GEORGIA ASSOCIATION OF PUBLIC PLAN TRUSTEES INC

EIN: 800507092 501(c)(3) Education

Dunwoody, GA

Total Revenue
$772,840
Total Expenses
$684,512
Total Assets
$771,127
Net Assets
$771,127
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
GA
Phone
7702958209
Tax Period
2024-01-01 to 2024-12-31

GEORGIA ASSOCIATION OF PUBLIC PLAN TRUSTEES INC, founded in 2009, is a small nonprofit in the Education sector that reported $773K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $685K left a modest 11% surplus.

Mission

The mission of the organization is to provide education to Public P;an Trustees in the State of Georgia. This is primarily done through an annual Trustee School and an Educational Conference

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $161,015
Program Service Revenue $587,200
Investment Income $22,527
Other Revenue $2,098
TOTAL REVENUE $772,840

Expense Breakdown

Grants Paid $10,000
Salaries & Benefits $250,321
Fundraising Expenses $0
Program Expenses $348,792
Other Expenses $424,191
TOTAL EXPENSES $684,512

Year-over-Year Comparison

2024 2023 Change
Revenue $772,840 $630,811 +0.2%
Expenses $684,512 $539,597 +0.3%
Net Income $88,328 $91,214 0.0%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
9
Independent Members
9
Employees
2
Volunteers
10

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
4
$0
Total Directors
10
$143,750
Key Employees
1
$143,750
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Sue Reynolds Executive Director 40
Director Key Emp Highest
$143,750 $0 $143,750
Tim Milligan President 3
Officer Director
$0 $0 $0
Ramona Bivins Vice-President 1
Officer Director
$0 $0 $0
Frederick Bailey Secretary 1
Officer Director
$0 $0 $0
David Harris Treasurer 4
Officer Director
$0 $0 $0
Matt Hamby Director-at-large 1
Director
$0 $0 $0
Jasson Justice Director-at-Large 1
Director
$0 $0 $0
Keisha Register Director-at-Large 1
Director
$0 $0 $0
David Ward Director-at-large 1
Director
$0 $0 $0
AJ Baltozer Affiliate Committee Chair 1
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 No data No data No data No data
2024 $772,840 $684,512 $771,127 $88,328
2023 $630,811 $539,597 $683,866 $91,214
2022 $522,530 $459,630 $588,330 $62,900
2021 $438,943 $322,562 $525,429 $116,381
2020 $131,974 $291,338 $409,063 $-159,364
2019 $472,056 $180,366 $572,067 $291,690
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