EIN 20-0978565

Calcpa Institute

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
2004
Most recent tax filings
2023-04-01
Description
Calcpa Institute advances financial education and improves literacy. Provides student outreach, chapter scholarships, and educational assistance for those pursuing CPA careers.
Related structure
Calcpa Institute is a subordinate organization under California Society of Certified Public Accountants.
Total revenues
$508,860
2023
Total expenses
$1,180,490
2023
Total assets
$3,041,053
2023
Num. employees
0
2023

Program areas at Calcpa Institute

Scholarships: Calcpa Institute awarded chapter scholarships with funds raised by the fourteen chapters and other educational assistance to over 100 college and university students within California pursuing cpa careers: Calcpa Institute also held numerous financial literacy workshops and events attended by over 1,950 californians. Members of the California society of cpas, through the Institute, also provided assistance by sharing their knowledge with the public through collaboration with state legislators and assistance programs.
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.
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 promote the accounting professions 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 diversity, equity and inclusion (de&i). Pertnering with the center for audit quality, the accounting program helps underrepresented and underderved studsents discover the vast opportunities the profession offers.

Grants made by Calcpa Institute

GranteeGrant descriptionAmount
California State University Fresno FoundationScholarship Grant$12,000
Cabrillo College FoundationScholarship Grant$5,600

Who funds Calcpa Institute

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
California Society of Certified Public AccountantsThe 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.$324,409

Personnel at Calcpa Institute

NameTitleCompensation
Denise FroemmingPresident and Chief Executive Officer$0
Richard SimitianInterim President and Chief Executive Officer / Interim Chief Executive Officer / Director / Past Chair$0
Natalie QuanChief Financial Officer$0
Heather CollinsSenior Director - De and I , Pipeline and Engagement$0
Tayiika DennisFirst Vice Chair / Secretary and Treasuerer / Appointed Member$0
...and 18 more key personnel

Financials for Calcpa Institute

RevenuesFYE 04/2023
Total grants, contributions, etc.$385,394
Program services$39,081
Investment income and dividends$89,157
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-4,772
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$508,860

Form 990s for Calcpa Institute

Fiscal year endingDate received by IRSFormPDF link
2023-042024-03-13990View PDF
2022-042023-10-12990View PDF
2021-042022-03-16990View PDF
2021-042022-03-10990View PDF
2020-042021-04-13990View PDF
...and 10 more Form 990s

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Data update history
May 21, 2024
Updated personnel
Identified 6 new personnel
May 18, 2024
Received grants
Identified 1 new grant, including a grant for $324,409 from California Society of Certified Public Accountants
November 27, 2023
Received grants
Identified 2 new grant, including a grant for $346,626 from California Society of Certified Public Accountants
November 26, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 26, 2023
Updated personnel
Identified 4 new personnel
Nonprofit Types
Grantmaking organizationsSchoolsAdult education providersChapter / child organizationsCharities
Issues
Education
Characteristics
Political advocacyCommunity engagement / volunteeringProvides scholarshipsTax deductible donationsNo full-time employees
General information
Address
500 Capitol Mall Suite 2350
Sacramento, CA 95814
Metro area
Sacramento-Roseville-Folsom, CA
County
Sacramento County, CA
Website URL
calcpa.org/ 
Phone
(650) 522-3021
IRS details
EIN
20-0978565
Fiscal year end
April
Taxreturn type
Form 990
Year formed
2004
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B60: Adult, Continuing Education
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Subordinate organization
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