CALIFORNIA CERTIFIED PUBLIC ACCOUNTANTS EDU FDN Charity Report

Public IRS 990 nonprofit record

CALIFORNIA CERTIFIED PUBLIC ACCOUNTANTS EDU FDN

EIN 94-6130841 · Community Improvement & Capacity Building (S41Z)

What they do

DELIVER QUALITY EDUCATION and BUILD KNOWLEDGE to FOSTER EXCELLENCE and ADVANCE INDIVIDUALS and THE ACCOUNTING PROFESSION THROUGH INNOVATION and IN PARTNERSHIP WITH THE CPA PROFESSION

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $89.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders27 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

110.20%of revenue went to mission work89.5% of expenses · Program services

$123.13spent for every $100 of revenueSpending was higher than revenue this year.

12.93%of revenue went to management and office costs10.5% of expenses

$0.76in assets for every $1 spent this yearSome assets cannot be spent right away.

3.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $1,712,547 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $295,695 for DENISE FROEMMING (PRESIDENT & CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

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.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$7,403,777

Mission workProgram services$8,158,699110.20% of revenue89.5% of expenses

ManagementOffice and general costs$957,62512.93% of revenue10.5% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$9,116,324123.13% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 89.5% mission · 10.5% management · 0.0% fundraisingTotal expenses: 123.13% of revenue

2023Expense mix: 81.0% mission · 19.0% management · 0.0% fundraisingTotal expenses: 109.60% of revenue

2022Expense mix: 79.3% mission · 20.7% management · 0.0% fundraisingTotal expenses: 123.59% of revenue

2021Expense mix: 61.5% mission · 38.5% management · 0.0% fundraisingTotal expenses: 114.83% of revenue

2020Expense mix: 60.8% mission · 39.2% management · 0.0% fundraisingTotal expenses: 89.46% of revenue

2019Expense mix: 77.4% mission · 22.6% management · 0.0% fundraisingTotal expenses: 104.58% of revenue

2018Expense mix: 78.2% mission · 21.8% management · 0.0% fundraisingTotal expenses: 112.44% of revenue

2017Expense mix: 76.7% mission · 23.3% management · 0.0% fundraisingTotal expenses: 100.19% of revenue

Money in and money out

Revenue$7,403,777

Expenses$9,116,324

Annual shortfall $1,712,547 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$8,158,699 · 89.5% of expenses

Management and office costs$957,625 · 10.5% of expenses

See all reported dollar amounts

Revenue$7,403,777

Expenses$9,116,324

Assets$6,904,606

Income$8,996,730

Contributions$281,713

Mission work (program services)$8,158,699

Grants given$71,268

Average grant$23,756

Management and general$957,625

Stocks and bonds$4,692,752

Accounting fees$46,834

Investing fees$11,277

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

DENISE FROEMMINGPRESIDENT & CHIEF EXECUTIVE OFFICER · 20 hrs/week $295,695Base $280,593 · Other $15,102

JENNIFER WEEDVICE PRESIDENT LEARNING, COMPETENCY AND KNOWLEDGE · 28 hrs/week $208,294Base $192,571 · Other $15,723

HEATHER COLLINSSENIOR DIRECTOR, PARTNERSHIPS · 40 hrs/week $203,012Base $188,943 · Other $14,069

SARAH HOGANSENIOR DIRECTOR, LEARNING PRODUCTS · 40 hrs/week $197,987Base $187,578 · Other $10,409

NATALIE QUANVICE PRESIDENT & CHIEF FINANCIAL OFFICER · 20 hrs/week $155,518Base $139,856 · Other $15,662

EMIL REDZICVICE PRESIDENT OF INFORMATION TECHNOLOGY · 20 hrs/week $148,691Base $125,464 · Other $23,227

TODD BOYDSENIOR SALESFORCE DEVELOPER · 20 hrs/week $113,431Base $103,012 · Other $10,419

CHERYL CALLAHANSENIOR DIRECTOR, MARKETING AND COMMUNICATIONS · 20 hrs/week $107,390Base $93,511 · Other $13,879

JILL PITCHENIKVICE PRESIDENT, STRATEGIC BUSINESS OPERATIONS AND · 14 hrs/week $97,801Base $84,364 · Other $13,437

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 (27)

DENISE FROEMMINGPRESIDENT & CHIEF EXECUTIVE OFFICER

JENNIFER WEEDVICE PRESIDENT LEARNING, COMPETENCY AND KNOWLEDGE

HEATHER COLLINSSENIOR DIRECTOR, PARTNERSHIPS

SARAH HOGANSENIOR DIRECTOR, LEARNING PRODUCTS

NATALIE QUANVICE PRESIDENT & CHIEF FINANCIAL OFFICER

EMIL REDZICVICE PRESIDENT OF INFORMATION TECHNOLOGY

TODD BOYDSENIOR SALESFORCE DEVELOPER

CHERYL CALLAHANSENIOR DIRECTOR, MARKETING AND COMMUNICATIONS

JILL PITCHENIKVICE PRESIDENT, STRATEGIC BUSINESS OPERATIONS AND

KATHY JOHNSONTRUSTEE

ADAM BLITZ - THROUGH 07-2024IMMEDIATE PAST CHAIR

TARYN HOFFMAN-TORRESTREASURER

SCOTT DONNELLYFIRST VICE CHAIR

ALEXANDER BARILLASTRUSTEE

RUBEN A DAVILACHAIR

ANDREA COPEIMMEDIATE PAST CHAIR

MEGAN THOMPSONTRUSTEE

MATTHEW MARTINCALCPA CHAIR

KEITH HAMASAKI - THROUGH 7-2024TRUSTEE

JOHN RYANTRUSTEE

JENNIFER BENJAMIN - THROUGH 7-2024TRUSTEE

CARISA WISNIEWSKITRUSTEE

JASON SHREVE - THROUGH 7-2024TRUSTEE

JANNIES BURLINGAMETRUSTEE

HEATHER ESPOSITOTRUSTEE

CHARLOTTE WALLVICE CHAIR

ERIN DAIBERTRUSTEE

About this charity

Recognized since: January 1966
Location: 500 CAPITOL MALL, SACRAMENTO, CA 95814-4737
County: Sacramento
In care of: % MARIA YARMOLINSKY
Primary officer: Natalie Quan, Chief Financial Officer

How to reach them

WebsiteVisit the charity’s website Emailsupport@calcpa.org Phone(650) 522-3021

Filing and classification

Latest tax year: 2024
Tax period began: May 1, 2024
Return type: 990
NTEE classification: Community Improvement & Capacity Building (S41Z)
Grant-giving organization: Yes