NonprofitsEducational & Memorial Foundation Of The Tennessee Society Of Cpas

Education

Educational & Memorial Foundation Of The Tennessee Society Of Cpas

BRENTWOOD, TN

Total revenue

$2.4M

Total expenses

$2.4M

Net assets

$3.9M

Grants received

$53K

6 grants

EIN

620854743

Tax year

2024

Mission

The mission is to further the study, practice, and/or teaching of accountancy and related fields through provision of educational opportunities to the cpa profession and providing scholarships for promising young accounting students.

Programs

2 programs

Scholarships for 137 students attending colleges in tennessee and majoring in accounting.

Expenses: $275KGrants: $275K

N/A

Financials

FY 2024

Revenue

Contributions & grants$231K
Program service revenue$2.0M
Investment income$125K
Other revenue$930
Total revenue$2.4M

Expenses

Grants paid$275K
Salaries & benefits$783K
Fundraising
Other expenses$1.4M
Total expenses$2.4M
Total assets$4.0M
Net assets$3.9M

People

18 listed

NameRoleCompensation

JONATHAN BAILEY

PAST CHAIR

Board

1 hrs/wk

KELLY CROW

CHAIR

Board

1 hrs/wk

HEATHER BATSON

CHAIR-ELECT

Board

1 hrs/wk

GINA PRUITT

TREASURER

Board

1 hrs/wk

RICHARD HILL

DIRECTOR

Board

1 hrs/wk

JENNEEN REED

DIRECTOR

Board

1 hrs/wk

DIMETA SMITH KNIGHT

DIRECTOR

Board

1 hrs/wk

KEITH O'CONNOR

DIRECTOR

Board

1 hrs/wk

MARILYN YOUNG

DIRECTOR

Board

1 hrs/wk

COURTNEY BACH

DIRECTOR

Board

1 hrs/wk

STEPHANIE FOWLER

DIRECTOR

Board

1 hrs/wk

ANDREA MEINARDI

DIRECTOR

Board

1 hrs/wk

ALDEN WARD

DIR OF MEMBERSHIP ENGAGEMENT

Board

40 hrs/wk

KARA FITZGERALD

PRESIDENT/CEO

Board

5 hrs/wk

KATHRYN B CHEEK

CHIEF OPERATING OFFICER

Staff

8 hrs/wk

JUSTIN J STEELE

DIR OF PROF DEVELOPMENT

Staff

39 hrs/wk

ALESHIA D GARRETT

DIR OF COMMUNICATIONS & TE

Staff

10 hrs/wk

MICHAEL LINDER

TECHNOLOGY PROJECT MANAGER

Staff

32 hrs/wk

Grants received

Showing 6 of 6

FromAmountPurposeYear
$50
MATCHING GIFTS
2023
$15K
For grant recipient's exempt purposes
2021
$15K
For grant recipient's exempt purposes
2021
$10K
GENERAL OPERATIONAL SUPPORT
2019
$500
GENERAL OPERATIONAL SUPPORT
2018

Funded by

$53K from 4 funders · 6 grants · 2018–2023

Community Foundation

$10K · 2 grants · 2018–2019

The Pfizer Foundation Inc

$50 · 1 grant · 2023

Details

EIN620854743
NTEE codeB82Z
Subsection03
Ruling date1972-03
Formed1971
Employees0
Volunteers113
EDUCATIONAL & MEMORIAL FOUNDATION OF THE TENNESSEE SOCIETY OF CPAS — Mission, Financials & Grants Received | Grantivo