SMPS Southeast Regional Conference Inc (EIN 454532683) - 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

2002

Legal Domicile

Principal Officer

Cricket Robertson

Tax Period

2023-09-01 to 2024-08-31

SMPS Southeast Regional Conference Inc, founded in 2002, is a small nonprofit that reported $274K in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. Expenses of $237K left a modest 13% surplus.

Mission

Annual regional conference of marketing association chapters in Southeastern United States.

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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 $273,521

Investment Income $0

Other Revenue $0

TOTAL REVENUE $273,521

Expense Breakdown

Grants Paid $2,490

Salaries & Benefits $0

Fundraising Expenses $1,779

Program Expenses $222,069

Other Expenses $234,834

TOTAL EXPENSES $237,324

Year-over-Year Comparison

	2023	2022	Change
Revenue	$273,521	$185,330	+0.5%
Expenses	$237,324	$191,413	+0.2%
Net Income	$36,197	$-6,083	-7.0%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Caitlin Rath	Co-Chari	1.00	Director	$0	$0	$0
Kevin Hebblethwaite	Advisory Board Chair	1.00	Director	$0	$0	$0
Jen E Weaver	Co-chair	1.00	Director	$0	$0	$0
Meg Odom	Finance Chair	5.00	Officer	$0	$0	$0
Elizabeth Reed Dees	Conference Chair	5.00	Officer	$0	$0	$0
Bonni Funt	Co-Chair	5.00	Officer	$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	$273,521	$237,324	$165,602	$36,197
2023	$185,330	$191,413	$129,403	$-6,083
2022	$224,603	$205,209	$147,736	$19,394

SMPS Southeast Regional Conference Inc