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CALCPA INSTITUTE

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Public nonprofit record

CALCPA INSTITUTE

EIN 20-0978565 · Adult Education (B60)

What they do

to Inspire Diverse and Talented Individuals to Become CPAs and Empower Them to Stay In The Profession.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$524,562
Expenses$1,462,720
Annual shortfall $938,158 Expenses were higher than revenue for this filing year.

Selected spending reported on the 990

Each amount is compared with total expenses separately. These categories can overlap, so they should not be added together as a pie chart.

Management and general$8,136 · 0.6% of expenses
Grants paid$154,741 · 10.6% of expenses
Revenue$524,562
Expenses$1,462,720
Assets$3,485,241
Income$1,634,952
Contributions$356,961
Grants given$154,741
Average grant$9,671
Management and general$8,136
Stocks and bonds$3,340,125
Investing fees$8,136
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
NATALIE QUANVP AND CFO OF FINANCIAL STRATEGY AND BUSINESS EXCE · 1 hrs/week $15,423Base · Other $15,423
DENISE FROEMMINGPRESIDENT AND CEO · 1 hrs/week $14,864Base · Other $14,864
HEATHER COLLINSSENIOR DIRECTOR-DE&I, PIPELINE AND ENGAGEMENT · 40 hrs/week $11,069Base · Other $11,069

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (23)

NATALIE QUANVP AND CFO OF FINANCIAL STRATEGY AND BUSINESS EXCE

DENISE FROEMMINGPRESIDENT AND CEO

HEATHER COLLINSSENIOR DIRECTOR-DE&I, PIPELINE AND ENGAGEMENT

JILLIAN N PHANFIRST VICE CHAIR

TAYIIKA DENNISPAST CHAIR (IMMEDIATE) THROUGH 7-2024

RUBEN DAVILAFOUNDATION PRESIDENT (EFF 7-2024)

MIKLOS RINGBAUERSECRETARY/TREASURER

MIKE RAYVICE CHAIR (EFF 7-2024)

MEREDITH JOHNSONPAST CHAIR (IMMEDIATE)

MEI-LI HUANGAPPOINTED MEMBER (THROUGH 7-2024)

MATTHEW MARTINCHAIR

MARJORIE MCPIKECOUNCIL REPRESENTATIVE

JULIA WALTHERCOUNCIL REPRESENTATIVE (EFF 7-2024)

JONATHAN BRYSONVICE CHAIR

ADAM BLAYLOCKAPPOINTED MEMBER

GRACE CLARKVICE CHAIR

GLENN FREEDCOUNCIL REPRESENTATIVE (EFF 7-2024)

ERIN ROCHECOUNCIL REPRESENTATIVE (THROUGH 7-2024)

DAVID J NEIGHBORSVICE CHAIR (THROUGH 7-2024)

DALTON R SWEANEYVICE CHAIR (EFF 7-2024)

CHARLES OSAKICOUNCIL REPRESENTATIVE

ANDREA COPEFOUNDATION PRESIDENT (THROUGH 7-2024)

AMBER SETTERAPPOINTED MEMBER (EFF 7-2024)

About this charity

Recognized since
January 2004
Location
500 Capitol Mall Suite 1760, Sacramento, CA 95814
County
Sacramento
In care of
Natalie Quan
Primary officer
Natalie Quan, CFO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
May 1, 2024
Return type
990
NTEE classification
Adult Education (B60)
IRS tax category
Adult Education
Grant-giving organization
Yes
More public IRS record details

These are classification codes from the organization’s public nonprofit record.

Subsection
03
Affiliation
3
Classification
2000
Deductibility
1
Foundation
17
Organization
1
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About this report: Information comes from public nonprofit records and may show the latest filing available.

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