EIN 94-1056137

California Society of Certified Public Accountants

IRS 501(c) type
501(c)(6)
Num. employees
70
Year formed
1909
Most recent tax filings
2023-04-01
NTEE code, primary
Description
California Society of Certified Public Accountants supports and promotes the integrity of the CPA profession while increasing its value and fostering member success. The organization communicates with members through print and electronic publications, including California CPA Magazine and Technology & Business Resource Guide. Government relations is a cornerstone of CalCPA's strategic plan as they advocate for public policy and self-regulatory interests.
Total revenues
$11,852,377
2023
Total expenses
$14,094,916
2023
Total assets
$31,429,231
2023
Num. employees
70
2023

Program areas at California Society of Certified Public Accountants

MEMBERSHIP SERVICES AND CHAPTER PROGRAMS - CALCPA REPRESENTS AND PROVIDES SERVICES TO CPAs and Finance PROFESSIONALS IN CALIFORNIA. STATEWIDE COMMITTEES AND LEADERSHIP GROUPS COLLABORATE ON PROJECTS THAT INCREASE MEMBERS' TECHNICAL KNOWLEDGE, ENHANCE THE PROFESSION'S IMAGE, INFLUENCE REGULATION AND LEGISLATION, ATTRACT THE BEST AND THE BRIGHTEST TO THE PROFESSION AND STUDY THE CPA'S ROLE IN LOCAL, NATIONAL, AND GLOBAL ECONOMIES. CALCPA HAS MORE THAN 39,000 MEMBERS WITH 14 CHAPTERS THROUGHOUT THE STATE, EACH OF WHICH ENGAGES WITH LOCAL ACCOUNTING FIRMS, EDUCATIONAL INSTITUTIONS, AND OTHER FINANCIAL MEMBER GROUPS. CHAPTERS HOST LOCAL AND CHAPTER-WIDE MEMBER GROUPS THAT MEET REGULARLY TO EXCHANGE PROFESSIONAL KNOWLEDGE AND CONNECT WITH THEIR PEERS. THE CHAPTERS HELD ABOUT 275 MEETINGS AND EVENTS FOR THIS FISCAL YEAR AND OVER 30 FUNDRAISING EVENTS. NET PROCEEDS FROM THESE FUNDRAISING EVENTS WERE TRANSFERRED TO THE CALCPA INSTITUTE TO BENEFIT THE CHAPTERS' SCHOLARSHIP FUNDS.
Government relations - the majority of the responsibility of government relations is to advocate for the Public policy and self-regulatory interests of the cpa profession, which is a cornerstone of calcpa's strategic plan. Components of this include: anticipating and responding to legislative and regulatory proposals that impact the profession and the broader business community; cultivating strategic relationships with key government agencies and other professional organizations engaged in advocacy, and keeping calcpa membership apprised of ongoing and emerging Public policy issues. This year, calcpa's government relations program assisted in the development of Public policy resources for calcpa members, facilitated meetings with legislative leaders, and advanced policy proposals that support California cpas, and related professionals, ability to effectively serve clients and the broader business community.
Communications - calcpa communications include electronic publications designed to keep members informed. Calcpa produced 10 issues of its California cpa magazine (digital). Calcpa also produced more than 1,300 different emails that include educational offerings, chapter bulletins and daily clips that provides links to news related to California, business, the cpa profession, personal finance, technology, and tax. Calcpa's website is a member-focused clearinghouse filled with news, information, resources and event listings for California cpas. Our media and Public relations efforts promote the integrity of the cpa profession and position our members as experts in various professional subject areas. As of the end of this fiscal year, linkedin followers was over 9,800, facebook followers are more than 6,500, x (formerly twitter) followers are more than 11,000 and calcpa has more than 2,500 followers on instagram.

Grants made by California Society of Certified Public Accountants

GranteeGrant descriptionAmount
Calcpa InstituteThe 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 California Society of Certified Public Accountants

NameTitleCompensation
Denise Leduc FroemmingPresident and Chief Executive Officer$245,030
Rich SimithianInterim President and Chief Executive Officer - Throug / Interim Chief Executive Officer$129,353
Natalie QuanChief Financial Officer$130,159
Matthew KoontzVice President of Marketing and Communications / Division Director Membership , Marketing , Communcations / Division Director , Membership Marketing and Comm / Div Director , Membership Marketing and Comm / Div Director Membership Marketing and Comm$269,292
Emil RedzicVice President of Information Technology / Vice President of It / Senior Manager of It$118,037
...and 19 more key personnel

Financials for California Society of Certified Public Accountants

RevenuesFYE 04/2023
Total grants, contributions, etc.$579,869
Program services$10,573,648
Investment income and dividends$198,932
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-14,998
Net income from fundraising events$-134,203
Net income from gaming activities$-548
Net income from sales of inventory$0
Miscellaneous revenues$649,677
Total revenues$11,852,377

Form 990s for California Society of Certified Public Accountants

Fiscal year endingDate received by IRSFormPDF link
2023-042024-03-13990View PDF
2022-042023-10-12990View PDF
2021-042022-03-10990View PDF
2020-042021-06-30990View PDF
2019-042020-08-21990View PDF
...and 9 more Form 990s
Data update history
May 21, 2024
Updated personnel
Identified 4 new personnel
May 19, 2024
Used new vendors
Identified 1 new vendor, including
January 30, 2024
Updated personnel
Identified 4 new personnel
December 3, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 2, 2023
Updated personnel
Identified 7 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Science and technologyBusiness and industry
Characteristics
MembershipsPolitical advocacyFundraising eventsState / local levelCommunity engagement / volunteeringFundraising races, competitions, and tournaments
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
(800) 922-5272
Facebook page
calcpa 
Twitter profile
@cal_cpa 
IRS details
EIN
94-1056137
Fiscal year end
April
Taxreturn type
Form 990
Year formed
1909
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Central organization
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