Civic Intelligence

Georgia Association of Enrolled Agents Inc

EIN 58-1917229 • 501(c)6 • Tucker, GA

Profile

Provide professional continuing educa

4537 Lavista RdTucker, GA 30084

www.4gaea.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

36th percentile

-6.3%

Higher net margin than 36% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

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.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

46th percentile

-3.6%

Faster asset growth than 46% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

74th percentile

17%

Faster revenue growth than 74% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$134,774

Down $4,970 (-3.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

$134,774

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue51st percentileNet Margin36th percentile

Revenue

Up

$78,510

Up $11,281 (+17%) from 2024

Expenses

Up

$83,480

Up $22,524 (+37%) from 2024

Net Income

Down

-$4,970

Down $11,243 (-179%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $54,779Liabilities 2012: $02012Assets 2013: $96,773Liabilities 2013: $25,065Net Assets 2013: $71,7082013Assets 2014: $90,688Liabilities 2014: $0Net Assets 2014: $90,6882014Assets 2015: $91,025Liabilities 2015: $0Net Assets 2015: $91,0252015Assets 2016: $103,288Liabilities 2016: $0Net Assets 2016: $103,2882016Assets 2017: $107,986Liabilities 2017: $0Net Assets 2017: $107,9862017Assets 2018: $109,761Net Assets 2018: $109,7612018Assets 2019: $117,618Liabilities 2019: $4,241Net Assets 2019: $113,3772019Assets 2020: $118,641Liabilities 2020: $02020Assets 2021: $116,969Net Assets 2021: $116,9692021Assets 2022: $123,744Liabilities 2022: $02022Assets 2023: $133,471Liabilities 2023: $02023Assets 2024: $139,744Liabilities 2024: $02024Assets 2025: $134,774Liabilities 2025: $0Net Assets 2025: $134,7742025

Highlighted filing

2025

Assets$134,774
Liabilities$0
Net Assets$134,774
Open 2025 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $62,509Expenses 2012: $63,300Net Income 2012: -$7912012Revenue 2013: $68,648Expenses 2013: $51,719Net Income 2013: $16,9292013Revenue 2014: $66,371Expenses 2014: $47,391Net Income 2014: $18,9802014Revenue 2015: $63,329Expenses 2015: $66,462Net Income 2015: -$3,1332015Revenue 2016: $68,217Expenses 2016: $55,954Net Income 2016: $12,2632016Revenue 2017: $59,225Expenses 2017: $54,527Net Income 2017: $4,6982017Revenue 2018: $57,612Expenses 2018: $55,835Net Income 2018: $1,7772018Revenue 2019: $58,892Expenses 2019: $55,277Net Income 2019: $3,6152019Revenue 2020: $24,085Expenses 2020: $18,821Net Income 2020: $5,2642020Revenue 2021: $49,607Expenses 2021: $51,669Net Income 2021: -$2,0622021Revenue 2022: $65,795Expenses 2022: $58,237Net Income 2022: $7,5582022Revenue 2023: $64,474Expenses 2023: $54,747Net Income 2023: $9,7272023Revenue 2024: $67,229Expenses 2024: $60,956Net Income 2024: $6,2732024Revenue 2025: $78,510Expenses 2025: $83,480Net Income 2025: -$4,9702025

Highlighted filing

2025

Revenue$78,510
Expenses$83,480
Net Income-$4,970
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$134,774
Liabilities
$0
Net assets
$134,774
Revenue
$78,510
Expenses
$83,480
Net income
-$4,970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.79$0.83$0.05
2024Summary only. Only limited summary data is available for this year.$1.40$0.00$0.67$0.61$0.06
2023Summary only. Only limited summary data is available for this year.$1.33$0.00$0.64$0.55$0.10
2022Summary only. Only limited summary data is available for this year.$1.24$0.00$0.66$0.58$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$1.17$0.50$0.52$0.02
2020Summary only. Only limited summary data is available for this year.$1.19$0.00$0.24$0.19$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.04$1.13$0.59$0.55$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.10$1.10$0.58$0.56$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.59$0.55$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.68$0.56$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.63$0.66$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.66$0.47$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.25$0.72$0.69$0.52$0.17
2012Summary only. Only limited summary data is available for this year.$0.55$0.00$0.63$0.63$0.01
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 21, 2018
Return Version
2017v2.2
Gross Receipts
$57,612
Mission and Program Overview

Mission

Provide professional continuing educ

Provide prefessional continuing education

Program Services

DescriptionGrantsExpenses
conducted annual convention for cpe for enrolled agents; hosted national education providers for local cpe events; and conducted monthly chapter meetings--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS HARDY EAPresident-$0--
JULIAN ROBINSON EAVice President-$0--
MERRY BRODIE EATreasurer-$0--
LAWRENCE BLAIR EASecretary-$0--
TIBBY LLEWELLYN EADirector-$0--
JONNA TRUAN EADirector-$0--
MARK PEYKOFF EADirector-$0--
ALEX MESADOR EADirector-$0--
HENRIETTA MOORE EADirector-$0--
ART AUBE EADirector-$0--
DIANA HOLMES EADirector-$0--
SANDY DEFOE EADirector-$0--
WILLIAM G NEMETH EAExecutive Director-$0--
CINDY KLEIN EADirector-$0--
BEN TALLMAN EADirector-$0--
Filing and Contact Details

Filer

Filer Name
Georgia Association of Enrolled Agents Inc
EIN
58-1917229
Phone
7707134578
Address
4537 LAVISTA RD, TUCKER, GA 30084

Signing Officer

Name
William G Nemeth Ea
Title
President
Phone
7707134578
Signed
2018-08-21
Discuss with paid preparer
No

Preparer

Firm
Oakleaf Financial Services LLC
Address
4537 LAVISTA RD, TUCKER, GA 30084
Preparer
Diana Holmes Ea
Phone
7707134578
Supplemental Narrative

Additional Explanations

Part I, line 10

“Activity: LEGAL DEFENSE FUND Grantee Name: NV SOC OF ENROLLED AGENTS Grantee Address: LAS VEGAS NV 89101 Amount: 5000 Relationship:”

Part I, line 16

“Description: PROGRAM EXPENSE Amount: 45502”

Part I, line 16

“Description: OPERATING EXPENSE Amount: 1380”

Part I, line 16

“Description: TRAVEL AND BOD MEETING FEES Amount: 3953”

Raw XML Appendix168 raw XML fields

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

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0DIANA HOLMES EA
IRS990EZ/BooksInCareOfDetail/PhoneNum07707134578
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04537 LAVISTA RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TUCKER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030084
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0107986
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0109761
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01777
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0107986
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0109761
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt057612
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0448
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015472
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0107986
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0109763
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0107986
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0109761
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt122
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt132
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt142
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS HARDY EA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIAN ROBINSON EA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MERRY BRODIE EA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAWRENCE BLAIR EA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TIBBY LLEWELLYN EA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JONNA TRUAN EA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARK PEYKOFF EA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALEX MESADOR EA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HENRIETTA MOORE EA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ART AUBE EA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DIANA HOLMES EA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SANDY DEFOE EA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12WILLIAM G NEMETH EA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13CINDY KLEIN EA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14BEN TALLMAN EA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt050835
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE PREFESSIONAL CONTINUING EDUCATION
IRS990EZ/ProgramServiceRevenueAmt041692
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0conducted annual convention for cpe for enrolled agents; hosted national education providers for local cpe events; and conducted monthly chapter meetings
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055835
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt057612
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity: LEGAL DEFENSE FUND Grantee Name: NV SOC OF ENROLLED AGENTS Grantee Address: LAS VEGAS NV 89101 Amount: 5000 Relationship:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: PROGRAM EXPENSE Amount: 45502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: OPERATING EXPENSE Amount: 1380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: TRAVEL AND BOD MEETING FEES Amount: 3953
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM G NEMETH EA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07707134578
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGIA ASSOCIATION OF ENROLLED AGENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0581917229
ReturnHeader/Filer/PhoneNum07707134578
ReturnHeader/Filer/USAddress/AddressLine1Txt04537 LAVISTA RD
ReturnHeader/Filer/USAddress/CityNm0TUCKER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030084
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01B6971D283ABAD32EBB18C4CC7A8DFE39851B15A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09999999999999999999999999999999999999999
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.55.240.86
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:00:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0651273460
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OAKLEAF FINANCIAL SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04537 LAVISTA RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCKER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030084
ReturnHeader/PreparerPersonGrp/PhoneNum07707134578
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANA HOLMES EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-31T09:57:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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