WASHINGTON CPA FOUNDATION (EIN 237447914) - 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

JANELLE M ANDERSON

Phone

4256444800

Tax Period

2024-06-01 to 2025-05-31

WASHINGTON CPA FOUNDATION, founded in 1974, is a small nonprofit that reported $173K in total revenue in fiscal year 2024. Expenses of $312K exceeded revenue, resulting in a 80% operating deficit.

Mission

THE PURPOSE OF THE WASHINGTON CPA FOUNDATION IS TO STRENGTHEN AND EXPAND THE PROFESSION BY ADVANCING AND INVESTING IN 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 (2024)

Revenue Breakdown

Contributions & Grants $68,733

Program Service Revenue $30,000

Investment Income $74,705

Other Revenue $0

TOTAL REVENUE $173,438

Expense Breakdown

Grants Paid $249,766

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $249,766

Other Expenses $61,961

TOTAL EXPENSES $311,727

Year-over-Year Comparison

	2024	2023	Change
Revenue	$173,438	$172,629	+0.0%
Expenses	$311,727	$270,292	+0.2%
Net Income	$-138,289	$-97,663	+0.4%

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

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

$120,735

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANELLE M ANDERSON	EXECUTIVE DIRECTOR	40.00	Officer	$0	$21,717	$120,735
ALLISON BENABENTE	PRESIDENT	0.50	Officer Director	$0	$0	$0
TREY TAKARA	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
JOSEPH SMITH	PAST PRESIDENT	0.50	Director	$0	$0	$0
PING LU	TREASURER/SECRETARY	0.50	Officer Director	$0	$0	$0
CANADA BASMEH	TRUSTEE	0.50	Director	$0	$0	$0
GILBERT PLASCENCIA	TRUSTEE	0.50	Director	$0	$0	$0
JENNY CRAVENS	TRUSTEE	0.50	Director	$0	$0	$0
MARTHA RAMIREZ	TRUSTEE	0.50	Director	$0	$0	$0
SHEILA LOZAN	TRUSTEE	0.50	Director	$0	$0	$0
STACY SHORT	TRUSTEE	0.50	Director	$0	$0	$0
TARA LAMBERT	TRUSTEE	0.50	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	$173,438	$311,727	$5,680,263	$-138,289
2024	$172,629	$270,292	$5,422,524	$-97,663
2023	$160,694	$234,018	$5,142,410	$-73,324
2022	$308,026	$211,798	$5,633,058	$96,228
2021	$297,692	$185,584	$6,333,486	$112,108
2020	$218,234	$203,543	$5,464,802	$14,691
2019	$182,431	$178,465	$5,531,995	$3,966

WASHINGTON CPA FOUNDATION