INVESTMENT MANAGEMENT EDUCATION ALLIANCE Charity Report

Public IRS 990 nonprofit record

INVESTMENT MANAGEMENT EDUCATION ALLIANCE

EIN 43-1578348 · Chambers of Commerce & Business Leagues (S41)

What they do

THE MUTUAL FUND EDUCATION ALLIANCE is THE NATIONAL TRADE ASSOCIATION for MUTUAL FUND MARKETERS and DISTRIBUTORS, DEDICATED to PROVIDING ITS MEMBERS WITH RESOURCES and INFORMATION to HELP INVESTORS SUCCEED FINANCIALLY BY ENHANCING THE PUBLICS AWARENESS of THE BENEFICIAL USE of MUTUAL FUNDS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $100.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders36 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

69.41%of revenue went to mission work100.0% of expenses · Program services

$69.41spent for every $100 of revenueRevenue covered expenses this year.

$1.20in assets for every $1 spent this yearSome assets cannot be spent right away.

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What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$1,321,804

Mission workProgram services$917,49269.41% of revenue100.0% of expenses

ManagementOffice and general costs0.00% of revenue0.0% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$404,31230.59% of revenueShown in gray on the chart

Total expenses$917,49269.41% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 69.41% of revenue

2024Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 60.75% of revenue

2023Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 86.76% of revenue

2022Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 96.24% of revenue

2021Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 106.85% of revenue

2018Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 111.52% of revenue

Money in and money out

Revenue$1,321,804

Expenses$917,492

Annual surplus $404,312 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$917,492 · 100.0% of expenses

See all reported dollar amounts

Revenue$1,321,804

Expenses$917,492

Assets$1,102,152

Income$1,321,804

Mission work (program services)$917,492

Accounting fees$27,885

People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (36)

PAUL UHLMANBOARD MEMBER

KIMBERLY ROYBOARD MEMBER

LARA HOFFMANBOARD MEMBER

LESLIE CHECKMANBOARD MEMBER

MARK LIDSTONEBOARD MEMBER

MICHAEL CORRAOBOARD MEMBER

MICHAEL REESEBOARD MEMBER

MIKE TWOHIGBOARD MEMBER

MILISA HUTCHINSONBOARD MEMBER

KEITHA KINNEBOARD MEMBER

ROCCO BENEDETTOVICE PRESIDENT

SHERRY OCONNORBOARD MEMBER

STEVE FORDBOARD MEMBER

TARA GIULIANOBOARD MEMBER

TERESA NILSENPRESIDENT

TOM MORELLIBOARD MEMBER

TROY BEAVERVICE - PRESIDENT

VICKI LESTERBOARD MEMBER

ERIK SCHNEBERGERBOARD MEMBER

ANDREW ARNOTTBOARD MEMBER

ANNE KVANBECKBOARD MEMBER

ANNIE BROWNVICE PRESIDENT

CHRIS FANKHAUSERBOARD MEMBER

CHRIS OCONNORBOARD MEMBER

DONALD SANYABOARD MEMBER

DUSIN MCCARTYBOARD MEMBER

ED NINIVICE PRESIDENT

ALEX GARDNERVICE PRESIDENT

FRANK PRIVITERABOARD MEMBER

HOLLY SCHOENFELDTBOARD MEMBER

JANE CONWAYBOARD MEMBER

JESSICA FERNANDEZBOARD MEMBER

JIM COVEPRESIDENT

JOHN JACKSONBOARD MEMBER

JOHN PAHMEIERBOARD MEMBER

KEITH BERNARDBOARD MEMBER

About this charity

Recognized since: January 1991
Location: 200 HIGHLAND AVE STE 403, NEEDHAM, MA 02494-3035
County: Norfolk
In care of: % BRIAN M SMITH
Primary officer: KIMBER LINTZ, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Emailklintz@imealliance.com Phone(816) 510-9534

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
Tax preparer: UHY ADVISORS MIDWEST INC
NTEE classification: Chambers of Commerce & Business Leagues (S41)
IRS tax category: Chambers of Commerce & Business Leagues