Nonprofit · EIN 23-7415745
CALIFORNIA MUNICIPAL TREASURERS ASSN
Tax-exempt · SACRAMENTO, CA 95811
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $338,100 | $303,470 | $34,630 | $234,318 | $10,251 | $224,067 |
| June 30, 2024 | 990 | $312,580 | $288,282 | $24,298 | $264,352 | $74,915 | $189,437 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $331,393
- Investment income
- $2,472
- Other revenue
- $4,235
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,622
- Travel
- $900
Balance sheet and other
- Total assets, start of year
- $264,352
- Total assets, end of year
- $234,318
- Total liabilities, end of year
- $10,251
- Net assets, end of year
- $224,067
- Net assets without donor restrictions
- $203,657
- Net assets with donor restrictions
- $20,410
- Gross unrelated business income
- $4,235
- Gross receipts
- $338,100
- Employees
- 0
- Year formed
- 1990
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Vishal Thacker | Director Trustee or director | 3 | $0 |
| Ann-Marie Etienne | Treasurer Trustee or director, Officer | 3 | $0 |
| Jasmine Allen | Director Trustee or director | 3 | $0 |
| Krystle Palmer | Director Trustee or director | 3 | $0 |
| Jake Stroud | Director Trustee or director | 3 | $0 |
| Nadia Fesser | President Trustee or director, Officer | 3 | $0 |
| Dan Chandler | Director Trustee or director | 3 | $0 |
| Heidi Schoeppe | Director Trustee or director | 3 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Vishal Thacker | President Trustee or director, Officer | 3 | $0 |
| Jenny Leisz | Treasurer Trustee or director, Officer | 3 | $0 |
| Michael Solorza | Director Trustee or director | 3 | $0 |
| Donald Patterson | Secretary Trustee or director, Officer | 3 | $0 |
| Hubert White III | Director Trustee or director | 3 | $0 |
| Nadia Fesser | Director Trustee or director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 808 R ST STE 209, SACRAMENTO, CA 95811-6402
- Principal officer (990 for 2024)
- Catherine Smith
- Signed the 990
- Catherine Smith, Executive Director
- Phone
- (916) 231-2144
- Website
- www.cmta.org
- Return prepared by
- Pinnacle Accounting & Financial Services
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7415745 or by the name CALIFORNIA MUNICIPAL TREASURERS ASSN.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE MISSION OF THIS ASSOCIATION SHALL BE TO PROTECT THE FISCAL INTEGRITY OF ITS MEMBERS BY PROMOTING THE PROFESSIONAL ADVANCEMENT AND ALLIANCE OF THE PUBLIC AGENCY TREASURERS THROUGH EDUCATION AND LEGISLATIVE ACTIVISM.
Program accomplishments
- HELD ANNUAL CONFERENCE FOR MEMBERS TO PROVIDE EDUCATIONAL OPPORTUNITIES REGARDING ETHICS, ACCOUNTABILITY, BUDGETING, MANAGEMENT MUNICIPAL FUNDS, AND LEGISLATIVE UPDATES.Expenses $147,150 · revenue $121,838
- PROVIDED EDUCATION WORKSHOPS AND SEMINARS FOR MEMBERS.Expenses $48,333 · revenue $44,035
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7415745
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1983
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $234,318
- Income (IRS master file)
- $338,100
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $338,100 | $303,470 | $234,318 | IRS |
| 990 | June 2024 | $312,580 | $288,282 | $264,352 | XML |
| 990 | June 2023 | $287,711 | $258,505 | $172,837 | IRS |
| 990 | June 2022 | $271,326 | $219,732 | $141,604 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7415745).
Questions about CALIFORNIA MUNICIPAL TREASURERS ASSN
- What is the EIN of CALIFORNIA MUNICIPAL TREASURERS ASSN?
- The employer identification number (EIN) of CALIFORNIA MUNICIPAL TREASURERS ASSN is 23-7415745.
- Is CALIFORNIA MUNICIPAL TREASURERS ASSN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1983.
- Are donations to CALIFORNIA MUNICIPAL TREASURERS ASSN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA MUNICIPAL TREASURERS ASSN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA MUNICIPAL TREASURERS ASSN due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA MUNICIPAL TREASURERS ASSN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CALIFORNIA MUNICIPAL TREASURERS ASSN?
- The 990 for the year ended June 30, 2025 names Catherine Smith.
- Who are the officers and directors of CALIFORNIA MUNICIPAL TREASURERS ASSN?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA MUNICIPAL TREASURERS ASSN have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $338,100, expenses of $303,470 and total assets of $234,318 at year end.
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