WYOMING SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (EIN 237206898) - 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

1953

Legal Domicile

Phone

3076347039

Tax Period

2024-05-01 to 2025-04-30

WYOMING SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, founded in 1953, is a small nonprofit that reported $307K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $274K left a modest 11% surplus.

Mission

TO PROMOTE THE DIFFUSION OF INFORMATION WITH RESPECT TO THE ACCOUNTING PROFESSION AND CONTINUE TO PROVIDE OPPORTUNITIES, RESOURCES, AND DEDICATED LEADERSHIP TO ENCOURAGE AND CHALLENGE OUR MEMBERS TO SUCCEED AS PROFESSIONALS WITH INTEGRITY AND OBJECTIVITY IN A DYNAMIC BUSINESS ENVIRONMENT.

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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 $125,708

Program Service Revenue $122,668

Investment Income $58,846

Other Revenue $0

TOTAL REVENUE $307,222

Expense Breakdown

Grants Paid $0

Salaries & Benefits $159,681

Fundraising Expenses $0

Program Expenses $177,285

Other Expenses $114,783

TOTAL EXPENSES $274,464

Year-over-Year Comparison

	2024	2023	Change
Revenue	$307,222	$250,588	+0.2%
Expenses	$274,464	$268,611	+0.0%
Net Income	$32,758	$-18,023	-2.8%

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

N/A

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

$118,202

Total Directors

$118,202

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RENEE BROWER	SECRETARY/EXEC DIRECTOR	1.00	Officer Director	$114,737	$3,465	$118,202
HEATHER HUSMAN	PAST PRESIDENT	0.00	Officer Director	$0	$0	$0
GINA HARVEY	PRESIDENT	0.00	Director	$0	$0	$0
SARAH SWEENEY	PRESIDENT-ELECT	0.00	Director	$0	$0	$0
ABBEY HAGERMAN	AICPA COUNCIL REP	0.00	Officer Director	$0	$0	$0
JENNIFER BELT	TRUSTEE	0.00	Director	$0	$0	$0
ERIN GRAHAM	TRUSTEE	0.00	Director	$0	$0	$0
PATRICK SUCHOR	TREASURER	0.00	Officer Director	$0	$0	$0
MITCH OLER	TRUSTEE	0.00	Director	$0	$0	$0
KATIE BERTOGOLIO	TRUSTEE	0.00	Director	$0	$0	$0
JAMES CHILDRESS	TRUSTEE	0.00	Director	$0	$0	$0
KENDALL GONZALES	TRUSTEE	0.00	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	$307,222	$274,464	$999,216	$32,758
2024	$228,325	$246,970	$788,834	$-18,645
2024	$250,588	$268,611	$917,213	$-18,023
2023	$228,325	$247,021	$807,485	$-18,696
2022	$324,637	$310,532	$817,374	$14,105
2021	$366,624	$261,714	$950,968	$104,910
2020	$364,742	$345,190	$686,119	$19,552
2019	$370,314	$366,245	$666,314	$4,069

WYOMING SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS