NEBRASKA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (EIN 470444674) - 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

1928

Legal Domicile

Principal Officer

JONI SUNDQUIST

Phone

4024768482

Tax Period

2024-04-01 to 2025-03-31

NEBRASKA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, founded in 1928, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024.

Mission

TO ENHANCE THE PROFESSIONAL SUCCESS OF THE MEMBERS; TO ENCOURAGE THE MAINTENANCE OF HIGH PROFESSIONAL STANDARDS; TO FACILITATE RELATIONSHIPS AMONG THE MEMBERS; TO FURTHER THE PROFESSIONAL KNOWLEDGE, COMPETENCE AND PERFORMANCE OF THE MEMBERS; TO PROMOTE A BETTER UNDERSTANDING OF SERVICES RENDERED BY MEMBERS; AND TO ACT IN A REPRESENTATIVE CAPACITY FOR THE 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 $422,722

Program Service Revenue $618,064

Investment Income $46,345

Other Revenue $54,944

TOTAL REVENUE $1,142,075

Expense Breakdown

Grants Paid $77,450

Salaries & Benefits $528,002

Fundraising Expenses $0

Other Expenses $605,975

TOTAL EXPENSES $1,211,427

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,142,075	$1,147,425	0.0%
Expenses	$1,211,427	$1,170,963	+0.0%
Net Income	$-69,352	$-23,538	+1.9%

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

145

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

$192,228

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONI SUNDQUIST	PRESIDENT	40.00	Officer	$174,562	$17,666	$192,228
HEATHER E BARR	SECRETARY	1.00	Officer Director	$0	$0	$0
DERRICK J BLUM	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN E BOND	DIRECTOR	1.00	Director	$0	$0	$0
GRANT H BUCKLEY	TREASURER	1.00	Officer Director	$0	$0	$0
LAURIE ANN J BUHLKE	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE L COOPER	DIRECTOR	1.00	Director	$0	$0	$0
JODI M ECKHOUT	CHAIRMAN-ELE	1.00	Officer Director	$0	$0	$0
LORRAINE A EGGER	AICPA REPRES	1.00	Director	$0	$0	$0
RICHARD D GIFFORD	WEST NE CHAP	1.00	Director	$0	$0	$0
JUSTIN M HOPE	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN M KLINTWORTH	CHAIRMAN	1.00	Officer Director	$0	$0	$0
KELLY A MANN	AICPA REPRES	1.00	Director	$0	$0	$0
KELLY J MARTINSON	IMM. PAST CH	1.00	Officer Director	$0	$0	$0
SHARI A MUNRO	AICPA REPRES	1.00	Director	$0	$0	$0
JILL TRUCKE	DIRECTOR	1.00	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	$1,142,075	$1,211,427	$1,216,496	$-69,352
2024	$1,147,425	$1,170,963	$1,264,705	$-23,538
2023	$1,081,458	$1,202,692	$1,270,282	$-121,234
2022	$1,205,586	$1,029,094	$1,204,859	$176,492
2022	$1,205,586	$1,029,094	$1,204,859	$176,492
2021	$1,168,180	$932,493	$1,228,283	$235,687
2020	$1,257,610	$1,282,223	$904,285	$-24,613

NEBRASKA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS