Mission
To inspire diverse and talented individuals to become CPAs and empower them to stay in the profession.
Public Charity
CALCPA INSTITUTE
CALCPA INSTITUTE, of Sacramento, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $525K in revenue, $1.5M in expenses, $3.5M in total assets. 15 publicly reported grants to this organization, totaling roughly $3.3M, appear in IRS filings.
EIN: 200978565
Sacramento, CA
Adult Education
NTEE: B60
Latest filing: 2025
Total Revenue$525K
Total Expenses$1.5M
Total Assets$3.5M
Grant Records15
Funding Total$3.3M
Filing Years2021–2025
Where $100 goes at Calcpa Institute
How Calcpa Institute divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$96
Programs
the work itself
$3
Management
running the organization
$1
Fundraising
raising the next dollar
Inside the $96 for programs
$54
Student outreach
$39
Scholarships
$3
Calcpa leadership institute is a 5-day program designed to teach calcpa members skills that will make them better leaders and managers
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
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
EDUCATION
$6,000
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
Showing up to 5 of 15 total records — full history available with membership.
Officers & Directors
Appointed Member
Adam Blaylock
Appointed Member (eff 7-2024)
Amber Setter
Foundation President (through 7-2024)
Andrea Cope
Council Representative
Charles Osaki
Vice Chair (eff 7-2024)
Dalton R Sweaney
Vice Chair (through 7-2024)
David J Neighbors
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $525K | $1.5M | $3.5M |
| 2024 | $398K | $1.1M | $3.4M |
| 2023 | $509K | $1.2M | $3.0M |
| 2022 | $680K | $467K | $3.1M |
| 2021 | $494K | $350K | $3.3M |
Between 2021 and 2025, reported annual revenue grew from $494K to $525K (+6%), with total assets most recently reported at $3.5M.
Interactive year-over-year charts and full filing details available with membership.