STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

CALIFORNIA ASSESSORS ASSOCIATION

Cite this

Plain text CALIFORNIA ASSESSORS ASSOCIATION. Strategy Studio, nonprofit organization profile, tax years 2014–2024. https://strategystudio.org/org/900192573. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). CALIFORNIA ASSESSORS ASSOCIATION [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/900192573

MLA “CALIFORNIA ASSESSORS ASSOCIATION.” Strategy Studio, tax years 2014–2024, https://strategystudio.org/org/900192573. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2014–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $329K · expenses $388K · assets $170K

Also known as
GROUP RETURN
EIN
90-0192573
Address
3620 AMERICAN RIVER DR STE 230, SACRAMENTO, CA 95864-5914
Website
calassessor.org
NTEE code
S40
Subsection
501(c)(6)
Ruling year
2004
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PROMOTE AND IMPROVE A FAIR PROPERTY TAX SYSTEM IN CALIFORNIA FOR THE PUBLIC GOOD.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 39 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

39 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Tara Freitas-See Stmt Treasurer2023-2024 6 $0 reported 2
Julie Divita-See Stmt Treasurer2023-2024 3 $0 reported 1
Lynn Zhang-See Stmt Treasurer2021-2024 1 $0 reported 1
Kan Wang-See Stmt Treasurer2024 2 $0 reported 1
Dawn Solis-See Stmt Treasurer2014-2024 1 $0 reported 1
Deva Proto-See Stmt Treasurer2023-2024 1 $0 reported 1
Craig Kay-See Stmt Treasurer2019-2024 2 $0 reported 1
Kristine Lee-See Stmt Treasurer2015-2024 1 $0 reported 2
Robert Menvielle-See Stmt Treasurer2019-2024 1 $0 reported 1
Robert Vaughn-See Stmt Treasurer2023-2024 3 $0 reported 1
Andrew Yim-See Stmt (former) Treasurer2023 2 $0 reported 1
Kristen Depaul-See Stmt (former) Treasurer2022 6 $0 reported 2
Matt Reavill-See Stmt (former) Treasurer2019-2022 3 $0 reported 1
Kevin Lechner-See Stmt (former) Treasurer2021-2022 2 $0 reported 1
Stephen Vagnini-See Stmt (former) Treasurer2022 1 $0 reported 1
Miguel Morales-See Stmt (former) Treasurer2019-2022 3 $0 reported 1
Steve Bestolarides-See Stmt (former) Treasurer2019-2021 6 $0 reported 2
Stephen Vagnini (former) Treasurer2021 1 $0 reported 1
Sue Lightell-See Stmt (former) Treasurer2020 1 $0 reported 1
Waqar Rizvi-See Stmt (former) Treasurer2015-2020 2 $0 reported 1
Roland Hill-See Stmt (former) Treasurer2020 1 $0 reported 1
Tami Donner - See Stmt (former) Treasurer2019 1 $0 reported 1
John Hurlbut - See Stmt (former) Treasurer2019 3 $0 reported 1
Roland Hill (former) Treasurer2018-2019 1 $0 reported 1
Sal Duran-See Stmt (former) Treasurer2015-2018 1 $0 reported 1
Mike Austin-See Stmt (former) Treasurer2015-2018 2 $0 reported 1
William F Rousseau-See Stmt (former) Treasurer2017-2018 6 $0 reported 1
Mike Mallory-See Stmt (former) Treasurer2014-2018 2 $0 reported 1
John Hurburt (former) Treasurer2018 3 $0 reported 1
John Lifquist-See Stmt (former) Treasurer2014-2018 1 $0 reported 1
Diane Alfeld-See Stmt (former) Treasurer2016-2018 3 $0 reported 1
Tom J Bordonaro Jr-See Stmt (former) Treasurer2014-2017 1 $0 reported 1
Kathleen Kelleher-See Stmt (former) Treasurer2014-2016 6 $0 reported 1
Jeffrey Moreno-See Stmt (former) Treasurer2015 3 $0 reported 1
Thong Phan-See Stmt (former) Treasurer2014 1 $0 reported 1
David Montgomery-See Stmt (former) Treasurer2014 2 $0 reported 1
Kenneth W Blakemore-See Stmt (former) Treasurer2014 4 $0 reported 1
Randolph A Gomes-See Stmt (former) Treasurer2014 3 $0 reported 1
Jeff Moreno-See Stmt (former) Treasurer2014 3 $0 reported 1

People by year

2024 · 10 people listed · none paid · 0 employees · 39 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIE DIVITA-SEE STMT Treasurer3 $0$0$0 $01
LYNN ZHANG-SEE STMT Treasurer1 $0$0$0 $01
TARA FREITAS-SEE STMT Treasurer6 $0$0$0 $02
KAN WANG-SEE STMT Treasurer2 $0$0$0 $01
DAWN SOLIS-SEE STMT Treasurer1 $0$0$0 $01
DEVA PROTO-SEE STMT Treasurer1 $0$0$0 $01
CRAIG KAY-SEE STMT Treasurer2 $0$0$0 $01
KRISTINE LEE-SEE STMT Treasurer1 $0$0$0 $02
ROBERT MENVIELLE-SEE STMT Treasurer1 $0$0$0 $01
ROBERT VAUGHN-SEE STMT Treasurer3 $0$0$0 $01
2023 · 10 people listed · none paid · 0 employees · 39 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIE DIVITA-SEE STMT Treasurer3 $0$0$0 $01
LYNN ZHANG-SEE STMT Treasurer1 $0$0$0 $01
TARA FREITAS-SEE STMT Treasurer6 $0$0$0 $02
ANDREW YIM-SEE STMT Treasurer2 $0$0$0 $01
DAWN SOLIS-SEE STMT Treasurer1 $0$0$0 $01
DEVA PROTO-SEE STMT Treasurer1 $0$0$0 $01
CRAIG KAY-SEE STMT Treasurer2 $0$0$0 $01
KRISTINE LEE-SEE STMT Treasurer1 $0$0$0 $02
ROBERT MENVIELLE-SEE STMT Treasurer1 $0$0$0 $01
ROBERT VAUGHN-SEE STMT Treasurer3 $0$0$0 $01
2022 · 10 people listed · none paid · 0 employees · 39 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATT REAVILL-SEE STMT Treasurer3 $0$0$0 $01
LYNN ZHANG-SEE STMT Treasurer1 $0$0$0 $01
KRISTEN DEPAUL-SEE STMT Treasurer6 $0$0$0 $02
KEVIN LECHNER-SEE STMT Treasurer2 $0$0$0 $01
DAWN SOLIS-SEE STMT Treasurer1 $0$0$0 $01
STEPHEN VAGNINI-SEE STMT Treasurer1 $0$0$0 $01
CRAIG KAY-SEE STMT Treasurer2 $0$0$0 $01
KRISTINE LEE-SEE STMT Treasurer1 $0$0$0 $02
ROBERT MENVIELLE-SEE STMT Treasurer1 $0$0$0 $01
MIGUEL MORALES-SEE STMT Treasurer3 $0$0$0 $01
2021 · 10 people listed · none paid · 0 employees · 39 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATT REAVILL-SEE STMT Treasurer3 $0$0$0 $01
LYNN ZHANG-SEE STMT Treasurer1 $0$0$0 $01
STEVE BESTOLARIDES-SEE STMT Treasurer6 $0$0$0 $02
KEVIN LECHNER-SEE STMT Treasurer2 $0$0$0 $01
DAWN SOLIS-SEE STMT Treasurer1 $0$0$0 $01
STEPHEN VAGNINI Treasurer1 $0$0$0 $01
CRAIG KAY-SEE STMT Treasurer2 $0$0$0 $01
KRISTINE LEE-SEE STMT Treasurer1 $0$0$0 $02
ROBERT MENVIELLE-SEE STMT Treasurer1 $0$0$0 $01
MIGUEL MORALES-SEE STMT Treasurer3 $0$0$0 $01
2020 · 10 people listed · none paid · 0 employees · 39 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATT REAVILL-SEE STMT Treasurer3 $0$0$0 $01
SUE LIGHTELL-SEE STMT Treasurer1 $0$0$0 $01
STEVE BESTOLARIDES-SEE STMT Treasurer1 $0$0$0 $02
WAQAR RIZVI-SEE STMT Treasurer2 $0$0$0 $01
DAWN SOLIS-SEE STMT Treasurer1 $0$0$0 $01
KRISTINE LEE-SEE STMT Treasurer6 $0$0$0 $02
CRAIG KAY-SEE STMT Treasurer2 $0$0$0 $01
ROLAND HILL-SEE STMT Treasurer1 $0$0$0 $01
ROBERT MENVIELLE-SEE STMT Treasurer1 $0$0$0 $01
MIGUEL MORALES-SEE STMT Treasurer3 $0$0$0 $01
2019 · 10 people listed · none paid · 0 employees · 39 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MATT REAVILL - SEE STMT Treasurer3 $0$0$0 $01
TAMI DONNER - SEE STMT Treasurer1 $0$0$0 $01
STEVE BESTOLARIDES - SEE STMT Treasurer1 $0$0$0 $02
DAWN SOLIS-SEE STMT Treasurer1 $0$0$0 $01
KRISTINE LEE-SEE STMT Treasurer4 $0$0$0 $02
CRAIG KAY - SEE STMT Treasurer2 $0$0$0 $01
JOHN HURLBUT - SEE STMT Treasurer3 $0$0$0 $01
ROLAND HILL Treasurer1 $0$0$0 $01
ROBERT MENVIELLE-SEE STMT Treasurer1 $0$0$0 $01
MIGUEL MORALES-SEE STMT Treasurer3 $0$0$0 $01
2018 · 10 people listed · none paid · 0 employees · 39 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SAL DURAN-SEE STMT Treasurer1 $0$0$0 $01
MIKE AUSTIN-SEE STMT Treasurer2 $0$0$0 $01
WILLIAM F ROUSSEAU-SEE STMT Treasurer6 $0$0$0 $01
DAWN SOLIS-SEE STMT Treasurer1 $0$0$0 $01
