Investment Management Consultants

Foundation · Grantmaker GREENWOOD VILLAGE, CO EIN: 84-1009166 Website

TO DELIVER THE PREMIER INVESTMENT CONSULTING AND WEALTH MANAGEMENT CREDENTIALS AND WORLD CLASS EDUCATIONAL OFFERINGS.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$29.7M

-0.2% YoY

Annual Giving

$100K

-50.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$100K

-50.0% YoY

About Investment Management Consultants

Based on IRS filings

Investment Management Consultants is a nonprofit organization, 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 grants totaling $100K. Net investment income was $1.6M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $500K (100%)

States

Colorado

Cities

Greenwood Village

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$29,745,295	$29,801,201	$29,295,721
Revenue	$18,663,032	$16,645,103	$14,047,577
Expenses	$19,089,886	$18,723,040	$15,675,976
Qualifying Distributions	—	—	—
Net Investment Income	$1,588,404	$390,484	$681,637
Distributable Amount	—	—	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

3 grants across all recorded years

Open Grants

1 open opportunity from Investment Management Consultants

Foundation

Karen Lee Richards Advancing Women in Finance Scholarship

INVESTMENT MANAGEMENT CONSULTANTS

Amount

$80,000 total ($4,000 per quarter)

Deadline

June 30, 2030

Quarterly

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Investments and Wealth Foundation ($100,000).

Recipient	Purpose	Amount
INVESTMENTS AND WEALTH FOUNDATION GREENWOOD VILLAGE, CO	GENERAL SUPPORT	$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
SEAN WALTERS	CEO	40	$562,077
ANGELA LUTTERMAN	CFO/COO	40	$267,697
ROSS RISKIN	CLO	40	$240,984
JOHN WHITHAM	COO	40	$203,174
APRIL FERRELL	DIR. OF SALES & EXEC. DIR. FDTN	40	$203,130
ROBERT FRANKEL	DIR. OF CERTIF. & GEN. COUNSEL	40	$154,319
SANDRA GARCIA	CFO	40	$162,425
MICHAEL KURZ	DIRECTOR CERTIFICATION PROGRAMS	40	$148,434
COURTNEY SCHUBERT	DIR. MARKETING & MEMBERSHIP	40	$144,339
HANNAH WALDEN	DIRECTOR EDUCATION OPERATION	40	$136,721
CHRISTINE GAZE	CHAIR	1	—
LIBET ANDERSON	VICE CHAIR, STANDARDS	1	—
LAURIS LAMBERGS	VICE CHAIR, FINANCE	1	—
NOEL PACARRO BROWN	VICE CHAIR, PROF. DEVELOPMENT	1	—
DOROTHY BOSSUNG	PAST-CHAIR	1	—
MOE ALLAIN	DIRECTOR	1	—
CHRIS BIDWELL	DIRECTOR	1	—
ANUJ GUPTA	DIRECTOR	1	—
DOUG HANSON	DIRECTOR	1	—
DESIREE MALDONADO	DIRECTOR	1	—
ROGER MUSSA	DIRECTOR	1	—
WILLIAM WALDERT	DIRECTOR	1	—
HATEM ZARROUK	DIRECTOR	1	—

Frequently Asked Questions

How large is Investment Management Consultants?

As of 2024, Investment Management Consultants holds $29.7M in total assets with $18.7M in annual revenue. It awarded 1 grants totaling $100K in 2024.

Where does Investment Management Consultants operate?

Investment Management Consultants has awarded grants in Colorado.

What size grants does Investment Management Consultants award?

In 2024, Investment Management Consultants awarded 1 grants totaling $100K — an average of about $100K per grant, based on its IRS Form 990 filings.

What is Investment Management Consultants's EIN?

Investment Management Consultants's EIN (Employer Identification Number) is 84-1009166. IRS Form 990 filing data is available on this page for 2020–2024.