Georgia Society of Certified Public Accountants Inc

EIN: 912020467

Alpharetta, GA

Total Revenue
$172,156
Total Expenses
$168,898
Total Assets
$208,017
Net Assets
$208,017
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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
1997
Legal Domicile
GA
Principal Officer
Boyd Search
Phone
4042318676
Tax Period
2024-06-01 to 2025-05-31

Georgia Society of Certified Public Accountants Inc, founded in 1997, is a small nonprofit that reported $172K in total revenue in fiscal year 2024.

Mission

To act on behalf of the members, to promote and maintain high professional standards, to advocate and protect the interests, and to serve the needs of the Georgia Society of CPA's.

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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 $127,235
Program Service Revenue $42,621
Investment Income $300
Other Revenue $2,000
TOTAL REVENUE $172,156

Expense Breakdown

Grants Paid $61,550
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $107,348
TOTAL EXPENSES $168,898

Year-over-Year Comparison

2024 2023 Change
Revenue $172,156 $166,287 +0.0%
Expenses $168,898 $170,904 0.0%
Net Income $3,258 $-4,617 -1.7%
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

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Governance

Voting Members
45
Independent Members
45
Employees
N/A
Volunteers
45

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
45
$0
Total Directors
45
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Baker Joshua M Chapter President 1.00
Officer Director
$0 $0 $0
Biddy Denille M Chapter President 1.00
Officer Director
$0 $0 $0
Gibbs Thomas C Chapter President 1.00
Officer Director
$0 $0 $0
Harris William T Chapter President 1.00
Officer Director
$0 $0 $0
Longino Jarrel D Chapter President 1.00
Officer Director
$0 $0 $0
Montgomery Cara R Chapter President 1.00
Officer Director
$0 $0 $0
Mullis Jordie T Chapter President 1.00
Officer Director
$0 $0 $0
O'Connell Denise A Chapter President 1.00
Officer Director
$0 $0 $0
Pull Burnard T Chapter President 1.00
Officer Director
$0 $0 $0
Spears Heath D Chapter President 1.00
Officer Director
$0 $0 $0
Taber Laura L Chapter President 1.00
Officer Director
$0 $0 $0
Winston Nicole Chapter President 1.00
Officer Director
$0 $0 $0
Wood Jennifer D Chapter President 1.00
Officer Director
$0 $0 $0
Attaway Christopher D Chapter Vice President 1.00
Officer Director
$0 $0 $0
Bell Summer L Chapter Vice President 1.00
Officer Director
$0 $0 $0
Brooks Faustina A Chapter Vice President 1.00
Officer Director
$0 $0 $0
Coleman Miranda L Chapter Vice President 1.00
Officer Director
$0 $0 $0
Cooperman Elizabeth Chapter Vice President 1.00
Officer Director
$0 $0 $0
Eckler David C Chapter Vice President 1.00
Officer Director
$0 $0 $0
Knight Ralph H Chapter Vice President 1.00
Officer Director
$0 $0 $0
Langston James R Chapter Vice President 1.00
Officer Director
$0 $0 $0
Lopata Michael J Chapter Vice President 1.00
Officer Director
$0 $0 $0
Orlich Joshua A Chapter Vice President 1.00
Officer Director
$0 $0 $0
Page Christina Chapter Vice President 1.00
Officer Director
$0 $0 $0
Walk Brooklynn A Chapter Vice President 1.00
Officer Director
$0 $0 $0
Zabala Torres David E Chapter Vice President 1.00
Officer Director
$0 $0 $0
Aildasani Harshita P Chapter Secretary 1.00
Officer Director
$0 $0 $0
Broyles Emma Chapter Secretary/Treasurer 1.00
Officer Director
$0 $0 $0
Chastain Trey A Chapter Secretary/Treasurer 1.00
Officer Director
$0 $0 $0
Colwell Edmund R Chapter Secretary 1.00
Officer Director
$0 $0 $0
Futch Diane B Chapter Secretary 1.00
Officer Director
$0 $0 $0
Goggans Lacey M Chapter Secretary/Treasurer 1.00
Officer Director
$0 $0 $0
Koleszar Brian Chapter Secretary/Treasurer 1.00
Officer Director
$0 $0 $0
Lanier Jade T Chapter Secretary 1.00
Officer Director
$0 $0 $0
Mosley Shelby Chapter Secretary 1.00
Officer Director
$0 $0 $0
Sullivan Chelsea W Chapter Secretary/Treasurer 1.00
Officer Director
$0 $0 $0
Thaw Taylor R Chapter Secretary/Treasurer 1.00
Officer Director
$0 $0 $0
Watson Sarah K Chapter Secretary 1.00
Officer Director
$0 $0 $0
Birdsong Jordan Chapter Treasurer 1.00
Officer Director
$0 $0 $0
Classon Carlye G Chapter Treasurer 1.00
Officer Director
$0 $0 $0
Reynolds Tracy Chapter Treasurer 1.00
Officer Director
$0 $0 $0
Smith Michael A Chapter Treasurer 1.00
Officer Director
$0 $0 $0
Taylor Shelby Chapter Treasurer 1.00
Officer Director
$0 $0 $0
Thelen Peter W Sr Chapter Treasurer 1.00
Officer Director
$0 $0 $0
Tumperi Linda B Chapter Treasurer 1.00
Officer 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 $172,156 $168,898 $208,017 $3,258
2024 $166,287 $170,904 $204,759 $-4,617
2023 $163,695 $162,649 $209,376 $1,046
2022 $149,873 $125,402 $208,330 $24,471
2021 $127,667 $87,271 $183,859 $40,396
2020 $175,904 $149,234 $143,463 $26,670
2019 $220,907 $220,858 $174,006 $49
2018 $241,651 $244,836 $172,455 $-3,185
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