Educational & Memorial Foundation of the Tennessee Society of Cpas
Donations deductibleEducational & Memorial Foundation of the Tennessee Society of Cpas' network
13 people6 organisationsi13 people and 6 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (13). Violet dotted lines (17) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
13 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 113 voting members of its governing body on its latest Form 990 Part VI; we list 13 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Heather Batson Chair | Chair-Elect | 2019 | 7 yrs |
| Jonathan Bailey Chair | Past Chair | 2020 | 6 yrs |
| Kelly Crow Chair | Chair | 2019 | 7 yrs |
| Alden Ward | Dir of Membership Engagement | 2025 | 1 yr |
| Andrea Meinardi | Director | 2025 | 1 yr |
| Courtney Bach | Director | 2025 | 1 yr |
| Dimeta Smith Knight | Director | 2023 | 3 yrs |
| Gina Pruitt | Treasurer | 2022 | 4 yrs |
| Jenneen Reed | Director | 2024 | 2 yrs |
| Keith O'Connor | Director | 2024 | 2 yrs |
| Marilyn Young | Director | 2024 | 2 yrs |
| Richard Hill | Director | 2022 | 4 yrs |
| Stephanie Fowler | Director | 2025 | 1 yr |
Officers and senior leadership
8 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Aleshia D Garrett | Dir of Communications & Technology | since 2023 |
| Anita Hamilton | Chair-Elect | 2019 |
| B Bradford Floyd | President/CEO | since 2019 |
| Justin J Steele | Dir of Prof Development | since 2023 |
| Kara N Fitzgerald | President/CEO | since 2019 |
| Kathryn B Cheek | Chief Operating Officer | since 2023 |
| Mark Steadman | Chair | 2019 |
| Michael Linder | Technology Project Manager | 2025 |
Pay and hours
year to 31 March 2026iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Stephanie Mitchell | Director | 1 | $0 | ||
| Kelly Crow | Past Chair | 1 | $0 | ||
| Heather Batson | Chair | 1 | $0 | ||
| Gina Pruitt | Chair-Elect | 1 | $0 | ||
| Richard Hill | Treasurer | 1 | $0 | ||
| Claude Blankenship | Director | 1 | $0 | ||
| Dimeta Smith Knight | Director | 1 | $0 | ||
| Keith O'connor | Director | 1 | $0 | ||
| Marilyn Young | Director | 1 | $0 | ||
| Courtney Bach | Director | 1 | $0 | ||
| Stephanie Fowler | Director | 1 | $0 | ||
| Andrea Meinardi | Director | 1 | $0 | ||
| Kara Fitzgerald | President/CEO | 6 | $0 | $370k | $25k |
| Kathryn B Cheek | Chief Operating Officer | 8 | $0 | $166k | $18k |
| Justin J Steele | Dir of Prof Development | 38 | $0 | $131k | $1k |
| Aleshia D Garrett | Dir of Communications & Te | 8 | $0 | $106k | $9k |
| Michael Lindner | Technology Project Manager | 32 | $0 | $105k |
About
- Legal name
- Educational & Memorial Foundation of the Tennessee Society of Cpas
- EIN
- 620854743
- Address
- 201 Powell Pl, Brentwood, TN, 37027-7522
- State
- Tennessee
- Mission
- To further the study, 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. (as filed on the Form 990)
- Activity (NTEE)
- B82Z Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 6 (IRS master file code)
- Formed
- 1971
- Principal officer
- Kara N Fitzgerald (as named on the Form 990)
- IRS ruling date
- 1 March 1972
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedSUPPORTTennessee Society of Certified Public AccountantsRelatedCHAPTERSTennessee Society of Cpas Group (Chapters)
Longest observed on the filings
≥7years on the filingsHeather Batson
≥7years on the filingsKelly Crow
≥6years on the filingsJonathan Bailey
≥4years on the filingsGina Pruitt
Latest return
year to 31 March 2026iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 March 2026. US dollars, as filed.- Total assets
- $4.3m
- Total liabilities
- $158k
- Net assets or fund balances
- $4.1m
- Contributions and grants received
- $335k
- Program service revenue
- $2m
- Grants and similar paid out
- $268k
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $2.4m | $2.4m | Deficit $63k |
As filed on the IRS Form 990. US dollars.