NonprofitsCalcpa Institute

Education

Calcpa Institute

SACRAMENTO, CA

Total revenue

$398K

Total expenses

$1.1M

Net assets

$1.5M

Grants received

$2.0M

10 grants

EIN

200978565

Tax year

2023

Mission

Advance financial education and improve financial literacy of the public.

Programs

2 programs

Student outreach: at the highschool level, calcpa sponsors deca and future business leaders of america events to help inspire next generation to pursue careers in accounting. From community college to cpa is a program offered on community college campuses and virtually across the state that aids students in the transition from a two year college and help kickstatt their cpa journey. The industry influencer program establishes student representatives on various college campuses with the goal of building stronger relationships with accounting educators and students, as well as promoting the accounting profession and cpa licensure. Calcpa also hosts firm crawl field trips for college students to visit firms, meet partners and personally get a feel for different size firms. In addition, the institute oversees belonging efforts within the cpa profession by managing a mentorship program, connecting students with diverse professionals across the state.

Expenses: $732K

Calcpa leadership institute is a 5-day program designed to teach calcpa members skills that will make them better leaders and managers. Participants grow as volunteer and business leaders as they focus on improving leadership behavior, as well as critical thinking and management skills. The california cpa education foundation and calcpa underwrite the costs of the program except for a small administrative fee that is the responsibility of the individual participant.

Expenses: $52K

Financials

FY 2023

Revenue

Contributions & grants$315K
Program service revenue$8K
Investment income$74K
Other revenue$920
Total revenue$398K

Expenses

Grants paid$263K
Salaries & benefits$569K
Fundraising
Other expenses$262K
Total expenses$1.1M
Total assets$3.4M
Net assets$1.5M

People

22 listed

NameRoleCompensation

Denise Froemming

President and CEO

Board

0.1 hrs/wk

Natalie Quan

VP and CFO of Financial Strategy and Business Excellence

Board

0.1 hrs/wk

Tayiika Dennis

Past Chair (Immediate)

Board

0.1 hrs/wk

Meredith Johnson

Chair

Board

0.1 hrs/wk

Matthew Martin

First Vice Chair

Board

0.1 hrs/wk

Jillian N Phan

Secretary/Treasurer

Board

0.1 hrs/wk

Andrea Cope

Foundation President

Board

0.1 hrs/wk

David J Neighbors

Vice Chair

Board

0.1 hrs/wk

Grace Clark

Vice Chair (eff 7-2023)

Board

0.1 hrs/wk

Miklos Ringbauer

Vice Chair

Board

0.1 hrs/wk

Jonathan Bryson

Vice Chair (eff 7-2023)

Board

0.1 hrs/wk

Charles Osaki

Council Representative (eff 7-2023)

Board

0.1 hrs/wk

Dalton R Sweaney

Council Representative

Board

0.1 hrs/wk

Erin Roche

Council Representative

Board

0.1 hrs/wk

Marjorie McPike

Council Representative (eff 7-2023)

Board

0.1 hrs/wk

John Misuraca

Council Representative (through 7-2023)

Board

0.1 hrs/wk

Richard Giedlin

Council Representative (through 7-2023)

Board

0.1 hrs/wk

Mei-Li Huang

Appointed Member

Board

0.1 hrs/wk

Adam Blaylock

Appointed Member (eff 7-2023)

Board

0.1 hrs/wk

John Schultz

Appointmented Member (through 12-2023)

Board

0.1 hrs/wk

Panteha Dixon

Appointed Member (through 7-2023)

Board

0.1 hrs/wk

Heather Collins

Senior Director-DE&I, Pipeline and Engagement

Staff

40 hrs/wk

Grants received

Showing 10 of 10

FromAmountPurposeYear
$255K
THE PURPOSE OF GRANT OR ASSISTANCE: SUPPORT FOR CALCPA INSTITUTE INCLUDES TRANSFERS OF NET PROCEEDS FROM FUNDRAISING EVENTS HELD BY CALCPA CHAPTERS TO BENEFIT THE SCHOLARSHIP FUNDS, AS WELL AS MONETARY CONTRIBUTION TO SUPPORT THE ADMINISTRATION OF CALCPA INSTITUTE.
2023
$324K
THE PURPOSE OF GRANT OR ASSISTANCE: SUPPORT FOR CALCPA INSTITUTE INCLUDES TRANSFERS OF NET PROCEEDS FROM FUNDRAISING EVENTS HELD BY CALCPA CHAPTERS TO BENEFIT THE SCHOLARSHIP FUNDS, AS WELL AS MONETARY CONTRIBUTION TO SUPPORT THE ADMINISTRATION OF CALCPA INSTITUTE.
2022
$347K
THE PURPOSE OF GRANT OR ASSISTANCE: SUPPORT FOR CALCPA INSTITUTE INCLUDES TRANSFERS OF NET PROCEEDS FROM FUNDRAISING EVENTS HELD BY CALCPA CHAPTERS TO BENEFIT THE SCHOLARSHIP FUNDS, AS WELL AS MONETARY CONTRIBUTION TO SUPPORT THE ADMINISTRATION OF CALCPA INSTITUTE.
2021
$34K
THE PURPOSE OF GRANT OR ASSISTANCE: THIS SUPPORT FOR CALCPA INSTITUTE INCLUDES TRANSFERS OF NET PROCEEDS FROM JOINT EDUCATIONAL EVENT HELD BETWEEN CALCPA SOCIETY AND CALCPA FOUNDATION THAT BENEFITED THE CHAPTERS SCHOLARSHIP FUND.
2021
$426K
THE PURPOSE OF GRANT OR ASSISTANCE: SUPPORT FOR CALCPA INSTITUTE INCLUDES TRANSFERS OF NET PROCEEDS FROM FUNDRAISING EVENTS HELD BY CALCPA CHAPTERS TO BENEFIT THE SCHOLARSHIP FUNDS, AS WELL AS MONETARY CONTRIBUTION TO SUPPORT THE ADMINISTRATION OF CALCPA INSTITUTE.
2020
$7K
THE PURPOSE OF GRANT OR ASSISTANCE: THIS SUPPORT FOR CALCPA INSTITUTE INCLUDES TRANSFERS OF NET PROCEEDS FROM JOINT EDUCATIONAL EVENT HELD BETWEEN CALCPA SOCIETY AND CALCPA FOUNDATION THAT BENEFITED THE CHAPTERS SCHOLARSHIP FUND.
2020
$513K
The Purpose of grant or assistance: support for CalCPA Institute includes transfers of net proceeds from fundraising events held by CalCPA Chapters to benefit the scholarship funds, as well as monetary contribution to support the administration of CalCPA Institute.
2019
$30K
SUPPORT FOR LEADERSHIP INSTITUTE
2018
$500
PROGRAM/OPERATING SUPPORT
2018
$30K
SUPPORT FOR LEADESHIP INSTITUTE
2017

Funded by

$2.0M from 3 funders · 10 grants · 2017–2023

Details

EIN200978565
NTEE codeB60
Subsection03
Ruling date2004-09
Formed2004
Employees0
Volunteers154
CALCPA INSTITUTE — Mission, Financials & Grants Received | Grantivo