Civic Intelligence

Institute for Portfolio Alternativesinc

990 • Fiscal year 2016 • EIN 22-2597521

Jan 01, 2016 to Dec 31, 2016 • Filed on May 01, 2017

Organization ProfileWWW.IPA.COM

View Organization Page

PO Box 480Ellicott City, MD 21041

(212) 812-9799

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

50th percentile

0.18x

Higher debt load relative to assets than 50% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.09x

Higher debt load relative to revenue than 34% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

79th percentile

13%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

99th percentile

$317,125

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

88th percentile

25%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-5.4%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$1,272,412

Up $255,178 (+25%) from 2015

Net Assets

Up

$1,040,515

Up $331,750 (+47%) from 2015

Liabilities

Down

$231,897

Down $76,572 (-25%) from 2015

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin79th percentile

Revenue

Down

$2,597,594

Down $147,360 (-5.4%) from 2015

Expenses

Down

$2,265,844

Down $437,029 (-16%) from 2015

Net Income

Up

$331,750

Up $289,669 (+688%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,088,410Liabilities 2011: $122,751Net Assets 2011: $1,965,6592011Assets 2012: $1,873,140Liabilities 2012: $129,754Net Assets 2012: $1,743,3862012Assets 2013: $1,330,394Liabilities 2013: $171,331Net Assets 2013: $1,159,0632013Assets 2014: $1,121,367Liabilities 2014: $454,683Net Assets 2014: $666,6842014Assets 2015: $1,017,234Liabilities 2015: $308,469Net Assets 2015: $708,7652015Assets 2016: $1,272,412Liabilities 2016: $231,897Net Assets 2016: $1,040,5152016Assets 2017: $1,597,612Liabilities 2017: $289,018Net Assets 2017: $1,308,5942017Assets 2018: $1,931,325Liabilities 2018: $284,382Net Assets 2018: $1,646,9432018Assets 2019: $1,940,785Liabilities 2019: $266,326Net Assets 2019: $1,674,4592019Assets 2020: $1,334,951Liabilities 2020: $430,879Net Assets 2020: $904,0722020Assets 2021: $1,460,479Liabilities 2021: $580,275Net Assets 2021: $880,2042021Assets 2022: $1,784,232Liabilities 2022: $491,364Net Assets 2022: $1,292,8682022Assets 2023: $2,374,020Liabilities 2023: $277,765Net Assets 2023: $2,096,2552023Assets 2024: $3,759,764Liabilities 2024: $630,323Net Assets 2024: $3,129,4412024

Highlighted filing

2016

Assets$1,272,412
Liabilities$231,897
Net Assets$1,040,515
Open 2016 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,083,8822011Expenses 2012: $2,390,3172012Revenue 2013: $2,159,436Expenses 2013: $2,742,348Net Income 2013: -$582,9122013Revenue 2014: $2,173,521Expenses 2014: $2,665,900Net Income 2014: -$492,3792014Revenue 2015: $2,744,954Expenses 2015: $2,702,873Net Income 2015: $42,0812015Revenue 2016: $2,597,594Expenses 2016: $2,265,844Net Income 2016: $331,7502016Revenue 2017: $3,228,302Expenses 2017: $2,960,223Net Income 2017: $268,0792017Revenue 2018: $3,427,591Expenses 2018: $3,089,242Net Income 2018: $338,3492018Revenue 2019: $3,383,875Expenses 2019: $3,356,359Net Income 2019: $27,5162019Revenue 2020: $1,906,864Expenses 2020: $2,677,251Net Income 2020: -$770,3872020Revenue 2021: $3,534,646Expenses 2021: $3,558,514Net Income 2021: -$23,8682021Revenue 2022: $4,576,207Expenses 2022: $4,163,543Net Income 2022: $412,6642022Revenue 2023: $4,841,673Expenses 2023: $4,190,015Net Income 2023: $651,6582023Revenue 2024: $5,584,160Expenses 2024: $4,550,974Net Income 2024: $1,033,1862024

Highlighted filing

2016

Revenue$2,597,594
Expenses$2,265,844
Net Income$331,750
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Gross Receipts
$2,597,594
Mission and Program Overview

Mission

National association of investment sponsors, broker dealers, & industry professionals organized to ensure unity of direction and efficient coordination of issues relating to strategies & operational alignment in their offer & distribution of direct investments.

Advocating direct investments through education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$836,492$1,143,882▲ $307,390
Accounts Receivable$85,313$96,226▲ $10,913
Prepaid Expenses and Deferred Charges$80,426$22,182▼ $58,244
Land, Buildings, and Equipment, Net$15,003$10,122▼ $4,881
Total Assets$1,017,234$1,272,412▲ $255,178
Liabilities
Accounts Payable and Accrued Expenses$308,469$203,398▼ $105,071
Deferred Revenue$0$28,499▲ $28,499
Total Liabilities$308,469$231,897▼ $76,572
Net Assets / Fund Balance
Unrestricted Net Assets$708,765$1,040,515▲ $331,750
Total Net Assets Fund Balance$708,765$1,040,515▲ $331,750
Total Liabilities and Net Assets / Fund Balance$1,017,234$1,272,412▲ $255,178

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,122$39,492$49,614
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony CheresoPresident/CEOFT$243,984$73,141$317,125
Kevin HoganFormer President/CEO-$183,000$183,000$183,000
Matthew TramelChief Communication OfficerFT$140,384$42,177$182,561
Dawn JacobsenDirector of Strategic RelationsFT$113,512$61,293$174,805
Jerry MontgomeryDirector of EducationFT$109,619$50,911$160,530
Tracy MesterharmAssociate DirectorFT$107,251$46,901$154,152

Board Members and Trustees

NameTitle
Thomas SittemaChair Elect
Kevin ShieldsChairman
Alan FeldmanDirector
Charles MurrayDirector
Daniel GilbertDirector
Ella NeylandDirector
Frank MccarthyDirector
Frank MullerDirector
Gerald StahleckerDirector
Jeff RosenthalDirector
John CarterDirector
John GutheryDirector
Karen BeanDirector
Keith AllaireDirector
Martel DayDirector
Matt FriesDirector
Mitchell SabshonDirector
Nathan HeadrickDirector
Rosemarie ThurstonDirector
Sherri SchugartDirector
Wally KunzmanDirector
Wayne SouzaDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Renaissance Chicago Downtown HotelHotel/catering1 WEST UPPER WACKER DRIVE, Chicago, IL 60601$248,135
Eris GroupLobbying439 NEW JERSEY AVENUE SE, Washington, DC 20003$222,417
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,597,104
Investment Income
$490
Other Revenue
$0
Change in Net Assets
$331,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,189,582
Other Expenses$1,076,262
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$525,712
Other Salaries and Wages---$504,901
Conferences and Meetings---$470,747
Fees for Services Lobbying---$272,417
Information Technology---$92,691
Other Employee Benefits---$76,727
Payroll Taxes---$64,600
Travel---$41,820
Office Expenses---$31,644
Pension Plan Contributions---$17,642
Fees for Services Other---$17,399
Fees for Services Accounting---$14,064
Fees for Services Legal---$9,659
Insurance---$7,589
Depreciation Depletion---$4,881
Other Expenses---$4,830
All Other Expenses---$3,227
Advertising---$1,584
Occupancy---$1,227
Total Functional Expenses$0$0$0$2,265,844
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$362,505
Current Year Nondeductible Lobbying and Political Cost$272,417
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members.”

Form 990, Part VI, Section A, Line 7A

“The association's members nominate and elect members of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The ceo reviews the form 990 with the treasurer followed by a review of the form 990 by the finance committee.”

Form 990, Part VI, Section B, Line 15

“Ipa utilizes comparability data, including compensation surveys and copies of written employment contracts of similarly situated organizations but does not document deliberations regarding ceo compensation. The last such compensation review took place in december of 2016.”

Form 990, Part VI, Section C, Line 19

“The organization's policies, governance documents and conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
Investment Program Association Inc
EIN
22-2597521
Phone
2128129799
Address
PO BOX 480, ELLICOTT CITY, MD 21041

Signing Officer

Name
Anthony Chereso
Title
President and CEO
Phone
2128129799
Signed
2017-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Chereso
Formed
2005
Legal Domicile
Dc
Voting Board Members
21
Independent Board Members
21
Employees
6
Volunteers
396

Preparer

Firm
Jones Maresca & Mcquade Pa
Address
1801 MCCORMICK DRIVE SUITE 200, LARGO, MD 20774
Preparer
Mario F Maresca CPA
Phone
3016366001
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization's policy on independent accountant selection and oversight has not changed during the current year.”

Financial Statement Notes

PART X, LINE 2:

“The association is exempt from federal income tax based on the provisions of section 501(c)(6) of the internal revenue code; therefore, no provision for income taxes has been included in these financial statements. The association adopted financial accounting standards board accounting standards codification (fasb asc) 740, income taxes, with no cumulative effect adjustment required.”

Raw XML AppendixShowing 400 of 607 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0308469
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0203398
IRS990/AccountsReceivableGrp/BOYAmt085313
IRS990/AccountsReceivableGrp/EOYAmt096226
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ADVOCATING DIRECT INVESTMENTS THROUGH EDUCATION.
IRS990/AdvertisingGrp/TotalAmt01584
IRS990/AllOtherExpensesGrp/TotalAmt03227
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0TRACY MESTERHARM
IRS990/BooksInCareOfDetail/PhoneNum02128129799
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04625 ILCHESTER ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ELLICOTT CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021043
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0525712
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0470747
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0248135
IRS990/ContractorCompensationGrp/CompensationAmt1222417
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01 WEST UPPER WACKER DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1439 NEW JERSEY AVENUE SE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060601
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd120003
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0RENAISSANCE CHICAGO DOWNTOWN HOTEL
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1ERIS GROUP
IRS990/ContractorCompensationGrp/ServicesDesc0HOTEL/CATERING
IRS990/ContractorCompensationGrp/ServicesDesc1LOBBYING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0490
IRS990/CYOtherExpensesAmt01076262
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02597104
IRS990/CYRevenuesLessExpensesAmt0331750
IRS990/CYSalariesCompEmpBnftPaidAmt01189582
IRS990/CYTotalExpensesAmt02265844
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02597594
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt028499
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt04881
IRS990/Desc0MEMBERSHIP MEETINGS: TWO MEMBERSHIP MEETINGS ARE HELD EACH YEAR TO DISSEMINATE CURRENT INDUSTRY TRENDS AND REGULATORY UPDATES.IN 2016, APPROXIMATELY 430 PEOPLE BENEFITTED FROM ATTENDING MEMBERSHIP MEETINGS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt014064
IRS990/FeesForServicesLegalGrp/TotalAmt09659
IRS990/FeesForServicesLobbyingGrp/TotalAmt0272417
IRS990/FeesForServicesOtherGrp/TotalAmt017399
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt200.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt270.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2233141
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2318677
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2423401
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2537793
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2627411
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/PersonNm0KEVIN SHIELDS
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS SITTEMA
IRS990/Form990PartVIISectionAGrp/PersonNm2KEITH ALLAIRE
IRS990/Form990PartVIISectionAGrp/PersonNm3MARTEL DAY
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN GUTHERY
IRS990/Form990PartVIISectionAGrp/PersonNm5NATHAN HEADRICK
IRS990/Form990PartVIISectionAGrp/PersonNm6WALLY KUNZMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7FRANK MCCARTHY
IRS990/Form990PartVIISectionAGrp/PersonNm8FRANK MULLER
IRS990/Form990PartVIISectionAGrp/PersonNm9CHARLES MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm10ELLA NEYLAND
IRS990/Form990PartVIISectionAGrp/PersonNm11MITCHELL SABSHON
IRS990/Form990PartVIISectionAGrp/PersonNm12SHERRI SCHUGART
IRS990/Form990PartVIISectionAGrp/PersonNm13GERALD STAHLECKER
IRS990/Form990PartVIISectionAGrp/PersonNm14ROSEMARIE THURSTON
IRS990/Form990PartVIISectionAGrp/PersonNm15MATT FRIES
IRS990/Form990PartVIISectionAGrp/PersonNm16KAREN BEAN
IRS990/Form990PartVIISectionAGrp/PersonNm17JOHN CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm18ALAN FELDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19DANIEL GILBERT
IRS990/Form990PartVIISectionAGrp/PersonNm20JEFF ROSENTHAL
IRS990/Form990PartVIISectionAGrp/PersonNm21WAYNE SOUZA
IRS990/Form990PartVIISectionAGrp/PersonNm22ANTHONY CHERESO
IRS990/Form990PartVIISectionAGrp/PersonNm23MATTHEW TRAMEL
IRS990/Form990PartVIISectionAGrp/PersonNm24TRACY MESTERHARM
IRS990/Form990PartVIISectionAGrp/PersonNm25DAWN JACOBSEN
IRS990/Form990PartVIISectionAGrp/PersonNm26JERRY MONTGOMERY
IRS990/Form990PartVIISectionAGrp/PersonNm27KEVIN HOGAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22283984
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23163884
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24130751
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25137012
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26133119
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27183000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHIEF COMMUNICATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt24ASSOCIATE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIR. OF STRATEGIC RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR OF EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt27FORMER PRESIDENT/CEO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02597594
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt092691
IRS990/InsuranceGrp/TotalAmt07589
IRS990/InvestmentIncomeGrp/ExclusionAmt0490
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0490
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt039492
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015003
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010122
IRS990/LandBldgEquipCostOrOtherBssAmt049614
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NATIONAL ASSOCIATION OF INVESTMENT SPONSORS, BROKER DEALERS, & INDUSTRY PROFESSIONALS ORGANIZED TO ENSURE UNITY OF DIRECTION AND EFFICIENT COORDINATION OF ISSUES RELATING TO STRATEGIES & OPERATIONAL ALIGNMENT IN THEIR OFFER & DISTRIBUTION OF DIRECT INVESTMENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0708765
IRS990/NetAssetsOrFundBalancesEOYAmt01040515
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01227
IRS990/OfficeExpensesGrp/TotalAmt031644
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt076727
IRS990/OtherExpensesGrp/Desc0PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc1SUBCRIPTIONS AND DUES
IRS990/OtherExpensesGrp/Desc2EDUCATION SERVICES
IRS990/OtherExpensesGrp/Desc3POLICY ADVOCACY-DOL
IRS990/OtherExpensesGrp/TotalAmt049389
IRS990/OtherExpensesGrp/TotalAmt133650
IRS990/OtherExpensesGrp/TotalAmt219444
IRS990/OtherExpensesGrp/TotalAmt34830
IRS990/OtherSalariesAndWagesGrp/TotalAmt0504901
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt064600
IRS990/PensionPlanContributionsGrp/TotalAmt017642
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt080426
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022182
IRS990/PrincipalOfficerNm0ANTHONY CHERESO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/BusinessCd2611430
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1SEMINARS AND CONFERENC
IRS990/ProgramServiceRevenueGrp/Desc2EDUCATION PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01665014
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1912037
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt220053
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01665014
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1912037
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt220053
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02288
IRS990/PYOtherExpensesAmt01396780
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02742666
IRS990/PYRevenuesLessExpensesAmt042081
IRS990/PYSalariesCompEmpBnftPaidAmt01306093
IRS990/PYTotalExpensesAmt02702873
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02744954
IRS990/ReconcilationRevenueExpnssAmt0331750
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0836492
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01143882
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt0249752
IRS990ScheduleC/AgreeCarryoverPriorYearInd01
IRS990ScheduleC/CarriedOverAmt0112753
IRS990ScheduleC/DuesAssessmentsAmt01665014
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt090088
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt0272417
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0362505
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt010122
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039492

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,272,412
Liabilities
$231,897
Net assets
$1,040,515
Revenue
$2,597,594
Expenses
$2,265,844
Net income
$331,750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.63$3.13$5.58$4.55$1.03
2023Summary only. Only limited summary data is available for this year.$2.37$0.28$2.10$4.84$4.19$0.65
2022Summary only. Only limited summary data is available for this year.$1.78$0.49$1.29$4.58$4.16$0.41
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.58$0.88$3.53$3.56$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.43$0.90$1.91$2.68$0.77
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.27$1.67$3.38$3.36$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.28$1.65$3.43$3.09$0.34
2017Summary only. Only limited summary data is available for this year.$1.60$0.29$1.31$3.23$2.96$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.23$1.04$2.60$2.27$0.33
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.31$0.71$2.74$2.70$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.45$0.67$2.17$2.67$0.49
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.17$1.16$2.16$2.74$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.13$1.74$2.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.12$1.97$2.08