NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS INC - Eastern Region (EIN 521714412) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

Rautz Marc

Phone

9784761915

Tax Period

2019-07-01 to 2020-06-30

NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS INC - Eastern Region, founded in 1970, is a small nonprofit that reported $359K in total revenue in fiscal year 2019. Expenses of $347K left a modest 3% surplus.

Mission

To address the professional needs of its members and to develop leaders who will shape the future of accounting and finance professions with a commitment to inspire the same in their successors.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $344,581

Investment Income $13,996

Other Revenue $0

TOTAL REVENUE $358,577

Expense Breakdown

Grants Paid $46,950

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $323,690

Other Expenses $300,233

TOTAL EXPENSES $347,183

Year-over-Year Comparison

	2019	2018	Change
Revenue	$358,577	$337,738	+0.1%
Expenses	$347,183	$305,851	+0.1%
Net Income	$11,394	$31,887	-0.6%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Kerri Patrick	Vice President	8	Officer	$0	$0	$0
Rautz Marc	President	8	Officer	$0	$0	$0
Aleisha Ivey	Secretary	8	Officer	$0	$0	$0
Taisha De Souza	Treasurer	8	Officer	$0	$0	$0
Rosalind Danner	Immediate Past President	8	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
2020	$358,577	$347,183	$481,452	$11,394
2019	$337,738	$305,851	$564,620	$31,887
2018	$262,431	$262,288	$465,813	$143

NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS INC - Eastern Region