NonprofitsInvestment Management Education Alliance

Investment Management Education Alliance

NEEDHAM, MA

Total revenue

$937K

Total expenses

$569K

Net assets

$696K

Grants received

EIN

431578348

Tax year

2024

Mission

The mutual fund education alliance is the national trade association for mutual fund marketers and distributors, dedicated to providing its members with resources and information to help investors succeed financially by enhancing the public's awareness of the beneficial use of mutual funds.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$935K
Investment income$1K
Other revenue
Total revenue$937K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$569K
Total expenses$569K
Total assets$697K
Net assets$696K

People

37 listed

NameRoleCompensation

ALEX GARDNER

VICE PRESIDENT

Board

1 hrs/wk

AMY GREELEY

BOARD MEMBER

Board

1 hrs/wk

ANNE KVANBECK

BOARD MEMBER

Board

1 hrs/wk

ANNIE BROWN

VICE PRESIDENT

Board

1 hrs/wk

CHRIS FANKHAUSER

BOARD MEMBER

Board

1 hrs/wk

CHRIS O'CONNOR

BOARD MEMBER

Board

1 hrs/wk

DIANA DOWNEY

BOARD MEMBER

Board

1 hrs/wk

DONALD SANYA

BOARD MEMBER

Board

1 hrs/wk

DUSIN MCCARTY

BOARD MEMBER

Board

1 hrs/wk

ERIK SCHNEBERGER

BOARD MEMBER

Board

1 hrs/wk

FRANK PRIVITERA

BOARD MEMBER

Board

1 hrs/wk

HOLLY SCHOENFELDT

BOARD MEMBER

Board

1 hrs/wk

MILISA HUTCHINSON

BOARD MEMBER

Board

1 hrs/wk

JANE CONWAY

BOARD MEMBER

Board

1 hrs/wk

JESSICA FERNANDEZ

BOARD MEMBER

Board

1 hrs/wk

ED NINI

VICE PRESIDENT

Board

1 hrs/wk

JIM COVE

PRESIDENT

Board

1 hrs/wk

JOHN JACKSON

BOARD MEMBER

Board

1 hrs/wk

ROCCO BENEDETTO

VICE PRESIDENT

Board

1 hrs/wk

JOHN PAHMEIER

BOARD MEMBER

Board

1 hrs/wk

KATIE COWLEY

BOARD MEMBER

Board

1 hrs/wk

KEITH BERNARD

BOARD MEMBER

Board

1 hrs/wk

KEITHA KINNE

BOARD MEMBER

Board

1 hrs/wk

LESLIE CHECKMAN

BOARD MEMBER

Board

1 hrs/wk

MARK LIDSTONE

BOARD MEMBER

Board

1 hrs/wk

STEPHEN ZACK

BOARD MEMBER

Board

1 hrs/wk

MICHAEL CORRAO

BOARD MEMBER

Board

1 hrs/wk

MICHAEL REESE

BOARD MEMBER

Board

1 hrs/wk

MIKE TWOHIG

BOARD MEMBER

Board

1 hrs/wk

PAUL UHLMAN

BOARD MEMBER

Board

1 hrs/wk

KIMBERLY ROY

BOARD MEMBER

Board

1 hrs/wk

SHERRY O'CONNOR

BOARD MEMBER

Board

1 hrs/wk

TARA GIULIANO

BOARD MEMBER

Board

1 hrs/wk

TERESA NILSEN

PRESIDENT

Board

1 hrs/wk

TROY BEAVER

VICE - PRESIDENT

Board

1 hrs/wk

VICKI LESTER

BOARD MEMBER

Board

1 hrs/wk

ANDRE ARNOTT

BOARD MEMBER

Board

24 hrs/wk

Details

EIN431578348
Subsection06
Ruling date1991-09
Formed1991
Employees0
Volunteers0
INVESTMENT MANAGEMENT EDUCATION ALLIANCE — Mission, Financials & Grants Received | Grantivo