SOUTHEAST COMPTROLLERS ASSOCIATION

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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

2015

Legal Domicile

Principal Officer

MARK THOMAS

Phone

8645952300

Tax Period

2025-01-01 to 2025-12-31

SOUTHEAST COMPTROLLERS ASSOCIATION, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $237K in total revenue in fiscal year 2025.

Mission

SOUTHEAST COMPTROLLERS' ASSOCIATION PROMOTES GOODWILL AMONG THE DEALERSHIPS AND KNOWLEDGE OF THE TOYOTA ACCOUNTING SYSTEM AMONG ITS MEMBERS THROUGH NETWORKING AND EXCHANGING ACCOUNTING TECHNIQUES.

Program Service Accomplishments

Program 1

Expenses: $256,175 Revenue: $237,011

PROMOTING GOODWILL AMONG THE DEALERSHIPS, INCREASING KNOWLEDGE OF THE TOYOTA ACCOUNTING SYSTEM AMONG MEMBERS BY NETWORKING AND EXCHANGING ACCOUNTING TECHNIQUES, STRIVING TO ENHANCE DEALER...

PROMOTING GOODWILL AMONG THE DEALERSHIPS, INCREASING KNOWLEDGE OF THE TOYOTA ACCOUNTING SYSTEM AMONG MEMBERS BY NETWORKING AND EXCHANGING ACCOUNTING TECHNIQUES, STRIVING TO ENHANCE DEALER EFFICIENCIES THROUGH ONGOING PROFESSIONAL TRAINING, AND ENCOURAGING IMPLEMENTATION OF THE HIGHEST STANDARDS OF FINANCIAL MANAGEMENT AT THE DEALERSHIPS DURING THE ANNUAL SET COMPTROLLERS' 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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $237,000

Investment Income $11

Other Revenue $0

TOTAL REVENUE $237,011

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $256,175

Other Expenses $258,189

TOTAL EXPENSES $258,189

Year-over-Year Comparison

	2025	2024	Change
Revenue	$237,011	$220,493	+0.1%
Expenses	$258,189	$175,127	+0.5%
Net Income	$-21,178	$45,366	-1.5%

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

N/A

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
MARK THOMAS	SECRETARY	5.00	Officer	$0	$0	$0
KARLA FEAGIN	VICE PRESIDENT	5.00	Officer	$0	$0	$0
LORI BISSO	PRESIDENT	5.00	Officer	$0	$0	$0
CHERYL LOPEZ	TREASURER	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	$237,011	$258,189	$197,822	$-21,178
2024	No data	No data	No data	No data
2023	$162,811	$183,238	$173,634	$-20,427
2022	$166,794	$201,018	$194,061	$-34,224
2021	$68,862	$161,815	$228,285	$-92,953
2020	$75,032	$11,764	$321,238	$63,268
2019	$139,269	$183,910	$257,970	$-44,641
2018	$152,750	$129,223	$302,611	$23,527