Calcpa Institute
To inspire diverse and talented individuals to become CPAs and empower them to stay in the profession.
Calcpa Institute at a glance
In short: Calcpa Institute gave $18K across 2 grants in 2025 (avg $9K), mostly in California. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $18,000
- -14.3% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $9,000
- -14.3% vs 2024
- Median grant
- $9,000
- Total assets
- $3,485,241
- +2.8% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Calcpa Institute funds
How this funder distributes its grants
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Calcpa Institute gives
- Giving held roughly steady from 2022 to 2025 (+6%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $16K (2020) to $26K (2019). In 2025 it made 2 grants totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 2 individual scholarships Recipients not named | — | $18,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $3,485,241 | $524,562 | $1,462,720 | $18,000 | 2 | $152,768 |
| 2024 | $3,390,023 | $398,027 | $1,094,831 | $21,000 | 2 | $74,189 |
| 2023 | $3,041,053 | $508,860 | $1,180,490 | $17,600 | 2 | $84,385 |
| 2022 | $3,111,213 | $680,300 | $467,402 | $17,000 | 2 | $226,794 |
| 2021 | $3,309,397 | $494,319 | $350,410 | $22,641 | 3 | $20,190 |
| 2020 | $2,866,431 | $591,341 | $547,540 | $15,500 | 1 | $38,005 |
| 2019 | $3,005,650 | $937,170 | $960,665 | $26,000 | 2 | $124,344 |
About Calcpa Institute
Based on IRS filings
Calcpa Institute is a public charity focused on Education, based in Sacramento, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.5M in total assets. In 2025, it awarded 2 grants totaling $18K. Net investment income was $153K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Calcpa Institute is led by Denise Froemming, President & CEO on every filing since 2023; none of the 23 officers listed in 2025 report compensation.
Officers on the 2025 filing
Denise Froemming
President & CEO
On filings since 2023
1 hr/week
No compensation reported
Andrea Cope
Foundation President
On filings since 2024
0.1 hrs/week
No compensation reported
Ruben Davila
Foundation President
New on the 2025 filing
0.1 hrs/week
No compensation reported
Matthew Martin
Chair
Secretary & Treasurer - → First Vice Chair, 2024
First Vice Chair → Chair, 2025
On filings since 2019
0.1 hrs/week
No compensation reported
Heather Collins
Senior Director-De, I, Pipeline & Engagement
On filings since 2023
40 hrs/week
No compensation reported
Erin Roche
Council Representative
Council Member at Large → Council Representative to the Board, 2023
Council Representative to the Board → Council Representative, 2024
On filings since 2019
0.1 hrs/week
No compensation reported
Grace S Clark
Vice Chair
Council Members at Large - → Council Members at Large, 2020
Council Members at Large → Vice Chair, 2024
On filings since 2019
0.1 hrs/week
No compensation reported
Jillian N Phan
First Vice Chair
Vice Chair → Secretary & Treasurer, 2024
Secretary & Treasurer → First Vice Chair, 2025
On filings since 2019
0.1 hrs/week
No compensation reported
Mike A Ray
Vice Chair
Vice Chair → Vice Chair -, 2022
Vice Chair - → Vice Chair, 2025
On filings since 2019
0.1 hrs/week
No compensation reported
Meredith Johnson
Past Chair
First Vice Chair → Chair, 2024
Chair → Past Chair, 2025
On filings since 2020
0.1 hrs/week
No compensation reported
Tayiika Dennis
Past Chair
First Vice Chair → Chair, 2023
Chair → Past Chair, 2024
On filings since 2020
0.1 hrs/week
No compensation reported
David J Neighbors
Vice Chair
Vice Chair - → Vice Chair, 2022
On filings since 2021
0.1 hrs/week
No compensation reported
Miklos Ringbauer
Secretary & Treasurer
Vice Chair - → Vice Chair, 2022
Vice Chair → Secretary & Treasurer, 2025
On filings since 2021
0.1 hrs/week
No compensation reported
Dalton R Sweaney
Vice Chair
Council Representative to the Board - → Council Representative, 2024
Council Representative → Vice Chair, 2025
On filings since 2023
0.1 hrs/week
