THE MICHIGAN ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS (EIN 381233348) - 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

1901

Legal Domicile

Principal Officer

ROBERT DOYLE

Phone

2482673700

Tax Period

2024-04-01 to 2025-03-31

THE MICHIGAN ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS, founded in 1901, is a community nonprofit that reported $7.4M in total revenue in fiscal year 2024.

Mission

TO SERVE OUR MEMBERS, THE CPA PROFESSION, AND THE PUBLIC THEY SERVE. AT OUR CORE, WE'RE YOUR ACE... HERE TO ADVOCATE, COLLABORATE, AND EDUCATE SO THAT YOU CAN BE AT YOUR BEST

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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 $125,176

Program Service Revenue $7,049,706

Investment Income $215,040

Other Revenue $0

TOTAL REVENUE $7,389,922

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $3,402,813

Fundraising Expenses $0

Other Expenses $3,973,818

TOTAL EXPENSES $7,379,131

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,389,922	$7,346,377	+0.0%
Expenses	$7,379,131	$7,141,859	+0.0%
Net Income	$10,791	$204,518	-0.9%

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

798

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

$1,087,344

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT DOYLE	PRESIDENT &	50.00	Officer	$307,858	$17,739	$325,597
JAMES JAGGER	EVP, CMO	50.00	Officer	$199,571	$22,946	$222,517
DAN TODD	EVP, CIO	50.00	Officer	$157,841	$6,277	$164,118
PEGGY JURY	ACTING CFO	50.00	Officer	$136,577	$3,074	$139,651
KATIE GADULKA	SVP, CHIEF M	50.00	Officer	$118,312	$14,600	$132,912
CHRISTINE BAGINSKI	SVP ORG. STR	50.00	Officer	$98,072	$4,477	$102,549
GARY M BLANCK	TREASURER	5.00	Officer Director	$0	$0	$0
MICHAEL BOEHM	MEMBER AT LA	0.50	Director	$0	$0	$0
STACY BOYER-DAVIS	MEMBER AT LA	0.50	Director	$0	$0	$0
DIANE DEFRANCIS	MEMBER AT LA	0.50	Director	$0	$0	$0
UNYIME EKPENYONG	MEMBER AT LA	0.50	Director	$0	$0	$0
LISA A FISHER	CHAIR-ELECT	5.00	Officer Director	$0	$0	$0
PAUL A GLANTZ	MEMBER AT LA	0.50	Director	$0	$0	$0
LAURIE L HORVATH	CHAIR	5.00	Officer Director	$0	$0	$0
MATTHEW S KIDD	MEMBER AT LA	0.50	Director	$0	$0	$0
JAMES N LOPICCOLO	PAST CHAIR	5.00	Officer Director	$0	$0	$0
SHERYL MADDEN	MEMBER AT LA	0.50	Director	$0	$0	$0
VICTORIA MUNDINGER	MEMBER AT LA	0.50	Director	$0	$0	$0
KEVIN PATTERSON	MEMBER AT LA	0.50	Director	$0	$0	$0
STACEY L REEVES	MEMBER AT LA	0.50	Director	$0	$0	$0
TIAUNA ROSS	MEMBER AT LA	0.50	Director	$0	$0	$0
DARRIN D SCHULTZ	MEMBER AT LA	0.50	Director	$0	$0	$0
IMELDA SCOTT	MEMBER AT LA	0.50	Director	$0	$0	$0
JAMES D TISH	SECRETARY	5.00	Officer Director	$0	$0	$0
EMILY ZOET	MEMBER AT LA	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	$7,389,922	$7,379,131	$7,072,455	$10,791
2024	$7,346,377	$7,141,859	$7,285,225	$204,518
2023	$7,265,327	$7,407,170	$7,049,218	$-141,843
2022	$8,293,350	$7,105,667	$7,520,428	$1,187,683
2021	$6,923,880	$6,925,775	$8,160,664	$-1,895
2020	$8,413,658	$9,010,756	$7,422,553	$-597,098
2019	$8,489,792	$8,648,612	$5,286,635	$-158,820

THE MICHIGAN ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS