2017 · 2018. 7. 16. · agif scholarship fund american diabetes association american heart...
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imacorp.com/community
2017
A WORD FROM
ROB COHEN CHAIRMAN & CEO, THE IMA FINANCIAL GROUP, INC.
Our associates went above and beyond in 2017! Not only did we see strong financial performance last year, but our employees gave back to our communities in the largest numbers we’ve ever recorded. As you’ll see in this report, IMA has given time, talent and treasure to nonprofit partners throughout our footprint. Our community partnerships have a clear impact on our business, especially as it relates to talent and client satisfaction. It’s amazing to be able to do the right thing for all the right reasons and see the business benefit. Companies must do well to do good!
Also last year we were thrilled to be named the Large Company of the Year by the Association of Fundraising Professionals (AFP) for National Philanthropy Day in Colorado. This is a huge honor and our associates are so deserving. More importantly, this honor represents the incredible nonprofits we proudly serve and support. We are so fortunate to work with passionate people representing organizations that are improving the lives of those in our communities.
Thanks for making a difference!
A WORD FROM
RUTH ROHS VICE PRESIDENT OF CORPORATE COMMUNICATIONS
EXECUTIVE DIRECTOR, THE IMA FOUNDATION
Reflecting on 2017 brings a huge smile to my face! As you’ll see in this report, IMA associates and our nonprofit partners joined in ways that truly made a difference last year. We raised more money through our IMA Foundation fundraisers than ever before, we had more associates volunteer by thousands of hours and we supported the largest number of nonprofit organizations through grants and IMA’s employee matching gifts program.
As an employee owner, I am incredibly proud to see IMA be a leader in making a difference in the lives of our clients and our communities. Giving back is the real deal at IMA. Our volunteer t-shirts changed last year and now they read “IMA Difference Makers.” This shift shows that we take giving back personally; we are all in this together!
Thanks for being a difference maker!
imacorp.com/community
IMA’s commitment to protect assets and make a difference happens throughout the company, not just
through the IMA Foundation.
THE IMA FINANCIAL GROUP
The IMA Financial Group is a consortium of insurance, wealth management and financial technology companies driven forward by the passion and engagement of our nearly 700 employee-owners. Under the leadership of Rob Cohen, IMA has experienced momentous growth over the last 15 years, becoming one of the 10 largest privately-held insurance brokerages in the United States and expanding into multiple financial services verticals.
10040 YEARSEMPLOYEE OWNED
FOROVER
% 8.2% 2016-2017
OUR MARKETSAustin, TXBirmingham, ALDallas, TX
Denver, COHouston, TXKansas City, MO
Mt. Pleasant, MISan Antonio, TXTopeka, KS
Wichita, KS
The IMA Financial Group, Inc. (IMA) is a diversified financial services company of nearly 700 associates specializing in risk management, insurance, employee benefits solutions and wealth management.
Captive & Program Design ManagementProgram Management
Insurance SolutionsInsurance | Risk Management
Surety | Employee Benefits
Wholesale Insurance BrokerageWealth Management
Retirement Plan ConsultingPersonal Insurance | Business Insurance
The founders of IMA showed true vision decades ago when they started the IMA Foundation to support IMA’s hometown of Wichita. As IMA has grown into five states and nearly 700 employees, the IMA Foundation continues to carry on the legacy of its founders by supporting nonprofit organizations that better the communities where IMA associates live, work, learn and play. Today the IMA Foundation focuses on supporting organizations in arts and culture, advancing youth and education in the communities where IMA operates.
