DELAWARE SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (EIN 510193815) - 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

1937

Legal Domicile

Principal Officer

DANA L RUBENSTEIN

Phone

3024787442

Tax Period

2024-05-01 to 2025-04-30

DELAWARE SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, founded in 1937, is a small nonprofit that reported $342K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $385K exceeded revenue, resulting in a 12% operating deficit.

Mission

PROVIDES EDUCATION AND INFORMATION ON ACCOUNTING AND TAX TOPICS TO ACCOUNTANTS.

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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 $5,000

Program Service Revenue $317,743

Investment Income $10,403

Other Revenue $9,142

TOTAL REVENUE $342,288

Expense Breakdown

Grants Paid $0

Salaries & Benefits $274,821

Fundraising Expenses $0

Other Expenses $110,000

TOTAL EXPENSES $384,821

Year-over-Year Comparison

	2024	2023	Change
Revenue	$342,288	$367,669	-0.1%
Expenses	$384,821	$394,821	0.0%
Net Income	$-42,533	$-27,152	+0.6%

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

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

$177,206

Total Directors

$177,206

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EVELYN LIN	CHAIR	1.00	Officer Director	$0	$0	$0
BRYCE SCHELHAAS	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
JOHN MRAZ	DIRECTOR	1.00	Director	$0	$0	$0
GARY QUELL	DIRECTOR	1.00	Director	$0	$0	$0
KELLY KLEPACKI	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW TOBIAS	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD DEVENNY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KEARSLEY IV	DIRECTOR	1.00	Director	$0	$0	$0
DANA L RUBENSTEIN	PRESIDENT/CEO	35.00	Officer Director	$145,033	$32,173	$177,206

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	$342,288	$384,821	$470,132	$-42,533
2024	$367,669	$394,821	$501,179	$-27,152
2023	$381,314	$387,861	$539,563	$-6,547
2022	$532,200	$333,793	$533,941	$198,407
2021	$422,796	$420,875	$416,444	$1,921
2020	$463,564	$473,923	$344,709	$-10,359
2019	$462,720	$495,849	$383,463	$-33,129
2018	$506,625	$504,966	$418,199	$1,659

DELAWARE SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS