Investment Management Consultants Association Inc
To deliver the premier investment consulting and wealth management credentials and world class educational offerings.
Investment Management Consultants Association Inc at a glance
In short: Investment Management Consultants Association Inc gave $100K across 1 grant in 2024 (avg $100K), mostly in Colorado. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $100,000
- -50.0% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $100,000
- -50.0% vs 2023
- Median grant
- $100,000
- Total assets
- $29,745,295
- -0.2% vs 2023
- Primary geography
- Colorado (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
How to apply to Investment Management Consultants Association Inc
- Next open deadline
- June 30, 2030 (Karen Lee Richards Advancing Women in Finance Scholarship)
Open Grants
1 open opportunity from Investment Management Consultants Association Inc
Who Investment Management Consultants Association Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Investments and Wealth Foundation ($100K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2024, annual grant giving ranged from $100K (2024) to $200K (2023). In 2024 it made 1 grant totaling $100K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Investments and Wealth Foundation Greenwood Village, CO | General Support | $100,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $29,745,295 | $18,663,032 | $19,089,886 | $100,000 | 1 | $1,588,404 |
| 2023 | $29,801,201 | $16,645,103 | $18,723,040 | $200,000 | 1 | $390,484 |
| 2022 | $29,295,721 | $14,047,577 | $15,675,976 | $200,000 | 1 | $681,637 |
| 2021 | $30,192,603 | $13,414,601 | $13,175,619 | — | — | $869,613 |
| 2020 | $27,018,468 | $13,697,673 | $11,912,412 | — | — | $1,139,599 |
About Investment Management Consultants Association Inc
Based on IRS filings
Investment Management Consultants Association Inc is a public charity, based in Greenwood Village, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $29.7M in total assets. In 2024, it awarded 1 grant totaling $100K. Net investment income was $1.6M.
Leadership & Key People
Officers and directors from IRS filings
Investment Management Consultants Association Inc is led by Sean Walters, CEO since 2024 (on filings since 2020); 10 of 23 officers listed in 2024 are compensated.
Officers on the 2024 filing
Sean Walters
CEO
CEO & Executive Director → CEO, 2024
On filings since 2020
40 hrs/week
$575K (2020) → $562K (2024)
April Ferrell
Director of Sales & Executive Director Fdtn
New on the 2024 filing
40 hrs/week
$203K (2024)
Christine Gaze
Chair
Secretary → Vice Chair & Professional Development, 2022
Vice Chair & Professional Development → Chair, 2024
On filings since 2020
1 hr/week
No compensation reported
Michael Kurz
Director Certification Programs
Director of Programs → Director Certification Programs, 2024
On filings since 2023
40 hrs/week
$158K (2023) → $148K (2024)
Robert Frankel
Director of Certif. & General Counsel
General Counsel → Director of Certif. & General Counsel, 2024
On filings since 2023
40 hrs/week
$154K (2023) → $154K (2024)
Courtney Schubert
Director Marketing & Membership
New on the 2024 filing
40 hrs/week
$144K (2024)
Hannah Walden
Director Education Operations
New on the 2024 filing
40 hrs/week
$137K (2024)
Chris Bidwell
Director
On filings since 2020
1 hr/week
No compensation reported
Desiree Maldonado
Director
On filings since 2020
1 hr/week
No compensation reported
Doug Hanson
Director
On filings since 2022
1 hr/week
No compensation reported
Hatem Zarrouk
Director
On filings since 2022
1 hr/week
No compensation reported
Anuj Gupta
Director
New on the 2024 filing
1 hr/week
No compensation reported
Moe Allain
Director
New on the 2024 filing
1 hr/week
No compensation reported
Roger Mussa
Director
New on the 2024 filing
1 hr/week
No compensation reported
William Waldert
Director
New on the 2024 filing
1 hr/week
No compensation reported
Angela Lutterman
CFO & COO
CFO & COO → CFO, 2023
CFO → CFO & COO, 2024
On filings since 2020
40 hrs/week
$245K (2020) → $268K (2024)
Ross Riskin
Clo
Clo → Chief Learning Officer, 2023
Chief Learning Officer → Clo, 2024
On filings since 2022
40 hrs/week
$154K (2022) → $241K (2024)
John Whitham
COO
On filings since 2023
40 hrs/week
$173K (2023) → $203K (2024)
Sandra Garcia
CFO
New on the 2024 filing
40 hrs/week
$162K (2024)
Dorothy Bossung
Past-Chair
Vice Chair → Chair, 2022
Chair → Past-Chair, 2024
On filings since 2020
1 hr/week
No compensation reported
Noel Pacarro Brown
Vice Chair & Prof. Development
Director → Vice Chair & Prof. Development, 2024
On filings since 2020
1 hr/week
No compensation reported
Lauris Lambergs
Vice Chair & Finance
Director → Vice Chair & Finance, 2024
On filings since 2021
1 hr/week
No compensation reported
Libet Anderson
Vice Chair & Standards
Vice Chair & Finance → Vice Chair & Standards, 2024
On filings since 2022
1 hr/week
No compensation reported
Former officers (22)
- Former: Brian Konish (2020–2023) — Director
- Former: Lara Davies (2020–2023) — Director of Sales Operations
- Former: Scott Welch (2020–2023) — Vice Chair & Standards
- Former: Todd Wagenberg (2020–2023) — Past Chair
- Former: Deidre Waltz (2022–2023) — Director
- Former: Allison Edmondson (2023) — Director of Communications
- Former: Michael Mastey (2023) — Director of Sales
- Former: Timothy Whiting (2023) — Chief Revenue Officer
- Former: Cindy Chaifetz (2020–2022) — CMO
- Former: Jamie Lewis (2020–2022) — Director of Information Technology
- Former: Rob Frankel (2020–2022) — General Counsel
- Former: Tim Whiting (2020–2022) — Cro & Managing Dr of Sales
- Former: Mike Kurz (2021–2022) — Director of Programs
- Former: Elissa Motley (2022) — Director of Human Resources
- Former: Brian Ullsperger (2020–2021) — Director
- Former: Charles Strickland (2020–2021) — Associate Director of Information Systems Security
- Former: Chris Wright (2020–2021) — Director of Professional Development
- Former: Devin Ekberg (2020–2021) — Clo
- Former: Elizabeth Anderson (2020–2021) — Director
- Former: Kelly Walsh (2020–2021) — Director
- Former: Kevin Sanchez (2020–2021) — Director
- Former: Keith Clemens (2020) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $562K, to Sean Walters (CEO). 10 officers or directors reported compensation on that filing.
Frequently asked questions about Investment Management Consultants Association Inc
How much does Investment Management Consultants Association Inc give each year?
Investment Management Consultants Association Inc gave $100K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $200K across 1 grant.
How large is Investment Management Consultants Association Inc?
Investment Management Consultants Association Inc reported $29.7M in total assets on its 2024 IRS Form 990. Its revenue that year was $18.7M.
Where does Investment Management Consultants Association Inc operate?
Investment Management Consultants Association Inc has awarded grants in Colorado.
What is Investment Management Consultants Association Inc's EIN?
Investment Management Consultants Association Inc's EIN (Employer Identification Number) is 84-1009166. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 11, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
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Browse active grant opportunities in Investment Management Consultants Association Inc's focus areas in our free grants database
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