OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (EIN 730689320) - 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

1918

Legal Domicile

Principal Officer

BLAINE M PETERSON

Phone

4058413800

Tax Period

2024-05-01 to 2025-04-30

OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, founded in 1918, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2024. Expenses of $2.3M left a modest 11% surplus.

Mission

ORGANIZATION IS A BUSINESS SOCIETY WHICH SPONSORS CONTINUING PROFESSIONAL EDUCATION PROGRAMS FOR MEMBERS OF THE ACCOUNTING PROFESSION AND ADMINISTERS THE AICPA PEER REVIEW PROGRAM.

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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 $2,157,067

Investment Income $348,608

Other Revenue $116,171

TOTAL REVENUE $2,621,846

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,156,708

Fundraising Expenses $0

Other Expenses $1,168,847

TOTAL EXPENSES $2,325,555

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,621,846	$2,642,788	0.0%
Expenses	$2,325,555	$2,212,741	+0.1%
Net Income	$296,291	$430,047	-0.3%

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

$222,127

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BLAINE M PETERSON	PRESIDENT &	40.00	Officer	$193,383	$28,744	$222,127
STEPHANIE TROUGAKOS	COO	40.00	Highest	$127,992	$19,478	$147,470
ANGELA BAKER	SECRETARY	1.00	Officer Director	$0	$0	$0
DOROTHY CARSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CLOUSE	CHAPTER PRES	1.00	Director	$0	$0	$0
LORI EHARDT	CHAPTER PRES	1.00	Director	$0	$0	$0
JOSH ELDER	CHAIRMAN-ELE	1.00	Officer Director	$0	$0	$0
ASHLEY FOGLE	DIRECTOR	1.00	Director	$0	$0	$0
AUSTIN FOUST	DIRECTOR	1.00	Director	$0	$0	$0
BUCK FRANCIS	DIRECTOR	1.00	Director	$0	$0	$0
RODNEY GOODNER	CHAPTER PRES	1.00	Director	$0	$0	$0
ARA GRIGORIAN	DIRECTOR	1.00	Director	$0	$0	$0
ROSS MCKINNEY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CARLA MEYER	DIRECTOR	1.00	Director	$0	$0	$0
MARK NEUMEISTER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JACOB PASBY	TREASURER	1.00	Officer Director	$0	$0	$0
VICKY PETETE	IMMEDIATE PA	1.00	Officer Director	$0	$0	$0
DILLON POTTER	CHAPTER PRES	1.00	Director	$0	$0	$0
LARRY SMITH	CHAPTER PRES	1.00	Director	$0	$0	$0
JOSEPH SPARKS	CHAPTER PRES	1.00	Director	$0	$0	$0
DARLA J YOUNG	CHAPTER PRES	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	$2,621,846	$2,325,555	$5,620,646	$296,291
2024	$2,642,788	$2,212,741	$5,149,221	$430,047
2023	$2,487,456	$2,232,519	$4,525,811	$254,937
2022	$2,628,123	$2,266,748	$3,852,398	$361,375
2021	$2,618,350	$2,134,127	$4,131,053	$484,223
2020	$2,641,309	$2,506,780	$2,794,944	$134,529
2019	$2,845,044	$2,753,642	$3,071,334	$91,402
2018	$2,835,950	$2,755,185	$3,134,651	$80,765

OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS