Nonprofit · EIN 43-1578348
INVESTMENT MANAGEMENT EDUCATION ALLIANCE
Tax-exempt · NEEDHAM, MA 02494
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,321,804 | $917,492 | $404,312 | $1,102,152 | $1,896 | $1,100,256 |
| December 31, 2024 | 990 | $936,525 | $568,984 | $367,541 | $696,707 | $763 | $695,944 |
| December 31, 2023 | 990 | $808,783 | $701,739 | $107,044 | $346,126 | $27,718 | $318,408 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,300,187
- Investment income
- $21,617
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $27,885
- Travel
- $36,946
- Program services (functional)
- $917,492
Balance sheet and other
- Total assets, start of year
- $696,707
- Total assets, end of year
- $1,102,152
- Total liabilities, end of year
- $1,896
- Net assets, end of year
- $1,100,256
- Net assets without donor restrictions
- $1,100,256
- Gross receipts
- $1,321,804
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1991
- State of legal domicile
- MO
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEX GARDNER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| ANDREW ARNOTT | BOARD MEMBER Trustee or director | 1 | $0 |
| ANNE KVANBECK | BOARD MEMBER Trustee or director | 1 | $0 |
| ANNIE BROWN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| CHRIS FANKHAUSER | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRIS O'CONNOR | BOARD MEMBER Trustee or director | 1 | $0 |
| LARA HOFFMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| DONALD SANYA | BOARD MEMBER Trustee or director | 1 | $0 |
| DUSIN MCCARTY | BOARD MEMBER Trustee or director | 1 | $0 |
| ERIK SCHNEBERGER | BOARD MEMBER Trustee or director | 1 | $0 |
| FRANK PRIVITERA | BOARD MEMBER Trustee or director | 1 | $0 |
| HOLLY SCHOENFELDT | BOARD MEMBER Trustee or director | 1 | $0 |
| MILISA HUTCHINSON | BOARD MEMBER Trustee or director | 1 | $0 |
| JANE CONWAY | BOARD MEMBER Trustee or director | 1 | $0 |
| JESSICA FERNANDEZ | BOARD MEMBER Trustee or director | 1 | $0 |
21 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ED NINI | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JIM COVE | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOHN JACKSON | BOARD MEMBER Trustee or director | 1 | $0 |
| ROCCO BENEDETTO | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOHN PAHMEIER | BOARD MEMBER Trustee or director | 1 | $0 |
| KEITH BERNARD | BOARD MEMBER Trustee or director | 1 | $0 |
| KEITHA KINNE | BOARD MEMBER Trustee or director | 1 | $0 |
| LESLIE CHECKMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK LIDSTONE | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL CORRAO | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL REESE | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE TWOHIG | BOARD MEMBER Trustee or director | 1 | $0 |
| PAUL UHLMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| KIMBERLY ROY | BOARD MEMBER Trustee or director | 1 | $0 |
| SHERRY O'CONNOR | BOARD MEMBER Trustee or director | 1 | $0 |
| TARA GIULIANO | BOARD MEMBER Trustee or director | 1 | $0 |
| TERESA NILSEN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| TROY BEAVER | VICE - PRESIDENT Trustee or director, Officer | 1 | $0 |
| VICKI LESTER | BOARD MEMBER Trustee or director | 1 | $0 |
| TOM MORELLI | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVE FORD | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 37 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEX GARDNER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| AMY GREELEY | BOARD MEMBER Trustee or director | 1 | $0 |
| ANNE KVANBECK | BOARD MEMBER Trustee or director | 1 | $0 |
| ANNIE BROWN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| CHRIS FANKHAUSER | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRIS O'CONNOR | BOARD MEMBER Trustee or director | 1 | $0 |
| DIANA DOWNEY | BOARD MEMBER Trustee or director | 1 | $0 |
| DONALD SANYA | BOARD MEMBER Trustee or director | 1 | $0 |
| DUSIN MCCARTY | BOARD MEMBER Trustee or director | 1 | $0 |
| ERIK SCHNEBERGER | BOARD MEMBER Trustee or director | 1 | $0 |
| FRANK PRIVITERA | BOARD MEMBER Trustee or director | 1 | $0 |
| HOLLY SCHOENFELDT | BOARD MEMBER Trustee or director | 1 | $0 |
| MILISA HUTCHINSON | BOARD MEMBER Trustee or director | 1 | $0 |
| JANE CONWAY | BOARD MEMBER Trustee or director | 1 | $0 |
| JESSICA FERNANDEZ | BOARD MEMBER Trustee or director | 1 | $0 |
| ED NINI | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JIM COVE | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOHN JACKSON | BOARD MEMBER Trustee or director | 1 | $0 |
| ROCCO BENEDETTO | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOHN PAHMEIER | BOARD MEMBER Trustee or director | 1 | $0 |
| KATIE COWLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| KEITH BERNARD | BOARD MEMBER Trustee or director | 1 | $0 |
| KEITHA KINNE | BOARD MEMBER Trustee or director | 1 | $0 |
| LESLIE CHECKMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK LIDSTONE | BOARD MEMBER Trustee or director | 1 | $0 |
| STEPHEN ZACK | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL CORRAO | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL REESE | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE TWOHIG | BOARD MEMBER Trustee or director | 1 | $0 |
| PAUL UHLMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| KIMBERLY ROY | BOARD MEMBER Trustee or director | 1 | $0 |
| SHERRY O'CONNOR | BOARD MEMBER Trustee or director | 1 | $0 |
| TARA GIULIANO | BOARD MEMBER Trustee or director | 1 | $0 |
| TERESA NILSEN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| TROY BEAVER | VICE - PRESIDENT Trustee or director, Officer | 1 | $0 |
| VICKI LESTER | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDRE ARNOTT | BOARD MEMBER Officer | 24 | $0 |
990 for the year ended December 31, 2023: 39 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEX GARDNER | BOARD MEMBER Trustee or director | 1 | $0 |
| AMY GREELEY | BOARD MEMBER Trustee or director | 1 | $0 |
| ANNE KVANBECK | BOARD MEMBER Trustee or director | 1 | $0 |
| ANNIE BROWN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| CHARLES MELANIE | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRIS FANKHAUSER | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRIS O'CONNOR | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVE MASTER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DIANA DOWNEY | BOARD MEMBER Trustee or director | 1 | $0 |
| DONALD SANYA | BOARD MEMBER Trustee or director | 1 | $0 |
| ERIC BERGESON | PRESIDENT Trustee or director | 1 | $0 |
| ERIK SCHNEBERGER | BOARD MEMBER Trustee or director | 1 | $0 |
| FRANK PRIVITERA | BOARD MEMBER Trustee or director | 1 | $0 |
| HOLLY SCHOENFELDT | BOARD MEMBER Trustee or director | 1 | $0 |
| JACLYN HURST | BOARD MEMBER Trustee or director | 1 | $0 |
| JANE CONWAY | BOARD MEMBER Trustee or director | 1 | $0 |
| JESSICA FERNANDEZ | BOARD MEMBER Trustee or director | 1 | $0 |
| JILL BROWN | SECRETARY/TREASURER Trustee or director | 1 | $0 |
| JIM COVE | VICE PRESIDENT Trustee or director | 1 | $0 |
| JOHN JACKSON | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN MCDONOUGH | EXECUTIVE COMMITTEE CHAIR Trustee or director | 1 | $0 |
| JOHN PAHMEIER | BOARD MEMBER Trustee or director | 1 | $0 |
| KATIE COWLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| KEITH BERNARD | BOARD MEMBER Trustee or director | 1 | $0 |
| KEITHA KINNE | BOARD MEMBER Trustee or director | 1 | $0 |
| LESLIE CHECKMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK LIDSTONE | BOARD MEMBER Trustee or director | 1 | $0 |
| MATTHEW BRENNER | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL CORRAO | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL REESE | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE TWOHIG | BOARD MEMBER Trustee or director | 1 | $0 |
| PAUL UHLMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| RONICE BARLOW | BOARD MEMBER Trustee or director | 1 | $0 |
| SHERRY O'CONNOR | BOARD MEMBER Trustee or director | 1 | $0 |
| TARA GIULIANO | BOARD MEMBER Trustee or director | 1 | $0 |
| TERESA NILSEN | PRESIDENT Trustee or director | 1 | $0 |
| TROY BEAVER | VICE - PRESIDENT Trustee or director | 1 | $0 |
| VICKI LESTER | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDRE ARNOTT | PRESIDENT Officer | 24 | $0 |
Address and contacts
- Address (IRS master file)
- 200 HIGHLAND AVE STE 403, NEEDHAM, MA 02494-3035
- In care of
- % BRIAN M SMITH
- Principal officer (990 for 2025)
- KIMBER LINTZ, 200 HIGHLAND AVE 403, NEEDHAM, MA 02494
- Signed the 990
- KIMBER LINTZ, EXECUTIVE DIRECTOR
- Phone
- (816) 510-9534
- Website
- WWW.IMEALLIANCE.COM
- Return prepared by
- UHY ADVISORS MIDWEST INC
Mission
SEE SCHEDULE O
Program accomplishments
- PROVIDED A FORUM FOR MEMBERS TO CONFER AND CONSULT; PROVIDED COLLECTIVE PUBLIC RELATIONS ON BEHALF OF THE MEMBERS; DEVELOPED AND MADE AVAILABLE EDUCATIONAL MATERIALS TO THE PUBLIC RELATED TO MUTUAL FUNDS AND THEIR BENEFITS.Expenses $917,492 · revenue $1,300,187
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 | 990 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
- 43-1578348
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,102,152
- Income (IRS master file)
- $1,321,804
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,321,804 | $917,492 | $1,102,152 | XML |
| 990 | December 2024 | $936,525 | $568,984 | $696,707 | IRS |
| 990 | December 2023 | $808,783 | $701,739 | $346,126 | XML |
| 990 | December 2022 | $890,651 | $857,173 | $369,513 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 43-1578348).
Questions about INVESTMENT MANAGEMENT EDUCATION ALLIANCE
- What is the EIN of INVESTMENT MANAGEMENT EDUCATION ALLIANCE?
- The employer identification number (EIN) of INVESTMENT MANAGEMENT EDUCATION ALLIANCE is 43-1578348.
- Is INVESTMENT MANAGEMENT EDUCATION ALLIANCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1991.
- Are donations to INVESTMENT MANAGEMENT EDUCATION ALLIANCE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INVESTMENT MANAGEMENT EDUCATION ALLIANCE 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 INVESTMENT MANAGEMENT EDUCATION ALLIANCE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INVESTMENT MANAGEMENT EDUCATION ALLIANCE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of INVESTMENT MANAGEMENT EDUCATION ALLIANCE?
- The 990 for the year ended December 31, 2025 names KIMBER LINTZ.
- Who are the officers and directors of INVESTMENT MANAGEMENT EDUCATION ALLIANCE?
- The 990 for the year ended December 31, 2025 lists 36 people; 0 received compensation from the organization.
- How much revenue does INVESTMENT MANAGEMENT EDUCATION ALLIANCE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,321,804, expenses of $917,492 and total assets of $1,102,152 at year end.
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