The Attorney - CPA Foundation - Form 990 Financial Data

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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

1979

Legal Domicile

Phone

2163608253

Tax Period

2023-07-01 to 2024-06-30

The Attorney - CPA Foundation, founded in 1979, is a small nonprofit that reported $122K in total revenue in fiscal year 2023. Revenue surged 128% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20K, a strong 16% operating margin.

Mission

It promotes scholarly research and academic excellence in these two fields with a special emphasis on areas where Law and Accounting intersect or overlap. It promotes education of individuals studying in these joint areas.

Program Service Accomplishments

Program 1

Expenses: $101,756 Revenue: $121,513

It promotes education of individuals studying in Law and Accounting and the education of each profession and the general public about the unique qualities of duly qaulified practitioners.

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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 $78,009

Program Service Revenue $0

Investment Income $43,504

Other Revenue $0

TOTAL REVENUE $121,513

Expense Breakdown

Grants Paid $53,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $101,756

Other Expenses $48,256

TOTAL EXPENSES $101,756

Year-over-Year Comparison

	2023	2022	Change
Revenue	$121,513	$53,201	+1.3%
Expenses	$101,756	$24,200	+3.2%
Net Income	$19,757	$29,001	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patti M Richards	President/Trustee	N/A	Officer Director	$0	$0	$0
Sydney Traum	Trustee	N/A	Officer Director	$0	$0	$0
Murry Saylor	Executive Vice President	N/A	Officer Director	$0	$0	$0
Marty Davidoff	Vice President of Education/Trustee	N/A	Officer Director	$0	$0	$0
Thomas McCulloch	Secretary / Trustee	N/A	Officer Director	$0	$0	$0
Robert Scharar	Treasurer / Trustee	N/A	Officer Director	$0	$0	$0
Howard Port	Assistant Sec / Treas	N/A	Officer Director	$0	$0	$0
David Berger	Assistant Treasurer / Trustee	N/A	Officer Director	$0	$0	$0
Phillip Kass	Trustee	N/A	Director	$0	$0	$0
Richard Alphonso	Trustee	N/A	Director	$0	$0	$0
John Pramberg	Trustee	N/A	Director	$0	$0	$0
R Stephen Scott	Trustee	N/A	Director	$0	$0	$0
Joseph Brotherton	Trustee	N/A	Director	$0	$0	$0
Leonard Weiner	Trustee	N/A	Director	$0	$0	$0
Walter C Youngman Jr	Trustee	N/A	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
2025	No data	No data	No data	No data
2024	$121,513	$101,756	$1,735,910	$19,757
2023	$53,201	$24,200	$1,697,053	$29,001
2022	$154,383	$41,345	$1,687,152	$113,038
2021	$1,084,086	$48,729	$1,574,116	$1,035,357
2020	$47,392	$35,191	$538,758	$12,201
2019	$25,874	$36,488	$526,557	$-10,614
2018	$45,569	$29,490	$537,171	$16,079

The Attorney - CPA Foundation