No compensation reported
Mei-Li Huang
Appointed Member
Appointed Member - → Appointed Member, 2024
On filings since 2023
0.1 hrs/week
No compensation reported
Natalie Quan
Vice President, CFO of Financial Strategy & Business Excellence
On filings since 2023
1 hr/week
No compensation reported
Adam Blaylock
Appointed Member
On filings since 2024
0.1 hrs/week
No compensation reported
Charles Osaki
Council Representative
On filings since 2024
0.1 hrs/week
No compensation reported
Jonathan Bryson
Vice Chair
On filings since 2024
0.1 hrs/week
No compensation reported
Marjorie McPike
Council Representative
On filings since 2024
0.1 hrs/week
No compensation reported
Amber Setter
Appointed Member
New on the 2025 filing
0.1 hrs/week
No compensation reported
Glenn Freed
Council Representative
New on the 2025 filing
0.1 hrs/week
No compensation reported
Julia Walther
Council Representative
New on the 2025 filing
0.1 hrs/week
No compensation reported
Former officers (34)
- Former: John Misuraca (2022–2024) — Council Representative
- Former: John Schultz (2022–2024) — Appointmented Member
- Former: Richard Giedlin (2022–2024) — Council Representative
- Former: Panteha Dixon (2023–2024) — Appointed Member
- Former: Christie Simons (2019–2023) — Past Chair
- Former: Jolene Fraser (2019–2023) — Past Chair -
- Former: Maya Ivanova (2021–2023) — Appointed Member -
- Former: Peter Brown (2021–2023) — Council Member at Large -
- Former: Scott Hoppe (2022–2023) — Education Foundation President -
- Former: Adam Blitz (2023) — Foundation Chair -
- Former: Anthony Pugliese (2020–2022) — Past Chief Executive Officer · Filing note: Through 4-5-2021
- Former: Chrislynn Freed (2021–2022) — Education Foundation President -
- Former: Richard Simitian (2021–2022) — Interim President & Chief Executive Officer · Filing note: Through 10-18-21
- Former: Denise Froemming eff - (2022) — President & CEO
- Former: Charles A Burak (2019–2021) — Council Members at Large
- Former: Laura Ross (2019–2021) — Treasurer -
- Former: Robert Reynolds (2019–2021) — Past Chair
- Former: Fernando Sucre (2020–2021) — Past Appointed Member
- Former: Joseph Forlenza (2020–2021) — Education Foundation President -
- Former: Eileen M Pastenieks (2019–2020) — Executive Director Fdn President -
- Former: John Angelo (2019–2020) — Executive Director -
- Former: Lewis Sharpstone (2019–2020) — Past Chair
- Former: Lynda Boman (2019–2020) — Vice Chair -
- Former: Preston L Osbourn II (2019–2020) — Council Members at Large
- Former: Derrick Debruyne (2020) — Council Member at Large -
- Former: Somya Chauhan (2020) — Appointed Member -
- Former: Ashley Casey (2019) — Council Representative -
- Former: Charlotte Wall (2019) — Appointed Member -
- Former: Jeremy Dillard (2019) — Council Members at Large
- Former: John Lacey (2019) — Vice Chair -
- Former: Kathryn Johnson (2019) — Past Chair
- Former: Lynette Atchley (2019) — Council Representative -
- Former: Megan Boldizsar (2019) — Council Rep -
- Former: Okorie ramsey (2019) — Fdn Vice President -
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Calcpa Institute
How much does Calcpa Institute give each year?
Calcpa Institute gave $18K across 2 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $21K across 2 grants.
How large is Calcpa Institute?
Calcpa Institute reported $3.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $525K.
What is Calcpa Institute?
Calcpa Institute is a public charity focused on Education, based in Sacramento, CA. It holds $3.5M in total assets as of 2025.
Where does Calcpa Institute operate?
Calcpa Institute has awarded grants in California.
What is Calcpa Institute's EIN?
Calcpa Institute's EIN (Employer Identification Number) is 20-0978565. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Calcpa Institute funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Calcpa Institute's focus areas in our free grants database
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Calcpa Institute down — hundreds of funders to go?