Investment Management Education Alliance

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 431578348 ✦ Needham, MA ✦ Designated as a 501(c)(6)

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Overview

What is Investment Management Education Alliance?

The Investment Management Education Alliance, abbreviated as MFEA, is a prominent national trade organization situated in the United States. Its primary mission is to bolster the investment management industry's ability to cater effectively to investors and financial advisors. MFEA aids its members by providing them with a wealth of resources and information, aiming to enhance the public's understanding of the advantages of mutual funds. By doing so, it aspires to contribute to investors' financial success. The association is committed to fostering improvements in the investment management industry's service to its clients.


Official website here: www.imealliance.com

Is Investment Management Education Alliance legitimate?

Investment Management Education Alliance is a legitimate nonprofit organization registered as a 501(c)(6) entity. Investment Management Education Alliance submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.imealliance.com

What is the mission statement of Investment Management Education Alliance?

The Investment Management Education Alliance, as a national trade association, is committed to supporting mutual fund marketers and distributors. Their primary objective is to provide resources and information aimed at enhancing investors' financial success by boosting the public's awareness of the beneficial use of mutual funds. The organization's mission is to fortify the investment management industry's methods of serving investors and advisors. They strive to strengthen their members' capabilities, ultimately benefiting both the industry professionals and the investing public.


Official website here: www.imealliance.com

What is the revenue of Investment Management Education Alliance?

Investment Management Education Alliance's revenue in 2023 was $808,783.


Official website here: www.imealliance.com

Who are the executives of Investment Management Education Alliance and what are their salaries?

Here are 39 key members and their salaries:


Alex Gardner (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Amy Greeley (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Anne Kvanbeck (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Annie Brown (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Charles Melanie (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chris Fankhauser (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chris O'Connor (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dave Master (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Diana Downey (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Donald Sanya (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Eric Bergeson (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Erik Schneberger (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Frank Privitera (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Holly Schoenfeldt (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jaclyn Hurst (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jane Conway (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jessica Fernandez (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jill Brown (Secretary/Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jim Cove (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Jackson (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Mcdonough (Executive Committee Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Pahmeier (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Katie Cowley (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Keith Bernard (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Keitha Kinne (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Leslie Checkman (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mark Lidstone (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matthew Brenner (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Corrao (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Reese (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mike Twohig (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Paul Uhlman (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ronice Barlow (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sherry O'Connor (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tara Giuliano (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Teresa Nilsen (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Troy Beaver (Vice - President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Vicki Lester (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andre Arnott (President)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.imealliance.com

Where can I find the form 990 for Investment Management Education Alliance?

Investment Management Education Alliance's most recent form 990 was submitted in 2023 and can be accessed here.


Official website here: www.imealliance.com

Learn more at the official website: www.imealliance.com

Mission Statement of Investment Management Education Alliance

The Investment Management Education Alliance, often referred to as MFEA, is a national organization that serves as a trade association for mutual fund marketers and distributors. With a mission centered around its members, this alliance aims to provide them with resources and information to enhance investor success by increasing public awareness of the beneficial use of mutual funds. The primary goal of MFEA is to strengthen the ways in which the investment management industry serves investors and advisors. By doing so, they strive to support the growth and prosperity of individuals in their financial endeavors.

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Impact




October, 2024

The Investment Management Education Alliance plays a significant role in enhancing the financial literacy and awareness of mutual funds among investors and advisors. By serving as a national trade association for mutual fund marketers and distributors, it provides vital resources and information that empower its members to better serve their clients.

Through educational initiatives and advocacy, the Alliance helps to improve public understanding of the advantages of mutual fund investments, ultimately contributing to more informed financial decisions. This focus strengthens the overall investment management industry, fostering trust and fostering sustainable growth within the community. By emphasizing best practices and encouraging open communication, the Alliance not only supports advisors in their roles but also enhances the investment experience for individuals, leading to improved financial outcomes for many.




This information is meant to be a general summary of Investment Management Education Alliance. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$808,783 (2023)
Expenses
$701,739 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $2,895
  • Program Service Revenue: $805,888
  • Gross Receipts: $808,783

Assets and Liabilities:

  • Total Assets: $369,513
  • Total Liabilities: $158,149
  • Net Assets: $211,364

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

MEMBERSHIP DUES

Revenue

$571,827

SEMINARS

Revenue

$142,160

CORPORATE PARTNERS

Revenue

$69,401

CORPORATE SPONSORSHIP

Revenue

$22,500

Organization Details

Founding Year

1991

Principal Officer

Brian Smith

NTEE Category

Code: S41 - Community improvement

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