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
Latest filing: 2025
Total Revenue$525K
Total Expenses$1.5M
Total Assets$3.5M
Grant Records15
Funding Total$3.3M
Filing Years2021–2025
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.