PENNSYLVANIA SOCIETY OF PUBLIC ACC… - 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

1946

Legal Domicile

Principal Officer

BARBARA ANN SOLTYSIAK

Phone

8002703352

Tax Period

2024-07-01 to 2025-06-30

PENNSYLVANIA SOCIETY OF PUBLIC ACCOUNTANTS, founded in 1946, is a small nonprofit that reported $528K in total revenue in fiscal year 2024. Expenses of $510K left a modest 3% surplus.

Mission

THE PSTAP PROMOTES AND MAINTAINS HIGH PROFESSIONAL AND ETHICAL STANDARDS OF ACCOUNTANTS IN PUBLIC PRACTICE IN PENNSYLVANIA; DEVELOPS AND IMPROVES ACCOUNTANCY EDUCATION; AND PROTECTS THE INTERESTS OF THE PUBLIC AND MEMBERS OF THE PSTAP.

Program Service Accomplishments

Program 1

Expenses: $4,000 Revenue: $14,035

STATE SCHOLARSHIP PROGRAM: ANNUALLY, THE SOCIETY AWARDS TWO SCHOLARSHIPS TO PENNSYLVANIA RESIDENTS WHO DEMONSTRATE ACADEMIC EXCELLENCE. THE MEMBERSHIP MAKES VOLUNTARY CONTRIBUTIONS WITH THE PAYMENT OF THEIR DUES TO SUPPORT THIS PROGRAM. THE GOAL OF THIS PROGRAM IS TO ATTRACT THE BEST AND THE BRIGHTEST PENNSYLVANIA STUDENTS INTO THE ACCOUNTING PROFESSION, TO ENCOURAGE STUDENTS FROM DIVERSE FIELDS TO PURSUE AN ADVANCED EDUCATION IN ACCOUNTANCY, AND TO INCREASE AWARENESS ABOUT THE OPPORTUNITIES PROVIDED BY AN ACCOUNTING CAREER PATH.

Program 2

Expenses: $3,000 Revenue: $3,000

PAST PRESIDENT SCHOLARSHIP AWARD: ANNUALLY, THE SOCIETY AWARDS A SCHOLARSHIP TO A PENNSYLVANIA RESIDENT WHO DEMONSTRATES ACADEMIC EXCELLENCE. THE SCHOLARSHIP WAS ESTABLISHED BY THE BUXMONT CHAPTER TO RECOGNIZE THE PAST ACHIEVEMENTS OF ONE OF ITS MEMBERS WHO IS DECEASED, ROBERT T. ZALESKI. THERE IS NO DEDICATED FUNDING STREAM; THEREFORE, THIS PROGRAM IS REVIEWED ANNUALLY TO DETERMINE IF THE SCHOLARSHIP PROGRAM SHOULD BE AWARDED IN ANY GIVEN YEAR.

Program 3

Expenses: $309,069 Revenue: $511,184

EDUCATION PROGRAMS: THE SOCIETY PROVIDES CONTINUING EDUCATION SEMINARS FOR ITS MEMBERSHIP THROUGH WEBINARS AND SEMINARS AT VARIOUS LOCATIONS THROUGHOUT THE COMMONWEALTH OF PENNSYLVANIA. MEMBERS...

EDUCATION PROGRAMS: THE SOCIETY PROVIDES CONTINUING EDUCATION SEMINARS FOR ITS MEMBERSHIP THROUGH WEBINARS AND SEMINARS AT VARIOUS LOCATIONS THROUGHOUT THE COMMONWEALTH OF PENNSYLVANIA. MEMBERS INCREASE THEIR PROFESSIONAL KNOWLEDGE AND COMPETENCY IN THE MIDST OF RAPID REGULATORY CHANGES, EXPERIENCE REWARDING INTERACTION WITH FELLOW PROFESSIONALS IN A COLLABORATIVE ENVIRONMENT, AND DEVELOP LEADERSHIP SKILLS TO ENHANCE JOB PERFORMANCE AND CAREER PROSPECTS.

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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 $505,568

Investment Income $22,651

Other Revenue $0

TOTAL REVENUE $528,219

Expense Breakdown

Grants Paid $7,000

Salaries & Benefits $241,076

Fundraising Expenses $0

Program Expenses $316,069

Other Expenses $262,067

TOTAL EXPENSES $510,143

Year-over-Year Comparison

	2024	2023	Change
Revenue	$528,219	$513,501	+0.0%
Expenses	$510,143	$492,724	+0.0%
Net Income	$18,076	$20,777	-0.1%

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

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

$22,591

Total Directors

$39,408

Key Employees

$156,717

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA ANN SOLTYSIAK CPA	PRESIDENT	5.00	Officer Director	$0	$0	$0
ANDREW J PIERNOCK JR ATP	PRESIDENT ELECT	5.00	Officer Director	$0	$0	$0
MICHELLE A YOUNG EA	1ST VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JAMES F TICE EA	2ND VICE PRESIDENT	5.00	Officer Director	$15,441	$0	$15,441
LINDA R CHICANO CPA	TREASURER	15.00	Officer Director	$7,150	$0	$7,150
DAWN L DOUGLAS ATP	SECRETARY	5.00	Officer Director	$0	$0	$0
SHERRY L DEAGOSTINO	EXECUTIVE DIRECTOR	40.00	Key Emp Highest	$152,152	$4,565	$156,717
KATHLEEN BARRY CPA	DIRECTOR	0.50	Director	$0	$0	$0
ROBYN BAUDER EA	DIRECTOR	0.50	Director	$0	$0	$0
RANDY L BRANDT CPA	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD T BRASCH JR CPA	DIRECTOR	0.50	Director	$0	$0	$0
MAURICE R BRUBAKER EA ATP	DIRECTOR	0.50	Director	$0	$0	$0
PAUL J CANNATARO CPA MST	DIRECTOR	0.50	Director	$0	$0	$0
FRANCIS J CELLINI EA ABA ATA ATP	DIRECTOR	0.50	Director	$0	$0	$0
SHANNON CLEAVELAND CPA	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL CONTE CPA	DIRECTOR	0.50	Director	$0	$0	$0
BERNARD A DEVERSON CPA	DIRECTOR	0.50	Director	$0	$0	$0
AMISH DHANAK	DIRECTOR	0.50	Director	$0	$0	$0
PENNY ANN ERBE EA	DIRECTOR	0.50	Director	$0	$0	$0
JOYCE P HUTTMAN PA EA	DIRECTOR	0.50	Director	$0	$0	$0
MARVIN R HUTTMAN CPA CFP MST EA	DIRECTOR	0.50	Director	$0	$0	$0
TATIANA IVOYLOVA	DIRECTOR	0.50	Director	$0	$0	$0
RICK C KAUFFMAN EA	DIRECTOR	0.50	Director	$0	$0	$0
MARY LEW KEHM CPA	DIRECTOR	1.50	Director	$13,462	$0	$13,462
RICHARD B KELLY CPA	DIRECTOR	0.50	Director	$0	$0	$0
COLLEEN S KRCELICH CPA	DIRECTOR	0.50	Director	$0	$0	$0
DAVID LAROSA CPA CCIFP	DIRECTOR	0.50	Director	$0	$0	$0
W COTTON MATHER CPA	DIRECTOR	0.50	Director	$0	$0	$0
DAVID MARKLE CPA	DIRECTOR	0.50	Director	$0	$0	$0
BARRY L MEYER PA EA	DIRECTOR	0.50	Director	$0	$0	$0
H RICHARD NEIDERMYER CPA	DIRECTOR	0.50	Director	$0	$0	$0
JAMES J NEWHARD CPA	DIRECTOR	0.50	Director	$2,155	$0	$2,155
THOMAS E OSTROWSKI CPA	DIRECTOR	0.50	Director	$0	$0	$0
TRACY RADIC CPA	DIRECTOR	0.50	Director	$0	$0	$0
CLARE M SHAW CPA	DIRECTOR	0.50	Director	$0	$0	$0
MARYELLEN SHOOK CPA	DIRECTOR	0.50	Director	$0	$0	$0
JEANETTE S TRAMA EA ATP	DIRECTOR	0.50	Director	$1,200	$0	$1,200
NEIL C TRAMA PA	DIRECTOR	0.50	Director	$0	$0	$0
FRANCIS J WORDEN PA	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	$528,219	$510,143	$786,834	$18,076
2024	$513,501	$492,724	$751,570	$20,777
2023	$504,784	$513,365	$684,079	$-8,581
2022	$508,824	$517,272	$654,365	$-8,448
2021	$478,856	$410,755	$697,275	$68,101
2020	$482,823	$448,385	$604,030	$34,438
2019	$460,356	$458,426	$611,496	$1,930

PENNSYLVANIA SOCIETY OF PUBLIC ACCOUNTANTS