AGA (EIN 530217158) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1950

Legal Domicile

Principal Officer

ANN M EBBERTS

Phone

7036846931

Tax Period

2023-04-01 to 2024-03-31

ASSOCIATION OF GOVERNMENT ACCOUNTANTS, founded in 1950, is a community nonprofit in the Public & Societal Benefit sector that reported $6.3M in total revenue in fiscal year 2018.

Mission

AGA IS THE MEMBER ORGANIZATION FOR GOVERNMENT FINANCIAL MANAGEMENT PROFESSIONALS, PRIVATE SECTOR FINANCIAL PROFESSIONALS, AND ACADEMICS IN THE FINANCIAL FIELD.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $28,469

Program Service Revenue $7,784,218

Investment Income $250,999

Other Revenue $83,573

TOTAL REVENUE $8,147,259

Expense Breakdown

Grants Paid $85,673

Salaries & Benefits $2,677,377

Fundraising Expenses $0

Program Expenses $6,575,790

Other Expenses $5,115,427

TOTAL EXPENSES $7,878,477

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,147,259	$6,989,388	+0.2%
Expenses	$7,878,477	$6,806,731	+0.2%
Net Income	$268,782	$182,657	+0.5%

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

800

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

$616,596

Total Directors

Key Employees

$352,867

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELINDA MIGUEL	NATIONAL PRESIDENT - UNTIL 06/23	1.00	Officer Director	$0	$0	$0
GWENDOLYN SYKES	NATIONAL PRESIDENT - AS OF 07/23	1.00	Officer Director	$0	$0	$0
SUZANNE BUMP	DIRECTOR AT-LARGE - UNTIL 06/23	1.00	Director	$0	$0	$0
TONY SCARDINO	DIRECTOR AT-LARGE - UNTIL 06/23	1.00	Director	$0	$0	$0
SAM LORD	DIRECTOR FOR AREA 1 - UNTIL 06/23	1.00	Director	$0	$0	$0
MISTY SCHUCK	DIRECTOR FOR AREA 2 - UNTIL 06/23	1.00	Director	$0	$0	$0
TIFFANI DORSA	DIRECTOR FOR AREA 4 - UNTIL 06/23	1.00	Director	$0	$0	$0
ANDREW STOVICH	DIRECTOR FOR AREA 5 - UNTIL 06/23	1.00	Director	$0	$0	$0
ANGELA MCELRATH-PROSSER	DIRECTOR FOR AREA 6 - UNTIL 06/23	1.00	Director	$0	$0	$0
SHELLY ANN TALEPOROS	DIRECTOR FOR AREA 7 - UNTIL 06/23	1.00	Director	$0	$0	$0
JOHNNY RAMSEY	DIRECTOR FOR AREA 8 - UNTIL 06/23	1.00	Director	$0	$0	$0
RAQUENEL JACKSON	PROF. CERT. CHAIR - UNTIL 06/23	1.00	Director	$0	$0	$0
DAVID FITZ	CPAG CHAIR - UNTIL 06/23	1.00	Director	$0	$0	$0
DAVE ZAVADA	CPAG CHAIR - UNTIL 06/23	1.00	Director	$0	$0	$0
FRANK PETERSEN	NATL PRESIDENT-ELECT - AS OF 07/23	1.00	Director	$0	$0	$0
MICHELLE YANOK	NATL TREASURER-ELECT - AS OF 07/23	1.00	Director	$0	$0	$0
PILAR PANGELINAN	DIRECTOR FOR AREA 2 - AS OF 07/23	1.00	Director	$0	$0	$0
NICOLE BOSWELL	DIRECTOR FOR AREA 4 - AS OF 07/23	1.00	Director	$0	$0	$0
HOLLY WORMSLEY	DIRECTOR FOR AREA 6 - AS OF 07/23	1.00	Director	$0	$0	$0
NICHOLAS GARRARD	DIRECTOR FOR AREA 8 - AS OF 07/23	1.00	Director	$0	$0	$0
RACHELLE CABADING	DIRECTOR (AT-LARGE) - AS OF 07/23	1.00	Director	$0	$0	$0
CARTER GRIGGS VICK	PROF. CERT. CHAIR - AS OF 07/23	1.00	Director	$0	$0	$0
ANN EBBERTS	CHIEF EXECUTIVE OFFICER	40.00	Officer	$330,052	$34,946	$364,998
SUSAN FRITZLEN	CHIEF OPERATING OFFICER	40.00	Officer	$225,287	$26,311	$251,598
EKATERINA SILVER	DIR. OF PROFESSIONAL CERT.	37.50	Key Emp	$162,479	$18,993	$181,472
JEROME BRUCE	DIR. OF MEETINGS AND EXPOS	37.50	Key Emp	$151,500	$19,895	$171,395
LYNDSAY MCKEOWN	SR. MANAGER, MARKETING & DESIGN	37.50	Highest	$122,317	$15,889	$138,206
KIM JONES	SR. PROG. MANAGER, CGFM & EDUC.	37.50	Highest	$103,588	$9,303	$112,891

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	$8,147,259	$7,878,477	$8,341,504	$268,782
2023	$6,989,388	$6,806,731	$8,190,647	$182,657
2022	$5,697,428	$5,046,815	$7,440,274	$650,613
2021	$5,483,639	$4,211,593	$6,831,962	$1,272,046
2020	$6,922,866	$6,793,443	$5,706,962	$129,423
2019	$6,271,531	$6,153,120	$5,488,065	$118,411

AGA