2026-04-24T11:04:35-05:00 2025-06-30 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990 2024-07-01 222659674 INSTITUTE OF MANAGEMENT ACCOUNTANTS INC INST 2015739000 10 PARAGON DRIVE MONTVALE NJ 07645 CHRISTINE MILLAWAY CFO & SVP 2015739000 2026-04-23 1 1 DANIEL ROMANO P00504182 2125990100 2024 2025-03-06 01:10:19Z MICHAEL DEPRISCO 10 PARAGON DRIVE MONTVALE NJ 07645 29647198 0 X WWW.IMANET.ORG X 1919 NJ TO PROVIDE A FORUM FOR RESEARCH, PRACTICE DEVELOPMENT, EDUCATION, KNOWLEDGE (CONTINUED IN SCH O) SHARING AND THE ADVOCACY OF THE HIGHEST ETHICAL AND BEST BUSINESS PRACTICES IN MANAGEMENT ACCT & FINANCE. 36 35 93 2700 117227 0 127748 1869126 18545265 19513556 1152618 3199302 585315 250533 20410946 24832517 225432 169047 0 0 17481315 15929835 0 0 0 1997517 111191 19704264 16210073 706682 8622444 46318464 53504570 37995934 35645681 8322530 17858889 TO PROVIDE A FORUM FOR RESEARCH, PRACTICE DEVELOPMENT, EDUCATION, KNOWLEDGE SHARING AND THE ADVOCACY OF THE HIGHEST ETHICAL AND BEST BUSINESS PRACTICES IN MANAGEMENT ACCT & FINANCE. 0 0 9326385 169047 16318051 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 2025, YEAR-END MEMBERSHIP WAS 123,118. 2266685 0 3200997 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 2025, CONTINUING EDUCATION COURSE CREDIT HOURS PROVIDED TO MEMBERS AND THE GENERAL PUBLIC TOTALED 398,554. 693311 125404 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 2025, YEAR-END MEMBERSHIP WAS 123,118. 12286381 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 X 93 0 1 93 1 1 1 1 CH IN NL SN AE 0 0 0 0 0 0 0 0 0 0 X 36 35 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 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 CHRISTINE MILLAWAY 2015739000 10 PARAGON DRIVE SUITE 1 MONTVALE NJ 07645 MICHAEL DEPRISCO PRESIDENT & CEO 39.00 1.00 X X 803147 0 17545 RICHARD T BRADY CMA CGFM CHAIR EMERITUS 4.00 3.00 X X 0 0 0 SUNIL S DESHMUKH CMA CBM CHAIR 6.00 3.00 X X 0 0 0 PETER J DOLANCMACFMCSCACPA CHAIR ELECT 4.00 3.00 X X 0 0 0 AHMED HASSAN CMA DIRECTOR 2.00 0.50 X 0 0 0 AKOMU OMOYE OKOH CMA CSCA CA DIRECTOR, NON-VOTING 2.00 1.00 X 0 0 0 ALI FATIH DALKILICCMACSCACIA DIRECTOR 2.00 0.00 X 0 0 0 ANTHONY N CASPIO CMA DIRECTOR 4.00 0.00 X 0 0 0 BRAD LEDFORD CMA CPA DIRECTOR 2.00 0.00 X 0 0 0 BRIGITTE DE GRAAF CMA DIRECTOR 4.00 0.00 X 0 0 0 CHARLES R WRIGHT CMACGMACPA DIRECTOR 2.00 0.00 X 0 0 0 DANA C RIESSCMACFMCPACPIM DIRECTOR 2.00 0.00 X 0 0 0 DEBORAH C MICHALOWSKI CPA DIRECTOR 2.00 0.00 X 0 0 0 DR RINKU BHATTACHARYA CMACPA DIRECTOR 4.00 0.00 X 0 0 0 DR ROOPA VENKATESH CMA DIRECTOR 2.00 0.00 X 0 0 0 ELHADI E ELIMAM CMA DIRECTOR 2.00 0.00 X 0 0 0 ERIC L LENARD CMA CFM DIRECTOR 2.00 0.00 X 0 0 0 FEMKE AARTS CMA CFE DIRECTOR 2.00 0.00 X 0 0 0 FLORENCE BELL CMA DIRECTOR 2.00 0.00 X 0 0 0 GERALD T RATIGANJRCMACSCA DIRECTOR 2.00 0.00 X 0 0 0 HESSEL H F BROUWER CMA DIRECTOR 2.00 0.00 X 0 0 0 JAMES R TILK CMA CPA DIRECTOR 2.00 0.00 X 0 0 0 JAMES TADEWALD CMACFMCFECIA DIRECTOR 2.00 0.00 X 0 0 0 JAVVADI H RAO CMA CFM CIA DIRECTOR 2.00 0.00 X 0 0 0 JOSCEL BARRIO DELOS CIELOS CMA DIRECTOR 2.00 0.00 X 0 0 0 MIN HAN DIRECTOR 2.00 0.00 X 0 0 0 PAMELA R HOGANSCMACSCA CPA DIRECTOR 2.00 0.00 X 0 0 0 PATTI A HUMBLE CMA CFM CPA DIRECTOR 2.00 0.00 X 0 0 0 PING LU CMA ACCA DIRECTOR 2.00 0.00 X 0 0 0 PRAKASH RAJANCMACPACGMACA DIRECTOR 4.00 0.50 X 0 0 0 QING ZHU CMA CSCA DIRECTOR 2.00 0.00 X 0 0 0 QINGHUA LIU DIRECTOR 2.00 0.00 X 0 0 0 SARVOTTAM SUHAS REGE CMA DIRECTOR 2.00 0.00 X 0 0 0 SRIKRISHNA MANKAL CMA DIRECTOR 2.00 0.00 X 0 0 0 TONY SHEUNG FAI KAM CMA DIRECTOR 2.00 0.00 X 0 0 0 YASMIN M EL GIBALY CMA DIRECTOR 2.00 0.00 X 0 0 0 YI ZHANG CMA DIRECTOR 2.00 0.00 X 0 0 0 CHRISTINE MILLAWAY CPA SR VICE PRESIDENT & CFO 38.50 1.50 X 386229 0 17212 TRAVIS WILLARD SR VICE PRESIDENT 20.00 20.00 X 335532 0 14852 ELLEN GUREVICH CAE VICE PRESIDENT (THRU 01/25) 20.00 20.00 X 302144 0 16257 JACKIE OPPENHEIM VICE PRESIDENT 20.00 20.00 X 291763 0 15844 PATRICIA STEFANCZYK CAE VICE PRESIDENT 20.00 20.00 X 270857 0 14624 DIANNA STEINBACH CHIEF GROWTH & MKTG. OFFICER 20.00 20.00 X 302353 0 11247 2692025 0 107581 34 0 1 0 THE GATE WORLDWIDE LLC 71 5TH AVE FLOOR 8 NEW YORK NY 10003 ADVERTISING 1293225 PERSONIFY INC 6500 RIVER PLACE BLVD BLDG III 2 AUSTIN TX 78730 IT SERVICES 523689 MARKETING GENERAL INC 625 N WASHINGTON ST SUITE 450 ALEXANDRIA VA 22314 ADVERTISING 519275 MCI GROUP ASIA PACIFIC PTE LTD 20 BENDEMEER ROAD SINGAPORE SINGAPORE SN OUTSIDE SERVICES 362237 SITECORE USA INC 101 CALIFORNIA ST SUITE 1600 SAN FRANCISCO CA 94111 IT SERVICES 330068 11 1750014 119112 1869126 MEMBERSHIP DUES 611600 16178640 16178640 0 0 CONFERENCES 611600 2436427 2436427 0 0 EDUCATION PROGRAMS 611600 773085 773085 0 0 SUBSCRIPTIONS 611600 125404 8177 117227 0 19513556 533978 533978 119637 119637 1980005 5500000 1849256 2965425 130749 2534575 2665324 2665324 CREDENTIALING 900099 73376 73376 IMA INDIA REVENUE 900099 1887 1887 CANCELLATION FEE 900099 25 25 55608 55608 130896 24832517 19527225 117227 3318939 X 136429 136429 13000 13000 19618 19618 1553360 239040 1314320 11816498 6188431 5628067 449067 190521 258546 1426329 1066537 359792 684581 148393 536188 177951 177951 84559 5883 78676 18855 18855 2939127 1481548 1457579 2577143 2570514 6629 1482368 1120345 362023 1479570 468506 1011064 898023 556916 341107 449816 201194 248622 1803618 1594810 208808 40703 40703 233885 233885 1214647 8796 1205851 330582 4323 326259 TAXES & OTHER EXPENSES 880320 875249 5071 OTHER EXPENSES 418826 158668 260158 BOOKS & SUBSCRIPTIONS 123247 81633 41614 EDUCATION & TRAINING 101782 85876 15906 -15143831 -5163734 -9980097 16210073 12286381 3923692 0 2304971 3489835 255093 231303 465177 1448227 4207093 2734952 4785031 1472141 21080878 28016093 0 0 0 0 17427314 18846971 46318464 53504570 8851390 8711777 10317275 8541092 18827269 18392812 37995934 35645681 X 8322530 17858889 8322530 17858889 46318464 53504570 X 8622444 848097 65818 X X 0 1 X 1 0 X 2060938 140194 136372 127748 1869126 4334378 20049235 19234952 18806903 18545265 19513556 96149911 22110173 19375146 18943275 18673013 21382682 100484289 102110 104260 101500 104159 103175 515204 0 102110 104260 101500 104159 103175 515204 99969085 1237222 1345281 1125271 858479 653615 5219868 1237222 1345281 1125271 858479 653615 5219868 346325 69746 108912 116348 130896 772227 23693720 20790173 20177458 19647840 22167193 106476384 0.93890 0.92840 0.04900 0.05940 X SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME: CREDENTIALING 2020 AMOUNT: 71,468. 