The Group Inc
Nonprofit profile at a glance
- EIN
- 510177981
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- Columbus, GA, USA
- Phone
- 7063245435
- Rating confidence
- Limited
Reported finances
- Revenue
- $194,041
- Expenses
- $166,727
- Assets
- $145,150
- Liabilities
- $3,045
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- RONALD A LEVITT (PRESIDENT)
- KAREN ROTGIN-BIALEK (VICE PRESIDENT/MEMBERSHIP)
- JAMES D EGLESTON (VICE PRESIDENT/HEALTHCARE)
- PAULA A CALIMAFDE (VICE PRESIDENT/LEGISLATION)
- THOMAS E BROWN III (VICE PRESIDENT/COMP. COMM)
- GARY KUSHNER (EXECUTIVE VICE-PRESIDENT)
People named in this filing
- RONALD A LEVITT (PRESIDENT)
- KAREN ROTGIN-BIALEK (VICE PRESIDENT/MEMBERSHIP)
- JAMES D EGLESTON (VICE PRESIDENT/HEALTHCARE)
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
To maintain an organization which will promote the highest standards of professionalism, competency and camaraderie among its attorney, actuary, accountant and other members in their representation of small and closely held businesses, including health care providers and other professionals. To provide for an interchange among the members, on a confidential basis, of planning ideas, experiences and knowledge by participation in annual and regional meetings, the publication of newsletters and other member communications. To educate legislators and government officials in matters relating to taxation, employee benefits and health care, through the work of its members and its support of the small business council of america.
What it reported doing in 2024
Members of the organization participated in annual and regional meetings to promote planning ideas of small and closely held businesses. Total of 143 members during the year.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 59
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 14.1%; rating input score 65; 65th percentile among comparable filings
- Total-asset coverage ratio: 0.87; rating input score 55; 55th percentile among comparable filings
- Liabilities to assets ratio: 0.02; rating input score 37; 37th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -0.7% per year; rating input score 0; 18th percentile among comparable filings
- Asset growth: -1.6% per year; rating input score 0; 23rd percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 15 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- 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.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 55/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 37/100.