MISSISSIPPI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (EIN 640473153) - 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

1920

Legal Domicile

Principal Officer

KAREN C MOODY

Phone

6018564244

Tax Period

2024-07-01 to 2025-06-30

MISSISSIPPI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, founded in 1920, is a community nonprofit in the Community Improvement sector that reported $1.5M in total revenue in fiscal year 2024.

Mission

TO PROVIDE PROFESSIONAL EDUCATION FOR ACCOUNTANTS

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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 $462,127

Program Service Revenue $965,686

Investment Income $35,655

Other Revenue $14,199

TOTAL REVENUE $1,477,667

Expense Breakdown

Grants Paid $0

Salaries & Benefits $567,828

Fundraising Expenses $0

Other Expenses $930,206

TOTAL EXPENSES $1,498,034

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,477,667	$1,417,315	+0.0%
Expenses	$1,498,034	$1,469,963	+0.0%
Net Income	$-20,367	$-52,648	-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

270

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

$216,911

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM E WALKER JR	CHAIRMAN	5.00	Officer Director	$0	$0	$0
PHILANDO BROWN	TREASURER	5.00	Officer Director	$0	$0	$0
ANITA GOODRUM	VICE-CHAIRMAN	5.00	Officer Director	$0	$0	$0
LYDIA WINDHAM	SECRETARY	5.00	Officer Director	$0	$0	$0
JERRY M GOOLSBY	IMMEDIATE PAST CHAIRMAN	2.00	Officer Director	$0	$0	$0
NOAH DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
ALLISON A GARNER	DIRECTOR	2.00	Director	$0	$0	$0
PEYTON GORDON	DIRECTOR	2.00	Director	$0	$0	$0
ANNETTE P HERRIN	DIRECTOR	2.00	Director	$0	$0	$0
STEVEN EILDERS	DIRECTOR	2.00	Director	$0	$0	$0
EMILY HARRINGTON	DIRECTOR	2.00	Director	$0	$0	$0
JOHN R MCCALLUM	DIRECTOR	2.00	Director	$0	$0	$0
CLAYTON H RICHARDSON III	DIRECTOR	2.00	Director	$0	$0	$0
TELA HEMENWAY	DIRECTOR	2.00	Director	$0	$0	$0
DONNA INGRAM	DIRECTOR	2.00	Director	$0	$0	$0
CHERYL L SYKES	DIRECTOR	2.00	Director	$0	$0	$0
FRED M SUTPHEN JR	DIRECTOR	2.00	Director	$0	$0	$0
MARY MARGARET WHITE	DIRECTOR	2.00	Director	$0	$0	$0
BLAISE SONNIER	DIRECTOR	2.00	Director	$0	$0	$0
ALLISON A WILSON	DIRECTOR	2.00	Director	$0	$0	$0
SIM MOSBY	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT ADAMS	DIRECTOR	2.00	Director	$0	$0	$0
HOLLIE P BALLARD	DIRECTOR	2.00	Director	$0	$0	$0
RANDA L CRAIG	DIRECTOR	2.00	Director	$0	$0	$0
KAREN MOODY	PRESIDENT/CEO	40.00	Officer	$190,928	$25,983	$216,911

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	$1,477,667	$1,498,034	$1,818,082	$-20,367
2024	$1,417,315	$1,469,963	$1,793,038	$-52,648
2023	$1,410,821	$1,439,698	$1,901,726	$-28,877
2022	$1,524,803	$1,348,807	$1,841,947	$175,996
2021	$1,608,438	$1,301,859	$1,814,011	$306,579
2020	$1,092,582	$1,231,845	$1,231,116	$-139,263
2019	$1,579,144	$1,571,925	$1,535,541	$7,219
2018	$1,492,084	$1,465,230	$1,536,221	$26,854

MISSISSIPPI SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS