Mission
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.
Public Charity
CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS is a private foundation categorized as Public Charity based in Sacramento, CA. Its most recent IRS filing (2025) reports revenue of $12.5M, expenses of $12.4M, total assets of $32.0M. Imperigo tracks 12 reported grants from this foundation totaling approximately $3.2M.
EIN: 941056137
Sacramento, CA
Latest filing: 2025
Total Revenue$12.5M
Total Expenses$12.4M
Total Assets$32.0M
Grants Given12
Grant Total$3.2M
Filing Years2021–2025
Sample Grants Given
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
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
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
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
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
Showing up to 5 of 12 total records — full history available with membership.
Officers & Directors
Appointed Member
Adam Blaylock
Appointed Member
Amber Setter - Eff 7-2024
Council Representative to the Board
Charlie Osaki
Senior Director, Marketing and Communication
Cheryl Callahan
Vice Chair
Dalton Sweaney
Vice Chair
David Neighbors - Through 7-2024
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $12.5M | $12.4M | $32.0M |
| 2024 | $13.4M | $12.9M | $28.7M |
| 2023 | $11.9M | $14.1M | $31.4M |
| 2022 | $12.5M | $12.4M | $29.0M |
| 2021 | $13.5M | $10.8M | $29.9M |
Between 2021 and 2025, reported annual revenue declined from $13.5M to $12.5M (-7%), with total assets most recently reported at $32.0M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in CA.
CA
Full geographic grant map with state-by-state breakdown available with membership.