaya EA | Treasurer | 5 | — |
| Claudia Stanley EA CPA | President | 5 | — |
| Mark Mongolo EA | 1st VP | 5 | — |
| Janice Arnold EA | Treasurer | 5 | — |
| Vanessa Brown EA | Secretary | 5 | — |
| Cheryl Hernandez EA | Treasurer | 5 | — |
| Rose Fulton EA | President | 5 | — |
| Mary Ann Turner EA | Treasurer | 5 | — |
| Andy Rosales EA | President | 5 | — |
| Ray Wellman EA | 1st VP | 5 | — |
| Sylvia Andrade EA | Secretary | 5 | — |
| Jacqueline Kincaid EA | Treasurer | 5 | — |
| Antonia Enriquez EA | President | 5 | — |
| Manuel Wong EA | Treasurer | 5 | — |
| Paul Hedemark EA | Secretary | 5 | — |
| Cathryn Laumer EA | Treasurer | 5 | — |
| Kenny Tse EA | 1st VP | 5 | — |
| John Wade Bogren EA | President | 5 | — |
| Kathleen Larsen EA | Secretary | 5 | — |
| Miles Lawrence EA | President | 5 | — |
| Nancy Dixon EA | Treasurer | 5 | — |
| Kimberly MellingerCheng EA | President | 5 | — |
| David Shashoua EA | Secretary | 5 | — |
| Nancy Navarro-Walker | Treasurer | 5 | — |
| Stephanie Matticks EA | 1st VP | 5 | — |
| Selina Steele EA | 1st VP | 5 | — |
| Jennifer Coats EA | President | 5 | — |
| Anna Waynshtain EA | 1st VP | 5 | — |
| Alfonso Bundoc EA | 1st VP | 5 | — |
| Larry Gurewitz EA | Treasurer | 5 | — |
| Melanie Johnson EA | Secretary | 5 | — |
| Nichole Ralls EA | President | 5 | — |
| Lynwood Ford EA | President | 5 | — |
| Vicki Madsen EA | Secretary | 5 | — |
| Jeannette Kelbaugh EA | Secretary | 5 | — |
| Marjorie Quiroz EA | Treasurer | 5 | — |
| David McKay EA | 1st VP | 5 | — |
| Jennene Baxley EA | Secretary | 5 | — |
| Mary Philippsen EA | Treasurer | 5 | — |
| Carol Thomas EA | President | 5 | — |
| Barry Johnson EA | 1st VP | 5 | — |
| Donna Aguirre EA | Secretary | 5 | — |
| Luz Orozco EA | Treasurer | 5 | — |
| Jodie Herzig EA | Treasurer | 5 | — |
| Leslie Cain | Executive Dir. | 5 | — |
Frequently Asked Questions
How large is California Society of Enrolled Agents?
As of 2024, California Society of Enrolled Agents holds $667K in total assets with $164K in annual revenue. It awarded 1 grants totaling $18K in 2024.
Where does California Society of Enrolled Agents operate?
California Society of Enrolled Agents has awarded grants in California.
What size grants does California Society of Enrolled Agents award?
In 2024, California Society of Enrolled Agents awarded 1 grants totaling $18K — an average of about $18K per grant, based on its IRS Form 990 filings.
What is California Society of Enrolled Agents's EIN?
California Society of Enrolled Agents's EIN (Employer Identification Number) is 94-3084545. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in California Society of Enrolled Agents's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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