2023-09-07T08:12:58-05:00 2022-12-31 462709365 UBELHART ROGSTAD & ASSOC PC 4451 BROOKFIELD CORP DR 205 CHANTILLY VA 20151 990 2022-01-01 049033006 ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC ASSO 7032344098 11130 SUNRISE VALLEY DR 350 RESTON VA 20191 CHRISTA MAXWELL TREASURER 7032344098 2023-08-10 1 CHRISTA MAXWELL 999009999 0 KEVIN UBELHART P00431964 7039566570 2023-08-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ADAM GERENTINE 11130 SUNRISE VALLEY DR 350 RESTON VA 20191 1309261 0 X WWW.AIMSE.ORG X 1977 MA TO PROVIDE A FORUM FOR SALES AND MARKETING PROFESSIONALS IN THE INVESTMENT MANAGEMENT INDUSTRY. 22 22 0 22 0 0 0 0 470929 1304480 1277 4781 0 0 472206 1309261 30000 30000 0 0 0 0 0 0 0 588153 1438182 618153 1468182 -145947 -158921 1004703 865538 136372 156128 868331 709410 X TO PROVIDE A FORUM FOR SALES AND MARKETING PROFESSIONALS IN THE INVESTMENT MANAGEMENT INDUSTRY. WE EMPHASIZE EDUCATION, IMPROVING SKILLS, AND ENABLING MEMBERS TO ADAPT TO THE CHANGING NEEDS OF THE MARKETPLACE. AIMSE FOSTERS HIGH ETHICAL AND PROFESSIONAL STANDARDS REGARDING THE REPRESENTATION OF INVESTMENT STRATEGIES AND SERVICES, AND ACTIVELY PROMOTES DIVERSITY AND INCLUSION THROUGHOUT THE INVESTMENT MANAGEMENT INDUSTRY. 0 0 EDUCATE OUR MEMBERS ON ETHICAL AND PROFESSIONAL STANDARDS IN THE INVESTMENT MANAGEMENT SALES AND MARKETING SERVICES. ALSO IMPROVE THEIR SKILLS TO HELP THEM ADAPT TO A CHANGING MARKETPLACE. THIS IS ACCOMPLISHED THROUGH ANNUAL CONFERENCES, MEETINGS, AND NEWSLETTERS. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 X 22 22 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 X VIRTUAL INC 7032344098 11130 SUNRISE VALLEY DR SUITE 350 RESTON VA 20191 X ADAM GERENTINE PRESIDENT 1.00 X X 0 0 0 ANTHONY BUSCEMI VICE PRESIDENT 1.00 X X 0 0 0 MATTHEW A PAWLAK TREASURER 1.00 X X 0 0 0 MIRIAM TAI EMERITUS PRESIDENT 1.00 X X 0 0 0 GREGORY BAUER BOARD MEMBER 1.00 X 0 0 0 CHELSEA CARBONEL BOARD MEMBER 1.00 X 0 0 0 SEAN CLARK BOARD MEMBER 1.00 X 0 0 0 PETER CRIVELLI BOARD MEMBER 1.00 X 0 0 0 LEWIS DEL PONTE BOARD MEMBER 1.00 X 0 0 0 AMI E FOX BOARD MEMBER 1.00 X 0 0 0 CLAUDETTE GRANT BOARD MEMBER 1.00 X 0 0 0 MAUREEN KENNEDY HAYS BOARD MEMBER 1.00 X 0 0 0 TASLEEM JAMAL BOARD MEMBER 1.00 X 0 0 0 CHRISTA MAXWELL BOARD MEMBER 1.00 X 0 0 0 MICHAEL PECK BOARD MEMBER 1.00 X 0 0 0 KERRA SMITH BOARD MEMBER 1.00 X 0 0 0 MARK A SULLIVAN BOARD MEMBER 1.00 X 0 0 0 JAMES STAFFORD BOARD MEMBER 1.00 X 0 0 0 DEREK M TUBBS BOARD MEMBER 1.00 X 0 0 0 CHARLOTTE WALSH BOARD MEMBER 1.00 X 0 0 0 JAY WILTSHIRE BOARD MEMBER 1.00 X 0 0 0 KEITH WOSNESKI BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 RITZ-CARLTON ORLANDO GRANDE LAKES 4012 CENTRAL FLORIDA PKWY ORLANDO FL 32837 ANNUAL CONFERENCE 374806 VIRTUAL INC 401 EDGEWATER PLACE STE 600 WAKEFIELD MA 01880 FINANCIAL & MANAGEMENT SERVICES 367212 CHICAGO ATHLETIC ASSOCIATION 12 SOUTH MICHIGAN AVE CHICAGO IL 60603 FALL CONFERENCE 151415 3 ANNUAL CONFERENCE 611430 586104 586104 MEETINGS, CONFERENCES 611430 495125 495125 MEMBERSHIP DUES 611430 223251 223251 1304480 4781 4781 1309261 1304480 0 4781 30000 367212 2084 1600 13200 5850 29038 963841 823 1930 MERCHANT AND BANK FEES 38979 OTHER EXPENSES 10141 TELEPHONE 3484 1468182 895590 799263 7965 24439 101148 38544 3292 1004703 865538 66475 81143 69897 74985 136372 156128 X 868331 709410 868331 709410 1004703 865538 -158921 0 X 0 0 0 0 1 0 1 ROBERT A TOIGO FOUNDATION 180 GRAND AVENUE NO 450 OAKLAND CA 94612 133565420 501(C)(3) 30000 0 PROVIDE SCHOLARSHIPS TO FOSTER THE CAREER ADVANCEMENT AND INCREASED LEADERSHIP OF UNDERREPRESENTED TALENT BY CREATING MECHANISMS FOR GREATER INCLUSION FROM THE CLASSROOM TO THE BOARDROOM. PART I, LINE 2: THE ORGANIZATION HAS PARTNERED WITH A REPUTABLE 501(C)(3) ORGANIZATION WHO RECEIVES THE GRANT MONEY AND THEN DISBURSES THE SCHOLARSHIP FUNDS DIRECTLY TO THE SCHOOLS OF THE RECEIPIENTS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION UTILIZES A MANAGEMENT COMPANY TO PERFORM ITS FINANCIAL REPORTING FUNCTIONS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO PAY ANNUAL MEMBERSHIP DUES. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD THROUGH A VOTE EACH YEAR. FORM 990, PART VI, SECTION A, LINE 7B THE ELECTED BOARD ACTS ON BEHALF OF THE MEMBERS AND IS MADE UP OF MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S EXECUTIVE COMMITTEE, WHICH IS COMPRISED OF THE BOARD OF DIRECTORS PRESIDENT, VICE-PRESIDENT, AND TREASURER, REVIEWS AND APPROVES THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS THEM AVAILABLE UPON REQUEST.