Nonprofit · EIN 54-0807776
CERTIFIED MEDICAL REPRESENTATIVES INSTITUTE INC
Tax-exempt · ROANOKE, VA 24014
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,243,591 | $3,128,888 | $114,703 | $3,906,638 | $536,873 | $3,369,765 |
| June 30, 2024 | 990 | $2,720,652 | $2,925,951 | -$205,299 | $3,738,388 | $564,002 | $3,174,386 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,160,862
- Investment income
- $63,202
- Net gain from sales of assets
- $7,273
- Other revenue
- $19,527
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $245,035
- Other salaries and wages
- $1,369,453
- Salaries, compensation and benefits (total)
- $1,933,485
- Professional fundraising fees
- $0
- Legal fees
- $13,319
- Accounting fees
- $16,500
- Occupancy
- $85,000
- Depreciation
- $340,944
- Program services (functional)
- $1,880,176
- Management and general (functional)
- $1,248,712
Balance sheet and other
- Total assets, start of year
- $3,738,388
- Total assets, end of year
- $3,906,638
- Total liabilities, end of year
- $536,873
- Net assets, end of year
- $3,369,765
- Land, buildings and equipment
- $25,489
- Publicly traded securities
- $1,251,324
- Net assets without donor restrictions
- $3,295,129
- Net assets with donor restrictions
- $74,636
- Gross receipts
- $3,243,591
- Employees
- 22
- Volunteers
- 0
- Year formed
- 1966
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHELLE O'CONNOR | PRESIDENT/CEO - FORMER Trustee or director, Officer | 37.5 | $289,514 | $7,843 |
| LARA GALAVIZ | DIRECTOR, CLIENT DEVELOPMENT Highest-paid employee | 37.5 | $191,420 | $10,093 |
| SHARON LUSTIG | PRESIDENT/CEO Officer | 37.5 | $164,138 | $13,476 |
| MARK MENICHINI | SR. DIRECTOR, CLIENT DEVELOPMENT Highest-paid employee | 37.5 | $114,740 | $10,360 |
| JACKY LANCIO | DIRECTOR, CLIENT DEVELOPMENT Highest-paid employee | 37.5 | $104,634 | $4,242 |
| DANA OLSON | SECRETARY/TREASURER Officer | 37.5 | $75,397 | $9,231 |
| BARBARA B LOCKEE | CHAIR Trustee or director, Officer | 5 | $3,000 | $0 |
| TIMOTHY KERN | VICE CHAIR Trustee or director, Officer | 5 | $2,500 | $0 |
| JEFFREY FARBER | DIRECTOR Trustee or director | 5 | $2,500 | $0 |
| DAWN BREHM | DIRECTOR Trustee or director | 5 | $2,000 | $0 |
| TERRELL HERRING | DIRECTOR Trustee or director | 5 | $2,000 | $0 |
| SHARON CONFESSORE | DIRECTOR Trustee or director | 5 | $2,000 | $0 |
| ANDREW KRUMERMAN | DIRECTOR Trustee or director | 5 | $2,000 | $0 |
| ANTHONY AKOSA | DIRECTOR Trustee or director | 5 | $2,000 | $0 |
| JASON GAINES | DIRECTOR Trustee or director | 5 | $1,000 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAYAH CURTIS | DIRECTOR Trustee or director | 5 | $1,000 |
| DEEPAK MITTAL | DIRECTOR Trustee or director | 5 | $1,000 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHELLE O'CONNOR | PRESIDENT/CEO Trustee or director, Officer | 37.5 | $283,828 | $14,227 |
| LORRI BLANK | SR. DIRECTOR OF CLIENT DEVELOPMENT Highest-paid employee | 37.5 | $160,719 | $11,889 |
| SHARON LUSTIG | SR. VICE PRESIDENT OF CLIENT SOLUTIONS Officer | 37.5 | $119,430 | $11,105 |
| DANA LONG | SECRETARY/TREASURER Officer | 37.5 | $65,998 | $5,352 |
| MARK SORRENTINO | DIRECTOR Trustee or director | 5 | $6,500 | $0 |
| JEFFREY FARBER | DIRECTOR Trustee or director, Officer | 5 | $4,500 | $0 |
| JASON GAINES | DIRECTOR Trustee or director | 5 | $2,000 | $0 |
| PARTHA ANBIL | DIRECTOR Trustee or director | 5 | $1,750 | $0 |
| SHARON CONFESSORE | DIRECTOR Trustee or director | 5 | $1,750 | $0 |
| ANDREW KRUMERMAN | DIRECTOR Trustee or director | 5 | $1,750 | $0 |
| TIMOTHY KERN | DIRECTOR Trustee or director | 5 | $1,750 | $0 |
| DAWN BREHM | DIRECTOR Trustee or director | 5 | $1,250 | $0 |
| TERRELL HERRING | DIRECTOR Trustee or director | 5 | $1,250 | $0 |
| BARBARA B LOCKEE | CHAIR Trustee or director, Officer | 5 | $750 | $0 |
| MAYAH CURTIS | DIRECTOR Trustee or director | 5 | $750 | $0 |
Address and contacts
- Address (IRS master file)
- 4423 PHEASANT RIDGE RD STE 100, ROANOKE, VA 24014-5300
- Principal officer (990 for 2024)
- SHARON LUSTIG, 4423 PHEASANT RIDGE ROAD SUITE 100, ROANOKE, VA 24014
- Signed the 990
- SHARON LUSTIG, PRESIDENT/CEO
- Phone
- (540) 725-3847
- Website
- WWW.CMRINSTITUTE.ORG
- Return prepared by
- BROWN EDWARDS & COMPANY LLP
Mission
THE ORGANIZATION IS DEDICATED TO SERVING THE PROFESSIONAL DEVELOPMENT NEEDS OF LIFE SCIENCE PROGRAMS BY PROVIDING INNOVATIVE LEARNING STRATEGIES AND RESOURCES TO ADVANCE KNOWLEDGE AND ENHANCE HEALTHCARE.
Program accomplishments
- THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE CONTINUING EDUCATION TO MEMBERS OF THE HEALTHCARE INDUSTRY FOR THE INTENTION OF IMPROVING PATIENT CARE.WHO WE ARECMR INSTITUTE (CERTIFIED MEDICAL REPRESENTATIVES INSTITUTE) IS AN INDEPENDENT, NOT-FOR-PROFIT HEALTHCARE EDUCATIONAL PROVIDER FOUNDED BY PHYSICIANS IN 1966 IN RESPONSE TO THE NEED TO INCREASE THERAPEUTIC KNOWLEDGE THROUGH SCIENTIFIC EDUCATION; TO FACILITATE EFFECTIVE CLINICIAN INTERACTIONS; AND TO ENHANCE BUSINESS EXPERTISE TO UNDERSTAND INDUSTRY CHALLENGES.OUR MISSIONCMR INSTITUTE IS DEDICATED TO PROVIDING UNBIASED, CURRENT AND APPLICABLE INFORMATION WHILE INCREASING THE KNOWLEDGE, SKILLS AND UNDERSTANDING OF THE ISSUES AFFECTING HEALTHCARE TODAY. CMR INSTITUTE'S MISSION HAS ALWAYS BEEN AND REMAINS TO ADVANCE KNOWLEDGE TO ENHANCE HEALTHCARE.OUR FACULTYCMR INSTITUTE'S DISTINGUISHED FACULTY OF HEALTHCARE PROFESSIONALS AND LEADING SUBJECT MATTER EXPERTS FROM PRESTIGIOUS UNIVERSITIES AND ACADEMIC MEDICAL CENTERS ACROSS THE COUNTRY ASSIST IN DEVELOPING AND MAINTAINING AN UP-TO-DATE CURRICULUM RELEVANT TO TODAY'S HEALTHCARE CHALLENGES.OUR CURRICULUMCMR INSTITUTE USES A TEAM OF EXPERIENCED INSTRUCTIONAL DESIGNERS AND WRITERS WHO APPLY SOLID INSTRUCTIONAL DESIGN STRATEGIES TO ENHANCE THE ADULT LEARNING EXPERIENCE FOR MAXIMUM EFFECTIVENESS. COURSES PROVIDE HEALTHCARE PROFESSIONALS WITH VITAL KNOWLEDGE TO MORE EFFECTIVELY INTERACT WITH TODAY'S MEDICAL PROFESSIONALS TO IMPROVE PATIENT CARE.Expenses $1,880,176 · revenue $3,180,689
- N/A
- N/A
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 54-0807776
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1970
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,906,638
- Income (IRS master file)
- $3,243,591
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,243,591 | $3,128,888 | $3,906,638 | IRS |
| 990 | June 2024 | $2,720,652 | $2,925,951 | $3,738,388 | XML |
| 990 | June 2023 | $2,276,982 | $2,766,753 | $3,688,645 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-0807776).
Questions about CERTIFIED MEDICAL REPRESENTATIVES INSTITUTE INC
- What is the EIN of CERTIFIED MEDICAL REPRESENTATIVES INSTITUTE INC?
- The employer identification number (EIN) of CERTIFIED MEDICAL REPRESENTATIVES INSTITUTE INC is 54-0807776.
- Is CERTIFIED MEDICAL REPRESENTATIVES INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to CERTIFIED MEDICAL REPRESENTATIVES INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CERTIFIED MEDICAL REPRESENTATIVES INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CERTIFIED MEDICAL REPRESENTATIVES INSTITUTE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CERTIFIED MEDICAL REPRESENTATIVES INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CERTIFIED MEDICAL REPRESENTATIVES INSTITUTE INC?
- The 990 for the year ended June 30, 2025 names SHARON LUSTIG.
- Who are the officers and directors of CERTIFIED MEDICAL REPRESENTATIVES INSTITUTE INC?
- The 990 for the year ended June 30, 2025 lists 17 people; 17 received compensation from the organization, the highest $289,514 (MICHELLE O'CONNOR, PRESIDENT/CEO - FORMER).
- How much revenue does CERTIFIED MEDICAL REPRESENTATIVES INSTITUTE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,243,591, expenses of $3,128,888 and total assets of $3,906,638 at year end.
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