ACCREDITATION COUNCIL FOR ACCOUNTAN (EIN 237359633) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

JOSHUA CAULFIELD

Phone

7035496400

Tax Period

2022-09-01 to 2023-08-31

Accreditation Council for Accountancy and Taxation, founded in 1973, is a small nonprofit that reported $342K in total revenue in fiscal year 2017. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

ACAT'S MISSION IS TO ACCREDIT PROFESSIONALS WHO HAVE DEMONSTRATED KNOWLEDGE OF THE PRINCIPLES, PRACTICES, AND ETHICAL STANDARDS OF ACCOUNTING, TAXATION, INFORMATION TECHNOLOGY AND RELATED FINANCIAL SERVICES IN ORDER TO MANTAIN THE HIGHEST LEVEL OF SERVICE TO THE PUBLIC; TO PROMOTE THE VALUE, RECOGNITION AND USE OF THE ACAT CREDENTIALS; TO PROTECT THE ABILITY TO USE THE EARNED CREDENTIAL.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $207,113

Investment Income $13,386

Other Revenue $44

TOTAL REVENUE $220,543

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $255,357

TOTAL EXPENSES $255,357

Year-over-Year Comparison

	2022	2021	Change
Revenue	$220,543	$242,940	-0.1%
Expenses	$255,357	$259,083	0.0%
Net Income	$-34,814	$-16,143	+1.2%

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

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
JOSHUA CAULFIELD	CEO	40.00	Highest	$0	$0	$155,606
JESICA ABELLA EA ABA	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MARY A LEMONS EA ABA	PRESIDENT	1.00	Officer Director	$0	$0	$0
SUSAN M STRAUTMAN CPA ABA	DIRECTOR	1.00	Director	$0	$0	$0
JANET C DOWNS EA ATA ABA ARA	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
CYNTHIA HUNT EA ATA	PAST PRESIDE	1.00	Director	$0	$0	$0
STEPHEN T HILL CPA	DIRECTOR	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	No data	No data	No data	No data
2023	$220,543	$255,357	$642,437	$-34,814
2022	$242,940	$259,083	$742,029	$-16,143
2021	$270,567	$261,791	$774,857	$8,776
2020	$287,276	$259,834	$686,845	$27,442
2019	$314,199	$311,485	$692,908	$2,714
2018	$341,783	$343,319	$699,799	$-1,536

ACCREDITATION COUNCIL FOR ACCOUNTAN