Civic Intelligence

Calcpa Institute

990 • Fiscal year 2013 • EIN 20-0978565

May 01, 2012 to Apr 30, 2013 • Filed on Mar 14, 2014

Organization Profilewww.calcpa.org/get-involved/calcpa-institute
1800 Gateway Drive No 20094404
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

41st percentile

0.06x

Higher debt load relative to assets than 41% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$3,075,100

Up $367,063 (+14%) from 2012

Net Assets

Up

$2,880,057

Up $378,937 (+15%) from 2012

Liabilities

Down

$195,043

Down $11,874 (-5.7%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$581,020

Down $14,953 (-2.5%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,708,037Liabilities 2012: $206,917Net Assets 2012: $2,501,1202012Assets 2013: $3,075,100Liabilities 2013: $195,043Net Assets 2013: $2,880,0572013Assets 2014: $3,214,258Liabilities 2014: $327,245Net Assets 2014: $2,887,0132014Assets 2015: $3,094,374Liabilities 2015: $249,104Net Assets 2015: $2,845,2702015Assets 2016: $2,841,817Liabilities 2016: $97,492Net Assets 2016: $2,744,3252016Assets 2017: $2,866,630Liabilities 2017: $374,502Net Assets 2017: $2,492,1282017Assets 2018: $2,788,863Liabilities 2018: $383,323Net Assets 2018: $2,405,5402018Assets 2019: $3,005,650Liabilities 2019: $728,890Net Assets 2019: $2,276,7602019Assets 2020: $2,866,431Liabilities 2020: $703,427Net Assets 2020: $2,163,0042020Assets 2021: $3,309,397Liabilities 2021: $369,563Net Assets 2021: $2,939,8342021Assets 2022: $3,111,213Liabilities 2022: $279,310Net Assets 2022: $2,831,9032022Assets 2023: $3,041,053Liabilities 2023: $953,598Net Assets 2023: $2,087,4552023

Highlighted filing

2013

Assets$3,075,100
Liabilities$195,043
Net Assets$2,880,057
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2012: $766,609Expenses 2012: $595,973Net Income 2012: $170,6362012Expenses 2013: $581,0202013Revenue 2014: $659,492Expenses 2014: $777,498Net Income 2014: -$118,0062014Revenue 2015: $870,410Expenses 2015: $879,583Net Income 2015: -$9,1732015Revenue 2016: $694,906Expenses 2016: $744,983Net Income 2016: -$50,0772016Revenue 2017: $473,805Expenses 2017: $941,789Net Income 2017: -$467,9842017Revenue 2018: $794,778Expenses 2018: $937,341Net Income 2018: -$142,5632018Revenue 2019: $937,170Expenses 2019: $960,665Net Income 2019: -$23,4952019Revenue 2020: $591,341Expenses 2020: $547,540Net Income 2020: $43,8012020Revenue 2021: $494,319Expenses 2021: $350,410Net Income 2021: $143,9092021Revenue 2022: $680,300Expenses 2022: $467,402Net Income 2022: $212,8982022Revenue 2023: $508,860Expenses 2023: $1,180,490Net Income 2023: -$671,6302023

Highlighted filing

2013

Revenue-
Expenses$581,020
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2012 to Apr 30, 2013
Signed
Mar 14, 2014
Return Version
2012v2.1
Gross Receipts
$1,696,938
Mission and Program Overview

Mission

To inspire diverse and talented individuals to become CPAs and empower them to stay in the profession.

Filing and Contact Details

Filer

EIN
20-0978565
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IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients0156
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0SCHOLARSHIP GRANTS
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: VARIOUS CHAPTERS HAVE DIFFERENT ELIGIBILITY CRITERIA. HOWEVER, MOST SCHOLARSHIP APPLICATION REQUIREMENTS ARE THE SAME. APPLICANTS MUST BE ENROLLED IN AN ACCOUNTING PROGRAM OR BUSINESS PROGRAM WITH EMPHASIS IN ACCOUNTING, DISCLOSE THEIR CUMULATIVE GPA, SUBMIT OFFICIAL TRANSCRIPTS FROM ALL COLLEGES OR UNIVERSITIES ATTENDED, AND SUBMIT AT LEAST ONE LETTER OF RECOMMENDATION FROM A PROFESSOR OR INSTRUCTOR.
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation1PART III, COLUMN (A): (A) TYPE OF GRANT OR ASSISTANCE: SCHOLARSHIPS TO STUDENTS WITHIN CALIFORNIA WHO ARE PURSUING ACCOUNTING AS A CAREER AND ARE INTERESTED IN BECOMING A CPA. THE BENEFITS TYPICALLY RANGE FROM $250 TO $5,000 AND ARE CASH AWARDS. CALCPA INSTITUTE REQUIRES THAT INDIVIDUALS COMPLETE AN APPLICATION FOR THE SCHOLARSHIP, AND AWARDS ARE GRANTED TO THE STUDENTS WHO SHOW THE MOST PROMISE IN PURSUING ACCOUNTING AS A CAREER. THE AWARDS ARE NOT BASED ON FINANCIAL NEED. THE AWARD DECISION IS BASED UPON THE STUDENT'S GRADES, WORK EXPERIENCE, OUTSIDE ACTIVITIES AND OTHER FACTORS.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine101 GRAND AVENUE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine11MPAA210
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine126500 SOQUEL DRIVE
IRS990ScheduleI/RecipientTable/AddressUS/City0SAN LUIS OBISPO
IRS990ScheduleI/RecipientTable/AddressUS/City1IRVINE
IRS990ScheduleI/RecipientTable/AddressUS/City2APTOS
IRS990ScheduleI/RecipientTable/AddressUS/State0CA
IRS990ScheduleI/RecipientTable/AddressUS/State1CA
IRS990ScheduleI/RecipientTable/AddressUS/State2CA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode093407
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode192697
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode295003
IRS990ScheduleI/RecipientTable/AmountOfCashGrant06000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant110000
IRS990ScheduleI/RecipientTable/AmountOfCashGrant25831
IRS990ScheduleI/RecipientTable/EINOfRecipient0204927897
IRS990ScheduleI/RecipientTable/EINOfRecipient1952540117
IRS990ScheduleI/RecipientTable/EINOfRecipient2946121953
IRS990ScheduleI/RecipientTable/IRCSection0115
IRS990ScheduleI/RecipientTable/IRCSection1115
IRS990ScheduleI/RecipientTable/IRCSection2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0SCHOLARSHIP GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrant1SCHOLARSHIP GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrant2SCHOLARSHIP GRANT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10CAL POLY ORFALEA COLLEGE OF BUSINESS
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11UC IRVINE

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,075,100
Liabilities
$195,043
Net assets
$2,880,057
Revenue
-
Expenses
$581,020
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.04$0.95$2.09$0.51$1.18$0.67
2022Summary only. Only limited summary data is available for this year.$3.11$0.28$2.83$0.68$0.47$0.21
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.37$2.94$0.49$0.35$0.14
2020Summary only. Only limited summary data is available for this year.$2.87$0.70$2.16$0.59$0.55$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.73$2.28$0.94$0.96$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.38$2.41$0.79$0.94$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.37$2.49$0.47$0.94$0.47
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.10$2.74$0.69$0.74$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.09$0.25$2.85$0.87$0.88$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.21$0.33$2.89$0.66$0.78$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.20$2.88$0.58
2012Summary only. Only limited summary data is available for this year.$2.71$0.21$2.50$0.77$0.60$0.17