PROFESSIONAL ASSOCIATION OF SMALL BUSINESS ACCOUNTANTS (EIN 364486314) - 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

2001

Legal Domicile

Principal Officer

JORDAN BENNETT

Phone

9133780707

Tax Period

2024-07-01 to 2025-06-30

PROFESSIONAL ASSOCIATION OF SMALL BUSINESS ACCOUNTANTS, founded in 2001, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $208K, a strong 19% operating margin.

Mission

ASSOCIATION FORMED TO DEVELOP AND EXCHANGE INFORMATION PERTAINING TO MANAGEMENT AND MARKETING OF ACCOUNTING FIRMS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,054,822

Investment Income $60,958

Other Revenue $0

TOTAL REVENUE $1,115,780

Expense Breakdown

Grants Paid $10,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $897,192

TOTAL EXPENSES $907,692

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,115,780	$978,593	+0.1%
Expenses	$907,692	$751,189	+0.2%
Net Income	$208,088	$227,404	-0.1%

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

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
CARL CORNELIUSON	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
STEPHANIE KIMAK	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
ERIN ANDREWS	PRESIDENT	5.00	Officer Director	$0	$0	$0
STEVE DEIFENDEIFER	MEMBER	5.00	Director	$0	$0	$0
RENEE DAGGETT	SECRETARY	5.00	Officer Director	$0	$0	$0
CRAIG HAUSZ	TREASURER	5.00	Officer Director	$0	$0	$0
STEPHEN STOKES	MEMBER	5.00	Director	$0	$0	$0
TYLER THOMPSON	MEMBER	5.00	Director	$0	$0	$0
JOY LUTZ	MEMBER	5.00	Director	$0	$0	$0
JOHN DRAWDY	MEMBER	5.00	Director	$0	$0	$0
JORDAN BENNETT	EXECUTIVE DIRECTOR	5.00	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
2025	$1,115,780	$907,692	$1,362,370	$208,088
2024	$978,593	$751,189	$1,169,592	$227,404
2023	$820,996	$643,659	$913,288	$177,337
2022	$781,476	$607,335	$741,303	$174,141
2021	$415,335	$254,169	$568,733	$161,166
2020	$424,974	$357,100	$394,811	$67,874
2019	$514,424	$538,914	$338,641	$-24,490

PROFESSIONAL ASSOCIATION OF SMALL BUSINESS ACCOUNTANTS