SOUTHERN MANAGEMENT ASSOCIATION Charity Report

Public IRS 990 nonprofit record

SOUTHERN MANAGEMENT ASSOCIATION

EIN 58-1295483 · Adult Education (B60)

What they do

Professional Development & Academic Scholarship. We Create Value to Society and Members Through Professional Development and High Impact Scholarship Programs.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $87.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders25 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

83.24%of revenue went to mission work87.5% of expenses · Program services

$95.18spent for every $100 of revenueRevenue covered expenses this year.

11.94%of revenue went to management and office costs12.5% of expenses

$4.24in assets for every $1 spent this yearSome assets cannot be spent right away.

1.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $41,500 for CYNTHIA DEVERS (JOURNAL OF MANAGEMENT EDITOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$1,149,174

Mission workProgram services$956,62083.24% of revenue87.5% of expenses

ManagementOffice and general costs$137,20611.94% of revenue12.5% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$1,093,82695.18% of revenue

The uncolored part of the ring is revenue above these reported expenses.

Has the pattern changed?

Each bar shows the share of annual spending reported for mission work, management, and fundraising.

202487.5% mission

202372.0% mission

202279.6% mission

202179.9% mission

202064.1% mission

201977.7% mission

201876.0% mission

201779.9% mission

Money in and money out

Revenue$1,149,174

Expenses$1,093,826

Annual surplus $55,348 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$956,620 · 87.5% of expenses

Management and office costs$137,206 · 12.5% of expenses

See all reported dollar amounts

Revenue$1,149,174

Expenses$1,093,826

Assets$4,634,081

Income$1,149,174

Contributions$14,052

Mission work (program services)$956,620

Management and general$137,206

Stocks and bonds$3,614,380

Accounting fees$1,350

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

CYNTHIA DEVERSJOURNAL OF MANAGEMENT EDITOR · 10 hrs/week $41,500

K MICHELE KACMAREXECUTIVE DIRECTOR · 20 hrs/week $35,000

CINDY RABORNCONFERENCE COORDINATOR · 10 hrs/week $31,000

ERICKA LAWRENCECONTROLLER · 10 hrs/week $5,000

MARIA KRAIMERJOURNAL OF MANAGEMENT SCIENTIFIC REPORTS EDITOR · 10 hrs/week $4,400

DAN MARLINCHIEF INFORMATION OFFICER · 10 hrs/week $3,000

JAMIE FIELDWEBMASTER · 10 hrs/week $3,000

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (25)

CYNTHIA DEVERSJOURNAL OF MANAGEMENT EDITOR

K MICHELE KACMAREXECUTIVE DIRECTOR

CINDY RABORNCONFERENCE COORDINATOR

ERICKA LAWRENCECONTROLLER

MARIA KRAIMERJOURNAL OF MANAGEMENT SCIENTIFIC REPORTS EDITOR

DAN MARLINCHIEF INFORMATION OFFICER

JAMIE FIELDWEBMASTER

KATIA DE MELO GALDINOBOARD MEMBER

TIMOTHY MUNYONPRESIDENT

TIM MADDENCOMMUNICATIONS COORDINATOR

SCOTT GEIGERPRESIDENT ELECT

RANDY EVANSSECRETARY/MEMBERSHIP CHAIR

RACHEL FRIEDERPAST PRESIDENT

PAUL JOHNSONVICE PRESIDENT AND PROGRAM CHAIR

MILES ZACHARYBOARD MEMBER

MIKE LERMANTREASURER

MICHELLE ZORNBOARD MEMBER

MEGAN BASKINBOARD MEMBER

MARIE DASBOROUGHBOARD MEMBER

JULIE HANCOCKBOARD MEMBER

JAMES VARDAMANVICE PRESIDENT ELECT AND PROGRAM CHAIR ELECT

JAMES SUMMERSBOARD MEMBER

JAMES LEMOINEBOARD MEMBER

FRANK BUTLERSPONSORSHIP CHAIR

CURTIS WESLEYBOARD MEMBER

About this charity

Recognized since: January 2002
Location: 16907 Winthrop Place, Lakewood Ranch, FL 34202
County: Manatee
In care of: Michael P Lerman
Primary officer: Michael P Lerman, Treasurer

How to reach them

WebsiteVisit the charity’s website Phone(205) 331-9900

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: JOHN J MASSELLI
NTEE classification: Adult Education (B60)
IRS tax category: Adult Education