Nonprofit · EIN 68-0001795
CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INCORPORATED
Also known as SACRAMENTO SOCIETY OF ASSOC EXEC
Tax-exempt · ROSEVILLE, CA 95661
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,647,454 | $1,556,292 | $91,162 | $935,286 | $514,957 | $420,329 |
| June 30, 2024 | 990 | $1,444,341 | $1,379,058 | $65,283 | $839,316 | $510,149 | $329,167 |
| June 30, 2023 | 990 | $1,189,703 | $1,193,701 | -$3,998 | $505,353 | $237,279 | $268,074 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,575,292
- Investment income
- $23,797
- Royalties
- $31,551
- Other revenue
- $48,365
Expenses
- Grants and similar amounts paid
- $5,909
- Compensation of officers, directors and key employees
- $195,153
- Other salaries and wages
- $510,886
- Salaries, compensation and benefits (total)
- $832,442
- Professional fundraising fees
- $0
- Legal fees
- $8,028
- Accounting fees
- $40,126
- Occupancy
- $15,405
- Depreciation
- $33,489
- Program services (functional)
- $1,222,016
- Management and general (functional)
- $334,276
Balance sheet and other
- Total assets, start of year
- $839,316
- Total assets, end of year
- $935,286
- Total liabilities, end of year
- $514,957
- Net assets, end of year
- $420,329
- Land, buildings and equipment
- $5,422
- Net assets without donor restrictions
- $414,329
- Net assets with donor restrictions
- $6,000
- Gross unrelated business income
- $54,761
- Gross receipts
- $1,647,454
- Employees
- 6
- Volunteers
- 192
- Year formed
- 1984
- 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 | Other / benefits |
|---|---|---|---|---|
| James Anderson | President & CEO Officer | 40 | $169,222 | $34,097 |
| LINDSAY K POSS | Meetings/Events VP | 40 | $105,741 | $9,174 |
| DENIZE M MALDONADO | Memb/Engage Dir | 40 | $92,320 | $22,101 |
| JESSICA CHRISTINE BARKER | Sr. Mngr Ops & Gov | 40 | $88,205 | $21,105 |
| JAMIE INNAMORATO | Sr Mngr Mrkt & Com | 40 | $75,890 | $25,567 |
| Alan Pentico | Immediate Past Trustee or director, Officer | 1.5 | $0 | $0 |
| Megan Hemming | Vice Chair Trustee or director, Officer | 1.5 | $0 | $0 |
| John Hooley | Director Trustee or director | 1 | $0 | $0 |
| Denise LeDuc Froemming | Director Trustee or director | 1 | $0 | $0 |
| Tammy Anderson-Wise | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Christina Bauders | Director Trustee or director | 1 | $0 | $0 |
| Chris Locke | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Anne Marie Mourhess | In ptnr V-chair Trustee or director, Officer | 1.5 | $0 | $0 |
| Anne Ornelas | Director Trustee or director | 1 | $0 | $0 |
| Michele Ware | Director Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jenn Jones | Director Trustee or director | 1 | $0 |
| Shaun Rundle | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| James Anderson | President & CEO Officer | 40 | $159,839 | $36,211 |
| Alan Pentico | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Megan Hemming | Treasurer Trustee or director, Officer | 1.5 | $0 | $0 |
| Stephanie Stephens | Imm. Past Chair Trustee or director, Officer | 1.5 | $0 | $0 |
| Ben Fajen | In P Vice Chair Trustee or director, Officer | 1.5 | $0 | $0 |
| Tammy Anderson-Wise | Vice Chair Trustee or director, Officer | 1.5 | $0 | $0 |
| Christina Bauders | Director Trustee or director | 1 | $0 | $0 |
| Chris Locke | Director Trustee or director | 1 | $0 | $0 |
| Anne Marie Mourhess | Director Trustee or director | 1 | $0 | $0 |
| Anne Ornelas | Director Trustee or director | 1 | $0 | $0 |
| Oyango Snell | Director Trustee or director | 1 | $0 | $0 |
| Jenn Jones | Director Trustee or director | 1 | $0 | $0 |
| Shaun Rundle | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JIM ANDERSON | PRESIDENT/CEO Officer | 40 | $150,607 | $30,023 |
| STEPHANIE STEPHENS | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| ALAN PENTICO | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| BEN FAJEN | INDUSTRY PARTNER VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| TAMMY ANDERSON-WISE | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| DAVID MURILLO | IMMEDIATE PAST CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| KIM GUSMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MEGAN HEMMING | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JULIE TAYLOR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRIS LOCKE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JENN JONES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANNE MARIE MOURHESS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| OYANGO SNELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 775 SUNRISE AVE STE 270, ROSEVILLE, CA 95661-4528
- Principal officer (990 for 2024)
- James Anderson, 775 Sunrise Ave 270, Roseville, CA 95661
- Signed the 990
- James Anderson, President & CEO
- Phone
- (916) 443-8980
- Website
- www.calsae.org
- Return prepared by
- MUN CPAs LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0001795 or by the name CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INCORPORATED.
- 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
CALSAES MISSON IS ADVANCING THE ASSOCIATION PROFESSION THROUGH KNOWLEDGE, VALUED RELATIONSHIPS AND TRUSTED RESOURCES.
Program accomplishments
- CalSAE has over 1,400 members and provides excellent training and education in association management and related topics. We also excel in developing strong working and peer relationships and providing important information and resources. Through our many networking and education events, the ELEVATE annual conference and the Seasonal Spectacular tradeshow, we create a supportive environment for learning, mentoring, developing business relationships and building strategic alliances.Expenses $1,222,016 · grants $5,909 · revenue $1,575,292
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
- 68-0001795
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $935,286
- Income (IRS master file)
- $1,647,454
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,647,454 | $1,556,292 | $935,286 | XML |
| 990 | June 2024 | $1,444,341 | $1,379,058 | $839,316 | XML |
| 990 | June 2023 | $1,189,703 | $1,193,701 | $505,353 | XML |
| 990 | June 2022 | $1,234,044 | $1,242,905 | $424,939 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 68-0001795).
Questions about CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INCORPORATED
- What is the EIN of CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INCORPORATED?
- The employer identification number (EIN) of CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INCORPORATED is 68-0001795.
- Is CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1984.
- Are donations to CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INCORPORATED tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INCORPORATED 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 SOCIETY OF ASSOCIATION EXECUTIVES INCORPORATED 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 SOCIETY OF ASSOCIATION EXECUTIVES INCORPORATED 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 SOCIETY OF ASSOCIATION EXECUTIVES INCORPORATED?
- The 990 for the year ended June 30, 2025 names James Anderson.
- Who are the officers and directors of CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INCORPORATED?
- The 990 for the year ended June 30, 2025 lists 17 people; 5 received compensation from the organization, the highest $169,222 (James Anderson, President & CEO).
- How much revenue does CALIFORNIA SOCIETY OF ASSOCIATION EXECUTIVES INCORPORATED have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,647,454, expenses of $1,556,292 and total assets of $935,286 at year end.
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