California Society Of Certified Public Accountants

Sacramento, CA
Tax-exempt since Jan. 1948
EIN: 94-1056137

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Type of Nonprofit

Designated as a 501(c)(6) Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Revenue

$13.4M (2024)

Expenses

$12.9M (2024)

Total Assets

$28.7M (2024)

Total Liabilities

$7.24M (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2024

Revenue

$13,360,307

Expenses

$12,936,092

Net Income

$424,215

Net Assets

$21,422,845

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,119,935	8.4%
Program Services	$11,078,570	82.9%
Investment Income	$743,760	5.6%
Bond Proceeds	$0
Royalties	$1,233	0.0%
Rental Property Income	$0
Net Fundraising	-$135,138
Sales of Assets	-$240,731
Net Inventory Sales	$0
Other Revenue	$795,272	6.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$586,981	4.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,892,174	37.8%

Assets/Debt
Total Assets	$28,658,281
Total Liabilities	$7,235,436
Net Assets	$21,422,845

Compensation

Key Employees and Officers	Compensation	Related	Other
Matthew Koontz Through 3 2023 (Vice President Of Marketing And Communications)	$268,946	$0	$5,687
Denise De Luc Froemming (President & Chief Executive Officer)	$256,076	$256,076	$16,587
Jason Fox (Vice President Of Government Relations)	$240,619	$0	$20,313
Natalie Quan (Vice President & Chief Financial Officer)	$135,268	$135,268	$14,586
Emil Redzic (Vice President Of Information Technology)	$126,574	$126,574	$21,172
Jill Pitchenik (Vice President, Strategic Business Operations And De&I)	$123,899	$66,715	$10,539
Todd Boyd (Senior Salesforce Developer)	$96,011	$96,011	$9,450
Cheryl Callahan (Senior Director, Marketing And Communication)	$95,491	$95,491	$13,057
Denise Bethel (Senior Director, Business Development & Partnerships)	$93,119	$93,119	$5,587
Jennifer Weed (Vice President Learning, Comopetency And Knowledge)	$75,969	$177,260	$15,930
Tayiika Dennis (Immediate Past Chair)	$0	$0	$0
Grace Clark Eff 7 2023 (Vice Chair)	$0	$0	$0
Meredith Johnson (Chair)	$0	$0	$0
Matthew Martin (First Vice Chair)	$0	$0	$0
Adam Blitz (Foundation Chair)	$0	$0	$0
Miklos Ringbauer (Vice Chair)	$0	$0	$0
David Neighbors (Vice Chair)	$0	$0	$0
Jillian Phan (Secretary/Treasurer)	$0	$0	$0
John Schultz Through 12 2023 (Vice Chair)	$0	$0	$0
Mei Li Huang (Appointed Member)	$0	$0	$0
Adam Blaylock Eff 7 2023 (Appointed Member)	$0	$0	$0
Marjorie Mc Pike Eff 7 2023 (Council Representative To The Board)	$0	$0	$0
Charlie Osaki Eff 7 2023 (Council Representative To The Board)	$0	$0	$0
Erin Roche (Council Representative To The Board)	$0	$0	$0
Dalton Sweaney (Council Representative To The Board)	$0	$0	$0
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990

Filed on March 11, 2025

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Fiscal Year Ending April
2023

Revenue

$11,852,377

Expenses

$14,094,916

Net Income

-$2,242,539

Net Assets

$20,925,305

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$579,869	4.9%
Program Services	$10,573,648	89.2%
Investment Income	$198,932	1.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$134,203
Sales of Assets	-$14,998
Net Inventory Sales	$0
Other Revenue	$649,677	5.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$746,635	5.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,723,773	33.5%

Assets/Debt
Total Assets	$31,429,231
Total Liabilities	$10,503,926
Net Assets	$20,925,305

