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
Who funds Calcpa Institute
Grants from foundations and other nonprofits
Grantmaker | Grantmaker tax period | Description | Amount |
---|
California Society of Certified Public Accountants | 2023-04 | 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. | $324,409 |
Personnel at Calcpa Institute
Name | Title | Compensation | Date of data |
---|
Denise Froemming | President and Chief Executive Officer | $0 | 2023-04-30 |
Richard Simitian | Interim President and Chief Executive Officer / Interim Chief Executive Officer / Director / Past Chair | $0 | 2022-04-30 |
Natalie Quan | Chief Financial Officer | $0 | 2024-03-13 |
Heather Collins | Senior Director - De and I , Pipeline and Engagement | $0 | 2023-04-30 |
Tayiika Dennis | First Vice Chair / Secretary and Treasuerer / Appointed Member | $0 | 2023-04-30 |
...and 18 more key personnel |
Financials for Calcpa Institute
Revenues | FYE 04/2023 | FYE 04/2022 | % Change |
---|
Total grants, contributions, etc. | $385,394 | $448,784 | -14.1% |
Program services | $39,081 | $4,722 | 727.6% |
Investment income and dividends | $89,157 | $146,495 | -39.1% |
Tax-exempt bond proceeds | $0 | $0 | - |
Royalty revenue | $0 | $0 | - |
Net rental income | $0 | $0 | - |
Net gain from sale of non-inventory assets | $-4,772 | $80,299 | -105.9% |
Net income from fundraising events | $0 | $0 | - |
Net income from gaming activities | $0 | $0 | - |
Net income from sales of inventory | $0 | $0 | - |
Miscellaneous revenues | $0 | $0 | - |
Total revenues | $508,860 | $680,300 | -25.2% |
Organizations like Calcpa Institute
Organization | Type | Location | Revenue |
---|
Illinois Real Estate Educational Foundation | 501(c)(3) | Springfield, IL | $250,026 |
California Farmworker Foundation | 501(c)(3) | Delano, CA | $1,987,906 |
Imsa Educational Foundation | 501(c)(3) | Center Harbor, NH | $314,696 |
State Financial Officers Foundation | 501(c)(3) | Shawnee Mission, KS | $2,015,216 |
Texas Nurses Foundation (TNA) | 501(c)(3) | Austin, TX | $1,190,405 |
Balanced Rock Foundation | 501(c)(3) | El Portal, CA | $146,663 |
Startup Junkie Foundation | 501(c)(3) | Fayetteville, AR | $612,064 |
Celebrant Foundation and Institute | 501(c)(3) | Montclair, NJ | $272,462 |
Lucis Trust and Arcane School | 501(c)(3) | New York, NY | $731,110 |
The Milton H Erickson Foundation | 501(c)(3) | Phoenix, AZ | $862,871 |
Data update history
May 21, 2024
Updated personnel
Identified 6 new personnel
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/Â
- 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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