Civic Intelligence

Southern Management Association

EIN 58-1295483 • 501(c)3 • Lakewood Ranch, FL

Profile

We create value for our members, organizations, and society through professional development, high-impact scholarship and teaching, and engaging programs. We do this in a socially responsible manner while maintaining a sense of community that involves nurturing members, building collaborations, enhancing life-long friendships, and making a difference with our activities.

16907 Winthrop PlaceLakewood Ranch, FL 34202

southernmanagement.org

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.04x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

51st percentile

4.8%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

50th percentile

3.9%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

14%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,634,081

Up $175,621 (+3.9%) from 2023

Liabilities

Up

$48,324

Up $48,324 from 2023

Net Assets

Up

$4,585,757

Up $127,297 (+2.9%) from 2023

Revenue

Up

$1,149,174

Up $142,910 (+14%) from 2023

Expenses

Up

$1,093,826

Up $518,774 (+90%) from 2023

Net Income

Down

$55,348

Down $375,864 (-87%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $890,425Liabilities 2010: $0Net Assets 2010: $890,4252010Assets 2011: $985,826Liabilities 2011: $0Net Assets 2011: $985,8262011Assets 2012: $1,126,659Liabilities 2012: $0Net Assets 2012: $1,126,6592012Assets 2013: $1,065,957Liabilities 2013: $0Net Assets 2013: $1,065,9572013Assets 2014: $1,625,692Liabilities 2014: $0Net Assets 2014: $1,625,6922014Assets 2015: $1,853,298Liabilities 2015: $133,550Net Assets 2015: $1,719,7482015Assets 2016: $1,902,533Liabilities 2016: $100,000Net Assets 2016: $1,802,5332016Assets 2017: $2,374,024Liabilities 2017: $0Net Assets 2017: $2,374,0242017Assets 2018: $2,463,974Liabilities 2018: $0Net Assets 2018: $2,463,9742018Assets 2019: $3,010,366Liabilities 2019: $0Net Assets 2019: $3,010,3662019Assets 2020: $3,668,285Liabilities 2020: $0Net Assets 2020: $3,668,2852020Assets 2021: $4,247,135Liabilities 2021: $0Net Assets 2021: $4,247,1352021Assets 2022: $3,770,125Liabilities 2022: $0Net Assets 2022: $3,770,1252022Assets 2023: $4,458,460Liabilities 2023: $0Net Assets 2023: $4,458,4602023Assets 2024: $4,634,081Liabilities 2024: $48,324Net Assets 2024: $4,585,7572024

Highlighted filing

2024

Assets$4,634,081
Liabilities$48,324
Net Assets$4,585,757

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $313,5942010Expenses 2011: $322,0842011Expenses 2012: $348,6292012Revenue 2013: $493,565Expenses 2013: $554,267Net Income 2013: -$60,7022013Revenue 2014: $649,177Expenses 2014: $373,428Net Income 2014: $275,7492014Revenue 2015: $654,978Expenses 2015: $560,922Net Income 2015: $94,0562015Revenue 2016: $809,368Expenses 2016: $595,439Net Income 2016: $213,9292016Revenue 2017: $961,355Expenses 2017: $489,548Net Income 2017: $471,8072017Revenue 2018: $791,711Expenses 2018: $545,805Net Income 2018: $245,9062018Revenue 2019: $818,167Expenses 2019: $581,385Net Income 2019: $236,7822019Revenue 2020: $792,292Expenses 2020: $360,686Net Income 2020: $431,6062020Revenue 2021: $934,178Expenses 2021: $506,204Net Income 2021: $427,9742021Revenue 2022: $799,443Expenses 2022: $771,348Net Income 2022: $28,0952022Revenue 2023: $1,006,264Expenses 2023: $575,052Net Income 2023: $431,2122023Revenue 2024: $1,149,174Expenses 2024: $1,093,826Net Income 2024: $55,3482024

Highlighted filing

2024

Revenue$1,149,174
Expenses$1,093,826
Net Income$55,348

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.63$0.05$4.59$1.15$1.09$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.46$0.00$4.46$1.01$0.58$0.43
2022Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.80$0.77$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.93$0.51$0.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.00$3.67$0.79$0.36$0.43
2019Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.82$0.58$0.24
2018Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.79$0.55$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.96$0.49$0.47
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.10$1.80$0.81$0.60$0.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.13$1.72$0.65$0.56$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.65$0.37$0.28
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.49$0.55$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.32
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 2, 2025
Return Version
2024v5.2
Gross Receipts
$1,149,174
Mission and Program Overview

Mission

Professional Dev. & Academic Scholarship

Professional Dev. & Academic Scholarship We create value to society and members through professional development and high impact scholarship programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,927,794$3,614,380▲ $686,586
Cash and Non-Interest-Bearing Accounts$1,318,426--
Savings and Temporary Cash Investments$212,240$1,019,701▲ $807,461
Total Assets$4,458,460$4,634,081▲ $175,621
Liabilities
Accounts Payable and Accrued Expenses-$48,324-
Total Liabilities$0$48,324▲ $48,324
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,140,460$4,267,757▲ $127,297
Net Assets With Donor Restrictions$318,000$318,000→ $0
Total Net Assets Fund Balance$4,458,460$4,585,757▲ $127,297
Total Liabilities and Net Assets / Fund Balance$4,458,460$4,634,081▲ $175,621
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Cynthia DeversJournal of Management EditorPT$41,500$41,500
K Michele KacmarExecutive DirectorPT$35,000$35,000
Cindy RabornConference CoordinatorPT$31,000$31,000
Ericka LawrenceControllerPT$5,000$5,000
Maria KraimerJournal of Management Scientific Reports EditorPT$4,400$4,400
Dan MarlinChief Information OfficerPT$3,000$3,000
Jamie FieldWebmasterPT$3,000$3,000

Board Members and Trustees

NameTitle
Randy EvansSecretary/Membership Chair
Frank ButlerSponsorship Chair
Rachel FriederPast President
Timothy MunyonPresident
Scott GeigerPresident Elect
Paul JohnsonVice President and Program Chair
James VardamanVice President Elect and Program Chair Elect
Curtis WesleyBoard Member
James LemoineBoard Member
James SummersBoard Member
Julie HancockBoard Member
Katia de Melo GaldinoBoard Member
Marie DasboroughBoard Member
Megan BaskinBoard Member
Michelle ZornBoard Member
Miles ZacharyBoard Member
Tim MaddenCommunications Coordinator
Mike LermanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,052
Program Service Revenue
$831,877
Investment Income
$303,245
Other Revenue
$0
All Other Contributions
$10,668
Change in Net Assets
$55,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,093,826
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$0$47,217$0$47,217
Fees for Services Management$0$40,000$0$40,000
Advertising$0$12,250$0$12,250
Fees for Services Legal$0$5,410$0$5,410
Other Expenses$0$2,952$0$2,952
Insurance$0$2,192$0$2,192
Office Expenses$0$1,892$0$1,892
Fees for Services Accounting$0$1,350$0$1,350
Total Functional Expenses$956,620$137,206$0$1,093,826
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Southern Management Association
EIN
58-1295483
Phone
2053319900
Address
16907 Winthrop Place, Lakewood Ranch, FL 34202

Signing Officer

Name
Michael P Lerman
Title
Treasurer
Phone
2053319900
Signed
2025-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
K Michele Kacmar
Formed
2001
Legal Domicile
Fl
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
100

Preparer

Firm
John J Masselli
Address
10304 Winston Ave, Lubbock, TX 79424
Preparer
John J Masselli
Phone
8062831207
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

The organization does have dues-paying members who do have voting rights.

Pt VI, Line 11B

A copy of the 990 was emailed to all officers and board members and was posted in the section of the website for officers and directors. In addition, review of the 990 is one of the duties of the finance committee.

Pt VI, Line 19

Form 1023 and 990 copies are available upon request. Constitution and By-Laws may be accessed from the organizations website.

Raw XML AppendixShowing 400 of 526 raw XML fields

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/BooksInCareOfDetail/PhoneNum02053319900
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