California Certified Public Accountants Foundation

Organization Overview

California Certified Public Accountants Foundation is located in Burlingame, CA. The organization was established in 1966. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, under the broad grouping of Community Improvement & Capacity Building and related organizations. As of 04/2021, California Certified Public Accountants Foundation employed 36 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. California Certified Public Accountants Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 04/2021, California Certified Public Accountants Foundation generated $9.4m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (2.6%) each year. All expenses for the organization totaled $8.4m during the year ending 04/2021. As we would expect to see with falling revenues, expenses have declined by (6.1%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

DELIVER QUALITY EDUCATION AND ADVANCE THE ACCOUNTING PROFESSION

Describe the Organization's Program Activity:

Part 3 - Line 4a

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 2020-2021, THE FOUNDATION HELD MORE THAN 600 COURSES AND CONFERENCES IN LIVE AND WEBCASTS WITH OVER 51,000 ATTENDEES AND SOLD MORE THAN 200 SELF-STUDY PRODUCTS.


Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.

Outside Vendors & Contractors

Vendor Name (Service)Compensation
K2 Enterprises
Instructor
$210,129
Phoenix Beach Llc
Instructor
$191,570
Annette Nellen Esq
Instructor
$187,465
Grmc
Instructor
$147,410
Troy K Lewis
Instructor
$116,050
View All Vendors

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $535,650
All other contributions, gifts, grants, and similar amounts not included above$187,912
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$723,562
Total Program Service Revenue$8,635,083
Investment income $342,233
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales -$264,410
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $9,436,468

Grants Recieved

Over the last fiscal year, we have identified 1 grants that California Certified Public Accountants Foundation has recieved totaling $10,000.

Awarding OrganizationAmount
California Society Of Certified Public Accountants

Burlingame, CA

PURPOSE: GENERAL SUPPORT

$10,000
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$75,262
Grants$358
Ending Balance$74,904

Create an account to unlock the data you need.

or