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Investment Management Consultants ASSN INC

Trade
DBA: ASSOCIATION INC
Trade Association · GREENWOOD VLG, CO · EIN 84-1009166

About

To deliver the premier investment consulting and wealth management credentials and world class educational offerings.

DBA Association INC

Donations are NOT tax-deductible
Category
Trade Association
Employees
54
Volunteers
225

Financial Snapshot

FY ending 2024-12-31
Revenue
$18.7M
Expenses
$19.1M
Assets
$29.7M
Liabilities
$13.7M

Financial history

$19.1M$9.5M$0
161718192021222324
RevenueExpenses
Latest FY2024: $18.7M · Avg: $15.2M

Foreign activity (Schedule F)

Total spent abroad$21K
Foreign employees0
Foreign offices0
Foreign partnership interestNo
Foreign trust interestNo
RegionActivitySpent
NORTH AMERICA——
EAST ASIA AND THE PACIFIC——

Political & Grant Activity

Campaign Spending
$0
Lobbying
—
Grants Given
—
INVESTMENT MANAGEMENT CONSULTANTS ASSN INC
Your actions

Address

5619 DTC PKWY STE 600
Greenwood VLG, CO, 80111-304

Governance

Voting board members13
Independent members13
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Compensation committeeYes
Used comp surveyYes
Board approved compYes
Public records
ProPublica Nonprofit Explorer ↗
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search ↗
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.