2020-07-07T16:59:35-05:00 2019-06-30 GRANT THORNTON LLP 757 THIRD AVENUE 4TH FLOOR NEW YORK NY 100172013 990 2018-07-01 222659674 Institute of Management Accountants Inc % DOREEN REMMEN INST 2015739000 10 Paragon Dr Montvale NJ 07645 DOREEN REMMEN SVP AND CFO 2015739000 2020-07-07 true Daniel Romano P00504182 2125990100 66.26.193.188 26377520201895000015 2020-07-07 P B6B9A4069768E68F2B23E91CFAE117586AF327BC 990D9238AAFB754FE3F2B25FC1106EF1B69E940F 2018 2020-11-06 18:47:13Z Jeffrey Thomson CEO 10 Paragon Dr Montvale NJ 07645 22618661 false X www.imanet.org X 1919 NJ TO PROVIDE A FORUM FOR RESEARCH, PRACTICE DEVELOPMENT, EDUCATION, KNOWLEDGE SHARING AND THE ADVOCACY OF THE HIGH -EST ETHICAL AND BEST BUSINESS PRACTICES IN MANAGEMENT Acct&finance. 52 51 128 1800 178525 -94755 35537 143188 16990994 20819491 520683 719078 1309543 921387 18856757 22603144 115612 235113 0 0 14108893 16917321 0 0 0 5506362 3504362 19730867 20656796 -874110 1946348 53346534 62832710 38753554 48969231 14592980 13863479 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. false false 9023908 134156 15722035 MEMBERSHIP SERVICES PROVIDED 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 2019, YEAR-END MEMBERSHIP WAS 139,853. 2766139 0 233415 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 2019, YEAR-END MEMBERSHIP WAS 139,853 AND GENERAL PUBLIC PERIODICAL AND LITERATURE PURCHASED TOTALED 225. 3182515 0 4840146 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 2019, CONTINUING EDUCATION COURSE CREDIT HOURS PROVIDED TO MEMBERS AND THE GENERAL PUBLIC TOTALED 241,699. 14972562 true true false false false false false false false false true false false true true true false true false true true false false false false false false true true true false false false false false false false false false false false false true true true false false false true 110 0 true 128 true true true true CH false false false false false false false false false false X 52 51 false false false false true false false true true false true true true true true true true true true true false AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X DOREEN REMMEN 2015739000 10 PARAGON DR Montvale NJ 07645 Virginia R White CMA Chair 5.0 3.0 X X 0 0 0 Christian Cuzick CMA Chair Elect 5.0 11.0 X 0 0 0 Alex Eng CMA CFM CPA Chair Emeritus 5.0 3.0 X X 0 0 0 Marc P Palker CMA RTRP Former Chair Emeritus 3.0 0.0 X 0 0 0 Jeffrey Thomson CMA CSCA CAE President & CEO 40.0 1.0 X X 785582 0 21576 Rosemary Amato CMA CPA CISA Director 2.0 0.0 X 0 0 0 Lisa M Book CMA CFM Director 2.0 0.0 X 0 0 0 Richard T Brady CMA CGFM Director 2.0 0.0 X 0 0 0 Joshua S Atlas CMA CFM CFE Director 2.0 0.0 X 0 0 0 Susan E Bos CMA CPA CFE Director 2.0 0.0 X 0 0 0 Christina Brown CMA Director 2.0 0.0 X 0 0 0 Lisa R Cashel CMA CSCA Director 2.0 0.0 X 0 0 0 Derek Fuzzell CMA CSCA CPA Director 2.0 0.0 X 0 0 0 Dr Paul E Juras CMA CPA Director 2.0 0.0 X 0 0 0 Anthony Caspio CMA Director 2.0 0.0 X 0 0 0 Ashley B Gibson CMA CPA Director 2.0 0.0 X 0 0 0 Rodney W Koch CMA CCP PMP Director 2.0 0.0 X 0 0 0 Jong-Moon Choi CMA CPA Director 2.0 0.0 X 0 0 0 James C Horsch CMA CFM CAE Director 2.0 0.0 X 0 0 0 Olga Kovnatska CMA Director 2.0 0.0 X 0 0 0 David P Dimare CMA CPA Director 2.0 0.0 X 0 0 0 Lara Jarvis CMA CSCA Director 2.0 0.0 X 0 0 0 A J Kreimer CPA Director 2.0 0.0 X 0 0 0 Fatema Elzahraa El Wakeel CMA Director 2.0 0.0 X 0 0 0 V Marcine Johnson CPA Director 2.0 0.0 X 0 0 0 Gaby A Lahoud CMA CFA PMP Director 2.0 0.0 X 0 0 0 Brad Ledford CMA CPA Director 2.0 0.0 X 0 0 0 J Stephen McNally CMA CPA Director 2.0 0.0 X 0 0 0 Leroy E Pennock CMA Director 2.0 0.0 X 0 0 0 John Mairena CMA Director 2.0 0.0 X 0 0 0 Jennifer A Mercer CMA Director 2.0 0.0 X 0 0 0 Balaji RangaswamyCMAACMACA Director 2.0 0.0 X 0 0 0 Gopinath R R Mallipatna Cma Director 2.0 0.0 X 0 0 0 Kristina L Merrill CMA CPA Director 2.0 0.0 X 0 0 0 Rachel M Saunders CMA Director 2.0 0.0 X 0 0 0 Robert H Mars CMA Director 2.0 0.0 X 0 0 0 Brad J Monterio Director 2.0 0.0 X 0 0 0 Tanya D Shell CMA CPA Director 2.0 0.0 X 0 0 0 Nancy C McCleary CPA Director 2.0 0.0 X 0 0 0 Anthony P Pencek CPA Director 2.0 0.0 X 0 0 0 Tashee N Singleton Director 2.0 0.0 X 0 0 0 David W Skora CMA CFM Director 2.0 0.0 X 0 0 0 Lydia M Washington CPA CGMA Director 2.0 0.0 X 0 0 0 XiaoXiao