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Nonprofit · EIN 94-6130570

CALIFORNIA SOCIETY OF MUNICIPAL FINANCE OFFICERS

Tax-exempt · MONONA, WI 53713

Financials

$1.9M$2M2023$2.5M$2.5M2024
Revenue Expenses · by fiscal year end
Financials of CALIFORNIA SOCIETY OF MUNICIPAL FINANCE OFFICERS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,537,840$2,497,437$40,403$2,382,485$1,469,865$912,620
December 31, 2023990$1,916,970$1,998,139-$81,169$2,570,408$1,698,191$872,217
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$324,003
Membership dues
$321,003
Program service revenue
$1,896,757
Investment income
$29,281
Other revenue
$287,799

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$71,369
Salaries, compensation and benefits (total)
$73,414
Professional fundraising fees
$0
Accounting fees
$8,420
Travel
$480

Balance sheet and other

Total assets, start of year
$2,570,408
Total assets, end of year
$2,382,485
Total liabilities, end of year
$1,469,865
Net assets, end of year
$912,620
Net assets without donor restrictions
$912,620
Gross unrelated business income
$154,515
Gross receipts
$2,537,840
Employees
2
Year formed
1957
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Jean RousseauExecutive Dir.
Officer
1$46,431
Margaret MoggieExecutive Dir.
Officer
1$24,938
Stephanie ReimerDirector
Trustee or director
1$0
Jennifer WakemanDirector
Trustee or director
1$0
Dennis KauffmanDirector
Trustee or director
1$0
Ernie ReynaPresident
Trustee or director, Officer
20$0
Tim SeufertDirector
Trustee or director
1$0
Amber JohnsonDirector
Trustee or director
1$0
Richard LeeDirector
Trustee or director
1$0
Daniel BuffaloDirector
Trustee or director
1$0
Jason Al-lmamDirector
Trustee or director
1$0
Debbie RosalesDirector
Trustee or director
1$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
Jean RousseauExecutive Dir.
Officer
1$77,769
Stephanie ReimerDirector
Trustee or director
1$0
Craig BoyerDirector
Trustee or director
1$0
Dennis KauffmanDirector
Trustee or director
1$0
Ernie ReynaDirector
Trustee or director
1$0
Karla RomeroDirector
Trustee or director
1$0
Amber JohnsonDirector
Trustee or director
1$0
Richard LeePresident
Trustee or director, Officer
20$0
Marcus PimentelDirector
Trustee or director
1$0
Jason Al-lmamDirector
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1502 W BROADWAY STE 102, MONONA, WI 53713-1820
Principal officer (990 for 2024)
Margaret Moggia
Signed the 990
Margaret Moggia, Executive Director
Phone
(916) 231-2131
Return prepared by
Pinnacle Accounting & Financial Services

Mission

THE CALIFORNIA SOCIETY OF MUNICIPAL FINANCE OFFICERS IS A STATEWIDE ORGANIZATION WHO SERVES ALL CALIFORNIA MUNICIPAL FINANCE PROFESSIONALS THROUGH INNOVATION, CONTINUING EDUCATION, AND PROFESSIONAL DEVELOPMENT.

990 for the year ended December 31, 2024

Program accomplishments

  • ANNUAL CONFERENCE - ANNUAL CONFERENCE FOR MEMBERS TO DISCUSS ISSUES AFFECTING LOCAL GOVERNMENT FINANCE OFFICERS.
  • EDUCATION WORKSHOPS - SEVERAL WORKSHOPS HELD DURING THE YEAR FOR MEMBERS THAT PROVIDED EDUCATIONAL AND INFORMATIONAL OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT, AND TO STAY ON TOP OF CURRENT ISSUES.
  • TECHNOLOGY INITIATIVES AND SPECIAL PROJECTS - MAINTENANCE OF A DEDICATED WEBSITE WHICH OFFERS ITS MEMBERS TECHNNICAL RESOURCES, LINKS, AND REFERENCES. ALSO INCLUDES GROUP EMAIL SERVICE FOR MEMBERS TO EXCHANGE INFORMATION AND SURVEY OTHER PROFESSIONALS.

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
94-6130570
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1967
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,382,485
Income (IRS master file)
$2,537,840

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,537,840$2,497,437$2,382,485IRS
990December 2023$1,916,970$1,998,139$2,570,408XML
990December 2022$1,717,581$1,898,614$1,904,112IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 2017–––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 94-6130570).

Questions about CALIFORNIA SOCIETY OF MUNICIPAL FINANCE OFFICERS

What is the EIN of CALIFORNIA SOCIETY OF MUNICIPAL FINANCE OFFICERS?
The employer identification number (EIN) of CALIFORNIA SOCIETY OF MUNICIPAL FINANCE OFFICERS is 94-6130570.
Is CALIFORNIA SOCIETY OF MUNICIPAL FINANCE OFFICERS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1967.
Are donations to CALIFORNIA SOCIETY OF MUNICIPAL FINANCE OFFICERS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CALIFORNIA SOCIETY OF MUNICIPAL FINANCE OFFICERS 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 MUNICIPAL FINANCE OFFICERS due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CALIFORNIA SOCIETY OF MUNICIPAL FINANCE OFFICERS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of CALIFORNIA SOCIETY OF MUNICIPAL FINANCE OFFICERS?
The 990 for the year ended December 31, 2024 names Margaret Moggia.
Who are the officers and directors of CALIFORNIA SOCIETY OF MUNICIPAL FINANCE OFFICERS?
The 990 for the year ended December 31, 2024 lists 12 people; 2 received compensation from the organization, the highest $46,431 (Jean Rousseau, Executive Dir.).
How much revenue does CALIFORNIA SOCIETY OF MUNICIPAL FINANCE OFFICERS have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,537,840, expenses of $2,497,437 and total assets of $2,382,485 at year end.

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