AMERICAN CONGREGATIONAL ASSOCIATION (EIN 042103658) - 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

1854

Legal Domicile

Principal Officer

MICHAEL AHEARN

Phone

6175230470

Tax Period

2023-04-01 to 2024-03-31

AMERICAN CONGREGATIONAL ASSOCIATION, founded in 1854, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 143% from the prior year, signaling strong growth momentum. Expenses of $1.9M exceeded revenue, resulting in a 84% operating deficit.

Mission

THE ORGANIZATION COLLECTS, PRESERVES, AND MAKES AVAILABLE MATERIALS TO ADVANCE THE STUDY AND DEEPER UNDERSTANDING OF THE CONGREGATIONAL STORY, A CRUCIAL INFLUENCE ON AMERICA'S SPIRITUAL, INTELLECTUAL, CULTURAL, AND CIVIC TRADITIONS.

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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 $263,155

Program Service Revenue $2,089

Investment Income $780,159

Other Revenue $6,862

TOTAL REVENUE $1,052,265

Expense Breakdown

Grants Paid $6,500

Salaries & Benefits $716,152

Fundraising Expenses $230,040

Program Expenses $1,362,735

Other Expenses $1,208,330

TOTAL EXPENSES $1,931,332

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,052,265	$432,757	+1.4%
Expenses	$1,931,332	$1,777,081	+0.1%
Net Income	$-879,067	$-1,344,324	-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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$182,918

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD ELLIOTT	CHAIR	5.00	Officer Director	$0	$0	$0
JEAN ALEXANDER	VICE CHAIR	5.00	Officer Director	$0	$0	$0
MICHAEL AHEARN	TREASURER	5.00	Officer Director	$0	$0	$0
RICHARD J BOLES	DIRECTOR	5.00	Director	$0	$0	$0
MAXWELL GRANT	DIRECTOR	5.00	Director	$0	$0	$0
JONATHAN GUEST	DIRECTOR	5.00	Director	$0	$0	$0
THOMAS KNOLES	DIRECTOR	5.00	Director	$0	$0	$0
STEPHEN G RAY JR	DIRECTOR	5.00	Director	$0	$0	$0
JONATHAN C ROACH	DIRECTOR	5.00	Director	$0	$0	$0
DAVID CLEAVER-BARTHOLOMEW	DIRECTOR	5.00	Director	$0	$0	$0
BRETT FREIBURGER	DIRECTOR	5.00	Director	$0	$0	$0
SARA GEORGINI	DIRECTOR	5.00	Director	$0	$0	$0
NANCY TAYLOR	DIRECTOR	5.00	Director	$0	$0	$0
LAURA HAMBY	DIRECTOR	5.00	Director	$0	$0	$0
DONALDSON HILL	DIRECTOR	5.00	Director	$0	$0	$0
REV DR CHARLES PACKER	DIRECTOR	5.00	Director	$0	$0	$0
DR JULIA M SPELLER	DIRECTOR	5.00	Director	$0	$0	$0
KYLE ROBERTS	EXECUTIVE DIRECTOR	35.00	Officer	$152,897	$30,021	$182,918

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	$1,052,265	$1,931,332	$39,357,031	$-879,067
2023	$432,757	$1,777,081	$36,769,838	$-1,344,324
2022	$2,216,371	$1,575,693	$42,360,042	$640,678
2021	$1,430,069	$1,619,888	$43,492,443	$-189,819
2020	$1,782,462	$1,602,742	$38,407,973	$179,720
2019	$1,854,266	$1,588,427	$38,806,063	$265,839
2018	$16,368,563	$1,988,387	$27,227,072	$14,380,176

AMERICAN CONGREGATIONAL ASSOCIATION