Compensation

Key Employees and Officers	Compensation	Related	Other
Matthew Koontz (Vice President Of Marketing And Communications)	$269,292	$0	$21,201
Denise De Luc Froemming (President & Chief Executive Officer)	$245,030	$245,030	$22,316
Jill Pitchenik (Vice President Of Strategic Business Operations And De&I)	$222,415	$0	$17,678
Jason Fox (Vice President Of Government Relations)	$221,007	$0	$22,136
Natalie Quan (Vice President & Chief Financial Officer)	$130,159	$130,159	$18,076
Emil Redzic (Vice President Of Information Technology)	$118,037	$118,037	$16,561
Jason Curry (Salesforce Architect)	$102,109	$102,109	$22,576
Denise Bethel (Senior Director, Business Development & Partnerships)	$91,705	$91,705	$8,191
Jolene Fraser Through 7 28 22 (Past Chair)	$0	$0	$0
Tayiika Dennis (Chair)	$0	$0	$0
Christie Simons (Past Chair (Immediate))	$0	$0	$0
Meredith Johnson (First Vice Chair)	$0	$0	$0
Matthew Martin Effective 7 28 22 (Secretary/Treasurer)	$0	$0	$0
Scott Hoppe Through 7 28 22 (Education Foundation President)	$0	$0	$0
Adam Blitz Effective 7 28 22 (Foundation Chair)	$0	$0	$0
Mike Ray Through 7 28 22 (Vice Chair)	$0	$0	$0
Miklos Ringbauer (Vice Chair)	$0	$0	$0
David Neighbors (Vice Chair)	$0	$0	$0
Jillian Phan (Vice Chair)	$0	$0	$0
Maya Ivanova Through 7 28 22 (Appointed Member)	$0	$0	$0
John Schultz (Appointed Member)	$0	$0	$0
Mei Li Huang Effective 7 28 22 (Appointed Member)	$0	$0	$0
Panteha Dixon Effective 7 28 22 (Appointed Member)	$0	$0	$0
Peter Brown Through 7 28 22 (Council Members At Large)	$0	$0	$0
Richard Giedlin (Council Representative To The Board)	$0	$0	$0
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990

Filed on March 14, 2024

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Fiscal Year Ending April
2022

Revenue

$12,527,694

Expenses

$12,404,438

Net Income

$123,256

Net Assets

$23,325,160

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$579,681	4.6%
Program Services	$11,146,113	89.0%
Investment Income	$322,105	2.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$2,350	0.0%
Net Fundraising	-$65,963
Sales of Assets	-$14,315
Net Inventory Sales	$0
Other Revenue	$555,759	4.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$797,804	6.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,452,136	35.9%

Assets/Debt
Total Assets	$29,020,623
Total Liabilities	$5,695,463
Net Assets	$23,325,160

Compensation

Key Employees and Officers	Compensation	Related	Other
Matthew Koontz (Vice President Of Marketing And Communications)	$253,347	$0	$20,148
Jill Pitchenik (Div. Director, Membership & Strategic Programming)	$215,103	$0	$16,728
Jason Fox (Vp Of Government Relations)	$209,924	$0	$21,605
Vinit Shrawagi (Associate Director Of Peer Review)	$172,889	$0	$12,291
Anthony Pugliese Through 4 5 2021 (Past President & Chief Executive Officer)	$156,485	$156,485	$18,804
Natalie Quan (Vice President & Chief Financial Officer)	$134,276	$134,276	$16,684
Rich Simithian (Interim President & Chief Executive Officer Through10.18.21)	$129,353	$129,353	$0
Emil Redzic (Vice President Of Information Technology)	$120,864	$120,864	$15,204
Richard Lacey (Sales Manager)	$100,944	$100,944	$17,885
Denise Bethel (Director Of Revenue Growth)	$84,713	$84,713	$7,708
Denise De Luc Froemming Eff 10 18 (President & Chief Executive Officer)	$43,825	$43,825	$2,922
Chrislynn Freed Through 6 30 21 (Education Foundation President)	$0	$0	$0
David Neighbors (Vice Chair)	$0	$0	$0
Miklos Ringbauer (Vice Chair)	$0	$0	$0
Erin Roche (Council Member At Large)	$0	$0	$0
Peter Brown (Council Members At Large)	$0	$0	$0
Maya Ivanova (Appointed Member)	$0	$0	$0
Scott Hoppe Eff 6 30 2021 (Education Foundation President)	$0	$0	$0
Mike Ray Eff 6 30 2021 (Vice Chair)	$0	$0	$0
John Schultz Eff 6 30 2021 (Vice Chair)	$0	$0	$0
Richard Giedlin Eff 6 30 2021 (Vice Chair)	$0	$0	$0
John Misuraca Eff 6 30 2021 (Vice Chair)	$0	$0	$0
Jillian Phan (Council Member At Large)	$0	$0	$0
Christie Simons (Chair)	$0	$0	$0
Tayiika Dennis (First Vice Chair)	$0	$0	$0
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990

Filed on Oct. 12, 2023

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Fiscal Year Ending April
2021

Revenue

$13,544,885

Expenses

$10,767,091

Net Income

$2,777,794

Net Assets

$23,883,060

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,209,515	8.9%
Program Services	$11,186,101	82.6%
Investment Income	$172,330	1.3%
Bond Proceeds	$0
Royalties	$51,415	0.4%
Rental Property Income	$262,933	1.9%
Net Fundraising	$13,939	0.1%
Sales of Assets	-$105,520
Net Inventory Sales	$0
Other Revenue	$754,172	5.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$786,264	7.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,662,342	34.0%

Assets/Debt
Total Assets	$29,880,424
Total Liabilities	$5,997,364
Net Assets	$23,883,060

Compensation

Key Employees and Officers	Compensation	Related	Other
Anthony Pugliese (President & Chief Executive Officer)	$310,004	$310,004	$16,839
Matthew Koontz (Vice President Of Marketing And Communications)	$250,000	$0	$14,922
Jill Gorman (Vice President Of Membership And Strategic Programming)	$191,458	$0	$9,175
Jason Fox (Vice President Of Government Relations)	$191,167	$0	$17,859
Natalie Quan (Vice President & Chief Financial Officer)	$114,104	$114,104	$12,897
Emil Redzic (Vice President Of Information Technology)	$103,958	$103,958	$16,148
Mayank Saxena (Director, Business Transformation)	$83,740	$83,740	$4,195
Todd E Rankin (Controller)	$81,292	$81,292	$6,703
Chrislynn Freed (Education Foundation President Eff 6 30 2020)	$0	$0	$0
Joseph Forlenza (Ed Fdn President Through 6 30 2020)	$0	$0	$0
Tayiika Dennis (Treasurer Secretary)	$0	$0	$0
Jolene Fraser (Chair)	$0	$0	$0
Robert Reynolds (Past Chair)	$0	$0	$0
Christie Simons (First Vice Chair)	$0	$0	$0
Meredith Johnson (Vice Chair)	$0	$0	$0
Jillian Phan (Council Member At Large)	$0	$0	$0
David Neighbors (Vice Chair Eff 6 30 2020)	$0	$0	$0
Miklos Ringbauer (Vice Chair Eff 6 30 2020)	$0	$0	$0
Matthew Martin (Vice Chair Through 6 30 2020)	$0	$0	$0
Eriin Roche (Council Member At Large Eff 6 30 2020)	$0	$0	$0
Charles Burak (Council Member At Large Through 6 30 2020)	$0	$0	$0
Peter Brown (Council Members At Large Effective 6 30 2020)	$0	$0	$0
Fernando Sucre (Appointed Member Through 6 30 2020)	$0	$0	$0
Maya Ivanova (Appointed Member Eff 6 30 2020)	$0	$0	$0
Rich Simithian (Interim Ceo)	$0	$0	$0

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990

Filed on March 10, 2022

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Fiscal Year Ending April
2020

Revenue

$13,565,550

Expenses

$14,410,632

Net Income

-$845,082

Net Assets

$19,761,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$607,318	4.5%
Program Services	$11,778,317	86.8%
Investment Income	$215,400	1.6%
Bond Proceeds	$0
Royalties	$20,517	0.2%
Rental Property Income	$248,383	1.8%
Net Fundraising	$36,848	0.3%
Sales of Assets	-$103,452
Net Inventory Sales	$0
Other Revenue	$761,182	5.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$919,067	6.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,664,706	32.4%

Assets/Debt
Total Assets	$28,328,460
Total Liabilities	$8,566,887
Net Assets	$19,761,573

Compensation

Key Employees and Officers	Compensation	Related	Other
John Angelo (Executive Director)	$259,263	$45,752	$24,530
Matthew Koontz (Vice President Of Marketing And Communications)	$226,151	$0	$47,362
Jason Fox (Vice President Of Government Relations)	$174,878	$0	$19,819
Anthony Pugliese (President & Chief Executive Officer)	$164,475	$164,475	$28,405
Jill Gorman (Vice President Of Membership And Strategic Programming)	$160,208	$0	$16,011
Lisa Brown (Senior Manager Business Analytics)	$155,249	$0	$39,924
Simon Sheynkman (Senior Web Developer)	$143,300	$0	$6,620
Natalie Quan (Vice President & Chief Financial Officer)	$103,021	$103,021	$21,462
Emil Redzic (Vice President Of Information Technology)	$93,125	$93,125	$28,489
Lewis Sharpstone (Past Chair)	$0	$0	$0
Robert Reynolds (Chair)	$0	$0	$0
Jolene Fraser (First Vice Chair)	$0	$0	$0
Laura Ross (Treasurer)	$0	$0	$0
Mike A Ray (Vice Chair)	$0	$0	$0
Matthew Martin (Vice Chair Eff 06 30 2019)	$0	$0	$0
Meredith Johnson (Vice Chair Eff 06 30 2019)	$0	$0	$0
Lynda Boman (Vice Chair Through 06 30 2019)	$0	$0	$0
Joseph Forlenza (Education Foundation President Eff 06 30 2019)	$0	$0	$0
Eileen M Pastenieks (Ed Fdn President Through 06 30 2019)	$0	$0	$0
Tayiika Dennis (Appointed Member Through 06 30 2019)	$0	$0	$0
Christie Simons (Appointed Member)	$0	$0	$0
Somya Chauhan (Appointed Member Eff 06 30 19)	$0	$0	$0
Fernando Sucre (Appointed Member Eff 06 30 2019)	$0	$0	$0
Derrick Debruyne (Council Member At Large Through 06 30 2019)	$0	$0	$0
Grace S Clark (Council Members At Large)	$0	$0	$0
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990

Filed on March 11, 2021

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Fiscal Year Ending April
2019

Revenue

$14,077,887

Expenses

$13,914,583

Net Income

$163,304

Net Assets

$20,913,728

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$349,249	2.5%
Program Services	$12,416,168	88.2%
Investment Income	$219,179	1.6%
Bond Proceeds	$0
Royalties	$2,597	0.0%
Rental Property Income	$151,273	1.1%
Net Fundraising	$6,606	0.0%
Sales of Assets	$160,731	1.1%
Net Inventory Sales	$0
Other Revenue	$765,053	5.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$836,763	6.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,179,895	30.0%

Assets/Debt
Total Assets	$29,923,015
Total Liabilities	$9,009,287
Net Assets	$20,913,728

Compensation

Key Employees and Officers	Compensation	Related	Other
Loretta Doon (Ceo)	$312,762	$312,762	$26,316
John Angelo (Executive Director)	$210,898	$27,702	$35,608
Emil Redzic (Senior Manager Of It)	$188,260	$0	$17,275
Andrea Cope (Deo)	$170,125	$170,125	$29,130
Jason Fox (Dir. Director Government Relations)	$167,544	$0	$20,980
Matthew Koontz (Division Dir. Membership, Marketing, Communcations)	$149,969	$73,865	$35,704
Arthur Chin (Div Dir, Fdn And It)	$135,347	$135,347	$57,234
Natalie Quan (Cfo)	$100,964	$100,964	$13,898
Anna Dilig (Controller)	$89,106	$89,106	$14,414
Audrey Ching (Sr. Dr. Business & Professional Development)	$81,794	$81,794	$20,532
Kathryn Johnson (Past Chair)	$0	$0	$0
Lewis Sharpstone (Chair)	$0	$0	$0
Robert Reynolds (First Vice Chair)	$0	$0	$0
Jolene Fraser (Treasurer)	$0	$0	$0
Eileen M Pastenieks (Ed Fdn President Eff 6 30 18)	$0	$0	$0
Mike A Ray (Vice Chair Eff 6 30 18)	$0	$0	$0
Matthew Martin (Vice Chair)	$0	$0	$0
Okorie Ramsey (Fdn Vice President Through 6 30 18)	$0	$0	$0
Lynda Boman (Vice Chair)	$0	$0	$0
Christie Simons (Appointed Member Eff 6 30 18)	$0	$0	$0
Charlotte Wall (Appointed Member Eff 6 30 18)	$0	$0	$0
Ashley Casey (Council Representative Through 6 30 18)	$0	$0	$0
Lynette Atchley (Council Representative Through 6 30 18)	$0	$0	$0
Grace S Clark (Council Members At Large Eff 6 30 18)	$0	$0	$0
Preston L Osbourn Ii (Council Members At Large Eff 6 30 18)	$0	$0	$0
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990

Filed on March 11, 2020

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Fiscal Year Ending April
2018

Revenue

$13,920,068

Expenses

$14,886,079

Net Income

-$966,011

Net Assets

$21,095,912

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$341,331	2.5%
Program Services	$12,273,256	88.2%
Investment Income	$273,433	2.0%
Bond Proceeds	$0
Royalties	$27,464	0.2%
Rental Property Income	$103,545	0.7%
Net Fundraising	$30,181	0.2%
Sales of Assets	$93,542	0.7%
Net Inventory Sales	$0
Other Revenue	$773,778	5.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$748,476	5.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,456,935	29.9%

Assets/Debt
Total Assets	$29,740,614
Total Liabilities	$8,644,702
Net Assets	$21,095,912

Compensation

Key Employees and Officers	Compensation	Related	Other
Loretta Doon (Ceo)	$323,091	$323,091	$32,646
John Angelo (Div Dir, Strategic Relations & Exec Dir, Institute)	$206,304	$36,406	$39,077
Linda Mccrone (Dir, Technical Svcs & Peer Review)	$177,222	$0	$41,928
Lisa Mctaggart (Dir, Governance & Property Mgmt)	$172,119	$0	$8,091
Jason Fox (Division Dir, Government Relations)	$163,424	$0	$10,220
Matthew Koontz (Division Dir, Membership Mktg & Comm)	$146,757	$72,283	$40,160
Arthur Chin (Division Dir, Education Foundation)	$128,185	$128,185	$56,776
Anna Dilig (Controller/Acting Cfo (Thru 5/22/17))	$105,253	$105,253	$16,732
Audrey Ching (Sr. Dir Business & Professional Development)	$78,435	$78,435	$20,650
Natalie Quan (Cfo (Eff 5/22/17))	$58,448	$58,448	$6,398
Kathryn Johnson (Chair)	$0	$0	$0
Andrew Mintzer (Past Chair)	$0	$0	$0
Lewis Sharpstone (First Vice Chair)	$0	$0	$0
Lynda Boman (Vice Chair (Eff 6/30/17))	$0	$0	$0
Matthew Martin (Vice Chair (Eff 6/30/17))	$0	$0	$0
John Lacey (Vice Chair)	$0	$0	$0
Jolene Fraser (Vice Chair)	$0	$0	$0
Amintas Major (Vice Chair (Thru 6/30/17))	$0	$0	$0
Danhira Millan (Vice Chair (Thru 6/30/17))	$0	$0	$0
Robert Reynolds (Treasurer)	$0	$0	$0
Okorie Ramsey (Ed Fdn President)	$0	$0	$0
Charles Osaki (Ed Fdn President (Thru 6/30/17))	$0	$0	$0
Charlotte Wall (Appointed Member)	$0	$0	$0
Ashley Casey (Council Rep)	$0	$0	$0
Lynette Atchley (Council Rep)	$0	$0	$0
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990

Filed on March 15, 2019

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Fiscal Year Ending April
2017

Revenue

$13,782,482

Expenses

$13,321,541

Net Income

$460,941

Net Assets

$22,105,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$524,946	3.8%
Program Services	$11,791,672	85.6%
Investment Income	$482,082	3.5%
Bond Proceeds	$0
Royalties	$16,661	0.1%
Rental Property Income	$30,683	0.2%
Net Fundraising	$36,208	0.3%
Sales of Assets	$83,953	0.6%
Net Inventory Sales	$0
Other Revenue	$804,212	5.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$713,138	5.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,582,418	34.4%

Assets/Debt
Total Assets	$33,271,921
Total Liabilities	$11,166,816
Net Assets	$22,105,105

Compensation

Key Employees and Officers	Compensation	Related	Other
Loretta Doon (Ceo)	$317,839	$317,223	$34,754
Barbara Petrov (Director Of Advertising)	$199,873	$0	$12,904
John Angelo (Div Dir, Strategic Relations, Exec Dir, Inst)	$198,064	$34,953	$26,928
Moe Asgharnia (Director, Information Technology)	$193,170	$0	$25,459
Linda Mccrone (Dir, Technical Svcs & Peer Review)	$171,125	$0	$23,851
Jason Fox (Division Dir, Government Relations)	$152,623	$0	$24,360
Matthew Koontz (Div Dir, Membership Mktg And Comm)	$137,303	$67,627	$38,198
Arthur Chin (Div Dir, Ed Fdn Ops, Support & Devel)	$115,287	$115,287	$38,886
Julie Schilling (Cfo (Term Ended 10/3/16))	$102,058	$102,058	$362
Anna Dilig (Controller/Acting Cfo (Eff 10/3/16))	$98,212	$98,212	$14,128
Andrew Mintzer (Chair)	$0	$0	$0
Kathryn Johnson (First Vice Chair)	$0	$0	$0
Lewis Sharpstone (Treasurer)	$0	$0	$0
Amintas Major (Vice Chair)	$0	$0	$0
Danhira Millan (Vice Chair (Eff 6/23/16))	$0	$0	$0
John Lacey (Vice Chair)	$0	$0	$0
Jolene Fraser (Vice Chair (Eff 6/23/16))	$0	$0	$0
Laura Ross (Vice Chair (Term Ended 6/23/16))	$0	$0	$0
Norman Wong (Vice Chair (Term Ended 6/23/16))	$0	$0	$0
Jennifer Ziegler (Past Chair)	$0	$0	$0
Timothy Good (Past Chair (Term Ended 6/23/16))	$0	$0	$0
Charles Osaki (Ed Fdn Pres (Eff 6/23/16))	$0	$0	$0
Gregory Burke (Ed Fdn Pres (Term Ended 6/23/16))	$0	$0	$0
Robert Reynolds (Appointed Member)	$0	$0	$0
Charlotte Wall (Appointed Member (Eff 6/23/16))	$0	$0	$0
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990

Filed on March 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending April
2016

Revenue

$13,893,785

Expenses

$14,111,404

Net Income

-$217,619

Net Assets

$21,116,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$274,715	2.0%
Program Services	$12,383,856	89.1%
Investment Income	$591,340	4.3%
Bond Proceeds	$0
Royalties	$614	0.0%
Rental Property Income	$56,006	0.4%
Net Fundraising	$21,790	0.2%
Sales of Assets	-$235,836
Net Inventory Sales	$0
Other Revenue	$794,211	5.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$987,345	7.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,422,888	31.3%

Assets/Debt
Total Assets	$35,049,176
Total Liabilities	$13,932,910
Net Assets	$21,116,266

Compensation

Key Employees and Officers	Compensation	Related	Other
Bruce Allen (Div Dir Of Gov Relations (Thru 10/31/15))	$446,009	$0	$38,905
Loretta Doon (Ceo)	$312,811	$310,905	$37,130
John Angelo (Div Dir Of Strategic Relations)	$194,931	$34,400	$26,101
Moe Asgharnia (Director Of Information Systems)	$191,458	$0	$13,609
Barbara Petrov (Director Of Advertising)	$191,036	$0	$12,955
Linda Mccrone (Dir Of Technical Svcs & Peer Review)	$168,861	$0	$25,006
Matthew Koontz (Div Dir, Membership Marketing & Comm)	$131,737	$64,886	$35,930
Arthur Chin (Div Dir Of Ed Fdn Ops, Support & Dev)	$116,215	$116,215	$36,530
Anna Dilig (Controller)	$87,266	$87,266	$12,514
Julie Schilling (Cfo Eff 8/1/15)	$52,226	$52,226	$478
Jennifer Ziegler (Chair)	$0	$0	$0
Andrew Mintzer (First Vice Chair)	$0	$0	$0
Kathryn Johnson (Secretary/Treasurer)	$0	$0	$0
Amintas Major (Vice Chair)	$0	$0	$0
Lewis Sharpstone (Vice Chair)	$0	$0	$0
Laura Ross (Vice Chair)	$0	$0	$0
Norman Wong (Vice Chair)	$0	$0	$0
Jamshed Gandi (Vice Chair (Term Ended 6/26/15))	$0	$0	$0
Timothy Good (Past Chair)	$0	$0	$0
Richard Simitian (Past Chair (Term Ended 6/26/15))	$0	$0	$0
Peter Iannone (Ed Fdn Pres (Term Ended 6/26/15))	$0	$0	$0
Gregory Burke (Ed Fdn President (Eff 6/26/15))	$0	$0	$0
Robert Reynolds (Appointed Member (Eff 6/26/15))	$0	$0	$0
Cory Stigile (Appointed Member)	$0	$0	$0
Perry Forschino (Council Representative (Eff 6/26/15))	$0	$0	$0
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990

