{"success":true,"data":{"_id":222659674,"filings":[{"Organization":{"value":null,"Person":["MICHAEL DEPRISCO","RICHARD T BRADY CMA CGFM","GWEN VAN BERNE CMA","AHMED HASSAN CMA","ALI FATIH DALKILICCMACSCACIA","BERNICE JENKINS CMA CPA","BRAD LEDFORD CMA CPA","BRIGITTE DE GRAAF CMA","CHARLES R WRIGHTCMACGMACPA","DANA C RIESSCMACFMCPACPIM","DEBORAH C MICHALOWSKI CPA","DEREK ALAN FUZZELLCMACSCACPA","DR DI WU CMA CPA","DR RINKU BHATTACHARYA CMACPA","DR ROOPA VENKATESH CMA","ERIC L LENARD CMA CFM","FATEMA ELZAHRAA EL WAKEEL CMA","FEMKE AARTS CMA CFE","GERALD T RATIGANJRCMACSCA","HESSEL H F BROUWER CMA","YASMIN M EL GIBALY CMA","JAVVADI H RAO CMA CFM CIA","JAYWARDHAN SEMWAL CMA","JOSCEL BARRIO DELOS CIELOS CMA CSCA","LAURIE A BERGMAN CMA CPA","MICHAEL J PHILLIPS CMA CFM","PAMELA R HOGANSCMACSCA CPA","PATTI A HUMBLE CMA CFM CPA","PETER J DOLANCMACFMCSCACPA","QINGHUA LIU","QING ZHU CMA CSCA","SRIKRISHNA MANKAL CMA","SUNIL S DESHMUKH CMA CBM","TONY SHEUNG FAI KAM CMA","YI ZHANG CMA","ZHANGUANG DI CMA","RUSS PORTER CMA CFM CSCA","CHRISTINE MILLAWAY CPA","ELLEN GUREVICH CAE","PATRICIA STEFANCZYK CAE","JACKIE OPPENHEIM","MIAOMIAO TIAN","LISA BEAUDOIN","JEFFREY THOMSON CMA CSCA CAE"],"Title":["PRESIDENT & CEO","CHAIR","CHAIR EMERITUS","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","SR VICE PRESIDENT & CFO (THRU 08/23)","SVP & CFO (BEG 11/23 - SEE SCH O)","VICE PRESIDENT","VICE PRESIDENT","VICE PRESIDENT","SR DIRECTOR (THRU 02/24)","SR DIRECTOR (THRU 02/24)","FORMER PRESIDENT & CEO"],"Hours":[39.0,6.0,4.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,4.0,4.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,4.0,2.0,2.0,2.0,4.0,2.0,4.0,2.0,38.5,38.5,20.0,20.0,20.0,20.0,20.0,39.0],"Total Compensation":[562596,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,307301,143969,296581,257096,246087,208958,203225,615375],"Direct compensation":[543750,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,290248,143969,277252,240921,228700,199236,193199,566123],"Other compensation":[18846,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,17053,0,19329,16175,17387,9722,10026,49252]},"Basic":{"value":null,"mission":"To provide a forum for research, practice development, education, knowledge (continued in sch o)sharing and the advocacy of the highest ethical and best business practices in management acct & finance.","year":2023,"name":"INSTITUTE OF MANAGEMENT ACCOUNTANTS INC","phone":2075739000,"website":"WWW.IMANET.ORG","type":"990","affiliation":null,"foreign_countries":["Australia","China","Hong Kong","Indonesia","Japan","Macau","Malaysia","Marshall Islands","Micronesia","Mongolia","Nauru","New Zealand","Niue","North Korea","Palau","Papua New Guinea","Philippines","Samoa","Solomon Islands","South Korea","Taiwan","Tonga","Tuvalu","Vanuatu"],"principal_officer":"MICHAEL DEPRISCO","year_formation":1919,"state_legal_domicile":"NJ","total_volunteers":2700,"tax_period_begin":"2023-07-01T00:00:00","tax_period_end":"2024-06-30T00:00:00","address":"10 PARAGON DRIVE, MONTVALE, NJ, 7645, USA","city":"MONTVALE","state":"NJ","country":"USA","zip_code":7645},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":36,"Number of independent voting members":35,"Number of employees total":116,"Total Gross UBI":31901,"Net unrelated business taxable income":0,"Number of employees":116,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":20410946,"Contributions":{"value":127748,"Other contributions":127748,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":18545265,"Total revenue":{"value":18545265,"MEMBERSHIP DUES":16019068,"CONFERENCES":1972611,"EDUCATION PROGRAMS":520851,"SUBSCRIPTIONS":32735},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1152618,"Investment income total":389512,"Net investment gain":763106,"Income from invest bond proceeds":0},"Other revenues":{"value":585315,"Other total":116348,"Royalties revenue":468967,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":19704264,"Grant expense":{"value":225432,"Grants to domestic orgs":139858,"Grants to domestic individuals":10500,"Grants and similar":0,"Foreign grants":75074},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":17481315,"Current officers":1382693,"Disqualified persons":0,"Other salaries and wages":12274526,"Pension plan contributions":581452,"Other employee benefits":2545579,"Payroll taxes":697065},"Other expenses":{"value":1997517,"Management services":0,"Legal":520747,"Accounting":56601,"Lobbying services":0,"Investment management fees":20316,"Other services":3040968,"Advertising":4387018,"Office expenses":1492471,"Information technology":1420606,"Royalties":0,"Occupancy":1195391,"Travel":510857,"Conferences and meetings":1827956,"Interest":152999,"Payments to affiliates":-198094,"Depreciation and depletion":1320204,"Insurance":349619,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2181151,"TAXES & OTHER EXPENSES":1566933,"MEMBERSHIP DUES":300868,"COMMISSION":169486,"EDUCATION & TRAINING":143864},"All other expenses":-16281293},"Functional Expenses":{"value":null,"Program Service Expenses":15152881,"Management And General Expenses":4551383,"Fundraising Expenses":0}},"Assets":{"value":46318464,"Non-interest bearing cash":2304971,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":255093,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":465177,"Land, building, equipment":4785031,"Investments publicly traded":21080878,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":17427314},"Liabilities":{"value":37995934,"Sum of Total Liabilities":0,"Accounts payable, accrued":8716468,"Grants payable":0,"Deferred, revenue":10317275,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":18962191},"Fund balance":{"value":8322530,"Net assets without donor restriction":8322530,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7690153258198327,"percentile":0.5910521376265779},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.034622697056765524,"percentile":0.4892168409631036},"Liabilities to Assets Ratio":{"score":0.8203193871023011,"percentile":0.07618483431738368},"Operating Reserve Ratio":{"score":2.350682268568874,"percentile":0.6567275480123413},"Officer Compensation Ratio":{"score":0.14419153133555254,"percentile":0.42589596233932603},"Program Expense Growth":{"score":0.05431347461649248,"percentile":0.5472390340710933},"Revenue Growth":{"score":0.02872770503186337,"percentile":0.5084590594624467},"Asset Growth":{"score":0.06612601868740588,"percentile":0.5849476299242997},"Independent Voting Board Pct":{"score":0.9722222222222222,"percentile":0.2764995479703251},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5256543953364504,"percentile":0.3885814346621049}},"source_xml":"202511089349300101_public.xml"},{"Organization":{"value":null,"Person":["Virginia R White CMA","Christian Cuzick CMA","Alex Eng CMA CFM CPA","Marc P Palker CMA RTRP","Jeffrey Thomson CMA CSCA CAE","Rosemary Amato CMA CPA CISA","Lisa M Book CMA CFM","Richard T Brady CMA CGFM","Joshua S Atlas CMA CFM CFE","Susan E Bos CMA CPA CFE","Christina Brown CMA","Lisa R Cashel CMA CSCA","Derek Fuzzell CMA CSCA CPA","Dr Paul E Juras CMA CPA","Anthony Caspio CMA","Ashley B Gibson CMA CPA","Rodney W Koch CMA CCP PMP","Jong-Moon Choi CMA CPA","James C Horsch CMA CFM CAE","Olga Kovnatska CMA","David P Dimare CMA CPA","Lara Jarvis CMA CSCA","A J Kreimer CPA","Fatema Elzahraa El Wakeel CMA","V Marcine Johnson CPA","Gaby A Lahoud CMA CFA PMP","Brad Ledford CMA CPA","J Stephen McNally CMA CPA","Leroy E Pennock CMA","John Mairena CMA","Jennifer A Mercer CMA","Balaji RangaswamyCMAACMACA","Gopinath R R Mallipatna Cma","Kristina L Merrill CMA CPA","Rachel M Saunders CMA","Robert H Mars CMA","Brad J Monterio","Tanya D Shell CMA CPA","Nancy C McCleary CPA","Anthony P Pencek CPA","Tashee N Singleton","David W Skora CMA CFM","Lydia M Washington CPA CGMA","XiaoXiao Zhu CMA","Patrick J Stroh CMA","James A Williams CPA","Dr Ted J Takamura CPA CFE","Dr Di Wu CMA CPA","Rick S Thompson CMA CFM CPA CIA","Ye Yang CMA","Timothy P Trout","Hussain M Zainal CMA CSCA","Doreen Remmen CMA CSCA CAE","Deborah Warner","Raef Lawson","Padraig Hare","Patricia Stefanczyk","Ellen Gurevich"],"Title":["Chair","Chair Elect","Chair Emeritus","Former Chair Emeritus","President & CEO","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Sr Vice President & CFO","Vice President","Vice President","Vice President","Vice President","Vice President"],"Hours":[5.0,5.0,5.0,3.0,40.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,807158,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,358957,296224,290321,267407,242446,284568],"Direct compensation":[0,0,0,0,785582,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,326802,274549,259444,259921,202111,237455],"Other compensation":[0,0,0,0,21576,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,32155,21675,30877,7486,40335,47113]},"Basic":{"value":null,"mission":"To provide a forum for research, practice development, education, knowledge sharing and the advocacy of the high -est ethical and best business practices in management acct&finance.","year":2018,"name":"Institute of Management Accountants Inc","phone":2015739000,"website":"www.imanet.org","type":"990","affiliation":null,"foreign_countries":["Albania","Algeria","Andorra","Australia","Austria","Azerbaijan","Bahrain","Belarus","Belgium","Bosnia and Herzegovina","Bulgaria","China","Croatia","Cyprus","Czechia","Denmark","Egypt","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Guernsey","Hong Kong","Hungary","Iceland","Indonesia","Iran","Iraq","Ireland","Isle of Man","Israel","Italy","Japan","Jersey","Jordan","Kosovo","Kuwait","Latvia","Lebanon","Libya","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Malta","Marshall Islands","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Morocco","Nauru","Netherlands","New Zealand","Niue","North Korea","North Macedonia","Norway","Oman","Palau","Papua New Guinea","Philippines","Poland","Portugal","Qatar","Romania","Russia","Samoa","San Marino","Saudi Arabia","Serbia","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Sudan","Svalbard and Jan Mayen","Sweden","Switzerland","Syria","Taiwan","Tonga","Tunisia","Turkey","Tuvalu","Ukraine","United Arab Emirates","United Kingdom","Uzbekistan","Vanuatu","Vatican City","Western Sahara","Yemen","Åland Islands"],"principal_officer":"Jeffrey Thomson CEO","year_formation":1919,"state_legal_domicile":"NJ","total_volunteers":1800,"tax_period_begin":"2018-07-01T00:00:00","tax_period_end":"2019-06-30T00:00:00","address":"10 Paragon Dr, Montvale, NJ, 7645, USA","city":"Montvale","state":"NJ","country":"USA","zip_code":7645},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":52,"Number of independent voting members":51,"Number of employees total":128,"Total Gross UBI":178525,"Net unrelated business taxable income":-94755,"Number of employees":128,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":22603144,"Contributions":{"value":143188,"Other contributions":19601,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":123587},"Program revenue":{"value":20819491,"Total revenue":{"value":20819491,"MEMBERSHIP DUES":15698560,"EDUCATION PROGRAMS":2700475,"CONFERENCES":2008516,"SUBSCRIPTIONS":411940},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":719078,"Investment income total":616907,"Net investment gain":102171,"Income from invest bond proceeds":0},"Other revenues":{"value":921387,"Other total":156029,"Royalties revenue":681031,"Net rental income":84327,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":20656796,"Grant expense":{"value":235113,"Grants to domestic orgs":125388,"Grants to domestic individuals":109725,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":16917321,"Current officers":1764103,"Disqualified persons":0,"Other salaries and wages":12210476,"Pension plan contributions":505024,"Other employee benefits":1580828,"Payroll taxes":856890},"Other expenses":{"value":3504362,"Management services":0,"Legal":829221,"Accounting":74180,"Lobbying services":0,"Investment management fees":17545,"Other services":0,"Advertising":5251239,"Office expenses":2175654,"Information technology":723861,"Royalties":0,"Occupancy":406124,"Travel":1354502,"Conferences and meetings":2328432,"Interest":0,"Payments to affiliates":504397,"Depreciation and depletion":673976,"Insurance":194231,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2618107,"CONSULTANT&CONTRACT SERVICES":1601296,"COMMISSION":603293,"MEMBERSHIP DUES":331184,"OTHER FEE":82334},"All other expenses":-13647107},"Functional Expenses":{"value":null,"Program Service Expenses":14972562,"Management And General Expenses":5684234,"Fundraising Expenses":0}},"Assets":{"value":62832710,"Non-interest bearing cash":27630870,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":828550,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":794630,"Land, building, equipment":3218311,"Investments publicly traded":19460610,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":10899739},"Liabilities":{"value":48969231,"Sum of Total Liabilities":0,"Accounts payable, accrued":9154921,"Grants payable":0,"Deferred, revenue":9549114,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":30265196},"Fund balance":{"value":13863479,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":13863479,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7248249922204779,"percentile":0.5532912279571105},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.08610961377762315,"percentile":0.5984872864110328},"Liabilities to Assets Ratio":{"score":0.7793588880696057,"percentile":0.08179314294703827},"Operating Reserve Ratio":{"score":3.0417451961088253,"percentile":0.7153273504883233},"Officer Compensation Ratio":{"score":0.12330474677679927,"percentile":0.4805071629613386},"Program Expense Growth":{"score":0.06777111343314395,"percentile":0.5924725000235647},"Revenue Growth":{"score":0.06877362115952118,"percentile":0.6773507629517581},"Asset Growth":{"score":0.21195154314547343,"percentile":0.8586727082642359},"Independent Voting Board Pct":{"score":0.9807692307692307,"percentile":0.2781359617986702},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5753508294982037,"percentile":0.5327507912893872}},"source_xml":"202011899349301586_public.xml"},{"Organization":{"value":null,"Person":["JEFFREY THOMSON CMA CSCA CAE","DR PAUL JURAS CMA CPA","J STEPHEN MCNALLY CMA CPA","CHRISTIAN CUZIK CMA","VIRGINIA D WHITE CMA","ALAN J KREIMER CPA","AMANDA J BERNARD CMACPACFE","ANTHONY N CASPIO CMA","ASHLEY B GIBSON CMACSCACPA","ATUL KUMAR AGARWAL CMA FCMA","BERNICE JENKINS CMA CPA","BHAVESH SHAH CMA","BRAD J MONTERIO","BRIGITTE DE GRAAF CMA","CATHERINE B LONG CMA","CHARLES R WRIGHT CMACGMACPA","DANA C RIESS CMACFMCPACPIMC","DEREK ALAN FUZZELLCMACSCACPA","DR AMMR KURDI CMA","DR DI WU CMA CPA","DR PENNY S WELLER CMA","DR RINKU BHATTACHARYA CMACPA","DR ROOPA VENKATESH CMA","ESTEBAN J QUIROS CMA","FATEMA ELZAHRAA EL WAKEEL CMA","GOPINATH R R MALLIPATNA CMA","GWEN VAN BERNE CMA","HIMANSHU RAI CMA","JAYWARDHAN SEMWAL CMA","JENNIFER A MERCER CMA","JOSHUA S ATLAS CMA CFM CFE","KARMIN BAILEY CMA","KAY LAP CALEB YAN CMA","LAURIE A BERGMAN CMA CPA","LISA M BOOK CMA CFM CSCA","LIV A WATSON","MANDORIA JOHNSTON CMA CPA","MARIA D D ALONSO SANCHEZ CMA","MARYVALERIE REEVES CMACPACGMACIA","NANCY A ZAWORSKI CMA","NATALIA N MASLOVACMACTPPMP","OLGA KONATSKA CMA","PETER J DOLANCMACFMCSCACPA","PING LU CMA ACCA","QING ZHU CMA CSCA","RICHARD T BRADY CMA CGFM","RICK S THOMPSON CMA CFM CPA","RODNEY W KOCHCMACSCAPMPCCP","SETHA MENON CMA","SUSAN J BOSCH CMA","TANYA D SHELL CMA CSCA CPA","YI ZHANG CMA","ZENICHIRO ISHIBASHI CMA CFM","DOREEN REMMEN CMA CSCA CAE","DEBORAH WARNER CAE CPLP","RAEF LAWSON","PADRAIG HARE CAE CGEIT","ELLEN GUREVICH CAE","PATRICIA STEFANCZYK CAE"],"Title":["PRESIDENT & CEO","CHAIR","CHAIR ELECT","CHAIR EMERITUS","FORMER CHAIR EMERITUS","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","SR VICE PRESIDENT & CFO","VICE PRESIDENT","VICE PRESIDENT","VICE PRESIDENT","VICE PRESIDENT","VICE PRESIDENT"],"Hours":[39.0,7.0,7.0,4.0,3.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,38.5,20.0,19.5,20.0,20.0,20.0],"Total Compensation":[707401,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,342891,258232,253604,236522,227927,217991],"Direct compensation":[685834,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,325338,242322,234972,224869,210859,201476],"Other compensation":[21567,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,17553,15910,18632,11653,17068,16515]},"Basic":{"value":null,"mission":"To provide a forum for research, practice development, education, knowledge (continued in sch o) sharing and the advocacy of the highest ethical and best business practices in management acct & finance.","year":2020,"name":"INSTITUTE OF MANAGEMENT ACCOUNTANTS INC","phone":2015739000,"website":"WWW.IMANET.ORG","type":"990","affiliation":null,"foreign_countries":["Australia","China","Hong Kong","Indonesia","Japan","Macau","Malaysia","Marshall Islands","Micronesia","Mongolia","Nauru","New Zealand","Niue","North Korea","Palau","Papua New Guinea","Philippines","Samoa","Solomon Islands","South Korea","Taiwan","Tonga","Tuvalu","Vanuatu"],"principal_officer":"JEFFREY THOMSON","year_formation":1919,"state_legal_domicile":"NJ","total_volunteers":2200,"tax_period_begin":"2020-07-01T00:00:00","tax_period_end":"2021-06-30T00:00:00","address":"10 PARAGON DRIVE, MONTVALE, NJ, 7645, USA","city":"MONTVALE","state":"NJ","country":"USA","zip_code":7645},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":54,"Number of independent voting members":53,"Number of employees total":114,"Total Gross UBI":160500,"Net unrelated business taxable income":0,"Number of employees":114,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":24203073,"Contributions":{"value":2060938,"Other contributions":132938,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":1928000,"Related organizations":0},"Program revenue":{"value":20049235,"Total revenue":{"value":20049235,"MEMBERSHIP DUES":17154568,"EDUCATION PROGRAMS":1548407,"CONFERENCES":1109145,"SUBSCRIPTIONS":237115},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1007126,"Investment income total":497773,"Net investment gain":509353,"Income from invest bond proceeds":0},"Other revenues":{"value":1085774,"Other total":346325,"Royalties revenue":703869,"Net rental income":35580,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":23273516,"Grant expense":{"value":161837,"Grants to domestic orgs":134341,"Grants to domestic individuals":16650,"Grants and similar":0,"Foreign grants":10846},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":19383103,"Current officers":1707251,"Disqualified persons":0,"Other salaries and wages":14269967,"Pension plan contributions":556977,"Other employee benefits":1915536,"Payroll taxes":933372},"Other expenses":{"value":3728576,"Management services":0,"Legal":776112,"Accounting":101162,"Lobbying services":0,"Investment management fees":23389,"Other services":0,"Advertising":7457687,"Office expenses":1899667,"Information technology":907186,"Royalties":0,"Occupancy":615911,"Travel":58714,"Conferences and meetings":721111,"Interest":0,"Payments to affiliates":331408,"Depreciation and depletion":540234,"Insurance":304323,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":3741745,"CONSULTANT&CONTRACT SVC":1779606,"TAXES & OTHER EXPENSES":1063827,"COMMISSION":581854,"EDUCATION & TRAINING":316458},"All other expenses":-13750073},"Functional Expenses":{"value":null,"Program Service Expenses":17705320,"Management And General Expenses":5568196,"Fundraising Expenses":0}},"Assets":{"value":73087120,"Non-interest bearing cash":9701980,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":186915,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1548954,"Land, building, equipment":3835658,"Investments publicly traded":41069059,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":16744554},"Liabilities":{"value":54022807,"Sum of Total Liabilities":0,"Accounts payable, accrued":7901016,"Grants payable":0,"Deferred, revenue":9884997,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":36236794},"Fund balance":{"value":19064313,"Net assets without donor restriction":19064313,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7607496864676571,"percentile":0.5831168988101472},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.03840656928151231,"percentile":0.49830506540166986},"Liabilities to Assets Ratio":{"score":0.7391563246711595,"percentile":0.08769129988053743},"Operating Reserve Ratio":{"score":3.140355758880609,"percentile":0.7219888853837279},"Officer Compensation Ratio":{"score":0.09644301273602149,"percentile":0.563954820084716},"Program Expense Growth":{"score":0.07783921521908863,"percentile":0.6217950970050583},"Revenue Growth":{"score":0.06187440167907482,"percentile":0.6530361988783967},"Asset Growth":{"score":0.16231813761177047,"percentile":0.8005958797553119},"Independent Voting Board Pct":{"score":0.9814814814814815,"percentile":0.2782245020637787},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5701496105813821,"percentile":0.5172777765223184}},"source_xml":"202220429349301427_public.xml"},{"Organization":{"value":null,"Person":["William Knese CMA CFM CPA","Joseph Vincent CMA","John Macaulay CMA","Dr Brian McGuire CMA CPA CBM CITP","Jeffrey Thomson CMA","Dr Vimal Kumar Aggarwal CMA FICWA","Irvin Andre Alexander III CMA CFM","Solaimana A Altwaijri CMA CFM CPA","Martha L Alle CPA","Pat Basile CMA","Susan Bos CMA","Kristine Brands CMA CPA","Beverley A Brooks CPA","Gary Brown CMA CPA","Anthony Caspio CMA","Robert J Coke","Dana J Collins CPA","Christian Cuzick CMA","Karen M Dallmann","David P Dimare CMA CPA","Loutfi Echhade CMA CFM CPA","Cary Efaw CMA CFM CPA","Harlan J Fuller CMA CFM CPA","Benjamin M Jackson MBA","Dr Paul E Juras CMA CPA","Jane E Karli CMA","Leonard T Long CMA CFM","Larissa V Lowe CMA","Larry L Loyed CMA","Athba S Majeed","Dr David F McCormick CMA CPA","Christopher Mishler CMA CIA","Brad J Monterio","Mark Morgan","Benjamin Mulling CMA VPA CITP","Paul Myers","Marc P Palker CMA","Dr Jenice J Prather-Kinsey CPA","Prof Jun Pu CMA CFM","James C Smith CPA","Kathryn A Smith","Pemberton Smith CMA CFM CDFM","Antoinette Spina CPA","Patrick J Stroh CMA","Uzaldin J Tabra CMA PMP CHFP","Frank D Teets CMA CPA","Rick Thompson CMA CFM CPA CIA CTP","Timothy P Trout","Virginia R White MBA MSSF BB MBB","R Michael Williams CMA CPA","Zhiying Zou","Billie L Drake","John C Arme CPA","Donald W Baker CMA CPA","John Brausch CMA CFM CPA","William L Brower Jr CMA CFM","Dr R Lee Brummet CPA","Dr Keith Bryant Jr CMA","Margaret D Butler CMA CPA","Earnest A Huband CMA CFM CPA CBA","William J Ihlanfeldt CPA","C S Bud Kulesza CMA CFM","Robert W Liptak CPA","Leo M Loiselle CPA","Frank C Minter CPA","Thomas M O'Toole CPA","John B Pollara CMA","Pam Prinz Stewart","Stanley R Pylipow","Clair M Raubenstine CMA CFM CPA","Dr Sandra B Richtermeyer CMA CPA","Emil Scharff CPA","Frederick E Schea CMA CFM CPA","Dr Carl S Smith CMA CFM CPA","Charles T Smith Jr CPA","Louis Vlasho CMA","Hon Kim R Wallin CMA CFM CPA","Capt Larry R White RET CMA CFM CPA","Doreen Remmen CMA","Deborah Warner","Steven Weiss","Raef Lawson","Padraig Hare","Kathy Williams"],"Title":["Chair","Chair Elect","Chair Emeritus","Former Chair Emeritus","President and CEO","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","SVP and CFO","Vice President","Sr Vice President","Vice President","Vice President","Vice President"],"Hours":[5.0,5.0,5.0,3.0,40.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,468293,0,0,0,1000,1000,1000,1500,750,750,0,0,1000,0,1000,1000,0,0,0,0,1000,750,0,0,1000,0,1000,0,1000,750,1000,0,1000,0,0,750,0,1000,1000,0,0,0,0,750,750,0,0,0,0,0,0,0,0,0,0,0,0,1000,0,0,0,0,750,0,0,1250,0,0,1000,1000,0,0,750,1500,255391,228225,235175,242297,216237,195803],"Direct compensation":[0,0,0,0,455051,0,0,0,1000,1000,1000,1500,750,750,0,0,1000,0,1000,1000,0,0,0,0,1000,750,0,0,1000,0,1000,0,1000,750,1000,0,1000,0,0,750,0,1000,1000,0,0,0,0,750,750,0,0,0,0,0,0,0,0,0,0,0,0,1000,0,0,0,0,750,0,0,1250,0,0,1000,1000,0,0,750,1500,221305,200042,210581,199813,183780,163040],"Other compensation":[0,0,0,0,13242,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,34086,28183,24594,42484,32457,32763]},"Basic":{"value":null,"mission":"To provide a forum for research, practice development, education, knowledge sharing, and the advocacy of the highest ethical and best business practices in management accounting and finance.","year":2013,"name":"INSTITUTE OF MANAGEMENT ACCOUNTANTS INC","phone":2015739000,"website":"www.imanet.org","type":"990","affiliation":null,"foreign_countries":["Albania","Algeria","Andorra","Australia","Austria","Azerbaijan","Bahrain","Belarus","Belgium","Bosnia and Herzegovina","Bulgaria","China","Croatia","Cyprus","Czechia","Denmark","Egypt","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Guernsey","Hong Kong","Hungary","Iceland","Indonesia","Iran","Iraq","Ireland","Isle of Man","Israel","Italy","Japan","Jersey","Jordan","Kosovo","Kuwait","Latvia","Lebanon","Libya","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Malta","Marshall Islands","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Morocco","Nauru","Netherlands","New Zealand","Niue","North Korea","North Macedonia","Norway","Oman","Palau","Papua New Guinea","Philippines","Poland","Portugal","Qatar","Romania","Russia","Samoa","San Marino","Saudi Arabia","Serbia","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Sudan","Svalbard and Jan Mayen","Sweden","Switzerland","Syria","Taiwan","Tonga","Tunisia","Turkey","Tuvalu","Ukraine","United Arab Emirates","United Kingdom","Uzbekistan","Vanuatu","Vatican City","Western Sahara","Yemen","Åland Islands"],"principal_officer":"Jeffrey Thomson CEO","year_formation":1919,"state_legal_domicile":"NJ","total_volunteers":100,"tax_period_begin":"2013-07-01T00:00:00","tax_period_end":"2014-06-30T00:00:00","address":"10 Paragon Drive, Montvale, NJ, 7645, USA","city":"Montvale","state":"NJ","country":"USA","zip_code":7645},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":53,"Number of independent voting members":52,"Number of employees total":85,"Total Gross UBI":225249,"Net unrelated business taxable income":0,"Number of employees":85,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":15166574,"Contributions":{"value":331429,"Other contributions":31429,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":300000},"Program revenue":{"value":14075086,"Total revenue":{"value":14075086,"Membership dues and fees":9805629,"Affinity program royalties and interest groups":770165,"Advertising and sales of publications":714090,"Education programs":1746584,"Conferences":1038618},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":657041,"Investment income total":209737,"Net investment gain":447304,"Income from invest bond proceeds":0},"Other revenues":{"value":103018,"Other total":1148,"Royalties revenue":0,"Net rental income":101870,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":15154121,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":6280137,"Current officers":681982,"Disqualified persons":0,"Other salaries and wages":4456750,"Pension plan contributions":157362,"Other employee benefits":663769,"Payroll taxes":320274},"Other expenses":{"value":8873984,"Management services":0,"Legal":125931,"Accounting":58662,"Lobbying services":0,"Investment management fees":51575,"Other services":2322196,"Advertising":1313407,"Office expenses":855061,"Information technology":215517,"Royalties":0,"Occupancy":385013,"Travel":454903,"Conferences and meetings":1287204,"Interest":501,"Payments to affiliates":454956,"Depreciation and depletion":528765,"Insurance":83574,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":385805,"Credit card fees":248570,"Education and training":48015,"Membership dues":89220},"All other expenses":350914},"Functional Expenses":{"value":null,"Program Service Expenses":10812802,"Management And General Expenses":4341319,"Fundraising Expenses":0}},"Assets":{"value":23424238,"Non-interest bearing cash":5306997,"Savings and temp cash investments":635604,"Pledges and grants receivable":0,"Accounts receivable":717357,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":429186,"Land, building, equipment":2662002,"Investments publicly traded":13272605,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":400487},"Liabilities":{"value":17612404,"Sum of Total Liabilities":0,"Accounts payable, accrued":4253887,"Grants payable":0,"Deferred, revenue":5779072,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":7579445},"Fund balance":{"value":5811834,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":5811834,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7135222161681302,"percentile":0.54555577485439},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.0008210819397973465,"percentile":0.39737060443530137},"Liabilities to Assets Ratio":{"score":0.751888022995668,"percentile":0.08576805908562794},"Operating Reserve Ratio":{"score":1.5457338634157667,"percentile":0.5467244135765731},"Officer Compensation Ratio":{"score":0.12336056970905802,"percentile":0.4803484364461475},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.9811320754716981,"percentile":0.2781837102987823},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4792678202316789,"percentile":0.27265511461822023}},"source_xml":"201520309349301657_public.xml"},{"Organization":{"value":null,"Person":["A J Kreimer CPA","Alex Eng CMA CFM CPA","Angela Norkiewicz PMP","Anjum Israr CGMA CPA","Anne Leighty","Anthony Caspio CMA","Anthony P Pencek CPA","Athba S Majeed Al-Samari","Benjamin Mulling CMA VPA CITP","Benjamin M Jackson MBA","Brad J Monterio","Brian C Neale CMA CPA","Carlos M Chavez","Christian Cuzick CMA","Cristal L Breitbeil CMA CIA","David P Dimare CMA CPA","David W Skora CMA CFM","Dr David F McCormick CMA CPA CFE","Dr Samuel C Weaver CMA CFM","Dr Solaiman Al-Twaijri CMA CFM CPA","Elliott B Kammeyer CMA CPA","Frank Homburger CPA","Harry W Zike CMA CITP CPA","J Stephen McNally CMA CPA","James C Smith CPA","James R Walker Jr","James Williams CPA","Jane E Karli CMA","Janet Henry CMA","Jeffrey Thomson CMA CAE","Jennifer A Mercer CMA","Joseph Vincent CMA","Jun Pu CMA CFM","Katie M Aton-Jackson CMA CPA","Kristina L Merrill CMA CPA","Leroy E Pennock CMA","Loutfi Echhade CMA CFM CPA","Marc P Palker CMA MBA RTRP","Martha L Alle CPA","Nancy A Zaworski CMA","Nancy C McCleary CPA","Pallavi Bhavin Parekh CMA","Patrick J Stroh CMA","R Michael Williams CMA CPA","Rick S Thompson CMA CFM CPA CIA CTP","Robert J Laux CMA CPA","Rodney W Koch CMA CCP PMP","Rosemary Amato CMA CPA CISA","Sheryl D Elliott","Tashee N Singleton","V marcine johnson cpa","Virginia White MBA MSSF BB Mbb","XiaoXiao Zhu CMA","Doreen Remmen CMA","Deborah Warner","Ellen Gurevich","Kathy Williams","Padraig Hare","Raef Lawson"],"Title":["Director","Chair Elect","Director","Director","Director","Director","Director","Director","Chair Emeritus","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","President & CEO","Director","Former Chair Emeritus","Director","Director","Director","Director","Director","Chair","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","director","Director","Director","Sr Vice President & CFO","Vice President","Vice president","Vice President","Vice President","Vice President"],"Hours":[2.0,5.0,2.0,2.0,2.0,2.0,2.0,2.0,5.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,40.0,2.0,3.0,2.0,2.0,2.0,2.0,2.0,5.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,1050,0,0,0,1050,1050,0,0,1050,0,0,1050,0,0,650,0,650,0,0,0,1050,1450,650,1450,1450,1050,1050,650,600736,1050,0,0,0,0,0,0,0,1450,1050,1050,0,1050,650,0,0,0,0,800,1050,0,1450,1050,293294,241636,229670,209113,228867,258534],"Direct compensation":[0,1050,0,0,0,1050,1050,0,0,1050,0,0,1050,0,0,650,0,650,0,0,0,1050,1450,650,1450,1450,1050,1050,650,585430,1050,0,0,0,0,0,0,0,1450,1050,1050,0,1050,650,0,0,0,0,800,1050,0,1450,1050,261075,221558,184858,175619,221993,228671],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,15306,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,32219,20078,44812,33494,6874,29863]},"Basic":{"value":null,"mission":"To provide a forum for research, practice development, education, knowledge sharing, and the advocacy of the highest ethical and best business practices in management accounting and finance.","year":2016,"name":"INSTITUTE OF MANAGEMENT ACCOUNTANTS INC","phone":2015739000,"website":"www.imanet.org","type":"990","affiliation":null,"foreign_countries":["Albania","Algeria","Andorra","Australia","Austria","Azerbaijan","Bahrain","Belarus","Belgium","Bosnia and Herzegovina","Bulgaria","China","Croatia","Cyprus","Czechia","Denmark","Egypt","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Guernsey","Hong Kong","Hungary","Iceland","Indonesia","Iran","Iraq","Ireland","Isle of Man","Israel","Italy","Japan","Jersey","Jordan","Kosovo","Kuwait","Latvia","Lebanon","Libya","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Malta","Marshall Islands","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Morocco","Nauru","Netherlands","New Zealand","Niue","North Korea","North Macedonia","Norway","Oman","Palau","Papua New Guinea","Philippines","Poland","Portugal","Qatar","Romania","Russia","Samoa","San Marino","Saudi Arabia","Serbia","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Sudan","Svalbard and Jan Mayen","Sweden","Switzerland","Syria","Taiwan","Tonga","Tunisia","Turkey","Tuvalu","Ukraine","United Arab Emirates","United Kingdom","Uzbekistan","Vanuatu","Vatican City","Western Sahara","Yemen","Åland Islands"],"principal_officer":"jeffrey thomson ceo","year_formation":1919,"state_legal_domicile":"NJ","total_volunteers":81,"tax_period_begin":"2016-07-01T00:00:00","tax_period_end":"2017-06-30T00:00:00","address":"10 Paragon Dr, Montvale, NJ, 7645, USA","city":"Montvale","state":"NJ","country":"USA","zip_code":7645},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":53,"Number of independent voting members":52,"Number of employees total":105,"Total Gross UBI":142439,"Net unrelated business taxable income":-107055,"Number of employees":105,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":16541897,"Contributions":{"value":23393,"Other contributions":16530,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":6863},"Program revenue":{"value":14601853,"Total revenue":{"value":14601853,"Membership Dues":10651731,"education programs":1934667,"conferences":1626975,"Subscriptions":388480},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":590128,"Investment income total":310450,"Net investment gain":279678,"Income from invest bond proceeds":0},"Other revenues":{"value":1326523,"Other total":247510,"Royalties revenue":994686,"Net rental income":84327,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":15428480,"Grant expense":{"value":107892,"Grants to domestic orgs":6963,"Grants to domestic individuals":100929,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":12363107,"Current officers":954791,"Disqualified persons":0,"Other salaries and wages":9269685,"Pension plan contributions":402110,"Other employee benefits":1042953,"Payroll taxes":693568},"Other expenses":{"value":2957481,"Management services":0,"Legal":259265,"Accounting":96326,"Lobbying services":0,"Investment management fees":10370,"Other services":1096923,"Advertising":1375464,"Office expenses":1921525,"Information technology":500487,"Royalties":0,"Occupancy":417196,"Travel":884231,"Conferences and meetings":1569603,"Interest":0,"Payments to affiliates":515306,"Depreciation and depletion":337774,"Insurance":144903,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1161062,"commissions":434434,"education & training":298853,"membership dues":254717,"equipment rental":173058},"All other expenses":-7332954},"Functional Expenses":{"value":null,"Program Service Expenses":11944227,"Management And General Expenses":3484253,"Fundraising Expenses":0}},"Assets":{"value":41819962,"Non-interest bearing cash":7236538,"Savings and temp cash investments":102,"Pledges and grants receivable":0,"Accounts receivable":740845,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":484987,"Land, building, equipment":2918124,"Investments publicly traded":16617031,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":13822335},"Liabilities":{"value":27034839,"Sum of Total Liabilities":0,"Accounts payable, accrued":4121172,"Grants payable":0,"Deferred, revenue":6629733,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":16283934},"Fund balance":{"value":14785123,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":14785123,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7741674487700668,"percentile":0.5961208945244214},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.06730890659033846,"percentile":0.5618521203445345},"Liabilities to Assets Ratio":{"score":0.646457761008965,"percentile":0.10308439563248792},"Operating Reserve Ratio":{"score":2.7105691552246234,"percentile":0.6900366371283314},"Officer Compensation Ratio":{"score":0.13532441303355872,"percentile":0.4479149929159135},"Program Expense Growth":{"score":0.032429274615658366,"percentile":0.45942591308833497},"Revenue Growth":{"score":0.043556517619360864,"percentile":0.5784160649478379},"Asset Growth":{"score":0.1957584487037586,"percentile":0.8422539136324806},"Independent Voting Board Pct":{"score":0.9811320754716981,"percentile":0.2781837102987823},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5546236387486906,"percentile":0.47097852304513477}},"source_xml":"201811299349302266_public.xml"},{"Organization":{"value":null,"Person":["JEFFREY THOMSON CMA CSCA CAE","J STEPHEN MCNALLY CMA CPA","GWEN VAN BERNE CMA","DR PAUL JURAS CMA CPA","ALAN J KREIMER CPA","ANTHONY N CASPIO CMA","ATUL KUMAR AGARWAL CMA FCMA","BERNICE JENKINS CMA CPA","BRAD J MONTERIO","BRIGITTE DE GRAAF CMA","CATHERINE B LONG CMA","CHARLES R WRIGHT CMACGMACPA","DEREK ALAN FUZZELLCMACSCACPA","DR DI WU CMA CPA","DR RINKU BHATTACHARYA CMACPA","DR ROOPA VENKATESH CMA","FATEMA ELZAHRAA EL WAKEEL CMA","GOPINATH R R MALLIPATNA CMA","JANE E KARLI CMA","JAYWARDHAN SEMWAL CMA","KARMIN BAILEY CMA","KAY LAP CALEB YAN CMA","LAURIE A BERGMAN CMA CPA","MANDORIA JOHNSTON CMA CPA","MARIA D D ALONSO SANCHEZ CMA","MOHAMAD BACHAR SAIDI CMA ACMA INDI","NATALIA N MASLOVACMACTPPMP","PETER J DOLANCMACFMCSCACPA","PING LU CMA ACCA","QING ZHU CMA CSCA","RICHARD T BRADY CMA CGFM","RODNEY W KOCHCMACSCAPMPCCP","SRIKRISHNA MANKAL CMA","SUNIL S DESHMUKH CMA CBM","TONY SHEUNG FAI KAM CMA","YI ZHANG CMA","ZHANGUANG DI CMA","DOREEN REMMEN CMA CSCA CAE","RUSS PORTER CMA CFM CSCA","DEBORAH WARNER CAE CPLP","PADRAIG HARE CAE CGEIT","ELLEN GUREVICH CAE","PATRICIA STEFANCZYK CAE","RAEF LAWSON","LOREAL JILES"],"Title":["PRESIDENT & CEO","CHAIR","CHAIR ELECT","CHAIR EMERITUS","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR, NON-VOTING","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","SR VICE PRESIDENT & CFO (THRU 12/21)","SR VICE PRESIDENT & CFO (BEG 08/21)","VICE PRESIDENT (THRU 12/21)","VICE PRESIDENT","VICE PRESIDENT","VICE PRESIDENT","VICE PRESIDENT (THRU 08/21)","VICE PRESIDENT"],"Hours":[39.0,6.0,4.0,4.0,2.0,2.0,2.0,2.0,2.0,2.0,4.0,4.0,2.0,3.0,3.0,4.0,2.0,2.0,4.0,2.0,2.0,2.0,2.0,4.0,2.0,2.0,2.0,4.0,2.0,2.0,4.0,2.0,2.0,3.0,2.0,3.0,2.0,38.5,38.5,20.0,20.0,20.0,20.0,19.5,19.5],"Total Compensation":[763307,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,415945,143858,339503,295876,284925,275459,248933,210140],"Direct compensation":[741495,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,391066,141811,321351,282588,265946,258562,233187,194479],"Other compensation":[21812,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,24879,2047,18152,13288,18979,16897,15746,15661]},"Basic":{"value":null,"mission":"To provide a forum for research, practice development, education, knowledge (continued in sch o) sharing and the advocacy of the highest ethical and best business practices in management acct & finance.","year":2021,"name":"INSTITUTE OF MANAGEMENT ACCOUNTANTS INC","phone":2015739000,"website":"WWW.IMANET.ORG","type":"990","affiliation":null,"foreign_countries":["Australia","China","Hong Kong","Indonesia","Japan","Macau","Malaysia","Marshall Islands","Micronesia","Mongolia","Nauru","New Zealand","Niue","North Korea","Palau","Papua New Guinea","Philippines","Samoa","Solomon Islands","South Korea","Taiwan","Tonga","Tuvalu","Vanuatu"],"principal_officer":"JEFFREY THOMSON","year_formation":1919,"state_legal_domicile":"NJ","total_volunteers":2300,"tax_period_begin":"2021-07-01T00:00:00","tax_period_end":"2022-06-30T00:00:00","address":"10 PARAGON DRIVE, MONTVALE, NJ, 7645, USA","city":"MONTVALE","state":"NJ","country":"USA","zip_code":7645},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":36,"Number of independent voting members":35,"Number of employees total":129,"Total Gross UBI":169000,"Net unrelated business taxable income":0,"Number of employees":129,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":21584629,"Contributions":{"value":140194,"Other contributions":140194,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":19234952,"Total revenue":{"value":19234952,"MEMBERSHIP DUES":16762656,"CONFERENCES":1640550,"EDUCATION PROGRAMS":613556,"SUBSCRIPTIONS":218190},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1369738,"Investment income total":575282,"Net investment gain":794456,"Income from invest bond proceeds":0},"Other revenues":{"value":839745,"Other total":69746,"Royalties revenue":769999,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":27498065,"Grant expense":{"value":336319,"Grants to domestic orgs":142096,"Grants to domestic individuals":16500,"Grants and similar":0,"Foreign grants":177723},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":20172516,"Current officers":1620184,"Disqualified persons":0,"Other salaries and wages":14658439,"Pension plan contributions":636235,"Other employee benefits":2230680,"Payroll taxes":1026978},"Other expenses":{"value":6989230,"Management services":0,"Legal":226454,"Accounting":62362,"Lobbying services":0,"Investment management fees":24336,"Other services":0,"Advertising":7085753,"Office expenses":2064372,"Information technology":1039258,"Royalties":0,"Occupancy":1261728,"Travel":564970,"Conferences and meetings":1917797,"Interest":0,"Payments to affiliates":220546,"Depreciation and depletion":471579,"Insurance":327323,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":4468733,"CONSULTANT&CONTRACT SVC":2111731,"TAXES & OTHER EXPENSES":1130688,"COMMISSION":707755,"EDUCATION & TRAINING":518559},"All other expenses":-12745981},"Functional Expenses":{"value":null,"Program Service Expenses":20566404,"Management And General Expenses":6931661,"Fundraising Expenses":0}},"Assets":{"value":56534906,"Non-interest bearing cash":1410535,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":242855,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1786096,"Land, building, equipment":6485434,"Investments publicly traded":32721381,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":13888605},"Liabilities":{"value":47457118,"Sum of Total Liabilities":0,"Accounts payable, accrued":7958644,"Grants payable":0,"Deferred, revenue":10219177,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":29279297},"Fund balance":{"value":9077788,"Net assets without donor restriction":9077788,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7479218628656235,"percentile":0.5712336767821611},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.27396514436268515,"percentile":0.12122843169483881},"Liabilities to Assets Ratio":{"score":0.8394303866004482,"percentile":0.073638470879156},"Operating Reserve Ratio":{"score":2.0559594284179634,"percentile":0.6232769949996554},"Officer Compensation Ratio":{"score":0.10829656559470639,"percentile":0.525155222322125},"Program Expense Growth":{"score":0.08358612335649795,"percentile":0.6369424704863149},"Revenue Growth":{"score":0.048402990040897605,"percentile":0.5995734424532266},"Asset Growth":{"score":0.12341795928405538,"percentile":0.7350272384951667},"Independent Voting Board Pct":{"score":0.9722222222222222,"percentile":0.2764995479703251},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.488736301208204,"percentile":0.29462043207490307}},"source_xml":"202320819349300722_public.xml"},{"Organization":{"value":null,"Person":["Jeffrey ThomsonCMA CSCA CAE","Doreen Remmen CMA CSCA CAE","Raef Lawson","Deborah Warner","Ellen Gurevich","Kathy Williams","Padraig Hare","Virginia D White CMA","Christian Cuzick CMA","Alex Eng CMA CFM CPA","Lisa M Book CMA CFM csca","Richard T Brady CMA CGFM","Joshua S AtlasCMACFMCFE","Lisa R Cashel CMA CSCA","Derek Fuzzell CMA CSCA CPA","Dr Paul E Juras CMA CPA","Ashley B GibsonCMACSCACPA","Rodney WKochCMACSCACCPPMP","Jong-Moon Choi CMA CPA","James C Horsch CMA CFM CAE","Olga Kovnatska CMA","David P Dimare CMA CPA","Lara Jarvis CMA CSCA","ALAN J Kreimer CPA","V Marcine Johnson CPA","Gaby ALahoudCMACSCACFAPMP","Brad Ledford CMA CPA","J Stephen McNally CMA CPA","Leroy E Pennock CMA","John Mairena CMA","Jennifer A Mercer CMA","Gopinath R R Mallipatna Cma","Kristina LMerrillCMACSCACPA","Robert H Mars CMA","Brad J Monterio","Tanya DShellCMACSCACPA","Dr Di Wu CMA CPA","Rick SThompsonCMACFMCPACIACTP","Timothy P Trout","Hussain MZainalCMACSCACIACFE","Catherine B Long CMA","Charles R WrightCMACGMACPA","Dana CRiessCMACFMCPACPIMCSCP","DR Ammr K Kurdi","Dr Penny S Weller CMA","Dr Roopa venkatesh CMA","Esteban J Quiros CMA","Himanshu Rai CMA","John K Exline CMA CPA","Liv A Watson","Mark E Becker CMA","Nancy A Zaworski CMA","Susan J Bosch CMA","Zenichiro IshibashiCMACFMCSCACP","AMANDA J BERNARDCMACPACFE","FATEMA ELZAHRAA EL WAKEELCMA","GWEN VAN BERNE CMA","PATRICIA WWYNNCMACSCACPACGMA","BHAVESH SHAH CMA"],"Title":["President & CEO","Sr Vice President & CFO","Vice President","Vice President","Vice President","Vice President","Vice President","Chair EMERITUS","Chair","former Chair Emeritus","Director","Director","Director","Director","Director","chair elect","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","Director","director","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[40.0,40.0,40.0,40.0,40.0,40.0,40.0,5.0,5.0,3.0,2.0,2.0,2.0,2.0,2.0,5.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0],"Total Compensation":[834089,397873,313284,305284,292029,279581,275747,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[811932,363813,274018,282163,245985,240680,263294,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[22157,34060,39266,23121,46044,38901,12453,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To provide a forum for research, practice development, education, knowledge sharing and the advocacy of the high -est ethical and best business practices in management acct&finance.","year":2019,"name":"Institute of Management Accountants Inc","phone":2015739000,"website":"WWW.IMANET.ORG","type":"990","affiliation":null,"foreign_countries":["Afghanistan","Albania","Algeria","Andorra","Australia","Austria","Azerbaijan","Bahrain","Bangladesh","Belarus","Belgium","Bhutan","Bosnia and Herzegovina","Bulgaria","China","Croatia","Cyprus","Czechia","Denmark","Egypt","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Guernsey","Hong Kong","Hungary","Iceland","India","Indonesia","Iran","Iraq","Ireland","Isle of Man","Israel","Italy","Japan","Jersey","Jordan","Kosovo","Kuwait","Latvia","Lebanon","Libya","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Maldives","Malta","Marshall Islands","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Morocco","Nauru","Nepal","Netherlands","New Zealand","Niue","North Korea","North Macedonia","Norway","Oman","Pakistan","Palau","Papua New Guinea","Philippines","Poland","Portugal","Qatar","Romania","Russia","Samoa","San Marino","Saudi Arabia","Serbia","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Sri Lanka","Sudan","Svalbard and Jan Mayen","Sweden","Switzerland","Syria","Taiwan","Tonga","Tunisia","Turkey","Tuvalu","Ukraine","United Arab Emirates","United Kingdom","Uzbekistan","Vanuatu","Vatican City","Western Sahara","Yemen","Åland Islands"],"principal_officer":"JEFFREY THOMSON CEO","year_formation":1919,"state_legal_domicile":"NJ","total_volunteers":1567,"tax_period_begin":"2019-07-01T00:00:00","tax_period_end":"2020-06-30T00:00:00","address":"10 PARAGON DRIVE, MONTVALE, NJ, 7645, USA","city":"MONTVALE","state":"NJ","country":"USA","zip_code":7645},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":53,"Number of independent voting members":52,"Number of employees total":134,"Total Gross UBI":183000,"Net unrelated business taxable income":-74638,"Number of employees":134,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":22842202,"Contributions":{"value":138635,"Other contributions":24060,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":114575},"Program revenue":{"value":21029637,"Total revenue":{"value":21029637,"MEMBERSHIP DUES":17580880,"EDUCATION PROGRAMS":2420406,"CONFERENCES":761572,"SUBSCRIPTIONS":266779},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":769965,"Investment income total":654417,"Net investment gain":115548,"Income from invest bond proceeds":0},"Other revenues":{"value":903965,"Other total":126608,"Royalties revenue":693030,"Net rental income":84327,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":22436500,"Grant expense":{"value":211104,"Grants to domestic orgs":129625,"Grants to domestic individuals":81479,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":18124805,"Current officers":1861219,"Disqualified persons":0,"Other salaries and wages":12930339,"Pension plan contributions":612523,"Other employee benefits":1712543,"Payroll taxes":1008181},"Other expenses":{"value":4100591,"Management services":0,"Legal":1124432,"Accounting":61879,"Lobbying services":0,"Investment management fees":17713,"Other services":0,"Advertising":6348168,"Office expenses":1946178,"Information technology":706587,"Royalties":0,"Occupancy":410350,"Travel":1085321,"Conferences and meetings":947803,"Interest":0,"Payments to affiliates":544341,"Depreciation and depletion":581873,"Insurance":243769,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2716086,"CONSULTANT&CONTRACT SERVICES":1809567,"COMMMISSION":550280,"MEMBERSHIP DUES":332791,"OTHER FEES":23448},"All other expenses":-12633909},"Functional Expenses":{"value":null,"Program Service Expenses":16523291,"Management And General Expenses":5913209,"Fundraising Expenses":0}},"Assets":{"value":66070856,"Non-interest bearing cash":16698423,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":720197,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":791802,"Land, building, equipment":3271563,"Investments publicly traded":32736865,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":11852006},"Liabilities":{"value":51868569,"Sum of Total Liabilities":0,"Accounts payable, accrued":9198247,"Grants payable":0,"Deferred, revenue":9588558,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":33081764},"Fund balance":{"value":14202287,"Net assets without donor restriction":14202287,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7364469057116751,"percentile":0.561892284887983},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.017761072246887583,"percentile":0.44636851116610643},"Liabilities to Assets Ratio":{"score":0.7850446042351865,"percentile":0.08100471459262282},"Operating Reserve Ratio":{"score":2.944793350121454,"percentile":0.7083402465392373},"Officer Compensation Ratio":{"score":0.12024544826510374,"percentile":0.48919805015464846},"Program Expense Growth":{"score":0.07651580925093548,"percentile":0.6181104386371563},"Revenue Growth":{"score":0.0642471045684229,"percentile":0.6616138243168598},"Asset Growth":{"score":0.18248297398451574,"percentile":0.8270844086354623},"Independent Voting Board Pct":{"score":0.9811320754716981,"percentile":0.2781837102987823},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5521363649144329,"percentile":0.4636546840512017}},"source_xml":"202110899349301616_public.xml"},{"Organization":{"value":null,"Person":["ALEX C ENG CMA CFM CPA","AMBER J ARNHOLD CMA","ANTHONY N CASPIO CMA","ATHBA MAJEED","ATUL KUMAR AGARWAL CMA FCMA","BENJAMIN M JACKSON MBA","BENJAMIN MULLING CMA CPA CITP","BRAD J MONTERIO","C S BUD KULESZA CMA CFM","CAPT LARRY R WHITE RET CMA CFM CPA","CHARLES T SMITH JR CPA","CHRISTIAN CUZICK CMA","CHRISTOPHER MISCHLER CMA CIA CISA","CLAIR M RAUBENSTINE CMA CFM CPA","DAVID FRANK TEETS JR CMA CPA CGMA","DAVID P DIMARE CMA CPA","DONALD W BAKER CMA CPA","DR BRIAN MCGUIRE CMA CPA CBM CITP","DR CARL SMITH CMA CFM CPA","DR JENICE J PRATHER-KINSEY CPA","DR KEITH BRYANT JR CMA","DR KRISTINE M BRANDS CMA CPA","DR PAUL E JURAS CMA CPA","DR PENNY WELLER CMA","DR R LEE BRUMMET CPA","DR SAMUEL WEAVER CMA CFM","DR SANDRA B RICHTERMEYER CMA CPA","DR SOLAIMAN A AL-TWARIJRI CMA CFM C","EARNEST A HUBAND CMA CFM CPA CBA","EMIL SCHARFF CPA","FRANK C MINTER CPA","FRANK P HOMBURGER CPA","FREDERICK E SHEA CMA CFM CPA","HARLAN J FULLER CMA CFM CPA","HARRY W ZIKE CMA CPA CGMA","HON KIM R WALLIN CMA CFM CPA","JAMES JIMMIE SMITH CPA","JAMES R WALKER JR","JANE E KARLI CMA","JEFFREY THOMSON CMA CAE","JOHN B POLLARA CMA","JOHN C ARME CPA","JOHN K EXLINE CMA CPA","JOHN M BRAUSCH CMA CFM CPA","JOHN MACAULAY CMA","JOSEPH A VINCENT CMA","KAREN DALLMAN","KATHRYN A SMITH","LARISSA V LOWE CMA","LEO M LOISELLE CPA","LEONARD T LONG CMA CFM","LOUIS VLASHO CMA","LOUTFI K ECHHADE CMA CFM CPA CIA CC","MARC P PALKER CMA MBA RTRP","MARGARET D BUTLER CMA CPA","MARK J MORGAN","MARTHA L ALLE CPA","PAM PRINZ STEWART","PASCAL PETER CMA CIA","PAT BASILE CMA","PATRICK J STROH CMA","PAUL MYERS","PEGGY BROWN","PEMBERTON SMITH CMA CFM CDFM ASQ CS","PROFESSOR JUN MIKE PU CMA CFM","R MICHEL WILLIAMS CMA CPA","ROBERT J COKE","ROBERT J LAUX CMA CPA","ROBERT W LIPTAK CPA","SANDRA L GIBERSON","STANLEY R PYLIPOW","STEPHEN RITTER","THOMAS M O'TOOLE CPA","TIMOTHY P TROUT","VICKI L WHITEHEAD","VIRGINIA WHITE MBA MSSF BB MBB","WILLIAM BROWER JR CMA CFM","WILLIAM J IHLANFELDT CPA","WILLIAM KNESE CMA CFM CPA","ZHIYING CHRISTIE ZOU","DOREEN REMMEN CMA CAE","DEBORAH WARNER","KATHY WILLIAMS","PADRAIG HARE","RAEF LAWSON","STEVEN WEISS CAE"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","CHAIR ELECT","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","PRESIDENT AND CEO","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","FORMER CHAIR EMERITUS","CHAIR","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","CHAIR EMERITUS","TRUSTEE","SVP AND CFO","VICE PRESIDENT","VICE PRESIDENT","VICE PRESIDENT","VICE PRESIDENT","SR VICE PRESIDENT"],"Hours":[2.0,2.0,2.0,2.0,2.0,2.0,5.0,2.0,1.0,1.0,1.0,2.0,2.0,1.0,2.0,1.0,1.0,1.0,1.0,2.0,1.0,2.0,2.0,2.0,1.0,2.0,1.0,2.0,1.0,1.0,1.0,2.0,1.0,2.0,2.0,1.0,2.0,2.0,2.0,40.0,1.0,1.0,2.0,1.0,3.0,5.0,2.0,2.0,2.0,1.0,2.0,1.0,2.0,2.0,1.0,2.0,2.0,1.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,1.0,2.0,1.0,2.0,1.0,2.0,2.0,2.0,1.0,1.0,5.0,2.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,250,500,0,0,500,1000,1000,1000,1500,1000,0,250,0,0,1000,0,250,1000,250,0,1500,1000,0,0,0,1250,0,0,0,0,900,1000,0,0,750,750,1025,750,505911,750,0,0,250,0,250,0,1000,0,0,250,0,0,1000,0,250,1000,250,0,1000,250,500,0,1000,0,0,250,0,0,0,0,0,0,750,0,750,0,0,0,0,261852,235353,201439,208769,260340,240735],"Direct compensation":[0,250,500,0,0,500,1000,1000,1000,1500,1000,0,250,0,0,1000,0,250,1000,250,0,1500,1000,0,0,0,1250,0,0,0,0,900,1000,0,0,750,750,1025,750,485417,750,0,0,250,0,250,0,1000,0,0,250,0,0,1000,0,250,1000,250,0,1000,250,500,0,1000,0,0,250,0,0,0,0,0,0,750,0,750,0,0,0,0,227461,202262,166964,191403,215693,216018],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,20494,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,34391,33091,34475,17366,44647,24717]},"Basic":{"value":null,"mission":"To provide a forum for research, practice development, education, knowledge sharing, and the advocacy of the highest ethical and best business practices in management accounting and finance.","year":2014,"name":"INSTITUTE OF MANAGEMENT ACCOUNTANTS INC","phone":2015739000,"website":"WWW.IMANET.ORG","type":"990","affiliation":null,"foreign_countries":["Albania","Algeria","Andorra","Australia","Austria","Azerbaijan","Bahrain","Belarus","Belgium","Bosnia and Herzegovina","Bulgaria","China","Croatia","Cyprus","Czechia","Denmark","Egypt","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Guernsey","Hong Kong","Hungary","Iceland","Indonesia","Iran","Iraq","Ireland","Isle of Man","Israel","Italy","Japan","Jersey","Jordan","Kosovo","Kuwait","Latvia","Lebanon","Libya","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Malta","Marshall Islands","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Morocco","Nauru","Netherlands","New Zealand","Niue","North Korea","North Macedonia","Norway","Oman","Palau","Papua New Guinea","Philippines","Poland","Portugal","Qatar","Romania","Russia","Samoa","San Marino","Saudi Arabia","Serbia","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Sudan","Svalbard and Jan Mayen","Sweden","Switzerland","Syria","Taiwan","Tonga","Tunisia","Turkey","Tuvalu","Ukraine","United Arab Emirates","United Kingdom","Uzbekistan","Vanuatu","Vatican City","Western Sahara","Yemen","Åland Islands"],"principal_officer":"JEFFREY THOMSON CEO","year_formation":1919,"state_legal_domicile":"NJ","total_volunteers":100,"tax_period_begin":"2014-07-01T00:00:00","tax_period_end":"2015-06-30T00:00:00","address":"10 PARAGON DR, MONTVALE, NJ, 7645, USA","city":"MONTVALE","state":"NJ","country":"USA","zip_code":7645},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":53,"Number of independent voting members":52,"Number of employees total":91,"Total Gross UBI":257640,"Net unrelated business taxable income":-7857,"Number of employees":91,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":17003374,"Contributions":{"value":1530677,"Other contributions":26051,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":1504626},"Program revenue":{"value":13692796,"Total revenue":{"value":13692796,"MEMBERSHIP DUES":9856028,"EDUCATION PROGRAMS":2130723,"CONFERENCES":1156799,"ADVERTISING & SALE OF PUBLICATION":549246},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":595503,"Investment income total":254171,"Net investment gain":341332,"Income from invest bond proceeds":0},"Other revenues":{"value":1184398,"Other total":26789,"Royalties revenue":1091550,"Net rental income":66059,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":14343036,"Grant expense":{"value":87446,"Grants to domestic orgs":11141,"Grants to domestic individuals":76305,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":9988832,"Current officers":820676,"Disqualified persons":0,"Other salaries and wages":7438286,"Pension plan contributions":847685,"Other employee benefits":368308,"Payroll taxes":513877},"Other expenses":{"value":4266758,"Management services":0,"Legal":226541,"Accounting":78000,"Lobbying services":0,"Investment management fees":62674,"Other services":994832,"Advertising":1962630,"Office expenses":1558120,"Information technology":400677,"Royalties":0,"Occupancy":370682,"Travel":633748,"Conferences and meetings":1210494,"Interest":342,"Payments to affiliates":346175,"Depreciation and depletion":545188,"Insurance":141268,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1679005,"COMMISSIONS":1051365,"MEMBERSHIP DUES":269175,"EQUIPMENT RENTAL":250851,"EDUCATION & TRAINING":107614},"All other expenses":-5943618},"Functional Expenses":{"value":null,"Program Service Expenses":11110228,"Management And General Expenses":3232808,"Fundraising Expenses":0}},"Assets":{"value":27161773,"Non-interest bearing cash":3394085,"Savings and temp cash investments":523325,"Pledges and grants receivable":0,"Accounts receivable":790630,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":303051,"Land, building, equipment":2910632,"Investments publicly traded":13843601,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":5396449},"Liabilities":{"value":19507312,"Sum of Total Liabilities":0,"Accounts payable, accrued":3046608,"Grants payable":0,"Deferred, revenue":5666413,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":10794291},"Fund balance":{"value":7654461,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":7654461,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7746078305876106,"percentile":0.5965635648860497},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.15645941799551077,"percentile":0.7069488344356744},"Liabilities to Assets Ratio":{"score":0.7181899355391859,"percentile":0.09087512474743253},"Operating Reserve Ratio":{"score":1.893725498562508,"percentile":0.6017106218571017},"Officer Compensation Ratio":{"score":0.1354193073209884,"percentile":0.4477069390836938},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.9811320754716981,"percentile":0.2781837102987823},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5696577767047608,"percentile":0.5157950900960986}},"source_xml":"201631269349301663_public.xml"},{"Organization":{"value":null,"Person":["JEFFREY THOMSON CMA CSCA CAE","MICHAEL DEPRISCO","GWEN VAN BERNE CMA","RICHARD T BRADY CMA CGFM","J STEPHEN MCNALLY CMA CPA","AHMED HASSAN CMA","ALI FATIH DALKILICCMACSCACIA","BERNICE JENKINS CMA CPA","BRAD LEDFORD CMA CPA","BRIGITTE DE GRAAF CMA","CATHERINE B LONG CMA","CHARLES R WRIGHTCMACGMACPA","DANA C RIESSCMACFMCPACPIM","DEBORAH C MICHALOWSKI CPA","DEREK ALAN FUZZELLCMACSCACPA","DR DI WU CMA CPA","DR RINKU BHATTACHARYA CMACPA","DR ROOPA VENKATESH CMA","ERIC L LENARD CMA CFM","FATEMA ELZAHRAA EL WAKEEL CMA","FEMKE AARTS CMA CFE","GERALD T RATIGANJRCMACSCA","HESSEL H F BROUWER CMA","JANE E KARLI CMA","JAVVADI H RAO CMA CFM CIA FCMA","JAYWARDHAN SEMWAL CMA","JOSCEL BARRIO DELOS CIELOS CMA CSCA","LAURIE A BERGMAN CMA CPA","MICHAEL J PHILLIPS CMA CFM CTP","PAMELA R HOGANSCMACSCA CPA","PATTI A HUMBLE CMA CFM CPA","PETER J DOLANCMACFMCSCACPA","QING ZHU CMA CSCA","SRIKRISHNA MANKAL CMA","SUNIL S DESHMUKH CMA CBM","TONY SHEUNG FAI KAM CMA","YI ZHANG CMA","ZHANGUANG DI CMA","RUSS PORTER CMA CFM CSCA","ELLEN GUREVICH CAE","PADRAIG HARE CAE CGEIT","PATRICIA STEFANCZYK CAE","LOREAL JILES","STEVE SHANNON"],"Title":["PRESIDENT & CEO","PRESIDENT & CEO (BEG 04/23)","CHAIR","CHAIR ELECT","CHAIR EMERITUS","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR, NON-VOTING","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","SR VICE PRESIDENT & CFO","VICE PRESIDENT","VICE PRESIDENT (THRU 01/23)","VICE PRESIDENT","VICE PRESIDENT","DIRECTOR (THRU 03/23)"],"Hours":[39.0,39.0,6.0,4.0,4.0,2.0,2.0,4.0,2.0,2.0,2.0,2.0,4.0,2.0,4.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,4.0,2.0,2.0,2.0,2.0,4.0,2.0,38.5,20.0,20.0,20.0,19.5,20.0],"Total Compensation":[735445,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,431518,286488,283942,265842,235565,248821],"Direct compensation":[712599,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,411194,267288,271132,249185,218475,235822],"Other compensation":[22846,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,20324,19200,12810,16657,17090,12999]},"Basic":{"value":null,"mission":"To provide a forum for research, practice development, education, knowledge (continued in sch o) sharing and the advocacy of the highest ethical and best business practices in management acct & finance.","year":2022,"name":"INSTITUTE OF MANAGEMENT ACCOUNTANTS INC","phone":2075739000,"website":"WWW.IMANET.ORG","type":"990","affiliation":null,"foreign_countries":["Australia","China","Hong Kong","Indonesia","Japan","Macau","Malaysia","Marshall Islands","Micronesia","Mongolia","Nauru","New Zealand","Niue","North Korea","Palau","Papua New Guinea","Philippines","Samoa","Solomon Islands","South Korea","Taiwan","Tonga","Tuvalu","Vanuatu"],"principal_officer":"MICHAEL DEPRISCO","year_formation":1919,"state_legal_domicile":"NJ","total_volunteers":2700,"tax_period_begin":"2022-07-01T00:00:00","tax_period_end":"2023-06-30T00:00:00","address":"10 PARAGON DRIVE, MONTVALE, NJ, 7645, USA","city":"MONTVALE","state":"NJ","country":"USA","zip_code":7645},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":37,"Number of independent voting members":35,"Number of employees total":132,"Total Gross UBI":140300,"Net unrelated business taxable income":0,"Number of employees":132,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":20826836,"Contributions":{"value":136372,"Other contributions":136372,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":18806903,"Total revenue":{"value":18806903,"MEMBERSHIP DUES":16365368,"CONFERENCES":1803222,"EDUCATION PROGRAMS":496893,"SUBSCRIPTIONS":141420},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1034292,"Investment income total":384914,"Net investment gain":649378,"Income from invest bond proceeds":0},"Other revenues":{"value":849269,"Other total":108912,"Royalties revenue":740357,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":23034626,"Grant expense":{"value":244956,"Grants to domestic orgs":157357,"Grants to domestic individuals":33500,"Grants and similar":0,"Foreign grants":54099},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":19141548,"Current officers":1830598,"Disqualified persons":0,"Other salaries and wages":13400361,"Pension plan contributions":648796,"Other employee benefits":2276688,"Payroll taxes":985105},"Other expenses":{"value":3648122,"Management services":0,"Legal":600559,"Accounting":101500,"Lobbying services":0,"Investment management fees":23548,"Other services":1711662,"Advertising":5563740,"Office expenses":1732774,"Information technology":1434583,"Royalties":0,"Occupancy":1174774,"Travel":811785,"Conferences and meetings":1858150,"Interest":80912,"Payments to affiliates":268725,"Depreciation and depletion":834703,"Insurance":368949,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2593076,"TAXES & OTHER EXPENSES":1620898,"MEMBERSHIP DUES":399743,"EDUCATION & TRAINING":295093,"COMMISSION":277342},"All other expenses":-15511318},"Functional Expenses":{"value":null,"Program Service Expenses":17276764,"Management And General Expenses":5757862,"Fundraising Expenses":0}},"Assets":{"value":47304030,"Non-interest bearing cash":1646964,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":157062,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1140055,"Land, building, equipment":5927332,"Investments publicly traded":23106251,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":15326366},"Liabilities":{"value":40065243,"Sum of Total Liabilities":0,"Accounts payable, accrued":7423571,"Grants payable":0,"Deferred, revenue":9982791,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":22658881},"Fund balance":{"value":7238787,"Net assets without donor restriction":7238787,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7500344915519792,"percentile":0.5734053394343164},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.10600698060905651,"percentile":0.21725448108588313},"Liabilities to Assets Ratio":{"score":0.8469731437258095,"percentile":0.07260402993610637},"Operating Reserve Ratio":{"score":2.0536052983886086,"percentile":0.6229805270904373},"Officer Compensation Ratio":{"score":0.10799485088231951,"percentile":0.526127116984372},"Program Expense Growth":{"score":0.07032008992205542,"percentile":0.6002895455959335},"Revenue Growth":{"score":0.037271666935318346,"percentile":0.5496169913022688},"Asset Growth":{"score":0.0893526784295532,"percentile":0.6553698847743387},"Independent Voting Board Pct":{"score":0.9459459459459459,"percentile":0.2647989519362333},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.49147536162226163,"percentile":0.30107053799678946}},"source_xml":"202431219349301688_public.xml"},{"Organization":{"value":null,"Person":["ALEX C ENG CMA CFM CPA","AMBER J ARNHOLD CMA","ANTHONY N CASPIO CMA","ANTHONY P PENCEK CPA","ATHBA S MAJEED AL-SAMARI","ATUL KUMAR AGARWAL CMA FCMA","BENJAMIN M JACKSON MBA","BENJAMIN MULLING CMA CPA CITP","BRAD J MONTERIO","BYRD S HEATON CMA","C S BUD KULESZA CMA CFM","CAPT LARRY R WHITE RET CMA CFM CPA","CARLOS M CHAVEZ","CHARLES T SMITH JR CPA","CHRISTIAN CUZICK CMA","CLAIR M RAUBENSTINE CMA CFM CPA","DAVID W SKORA CMA CFM","DONALD W BAKER CMA CPA","DR BRIAN MCGUIRE CMA CPA CBM CITP","DR CARL SMITH CMA CFM CPA","DR KEITH BRYANT JR CMA","DR PAUL E JURAS CMA CPA","DR PENNY WELLER CMA","DR R LEE BRUMMET CPA","DR SAMUEL WEAVER CMA CFM","DR SANDRA B RICHTERMEYER CMA CPA","DR SOLAIMAN A AL-TWARIJRI CMA CFM C","DR KRISTINE BRANDS CMA CPA","EMIL SCHARFF CPA","F DAVID TEETS CMA CPA","FRANK C MINTER CPA","FRANK P HOMBURGER CPA","FREDERICK E SHEA CMA CFM CPA","HARRY W ZIKE CMA CPA CGMA","HON KIM R WALLIN CMA CFM CPA","J STEPHEN MCNALLY CMA CPA","JAMES C SMITH CPA","JAMES R WALKER JR","JAMES WILLIAMS CPA","JANE E KARLI CMA","JANET HENRY CMA","JEFFREY THOMSON CMA CAE","JENNIFER A MERCER CMA","JOHN B POLLARA CMA","JOHN C ARME CPA","JOHN C MACAULAY CMA","JOHN EXLINE","JOHN K EXLINE CMA CPA","JOHN M BRAUSCH CMA CFM CPA","JOSEPH A VINCENT CMA","JUN PU CMA CFM","LEO M LOISELLE CPA","LOUIS VLASHO CMA","LOUTFI K ECHHADE CMA CFM CPA CIA CC","MARC P PALKER CMA MBA RTRP","MARGARET D BUTLER CMA CPA","MARK J MORGAN","MARTHA L ALLE CPA","NANCY A ZAWORSKI CMA","NANCY C MCCLEARY CPA","PAM PRINZ STEWART","PASCAL PETER CMA CIA","PATRICK J STROH CMA","PEGGY BROWN","R MICHEL WILLIAMS CMA CPA","RICK S THOMPSON CMA CFM CPA CIA CTP","ROBERT J LAUX CMA CPA","ROBERT W LIPTAK CPA","ROSEMARY AMATO CMA CPA CISA","SANDRA L GIBERSON","STANLEY R PYLIPOW","STEPHEN RITTER","TASHEE N SINGLETON","THOMAS M O'TOOLE CPA","TIMOTHY P TROUT","VICKI L WHITEHEAD","VIRGINIA WHITE MBA MSSF BB MBB","WILLIAM BROWER JR CMA CFM","WILLIAM J IHLANFELDT CPA","WILLIAM KNESE CMA CFM CPA","XIAOXIAO ZHU CMA","DOREEN REMMEN CMA CAE","DEBORAH WARNER","KATHY WILLIAMS","PADRAIG HARE","RAEF LAWSON","STEVEN WEISS CAE"],"Title":["DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","CHAIR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","OUTGOING DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","PRESIDENT AND CEO","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","OUTGOING DIRECTOR","DIRECTOR","CHAIR EMERITUS","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","CHAIR ELECT","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","FORMER CHAIR EMERITUS","DIRECTOR","SVP AND CFO","VICE PRESIDENT","VICE PRESIDENT","VICE PRESIDENT","VICE PRESIDENT","SR VICE PRESIDENT"],"Hours":[2.0,2.0,2.0,2.0,2.0,2.0,2.0,5.0,2.0,1.0,1.0,1.0,2.0,1.0,2.0,1.0,2.0,1.0,1.0,1.0,1.0,2.0,2.0,1.0,2.0,1.0,2.0,2.0,1.0,2.0,1.0,2.0,1.0,2.0,1.0,2.0,2.0,2.0,2.0,2.0,2.0,40.0,2.0,1.0,1.0,1.0,2.0,2.0,1.0,5.0,2.0,1.0,1.0,2.0,5.0,1.0,2.0,2.0,2.0,2.0,1.0,2.0,2.0,2.0,2.0,2.0,2.0,1.0,2.0,2.0,1.0,2.0,2.0,1.0,2.0,2.0,2.0,1.0,1.0,3.0,2.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[800,1600,1050,800,0,0,1450,0,1450,0,3309,1050,800,0,0,0,0,0,1850,1050,0,1850,0,0,800,1450,0,1780,0,0,0,1450,1050,1850,650,1300,800,1450,800,1050,800,570646,800,1450,0,0,1450,0,0,800,0,0,0,0,1050,0,0,1450,800,800,0,0,800,1450,0,0,0,0,2537,1600,0,1450,0,0,1450,1450,1850,0,0,0,0,282957,254927,212286,207546,259034,261685],"Direct compensation":[800,1600,1050,800,0,0,1450,0,1450,0,3309,1050,800,0,0,0,0,0,1850,1050,0,1850,0,0,800,1450,0,1780,0,0,0,1450,1050,1850,650,1300,800,1450,800,1050,800,548491,800,1450,0,0,1450,0,0,800,0,0,0,0,1050,0,0,1450,800,800,0,0,800,1450,0,0,0,0,2537,1600,0,1450,0,0,1450,1450,1850,0,0,0,0,247573,215829,171617,199593,224873,229752],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,22155,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,35384,39098,40669,7953,34161,31933]},"Basic":{"value":null,"mission":"To provide a forum for research, practice development, education, knowledge sharing, and the advocacy of the highest ethical and best business practices in management accounting and finance.","year":2015,"name":"INSTITUTE OF MANAGEMENT ACCOUNTANTS INC","phone":2015739000,"website":"WWW.IMANET.ORG","type":"990","affiliation":null,"foreign_countries":["Albania","Algeria","Andorra","Australia","Austria","Azerbaijan","Bahrain","Belarus","Belgium","Bosnia and Herzegovina","Bulgaria","China","Croatia","Cyprus","Czechia","Denmark","Egypt","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Guernsey","Hong Kong","Hungary","Iceland","Indonesia","Iran","Iraq","Ireland","Isle of Man","Israel","Italy","Japan","Jersey","Jordan","Kosovo","Kuwait","Latvia","Lebanon","Libya","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Malta","Marshall Islands","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Morocco","Nauru","Netherlands","New Zealand","Niue","North Korea","North Macedonia","Norway","Oman","Palau","Papua New Guinea","Philippines","Poland","Portugal","Qatar","Romania","Russia","Samoa","San Marino","Saudi Arabia","Serbia","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Sudan","Svalbard and Jan Mayen","Sweden","Switzerland","Syria","Taiwan","Tonga","Tunisia","Turkey","Tuvalu","Ukraine","United Arab Emirates","United Kingdom","Uzbekistan","Vanuatu","Vatican City","Western Sahara","Yemen","Åland Islands"],"principal_officer":"JEFFREY THOMSON CEO","year_formation":1919,"state_legal_domicile":"NJ","total_volunteers":52,"tax_period_begin":"2015-07-01T00:00:00","tax_period_end":"2016-06-30T00:00:00","address":"10 PARAGON DR, MONTVALE, NJ, 7645, USA","city":"MONTVALE","state":"NJ","country":"USA","zip_code":7645},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":53,"Number of independent voting members":52,"Number of employees total":99,"Total Gross UBI":173854,"Net unrelated business taxable income":-85944,"Number of employees":99,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":20403460,"Contributions":{"value":4524715,"Other contributions":18865,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":4505850},"Program revenue":{"value":13721693,"Total revenue":{"value":13721693,"MEMBERSHIP DUES":10008294,"EDUCATION PROGRAMS":1991980,"CONFERENCES":1326998,"SUBSCRIPTIONS":394421},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1210428,"Investment income total":276248,"Net investment gain":934180,"Income from invest bond proceeds":0},"Other revenues":{"value":946624,"Other total":46397,"Royalties revenue":821087,"Net rental income":79140,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":14557498,"Grant expense":{"value":70681,"Grants to domestic orgs":5850,"Grants to domestic individuals":64831,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":10922315,"Current officers":1025447,"Disqualified persons":0,"Other salaries and wages":7928326,"Pension plan contributions":415222,"Other employee benefits":923702,"Payroll taxes":629618},"Other expenses":{"value":3564502,"Management services":0,"Legal":224912,"Accounting":65400,"Lobbying services":0,"Investment management fees":72749,"Other services":941372,"Advertising":2138107,"Office expenses":2176311,"Information technology":505158,"Royalties":0,"Occupancy":367679,"Travel":718478,"Conferences and meetings":1344941,"Interest":369,"Payments to affiliates":391948,"Depreciation and depletion":416515,"Insurance":133669,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1040310,"COMMISSIONS":429025,"MEMBERSHIP DUES":259935,"EQUIPMENT RENTAL":206567,"EDUCATION & TRAINING":144783},"All other expenses":-6973416},"Functional Expenses":{"value":null,"Program Service Expenses":11384671,"Management And General Expenses":3172827,"Fundraising Expenses":0}},"Assets":{"value":33681150,"Non-interest bearing cash":3053877,"Savings and temp cash investments":3317,"Pledges and grants receivable":0,"Accounts receivable":830980,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":491173,"Land, building, equipment":2970738,"Investments publicly traded":14814110,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":11516955},"Liabilities":{"value":20940252,"Sum of Total Liabilities":0,"Accounts payable, accrued":3201800,"Grants payable":0,"Deferred, revenue":5629328,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":12109124},"Fund balance":{"value":12740898,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":12740898,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.782048604780849,"percentile":0.6043417141292001},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.2865181689772225,"percentile":0.8268215630164517},"Liabilities to Assets Ratio":{"score":0.6217202203606468,"percentile":0.10782336419039941},"Operating Reserve Ratio":{"score":2.3136633781436893,"percentile":0.6528245591025046},"Officer Compensation Ratio":{"score":0.14443120651639452,"percentile":0.42531526748836535},"Program Expense Growth":{"score":0.025753908983390958,"percentile":0.4303535301169408},"Revenue Growth":{"score":0.14941639316971805,"percentile":0.8475627902731665},"Asset Growth":{"score":0.1825784542569317,"percentile":0.8271987960167398},"Independent Voting Board Pct":{"score":0.9811320754716981,"percentile":0.2781837102987823},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6178666647545893,"percentile":0.6567974893123186}},"source_xml":"201701239349301810_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["MICHAEL DEPRISCO","RICHARD T BRADY CMA CGFM","GWEN VAN BERNE CMA","AHMED HASSAN CMA","ALI FATIH DALKILICCMACSCACIA","BERNICE JENKINS CMA CPA","BRAD LEDFORD CMA CPA","BRIGITTE DE GRAAF CMA","CHARLES R WRIGHTCMACGMACPA","DANA C RIESSCMACFMCPACPIM","DEBORAH C MICHALOWSKI CPA","DEREK ALAN FUZZELLCMACSCACPA","DR DI WU CMA CPA","DR RINKU BHATTACHARYA CMACPA","DR ROOPA VENKATESH CMA","ERIC L LENARD CMA CFM","FATEMA ELZAHRAA EL WAKEEL CMA","FEMKE AARTS CMA CFE","GERALD T RATIGANJRCMACSCA","HESSEL H F BROUWER CMA","YASMIN M EL GIBALY CMA","JAVVADI H RAO CMA CFM CIA","JAYWARDHAN SEMWAL CMA","JOSCEL BARRIO DELOS CIELOS CMA CSCA","LAURIE A BERGMAN CMA CPA","MICHAEL J PHILLIPS CMA CFM","PAMELA R HOGANSCMACSCA CPA","PATTI A HUMBLE CMA CFM CPA","PETER J DOLANCMACFMCSCACPA","QINGHUA LIU","QING ZHU CMA CSCA","SRIKRISHNA MANKAL CMA","SUNIL S DESHMUKH CMA CBM","TONY SHEUNG FAI KAM CMA","YI ZHANG CMA","ZHANGUANG DI CMA","RUSS PORTER CMA CFM CSCA","CHRISTINE MILLAWAY CPA","ELLEN GUREVICH CAE","PATRICIA STEFANCZYK CAE","JACKIE OPPENHEIM","MIAOMIAO TIAN","LISA BEAUDOIN","JEFFREY THOMSON CMA CSCA CAE"],"Title":["PRESIDENT & CEO","CHAIR","CHAIR EMERITUS","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","SR VICE PRESIDENT & CFO (THRU 08/23)","SVP & CFO (BEG 11/23 - SEE SCH O)","VICE PRESIDENT","VICE PRESIDENT","VICE PRESIDENT","SR DIRECTOR (THRU 02/24)","SR DIRECTOR (THRU 02/24)","FORMER PRESIDENT & CEO"],"Hours":[39.0,6.0,4.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,4.0,4.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,4.0,2.0,2.0,2.0,4.0,2.0,4.0,2.0,38.5,38.5,20.0,20.0,20.0,20.0,20.0,39.0],"Total Compensation":[562596,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,307301,143969,296581,257096,246087,208958,203225,615375],"Direct compensation":[543750,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,290248,143969,277252,240921,228700,199236,193199,566123],"Other compensation":[18846,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,17053,0,19329,16175,17387,9722,10026,49252]},"Basic":{"value":null,"mission":"To provide a forum for research, practice development, education, knowledge (continued in sch o)sharing and the advocacy of the highest ethical and best business practices in management acct & finance.","year":2023,"name":"INSTITUTE OF MANAGEMENT ACCOUNTANTS INC","phone":2075739000,"website":"WWW.IMANET.ORG","type":"990","affiliation":null,"foreign_countries":["Australia","China","Hong Kong","Indonesia","Japan","Macau","Malaysia","Marshall Islands","Micronesia","Mongolia","Nauru","New Zealand","Niue","North Korea","Palau","Papua New Guinea","Philippines","Samoa","Solomon Islands","South Korea","Taiwan","Tonga","Tuvalu","Vanuatu"],"principal_officer":"MICHAEL DEPRISCO","year_formation":1919,"state_legal_domicile":"NJ","total_volunteers":2700,"tax_period_begin":"2023-07-01T00:00:00","tax_period_end":"2024-06-30T00:00:00","address":"10 PARAGON DRIVE, MONTVALE, NJ, 7645, USA","city":"MONTVALE","state":"NJ","country":"USA","zip_code":7645},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":36,"Number of independent voting members":35,"Number of employees total":116,"Total Gross UBI":31901,"Net unrelated business taxable income":0,"Number of employees":116,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":20410946,"Contributions":{"value":127748,"Other contributions":127748,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":18545265,"Total revenue":{"value":18545265,"MEMBERSHIP DUES":16019068,"CONFERENCES":1972611,"EDUCATION PROGRAMS":520851,"SUBSCRIPTIONS":32735},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1152618,"Investment income total":389512,"Net investment gain":763106,"Income from invest bond proceeds":0},"Other revenues":{"value":585315,"Other total":116348,"Royalties revenue":468967,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":19704264,"Grant expense":{"value":225432,"Grants to domestic orgs":139858,"Grants to domestic individuals":10500,"Grants and similar":0,"Foreign grants":75074},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":17481315,"Current officers":1382693,"Disqualified persons":0,"Other salaries and wages":12274526,"Pension plan contributions":581452,"Other employee benefits":2545579,"Payroll taxes":697065},"Other expenses":{"value":1997517,"Management services":0,"Legal":520747,"Accounting":56601,"Lobbying services":0,"Investment management fees":20316,"Other services":3040968,"Advertising":4387018,"Office expenses":1492471,"Information technology":1420606,"Royalties":0,"Occupancy":1195391,"Travel":510857,"Conferences and meetings":1827956,"Interest":152999,"Payments to affiliates":-198094,"Depreciation and depletion":1320204,"Insurance":349619,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2181151,"TAXES & OTHER EXPENSES":1566933,"MEMBERSHIP DUES":300868,"COMMISSION":169486,"EDUCATION & TRAINING":143864},"All other expenses":-16281293},"Functional Expenses":{"value":null,"Program Service Expenses":15152881,"Management And General Expenses":4551383,"Fundraising Expenses":0}},"Assets":{"value":46318464,"Non-interest bearing cash":2304971,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":255093,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":465177,"Land, building, equipment":4785031,"Investments publicly traded":21080878,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":17427314},"Liabilities":{"value":37995934,"Sum of Total Liabilities":0,"Accounts payable, accrued":8716468,"Grants payable":0,"Deferred, revenue":10317275,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":18962191},"Fund balance":{"value":8322530,"Net assets without donor restriction":8322530,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7690153258198327,"percentile":0.5910521376265779},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.034622697056765524,"percentile":0.4892168409631036},"Liabilities to Assets Ratio":{"score":0.8203193871023011,"percentile":0.07618483431738368},"Operating Reserve Ratio":{"score":2.350682268568874,"percentile":0.6567275480123413},"Officer Compensation Ratio":{"score":0.14419153133555254,"percentile":0.42589596233932603},"Program Expense Growth":{"score":0.05431347461649248,"percentile":0.5472390340710933},"Revenue Growth":{"score":0.02872770503186337,"percentile":0.5084590594624467},"Asset Growth":{"score":0.06612601868740588,"percentile":0.5849476299242997},"Independent Voting Board Pct":{"score":0.9722222222222222,"percentile":0.2764995479703251},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5256543953364504,"percentile":0.3885814346621049}},"source_xml":"202511089349300101_public.xml"},"sector":"Public, Societal Benefit","donation_categories":[],"zakat_policy":null},"error":null}