EDUCATIONAL FOUNDATION OF MSCPA'S (EIN 046139571) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

ZACHARY DONAH

Phone

6175564000

Tax Period

2024-05-01 to 2025-04-30

EDUCATIONAL FOUNDATION OF MSCPA'S, founded in 1965, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year.

Mission

THE EDUCATIONAL FOUNDATION OF THE MSCPA SUPPORTS THE CONTINUING PROFESSIONAL EDUCATION OF MEMBERS OF THE MSCPA, AS WELL AS NON-MEMBERS, BY PROVIDING SEMINARS, CONFERENCES, AND OTHER OFFERINGS WHICH ASSIST IN FULFILLING THE CERTIFICATION REQUIREMENTS REGARDING EDUCATION FOR CPA'S. IN ADDITION, THE FOUNDATION PROVIDES SCHOLARSHIPS, GRANTS, AND OTHER AWARDS TO RECOGNIZE AND ENCOURAGE STUDENTS WHO ARE ACTIVELY PURSUING A CAREER IN ACCOUNTING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $247,367

Program Service Revenue $2,215,258

Investment Income $17,674

Other Revenue $-2,480

TOTAL REVENUE $2,477,819

Expense Breakdown

Grants Paid $183,500

Salaries & Benefits $0

Fundraising Expenses $43,157

Program Expenses $2,309,706

Other Expenses $2,460,398

TOTAL EXPENSES $2,643,898

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,477,819	$2,614,154	-0.1%
Expenses	$2,643,898	$2,601,985	+0.0%
Net Income	$-166,079	$12,169	-14.6%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$294,329

Total Directors

$294,329

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT S MILLER	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
ZACHARY M DONAH	TREASURER/SECRETARY	2.00	Officer Director	$0	$33,658	$294,329
JAMES CHRISTENSON	DIRECTOR	0.50	Director	$0	$0	$0
MARQUIS D COOPER	DIRECTOR	0.50	Director	$0	$0	$0
SHANIKWA D DAVIS	DIRECTOR	0.50	Director	$0	$0	$0
SOPHIA R ELTON	DIRECTOR	0.50	Director	$0	$0	$0
GABRIEL FERNANDEZ	DIRECTOR	0.50	Director	$0	$0	$0
SANTIAGO A FERNANDEZ-SUAREZ	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM D MAHONEY	DIRECTOR	0.50	Director	$0	$0	$0
JOHN M MICALIZZI	DIRECTOR	0.50	Director	$0	$0	$0
AMY K PHELAN	DIRECTOR	0.50	Director	$0	$0	$0
AMY A PITTER	DIRECTOR	0.00		$0	$0	$146,676
MARY-JOAN P POTVIN	DIRECTOR	0.50	Director	$0	$0	$0
MELISSA J SAWYER	DIRECTOR	0.50	Director	$0	$0	$0
KERRY A STAKEM	DIRECTOR	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,477,819	$2,643,898	$1,251,817	$-166,079
2024	$2,614,154	$2,601,985	$1,584,488	$12,169
2023	$2,334,844	$2,091,467	$1,503,211	$243,377
2022	$2,006,323	$1,587,416	$1,277,822	$418,907
2021	$1,452,303	$1,297,497	$804,960	$154,806
2020	$2,046,558	$1,965,862	$658,592	$80,696
2019	$2,145,015	$2,005,835	$741,445	$139,180
2018	$1,950,011	$1,943,262	$572,330	$6,749

EDUCATIONAL FOUNDATION OF MSCPA'S