Nonprofit · EIN 20-0978565
CALCPA INSTITUTE
Tax-exempt · SACRAMENTO, CA 95814
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $524,562 | $1,462,720 | -$938,158 | $3,485,241 | $2,784,893 | $700,348 |
| April 30, 2024 | 990 | $398,027 | $1,094,831 | -$696,804 | $3,390,023 | $1,880,586 | $1,509,437 |
| April 30, 2023 | 990 | $508,860 | $1,180,490 | -$671,630 | $3,041,053 | $953,598 | $2,087,455 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $356,961
- Program service revenue
- $14,833
- Investment income
- $152,768
- Net gain from sales of assets
- $32,184
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $544,063
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $486,429
- Salaries, compensation and benefits (total)
- $620,435
- Professional fundraising fees
- $0
- Travel
- $45,947
- Program services (functional)
- $1,454,584
- Management and general (functional)
- $8,136
Balance sheet and other
- Total assets, start of year
- $3,390,023
- Total assets, end of year
- $3,485,241
- Total liabilities, end of year
- $2,784,893
- Net assets, end of year
- $700,348
- Publicly traded securities
- $3,340,125
- Net assets without donor restrictions
- $700,348
- Gross receipts
- $1,634,952
- Employees
- 0
- Volunteers
- 128
- Year formed
- 2004
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Denise Froemming | President and CEO Officer | 1 | $0 | $561,186 | $14,864 |
| Natalie Quan | VP and CFO of Financial Strategy and Business Excellence Officer | 1 | $0 | $279,711 | $15,423 |
| Heather Collins | Senior Director-DE&I, Pipeline and Engagement Highest-paid employee | 40 | $0 | $188,943 | $11,069 |
| Tayiika Dennis | Past Chair (Immediate) through 7-2024 Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Meredith Johnson | Past Chair (Immediate) Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Matthew Martin | Chair Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Jillian N Phan | First Vice Chair Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Miklos Ringbauer | Secretary/Treasurer Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Andrea Cope | Foundation President (through 7-2024) Trustee or director | 0.1 | $0 | $0 | $0 |
| Ruben Davila | Foundation President (eff 7-2024) Trustee or director | 0.1 | $0 | $0 | $0 |
| Grace Clark | Vice Chair Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Jonathan Bryson | Vice Chair Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Mike Ray | Vice Chair (eff 7-2024) Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Dalton R Sweaney | Vice Chair (eff 7-2024) Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| David J Neighbors | Vice Chair (through 7-2024) Trustee or director | 0.1 | $0 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mei-Li Huang | Appointed Member (through 7-2024) Trustee or director | 0.1 | $0 |
| Adam Blaylock | Appointed Member Trustee or director | 0.1 | $0 |
| Amber Setter | Appointed Member (eff 7-2024) Trustee or director | 0.1 | $0 |
| Erin Roche | Council Representative (through 7-2024) Trustee or director | 0.1 | $0 |
| Marjorie McPike | Council Representative Trustee or director | 0.1 | $0 |
| Charles Osaki | Council Representative Trustee or director | 0.1 | $0 |
| Glenn Freed | Council Representative (eff 7-2024) Trustee or director | 0.1 | $0 |
| Julia Walther | Council Representative (eff 7-2024) Trustee or director | 0.1 | $0 |
990 for the year ended April 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Denise Froemming | President and CEO Officer | 0.1 | $0 | $512,153 | $16,587 |
| Natalie Quan | VP and CFO of Financial Strategy and Business Excellence Officer | 0.1 | $0 | $270,536 | $14,586 |
| Heather Collins | Senior Director-DE&I, Pipeline and Engagement Highest-paid employee | 40 | $0 | $191,159 | $12,572 |
| Tayiika Dennis | Past Chair (Immediate) Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Meredith Johnson | Chair Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Matthew Martin | First Vice Chair Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Jillian N Phan | Secretary/Treasurer Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Andrea Cope | Foundation President Trustee or director | 0.1 | $0 | $0 | $0 |
| David J Neighbors | Vice Chair Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Grace Clark | Vice Chair (eff 7-2023) Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Miklos Ringbauer | Vice Chair Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Jonathan Bryson | Vice Chair (eff 7-2023) Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Charles Osaki | Council Representative (eff 7-2023) Trustee or director | 0.1 | $0 | $0 | $0 |
| Dalton R Sweaney | Council Representative Trustee or director | 0.1 | $0 | $0 | $0 |
| Erin Roche | Council Representative Trustee or director | 0.1 | $0 | $0 | $0 |
| Marjorie McPike | Council Representative (eff 7-2023) Trustee or director | 0.1 | $0 | $0 | $0 |
| John Misuraca | Council Representative (through 7-2023) Trustee or director | 0.1 | $0 | $0 | $0 |
| Richard Giedlin | Council Representative (through 7-2023) Trustee or director | 0.1 | $0 | $0 | $0 |
| Mei-Li Huang | Appointed Member Trustee or director | 0.1 | $0 | $0 | $0 |
| Adam Blaylock | Appointed Member (eff 7-2023) Trustee or director | 0.1 | $0 | $0 | $0 |
| John Schultz | Appointmented Member (through 12-2023) Trustee or director | 0.1 | $0 | $0 | $0 |
