Institute of Management Accountants Inc

Public charity · Grantmaker Montvale, NJ EIN: 22-2659674

To provide a forum for research, practice development, education, knowledge sharing and the advocacy of the highest ethical and best business practices in management acct & finance.

Institute of Management Accountants Inc at a glance

In short: Institute of Management Accountants Inc gave $123K across 3 grants in 2025 (avg $41K), mostly in New Jersey. Source: 2025 IRS Form 990.

Annual giving (2025)
$122,689
-5.4% vs 2024
Grants made (2025)
3
+50.0% vs 2024
Average grant
$40,896
-36.9% vs 2024
Median grant
$10,000
Total assets
$53,504,570
+15.5% vs 2024
Primary geography
New Jersey (87% of itemized 2025 grant dollars)
Latest 990 filing
Form 990, 2025 View filing

Data from IRS Form 990, 2025; updated September 2026.

Who Institute of Management Accountants Inc funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Institute of Management Accountants Memorial Education Fund Inc: $107KInstitute of ManagementAccountants Memorial…$107KEducational Foundation for Women in Accounting: $10KEducational Foundation forWomen in Accounting$10KAppalachian State Univ: $6KAppalachian State Univ$6K

The largest 2025 recipient was Institute of Management Accountants Memorial Education Fund Inc ($107K). Together the top 3 received $123K.

Grant Size Distribution

14 grants across all recorded years

9<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 14 (64%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

MontvaleLakewood RanchAshlandBooneCincinnatiLafayetteNew York

How Institute of Management Accountants Inc gives

  • Giving held roughly steady from 2022 to 2025 (+3%). Method

From the foundation's IRS Form 990 filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2019 3 grants2020 2 grants2021 3 grants2022 4 grants2023 2 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $114K (2021) to $141K (2023). In 2025 it made 3 grants totaling $123K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Institute of Management Accountants Memorial Education Fund Inc Montvale, NJUnrestricted Support of Org Mission$107,189
Educational Foundation for Women in Accounting Cincinnati, OHSponsorship/Awards$10,000
Appalachian State Univ Boone, NCScholarship/Awards$5,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$53,504,570$24,832,517$16,210,073$122,6893$3,199,302
2024$46,318,464$20,410,946$19,704,264$129,6292$1,152,618
2023$47,304,030$20,826,836$23,034,626$140,6894$1,034,292
2022$56,534,906$21,584,629$27,498,065$118,5843$1,369,738
2021$73,087,120$24,203,073$23,273,516$113,5922$1,007,126
2020$66,070,856$22,842,202$22,436,500$124,5713$769,965
2019$62,832,710$22,603,144$20,656,796$117,7961$719,078

About Institute of Management Accountants Inc

Based on IRS filings

Institute of Management Accountants Inc is a public charity focused on Community Improvement & Capacity Building, based in Montvale, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $53.5M in total assets. In 2025, it awarded 3 grants totaling $123K. Net investment income was $3.2M.

Leadership & Key People

Officers and directors from IRS filings

Institute of Management Accountants Inc is led by Michael Deprisco, President & CEO on every filing since 2023; 7 of 43 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Michael Deprisco

    President & CEO

    On filings since 2023

    39 hrs/week

    $544K (2024) → $803K (2025)

  • Sunil S. Deshmukh Cma Cbm

    Chair

    Director → Chair, 2025

    On filings since 2022

    6 hrs/week

    No compensation reported

  • Anthony N. Caspio Cma

    Director

    On filings since 2019

    4 hrs/week

    No compensation reported

  • Brad Ledford Cma CPA

    Director

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Roopa Venkatesh Cma

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Brigitte De Graaf Cma

    Director

    On filings since 2021

    4 hrs/week

    No compensation reported

  • Charles R. Wright Cmacgmacpa

    Director

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Ping Lu Cma Acca

    Director

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Qing Zhu Cma Csca

    Director

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Rinku Bhattacharya Cmacpa

    Director

    On filings since 2021

    4 hrs/week

    No compensation reported

  • Yi Zhang Cma

    Director

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Srikrishna Mankal Cma

    Director

    Director & Non-Voting → Director, 2024

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Tony Sheung Fai Kam Cma

    Director

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Ahmed Hassan Cma

    Director

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Ali Fatih Dalkiliccmacscacia

    Director

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Dana C. Riesscmacfmcpacpim

    Director

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Deborah C. Michalowski CPA

    Director

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Eric L. Lenard Cma Cfm

    Director

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Femke Aarts Cma Cfe

    Director

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Gerald T. Ratiganjrcmacsca

    Director

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Hessel H. F. Brouwer Cma

    Director

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Pamela R. Hoganscmacsca CPA

    Director

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Patti A. Humble Cma Cfm CPA

    Director

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Javvadi H. Rao Cma Cfm Cia

    Director

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Qinghua Liu

    Director

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Yasmin M. El Gibaly Cma

    Director

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Akomu Omoye Okoh Cma Csca Ca

    Director & Non-Voting

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Elhadi E. Elimam Cma

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Florence Bell Cma

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • James R. Tilk Cma CPA

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • James Tadewald Cmacfmcfecia

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Joscel Barrio Delos Cielos Cma

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Min Han

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Prakash Rajancmacpacgmaca

    Director

    New on the 2025 filing

    4 hrs/week

    No compensation reported

  • Sarvottam Suhas Rege Cma

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Ellen Gurevich Cae

    Vice President

    On filings since 2021

    20 hrs/week

    $211K (2021) → $302K (2025)

  • Patricia Stefanczyk Cae

    Vice President

    On filings since 2021

    20 hrs/week

    $201K (2021) → $271K (2025)

  • Christine Millaway CPA

    Senior Vice President & CFO

    On filings since 2024

    38.5 hrs/week

    $144K (2024) → $386K (2025)

  • Jackie Oppenheim

    Vice President

    On filings since 2024

    20 hrs/week

    $229K (2024) → $292K (2025)

  • Dianna Steinbach

    Chief Growth & Mktg. Officer

    New on the 2025 filing

    20 hrs/week

    $302K (2025)

  • Travis Willard

    Senior Vice President

    New on the 2025 filing

    20 hrs/week

    $336K (2025)

  • Richard T. Brady Cma Cgfm

    Chair Emeritus

    Chair Elect → Chair, 2024

    Chair → Chair Emeritus, 2025

    On filings since 2019

    4 hrs/week

    No compensation reported

  • Peter J. Dolancmacfmcscacpa

    Chair Elect

    Director → Chair Elect, 2025

    On filings since 2021

    4 hrs/week

    No compensation reported

Former officers (116)
  • Former: Di Wu Cma CPA (2019–2024) — Director
  • Former: Fatema Elzahraa El Wakeel Cma (2019–2024) — Director
  • Former: Jeffrey Thomson Cma Csca Cae (2019–2024) — Former President & CEO
  • Former: Charles R. Wrightcmacgmacpa (2020–2024) — Director
  • Former: Gwen Van Berne Cma (2020–2024) — Chair Emeritus
  • Former: Bernice Jenkins Cma CPA (2021–2024) — Director
  • Former: Derek Alan Fuzzellcmacscacpa (2021–2024) — Director
  • Former: Jaywardhan Semwal Cma (2021–2024) — Director
  • Former: Laurie A. Bergman Cma CPA (2021–2024) — Director
  • Former: Russ Porter Cma Cfm Csca (2022–2024) — Senior Vice President & CFO
  • Former: Zhanguang Di Cma (2022–2024) — Director
  • Former: Joscel Barrio Delos Cielos Cma Csca (2023–2024) — Director
  • Former: Lisa Beaudoin (2024) — Senior Director
  • Former: Miaomiao Tian (2024) — Senior Director
  • Former: Michael J. Phillips Cma Cfm (2024) — Director
  • Former: J. Stephen McNally Cma CPA (2019–2023) — Chair Emeritus
  • Former: Catherine B. Long Cma (2020–2023) — Director
  • Former: Padraig Hare Cae Cgeit (2021–2023) — Vice President
  • Former: Jane E. Karli Cma (2022–2023) — Director
  • Former: Loreal Jiles (2022–2023) — Vice President
  • Former: Javvadi H. Rao Cma Cfm Cia Fcma (2023) — Director
  • Former: Michael J. Phillips Cma Cfm Ctp (2023) — Director
  • Former: Steve Shannon (2023) — Director
  • Former: Brad J. Monterio (2019–2022) — Director
  • Former: Doreen Remmen Cma Csca Cae (2019–2022) — Senior Vice President & CFO
  • Former: Gopinath R. R. Mallipatna Cma (2019–2022) — Director
  • Former: Paul E Juras CMA CPA (2019–2022) — Chair Emeritus
  • Former: Raef Lawson (2019–2022) — Vice President
  • Former: Alan J. Kreimer CPA (2020–2022) — Director
  • Former: Atul Kumar Agarwal Cma Fcma (2021–2022) — Director
  • Former: Deborah Warner Cae Cplp (2021–2022) — Vice President
  • Former: Karmin Bailey Cma (2021–2022) — Director
  • Former: Kay Lap Caleb Yan Cma (2021–2022) — Director
  • Former: Mandoria Johnston Cma CPA (2021–2022) — Director
  • Former: Maria D. D. Alonso Sanchez Cma (2021–2022) — Director
  • Former: Natalia N. Maslovacmactppmp (2021–2022) — Director
  • Former: Rodney W. Kochcmacscapmpccp (2021–2022) — Director
  • Former: Mohamad Bachar Saidi Cma Acma Indi (2022) — Director
  • Former: Christian Cuzik Cma (2019–2021) — Chair Emeritus
  • Former: Jennifer A. Mercer Cma (2019–2021) — Director
  • Former: Joshua S. Atlas Cma Cfm Cfe (2019–2021) — Director
  • Former: Lisa M. Book Cma Cfm Csca (2019–2021) — Director
  • Former: Olga Konatska Cma (2019–2021) — Director
  • Former: Virginia D. White Cma (2019–2021) — Former Chair Emeritus
  • Former: Bhavesh Shah Cma (2020–2021) — Director
  • Former: Esteban J. Quiros Cma (2020–2021) — Director
  • Former: Himanshu Rai Cma (2020–2021) — Director
  • Former: Liv A. Watson (2020–2021) — Director
  • Former: Nancy A. Zaworski Cma (2020–2021) — Director
  • Former: Penny S. Weller Cma (2020–2021) — Director
  • Former: Susan J. Bosch Cma (2020–2021) — Director
  • Former: Amanda J. Bernard Cmacpacfe (2021) — Director
  • Former: Ammr Kurdi Cma (2021) — Director
  • Former: Ashley B. Gibson Cmacscacpa (2021) — Director
  • Former: Dana C. Riess Cmacfmcpacpimc (2021) — Director
  • Former: Maryvalerie Reeves Cmacpacgmacia (2021) — Director
  • Former: Rick S. Thompson Cma Cfm CPA (2021) — Director
  • Former: Setha Menon Cma (2021) — Director
  • Former: Tanya D. Shell Cma Csca CPA (2021) — Director
  • Former: Zenichiro Ishibashi Cma Cfm (2021) — Director
  • Former: Alex Eng CMA CFM CPA (2019–2020) — Former Chair Emeritus
  • Former: David P Dimare CMA CPA (2019–2020) — Director
  • Former: Deborah Warner (2019–2020) — Vice President
  • Former: Derek Fuzzell CMA CSCA CPA (2019–2020) — Director
  • Former: Ellen Gurevich (2019–2020) — Vice President
  • Former: James C Horsch CMA CFM CAE (2019–2020) — Director
  • Former: John K Exline CMA CPA (2019–2020) — Director
  • Former: Jong-Moon Choi CMA CPA (2019–2020) — Director
  • Former: Lara Jarvis CMA CSCA (2019–2020) — Director
  • Former: Leroy E Pennock CMA (2019–2020) — Director
  • Former: Padraig Hare (2019–2020) — Vice President
  • Former: Robert H Mars CMA (2019–2020) — Director
  • Former: Timothy P Trout (2019–2020) — Director
  • Former: V Marcine Johnson CPA (2019–2020) — Director
  • Former: Amanda J. Bernardcmacpacfe (2020) — Director
  • Former: Ammr K Kurdi (2020) — Director
  • Former: Ashley B GibsonCMACSCACPA (2020) — Director
  • Former: Dana CRiessCMACFMCPACPIMCSCP (2020) — Director
  • Former: Fatema Elzahraa El Wakeelcma (2020) — Director
  • Former: Gaby ALahoudCMACSCACFAPMP (2020) — Director
  • Former: Hussain MZainalCMACSCACIACFE (2020) — Director
  • Former: Joshua S AtlasCMACFMCFE (2020) — Director
  • Former: Kathy Williams (2020) — Vice President
  • Former: Kristina LMerrillCMACSCACPA (2020) — Director
  • Former: Mark E Becker CMA (2020) — Director
  • Former: Patricia Wwynncmacscacpacgma (2020) — Director
  • Former: Rick SThompsonCMACFMCPACIACTP (2020) — Director
  • Former: Rodney WKochCMACSCACCPPMP (2020) — Director
  • Former: Tanya DShellCMACSCACPA (2020) — Director
  • Former: Zenichiro IshibashiCMACFMCSCACP (2020) — Director
  • Former: A J Kreimer CPA (2019) — Director
  • Former: Anthony P Pencek CPA (2019) — Director
  • Former: Ashley B Gibson CMA CPA (2019) — Director
  • Former: Balaji RangaswamyCMAACMACA (2019) — Director
  • Former: Christina Brown CMA (2019) — Director
  • Former: David W Skora CMA CFM (2019) — Director
  • Former: Gaby A Lahoud CMA CFA PMP (2019) — Director
  • Former: Hussain M Zainal CMA CSCA (2019) — Director
  • Former: James A Williams CPA (2019) — Director
  • Former: Kristina L Merrill CMA CPA (2019) — Director
  • Former: Lisa M Book CMA CFM (2019) — Director
  • Former: Lydia M Washington CPA CGMA (2019) — Director
  • Former: Marc P Palker CMA RTRP (2019) — Former Chair Emeritus
  • Former: Nancy C McCleary CPA (2019) — Director
  • Former: Patricia Stefanczyk (2019) — Vice President
  • Former: Patrick J Stroh CMA (2019) — Director
  • Former: Rachel M Saunders CMA (2019) — Director
  • Former: Rick S Thompson CMA CFM CPA CIA (2019) — Director
  • Former: Rodney W Koch CMA CCP PMP (2019) — Director
  • Former: Rosemary Amato CMA CPA CISA (2019) — Director
  • Former: Susan E Bos CMA CPA CFE (2019) — Director
  • Former: Tanya D Shell CMA CPA (2019) — Director
  • Former: Tashee N Singleton (2019) — Director
  • Former: Ted J Takamura CPA CFE (2019) — Director
  • Former: XiaoXiao Zhu CMA (2019) — Director
  • Former: Ye Yang CMA (2019) — Director

