Nonprofit · EIN 23-7177057
FINMAN CORPORATION
Also known as FINANCIAL MANAGEMENT ASSOCIATION
Tax-exempt · TAMPA, FL 33620
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,384,962 | $1,462,233 | -$77,271 | $3,623,926 | $0 | $3,623,926 |
| December 31, 2024 | 990 | $1,534,397 | $1,573,181 | -$38,784 | $3,320,062 | $0 | $3,320,062 |
| December 31, 2023 | 990 | $1,228,150 | $1,562,031 | -$333,881 | $3,071,645 | $0 | $3,071,645 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,289,905
- Investment income
- $89,074
- Royalties
- $2,175
- Other revenue
- $5,983
Expenses
- Grants and similar amounts paid
- $5,750
- Compensation of officers, directors and key employees
- $227,260
- Other salaries and wages
- $356,750
- Salaries, compensation and benefits (total)
- $703,656
- Professional fundraising fees
- $0
- Legal fees
- $13,609
- Accounting fees
- $14,500
- Occupancy
- $10,369
- Travel
- $123
Balance sheet and other
- Total assets, start of year
- $3,320,062
- Total assets, end of year
- $3,623,926
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,623,926
- Publicly traded securities
- $3,373,133
- Gross receipts
- $1,384,962
- Employees
- 6
- Volunteers
- 1,200
- Year formed
- 1970
- State of legal domicile
- IL
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHELLE LORD | Executive Director Key employee | 60 | $227,260 | $22,399 |
| RAGHAVENDRA RAU | President Officer | 2 | $0 | $0 |
| JEFFREY PONTIFF | Presidentelect Officer | 1 | $0 | $0 |
| ALEX EDMANS | VP Program Officer | 1 | $0 | $0 |
| JOHN GRIFFIN | VP Program Elect Officer | 1 | $0 | $0 |
| MICHAEL GOLDSTEIN | Secretary Treasurer Officer | 1 | $0 | $0 |
| KAREN ANN CRAIG | Student Chapter Chair Officer | 1 | $0 | $0 |
| JEFFREY COLES | Publication Comm Chair Officer | 1 | $0 | $0 |
| WEI WANG | VP Financial Education Officer | 1 | $0 | $0 |
| NICOLE BOYSON | Academic Director Officer | 1 | $0 | $0 |
| KRISTINE HANKINS | Academic Director Officer | 1 | $0 | $0 |
| JUN YANG | Academic Director Officer | 1 | $0 | $0 |
| ANUP AGRAWAL | Academic Director Officer | 1 | $0 | $0 |
| DAVID BECHER | Academic Director Officer | 1 | $0 | $0 |
| THOMAS CHEMMANUR | Academic Director Officer | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTOPHER GERARDI | Practitioner Director Officer | 1 | $0 |
| STEWART MAYHEW | Practitioner Director Officer | 1 | $0 |
| SCOTT BAUGUESS | Practitioner Director Officer | 1 | $0 |
| TOM GOSLING | Practitioner Director Officer | 1 | $0 |
| JENNIFER JUERGENS | Practitioner Director Officer | 1 | $0 |
| MARA FACCIO | Past President Officer | 1 | $0 |
| MICHELLE LOWRY | Second Past President Officer | 1 | $0 |
990 for the year ended December 31, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHELLE LORD | Executive Director Key employee | 60 | $222,056 | $21,823 |
| RAGHAVENDRA RAU | President Elect Officer | 1 | $0 | $0 |
| MARA FACCIO | President Officer | 2 | $0 | $0 |
| ALEX EDMANS | VP Program Elect Officer | 1 | $0 | $0 |
| JARRAD HARFORD | VP Program Officer | 1 | $0 | $0 |
| CHRISTINE PARLOUR | VP Global Services Officer | 1 | $0 | $0 |
| MICHAEL GOLDSTEIN | Secretary Treasurer Officer | 1 | $0 | $0 |
| KAREN ANN CRAIG | Student Chapter Chair Officer | 1 | $0 | $0 |
| JEFFREY COLES | Publication Comm Chair Officer | 1 | $0 | $0 |
| WEI WANG | VP Financial Education Officer | 1 | $0 | $0 |
| NICOLE BOYSON | Academic Director Officer | 1 | $0 | $0 |
| KRISTINE HANKINS | Academic Director Officer | 1 | $0 | $0 |
| JUN YANG | Academic Director Officer | 1 | $0 | $0 |
| ANUP AGRAWAL | Academic Director Officer | 1 | $0 | $0 |
| UTPAL BHATTACHARYA | Academic Director Officer | 1 | $0 | $0 |
| ALEXANDER LJUNGQVIST | Academic Director Officer | 1 | $0 | $0 |
| DALIDA KADYRZHANOVA | Practitioner Director Officer | 1 | $0 | $0 |
| MICHAEL PIWOWAR | Practitioner Director Officer | 1 | $0 | $0 |
| LORI WALSH | Practitioner Director Officer | 1 | $0 | $0 |
| SCOTT BAUGUESS | Practitioner Director Officer | 1 | $0 | $0 |
| TOM GOSLING | Practitioner Director Officer | 1 | $0 | $0 |
| JENNIFER JUERGENS | Practitioner Director Officer | 1 | $0 | $0 |
| ROBERT PARRINO | Trustee Chair Officer | 1 | $0 | $0 |
| MICHELLE LOWRY | Immediate Past Pres Officer | 1 | $0 | $0 |
| REENA AGGARWAL | Trustee Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHELLE LORD | Executive Director Key employee | 60 | $213,114 | $20,900 |
