Nonprofit · EIN 95-0592955
CALIFORNIA FINANCIAL SERVICES ASSOCIATION
Tax-exempt · SACRAMENTO, CA 95821
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $253,883 | $289,023 | -$35,140 | $318,570 | $0 | $318,570 |
| December 31, 2024 | 990 | $332,149 | $289,241 | $42,908 | $353,710 | $0 | $353,710 |
| December 31, 2023 | 990 | $312,536 | $330,004 | -$17,468 | $310,802 | $0 | $310,802 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $243,585
- Membership dues
- $185,488
- Program service revenue
- $0
- Investment income
- $10,298
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $48,000
- Accounting fees
- $3,981
- Program services (functional)
- $289,023
Balance sheet and other
- Total assets, start of year
- $353,710
- Total assets, end of year
- $318,570
- Total liabilities, end of year
- $0
- Net assets, end of year
- $318,570
- Net assets without donor restrictions
- $318,570
- Gross receipts
- $253,883
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1940
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EZRA GARRETT | CHAIR | – | $0 |
| ASHLEY TEEL | VICE CHAIR | – | $0 |
| HAYK MATEVOSIAN | SECRETARY TREASURER | – | $0 |
| ELIZABETH HAMMOND | DIRECTOR | – | $0 |
| DAVID KORN | DIRECTOR | – | $0 |
| JEFF MORTIS | DIRECTOR | – | $0 |
| MIKE SKJONSBY | DIRECTOR | – | $0 |
| TOM RICCARD | DIRECTOR | – | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EZRA GARRETT | CHAIR | – | $0 |
| ASHLEY TEEL | VICE CHAIR | – | $0 |
| HAYK MATEVOSIAN | SECRETARY TREASURER | – | $0 |
| ELIZABETH HAMMOND | DIRECTOR | – | $0 |
| DAVID KORN | DIRECTOR | – | $0 |
| JEFF MORTIS | DIRECTOR | – | $0 |
| MIKE SKJONSBY | DIRECTOR | – | $0 |
| TOM RICCARD | DIRECTOR | – | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EZRA GARRETT | CHAIR | – | $0 |
| ASHLEY GONZALEZ | VICE CHAIR | – | $0 |
| STEVE CHRISTENSEN | SECRETARY TREASURER | – | $0 |
| DAVID FOREMAN | DIRECTOR | – | $0 |
| ELIZABETH HAMMOND | CHAIR | – | $0 |
| DAVID KORN | DIRECTOR | – | $0 |
| JEFF MORTIS | DIRECTOR | – | $0 |
| MIKE SKJONSBY | DIRECTOR | – | $0 |
| TOM RICKARD | DIRECTOR | – | $0 |
Address and contacts
- Address (IRS master file)
- 2718 WRENDALE WAY, SACRAMENTO, CA 95821-6748
- Principal officer (990 for 2025)
- DAVID KNIGHT, 2718 WRENDALE WAY, SACRAMENTO, CA 95821
- Signed the 990
- DAVID KNIGHT, OFFICER
- Phone
- (916) 616-7570
- Return prepared by
- Watson Tax CPA Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 95-0592955 or by the name CALIFORNIA FINANCIAL SERVICES ASSOCIATION.
- 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
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.
Program accomplishments
- 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.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-0592955
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1942
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $318,570
- Income (IRS master file)
- $253,883
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $253,883 | $289,023 | $318,570 | XML |
| 990 | December 2024 | $332,149 | $289,241 | $353,710 | IRS |
| 990 | December 2023 | $312,536 | $330,004 | $310,802 | XML |
| 990 | December 2022 | $340,788 | $346,470 | $328,270 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 95-0592955).
Questions about CALIFORNIA FINANCIAL SERVICES ASSOCIATION
- What is the EIN of CALIFORNIA FINANCIAL SERVICES ASSOCIATION?
- The employer identification number (EIN) of CALIFORNIA FINANCIAL SERVICES ASSOCIATION is 95-0592955.
- Is CALIFORNIA FINANCIAL SERVICES ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1942.
- Are donations to CALIFORNIA FINANCIAL SERVICES ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA FINANCIAL SERVICES ASSOCIATION 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 FINANCIAL SERVICES ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA FINANCIAL SERVICES ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CALIFORNIA FINANCIAL SERVICES ASSOCIATION?
- The 990 for the year ended December 31, 2025 names DAVID KNIGHT.
- Who are the officers and directors of CALIFORNIA FINANCIAL SERVICES ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA FINANCIAL SERVICES ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $253,883, expenses of $289,023 and total assets of $318,570 at year end.
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