Nonprofit · EIN 91-1833513
INSTITUTE OF MANAGEMENT ACCOUNTANTS INC
Also known as 107 LONG ISLAND
Tax-exempt · BETHPAGE, NY 11714
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $60,679 | $67,320 | -$6,641 | $7,831 | – | $7,831 |
| June 30, 2024 | 990-EZ | $56,905 | $73,898 | -$16,993 | $14,472 | – | $14,472 |
| June 30, 2023 | 990-EZ | $55,520 | $64,406 | -$8,886 | $31,464 | $0 | $31,464 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,390
- Program service revenue
- $57,289
- Investment income
- $0
Expenses
- Grants and similar amounts paid
- $625
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $4,268
- Other expenses
- $62,427
- Program services (functional)
- $622,700
Balance sheet and other
- Total assets, start of year
- $14,472
- Total assets, end of year
- $7,831
- Total liabilities, end of year
- –
- Net assets, end of year
- $7,831
- Cash, savings and investments
- $7,831
- Gross receipts
- $60,679
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mia Embesi | President | 3 | $0 |
| James L Smith | Treasurer | 3 | $0 |
| Donna Blanc | Administration | 1 | $0 |
| Rod Ganis | Secretary | 2 | $0 |
| David Pennetta | VP of Education | 2 | $0 |
| Michael Valveri | VP of Technology | 2 | $0 |
| Carmela Borzelleri | VP of Communications | 2 | $0 |
| Rob Grote | VP of Sponsorship | 3 | $0 |
| Gerard Luckman | VP Membership | 2 | $0 |
| Natalie Bowen | VP Engagement | 3 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gerard Luckman | President | 6 | $0 |
| James L Smith | Treasurer | 6 | $0 |
| Donna Blanc | Administration | 3 | $0 |
| Rod Ganis | Secretary | 3 | $0 |
| Mia Imbesi | VP of Education | 5 | $0 |
| Michael Valveri | VP of Technology | 3 | $0 |
| Joseph Giacinto | VP of Communications | 3 | $0 |
| Anna Poolt | VP of Sponsorship | 3 | $0 |
990-EZ for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michale Valveri | President | 6 | $0 |
| Ron Ganis | Secretary | 2 | $0 |
| Frank Nardolillo | Treasurer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 134 MAPLE AVE, BETHPAGE, NY 11714-2115
- In care of
- % JAMES L SMITH
- Mailing address (990-N for 2021)
- 55 GRAND AVE APT 1F, ROCKVILLE CTR NY 115704211
- Principal officer (990-N for 2021)
- Mike Valveri, 2432 5th Street, East Meadow NY 11554
- Signed the 990-EZ
- James L Smith, Treasurer
Mission
Professional Education
Program accomplishments
- 8 Evening Events and 3 Morning Events were held for CPE Credits in order for Members to maintain CPA and CMA Licenses. These events consist of professionals providing technical and business updates. On Average our attendance is 55 for Evening Events and 35 for Morning EventsExpenses $622,700
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 91-1833513
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1974
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 2501: INSTITUTE OF MANAGEMENT ACCOUNTANTS INC
- Assets (IRS master file)
- $7,831
- Income (IRS master file)
- $60,679
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $60,679 | $67,320 | $7,831 | IRS |
| 990-EZ | June 2024 | $56,905 | $73,898 | $14,472 | XML |
| 990-EZ | June 2023 | $55,520 | $64,406 | $31,464 | XML |
| 990-N for 2021 Officer: Mike Valveri | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | 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 91-1833513).
Questions about INSTITUTE OF MANAGEMENT ACCOUNTANTS INC
- What is the EIN of INSTITUTE OF MANAGEMENT ACCOUNTANTS INC?
- The employer identification number (EIN) of INSTITUTE OF MANAGEMENT ACCOUNTANTS INC is 91-1833513.
- Is INSTITUTE OF MANAGEMENT ACCOUNTANTS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Which annual return does INSTITUTE OF MANAGEMENT ACCOUNTANTS 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 INSTITUTE OF MANAGEMENT ACCOUNTANTS 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 INSTITUTE OF MANAGEMENT ACCOUNTANTS INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of INSTITUTE OF MANAGEMENT ACCOUNTANTS INC?
- The 990-N for 2021 names Mike Valveri.
- Who are the officers and directors of INSTITUTE OF MANAGEMENT ACCOUNTANTS INC?
- The 990-EZ for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does INSTITUTE OF MANAGEMENT ACCOUNTANTS INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $60,679, expenses of $67,320 and total assets of $7,831 at year end.
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