INSTITUTE OF MANAGEMENT ACCOUNTANTS INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE OF MANAGEMENT ACCOUNTANTS INC (EIN 22-2659674)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-22
- IRS object ID
- 202320819349300722
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-22T11:42:06-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222659674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE OF MANAGEMENT ACCOUNTANTS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 2015739000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 PARAGON DRIVE | AddressLine1Txt |
| City | MONTVALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07645 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSS PORTER | PersonNm |
| Person Title | SR VICE PRESIDENT & CFO | PersonTitleTxt |
| Phone | 2015739000 | PhoneNum |
| Signature | 2023-03-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RUSS | PersonFirstNm |
| Person Last | PORTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL ROMANO | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY THOMSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 PARAGON DRIVE | AddressLine1Txt |
| City | MONTVALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07645 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,641,934 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IMANET.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1919 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A FORUM FOR RESEARCH, PRACTICE DEVELOPMENT, EDUCATION, KNOWLEDGE (CONTINUED IN SCH O) SHARING AND THE ADVOCACY OF THE HIGHEST ETHICAL AND BEST BUSINESS PRACTICES IN MANAGEMENT ACCT & FINANCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 129 | TotalEmployeeCnt |
| Total Volunteers | 2300 | TotalVolunteersCnt |
| Total Gross UBI | $169,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,060,938 | PYContributionsGrantsAmt |
| CY Contributions Grants | $140,194 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,049,235 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,234,952 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,007,126 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,369,738 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,085,774 | PYOtherRevenueAmt |
| CY Other Revenue | $839,745 | CYOtherRevenueAmt |
| PY Total Revenue | $24,203,073 | PYTotalRevenueAmt |
| CY Total Revenue | $21,584,629 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $161,837 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $336,319 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,383,103 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,172,516 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,728,576 | PYOtherExpensesAmt |
| CY Other Expenses | $6,989,230 | CYOtherExpensesAmt |
| PY Total Expenses | $23,273,516 | PYTotalExpensesAmt |
| CY Total Expenses | $27,498,065 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $929,557 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,913,436 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $73,087,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,534,906 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $54,022,807 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,457,118 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,064,313 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,077,788 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE A FORUM FOR RESEARCH, PRACTICE DEVELOPMENT, EDUCATION, KNOWLEDGE SHARING, AND THE ADVOCACY OF THE HIGHEST ETHICAL AND BEST BUSINESS PRACTICES IN MANAGEMENT ACCOUNTING & FINANCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,409,512 | ExpenseAmt |
| Grant | $336,319 | GrantAmt |
| Revenue | $16,757,799 | RevenueAmt |
| Desc | MEMBERSHIP SERVICES PROVIDES OPPORTUNITIES FOR MEMBERS TO INCREASE THEIR KNOWLEDGE OF ACCOUNTING PRACTICES AND METHODS WITH EMPHASIS ON MANAGEMENT ACCOUNTING, AND TO INCREASE THEIR INDIVIDUAL CAPABILITIES. NETWORKING OPPORTUNITIES THROUGH CHAPTERS AND COUNCILS ENABLE MEMBERS TO LEARN FROM EACH OTHER AND PARTICIPATE IN LOCAL EDUCATIONAL EVENTS. ONLINE COMMUNITIES ARE ALSO PROVIDED TO CONNECT MEMBERS FROM ALL REGIONS. IN FISCAL YEAR 2022, YEAR-END MEMBERSHIP WAS 137,489. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,855,713 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,328,709 | RevenueAmt |
| Desc | EDUCATIONAL OPPORTUNITIES ARE PROVIDED TO ASSIST INDIVIDUALS PREPARING FOR THE CERTIFICATION EXAMINATION IN MANAGEMENT ACCOUNTING, AND TO MAINTAIN PROFESSIONAL CREDENTIALS IN MANAGEMENT ACCOUNTING. IN FISCAL YEAR 2022, CONTINUING EDUCATION COURSE CREDIT HOURS PROVIDED TO MEMBERS AND THE GENERAL PUBLIC TOTALED 505,494. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,301,179 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $49,190 | RevenueAmt |
| Desc | PUBLICATION OF ACCOUNTING PERIODICALS AND LITERATURE, AND ACCOUNTING RESEARCH STATEMENTS AND POSITION, AVAILABLE TO MEMBERS AND THE GENERAL PUBLIC TO INCREASE KNOWLEDGE AND ACCESS TO INFORMATION, IN MANAGEMENT ACCOUNTING PRACTICES AND METHODS. IN FISCAL YEAR 2022, YEAR-END MEMBERSHIP WAS 137,489 AND GENERAL PUBLIC PERIODICAL AND LITERATURE PURCHASED TOTALED 138. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $20,566,404 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 122 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 129 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | SN | ForeignCountryCd |
| Foreign Country | AE | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSS PORTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2015739000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 PARAGON DRIVE SUITE 1 | AddressLine1Txt |
| City | MONTVALE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07645 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JEFFREY THOMSON CMA CSCA CAE | ||||||||
| PRESIDENT & CEO | 39.00 | 1.00 | Yes (X) | Yes (X) | $741,495 | $0 | $21,812 | |
| J STEPHEN MCNALLY CMA CPA | ||||||||
| CHAIR | 6.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GWEN VAN BERNE CMA | ||||||||
| CHAIR ELECT | 4.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR PAUL JURAS CMA CPA | ||||||||
| CHAIR EMERITUS | 4.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALAN J KREIMER CPA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY N CASPIO CMA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ATUL KUMAR AGARWAL CMA FCMA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNICE JENKINS CMA CPA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAD J MONTERIO | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIGITTE DE GRAAF CMA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE B LONG CMA | ||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES R WRIGHT CMACGMACPA | ||||||||
| DIRECTOR | 4.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DEREK ALAN FUZZELLCMACSCACPA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR DI WU CMA CPA | ||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR RINKU BHATTACHARYA CMACPA | ||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR ROOPA VENKATESH CMA | ||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FATEMA ELZAHRAA EL WAKEEL CMA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GOPINATH R R MALLIPATNA CMA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE E KARLI CMA | ||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAYWARDHAN SEMWAL CMA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KARMIN BAILEY CMA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAY LAP CALEB YAN CMA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE A BERGMAN CMA CPA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MANDORIA JOHNSTON CMA CPA | ||||||||
| DIRECTOR | 4.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARIA D D ALONSO SANCHEZ CMA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MOHAMAD BACHAR SAIDI CMA ACMA INDI | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NATALIA N MASLOVACMACTPPMP | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER J DOLANCMACFMCSCACPA | ||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PING LU CMA ACCA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| QING ZHU CMA CSCA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD T BRADY CMA CGFM | ||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RODNEY W KOCHCMACSCAPMPCCP | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SRIKRISHNA MANKAL CMA | ||||||||
| DIRECTOR, NON-VOTING | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUNIL S DESHMUKH CMA CBM | ||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY SHEUNG FAI KAM CMA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| YI ZHANG CMA | ||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ZHANGUANG DI CMA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOREEN REMMEN CMA CSCA CAE | ||||||||
| SR VICE PRESIDENT & CFO (THRU 12/21) | 38.50 | 1.50 | Yes (X) | $391,066 | $0 | $24,879 | ||
| RUSS PORTER CMA CFM CSCA | ||||||||
| SR VICE PRESIDENT & CFO (BEG 08/21) | 38.50 | 1.50 | Yes (X) | $141,811 | $0 | $2,047 | ||
| DEBORAH WARNER CAE CPLP | ||||||||
| VICE PRESIDENT (THRU 12/21) | 20.00 | 20.00 | $321,351 | $0 | $18,152 | Yes (X) | ||
| PADRAIG HARE CAE CGEIT | ||||||||
| VICE PRESIDENT | 20.00 | 20.00 | $282,588 | $0 | $13,288 | Yes (X) | ||
| ELLEN GUREVICH CAE | ||||||||
| VICE PRESIDENT | 20.00 | 20.00 | $265,946 | $0 | $18,979 | Yes (X) | ||
| PATRICIA STEFANCZYK CAE | ||||||||
| VICE PRESIDENT | 20.00 | 20.00 | $258,562 | $0 | $16,897 | Yes (X) | ||
| RAEF LAWSON | ||||||||
| VICE PRESIDENT (THRU 08/21) | 19.50 | 20.50 | $233,187 | $0 | $15,746 | Yes (X) | ||
| LOREAL JILES | ||||||||
| VICE PRESIDENT | 19.50 | 20.50 | $194,479 | $0 | $15,661 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,830,485 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $147,461 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 55 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE GATE WORLDWIDE LLC | |||||
| 71 5TH AVE FLOOR 8 | NEW YORK | NY | 10003 | ADVERTISING | $4,036,868 |
| VALTECH SOLUTIONS INC | |||||
| PO BOX 734960 | CHICAGO | IL | 60673 | IT SERVICES | $1,333,054 |
| PERSONIFY INC | |||||
| 6500 RIVER PLACE BLVD BLDG III | AUSTIN | TX | 78730 | IT SERVICES | $602,479 |
| WHARTON LYON & LYON | |||||
| 101 S LIVINGSTON AVE | LIVINGSTON | NJ | 07039 | INSURANCE SERVICES | $426,904 |
| STERN STRATEGY GROUP | |||||
| 176 WOOD AVENUE SOUTH SUITE 300 | ISELIN | NJ | 08830 | PUBLIC RELATIONS | $424,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $140,194 | AllOtherContributionsAmt |
| Total Contributions | $140,194 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 611600 | $16,762,656 | $16,762,656 | |
| CONFERENCES | 611600 | $1,640,550 | $1,640,550 | |
| EDUCATION PROGRAMS | 611600 | $613,556 | $613,556 | |
| SUBSCRIPTIONS | 611600 | $218,190 | $49,190 | $169,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,234,952 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $575,282 | TotalRevenueColumnAmt |
| Exclusion | $575,282 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $769,999 | TotalRevenueColumnAmt |
| Exclusion | $769,999 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,851,761 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,057,305 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $794,456 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $794,456 | TotalRevenueColumnAmt |
| Exclusion | $794,456 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CREDENTIALING | 900099 | $76,104 | $76,104 |
| ALLOCATED INCOME FROM | 900099 | $750 | $750 |
| MISC LOSS | 900099 | -$7,108 | -$7,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $69,746 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,584,629 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,135,698 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $169,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,139,737 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,096 | TotalAmt |
| Program Services | $142,096 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,500 | TotalAmt |
| Program Services | $16,500 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,723 | TotalAmt |
| Program Services | $177,723 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,620,184 | TotalAmt |
| Program Services | $373,774 | ProgramServicesAmt |
| Management And General | $1,246,410 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,658,439 | TotalAmt |
| Program Services | $10,657,892 | ProgramServicesAmt |
| Management And General | $4,000,547 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $636,235 | TotalAmt |
| Program Services | $69,385 | ProgramServicesAmt |
| Management And General | $566,850 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,230,680 | TotalAmt |
| Program Services | $1,786,106 | ProgramServicesAmt |
| Management And General | $444,574 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,026,978 | TotalAmt |
| Program Services | $119,252 | ProgramServicesAmt |
| Management And General | $907,726 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,454 | TotalAmt |
| Program Services | $7,285 | ProgramServicesAmt |
| Management And General | $219,169 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,362 | TotalAmt |
| Program Services | $4,882 | ProgramServicesAmt |
| Management And General | $57,480 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,336 | TotalAmt |
| Program Services | $24,336 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,085,753 | TotalAmt |
| Program Services | $7,075,986 | ProgramServicesAmt |
| Management And General | $9,767 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,064,372 | TotalAmt |
| Program Services | $1,609,029 | ProgramServicesAmt |
| Management And General | $455,343 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,039,258 | TotalAmt |
| Program Services | $380,325 | ProgramServicesAmt |
| Management And General | $658,933 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,261,728 | TotalAmt |
| Program Services | $941,920 | ProgramServicesAmt |
| Management And General | $319,808 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,970 | TotalAmt |
| Program Services | $404,135 | ProgramServicesAmt |
| Management And General | $160,835 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,917,797 | TotalAmt |
| Program Services | $1,529,983 | ProgramServicesAmt |
| Management And General | $387,814 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,546 | TotalAmt |
| Program Services | $220,546 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,579 | TotalAmt |
| Program Services | $6,512 | ProgramServicesAmt |
| Management And General | $465,067 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,323 | TotalAmt |
| Management And General | $327,323 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONSULTANT&CONTRACT SVC | $2,111,731 | $805,081 | $1,306,650 |
| TAXES & OTHER EXPENSES | $1,130,688 | $1,130,688 | |
| COMMISSION | $707,755 | $707,755 | |
| EDUCATION & TRAINING | $518,559 | $481,927 | $36,632 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$12,745,981 | TotalAmt |
| Program Services | -$8,106,714 | ProgramServicesAmt |
| Management And General | -$4,639,267 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,498,065 | TotalAmt |
| Program Services | $20,566,404 | ProgramServicesAmt |
| Management And General | $6,931,661 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,701,980 | BOYAmt |
| EOY | $1,410,535 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,915 | BOYAmt |
| EOY | $242,855 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,548,954 | BOYAmt |
| EOY | $1,786,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,238,525 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,753,091 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,835,658 | BOYAmt |
| EOY | $6,485,434 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,069,059 | BOYAmt |
| EOY | $32,721,381 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,744,554 | BOYAmt |
| EOY | $13,888,605 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,087,120 | BOYAmt |
| EOY | $56,534,906 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,901,016 | BOYAmt |
| EOY | $7,958,644 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,884,997 | BOYAmt |
| EOY | $10,219,177 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,236,794 | BOYAmt |
| EOY | $29,279,297 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,022,807 | BOYAmt |
| EOY | $47,457,118 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,064,313 | BOYAmt |
| EOY | $9,077,788 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,064,313 | BOYAmt |
| EOY | $9,077,788 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,087,120 | BOYAmt |
| EOY | $56,534,906 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,913,436 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,386,217 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $313,128 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,537 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $143,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,060,938 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $140,194 | CurrentTaxYearAmt |
| Total | $2,518,392 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,775,228 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,640,966 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,029,637 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,049,235 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,234,952 | CurrentTaxYearAmt |
| Total | $97,730,018 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,810,765 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,784,154 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,168,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,110,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,375,146 | CurrentTaxYearAmt |
| Total | $100,248,410 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,514 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,260 | CurrentTaxYearAmt |
| Total | $434,934 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,514 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,260 | CurrentTaxYearAmt |
| Total | $434,934 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $99,813,476 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,313,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,382,265 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,431,774 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,237,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,345,281 | CurrentTaxYearAmt |
| Total | $6,709,647 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,313,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,382,265 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,431,774 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,237,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,345,281 | CurrentTaxYearAmt |
| Total | $6,709,647 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $351,363 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,029 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $126,608 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $346,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,746 | CurrentTaxYearAmt |
| Total | $1,050,071 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,475,233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,322,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,726,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,693,720 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,790,173 | CurrentTaxYearAmt |
| Total | $108,008,128 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92410 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91940 | PublicSupportPY509Pct |
| Investment Income CY | 0.06210 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06540 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2017 AMOUNT: $ 5,728. 2018 AMOUNT: $ 735. 2019 AMOUNT: $ 371. 2020 AMOUNT: $ 274,057. 2021 AMOUNT: $ -6,358. CREDENTIALING - 2017 AMOUNT: $ 317,938. 2018 AMOUNT: $ 131,446. 2019 AMOUNT: $ 113,429. 2020 AMOUNT: $ 71,468. 2021 AMOUNT: $ 76,104. HONOR SOCIETY MEMBERSHIP - 2017 AMOUNT: $ 26,250. 2018 AMOUNT: $ 22,450. 2019 AMOUNT: $ 12,550. 2020 AMOUNT: $ 800. 2021 AMOUNT: $ 0. CANCELLATION FEE - 2017 AMOUNT: $ 1,447. 2018 AMOUNT: $ 1,398. 2019 AMOUNT: $ 258. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $998,000 | OtherCostOrOtherBasisAmt |
| Book Value | $998,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,575,196 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,122,688 | DepreciationAmt |
| Book Value | $1,452,508 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,945,628 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,853,819 | DepreciationAmt |
| Book Value | $91,809 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,719,701 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,776,584 | DepreciationAmt |
| Book Value | $3,943,117 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,485,434 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RESERVE FUND | $12,790,489 |
| DUE FROM AFFILIATES | $715,705 |
| OTHER NON-INVESTMENT | $381,539 |
| OTHER ASSETS FROM IMA INDIA | $872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,888,605 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $27,769,190 |
| ACCRUED PENSION LIABILITY | $1,354,376 |
| ACCRUED PAYROLL | $132,175 |
| PERSONIFY RECEIPTS | $23,556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,279,297 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LIABILITY FOR UNCERTAIN TAX POSITIONS (ASC 740) IMA, IMAMEF, IMARF AND IMA PRODUCTS AND SERVICES, LLC (A NON-OPERATING ENTITY) WERE INCORPORATED IN THE STATE OF NEW JERSEY AND ARE EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, THEREFORE, HAVE MADE NO PROVISION FOR INCOME TAXES IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. ICMA IS CURRENTLY EXEMPT FROM FEDERAL INCOME TAX UNDER 501(C)(6) OF THE CODE. IMA, IMAMEF, IMARF, IMA PRODUCTS AND SERVICES, LLC AND ICMA HAVE BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE "PRIVATE FOUNDATIONS" WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX PAYABLE FOR THE YEAR ENDED JUNE 30, 2022. THE ORGANIZATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, CHANGE IN NET ASSETS OR CASH FLOWS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 8 | 47 | PROGRAM SERVICES | MARKETING & RELATED SERVICES | $7,412,730 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | 7 | PROGRAM SERVICES | MARKETING & RELATED SERVICES | $1,321,001 |
| MIDDLE EAST AND NORTH AFRICA | 1 | 7 | PROGRAM SERVICES | MARKETING & RELATED SERVICES | $2,274,043 |
| SOUTH ASIA | 1 | 8 | INVESTMENTS | $1,264 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | SCHOLARSHIPS, GRANTS & AWARDS | GRANT PAYMENTS | $174,223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 12 | SubtotalOfficesCnt |
| Subtotal Employees | 69 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 12 | TotalOfficeCnt |
| Total Employee | 69 | TotalEmployeeCnt |
| Subtotal Spent | $11,183,261 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $11,183,261 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Purpose Of Grant | SCHOLARSHIPS, GRANTS & AWARDS | PurposeOfGrantTxt |
| Cash Grant | $127,213 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | PROCEDURE FOR MONITORING USE OF GRANT FUNDS OUTSIDE THE UNITED STATES ANNUAL REVIEW OR DUE DILIGENCE IS PERFORMED FOR ALL GRANT RECIPIENTS. CONTRIBUTIONS ARE MADE TO KNOWN ORGANIZATIONS AND WORK ARE CLOSELY ALIGNED WITH IMA'S MISSION, OBJECTIVE AND VALUES. |
| PART III ACCOUNTING METHOD: | |
| PART I, LINE 3: | METHOD USED TO ACCOUNT FOR EXPENDITURES AND GRANTS THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING. |
| PART II, LINE 1: | METHOD USED TO ACCOUNT FOR EXPENDITURES AND GRANTS THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| INSTITUTE OF MANAGEMENT ACCOUNTANTS MEMORIAL EDUCATION FUND INC | ||||||||
| 10 PARAGON DR | MONTVALE | NJ | 07645 | 222673344 | 501(C)(3) | $107,084 | $0 | UNRESTRICTED SUPPORT OF ORG MISSION |
| AMERICAN ACCOUNTING ASSOCIATION | ||||||||
| 9009 TOWN CTR PKWY | LAKEWOOD RANCH | FL | 34202 | 396030166 | 501(C)(3) | $6,000 | $0 | SPONSORSHIP/AWARDS |
| UNIVERSITY OF LOUISIANA LAFAYETTE IMA STUDENT CHAPTER | ||||||||
| PO BOX 43658 | LAFAYETTE | LA | 70504 | 473441356 | 501(C)(3) | $5,500 | $0 | SPONSORSHIP/AWARDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 20 | RecipientCnt |
| Cash Grant | $16,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE THE UNITED STATES ANNUAL REVIEW OR DUE DILIGENCE IS PERFORMED FOR ALL GRANT RECIPIENTS. CONTRIBUTIONS ARE MADE TO KNOWN ORGANIZATIONS AND WORK ARE CLOSELY ALIGNED WITH IMA'S MISSION, OBJECTIVE AND VALUES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY THOMSON CMA CSCA CAE | ||||||||||||||
| PRESIDENT & CEO | $622,303 | $0 | $119,192 | $0 | $0 | $0 | $19,400 | $0 | $2,412 | $0 | $763,307 | $0 | $0 | $0 |
| DOREEN REMMEN CMA CSCA CAE | ||||||||||||||
| SR VICE PRESIDENT & CFO (THRU 12/21) | $328,507 | $0 | $62,559 | $0 | $0 | $0 | $19,400 | $0 | $5,479 | $0 | $415,945 | $0 | $0 | $0 |
| DEBORAH WARNER CAE CPLP | ||||||||||||||
| VICE PRESIDENT (THRU 12/21) | $275,504 | $0 | $45,847 | $0 | $0 | $0 | $11,600 | $0 | $6,552 | $0 | $339,503 | $0 | $0 | $0 |
| PADRAIG HARE CAE CGEIT | ||||||||||||||
| VICE PRESIDENT | $237,337 | $0 | $45,251 | $0 | $0 | $0 | $11,231 | $0 | $2,057 | $0 | $295,876 | $0 | $0 | $0 |
| ELLEN GUREVICH CAE | ||||||||||||||
| VICE PRESIDENT | $221,742 | $0 | $44,204 | $0 | $0 | $0 | $11,090 | $0 | $7,889 | $0 | $284,925 | $0 | $0 | $0 |
| PATRICIA STEFANCZYK CAE | ||||||||||||||
| VICE PRESIDENT | $216,492 | $0 | $42,070 | $0 | $0 | $0 | $10,593 | $0 | $6,304 | $0 | $275,459 | $0 | $0 | $0 |
| RAEF LAWSON | ||||||||||||||
| VICE PRESIDENT (THRU 08/21) | $188,384 | $0 | $44,803 | $0 | $0 | $0 | $9,372 | $0 | $6,374 | $0 | $248,933 | $0 | $0 | $0 |
| LOREAL JILES | ||||||||||||||
| VICE PRESIDENT | $171,989 | $0 | $22,490 | $0 | $0 | $0 | $7,999 | $0 | $7,662 | $0 | $210,140 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | IN REGARD TO FIRST-CLASS TRAVEL, THE INSTITUTE OF MANAGEMENT ACCOUNTANTS, INC. TRAVEL POLICY STATES AIRLINE TRAVEL FOR ITINERARIES OF LESS THAN SIX HOURS WILL BE BOOKED IN COACH CLASS. BUSINESS TRAVEL MAY BE AUTHORIZED BY THE PRESIDENT WHEN THE TOTAL ELAPSED TIME IS SIX HOURS OR MORE. IN REGARDS TO COMPANION TRAVEL, THE POLICY STATES WHEN THE PRESENCE OF THE CHAIR'S SPOUSE AT AN IMA FUNCTION IS DEEMED APPROPRIATE, WITH PROPER APPROVAL BY THE GOVERNANCE COMMITTEE, THE SPOUSE'S EXPENSE WILL BE REIMBURSED UPON REQUEST ONLY IF DEEMED AN APPROPRIATE BUSINESS REASON WHERE THE CHAIR'S SPOUSE HAS ASSIGNED DUTIES TO PERFORM AS PART OF THE TRIP/FUNCTION. |
| PART I, LINE 7: | AMOUNTS INCLUDED ON PART II COLUMN B(II) REPRESENT BONUS PAYMENTS. THESE AMOUNTS WERE INCLUDED IN THE INDIVIDUAL 2021 W-2S AND APPROVED BY THE BOARD. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 20: | FOREIGN RELATED ENTITIES ACTIVITIES IMA HAS ELECTED TO FILE FORM 990 ON A CONSOLIDATED BASIS, A BASIS CONSISTENT WITH ITS AUDITED FINANCIAL STATEMENTS, AND HAS INCLUDED THE ACTIVITY OF ITS FOREIGN RELATED ORGANIZATIONS LISTED ON SCHEDULE R, INCLUDING IMA SOUTH EAST ASIA PTE. LTD. AND STICHTING INSTITUTE OF MANAGEMENT ACCOUNTANTS, THE NETHERLANDS. THE FOLLOWING BALANCES AS WELL AS ALL ACTIVITIES OF ABOVE FOREIGN RELATED ORGANIZATIONS, DURING THE FISCAL YEAR 2022, INCLUDING PROGRAM SERVICES, ARE INCLUDED ON IMA'S FORM 990. IMA SOUTH EAST ASIA PTE. LTD. NET ASSETS: (2,838,677) REVENUE: 0 EXPENSES: (607,726) STICHTING INSTITUTE OF MANAGEMENT ACCOUNTANTS, THE NETHERLANDS NET ASSETS: (1,328,547) REVENUE: 0 EXPENSES: (350,553) |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OR STOCKHOLDERS IMA IS AN ACCOUNTING MEMBERSHIP AND EDUCATION ASSOCIATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS THE AUDIT SUBCOMMITTEE OF THE PERFORMANCE OVERSIGHT & AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEW AND APPROVAL OF FORM 990 BEFORE FILING. MEETING MINUTES ARE CONTEMPORANEOUSLY RECORDED. ALL BOARD MEMBERS HAVE AN OPPORTUNITY TO REVIEW AND COMMENT ON FORM 990 AFTER THE AUDIT SUBCOMMITTEE REVIEW AND BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT BOARD MEMBERS, OFFICERS AND EMPLOYEES REVIEW AND SIGN A CONFLICT OF INTEREST STATEMENT AND DISCLOSURE ANNUALLY. THE CEO AND BOARD CHAIR OF THE ETHICS COMMITTEE FOLLOW UP ON DISCLOSED ITEMS. MEMBERS ARE PERIODICALLY REMINDED TO DISCLOSE CONFLICTS OF INTEREST ON ANY MATTER ADDRESSED BY THE BOARD. CONFLICT OF INTEREST COMPLIANCE MEASURES UNDER THE ASSOCIATION'S CODE OF ETHICS POLICY INCLUDE DISCIPLINARY ACTION UP TO AND INCLUDING EXPULSION. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION THE CEO AND CFO ARE OFFICERS OF THE ASSOCIATION. COMPENSATION OF OFFICERS, IF ANY, IS REVIEWED AND APPROVED BY INDEPENDENT MEMBERS OF THE BOARD ANNUALLY AFTER REVIEW OF COMPARABLE DATA AND DELIBERATION. MEETINGS ARE CONTEMPORANEOUSLY RECORDED. |
| FORM 990, PART VI, SECTION C, LINE 19 | HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE ASSOCIATION'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE ASSOCIATION'S FORM 990 IS AVAILABLE ON GUIDESTAR'S WEBSITE AND UPON WRITTEN REQUEST. FORM 1023 AND FORM 990-T, IF FILED, ARE AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | ADJUSTMENT FOR POST RETIREMENT ACCOUNT 313,128. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IMA PRODUCTS & SERVICES LLC | ||||||||||||||
| 10 PARAGON DRIVE | MONTVALE | NJ | 07645 | 232364433 | EDUCATION MATERIALS | NJ | $0 | $0 | IMA | |||||
| INST OF MGMT ACCTS DUBAI BRANCH OFFICE | ||||||||||||||
| EDCATION SUPPORT SERVICE | $0 | $0 | IMA | BLOCK 3 OFFICE G14 DUBAI KNOWLEDG | PO BOX | DUBAI | AE | AE | ||||||
| INST OF MGMT ACCTS EUROPE OFFICE | ||||||||||||||
| EDUCATION SUPPORT SERVICE | $0 | $0 | IMA | DREIKONIGSSTRASSE 31A | ZURICH | SZ | SZ | |||||||
| INST OF MGMT ACCTS (SHANGHAI) REP OFFICE | ||||||||||||||
| EDUCATION SUPPORT SERVICE | $3,920,000 | $608,518 | IMA | 1717 NANJING WEST ROAD BUILDING 3 | JINGAN DISTRICT | SHANGHAI | CH | CH | ||||||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INST OF CERTIFIED MGMT ACCTS INC | |||||||||||||||
| 10 PARAGON DRIVE | MONTVALE | NJ | 07645 | 222679694 | CERTIFICATION | NJ | 501(C)(6) | IMA | Yes (1) | ||||||
| INST OF MGMT ACCTS MEMORIAL EDU FUND | |||||||||||||||
| 10 PARAGON DRIVE | MONTVALE | NJ | 07645 | 222673344 | GRANT SUPPORT | NJ | 501(C)(3) | IMA | Yes (1) | LINE 12A, I | |||||
| IMA RESEARCH FOUNDATION INC | |||||||||||||||
| 10 PARAGON DRIVE | MONTVALE | NJ | 07645 | 223323222 | EDUCATION | NJ | 501(C)(3) | IMA | Yes (1) | LINE 12A, I | |||||
| STICHTING INST OF MGMT ACCTS THE NETHERLANDS | |||||||||||||||
| 999999999 | EDUCATION SUPPORT | 501(C)(3) | IMA | Yes (1) | CLAUDE DEBUSSYLAAN 15 | AMSTERDAM | NL | 1082MC | NL | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IMA SERVICES INC (IMAS) | ||||||||||||||||||
| 10 PARAGON DRIVE | MONTVALE | NJ | 07645 | 271144394 | EDUCATION SERVICE | NJ | IMA | C | $166,348 | $737,500 | 1.00000 | Yes (1) | ||||||
| INST OF MGMT ACCTS INDIA PRIVATE LTD | ||||||||||||||||||
| 999999999 | EDUCATION SUPPORT SERVICE | ICMA | C | $5,420 | $1,264 | 0.01000 | Yes (1) | DR E MOSES RD | MAHALAXMI | MUMBAI | IN | 400011 | IN | |||||
| BEIJING IMA MANAGEMENT CONSULTING LTD | ||||||||||||||||||
| 999999999 | EDUCATION SUPPORT SERVICE | IMAS | C | 0 | 1 E CHANGAN AVE | DONGCHENG DIST | BEIJING | CH | 100052 | CH | ||||||||
| INST OF MGMT ACCTS (BEIJING) REP OFFICE | ||||||||||||||||||
| 999999999 | EDUCATION SUPPORT SERVICE | IMAS | C | 0 | 1 E CHANGAN AVE | DONGCHENG DIST | BEIJING | CH | 100052 | CH | ||||||||
| IMA SOUTH EAST ASIA PTE LTD | ||||||||||||||||||
| 999999999 | EDUCATION SUPPORT | IMA | C | $36,463 | 1.00000 | Yes (1) | 60 PAYA LEBAR ROAD 06-19 | PAYA LEBAR SQ | SN | 409051 | SN | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IMAMEF | ||
| B | $107,084 | FMV |
| INSTITUTE OF CERTIFIED MANAGEMENT ACCOUNTANTS INC | ||
| D | $3,993,651 | FMV |
| IMARF | ||
| D | $150,709 | FMV |
| IMA SERVICES | ||
| M | $2,456,239 | FMV |
| INST OF MGMT ACCTS INDIA PRIVATE LTD | ||
| M | $541,974 | FMV |
| STICHTING INST OF MGMT ACCTS THE NETHERLANDS | ||
| P | $389,449 | FMV |
| IMA SOUTH EAST ASIA PTE LTD | ||
| P | $591,212 | FMV |