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← IMA RESEARCH FOUNDATION INC

Form 990 for tax year 2022

Filed by IMA RESEARCH FOUNDATION INC.

Totals

Total revenue
$1,529
Total expenses
$104,895
Contributions and grants received
$1,529
Grants paid
$99,900
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$186,404
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$186,404
Program services expenses (Part IX)
$104,895
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$104,895

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JEFFREY THOMSON CMA CSCA CAE

    SECRETARY/TREASURER

    Total calculated
    $735,445
    From this org
    $0
    From related orgs
    $712,599
    Other
    $22,846
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $647,073 related
    Bonus
    $0 + $65,526 related
    Other
    $0
    Deferred
    $0 + $20,400 related
    Nontaxable benefits
    $0 + $2,446 related
    Filer's total
    $0 + $735,445 related

  • LOREAL JILES

    COMMITTEE STAFF LIAISON (THRU 12/22)

    Total calculated
    $235,565
    From this org
    $0
    From related orgs
    $218,475
    Other
    $17,090
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,332 related
    Bonus
    $0 + $19,143 related
    Other
    $0
    Deferred
    $0 + $8,966 related
    Nontaxable benefits
    $0 + $8,124 related
    Filer's total
    $0 + $235,565 related

  • GWEN VAN BERNE CMA

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 8 related

  • MICHAEL DEPRISCO

    SECRETARY/TREASURER (AS OF 04/23)

    Total calculated
    $0
    Hours/week
    0.5 + 39.5 related

  • RAEF LAWSON

    CHAIR (THRU 12/22)

    Total calculated
    $0
    Hours/week
    4

  • J STEPHEN MCNALLY CMA CPA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • RICHARD T BRADY CMA CGFM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • VAIRAM ARUNACHALAM

    INTERIM CHAIR (AS OF 01/23)

    Total calculated
    $0
    Hours/week
    4

  • QI SUSIE DUONG

    COMMITTEE STAFF LIAISON (AS OF 1/23)

    Total calculated
    $0
    Hours/week
    0.5

  • RUSS PORTER CMA CFM CSCA

    CFO

    Total calculated
    $431,518
    From this org
    $0
    From related orgs
    $411,194
    Other
    $20,324
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $381,269 related
    Bonus
    $0 + $29,925 related
    Other
    $0
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $8,124 related
    Filer's total
    $0 + $431,518 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE CEO AND CFO OF THE CONTROLLING AFFILIATE (INSTITUTE OF MANAGEMENT ACCOUNTANTS, INC.) ARE OFFICERS OF THE ENTITY AND THE CEO IS THE SECRETARY/TREASURER. COMPENSATION OF OFFICERS, IF ANY, ARE REVIEWED AND APPROVED BY INDEPENDENT MEMBERS OF THE CONTROLLING AFFILIATE'S BOARD ANNUALLY AFTER REVIEW OF COMPARABLE DATA AND DELIBERATION MEETINGS ARE CONTEMPORANEOUSLY RECORDED.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • IMA SERVICES INC (IMAS)

    C · EDUCATION SERVICE · NJ

    Directly controlled by IMA

  • BEIJING IMA MANAGEMENT CONSULTING LTD

    C · EDUCATION SUPPORT SERVICE · CH

    Directly controlled by IMAS

  • INST OF MGMT ACCTS INDIA PRIVATE LTD

    C · EDUCATION SUPPORT SERVICE · IN

    Directly controlled by ICMA

  • IMA SOUTH EAST ASIA PTE LTD

    C · EDUCATION SUPPORT · SN

    Directly controlled by IMA

  • IMA EGYPT FOR CONSULTANCY

    C · EDUCATION SUPPORT · EG

    Directly controlled by IMAICMA

  • IMA ARABIA

    C · EDUCATION SUPPORT · SA

    Directly controlled by IMA

Provenance

Return type
form_990
Tax year
2022
Filed
30 April 2024
IRS schema version
2022v5.0
Source object
202421219349302027

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