NATIONAL SOCIETY OF ACCOUNTANTS

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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

1945

Legal Domicile

Principal Officer

JOSHUA CAULFIELD IOM

Phone

7035496400

Tax Period

2022-09-01 to 2023-08-31

NATIONAL SOCIETY OF ACCOUNTANTS, founded in 1945, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2022. Revenue decreased 15% compared to the prior year. Expenses of $2.2M exceeded revenue, resulting in a 62% operating deficit.

Mission

HELPING MEMBERS ACHIEVE SUCCESS IN THE PROFESSION OF ACCOUNTANCY AND TAXATION.

Program Service Accomplishments

Program 1

THE SOCIETY PROVIDES EDUCATIONAL FUNCTIONS AND PUBLICATIONS DESIGNED TO ENHANCE THE MEMBERS' SKILLS IN THE AREA OF PUBLIC ACCOUNTING AND TAXATION.

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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 $4,110

Program Service Revenue $931,006

Investment Income $124,599

Other Revenue $300,894

TOTAL REVENUE $1,360,609

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,122,260

Fundraising Expenses $0

Other Expenses $1,085,339

TOTAL EXPENSES $2,207,599

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,360,609	$1,604,079	-0.2%
Expenses	$2,207,599	$1,861,023	+0.2%
Net Income	$-846,990	$-256,944	+2.3%

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

$155,606

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA CAULFIELD IOM	CEO	40.00	Officer	$155,606	$0	$155,606
STEPHEN HILL PC CPA	PRESIDENT	1.00		$0	$0	$0
JENSE HAYNES CREIGHTON EA	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MELISSA LONGMUIR EA ATA ATP	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
DEBRA COPE CPA ATA ATP	IMMEDIATE PA	1.00	Director	$0	$0	$0
WILLIAM SCHRETTER ATA CFP CLU	CENTRAL REGI	1.00	Director	$0	$0	$0
JR DAILEY EA	WESTERN REGI	1.00	Director	$0	$0	$0
SHIRLEY BUCHANAN ATP RTRP	NORTHEAST RE	1.00	Director	$0	$0	$0
KAYA KLOTZEK ATP	SOUTHERN REG	1.00	Director	$0	$0	$0
KELLY H MYERS EA	DIRECTOR AT	1.00	Director	$0	$0	$0
RANDY BRANDT CPA	DIRECTOR AT-	1.00	Director	$0	$0	$0
MARIA KREY CPA	DIRECTOR AT-	1.00	Director	$0	$0	$0
ROGER LUBIENS LPA PA RTRP	DIRECTOR AT-	1.00	Director	$0	$0	$0
PAMELA C STAMPS CPA	DIRECTOR AT	1.00	Director	$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	No data	No data	No data	No data
2023	$1,360,609	$2,207,599	$2,233,403	$-846,990
2022	$1,604,079	$1,861,023	$2,915,763	$-256,944
2021	$1,866,821	$1,686,258	$4,148,931	$180,563
2021	$1,832,502	$1,681,192	$4,150,374	$151,310
2020	$1,695,233	$1,489,723	$3,520,175	$205,510
2019	$2,009,981	$1,940,441	$3,149,984	$69,540
2018	$2,236,359	$2,016,036	$3,446,836	$220,323