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California · Nonprofit

California Society of Enrolled Agents Inc

California Society of Enrolled Agents Inc (California) receives grants from 1 organization whose IRS filings report $86,828 to it, the largest being California Society of Enrolled Agents Group Return ($86,828). 1 of them have funded it in more than one year.

$1.9M
Revenue FY2025
1
Funders on record
$87k
Grants received
$188k
Net assets
1/1 repeat funderspeak grant-dependency 2%

Against its field

California Society of Enrolled Agents Inc runs a healthier operating margin than half of the 1,812 community improvement nonprofits its size.

Operating margin21% · above the median
Months of reserve6.8mo · above the median
Revenue growth (annualized)4% · below the median

this organization peer median middle 50% of peers· 1,812 community improvement nonprofits $1M–$10M, FY2025

Three funders worth looking at

Grantmakers with no record of funding this organization, ranked by how strongly the co-funder graph and the mission embeddings agree. The evidence is in section 03.

See all 12 prospects and why each one surfaced →
01The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($1.4M) Expenses 100 ($1.5M) Net assets 100 ($248k)2018 Revenue 89 ($1.2M) Expenses 84 ($1.2M) Net assets 95 ($235k)2019 Revenue 82 ($1.1M) Expenses 91 ($1.3M) Net assets 13 ($32k)2020 Revenue 67 ($930k) Expenses 71 ($1.0M) Net assets -35 ($-87556)2021 Revenue 83 ($1.1M) Expenses 67 ($987k) Net assets 28 ($70k)2022 Revenue 88 ($1.2M) Expenses 81 ($1.2M) Net assets 40 ($98k)2023 Revenue 93 ($1.3M) Expenses 90 ($1.3M) Net assets 26 ($64k)2024 Revenue 97 ($1.3M) Expenses 109 ($1.6M) Net assets -82 ($-201852)2025 Revenue 136 ($1.9M) Expenses 101 ($1.5M) Net assets 76 ($188k)
'17'18'19'20'21'22'23'24'25
Revenue (136)Expenses (101)Net assets (76)Peer revenue range

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2020 1%. Grants only. Government contracts and fees sit inside program revenue.

6% of California Society of Enrolled Agents Inc’s revenue is contributions — about as donation-reliant as the typical peer (61% for the typical peer).

This organization
Typical peer · 4,406 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 6 of the last 9 reported years ran a deficit.

$91k
17
$13k
18
$204k
19
$119k
20
$157k
21
$28k
22
$34k
23
$266k
24
$390k
25
6.8
months of
reserve
02Who funds it

Who funds it, year by year

2019 → 2023: the base held at 1 funder, grant income rose $6k → $30k.

Funder
'19
'21
'22
'23
'24*
total
funders
1
1
1
1
1

From the IRS filings of California Society of Enrolled Agents Inc’s funders (the co-funder graph). Association, not causation.

Where its funders are

100% of California Society of Enrolled Agents Inc's grant income comes from California funders.

CA

In-state vs out-of-state, by year

19
21
22
23
California out of state home

Funder states come from each funder’s own filing.

03Its place in the field

Funders to approach

Grantmakers that don’t fund you yet, surfaced two ways: they back organizations that share your funders, or their grantees resemble your mission. The ones both signals agree on come first.

From the co-funder graph (funders backing at least two comparable organizations, shrunk for grantee count, donor-advised and mega-funds excluded) and the universe embeddings. A research starting point; overlap is association, not a guarantee of fit.

Organizations like California Society of Enrolled Agents Inc

Nonprofits whose mission and program text most resemble this one, by semantic similarity over the universe of US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

04Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Governance

22
board members
91%
independent
Conflict-of-interest policyWhistleblower policyDocument retentionBoard reviewed the 990Audited financials

Footprint & structure

Part of a family of 1 related entity

  • CSEA Education Foundation Inc · exempt

Screen this organization

A dated, signed PDF of the compliance screen for California Society of Enrolled Agents Inc: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds California Society of Enrolled Agents Inc?
California Society of Enrolled Agents Inc (California) receives grants from 1 organization whose IRS filings report $86,828 to it, the largest being California Society of Enrolled Agents Group Return ($86,828). 1 of them have funded it in more than one year.
How many funders does California Society of Enrolled Agents Inc have?
IRS filings report 1 organization giving $86,828 in grants to California Society of Enrolled Agents Inc, 1 of which have funded it in more than one year.
Who is the largest funder of California Society of Enrolled Agents Inc?
California Society of Enrolled Agents Group Return is the largest funder on record, with $86,828 in grants. The full list of funders is on this page.
How can an organization like California Society of Enrolled Agents Inc find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 1funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. What this page cannot tell you · view filing