TENNESSEE SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS (EIN 620636194) - 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 CERTIFIED PUBLIC ACCOUNTANTS, founded in 1924, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2024.

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 $3,075,111

Investment Income $107,457

Other Revenue $275,121

TOTAL REVENUE $3,457,689

Expense Breakdown

Grants Paid $1,150

Salaries & Benefits $2,136,025

Fundraising Expenses $0

Other Expenses $1,518,029

TOTAL EXPENSES $3,655,204

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,457,689	$3,276,193	+0.1%
Expenses	$3,655,204	$3,513,702	+0.0%
Net Income	$-197,515	$-237,509	-0.2%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN BAILEY	PAST-CHAIR	1.00	Director	$0	$0	$0
KELLY CROW	CHAIR	1.00	Director	$0	$0	$0
HEATHER BATSON	CHAIR-ELECT	1.00	Director	$0	$0	$0
GINA PRUITT	TREASURER	1.00	Director	$0	$0	$0
RICHARD HILL	DIRECTOR	1.00	Director	$0	$0	$0
JENNEEN REED	DIRECTOR	1.00	Director	$0	$0	$0
DIMETA SMITH KNIGHT	DIRECTOR	1.00	Director	$0	$0	$0
KEITH O'CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
MARILYN YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY BACH	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE FOWLER	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA MEINARDI	DIRECTOR	1.00	Director	$0	$0	$0
KARA N FITZGERALD	PRESIDENT/CEO	35.00	Officer	$352,449	$24,200	$376,649
KATHRYN B CHEEK	CHIEF OPERATING OFFICER	32.00	Highest	$152,405	$13,446	$165,851
JUSTIN J STEELE	DIR OF PROF DEVELOPMENT	1.00	Highest	$122,876	$1,200	$124,076
ALESHIA D GARRETT	DIR OF COMMUNICATIONS & TE	22.00	Highest	$108,200	$4,053	$112,253
MICHAEL LINDER	TECHNOLOGY PROJECT MANAGER	32.00	Highest	$100,391	$0	$100,391
ALDEN WARD	DIR OF MEMBERSHIP ENGAGEMENT	40.00	Highest	$121,123	$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	$3,457,689	$3,655,204	$3,722,964	$-197,515
2024	$3,276,193	$3,513,702	$3,850,298	$-237,509
2023	$3,152,116	$3,226,624	$4,083,753	$-74,508
2022	$3,240,812	$2,925,059	$4,364,880	$315,753
2021	$2,906,007	$2,817,660	$4,307,149	$88,347
2020	$3,131,739	$3,088,389	$3,829,939	$43,350
2019	$2,935,779	$2,871,370	$3,823,600	$64,409

TENNESSEE SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS