making a difference is who we are.

A LETTER FROM
ROB COHEN, CHAIRMAN & CEO
The IMA Financial Group Community Report highlights the
incredible achievements of IMA associates and the work they
do to give back to the communities where we live, work and
play. Protecting assets and making a difference is what we do
and who we are – day in and day out.
Our associates share a commitment to
excellence in the way we service our clients
and resources to the nonprofits we treasure.
In 2015, we took a closer look at how we provide support to
our nonprofit partners. We recognized we need to be more
strategic in our giving and responsive to the passions of our
associates. The result of that work is reflected in our refreshed
focus areas on page six of this report. We were thrilled to launch
an employee matching gifts program last year, combining the
power of personal and company resources to have an even
larger impact in our communities. Finally, I want to thank the
numerous donors to the IMA Foundation. Because of your
support, we were able to make an even bigger impact in IMA
communities.
A DIFFERENCE
“MAKING
IS WHO WE ARE.
“
PROTECTING ASSETS IS WHAT WE DO,
– ROB COHEN, Chairman & CEO, The IMA Financial Group
2
IMA COMMUNITY REPORT
OVERVIEW
Shortly after the incorporation of IMA, the company’s founders showed true vision and commitment to the
community by creating the IMA Foundation. With employee owners at the core of our business, the goal of
the IMA Foundation is to represent the passions of our associates and make strategic contributions within the
foundation focus areas.
IMA’s commitment to protect assets and make a difference happens throughout
the company, not just through the IMA Foundation.
IMA’s associates’ commitment to volunteerism is far reaching and is going to get even bigger in 2016. Here is a
look back at where IMA made a difference in 2015 and a sneak peek at where the organization is headed in the
coming year.
3
WHERE WE’VE BEEN
6,852 168 7
IMA ASSOCIATES VOLUNTEERED
AT
HOURS
IN
NONPROFITS
S TAT E S
The IMA Foundation launched an employee matching gifts program, creating an
opportunity for associates to leverage their dollars for 50 additional nonprofit organizations.
20
30
IMA ASSOCIATES SERVED
ON MORE THAN
COMMUNITY BOARDS
337
186,725
IMA ASSOCIATES RAISED
$
I N U N I T E D WAY C A M PA I G N
Associates, friends and families volunteered during
IMA’s annual day of service, I Make a Difference Day.
The IMA Foundation provided grants to nearly 50 nonprofit organizations.
2015 was an outstanding year by any giving in Wichita spiked. The IMA
measure. Community events, varied Foundation’s mission was sharpened.
outreach efforts in all our markets and
foundation giving all lived up to IMA’s Giving both time and financially, IMA
associates upheld the mission to make
exceptional bar for performance.
a difference. 2015 was one for the
Ping Pong on the Plaza in Denver record books, and it notched another
doubled in size. Sandblast Volleyball rung in a long history of successful
Tournament in Dallas activated a new community service.
segment of civic leaders. United Way
4
WHERE WE’RE GOING
IMA is expanding employee volunteer committees to all offices. These
teams of associates, known as Community Action Committees, will
identify unique volunteer opportunities for their colleagues throughout
the year.
Through the new life-balance program, associates continue to have
the opportunity to volunteer during work hours.
COMMUNITY
ACTION
COMMITTEE
IMA’s Wichita office is preparing to host its inaugural
IMA Foundation fundraising event.
The IMA Foundation will make grants to
organizations that strategically align with the
company’s goals and giving guidelines.
5
OUR VISION
Empowering our communities to create
opportunities which protect assets and make a
difference.
OUR MISSION
To provide philanthropic support in the
communities where we work and live.
UPDATED FOCUS AREAS
ARTS & CULTURE
GOAL: To improve the quality of life in our communities through the arts.
• Cultural institutions
• Arts in Education programs that offer arts education programming in
public schools
ADVANCING YOUTH
GOAL: To reduce the drop-out rate and offer a chance for quality futures
to our young people.
• Mentoring programs
• After school programs
EDUCATION
GOAL: To support educational
institutions so that young people
graduate with increased skills and
knowledge, resulting in a higherskilled workforce in the future.
• Educational Institutions
• K-12 public education
• Higher education
6
THE IMA FOUNDATION
COMMUNITY PARTNERS 2015
DALLAS/HOUSTON
Denver Scholarship Foundation
Partner Colorado Foundation
Harris County Precinct 4 Parks Division
Denver Zoological Foundation
PEBC
Junior Achievement of Dallas
Downtown Denver Partnership, Inc.
Pikes Peak Therapeutic Riding Center
Keep Texas Beautiful
Excelsior Youth Centers, Inc.
Rocky Mountain Mutual Housing Association
North Texas Food Bank
Food For Thought - Denver
Northwest Assistance Ministries Food
Bank
Girls Incorporated of Metro Denver
Rocky Mountain Youth Medical & Nursing
Consultants, Inc.
Goodwill Industries of Denver
Senior Housing Options, Inc.
Greeley Center for Independence, Inc.
Seniors’ Resource Center, Inc.
Shasta Regional Community Foundation
Alliance
Highlands Ranch Community Scholarship
Fund
Southeast Mental Health Services
Alliance for Choice in Education (ACE)
Hilltop Community Resources, Inc.
SUN Foundation
American Diabetes Association
Jefferson Center for Mental Health
Texas Lineman’s Rodeo Assoc., Inc.
AMC Cancer Research Center
Judi’s House
The Limb Preservation Foundation
American Cancer Society
Junior Achievement - Rocky Mountain Inc.
The Resource Exchange, Inc.
American Indian College Fund
Leadership Investment
The Von’s Vision Foundation
American Red Cross Mile High Chapter
Mesa Developmental Services
Arapahoe House
Metro Denver Economic Development
Corp.
United States Olympic Committee University
of Colorado/Assistive Tech Partners
DENVER
Arrupe Corporate Work Study Program
Aspen Pointe
Aurora Mental Health Center
B:CIVIC
Big Brothers Big Sisters of Colorado
Book Trust
Boys Hope Girls Hope
Bright By Three
Broomfield Rotary Charitable Foundation
Urban Peak Denver
Mi Casa Resource Center
Warren Village, Inc.
Mile High Five Foundation
Working Together Foundation
Mile High United Way
Young Americans Center for Financial
Education
MSU Denver Foundation
National Sports Center for the Disabled
YouthRoots
MAKING A DIFFERENCE
IMA’S NATIONAL IMPACT
Cady Foundation (Heart and Hand
Center)
City Year of Denver, Inc.
Colorado Association of Funders
Colorado Behavioral Healthcare Council
Colorado I Have A Dream Foundation
Colorado Succeeds
Denver Bike Sharing
Denver Center for the Performing Arts
Denver Children’s Home
Denver Metro Chamber of Commerce
Denver Metro Chamber Leadership
Foundation
Denver Museum of Nature & Science
Denver Public Schools Foundation
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THE IMA FOUNDATION
COMMUNITY PARTNERS 2015 (CONTINUED)
KANSAS CITY/TOPEKA
MT. PLEASANT
InterHab, Inc.
Alphapointe Foundation
Camryn’s Friends (Cystic Fibrosis Foundation)
Clare County Sheriff’s Reserve
Isabella Community Clothing Closet
Isabella County 4-H
Isabella County Animal Shelter / Humane
Animal Treatment Society
Isabella County Soup Kitchen (ICSK)
Sacred Heart Schools
Special Operations Team of Clinton, Ingham and Eaton Counties
United Way of Isabella County
Women’s Aid Service of Isabella County Adopt a Family Program
Junior Achievement of Wichita
American Cancer Society
Camp Quality Greater KC
Children’s Mercy Hospital
Folds of Honor
Give Hope Back
Happy Bottoms
JAZZOO - Kansas City Zoo
Juvenile Diabetes Research Foundation
Kansas City Corporate Challenge
Kansas University Alumni Association
Kansas University Endowment Assoc.
KVC Health Systems, Inc.
Junior League of Wichita, Inc.
Kansas Aviation Museum
Kansas Independent College Association
Lakemary Center Endowment Assoc.
Music Theatre of Wichita
NAWIC Wichita Scholarship Foundation
Saint Francis Community Services
Sedgwick County Zoo
Symphony Showhouse
Texas College LEGACY Scholarship Fund.
The Starkey Foundation
United Way of the Plains
WICHITA
AGIF Scholarship Fund
Rockhurst University
Rose Brooks Center
American Cancer Society
Rotary Youth Camp Association
Safety & Health Council of W. MO & KS
Spay & Neuter Kansas City
American Red Cross Midway KS Chapter
Art Partners, Inc.
Botanica
Spofford
Boys & Girls Clubs of So. Central Kansas
Stoa Ministries International
Topeka Civic Theatre & Academy, Inc.
Topeka Community Foundation
Cerebral Palsy Research Foundation
Emporia Lions Club
Envision
WMA Alumni Association
United Way of Greater Kansas City
Urban League of Greater KC
Washburn University - Welcome Center
Fund
University of Kansas Alumni Association
Wendy’s Wonderful Kids Foundation, Inc.
Wichita Art Museum
Wichita Children’s Home
Wichita Collegiate School
Wichita Educational Foundation
Wichita Festivals, Inc.
Wichita Junior Golf Foundation
Wichita Metro Chamber of Commerce
Friends University
Wichita State University - Endowment
Association, Barrett-Starr Scholarship
Greater Wichita Economic Development
Coalition
Wichita State University - Innovation
Campus
Greater Wichita YMCA
Wichita Symphony
Independent Colleges & University of
Texas, Inc.
WSU Women’s Volleyball
FAST FACTS
THE IMA FINANCIAL GROUP
9
TH
RANKED
INDEPENDENTLY
OWNED BROKER
I N
8
T H E
U N I T E D
S T A T E S
100%
EMPLOYEE OWNED
MAKING A DIFFERENCE IN
MT. PLEASANT, MICHIGAN
2015 welcomed a new member to the IMA family. Eydent Insurance Services in Mt. Pleasant,
Michigan brought their passion and expertise to the IMA Financial Group. It was a natural fit.
They proudly supported their local 4-H, volunteered to help raise funds for Michigan law enforcement
emergency response tools and donated to HopeWell Ranch, which provides free equine-assisted
therapy.
“Our dedicated professionals embrace community involvement,” said Eydent
President John Briggs. “Giving back is in Eydent’s DNA, and now we’re proud
to share that history with IMA.”
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I MAke a Difference Day 2015 | Wichita
I MAKE A DIFFERENCE DAY 2015
IMA’s mission to make substantial change for the cities
it supports was on display during I Make a Difference
Day when nine communities came together at once to
make lasting improvements. Associates rolled up their
sleeves and flew the IMA flag to show that corporate
responsibility is everyone’s responsibility.
IMA employees, spouses and friends donated
approximately 1,500 hours across the country. It was
the annual event’s largest showing. Most importantly,
IMA showed kids we care, beautified cultural icons and
supported the disadvantaged.
IMA’s business model revolves around people. We know our greatest achievements occur
when we work together.
IMA FAMILY OF COMPANIES
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A WORD FROM
RUTH ROHS
VICE PRESIDENT OF CORPORATE COMMUNICATIONS
EXECUTIVE DIRECTOR, THE IMA FOUNDATION
Thank you – when I think about the incredible work performed by people
across the country, it’s the first thing that comes to mind. It’s a countless
number of community-first leaders.
Our incredible partners who stand steadfast in our belief to make a difference.
Our clients who know the value we bring is tied to the hammers we swing.
The IMA family who passes along our philanthropic DNA. Our community
partners that inspire us with their everyday heroics. You all make it possible.
Looking ahead, the need is still great. We know you’ll answer the challenge,
and for that, thank you.
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COMMUNITY REPORT
MA KI N G A D IF F EREN CE IN 2015
The IMA Financial Group | imafg.com/community