PLANNING ACCREDITATION BOARD (EIN 421369264) - 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

1984

Legal Domicile

Principal Officer

WEIPING WU

Phone

7733347200

Tax Period

2023-10-01 to 2024-09-30

PLANNING ACCREDITATION BOARD, founded in 1984, is a small nonprofit that reported $414K in total revenue in fiscal year 2023. Expenses of $391K left a modest 5% surplus.

Mission

PERFORM ACCREDITATION REVIEWS FOR 76 COLLEGES AND UNIVERSITIES WHICH OFFER BACHELORS AND MASTERS PROGRAMSS IN PLANNING.

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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 $363,577

Program Service Revenue $32,485

Investment Income $17,681

Other Revenue $0

TOTAL REVENUE $413,743

Expense Breakdown

Grants Paid $0

Salaries & Benefits $221,471

Fundraising Expenses $0

Program Expenses $297,040

Other Expenses $169,875

TOTAL EXPENSES $391,346

Year-over-Year Comparison

	2023	2022	Change
Revenue	$413,743	$403,919	+0.0%
Expenses	$391,346	$400,873	0.0%
Net Income	$22,397	$3,046	+6.4%

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

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
JUAN MENDEZ III	DIRECTOR	2.00	Director	$0	$0	$0
BONNIE JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
DEBORAH LAWLOR	DIRECTOR	2.00	Director	$0	$0	$0
BYRON A NICHOLAS	VICE CHAIR	2.00	Director	$0	$0	$0
LOIS M TAKAHASHI	DIRECTOR	2.00	Director	$0	$0	$0
LINDA TATUM	DIRECTOR	2.00	Director	$0	$0	$0
DAWN G TERKLA	DIRECTOR	2.00	Director	$0	$0	$0
WEIPING WU	CHAIR	2.00	Director	$0	$0	$0
JESMARIE JOHNSON	EXECUTIVE DI	40.00	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	$413,743	$391,346	$564,524	$22,397
2023	$403,919	$400,873	$541,728	$3,046
2022	$360,483	$379,777	$533,963	$-19,294
2021	$334,118	$260,107	$562,109	$74,011
2020	$396,139	$286,965	$484,575	$109,174
2019	$379,668	$314,096	$375,709	$65,572
2018	$364,436	$376,435	$304,981	$-11,999

PLANNING ACCREDITATION BOARD