DALLAS CHAPTER OF THE TEXAS SOCIETY OF CPAS CONTINUING EDUCATION (EIN 237398300) - 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

1974

Legal Domicile

Principal Officer

RORI SHAW

Phone

9729608311

Tax Period

2024-06-01 to 2025-05-31

DALLAS CHAPTER OF THE TEXAS SOCIETY OF CPAS CONTINUING EDUCATION, founded in 1974, is a small nonprofit that reported $253K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Net assets of $823K represent 39 months of operating reserves.

Mission

THE PURPOSE OF THE CHAPTER IS TO ELEVATE THE STANDARD OF PROFICIENCY, INTEGRITY AND CHARACTER OF THE PROFESSION; TO CULTIVATE PROFESSIONAL COOPERATION AND SOCIAL INTERACTION AMONG MEMBERS AND PROMOTE COOPERATION WITHIN TXCPA AND OTHER CPA ORGANIZATIONS FOR THE ADVANCEMENT OF 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 $2,650

Program Service Revenue $231,008

Investment Income $19,061

Other Revenue $0

TOTAL REVENUE $252,719

Expense Breakdown

Grants Paid $21,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $226,390

Other Expenses $252,805

TOTAL EXPENSES $274,305

Year-over-Year Comparison

	2024	2023	Change
Revenue	$252,719	$306,105	-0.2%
Expenses	$274,305	$298,644	-0.1%
Net Income	$-21,586	$7,461	-3.9%

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

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
ROBERT GOUDGE	Imm Past Tres	0.25	Officer Director	$0	$0	$0
MAX DUPLANT	Imm Past Pres	0.25	Director	$0	$0	$0
DONOVAN MILLER	President	0.50	Officer Director	$0	$0	$0
AARON BORDEN	Treasurer	0.50	Officer Director	$0	$0	$0
ANGELA BANKS	Director	0.25	Director	$0	$0	$0
TAYLOR CANTON	Director	0.25	Director	$0	$0	$0
Austin Waugh	Director	0.25	Director	$0	$0	$0
FAVOR LEE	Director	0.25	Director	$0	$0	$0
ISREAL MILLER	President-elect	0.50	Officer Director	$0	$0	$0
KYLE WAKELAND	Director	0.25	Director	$0	$0	$0
Kyle Ratliff	Director	0.25	Director	$0	$0	$0
Chris Hes	Treasurer-elect	0.25	Officer Director	$0	$0	$0
RORI SHAW	Executive Dir.	5.00	Officer	$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	$252,719	$274,305	$897,411	$-21,586
2024	$306,105	$298,644	$839,624	$7,461
2023	$37,305	$53,938	$860,579	$-16,633
2022	$297,942	$365,802	$756,181	$-67,860
2021	$142,404	$98,868	$943,617	$43,536
2020	$112,821	$80,929	$812,371	$31,892
2019	$322,118	$359,157	$650,191	$-37,039

DALLAS CHAPTER OF THE TEXAS SOCIETY OF CPAS CONTINUING EDUCATION