Nonprofit · EIN 58-1295483
SOUTHERN MANAGEMANT ASSOCIATE
Tax-exempt · LAKEWOOD RCH, FL 34202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,149,174 | $1,093,826 | $55,348 | $4,634,081 | $48,324 | $4,585,757 |
| December 31, 2023 | 990 | $1,006,264 | $575,052 | $431,212 | $4,458,460 | $0 | $4,458,460 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $14,052
- Membership dues
- $3,384
- Program service revenue
- $831,877
- Investment income
- $303,245
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $5,410
- Accounting fees
- $1,350
- Program services (functional)
- $956,620
- Management and general (functional)
- $137,206
Balance sheet and other
- Total assets, start of year
- $4,458,460
- Total assets, end of year
- $4,634,081
- Total liabilities, end of year
- $48,324
- Net assets, end of year
- $4,585,757
- Publicly traded securities
- $3,614,380
- Net assets without donor restrictions
- $4,267,757
- Net assets with donor restrictions
- $318,000
- Gross receipts
- $1,149,174
- Employees
- 0
- Volunteers
- 100
- Year formed
- 2001
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cynthia Devers | Journal of Management Editor Trustee or director | 10 | $41,500 |
| K Michele Kacmar | Executive Director Trustee or director | 20 | $35,000 |
| Cindy Raborn | Conference Coordinator Trustee or director | 10 | $31,000 |
| Ericka Lawrence | Controller Officer | 10 | $5,000 |
| Maria Kraimer | Journal of Management Scientific Reports Editor Trustee or director | 10 | $4,400 |
| Dan Marlin | Chief Information Officer Officer | 10 | $3,000 |
| Jamie Field | Webmaster Trustee or director | 10 | $3,000 |
| Timothy Munyon | President Officer | 10 | $0 |
| Scott Geiger | President Elect Officer | 10 | $0 |
| Paul Johnson | Vice President and Program Chair Officer | 10 | $0 |
| James Vardaman | Vice President Elect and Program Chair Elect Officer | 10 | $0 |
| Randy Evans | Secretary/Membership Chair Officer | 5 | $0 |
| Mike Lerman | Treasurer Officer | 8 | $0 |
| Rachel Frieder | Past President Trustee or director | 5 | $0 |
| Tim Madden | Communications Coordinator Officer | 5 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Frank Butler | Sponsorship Chair Trustee or director | 5 | $0 |
| James Summers | Board Member Trustee or director | 2 | $0 |
| Marie Dasborough | Board Member Trustee or director | 2 | $0 |
| Michelle Zorn | Board Member Trustee or director | 2 | $0 |
| Curtis Wesley | Board Member Trustee or director | 2 | $0 |
| Julie Hancock | Board Member Trustee or director | 2 | $0 |
| James Lemoine | Board Member Trustee or director | 2 | $0 |
| Megan Baskin | Board Member Trustee or director | 2 | $0 |
| Katia de Melo Galdino | Board Member Trustee or director | 2 | $0 |
| Miles Zachary | Board Member Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Nershi | Executive Director Trustee or director | 20 | $42,500 |
| Ericka Lawrence | Controller Officer | 10 | $5,000 |
| Rachel Frieder | President Officer | 10 | $0 |
| Timothy Munyon | Vice President Officer | 10 | $0 |
| Scott Geiger | Vice President and Program Chair Officer | 5 | $0 |
| Randy Evans | Secretary & Member Chair Officer | 5 | $0 |
| Lakami Baker | Treasurer Officer | 8 | $0 |
| Paul Johnson | Vice Pre Elect / Program chair Officer | 10 | $0 |
| T Russell Crook | Past President Trustee or director, Officer | 5 | $0 |
| Melissa Carsten | Board Member Trustee or director | 2 | $0 |
| Lex Smith Washington | Board Member Trustee or director | 2 | $0 |
| Robyn Brouer | Board Member Trustee or director | 2 | $0 |
| Darryl Rice | Board Member Trustee or director | 5 | $0 |
| James Summers | Board Member Trustee or director | 2 | $0 |
| Michelle Zorn | Board Member Trustee or director | 2 | $0 |
| Nancy McIntyre | Conference Coordinator Trustee or director | 5 | $0 |
| Dan Marlin | Chief Information Officer Officer | 10 | $0 |
| Tim Madden | Communications Coordinator Officer | 5 | $0 |
| Frank Butler | Director of Sponsorship Officer | 5 | $0 |
| James Field | Chief Information Officer Officer | 10 | $0 |
| K Michelle Kacmar | Executive Director Trustee or director | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 16907 WINTHROP PL, LAKEWOOD RCH, FL 34202-9209
- In care of
- % CLAUDIA COGLISER TREASURER
- Principal officer (990 for 2024)
- K Michele Kacmar, 16907 Winthrop Pl, Lakewood Ranch, FL 34202
- Signed the 990
- Michael P Lerman, Treasurer
- Phone
- (205) 331-9900
- Return prepared by
- John J Masselli
Mission
Professional Development & Academic Scholarship. We create value to society and members through professional development and high impact scholarship programs.
Program accomplishments
- Annual conference and consortiums. The most notable service provided by SMA is its annual fall meeting in which competitive as well as invited papers are presented and discussed. These meetings are attended by over 600 participants and provide an excellent opportunity for management, educators and management practitioners to meet in a professional, social, and intellectually stimulating environment.Expenses $715,705 · revenue $154,900
- Journal of Management (JOM) & Journal of Management Scientific Reports (JOMSR) SMA in conjunction with SAGE Publications produces the internationally recognized JOM Journal of Management. In 2023 SMA launched JOMSR. JOM is publishes 6-8 issues per year while JOMSR publishes 3-4 issues per year. The Journal of Management highlights outstanding theoretical and empirical research contributions to the field of management and includes a yearly review of management and is provided to all members of SMA.Expenses $240,915 · revenue $565,991
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 | Not 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
- 58-1295483
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B60)
- Assets (IRS master file)
- $4,634,081
- Income (IRS master file)
- $1,149,174
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,149,174 | $1,093,826 | $4,634,081 | XML |
| 990 | December 2023 | $1,006,264 | $575,052 | $4,458,460 | XML |
| 990 | December 2022 | $799,443 | $771,348 | $3,770,125 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 58-1295483).
Questions about SOUTHERN MANAGEMANT ASSOCIATE
- What is the EIN of SOUTHERN MANAGEMANT ASSOCIATE?
- The employer identification number (EIN) of SOUTHERN MANAGEMANT ASSOCIATE is 58-1295483.
- Is SOUTHERN MANAGEMANT ASSOCIATE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to SOUTHERN MANAGEMANT ASSOCIATE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHERN MANAGEMANT ASSOCIATE 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 SOUTHERN MANAGEMANT ASSOCIATE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN MANAGEMANT ASSOCIATE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOUTHERN MANAGEMANT ASSOCIATE?
- The 990 for the year ended December 31, 2024 names K Michele Kacmar.
- Who are the officers and directors of SOUTHERN MANAGEMANT ASSOCIATE?
- The 990 for the year ended December 31, 2024 lists 25 people; 7 received compensation from the organization, the highest $41,500 (Cynthia Devers, Journal of Management Editor).
- How much revenue does SOUTHERN MANAGEMANT ASSOCIATE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,149,174, expenses of $1,093,826 and total assets of $4,634,081 at year end.
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