Nonprofit · EIN 13-3179394
SOCIETY FOR ADVANCEMENT OF MANAGEMENT
Tax-exempt · ORLANDO, FL 32878
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990 | $95,546 | $137,884 | -$42,338 | $94,985 | $0 | $94,985 |
| June 30, 2023 | 990 | $81,260 | $119,100 | -$37,840 | $137,323 | $0 | $137,323 |
Financial details: 990 for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $14,266
- Membership dues
- $9,375
- Program service revenue
- $81,273
- Investment income
- $7
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $327
- Accounting fees
- $790
- Travel
- $6,143
- Program services (functional)
- $107,324
- Management and general (functional)
- $30,560
Balance sheet and other
- Total assets, start of year
- $137,323
- Total assets, end of year
- $94,985
- Total liabilities, end of year
- $0
- Net assets, end of year
- $94,985
- Net assets without donor restrictions
- $94,985
- Gross receipts
- $95,546
- Employees
- 0
- Volunteers
- 35
- Year formed
- 1982
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REZA KHEIRANDISH | PRESIDENT Trustee or director, Officer | 5 | $0 |
| HENRY JOHNSON | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| WESLEY LOPEZ | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| ALLYSON DOLAN | SECRETARY Trustee or director, Officer | 5 | $0 |
| MIKALA GROSHONG | TREASURER Trustee or director, Officer | 5 | $0 |
| SUSAN ELKINS | PAST-PRESIDENT Trustee or director, Officer | 5 | $0 |
| PATRICK ENDICOTT | EXECUTIVE DIRECTOR Trustee or director, Officer | 25 | $0 |
| AVINANDAN MUKHERJEE | DIRECTOR Trustee or director, Officer | 3 | $0 |
| GEORGE GARNER | DIRECTOR Trustee or director | 3 | $0 |
| SANDI ZELJKO | DIRECTOR Trustee or director | 3 | $0 |
| HEIDI BATISTE | DIRECTOR Trustee or director | 3 | $0 |
| JOSHUA BEHL | DIRECTOR Trustee or director | 3 | $0 |
| ROBERT BELL | DIRECTOR Trustee or director | 3 | $0 |
| JAMES CALVIN | DIRECTOR Trustee or director | 3 | $0 |
| DESMOND COLLERAN | DIRECTOR Trustee or director | 3 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA KISER | DIRECTOR Trustee or director | 3 | $0 |
| DAVE LARSON | DIRECTOR Trustee or director | 3 | $0 |
| RASSULE HADIDI | DIRECTOR Trustee or director | 3 | $0 |
| GLEN MIDKIFF | DIRECTOR Trustee or director | 3 | $0 |
| KIMBERLY WHITT | DIRECTOR Trustee or director | 3 | $0 |
| SHELBY PERRY | DIRECTOR Trustee or director | 3 | $0 |
| JACKLYN PIERCE | DIRECTOR Trustee or director | 3 | $0 |
| ROY ROSSI | DIRECTOR Trustee or director | 3 | $0 |
| JORGE HERRERA | DIRECTOR Trustee or director | 3 | $0 |
| THOMAS PAYNE | DIRECTOR Trustee or director | 3 | $0 |
| COREY JOHNSON | DIRECTOR Trustee or director | 3 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN ELKINS | PRESIDENT Trustee or director, Officer | 5 | $0 |
| AVINANDAN MUKHERJEE | PAST-PRESIDENT Trustee or director, Officer | 5 | $0 |
| REZA KHEIRANDISH | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| HENRY JOHNSON | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| GEORGE GARNER | SECRETARY Trustee or director, Officer | 5 | $0 |
| SANDI ZELJKO | TREASURER Trustee or director, Officer | 5 | $0 |
| PATRICK ENDICOTT | EXECUTIVE DIRECTOR Trustee or director | 20 | $0 |
| HEIDI BATISTE | DIRECTOR Trustee or director | 3 | $0 |
| JOSHUA BEHL | DIRECTOR Trustee or director | 3 | $0 |
| ROBERT BELL | DIRECTOR Trustee or director | 3 | $0 |
| JAMES CALVIN | DIRECTOR Trustee or director | 3 | $0 |
| DESMOND COLLERAN | DIRECTOR Trustee or director | 3 | $0 |
| ALLYSON DOLAN | DIRECTOR Trustee or director | 3 | $0 |
| SUSAN EISNER | DIRECTOR Trustee or director | 3 | $0 |
| MIKALA GROSHONG | DIRECTOR Trustee or director | 3 | $0 |
| RASSULE HADIDI | DIRECTOR Trustee or director | 3 | $0 |
| SARA KISER | DIRECTOR Trustee or director | 3 | $0 |
| DAVE LARSON | DIRECTOR Trustee or director | 3 | $0 |
| WESLEY LOPEZ | DIRECTOR Trustee or director | 3 | $0 |
| GLEN MIDKIFF | DIRECTOR Trustee or director | 3 | $0 |
| MALAVIKA SUNDARARAJAN | DIRECTOR Trustee or director | 3 | $0 |
| KIMBERLY WHITT | DIRECTOR Trustee or director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 782001, ORLANDO, FL 32878-2001
- Principal officer (990 for 2023)
- Patrick Endicott, PO Box 782001, Orlando, FL 32878
- Signed the 990
- Patrick Endicott, Executive Director
- Phone
- (407) 279-0890
- Website
- www.samnational.org
Mission
THROUGH RESEARCH, DISCUSSION, PUBLICATION, AND OTHER APPROPRIATE MEANS TO CONDUCT AND PROMOTE SCIENTIFIC STUDY OF THE PRINCIPLES GOVERNING ORGANIZED EFFORT IN INDUSTRIAL AND ECONOMIC LIFE, INCLUDING BOTH LABOR AND MANAGEMENT; AND TO IMPART TO THE PUBLIC INFORMATION CONCERNING SAID PRINCIPLES AND THEIR VARIOUS APPLICATIONS FOR THE GENERAL BETTERMENT OF SOCIETY, PARTICULARLY BY, BUT NOT LIMITED TO, ELIMINATION OF UNNECESSARY EFFORT AND UNDULY BURDENSOME TOIL; AND TO RECEIVE, INVEST, REINVEST AND ADMINISTER FUNDS OR OTHER PROPERTY EXCLUSIVELY FOR THE ABOVE DESCRIBED SCIENTIFIC, EDUCATIONAL AND CHARITABLE PURPOSES. TO PROVIDE AN OPPORTUNITY FOR THE MEMBERS TO INCREASE MANAGEMENT SKILLS AND EXPERTISE THROUGH PARTICIPATION IN PROGRAMS AND SERVICES DESIGNED TO IMPROVE THE PROFESSIONAL QUALITY OF THEIR KNOWLEDGE, PERFORMANCE, AND LEADERSHIP ABILITY.
Program accomplishments
- COLLEGIATE PROGRAMMING: PROVIDED MATERIALS AND PUBLICATIONS TO GROUPS OF COLLEGE STUDENTS IN CHAPTERS TO SUPPLEMENT THEIR MANAGEMENT EDUCATION. ADDITIONALLY, PROVIDED AN MULTI-DIMENSIONAL INTERNATIONAL COLLEGIATE COMPETITION THAT BRINGS SKILLS FROM THE CLASSROOM INTO REAL-LIFE SITUATIONS TO PROVIDE STUDENTS WITH AN OPPORTUNITY TO PRACTICALLY APPLY THOSE LESSONS OUTSIDE THE ACADEMIC SETTING.Expenses $25,265 · grants $2,355 · revenue $16,800
- PUBLICATIONS & TRAINING: THE SOCIETY PUBLISHES THE SAM ADVANCED MANAGEMENT JOURNAL. A QUARTERLY-PUBLISHED, REFEREED JOURNAL THAT PROVIDES PRACTICAL MANAGERIAL RESEARCH FOR THE ACADEMIC AND PRACTITIONER COMMUNITIES. THE SOCIETY ALSO PROVIDES FOR EDUCATIONAL TRAINING AND DEVELOPMENT OF MANAGEMENT PROFESSIONALS AND STUDENTS. IT ALSO GENERATES A PODCAST FOR THE GENERAL GOOD OF THE MANAGEMENT COMMUNITYExpenses $19,663 · grants $500 · revenue $16,924
- INTERNATIONAL BUSINESS CONFERENCE: PRESENTED TO THE GENERAL PUBLIC, THE INTERNATIONAL BUSINESS CONFERENCE PROVIDES PRACTITIONERS, STUDENTS, AND ACADEMICIANS A VENUE FOR OPEN DISCUSSION ON LEADING TOPICS THAT ARE RELEVANT TO THE DISCIPLINE OF MANAGEMENT.Expenses $62,396 · grants $5,495 · revenue $39,199
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 13-3179394
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $94,985
- Income (IRS master file)
- $95,546
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2024 | $95,546 | $137,884 | $94,985 | XML |
| 990 | June 2023 | $81,260 | $119,100 | $137,323 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3179394).
Questions about SOCIETY FOR ADVANCEMENT OF MANAGEMENT
- What is the EIN of SOCIETY FOR ADVANCEMENT OF MANAGEMENT?
- The employer identification number (EIN) of SOCIETY FOR ADVANCEMENT OF MANAGEMENT is 13-3179394.
- Is SOCIETY FOR ADVANCEMENT OF MANAGEMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to SOCIETY FOR ADVANCEMENT OF MANAGEMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOCIETY FOR ADVANCEMENT OF MANAGEMENT file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOCIETY FOR ADVANCEMENT OF MANAGEMENT due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOCIETY FOR ADVANCEMENT OF MANAGEMENT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2024.
- Who is the principal officer of SOCIETY FOR ADVANCEMENT OF MANAGEMENT?
- The 990 for the year ended June 30, 2024 names Patrick Endicott.
- Who are the officers and directors of SOCIETY FOR ADVANCEMENT OF MANAGEMENT?
- The 990 for the year ended June 30, 2024 lists 26 people; 0 received compensation from the organization.
- How much revenue does SOCIETY FOR ADVANCEMENT OF MANAGEMENT have?
- On its 990 for the year ended June 30, 2024 it reported revenue of $95,546, expenses of $137,884 and total assets of $94,985 at year end.
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