OHIO CPA FOUNDATION

EIN: 316052485 501(c)(3)

COLUMBUS, OH

Total Revenue
$1,140,777
Total Expenses
$969,689
Total Assets
$5,185,740
Net Assets
$5,008,418
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
OH
Principal Officer
LAURA HAY
Phone
6147642727
Tax Period
2024-05-01 to 2025-04-30

OHIO CPA FOUNDATION, founded in 1963, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. Expenses of $970K left a modest 15% surplus.

Mission

TO INSPIRE AND ENCOURAGE INDIVIDUALS TO BECOME CPAS WHO EMBRACE THE CORE VALUES OF THE ACCOUNTING PROFESSION AND SERVE THE PUBLIC INTEREST.

Program Service Accomplishments

Program 1
Expenses: $335,436 Revenue: $0

PROFESSION AWARENESS PROGRAMS, INCLUDING HIGH SCHOOL ACCOUNTING CAREER DAYS AND STUDENT AMBASSADORS (INTERNS) WHO WORK TO ENCOURAGE ACCOUNTING ENROLLMENT AT OHIO COLLEGES AND UNIVERSITIES.

Program 2
Expenses: $79,390 Revenue: $0

CPA CAMP AND ACCOUNTING CAREERS LEADERSHIP ACADEMY ENCOURAGE STUDENTS TO PURSUE A CAREER IN ACCOUNTING.

Program 3
Expenses: $109,000 Revenue: $0

SCHOLARSHIPS AWARDED TO OHIO HIGH SCHOOL STUDENTS AND COLLEGE ACCOUNTING MAJORS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,033,962
Program Service Revenue $0
Investment Income $106,815
Other Revenue $0
TOTAL REVENUE $1,140,777

Expense Breakdown

Grants Paid $109,000
Salaries & Benefits $396,123
Fundraising Expenses $94,110
Program Expenses $875,579
Other Expenses $464,566
TOTAL EXPENSES $969,689

Year-over-Year Comparison

2024 2023 Change
Revenue $1,140,777 $703,162 +0.6%
Expenses $969,689 $724,016 +0.3%
Net Income $171,088 $-20,854 -9.2%
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

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
149

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
4
$837,465
Total Directors
12
$837,465
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SCOTT WILEY FORMER PRESIDENT, SECRETARY AND CEO 1
Officer Director
$0 $51,160 $597,823
LAURA HAY PRESIDENT, SECRETARY AND CEO 1
Officer Director
$0 $29,673 $239,642
ALISON STROHM CHAIR 1
Officer Director
$0 $0 $0
WILLIAM MILLER TREASURER 1
Officer Director
$0 $0 $0
CARIN AGRIESTI TRUSTEE 1
Director
$0 $0 $0
ANNE FARRELL TRUSTEE 1
Director
$0 $0 $0
RONALD REED TRUSTEE 1
Director
$0 $0 $0
ROBERT FAY TRUSTEE 1
Director
$0 $0 $0
JOHN JONES TRUSTEE 1
Director
$0 $0 $0
JAY MOELLER TRUSTEE 1
Director
$0 $0 $0
KATHERINE MOLINE TRUSTEE 1
Director
$0 $0 $0
RICHARD ROLLINS TRUSTEE 1
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 $1,140,777 $969,689 $5,185,740 $171,088
2024 $703,162 $724,016 $4,640,254 $-20,854
2023 $558,575 $478,494 $4,264,327 $80,081
2022 $612,444 $375,460 $4,192,549 $236,984
2021 $415,258 $337,451 $4,414,606 $77,807
2020 $355,696 $467,252 $3,238,750 $-111,556
2019 $420,824 $449,325 $3,752,526 $-28,501
2018 $429,865 $438,316 $3,801,300 $-8,451
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