AUSTIN CHAPTER-TXCPA CPE FOUNDATION

EIN: 742195471 501(c)(3) Community Improvement

AUSTIN, TX

Total Revenue
$124,086
Total Expenses
$142,546
Total Assets
$591,725
Net Assets
$316,110
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
TX
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.

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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%)

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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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Governance

Voting Members
32
Independent Members
32
Employees
N/A
Volunteers
20

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
8
$0
Total Directors
32
$0
Key Employees
0
$0
Highest Compensated
0
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
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