EIN 20-0978565

Calcpa Institute

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
2004
Most recent tax filings
2024-04-01
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
$398,027
2024
Total expenses
$1,094,831
2024
Total assets
$3,390,023
2024
Num. employees
0
2024

Program areas at Calcpa Institute

Scholarships: Calcpa Institute awards scholarships to hundreds of students throughout California at all two and four-year universities. These recipients are majoring in accounting, business, entrepenurship, information systems, economics, etc. And have the intention to go into an accounting-related career. These funds are raised by its members from the fourteen chapters and from corporate partners. Calcpa Institute also held numerous financial literacy workshops and events attended by thousands of 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 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.

Grants made by Calcpa Institute

GranteeGrant descriptionAmount
California State University Fresno FoundationScholarship Grant$15,000
Allan Hancock College FoundationScholarship Grant$6,000

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.$254,616

Personnel at Calcpa Institute

NameTitleCompensation
Denise FroemmingPresident and Chief Executive Officer$0
Natalie QuanChief Financial Officer$0
Heather CollinsSenior Director - De and I , Pipeline and Engagement$0

Financials for Calcpa Institute

RevenuesFYE 04/2024
Total grants, contributions, etc.$315,292
Program services$7,626
Investment income and dividends$108,118
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-33,929
Net income from fundraising events$920
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$398,027

Form 990s for Calcpa Institute

Fiscal year endingDate received by IRSFormPDF link
2024-042025-03-11990View PDF
2023-042024-03-13990View PDF
2022-042023-10-12990View PDF
2021-042022-03-16990View PDF
2021-042022-03-10990View PDF
...and 11 more Form 990s
Data update history
April 22, 2025
Received grants
Identified 1 new grant, including a grant for $254,616 from California Society of Certified Public Accountants
May 25, 2024
Posted financials
Added Form 990 for fiscal year 2023
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
Nonprofit Types
Grantmaking organizationsSchoolsAdult education providersChapter / child organizationsCharities
Issues
Education
Characteristics
Political advocacyCommunity engagement / volunteeringProvides scholarshipsTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
500 Capitol Mall Suite 1760
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
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - In Process
FTB status revoked
Not revoked
AG Registration Number
125735
FTB Entity ID
2643449
AB 488 data last updated ("as-of") date
2025-04-16
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