Filed on Sept. 13, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

PDF (2 of 2)

Fiscal Year Ending April
2015

Revenue

$15,370,024

Expenses

$13,812,705

Net Income

$1,557,319

Net Assets

$22,121,940

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$367,920	2.4%
Program Services	$12,388,742	80.6%
Investment Income	$778,733	5.1%
Bond Proceeds	$0
Royalties	$21,808	0.1%
Rental Property Income	$57,515	0.4%
Net Fundraising	-$55,002
Sales of Assets	$978,382	6.4%
Net Inventory Sales	$0
Other Revenue	$822,594	5.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,216,261	8.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,137,244	30.0%

Assets/Debt
Total Assets	$33,621,864
Total Liabilities	$11,499,924
Net Assets	$22,121,940

Compensation

Key Employees and Officers	Compensation	Related	Other
Bruce Allen (Div Dir Of Government Relations)	$336,861	$0	$39,403
Loretta Doon (Ceo)	$318,767	$318,056	$37,042
John Angelo (Div Dir Of Strategic Relations)	$190,419	$33,603	$24,462
Matthew Koontz (Div Dir Membership Marketing & Comm)	$178,420	$0	$29,920
Mohammad Asgharnia (Director Of Information Systems)	$174,104	$0	$12,354
Linda Mccrone (Dir Tech Svcs And Peer Review)	$164,226	$0	$23,248
Barbara Petrov (Director Of Advertising)	$139,670	$0	$11,163
Maria Nazario (Dir Strategic Relations(thru 2/12/15))	$129,006	$0	$19,943
Anna Dilig (Cfo)	$82,056	$82,056	$11,926
Arthur Chin (Div Dir Of Ed Fdn Ops, Support & Developmen)	$49,016	$147,047	$30,359
Timothy Good (Chair)	$0	$0	$0
Jennifer Ziegler (First Vice Chair)	$0	$0	$0
Andrew Mintzer (Treasurer)	$0	$0	$0
Richard Simitian (Past Chair)	$0	$0	$0
Jamshed Gandi (Vice Chair)	$0	$0	$0
Kathryn Johnson (Vice Chair)	$0	$0	$0
Laura Ross (Vice Chair)	$0	$0	$0
Norman Wong (Vice Chair)	$0	$0	$0
Peter Iannone (Education Foundation President)	$0	$0	$0
Lewis Sharpstone (Appointed Member)	$0	$0	$0
Cory Stigile (Appointed Member)	$0	$0	$0
Chrislynn Freed (Council Representative)	$0	$0	$0
Amintas Major (Council Representative)	$0	$0	$0
Maryellen Sebold (Council Representative)	$0	$0	$0
John Lacey (Council Representative)	$0	$0	$0
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990

Filed on March 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending April
2014

Revenue

$13,900,050

Expenses

$12,600,998

Net Income

$1,299,052

Net Assets

$21,742,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$386,357	2.8%
Program Services	$11,995,651	86.3%
Investment Income	$658,220	4.7%
Bond Proceeds	$0
Royalties	$9,871	0.1%
Rental Property Income	$135	0.0%
Net Fundraising	-$223
Sales of Assets	-$3,968
Net Inventory Sales	$0
Other Revenue	$847,920	6.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$964,573	7.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,006,169	31.8%

Assets/Debt
Total Assets	$32,778,547
Total Liabilities	$11,036,267
Net Assets	$21,742,280

