Nashville Chapter - Institute of Internal Auditors (EIN 620976023) - 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

1975

Legal Domicile

Principal Officer

Kathryn V Rogers

Phone

6158873976

Tax Period

2023-06-01 to 2024-05-31

Nashville Chapter - Institute of Internal Auditors, founded in 1975, is a micro nonprofit that reported $55K in total revenue in fiscal year 2023. Expenses of $51K left a modest 8% surplus.

Mission

Professional accounting association

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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 $4,328

Program Service Revenue $50,560

Investment Income $0

Other Revenue $0

TOTAL REVENUE $54,888

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,725

Other Expenses $50,618

TOTAL EXPENSES $50,618

Year-over-Year Comparison

	2023	2022	Change
Revenue	$54,888	N/A	N/A
Expenses	$50,618	N/A	N/A
Net Income	$4,270	N/A	N/A

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
Ginger Rogers	President	3.00	Officer Director	$0	$0	$0
Erica Hightower	Treasurer	3.00	Officer Director	$0	$0	$0
William Neal	Assistant Treasurer	1.00	Officer Director	$0	$0	$0
Johnny Cagle	Board	0.00	Director	$0	$0	$0
Jennifer Anderson	Board	0.00	Director	$0	$0	$0
Stephanie Ballou	Board	0.00	Director	$0	$0	$0
Scott Nalley	Board	0.00	Director	$0	$0	$0
Beth Ann Martorello	Board	0.00	Director	$0	$0	$0
Marcus Lavender	Board	0.00	Director	$0	$0	$0
Andrew Luther	Board	0.00	Director	$0	$0	$0
Corinne Summs	Board	0.00	Director	$0	$0	$0
Justin Whobrey	Board	0.00	Director	$0	$0	$0
Perry Moore	Board	0.00	Director	$0	$0	$0
Gina Pruitt	Board	0.00	Director	$0	$0	$0
Tim Staggs	Board	0.00	Director	$0	$0	$0
Damon Work	Board	0.00	Director	$0	$0	$0
Kenny Schneider	Board	0.00	Director	$0	$0	$0
Erica Smith	Board; District Rep	0.00	Director	$0	$0	$0
Evan Wilson	Assistant Programming Officer	1.00	Officer Director	$0	$0	$0
Sithanda Ntuka	President Elect	3.00	Officer Director	$0	$0	$0
Benjamin Boyles	Vice President	1.00	Officer Director	$0	$0	$0
Aubrey Foote	Secretary	1.00	Officer Director	$0	$0	$0
Thad DelConte	Certification Officer	1.00	Officer Director	$0	$0	$0
Amanda Fermstad	Membership Officer	1.00	Officer Director	$0	$0	$0
Chris Firlan	Programming Officer	1.00	Officer Director	$0	$0	$0
Gary Cooper	Board Chair	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
2024	$54,888	$50,618	$69,340	$4,270

Nashville Chapter - Institute of Internal Auditors