This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2025
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990 | $12,536,520 | $12,390,361 | $227,746 | $32,045,786 | $22,374,837 |
| FY2024 | 990 | $13,360,307 | $12,936,092 | $254,616 | $28,658,281 | $21,422,845 |
| FY2023 | 990 | $11,852,377 | $14,094,916 | $324,409 | $31,429,231 | $20,925,305 |
| FY2022 | 990 | $12,527,694 | $12,404,438 | $346,626 | $29,020,623 | $23,325,160 |
| FY2021 | 990 | $13,544,885 | $10,767,091 | $425,985 | $29,880,424 | $23,883,060 |
| FY2020 | 990 | $13,565,550 | $14,410,632 | $513,043 | $28,328,460 | $19,761,573 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| CalCPA InstituteBurlingame, CA | The 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. | $513,043 | 2020 |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Denise Deluc Froemming | President & Chief Executive Officer | 20 | $280,593 |
| Natalie Quan | Vice President & Chief Financial Officer | 20 | $139,856 |
| Jennifer Weed | Vice President Learning, Competency and Knowledge | 12 | $82,531 |
| Emil Redzic | Vice President of Information Technology |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| CalCPA InstituteBurlingame, CA | THE 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. | $425,985 | 2021 |
| CalCPA InstituteSacramento, CA | THE 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. | $346,626 | 2022 |
| CalCPA InstituteSacramento, CA | THE 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. | $324,409 | 2023 |
| CalCPA InstituteSacramento, CA | THE 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 | 2024 |
| CalCPA InstituteSacramento, CA | THE 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. | $227,746 | 2025 |
| 20 |
| $125,464 |
| Jason Fox | Vice President of Government Relations | 40 | $241,710 |
| Jill Pitchenik | Vice President, Strategic Business Operations and DE&I | 26 | $156,676 |
| Todd Boyd | Senior Salesforce Developer | 20 | $103,012 |
| Cheryl Callahan | Senior Director, Marketing and Communication | 20 | $93,511 |
| Denise Bethel | Senior Director, Business Development and Partnerships | 20 | $91,807 |
| Matthew Martin | Chair | 1 | $0 |
| Jillian Phan | First Vice Chair | 1 | $0 |
| Miklos Ringbauer | Secretary/Treasurer | 1 | $0 |
| Meredith Johnson | Immediate Past Chair | 1 | $0 |
| Grace Clark | Vice Chair | 1 | $0 |
| Jonathan Bryson - Eff 7-2024 | Vice Chair | 1 | $0 |
| Mike Ray - Eff 7-2024 | Vice Chair | 1 | $0 |
| Dalton Sweaney | Vice Chair | 1 | $0 |
| Ruben Davila | Foundation Chair | 1 | $0 |
| Adam Blaylock | Appointed Member | 1 | $0 |
| Amber Setter - Eff 7-2024 | Appointed Member | 1 | $0 |
| Marjorie Mcpike | Council Representative to the Board | 1 | $0 |
| Charlie Osaki | Council Representative to the Board | 1 | $0 |
| Tayiika Dennis - Through 7-2024 | Immediate Past Chair | 1 | $0 |
| Erin Roche - Through 7-2024 | Council Representative to the Board | 1 | $0 |
| David Neighbors - Through 7-2024 | Vice Chair | 1 | $0 |
| Mei-Li Huang - Through 7-2024 | Appointed Member | 1 | $0 |
| Glenn Freed - Eff 7-2024 | Council Representative to the Board | 1 | $0 |
| Julia Walther - Eff 7-2024 | Council Representative to the Board | 1 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2024 · period ending Apr 30, 2024IRS bulk XML
Filing id 202520709349300502
Form 990 · FY2023 · period ending Apr 30, 2023IRS bulk XML
Filing id 202410749349300306
Form 990 · FY2022 · period ending Apr 30, 2022
Filing id 202332859349302258
Form 990 · FY2021 · period ending Apr 30, 2021
Filing id 202240699349301539
Form 990 · FY2020 · period ending Apr 30, 2020
Filing id 202130709349301208
Form 990 · FY2019 · period ending Apr 30, 2019
Filing id 202020729349300207
Form 990 · FY2018 · period ending Apr 30, 2018
Filing id 201920749349300742
Form 990 · FY2017 · period ending Apr 30, 2017
Filing id 201830749349300028
Form 990 · FY2016 · period ending Apr 30, 2016
Filing id 201642579349300794
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.