EIN 04-9033006

Association of Investment Management Sales Executives (AIMSE)

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Year formed
1977
Most recent tax filings
2022-12-01
NTEE code, primary
Description
The AIMSE mission is to provide an educational forum for those employed in the investment management sales and marketing services profession worldwide.
Total revenues
$1,309,261
2022
Total expenses
$1,468,182
2022
Total assets
$865,538
2022
Num. employees
0
2022

Program areas at AIMSE

Educate our members on ethical and professional standards in the Investment Management Sales and marketing services. Also improve their skills to help them adapt to a changing marketplace. This is accomplished through annual conferences, meetings, and newsletters.

Grants made by AIMSE

GranteeGrant descriptionAmount
Robert Toigo FoundationProvide Scholarships To Foster the Career Advancement and Increased Leadership of Underrepresented Talent By Creating Mechanisms for Greater Inclusion From the Classroom To the Boardroom.$30,000

Personnel at AIMSE

NameTitleCompensation
Christa MaxwellTreasurer$0
Miriam TaiEmeritus President$0
Anthony BuscemiVice President$0
Matthew A PawlakTreasurer$0
Adam GerentinePresident$0
...and 6 more key personnel

Financials for AIMSE

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$1,304,480
Investment income and dividends$4,781
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,309,261

Form 990s for AIMSE

Fiscal year endingDate received by IRSFormPDF link
2022-122023-09-07990View PDF
2021-122022-05-04990View PDF
2020-122021-11-12990View PDF
2019-122021-06-08990View PDF
2018-122019-12-20990View PDF
...and 11 more Form 990s
Data update history
November 7, 2023
Posted financials
Added Form 990 for fiscal year 2022
October 30, 2023
Updated personnel
Identified 2 new personnel
October 24, 2023
Used new vendors
Identified 2 new vendors, including , and
June 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 21, 2023
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsManagement and technical assistanceNo full-time employees
General information
Address
11130 Sunrise Valley Dr 350
Reston, VA 20191
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
Website URL
aimse.org/ 
Phone
(703) 234-4098
IRS details
EIN
04-9033006
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1977
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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