Nonprofit · EIN 04-9033006
ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC
Tax-exempt · WAKEFIELD, MA 01880
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,453,632 | $1,328,003 | $125,629 | $1,168,146 | $228,089 | $940,057 |
| December 31, 2023 | 990 | $1,754,562 | $1,649,544 | $105,018 | $1,098,308 | $283,880 | $814,428 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,420,459
- Investment income
- $33,173
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $30,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $7,309
- Accounting fees
- $1,725
- Depreciation
- $823
Balance sheet and other
- Total assets, start of year
- $1,098,308
- Total assets, end of year
- $1,168,146
- Total liabilities, end of year
- $228,089
- Net assets, end of year
- $940,057
- Net assets without donor restrictions
- $940,057
- Gross receipts
- $1,453,632
- Employees
- 0
- Volunteers
- 22
- Year formed
- 1977
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW A PAWLAK | PRESIDENT Trustee or director, Officer | 1 | $0 |
| CHRISTA MAXWELL | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| CLAUDETTE GRANT | TREASURER Trustee or director, Officer | 1 | $0 |
| ANTHONY BUSCEMI | EMERITUS PRESIDENT Trustee or director, Officer | 1 | $0 |
| BETH BREWER | BOARD MEMBER Trustee or director | 1 | $0 |
| SEAN CLARK | BOARD MEMBER Trustee or director | 1 | $0 |
| PETER CRIVELLI | BOARD MEMBER Trustee or director | 1 | $0 |
| MOLLY GIFFEN | BOARD MEMBER Trustee or director | 1 | $0 |
| RAMON GONZALEZ | BOARD MEMBER Trustee or director | 1 | $0 |
| GREG GRAZIANO | BOARD MEMBER Trustee or director | 1 | $0 |
| BRAD HAUGHEY | BOARD MEMBER Trustee or director | 1 | $0 |
| MAUREEN KENNEDY HAYS | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRISTY MCKEE | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL PECK | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNIFER PITTMAN | BOARD MEMBER Trustee or director | 1 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHELSEA RAMOS | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHELLE RIFFELMACHER | BOARD MEMBER Trustee or director | 1 | $0 |
| RICHARD SHUSMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| CHARLOTTE WALSH | SECRETARY Trustee or director, Officer | 1 | $0 |
| MELISSA SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| JAMES STAFFORD | BOARD MEMBER Trustee or director | 1 | $0 |
| JAY WILTSHIRE | BOARD MEMBER Trustee or director | 1 | $0 |
| ADAM GERENTINE | FORMER EMIERTUS PRESIDENT Trustee or director, Officer | 1 | $0 |
| CHELSEA CARBONEL | FORMER BOARD MEMBER Trustee or director | 1 | $0 |
| LEWIS DEL PONTE | FORMER BOARD MEMBER Trustee or director | 1 | $0 |
| KEITH WOSNESKI | FORMER BOARD MEMBER Trustee or director | 1 | $0 |
| AMI E FOX | FORMER BOARD MEMBER Trustee or director | 1 | $0 |
| KERRA SMITH | FORMER BOARD MEMBER Trustee or director | 1 | $0 |
| MARK A SULLIVAN | FORMER BOARD MEMBER Trustee or director | 1 | $0 |
| DEREK M TUBBS | FORMER BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY BUSCEMI | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MATTHEW A PAWLAK | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| CHRISTA MAXWELL | TREASURER Trustee or director, Officer | 1 | $0 |
| ADAM GERENTINE | EMERITUS PRESIDENT Trustee or director, Officer | 1 | $0 |
| SEAN CLARK | BOARD MEMBER Trustee or director | 1 | $0 |
| PETER CRIVELLI | BOARD MEMBER Trustee or director | 1 | $0 |
| LEWIS DEL PONTE | BOARD MEMBER Trustee or director | 1 | $0 |
| AMI E FOX | BOARD MEMBER Trustee or director | 1 | $0 |
| MOLLY GIFFEN | BOARD MEMBER Trustee or director | 1 | $0 |
| CLAUDETTE GRANT | BOARD MEMBER Trustee or director | 1 | $0 |
| MAUREEN KENNEDY HAYS | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL PECK | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNIFER PITTMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| CHELSEA RAMOS | BOARD MEMBER Trustee or director | 1 | $0 |
| KERRA SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK A SULLIVAN | BOARD MEMBER Trustee or director | 1 | $0 |
| JAMES STAFFORD | BOARD MEMBER Trustee or director | 1 | $0 |
| DEREK M TUBBS | BOARD MEMBER Trustee or director | 1 | $0 |
| CHARLOTTE WALSH | BOARD MEMBER Trustee or director | 1 | $0 |
| JAY WILTSHIRE | BOARD MEMBER Trustee or director | 1 | $0 |
| KEITH WOSNESKI | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 401 EDGEWATER PL STE 600, WAKEFIELD, MA 01880-6200
- Principal officer (990 for 2024)
- MATTHEW A PAWLAK, 401 EDGEWATER PL 600, WAKEFIELD, MA 018806200
- Signed the 990
- CLAUDETTE GRANT, TREASURER
- Phone
- (703) 234-4098
- Website
- WWW.AIMSE.ORG
- Return prepared by
- KEVIN UBELHART CPA PLLC
Mission
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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-9033006
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1981
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,168,146
- Income (IRS master file)
- $1,453,632
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,453,632 | $1,328,003 | $1,168,146 | XML |
| 990 | December 2023 | $1,754,562 | $1,649,544 | $1,098,308 | XML |
| 990 | December 2022 | $1,309,261 | $1,468,182 | $865,538 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-9033006).
Questions about ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC
- What is the EIN of ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC?
- The employer identification number (EIN) of ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC is 04-9033006.
- Is ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1981.
- Are donations to ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC?
- The 990 for the year ended December 31, 2024 names MATTHEW A PAWLAK.
- Who are the officers and directors of ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC?
- The 990 for the year ended December 31, 2024 lists 30 people; 0 received compensation from the organization.
- How much revenue does ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,453,632, expenses of $1,328,003 and total assets of $1,168,146 at year end.
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