PICPA FOUNDATION FOR EDUCATION AND… - Form 990 Financial Data

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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

1983

Legal Domicile

Principal Officer

JENNIFER CRYDER CPA MBA

Phone

2154969272

Tax Period

2024-05-01 to 2025-04-30

PICPA FOUNDATION FOR EDUCATION AND RESEARCH, founded in 1983, is a community nonprofit in the Community Improvement sector that reported $4.8M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

THE MISSION OF THE PICPA FOUNDATION FOR EDUCATION AND RESEARCH (THE FOUNDATION) IS TO PROVIDE A BROAD SPECTRUM OF HIGH-QUALITY EDUCATIONAL PROGRAMS TO ENHANCE THE LEVEL OF PROFESSIONAL COMPETENCE, INTEGRITY, AND OBJECTIVITY.

Program Service Accomplishments

Program 1

Expenses: $4,335,808 Revenue: $4,671,133

EACH YEAR, THE FOUNDATION HOLDS OVER 1,000 CONTINUING PROFESSIONAL EDUCATION PROGRAMS RELEVANT TO THE PRACTICE OF ACCOUNTING, TAXATION, AND OTHER AREAS REQUIRED FOR CPAS TO ENHANCE THEIR LEVEL OF...

EACH YEAR, THE FOUNDATION HOLDS OVER 1,000 CONTINUING PROFESSIONAL EDUCATION PROGRAMS RELEVANT TO THE PRACTICE OF ACCOUNTING, TAXATION, AND OTHER AREAS REQUIRED FOR CPAS TO ENHANCE THEIR LEVEL OF PROFESSIONAL COMPETENCE. PICPA FACILITATES COLLABORATION WITHIN DIVERSE SECTIONS OF MEMBERSHIP TO IDENTIFY, DEVELOP, AND PRESENT EDUCATIONAL PROGRAMS THAT ADDRESS MEMBERS IN EVERY STAGE OF THEIR PROFESSIONAL LIFE, AND EVERY AREA OF PRACTICE. PICPA'S DELIVERY MODEL FOR EDUCATION INCLUDES CLASSROOM SETTINGS, CONFERENCES, WEBINARS, SIMULCASTS, AND ON DEMAND COURSES. AS NEW TOPICS EMERGE THAT WILL AFFECT MEMBER'S PRACTICE OF ACCOUNTING THE FOUNDATION DEVELOPS EDUCATIONAL PRODUCTS DIRECTED TO THOSE TOPICS.THESE PROGRAMS ARE DESIGNED TO RESPOND QUICKLY TO CHANGES IN PROFESSIONAL AND TECHNICAL ISSUES, AND PROVIDE GUIDELINES AND TOOLS TO MANAGE THE PROFESSIONAL EDUCATION EXPERIENCE.

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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 $4,475

Program Service Revenue $4,671,133

Investment Income $15,788

Other Revenue $73,517

TOTAL REVENUE $4,764,913

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,937,385

Fundraising Expenses $49,269

Program Expenses $4,335,808

Other Expenses $2,989,668

TOTAL EXPENSES $4,927,053

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,764,913	$5,635,161	-0.2%
Expenses	$4,927,053	$7,645,412	-0.4%
Net Income	$-162,140	$-2,010,251	-0.9%

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

$757,854

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW MELINSON CPA	CHAIR	2.00	Officer Director	$0	$0	$0
SEAN MCVEY CPA	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
ASHLEY STAMPONE CPA	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
TIMOTHY MARTIN CPA	TREASURER	2.00	Officer Director	$0	$0	$0
DAVID STONESIFER CPA	PRESIDENT	2.00	Officer Director	$0	$0	$0
ELIZABETH KRISHER CPA	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
FRANCES AITKEN CPA	DIRECTOR	2.00	Director	$0	$0	$0
TARA BENDER CPA	DIRECTOR	2.00	Director	$0	$0	$0
SARA BRUTON CPA	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA EVANKO CPA	DIRECTOR	2.00	Director	$0	$0	$0
RAMAN MAHADEVAN CPA	DIRECTOR	2.00	Director	$0	$0	$0
IAN MCDOWELL CPA	DIRECTOR	2.00	Director	$0	$0	$0
ALEXANDER MILLER CPA	DIRECTOR	2.00	Director	$0	$0	$0
LISA MYERS CPA	DIRECTOR	2.00	Director	$0	$0	$0
BRADLEY PALMER CPA	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER CRYDER CPA MBA	CEO, SECRETARY	18.00	Officer	$0	$54,182	$462,535
KYLE BICKHART CPA	CFO - AS OF JUL 2024	4.00	Officer	$0	$0	$160,000
CORY NG CPA	CFO - LEFT JUL 2024	4.00	Officer	$0	$420	$135,319

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	$4,764,913	$4,927,053	$2,520,425	$-162,140
2024	$5,635,161	$7,645,412	$2,722,035	$-2,010,251
2023	$4,327,665	$5,912,382	$2,841,172	$-1,584,717
2022	$5,558,276	$6,113,374	$3,172,473	$-555,098
2021	$6,153,219	$4,547,480	$3,719,883	$1,605,739
2020	$4,817,703	$5,006,154	$563,007	$-188,451
2019	$4,188,544	$5,161,238	$613,897	$-972,694

PICPA FOUNDATION FOR EDUCATION AND RESEARCH