OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (EIN 930462679) - 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

1908

Legal Domicile

Principal Officer

SHERRI LD MCPHERSON

Phone

5036417200

Tax Period

2023-04-01 to 2024-03-31

OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, founded in 1908, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2023.

Mission

PROFESSIONAL ORGANIZATION FOR CERTIFIED PUBLIC ACCOUNTANTS IN THE STATE OF OREGON

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,752,341

Investment Income $131,443

Other Revenue $-92,029

TOTAL REVENUE $2,791,755

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,279,964

Fundraising Expenses $0

Other Expenses $1,453,734

TOTAL EXPENSES $2,733,698

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,791,755	$2,883,101	0.0%
Expenses	$2,733,698	$2,811,703	0.0%
Net Income	$58,057	$71,398	-0.2%

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

350

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

$415,063

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY M ALLEN	CHAIR	2.00	Officer Director	$0	$0	$0
GARY A HOLCOMB	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JOHN D HAWKINS	CHAIR-ELECT	2.00	Officer Director	$0	$0	$0
GEOFFREY T DOUGALL	PAST CHAIR	1.00	Officer Director	$0	$0	$0
ADAM RK ABPLANALP	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID S PORTER	TREASURER	1.00	Officer Director	$0	$0	$0
KAREN C ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN D GROVER	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN S KURZ	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY K NASH	DIRECTOR	1.00	Director	$0	$0	$0
PEDRO J NUNEZ DIEGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
RAY L WIDMER III	DIRECTOR	1.00	Director	$0	$0	$0
YVONNE D ZBRANAK	DIRECTOR	1.00	Director	$0	$0	$0
SHERRI LD MCPHERSON	PRESIDENT/CEO	40.00	Officer	$230,792	$28,976	$259,768
DARLENE E BOLES	VICE PRESIDENT/COO	40.00	Officer	$134,368	$20,927	$155,295

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	No data	No data	No data	No data
2024	$2,791,755	$2,733,698	$4,455,719	$58,057
2023	$2,883,101	$2,811,703	$4,311,085	$71,398
2022	$3,002,027	$2,578,047	$4,261,945	$423,980
2021	$3,006,712	$2,523,067	$3,926,575	$483,645
2020	$3,228,212	$3,166,989	$3,065,351	$61,223
2019	$3,246,202	$3,105,578	$3,322,238	$140,624
2018	$3,142,481	$3,070,222	$3,072,036	$72,259

OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS