The Attorney - CPA Foundation

EIN: 341287607 501(c)(3)

Cleveland, OH

Total Revenue
$121,513
Total Expenses
$101,756
Total Assets
$1,735,910
Net Assets
$1,735,910
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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
OH
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.

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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%)

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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

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Governance

Voting Members
14
Independent Members
14
Employees
N/A
Volunteers
15

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
8
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
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
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