Organizations Filed Purposes:
PROVIDE SUPPORT TO THE PUBLIC AND CPA PROFESSION BY ADVANCING FINANCIAL EDUCATION PROVIDE SUPPORT TO THE PUBLIC AND CPA PROFESSION
ADVANCE FINANCIAL EDUCATION AND IMPROVE FINANCIAL LITERACY OF THE PUBLIC.
SCHOLARSHIPS: CALCPA INSTITUTE AWARDED CHAPTER SCHOLARSHIPS WITH FUNDS RAISED BY THE FOURTEEN CHAPTERS AND OTHER EDUCATIONAL ASSISTANCE TO OVER 250 COLLEGE AND UNIVERSITY STUDENTS WITHIN CALIFORNIA PURSUING CPA CAREERS FINANCIAL LITERACY: CALCPA INSTITUTE ALSO HELD NUMEROUS FINANCIAL LITERACY WORKSHOPS AND EVENTS ATTENDED BY OVER 3,130 CALIFORNIANS. MEMBERS OF THE CALIFORNIA SOCIETY OF CPAS, THROUGH THE INSTITUTE, ALSO PROVIDED ASSISTANCE BY SHARING THEIR KNOWLEDGE WITH THE PUBLIC THROUGH COLLABORATION WITH STATE LEGISLATORS, ASSISTANCE PROGRAMS AND TELEVISION AND RADIO NEWS SHOWS.
STUDENT OUTREACH: THE CAMPUS AMBASSADOR PROGRAM ESTABLISHES STUDENT REPRESENTATIVES ON VARIOUS COLLEGE CAMPUSES WITH THE GOAL OF BUILDING STRONGER RELATIONSHIPS WITH ACCOUNTING EDUCATORS AND STUDENTS, AS WELL AS PROMOTE THE ACCOUNTING PROFESSIONS AND CPA LICENSURE. "SO YOU WANT TO BE A CPA" AND "FROM COMMUNITY COLLEGE TO CPA" ARE TWO PROGRAMS OFFERED ON COLLEGE CAMPUSES ACROSS THE STATE. CALCPA INSTITUTE ALSO RUNS THE DIVERSITY AND INCLUSION HIGH SCHOOL OUTREACH PROJECT. ITS MAIN GOAL IS TO INCREASE THE AWARENESS OF ACCOUNTING CAREERS AMONG UNDERREPRESENTED AND UNDERSERVED MINORITY STUDENT POPULATIONS THROUGH THE STATE OF CALIFORNIA. THE PROJECT INVOLVES CLASSROOM VISITS BY CPAS TO SPEAK ABOUT CAREER OPPORTUNITIES INCLUDING FINANCIAL LITERACY LESSONS TO ENCOURAGE THE PURSUIT OF COLLEGE EDUCATION AS A PATH TO A CPA CAREER. LASTLY, CALCPA INSTITUTE LAUNCHED "FROM COMMUNITY COLLEGE TO CPA" A SERIES OF EVENTS SPECIFICALLY TARGETING COMMUNITY COLLEGE STUDENTS WITH CPA CAREER INFORMATION.
CALCPA LEADERSHIP INSTITUTE IS A 5-DAY PROGRAM DESIGNED TO TEACH CALCPA MEMBERS SKILLS THAT WILL MAKE THEM BETTER LEADERS AND MANAGERS. PARTICIPANTS WILL GROW AS VOLUNTEER AND BUSINESS LEADERS AS THEY FOCUS ON IMPROVING LEADERSHIP BEHAVIOR, AS WELL AS CRITICAL THINKING AND MANAGEMENT SKILLS. THE CALIFORNIA CPA EDUCATION FOUNDATION AND CALCPA UNDERWRITE THE COSTS OF THE PROGRAM EXCEPT FOR A SMALL ADMINISTRATIVE FEE THAT IS THE RESPONSIBILITY OF THE INDIVIDUAL PARTICIPANT.
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 - through 07-30-2019 | 6 | $45,752 |
| Jillian N Phan | Council Member at Large - eff 06-30-2019 | 0.1 | $0 |
| Charles A Burak | Council Members at Large - eff 06-30-2019 | 0.1 | $0 |
| Preston L Osbourn Ii | Council Members at Large | 0.1 | $0 |
| Grace S Clark | Council Members at Large | 0.1 | $0 |
| Derrick Debruyne | Council Member at Large - through 06-30-2019 | 0.1 | $0 |
| Fernando Sucre | Appointed Member - eff 06-30-2019 | 0.1 | $0 |
| Somya Chauhan | Appointed Member - eff 06-30-2019 | 0.1 | $0 |
| Christie Simons | Appointed Member | 0.1 | $0 |
| Tayiika Dennis | Appointed Member - through 06-30-2019 | 0.1 | $0 |
| Eileen M Pastenieks | Ed Fdn President - through 06-30-2019 | 0.1 | $0 |
| Joseph Forlenza | Education Foundation President - eff 06-30-2019 | 0.1 | $0 |
| Lynda Boman | Vice Chair - through 06-30-2019 | 0.1 | $0 |
| Meredith Johnson | Vice Chair - eff 6-30-2019 | 0.1 | $0 |
| Matthew Martin | Vice Chair - eff 6-30-2019 | 0.1 | $0 |
| Mike A Ray | Vice Chair | 0.1 | $0 |
| Laura Ross | Treasurer | 0.1 | $0 |
| Jolene Fraser | First Vice Chair | 0.1 | $0 |
| Robert Reynolds | Chair | 0.1 | $0 |
| Lewis Sharpstone | Past Chair | 0.1 | $0 |
| Anthony Pugliese | President and CEO - Eff 07-30-2019 | 1 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202110709349300421_public.xml