EIN 94-1056137

California Society of Certified Public Accountants

IRS 501(c) type
501(c)(6)
Num. employees
69
Year formed
1909
Most recent tax filings
2022-04-01
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
$12,527,694
2022
Total expenses
$12,404,438
2022
Total assets
$29,020,623
2022
Num. employees
69
2022

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 40,000 MEMBERS WITH 14 CHAPTERS THROUGHOUT THE STATE, EACH OF WHICH HOSTS LOCAL AND CHAPTER-WIDE MEMBER GROUPS THAT MEET REGULARLY TO EXCHANGE PROFESSIONAL KNOWLEDGE, EARN LOW-COST CPE AND CONNECT WITH THEIR PEERS. THE CHAPTERS HELD ABOUT 650 MEETINGS AND EVENTS FOR THIS FISCAL YEAR AND OVER 25 FUNDRAISING EVENTS. NET PROCEEDS FROM THESE FUNDRAISING EVENTS WERE TRANSFERRED TO THE CALCPA INSTITUTE TO BENEFIT THE CHAPTERS' SCHOLARSHIP FUNDS.
Government relations - the majority 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 server clients and the broader business community.
Communications - calcpa communications include print and electronic publications designed to keep members informed. Calcpa produced 15 issues of its California cpa magazine (print and digital). Calcpa also produced more than 1,000 different emails that include 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 a diversity of subject areas. As of the end of this fiscal year, linkedin followers was over 8,500, facebook followers are more than 6,100, twitter followers are more than 10,600 and calcpa has more than 2,100 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.$346,626

Personnel at California Society of Certified Public Accountants

NameTitleCompensation
Anthony PugliesePresident and Chief Executive Officer$310,004
Rich SimithianInterim Chief Executive Officer$0
Natalie QuanVice President and Chief Financial Officer$114,104
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$250,000
Emil RedzicVice President of Information Technology / Vice President of It / Senior Manager of It$103,958
...and 26 more key personnel

Financials for California Society of Certified Public Accountants

RevenuesFYE 04/2022
Total grants, contributions, etc.$579,681
Program services$11,146,113
Investment income and dividends$322,105
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$2,350
Net gain from sale of non-inventory assets$-14,315
Net income from fundraising events$-65,963
Net income from gaming activities$1,964
Net income from sales of inventory$0
Miscellaneous revenues$555,759
Total revenues$12,527,694

Form 990s for California Society of Certified Public Accountants

Fiscal year endingDate received by IRSFormPDF link
2022-042023-10-12990View PDF
2021-042022-03-10990View PDF
2020-042021-06-30990View PDF
2019-042020-08-21990View PDF
2018-042019-05-14990View PDF
...and 8 more Form 990s
Data update history
July 17, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 14, 2023
Used new vendors
Identified 64 new vendors, including , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , and
May 10, 2023
Updated personnel
Identified 5 new personnel
May 8, 2023
Used new vendors
Identified 2 new vendors, including , and
October 15, 2021
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Science and technologyBusiness and industry
Characteristics
MembershipsPolitical advocacyFundraising eventsState / local levelReceives government fundingCommunity 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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