2016-05-05T15:40:44-05:00 2015-06-30 221478099 COHNREZNICK LLP 4 BECKER FARM ROAD ROSELAND NJ 07068 990 2014-07-01 223323222 IMA RESEARCH FOUNDATION INC IMAR 2015739000 10 PARAGON DRIVE MONTVALE NJ 07645 DOREEN REMMEN CFO 2015739000 2016-05-05 1 THOMAS LANNING P00851654 9732283500 2014 2016-08-17 19:52:53Z WILLIAM KNESE 10 PARAGON DRIVE MONTVALE NJ 07645 213826 0 X N/A X 1994 NJ TO DEVELOP AND DISSEMINATE TIMELY MANAGEMENT ACCOUNTING AND FINANCIAL MANAGEMENT RESEARCH FINDINGS THAT CAN BE APPLIED TO CURRENT AND EMERGING BUSINESS ISSUES. 6 4 0 36 0 0 3120 210679 0 0 131 0 0 3147 3251 213826 92635 84483 0 0 0 0 0 0 0 3279 1809 95914 86292 -92663 127534 240541 210186 255139 97250 -14598 112936 TO DEVELOP AND DISSEMINATE TIMELY MANAGEMENT ACCOUNTING AND FINANCIAL MANAGEMENT RESEARCH FINDINGS THAT CAN BE APPLIED TO CURRENT AND EMERGING BUSINESS ISSUES. 0 0 86292 84483 9404 THE IMA RESEARCH FOUNDATION EXISTS TO ADMINISTER THE RESEARCH PROGRAM OF THE CONTROLLING ORGANIZATION (INSTITUTE OF MANAGEMENT ACCOUNTANTS, INC.), RESULTING IN PUBLISHED STUDIES AND EDUCATIONAL ARTICLES. IN FISCAL YEAR 2015, 23 GRANTEES WERE AWARDED RESEARCH GRANTS, AND 2 STUDIES AND ARTICLES WERE PUBLISHED. 86292 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X DOREEN REMMEN 2015739000 10 PARAGON DRIVE MONTVALE NJ 07645 BENJAMIN MULLING CMA CPA CITP TRUSTEE 1.00 11.00 X 0 1000 0 BRUCE R NEUMANN PHD TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY THOMSON CMA CAE SECRETARY/TREASURER 0.50 40.50 X X 0 485417 20494 JOSEPH A VINCENT CMA PRESIDENT 1.00 7.00 X X 0 250 0 RAEF LAWSON COMMITTEE STAFF LIAISON 0.50 40.00 X 0 215693 44647 WILLIAM KNESE CMA CFM CPA TRUSTEE 5.00 7.00 X 0 0 0 DOREEN REMMEN CMA CAE CFO (IMA SVP AND CFO) 0.50 41.00 X 0 227461 34391 0 929821 99532 0 0 1 0 0 200000 10679 210679 3147 3147 213826 0 0 3147 26700 26700 47290 47290 10493 10493 1809 1809 86292 86292 0 0 240541 210186 240541 210186 255139 97250 255139 97250 X -14598 112936 -14598 112936 240541 210186 127534 0 X X 0 1 X 1 0 X 1125 241175 1716 3120 201275 448411 1125 241175 1716 3120 201275 448411 190946 257465 494 287 232 131 3147 4291 452702 9404 0.56870 0.99400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATES 97250 97250 X PART X, LINE 2: UNDER ASC720, "INCOME TAXES", AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS, AND, ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. IMA AND AFFILIATES HAVE FILED IRS FORM 990 TAX RETURNS UP TO AND INCLUDING FISCAL YEAR 2014, AS REQUIRED, AND ALL OTHER APPLICABLE RETURNS IN JURISDICTIONS WHERE THEY ARE REQUIRED. FOR THE YEAR ENDED JUNE 30, 2015 THERE WAS NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE COMBINED STATEMENT OF ACTIVITIES. 1 EUROPE (MCLUDMG ICELAND AND GREENLAND) 0 0 GRANTMAKMG RESEARCH GRANTS 10493 0 0 0 0 0 0 10493 0 10493 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATIONAL 6912 1 0 0 0 0 0 0 PART I, LINE 2: GRANTS ARE FOR CLEARLY DEFINED RESEARCH PROJECTS IN MANAGEMENT ACCOUNTING AND RELATED FIELDS, AND ARE LIMITED TO DOCTORAL STUDENTS AND RESEARCHERS DOCTORAL STUDENTS MUST PROVIDE FACULTY ADVISOR SUPPORT FOR PROJECT RESEARCHERS MUST BE FULL-TIME COLLEGE/UNIVERSITY FACULTY OR INDUSTRY PRACTITIONERS WITH APPROPRIATE RESEARCH EXPERIENCE, CREDENTIALS AND/OR CERTIFICATIONS RESEARCH PROJECT PROPOSALS INCLUDE A TIMELINE AND PROGRESS REPORT(S), AND DELIVERABLES INCLUDE REPORT, PUBLICATION AND/OR PRESENTATION GEARED TOWARDS FINANCIAL PROFESSIONALS. 1 NC STATE UNIVERSITY 120 HOSPITAL AVE STE 1 LENOIR NC 28645 561393660 11200 RESEARCH GRANT SAINT XAVIER UNIVERSITY 3700 W 103RD ST CHICAGO IL 60655 362177133 5500 RESEARCH GRANT 2 RESEARCH GRANTS 15 47290 PART I, LINE 2: GRANTS ARE FOR CLEARLY DEFIND RESEARCH PROJECTS IN MANAGEMENT ACCOUNTING AND RELATED FIELDS, AND ARE LIMITED TO DOCTORAL STUDENTS AND RESEARCHERS. DOCTORAL STUDENTS MUST PROVIDE FACULTY ADVISOR SUPPORT FOR PROJECT. RESEARCHERS MUST BE FULL-TIME COLLEGE/UNIVERSITY FACULTY OR INDUSTRY PRACTITIONERS WITH APPROPRIATE RESEARCH EXPERIENCE, CREDENTIALS AND/OR CERTIFICATIONS. RESEARCH PROJECT PROPOSALS INCLUDE A TIMELINE AND PROGRESS REPORT(S), AND DELIVERABLES INCLUDE REPORT, PUBLICATION AND/OR PRESENTATION GEARED TOWARDS FINANCIAL PROFESSIONALS. 0 0 0 0 0 0 0 0 0 JEFFREY THOMSON CMA CAE SECRETARY/TREASURER 0 395517 0 88094 0 1806 0 17452 0 3042 0 505911 0 0 RAEF LAWSON COMMITTEE STAFF LIAISON 0 177076 0 36105 0 2512 0 8852 0 35795 0 260340 0 0 DOREEN REMMEN CMA CAE CFO (IMA SVP AND CFO) 0 187304 0 38427 0 1730 0 9251 0 25140 0 261852 0 0 PART I, LINE 3 THE CEO AND CFO OF THE CONTROLLING AFFILIATE (INSTITUTE OF MANAGEMENT ACCOUNTANTS, INC) ARE OFFICERS (SECRETARY AND TREASURER) OF THE ENTITY COMPENSATION OF OFFICERS AND KEY EMPLOYEES, IF ANY, ARE REVIEWED AND APPROVED BY INDEPENDENT MEMBERS OF THE CONTROLLING AFFILIATE'S BOARD ANNUALLY AFTER REVIEW OF COMPARABLE DATA AND DELIBERATION MEETINGS ARE CONTEMPORANEOUSLY RECORDED. FORM 990, PART VI, SECTION B, LINE 11 COPY OF THE RETURN IS PROVIDED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES, IF ANY, REVIEW AND SIGN A CONFLICT OF INTEREST STATEMENT AND DISCLOSURE IN ACCORDANCE WITH THE POLICIES AND PROCEDURES OF CONTROLLING AFFILIATE (INSTITUTE OF MANAGEMENT ACCOUNTANTS, INC.) CEO AND BOARD CHAIR OF ETHICS COMMITTEE OF CONTROLLING AFFILIATE 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 CONTROLLING AFFILIATE'S CODE OF ETHICS POLICY INCLUDE DISCIPLINARY ACTION UP TO AND INCLUDING EXPULSION. FORM 990, PART VI, SECTION B, LINE 15 THE CEO AND CFO OF THE CONTROLLING AFFILIATE (INSTITUTE OF MANAGEMENT ACCOUNTANTS INC) ARE OFFICERS (SECRETARY AND TREASURER) OF THE ENTITY COMPENSATION OF OFFICERS AND KEY EMPLOYEES, IF ANY, ARE REVIEWED AND APPROVED BY INDEPENDENT MEMBERS OF THE CONTROLLING AFFILIATE'S BOARD ANNUALLY AFTER REVIEW OF COMPARABLE DATA AND DELIBERATION MEETINGS ARE CONTEMPORANEOUSLY RECORDED. THE ORGANIZATION DOES NOT COMPENSATE ANY OTHER OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY OF CONTROLLING AFFILIATE (INSTITUTE OF MANAGEMENT ACCOUNTANTS, INC), AND ENTITY'S GOVERNING DOCUMENTS AND FORM 1023 ARE AVAILABLE ON THE CONTROLLING AFFILIATE'S WEBSITE. THE ENTITY'S FORM 990 IS AVAILABLE ON GUIDESTAR WEBSITE AND UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 12C THE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANT INSTITUTE OF MANAGEMENT ACCOUNTANTS INC 10 PARAGON DRIVE MONTVALE NJ 07645 222659674 EDUCATIONAL PRODUCTS AND SERVICES IN MANAGEMENT ACCOUNTING AND RELATED FIELD NJ 501(C)3 LINE 9 NONE 0 INSTITUTE OF CERTIFIED MANAGEMENT ACCOUNTANTS INC 10 PARAGON DRIVE MONTVALE NJ 07645 222679694 DEVELOP ADMINSTER AND PROMOTE CERTIFICATION FOR MANAGEMENT ACCOUNTANTS NJ 501(C)6 INSTITUTE OF MANAGEMENT ACCOUNTANTS INC 0 INSTITUTE OF MANAGEMENT ACCOUNTANTS MEMORIAL EDUCATION FUND INC 10 PARAGON DRIVE MONTVALE NJ 07645 222673344 ACCEPT BEQUESTS AND GIFTS AND MAKE GRANTS TO SUPPORT EDUCATIONAL PROGRAMS IN NJ 501(C)3 LINE 11A, I INSTITUTE OF MANAGEMENT ACCOUNTANTS INC 0 IMA SERVICES INC 10 PARAGON DRIVE MONTVALE NJ 07645 271144394 PROMOTION OF EDUCATIONAL SERVICES IN ACCOUNTING NJ N/A 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 INSTITUTE OF CERTIFIED MANAGEMENT ACCOUNTANTS INC E 2565465 FMV