Mission
Provide professional education to enrolled agents and tax practitioners and provide programs which promote the practice of enrolled agents.
Public Charity
California Society of Enrolled Agents Group Return
California Society of Enrolled Agents Group Return is a private foundation categorized as Public Charity based in Rancho Cordova, CA. Its most recent IRS filing (2025) reports revenue of $191K, expenses of $257K, total assets of $605K. Imperigo tracks 4 reported grants from this foundation totaling approximately $78K.
EIN: 943084545
Rancho Cordova, CA
Latest filing: 2025
Total Revenue$191K
Total Expenses$257K
Total Assets$605K
Grants Given4
Grant Total$78K
Filing Years2019–2025
Sample Grants Given
Legislative & EA promotion
$18,200
Legislative, EA promotion, 3M
$29,778
Legislative, EA promotion, 3M
$24,350
Legislative, EA promotion, 3M
$6,000
Showing up to 5 of 4 total records — full history available with membership.
Officers & Directors
1st VP
Alfonso U Bundoc Jr Ea
President
Andy Rosales Ea
President
Anita Monrroy Cpa Ea
1st VP
Annette M Streeter Ea
1st VP
Barry Johnson Ea
Secretary
Betty Chemnitz
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $191K | $257K | $605K |
| 2024 | $164K | $203K | $667K |
| 2023 | $167K | $179K | $705K |
| 2022 | $197K | $158K | $726K |
| 2019 | $461K | $450K | $687K |
Between 2019 and 2025, reported annual revenue declined from $461K to $191K (-59%), with total assets most recently reported at $605K.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in CA.
CA
Full geographic grant map with state-by-state breakdown available with membership.