WEST VIRGINIA SOCIETY OF CPA'S (EIN 556019021) - 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

1919

Legal Domicile

Principal Officer

MEGAN KUECK

Phone

3043425461

Tax Period

2024-06-01 to 2025-05-31

WEST VIRGINIA SOCIETY OF CPA'S, founded in 1919, is a small nonprofit that reported $593K in total revenue in fiscal year 2024. Expenses of $660K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO SERVE AND PROMOTE THE ACCOUNTING 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 $0

Program Service Revenue $510,765

Investment Income $32,665

Other Revenue $49,715

TOTAL REVENUE $593,145

Expense Breakdown

Grants Paid $0

Salaries & Benefits $256,270

Fundraising Expenses $0

Other Expenses $403,461

TOTAL EXPENSES $659,731

Year-over-Year Comparison

	2024	2023	Change
Revenue	$593,145	$598,953	0.0%
Expenses	$659,731	$641,566	+0.0%
Net Income	$-66,586	$-42,613	+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

100

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

$239,431

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AKIA RICE	PRESIDENT	1.00	Officer Director	$0	$0	$0
MENDY ALUISE	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
EMILY SIGNORELLI	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN BARBER	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
BENJAMIN POLING	DIRECTOR	1.00	Director	$0	$0	$0
ANNA FORD	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT FLEMING	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL BUMGARNER	DIRECTOR	1.00	Director	$0	$0	$0
WALLY SUTTLE	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS DEWEESE	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN PATORIUS	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER BENN	DIRECTOR	1.00	Director	$0	$0	$0
CASSI BAYLOUS	DIRECTOR	1.00	Director	$0	$0	$0
NANCY LANKTON	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA BOGGS	DIRECTOR	1.00	Director	$0	$0	$0
JUDY PROCTOR	CEO PART YEAR	50.00	Officer	$109,806	$3,000	$112,806
MEGAN KUECK	CEO PART YEAR	50.00	Officer	$126,625	$0	$126,625

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	$593,145	$659,731	$1,382,477	$-66,586
2024	$598,953	$641,566	$1,509,959	$-42,613
2023	$586,148	$567,541	$1,586,742	$18,607
2022	$592,675	$561,968	$1,561,430	$30,707
2021	$546,779	$455,371	$1,529,876	$91,408
2020	$637,094	$644,805	$1,299,501	$-7,711
2019	$706,696	$691,966	$1,418,411	$14,730

WEST VIRGINIA SOCIETY OF CPA'S