NORTH DAKOTA CPA SOCIETY (EIN 237188243) - 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

1971

Legal Domicile

Principal Officer

SHERRE SATTLER

Phone

7017757111

Tax Period

2023-03-01 to 2024-02-29

NORTH DAKOTA CPA SOCIETY, founded in 1971, is a small nonprofit that reported $681K in total revenue in fiscal year 2023.

Mission

TO DEVELOP AND MAINTAIN ITSELF AS AN ORGANIZATION WHICH MEETS THE NEEDS OF ALL MEMBERS AND THE ACCOUNTING PROFESSION

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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 (2023)

Revenue Breakdown

Contributions & Grants $230,206

Program Service Revenue $376,304

Investment Income $51,585

Other Revenue $22,498

TOTAL REVENUE $680,593

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $259,288

Fundraising Expenses $0

Other Expenses $411,077

TOTAL EXPENSES $680,365

Year-over-Year Comparison

	2023	2022	Change
Revenue	$680,593	$635,427	+0.1%
Expenses	$680,365	$676,998	+0.0%
Net Income	$228	$-41,571	-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

N/A

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

$104,498

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRITTANY DUNN	PRESIDENT	2.00	Officer Director	$0	$0	$0
RANDY HELLER	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
EMILY KLYM	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT DOSCH	PAST PRESIDENT	1.00	Officer	$0	$0	$0
AMANDA GESSNER	DIRECTOR	1.00	Director	$0	$0	$0
SHELDON KAUK	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW LABERNIK	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI LEE	DIRECTOR	1.00	Director	$0	$0	$0
JUAN MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN STORSTAD	DIRECTOR	1.00	Director	$0	$0	$0
TABITHA TALKINGTON	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY ULMER	DIRECTOR	1.00	Director	$0	$0	$0
SHERRE SATTLER	EXECUTIVE DIRECTOR	40.00	Officer	$91,464	$13,034	$104,498

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	No data	No data	No data	No data
2024	$680,593	$680,365	$1,101,293	$228
2023	$635,427	$676,998	$1,000,058	$-41,571
2022	$610,476	$557,451	$1,123,750	$53,025
2021	$243,444	$210,675	$1,087,534	$32,769
2020	$660,997	$472,560	$1,079,720	$188,437

NORTH DAKOTA CPA SOCIETY