BUXMONT CHAPTER PA SOCIETY OF PUBLIC ACCOUNTANTS (EIN 232795064) - 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

1995

Legal Domicile

Principal Officer

DONNA WILDER

Phone

2153435533

Tax Period

2024-07-01 to 2025-06-30

BUXMONT CHAPTER PA SOCIETY OF PUBLIC ACCOUNTANTS, founded in 1995, is a small nonprofit that reported $163K in total revenue in fiscal year 2024.

Mission

THE BUXMONT CHAPTER OF PSTAP ENCOMPASS CPAS, PUBLIC ACCTS, ENROLLED AGENTS AND TAX PRACTITIONERS. IT OFFERS PROGRAMS DESIGNED TO MEET THE NEEDS OF THE INDEPENDENT PRACTITIONER. IT IS DEDICATED TO ENCOURAGE HIGH STANDARDS OF TECHNICAL PROFICIENCY

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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 $0

Program Service Revenue $149,225

Investment Income $13,731

Other Revenue $0

TOTAL REVENUE $162,956

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $144,021

Other Expenses $167,716

TOTAL EXPENSES $167,716

Year-over-Year Comparison

	2024	2023	Change
Revenue	$162,956	$164,877	0.0%
Expenses	$167,716	$174,723	0.0%
Net Income	$-4,760	$-9,846	-0.5%

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
GEORGE D BANCROFT JRCPA	PRESIDENT	4.00	Officer	$0	$0	$0
KATHLEEN C BARRY CPA	1ST VICE PRES	4.00	Officer	$0	$0	$0
DAVID LAROSA CPA	2ND VICE PRES	4.00	Officer	$0	$0	$0
TONI J SEVERNS	SECRETARY	4.00	Officer	$0	$0	$0
DONNA M WILDER CPA	TREASURER	8.00	Officer	$0	$0	$0
MICHAEL A AGIN CPA	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD BRASCH CPA	DIRECTOR	2.00	Director	$0	$0	$0
JEFFREY COHEN EA	DIRECTOR	2.00	Director	$0	$0	$0
FRANK CORSO CPA	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL J DAVIS CPA	DIRECTOR	2.00	Director	$0	$0	$0
DENNIS MARKOWITZ PA EA	DIRECTOR	2.00	Director	$0	$0	$0
TAMATHA POLICHETTI CPA	DIRECTOR	2.00	Director	$0	$0	$0
CLARE SHAW CPA	DIRECTOR	2.00	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	$162,956	$167,716	$299,143	$-4,760
2024	$164,877	$174,723	$302,958	$-9,846
2023	$161,914	$152,331	$305,005	$9,583
2022	$142,100	$131,403	$293,547	$10,697
2021	$113,161	$65,288	$291,655	$47,873
2020	$249,421	$245,398	$244,312	$4,023
2019	$309,425	$261,784	$233,038	$47,641

BUXMONT CHAPTER PA SOCIETY OF PUBLIC ACCOUNTANTS