NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS SAN FRAN (EIN 237330129) - 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

1969

Legal Domicile

Tax Period

2020-07-01 to 2021-06-30

NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS SAN FRAN, founded in 1969, is a small nonprofit that reported $151K in total revenue in fiscal year 2020. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 38% operating margin.

Mission

OUR MISSION IS TO ADDRESS THE PROFESSIONAL NEEDS OF OUR MEMBERS AND TO BUILD LEADERS TO SHAPE THE FUTURE OF THE ACCOUNTING AND FINANCE PROFESSION.

🔒

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 (2020)

Revenue Breakdown

Contributions & Grants $150,985

Program Service Revenue $0

Investment Income $7

Other Revenue $0

TOTAL REVENUE $150,992

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $941

Program Expenses $85,630

Other Expenses $94,099

TOTAL EXPENSES $94,099

Year-over-Year Comparison

	2020	2019	Change
Revenue	$150,992	$91,808	+0.6%
Expenses	$94,099	$59,106	+0.6%
Net Income	$56,893	$32,702	+0.7%

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
PETRINA ALEXANDE PERTEET	TRUSTEE	5.00	Director	$0	$0	$0
PORSHA WHITE	TRUSTEE	5.00	Director	$0	$0	$0
TAWANA NICHOLS	TRUSTEE	5.00	Director	$0	$0	$0
FOLA SAWYER	TRUSTEE	5.00	Director	$0	$0	$0
JEFFERY RUGLEY	TRUSTEE	5.00	Director	$0	$0	$0
RANTI AKANDE	TRUSTEE	5.00	Director	$0	$0	$0
STEPHANIE HEYWARD	TREASURER	10.00	Officer	$0	$0	$0
SHANI BLEVINS	PRESIDENT	10.00	Officer	$0	$0	$0
ANDREA TAYLOR	RECORDING SECRETARY	5.00	Officer	$0	$0	$0
FARITA TONEY	FINANCIAL SECRETARY	5.00	Officer	$0	$0	$0
CHIKA OBIH	VICE PRESIDENT	10.00	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
2021	$150,992	$94,099	$320,319	$56,893
2020	$91,808	$59,106	$153,182	$32,702
2019	$98,027	$66,940	$122,375	$31,087

NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS SAN FRAN