2012-03-16T15:42:49-07:00 2011-06-30 990 2010-07-01 222679694 INSTITUTE OF CERTIFIED MGT ACCOUNTANTS INC INST 2015739000 10 Paragon Drive Montvale NJ 07645 Doreen Remmen 2015739000 2012-03-16 2010 2016-02-24 21:20:13Z Dennis Whitney 10 Paragon Drive Montvale NJ 07645 8761576 0 X http://www.imanet.org/certification.asp X 1985 NJ To develop, administer, and promote certification designed to validate mastery of the relevant body of knowledge and practical skills by management accounting and finance professionals. 5 4 0 4 0 0 0 0 7347690 6819897 450157 256050 0 2472 7797847 7078419 3187 0 0 0 1563869 1797586 0 0 0 4496011 4837392 6063067 6634978 1734780 443441 5358576 5991221 1012653 681766 4345923 5309455 To develop, administer, and promote certification designed to validate mastery of the relevant body of knowledge and practical skills by management accounting and finance professionals 0 0 0 0 6819897 The Institute of Certified Management Accountants, Inc. exists to develop and administer the examinations for the Certified Management Accountant (CMA) and Certified in Financial Management (CFM) designations. (85,500 registrants since inception). 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X X X Institute of Management Accountants Inc Doreen Remmen CFO and VP of Operations 2015739000 10 Paragon Drive Montvale NJ 07645 Dr Sandra Richtermeyer CMA CPA 1.00 X X 0 0 0 Dennis Whitney CMA 40 X X 0 179188 22166 John Brausch CMA CFM CPA 1.00 X X 0 0 0 Dr Brian Mc Guire CMA CPA CBM CITP 1.00 X 0 0 0 Joseph A Vincent CMA 5.00 X 0 0 0 0 179188 22166 0 0 1 0 Prometric Inc PO Box 223608 Pittsburgh PA 152512608 Testing Services 2448412 1 0 0 0 0 0 0 0 0 Certification Exam Program 611710 6819897 6819897 0 0 0 0 0 0 6819897 132975 0 0 132975 0 0 0 0 0 0 0 0 0 0 1806232 0 1683157 0 123075 0 123075 0 0 123075 0 2472 0 0 2472 2472 7078419 6819897 0 258522 0 0 0 0 188900 0 1221307 52116 186268 148995 82811 16348 0 0 27538 3053822 705014 215732 88225 98432 77440 0 2901 977 148513 29700 Credit Card Fees 224056 Education and Training 11753 Membership Dues 7950 Miscellaneous 46180 0 6634978 0 0 0 -73609 352596 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 51382 51382 0 0 0 0 0 0 0 5432185 5638625 5358576 5991221 1012653 681766 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1012653 681766 X 4345923 5309455 0 0 0 0 4345923 5309455 5358576 5991221 X 443441 520091 X 0 1 1 X 0 Due from affiliates 5638625 5638625 0 0 7078419 6634978 443441 520091 0 0 0 0 520091 963532 7570972 520091 0 0 0 520091 7050881 27538 0 27538 7078419 6607440 0 0 0 0 0 6607440 27538 0 27538 6634978 SchD_P10_S00_L02 Schedule D, Part X, Line 2 In addition, IMA has not taken an uncertain tax position that would require provision of a liability under ASC 740, "Income Taxes". East Asia and the Pacific 0 0 Program Services CMA exam administration 320989 0 0 320989 0 0 0 0 0 0 X X 1 1 X X X X X X 0 0 0 Dennis Whitney CMA 148588 0 30600 0 0 0 0 0 22166 0 201354 0 188071 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a In regard to first class or charter travel, controlling affiliate's (Institute of Management Accountants, Inc) travel policy states: Airline travel for itineraries of less than six hours will be booked in coach class. Business class travel may be authorized by the President when the total elapsed time is six hours or more. In regards to companion travel, the policy states: When the presence of the Chair's spouse at an IMA function is deemed appropriate, with proper approval by the Governance Committee, the spouse's expense will be reimbursed upon request. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 The Sr. V.P. is an officer of the entity. Compensation of officers, other than the CEO, and key employees, if any, are reviewed and approved by controlling affiliate's (Institute of Management Accountants, Inc.) CEO, Board Chair, Chair-Elect and Chair-Emeritus, and the entity's Board after review of comparable data and deliberation. Meetings are contemporaneously recorded. F990_P06_S0B_L11a Form 990, Part VI, Section B, Line 11a Audit Sub-Committee of Performance Oversight & Audit Committee of controlling affiliate (Institute of Management Accountants, Inc) is responsible for review/approval of Form 990 before it is filed. Meetings are contemporaneously recorded. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Board members review and sign a conflict of interest statement and disclosure in accordance with policies and procedures of controlling affiliate (Institute of Management Accountants, Inc). CEO and Board Chair of Ethics Committee of controlling affiliate will follow-up disclosed items. Members are periodically reminded to disclose conflicts of interest on any matter addressed by the Board. Controlling affiliate's conflict of interest compliance measures under the Code of Ethics Policy include disciplinary action up to and including expulsion. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Sr. V.P. is an officer of the entity. Compensation of officers, other than the CEO, and key employees, if any, are reviewed and approved by controlling affiliate's (Institute of Management Accountants, Inc.) CEO, Board Chair, Chair-Elect and Chair-Emeritus, and the entity's Board after review of comparable data and deliberation. Meetings are contemporaneously recorded. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Consolidated audit report, conflict of interest policy of controlling affiliate (Institute of Management Accountants, Inc) and entity's governing documents, Form and Form 1024 are available on controlling affiliate's website. F990_P11_S00_L05 Form 990, Part XI, Line 5 $520,091 in other changes to net assets is share of unrealized gains in investments held by controlling affiliate. Institute of Management Accountants Inc 10 Paragon Drive Montvale NJ 07645 222659674 Accounting Education and Membership Support NJ 501(c)3 9 N/A Institute of Management Accountants Memorial Education Fund Inc 10 Paragon Drive Montvale NJ 07645 222673344 Accounting Research, scholarship and education NJ 501(c)3 11 N/A IMA Foundation for Applied Research Inc 10 Paragon Drive Montvale NJ 07645 223323222 Accounting Research NJ 501(c)3 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Institute of Management Accountants Inc m 1606858 Proportional allocation of shared program and administrative support costs. Institute of Management Accountants Inc n 1016921 Proportional allocation of shared program and administrative support costs.