Atlanta Tax Forum Inc

Nonprofit profile at a glance

EIN
581414894
IRS 990-EZ coverage
2010–2020
Forms available
Form 990-EZ 2020
Location
Atlanta, GA, USA
Phone
4042537500
Rating
36
Verdict
REVIEW
Rating confidence
Moderate

Reported finances

Revenue
$10,330
Expenses
$12,466
Assets
$20,217
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2020. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • PATTI RICHARDS (IMMEDIATE PAST PRESIDENT)
  • JERRY WEIL (PRESIDENT)
  • LYONETTE DAVIS (VICE PRESIDENT)

People named in this filing

  • DONNA BEATTY (BOARD MEMBER)
  • JEFF ROSENGARTEN CFP (TREASURER)
  • PATTI RICHARDS (IMMEDIATE PAST PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide continuing professional education to attorneys and certified public accountants practicing in the greater atlanta area.

What it reported doing in 2020

To provide continuing education to attorneys and certified public accountants practicing in the greater atlanta area with approximately 50 members attending each meeting.

Operating model

Revenue model
Membership-supported. 100% of the money available for current operations came from membership dues.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 2
  • Transparency & Controls: 82
  • Sustainability: 43
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 1.6%; rating input score 2
  • Program expense ratio: 1.3%; rating input score 1

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -20.7%; rating input score 29; 29th percentile among comparable filings
  • Total-asset coverage ratio: 1.62; rating input score 48; 48th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 73; 73rd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -8.9% per year; rating input score 0; 36th percentile among comparable filings
  • Asset growth: -10.5% per year; rating input score 0; 16th percentile among comparable filings

Details

  • Where the money goes: 1.6% of revenue deployed · 1.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $168 in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 10 filing years from 2010 to 2020
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Financial Efficiency: Mission deployment rate scored 2/100.
  • High — Financial Efficiency: Program expense ratio scored 1/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Operating margin scored 29/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.