AUMdb

California Society Of Enrolled Agents

EIN 943084545 · 501(c)(6) · Public charity · Rncho Cordova, CA · recognized 1989

Assets
$667K
Revenue
$164K
Expenses
$203K
Investment income
$2.8K

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Connie Lorz Ea President $0 $0
Riki Donaghy Ea 1st vp $0 $0
Michael Cash Ea Secretary $0 $0
Timothy Flavin Ea Treasurer $0 $0
John Blaubach Ea President $0 $0
Kittie Vicars Ea President $0 $0
Paula Mixon Ea Secretary $0 $0
Nancy Huapaya Ea Treasurer $0 $0
Claudia Stanley Ea Cpa President $0 $0
Mark Mongolo Ea 1st vp $0 $0
Janice Arnold Ea Treasurer $0 $0
Vanessa Brown Ea Secretary $0 $0
Cheryl Hernandez Ea Treasurer $0 $0
Rose Fulton Ea President $0 $0
Mary Ann Turner Ea Treasurer $0 $0
Andy Rosales Ea President $0 $0
Ray Wellman Ea 1st vp $0 $0
Sylvia Andrade Ea Secretary $0 $0
Jacqueline Kincaid Ea Treasurer $0 $0
Antonia Enriquez Ea President $0 $0
Manuel Wong Ea Treasurer $0 $0
Paul Hedemark Ea Secretary $0 $0
Cathryn Laumer Ea Treasurer $0 $0
Kenny Tse Ea 1st vp $0 $0
John Wade Bogren Ea President $0 $0
Kathleen Larsen Ea Secretary $0 $0
Miles Lawrence Ea President $0 $0
Nancy Dixon Ea Treasurer $0 $0
Kimberly Mellinger Cheng Ea President $0 $0
David Shashoua Ea Secretary $0 $0
Nancy Navarro Walker Treasurer $0 $0
Stephanie Matticks Ea 1st vp $0 $0
Selina Steele Ea 1st vp $0 $0
Jennifer Coats Ea President $0 $0
Anna Waynshtain Ea 1st vp $0 $0
Alfonso Bundoc Ea 1st vp $0 $0
Larry Gurewitz Ea Treasurer $0 $0
Melanie Johnson Ea Secretary $0 $0
Nichole Ralls Ea President $0 $0
Lynwood Ford Ea President $0 $0
Vicki Madsen Ea Secretary $0 $0
Jeannette Kelbaugh Ea Secretary $0 $0
Marjorie Quiroz Ea Treasurer $0 $0
David Mc Kay Ea 1st vp $0 $0
Jennene Baxley Ea Secretary $0 $0
Mary Philippsen Ea Treasurer $0 $0
Carol Thomas Ea President $0 $0
Barry Johnson Ea 1st vp $0 $0
Donna Aguirre Ea Secretary $0 $0
Luz Orozco Ea Treasurer $0 $0
Jodie Herzig Ea Treasurer $0 $0
Leslie Cain Executive dir. $0 $0