BUSINESS TECHNOLOGY ASSOCIATION SOUTHEAST (EIN 237407810) - 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

1985

Legal Domicile

Principal Officer

Micael Hicks

Phone

2252922345

Tax Period

2023-07-01 to 2024-06-30

BUSINESS TECHNOLOGY ASSOCIATION SOUTHEAST, founded in 1985, is a small nonprofit that reported $338K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $76K, a strong 22% operating margin.

Mission

As an Association our goal is to provide educational and communication opportunities for our members. Educational Conferences held during the year were in October in Asheville, North Carolina and in April in Orlando, Florida.

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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 $311,904

Investment Income $26,300

Other Revenue $0

TOTAL REVENUE $338,204

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $243,476

Other Expenses $262,176

TOTAL EXPENSES $262,176

Year-over-Year Comparison

	2023	2022	Change
Revenue	$338,204	$292,449	+0.2%
Expenses	$262,176	$263,293	0.0%
Net Income	$76,028	$29,156	+1.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Mike Hicks	President	Officer Director	$0	$0	$0
Blake Renegar	President Elect	Officer Director	$0	$0	$0
Richie Creech	Vice President	Officer Director	$0	$0	$0
William James	Secretary/Treasurer	Officer Director	$0	$0	$0
James Buck	Past President	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	No data	No data	No data	No data
2024	$338,204	$262,176	$909,876	$76,028
2023	$292,449	$263,293	$803,959	$29,156
2022	$283,032	$257,442	$797,169	$25,590
2021	$132,560	$109,688	$775,780	$22,872

BUSINESS TECHNOLOGY ASSOCIATION SOUTHEAST