Compensation

Key Employees and Officers	Compensation	Related	Other
Bruce Allen (Div Dir Of Gov Relations)	$331,563	$0	$34,857
Loretta Doon (Ceo)	$306,224	$305,700	$35,694
John Angelo (Div Dir Of Strategic Relations)	$184,100	$32,488	$23,842
Matthew Koontz (Div Dir Membership Marketing & Comm)	$167,624	$0	$11,749
Linda Mccrone (Dir Tech Svcs And Peer Review)	$164,175	$0	$33,658
Mohammad Asgharnia (Dir Of Information Systems)	$158,992	$0	$8,468
Barbara Petrov (Dir Of Advertising)	$127,398	$0	$9,858
Maria Nazario (Dir Strategic Relations)	$123,684	$0	$12,891
Anna Dilig (Cfo)	$78,201	$78,201	$11,112
Maria Yarmolinksy (Cfo (Thru 5/7/2013))	$40,650	$40,651	$4,705
Arthur Chin (Div Dir Of Edu Fdn Ops,Support & Dev)	$34,688	$104,062	$11,651
Richard Simitian (Chair)	$0	$0	$0
Timothy Good (First Vice Chair)	$0	$0	$0
Jennifer Ziegler (Treasurer)	$0	$0	$0
Johanna Sweaney Salt (Past Chair)	$0	$0	$0
Ariel Cretu (Vice Chair)	$0	$0	$0
Andrew Mintzer (Vice Chair)	$0	$0	$0
Jamshed Gandi (Vice Chair)	$0	$0	$0
Kathryn Johnson (Vice Chair)	$0	$0	$0
Barbara Rosenbaum (Education Foundation President)	$0	$0	$0
Carol Suruki (Appointed Member)	$0	$0	$0
Lewis Sharpstone (Appointed Member)	$0	$0	$0
Perry Forschino (Council Representative)	$0	$0	$0
Daniel O'hare (Council Representative)	$0	$0	$0
Chrislynn Freed (Council Representative)	$0	$0	$0
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990

Filed on Feb. 23, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending April
2013

Revenue

$15,183,832

Expenses

$13,097,426

Net Income

$2,086,406

Net Assets

$20,123,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$292,665	1.9%
Program Services	$12,645,486	83.3%
Investment Income	$614,416	4.0%
Bond Proceeds	$0
Royalties	$24,270	0.2%
Rental Property Income	$0
Net Fundraising	$39,309	0.3%
Sales of Assets	$730,004	4.8%
Net Inventory Sales	$0
Other Revenue	$829,581	5.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$851,081	6.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,205,595	32.1%

Assets/Debt
Total Assets	$31,171,545
Total Liabilities	$11,048,498
Net Assets	$20,123,047

990

Filed on April 3, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending April
2012

Revenue

$14,603,885

Expenses

$12,947,745

Net Income

$1,656,140

Net Assets

$17,788,757

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$313,618	2.1%
Program Services	$12,529,464	85.8%
Investment Income	$681,136	4.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$79,272	0.5%
Sales of Assets	$161,373	1.1%
Net Inventory Sales	$0
Other Revenue	$839,022	5.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$848,133	6.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,278,167	33.0%

Assets/Debt
Total Assets	$28,731,340
Total Liabilities	$10,942,583
Net Assets	$17,788,757

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

California Society Of Certified Public Accountants

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $13.4M (2024)

Expenses $12.9M (2024)

Total Assets $28.7M (2024)

Total Liabilities $7.24M (2024)

Tax Filings by Year

Fiscal Year Ending April 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending April 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending April 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending April 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending April 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending April 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$13.4M (2024)

Expenses

$12.9M (2024)

Total Assets

$28.7M (2024)

Total Liabilities

$7.24M (2024)

Fiscal Year Ending April
2024

Fiscal Year Ending April
2023

Fiscal Year Ending April
2022

Fiscal Year Ending April
2021

Fiscal Year Ending April
2020

Fiscal Year Ending April
2019

Fiscal Year Ending April
2018

Fiscal Year Ending April
2017

Fiscal Year Ending April
2016

Fiscal Year Ending April
2015

Fiscal Year Ending April
2014

Fiscal Year Ending April
2013

Fiscal Year Ending April
2012

Fiscal Year Ending April
2011

Fiscal Year Ending April
2010

Fiscal Year Ending April
2009

Fiscal Year Ending April
2008

Fiscal Year Ending April
2007

Fiscal Year Ending April
2006

Fiscal Year Ending April
2005