FORT WORTH CHAPTER TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (EIN 237329251) - 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

1993

Legal Domicile

Principal Officer

JENNIFER DAVIS

Phone

9726878500

Tax Period

2024-06-01 to 2025-05-31

FORT WORTH CHAPTER TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, founded in 1993, is a small nonprofit that reported $246K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $284K exceeded revenue, resulting in a 15% operating deficit.

Mission

ADVANCE THE PROFESSION OF PUBLIC ACCOUNTANCY.

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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 $226,932

Investment Income $16,657

Other Revenue $2,460

TOTAL REVENUE $246,049

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $284,140

TOTAL EXPENSES $284,140

Year-over-Year Comparison

	2024	2023	Change
Revenue	$246,049	$278,608	-0.1%
Expenses	$284,140	$228,837	+0.2%
Net Income	$-38,091	$49,771	-1.8%

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

Employees

N/A

Volunteers

145

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW HALL	Vice President	0.50	Officer Director	$0	$0	$0
Cynthia Beavers	Director	0.25	Director	$0	$0	$0
DAPHNE ALEXANDER	Director	0.25	Director	$0	$0	$0
SANDRA BEMBENEK	Director	0.25	Director	$0	$0	$0
TRAM LE	Director	0.25	Director	$0	$0	$0
KIMBERLY KNOX-LEWIS	President-elect	0.50	Officer Director	$0	$0	$0
Lindsey Kennimer	Director	0.25	Director	$0	$0	$0
JOSHUA WILLSON	Vice President	0.50	Officer Director	$0	$0	$0
GARY TONNIGES JR	President	0.50	Officer Director	$0	$0	$0
STEPHANIE SHANER	Past-President	0.50	Officer Director	$0	$0	$0
KATELYN STRITTMATTER	Secretary	0.50	Officer Director	$0	$0	$0
Sara Caldwell	Director	0.25	Director	$0	$0	$0
ALLYSON BAUMEISTER	Director	0.25	Director	$0	$0	$0
THOMAS WYATT	Director	0.25	Director	$0	$0	$0
STEPHANIE BUDUHAN	Treasurer	0.50	Officer Director	$0	$0	$0
JEFF EATON	Director	0.25	Director	$0	$0	$0
Britton Pavlic	Director	0.25	Director	$0	$0	$0
BEN JOHNS	Director	0.25	Director	$0	$0	$0
Jeffrey Kurland	Director	0.25	Director	$0	$0	$0
JONATHAN CAMERON	Treasurer-elect	0.50	Officer Director	$0	$0	$0
CHRIS LUCAS	Vice President	0.50	Officer Director	$0	$0	$0
ASHLEY VOSS	Director	0.25	Director	$0	$0	$0
NORMAN ROBBINS III	Director	0.25	Director	$0	$0	$0
TATIANA MARKOV	Director	0.25	Director	$0	$0	$0
CHRISTINE BESSERT	Director	0.25	Director	$0	$0	$0
TIMOTHY PIKE	Director	0.25	Director	$0	$0	$0
RACHEL GLASSER	Director	0.25	Director	$0	$0	$0
MEGAN TERRELL	Director	0.25	Director	$0	$0	$0
LEI TESTA	Director	0.25	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	$246,049	$284,140	$715,045	$-38,091
2024	$278,608	$228,837	$760,396	$49,771
2023	$252,027	$201,966	$707,569	$50,061
2022	$472,928	$370,746	$674,277	$102,182
2021	$374,196	$339,248	$675,766	$34,948
2020	$502,824	$478,376	$518,035	$24,448
2019	$669,857	$658,893	$565,410	$10,964

FORT WORTH CHAPTER TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS