VERMONT SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (EIN 237384215) - 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

1933

Legal Domicile

Principal Officer

MATTHEW CLEARE

Phone

8022294939

Tax Period

2023-05-01 to 2024-04-30

VERMONT SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, founded in 1933, is a small nonprofit that reported $214K in total revenue in fiscal year 2023.

Mission

THE MISSION OF THE ORGANIZATION IS TO PROMOTE, PROTECT, AND REPRESENT THE INTERESTS OF ITS MEMBERS AND THE PROFESSION WHILE FOSTERING THE HIGHEST ETHICAL STANDARDS.

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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 $0

Program Service Revenue $213,971

Investment Income $34

Other Revenue $0

TOTAL REVENUE $214,005

Expense Breakdown

Grants Paid $0

Salaries & Benefits $119,643

Fundraising Expenses $0

Program Expenses $209,207

Other Expenses $89,564

TOTAL EXPENSES $209,207

Year-over-Year Comparison

	2023	2022	Change
Revenue	$214,005	$208,546	+0.0%
Expenses	$209,207	$214,791	0.0%
Net Income	$4,798	$-6,245	-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

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

$137,718

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW CLEARE CPA	CHAIR	1.00	Officer Director	$0	$0	$0
KEVIN MARKOWSKI	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
RYAN BLACK-DEEGAN	DIRECTOR	1.00	Director	$0	$0	$0
MARK DAYVIE	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA GUINNESS CPA	SECRETARY	1.00	Officer Director	$0	$0	$0
TIMOTHY KEEFE CPA	TREASURER	1.00	Officer Director	$0	$0	$0
DEBORAH L RILEY	EXT DIRECTOR/CEO (THROUGH JAN. 2024)	40.00	Officer	$133,852	$3,866	$137,718

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
2024	$214,005	$209,207	$150,467	$4,798
2023	$208,546	$214,791	$154,461	$-6,245
2022	$251,277	$211,123	$155,939	$40,154
2021	$229,754	$203,963	$143,228	$25,791
2020	$300,635	$282,042	$117,974	$18,593
2019	$299,210	$277,735	$188,038	$21,475

VERMONT SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS