AUMdb

Southern Federal Tax Institute Inc

EIN 586047220 · 501(c)(3) · Public charity · Decatur, GA · recognized 1965

Assets
$2.3M
Revenue
$839K
Expenses
$582K
Investment income
$94.9K

Form 990 fiscal year ended 10/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Michael Desmond Trustee $0 $0
John W Hackney Trustee $0 $0
George A Hani Trustee $0 $0
Gerald Thomas Ii Trustee $0 $0
Christopher Jones Trustee $0 $0
Alan F Rothschild Jr Trustee $0 $0
David C Sojourner Jr Trustee $0 $0
Michael A Laing Trustee $0 $0
Martha Louise R Lewis Trustee $0 $0
Kendal Sibley Trustee $0 $0
James B Sowell Trustee $0 $0
Kimberly H Stogner Trustee $0 $0
David Wheat Trustee $0 $0
Lisa Zarlenga Trustee $0 $0
Farhad Aghdami President $0 $0
Tiffany A Altizer Chairman of $0 $0
Cameron N Cosby Secretary $0 $0
Jeffery S Drummonds Treasurer $0 $0
Zack Leder Vice preside $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
10/31/2025 $2.3M $839K $582K 990 990 · obj 202533449349300113 IRS ↗
10/31/2024 $2.1M $771K $802K 990 990 · obj 202433559349300048 IRS ↗