EDUCATIONAL FOUNDATION OF THE MSCPA (EIN 237028488) - 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

1967

Legal Domicile

Principal Officer

AMANDA KOEHLER CPA

Phone

3149977966

Tax Period

2024-07-01 to 2025-06-30

EDUCATIONAL FOUNDATION OF THE MSCPA, founded in 1967, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $1.1M left a modest 13% surplus.

Mission

PROVIDE ACCOUNTING RELATED EDUCATIONAL OPPORTUNITIES.

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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 $291,012

Program Service Revenue $916,602

Investment Income $52,982

Other Revenue $15,610

TOTAL REVENUE $1,276,206

Expense Breakdown

Grants Paid $102,000

Salaries & Benefits $391,255

Fundraising Expenses $20,557

Program Expenses $985,946

Other Expenses $620,574

TOTAL EXPENSES $1,113,829

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,276,206	$1,353,098	-0.1%
Expenses	$1,113,829	$1,102,644	+0.0%
Net Income	$162,377	$250,454	-0.4%

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

100

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

$620,860

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY CHURCH PHD	CHAIR	1.00	Officer Director	$0	$0	$0
ADAM WARD CPA	SECRETARY	0.50	Officer Director	$0	$0	$0
JENNIFER VACHA CPA CGMA	TREASURER	0.50	Officer Director	$0	$0	$0
DAWN ANDERSON CPA	MEMBER	1.00	Director	$0	$0	$0
JEANNE DEE CPA	MEMBER	1.00	Director	$0	$0	$0
MATTHEW GLENDENING	MEMBER	1.00	Director	$0	$0	$0
NICKOLAS GRAFF CPA	MEMBER	1.00	Director	$0	$0	$0
ANNA HALLORAN CPA	MEMBER	1.00	Director	$0	$0	$0
JEREMIAH HATHORN CPA	MEMBER	1.00	Director	$0	$0	$0
KARA HERSHBERGER CPA CIA CISA CFE	MEMBER	1.00	Director	$0	$0	$0
STACEY KADEN CPA	MEMBER	1.00	Director	$0	$0	$0
SCOTT MCRUER CPA CGMA	MEMBER	1.00	Director	$0	$0	$0
JIM MINTERT CPA	MEMBER	1.00	Director	$0	$0	$0
DEBBIE PIKE CPA	MEMBER	1.00	Director	$0	$0	$0
TAMMIE SCHAEFER CPA PHD	MEMBER	1.00	Director	$0	$0	$0
KIM ULRICH CPA	MEMBER	1.00	Director	$0	$0	$0
AMANDA KOEHLER CPA	CHIEF FINANCIAL OFFICER	3.00	Officer	$12,165	$16,869	$175,569
JAMES O'HALLARON CAE	PRESIDENT AND CEO	3.00	Officer	$29,610	$29,219	$445,291
DENA HULL	VP GOVERNMENT AFFAIRS, FOUNDATION & COMMUNICATION	3.00	Highest	$13,062	$23,211	$203,352
DAN KOONTZ	VP MEMBER SERVICES	21.00	Highest	$84,977	$20,158	$182,810

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	$1,276,206	$1,113,829	$1,418,247	$162,377
2024	$1,353,098	$1,102,644	$1,194,782	$250,454
2023	$1,737,761	$1,239,834	$908,336	$497,927
2022	$1,392,196	$1,177,744	$355,307	$214,452
2021	$1,303,089	$1,231,022	$194,075	$72,067
2020	$1,428,731	$1,500,159	$256,065	$-71,428
2019	$1,557,941	$1,644,713	$181,846	$-86,772

EDUCATIONAL FOUNDATION OF THE MSCPA