Nonprofit · EIN 84-1009166
INVESTMENT MANAGEMENT CONSULTANTS ASSN INC
Tax-exempt · GREENWOOD VLG, CO 80111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $18,663,032 | $19,089,886 | -$426,854 | $29,745,295 | $13,687,879 | $16,057,416 |
| December 31, 2023 | 990 | $16,645,103 | $18,723,040 | -$2,077,937 | $29,801,201 | $13,922,313 | $15,878,888 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $17,074,628
- Investment income
- $1,588,404
- Net gain from sales of assets
- $886,478
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $100,000
- Compensation of officers, directors and key employees
- $1,735,103
- Other salaries and wages
- $4,026,894
- Salaries, compensation and benefits (total)
- $6,863,878
- Professional fundraising fees
- $0
- Legal fees
- $73,127
- Accounting fees
- $63,870
- Occupancy
- $434,931
- Travel
- $238,418
- Depreciation
- $571,450
Balance sheet and other
- Total assets, start of year
- $29,801,201
- Total assets, end of year
- $29,745,295
- Total liabilities, end of year
- $13,687,879
- Net assets, end of year
- $16,057,416
- Land, buildings and equipment
- $286,864
- Publicly traded securities
- $20,036,898
- Net assets without donor restrictions
- $16,057,416
- Gross unrelated business income
- $10,800
- Gross receipts
- $31,865,750
- Employees
- 54
- Volunteers
- 225
- Year formed
- 1985
- State of legal domicile
- CO
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 | Other / benefits |
|---|---|---|---|---|
| SEAN WALTERS | CEO Officer | 40 | $562,077 | $146,070 |
| ANGELA LUTTERMAN | CFO/COO Officer | 40 | $267,697 | $55,996 |
| ROSS RISKIN | CLO Key employee | 40 | $240,984 | $50,717 |
| JOHN WHITHAM | COO Key employee | 40 | $203,174 | $29,822 |
| APRIL FERRELL | DIR. OF SALES & EXEC. DIR. FDTN Highest-paid employee | 40 | $203,130 | $29,722 |
| ROBERT FRANKEL | DIR. OF CERTIF. & GEN. COUNSEL Highest-paid employee | 40 | $154,319 | $42,749 |
| SANDRA GARCIA | CFO Key employee | 40 | $162,425 | $21,795 |
| MICHAEL KURZ | DIRECTOR CERTIFICATION PROGRAMS Highest-paid employee | 40 | $148,434 | $14,771 |
| COURTNEY SCHUBERT | DIR. MARKETING & MEMBERSHIP Highest-paid employee | 40 | $144,339 | $18,413 |
| HANNAH WALDEN | DIRECTOR EDUCATION OPERATION Highest-paid employee | 40 | $136,721 | $24,166 |
| CHRISTINE GAZE | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LIBET ANDERSON | VICE CHAIR, STANDARDS Trustee or director, Officer | 1 | $0 | $0 |
| LAURIS LAMBERGS | VICE CHAIR, FINANCE Trustee or director, Officer | 1 | $0 | $0 |
| NOEL PACARRO BROWN | VICE CHAIR, PROF. DEVELOPMENT Trustee or director, Officer | 1 | $0 | $0 |
| DOROTHY BOSSUNG | PAST-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MOE ALLAIN | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS BIDWELL | DIRECTOR Trustee or director | 1 | $0 |
| ANUJ GUPTA | DIRECTOR Trustee or director | 1 | $0 |
| DOUG HANSON | DIRECTOR Trustee or director | 1 | $0 |
| DESIREE MALDONADO | DIRECTOR Trustee or director | 1 | $0 |
| ROGER MUSSA | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM WALDERT | DIRECTOR Trustee or director | 1 | $0 |
| HATEM ZARROUK | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SEAN WALTERS | CEO/EXECUTIVE DIRECTOR Officer | 40 | $550,000 | $135,157 |
| ANGELA LUTTERMAN | CFO Officer | 40 | $326,769 | $56,567 |
| TIMOTHY WHITING | CHIEF REVENUE OFFICER Key employee | 40 | $292,995 | $54,100 |
| ROSS RISKIN | CHIEF LEARNING OFFICER Key employee | 40 | $257,295 | $47,121 |
| JOHN WHITHAM | COO Key employee | 40 | $173,000 | $32,795 |
| ROBERT FRANKEL | GENERAL COUNSEL Highest-paid employee | 40 | $154,123 | $40,639 |
| LARA DAVIES | DIRECTOR OF SALES OPERATIONS Highest-paid employee | 40 | $162,336 | $25,538 |
| MICHAEL MASTEY | DIRECTOR OF SALES Highest-paid employee | 40 | $164,448 | $17,993 |
| MICHAEL KURZ | DIRECTOR OF PROGRAMS Highest-paid employee | 40 | $158,108 | $16,864 |
| ALLISON EDMONDSON | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $145,600 | $24,123 |
| DESIREE MALDONADO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LIBET ANDERSON | VICE CHAIR, FINANCE Trustee or director, Officer | 1 | $0 | $0 |
| TODD WAGENBERG | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DEIDRE WALTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN KONISH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTINE GAZE | VICE CHAIR, PROFESSIONAL DEVELOPMENT Trustee or director, Officer | 1 | $0 | $0 |
| HATEM ZARROUK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NOEL PACARRO BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SCOTT WELCH | VICE CHAIR, STANDARDS Trustee or director, Officer | 1 | $0 | $0 |
| LAURIS LAMBERGS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOUG HANSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOROTHY BOSSUNG | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CHRIS BIDWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5619 DTC PKWY STE 600, GREENWOOD VLG, CO 80111-3044
- Principal officer (990 for 2024)
- SEAN WALTERS, 5619 DTC PARKWAY 600, GREENWOOD VILLAGE, CO 80111
- Signed the 990
- SEAN WALTERS, CEO
- Phone
- (303) 770-3377
- Website
- WWW.INVESTMENTSANDWEALTH.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO DELIVER THE PREMIER INVESTMENT CONSULTING AND WEALTH MANAGEMENT CREDENTIALS AND WORLD CLASS EDUCATIONAL OFFERINGS.
Program accomplishments
- CERTIFICATION - ADMINISTRATION OF THE ORGANIZATION'S INITIAL CERTIFICATION AND RECERTIFICATION PROGRAMS FOR THE CERTIFIED INVESTMENT MANAGEMENT ANALYST, THE CERTIFIED PRIVATE WEALTH ADVISOR AND THE RETIREMENT MANAGEMENT ADVISOR DESIGNATION.
- PROFESSIONAL DEVELOPMENT - ADMINISTRATION OF MEETINGS AND CONFERENCES THAT PROVIDE CONTINUING EDUCATION RELATED TO THE INVESTMENT MANAGEMENT PROFESSION FOR THE ORGANIZATION'S MEMBERS AND THE GENERAL PUBLIC.
- MEMBERSHIP - ADMINISTRATION OF THE ORGANIZATION'S MEMBER BENEFIT PROGRAMS WHICH INCLUDE COMMUNICATIONS AND PUBLICATIONS THAT SUPPORT THE INVESTMENT MANAGEMENT PROFESSION.
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
- 84-1009166
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $29,745,295
- Income (IRS master file)
- $31,865,750
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $18,663,032 | $19,089,886 | $29,745,295 | XML |
| 990 | December 2023 | $16,645,103 | $18,723,040 | $29,801,201 | XML |
| 990 | December 2022 | $14,047,577 | $15,675,976 | $29,295,721 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 84-1009166).
Questions about INVESTMENT MANAGEMENT CONSULTANTS ASSN INC
- What is the EIN of INVESTMENT MANAGEMENT CONSULTANTS ASSN INC?
- The employer identification number (EIN) of INVESTMENT MANAGEMENT CONSULTANTS ASSN INC is 84-1009166.
- Is INVESTMENT MANAGEMENT CONSULTANTS ASSN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1986.
- Are donations to INVESTMENT MANAGEMENT CONSULTANTS ASSN INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INVESTMENT MANAGEMENT CONSULTANTS ASSN 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 INVESTMENT MANAGEMENT CONSULTANTS ASSN 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 INVESTMENT MANAGEMENT CONSULTANTS ASSN 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 INVESTMENT MANAGEMENT CONSULTANTS ASSN INC?
- The 990 for the year ended December 31, 2024 names SEAN WALTERS.
- Who are the officers and directors of INVESTMENT MANAGEMENT CONSULTANTS ASSN INC?
- The 990 for the year ended December 31, 2024 lists 23 people; 10 received compensation from the organization, the highest $562,077 (SEAN WALTERS, CEO).
- How much revenue does INVESTMENT MANAGEMENT CONSULTANTS ASSN INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $18,663,032, expenses of $19,089,886 and total assets of $29,745,295 at year end.
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