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Michael Deprisco — President & CEO: $803KMichael DepriscoPresident & CEO$803KChristine Millaway CPA — Sr Vice President & CFO: $386KChristine Millaway CPASr Vice President & CFO$386KTravis Willard — Sr Vice President: $336KTravis WillardSr Vice President$336KDianna Steinbach — Chief Growth & MKTG. Officer: $302KDianna SteinbachChief Growth & MKTG. Officer$302KEllen Gurevich CAE — Vice President (Thru 01/25): $302KEllen Gurevich CAEVice President (Thru 01/25)$302KJackie Oppenheim — Vice President: $292KJackie OppenheimVice President$292KPatricia Stefanczyk CAE — Vice President: $271KPatricia Stefanczyk CAEVice President$271K

The highest reported compensation on the 2025 filing was $803K, to Michael Deprisco (President & CEO). 7 officers or directors reported compensation on that filing.

Frequently asked questions about Institute of Management Accountants Inc

How much does Institute of Management Accountants Inc give each year?

Institute of Management Accountants Inc gave $123K across 3 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $130K across 2 grants.

What is Institute of Management Accountants Inc's typical grant size?

Institute of Management Accountants Inc's median grant in 2025 was $10,000, and its average grant was $40,896, across 3 grants on its 2025 IRS Form 990.

Where does Institute of Management Accountants Inc give grants?

Institute of Management Accountants Inc gives mostly in New Jersey: 87% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was Ohio (8%).

Does Institute of Management Accountants Inc give general operating support?

Yes: 33% of Institute of Management Accountants Inc's 2025 grants with a stated purpose (1 of 3) were for general or operating support, per its 2025 IRS Form 990.

How large is Institute of Management Accountants Inc?

Institute of Management Accountants Inc reported $53.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $24.8M.

What is Institute of Management Accountants Inc?

Institute of Management Accountants Inc is a public charity focused on Community Improvement & Capacity Building, based in Montvale, NJ. It holds $53.5M in total assets as of 2025.

What is Institute of Management Accountants Inc's EIN?

Institute of Management Accountants Inc's EIN (Employer Identification Number) is 22-2659674. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS March 30, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS February 11, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS March 22, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS April 30, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS April 17, 2025)
  6. Added Form 990 for fiscal year 2019 (received by the IRS July 7, 2020)
  7. Added Form 990 for fiscal year 2025 (received by the IRS April 24, 2026)
  8. IRS filings on file for fiscal years 2020–2024

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Figures come from Institute of Management Accountants Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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