TENNESSEE SOCIETY OF CPAS GROUP RETURN (EIN 237415944) - 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

1924

Legal Domicile

Principal Officer

KARA N FITZGERALD

Phone

6153773825

Tax Period

2024-04-01 to 2025-03-31

TENNESSEE SOCIETY OF CPAS GROUP RETURN, founded in 1924, is a small nonprofit that reported $911K in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $236K, a strong 26% operating margin.

Mission

THE MISSION OF THE TENNESSEE SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS IS TO DRIVE THE SUCCESS OF OUR MEMBERS AND THE COMMUNITIES THEY SERVE THROUGH CONNECTIONS, PROFESSIONAL DEVELOPMENT AND ADVOCACY.

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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 $0

Program Service Revenue $550,829

Investment Income $359,930

Other Revenue $209

TOTAL REVENUE $910,968

Expense Breakdown

Grants Paid $52,800

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $622,201

TOTAL EXPENSES $675,001

Year-over-Year Comparison

	2024	2023	Change
Revenue	$910,968	$585,025	+0.6%
Expenses	$675,001	$563,409	+0.2%
Net Income	$235,967	$21,616	+9.9%

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

113

Independent Members

113

Employees

N/A

Volunteers

500

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

$376,649

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
KARA N FITZGERALD	PRESIDENT/CEO	Officer	$0	$24,200	$376,649
SEE ATTACHED LIST	TITLES ATTACHED	Director	$0	$0	$0
KATHRYN B CHEEK	CHIEF OPERATING OFFICER	Highest	$0	$13,446	$165,851
ALESHIA D GARRETT	DIR OF COMMUNICATIONS & TE	Highest	$0	$4,053	$112,253
JUSTIN J STEELE	DIR OF PROF DEVELOPMENT	Highest	$0	$1,200	$124,076
MICHAEL LINDER	TECHNOLOGY PROJECT MANAGER	Highest	$0	$5,436	$105,827
ALDEN WARD	DIR OF MEMBERSHIP ENGAGEMENT	Highest	$0	$2,594	$123,717

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	$910,968	$675,001	$1,865,448	$235,967
2024	$585,025	$563,409	$1,875,920	$21,616
2023	$556,185	$589,403	$1,709,287	$-33,218
2022	$493,499	$389,158	$1,829,109	$104,341
2021	$480,326	$131,935	$1,685,535	$348,391
2020	$642,758	$527,587	$1,132,625	$115,171
2019	$626,628	$563,834	$1,117,356	$62,794

TENNESSEE SOCIETY OF CPAS GROUP RETURN