ACCENTURE CHARITABLE TRUST INC (EIN 271820514) - 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

2010

Legal Domicile

Principal Officer

BRENDA DWYER

Phone

3126930016

Tax Period

2023-09-01 to 2024-08-31

ACCENTURE CHARITABLE TRUST INC, founded in 2010, is a micro nonprofit in the Human Services sector that reported $77K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $22K, a strong 28% operating margin.

Mission

ACCENTURE CHARITABLE TRUST, INC. IS A TAX-EXEMPT CHARITY THAT PROVIDES SHORT-TERM (SCHEDULE O) FINANCIAL ASSISTANCE TO US BASED ACCENTURE EMPLOYEES, THEIR SPOUSES, DOMESTIC PARTNERS AND IRS DEFINED DEPENDENTS EXPERIENCING SEVERE FINANCIAL HARDSHIP AS A RESULT OF AN IMMEDIATE, UNFORESEEN, AND EXTRAORDINARY EMERGENCY OR CATASTROPHIC DISASTER.

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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 (2023)

Revenue Breakdown

Contributions & Grants $76,578

Program Service Revenue $0

Investment Income $212

Other Revenue $0

TOTAL REVENUE $76,790

Expense Breakdown

Grants Paid $17,458

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,452

Other Expenses $37,682

TOTAL EXPENSES $55,140

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,790	$102,402	-0.3%
Expenses	$55,140	$94,050	-0.4%
Net Income	$21,650	$8,352	+1.6%

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
TONI CORBAN	DIRECTOR	1.00	Director	$0	$0	$0
MARC WEINSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
BETTY MCCORMACK	DIRECTOR	1.00	Director	$0	$0	$0
KAREN MCDONNELL	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA DWYER	PRESIDENT	4.00	Officer	$0	$0	$0
CONSTANTINA DESERVI	VICE PRESIDENT	4.00	Officer	$0	$0	$0
WASSIE JIFFAR	SECRETARY	4.00	Officer	$0	$0	$0
MAUREEN VAN DYKE	ASSISTANT TREASURER	4.00	Officer	$0	$0	$0
JOAN CARRIGAN	TREASURER	4.00	Officer	$0	$0	$0
PETER SALVATO	TAX DIRECTOR (TERM 2/2024)	4.00	Officer	$0	$0	$0
KRISTINA KERWIN	LEGAL COUNSEL	4.00	Officer	$0	$0	$0
MATTHEW GRIGGS	TAX DIRECTOR	4.00	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
2024	$76,790	$55,140	$509,181	$21,650
2023	$102,402	$94,050	$487,531	$8,352
2022	$153,428	$92,002	$479,179	$61,426
2021	$128,924	$165,492	$417,753	$-36,568
2020	$117,209	$238,451	$461,083	$-121,242
2019	$42,047	$70,111	$575,563	$-28,064
2018	$498,575	$645,807	$603,627	$-147,232

ACCENTURE CHARITABLE TRUST INC