COMMON MAPS
Map version new-york activity top-down
Main site Contact
Menu
↑ parent activity group ·
research dossier

INSTITUTE OF CERTIFIED RECORDS MANAGERS

ALBANY, NY · EIN 510138974 · Form 990 · FY2024 · Small ($100K-$1M) · icrm.org
revenue
$300K
expenses
$261K
net assets
$614K
employees
0
volunteers
20
program ratio
0%
mission · from form 990

DEVELOP AND ADMINISTER THE PROGRAM FOR PROFESSIONAL CERTIFICATION OF RECORDS MANAGERS, INCLUDING CERTIFICATION EXAMINATIONS AND A CERTIFICATION MAINTENANCE PROGRAM.

profile · synthesized from sources

Professional certification body responsible for developing and administering the Certified Records Manager (CRM) and Certified Records Analyst (CRA) programs. The organization ensures ongoing professional competence through a Certification Maintenance Program requiring credential holders to earn continuing education points over five-year cycles. Based in Albany, New York, it serves records and information management professionals across the United States.

named programs · 2 · from sources

What they call their work

Certification Examinations
Administers professional certification exams for Records Analysts (CRA) and Records Managers (CRM), consisting of multiple parts assessing knowledge in records and information management.
Certification Maintenance Program
Requires Certified Records Managers and Analysts to earn 100 Certification Maintenance Points (CMPs) every five years through qualifying educational activities in areas related to the CRM exam outline.
activities · 7 groups

What they do

  • Professional Certification and Continuing Education 4 activities
    • Award Certification Maintenance Points for professional contributions
      Grants Certification Maintenance Points (CMP) for professional service activities including exam grading (3 points per exam), mentoring (3 points per mentee per cycle), and reviewing qualifying professional books (5 points per review), incentivizing ongoing engagement and knowledge sharing among certified professionals.
    • Foster professional development through partnerships and alliances
      Establishes affiliate partnerships with organizations such as NAGARA to support professional development, offering reciprocal membership discounts and shared educational opportunities. Pre-approves academic courses and programs that align with ICRM standards to fulfill continuing education requirements and grants credit toward certification.
    • Provide candidate support and exam preparation resources
      Offers comprehensive support for certification candidates including sample questions, downloadable key terms, virtual ICRM Office Hours, monthly Q&A sessions, and exam prep workshops (both ICRM-led and collaborative). Hosts a Winter Exam Prep Workshop Series and free introductory presentations to increase accessibility and success rates.
    • Support mentorship and leadership development
      Offers a formal Mentoring Program to encourage certified professionals to mentor candidates preparing for CRA and CRM exams. Provides informational sessions to recruit mentors and supports practice exam grading with mentoring-style feedback, awarding CMPs for participation.
  • Industry Research and Benchmarking 1 activity
    • Conduct research to support the records management profession
      Conducts periodic research initiatives such as the 2026 salary survey for records and information management professionals to inform industry standards, compensation benchmarks, and workforce development strategies.
  • Professional Networking Events 1 activity
    • Facilitate professional networking and community engagement
      Hosts virtual mixer events for records and information management professionals focused on career development and peer connection, with attendees eligible to earn one Certification Maintenance Point per event. Also offers an annual reception and virtual business meeting for members.
  • Digital Communications and Content Management 1 activity
    • Maintain organizational communications and digital presence
      Produces and manages the publication of organizational newsletters with editorial oversight and curates content. Maintains the public website and coordinates updates with board members and committees to ensure accurate and timely information dissemination.
  • Membership Program Administration 1 activity
    • Manage membership and member benefits
      Grants membership to individuals who successfully pass certification exams and collects annual fees ($200 for active members, $20 for retired). Maintains a secure member website for tracking Certification Maintenance Points, accessing educational resources, and connecting with peers. Retired members are restricted from exam-related committee roles and reinstatement requires application, fee, and exam retakes if necessary.
  • Professional Certification in Healthcare 1 activity
    • Operate Certification Maintenance Points (CMP) program
      Administers a mandatory Certification Maintenance Points (CMP) program requiring certified professionals to earn 100 points every five years through approved educational activities, with one point awarded per half hour of participation. Allows carry-over of up to 50 points earned in the fifth year starting January 1, 2025, and provides pre-approval of CMPs for qualifying RIM events within 3–4 weeks.
  • Uncategorized 4 activities
    • Administer professional certification programs for records managers
      Develops, administers, and maintains a multi-part certification process for Certified Records Managers (CRM) and Certified Records Analysts (CRA), including examination development, online proctoring, grading, and issuance of credentials. The program includes five multiple-choice exams (Parts 1–5) and a written essay exam (Part 6) offered in English, with results provided within 72 hours for Parts 1–5 and 14 days for Part 6.
    • Manage certification application and reinstatement processes
      Reviews and evaluates original applications for CRM and CRA certification based on education and professional experience, charging a $100 non-refundable fee per application. Manages reactivation of candidates who did not complete exams within five years, reinstatement of lapsed or retired members for a $100 fee, and oversees the process for regaining active status through reapplication, payment, and retaking required exams.
    • Offer specialty designations in records management
      Offers post-certification specialty designations such as Federal Specialist and Nuclear Specialist for CRM/CRA professionals. Develops specialized exams in collaboration with partner organizations, provides study resources including bibliographies and key terms, and issues co-signed certificates upon successful completion. Over 30 professionals have earned the Nuclear Specialist designation, with 6 currently active.
    • Oversee certification appeals and governance processes
      Manages the appellate process for candidates contesting exam results and oversees internal governance functions including elections and awards administration.
financials · form 990 · fy2024
revenue
Total revenue$300K
Contributions & grants$6K2%
Program service revenue$283K94%
Investment income$10K3%
Other revenue$738
expenses
Total expenses$261K
Program expenses0%
Admin / overhead0%
Fundraising0%
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$689K
Cash$686K
Investments$0
Liabilities$75K
Net assets$614K
Liquid reserves31.5 mo
3 years on record · 2020–2024 · YoY revenue -4.6%
leadership · form 990 part vii · fy2024

