NATIONAL CPA HEALTH CARE ADVISOR A… - 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

1995

Legal Domicile

Principal Officer

CHRISTINA SANDERS

Phone

6152083170

Tax Period

2022-10-01 to 2023-09-30

NATIONAL CPA HEALTH CARE ADVISOR ASSOC, founded in 1995, is a small nonprofit that reported $194K in total revenue in fiscal year 2022. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE MEMBERS RESOURCES IN EDUCATION AND MARKETING AND TO FOSTER NETWORKING AMONG HIGH-QUALITY, COMPREHENSIVE BUSINESS ADVISORY SERVICES TO MEMBERS AND THE CLIENTS THEY SERVE.

Program Service Accomplishments

Program 1

Expenses: $138,218 Revenue: $134,370

EDUCATIONAL CONFERENCES WERE HELD FOR CERTIFIED PUBLIC ACCOUNTANTS AND OTHER PROFESSIONAL ASSOCIATES, BENEFITTING APPROXIMATELY 90 INDIVIDUALS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $60,025

Program Service Revenue $134,370

Investment Income $0

Other Revenue $0

TOTAL REVENUE $194,395

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $138,218

Other Expenses $203,154

TOTAL EXPENSES $203,154

Year-over-Year Comparison

	2022	2021	Change
Revenue	$194,395	$154,815	+0.3%
Expenses	$203,154	$209,494	0.0%
Net Income	$-8,759	$-54,679	-0.8%

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

N/A

Employees

N/A

Volunteers

N/A

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
PETER MATWIJIW	PRESIDENT	1.00	Officer	$0	$0	$0
CHRISTINA SANDERS	VICE PRESIDENT	1.00	Officer	$0	$0	$0
TASHA RAVINOWICH	TREASURER	1.00	Officer	$0	$0	$0
JUSTIN BRYAN	SECRETARY	1.00	Officer	$0	$0	$0
BOYLE HENDERSON	PAST PRESIDENT	1.00	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
2023	$194,395	$203,154	$113,904	$-8,759
2022	$154,815	$209,494	$145,962	$-54,679
2021	$241,100	$132,905	$174,107	$108,195
2020	$234,098	$193,622	$64,183	$40,476
2019	$214,887	$187,475	$48,914	$27,412

NATIONAL CPA HEALTH CARE ADVISOR ASSOC