WISCONSIN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS INC (EIN 237108098) - 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

1970

Legal Domicile

Principal Officer

TAMMY HOFSTEDE

Phone

2627850445

Tax Period

2024-05-01 to 2025-04-30

WISCONSIN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS INC, founded in 1970, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2024.

Mission

THE WICPA SERVES THE DIVERSE NEEDS OF OUR MEMBERS; ENHANCES PROFESSIONAL COMPETENCY; PROMOTES THE VALUE OF MEMBERS AND THE PROFESSION; ADVOCATES ON BEHALF OF THE PROFESSION; AND BUILDS COMMUNITY AMONG MEMBERS.

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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 $1,585,118

Program Service Revenue $716,215

Investment Income $166,488

Other Revenue $101,639

TOTAL REVENUE $2,569,460

Expense Breakdown

Grants Paid $0

Salaries & Benefits $985,925

Fundraising Expenses $0

Program Expenses $1,643,600

Other Expenses $1,581,366

TOTAL EXPENSES $2,567,291

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,569,460	$2,663,034	0.0%
Expenses	$2,567,291	$2,597,610	0.0%
Net Income	$2,169	$65,424	-1.0%

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

333

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

$322,451

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN HANSON	CHAIR	1.00	Officer Director	$0	$0	$0
STACY STINSON	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
LUCIEN BEAUDRY	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MATTHEW SCHAEFER	PAST CHAIR	1.00	Director	$0	$0	$0
CHRIS CHOLKA	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA GATZKE	DIRECTOR	1.00	Director	$0	$0	$0
RUTH KALLIO-MIELKE	DIRECTOR-AICPA COUNCIL	1.00	Director	$0	$0	$0
NEIL KELLER	DIRECTOR-AICPA COUNCIL	1.00	Director	$0	$0	$0
TORI MORROW	DIRECTOR	1.00	Director	$0	$0	$0
DONNA SCAFFIDI	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DONAHUE	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY HOFSTEDE	PRESIDENT-CEO	50.00	Officer	$289,896	$32,555	$322,451

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	$2,569,460	$2,567,291	$5,901,401	$2,169
2024	$2,663,034	$2,597,610	$6,272,257	$65,424
2023	$2,377,874	$2,678,553	$6,036,530	$-300,679
2022	$2,649,810	$2,314,687	$3,468,196	$335,123
2021	$2,420,380	$1,916,180	$3,370,714	$504,200
2020	$2,734,615	$2,488,868	$2,516,289	$245,747
2019	$2,782,730	$2,820,395	$2,559,130	$-37,665

WISCONSIN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS INC