GWSCPA Educational Foundation Inc (EIN 521469031) - 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

1986

Legal Domicile

Principal Officer

Carolyn Mollen

Phone

2023473050

Tax Period

2024-07-01 to 2025-06-30

GWSCPA Educational Foundation Inc, founded in 1986, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

To provide continuing technical and professional development programs for CPAs.

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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 $15,718

Program Service Revenue $1,086,105

Investment Income $15,314

Other Revenue $0

TOTAL REVENUE $1,117,137

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $597,614

Fundraising Expenses $0

Program Expenses $1,003,053

Other Expenses $598,854

TOTAL EXPENSES $1,216,468

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,117,137	$998,806	+0.1%
Expenses	$1,216,468	$1,094,928	+0.1%
Net Income	$-99,331	$-96,122	+0.0%

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

$299,649

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carolyn Mollen	Immediate Past-President	2.00	Officer Director	$0	$0	$0
Chris Mannina	President	2.00	Officer Director	$0	$0	$0
Julia Lafferty	Vice-President	2.00	Officer Director	$0	$0	$0
Paul Preziotti	Treasurer	2.00	Officer Director	$0	$0	$0
Sheila Bedford	Secretary	2.00	Officer Director	$0	$0	$0
Kathy O'Connor	Governor	1.00	Director	$0	$0	$0
Bob Storz	Governor	1.00	Director	$0	$0	$0
Carl Hairston	Governor	1.00	Director	$0	$0	$0
Sarah Tucker	Governor	1.00	Director	$0	$0	$0
Brittney Gordon	Governor	1.00	Director	$0	$0	$0
Derek Thomas	Governor	1.00	Director	$0	$0	$0
Jessica McClain	Governor	1.00	Director	$0	$0	$0
Jen Matteo	Governor	1.00	Director	$0	$0	$0
Michael Harris	Governor	1.00	Director	$0	$0	$0
Mike Sorrells	Governor Emeritus	1.00	Director	$0	$0	$0
Venus Tuazon	Governor	1.00	Director	$0	$0	$0
Alex Galeano	Governor Emeritus	1.00	Director	$0	$0	$0
Omid Mohebbi	Governor	1.00	Director	$0	$0	$0
Evan Seward	Governor	1.00	Director	$0	$0	$0
Contina Djouga	Governor	1.00	Director	$0	$0	$0
Jess Roper	Governor	1.00	Director	$0	$0	$0
Christine Cardinal	Governor	1.00	Director	$0	$0	$0
Laurie DeArmond	Governor	1.00	Director	$0	$0	$0
Kari Bedell	Executive Director	29.00	Officer	$183,048	$46,924	$299,649
Meghan Jenkins	Senior Director, Engagemen	24.00	Highest	$82,498	$38,806	$174,181

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	$1,117,137	$1,216,468	$800,182	$-99,331
2024	$998,806	$1,094,928	$842,865	$-96,122
2023	$840,144	$1,203,816	$690,045	$-363,672
2022	$670,605	$864,368	$995,196	$-193,763
2021	$810,894	$898,825	$1,154,317	$-87,931
2020	$1,131,208	$1,115,840	$1,118,668	$15,368
2019	$1,144,270	$1,088,999	$1,066,987	$55,271
2018	$1,161,089	$1,124,314	$1,032,552	$36,775

GWSCPA Educational Foundation Inc