ZUnclassifiedEIN: 431578348· Ruling Year: 1991

Investment Management Education Alliance

Needham, Massachusetts

BHealth Score
63B

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Above Average

How This Organization Compares

Compared to 22 peers in Unclassified with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.45×
Peer Median15.40×
💰
$809K
Total Revenue
📊
$702K
Total Expenses
🏦
$318K
Net Assets
📋
$28K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-9.2%
Year-over-year change (2022 → 2023)
Net Margin
+13.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.45
Net assets divided by total expenses
Liabilities-to-Assets
8.0%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$808,7839%$701,73918%$346,1266%
2022$890,65116%$857,1734%$369,51316%
2021$770,29196%$823,09350%$319,06838%
2019$392,23458%$549,62947%$517,77513%
2019$933,59714%$1,041,1203%$594,48914%
2018$1,091,1913%$1,072,8511%$690,4243%
2017$1,061,4975%$1,060,2272%$667,6341%
2016$1,007,0184%$1,041,4487%$662,3515%
2015$1,046,93123%$1,116,38311%$696,7039%
2014$1,362,46454%$1,005,0634%$766,15587%
2013$883,5885%$969,934$408,75417%
2012$926,997$969,886$495,100

Frequently Asked Questions

What does Investment Management Education Alliance do?

Investment Management Education Alliance is a unclassified nonprofit organization based in Massachusetts. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Investment Management Education Alliance financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Investment Management Education Alliance.

How much revenue does Investment Management Education Alliance generate?

Investment Management Education Alliance reports $1.3M in annual revenue and holds $1.1M in total assets, based on IRS filings.

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