Calcpa Institute's network
20 people8 organisationsi20 people and 8 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (20). Violet dotted lines (16) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
20 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 15 voting members of its governing body on its latest Form 990 Part VI; we list 20 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Matthew Martin Chair | Chair | 2018 | 8 yrs |
| Meredith Johnson Chair | Past Chair (Immediate) | 2020 | 6 yrs |
| Tayiika Dennis Chair | Past Chair (Immediate) through 7-2024 | 2020 | 6 yrs |
| Adam Blaylock | Appointed Member | 2024 | 2 yrs |
| Amber Setter | Appointed Member (eff 7-2024) | 2025 | 1 yr |
| Andrea Cope | Foundation President (through 7-2024) | 2024 | 2 yrs |
| Charles Osaki | Council Representative | 2018 | 8 yrs |
| Dalton R Sweaney | Vice Chair (eff 7-2024) | 2024 | 2 yrs |
| David J Neighbors (also filed as David Neighbors) | Vice Chair (through 7-2024) | 2021 | 5 yrs |
| Erin Roche | Council Representative (through 7-2024) | 2018 | 8 yrs |
| Glenn Freed | Council Representative (eff 7-2024) | 2025 | 1 yr |
| Grace S Clark (also filed as Grace Clark) | Vice Chair | 2019 | 7 yrs |
| Jillian N Phan | First Vice Chair | 2019 | 7 yrs |
| Jonathan Bryson | Vice Chair | 2024 | 2 yrs |
| Julia Walther | Council Representative (eff 7-2024) | 2025 | 1 yr |
| Marjorie McPike | Council Representative | 2024 | 2 yrs |
| Mei-Li Huang | Appointed Member (through 7-2024) | 2023 | 3 yrs |
| Mike A Ray (also filed as Mike Ray) | Vice Chair (eff 7-2024) | 2019 | 7 yrs |
| Miklos Ringbauer | Secretary/Treasurer | 2021 | 5 yrs |
| Ruben Davila | Foundation President (eff 7-2024) | 2025 | 1 yr |
Officers and senior leadership
8 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Anthony Pugliese | President and CEO - through 04-03-2021 | since 2020 |
| Denise Froemming | President and CEO | since 2023 |
| Denise Froemming eff - 10-18-21 | President and CEO | 2022 |
| Heather Collins | Senior Director-De&I, Pipeline and Engagement | since 2023 |
| John Angelo | Executive Director - through 07-30-2019 | since 2018 |
| Natalie Quan | VP and CFO of Financial Strategy and Business Excellence | since 2023 |
| Richard Simitian | Interim CEO - eff 3/01/2021 | 2021 |
| Richard Simitian - Through 10-18-21 | Interim President and Chief Executive Officer | 2022 |
Pay and hours
year to 30 April 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Denise Froemming | President and CEO | 1 | $0 | $561k | $15k |
| Natalie Quan | VP and CFO of Financial Strategy and Business Excellence | 1 | $0 | $280k | $15k |
| Heather Collins | Senior Director-DE&I, Pipeline and Engagement | 40 | $0 | $189k | $11k |
| Tayiika Dennis | Past Chair (Immediate) through 7-2024 | 0.1 | $0 | ||
| Meredith Johnson | Past Chair (Immediate) | 0.1 | $0 | ||
| Matthew Martin | Chair | 0.1 | $0 | ||
| Jillian N Phan | First Vice Chair | 0.1 | $0 | ||
| Miklos Ringbauer | Secretary/Treasurer | 0.1 | $0 | ||
| Andrea Cope | Foundation President (through 7-2024) | 0.1 | $0 | ||
| Ruben Davila | Foundation President (eff 7-2024) | 0.1 | $0 | ||
| Grace Clark | Vice Chair | 0.1 | $0 | ||
| Jonathan Bryson | Vice Chair | 0.1 | $0 | ||
| Mike Ray | Vice Chair (eff 7-2024) | 0.1 | $0 | ||
| Dalton R Sweaney | Vice Chair (eff 7-2024) | 0.1 | $0 | ||
| David J Neighbors | Vice Chair (through 7-2024) | 0.1 | $0 | ||
| Mei-Li Huang | Appointed Member (through 7-2024) | 0.1 | $0 | ||
| Adam Blaylock | Appointed Member | 0.1 | $0 | ||
| Amber Setter | Appointed Member (eff 7-2024) | 0.1 | $0 | ||
| Erin Roche | Council Representative (through 7-2024) | 0.1 | $0 | ||
| Marjorie McPike | Council Representative | 0.1 | $0 | ||
| Charles Osaki | Council Representative | 0.1 | $0 | ||
| Glenn Freed | Council Representative (eff 7-2024) | 0.1 | $0 | ||
| Julia Walther | Council Representative (eff 7-2024) | 0.1 | $0 |
About
- Legal name
- Calcpa Institute
- EIN
- 200978565
- Address
- 500 Capitol Mall Ste 1760, Sacramento, CA, 95814-4796
- State
- California
- Mission
- To inspire diverse and talented individuals to become CPAs and empower them to stay in the profession. (as filed on the Form 990)
- Activity (NTEE)
- B60 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 6 (IRS master file code)
- Formed
- 2004
- Principal officer
- Natalie Quan (as named on the Form 990)
- IRS ruling date
- 1 September 2004
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedAdvance the profession of accountancy in CACalifornia Society of Certified Public AccountantsRelatedProviding continuing education to CPAs and financial professionalsCalifornia CPA Education Foundation
Longest observed on the filings
≥8years on the filingsMatthew Martin
≥8years on the filingsCharles Osaki
≥8years on the filingsErin Roche
≥7years on the filingsGrace S Clark
Latest return
year to 30 April 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 April 2025. US dollars, as filed.- Total assets
- $3.5m
- Total liabilities
- $2.8m
- Net assets or fund balances
- $700k
- Contributions and grants received
- $357k
- Program service revenue
- $15k
- Grants and similar paid out
- $544k
- Employees
- 0
- Volunteers
- 128
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $398k | $1.1m | Deficit $697k |
As filed on the IRS Form 990. US dollars.
Grants paid
2 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| California State University Fresno Foundation | Scholarship Grant | $10k |
| Allan Hancock College Foundation | Scholarship Grant | $8k |