Nonprofit · EIN 26-4028305
FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS STUDENT INVEST
Tax-exempt · TALLAHASSEE, FL 32306
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,021,130 | $15,737 | $1,005,393 | $10,729,951 | $8,728,582 | $2,001,369 |
| June 30, 2024 | 990 | $653,680 | $11,271 | $642,409 | $9,212,843 | $7,528,728 | $1,684,115 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $21,309
- Program service revenue
- $0
- Investment income
- $999,821
- Net gain from sales of assets
- $770,869
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $10,000
- Program services (functional)
- $5,737
- Management and general (functional)
- $10,000
Balance sheet and other
- Total assets, start of year
- $9,212,843
- Total assets, end of year
- $10,729,951
- Total liabilities, end of year
- $8,728,582
- Net assets, end of year
- $2,001,369
- Gross receipts
- $6,439,893
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2009
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL HARTLINE | CHAIR Trustee or director, Officer | 2 | $0 |
| STEVEN B PERFECT | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| WILLIAM CHRISTIANSEN | TREASURER/SECRETARY Trustee or director, Officer | 2 | $0 |
| MICHAEL WILLIAMS | DIRECTOR Trustee or director | 2 | $0 |
| PETER COLLINS | DIRECTOR Trustee or director | 2 | $0 |
| DIAHANN LASSUS | DIRECTOR Trustee or director | 2 | $0 |
| JOHN LUSK | DIRECTOR Trustee or director | 2 | $0 |
| PETER JONES | DIRECTOR Trustee or director | 2 | $0 |
| KYLE RIVA | DIRECTOR Trustee or director | 2 | $0 |
| ERIC MUNOZ | DIRECTOR Trustee or director | 2 | $0 |
| ROY APPLE | DIRECTOR Trustee or director | 2 | $0 |
| DON AUTORE | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL HARTLINE | CHAIR Trustee or director, Officer | 2 | $0 | $431,897 | $38,516 |
| MICHAEL WILLIAMS | DIRECTOR Trustee or director | 2 | $0 | $271,095 | $107,274 |
| DON AUTORE | DIRECTOR Trustee or director | 2 | $0 | $274,755 | $45,740 |
| STEVEN B PERFECT | VICE CHAIR Trustee or director, Officer | 2 | $0 | $250,092 | $42,712 |
| WILLIAM CHRISTIANSEN | TREASURER/SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PETER COLLINS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DIAHANN LASSUS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOHN LUSK | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| PETER JONES | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KYLE RIVA | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ERIC MUNOZ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROY APPLE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- ATTN STEVE PERFECT PHD CFA, TALLAHASSEE, FL 32306-1110
- In care of
- % JAMES DORAN
- Principal officer (990 for 2024)
- STEVEN B PERFECT, ATTN STEVE PERFECT PHD CFA, TALLAHASSEE, FL 323061110
- Signed the 990
- STEVEN B PERFECT, VICE CHAIR
- Phone
- (850) 644-7868
- Return prepared by
- LANIGAN & ASSOCIATES P C
Mission
SEE SCHEDULE O
Program accomplishments
- THE ORGANIZATION PERMITS STUDENTS TO MANAGE AN INVESTMENT FUND, UNDER THE GUIDANCE, ASSISTANCE, AND SUPERVISION OF FLORIDA STATE UNIVERSITY FACULTY AND BOARD OVERSIGHT OF THE ORGANIZATION, INCLUDING STOCK SELECTION AND MANAGEMENT OF A REAL PORTFOLIO, THUS GAINING HANDS-ON MANAGEMENT EXPERIENCE. THE ORGANIZATION HELPS STUDENTS TO DEVELOP THEIR INTUITION AND PROVIDE A PRACTICAL APPLICATION FOR INVESTMENT STRATEGY AND DECISIONS.Expenses $5,737
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 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-4028305
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B80)
- Assets (IRS master file)
- $10,729,951
- Income (IRS master file)
- $6,439,893
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,021,130 | $15,737 | $10,729,951 | XML |
| 990 | June 2024 | $653,680 | $11,271 | $9,212,843 | XML |
| 990 | June 2023 | $25,434 | $15,843 | $7,735,723 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 26-4028305).
Questions about FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS STUDENT INVEST
- What is the EIN of FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS STUDENT INVEST?
- The employer identification number (EIN) of FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS STUDENT INVEST is 26-4028305.
- Is FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS STUDENT INVEST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS STUDENT INVEST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS STUDENT INVEST 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 FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS STUDENT INVEST 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 FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS STUDENT INVEST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS STUDENT INVEST?
- The 990 for the year ended June 30, 2025 names STEVEN B PERFECT.
- Who are the officers and directors of FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS STUDENT INVEST?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS STUDENT INVEST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,021,130, expenses of $15,737 and total assets of $10,729,951 at year end.
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