California Society of Enrolled Agents Inc (EIN 942419171) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

Leslie Cain

Phone

9163666646

Tax Period

2024-07-01 to 2025-06-30

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.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $116,065

Program Service Revenue $1,352,752

Investment Income $401,265

Other Revenue $7,391

TOTAL REVENUE $1,877,473

Expense Breakdown

Grants Paid $0

Salaries & Benefits $713,056

Fundraising Expenses $0

Program Expenses $836,791

Other Expenses $774,809

TOTAL EXPENSES $1,487,865

Year-over-Year Comparison

	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%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$162,778

Total Directors

Key Employees

Highest Compensated

reported

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

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

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

California Society of Enrolled Agents Inc