2024-08-13T10:13:56-05:00 2023-12-31 431305800 UHY ADVISORS MIDWEST INC 1251 NW BRIARCLIFF PARKWAY SUITE 100 KANSAS CITY MO 64116 990 2023-01-01 431578348 INVESTMENT MANAGEMENT EDUCATION ALLIANCE INVE 8165109534 200 HIGHLAND AVE NEEDHAM MA 02494 KIMBER LINTZ EXECUTIVE DIRECTOR 8165109534 2024-08-07 1 1 SCOTT D MCRUER P00546253 8167417882 2024-08-07 2023 2024-08-08 14:25:15Z KIMBER LINTZ 200 HIGHLAND AVE NEEDHAM MA 02494 808783 0 X WWW.IMEALLIANCE.COM X 1991 MO 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 PUBLIC'S AWARENESS OF THE BENEFICIAL USE OF MUTUAL FUNDS. 39 39 0 0 0 0 0 0 889036 805888 1615 2895 0 0 890651 808783 0 0 0 0 0 0 0 0 0 857173 701739 857173 701739 33478 107044 369513 346126 158149 27718 211364 318408 SEE SCHEDULE O 0 0 701739 808783 PROVIDED A FORUM FOR MEMBERS TO CONFER AND CONSULT; PROVIDED COLLECTIVE PUBLIC RELATIONS ON BEHALF OF THE MEMBERS; DEVELOPED AND MADE AVAILABLE EDUCATIONAL MATERIALS TO THE PUBLIC RELATED TO MUTUAL FUNDS AND THEIR BENEFITS. 701739 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 39 39 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 X SMITH GROUP INC 8164549422 2345 GRAND BOULEVARD SUITE 1750 KANSAS CITY MO 64108 X ALEX GARDNER BOARD MEMBER 1.00 X 0 0 0 AMY GREELEY BOARD MEMBER 1.00 X 0 0 0 ANNE KVANBECK BOARD MEMBER 1.00 X 0 0 0 ANNIE BROWN VICE PRESIDENT 1.00 X X 0 0 0 CHARLES MELANIE BOARD MEMBER 1.00 X 0 0 0 CHRIS FANKHAUSER BOARD MEMBER 1.00 X 0 0 0 CHRIS O'CONNOR BOARD MEMBER 1.00 X 0 0 0 DAVE MASTER VICE PRESIDENT 1.00 X X 0 0 0 DIANA DOWNEY BOARD MEMBER 1.00 X 0 0 0 DONALD SANYA BOARD MEMBER 1.00 X 0 0 0 ERIC BERGESON PRESIDENT 1.00 X 0 0 0 ERIK SCHNEBERGER BOARD MEMBER 1.00 X 0 0 0 FRANK PRIVITERA BOARD MEMBER 1.00 X 0 0 0 HOLLY SCHOENFELDT BOARD MEMBER 1.00 X 0 0 0 JACLYN HURST BOARD MEMBER 1.00 X 0 0 0 JANE CONWAY BOARD MEMBER 1.00 X 0 0 0 JESSICA FERNANDEZ BOARD MEMBER 1.00 X 0 0 0 JILL BROWN SECRETARY/TREASURER 1.00 X 0 0 0 JIM COVE VICE PRESIDENT 1.00 X 0 0 0 JOHN JACKSON BOARD MEMBER 1.00 X 0 0 0 JOHN MCDONOUGH EXECUTIVE COMMITTEE CHAIR 1.00 X 0 0 0 JOHN PAHMEIER BOARD MEMBER 1.00 X 0 0 0 KATIE COWLEY BOARD MEMBER 1.00 X 0 0 0 KEITH BERNARD BOARD MEMBER 1.00 X 0 0 0 KEITHA KINNE BOARD MEMBER 1.00 X 0 0 0 LESLIE CHECKMAN BOARD MEMBER 1.00 X 0 0 0 MARK LIDSTONE BOARD MEMBER 1.00 X 0 0 0 MATTHEW BRENNER BOARD MEMBER 1.00 X 0 0 0 MICHAEL CORRAO BOARD MEMBER 1.00 X 0 0 0 MICHAEL REESE BOARD MEMBER 1.00 X 0 0 0 MIKE TWOHIG BOARD MEMBER 1.00 X 0 0 0 PAUL UHLMAN BOARD MEMBER 1.00 X 0 0 0 RONICE BARLOW BOARD MEMBER 1.00 X 0 0 0 SHERRY O'CONNOR BOARD MEMBER 1.00 X 0 0 0 TARA GIULIANO BOARD MEMBER 1.00 X 0 0 0 TERESA NILSEN PRESIDENT 1.00 X 0 0 0 TROY BEAVER VICE - PRESIDENT 1.00 X 0 0 0 VICKI LESTER BOARD MEMBER 1.00 X 0 0 0 ANDRE ARNOTT PRESIDENT 24.00 X 0 0 0 0 0 0 0 0 0 0 0 MEMBERSHIP DUES 523940 571827 571827 SEMINARS 523940 142160 142160 CORPORATE PARTNERS 523940 69401 69401 CORPORATE SPONSORSHIP 523940 22500 22500 805888 2895 2895 808783 808783 0 0 X 168000 168000 13870 13870 15525 15525 254295 254295 6903 6903 1977 1977 51000 51000 12000 12000 34 34 30092 30092 446 446 SPECIAL PROJECTS 135750 135750 TELEPHONE AND INTERNET 6152 6152 ONLINE TRANSACTION FEES 5695 5695 701739 701739 0 0 226768 346126 142745 369513 346126 158149 27718 158149 27718 X 211364 318408 211364 318408 369513 346126 107044 0 X 0 0 0 SMITH GROUP INC MANAGEMENT COMPANY 254295 MANAGEMENT COMPANY FEES 0 SCHEDULE L, PART IV, ADDITIONAL INFORMATION BRIAN SMITH SERVES AS THE DIRECTOR (A NON VOTING POSITION) OF THE ORGANIZATION. BRIAN SMITH HOLDS AN OWNERSHIP INTEREST IN THE SMITH GROUP, INC. SMITH GROUP, INC. PROVIDES MANANGEMNT SERVICES TO THE ORGANIZATION AS AN INDEPENDENT CONTRACTOR. AMOUNTS PAID TO SMITH GROUP, INC. ARE DISCLOSED IN PART VII, SECTION B. BRIAN SMITH'S COMPENSATION IS PAID BY SMITH GROUP, INC. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION CONTRACTS WITH SMITH GROUP, INC. TO PERFORM MANANGEMENTDUTIES AND DAY TO DAY OPERATIONS OF THE ORGANIZATION. NO EMPLOYEE OF SMITHGROUP, INC. HOLDS VOTING RIGHTS WITH RESPECT TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE BOARD AND APPROVED BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 18 NO DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC FORM 990, PART IX, LINE 11G CONTRACT STAFF: PROGRAM SERVICE EXPENSES 254,295. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 254,295.