CPAMERICA INC

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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

1978

Legal Domicile

Principal Officer

GRACE HORVATH

Phone

3527274070

Tax Period

2024-01-01 to 2024-12-31

CPAMERICA INC, founded in 1978, is a community nonprofit that reported $6.8M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $6.4M left a modest 6% surplus.

Mission

TO PROVIDE MEMBER FIRMS WITH THE TOOLS AND RESOURCES THEY NEED TO STAY CURRENT WITH DEVELOPMENTS AND CONTINUE TO PROVIDE HIGH QUALITY PRODUCTS AND SERVICES TO THEIR CLIENTS.

Program Service Accomplishments

Program 1

CPAMERICA HOSTS CONFERENCES AND SEMINARS FOR ITS MEMBERS IN MULTIPLE FORMATS THROUGHOUT THE YEAR.IN ADDITION, CPAMERICA PROVIDES MEMBERS WITH ACCESS TO RESOURCES TO HELP EXPAND SERVICES AND REACT TO ECONOMIC AND REGULATORY CHANGES AS THEY HAPPEN. MEMBERS ALSO HAVE ACCESS TO A WEALTH OF RESOURCES THAT ENCOURAGE GROWTH AND CONTINUOUS IMPROVEMENT.

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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 $6,483,280

Investment Income $267,554

Other Revenue $57,368

TOTAL REVENUE $6,808,202

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,209,354

Fundraising Expenses $0

Other Expenses $4,184,222

TOTAL EXPENSES $6,393,576

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,808,202	$5,923,942	+0.1%
Expenses	$6,393,576	$6,047,313	+0.1%
Net Income	$414,626	$-123,371	-4.4%

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

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

$538,511

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIP ERICKSON	DIRECTOR - UNTIL FEB 2024	5.00	Director	$0	$0	$0
SHANE ROHRBACH	DIRECTOR	5.00	Director	$0	$0	$0
JOHN COURNAN	DIRECTOR	5.00	Director	$0	$0	$0
BLAKE ISOBE	VICE CHAIR/CHAIR ELECT	5.00	Officer Director	$0	$0	$0
ANGELA KERNS	DIRECTOR	5.00	Director	$0	$0	$0
GARY ANGLIN	CHAIR	5.00	Officer Director	$0	$0	$0
JOHN LAUSENG	DIRECTOR	5.00	Director	$0	$0	$0
CHERI WALKER	DIRECTOR	5.00	Director	$0	$0	$0
DAVID FARNSWORTH	IMMEDIATE PAST CHAIR	5.00	Officer Director	$0	$0	$0
GRACE HORVATH	PRESIDENT AND SECRETARY	50.00	Officer	$352,422	$28,076	$380,498
LAUREN BUSH	VP OF FINANCE/OPERATIONS	40.00	Officer	$139,989	$18,024	$158,013
HARRISON SCHOFILL	DIRECTOR OF IT	40.00	Highest	$158,947	$9,384	$168,331
JENNIFER WALKER	DIRECTOR OF SERVICES	40.00	Highest	$112,254	$16,288	$128,542
TARENA STANLEY	DIRECTOR OF ENGAGEMENT AND PSHIPS	40.00	Highest	$107,035	$15,349	$122,384

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
2024	$6,808,202	$6,393,576	$7,582,515	$414,626
2023	$5,923,942	$6,047,313	$6,976,408	$-123,371
2022	$5,651,612	$5,465,896	$6,484,204	$185,716
2021	$5,325,832	$5,294,026	$6,493,888	$31,806
2020	$4,336,700	$3,610,801	$5,997,560	$725,899
2019	$4,797,774	$4,831,345	$5,131,312	$-33,571