ACCOUNTING EDUCATION FOUNDATION (EIN 756026826) - 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

1957

Legal Domicile

Principal Officer

JODI ANN RAY

Phone

9726878500

Tax Period

2024-06-01 to 2025-05-31

ACCOUNTING EDUCATION FOUNDATION, founded in 1957, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024. Expenses of $2.5M left a modest 8% surplus.

Mission

PROVIDE EDUCATIONAL PROGRAMS AND ACTIVITIES ON ACCOUNTING AND RELATED SUBJECTS FOR CPAS AND FINANCE PROFESSIONALS. PROVIDE FINANCIAL ASSISTANCE TO ACCOUNTING STUDENTS AND TO ADVANCE THE ACCOUNTING PROFESSION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $237,744

Program Service Revenue $2,292,608

Investment Income $265,686

Other Revenue $-19,835

TOTAL REVENUE $2,776,203

Expense Breakdown

Grants Paid $167,150

Salaries & Benefits $737,811

Fundraising Expenses $0

Program Expenses $2,277,361

Other Expenses $1,640,338

TOTAL EXPENSES $2,545,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,776,203	$2,727,857	+0.0%
Expenses	$2,545,299	$2,695,441	-0.1%
Net Income	$230,904	$32,416	+6.1%

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

N/A

Volunteers

118

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

$941,114

Total Directors

$515,522

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JODI ANN RAY	PRES/CEO/ED	10.00	Officer Director	$0	$58,517	$515,522
MELINDA H BENTLEY	COO	7.50	Officer	$0	$36,528	$231,529
Kenneth Besserman	Dir. Govt. Affairs	0.00		$0	$35,196	$203,656
Dipesh Patel	Dir. Peer Review	0.00		$0	$31,686	$183,850
BARRY KAPLAN	Director, Learning	37.50		$0	$26,340	$177,187
Christine Wells	Technical Reviewer	0.00		$0	$16,386	$147,087
EDITH C COGDELL-THRU 72024	CFO	10.00	Officer	$0	$12,733	$146,816
Stephanie King	Accounting Manager	7.50		$0	$26,168	$138,631
RORI SHAW	Mng, Chapter Ops	1.00		$0	$24,109	$125,724
JACOB BRIGGS-FROM 92024	CFO	10.00	Officer	$0	$4,489	$47,247
MICHAEL L BROWN	Director	0.25	Director	$0	$0	$0
CELINA CERECERES	Director	0.25	Director	$0	$0	$0
LUCAS LACHANCE	Treasurer	0.50	Officer Director	$0	$0	$0
MARK D LEE	VICE CHAIR	0.50	Officer Director	$0	$0	$0
GARY D MCINTOSH	CHAIR	0.50	Officer Director	$0	$0	$0
TRACIE L MILLER	Director	0.25	Director	$0	$0	$0
BLAKE R RODGERS	Director	0.25	Director	$0	$0	$0
TRAM P LE	DIR/COORD. OFF	0.50	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
2025	$2,776,203	$2,545,299	$8,609,833	$230,904
2024	$2,727,857	$2,695,441	$7,958,179	$32,416
2023	$2,338,386	$2,487,974	$7,239,549	$-149,588
2022	$322,996	$161,890	$7,361,649	$161,106
2021	$323,386	$142,064	$4,589,800	$181,322
2020	$161,220	$169,788	$3,759,856	$-8,568
2019	$176,690	$163,954	$3,679,797	$12,736
2018	$377,441	$158,840	$3,662,363	$218,601

ACCOUNTING EDUCATION FOUNDATION