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CALCPA INSTITUTE

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Public IRS 990 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.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $99.40 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 leaders23 people are listed in the latest report.

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

Money made simple

277.29%of revenue went to mission work99.4% of expenses · Program services
$278.85spent for every $100 of revenueSpending was higher than revenue this year.
1.55%of revenue went to management and office costs0.6% of expenses
$2.38in assets for every $1 spent this yearSome assets cannot be spent right away.
68.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

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

Worth asking: Expenses exceeded revenue by $938,158 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $15,423 for NATALIE QUAN (VP AND CFO OF FINANCIAL STRATEGY AND BUSINESS EXCE). 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.

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$524,562
Mission workProgram services$1,454,584277.29% of revenue99.4% of expenses
ManagementOffice and general costs$8,1361.55% of revenue0.6% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Total expenses$1,462,720278.85% 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: 99.4% mission · 0.6% management · 0.0% fundraisingTotal expenses: 278.85% of revenue
2023Expense mix: 99.3% mission · 0.7% management · 0.0% fundraisingTotal expenses: 275.06% of revenue
2022Expense mix: 99.2% mission · 0.8% management · 0.0% fundraisingTotal expenses: 231.99% of revenue
2021Expense mix: 96.2% mission · 3.8% management · 0.0% fundraisingTotal expenses: 68.71% of revenue
2020Expense mix: 96.8% mission · 3.2% management · 0.0% fundraisingTotal expenses: 70.89% of revenue
2019Expense mix: 91.5% mission · 5.7% management · 2.8% fundraisingTotal expenses: 92.59% of revenue
2018Expense mix: 89.7% mission · 8.6% management · 1.7% fundraisingTotal expenses: 102.51% of revenue
2017Expense mix: 91.1% mission · 7.0% management · 1.9% fundraisingTotal expenses: 117.94% of revenue

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.

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)$1,454,584 · 99.4% of expenses
Management and office costs$8,136 · 0.6% of expenses
See all reported dollar amounts
Revenue$524,562
Expenses$1,462,720
Assets$3,485,241
Income$1,634,952
Contributions$356,961
Mission work (program services)$1,454,584
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 STE 1760, SACRAMENTO, CA 95814-4796
County
Sacramento
In care of
% MARIA YARMOLINSKY
Primary officer
Natalie Quan, CFO

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
Adult Education (B60)
IRS tax category
Adult Education
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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