Utah Association of Certified Public Accountants

EIN: 876127438

Salt Lake City, UT

Total Revenue
$1,554,617
Total Expenses
$1,384,654
Total Assets
$3,204,316
Net Assets
$2,292,653
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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
UT
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

THE UACPA REPRESENTS KNOWLEDGEABLE PROFESSIONALS SERVING BUSINESSES WHO SUBSCRIBE TO OUR CORE VALUES OF COMPETENCY, INTEGRITY, AND TRUST. WE SUPPORT AND CHALLENGE OUR MEMBERS THROUGH STRATEGIC EDUCATION, LEADERSHIP DEVELOPMENT, BENEFICIAL ALLIANCES, AND PUBLIC AWARENESS, TO HELP THEM FLOURISH IN A COMPETITIVE AND CHANGING WORLD.

Program Service Accomplishments

Program 1

Continuing education classes and conferences in an evolving environment that commands high level training at low level costs.

Program 2

Partnering with other states to provide specialty conferences and CPE for members in specialty fields.

Program 3

Maintain and enhance the advocacy role of the profession in offering input with regards to licensure and continuing professional education requirements for other professions outside the CPA...

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Maintain and enhance the advocacy role of the profession in offering input with regards to licensure and continuing professional education requirements for other professions outside the CPA profession. Provided insights to the Division of Professional Licensing on reporting requirement and administrative and other matters in the state of Utah.

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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 (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

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Governance

Voting Members
11
Independent Members
10
Employees
4
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
6
$232,126
Total Directors
11
$232,126
Key Employees
0
$0
Highest Compensated
1
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
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