2021 AMOUNT: 76,104. 2022 AMOUNT: 105,659. 2023 AMOUNT: 92,004. 2024 AMOUNT: 73,376. CANCELLATION FEE 2020 AMOUNT: 0. 2021 AMOUNT: 0. 2022 AMOUNT: 176. 2023 AMOUNT: 21,516. 2024 AMOUNT: 25. OTHER INCOME 2020 AMOUNT: 274,057. 2021 AMOUNT: -6,358. 2022 AMOUNT: 3,077. 2023 AMOUNT: 2,828. 2024 AMOUNT: 57,495. HONOR SOCIETY MEMBERSHIP 2020 AMOUNT: 800. 2021 AMOUNT: 0. 2022 AMOUNT: 0. 2023 AMOUNT: 0. 2024 AMOUNT: 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4207093 2734952 1472141 1472141 ASSETS, DUE FROM AFFILIATE 1041774 ASSETS, RESERVE FUND 16511597 ASSETS, OTHER NON-INVESTMENT 430956 OTHER ASSETS FROM IMA INDIA 4567 ROU ASSETS 703479 OTHER ASSETS IN IMA EGYPT 2799 DEPOSITS 151799 18846971 LIABILITY, ACCRUED PENSION LIABILITY 941589 LIABILITY, DUE TO AFFILIATE 16373813 LIABILITY, ADVANCE FROM CANDIDATES 128021 OTHER LIABILITIES FROM IMA INDIA 226 OTHER LIABILITIES IN IMA EGYPT 110430 LEASE OBLIGATIONS 836033 OTHER LIABILITIES 2700 18392812 X PART X, LINE 2: LIABILITY FOR UNCERTAIN TAX POSITIONS (ASC 740) IMA, IMAMEF, IMARF AND IMA PRODUCTS AND SERVICES, LLC (A NON-OPERATING ENTITY) WERE INCORPORATED IN THE STATE OF NEW JERSEY AND ARE EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, THEREFORE, HAVE MADE NO PROVISION FOR INCOME TAXES IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. 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 (THE "IRS") NOT TO BE "PRIVATE FOUNDATIONS" WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX PAYABLE FOR THE YEAR ENDED JUNE 30, 2025. THE ORGANIZATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, CHANGE IN NET ASSETS OR CASH FLOWS. 1 EAST ASIA AND THE PACIFIC 6 23 PROGRAM SERVICE MARKETING AND RELATED SERVICES 4978428 EUROPE (INCLUDING ICELAND & GREENLAND) 1 2 PROGRAM SERVICE MARKETING AND RELATED SERVICES 538551 MIDDLE EAST AND NORTH AFRICA 3 10 PROGRAM SERVICE MARKETING AND RELATED SERVICES 1720808 SOUTH ASIA 0 0 PROGRAM SERVICE MARKETING AND RELATED SERVICES 763970 EAST ASIA AND THE PACIFIC 0 0 SCHOLARSHIPS, GRANTS & AWARDS GRANT PAYMENTS 19618 SOUTH ASIA 1 10 INVESTMENTS 4567 EAST ASIA AND THE PACIFIC INVESTMENTS 5745 11 45 0 0 11 45 8031687 0 8031687 0 0 1 0 0 1 PART I, LINE 2: PROCEDURE FOR MONITORING USE OF GRANT FUNDS OUTSIDE THE UNITED STATES ANNUAL REVIEW OR DUE DILIGENCE IS PERFORMED FOR ALL GRANT RECIPIENTS. CONTRIBUTIONS ARE MADE TO KNOWN ORGANIZATIONS AND WORK ARE CLOSELY ALIGNED WITH IMA'S MISSION, OBJECTIVE AND VALUES. SCHEDULE F, PART I, LINE 3: METHOD USED TO ACCOUNT FOR EXPENDITURES AND GRANTS THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING. SCHEDULE F, PART II, LINE 1: METHOD USED