PENNSYLVANIA CPA FOUNDATION (EIN 815449140) - 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

2017

Legal Domicile

Principal Officer

JENNIFER CRYDER CPA MBA

Phone

2154969272

Tax Period

2024-05-01 to 2025-04-30

PENNSYLVANIA CPA FOUNDATION, founded in 2017, is a small nonprofit in the Education sector that reported $841K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Net assets of $3.4M represent 48 months of operating reserves.

Mission

TO INSPIRE YOUNG PEOPLE TO PURSUE CAREERS IN ACCOUNTING & SUPPORT THOSE WORKING TO ATTAIN CPA

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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 $725,941

Program Service Revenue $9,800

Investment Income $97,618

Other Revenue $7,200

TOTAL REVENUE $840,559

Expense Breakdown

Grants Paid $138,000

Salaries & Benefits $593,117

Fundraising Expenses $9,015

Program Expenses $793,384

Other Expenses $179,703

TOTAL EXPENSES $910,820

Year-over-Year Comparison

	2024	2023	Change
Revenue	$840,559	$1,119,565	-0.2%
Expenses	$910,820	$1,171,119	-0.2%
Net Income	$-70,261	$-51,554	+0.4%

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

125

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

$1,049,235

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA BAKER CPA	CHAIR	2.00	Officer Director	$0	$0	$0
CYNTHIA BERGVALL CPA	DIRECTOR	2.00	Director	$0	$0	$0
BARRY BERKOWITZ CPA	DIRECTOR	2.00	Director	$0	$0	$0
KEITH BITTEL CPA	DIRECTOR	2.00	Director	$0	$0	$0
PAUL DOUGHERTY CPA	DIRECTOR	2.00	Director	$0	$0	$0
RYAN LAFFERTY CPA	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW MCNELIS CPA	DIRECTOR	2.00	Director	$0	$0	$0
LISA MYERS CPA	DIRECTOR	2.00	Director	$0	$0	$0
MARYBETH OLREE CPA	DIRECTOR	2.00	Director	$0	$0	$0
JACOB PENG CPA	DIRECTOR	2.00	Director	$0	$0	$0
KRISTIN SEEGER CPA	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER CRYDER CPA MBA	CEO, TREASURER	5.00	Officer	$0	$54,182	$462,535
ADAM BATCHELOR	SECRETARY	2.00	Officer	$0	$46,295	$291,381
CORY NG CPA	CFO - LEFT JUL 2024	8.00	Officer	$0	$420	$135,319
KYLE BICKHART CPA	CFO - AS OF JUL 2024	8.00	Officer	$0	$0	$160,000

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	$840,559	$910,820	$3,782,067	$-70,261
2024	$1,119,565	$1,171,119	$3,416,093	$-51,554
2023	$869,428	$946,246	$3,196,546	$-76,818
2022	$830,673	$868,282	$3,304,316	$-37,609
2021	$697,969	$799,700	$3,667,128	$-101,731
2020	$1,026,067	$916,435	$2,788,045	$109,632
2019	$1,132,730	$1,063,441	$3,006,322	$69,289

PENNSYLVANIA CPA FOUNDATION