EIN 84-1009166

Investments and Wealth Institute

IRS 501(c) type
501(c)(6)
Num. employees
56
Year formed
1985
Most recent tax filings
2022-12-01
NTEE code, primary
Description
Investments and Wealth Institute delivers world-class investment consulting and wealth management credentials, educational programs, certification, and meetings for professionals.
Also known as...
Investment Management Consultants Association
Total revenues
$14,047,577
2022
Total expenses
$15,675,976
2022
Total assets
$29,295,721
2022
Num. employees
56
2022

Program areas at Investments and Wealth Institute

Certification - administration of the organization's initial certification and recertification programs for the certified Investment Management analyst, the certified private Wealth advisor and the retirement Management advisor designation.
Membership - administration of the organization's member benefit programs which include communications and publications that support the Investment Management profession.
Meetings and conferences - administration of meetings and conferences that provide continuing education related to the Investment Management profession for the organization's members and the general public.

Grants made by Investments and Wealth Institute

GranteeGrant descriptionAmount
Investments and Wealth FoundationGeneral Support$200,000

Personnel at Investments and Wealth Institute

NameTitleCompensation
Sean WaltersChief Executive Officer$500,000
Angela LuttermanChief Financial Officer and Chief Operating Officer$299,140
John WhithamChief Operating Officer
Angie LuttermanChief Financial Officer
Cindy ChaifetzChief Marketing Officer / Director of Marketing$177,093
...and 25 more key personnel

Financials for Investments and Wealth Institute

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$13,365,940
Investment income and dividends$545,805
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$135,832
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$14,047,577

Form 990s for Investments and Wealth Institute

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990View PDF
2021-122022-11-15990View PDF
2020-122021-11-15990View PDF
2019-122021-06-24990View PDF
2018-122020-01-24990View PDF
...and 9 more Form 990s
Data update history
February 13, 2024
Updated personnel
Identified 16 new personnel
January 18, 2024
Updated personnel
Identified 5 new personnel
January 12, 2024
Posted financials
Added Form 990 for fiscal year 2022
December 29, 2023
Used new vendors
Identified 4 new vendors, including , , , and
July 16, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Employment organizationsProfessional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
EducationBusiness and industry
Characteristics
MembershipsOperates internationallyCommunity engagement / volunteeringProvides scholarships
General information
Address
5619 DTC Pkwy 600
Greenwood Village, CO 80111
Metro area
Denver-Aurora-Lakewood, CO
Website URL
investmentsandwealth.org/home 
Phone
(303) 770-3377
Twitter profile
@imca 
IRS details
EIN
84-1009166
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1985
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
611430: Professional and Management Development Training
Parent/child status
Central organization
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