2020-11-05T11:00:34-06:00 2019-12-31 462709365 UBELHART ROGSTAD & ASSOC PC 4451 BROOKFIELD CORP DR 205 CHANTILLY VA 20151 990 2019-01-01 049033006 ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC ASSO 7032344098 11130 SUNRISE VALLEY DR NO 350 RESTON VA 20191 ADAM GERENTINE TREASURER 7032344098 2020-11-03 1 KEVIN UBELHART P00431964 7039566570 2020-11-03 98.184.80.220 2020-11-03 15:33:03 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 20AA500877F18754EDBEA45235274A2DBA0A7387 2019 2021-04-22 16:20:28Z MICHAEL R GILLIS 11130 SUNRISE VALLEY DR NO 350 RESTON VA 20191 1516513 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 1442554 1514390 2027 2123 0 0 1444581 1516513 30000 30000 0 0 0 0 0 0 0 1442141 1452276 1472141 1482276 -27560 34237 1157121 1305371 212595 361102 944526 944269 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 10 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 MICHAEL R GILLIS PRESIDENT 1.00 X X 0 0 0 KURT TERRIEN VICE PRESIDENT 1.00 X X 0 0 0 MIRIAM TAI TREASURER 1.00 X X 0 0 0 CHRISTOPHER PAOLELLA EMERITUS PRESIDENT 1.00 X X 0 0 0 GREGORY BAUER BOARD MEMBER 1.00 X 0 0 0 HEATHER CONFORTO BEATTY 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 AMI E FOX BOARD MEMBER 1.00 X 0 0 0 ADAM GERENTINE 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 BART MARCHANT 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 MARMELSTEIN SMITH BOARD MEMBER 1.00 X 0 0 0 MARK SULLIVAN 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 387213 ARIZONA BILTMORE 2400 EAST MISSOURI AVE PHOENIX AZ 85016 ANNUAL CONFERENCE 318508 WESTIN NEW YORK AT TIMES SQUARE 270 WEST 43RD STREET NEW YORK NY 10036 FALL CONFERENCE 307421 3 ANNUAL CONFERENCE 900099 671021 671021 MEETINGS, CONFERENCES 900099 573754 573754 MEMBERSHIP DUES 900099 269615 269615 1514390 2123 2123 1516513 1514390 0 2123 30000 387238 2486 1575 4682 26355 960329 995 MERCHANT AND BANK FEES 50359 BOARD MEETINGS/OTHER PR 13690 TELEPHONE 3649 OTHER EXPENSES 918 1482276 1038322 1173228 16327 24740 102472 107403 1157121 1305371 3381 153259 209214 207843 212595 361102 X 944526 944269 944526 944269 1157121 1305371 34237 -34494 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. 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.