WASHINGTON SOCIETY OF CERTIFIED PUBLIC A

EIN: 910462093

BELLEVUE, WA

Total Revenue
$3,575,910
Total Expenses
$4,142,610
Total Assets
$13,184,271
Net Assets
$11,430,522
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1905
Legal Domicile
WA
Principal Officer
KIMBERLY SCOTT
Phone
4256444800
Tax Period
2024-06-01 to 2025-05-31

WASHINGTON SOCIETY OF CERTIFIED PUBLIC A, founded in 1905, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2024. Expenses of $4.1M exceeded revenue, resulting in a 16% operating deficit.

Mission

WE ARE A COMMUNITY OF CPAS AND FINANCIAL PROFESSIONALS CULTIVATING AUTHENTIC RELATIONSHIPS, UNIQUE LEARNING EXPERIENCES, AND PURPOSEFUL ADVOCACY FOR OUR FUTURE.

Program Service Accomplishments

Program 1

THE WSCPA PROVIDES MORE THAN 2,500 CONTINUING EDUCATION SEMINARS, CONFERENCES, AND WEBCASTS/WEBINARS THROUGHOUT THE STATE, SUPPORTING REQUIREMENTS FOR CPAS TO STAY CURRENT ON PROFESSIONAL STANDARDS...

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THE WSCPA PROVIDES MORE THAN 2,500 CONTINUING EDUCATION SEMINARS, CONFERENCES, AND WEBCASTS/WEBINARS THROUGHOUT THE STATE, SUPPORTING REQUIREMENTS FOR CPAS TO STAY CURRENT ON PROFESSIONAL STANDARDS AND TECHNICAL ISSUES RELATED TO THEIR AREAS OF PRACTICE. ALL IN-PERSON COURSES PROVIDE OPPORTUNITIES TO BUILD PROFESSIONAL AND PERSONAL NETWORKS.

Program 2

THE WSCPA HOSTS NUMEROUS LIVE EVENTS, INCLUDING SIGNATURE CONFERENCES AND NETWORKING RECEPTIONS, OFFERING MEMBERS THE CHANCE TO ENGAGE WITH ACCOUNTING PROFESSION LEADERS, EARN CPE CREDITS, AND...

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THE WSCPA HOSTS NUMEROUS LIVE EVENTS, INCLUDING SIGNATURE CONFERENCES AND NETWORKING RECEPTIONS, OFFERING MEMBERS THE CHANCE TO ENGAGE WITH ACCOUNTING PROFESSION LEADERS, EARN CPE CREDITS, AND ENHANCE THEIR PROFESSIONAL DEVELOPMENT IN A DYNAMIC, IN-PERSON SETTING.

Program 3

THE WSCPA, ON BEHALF OF ITS MEMBERS, ACTIVELY ENGAGES IN ADVOCACY EFFORTS BY WORKING WITH STATE AND FEDERAL POLICYMAKERS TO INFLUENCE LEGISLATION AND REGULATIONS THAT IMPACT THE ACCOUNTING...

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THE WSCPA, ON BEHALF OF ITS MEMBERS, ACTIVELY ENGAGES IN ADVOCACY EFFORTS BY WORKING WITH STATE AND FEDERAL POLICYMAKERS TO INFLUENCE LEGISLATION AND REGULATIONS THAT IMPACT THE ACCOUNTING PROFESSION, ENCOURAGING AND SUPPORTING STUDENTS TO BECOME CPAS, AND ENGAGING NATIONALLY WITH OTHER STATE SOCIETIES ON ISSUES AFFECTING THE PROFESSION.

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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 $1,548,128
Program Service Revenue $1,599,010
Investment Income $280,501
Other Revenue $148,271
TOTAL REVENUE $3,575,910

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,143,836
Fundraising Expenses $0
Other Expenses $1,998,774
TOTAL EXPENSES $4,142,610

Year-over-Year Comparison

2024 2023 Change
Revenue $3,575,910 $3,570,570 +0.0%
Expenses $4,142,610 $3,994,698 +0.0%
Net Income $-566,700 $-424,128 +0.3%
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
15
Independent Members
14
Employees
23
Volunteers
375

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
$341,266
Total Directors
15
$341,266
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEANETTE KEBEDE VP COMMUNICATIONS AND TECH 40.00
Highest
$112,138 $24,732 $136,870
KIMBERLY SCOTT PRESIDENT & CEO 40.00
Officer Director
$306,738 $34,528 $341,266
SARAH FUNK CHAIR 0.50
Officer Director
$0 $0 $0
JOEL WILLIAMS VICE CHAIR 0.50
Officer Director
$0 $0 $0
ED RAMOS TREASURER 0.50
Officer Director
$0 $0 $0
RICHARD BURGER MACKEY SECRETARY 0.50
Officer Director
$0 $0 $0
ANDREW BRAJCICH PAST CHAIR 0.50
Officer Director
$0 $0 $0
ELIZABETH REDMOND DIRECTOR 0.50
Director
$0 $0 $0
RAQUEL NELSON DIRECTOR 0.50
Director
$0 $0 $0
URSULA PERKINS DIRECTOR 0.50
Director
$0 $0 $0
DAVID H TOGAMI DIRECTOR 0.50
Director
$0 $0 $0
WRITU KAKSHAPATI DIRECTOR 0.50
Director
$0 $0 $0
JAMIELYN HUENERS DIRECTOR 0.50
Director
$0 $0 $0
JILLIAN ROBISON DIRECTOR 0.50
Director
$0 $0 $0
MICHAELA D KAY DIRECTOR 0.50
Director
$0 $0 $0
SCOTT D RODGERS DIRECTOR 0.50
Director
$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
2025 $3,575,910 $4,142,610 $13,184,271 $-566,700
2024 $3,570,570 $3,994,698 $13,117,603 $-424,128
2023 $4,060,313 $4,185,838 $12,488,548 $-125,525
2022 $8,726,850 $3,962,615 $11,573,486 $4,764,235
2021 $4,161,404 $3,738,009 $7,729,124 $423,395
2020 $4,370,872 $4,135,509 $5,434,749 $235,363
2019 $4,530,785 $4,524,043 $6,480,173 $6,742
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