INTERNA'L ASSOC OF HOSPITALITY ACCOUNTAN DBA HOSPITALITY FINANCIAL & TECHNOLOGY (EIN 742761039) - 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

1952

Legal Domicile

Principal Officer

FRANK WOLFE

Phone

5122495333

Tax Period

2023-11-01 to 2024-10-31

INTERNA'L ASSOC OF HOSPITALITY ACCOUNTAN DBA HOSPITALITY FINANCIAL & TECHNOLOGY, founded in 1952, is a community nonprofit that reported $8.3M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $8.0M left a modest 3% surplus.

Mission

PROVIDE EDUCATION, CERTIFICATION AND RESOURCES TO HOSPITALITY FINANCE AND TECHNOLOGY PROFESSIONALS.

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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 $0

Program Service Revenue $8,000,196

Investment Income $201,922

Other Revenue $77,431

TOTAL REVENUE $8,279,549

Expense Breakdown

Grants Paid $51,052

Salaries & Benefits $3,338,530

Fundraising Expenses $0

Other Expenses $4,614,749

TOTAL EXPENSES $8,004,331

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,279,549	$6,950,624	+0.2%
Expenses	$8,004,331	$6,420,995	+0.2%
Net Income	$275,218	$529,629	-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

300

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

$855,129

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE ANDERSON	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JUSTIN TAILLON	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES BINA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREW BUWALDA	TREASURER	1.00	Officer Director	$0	$0	$0
BARRY THOMAS	SECRETARY	1.00	Officer Director	$0	$0	$0
SHERRY MAREK	EXECUTIVE ADVISOR	1.00	Officer Director	$0	$0	$0
CHRISTOPHER BEGLEY	DIRECTOR	1.00	Director	$0	$0	$0
KATERINA BEREZINA	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR BURGER	DIRECTOR	1.00	Director	$0	$0	$0
JEFF DEKRUIF	DIRECTOR	1.00	Director	$0	$0	$0
ASIF EHSAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MANDELBAUM	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON MCCALLUM	DIRECTOR	1.00	Director	$0	$0	$0
TARIQ VALANI	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN YARNELL	DIRECTOR	1.00	Director	$0	$0	$0
FRANK WOLFE	CHIEF EXECUTIVE OFFICER	40.00	Officer	$448,663	$59,154	$507,817
THOMAS ATZENHOFER	DEPUTY CEO	40.00	Officer	$285,523	$61,789	$347,312
BRYAN WOOD	CHIEF MEETINGS & EVENTS OFFICER	40.00	Highest	$125,599	$24,298	$149,897

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	$8,279,549	$8,004,331	$10,771,591	$275,218
2023	$6,950,624	$6,420,995	$7,971,524	$529,629
2022	$7,324,456	$5,383,934	$7,069,282	$1,940,522
2021	$5,648,936	$4,389,164	$5,287,758	$1,259,772
2020	$2,651,937	$5,757,119	$4,910,789	$-3,105,182
2019	$8,601,443	$8,387,710	$7,551,078	$213,733
2018	$8,584,325	$8,545,163	$7,407,673	$39,162

INTERNA'L ASSOC OF HOSPITALITY ACCOUNTAN DBA HOSPITALITY FINANCIAL & TECHNOLOGY