Rancho Cordova, CA
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)California Society of Enrolled Agents Inc, founded in 1977, is a community nonprofit in the Community Improvement sector that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $390K, a strong 21% operating margin.
The mission of the California Society of Enrolled Agents is to empower, engage, and advocate for California Enrolled Agents. CSEA is the innovative influence and dynamic voice for taxation in California.
The Education Program includes a 3-day tax seminar held during the last month of the fiscal year as a hybrid event (in-person and on line). The conference served 331 in-person and 291 on-line tax...
The Education Program includes a 3-day tax seminar held during the last month of the fiscal year as a hybrid event (in-person and on line). The conference served 331 in-person and 291 on-line tax professionals, the majority of which were members. The organization offered two courses for people entering the profession: 1) an EA exam preparation course which was held over a 14-week period and had 44 attendees, and 2) a Basic Tax course which was held over a 10-week period and had 46 attendees. The organization also offered courses to advance knowledge of California taxation (167 attendees), federal tax law updates related to the One Big Beautiful Bill Act (500 attendees), and instructional courses for business, individual and trust taxation (79 attendees).
The Member Services Program encompasses a range of services for 2,000 members and 17 local chapters. The organization's technology platform provides 1) an on line message forum where members discuss...
The Member Services Program encompasses a range of services for 2,000 members and 17 local chapters. The organization's technology platform provides 1) an on line message forum where members discuss tax problems, 2) on line discussion forums in round table format, 3) a weekly newsletter recapping the latest tax news, 4) a tax research service, and 5) a website that provides a range of content to assist members in their tax practices. This program expense includes support of the local chapter volunteers who administer chapter activities.
The Advocacy Program provides representation, liaison, and advocacy activities with state and federal tax agencies; outreach to legislators at the state level; and communication to members regarding...
The Advocacy Program provides representation, liaison, and advocacy activities with state and federal tax agencies; outreach to legislators at the state level; and communication to members regarding all matters affecting their profession and practices, utilizing a variety of digital methods. This program includes events that give members direct access to the directors of state tax agencies and legislators who serve on revenue and taxation committees.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $1,877,473 | $1,342,680 | +0.4% |
| Expenses | $1,487,865 | $1,608,907 | -0.1% |
| Net Income | $389,608 | $-266,227 | -2.5% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
Sign in to view all financial metrics
Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Leslie Cain | Executive Dir. | 40.00 |
Officer
|
$143,280 | $19,498 | $162,778 |
| David Hilliard EA | Past President | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| Peter Gonzalez EA | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Riki Donaghy EA | Secretary | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| Jay Lang EA | Treasurer | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| Theresa Gordon EA | President | 20.00 |
Officer
Director
|
$0 | $0 | $0 |
| Connie Lorz EA | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Sandra Danioth-Jones EA | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Louis Avalos EA | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Nichole Ralls EA | 2nd VP | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| Carol Thomas EA | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| John Ozanich EA | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Geoff Plourde EA | 1st VP | 10.00 |
Officer
Director
|
$0 | $0 | $0 |
| John Blaubach EA | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Greg Crofton EA | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Jennifer Coats EA | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Lea Garrity EA | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Chris Housh EA | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Dawn Powers EA | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Kenny Tse EA | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Colin Ford EA | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Claudia Stanley EA | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Stephanie Matticks EA | Director | 2.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $1,877,473 | $1,487,865 | $994,841 | $389,608 |
| 2024 | $1,342,680 | $1,608,907 | $512,182 | $-266,227 |
| 2023 | $1,284,825 | $1,318,567 | $757,479 | $-33,742 |
| 2022 | $1,215,953 | $1,187,577 | $598,103 | $28,376 |
| 2021 | $1,144,034 | $986,737 | $642,422 | $157,297 |
| 2020 | $930,223 | $1,049,292 | $637,410 | $-119,069 |
| 2019 | $1,136,777 | $1,340,317 | $761,168 | $-203,540 |
| 2018 | $1,222,046 | $1,234,660 | $1,115,303 | $-12,614 |
Compare California Society of Enrolled Agents Inc with other nonprofits in California and across the country.