Nonprofit · EIN 13-2863802
INSTITUTE OF MANAGEMENT ACCOUNTANTS INC
Also known as STUART CAMERON MCLEOD SOCIETY
Tax-exempt · MONTVALE, NJ 07645
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $33,270 | $42,658 | -$9,388 | $262,829 | $1,966 | $260,863 |
| June 30, 2024 | 990-EZ | $45,831 | $23,374 | $22,457 | $247,455 | $0 | $247,455 |
| June 30, 2023 | 990-EZ | $25,094 | $21,689 | $3,405 | $204,680 | $0 | $204,680 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,040
- Membership dues
- $5,980
- Investment income
- $6,182
- Other revenue
- $17,068
Expenses
- Grants and similar amounts paid
- $5,000
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $37,658
- Program services (functional)
- $42,658
Balance sheet and other
- Total assets, start of year
- $247,455
- Total assets, end of year
- $262,829
- Total liabilities, end of year
- $1,966
- Net assets, end of year
- $260,863
- Cash, savings and investments
- $262,829
- Gross receipts
- $33,270
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEROY E PENNOCK CMA | PRESIDENT | 2 | $0 |
| DR LAURIE BURNEY CMA CSCA CPA | VICE PRESIDENT | 2 | $0 |
| CRISTAL L BREITBEIL CMA CIA | TREASURER | 2 | $0 |
| DIANE G HEWLETT CMA CPA | SECRETARY | 2 | $0 |
| CATHERINE B LONG CMA | BOARD OF GOVERNORS | 1 | $0 |
| CHARLES R WRIGHT CMA CGMA CPA | BOARD OF GOVERNORS | 1 | $0 |
| CHARLOTTE A ELLIOTT | BOARD OF GOVERNORS | 1 | $0 |
| LYDIA M WASHINGTON CPA CGMA | BOARD OF GOVERNORS | 1 | $0 |
| JESSICA PELINI | BOARD OF GOVERNORS | 1 | $0 |
| SHAWN CAHILL CMA CSCA | BOARD OF GOVERNORS | 1 | $0 |
| TRENT P KRAMER CMA CSCA CPA | BOARD OF GOVERNORS | 1 | $0 |
| MITCHELL S LENOIL CMA | BOARD OF GOVERNORS | 1 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY A BROWN | PRESIDENT | 2 | $0 |
| LEROY E PENNOCK CMA | VICE PRESIDENT | 2 | $0 |
| DAVID W SKORA CMA CFM CSCA | TREASURER | 2 | $0 |
| DR LAURIE BURNEY CMA CSCA CPA | SECRETARY | 2 | $0 |
| ASHLEY GRIESSHAMMER CMA CSCA CPA | BOARD OF GOVERNORS | 1 | $0 |
| CAMILLE COOK CPA | BOARD OF GOVERNORS | 1 | $0 |
| CATHERINE B LONG CMA | BOARD OF GOVERNORS | 1 | $0 |
| CHARLES R WRIGHT CMA CGMA CPA | BOARD OF GOVERNORS | 1 | $0 |
| CHARLOTTE A ELLIOTT | BOARD OF GOVERNORS | 1 | $0 |
| CRISTAL L BREITBEIL CMA CIA | BOARD OF GOVERNORS | 1 | $0 |
| DIANE G HEWLETT CMA CPA | BOARD OF GOVERNORS | 1 | $0 |
| SHAWN CAHILL CMA CSCA | BOARD OF GOVERNORS | 1 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TANYA D SHELL CMA CSCA CPA | PRESIDENT | 2 | $0 |
| PEGGY A BROWN | VICE PRESIDENT | 2 | $0 |
| DANIELLE M WHITTED CPA | TREASURER | 2 | $0 |
| DAVID W SKORA CMA CFM CSCA | SECRETARY | 2 | $0 |
| ASHLEY GRIESSHAMMER CMA CSCA CPA | BOARD OF GOVERNORS | 1 | $0 |
| CAMILLE COOK CPA | BOARD OF GOVERNORS | 1 | $0 |
| CATHERINE B LONG CMA | BOARD OF GOVERNORS | 1 | $0 |
| CHARLES A PHILLIPS CMA | BOARD OF GOVERNORS | 1 | $0 |
| CHARLOTTE A ELLIOTT | BOARD OF GOVERNORS | 1 | $0 |
| CRISTAL L BREITBEIL CMA CIA | BOARD OF GOVERNORS | 1 | $0 |
| DIANE G HEWLETT CMA CPA | BOARD OF GOVERNORS | 1 | $0 |
| DR DI WU CMA CPA | BOARD OF GOVERNORS | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 10 PARAGON DRIVE, MONTVALE, NJ 07645-1773
- In care of
- % PEGGY BROWN
- Signed the 990-EZ
- DR LAURIE BURNEY, PRESIDENT
- Phone
- (201) 573-9000
- Website
- HTTPS://SCMS.IMANET.ORG
- Return prepared by
- GRANT THORNTON ADVISORS LLC
Mission
THE PURPOSE OF THE SCMS IS TO PROVIDE A MEANS WHEREBY FORMER OFFICERS AND DIRECTORS OF THE ASSOCIATION MAY CONTINUE THE ASSOCIATIONS AND CONTACTS WHICH THEY FORMED WHILE IN OFFICE AND TO MAKE AVAILABLE TO THE CURRENT MANAGEMENT OF THE ASSOCIATION THE ADVICE AND EXPERIENCE OF PAST OFFICERS.
Program accomplishments
- MID-YEAR AND ANNUAL CONFERENCES TO BRING TOGETHER MEMBERS OF THE SOCIETY TO DISCUSS CONTINUING EDUCATIONAL SERVICES TO THE MANAGEMENT ACCOUNTANTS IN GENERAL, AND PROVIDE EDUCATIONAL SERVICES TO ITS MEMBERS (22 CONFERENCE ATTENDEES AND 252 MEMBERS).Expenses $37,658
- EDUCATIONAL SCHOLARSHIPS AND SUPPORT FOR STUDENT CONFERENCE ORGANIZED BY ASSOCIATED 501(C)(3) ORGANIZATION (INSTITUTE OF MANAGEMENT ACCOUNTANTS, INC) FOR ITS STUDENT MEMBERS 1 SCHOLARSHIP AND 1 STUDENT CONFERENCE ATTENDEE.Expenses $5,000
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 13-2863802
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1974
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Group exemption
- 2501: INSTITUTE OF MANAGEMENT ACCOUNTANTS INC
- Assets (IRS master file)
- $262,829
- Income (IRS master file)
- $33,270
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $33,270 | $42,658 | $262,829 | IRS |
| 990-EZ | June 2024 | $45,831 | $23,374 | $247,455 | XML |
| 990-EZ | June 2023 | $25,094 | $21,689 | $204,680 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 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 13-2863802).
Questions about INSTITUTE OF MANAGEMENT ACCOUNTANTS INC
- What is the EIN of INSTITUTE OF MANAGEMENT ACCOUNTANTS INC?
- The employer identification number (EIN) of INSTITUTE OF MANAGEMENT ACCOUNTANTS INC is 13-2863802.
- Is INSTITUTE OF MANAGEMENT ACCOUNTANTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Which annual return does INSTITUTE OF MANAGEMENT ACCOUNTANTS INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of INSTITUTE OF MANAGEMENT ACCOUNTANTS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSTITUTE OF MANAGEMENT ACCOUNTANTS INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of INSTITUTE OF MANAGEMENT ACCOUNTANTS INC?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does INSTITUTE OF MANAGEMENT ACCOUNTANTS INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $33,270, expenses of $42,658 and total assets of $262,829 at year end.
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