ILLINOIS CPA SOCIETY (EIN 362171350) - 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

1903

Legal Domicile

Principal Officer

GEOFFREY BROWN

Phone

3129930407

Tax Period

2024-04-01 to 2025-03-31

ILLINOIS CPA SOCIETY, founded in 1903, is a community nonprofit that reported $9.8M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $9.4M left a modest 4% surplus.

Mission

TO ENHANCE THE VALUE OF THE CPA PROFESSION THROUGH EDUCATION, INFORMATION, ADVOCACY AND CONNECTIONS.

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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 $32,400

Program Service Revenue $9,217,589

Investment Income $493,123

Other Revenue $54,426

TOTAL REVENUE $9,797,538

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,844,382

Fundraising Expenses $0

Other Expenses $3,576,412

TOTAL EXPENSES $9,420,794

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,797,538	$9,009,154	+0.1%
Expenses	$9,420,794	$8,913,473	+0.1%
Net Income	$376,744	$95,681	+2.9%

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

Volunteers

300

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

$703,280

Total Directors

Key Employees

$231,452

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH ROOD	DIRECTOR-CHAIRPERSON	1.00	Officer Director	$0	$0	$0
BRIAN BLAHA	DIRECTOR-VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MARK WOLFGRAM	DIRECTOR-SECRETARY	1.00	Officer Director	$0	$0	$0
JENNIFER CAVANAUGH	DIRECTOR-TREASURER	1.00	Officer Director	$0	$0	$0
JONATHAN HAUSER	DIRECTOR-IMMEDIATE PAST CH	1.00	Director	$0	$0	$0
PEDRO DIAZ DE LEON	DIRECTOR	1.00	Director	$0	$0	$0
KIMI ELLEN	DIRECTOR	1.00	Director	$0	$0	$0
LINDY ELLIS	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER GOETTLER	DIRECTOR	1.00	Director	$0	$0	$0
MONICA HARRISON	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA HERBOLD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID KNUTSEN	DIRECTOR	1.00	Director	$0	$0	$0
ENRIQUE LOPEZ	DIRECTOR	1.00	Director	$0	$0	$0
KIM MEYER	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW PANZICA	DIRECTOR	1.00	Director	$0	$0	$0
LEILANI RODRIGO	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD TARAPCHAK	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE ZALESKI-BRAATZ	DIRECTOR	1.00	Director	$0	$0	$0
GEOFFREY BROWN	PRESIDENT/CEO	28.00	Officer	$463,077	$38,786	$501,863
RYAN MURNICK	CFO/VP OF FINANCE & ADMINI	36.00	Officer	$175,197	$26,220	$201,417
MARTY GREEN	SR VP, GOVERNMENT RELATIONS	10.00	Key Emp	$216,348	$15,104	$231,452
GEORGE BOYLE	VP INFORMATION TECHNOLOGY	40.00	Highest	$171,873	$23,375	$195,248
KARI NATALE	VP STRATEGY & GOVERNANCE	30.00	Highest	$164,016	$22,057	$186,073
KRISTIN MCGILL	VP MEMBERSHIP EXPERIENCE &	40.00	Highest	$159,965	$25,465	$185,430
PAUL JOHNSTON	ASSISTANT DIRECTOR, SYSTEM	40.00	Highest	$126,200	$38,022	$164,222
PAUL PIERSON	SENIOR DIRECTOR, PEER REVI	40.00	Highest	$157,199	$39,117	$196,316

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	$9,797,538	$9,420,794	$14,932,065	$376,744
2024	$9,009,154	$8,913,473	$14,926,605	$95,681
2023	$8,686,064	$9,156,593	$14,501,507	$-470,529
2022	$9,942,006	$8,777,034	$13,009,574	$1,164,972
2021	$8,846,615	$8,374,616	$12,493,384	$471,999
2020	$9,319,701	$9,156,886	$9,289,844	$162,815
2019	$9,282,559	$9,133,080	$10,288,519	$149,479

ILLINOIS CPA SOCIETY