KRISTINE LEE-SEE STMT Treasurer4 $0$0$0 $02
MIKE MALLORY-SEE STMT Treasurer2 $0$0$0 $01
JOHN HURBURT Treasurer3 $0$0$0 $01
ROLAND HILL Treasurer1 $0$0$0 $01
JOHN LIFQUIST-SEE STMT Treasurer1 $0$0$0 $01
DIANE ALFELD-SEE STMT Treasurer3 $0$0$0 $01
2017 · 10 people listed · none paid · 0 employees · 39 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SAL DURAN-SEE STMT Treasurer1 $0$0$0 $01
MIKE AUSTIN-SEE STMT Treasurer2 $0$0$0 $01
WILLIAM F ROUSSEAU-SEE STMT Treasurer6 $0$0$0 $01
DAWN SOLIS-SEE STMT Treasurer1 $0$0$0 $01
KRISTINE LEE-SEE STMT Treasurer4 $0$0$0 $02
MIKE MALLORY-SEE STMT Treasurer2 $0$0$0 $01
WAQAR RIZVI-SEE STMT Treasurer3 $0$0$0 $01
TOM J BORDONARO JR-SEE STMT Treasurer1 $0$0$0 $01
JOHN LIFQUIST-SEE STMT Treasurer1 $0$0$0 $01
DIANE ALFELD-SEE STMT Treasurer3 $0$0$0 $01
2016 · 10 people listed · none paid · 0 employees · 39 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SAL DURAN-SEE STMT Treasurer1 $0$0$0 $01
MIKE AUSTIN-SEE STMT Treasurer2 $0$0$0 $01
KATHLEEN KELLEHER-SEE STMT Treasurer6 $0$0$0 $01
DAWN SOLIS-SEE STMT Treasurer1 $0$0$0 $01
KRISTINE LEE-SEE STMT Treasurer4 $0$0$0 $02
MIKE MALLORY-SEE STMT Treasurer2 $0$0$0 $01
WAQAR RIZVI-SEE STMT Treasurer3 $0$0$0 $01
TOM J BORDONARO JR-SEE STMT Treasurer1 $0$0$0 $01
JOHN LIFQUIST-SEE STMT Treasurer1 $0$0$0 $01
DIANE ALFELD-SEE STMT Treasurer3 $0$0$0 $01
2015 · 10 people listed · none paid · 0 employees · 39 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SAL DURAN-SEE STMT Treasurer1 $0$0$0 $01
MIKE AUSTIN-SEE STMT Treasurer2 $0$0$0 $01
KATHLEEN KELLEHER-SEE STMT Treasurer6 $0$0$0 $01
DAWN SOLIS-SEE STMT Treasurer1 $0$0$0 $01
KRISTINE LEE-SEE STMT Treasurer4 $0$0$0 $02
MIKE MALLORY-SEE STMT Treasurer2 $0$0$0 $01
WAQAR RIZVI-SEE STMT Treasurer3 $0$0$0 $01
TOM J BORDONARO JR-SEE STMT Treasurer1 $0$0$0 $01
JOHN LIFQUIST-SEE STMT Treasurer1 $0$0$0 $01
JEFFREY MORENO-SEE STMT Treasurer3 $0$0$0 $01
2014 · 10 people listed · none paid · 0 employees · 39 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THONG PHAN-SEE STMT Treasurer1 $0$0$0 $01
DAVID MONTGOMERY-SEE STMT Treasurer2 $0$0$0 $01
KATHLEEN KELLEHER-SEE STMT Treasurer6 $0$0$0 $01
DAWN SOLIS-SEE STMT Treasurer1 $0$0$0 $01
KENNETH W BLAKEMORE-SEE STMT Treasurer4 $0$0$0 $01
MIKE MALLORY-SEE STMT Treasurer2 $0$0$0 $01
RANDOLPH A GOMES-SEE STMT Treasurer3 $0$0$0 $01
TOM J BORDONARO JR-SEE STMT Treasurer1 $0$0$0 $01
JOHN LIFQUIST-SEE STMT Treasurer1 $0$0$0 $01
JEFF MORENO-SEE STMT Treasurer3 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$329,191$388,141 $169,587$169,587 $0$329,179 $0039
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$230,100$338,211 $228,537$228,537 $0$229,982 $0039
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$173,700$224,347 $336,648$336,648 $0$173,679 $0039
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$59,708$138,877 $387,295$387,295 $0$59,700 $0039
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$84,649$1,373 $466,464$466,464 $0$84,639 $0039
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$66,271$14,585 $383,188$383,188 $0$66,252 $0039
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$139,275$99,344 $331,502$331,502 $0$139,258 $0039
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$166,413$73,728 $291,571$291,571 $0$166,407 $0039
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$126,767$93,031 $203,886$198,886 $0$126,761 $0039
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$109,517$108,096 $165,150$165,150 $0$109,380 $0039
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$145,622$119,405 $163,729$163,729 $0$140,606 $0039

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CALIFORNIA ASSESSORS ASSOCIATIONCAS40 $282,150$285,742 President$0 Same NTEE code S40, revenue within 2x, same state, similar mission
CALIFORNIA FRAMING CONTRACTORS ASSOCIATIONCAS40 $194,061$136,439 President$0 Same NTEE code S40, revenue within 2x, same state, similar name
CALIFORNIA RENTAL HOUSING ASSOCIATION INCCAS40 $648,494$592,617 Secretary$0 Same NTEE code S40, revenue within 2x, same state, similar name
CALIFORNIA AGAVE COUNCILCAS40 $166,415$185,865 President & CEO$0 Same NTEE code S40, revenue within 2x, same state
JACK IN THE BOX OPERATORS ASSOCIATION INCCAS40 $314,941$316,393 CEO$0 Same NTEE code S40, revenue within 2x, same state
FEATHER RIVER TOURISM ASSOCIATIONCAS40 $258,735$262,510 PRESIDENT$0 Same NTEE code S40, revenue within 2x, same state
MARKETING ASSOCIATION OF CUSCAS40 $440,787$419,197 Associate Director$0 Same NTEE code S40, revenue within 2x, same state
LA JOLLA VILLAGE MERCHANTS ASSOCIATION INCCAS40 $325,545$286,745 Executive Dir.$110,559 Same NTEE code S40, revenue within 2x, same state
SPORT & SOCIAL INDUSTRY ASSOCIATIONCAS40 $283,314$297,260 Pres$0 Same NTEE code S40, revenue within 2x, same state
CALOMA - CALIFORNIA LABOR OIL MANAGEMENT ALLIANCECAS40 $245,000$245,090 CEO$0 Same NTEE code S40, revenue within 2x, same state
SACRAMENTO CITY EXEMPT EMPLOYEES ASSOCIATIONCAS40 $228,733$155,262 President$0 Same NTEE code S40, revenue within 2x, same state
AMERICAN PETROLEUM AND CONVENIENCE STORE ASSOCIATION INCCAS40 $596,294$668,662 Chairman$0 Same NTEE code S40, revenue within 2x, same state
ASOCIACION DE EMPRENDEDORESCAS40 $479,561$312,612 President$82,500 Same NTEE code S40, revenue within 2x, same state
NATIONAL CREDIT UNION COLLECTIONS ALLIANCECAS40 $227,219$258,063 TREASURER$0 Same NTEE code S40, revenue within 2x, same state
NATIONAL TRUCK AND HEAVY EQUIPMENT CLAIMS COUCIL INCCAS40 $302,743$264,583 EXECUTIVE DIR$12,000 Same NTEE code S40, revenue within 2x, same state
BLACK MUSIC ACTION COALITION LTDCAS40 $167,449$1,023,089 President & CEO$192,941 Same NTEE code S40, revenue within 2x, same state
TRABUCO CANYON IMPROVEMENT CORPORATIONCAS40 $168,014$168,014 PRESIDENT$0 Same NTEE code S40, revenue within 2x, same state
ENTERPRISE FOUNDATIONCAS40 $618,001$898,369 President Board Chair$0 Same NTEE code S40, revenue within 2x, same state
R STREET SACRAMENTO PARTNERSHIPCAS40 $420,086$283,197 Administrator$105,840 Same NTEE code S40, revenue within 2x, same state
WINEGROWERS OF DRY CREEK VALLEYCAS40 $519,433$581,287 DIRECTOR$0 Same NTEE code S40, revenue within 2x, same state
SONA SONGWRITERS OF NORTH AMERICACAS40 $406,348$388,003 TRUSTEE$78,462 Same NTEE code S40, revenue within 2x, same state
SOUTHERN CALIFORNIA ACADEMY OF GENERAL DENTISTRYCAS40 $448,421$127,451 EXECUTIVE DIRECTOR$60,000 Same NTEE code S40, revenue within 2x, same state
NATIONAL UTILITIES DIVERSITY COUNCILCAS40 $237,185$414,221 EXECUTIVE DIRECTOR$75,000 Same NTEE code S40, revenue within 2x, same state
HISPANIC CHAMBER OF COMMERCE OF ORANGE COUNTY EDUCATION FOUNDATIONCAS40 $224,611$183,534 PRESIDENT$0 Same NTEE code S40, revenue within 2x, same state
KOREAN AMERICAN SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS INCCAS40 $189,351$185,995 PRESIDENT$0 Same NTEE code S40, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$225,0003 22020–2021 3C CAPITAL FUND INC; ENTERPRISE FOUNDATION
INTUITIVE FOUNDATION Private foundation$200,0001 12020–2020 ENTERPRISE FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$100,0001 12023–2023 NATIONAL UTILITIES DIVERSITY COUNCIL
NEW HAMPSHIRE CHARITABLE FOUNDATION DAF sponsor$59,0003 12020–2024 WOLFEBORO CROSS COUNTRY SKI ASSOCIATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$50,0001 12019–2019 ENTERPRISE FOUNDATION
WELLS FARGO FOUNDATION Private foundation$50,0002 12024–2025 ENTERPRISE FOUNDATION
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$50,0001 12023–2023 3C CAPITAL FUND INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$46,4002 12022–2023 WOLFEBORO CROSS COUNTRY SKI ASSOCIATION
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation$43,4506 32014–2023 HISPANIC CHAMBER OF COMMERCE OF ORANGE COUNTY EDUCATION FOUNDATION; ASOCIACION DE EMPRENDEDORES; SACRAMENTO BUSINESS SERVICES CENTER
INLAND EMPIRE COMMUNITY FOUNDATION DAF sponsor$25,0002 12023–2024 ASOCIACION DE EMPRENDEDORES
LATINO COMMUNITY FOUNDATION DAF sponsor$25,0001 12023–2023 ASOCIACION DE EMPRENDEDORES
THE CALIFORNIA WELLNESS FOUNDATION Private foundation$25,0001 12021–2021 3C CAPITAL FUND INC
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$20,0001 12023–2023 WOLFEBORO CROSS COUNTRY SKI ASSOCIATION
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$20,0001 12023–2023 WOLFEBORO CROSS COUNTRY SKI ASSOCIATION
PAYPAL CHARITABLE GIVING FUND DAF sponsor$19,6871 12020–2020 ENTERPRISE FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $388,141 spent · pay $0 · grants $0 · events $285,826
LineAs describedTotalProgramManagementFundraisingShare
Conferences, conventions and meetings $280,316$280,316-- 72.2%
Other (as described)PSAC SURVEY-PROFESSIONAL SERV $68,290--- 17.6%
Other (as described)PROFESSIONAL SERVICES $25,000--- 6.4%
Office expenses $6,005--- 1.5%
Other (as described) EventREGIONAL LUNCHEONS, NET $5,510--- 1.4%
Other (as described)COMMITTEE EXPENSES $1,532--- 0.4%
All other expenses $1,488--- 0.4%
Total$388,141100%

View the filing

2023 · Form 990 · $338,211 spent · pay $0 · grants $0 · events $211,328
LineAs describedTotalProgramManagementFundraisingShare
Conferences, conventions and meetings $208,635$208,635-- 61.7%
Other (as described)PSAC SURVEY-PROFESSIONAL SERV $78,781--- 23.3%
Other (as described)PROFESSIONAL SERVICES $37,500--- 11.1%
Office expenses $5,901--- 1.7%
Other (as described) EventREGIONAL LUNCHEONS, NET $2,693--- 0.8%
Other (as described)COMMITTEE EXPENSES $2,176--- 0.6%
All other expenses $2,025--- 0.6%
Travel $500--- 0.1%
Total$338,211100%

View the filing

2022 · Form 990 · $224,347 spent · pay $0 · grants $0 · events $179,919
LineAs describedTotalProgramManagementFundraisingShare
Conferences, conventions and meetings $178,658--- 79.6%
Other (as described)PSAC SURVEY-PROFESSIONAL SERV $32,968--- 14.7%
Office expenses $8,097--- 3.6%
Other (as described)SPRING WORKSHOP $2,448--- 1.1%
Other (as described) EventREGIONAL LUNCHEONS, NET $1,261--- 0.6%
Travel $500--- 0.2%
Other (as described)AWARDS $220--- 0.1%
All other expenses $195--- 0.1%
Total$224,347100%

View the filing

2021 · Form 990 · $138,877 spent · pay $0 · grants $0 · events $62,140
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PSAC SURVEY-PROFESSIONAL SERV $75,548--- 54.4%
Conferences, conventions and meetings $61,520--- 44.3%
Office expenses $664--- 0.5%
Other (as described) EventREGIONAL LUNCHEONS, NET $620--- 0.4%
Other (as described)BANK CHARGES $300--- 0.2%
Other (as described)AWARDS $218--- 0.2%
All other expenses $7--- 0.0%
Total$138,877100%

View the filing

2020 · Form 990 · $1,373 spent · pay $0 · grants $0 · events $775
LineAs describedTotalProgramManagementFundraisingShare
Other (as described) EventREGIONAL LUNCHEONS, NET $775--- 56.4%
Other (as described)PROFESSIONAL SERVICES $399--- 29.1%
Office expenses $149--- 10.9%
Other (as described)BANK CHARGES $50--- 3.6%
Total$1,373100%

View the filing

2019 · Form 990 · $14,585 spent · pay $0 · grants $0 · events $2,717
LineAs describedTotalProgramManagementFundraisingShare
Office expenses $4,210--- 28.9%
Other (as described)GIFTS $2,859--- 19.6%
Other (as described) EventREGIONAL LUNCHEONS, NET $2,717--- 18.6%
Other (as described)SPRING BUSINESS MEETING $2,045--- 14.0%
Other (as described)TRAVEL REIMBURSEMENT $1,715--- 11.8%
All other expenses $1,039--- 7.1%
Total$14,585100%

View the filing

2018 · Form 990 · $99,344 spent · pay $0 · grants $0 · events $3,473
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PSAC SURVEY-PROFESSIONAL SVCE $71,539--- 72.0%
Other (as described)SOFTWARE DEVELOPMENT $15,000--- 15.1%
All other expenses $4,639--- 4.7%
Other (as described) EventREGIONAL LUNCHEONS, NET $3,473--- 3.5%
Other (as described)TRAVEL REIMBURSEMENT $2,908--- 2.9%
Office expenses $1,785--- 1.8%
Total$99,344100%

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2017 · Form 990 · $73,728 spent · pay $0 · grants $0 · events $2,204
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PSAC SURVEY-PROFESSIONAL SVCE $46,833--- 63.5%
Other (as described)TRAVEL REIMBURSEMENT $13,928--- 18.9%
Office expenses $4,142--- 5.6%
All other expenses $3,776--- 5.1%
Other (as described)PROFESSIONAL SERVICES $2,845--- 3.9%
Other (as described) EventREGIONAL LUNCHEONS, NET $2,204--- 3.0%
Total$73,728100%

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2016 · Form 990 · $93,031 spent · pay $0 · grants $0 · events $4,199
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PSAC SURVEY-PROFESSIONAL SVCE $80,755--- 86.8%
Other (as described) EventREGIONAL LUNCHEONS, NET $4,199--- 4.5%
Other (as described)TRAVEL REIMBURSEMENT $2,962--- 3.2%
Other (as described)SPRING BUSINESS MEETING $2,518--- 2.7%
All other expenses $1,787--- 1.9%
Office expenses $810--- 0.9%
Total$93,031100%

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2015 · Form 990 · $108,096 spent · pay $0 · grants $0 · events $12,480
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PSAC SURVEY-PROFESSIONAL SVCE $80,744--- 74.7%
Other (as described) EventREGIONAL LUNCHEONS, NET $12,480--- 11.5%
All other expenses $5,197--- 4.8%
Other (as described)SPRING BUSINESS MEETING $4,632--- 4.3%
Other (as described)PROFESSIONAL SERVICES $3,740--- 3.5%
Office expenses $1,303--- 1.2%
Total$108,096100%

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2014 · Form 990 · $119,405 spent · pay $0 · grants $0 · events $8,057
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PSAC SURVEY-PROFESSIONAL SVCE $97,020--- 81.3%
Other (as described) EventREGIONAL LUNCHEONS, NET $8,057--- 6.7%
Other (as described)COMMITTEE EXPENSES $6,667--- 5.6%
All other expenses $3,309--- 2.8%
Office expenses $3,132--- 2.6%
Other (as described)TRAVEL REIMBURSEMENT $1,220--- 1.0%
Total$119,405100%

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