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.
Form
990
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.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Anthony Pugliese President & Chief Executive Officer | Officer | 20 | $310,004 |
Matthew Koontz Vice President Of Marketing And Communications | Officer | 39 | $250,000 |
Jill Gorman Vice President Of Membership And Strategic Programming | 39 | $191,458 | |
Jason Fox Vice President Of Government Relations | 40 | $191,167 | |
Natalie Quan Vice President & Chief Financial Officer | Officer | 20 | $114,104 |
Emil Redzic Vice President Of Information Technology | 20 | $103,958 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Armanino Llp Tax And Audit Services | 4/29/21 | $109,463 |
Jes Cornette Software Consulting Services | 4/29/21 | $105,000 |
Roy C Hichens Cpa Technical Reviewer | 4/29/21 | $162,894 |
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 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $425,985 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $786,264 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $3,662,342 |
Pension plan accruals and contributions | $163,721 |
Other employee benefits | $662,734 |
Payroll taxes | $258,144 |
Fees for services: Management | $0 |
Fees for services: Legal | $97,309 |
Fees for services: Accounting | $53,705 |
Fees for services: Lobbying | $7,000 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $25,555 |
Fees for services: Other | $610,489 |
Advertising and promotion | $49,233 |
Office expenses | $694,233 |
Information technology | $544,686 |
Royalties | $0 |
Occupancy | $1,138,823 |
Travel | $3,209 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $115,902 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $656,440 |
Insurance | $89,459 |
All other expenses | $0 |
Total functional expenses | $10,767,091 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $1,881 |
Savings and temporary cash investments | $2,531,813 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $148,034 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $454,809 |
Net Land, buildings, and equipment | $18,427,530 |
Investments—publicly traded securities | $6,580,039 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $1,736,318 |
Total assets | $29,880,424 |
Accounts payable and accrued expenses | $1,352,174 |
Grants payable | $0 |
Deferred revenue | $3,492,230 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $254,485 |
Other liabilities | $898,475 |
Total liabilities | $5,997,364 |
Net assets without donor restrictions | $23,883,060 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $29,880,424 |
Over the last fiscal year, California Society Of Certified Public Accountants has awarded $404,368 in support to 3 organizations.
Grant Recipient | Amount |
---|---|
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 |
San Rafael, CA PURPOSE: SUPPORT OF ORGANIZATION | $25,000 |
Burlingame, CA PURPOSE: GENERAL SUPPORT | $10,000 |
Organization Name | Assets | Revenue |
---|---|---|
San Diego County Capital Asset Leasing Corporation San Diego, CA | $104,250,616 | $41,735,289 |
Western States Petroleum Association Sacramento, CA | $8,481,739 | $30,827,581 |
Iapmo Research And Testing Inc Ontario, CA | $11,214,766 | $46,736,492 |
Specialty Equipment Market Association Diamond Bar, CA | $151,136,909 | $20,614,542 |
California Dental Association Sacramento, CA | $252,495,901 | $15,890,513 |
Chinatown Service Center Los Angeles, CA | $26,778,687 | $27,867,616 |
Sag-Aftra & Industry Sound Recordings Distribution Fund Valley Village, CA | $48,142,351 | $13,604,136 |
Electric & Gas Industries Association Sacramento, CA | $14,735,713 | $15,175,016 |
American Pistachio Growers Fresno, CA | $11,494,323 | $15,365,842 |
National Council For Prescription Drug Programs Inc Scottsdale, AZ | $21,339,680 | $12,526,720 |
Travel Portland Portland, OR | $18,865,244 | $9,767,566 |
California Society Of Certified Public Accountants Burlingame, CA | $29,880,424 | $13,544,885 |