Nonprofit · EIN 94-1056137
CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
Tax-exempt · SACRAMENTO, CA 95814
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $12,536,520 | $12,390,361 | $146,159 | $32,045,786 | $9,670,949 | $22,374,837 |
| April 30, 2024 | 990 | $13,360,307 | $12,936,092 | $424,215 | $28,658,281 | $7,235,436 | $21,422,845 |
| April 30, 2023 | 990 | $11,852,377 | $14,094,916 | -$2,242,539 | $31,429,231 | $10,503,926 | $20,925,305 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $478,524
- Program service revenue
- $10,406,924
- Investment income
- $956,747
- Royalties
- $869
- Net gain from sales of assets
- $72,550
- Net income from fundraising events
- -$111,212
- Net income from gaming
- $5,682
- Other revenue
- $694,325
Expenses
- Grants and similar amounts paid
- $227,746
- Compensation of officers, directors and key employees
- $690,481
- Other salaries and wages
- $4,567,243
- Salaries, compensation and benefits (total)
- $6,602,484
- Professional fundraising fees
- $0
- Legal fees
- $45,687
- Accounting fees
- $54,183
- Occupancy
- $272,696
- Travel
- $334,032
- Depreciation
- $653,637
Balance sheet and other
- Total assets, start of year
- $28,658,281
- Total assets, end of year
- $32,045,786
- Total liabilities, end of year
- $9,670,949
- Net assets, end of year
- $22,374,837
- Land, buildings and equipment
- $1,926,822
- Publicly traded securities
- $18,744,101
- Net assets without donor restrictions
- $22,374,837
- Gross unrelated business income
- $634,981
- Gross receipts
- $15,390,828
- Employees
- 56
- Volunteers
- 899
- Year formed
- 1909
- 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 DeLuc Froemming | President & Chief Executive Officer Officer | 20 | $280,593 | $280,593 | $15,102 |
| Natalie Quan | Vice President & Chief Financial Officer Officer | 20 | $139,856 | $139,856 | $15,662 |
| Jennifer Weed | Vice President Learning, Competency and Knowledge Key employee | 12 | $82,531 | $192,571 | $15,723 |
| Emil Redzic | Vice President of Information Technology Key employee | 20 | $125,464 | $125,464 | $23,227 |
| Jason Fox | Vice President of Government Relations Highest-paid employee | 40 | $241,710 | $0 | $22,206 |
| Jill Pitchenik | Vice President, Strategic Business Operations and DE&I Highest-paid employee | 26 | $156,676 | $84,364 | $13,437 |
| Todd Boyd | Senior Salesforce Developer Highest-paid employee | 20 | $103,012 | $103,012 | $10,419 |
| Cheryl Callahan | Senior Director, Marketing and Communication Highest-paid employee | 20 | $93,511 | $93,511 | $13,879 |
| Denise Bethel | Senior Director, Business Development and Partnerships Highest-paid employee | 20 | $91,807 | $91,807 | $6,494 |
| Matthew Martin | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Jillian Phan | First Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Miklos Ringbauer | Secretary/Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Meredith Johnson | Immediate Past Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Grace Clark | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Jonathan Bryson - eff 7-2024 | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mike Ray - eff 7-2024 | Vice Chair Trustee or director, Officer | 1 | $0 |
| Dalton Sweaney | Vice Chair Trustee or director, Officer | 1 | $0 |
| Ruben Davila | Foundation Chair Trustee or director | 1 | $0 |
| Adam Blaylock | Appointed Member Trustee or director | 1 | $0 |
| Amber Setter - eff 7-2024 | Appointed Member Trustee or director | 1 | $0 |
| Marjorie McPike | Council Representative to the Board Trustee or director | 1 | $0 |
| Charlie Osaki | Council Representative to the Board Trustee or director | 1 | $0 |
| Tayiika Dennis - through 7-2024 | Immediate Past Chair Trustee or director | 1 | $0 |
| Erin Roche - through 7-2024 | Council Representative to the Board Trustee or director | 1 | $0 |
| David Neighbors - through 7-2024 | Vice Chair Trustee or director | 1 | $0 |
| Mei-Li Huang - through 7-2024 | Appointed Member Trustee or director | 1 | $0 |
| Glenn Freed - eff 7-2024 | Council Representative to the Board Trustee or director | 1 | $0 |
| Julia Walther - eff 7-2024 | Council Representative to the Board Trustee or director | 1 | $0 |
990 for the year ended April 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Denise DeLuc Froemming | President & Chief Executive Officer Officer | 20 | $256,076 | $256,076 | $16,587 |
| Natalie Quan | Vice President & Chief Financial Officer Officer | 20 | $135,268 | $135,268 | $14,586 |
| Matthew Koontz - through 3-2023 | Vice President of Marketing and Communications Key employee | 40 | $268,946 | $0 | $5,687 |
| Emil Redzic | Vice President of Information Technology Key employee | 20 | $126,574 | $126,574 | $21,172 |
