NATIONAL SOCIETY OF ACCOUNTANTS SCH

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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

1969

Legal Domicile

Principal Officer

JOSHUA CAULFIELD IOM

Phone

7035496400

Tax Period

2022-09-01 to 2023-08-31

NATIONAL SOCIETY OF ACCOUNTANTS SCH, founded in 1969, is a micro nonprofit in the Education sector that reported $27K in total revenue in fiscal year 2022. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $45K exceeded revenue, resulting in a 69% operating deficit.

Mission

TO PROVIDE SCHOLARSHIPS TO COLLEGE STUDENTS PURSUING CAREERS IN ACCOUNTING. THE FOUNDATION ALSO ENCOURAGES MEMBERS TO PURSUE AND ADVANCE THEIR EDUCATIONAL NEEDS IN THE ACCOUNTING PROFESSION.

Program Service Accomplishments

Program 1

Expenses: $23,000

THE FOUNDATION PROVIDES FINANCIAL ASSISTANCE TO ENABLE COLLEGE STUDENTS TO PURSUE CAREERS IN THE ACCOUNTING FIELD.

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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 (2022)

Revenue Breakdown

Contributions & Grants $10,130

Program Service Revenue $0

Investment Income $16,754

Other Revenue $0

TOTAL REVENUE $26,884

Expense Breakdown

Grants Paid $23,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,000

Other Expenses $22,476

TOTAL EXPENSES $45,476

Year-over-Year Comparison

	2022	2021	Change
Revenue	$26,884	$71,770	-0.6%
Expenses	$45,476	$11,780	+2.9%
Net Income	$-18,592	$59,990	-1.3%

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

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

$155,606

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA CAULFIELD IOM	CEO	40.00	Officer	$0	$0	$155,606
DAVE RANCOURT EA ATA ABA ARA	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
LOU HASKEL CPA	TRUSTEE	1.00	Director	$0	$0	$0
RANDY BRANDT CPA	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT F FAY CPA	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH WATSON EA	SECRETARY-TR	1.00	Officer Director	$0	$0	$0
MARK NELSON JR EA	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN J HANSON CPA EA	PRESIDENT	1.00	Officer 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	No data	No data	No data	No data
2023	$26,884	$45,476	$1,023,337	$-18,592
2022	$71,770	$11,780	$986,861	$59,990
2021	$86,900	$11,651	$1,153,840	$75,249
2021	$86,899	$15,397	$1,153,840	$71,502
2020	$76,734	$74,955	$974,305	$1,779
2019	$71,971	$117,688	$915,798	$-45,717
2018	$136,401	$58,052	$971,100	$78,349