2021-11-12T07:58:21-06:00 2020-12-31 462709365 UBELHART ROGSTAD & ASSOC PC 4451 BROOKFIELD CORP DR 205 CHANTILLY VA 20151 990 2020-01-01 049033006 ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC ASSO 7032344098 11130 SUNRISE VALLEY DR NO 350 RESTON VA 20191 ANTHONY BUSCEMI TREASURER 7032344098 2021-11-09 1 ANTHONY BUSCEMI 999009999 KEVIN UBELHART P00431964 7039566570 2021-11-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KURT TERRIEN 11130 SUNRISE VALLEY DR NO 350 RESTON VA 20191 733014 0 X WWW.AIMSE.COM X 1977 MA TO PROVIDE A FORUM FOR SALES AND MARKETING PROFESSIONALS IN THE INVESTMENT MANAGEMENT INDUSTRY. 22 22 0 25 0 0 0 0 1514390 731723 2123 1291 0 0 1516513 733014 30000 35000 0 0 0 0 0 0 0 1452276 626769 1482276 661769 34237 71245 1305371 1161735 361102 147457 944269 1014278 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 1 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 KURT TERRIEN PRESIDENT 1.00 X X 0 0 0 MIRIAM TAI VICE PRESIDENT 1.00 X X 0 0 0 ADAM GERENTINE TREASURER 1.00 X X 0 0 0 MICHAEL R GILLIS EMERITUS PRESIDENT 1.00 X X 0 0 0 GREGORY BAUER BOARD MEMBER 1.00 X 0 0 0 ANTHONY BUSCEMI BOARD MEMBER 1.00 X 0 0 0 GUS L CATSAVIS 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 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 JOHN P MIRANTE BOARD MEMBER 1.00 X 0 0 0 MATTHEW A PAWLAK 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 KIMBERLEY A WOOLVERTON 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 VIRTUAL INC 11130 SUNRISE VALLEY DR STE 350 RESTON VA 20191 FINANCIAL & MANAGEMENT SERVICES 381538 1 ANNUAL CONFERENCE 900099 307354 307354 MEETINGS, CONFERENCES 900099 213335 213335 MEMBERSHIP DUES 900099 211034 211034 731723 1291 1291 733014 731723 0 1291 35000 381538 1575 7658 2651 19055 184687 580 MERCHANT AND BANK FEES 20842 TELEPHONE 3668 BOARD MEETINGS/OTHER PR 2555 OTHER EXPENSES 1960 661769 1173228 1004954 24740 400 107403 156381 1305371 1161735 153259 73141 207843 74316 361102 147457 X 944269 1014278 944269 1014278 1305371 1161735 71245 -1236 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 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. BOYS & GIRLS CLUB OF PALM BEACH COUNTY 800 NORTHPOINT PARKWAY STE 204 WEST PALM BEACH FL 33407 237060561 501(C)(3) 5000 COMMUNITY SERVICE IN THE CITY WHERE AIMSE HOLDS ITS ANNUAL CONFERENCE. 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. THE ASSOCIATION ALSO MAKES AN ANNUAL CONTRIBUTION TO A CHARITABLE ORGANIZATION IN THE SAME CITY AS THE ANNUAL CONFERENCE. THE ASSOCIATION'S COMMITTEE DOES THEIR DUE DILLIGENCE IN REVIEWING THE POTENTIAL RECIPIENTS BEFORE MAKING THEIR RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL. 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.