FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS STUDENT INVEST

EIN 26-4028305 TALLAHASSEE, FL

Revenue 2024: $1,021,130
Expenses 2024: $15,737

Program services were 36.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection: 03
NTEE code: B80
Classification: 2000
Street: ATTN STEVE PERFECT PHD CFA

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

SEE SCHEDULE O

Activities or mission (Part I)

OBTAINS FUNDING THROUGH DONOR GIFTS TO SUPPORT A STUDENT MANAGED INVESTMENT FUND AND OTHER FSU COLLEGE OF BUSINESS PROGRAMS. THE ORGANIZATION SUPPORTS THE FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS UNDERGRADUATE AND GRADUATE STUDENT EDUCATION THROUGH ACTIVE PARTICIPATION IN FINANCIAL MARKETS. 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. THE ORGANIZATION ASSISTS OTHER FACETS OF THE FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS MISSION.

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

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

MICHAEL HARTLINE

CHAIR

Total calculated

$0

Hours/week

2
STEVEN B PERFECT

VICE CHAIR

Total calculated

$0

Hours/week

2
WILLIAM CHRISTIANSEN

TREASURER/SECRETARY

Total calculated

$0

Hours/week

2
MICHAEL WILLIAMS

DIRECTOR

Total calculated

$0

Hours/week

2
PETER COLLINS

DIRECTOR

Total calculated

$0

Hours/week

2
DIAHANN LASSUS

DIRECTOR

Total calculated

$0

Hours/week

2
JOHN LUSK

DIRECTOR

Total calculated

$0

Hours/week

2
PETER JONES

DIRECTOR

Total calculated

$0

Hours/week

2
KYLE RIVA

DIRECTOR

Total calculated

$0

Hours/week

2
ERIC MUNOZ

DIRECTOR

Total calculated

$0

Hours/week

2
ROY APPLE

DIRECTOR

Total calculated

$0

Hours/week

2
DON AUTORE

DIRECTOR

Total calculated

$0

Hours/week

2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

2024

Revenue

$1,021,130

Expenses

$15,737

Contributions

$21,309

Grants paid

$0
2023

Revenue

$653,680

Expenses

$11,271

Contributions

$500

Grants paid

$0
2022

Revenue

$25,434

Expenses

$15,843

Contributions

$0

Grants paid

$0

Tax year	Revenue	Expenses	Contributions	Grants paid
2024	$1,021,130	$15,737	$21,309	$0
2023	$653,680	$11,271	$500	$0
2022	$25,434	$15,843	$0	$0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

2021 · 990

Revenue

$755,685

Expenses

$11,552

Assets (EOY)

$5,424,345
2020 · 990

Revenue

$720,873

Expenses

$8,787

Assets (EOY)

$5,958,527
2019 · 990

Revenue

$352,916

Expenses

$9,606

Assets (EOY)

$4,359,941
2018 · 990

Revenue

$100,216

Expenses

$9,506

Assets (EOY)

$4,067,126
2017 · 990

Revenue

$447,180

Expenses

$7,295

Assets (EOY)

$3,796,481
2016 · 990

Revenue

$153,889

Expenses

$6,506

Assets (EOY)

$3,357,002
2015 · 990

Revenue

$2,668

Expenses

$7,054

Assets (EOY)

$2,908,426
2014 · 990

Revenue

$130,816

Expenses

$2,112

Assets (EOY)

$3,108,114
2011 · 990

Revenue

not reported

Expenses

$4,914

Assets (EOY)

$1,525,956

Tax year	Form	Revenue	Expenses	Assets (EOY)
2021	990	$755,685	$11,552	$5,424,345
2020	990	$720,873	$8,787	$5,958,527
2019	990	$352,916	$9,606	$4,359,941
2018	990	$100,216	$9,506	$4,067,126
2017	990	$447,180	$7,295	$3,796,481
2016	990	$153,889	$6,506	$3,357,002
2015	990	$2,668	$7,054	$2,908,426
2014	990	$130,816	$2,112	$3,108,114
2011	990	not reported	$4,914	$1,525,956

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

CHARITIES AID FOUNDATION AMERICA

$41,284

2024 CHARITABLE DONATION

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

THE FLORIDA STATE UNIVERSITY

UNIVERSITY · FL
FLORIDA STATE UNIVERSITY FOUNDATION

FOUNDATION · FL

Declared as related by

The Florida State University Real Estate Foundation Incorporated

On its 2024 return
FLORIDA STATE UNIVERSITY RESEARCH FOUNDATION INC

On its 2024 return
FLORIDA STATE UNIVERSITY FOUNDATION INC

On its 2023 return
FLORIDA STATE UNIVERSITY ALUMNI ASSOCIATION

On its 2023 return

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.