American Academy of Attorney - Certified Public Accountants Inc (EIN 136213696) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

Michael Polis

Phone

7036831613

Tax Period

2023-10-01 to 2024-09-30

American Academy of Attorney - Certified Public Accountants Inc, founded in 1964, is a small nonprofit that reported $232K in total revenue in fiscal year 2023. The organization ran a surplus of $48K, a strong 21% operating margin.

Mission

Advance the professional practices and interests of our members.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $17,919

Program Service Revenue $179,538

Investment Income $33,309

Other Revenue $1,080

TOTAL REVENUE $231,846

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $141,392

Other Expenses $184,063

TOTAL EXPENSES $184,063

Year-over-Year Comparison

	2023	2022	Change
Revenue	$231,846	$231,807	+0.0%
Expenses	$184,063	$271,370	-0.3%
Net Income	$47,783	$-39,563	-2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Deron Harrington	Past President	1.00	Director	$0	$0	$0
Christina Doherty	President	4.00	Officer Director	$0	$0	$0
Daniel Rosefelt	Past President	2.00	Director	$0	$0	$0
Anthony Box	Ex Committee La	2.00	Director	$0	$0	$0
Michael Polis	Vice President	2.00	Officer Director	$0	$0	$0
Kaitlyn Loughner	Treasurer	2.00	Officer Director	$0	$0	$0
Daniel Rahill	Secretary	2.00	Officer Director	$0	$0	$0
Richard Chisholm	Asst Sec Treas	2.00	Officer Director	$0	$0	$0
Shimon Feldman	Director at Lar	1.00	Director	$0	$0	$0
B Knight Lancaster	Director at Lar	1.00	Director	$0	$0	$0
James Rigos	Director at Lar	1.00	Director	$0	$0	$0
Ryan Scharar	Past President	1.00	Director	$0	$0	$0
Patricia Rausch Bellucci	Attendance	1.00	Director	$0	$0	$0
Howard Port	Attendance	1.00	Director	$0	$0	$0
Basil Bain	State Rep	1.00	Director	$0	$0	$0
Judson Leibee	State Rep	1.00	Director	$0	$0	$0
Michael Murray	State Rep	1.00	Director	$0	$0	$0
William Noll	State Rep	1.00	Director	$0	$0	$0
Katherine Taylor	State Rep	1.00	Director	$0	$0	$0
Anthony Tucci	State Rep	1.00	Director	$0	$0	$0
Judy Vorndran	State Rep	1.00	Director	$0	$0	$0
John Akard	Past President	1.00	Director	$0	$0	$0
PatrickAlandt	Past President	1.00	Director	$0	$0	$0
Richard Alphonso	Past President	1.00	Director	$0	$0	$0
Robert Baranov	Past President	1.00	Director	$0	$0	$0
William Behrenfeld	Past President	1.00	Director	$0	$0	$0
David Berger	Past President	1.00	Director	$0	$0	$0
Richard Berger	Past President	1.00	Director	$0	$0	$0
Howard Bernstein	Past President	1.00	Director	$0	$0	$0
Joseph Brotherton	Past President	1.00	Director	$0	$0	$0
Joseph Cordell	Past President	1.00	Director	$0	$0	$0
E Martin Davidoff	Past President	1.00	Director	$0	$0	$0
David De Jong	Past President	1.00	Director	$0	$0	$0
Robert Driegert	Past President	1.00	Director	$0	$0	$0
Bernard Eizen	Past President	1.00	Director	$0	$0	$0
Jay Foonberg	Past President	1.00	Director	$0	$0	$0
Michele Friend	Past President	1.00	Director	$0	$0	$0
Kenneth Goodman	Past President	1.00	Director	$0	$0	$0
Phillip Kass	Director at Lar	1.00	Director	$0	$0	$0
Jo Ann Koontz	Past President	1.00	Director	$0	$0	$0
William LeVay	Past President	2.00	Director	$0	$0	$0
Thomas McCulloch	Past President	1.00	Director	$0	$0	$0
John Pramberg	Past President	1.00	Director	$0	$0	$0
Eric Rollinger	Past President	1.00	Director	$0	$0	$0
Murrary Saylor	Past President	1.00	Director	$0	$0	$0
Robert Scharar	Past President	1.00	Director	$0	$0	$0
Stephen Scott	Past President	1.00	Director	$0	$0	$0
David Slavitt	Past President	1.00	Director	$0	$0	$0
David Torchinsky	Past President	1.00	Director	$0	$0	$0
Matthew Wildes	Director at Lar	1.00	Director	$0	$0	$0
Leonard Weiner	Past President	1.00	Director	$0	$0	$0
Walter Youngman	Past President	1.00	Director	$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	$231,846	$184,063	$376,426	$47,783
2023	$231,807	$271,370	$308,746	$-39,563
2022	$258,677	$306,511	$319,643	$-47,834
2021	$244,942	$221,631	$437,257	$23,311
2020	$268,772	$247,760	$373,722	$21,012
2019	$278,749	$257,096	$414,611	$21,653
2018	$313,265	$284,783	$383,356	$28,482

American Academy of Attorney - Certified Public Accountants Inc