THE IMA FOUNDATION
To provide philanthropic support in the communities
where we work and live
MISSIONEmpowering our communities to create opportunities which protect
assets and make a difference
VISION
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
ARTS & CULTURE
To support educational institutions so that young people graduate with increased skills and knowledge, resulting in a higher skilled workforce in the future.• Educational institutions• K-12 public education• Higher education
EDUCATION
To reduce the drop-out rate and offer a chance of quality futures for our young people.• Mentoring programs• After school programs
ADVANCING YOUTH
IMA FOUNDATION FOCUS AREAS
The dedication of IMA associates to the communities where we live, work, learn and play is proven by these numbers. Year over year we see greater impact because of the employee engagement activities across the IMA footprint. These hours represent corporate sponsored events and personal passions of our associates. 13,298
IMA ASSOCIATES VOLUNTEERED
HOURSSTEADILY MAKING A DIFFERENCE
2015 6,852 HOURS
2016 7,931 HOURS
2017 13,298 HOURS
2014 5,649 HOURS
2013 5,353 HOURS
IN OUR COMMUNITY ACTION COMMITTEES
MAKING ADIFFERENCE IN
MARKETS5
CAC’S IMPACT
43IMA
ASSOCIATES
THE IMA FOUNDATION PROVIDED GRANTS TO NEARLY 100 NONPROFIT ORGANIZATIONSThrough IMA Foundation grants and our employee matching gifts program, the IMA Foundation supported nearly 100 nonprofit partners in 2017. Because of the passion of our associates, dozens of nonprofits benefited from twice the financial support
through matched donations. Our nonprofit partners continue to be incredible stewards of these resources to impact our communities. Our associates continue to live IMA’s mission to protect assets and make a difference.
IMA expanded associate volunteer committees to all offices to further organic employee engagement. These teams of associates, known as our Community Action Committees, 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 business model revolves around people. We know our greatest achievements occur when we work together.
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, families 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.
I MAKE A DIFFERENCE DAY 2017
of our IMA associates, friends & families volunteered during IMA’s annual day of service, I MAke a Difference Day.
400OVER
The IMA Foundation’s smashing success, Ping Pong on the Plaza, took over Denver’s Union Station again in September. Business and government leaders including Mayor Hancock of Denver and sports luminaries such as Miles of the Denver Broncos and Bernie from the Colorado Avalanche joined the fun with professionals from all over the Denver area to enjoy an afternoon of friendly competition, great food & drink, and a convivial atmosphere.
DENVER, COPING PONG ON THE PLAZA
$200,000PING PONG ON THE PLAZA & SANDBLAST RAISED NEARLY
SANDBLAST VOLLEYBALLDALLAS, TX | WICHITA, KS
Together both Wichita and Dallas made a difference in the community by hosting the extremely well received and attended Sandblast volleyball tournaments. 2017 marked Wichita’s second annual Sandblast Volleyball Tournament and Dallas’ eighth. Community and business leaders from these two communities stepped up in the sand and heat to benefit local nonprofit organizations. Collectively these two events raised more than $85,000 to provide additional financial support to area nonprofits.
2018 saw IMA’s Kansas City office put together their inaugural fundraising event, Pickleball Palooza. The event raised over $30,000 for local nonprofits, including Big Brothers Big Sisters of Greater Kansas City.
SNEAKPEEK
DALLAS
Ability Connection
AJC Dallas
AmFar
Anti-Defamation League
Be the Difference Foundation
Big Brothers Big Sisters Lone Star Texas*
Boys and Girls Clubs of Greater Dallas
Child Care Group
Community Homes for Adults
Cystic Fibrosis Foundation
Dallas CASA
Dallas Holocaust Museum*
Dallas Jewish Community Foundation
Dallas Jewish Historical Society
Daughters of World War II
First3Years
Genesis Women’s Shelter
Interfaith Ministries of Greater Houston
Jewish Community Center of Dallas
Jewish Family Services
Jonathan’s Place*
Junior Achievement of Greater Dallas*
Levine Academy
MS Society
NCJW Greater Dallas
The First Tee of Pikes Peak
The Legacy Senior Communities
Vogel Alcove
Yavneh Academy
DENVER
ACE Scholarships
Alliance for Choice in Education*
Alliance Foundation
American Red Cross Mile High Chapter
Arrupe Jesuit High School
AspenPointe Inc.
B:CIVIC*
Bicycle Colorado*
Big Brothers Big Sisters of Colorado
Boys Hope Girls Hope*
Bridge of Hope Greater Denver
Children’s Hospital Colorado Foundation
Childrens Museum of Denver Marsico Campus*
City Year Denver*
College Track*
Colorado Classic
Colorado I Have A Dream Foundation*
Colorado Succeeds*
Colorado Uplift*
CU Assistive Technology Partners
Delta Eta Boule’ Foundation
Denver Art Museum*
Denver Bike Sharing
Denver Center for Arts & Technology*
Denver Children’s Home*
Denver Hospice
Denver Metro Chamber Leadership Foundation
Denver Metro Chamber of Commerce
Denver Museum of Nature & Science*
Denver Police Foundation
Denver Public Schools Foundation*
Denver Scholarship Foundation
Denver Zoological Foundation
Downtown Denver Partnership
Florence Crittenton*
Food for Thought*
Girls Incorporated of Metro Denver
Global Livingston Institute
Gold Crown Foundation*
Goodwill Industries of Denver
Greeley Center for Independence
GWC Foundation
Highlands Ranch Community Scholarship Fund
Hope Communities Inc.
Hope Haven Charitable Trust
Hospice of Metro Denver
JDRF
Judi’s House*
Junior Achievement Rocky Mountain*
Latin American Educational Foundation*
Limb Preservation Foundation
Mesa Developmental Services
Metro Denver Economic Development Corp.
Mile High Five Foundation
Muscular Dystrophy Association
National Philanthropy Day of Colorado
National Sports Center for the Disabled Inc.
Nations Of Coaches Inc.
Qualistar*
Senior Housing Options, Inc.
Seniors’ Resource Center, Inc.
Shasta Regional Community Foundation
Southeast Health Group
Strive Colorado
Sun Foundation
The Bridge Project*
Third Way Center, Inc.
Urban Peak
VISIT Denver
Volunteers of America
MAKING A DIFFERENCE IN OUR COMMUNITIES * Denotes IMA Foundation grant recipient
Von’s Vision
Warren Village, Inc.*
Women’s Foundation of Colorado
Young Americans Center for Financial Education
Youth Roots*
KANSAS CITY/TOPEKA
Alphapointe
Big Brothers Big Sisters of Greater Kansas City*
Boys and Girls Club of Greater Kansas City
Boys and Girls Club of Prairie Band
Camp Chippewa*
Cerebral Palsy Research Foundation
Children’s Mercy Hospital
Citizens Memorial Health Care Foundation
Community Reach Center Foundation
Hospice of Wichita Falls
Jackson County Parks & Recreation
Junior Achievement of Kansas
Kansas City Autism Training Center
Kansas City Zoo
K-State Alumni Association
KVC Health Systems, Inc.*
Legacy Senior Communities,Inc.
McPherson College
Missouri Coalition of Community
Phoenix Family*
Rockhurst University
The Golf Foundation of Kansas City
United Way of Kansas City
University of Kansas Alumni Assoc.
University of Kansas Health System
Washburn University*
Wounded Warriors In Action Foundation
MOUNT PLEASANT
Clothing, Inc.*
WICHITA
AGIF Scholarship Fund
American Diabetes Association
American Heart Association
Andover Area Chamber of Commerce
Art Partners, Inc.
Bethel College
Botanica*
Boys and Girls Club of South Central Kansas
Buckner Performing Arts & Science Elementary
CASA of Sedgwick County
Catholic Charities Diocese of Wichita
Cerebral Palsy Research Foundation
Cowley County Community College
Envision Foundation
Episcopal Social Services
Exploration Place*
Friends University*
Girls on the Run*
GraceMed*
Heartspring
Junior Achievement of Wichita
Kansas Aviation Museum
Kansas Council for Economic Education
Kansas Firefighters Alliance, Inc.
Kansas Independent College Association
Kapaun Mt. Carmel Catholic High School
Lakemary Center Endowment Association
League 42*
Maize High School BPA
Mark Arts
Midian Shrine Plane of Mercy Fund
Music Theatre for Young People
Music Theatre of Wichita*
NAWIC Wichita Scholarship Foundation
Newman University*
Pando Initiative*
Rise Up For Youth*
Ronald McDonald House Charities
Salvation Army
Samaritan’s Purse
Sedgwick County Zoo*
Senior Services, Inc. of Wichita
The Global Mountain Fund, Inc.
The Guadalupe Clinic
The Pando Initiative, Inc.
The Starkey Foundation
The Treehouse Inc.
United Way of the Plains*
University of Kansas Endowment*
Wichita Aero Club
Wichita Art Museum*
Wichita Children’s Home*
Wichita Educational Foundation*
Wichita Festivals, Inc.
Wichita Junior Golf Foundation
Wichita Metro Chamber of Commerce
Wichita State University Foundation*
Wichita Symphony*
WSU Women’s Volleyball
MAKING A DIFFERENCEIS WHO WE ARE.
PROTEC TING ASSETS IS WHAT WE DO,
– ROB COHEN, Chairman & CEO, The IMA Financial Group
imacorp.com/community