CALIFORNIA CERTIFIED PUBLIC ACCOUNTANTS EDUCATION FOUNDATION
1710 Gilbreth Road, Burlingame, CA 94010 www.calcpa.org

Total Revenue
$10,171,349
Total Expenses
$10,637,221
Net Assets
$6,838,486

Organizations Filed Purposes: DELIVER QUALITY EDUCATION AND BUILD KNOWLEDGE TO FOSTER EXCELLENCE AND ADVANCE INDIVIDUALS AND THE ACCOUNTING PROFESSION THROUGH INNOVATION AND IN PARTNERSHIP WITH THE CPA PROFESSION

DELIVER QUALITY EDUCATION AND ADVANCE THE ACCOUNTING PROFESSION

THE FOUNDATION PROVIDES CONTINUING PROFESSIONAL EDUCATION FOR CPAS AND OTHER INTERESTED PARTIES. IT OFFERS (1) COURSES AND CONFERENCES DEVELOPED TO COMPLY WITH THE STATEMENT ON STANDARDS FOR CONTINUING PROFESSIONAL EDUCATION (CPE) PROGRAMS JOINTLY ISSUED BY THE CALIFORNIA BOARD OF ACCOUNTANCY, NASBA AND THE AICPA; (2) CPE CREDIT IN REQUIRED CATEGORIES: ACCOUNTING & AUDITING, ETHICS, FRAUD AND GOVERNMENT/YELLOW BOOK; (3) COURSES APPROVED FOR CREDIT FOR ENROLLED AGENTS AND CERTIFIED TAX PREPARERS, CERTIFIED FINANCIAL PLANNERS, MCLE FOR ATTORNEYS AND MORE. FOR THE FISCAL YEAR 2019-2020, THE FOUNDATION HELD MORE THAN 2,000 COURSES AND CONFERENCES IN LIVE AND WEBCASTS WITH OVER 59,000 ATTENDEES AND SOLD MORE THAN 5,000 SELF-STUDY PRODUCTS.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Anthony PugliesePresident & Chief Executive Officer20$164,475
Audrey ChingSenior Director Business & Professional Development40$158,593
Michael YipSolutions Architect, Salesforce and Platforms in Information Technology40$114,625
Barbara MacielSenior Director of Learning Operations, Member Competency40$111,515
Melissa HillManager of Broadcast Operations40$104,938
Natalie QuanVice President & Chief Financial Officer20$103,021
Emil RedzicVice President of Information Technology20$93,125
Charlotte WallTrustee - eff 06-30-20191$0
Meghan ThompsonTrustee - eff 06-30-20191$0
Kristie LedbetterTrustee - eff 06-30-20191$0
Bruce GrayTrustee - eff 06-30-20191$0
Amber SetterTrustee - eff 06-30-20191$0
Violeta D CristobalTrustee1$0
Kathryn JohnsonTrustee1$0
Darcia StebbensTrustee1$0
Michael EisenbergTrustee1$0
Thomas GilbertTrustee1$0
Lewis SharpstoneTrustee and CalCPA Chair1.1$0
Robert ReynoldsTrustee and CalCPA Chair - eff 06-30-20191.1$0
Adam BlitzVice President1$0
Chrislynn FreedTreasurer1$0
Scott HoppeFirst Vice President1$0
Joseph A ForlenzaPresident1$0
Eileen M PastenieksPast President1$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202100719349301130_public.xml