FLORIDA STATE UNIVERSITY COLLEGE OF BUSI (EIN 264028305) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

STEVEN B PERFECT

Phone

8506447868

Tax Period

2024-07-01 to 2025-06-30

FLORIDA STATE UNIVERSITY COLLEGE OF BUSI, founded in 2009, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.0M, a strong 98% operating margin.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $21,309

Program Service Revenue $0

Investment Income $999,821

Other Revenue $0

TOTAL REVENUE $1,021,130

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,737

Other Expenses $15,737

TOTAL EXPENSES $15,737

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,021,130	$653,680	+0.6%
Expenses	$15,737	$11,271	+0.4%
Net Income	$1,005,393	$642,409	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL HARTLINE	CHAIR	2.00	Officer Director	$0	$0	$0
STEVEN B PERFECT	VICE CHAIR	2.00	Officer Director	$0	$0	$0
WILLIAM CHRISTIANSEN	TREASURER/SECRETARY	2.00	Officer Director	$0	$0	$0
MICHAEL WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
PETER COLLINS	DIRECTOR	2.00	Director	$0	$0	$0
DIAHANN LASSUS	DIRECTOR	2.00	Director	$0	$0	$0
JOHN LUSK	DIRECTOR	2.00	Director	$0	$0	$0
PETER JONES	DIRECTOR	2.00	Director	$0	$0	$0
KYLE RIVA	DIRECTOR	2.00	Director	$0	$0	$0
ERIC MUNOZ	DIRECTOR	2.00	Director	$0	$0	$0
ROY APPLE	DIRECTOR	2.00	Director	$0	$0	$0
DON AUTORE	DIRECTOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,021,130	$15,737	$10,729,951	$1,005,393
2024	$653,680	$11,271	$9,212,843	$642,409
2023	$25,434	$15,843	$7,735,723	$9,591
2022	$755,685	$11,552	$5,424,345	$744,133
2021	$720,873	$8,787	$5,958,527	$712,086
2020	$352,916	$9,606	$4,359,941	$343,310
2019	$100,216	$9,506	$4,067,126	$90,710
2018	$447,180	$7,295	$3,796,481	$439,885

FLORIDA STATE UNIVERSITY COLLEGE OF BUSI