SOUTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS INC (EIN 576022499) - 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

1915

Legal Domicile

Principal Officer

CHRISTOPHER D JENKINS CAE

Phone

8037914181

Tax Period

2024-07-01 to 2025-06-30

SOUTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS INC, founded in 1915, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2024. Expenses of $2.4M left a modest 5% surplus.

Mission

EMPOWERING A PROFESSIONAL COMMUNITY THAT FOSTERS EACH MEMBERS' SUCCESS AND AMPLIFIES THE VOICE OF THE CPA PROFESSION IN SOUTH CAROLINA.

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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 $2,081,203

Program Service Revenue $209,248

Investment Income $83,506

Other Revenue $159,096

TOTAL REVENUE $2,533,053

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,028,360

Fundraising Expenses $0

Program Expenses $2,266,592

Other Expenses $1,373,525

TOTAL EXPENSES $2,401,885

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,533,053	$2,362,167	+0.1%
Expenses	$2,401,885	$2,275,616	+0.1%
Net Income	$131,168	$86,551	+0.5%

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

150

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

$466,596

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER D JENKINS CAE	CEO	40.00	Officer	$245,240	$36,861	$282,101
JACQUELYN M CURTIN CPA	COO/CFO	40.00	Officer	$160,679	$23,816	$184,495
MICHELLE S GNEISIG CPA	CHAIR	1.00	Officer Director	$0	$0	$0
ALLEN A HODGES CPA	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
TRENT J COLEMAN CPA	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID M KNOBLE CPA	IMMEDIATE PA	1.00	Officer Director	$0	$0	$0
ALEXX H ANDERSON CPA	BOARD MEMBER	1.00	Director	$0	$0	$0
TIMOTHY L BAKER CPA	AICPA COUNCI	1.00	Director	$0	$0	$0
HARRIS DARVER CPA	AICPA COUNCI	1.00	Director	$0	$0	$0
DWAYNE L EANES CPA	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER E MAUNEY CPA	BOARD MEMBER	1.00	Director	$0	$0	$0
AMANDA L POSPISCHIL CPA	BOARD MEMBER	1.00	Director	$0	$0	$0
SABRINA E PRESTON CPA	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUGLAS A SYNDER CPA	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN C STOKES CPA	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL P SULLIVAN CPA	BOARD MEMBER	1.00	Director	$0	$0	$0
MARCUS TOMLINSON CPA	BOARD MEMBER	1.00	Director	$0	$0	$0

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	$2,533,053	$2,401,885	$3,404,916	$131,168
2024	$2,362,167	$2,275,616	$3,147,138	$86,551
2023	$2,183,838	$2,157,397	$2,989,177	$26,441
2022	$2,293,265	$1,981,307	$2,609,102	$311,958
2021	$2,028,141	$1,795,158	$2,812,870	$232,983
2020	$2,070,864	$1,837,339	$2,242,928	$233,525
2019	$2,561,135	$2,593,444	$2,267,646	$-32,309
2018	$2,332,293	$2,400,914	$2,140,403	$-68,621
2018	$2,332,293	$2,400,914	$2,140,403	$-68,621

SOUTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS INC