AUSTIN CHAPTER-TXCPA CPE FOUNDATION

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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

1981

Legal Domicile

Principal Officer

LAUREN JOHNSON

Phone

9727620698

Tax Period

2023-06-01 to 2024-05-31

AUSTIN CHAPTER-TXCPA CPE FOUNDATION, founded in 1981, is a small nonprofit in the Community Improvement sector that reported $124K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $143K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO PROVIDE CONTINUING EDUCATION FOR CPAS.

Program Service Accomplishments

Program 1

Expenses: $108,288 Revenue: $105,727

THE FOUNDATION CONDUCTS EDUCATIONAL PROGRAMS THAT KEEP CPAS ABREAST OF CURRENT DEVELOPMENTS IN ACCOUNTING. 18 CPE PROGRAMS WERE CONDUCTED DURING THE YEAR FOR 727 ATTENDEES. ONE CHAPTER MEETING WITH...

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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 (2023)

Revenue Breakdown

Contributions & Grants $5,814

Program Service Revenue $105,727

Investment Income $9,563

Other Revenue $2,982

TOTAL REVENUE $124,086

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $171

Program Expenses $108,288

Other Expenses $132,546

TOTAL EXPENSES $142,546

Year-over-Year Comparison

	2023	2022	Change
Revenue	$124,086	$147,239	-0.2%
Expenses	$142,546	$257,163	-0.4%
Net Income	$-18,460	$-109,924	-0.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARA AKINBOYE	President	0.50	Officer Director	$0	$0	$0
LARRY STEPHENS	PRESIDENT ELECT	0.50	Officer Director	$0	$0	$0
TRACIE MILLER	IMM PAST PRES	0.50	Officer Director	$0	$0	$0
DEBRA WATKINS	Treasurer	0.50	Officer Director	$0	$0	$0
ANGIE HARDY BORNE	Vice President	0.25	Officer Director	$0	$0	$0
KARA HAMANN	Vice President	0.25	Officer Director	$0	$0	$0
LARRY STEPHENS	MANAGER	0.25	Director	$0	$0	$0
NORM HOLZ	OVERSIGHT	0.25	Officer Director	$0	$0	$0
AARIKA ANDERSON	CHAPTER REP	0.25	Director	$0	$0	$0
MARY CAM ANDERSON	CHAPTER REP	0.25	Director	$0	$0	$0
JENNIFER BROWN	CHAPTER REP	0.25	Director	$0	$0	$0
CONNIE CLARK	CHAPTER REP	0.25	Director	$0	$0	$0
DAVID CRUMBAUGH	CHAPTER REP	0.25	Director	$0	$0	$0
XIAOYUN DING	CHAPTER REP	0.25	Director	$0	$0	$0
NANCY FOSS	CHAPTER REP	0.25	Director	$0	$0	$0
MICHELE HEYMAN	CHAPTER REP	0.25	Director	$0	$0	$0
KRISTY HOLMES-HETZEL	CHAPTER REP	0.25	Director	$0	$0	$0
JANICE KEELING	CHAPTER REP	0.25	Director	$0	$0	$0
YUENMAN KWONG	CHAPTER REP	0.25	Director	$0	$0	$0
SARAH LOGHIN	CHAPTER REP	0.25	Director	$0	$0	$0
KRISTIAN LUCIO	CHAPTER REP	0.25	Director	$0	$0	$0
MATT MALCOLM	CHAPTER REP	0.25	Director	$0	$0	$0
PAUL MATHEWS	CHAPTER REP	0.25	Director	$0	$0	$0
TRACIE MILLER	CHAPTER REP	0.25	Director	$0	$0	$0
CHRISTI MONDRIK	CHAPTER REP	0.25	Director	$0	$0	$0
GARY MCINTOSH	TXCPA PAST CHA	0.25	Director	$0	$0	$0
JEREMY MYERS	CHAPTER REP	0.25	Director	$0	$0	$0
EKATERINA RHODEN	CHAPTER REP	0.25	Director	$0	$0	$0
JULIE SIGETY	CHAPTER REP	0.25	Director	$0	$0	$0
JOYCE SMITH	CHAPTER REP	0.25	Director	$0	$0	$0
DIANNA SULLIVAN	CHAPTER REP	0.25	Director	$0	$0	$0
DONNA WESLING	TXCPA PAST CHAI	0.25	Director	$0	$0	$0
DIANE JOINER-THRU 624	Executive Dir.	18.75	Officer	$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
2024	$124,086	$142,546	$591,725	$-18,460
2023	$147,239	$257,163	$626,174	$-109,924
2021	$414,578	$405,236	$488,435	$9,342
2020	$283,943	$287,823	$377,144	$-3,880
2019	$368,435	$328,403	$419,815	$40,032
2019	$368,435	$328,403	$419,815	$40,032
2018	$360,674	$312,856	$370,868	$47,818