Civic Intelligence

Conservatorship Association of Tennessee Inc

990 • Fiscal year 2019 • EIN 26-3898590

Jan 01, 2019 to Dec 31, 2019 • Filed on May 20, 2020

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

60th percentile

8.7%

Faster asset growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

6.5%

Faster revenue growth than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$46,119

Up $3,708 (+8.7%) from 2018

Net Assets

Up

$46,119

Up $3,708 (+8.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin73rd percentile

Revenue

Up

$20,781

Up $1,265 (+6.5%) from 2018

Expenses

Up

$17,073

Up $1,726 (+11%) from 2018

Net Income

Down

$3,708

Down $461 (-11%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2019

Assets$46,119
Liabilities$0
Net Assets$46,119
Open 2019 Filing

Operations Trend

Revenue Growth58th 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

2019

Revenue$20,781
Expenses$17,073
Net Income$3,708
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 20, 2020
Return Version
2019v5.0
Gross Receipts
$20,781
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$42,411$46,119▲ $3,708
Total Assets$42,411$46,119▲ $3,708
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$42,411$46,119▲ $3,708
Total Net Assets Fund Balance$42,411$46,119▲ $3,708
Total Liabilities and Net Assets / Fund Balance$42,411$46,119▲ $3,708
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Michelle PossPresident
Emily KearneyBoard Member
James R HolmesBoard Member
Jennifer SheppardBoard Member
John T Johnson Ph DBoard Member
Therese CaslerBoard Member
W Frank Brown IiiBoard Member
Doug TeagueEx-officio M
Janice CloudEx-officio M
Linda J NorwoodEx-officio M
Steve HilgadiackEx-officio M
Karl D Warden JdSecretary
Rachelle Gallimore-scruggsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,237
Program Service Revenue
$14,469
Investment Income
$0
Other Revenue
$75
Change in Net Assets
$3,708
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,073
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$11,490--$11,490
Office Expenses$2,374--$2,374
Fees for Services Accounting$1,953--$1,953
Insurance$1,041--$1,041
Fees for Services Other$315--$315
Advertising$-100--$-100
Total Functional Expenses$17,073$0$0$17,073
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
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 11B

“The form 990 is reviewed by the bookkeeper and board president or treasurer prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request at the administrative address.”

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
2020-05-20
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 cat 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. Audio/video - assisted with presentations. End of day - two volunteers at each door to collect evaluation forms, name tags, cle forms, and ceu forms. We had a total of eight volunteers help at the conference.”

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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019170
IRS990ScheduleA/Total509Grp/TotalAmt093630
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt016932
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IRS990/ScheduleJRequiredInd0false
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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 CAT 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. AUDIO/VIDEO - ASSISTED WITH PRESENTATIONS. END OF DAY - TWO VOLUNTEERS AT EACH DOOR TO COLLECT EVALUATION FORMS, NAME TAGS, CLE FORMS, AND CEU FORMS. WE HAD A TOTAL OF EIGHT VOLUNTEERS HELP AT THE CONFERENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE BOOKKEEPER AND BOARD PRESIDENT OR TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ADMINISTRATIVE ADDRESS.
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt017073
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt046119
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IRS990/TotalProgramServiceRevenueAmt014469
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020781
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt046119
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IRS990/TypeOfOrganizationCorpInd0X
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONSERVATORSHIP ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TENNESSEE INC
ReturnHeader/Filer/BusinessNameControlTxt0CONS
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ReturnHeader/FilingSecurityInformation/IPDt02020-06-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:07:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621099059
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRAINE THOMPSON & JONES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 W FIRST NORTH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORRISTOWN
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037814
ReturnHeader/PreparerPersonGrp/PhoneNum04235867650
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GINGER S ELMORE CPA
ReturnHeader/ReturnTs02020-06-08T08:07:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,119
Liabilities
$0
Net assets
$46,119
Revenue
$20,781
Expenses
$17,073
Net income
$3,708
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
2019Detailed filing. Detailed filing data is available for this year.$46.1$0.00$46.1$20.8$17.1$3.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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