INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION INC (EIN 841009166) - 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

1985

Legal Domicile

Principal Officer

SEAN WALTERS

Phone

3037703377

Tax Period

2024-01-01 to 2024-12-31

INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION INC, founded in 1985, is a mid-sized nonprofit that reported $18.7M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE INVESTMENT CONSULTING AND WEALTH MANAGEMENT EDUCATION & CREDENTIALING.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $17,074,628

Investment Income $1,588,404

Other Revenue $0

TOTAL REVENUE $18,663,032

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $6,863,878

Fundraising Expenses $0

Other Expenses $12,126,008

TOTAL EXPENSES $19,089,886

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,663,032	$16,645,103	+0.1%
Expenses	$19,089,886	$18,723,040	+0.0%
Net Income	$-426,854	$-2,077,937	-0.8%

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

Volunteers

225

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

$1,031,840

Total Directors

Key Employees

$708,917

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN WALTERS	CEO	40.00	Officer	$562,077	$146,070	$708,147
ANGELA LUTTERMAN	CFO/COO	40.00	Officer	$267,697	$55,996	$323,693
ROSS RISKIN	CLO	40.00	Key Emp	$240,984	$50,717	$291,701
JOHN WHITHAM	COO	40.00	Key Emp	$203,174	$29,822	$232,996
APRIL FERRELL	DIR. OF SALES & EXEC. DIR. FDTN	40.00	Highest	$203,130	$29,722	$232,852
ROBERT FRANKEL	DIR. OF CERTIF. & GEN. COUNSEL	40.00	Highest	$154,319	$42,749	$197,068
SANDRA GARCIA	CFO	40.00	Key Emp	$162,425	$21,795	$184,220
MICHAEL KURZ	DIRECTOR CERTIFICATION PROGRAMS	40.00	Highest	$148,434	$14,771	$163,205
COURTNEY SCHUBERT	DIR. MARKETING & MEMBERSHIP	40.00	Highest	$144,339	$18,413	$162,752
HANNAH WALDEN	DIRECTOR EDUCATION OPERATION	40.00	Highest	$136,721	$24,166	$160,887
CHRISTINE GAZE	CHAIR	1.00	Officer Director	$0	$0	$0
LIBET ANDERSON	VICE CHAIR, STANDARDS	1.00	Officer Director	$0	$0	$0
LAURIS LAMBERGS	VICE CHAIR, FINANCE	1.00	Officer Director	$0	$0	$0
NOEL PACARRO BROWN	VICE CHAIR, PROF. DEVELOPMENT	1.00	Officer Director	$0	$0	$0
DOROTHY BOSSUNG	PAST-CHAIR	1.00	Officer Director	$0	$0	$0
MOE ALLAIN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS BIDWELL	DIRECTOR	1.00	Director	$0	$0	$0
ANUJ GUPTA	DIRECTOR	1.00	Director	$0	$0	$0
DOUG HANSON	DIRECTOR	1.00	Director	$0	$0	$0
DESIREE MALDONADO	DIRECTOR	1.00	Director	$0	$0	$0
ROGER MUSSA	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM WALDERT	DIRECTOR	1.00	Director	$0	$0	$0
HATEM ZARROUK	DIRECTOR	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
2024	$18,663,032	$19,089,886	$29,745,295	$-426,854
2023	$16,645,103	$18,723,040	$29,801,201	$-2,077,937
2022	$14,047,577	$15,675,976	$29,295,721	$-1,628,399
2021	$13,414,601	$13,175,619	$30,192,603	$238,982
2020	$13,697,673	$11,912,412	$27,018,468	$1,785,261
2019	$14,811,037	$15,940,385	$23,617,503	$-1,129,348
2018	$14,841,911	$15,334,127	$23,431,805	$-492,216

INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION INC