ASSOCIATION OF CHARTERED ACCOUNTANTS IN THE UNITED STATESLTD (EIN 061215798) - 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

1982

Legal Domicile

Principal Officer

ALAN FAGAN

Phone

3128063398

Tax Period

2023-01-01 to 2023-12-31

ASSOCIATION OF CHARTERED ACCOUNTANTS IN THE UNITED STATESLTD, founded in 1982, is a small nonprofit in the Community Improvement sector that reported $274K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $246K left a modest 10% surplus.

Mission

ACAUS PROVIDES INFORMATION AND EDUCATION TO CHARTERED ACCOUNTANTS IN THE USA,ACAUS PROVIDES A FORUM FOR ITS MEMBERSHIP THROUGH SOCIAL MEETINGS,NEWSLETTERS,WEBCASTS AND A WEBSITE.

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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 $208,548

Program Service Revenue $65,923

Investment Income $0

Other Revenue $0

TOTAL REVENUE $274,471

Expense Breakdown

Grants Paid $0

Salaries & Benefits $110,528

Fundraising Expenses $0

Program Expenses $162,159

Other Expenses $135,132

TOTAL EXPENSES $245,660

Year-over-Year Comparison

	2023	2022	Change
Revenue	$274,471	$203,796	+0.3%
Expenses	$245,660	$270,112	-0.1%
Net Income	$28,811	$-66,316	-1.4%

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

$110,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID POWELL	CHIEF EXECUTIVE	40.00	Officer	$110,000	$0	$110,000
CONALL MCGONAGLE	PAST PRESIDENT	20.00	Director	$0	$0	$0
CHRIS EASTON	PAST PRESIDENT	20.00	Director	$0	$0	$0
DAVID FREEMAN	AT LARGE BOARD MEM	5.00	Director	$0	$0	$0
VERONICA BEILBY	OLD SECRETARY	5.00	Director	$0	$0	$0
CLAIRE IBALL	CAI REP	2.00	Director	$0	$0	$0
NATASHA HOLBECK	SAICA REP	2.00	Director	$0	$0	$0
MARK COLES	ICAEW REP	2.00	Director	$0	$0	$0
RYAN CLACHER	DIRECTOR MEMBER	5.00	Director	$0	$0	$0
VERNON SOARE	ADVOCACY EAST	2.00	Director	$0	$0	$0
KENNETH CROARKIN	CAW REP	2.00	Director	$0	$0	$0
JAYSON POULTON	ICAS REP	2.00	Director	$0	$0	$0
ALAN FAGAN	TREASURER	5.00	Director	$0	$0	$0
SHANE ROGERS	PRESIDENT	20.00	Officer Director	$0	$0	$0
ROS ROBERTS	SECRETARY	20.00	Officer Director	$0	$0	$0
NANCY CHADABUKA	VICE PRESIDENT	20.00	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	No data	No data	No data	No data
2023	$274,471	$245,660	$96,214	$28,811
2022	$203,796	$270,112	$72,275	$-66,316

ASSOCIATION OF CHARTERED ACCOUNTANTS IN THE UNITED STATESLTD