Florida Chapter of the National

Nonprofit profile at a glance

EIN
592899541
IRS 990-EZ coverage
2014–2024
Forms available
Form 990 2017, Form 990-EZ 2024, Form 990-N 2013
Location
Jacksonville, FL, USA
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$44,693
Expenses
$78,825
Assets
$41,584
Liabilities
$4,769

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Amy Brosnan (President)
  • Laura Wood (Vice President)

People named in this filing

  • Amy Brosnan (President)
  • Laura Wood (Vice President)
  • Doris Dimon (Secretary)

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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Education for tax professionals

What it reported doing in 2024

Educational conferences for tax professionals

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of total spending goes to programs and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 82
  • Sustainability: 22
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 92.7%; rating input score 93
  • Program expense ratio: 52.5%; rating input score 53

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -76.4%; rating input score 9; 9th percentile among comparable filings
  • Total-asset coverage ratio: 0.53; rating input score 31; 31st percentile among comparable filings
  • Liabilities to assets ratio: 0.11; rating input score 17; 17th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 5.3% per year; rating input score 100; 63rd percentile among comparable filings
  • Revenue growth: 4.5% per year; rating input score 100; 70th percentile among comparable filings
  • Asset growth: 19.3% per year; rating input score 100; 85th percentile among comparable filings

Details

  • Where the money goes: 92.7% of revenue deployed · 52.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $41K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 9 filing years from 2014 to 2024
  • 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.

  • Review — Financial Efficiency: Program expense ratio scored 53/100.
  • High — Sustainability: Operating margin scored 9/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 31/100.
  • High — Sustainability: Liabilities to assets ratio scored 17/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.