Mission
TO DELIVER THE PREMIER INVESTMENT CONSULTING AND WEALTH MANAGEMENT CREDENTIALS AND WORLD CLASS EDUCATIONAL OFFERINGS.
Public Charity
INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION INC
Based in GREENWOOD VILLAGE, CO, INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION INC operates as a Public Charity. The organization reported $18.7M in revenue, $19.1M in expenses, $29.7M in total assets for fiscal year 2024. Imperigo tracks 3 reported grants from this foundation totaling approximately $500K.
EIN: 841009166
GREENWOOD VILLAGE, CO
Latest filing: 2024
Total Revenue$18.7M
Total Expenses$19.1M
Total Assets$29.7M
Grants Given3
Grant Total$500K
Filing Years2019–2024
Sample Grants Given
GENERAL SUPPORT
$100,000
GENERAL SUPPORT
$200,000
GENERAL SUPPORT
$200,000
Showing up to 5 of 3 total records — full history available with membership.
Officers & Directors
CFO/COO
Angela Lutterman
DIRECTOR
Anuj Gupta
DIR. OF SALES & EXEC. DIR. FDTN
April Ferrell
DIRECTOR
Chris Bidwell
CHAIR
Christine Gaze
DIR. MARKETING & MEMBERSHIP
Courtney Schubert
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $18.7M | $19.1M | $29.7M |
| 2023 | $16.6M | $18.7M | $29.8M |
| 2022 | $14.0M | $15.7M | $29.3M |
| 2020 | $13.7M | $11.9M | $27.0M |
| 2019 | $14.8M | $15.9M | $23.6M |
Between 2019 and 2024, reported annual revenue grew from $14.8M to $18.7M (+26%), with total assets most recently reported at $29.7M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in CO.
CO
Full geographic grant map with state-by-state breakdown available with membership.