| Jennifer Weed | Vice President Learning, Comopetency and Knowledge Key employee | 4 | $75,969 | $177,260 | $15,930 |
| Jason Fox | Vice President of Government Relations Highest-paid employee | 40 | $240,619 | $0 | $20,313 |
| Cheryl Callahan | Senior Director, Marketing and Communication Highest-paid employee | 20 | $95,491 | $95,491 | $13,057 |
| Todd Boyd | Senior Salesforce Developer Highest-paid employee | 20 | $96,011 | $96,011 | $9,450 |
| Jill Pitchenik | Vice President, Strategic Business Operations and DE&I Highest-paid employee | 26 | $123,899 | $66,715 | $10,539 |
| Denise Bethel | Senior Director, Business Development & Partnerships Highest-paid employee | 20 | $93,119 | $93,119 | $5,587 |
| Tayiika Dennis | Immediate Past Chair Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Grace Clark - eff 7-2023 | Vice Chair 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 |
| Adam Blitz | Foundation 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 |
| Jillian Phan | Secretary/Treasurer Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| John Schultz - through 12-2023 | Vice Chair Trustee or director | 0.1 | $0 | $0 | $0 |
| Mei-Li Huang | Appointed Member Trustee or director | 0.1 | $0 | $0 | $0 |
| Adam Blaylock - eff 7-2023 | Appointed Member Trustee or director | 0.1 | $0 | $0 | $0 |
| Marjorie McPike - eff 7-2023 | Council Representative to the Board Trustee or director | 0.1 | $0 | $0 | $0 |
| Charlie Osaki - eff 7-2023 | 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 |
| Dalton Sweaney | Council Representative to the Board Trustee or director | 0.1 | $0 | $0 | $0 |
| Panteha Dixon - through 7-2023 | Appointed Member Trustee or director | 0.1 | $0 | $0 | $0 |
| Richard Gledlin - through 7-2023 | Council Representative to the Board Trustee or director | 0.1 | $0 | $0 | $0 |
| John Misuraca - through 7-2023 | Council Representative to the Board Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended April 30, 2023: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Denise DeLuc Froemming | President & Chief Executive Officer Officer | 20 | $245,030 | $245,030 | $22,316 |
| Matthew Koontz | Vice President of Marketing and Communications Key employee | 40 | $269,292 | $0 | $21,201 |
| Natalie Quan | Vice President & Chief Financial Officer Officer | 20 | $130,159 | $130,159 | $18,076 |
| Emil Redzic | Vice President of Information Technology Key employee | 20 | $118,037 | $118,037 | $16,561 |
| Jason Fox | Vice President of Government Relations Highest-paid employee | 40 | $221,007 | $0 | $22,136 |
| Jill Pitchenik | Vice President of Strategic Business Operations and DE&I Highest-paid employee | 40 | $222,415 | $0 | $17,678 |
| Jason Curry | Salesforce Architect Highest-paid employee | 20 | $102,109 | $102,109 | $22,576 |
| Denise Bethel | Senior Director, Business Development & Partnerships Highest-paid employee | 20 | $91,705 | $91,705 | $8,191 |
| Jolene Fraser - through 7-28-22 | Past Chair Trustee or director | 0.1 | $0 | $0 | $0 |
| Tayiika Dennis | Chair Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Christie Simons | Past Chair (Immediate) 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 - effective 7-28-22 | Secretary/Treasurer Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Scott Hoppe - through 7-28-22 | Education Foundation President Trustee or director | 0.1 | $0 | $0 | $0 |
| Adam Blitz - Effective 7-28-22 | Foundation Chair Trustee or director | 0.1 | $0 | $0 | $0 |
| Mike Ray - through 7-28-22 | 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 |
| Jillian Phan | Vice Chair Trustee or director | 0.1 | $0 | $0 | $0 |
| Maya Ivanova - through 7-28-22 | Appointed Member Trustee or director | 0.1 | $0 | $0 | $0 |
| John Schultz | Appointed Member Trustee or director | 0.1 | $0 | $0 | $0 |
| Mei-Li Huang- effective 7-28-22 | Appointed Member Trustee or director | 0.1 | $0 | $0 | $0 |
| Panteha Dixon - effective 7-28-22 | Appointed Member Trustee or director | 0.1 | $0 | $0 | $0 |
| Peter Brown - through 7-28-22 | Council Members at Large Trustee or director | 0.1 | $0 | $0 | $0 |
| Richard Giedlin | 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 |
| Erin Roche | Council Representative to the Board Trustee or director | 0.1 | $0 | $0 | $0 |
| Dalton Sweaney - effective 7-28-22 | Council Representative to the Board Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 500 CAPITOL MALL, SACRAMENTO, CA 95814-4737
- In care of
- % NATALIE QUAN
- 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
- Website
- www.calcpa.org
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1056137 or by the name CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS.