| Panteha Dixon | Appointed Member (through 7-2023) Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended April 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Denise Froemming | President and CEO Officer | 0.1 | $0 | $490,060 | $22,316 |
| Natalie Quan | VP and CFO of Financial Strategy and Business Excellence Officer | 0.1 | $0 | $260,317 | $18,076 |
| Heather Collins | Senior Director-DE&I, Pipeline and Engagement Highest-paid employee | 40 | $0 | $184,380 | $13,257 |
| Christie Simons | Past Chair (Immediate) Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Tayiika Dennis | Chair Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Meredith Johnson | First Vice Chair Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Matthew Martin | Secretary/Treasurer - Eff 7-28-22 Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Jolene Fraser | Past Chair - through 8-01-22 Trustee or director | 0.1 | $0 | $0 | $0 |
| Adam Blitz | Foundation Chair - Eff 7-28-22 Trustee or director | 0.1 | $0 | $0 | $0 |
| Scott Hoppe | Education Foundation President - through 7-28-22 Trustee or director | 0.1 | $0 | $0 | $0 |
| Mike Ray | Vice Chair - through 7-28-22 Trustee or director | 0.1 | $0 | $0 | $0 |
| Jillian N Phan | Vice Chair Trustee or director | 0.1 | $0 | $0 | $0 |
| Miklos Ringbauer | Vice Chair Trustee or director | 0.1 | $0 | $0 | $0 |
| David Neighbors | Vice Chair Trustee or director | 0.1 | $0 | $0 | $0 |
| Peter Brown | Council Member at Large - through 7-28-22 Trustee or director | 0.1 | $0 | $0 | $0 |
| Richard Giedlin | Council Representative to the Board Trustee or director | 0.1 | $0 | $0 | $0 |
| Erin Roche | Council Representative to the Board Trustee or director | 0.1 | $0 | $0 | $0 |
| John Misuraca | Council Representative to the Board Trustee or director | 0.1 | $0 | $0 | $0 |
| Dalton Sweeney | Council Representative to the Board - Eff 7-28-22 Trustee or director | 0.1 | $0 | $0 | $0 |
| Maya Ivanova | Appointed Member - through 7-28-22 Trustee or director | 0.1 | $0 | $0 | $0 |
| John Schultz | Appointed Member Trustee or director | 0.1 | $0 | $0 | $0 |
| Mei-Li Huang | Appointed Member - Eff 7-28-22 Trustee or director | 0.1 | $0 | $0 | $0 |
| Panteha Dixon | Appointed Member - Eff 7-28-22 Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 500 CAPITOL MALL STE 1760, SACRAMENTO, CA 95814-4796
- In care of
- % MARIA YARMOLINSKY
- Principal officer (990 for 2024)
- Natalie Quan, 500 Capitol Mall Suite 1760, Sacramento, CA 95814
- Signed the 990
- Natalie Quan, CFO
- Phone
- (650) 522-3021
California records
California keeps its own records of charities and corporations. Search them by EIN 20-0978565 or by the name CALCPA INSTITUTE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To inspire diverse and talented individuals to become CPAs and empower them to stay in the profession.
Program accomplishments
- 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.Expenses $588,984 · grants $544,063
- 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 KICKSTART 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.Expenses $816,983 · revenue $7,420
- 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.Expenses $48,617 · revenue $7,413
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 20-0978565
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2004
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B60)
- Assets (IRS master file)
- $3,485,241
- Income (IRS master file)
- $1,634,952
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $524,562 | $1,462,720 | $3,485,241 | XML |
| 990 | April 2024 | $398,027 | $1,094,831 | $3,390,023 | XML |
| 990 | April 2023 | $508,860 | $1,180,490 | $3,041,053 | XML |
| 990 | April 2022 | $680,300 | $467,402 | $3,111,213 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0978565).
Questions about CALCPA INSTITUTE
- What is the EIN of CALCPA INSTITUTE?
- The employer identification number (EIN) of CALCPA INSTITUTE is 20-0978565.
- Is CALCPA INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to CALCPA INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CALCPA INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALCPA INSTITUTE due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALCPA INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of CALCPA INSTITUTE?
- The 990 for the year ended April 30, 2025 names Natalie Quan.
- Who are the officers and directors of CALCPA INSTITUTE?
- The 990 for the year ended April 30, 2025 lists 23 people; 0 received compensation from the organization.
- How much revenue does CALCPA INSTITUTE have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $524,562, expenses of $1,462,720 and total assets of $3,485,241 at year end.
Other nonprofits in SACRAMENTO
- FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES EIN 68-0412350 · last filed 990 for 2025
- HIGHLANDS ADULT & COMMUNITY CHARTER SCHOOL EIN 46-1190967 · last filed 990 for 2025
- UNIVERSITY ENTERPRISES INC EIN 94-1337638 · last filed 990 for 2025
- GATEWAY COMMUNITY CHARTERS EIN 20-0231006 · last filed 990 for 2025
- VISIONS IN EDUCATION EIN 82-4129819 · last filed 990 for 2025
- PACIFIC CHARTER INSTITUTE INC EIN 16-1727094 · last filed 990 for 2025
- REX AND MARGARET FORTUNE SCHOOL OF EDUCATION EIN 94-3187528 · last filed 990 for 2025
- NATOMAS CHARTER SCHOOL EIN 68-0452992 · last filed 990 for 2025