Connecticut Society of CPAs Accounting Scholarship Foundation (EIN 066042593) - 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

1952

Legal Domicile

Principal Officer

Bonnie Stewart

Phone

8602584800

Tax Period

2023-04-01 to 2024-03-31

Connecticut Society of CPAs Accounting Scholarship Foundation, founded in 1952, is a micro nonprofit that reported $57K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Net assets of $1.0M represent 216 months of operating reserves.

Mission

See Part III.

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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 (2023)

Revenue Breakdown

Contributions & Grants $26,361

Program Service Revenue $0

Investment Income $35,864

Other Revenue $-5,335

TOTAL REVENUE $56,890

Expense Breakdown

Grants Paid $50,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,678

Other Expenses $6,536

TOTAL EXPENSES $57,036

Year-over-Year Comparison

	2023	2022	Change
Revenue	$56,890	$64,984	-0.1%
Expenses	$57,036	$49,503	+0.2%
Net Income	$-146	$15,481	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ralph Anderson	Chair	1.00	Officer Director	$0	$0	$0
Brad M Oatley	Trustee	1.00	Director	$0	$0	$0
Caitlin Nero	Trustee	1.00	Director	$0	$0	$0
Lany Pfeifer	Trustee	1.00	Director	$0	$0	$0
Michael Cefole	Trustee	1.00	Director	$0	$0	$0
Michael Delaney	Trustee	1.00	Director	$0	$0	$0
Stefan Prins	Trustee	1.00	Director	$0	$0	$0
Bonnie Stewart	Executive Director	1.00	Officer	$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	No data	No data	No data	No data
2024	$56,890	$57,036	$1,025,754	$-146
2023	$64,984	$49,503	$973,078	$15,481
2022	$79,845	$42,174	$1,024,462	$37,671
2021	$37,480	$33,428	$1,015,699	$4,052
2020	$86,751	$83,645	$811,015	$3,106
2019	$131,736	$108,913	$870,406	$22,823

Connecticut Society of CPAs Accounting Scholarship Foundation