VSCPA EDUCATIONAL FOUNDATION INC (EIN 541302626) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

STEPHANIE PETERS CAE

Phone

8042705344

Tax Period

2024-05-01 to 2025-04-30

VSCPA EDUCATIONAL FOUNDATION INC, founded in 1984, is a small nonprofit in the Education sector that reported $154K in total revenue in fiscal year 2018. Revenue fell 35% from the prior year — a significant decline worth monitoring. Net assets of $1.3M represent 103 months of operating reserves.

Mission

THE FOUNDATION IS DEDICATED TO ATTRACTING FUTURE CPAS BY PROMOTING FINANCIAL AND ACCOUNTING EDUCATION, REWARDING ACADEMIC EXCELLENCE AND ENCOURAGING STUDENTS TO PURSUE PROMISING CAREERS IN ACCOUNTING. THE FOUNDATION SUPPORTS STUDENTS AND EDUCATORS IN VIRGINIA THROUGH UNDERGRADUATE AND GRADUATE SCHOLARSHIPS, GRANTS AND AWARD/RECOGNITION PROGRAMS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $156,446

Program Service Revenue $100,000

Investment Income $71,527

Other Revenue $0

TOTAL REVENUE $327,973

Expense Breakdown

Grants Paid $172,000

Salaries & Benefits $0

Fundraising Expenses $3,588

Program Expenses $189,150

Other Expenses $31,598

TOTAL EXPENSES $203,598

Year-over-Year Comparison

	2024	2023	Change
Revenue	$327,973	$373,443	-0.1%
Expenses	$203,598	$161,529	+0.3%
Net Income	$124,375	$211,914	-0.4%

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

N/A

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

$628,782

Total Directors

$439,957

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE R PETERS	PRESIDENT & CEO	5.00	Officer Director	$0	$120,352	$439,957
CHRISTINE B WILLIAMSON	CHAIR	0.50	Officer Director	$0	$0	$0
KRYSTAL R MCCANTS	CHAIR-ELECT	0.50	Officer Director	$0	$0	$0
COURTNEY M ARRINGTON	VICE CHAIR	0.50	Officer Director	$0	$0	$0
MICHAEL BRUNSON SR	VICE CHAIR	0.50	Officer Director	$0	$0	$0
ANDREW T MARTIN	VICE CHAIR	0.50	Officer Director	$0	$0	$0
JOHN M WATERS	VICE CHAIR	0.50	Officer Director	$0	$0	$0
SCOTT D DAVIS	DIRECTOR	0.50	Director	$0	$0	$0
LINDSAY DEAN	DIRECTOR	0.50	Director	$0	$0	$0
NICHOLAS A HARRISON	DIRECTOR	0.50	Director	$0	$0	$0
DAMIAN KLUTE	DIRECTOR	0.50	Director	$0	$0	$0
KELLI P MEADOWS	DIRECTOR	0.50	Director	$0	$0	$0
ERIC M NEGANGARD	DIRECTOR	0.50	Director	$0	$0	$0
BRANDON L POPE	DIRECTOR	0.50	Director	$0	$0	$0
M CALEB VULJANIC	DIRECTOR	0.50	Director	$0	$0	$0
GARY G WALLACE	DIRECTOR	0.50	Director	$0	$0	$0
JAMIL WHITE	DIRECTOR	0.50	Director	$0	$0	$0
BETH JACOBSON	VICE PRESIDENT, FINANCE	5.00	Officer	$0	$31,619	$188,825

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	$327,973	$203,598	$2,077,277	$124,375
2024	$373,443	$161,529	$1,880,122	$211,914
2023	$147,850	$152,142	$1,576,652	$-4,292
2022	$262,957	$188,269	$1,592,564	$74,688
2021	$250,147	$172,958	$1,606,071	$77,189
2020	$206,419	$180,455	$1,294,142	$25,964
2019	$154,290	$160,610	$1,320,230	$-6,320

VSCPA EDUCATIONAL FOUNDATION INC