SACRAMENTO, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)CALIFORNIA CERTIFIED PUBLIC ACCOUNTANTS EDU FDN, founded in 1966, is a community nonprofit in the Community Improvement sector that reported $7.4M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $9.1M exceeded revenue, resulting in a 23% operating deficit.
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
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...
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 2024-2025, THE FOUNDATION HELD MORE THAN 1,600 COURSES AND 22 CONFERENCES WITH OVER 47,000 ATTENDEES AND OFFERED MORE THAN 290 SELF-STUDY PRODUCTS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $7,403,777 | $8,452,694 | -0.1% |
| Expenses | $9,116,324 | $9,264,380 | 0.0% |
| Net Income | $-1,712,547 | $-811,686 | +1.1% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Denise Froemming | President & Chief Executive Officer | 20 |
Officer
|
$280,593 | $15,102 | $576,288 |
| Natalie Quan | Vice President & Chief Financial Officer | 20 |
Officer
|
$139,856 | $15,662 | $295,374 |
| Jennifer Weed | Vice President Learning, Competency and Knowledge Products | 28 |
Key Emp
|
$192,571 | $15,723 | $290,825 |
| Emil Redzic | Vice President of Information Technology | 20 |
Key Emp
|
$125,464 | $23,227 | $274,155 |
| Jill Pitchenik | Vice President, Strategic Business Operations and DE&I | 14 |
Highest
|
$84,364 | $13,437 | $254,477 |
| Todd Boyd | Senior Salesforce Developer | 20 |
Highest
|
$103,012 | $10,419 | $216,443 |
| Heather Collins | Senior Director, Partnerships | 40 |
Highest
|
$188,943 | $14,069 | $203,012 |
| Cheryl Callahan | Senior Director, Marketing and Communications | 20 |
Highest
|
$93,511 | $13,879 | $200,901 |
| Sarah Hogan | Senior Director, Learning Products | 40 |
Highest
|
$187,578 | $10,409 | $197,987 |
| Ruben A Davila | Chair | 1 |
Officer
Director
|
$0 | $0 | $0 |
| Scott Donnelly | First Vice Chair | 1 |
Officer
Director
|
$0 | $0 | $0 |
| Taryn Hoffman-Torres | Treasurer | 1 |
Officer
Director
|
$0 | $0 | $0 |
| Charlotte Wall | Vice Chair | 1 |
Officer
Director
|
$0 | $0 | $0 |
| Andrea Cope | Immediate Past Chair | 1 |
Director
|
$0 | $0 | $0 |
| Matthew Martin | CalCPA Chair | 1 |
Officer
Director
|
$0 | $0 | $0 |
| Heather Esposito | Trustee | 1 |
Director
|
$0 | $0 | $0 |
| John Ryan | Trustee | 1 |
Director
|
$0 | $0 | $0 |
| Kathy Johnson | Trustee | 1 |
Director
|
$0 | $0 | $0 |
| Carisa Wisniewski | Trustee | 1 |
Director
|
$0 | $0 | $0 |
| Alexander Barillas | Trustee | 1 |
Director
|
$0 | $0 | $0 |
| Jannies Burlingame | Trustee | 1 |
Director
|
$0 | $0 | $0 |
| Erin Daiber | Trustee | 1 |
Director
|
$0 | $0 | $0 |
| Megan Thompson | Trustee | 1 |
Director
|
$0 | $0 | $0 |
| Jennifer Benjamin - through 7-2024 | Trustee | 1 |
Director
|
$0 | $0 | $0 |
| Jason Shreve - through 7-2024 | Trustee | 1 |
Director
|
$0 | $0 | $0 |
| Adam Blitz - through 07-2024 | Immediate Past Chair | 1 |
Director
|
$0 | $0 | $0 |
| Keith Hamasaki - through 7-2024 | Trustee | 1 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $7,403,777 | $9,116,324 | $6,904,606 | $-1,712,547 |
| 2024 | $8,452,694 | $9,264,380 | $7,485,060 | $-811,686 |
| 2023 | $8,245,214 | $10,189,891 | $10,863,258 | $-1,944,677 |
| 2022 | $8,410,053 | $9,657,113 | $11,005,133 | $-1,247,060 |
| 2021 | $9,436,468 | $8,442,148 | $12,236,942 | $994,320 |
| 2020 | $10,171,349 | $10,637,221 | $10,297,973 | $-465,872 |
| 2019 | $9,329,558 | $10,490,050 | $12,572,124 | $-1,160,492 |
| 2018 | $10,560,666 | $10,580,342 | $11,816,091 | $-19,676 |
Compare CALIFORNIA CERTIFIED PUBLIC ACCOUNTANTS EDU FDN with other nonprofits in California and across the country.