| MICHELLE LOWRY | President Officer | 2 | $0 | $0 |
| REENA AGGARWAL | Immediate Past Pres Officer | 1 | $0 | $0 |
| JEFFREY PONTIFF | VP Program Officer | 1 | $0 | $0 |
| JARRAD HARFORD | VP Program Elect Officer | 1 | $0 | $0 |
| CHRISTINE PARLOUR | VP Global Services Officer | 1 | $0 | $0 |
| MICHAEL GOLDSTEIN | Secretary Treasurer Officer | 1 | $0 | $0 |
| KAREN ANN CRAIG | Student Chapter Chair Officer | 1 | $0 | $0 |
| JEFFREY COLES | Publication Comm Chair Officer | 1 | $0 | $0 |
| RENEE ADAMS | VP Financial Education Officer | 1 | $0 | $0 |
| AUDRA BOONE | Academic Director Officer | 1 | $0 | $0 |
| ALEX EDMANS | Academic Director Officer | 1 | $0 | $0 |
| LALITHA NAVEEN | Academic Director Officer | 1 | $0 | $0 |
| ANUP AGARWAL | Academic Director Officer | 1 | $0 | $0 |
| UTPAL BHATTACHARYA | Academic Director Officer | 1 | $0 | $0 |
| ALEXANDER LJUNGQVIST | Academic Director Officer | 1 | $0 | $0 |
| DALIDA KADYRZHANOVA | Practitioner Director Officer | 1 | $0 | $0 |
| MICHAEL PIWOWAR | Practitioner Director Officer | 1 | $0 | $0 |
| LORI WALSH | Practitioner Director Officer | 1 | $0 | $0 |
| NINA BOYARCHENKO | Practitioner Director Officer | 1 | $0 | $0 |
| JANE BUCHAN | Practitioner Director Officer | 1 | $0 | $0 |
| MARK KRITZMAN | Practitioner Director Officer | 1 | $0 | $0 |
| ROBERT PARRINO | Trustee Chair Officer | 1 | $0 | $0 |
| MARA FACCIO | President Elect Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4202 E FOWLER AVE STOP BSN3403, TAMPA, FL 33620-5500
- In care of
- % MICHELLE LORD
- Principal officer (990 for 2025)
- Michelle Lord, 4202 E Fowler Ave Ste BSN 3403, Tampa, FL 33620
- Signed the 990
- MICHELLE LORD, Executive Director
- Phone
- (833) 946-4512
- Website
- www.fma.org
Mission
Serve the finance community by broadening common interests between academics & practitioners; offer opportunities for professional interaction; promote research & education.
Program accomplishments
- Publications - FMA published one refereed journal, Financial Management (quarterly). The goal of the journal is to extend the body of knowledge of finance.
- Meetings - FMA hosts meetings in North America, Europe, Asia/Pacific, and on occasion, in an additional international location, where formal research presentations are given along with a variety of panel discussions each year. The goal is to provide a forum for new and unpublished research and discourse on current finance topics.
- Student Chapter Programs - encourage and reward scholarship and accomplishments in finance among college students. Approximately 1,000 students participated in FMA National Honor Society and other programs
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7177057
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,320,062
- Income (IRS master file)
- $1,534,397
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,384,962 | $1,462,233 | $3,623,926 | XML |
| 990 | December 2024 | $1,534,397 | $1,573,181 | $3,320,062 | XML |
| 990 | December 2023 | $1,228,150 | $1,562,031 | $3,071,645 | XML |
| 990 | December 2022 | $1,247,249 | $1,404,811 | $3,046,321 | IRS |
| 990 | December 2021 | $1,000,447 | $1,153,166 | $3,885,412 | IRS |
| 990 | December 2020 | – | – | – | 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 23-7177057).
Questions about FINMAN CORPORATION
- What is the EIN of FINMAN CORPORATION?
- The employer identification number (EIN) of FINMAN CORPORATION is 23-7177057.
- Is FINMAN CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1989.
- Are donations to FINMAN CORPORATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FINMAN CORPORATION 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 FINMAN CORPORATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINMAN CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FINMAN CORPORATION?
- The 990 for the year ended December 31, 2025 names Michelle Lord.
- Who are the officers and directors of FINMAN CORPORATION?
- The 990 for the year ended December 31, 2025 lists 22 people; 1 received compensation from the organization, the highest $227,260 (MICHELLE LORD, Executive Director).
- How much revenue does FINMAN CORPORATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,384,962, expenses of $1,462,233 and total assets of $3,623,926 at year end.
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