Civic Intelligence

Calcpa Institute

990 • Fiscal year 2020 • EIN 20-0978565

May 01, 2019 to Apr 30, 2020

Organization Profilewww.calcpa.org/get-involved/calcpa-institute
Sacramento, CA
Siviq Scores

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

Liabilities / Assets

66th percentile

0.25x

Higher debt load relative to assets than 66% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

1.19x

Higher debt load relative to revenue than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

54th percentile

7.4%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

15th percentile

-4.6%

Faster asset growth than 15% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-37%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$2,866,431

Down $139,219 (-4.6%) from 2019

Net Assets

Down

$2,163,004

Down $113,756 (-5.0%) from 2019

Liabilities

Down

$703,427

Down $25,463 (-3.5%) from 2019

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin54th percentile

Revenue

Down

$591,341

Down $345,829 (-37%) from 2019

Expenses

Down

$547,540

Down $413,125 (-43%) from 2019

Net Income

Up

$43,801

Up $67,296 (+286%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2020

Assets$2,866,431
Liabilities$703,427
Net Assets$2,163,004
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

2020

Revenue$591,341
Expenses$547,540
Net Income$43,801
Open 2020 Filing
Filing Detail Status

This 2020 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2025)
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Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Mission and Program Overview

Mission

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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$2,866,431
Liabilities
$703,427
Net assets
$2,163,004
Revenue
$591,341
Expenses
$547,540
Net income
$43,801
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits