THE NATIONAL CONFERENCE OF CPA

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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

1979

Legal Domicile

Tax Period

2023-11-01 to 2024-10-31

THE NATIONAL CONFERENCE OF CPA, founded in 1979, is a small nonprofit that reported $196K in total revenue in fiscal year 2023. Expenses of $247K exceeded revenue, resulting in a 26% operating deficit.

Program Service Accomplishments

Program 1

Expenses: $162,894

PROMOTED THE EXCHANGE OF IDEAS AND INFORMATION AMOUNG OUR MEMBERS

Program 2

Expenses: $73,333

PROVIDED A MEANS FOR MEMBERS TO DEVELOP AND MAINTAIN SKILLS NECESSARY TO BESUCCESSFUL IN THE COMPETITIVE BUSINESS ENVIRONMENT

Program 3

Expenses: $1,618

ADVOCATED ISSUES AND MATTERS WHICH AFFECT OUR MEMBERS AND MONITORED, ANTICIPATED ANDRESPONDED TO CHANGES IN 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $187,068

Program Service Revenue $6,420

Investment Income $2,154

Other Revenue $0

TOTAL REVENUE $195,642

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,161

Fundraising Expenses $0

Program Expenses $237,845

Other Expenses $170,399

TOTAL EXPENSES $246,560

Year-over-Year Comparison

	2023	2022	Change
Revenue	$195,642	$200,062	0.0%
Expenses	$246,560	$243,451	+0.0%
Net Income	$-50,918	$-43,389	+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

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	Role	Reportable Comp	Other Comp	Total
MICHAEL HYMES	DIRECTOR	Director	$0	$0	$0
IRENE WACHSLER	DIRECTOR	Director	$0	$0	$0
MICHAEL SEIDENBERG	DIRECTOR	Director	$0	$0	$0
VARUN KATHAIT	DIRECTOR	Director	$0	$0	$0
SANDRA JOHNSON	DIRECTOR	Director	$0	$0	$0
JOSEPH CALAMIA II	DIRECTOR	Director	$0	$0	$0
ROBERT BROWN	DIRECTOR	Director	$0	$0	$0
GARY BROWN	VICE PRESIDENT	Officer	$0	$0	$0
NORMAN FLEISCHER	EXECUTIVE VICE PRESIDENT	Officer	$0	$0	$0
NEIL FISHMAN	PRESIDENT	Officer	$0	$0	$0
BARRY ZALK	TREASURER	Officer	$0	$0	$0
KENNETH HAUPMAN	SECRETARY	Officer	$0	$0	$0
DAVID ROTHFELD JOHNSON	VICE PRESIDENT	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	$195,642	$246,560	$246,707	$-50,918
2023	$200,062	$243,451	$284,586	$-43,389
2022	$232,076	$264,034	$478,932	$-31,958
2021	$229,154	$208,853	$373,497	$20,301
2020	$211,554	$205,290	$373,623	$6,264
2019	$214,021	$272,287	$385,090	$-58,266
2019	$200,186	$250,624	$345,478	$-50,438