Question 1

Who funds CALCPA INSTITUTE?

Accepted Answer

CALCPA INSTITUTE has received grants from 2 known foundation funders, with 4 grants on file. The largest known funder is CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS.

Question 2

What is CALCPA INSTITUTE's mission?

Accepted Answer

CALCPA INSTITUTE
ADVANCE FINANCIAL EDUCATION AND IMPROVE FINANCIAL LITERACY OF THE PUBLIC.

Question 3

What is CALCPA INSTITUTE's annual revenue?

Accepted Answer

CALCPA INSTITUTE reported annual revenue of $398,027 in their most recent IRS 990 filing. Total expenses were $1,094,831. Financial data is available for 12 filing years.

Question 4

Who leads CALCPA INSTITUTE?

Accepted Answer

CALCPA INSTITUTE is led by Natalie Quan (VP and CFO of Financial Strategy and Business Excellence), Heather Collins (Senior Director-DE&I, Pipeline and Engagement), Tayiika Dennis (Past Chair (Immediate)), and 40 other key personnel. This information is from their 2023 IRS 990 filing.

Question 5

Where is CALCPA INSTITUTE located?

Accepted Answer

CALCPA INSTITUTE is located in Sacramento, CA. Their EIN is 20-0978565. Their website is https://www.calcpa.org/get-involved/calcpa-institute.

Year	Revenue	Expenses	Assets
2023	$398,027	$1,094,831	$3,390,023
2022	$508,860	$1,180,490	$3,041,053
2021	$680,300	$467,402	$3,111,213
2020	$494,319	$350,410	$3,309,397
2019	$591,341	$547,540	$2,866,431
2018	$937,170	$960,665	$3,005,650
2017	$794,778	$937,341	$2,788,863
2016	$473,805	$941,789	$2,866,630

CALCPA INSTITUTE

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