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California Society of Certified Public Accountants

SACRAMENTO, CA EIN: 94-1056137 Website

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$28.7M

-8.8% YoY

Annual Giving

$255K

-21.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$255K

-21.5% YoY

About California Society of Certified Public Accountants

Based on IRS filings

California Society of Certified Public Accountants is a nonprofit organization focused on Community and economic development, based in SACRAMENTO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $28.7M in total assets. In 2024, it awarded 1 grants totaling $255K. Net investment income was $503K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BurlingameSacramento

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4M$8M$12M$16M20202021202220232024
Metric202420232022
Total Assets$28,658,281$31,429,231$29,020,623
Revenue$13,360,307$11,852,377$12,527,694
Expenses$12,936,092$14,094,916$12,404,438
Qualifying Distributions
Net Investment Income$503,029$183,934$307,790
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$128K$257K$385K$513K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

CalCPA Institute$255K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K4$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include CalCPA Institute ($254,616).

RecipientPurposeAmount
CalCPA Institute Sacramento, CATHE PURPOSE OF GRANT OR ASSISTANCE: SUPPORT FOR CALCPA INSTITUTE INCLUDES TRANSFERS OF NET PROCEEDS FROM FUNDRAISING EVENTS HELD BY CALCPA CHAPTERS TO BENEFIT THE SCHOLARSHIP FUNDS, AS WELL AS MONETARY CONTRIBUTION TO SUPPORT THE ADMINISTRATION OF CALCPA INSTITUTE.$254,616

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Matthew Koontz - thr…Vice President of Marketing …$269KDenise DeLuc FroemmingPresident & Chief Executive …$256KJason FoxVice President of Government…$241KNatalie QuanVice President & Chief Finan…$135KEmil RedzicVice President of Informatio…$127KJill PitchenikVice President, Strategic Bu…$124KTodd BoydSenior Salesforce Developer$96KCheryl CallahanSenior Director, Marketing a…$95KDenise BethelSenior Director, Business De…$93KJennifer WeedVice President Learning, Com…$76K

From 2024 filing

NameTitleHoursCompensation
Denise DeLuc FroemmingPresident & Chief Executive Officer20$256,076
Natalie QuanVice President & Chief Financial Officer20$135,268
Matthew Koontz - through 3-2023Vice President of Marketing and Communications40$268,946
Emil RedzicVice President of Information Technology20$126,574
Jennifer WeedVice President Learning, Comopetency and Knowledge4$75,969
Jason FoxVice President of Government Relations40$240,619
Cheryl CallahanSenior Director, Marketing and Communication20$95,491
Todd BoydSenior Salesforce Developer20$96,011
Jill PitchenikVice President, Strategic Business Operations and DE&I26$123,899
Denise BethelSenior Director, Business Development & Partnerships20$93,119
Tayiika DennisImmediate Past Chair0.1
Grace Clark - eff 7-2023Vice Chair0.1
Meredith JohnsonChair0.1
Matthew MartinFirst Vice Chair0.1
Adam BlitzFoundation Chair0.1
Miklos RingbauerVice Chair0.1
David NeighborsVice Chair0.1
Jillian PhanSecretary/Treasurer0.1
John Schultz - through 12-2023Vice Chair0.1
Mei-Li HuangAppointed Member0.1
Adam Blaylock - eff 7-2023Appointed Member0.1
Marjorie McPike - eff 7-2023Council Representative to the Board0.1
Charlie Osaki - eff 7-2023Council Representative to the Board0.1
Erin RocheCouncil Representative to the Board0.1
Dalton SweaneyCouncil Representative to the Board0.1
Panteha Dixon - through 7-2023Appointed Member0.1
Richard Gledlin - through 7-2023Council Representative to the Board0.1
John Misuraca - through 7-2023Council Representative to the Board0.1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is California Society of Certified Public Accountants?

California Society of Certified Public Accountants is a nonprofit organization focused on Community and economic development, based in SACRAMENTO, CA. It holds $28.7M in total assets as of 2024.

How large is California Society of Certified Public Accountants?

As of 2024, California Society of Certified Public Accountants holds $28.7M in total assets with $13.4M in annual revenue. It awarded 1 grants totaling $255K in 2024.

Where does California Society of Certified Public Accountants operate?

California Society of Certified Public Accountants has awarded grants in California.

What size grants does California Society of Certified Public Accountants award?

In 2024, California Society of Certified Public Accountants awarded 1 grants totaling $255K — an average of about $255K per grant, based on its IRS Form 990 filings.

What is California Society of Certified Public Accountants's EIN?

California Society of Certified Public Accountants's EIN (Employer Identification Number) is 94-1056137. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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