AUMdb

Calcpa Institute

EIN 200978565 · 501(c)(3) · Public charity · Sacramento, CA · recognized 2004

Assets
$3.4M
Revenue
$398K
Expenses
$1.1M
Investment income
$74.2K

Form 990 fiscal year ended 04/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Denise Froemming President and ceo $512,153 $16,587
Natalie Quan Vp and cfo of financial strategy and business excellence $270,536 $14,586
Heather Collins Senior director-de&i, pipeline and engagement $191,159 $12,572
Tayiika Dennis Past chair (immediate) $0 $0
Meredith Johnson Chair $0 $0
Matthew Martin First vice chair $0 $0
Jillian N Phan Secretary/treasurer $0 $0
Andrea Cope Foundation president $0 $0
David J Neighbors Vice chair $0 $0
Grace Clark Vice chair (eff 7-2023) $0 $0
Miklos Ringbauer Vice chair $0 $0
Jonathan Bryson Vice chair (eff 7-2023) $0 $0
Charles Osaki Council representative (eff 7-2023) $0 $0
Dalton R Sweaney Council representative $0 $0
Erin Roche Council representative $0 $0
Marjorie Mc Pike Council representative (eff 7-2023) $0 $0
John Misuraca Council representative (through 7-2023) $0 $0
Richard Giedlin Council representative (through 7-2023) $0 $0
Mei Li Huang Appointed member $0 $0
Adam Blaylock Appointed member (eff 7-2023) $0 $0
John Schultz Appointmented member (through 12-2023) $0 $0
Panteha Dixon Appointed member (through 7-2023) $0 $0