INVESTMENT MANAGEMENT EDUCATION ALLIANCE (EIN 431578348) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

KIMBER LINTZ

Phone

8165109534

Tax Period

2025-01-01 to 2025-12-31

INVESTMENT MANAGEMENT EDUCATION ALLIANCE, founded in 1991, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2025. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $404K, a strong 31% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,300,187

Investment Income $21,617

Other Revenue $0

TOTAL REVENUE $1,321,804

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $917,492

Other Expenses $917,492

TOTAL EXPENSES $917,492

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,321,804	$936,525	+0.4%
Expenses	$917,492	$568,984	+0.6%
Net Income	$404,312	$367,541	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX GARDNER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREW ARNOTT	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE KVANBECK	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNIE BROWN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS FANKHAUSER	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS O'CONNOR	BOARD MEMBER	1.00	Director	$0	$0	$0
LARA HOFFMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DONALD SANYA	BOARD MEMBER	1.00	Director	$0	$0	$0
DUSIN MCCARTY	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIK SCHNEBERGER	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK PRIVITERA	BOARD MEMBER	1.00	Director	$0	$0	$0
HOLLY SCHOENFELDT	BOARD MEMBER	1.00	Director	$0	$0	$0
MILISA HUTCHINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE CONWAY	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA FERNANDEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
ED NINI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JIM COVE	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN JACKSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ROCCO BENEDETTO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN PAHMEIER	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH BERNARD	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITHA KINNE	BOARD MEMBER	1.00	Director	$0	$0	$0
LESLIE CHECKMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK LIDSTONE	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL CORRAO	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL REESE	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE TWOHIG	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL UHLMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KIMBERLY ROY	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRY O'CONNOR	BOARD MEMBER	1.00	Director	$0	$0	$0
TARA GIULIANO	BOARD MEMBER	1.00	Director	$0	$0	$0
TERESA NILSEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
TROY BEAVER	VICE - PRESIDENT	1.00	Officer Director	$0	$0	$0
VICKI LESTER	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM MORELLI	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE FORD	BOARD MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,321,804	$917,492	$1,102,152	$404,312
2024	No data	No data	No data	No data
2023	$808,783	$701,739	$346,126	$107,044
2022	$890,651	$857,173	$369,513	$33,478
2021	$770,291	$823,093	$319,068	$-52,802
2019	$933,597	$1,041,120	$594,489	$-107,523

INVESTMENT MANAGEMENT EDUCATION ALLIANCE