Educational Foundation of Georgia Society of Certified Public Accountants (EIN 586043271) - 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

Boyd Search

Phone

4045042946

Tax Period

2024-06-01 to 2025-05-31

Educational Foundation of Georgia Society of Certified Public Accountants, founded in 1957, is a small nonprofit in the Community Improvement sector that reported $240K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $209K left a modest 13% surplus.

Mission

To encourage the best and the brightest individuals in Georgia to become Certified Public Accountants.

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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 $186,177

Program Service Revenue $0

Investment Income $66,965

Other Revenue $-13,323

TOTAL REVENUE $239,819

Expense Breakdown

Grants Paid $179,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $185,250

Other Expenses $29,642

TOTAL EXPENSES $208,642

Year-over-Year Comparison

	2024	2023	Change
Revenue	$239,819	$254,249	-0.1%
Expenses	$208,642	$178,069	+0.2%
Net Income	$31,177	$76,180	-0.6%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Will T Lazenby	President	1.00	Officer Director	$0	$0	$0
Phillip B Buelterman	President-Elect	1.00	Officer Director	$0	$0	$0
Timothy R Veal	Treasurer	1.00	Officer Director	$0	$0	$0
Jack Milner	Secretary	1.00	Officer Director	$0	$0	$0
Daniel A Landis	Director	1.00	Director	$0	$0	$0
Tabitha L Regan	Director	1.00	Director	$0	$0	$0
Chelsea Ashcroft	Director	1.00	Director	$0	$0	$0
Jennifer Miller	Director	1.00	Director	$0	$0	$0
Colin E Blalock	Director	1.00	Director	$0	$0	$0
Sondra L Smith	Director	1.00	Director	$0	$0	$0
Christopher L Lewis	Director	1.00	Director	$0	$0	$0
Debra L McGlaun	Director	1.00	Director	$0	$0	$0
Charlie J Merritt	Director	1.00	Director	$0	$0	$0
Douglas A Moses	Director	1.00	Director	$0	$0	$0
Susan M Robinson	Director	1.00	Director	$0	$0	$0
Robert E Schwarzmann	Director	1.00	Director	$0	$0	$0
Randall L Shrum	Director	1.00	Director	$0	$0	$0
Geoffrey P Smith	Director	1.00	Director	$0	$0	$0
L D Jr Sneathen	Director	1.00	Director	$0	$0	$0
Darrell J Thaw	Director	1.00	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	$239,819	$208,642	$3,297,541	$31,177
2024	$254,249	$178,069	$3,151,837	$76,180
2023	$131,678	$173,240	$2,878,271	$-41,562
2022	$-12,110	$143,738	$3,001,488	$-155,848
2021	$353,707	$153,720	$3,232,576	$199,987
2020	$108,652	$120,655	$2,687,319	$-12,003
2019	$206,038	$122,091	$2,656,926	$83,947

Educational Foundation of Georgia Society of Certified Public Accountants