CPA SOCIETY EXECUTIVES ASSOCIATION (EIN 200629203) - 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

1994

Legal Domicile

Principal Officer

CRISTA BURSON

Phone

5044641040

Tax Period

2024-10-01 to 2025-09-30

CPA SOCIETY EXECUTIVES ASSOCIATION, founded in 1994, is a small nonprofit in the Mutual Benefit sector that reported $246K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $139K, a strong 57% operating margin.

Mission

MEMBERS TO ACHIEVE EXCELLENCE IN THE LEADERSHIP AND MANAGEMENT OF THEIR ORGANIZATIONS, PROVIDE RESOURCES, A FORUM FOR NETWORKING AND COMMUNICATION.

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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 $180,000

Program Service Revenue $66,200

Investment Income $0

Other Revenue $0

TOTAL REVENUE $246,200

Expense Breakdown

Grants Paid $30,578

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $107,057

Other Expenses $76,479

TOTAL EXPENSES $107,057

Year-over-Year Comparison

	2024	2023	Change
Revenue	$246,200	$203,420	+0.2%
Expenses	$107,057	$222,950	-0.5%
Net Income	$139,143	$-19,530	-8.1%

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

N/A

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
JEANNINE BIRMINGHAM	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
JODI ANN RAY	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALICIA GELINAS	DIRECTOR	1.00	Director	$0	$0	$0
OLIVER YANDLE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
ALLEN LLOYD	DIRECTOR	1.00	Director	$0	$0	$0
CRISTA BURSON	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
SHELLY WEIR	DIRECTOR	1.00	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	$246,200	$107,057	$622,145	$139,143
2024	$203,420	$222,950	$483,002	$-19,530
2023	$238,135	$17,447	$502,532	$220,688

CPA SOCIETY EXECUTIVES ASSOCIATION