SAN ANTONIO CPA CONTINUING EDUCATION FOUNDATION (EIN 741969656) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

BRANDON HOWARD

Phone

2108282722

Tax Period

2024-06-01 to 2025-05-31

SAN ANTONIO CPA CONTINUING EDUCATION FOUNDATION, founded in 1978, is a small nonprofit that reported $209K in total revenue in fiscal year 2024. Net assets of $503K represent 29 months of operating reserves.

Mission

THE FOUNDATION SPONSORS HIGH QUALITY, AFFORDABLE CONTINUING EDUCATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $43,821

Program Service Revenue $156,100

Investment Income $6,249

Other Revenue $3,013

TOTAL REVENUE $209,183

Expense Breakdown

Grants Paid $26,700

Salaries & Benefits $76,051

Fundraising Expenses $0

Program Expenses $210,185

Other Expenses $112,273

TOTAL EXPENSES $215,024

Year-over-Year Comparison

	2024	2023	Change
Revenue	$209,183	$220,163	0.0%
Expenses	$215,024	$175,682	+0.2%
Net Income	$-5,841	$44,481	-1.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

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

$51,409

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUI BELCHER	EXECUTIVE DI	15.00	Officer	$0	$6,075	$51,409
BRANDON HOWARD	PRESIDENT	0.50	Officer Director	$0	$0	$0
ANETTE FLORES	PRESIDENT-EL	0.50	Officer Director	$0	$0	$0
BRYAN MORGAN	SECRETARY/TR	0.50	Officer Director	$0	$0	$0
MIKE SPANIOL	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
NANCY OZUNA	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
MARINA POLANCO	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
SLY JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
JULIE SPURLOCK ZAMORA	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW NICHOLAS	DIRECTOR	0.50	Director	$0	$0	$0
WILL HOLISKY	DIRECTOR	0.50	Director	$0	$0	$0
APRIL BAGLEY	DIRECTOR	0.50	Director	$0	$0	$0
AMY HOLMES	DIRECTOR	0.50	Director	$0	$0	$0
PATTY WETZ	DIRECTOR	0.50	Director	$0	$0	$0
JENNIFER CADENA	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINA KOUCOUTHAKIS	DIRECTOR	0.50	Director	$0	$0	$0
JANE GUENTHER	DIRECTOR	0.50	Director	$0	$0	$0
COURTNEY NEVILL	DIRECTOR	0.50	Director	$0	$0	$0
CINDY RUIZ	DIRECTOR	0.50	Director	$0	$0	$0
JOSH WAGNER	IMMEDIATE PA	0.50	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	$209,183	$215,024	$588,079	$-5,841
2024	$220,163	$175,682	$605,647	$44,481
2023	$305,378	$290,260	$607,943	$15,118
2021	$260,353	$291,140	$519,643	$-30,787
2020	$372,024	$424,208	$646,327	$-52,184
2019	$504,096	$493,367	$711,889	$10,729
2018	$472,670	$430,996	$642,387	$41,674

SAN ANTONIO CPA CONTINUING EDUCATION FOUNDATION