SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS (EIN 720464809) - 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

1911

Legal Domicile

Principal Officer

RONALD GITZ

Phone

5044641040

Tax Period

2024-05-01 to 2025-04-30

SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS, founded in 1911, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2024.

Mission

TO SERVE THE COMMON NEEDS OF CERTIFIED PUBLIC ACCOUNTANT MEMBERS AND TO ENHANCE THE PROFESSIONAL ENVIRONMENT IN WHICH THEY WORK.

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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 $3,984,431

Investment Income $178,124

Other Revenue $60,667

TOTAL REVENUE $4,223,222

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,307,677

Fundraising Expenses $0

Other Expenses $2,804,257

TOTAL EXPENSES $4,111,934

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,223,222	$3,977,527	+0.1%
Expenses	$4,111,934	$3,864,260	+0.1%
Net Income	$111,288	$113,267	0.0%

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

460

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

$585,998

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J BRYAN EHRICHT	IMMEDIATE-PAST CHAIR	2.00	Officer Director	$0	$0	$0
KENNETH CHAMPAGNE	TREASURER	1.00	Officer Director	$0	$0	$0
BRIDGET KAIGLER	CHAIR	2.00	Officer Director	$0	$0	$0
ANTHONY RUTLEDGE	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
JESSICA CORMIER	MEMBER AT LARGE	1.00	Director	$0	$0	$0
DIANE ALLISON	MEMBER AT LARGE	1.00	Director	$0	$0	$0
SAMANTHA FALGOUT	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JIM SCHNEIDER	MEMBER AT LARGE	1.00	Director	$0	$0	$0
NENE GLENN GIANFALA	MEMBER AT LARGE	1.00	Director	$0	$0	$0
NICOLETTE RELEFORD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
BRETT SUMMERVILLE	MEMBER AT LARGE	1.00	Director	$0	$0	$0
LAURA WILEY	MEMBER AT LARGE	1.00	Director	$0	$0	$0
RON A GITZ	SECRETARY	40.00	Officer	$284,613	$51,205	$335,818
LISA WILLIAMS	CHIEF OPERATING OFFICER	40.00	Officer	$100,926	$15,210	$116,136
STACY LOCKWOOD	SENIOR DIRECTOR OF PUBLIC	40.00	Officer	$107,018	$27,026	$134,044

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	$4,223,222	$4,111,934	$5,509,673	$111,288
2024	$3,977,527	$3,864,260	$5,369,308	$113,267
2023	$4,215,610	$4,250,174	$5,415,179	$-34,564
2022	$3,977,923	$3,675,733	$4,331,206	$302,190
2021	$4,266,525	$3,666,241	$4,239,488	$600,284
2020	$4,356,498	$4,385,663	$3,312,572	$-29,165
2019	$4,985,135	$4,838,039	$3,656,488	$147,096

SOCIETY OF LOUISIANA CERTIFIED PUBLIC ACCOUNTANTS