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Institute Of Management Accountants Memorial Education Fund Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$361k (2024)

Expenses
$349k (2024)

Total Assets
$4.04M (2024)

Total Liabilities
$461k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$360,959
Expenses
$349,297
Net Income
$11,662
Net Assets
$3,578,161
Notable Sources of Revenue Percent of Total Revenue
Contributions $104,629
29.0%
Program Services $0
Investment Income $115,543
32.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $140,787
39.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,039,312
Total Liabilities $461,151
Net Assets $3,578,161
Compensation
Key Employees and Officers Compensation Related Other
Michael Deprisco (Secretary/Treasurer) $0 $543,750 $18,846
Gwen Van Berne Cma (Trustee) $0 $0 $0
Richard T Brady Cma Cgfm (Trustee) $0 $0 $0
Derek Alan Fuzzell Cmacscacpa (Trustee) $0 $0 $0
Dr Rinku Bhattacharyacma Cpa (Trustee) $0 $0 $0
Sunil S Deshmukh Cma Cbm (Trustee) $0 $0 $0
Russ Porter Cma Cfm Csca (Cfo (Thru 08/23)) $0 $290,248 $17,053
Christine Millaway Cpa (Cfo (Beg 11/23 See Sch O)) $0 $143,969 $0
Jeffrey Thomson Cma Csca Cae (Former Secretary/Treasurer) $0 $566,123 $49,252

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$238,064
Expenses
$52,429
Net Income
$185,635
Net Assets
$3,444,670
Notable Sources of Revenue Percent of Total Revenue
Contributions $104,939
44.1%
Program Services $0
Investment Income $78,168
32.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $54,957
23.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,544,670
Total Liabilities $100,000
Net Assets $3,444,670
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey Thomson Cma Csca Cae (Secretary/Treasurer) $0 $712,599 $22,846
Michael Deprisco (Secretary/Treasurer (As Of 04/23)) $0 $0 $0
J Stephen Mcnally Cma Cpa (Trustee) $0 $0 $0
Gwen Van Berne Cma (Trustee) $0 $0 $0
Peter J Dolancmacfmcscacpa (Trustee) $0 $0 $0
Jane E Karli Cma (Trustee) $0 $0 $0
Richard T Brady Cma Cgfm (Trustee) $0 $0 $0
Russ Porter Cma Cfm Csca (Cfo) $0 $411,194 $20,324

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$192,362
Expenses
$166,884
Net Income
$25,478
Net Assets
$3,099,456
Notable Sources of Revenue Percent of Total Revenue
Contributions $107,084
55.7%
Program Services $0
Investment Income $85,336
44.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$58
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,199,456
Total Liabilities $100,000
Net Assets $3,099,456
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey Thomson Cma Csca Cae (Secretary/Treasurer) $0 $741,495 $21,812
Doreen Remmen Cma Csca Cae (Cfo (Thru 12/21)) $0 $391,066 $24,879
Russ Porter Cma Cfm Csca (Cfo) $0 $141,811 $2,047
J Stephen Mcnally Cma Cpa (Trustee) $0 $0 $0
Gwen Van Berne Cma (Trustee) $0 $0 $0
Dr Paul Juras Cma Cpa (Trustee) $0 $0 $0
Charles R Wright Cmacgmacpa (Trustee) $0 $0 $0
Mandoria Johnston Cma Cpa (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$365,924
Expenses
$274,475
Net Income
$91,449
Net Assets
$3,657,483
Notable Sources of Revenue Percent of Total Revenue
Contributions $107,092
29.3%
Program Services $0
Investment Income $13,548
3.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $245,284
67.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,657,483
Total Liabilities $0
Net Assets $3,657,483
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey Thomson Cma Csca Cae (Treasurer) $0 $685,834 $21,567
J Stephen Mcnally Cma Cpa (Trustee) $0 $0 $0
Christian Cuzik Cma (Trustee) $0 $0 $0
Charles R Wright Cmacgmacpa (Trustee) $0 $0 $0
Richard T Brady Cma Cgfm (Trustee) $0 $0 $0
Dr Paul Juras Cma Cpa (Trustee) $0 $0 $0
Doreen Remmen Cma Csca Cae (Cfo) $0 $325,338 $17,553

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$187,691
Expenses
$46,190
Net Income
$141,501
Net Assets
$3,084,053
Notable Sources of Revenue Percent of Total Revenue
Contributions $109,321
58.2%
Program Services $0
Investment Income $75,935
40.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,435
1.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,184,053
Total Liabilities $100,000
Net Assets $3,084,053
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey Thomson Cma Csca Cae (Treasurer) $0 $811,932 $22,157
Doreen Remmen Cma Csca Cae (Cfo) $0 $363,813 $34,060
Virginia D White Cma (Trustee) $0 $0 $0
Christian Cuzick Cma (Trustee) $0 $0 $0
Dr Paul E Juras Cma Cpa (Trustee) $0 $0 $0
Tanya D Shell Cma Csca Cpa (Trustee) $0 $0 $0
Leroy E Pennock Cma (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$225,169
Expenses
$164,109
Net Income
$61,060
Net Assets
$2,886,476
Notable Sources of Revenue Percent of Total Revenue
Contributions $117,796
52.3%
Program Services $0
Investment Income $75,260
33.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $32,113
14.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,986,476
Total Liabilities $100,000
Net Assets $2,886,476
Compensation
Key Employees and Officers Compensation Related Other
Virginia R White Cma (President) $0 $0 $0
Alex C Eng Cma Cfm Cpa (Secretary) $0 $0 $0
Jeffrey Thomson Cma Csca Ca (Trustee) $0 $785,582 $21,576
Marc P Palker Cma Rtrp (Trustee) $0 $0 $0
J Stephen Mc Nally Cma Cpa (Trustee) $0 $0 $0
Christian Cuzick Cma (Trustee) $0 $0 $0
Doreen Remmen Cma Csca Cae (Cfo) $0 $326,802 $32,155

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Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,644
Expenses
$293,664
Net Income
-$216,020
Net Assets
$2,767,811
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,410
10.8%
Program Services $0
Investment Income $78,218
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$8,984
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,229,439
Total Liabilities $461,628
Net Assets $2,767,811

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$119,731
Expenses
$253,032
Net Income
-$133,301
Net Assets
$2,899,115
Notable Sources of Revenue Percent of Total Revenue
Contributions $935
0.8%
Program Services $0
Investment Income $80,520
67.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $38,276
32.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,079,991
Total Liabilities $180,876
Net Assets $2,899,115
Compensation
Key Employees and Officers Compensation Related Other
Alex C Eng Cma Cfm Cpa (Trustee) $0 $1,050 $0
Benjamin R Mulling Cma Cpa Citp (Trustee) $0 $0 $0
Jeffrey Thomson Cma (President) $0 $585,430 $15,306
Marc P Palker Cma Rtrp (Trustee) $0 $0 $0
Rosemary M Amato Cma Cpa Cisa (Trustee) $0 $0 $0
Doreen Remmen Cma C Ae (C Fo) $0 $261,075 $32,219

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$351,534
Expenses
$117,827
Net Income
$233,707
Net Assets
$2,917,744
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,215
0.3%
Program Services $0
Investment Income $90,598
25.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $259,721
73.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,500,603
Total Liabilities $582,859
Net Assets $2,917,744
Compensation
Key Employees and Officers Compensation Related Other
Benjamin R Mulling Cma Cpa Citp (Board Chair) $0 $0 $0
Jeffrey Thomson Cma (Ceo) $0 $548,491 $22,155
Joseph A Vincent Cma (Director) $0 $800 $0
Marc P Palker Cma Rtrp (Director) $0 $1,050 $0
Virginia R White Cma (Trustee) $0 $1,850 $0
Doreen Remmen Cma Cae (Cfo (Ima Svp &Cfo)) $0 $247,573 $35,384

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$211,667
Expenses
$302,811
Net Income
-$91,144
Net Assets
$2,910,582
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,351
1.6%
Program Services $0
Investment Income $92,624
43.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $115,692
54.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,635,405
Total Liabilities $724,823
Net Assets $2,910,582
Compensation
Key Employees and Officers Compensation Related Other
Benjamin Mulling Cma Cpa Citp (Trustee) $0 $1,000 $0
Dr Paul E Juras Cma Cpa (Trustee) $0 $1,000 $0
Jeffrey Thomson Cma Cae (Secretary/Treasurer) $0 $485,417 $20,494
Joseph A Vincent Cma (Trustee) $0 $250 $0
William Knese Cma Cfm Cpa (President) $0 $0 $0
Doreen Remmen Cma Cae (Cfo (Ima Svp And Cfo)) $0 $227,461 $34,391

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Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$404,983
Expenses
$70,317
Net Income
$334,666
Net Assets
$3,135,633
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,604
0.4%
Program Services $0
Investment Income $108,977
26.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $294,402
72.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,280,981
Total Liabilities $145,348
Net Assets $3,135,633
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
John Macaulay Cma (President (Ima Chair Emeritus)) $0 $0 $0
Jeffrey Thomson Cma (Secretary/Treasurer (Ima Ceo)) $0 $455,051 $13,242
William Knese Cma Cfm Cpa (Trustee (Ima Chair)) $0 $0 $0
Joseph A Vincent Cma (Trustee (Ima Chair Elect)) $0 $0 $0
Benjamin R Mulling Cma Cpa Citp (Trustee (Ima Board Member)) $0 $1,000 $0
Doreen Remmen Cma Cae (Cfo (Ima Svp And Cfo)) $0 $221,305 $34,086

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$199,923
Expenses
$83,337
Net Income
$116,586
Net Assets
$2,705,170
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,181
1.1%
Program Services $0
Investment Income $101,449
50.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $96,293
48.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,598,402
Total Liabilities $893,232
Net Assets $2,705,170

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$203,332
Expenses
$278,047
Net Income
-$74,715
Net Assets
$2,491,523
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,816
1.9%
Program Services $0
Investment Income $125,447
61.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $73,804
36.3%
Net Inventory Sales $0
Other Revenue $265
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,362,471
Total Liabilities $870,948
Net Assets $2,491,523

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$185,098
Expenses
$110,607
Net Income
$74,491
Net Assets
$2,659,493
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,265
2.3%
Program Services $0
Investment Income $108,144
58.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $72,560
39.2%
Net Inventory Sales $0
Other Revenue $129
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,276,052
Total Liabilities $616,559
Net Assets $2,659,493

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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