Organizations Filed Purposes:
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.
SUPPORT ITS MEMBERS AND PROMOTE THE INTEGRITY OF THE CPA PROFESSION
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 40,000 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 MEMBERSHIP WAS OVER 9,300, FACEBOOK LIKES ARE NEARLY 6,000, TWITTER FOLLOWERS ARE MORE THAN 9,000 AND CALCPA HAS MORE THAN 1,000 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.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| John Angelo | Executive Director | 31.5 | $259,263 |
| Matthew Koontz | Vice President of Marketing and Communications | 40 | $226,151 |
| Jason Fox | Vice President of Government Relations | 40 | $174,878 |
| Anthony Pugliese | President & Chief Executive Officer | 20 | $164,475 |
| Jill Gorman | Vice President of Membership and Strategic Programming | 40 | $160,208 |
| Lisa Brown | Senior Manager Business Analytics | 40 | $155,249 |
| Simon Sheynkman | Senior Web Developer | 40 | $143,300 |
| Natalie Quan | Vice President & Chief Financial Officer | 20 | $103,021 |
| Emil Redzic | Vice President of Information Technology | 20 | $93,125 |
| Jillian N Phan | Council Member at Large - eff 06-30-2019 | 1 | $0 |
| Charles A Burak | Council Members at Large | 1 | $0 |
| Preston L Osbourn Ii | Council Members at Large | 1 | $0 |
| Grace S Clark | Council Members at Large | 1 | $0 |
| Derrick Debruyne | Council Member at Large - through 06-30-2019 | 1 | $0 |
| Fernando Sucre | Appointed Member - eff 06-30-2019 | 1 | $0 |
| Somya Chauhan | Appointed member - eff 06-30-19 | 1 | $0 |
| Christie Simons | Appointed member | 1 | $0 |
| Tayiika Dennis | Appointed Member - through 06-30-2019 | 1 | $0 |
| Eileen M Pastenieks | Ed Fdn President - through 06-30-2019 | 1 | $0 |
| Joseph Forlenza | Education Foundation President - eff 06-30-2019 | 1 | $0 |
| Lynda Boman | Vice Chair - through 06-30-2019 | 1 | $0 |
| Meredith Johnson | vice chair - eff 06-30-2019 | 1 | $0 |
| Matthew Martin | Vice Chair - eff 06-30-2019 | 1 | $0 |
| Mike A Ray | Vice Chair | 1 | $0 |
| Laura Ross | Treasurer | 1 | $0 |
| Jolene Fraser | First Vice Chair | 1 | $0 |
| Robert Reynolds | Chair | 1 | $0 |
| Lewis Sharpstone | Past Chair | 1 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202130709349301208_public.xml