ATLANTA CHAPTER OF THE INSTITUTE OF INTERNAL AUDITORS (EIN 237404522) - 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

1949

Legal Domicile

Phone

4046531476

Tax Period

2024-06-01 to 2025-05-31

ATLANTA CHAPTER OF THE INSTITUTE OF INTERNAL AUDITORS, founded in 1949, is a small nonprofit that reported $260K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

To be the primary professional association dedicated to the promotion and development of the practice of internal auditing in the greater Atlanta metropolitan area.

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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 $116,969

Program Service Revenue $140,440

Investment Income $2,306

Other Revenue $0

TOTAL REVENUE $259,715

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $49,820

Fundraising Expenses $0

Program Expenses $230,724

Other Expenses $228,024

TOTAL EXPENSES $280,344

Year-over-Year Comparison

	2024	2023	Change
Revenue	$259,715	$290,901	-0.1%
Expenses	$280,344	$260,170	+0.1%
Net Income	$-20,629	$30,731	-1.7%

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

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

$54,592

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY THOMAS	VP-SEC.	40.00	Officer	$54,592	$0	$54,592
STEVE LAMEIER	VP - PROGRAMS	0.50	Director	$0	$0	$0
CHRISTEN WHITE	VP - PROGRAMS	0.50	Director	$0	$0	$0
SHALIM MATOS	IMM. PAST PRES	0.50	Director	$0	$0	$0
CODY WEEKS	VP-CERTIFICATIO	0.50	Director	$0	$0	$0
NANA IYEGHA	VP-MEMBERSHIPS	0.50	Director	$0	$0	$0
CARLEY FERGUSON	PRESIDENT ELECT	0.50	Officer Director	$0	$0	$0
THOMAS SHERRILL	President	0.50	Officer Director	$0	$0	$0
BILL STAHL	CFO	0.50	Officer 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	$259,715	$280,344	$186,034	$-20,629
2024	$290,901	$260,170	$206,663	$30,731
2023	$237,303	$298,829	$175,932	$-61,526
2022	$140,388	$156,766	$237,458	$-16,378
2021	$149,572	$99,593	$253,836	$49,979
2020	$286,405	$304,446	$203,857	$-18,041
2019	$389,832	$326,564	$234,834	$63,268

ATLANTA CHAPTER OF THE INSTITUTE OF INTERNAL AUDITORS