AICPA BENEVOLENT FUND INC (EIN 136168775) - 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

1933

Legal Domicile

Principal Officer

TIMOTHY LASPALUTO

Phone

9194024500

Tax Period

2024-01-01 to 2024-12-31

AICPA BENEVOLENT FUND INC, founded in 1933, is a small nonprofit that reported $776K in total revenue in fiscal year 2024. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $443K, a strong 57% operating margin.

Mission

THE AIPCA BENEVOLENT FUND PROVIDES FINANCIAL ASSISTANCE TO MEMBERS AND THEIR FAMILIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $202,556

Program Service Revenue $0

Investment Income $573,133

Other Revenue $0

TOTAL REVENUE $775,689

Expense Breakdown

Grants Paid $126,370

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $126,370

Other Expenses $206,037

TOTAL EXPENSES $332,407

Year-over-Year Comparison

	2024	2023	Change
Revenue	$775,689	$447,652	+0.7%
Expenses	$332,407	$322,196	+0.0%
Net Income	$443,282	$125,456	+2.5%

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

$638,053

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXANDRIA ROMERO	TRUSTEE	0.30	Director	$0	$0	$0
AMANDA HORVATH	TRUSTEE	0.30	Director	$0	$0	$0
ANDY MINTZER	BOARD LIAISON (OUTGOING)	0.30	Director	$0	$0	$0
BETH A REHO	TRUSTEE (OUTGOING)	0.30	Director	$0	$0	$0
BRIDGET KAIGLER	TRUSTEE	0.30	Director	$0	$0	$0
CHARLOTT JONES	TRUSTEE	0.30	Director	$0	$0	$0
JACQUELYN TRACY	BOARD LIAISON (INCOMING)	0.30	Director	$0	$0	$0
JOSHUA RUSSELL	TRUSTEE	0.30	Director	$0	$0	$0
KRISTINE HULL	TRUSTEE	0.30	Director	$0	$0	$0
LEONIE EZEGBUNAM	TRUSTEE (INCOMING)	0.30	Director	$0	$0	$0
RONALD A GITZ	PRESIDENT	0.30	Officer Director	$0	$0	$0
TIMOTHY J LASPALUTO	SECRETARY/TREASURER	0.30	Officer	$0	$53,068	$638,053

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	$775,689	$332,407	$13,955,808	$443,282
2023	$447,652	$322,196	$12,586,185	$125,456
2022	$509,981	$303,614	$10,990,699	$206,367
2021	$816,916	$305,634	$13,348,018	$511,282
2020	$580,023	$266,561	$11,750,530	$313,462
2019	$496,698	$269,922	$10,207,316	$226,776
2018	$493,758	$811,700	$8,451,224	$-317,942

AICPA BENEVOLENT FUND INC