Zhu CMA Director 2.0 0.0 X 0 0 0 Patrick J Stroh CMA Director 2.0 0.0 X 0 0 0 James A Williams CPA Director 2.0 0.0 X 0 0 0 Dr Ted J Takamura CPA CFE Director 2.0 0.0 X 0 0 0 Dr Di Wu CMA CPA Director 2.0 0.0 X 0 0 0 Rick S Thompson CMA CFM CPA CIA Director 2.0 0.0 X 0 0 0 Ye Yang CMA Director 2.0 0.0 X 0 0 0 Timothy P Trout Director 2.0 0.0 X 0 0 0 Hussain M Zainal CMA CSCA Director 2.0 0.0 X 0 0 0 Doreen Remmen CMA CSCA CAE Sr Vice President & CFO 40.0 1.5 X 326802 0 32155 Deborah Warner Vice President 40.0 0.0 X 274549 0 21675 Raef Lawson Vice President 40.0 0.5 X 259444 0 30877 Padraig Hare Vice President 40.0 0.0 X 259921 0 7486 Patricia Stefanczyk Vice President 40.0 0.0 X 202111 0 40335 Ellen Gurevich Vice President 40.0 0.0 X 237455 0 47113 2345864 0 201217 42 false true false THE GATE WORLDWIDE LLC 71 5TH AVE FLOOR 8 NEW YORK NY 10003 ADVERTISING 3658365 STERN STRATEGY GROUP 176 WOOD AVENUE SOUTH SUITE 300 ISELIN NJ 08830 PUBLIC RELATIONS 653975 LSC COMMUNICATIONS US LLC 191 NORTH WACKER DRIVE CHICAGO IL 60606 PRINTING & DIST. 348258 MARKETING GENERAL INC 625 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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 FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX PAYABLE FOR THE YEARS ENDED JUNE 30, 2019 AND 2018. IMA and Affiliates have analyzed tax positions taken for filing with the Internal Revenue Service and state jurisdictions where they operate. IMA does not anticipate any adjustments that would result in a material adverse effect on IMAs financial condition, results of operations or cash flows. IMAs U.S. federal income tax returns prior to fiscal year 2016 are closed and management continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. East Asia and the Pacific 4 36 Program Services MARKETING&RELATED SERV 16616029 Europe (Including Iceland and Greenland) 2 5 Program Services MARKETING&RELATED SERV 1224438 Middle East and North Africa 1 9 Program Services MARKETING&RELATED SERV 5364255 7 50 7 50 23204722 23204722 false false false false false true true INSTITUTE OF MANAGEMENT ACCOUNTANTS MEMOR- IAL EDUCATION FUND INC 10 PARAGON DRIVE MONTVALE NJ 07645 222673344 501(C)(3) 117796 UNRESTRICTED SUPPORT OF ORG MISSION 1 SCHOLARSHIPS, GRANTS & AWARD 41 60687 PART I, LINE 1 Annual review or due diligence is performed for all grant recipients. Contributions are made to known organizations whose operations and work are closely aligned with IMAs mission, objective and values. X X true true X X X X X false false false false false false false false false Jeffrey Thomson CMA CSCA CAE President & CEO 584358 201224 18400 3176 807158 0 0 Doreen Remmen CMA CSCA CAE Sr Vice President & CFO 248164 78638 0 11000 21155 358957 0 0 Deborah Warner Vice President 209449 65100 0 10956 10719 296224 0 0 Raef Lawson Vice President 199660 59784 0 10601 20276 290321 0 0 Padraig Hare Vice President 199837 60084 0 6443 1043 267407 0 0 Patricia Stefanczyk Vice President 152901 49210 0 8375 31960 242446 0 0 Ellen Gurevich Vice President 177749 59706 0 10029 37084 284568 0 0 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 REGARD TO COMPANION TRAVEL, THE POLICY STATES WHEN THE PRESENCE OF THE CHAIRS SPOUSE AT AN IMA FUNCTION IS DEEMED APPROPRIATE, WITH PROPER APPROVAL BY THE GOVERNANCE COMMITTEE, THE SPOUSES 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 2018 W-2S AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 IMA IS AN ACCOUNTING MEMBERSHIP AND EDUCATION ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B 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 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 ASSOCIATIONS CODE OF ETHICS POLICY INCLUDE DISCIPLINARY ACTION UP TO AND INCLUDING EXPULSION. FORM 990, PART VI, SECTION B, LINES 15A AND 15B THE CEO AND CFO ARE OFFICERS OF THE ASSOCIATION. COMPENSATION OF OFFICERS AND KEY EMPLOYEES, 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 THE ASSOCIATIONS CONSOLIDATED AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATIONS WEBSITE. THE ASSOCIATIONS FORM 990 IS AVAILABLE ON GUIDESTARS WEBSITE AND UPON WRITTEN REQUEST. FORM 1023 AND FORM 990-T, IF FILED, ARE AVAILABLE UPON WRITTEN REQUEST. 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. 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