Utah Association of Certified Public Accountants (EIN 876127438) - 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

1983

Legal Domicile

Phone

8014668022

Tax Period

2024-04-01 to 2025-03-31

Utah Association of Certified Public Accountants, founded in 1983, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 11% surplus.

Mission

Represents and supports CPA professionals through education, leadership development, alliances, and public awareness.

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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 $1,287,768

Investment Income $266,849

Other Revenue $0

TOTAL REVENUE $1,554,617

Expense Breakdown

Grants Paid $900

Salaries & Benefits $558,831

Fundraising Expenses $0

Program Expenses $0

Other Expenses $824,923

TOTAL EXPENSES $1,384,654

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,554,617	$1,268,677	+0.2%
Expenses	$1,384,654	$1,353,428	+0.0%
Net Income	$169,963	$-84,751	-3.0%

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

225

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

$232,126

Total Directors

$232,126

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amy Anholt	President-Elect	0.5	Officer Director	$0	$0	$0
Dan Frei	President	1.0	Officer Director	$0	$0	$0
Dan Greer	Secretary	0.5	Officer Director	$0	$0	$0
David Peaden	Treasurer	1.0	Officer Director	$0	$0	$0
Rusty Hansen	Vice President	0.5	Officer Director	$0	$0	$0
Susan A Speirs CPA	Chief Executive Officer	50.0	Officer Director	$209,991	$22,135	$232,126
Clinton Armstrong	Member at Large	0.5	Director	$0	$0	$0
Jason Tomlinson	Past President	0.5	Director	$0	$0	$0
Melanie Spencer	Member at Large	0.5	Director	$0	$0	$0
Noah Meyers	Member at Large	0.5	Director	$0	$0	$0
Stacy Weight	AICPA Council Rep	0.5	Director	$0	$0	$0
AMy Spencer	Marketing Director	40.0	Highest	$102,725	$8,203	$110,928

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	$1,554,617	$1,384,654	$3,204,316	$169,963
2024	$1,268,677	$1,353,428	$3,173,703	$-84,751
2023	$1,449,758	$1,365,501	$3,138,210	$84,257
2022	$1,167,635	$1,232,368	$2,773,323	$-64,733
2021	$1,238,055	$1,199,951	$2,449,613	$38,104
2020	$1,269,294	$1,353,627	$2,258,806	$-84,333
2019	$1,518,672	$1,289,683	$2,556,934	$228,989
2018	$1,447,062	$1,271,279	$2,529,611	$175,783

Utah Association of Certified Public Accountants