AMERICAN COLLEGE OF BANKRUPTCY FOUNDATION (EIN 010656156) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

MARJORIE KAUFMAN

Phone

4349396005

Tax Period

2024-01-01 to 2024-12-31

AMERICAN COLLEGE OF BANKRUPTCY FOUNDATION, founded in 2002, is a small nonprofit in the Education sector that reported $580K in total revenue in fiscal year 2018. The organization ran a surplus of $100K, a strong 17% operating margin.

Mission

TO PROMOTE THE EDUCATIONAL AND CHARITABLE ACTIVITIES OF THE AMERICAN COLLEGE OF BANKRUPTCY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $778,528

Program Service Revenue $0

Investment Income $329,492

Other Revenue $2,377

TOTAL REVENUE $1,110,397

Expense Breakdown

Grants Paid $718,391

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $718,391

Other Expenses $95,189

TOTAL EXPENSES $813,580

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,110,397	$821,124	+0.4%
Expenses	$813,580	$693,544	+0.2%
Net Income	$296,817	$127,580	+1.3%

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES A BECKHAM JR	PRESIDENT UNTIL MARCH	0.30	Officer Director	$0	$0	$0
PATRICIA REDMOND	PRESIDENT AS OF MARCH	0.30	Officer Director	$0	$0	$0
JAN HAYDEN	CHAIR	0.30	Officer Director	$0	$0	$0
VINCENT E LAZAR	VICE CHAIR	0.30	Officer Director	$0	$0	$0
LISA M SCHWEITZER	SECRETARY	0.50	Officer Director	$0	$0	$0
REBECCA A ROOF	TREASURER UNTIL MARCH	0.50	Officer Director	$0	$0	$0
MARJORIE KAUFMAN DIRECTOR	UNTIL MARCH, THEN TREASURER	0.30	Officer Director	$0	$0	$0
STEVEN N BERGER	DIRECTOR	0.30	Director	$0	$0	$0
MARK SHINDERMAN	DIRECTOR	0.30	Director	$0	$0	$0
JAY M GOFFMAN	DIRECTOR	0.30	Director	$0	$0	$0
JULIO E MENDOZA	DIRECTOR	0.30	Director	$0	$0	$0
LYNN LEWIS TAVENNER	DIRECTOR	0.30	Director	$0	$0	$0
LEYZA F BLANCO	DIRECTOR	0.30	Director	$0	$0	$0
JAY BENDER	DIRECTOR	0.30	Director	$0	$0	$0
KATHRYN A COLEMAN	DIRECTOR	0.30	Director	$0	$0	$0
MICHAEL R JOHNSON	DIRECTOR	0.30	Director	$0	$0	$0
DWAYNE MURRAY	DIRECTOR	0.30	Director	$0	$0	$0
SCOTT WOLFSON	DIRECTOR	0.30	Director	$0	$0	$0
HON JOHN HOFFMAN	DIRECTOR	0.30	Director	$0	$0	$0
CHRISTINE E DEVINE	DIRECTOR AS OF MARCH	0.30	Director	$0	$0	$0
LAURA DAVIS JONES	DIRECTOR AS OF MARCH	0.30	Director	$0	$0	$0
WARREN A USITANE	DIRECTOR AS OF MARCH	0.30	Director	$0	$0	$0
TRAVIS TORRENCE	DIRECTOR AS OF MARCH	0.30	Director	$0	$0	$0
JULIE B TEICHER	DIRECTOR AS OF MARCH	0.30	Director	$0	$0	$0
FELICIA PERLMAN	DIRECTOR AS OF MARCH	0.30	Director	$0	$0	$0
CAROLINE A RECKLER	DIRECTOR AS OF MARCH	0.30	Director	$0	$0	$0
ERIC L JOHNSON	DIRECTOR AS OF MARCH	0.30	Director	$0	$0	$0
CHRISTOPHER M CANDON	DIRECTOR AS OF MARCH	0.50	Director	$0	$0	$0
ISABEL C BALBOA	DIRECTOR UNTIL MARCH	0.30	Director	$0	$0	$0
J SCOTT VICTOR	DIRECTOR UNTIL MARCH	0.30	Director	$0	$0	$0
WILLIAM WALLANDER	DIRECTOR UNTIL MARCH	0.30	Director	$0	$0	$0
PROF ELIZABETH TASHIJAN	DIRECTOR UNTIL MARCH	0.30	Director	$0	$0	$0
DAVID A WARFIELD	DIRECTOR UNTIL MARCH	0.30	Director	$0	$0	$0
E FRANK CHILDRESS JR	DIRECTOR UNTIL MARCH	0.30	Director	$0	$0	$0
PATRICK J NASH	DIRECTOR UNTIL MARCH	0.30	Director	$0	$0	$0
NORMAN L PERNICK	DIRECTOR UNTIL MARCH	0.30	Director	$0	$0	$0
ROBERT J ROSENBERG SR	SENIOR DIRECTOR	0.30	Director	$0	$0	$0
SHARI BEDKER	EXECUTIVE DIRECTOR UNTIL JUNE	0.50	Officer	$0	$0	$0
ALEXANDRA CC SCHNAPP	EXECUTIVE DIRECTOR AS OF JULY	0.50	Officer	$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
2024	$1,110,397	$813,580	$3,110,544	$296,817
2023	$821,124	$693,544	$2,797,100	$127,580
2022	$751,369	$541,573	$2,392,232	$209,796
2021	$735,104	$515,923	$2,480,558	$219,181
2020	$658,174	$412,783	$2,167,419	$245,391
2019	$596,190	$511,569	$1,752,197	$84,621
2018	$580,317	$480,676	$1,596,312	$99,641

AMERICAN COLLEGE OF BANKRUPTCY FOUNDATION