2014-03-28T13:34:34-05:00 2013-12-31 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2013-01-01 133532599 INSTITUTE OF MANAGEMENT CONSULTANTS(FKA- COUNCIL OF CONSULTING ORGANIZATIONS INC) INST 2023671134 2025 M STREET NW NO 800 WASHINGTON DC 20036 GAIL MCCAULEY EXECUTIVE DIRECTOR 2023671134 2014-03-28 1 LOUIS VERZELLA CPA P00360279 6106689400 2014-03-27 2013 2015-11-30 17:44:51Z GAIL MCCAULEY 2025 M STREET NW NO 800 WASHINGTON DC 20036 455298 0 X IMCUSA.ORG X 1968 NY TO EDUCATE MEMBERS AND UPDATE THEM ON DEVELOPMENTS IN THIS FIELD. 18 18 0 0 0 0 0 0 531440 433943 0 0 17168 21355 548608 455298 0 0 0 0 23075 24591 0 0 0 572799 428429 595874 453020 -47266 2278 301168 257704 202134 145793 99034 111911 TO EDUCATE MEMBERS AND UPDATE THEM ON THE DEVELOPMENTS IN THIS FIELD AND TO PROMOTE EXCELLENCE ETHICS IN MANAGEMENT CONSULTING THROUGH CERTIFICATION,EDUCATION AND PROFESSIONAL RESOURCES. 0 0 MEMBER GROWTH AND SUPPORT- IDENTIFIES CHAPTER AND ASSOCIATION IDEAS AND BEST PRACTICES TO GROW IMC COMMUNITY TO ATTRACT AND KEEP MEMBERS.COMMUNICATE THESE PRACTICES TO THE CHAPTERS AND COORDINATE WITH CHAPTERS AND NATIONAL MARKETING COMMITTEE TO DEFINE AND PUBLIZE THE MEMBER VALUE PROPOSTION TO THE CONSULTING COMMUNITY AND TO ITS MEMBERS.THIS PROVIDES A VALUABLE SERVICE TO SUPPORT ITS MEMBERSHIP. CHAPTER AND LEADERSHIP RELATIONS- THIS PROGRAM REFLECTS THE SUPPORT,COORDINATION OF THE COLLECTION AND DISTRIBUTION OF BEST OPERATING PRACTICES AMONG THE CHAPTERS. THIS FACILITATES COMMUNICATION BETWEEN NATIONAL BOARD OF DIRECTORS AND CHAPTER PRESIDENTS. SUPPORT THE GROWTH AND DEVELOPMENT OF NEW CHAPTERS AND LEADERSHIP SUMMIT. 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 0 0 0 0 0 0 0 X 18 18 0 1 0 0 1 1 0 1 1 0 1 1 1 1 1 1 0 1 0 0 0 DC X X SMITH BUCKLIN & ASSOCITES INC 2023671100 2025 M STREET NW SUITE 800 WASHINGTON DC 20036 X JUDITH LIGHT DIRECTOR 5.00 X 0 0 0 DONALD SCELLATO DIRECTOR 5.00 X 0 0 0 CYNTHIA CURRENCE DIRECTOR 5.00 X 0 0 0 LORAINE HUCHLER CHAIR 5.00 X 0 0 0 TODD ORDAL DIRECTOR 5.00 X 0 0 0 MANOLA ROBISON DIRECTOR 5.00 X 0 0 0 GEOFF GUILFOY DIRECTOR 5.00 X 0 0 0 LAUREN M BLOOM OUTSIDE DIRECTOR 5.00 X 0 0 0 LEE J CZARAPATA DIRECTOR 5.00 X 0 0 0 GAYLE CARSON DIRECTOR 5.00 X 0 0 0 ANGELA DINGLE DIRECTOR 5.00 X 0 0 0 JUAN NEGRONI DIRECTOR 5.00 X 0 0 0 TOM KENNEDY DIRECTOR 5.00 X 0 0 0 MARK SNOW DIRECTOR 5.00 X 0 0 0 GAIL MCCAULEY EXECUTIVE DIRECTOR 40.00 X 0 0 0 KATHIE NELSON DIRECTOR 5.00 X 0 0 0 CLINT BURDETT LEAD TRUSTEE 5.00 X 0 0 0 DAVID NORMAN IMMEDIATE PAST CHAIR 5.00 X 0 0 0 DON MATHESON TREASURER 5.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 2025 M STREET NW WASHINGTON DC 20036 MANAGEMENT FIRM 169216 1 MEMBERSHIP DUES 900099 252654 252654 CONSULTING CONFERENCE 900099 101105 101105 CERTIFICATION & RENEWA 900099 44550 44550 ACADEMIA 900099 23871 23871 ACADEMY 900099 11763 11763 433943 MEMBER CONTRIBUTIONS 900099 15000 15000 CREDIT CARD REIMBURSME 900099 5649 5649 CERTIFICATIONS 900099 350 350 356 171 185 21355 455298 449464 0 5834 24591 5811 34900 3150 2751 1246 139487 8601 4993 CHAPTER AND LEADERSHIP 94093 MEMBER GROWTH AND SUPPO 64317 STAFFING 30973 ACADEMY 17382 20725 453020 237658 207796 460 7701 3160 50349 41748 5000 5000 301168 257704 78225 55317 123909 90476 202134 145793 X 99034 101312 10599 99034 111911 301168 257704 X 2278 10599 X X 1 X 0 0 0 0 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE INSTITUTE AND RECOGNIZED A TAX LIABILITY IF THE INSTITUTE HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE INSTITUTE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE INSTITUTE. FORM 990, PART VI, SECTION A, LINE 3 IMC MANAGES ALL ASPECTS OF THE ORGANIZATION'S OPERATIONS IN ACCORDANCE WITH THE ORGANIZATION BYLAWS AND POLICIES. OPERATIONS MAY INCLUDE BUT ARE NOT LIMITED TO: ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, EDUCATION AND INFORMATION TECHNOLOGY. FORM 990, PART VI, SECTION A, LINE 6 THE INSTITUTE HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE DIRECTOR, ACCOUNTING MANAGER AND BOARD OF DIRECTORS REVIEW THE RETURN BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVIEWED AT ALL BOARD MEETINGS. ANY MEMBER THAT BRINGS A RECOMMENDATION TO THE BOARD MUST COMPLETE AND SIGN A DISCLOSURE FORM. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ADJUSTMENT TO PRIOR YEAR NET ASSETS 10,599. FORM 990 PART XII; LINE 2C THE PROCESS HAS NOT CHANGED SINCE THE PREVIOUS YEAR.