VIRGINIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (EIN 546053666) - 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

1909

Legal Domicile

Principal Officer

STEPHANIE PETERS CAE

Phone

8042705344

Tax Period

2024-05-01 to 2025-04-30

VIRGINIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, founded in 1909, is a community nonprofit that reported $6.2M in total revenue in fiscal year 2018.

Mission

THE VSCPA IS THE LEADING PROFESSIONAL ASSOCIATION THAT SERVES AS THE ESSENTIAL, STRATEGIC PARTNER FOR ALL CERTIFIED PUBLIC ACCOUNTANTS (CPA), THEIR PROFESSION AND THEIR COMMUNITIES. THE VSCPA SERVES ITS MEMBERSHIP (OF MORE THAN 10,007 INDIVIDUAL CPAS AND 11,534 TOTAL MEMBERS) BY ADVOCATING FOR CPAS' INTERESTS, BUILDING KNOWLEDGE AND EXPERTISE, CREATING COMMUNITY AND LONG LASTING RELATIONSHIPS AND PROVIDING TRANSFORMATIONAL VALUE TO MEMBERS. THIS INCLUDES PROVIDING CONTINUING PROFESSIONAL EDUCATION, MEMBER BENEFITS AND ENGAGEMENT PROGRAMS TO CONNECT CPAS, ACTIVITIES TO ENHANCE THE CPA BRAND AND PROMOTE DIVERSITY IN THE PROFESSION, COMMUNITY OUTREACH TO THE PUBLIC, PROGRAMS FOR STUDENTS AND EDUCATORS TO ADVANCE THE PIPELINE, ADVOCACY TO LEGISLATORS AND REGULATORS ON MATTERS OF INTEREST TO CPAS AND THE PUBLIC, AND A PEER REVIEW PROGRAM TO ENSURE PROFESSIONAL EXCELLENCE OF CPA SERVICES.

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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 $0

Program Service Revenue $6,124,864

Investment Income $208,181

Other Revenue $160,187

TOTAL REVENUE $6,493,232

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,561,804

Fundraising Expenses $0

Other Expenses $2,980,929

TOTAL EXPENSES $6,542,733

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,493,232	$6,665,160	0.0%
Expenses	$6,542,733	$6,173,233	+0.1%
Net Income	$-49,501	$491,927	-1.1%

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

261

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

$439,957

Total Directors

$439,957

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE R PETERS	PRESIDENT & CEO	35.00	Officer Director	$319,605	$120,352	$439,957
CHRISTINE B WILLIAMSON	CHAIR	1.00	Officer Director	$0	$0	$0
KRYSTAL R MCCANTS	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
COURTNEY M ARRINGTON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL BRUNSON SR	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANDREW T MARTIN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOHN M WATERS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SCOTT D DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
LINDSAY DEAN	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS A HARRISON	DIRECTOR	1.00	Director	$0	$0	$0
DAMIAN KLUTE	DIRECTOR	1.00	Director	$0	$0	$0
KELLI P MEADOWS	DIRECTOR	1.00	Director	$0	$0	$0
ERIC M NEGANGARD	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON L POPE	DIRECTOR	1.00	Director	$0	$0	$0
M CALEB VULJANIC	DIRECTOR	1.00	Director	$0	$0	$0
GARY G WALLACE	DIRECTOR	1.00	Director	$0	$0	$0
JAMIL WHITE	DIRECTOR	1.00	Director	$0	$0	$0
BETH JACOBSON	VICE PRESIDENT, FINANCE	35.00	Highest	$157,206	$31,619	$188,825
MAUREEN DINGUS	CHIEF OPERATING OFFICER	40.00	Highest	$229,034	$42,716	$271,750
TINA BATES	VICE PRESIDENT, INNOVATION	40.00	Highest	$166,306	$33,323	$199,629
AMY MAWYER	VICE PRESIDENT, LEARNING	40.00	Highest	$149,553	$30,814	$180,367
EMILY WALKER	VICE PRESIDENT, ADVOCACY	40.00	Highest	$139,298	$28,404	$167,702

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	$6,493,232	$6,542,733	$8,895,813	$-49,501
2025	$6,493,232	$6,542,733	$8,895,813	$-49,501
2024	$6,665,160	$6,173,233	$8,804,101	$491,927
2023	$5,458,258	$5,768,825	$6,646,742	$-310,567
2022	$5,917,526	$5,654,336	$6,920,007	$263,190
2021	$5,705,008	$5,168,264	$7,638,918	$536,744
2020	$6,086,379	$5,911,579	$5,644,210	$174,800
2020	$6,086,379	$5,911,579	$5,644,210	$174,800
2019	$6,230,549	$6,120,458	$5,691,494	$110,091

VIRGINIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS