Institute of Management Accountants Inc

Nonprofit profile at a glance

EIN
730992931
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024, Form 990-T 2024, Form 990-N 2022
Location
Tulsa, OK, USA
Phone
9185277679
Rating
48
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$112,122
Expenses
$109,609
Assets
$54,674

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • JENNIFER MITCHO (Vice President)
  • KATIE BANEY (President)

People named in this filing

  • RICHARD MEYERS (Treasurer)
  • JENNIFER MITCHO (Vice President)
  • KATIE BANEY (President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Continuing professional education

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 17
  • Transparency & Controls: 82
  • Sustainability: 38
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 26.9%; rating input score 27
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 2.2%; rating input score 41; 41st percentile among comparable filings
  • Total-asset coverage ratio: 0.5; rating input score 38; 38th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 14.1% per year; rating input score 100; 69th percentile among comparable filings
  • Revenue growth: 13.4% per year; rating input score 100; 74th percentile among comparable filings
  • Asset growth: 1.5% per year; rating input score 100; 32nd percentile among comparable filings

Details

  • Where the money goes: 26.9% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 12 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 27/100.
  • Moderate — Sustainability: Operating margin scored 41/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 38/100.