California Society Of Certified Public Accountants

Organization Overview

California Society Of Certified Public Accountants is located in Burlingame, CA. The organization was established in 1948. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, under the broad grouping of Community Improvement & Capacity Building and related organizations. As of 04/2021, California Society Of Certified Public Accountants employed 65 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. California Society Of Certified Public Accountants is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.

For the year ending 04/2021, California Society Of Certified Public Accountants generated $13.5m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (0.4%) each year. All expenses for the organization totaled $10.8m during the year ending 04/2021. As we would expect to see with falling revenues, expenses have declined by (4.4%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

SUPPORT ITS MEMBERS AND PROMOTE THE INTEGRITY OF THE CPA PROFESSION

Describe the Organization's Program Activity:

Part 3 - Line 4a

MEMBERSHIP SERVICES AND CHAPTER PROGRAMS - CALCPA REPRESENTS AND PROVIDES SERVICES TO CPAS AND FINANCE PROFESSIONALS IN CALIFORNIA. STATEWIDE COMMITTEES AND LEADERSHIP GROUPS COLLABORATE ON PROJECTS THAT INCREASE MEMBERS' TECHNICAL KNOWLEDGE, ENHANCE THE PROFESSION'S IMAGE, INFLUENCE REGULATION AND LEGISLATION, ATTRACT THE BEST AND THE BRIGHTEST TO THE PROFESSION AND STUDY THE CPA'S ROLE IN LOCAL, NATIONAL, AND GLOBAL ECONOMIES. CALCPA HAS MORE THAN 43,000 MEMBERS WITH 14 CHAPTERS THROUGHOUT THE STATE, EACH OF WHICH HOSTS LOCAL AND CHAPTER-WIDE MEMBER GROUPS THAT MEET REGULARLY TO EXCHANGE PROFESSIONAL KNOWLEDGE, EARN LOW-COST CPE AND CONNECT WITH THEIR PEERS. THE CHAPTERS HELD ABOUT 650 MEETINGS AND EVENTS FOR THIS FISCAL YEAR AND OVER 30 FUNDRAISING EVENTS. NET PROCEEDS FROM THESE FUNDRAISING EVENTS WERE TRANSFERRED TO THE CALCPA INSTITUTE TO BENEFIT THE CHAPTERS' SCHOLARSHIP FUNDS.


COMMUNICATIONS - CALCPA COMMUNICATIONS INCLUDE PRINT AND ELECTRONIC PUBLICATIONS DESIGNED TO KEEP MEMBERS INFORMED. CALCPA PRODUCED 10 ISSUES OF ITS CALIFORNIA CPA MAGAZINE (PRINT AND DIGITAL) AND ONE ISSUE OF TBRG (TECHNOLOGY & BUSINESS RESOURCE GUIDE). CALCPA ALSO PRODUCED MORE THAN 1,000 DIFFERENT EMAILS THAT INCLUDE CHAPTER BULLETINS AND DAILY CLIPS THAT PROVIDES LINKS TO NEWS RELATED TO CALIFORNIA, BUSINESS, THE CPA PROFESSION, PERSONAL FINANCE, TECHNOLOGY, AND TAX. CALCPA'S WEBSITE IS A MEMBER-FOCUSED CLEARINGHOUSE FILLED WITH NEWS, INFORMATION, RESOURCES AND EVENT LISTINGS FOR CALIFORNIA CPAS. OUR MEDIA AND PUBLIC RELATIONS EFFORTS PROMOTE THE INTEGRITY OF THE CPA PROFESSION AND POSITION OUR MEMBERS AS EXPERTS IN A DIVERSITY OF SUBJECT AREAS. AS OF THE END OF THIS FISCAL YEAR, LINKEDIN FOLLOWERS WAS OVER 7,200, FACEBOOK FOLLOWERS ARE MORE THAN 6,500, TWITTER FOLLOWERS ARE MORE THAN 10,300 AND CALCPA HAS MORE THAN 1,900 FOLLOWERS ON INSTAGRAM.


GOVERNMENT RELATIONS - THE MAJORITY RESPONSIBILITY OF GOVERNMENT RELATIONS IS TO ADVOCATE FOR THE PUBLIC POLICY AND SELF-REGULATORY INTERESTS OF THE CPA PROFESSION, WHICH IS A CORNERSTONE OF CALCPA'S STRATEGIC PLAN. COMPONENTS OF THIS INCLUDE: ANTICIPATING AND RESPONDING TO LEGISLATIVE AND REGULATORY PROPOSALS THAT IMPACT THE PROFESSION AND THE BROADER BUSINESS COMMUNITY; CULTIVATING STRATEGIC RELATIONSHIPS WITH KEY GOVERNMENT AGENCIES AND OTHER PROFESSIONAL ORGANIZATIONS ENGAGED IN ADVOCACY, AND KEEPING CALCPA MEMBERSHIP APPRISED OF ONGOING AND EMERGING PUBLIC POLICY ISSUES. THIS YEAR, CALCPA'S GOVERNMENT RELATIONS PROGRAM ASSISTED IN THE DEVELOPMENT OF PUBLIC POLICY RESOURCES FOR CALCPA MEMBERS, FACILITATED MEETINGS WITH LEGISLATIVE LEADERS, AND ADVANCED POLICY PROPOSALS THAT SUPPORT CALIFORNIA CPAS, AND RELATED PROFESSIONALS, ABILITY TO EFFECTIVELY SERVER CLIENTS AND THE BROADER BUSINESS COMMUNITY.


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Outside Vendors & Contractors

Vendor Name (Service)Compensation
Armanino Llp
Tax And Audit Services
$109,463
Jes Cornette
Software Consulting Services
$105,000
Roy C Hichens Cpa
Technical Reviewer
$162,894
View All Vendors

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$55,600
Related organizations$0
Government grants $943,915
All other contributions, gifts, grants, and similar amounts not included above$210,000
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$1,209,515
Total Program Service Revenue$11,186,101
Investment income $172,330
Tax Exempt Bond Proceeds $0
Royalties $51,415
Net Rental Income $262,933
Net Gain/Loss on Asset Sales -$105,520
Net Income from Fundraising Events $13,939
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $13,544,885

Grants Awarded

Over the last fiscal year, California Society Of Certified Public Accountants has awarded $404,368 in support to 3 organizations.

Grant RecipientAmount

Burlingame, CA

PURPOSE: 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.

$369,368

CALIFORNIA TAX AND BUDGET RESEARCH PROJECT

Org PageRecipient Profile

San Rafael, CA

PURPOSE: SUPPORT OF ORGANIZATION

$25,000

CALCPA EDUCATION FOUNDATION

Org PageRecipient Profile

Burlingame, CA

PURPOSE: GENERAL SUPPORT

$10,000
View Grant Profile

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