TO ACCOUNT FOR EXPENDITURES AND GRANTS THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING. 1 INSTITUTE OF MANAGEMENT ACCOUNTANTS MEMORIAL EDUCATION FUND INC 10 PARAGON DR MONTVALE NJ 07645 222673344 501(C)(3) 107189 0 UNRESTRICTED SUPPORT OF ORG MISSION APPALACHIAN STATE UNIV 178 CENTENNIAL DR BOONE NC 28608 822854841 501(C)(3) 5500 0 SCHOLARSHIP/AWARDS EDUCATIONAL FOUNDATION FOR WOMEN IN ACCOUNTING 151 WEST 4TH STREET SUITE 222 CINCINNATI OH 45202 366149364 501(C)(3) 10000 0 SPONSORSHIP/AWARDS 3 SCHOLARSHIPS, GRANTS & AWARDS 18 13000 PART I, LINE 2: PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE THE UNITED STATES ANNUAL REVIEW OR DUE DILIGENCE IS PERFORMED FOR ALL GRANT RECIPIENTS. CONTRIBUTIONS ARE MADE TO KNOWN ORGANIZATIONS AND WORK ARE CLOSELY ALIGNED WITH IMA'S MISSION, OBJECTIVE AND VALUES. X X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 MICHAEL DEPRISCO PRESIDENT & CEO 730647 0 72500 0 0 0 13800 0 3745 0 820692 0 0 0 CHRISTINE MILLAWAY CPA SR VICE PRESIDENT & CFO 364329 0 21900 0 0 0 13800 0 3412 0 403441 0 0 0 TRAVIS WILLARD SR VICE PRESIDENT 320682 0 14850 0 0 0 13384 0 1468 0 350384 0 0 0 ELLEN GUREVICH CAE VICE PRESIDENT (THRU 01/25) 276323 0 25821 0 0 0 12512 0 3745 0 318401 0 0 0 DIANNA STEINBACH CHIEF GROWTH & MKTG. OFFICER 287953 0 14400 0 0 0 9779 0 1468 0 313600 0 0 0 JACKIE OPPENHEIM VICE PRESIDENT 268408 0 23355 0 0 0 12099 0 3745 0 307607 0 0 0 PATRICIA STEFANCZYK CAE VICE PRESIDENT 248854 0 22003 0 0 0 10879 0 3745 0 285481 0 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 REGARDS TO COMPANION TRAVEL, THE POLICY STATES WHEN THE PRESENCE OF THE CHAIR'S SPOUSE AT AN IMA FUNCTION IS DEEMED APPROPRIATE, WITH PROPER APPROVAL BY THE GOVERNANCE COMMITTEE, THE SPOUSE'S 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 BONUSES ARE NOT PAID PURSUANT TO A FIXED CONTRACT. BONUS COMPENSATION IS DISCRETIONARY AND IS AWARDED BASED ON THE ACHIEVEMENT OF ENTERPRISE-WIDE PERFORMANCE OBJECTIVES. BONUS AMOUNTS ARE DETERMINED USING A PREDETERMINED PERFORMANCE-BASED FORMULA. FORM 990, PART I, LINE 20: FOREIGN RELATED ENTITIES ACTIVITIES IMA HAS ELECTED TO FILE FORM 990 ON A CONSOLIDATED BASIS, A BASIS CONSISTENT WITH ITS AUDITED FINANCIAL STATEMENTS, AND HAS INCLUDED THE ACTIVITY OF ITS FOREIGN RELATED ORGANIZATIONS LISTED ON SCHEDULE R, INCLUDING IMA SOUTH EAST ASIA PTE. LTD., STICHTING INSTITUTE OF MANAGEMENT ACCOUNTANTS, THE NETHERLANDS, IMA EGYPT FOR CONSULTANCY, AND THE INSTITUTE OF MANAGEMENT ACCOUNTANTS ARABIA ADMINISTRATIVE COMPANY. THE FOLLOWING BALANCES AS WELL AS ALL ACTIVITIES OF ABOVE FOREIGN RELATED ORGANIZATIONS, DURING THE FISCAL YEAR 2025, INCLUDING PROGRAM SERVICES, ARE INCLUDED ON IMA'S FORM 990. IMA SOUTH EAST ASIA PTE. LTD. NET ASSETS: $(4,169,847) REVENUE: $0 EXPENSES: $12,610 STICHTING INSTITUTE OF MANAGEMENT ACCOUNTANTS, THE NETHERLANDS NET ASSETS: $(2,196,587) REVENUE: $0 EXPENSES: $(247,367) IMA EGYPT FOR CONSULTANCY NET ASSETS: $(107,631) REVENUE: $0 EXPENSES: $(31,264) INSTITUTE OF MANAGEMENT ACCOUNTANTS ARABIA ADMINISTRATIVE COMPANY NET ASSETS: $(180,471) EVENUE: $0 EXPENSES: $(67,901) FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS IMA IS AN ACCOUNTING MEMBERSHIP AND EDUCATION ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS 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 CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT 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 ASSOCIATION'S CODE OF ETHICS POLICY INCLUDE DISCIPLINARY ACTION UP TO AND INCLUDING EXPULSION. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE CEO AND CFO ARE OFFICERS OF THE ASSOCIATION. COMPENSATION OF OFFICERS, 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 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE ASSOCIATION'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE ASSOCIATION'S FORM 990 IS AVAILABLE ON GUIDESTAR'S WEBSITE AND UPON WRITTEN REQUEST. FORM 1023 AND FORM 990-T, IF FILED, ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 1,481,548. MANAGEMENT AND GENERAL EXPENSES 1,457,579. TOTAL EXPENSES 2,939,127. FORM 990, PART XI, LINE 9: ACCRUED POST RETIREMENT 65,818. 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. IMA PRODUCTS & SERVICES LLC 10 PARAGON DRIVE MONTVALE NJ 07645 232364433 EDUCATION MATERIALS NJ IMA INST OF MGMT ACCTS DUBAI BRANCH OFFICE BLOCK 3 OFFICE G14 DUBAI KNOWLEDG DUBAI AE EDUCATION SUPPORT SERVICE AE IMA INST OF MGMT ACCTS (SHANGHAI) REP OFFICE RM2204D 22 JING AN KERRY CENTRE OF SHANGHAI CH EDUCATION SUPPORT SERVICE CH 3270000 522042 IMA INST OF MGMT ACCTS EUROPE OFFICE BLEICHERWEG 108002 ZURICH SZ EDUCATION SUPPORT SERVICE SZ IMA INST OF CERTIFIED MGMT ACCTS INC 10 PARAGON DRIVE MONTVALE NJ 07645 222679694 CERTIFICATION NJ 501(C)(6) IMA 1 INST OF MGMT ACCTS MEMORIAL EDU FUND 10 PARAGON DRIVE MONTVALE NJ 07645 222673344 GRANT SUPPORT NJ 501(C)(3) LINE 12A, I IMA 1 IMA RESEARCH FOUNDATION INC 10 PARAGON DRIVE MONTVALE NJ 07645 223323222 EDUCATION NJ 501(C)(3) LINE 12A, I IMA 1 STICHTING INST OF MGMT ACCTS THE NETHERLANDS GUSTAV MAHLERPLEIN 28 AMSTERDAM NL 1082 MA 999999999 EDUCATION SUPPORT NL 501(C)(3) IMA 1 IMA SERVICES INC (IMAS) 10 PARAGON DRIVE MONTVALE NJ 07645 271144394 EDUCATION SERVICE NJ IMA C -1250 4397 1.00000 1 INST OF MGMT ACCTS INDIA PRIVATE LTD 2001 EST TWR A 20TH FL 95 GK MAR MUMBAI IN 400013 999999999 EDUCATION SUPPORT SERVICE IN ICMA C 1887 4567 0.01000 1 IMA SOUTH EAST ASIA PTE LTD 20 COLLYER QUAY 09-01 SN 049319 999999999 EDUCATION SUPPORT SN IMA C 5470 1.00000 1 IMA EGYPT FOR CONSULTANCY BLDG NO 5 ZIZINIA RESORT 5TH SET NEW CAIRO EG 999999999 EDUCATION SUPPORT EG IMAICMA C 2799 0.50000 1 IMA ARABIA AL-WURUD KING ABDULLAH RD RIYADH SA 8124-12253 999999999 EDUCATION SUPPORT SA IMA C 11860 1.00000 1 0 1 0 1 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 INSTITUTE OF MANAGEMENT ACCOUNTANTS MEMORIAL EDUCATION FUND INC B 107889 FMV INSTITUTE OF CERTIFIED MANAGEMENT ACCOUNTANTS INC D 377965 FMV INST OF MGMT ACCTS INDIA PRIVATE LTD M 763970 FMV STICHTING INST OF MGMT ACCTS THE NETHERLANDS P 255903 FMV