NATIONAL SOCIETY OF ACCOUNTANTS

EIN: 530219755

ALEXANDRIA, VA

Total Revenue
$1,360,609
Total Expenses
$2,207,599
Total Assets
$2,233,403
Net Assets
$1,162,847
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1945
Legal Domicile
DE
Principal Officer
JOSHUA CAULFIELD IOM
Phone
7035496400
Tax Period
2022-09-01 to 2023-08-31

National Society of Public Accountants, founded in 1945, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2017. Expenses of $2.0M left a modest 10% surplus.

Mission

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

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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%)

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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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
13
Employees
15
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
3
$155,606
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
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
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