2026-06-01T13:46:22-07:00 2025-12-31 871568188 Watson Tax CPA Inc 4811 Chippendale Dr Ste 502 Sacramento CA 95841 990 2025-01-01 950592955 CALIFORNIA FINANCIAL SERVICES ASSOCIATION CALI 9166167570 2718 WRENDALE WAY SACRAMENTO CA 95821 DAVID KNIGHT OFFICER 9166167570 2026-05-18 true Cara Watson P01272600 9169660420 2026-06-01 2025 2025-03-06 01:10:19Z DAVID KNIGHT 2718 WRENDALE WAY SACRAMENTO CA 95821 253883 false X N/A X 1940 CA TO WORK ON BEHALF OF THE MEMBERSHIP TO KEEP THEM INFORMED AND ADVISED OF PERTINENT INDUSTRY ISSUES. ADDITIONALLY, THE ASSOCIATION REPRESENTS THE MEMBERSHIP BEFORE THE CALIFORNIA LEGISTALTURE. 8 8 0 0 0 0 317587 243585 0 14562 10298 0 332149 253883 0 0 0 0 0 289241 289023 289241 289023 42908 -35140 353710 318570 0 353710 318570 TO WORK ON BEHALF OF THE MEMBERSHIP TO KEEP THEM INFORMED AND ADVISED OF PERTINENT INDUSTRY ISSUES. ADDITIONALLY, THE ASSOCIATION REPRESENTS THE MEMBERSHIP BEFORE THE CALIFORNIA LEGISTALTURE. false false CONVENTIONS, CONFERENCES AND MEETINGS - THE ASSOCIATION ORGANIZES WORKSHOPS AND CONFERENCES DESIGNED TO INFORM AND EDUCATE ITS MEMBERS ON INDUSTRY ISSUES. THE ASSOCIATION PROVIDES LOBBYING SERVICES FOR THE MEMBERSHIP INTERESTS INCLUDING TESTIMONY BEFORE THE STATE LIEGISLATURE AS TO PROPOSED LEGISTATION PERTINENT TO INDUSTRY ISSUES. false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 0 false false false false false false false false X 8 8 false true false false true false true true false false true true true false false false false false false CA X DAVID KNIGHT 9164851554 2718 WRENDALE WAY SACRAMENTO CA 95821 X EZRA GARRETT CHAIR 0 0 0 ASHLEY TEEL VICE CHAIR 0 0 0 HAYK MATEVOSIAN SECRETARY TREASURER 0 0 0 ELIZABETH HAMMOND DIRECTOR 0 0 0 DAVID KORN DIRECTOR 0 0 0 JEFF MORTIS DIRECTOR 0 0 0 MIKE SKJONSBY DIRECTOR 0 0 0 TOM RICCARD DIRECTOR 0 0 0 false false false 185488 58097 243585 10298 0 0 253883 10298 0 0 48000 48000 0 0 3981 3981 0 0 120950 120950 0 0 9792 9792 0 0 77217 77217 0 0 3366 3366 0 0 WEBSITE 24000 24000 0 0 TELEPHONE 1717 1717 0 0 289023 289023 0 0 235986 194689 117724 123881 353710 318570 0 0 X 353710 318570 353710 318570 353710 318570 X -35140 X false false false Pt VI, Line 3 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. MANAGEMENT DUTIES ARE DELEGATED TO AN OUTSIDE CONSULTANT WHO IS AN INDEPENDENT CONTRACTOR. Pt VI, Line 6 THIS IS A MEMBERSHIP ASSOCIATION. Pt VI, Line 7b THERE ARE TWO DECISIONS OF THE GOVERNNG BODY SUBJECT TO APPROVAL BY ALL MEMBERS. ONE IS A BY LAW CHANGE FIXING OR CHANGING THE NUMBER OF DIRECTORS. THE SECOND IS FOR THE ANNUAL VOTE OF THE BOARD OF DIRECTORS. MEETING OF THE GOVERNING BODY ARE CONTEMPORANEOUSLY DOCUMEMTED. Pt VI, Line 8b COMMITTEES DO NOT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. THEY ARE ADVISORY ONLY. THEY DO NOT DOCUMENT THERE MEETINGS. Pt VI, Line 10b ONE LOCAL CHAPTER LOCATED AT: PO BOX 8963, BREA CA 92822-5963 Pt VI, Line 11b ALL MEMBERS OF THE GOVERNING BODY HAVE THE RIGHT TO REVIEW THE FORM 990 UPON REQUEST Pt VI, Line 19 THE ORGANIZATION WILL MAKE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE 990 AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OR INTEREST POLICY. Pt XI ROUNDING ERROR