- 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 INCREASE THE VALUE AND PROMOTE THE INTEGRITY OF THE CPA PROFESSION, CONTRIBUTE TO THE SUCCESS OF OUR MEMBERS, AND STRENGTHEN CLIENT, EMPLOYER, PUBLIC AND GOVERNMENT TRUST IN CALCPA MEMBER ADVICE, WORK, PRODUCTS, AND OPINIONS.
Program accomplishments
- 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 ABOUT 38,000 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 OVER 200 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.
- COMMUNICATIONS - CALCPA COMMUNICATIONS INCLUDE ELECTRONIC PUBLICATIONS DESIGNED TO KEEP MEMBERS INFORMED. CALCPA PRODUCED 9 ISSUES OF ITS CALIFORNIA CPA MAGAZINE (DIGITAL). CALCPA ALSO PRODUCED MORE THAN 1,300 DIFFERENT EMAILS THAT INCLUDE EDUCATIONAL OFFERINGS AND DAILY CLIPS THAT PROVIDE 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 13,650, FACEBOOK FOLLOWERS ARE MORE THAN 6,600, X (FORMERLY TWITTER) FOLLOWERS ARE MORE THAN 11,700 AND CALCPA HAS MORE THAN 3,000 FOLLOWERS ON INSTAGRAM.
- GOVERNMENT RELATIONS - CALCPA'S GOVERNMENT RELATIONS PROGRAM WORKS WITH POLICYMAKERS, AGENCIES AND STAKEHOLDERS TO SHAPE POLICIES THAT SERVE THE PUBLIC INTEREST AND SUPPORT CPAS IN MEETING CLIENT AND EMPLOYER NEEDS. THIS INCLUDES: MONITORING, RESPONDING TO, AND ADVANCING LEGISLATION AND REGULATIONS AFFECTING THE PROFESSION; BUILDING AND MAINTAINING KEY RELATIONSHIPS WITH POLICYMAKERS AND ADVOCACY GROUPS; KEEPING MEMBERS INFORMED ON POLICY DEVELOPMENTS; AND CREATING OPPORTUNITIES FOR ENGAGEMENT.
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
- 94-1056137
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1948
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $32,045,786
- Income (IRS master file)
- $15,390,828
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $12,536,520 | $12,390,361 | $32,045,786 | XML |
| 990 | April 2024 | $13,360,307 | $12,936,092 | $28,658,281 | XML |
| 990 | April 2023 | $11,852,377 | $14,094,916 | $31,429,231 | XML |
| 990 | April 2022 | $12,527,694 | $12,404,438 | $29,020,623 | 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 94-1056137).
Questions about CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
- What is the EIN of CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The employer identification number (EIN) of CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS is 94-1056137.
- Is CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1948.
- Are donations to CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 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 CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 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 CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 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 CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended April 30, 2025 names NATALIE QUAN.
- Who are the officers and directors of CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS?
- The 990 for the year ended April 30, 2025 lists 28 people; 9 received compensation from the organization, the highest $280,593 (Denise DeLuc Froemming, President & Chief Executive Officer).
- How much revenue does CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $12,536,520, expenses of $12,390,361 and total assets of $32,045,786 at year end.
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