Civic Intelligence

Conservatorship Association of Tennessee Inc

990 • Fiscal year 2018 • EIN 26-3898590

Jan 01, 2018 to Dec 31, 2018 • Filed on May 08, 2019

Organization ProfileWWW.CATENN.ORG
P O Box 369Greeneville, TN 37744-0369

(423) 638-8071

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$42,411

Up $4,169 (+11%) from 2017

Net Assets

Up

$42,411

Up $4,169 (+11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin77th percentile

Revenue

Up

$19,516

Up $2,285 (+13%) from 2017

Expenses

Up

$15,347

Up $219 (+1.4%) from 2017

Net Income

Up

$4,169

Up $2,066 (+98%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2013: $26,519Liabilities 2013: $0Net Assets 2013: $26,5192013Assets 2014: $33,606Liabilities 2014: $0Net Assets 2014: $33,6062014Assets 2015: $41,394Liabilities 2015: $0Net Assets 2015: $41,3942015Assets 2016: $36,139Liabilities 2016: $0Net Assets 2016: $36,1392016Assets 2017: $38,242Liabilities 2017: $0Net Assets 2017: $38,2422017Assets 2018: $42,411Liabilities 2018: $0Net Assets 2018: $42,4112018Assets 2019: $46,119Liabilities 2019: $0Net Assets 2019: $46,1192019Assets 2020: $44,954Liabilities 2020: $0Net Assets 2020: $44,9542020Assets 2021: $43,624Liabilities 2021: $0Net Assets 2021: $43,6242021Assets 2022: $38,501Liabilities 2022: $0Net Assets 2022: $38,5012022Assets 2023: $28,441Liabilities 2023: $0Net Assets 2023: $28,4412023Assets 2024: $23,715Liabilities 2024: $0Net Assets 2024: $23,7152024

Highlighted filing

2018

Assets$42,411
Liabilities$0
Net Assets$42,411
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10K-$20KRevenue 2013: $17,987Expenses 2013: $5,575Net Income 2013: $12,4122013Revenue 2014: $15,881Expenses 2014: $8,794Net Income 2014: $7,0872014Revenue 2015: $19,170Expenses 2015: $11,382Net Income 2015: $7,7882015Revenue 2016: $16,932Expenses 2016: $22,187Net Income 2016: -$5,2552016Revenue 2017: $17,231Expenses 2017: $15,128Net Income 2017: $2,1032017Revenue 2018: $19,516Expenses 2018: $15,347Net Income 2018: $4,1692018Revenue 2019: $20,781Expenses 2019: $17,073Net Income 2019: $3,7082019Revenue 2020: $8,400Expenses 2020: $9,565Net Income 2020: -$1,1652020Revenue 2021: $5,380Expenses 2021: $6,710Net Income 2021: -$1,3302021Revenue 2022: $4,365Expenses 2022: $9,488Net Income 2022: -$5,1232022Revenue 2023: $8,615Expenses 2023: $18,675Net Income 2023: -$10,0602023Revenue 2024: $10,155Expenses 2024: $14,881Net Income 2024: -$4,7262024

Highlighted filing

2018

Revenue$19,516
Expenses$15,347
Net Income$4,169
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 8, 2019
Return Version
2018v3.1
Gross Receipts
$19,516
Mission and Program Overview

Mission

The conservatorship association of tennessee, inc., was organized to advocate for quality representation for people with disabilities. The association educates through seminars and resources to provide training and education to guardians and conservators.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$38,242$42,411▲ $4,169
Total Assets$38,242$42,411▲ $4,169
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$38,242$42,411▲ $4,169
Total Net Assets Fund Balance$38,242$42,411▲ $4,169
Total Liabilities and Net Assets / Fund Balance$38,242$42,411▲ $4,169
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Michelle PossPresident
James R HolmesBoard Member
Jeanne Caudill YoungBoard Member
John T Johnson Ph DBoard Member
Kathleen ClintonBoard Member
Rachelle Gallimore-scruggsBoard Member
W Frank Brown IiiBoard Member
Doug TeagueEx-officio M
Janice CloudEx-officio M
Steve HilgadiackEx-officio M
Steve TepleyEx-officio M
Joan SmithSecretary
Linda J NorwoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,972
Program Service Revenue
$13,544
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$4,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,347
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$11,809--$11,809
Fees for Services Accounting$1,674--$1,674
Insurance$1,035--$1,035
Office Expenses$729--$729
Advertising$100--$100
Total Functional Expenses$15,347$0$0$15,347
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

“Bylaws were amended in 2018. The amendment was to section 10, article iv, b)board meeting nonattendance for two consecutive, regularly scheduled meetings without providing good cause notice in advance to the president, may constitute grounds for removal of the board member.”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Conservatorship Association of
EIN
26-3898590
Phone
4236388071
Address
P O BOX 369, GREENEVILLE, TN 37744-0369

Signing Officer

Name
Michelle Poss
Title
President
Phone
4236388071
Signed
2019-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Poss
Formed
2008
Legal Domicile
Tn
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
8

Preparer

Firm
Craine Thompson & Jones Pc
Address
225 W FIRST NORTH ST, MORRISTOWN, TN 37814
Preparer
Ginger S Elmore CPA
Phone
4235867650
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The conservatorship association of tennessee, inc., was organized to advocate for quality representation for people with disabilities. The association educates through seminars and resources to provide training and education to guardians and conservators.”

Form 990, Page 1, Part I, Line 6

“Volunteers assist with various duties at the annual conference. Duties include the following: registration - name tag table, make sure all speakers receive name tags, hand out programs, hand out evaluation forms, assist with on-site registration, and registering people for cle and ceu credits. Exhibitors - assist with set up. Audio/video assistance. End of day - two volunteers at each door to collect evaluation forms, name tags, cle forms, and ceu forms.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CONSERVATORSHIP ASSOCIATION OF TENNESSEE, INC., WAS ORGANIZED TO ADVOCATE FOR QUALITY REPRESENTATION FOR PEOPLE WITH DISABILITIES. THE ASSOCIATION EDUCATES THROUGH SEMINARS AND RESOURCES TO PROVIDE TRAINING AND EDUCATION TO GUARDIANS AND CONSERVATORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS ASSIST WITH VARIOUS DUTIES AT THE ANNUAL CONFERENCE. DUTIES INCLUDE THE FOLLOWING: REGISTRATION - NAME TAG TABLE, MAKE SURE ALL SPEAKERS RECEIVE NAME TAGS, HAND OUT PROGRAMS, HAND OUT EVALUATION FORMS, ASSIST WITH ON-SITE REGISTRATION, AND REGISTERING PEOPLE FOR CLE AND CEU CREDITS. EXHIBITORS - ASSIST WITH SET UP. AUDIO/VIDEO ASSISTANCE. END OF DAY - TWO VOLUNTEERS AT EACH DOOR TO COLLECT EVALUATION FORMS, NAME TAGS, CLE FORMS, AND CEU FORMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BYLAWS WERE AMENDED IN 2018. THE AMENDMENT WAS TO SECTION 10, ARTICLE IV, B)BOARD MEETING NONATTENDANCE FOR TWO CONSECUTIVE, REGULARLY SCHEDULED MEETINGS WITHOUT PROVIDING GOOD CAUSE NOTICE IN ADVANCE TO THE PRESIDENT, MAY CONSTITUTE GROUNDS FOR REMOVAL OF THE BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt042411
IRS990/TotalAssetsGrp/BOYAmt038242
IRS990/TotalAssetsGrp/EOYAmt042411
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05972
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt015347
IRS990/TotalFunctionalExpensesGrp/TotalAmt015347
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt038242
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt042411
IRS990/TotalProgramServiceExpensesAmt015347
IRS990/TotalProgramServiceRevenueAmt013544
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013544
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019516
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt038242
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt042411
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt038242
IRS990/UnrestrictedNetAssetsGrp/EOYAmt042411
IRS990/USAddress/AddressLine1Txt095 WHITE BRIDGE PIKE STE 509
IRS990/USAddress/CityNm0NASHVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037205
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.CATENN.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE POSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04236388071
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSERVATORSHIP ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TENNESSEE INC
ReturnHeader/Filer/BusinessNameControlTxt0CONS
ReturnHeader/Filer/EIN0263898590
ReturnHeader/Filer/PhoneNum04236388071
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 369
ReturnHeader/Filer/USAddress/CityNm0GREENEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0377440369
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0882A02783A972C851ED5A16B40E4F7434E4DD08E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0437F419F608BAA961409D694136F775E13F9F176
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.170.108.43
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:04:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621099059
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRAINE THOMPSON & JONES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 W FIRST NORTH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORRISTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037814
ReturnHeader/PreparerPersonGrp/PhoneNum04235867650
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GINGER S ELMORE CPA
ReturnHeader/ReturnTs02019-05-13T10:04:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,411
Liabilities
$0
Net assets
$42,411
Revenue
$19,516
Expenses
$15,347
Net income
$4,169
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$10.2$14.9$4.73
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.4$0.00$28.4$8.62$18.7$10.1
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.5$0.00$38.5$4.37$9.49$5.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.6$0.00$43.6$5.38$6.71$1.33
2020Detailed filing. Detailed filing data is available for this year.$45.0$0.00$45.0$8.40$9.57$1.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.1$0.00$46.1$20.8$17.1$3.71
2018Detailed filing. Detailed filing data is available for this year.$42.4$0.00$42.4$19.5$15.3$4.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.2$0.00$38.2$17.2$15.1$2.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.1$0.00$36.1$16.9$22.2$5.26
2015Detailed filing. Detailed filing data is available for this year.$41.4$0.00$41.4$19.2$11.4$7.79
2014Detailed filing. Detailed filing data is available for this year.$33.6$0.00$33.6$15.9$8.79$7.09
2013Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$18.0$5.58$12.4