Civic Intelligence

Finman Corp

EIN 23-7177057 • 501(c)6 • Tampa, FL

Profile

Serve the finance community by broadening common interests between academics & practitioners; offer opportunities for professional interaction; promote research & education.

4202 E Fowler Ave STE BSN 3403Tampa, FL 33620

www.fma.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

26th percentile

-2.5%

Higher net margin than 26% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$243,879

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

59th percentile

8.1%

Faster asset growth than 59% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

25%

Faster revenue growth than 83% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$3,320,062

Up $273,741 (+9.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$3,320,062

Up $273,741 (+9.0%) from 2022

Operations
Liabilities / Revenue13th percentileNet Margin26th percentile

Revenue

Up

$1,534,397

Up $287,148 (+23%) from 2022

Expenses

Up

$1,573,181

Up $168,370 (+12%) from 2022

Net Income

Up

-$38,784

Up $118,778 (+75%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,607,643Liabilities 2020: $0Net Assets 2020: $3,607,6432020Assets 2021: $3,885,412Liabilities 2021: $0Net Assets 2021: $3,885,4122021Assets 2022: $3,046,321Liabilities 2022: $0Net Assets 2022: $3,046,3212022Assets 2024: $3,320,062Liabilities 2024: $0Net Assets 2024: $3,320,0622024

Highlighted filing

2024

Assets$3,320,062
Liabilities$0
Net Assets$3,320,062
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2020: $695,248Expenses 2020: $1,117,664Net Income 2020: -$422,4162020Revenue 2021: $1,000,447Expenses 2021: $1,153,166Net Income 2021: -$152,7192021Revenue 2022: $1,247,249Expenses 2022: $1,404,811Net Income 2022: -$157,5622022Revenue 2024: $1,534,397Expenses 2024: $1,573,181Net Income 2024: -$38,7842024

Highlighted filing

2024

Revenue$1,534,397
Expenses$1,573,181
Net Income-$38,784
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,320,062
Liabilities
$0
Net assets
$3,320,062
Revenue
$1,534,397
Expenses
$1,573,181
Net income
-$38,784
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$0.00$3.32$1.53$1.57$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.00$3.05$1.25$1.40$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.00$3.89$1.00$1.15$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.00$3.61$0.70$1.12$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 19, 2025
Return Version
2024v5.2
Gross Receipts
$1,534,397
Mission and Program Overview

Mission

Serve the finance community by broadening common interests between academics & practitioners; offer opportunities for professional interaction; promote research & education.

To develop and disseminate knowledge about financial decision making

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,071,645$3,320,062▲ $248,417
Investments in Publicly Traded Securities$2,789,982$3,055,325▲ $265,343
Cash and Non-Interest-Bearing Accounts$281,663$264,737▼ $16,926
Total Assets$3,071,645$3,320,062▲ $248,417
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,071,645$3,320,062▲ $248,417
Total Liabilities and Net Assets / Fund Balance$3,071,645$3,320,062▲ $248,417
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle LordExecutive DirectorFT$222,056$243,879$243,879

Board Members and Trustees

NameTitle
Jeffrey ColesPublication Comm Chair
Karen Ann CraigStudent Chapter Chair
Robert ParrinoTrustee Chair
Mara FaccioPresident
Raghavendra RauPresident Elect
Alexander LjungqvistAcademic Director
Anup AgrawalAcademic Director
Jun YangAcademic Director
Kristine HankinsAcademic Director
Nicole BoysonAcademic Director
Utpal BhattacharyaAcademic Director
Dalida KadyrzhanovaPractitioner Director
Jennifer JuergensPractitioner Director
Lori WalshPractitioner Director
Michael PiwowarPractitioner Director
Scott BauguessPractitioner Director
Tom GoslingPractitioner Director
Reena AggarwalTrustee
Michelle LowryImmediate Past Pres
Michael GoldsteinSecretary Treasurer
Wei WangVP Financial Education
Christine ParlourVP Global Services
Jarrad HarfordVP Program
Alex EdmansVP Program Elect
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,439,632
Investment Income
$81,329
Other Revenue
$13,436
Change in Net Assets
$-38,784

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,534,397
Total Revenue per Audited Statements
$1,534,397
Total Revenue per Form 990
$1,534,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$887,376
Salaries, Compensation, and Employee Benefits$680,139
Grants and Similar Amounts Paid$5,666
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$617,377
Other Salaries and Wages---$341,962
Current Officers, Directors, Trustees, and Key Employees---$222,056
Pension Plan Contributions---$52,287
Fees for Services Legal---$50,658
Payroll Taxes---$40,878
Occupancy---$25,360
Other Employee Benefits---$22,956
Information Technology---$22,456
Fees for Services Accounting---$13,785
Office Expenses---$8,898
Insurance---$8,594
Grants to Domestic Individuals---$4,833
Foreign Grants---$833
Other Expenses---$119
Total Functional Expenses$0$0$0$1,573,181

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,573,181
Total Expenses per Audited Statements$1,573,181
Total Expenses per Form 990$1,573,181
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI Line 1A

“Each professional member shall be entitled to one vote on any issue”

Part VI Line 1A

“submitted to a vote by members.”

Part VI Line 4

“The organization changed its place of organization in December 2024, which”

Part VI Line 4

“qualified as a F-Reorganization as contemplated under Section 368(a)(1)(F)”

Part VI Line 6

“The organization has professional members, PhD student members,”

Part VI Line 6

“undergraduate/MBA student members & sustaining members.”

Part VI Line 7A

“Each professional member shall be entitled to one vote on any issue”

Part VI Line 7A

“submitted to a vote by members.”

Part VI Line 7B

“Board of Directors may call special meetings as needed. Written notice of”

Part VI Line 7B

“a meeting shall be delivered to members at least 30 days in advance.”

Part VI Line 11B

“Form is prepared by FMA employee & reviewed by executive director when”

Part VI Line 11B

“form is ready to be filed it is sent to entire board prior to filing.”

Part VI Line 12C

“Board members & staff must announce potential conflicts and disqualify”

Part VI Line 12C

“themselves from the discussion or vote.”

Part VI Line 15A or B

“Past president, trustee chair, sec/treas serve as compensation committee to”

Part VI Line 15A or B

“determine ED compensation and oversee compensation policy.”

Part VI Line 19

“FMA will honor a written request for a copy of documents. If request is”

Part VI Line 19

“addressed & delivered by mail, email, fax or private delivery service.”

Part VI Line 4

“of the Internal Revenue Code of 1986, as amended. As such,”

Part VI Line 4

“the organization is now incorporated as a non-profit organization”

Part VI Line 4

“in the State of Illinois as FINANCIAL MANAGEMENT ASSOCATION INTERNATIONAL”

Part VI Line 4

“under file 74774326. There were no significant changes to the”

Part VI Line 4

“association's programs nor governance structure.”

Filing and Contact Details

Filer

Filer Name
Finman Corp
EIN
23-7177057
In Care Of
% Michelle Lord
Phone
8339464512
Address
4202 E Fowler Ave STE BSN 3403, Tampa, FL 33620
Doing Business As
Financial Management Assoc International

Signing Officer

Name
Michelle Lord
Title
Executive Director
Phone
8339464512
Signed
2025-08-19

Organization Details

Principal Officer
Michelle Lord
Formed
1970
Legal Domicile
Fl
Voting Board Members
25
Independent Board Members
25
Employees
6
Volunteers
1,200
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy3Grp/Desc0Student Chapter Programs - encourage and reward scholarship and accomplishments in finance among college students. Approximately 1,100 students participated in FMA National Honor Society and other programs in 2024.
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