Who runs it

board members · 8
  • BRENT GATEWOOD — FIRECTOR
  • CAROLINE WALTERS — CHAIR
  • KIERSTEN MCAVOY — Director
  • MELISSA DEDERER — President
  • SHERI NYSTEDT — Director
  • SUSAN MARIN — Director
  • TIM O'TOOLE — PRESELECT/TREAS
  • TODD KLEINE — Director
relationships · 32

Who they work with

  • AIIM Partner — Lists AIIM as a recommended global community for information professionals.
  • ARMA Partner — Collaborates with ARMA regions and chapters to deliver exam preparation workshops.
  • ARMA Partner — References ARMA chapter meetings as common venues for RIM education, though such meetings are generally not pre-approved for CMP credits.
  • ARMA Conference Partner — Hosts the annual ICRM Reception in conjunction with the ARMA Conference.
  • ARMA International Partner — Lists ARMA International as a recommended resource for information management professionals.
  • ARMA International Partner — Professional association partner supporting RIM practitioners through access to ICRM certification and continuing education.
  • Association for Intelligent Information Management Partner — Professional association partner providing access to ICRM certification resources through events and conferences.
  • BeiGene USA, Inc. Partner — Employer of the Webmaster, indicating organizational affiliation supporting technical operations.
  • Digital Government Institute Partner — Professional association partner offering ICRM exam prep and certification resources through government-focused events.
  • Disaster Recovery Journal Partner — Includes Disaster Recovery Journal as an additional recommended resource for exam candidates.
  • Dominican University's School of Information Studies Partner — Academic partner providing programs aligned with ICRM certification requirements.
  • Facebook Partner — Presence maintained through official page
  • Grady Health System Partner — Integrated food prescriptions into primary care
  • ICRM Network — Self-referential membership within its own certification network
  • LinkedIn Partner — Presence maintained through official company profile
  • Long Island University, Palmer School of Library and Information Science Partner — Academic partner offering archives and records management programs aligned with ICRM standards.
  • Louisiana State University Partner — Academic partner offering an online graduate certificate in records and information management aligned with ICRM certification.
  • NAGARA Partner — ICRM has an affiliate partnership with NAGARA to support the records and information management profession.
  • National Association of Government Archives and Records Administrators Partner — Affiliate partnership to support professional development, expand continuing education access, and promote collaboration in the records and information management community
  • National Association of Government Archives and Records Administrators Partner — Professional association partner supporting government records professionals with access to ICRM certification.
  • Nuclear Information Management and Records Association Partner — Professional association partner serving specialized records management needs with ICRM certification pathways.
  • Nuclear Information and Records Management Association Partner — Collaborates with ICRM to develop and maintain the Nuclear Specialist certification examination; jointly issues certificates and oversees candidate eligibility.
  • Nuclear Information and Records Management Association Partner — ICRM serves as the certifying body for NIRMA members.
  • Prolydian Partner — Contracted to administer online proctored exams through MonitorEDU and process exam registrations and payments.
  • Prolydian Partner — Processes examination payments for the Institute of Certified Records Managers.
  • Prolydian Partner — Technology partner used for hosting the online application system for certification.
  • San Jose State University School of Information Partner — Academic partner offering a master's program in archives and records administration aligned with ICRM standards.
  • Society of American Archivists (SAA) Partner — Recommends The American Archivist, a publication of the Society of American Archivists, as a resource.
  • St. John's University Division of Library & Information Science Partner — Academic partner collaborating with ICRM to support records management education.
  • University of Texas at Austin Partner — Academic partner offering MSIS programs with pathways to ICRM certification.
+ 2 more
strategies · 4

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Continuous Professional Development Through Structured Maintenance
    methodology: continuing-education-requirement
    By requiring ongoing education and diverse professional contributions (Attend, Present, Publish, Other) for certification renewal, ensures professionals maintain and expand their expertise because structured, multi-path engagement reinforces current knowledge and encourages active participation in the field.
  • Equitable and Inclusive Certification Design
    methodology: equitable assessment
    By aligning exams with globally relevant best practices and providing accommodations such as extended time for non-native English speakers, ensures fair and valid assessment because removing linguistic and contextual biases increases access without compromising rigor.
  • Experience-Integrated Credentialing Pathways
    methodology: experience-for-education substitution
    By allowing professional experience to substitute for formal education and requiring third-party verification of work history, broadens access to certification because practical expertise is recognized as equivalent to academic training, promoting inclusivity and real-world relevance.
  • Professional Certification as Standardization and Competency Validation
    methodology: professional-certification
    By establishing a formal certification process grounded in peer-recognized knowledge and verified experience, ensures sustained professional standards in records management because certification acts as a benchmark for competence and ongoing practice integrity.