2025-11-07T13:34:58-06:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 133532599 INSTITUTE OF MANAGEMENT CONSULTANTS USA INC INST 8007934992 1717 PENNSYLVANIA AVE NW 1025 WASHINGTON DC 20006 STEPHEN D KIRKLAND TREASURER 8007934992 2025-11-07 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-11-07 2024 2025-03-06 01:10:19Z X CHARLES EVERETT 1717 PENNSYLVANIA AVE NW 1025 WASHINGTON DC 20006 118603 0 X IMCUSA.ORG X 1968 NY TO EDUCATE MEMBERS AND UPDATE THEM ON DEVELOPMENTS IN THIS FIELD. 9 9 0 0 0 0 7015 0 133470 113307 0 0 1237 5296 141722 118603 0 0 0 0 0 0 0 0 0 171438 101154 171438 101154 -29716 17449 56489 33836 72415 32313 -15926 1523 TO EDUCATE MEMBERS AND UPDATE THEM ON THE DEVELOPMENTS IN THIS FIELD AND TO PROMOTE EXCELLENCE IN MANAGEMENT CONSULTING THROUGH CERTIFICATION, EDUCATION, AND PROFESSIONAL RESOURCES. 0 0 MEMBER GROWTH AND SUPPORT - IDENTIFIES MEMBER AND ASSOCIATION IDEAS AND BEST PRACTICES TO GROW IMC COMMUNITY TO ATTRACT AND KEEP MEMBERS. COMMUNICATE THESE PRACTICES TO THE MEMBERS AND COORDINATE WITH MEMBERS AND NATIONAL MARKETING COMMITTEE TO DEFINE AND PUBLICIZE THE MEMBER VALUE PROPOSITION TO THE CONSULTING COMMUNITY AND TO ITS MEMBERS.THIS PROVIDES A VALUABLE SERVICE TO SUPPORT ITS MEMBERSHIP. OFFERS CERTIFICATION AND AN ENFORCEABLE CODE OF ETHICS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 X 9 9 0 1 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X X STEPHEN D KIRKLAND 8007934992 1717 PENNSYLVANIA AVE NW 1025 WASHINGTON DC 20006 X CHARLES EVERETT CHAIR 5.00 X 0 0 0 ANGELA DINGLE CHAIR 5.00 X 0 0 0 DAVID NORMAN SECRETARY 5.00 X 0 0 0 STEPHEN KIRKLAND TREASURER 5.00 X 0 0 0 DANIEL BREWER DIRECTOR 5.00 X 0 0 0 JEANNETTE HOBSON DIRECTOR 5.00 X 0 0 0 BRIAN REID DIRECTOR 5.00 X 0 0 0 CHARLES ROXIN DIRECTOR 5.00 X 0 0 0 ANDRE VACCARO DIRECTOR 5.00 X 0 0 0 0 0 0 0 0 0 0 0 MEMBERSHIP DUES 900099 85636 85636 CERTIFICATION & RENEWA 900099 23100 23100 ACADEMY 900099 4571 4571 113307 5296 5296 118603 113307 0 5296 47000 995 5953 17257 7651 1868 9868 MEMBER GROWTH AND SUPPO 6246 CHAPTER ACTIVITIES 2283 CHAPTER AND LEADERSHIP 1064 ACADEMY 969 101154 53792 29597 2697 4239 56489 33836 72415 32313 72415 32313 X -15926 1523 -15926 1523 56489 33836 17449 0 X X 1 X 0 1 0 0 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE INSTITUTE AND TO RECOGNIZE A TAX LIABILITY IF THE INSTITUTE HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE INSTITUTE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE INSTITUTE. FORM 990, PART VI, SECTION A, LINE 3 IMC MANAGES ALL ASPECTS OF THE ORGANIZATION'S OPERATIONS IN ACCORDANCE WITH THE ORGANIZATION BYLAWS AND POLICIES. OPERATIONS MAY INCLUDE, BUT ARE NOT LIMITED TO: ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, EDUCATION AND INFORMATION TECHNOLOGY. FORM 990, PART VI, SECTION A, LINE 6 THE INSTITUTE HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR, ACCOUNTING MANAGER AND BOARD OF DIRECTORS REVIEW AND APPROVE THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVIEWED AT ALL BOARD MEETINGS. ANY MEMBER THAT BRINGS A RECOMMENDATION TO THE BOARD MUST COMPLETE AND SIGN A DISCLOSURE FORM. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S GOVERNING BODY IS RESPONSIBLE FOR THE OVERSIGHT OF THE REVIEW, AS WELL AS FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT.