Civic Intelligence

Investment Diversity Advisory

EIN 92-1373494 • 501(c)6 • New York, NY

Profile

Investment diversity advisory council (idac) was launched in february 2020 as an independently operating forum for investment organizations to share best practices and document progress on diversity, equity and inclusion in the asset management industry. Idac's mission is to bring together like-minded asset allocators, asset managers, advocacy groups, professional societies and academics committed to taking practical steps to fully engage the best talent from all sources to meet our stakeholder objectives; to promote transparency, structure standards and practical steps that can drive the integration of dei throughout our industry; and to share best practices, case studies, and implementation roadmaps illustrating different paths to success and examples for overcoming challenges along the way.

330 West 38th Street Suite 1105New York, NY 10018

idac.net

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.08x

Higher debt load relative to assets than 61% of similar nonprofits.

NTEE S41 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.07x

Higher debt load relative to revenue than 59% of similar nonprofits.

NTEE S41 • $500k-$1M nonprofits • Source year 2024

Net Margin

13th percentile

-14%

Higher net margin than 13% of similar nonprofits.

NTEE S41 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$181,923

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 28.5% of source-year revenue.

NTEE S41 • $500k-$1M nonprofits • Source year 2024

Asset Growth

24th percentile

-8.5%

Faster asset growth than 24% of similar nonprofits.

NTEE S41 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-16%

Faster revenue growth than 14% of similar nonprofits.

NTEE S41 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$556,584

Down $51,804 (-8.5%) from 2023

Liabilities

Up

$43,154

Up $40,554 (+1560%) from 2023

Net Assets

Down

$513,430

Down $92,358 (-15%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin13th percentile

Revenue

Down

$638,973

Down $123,655 (-16%) from 2023

Expenses

Up

$731,332

Up $294,533 (+67%) from 2023

Net Income

Down

-$92,359

Down $418,188 (-128%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2023: $608,388Liabilities 2023: $2,600Net Assets 2023: $605,7882023Assets 2024: $556,584Liabilities 2024: $43,154Net Assets 2024: $513,4302024

Highlighted filing

2024

Assets$556,584
Liabilities$43,154
Net Assets$513,430
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2023: $762,628Expenses 2023: $436,799Net Income 2023: $325,8292023Revenue 2024: $638,973Expenses 2024: $731,332Net Income 2024: -$92,3592024

Highlighted filing

2024

Revenue$638,973
Expenses$731,332
Net Income-$92,359
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$556,584
Liabilities
$43,154
Net assets
$513,430
Revenue
$638,973
Expenses
$731,332
Net income
-$92,359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.57$0.43$5.13$6.39$7.31$0.92
2023Detailed filing. Detailed filing data is available for this year.$6.08$0.03$6.06$7.63$4.37$3.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$638,973
Mission and Program Overview

Mission

Investment diversity advisory council (idac) was launched in february 2020 as an independently operating forum for investment organizations to share best practices and document progress on diversity, equity and inclusion in the asset management industry. Idac's mission is to bring together like-minded asset allocators, asset managers, advocacy groups, professional societies and academics committed to taking practical steps to fully engage the best talent from all sources to meet our stakeholder objectives; to promote transparency, structure standards and practical steps that can drive the integration of dei throughout our industry; and to share best practices, case studies, and implementation roadmaps illustrating different paths to success and examples for overcoming challenges along the way.

To increase diversity, equity and inclusion within the asset management industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$505,262$411,490▼ $93,772
Accounts Receivable-$73,052-
Savings and Temporary Cash Investments$103,127$72,042▼ $31,085
Total Assets$608,389$556,584▼ $51,805
Liabilities
Accounts Payable and Accrued Expenses$2,600$43,154▲ $40,554
Total Liabilities$2,600$43,154▲ $40,554
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$605,789$513,430▼ $92,359
Total Net Assets Fund Balance$605,789$513,430▼ $92,359
Total Liabilities and Net Assets / Fund Balance$608,389$556,584▼ $51,805
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Monalisa ComoCEO/presidentFT$181,923$181,923

Board Members and Trustees

NameTitle
Sam AustinChair & Founder
Bill BraxtonCo Vice-chair
Reginald ScantleburyCo Vice-chair
Alex WigginsBoard Member
Angela MathenyBoard Member
Angela Miller-mayBoard Member
Angela OldenBoard Member
Erica SeremetaBoard Member
Gabriel RodriguezBoard Member
Jonathan GliddenBoard Member
Lauren MathiasBoard Member
Machel AllenBoard Member
Maisie ShortBoard Member
Mina Pacheco NazemiBoard Member
Prince DykesBoard Member
Samantha GrantBoard Member
Teri NobleBoard Member
Stephanie RobertsSecretary
Joe BlairTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$635,950
Investment Income
$3,023
Other Revenue
$0
Change in Net Assets
$-92,359

Audited Revenue Reconciliation

Revenue per Audited Statements
$638,973
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$50,000
Total Revenue per Audited Statements
$688,973
Total Revenue per Form 990
$638,973
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$527,960
Salaries, Compensation, and Employee Benefits$203,372
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---$186,885
Fees for Services Management---$65,350
Information Technology---$62,625
Travel---$32,983
Fees for Services Accounting---$17,000
Payroll Taxes---$16,487
Office Expenses---$14,538
Fees for Services Other---$9,682
Advertising---$9,618
Other Expenses---$8,698
Fees for Services Legal---$5,812
Insurance---$1,113
Total Functional Expenses$0$0$0$731,332

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$781,332
Expenses per Audited Statements$731,332
Total Expenses per Form 990$731,332
Expenses Not Reported on Form 990$50,000
Expenses Not Reported on Financial Statements$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 corporation shall have one class of members. Individuals and entities that are affiliated with the investment management industry or the broader financial services industry as well as individuals who work, advise or contract with financial institutions shall be eligible for membership on approval by the board.”

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

“The form 990 will be reviewed by the finance committee and will be sent to all board members after it is filed and will be made available upon request to members.”

Form 990, Part VI, Section B, Line 12C

“The policy covers directors, officers and committee members of idac and requires each to sign an annual statement whereby they affirm compliance with the policy and/or disclosure of all conflicts of interest. Currently, the board reviews annual disclosre statements and takes appropriate measures if a potential or actual conflict exists. Persons with an interest in any matter under review by the board are not permitted to be present at or participate in any deliberations or voting by the board with respect to the matter giving rise to the potential conflict, and must not attempt to influence improperly the deliberation or voting on such matter.”

Form 990, Part VI, Section C, Line 19

“The organization does not make these documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Investment Diversity Advisory
EIN
92-1373494
Phone
2124963155
Address
330 WEST 38TH STREET SUITE 1105, NEW YORK, NY 10018

Signing Officer

Name
Joe Blair
Title
Treasurer
Phone
2124963155
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Blair
Formed
2022
Legal Domicile
De
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
16

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL, PITTSFORD, NY 14534
Preparer
Richard Leicht
Phone
5853811000
Supplemental Narrative

Additional Explanations

Form 990, Part Cii, Line 2C

“The process has not changed from the prior year.”

Raw XML AppendixShowing 400 of 427 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.

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IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE INVESTMENT DIVERSITY ADVISORY COUNCIL, INC., OR IDAC, IS MORE THAN JUST A 501C-6 MEMBERSHIP ORGANIZATION. IT'S A COLLABORATIVE NETWORK THAT UNITES THE FINANCIAL SECTOR, BRINGING TOGETHER INDUSTRY LEADERS AND ORGANIZATIONS TO CHAMPION AND IDENTIFY INNOVATIVE SOLUTIONS FOR CAPITAL MAXIMIZATION. BY UNLOCKING UNTAPPED POTENTIAL AND TALENT, IDAC'S NETWORK OF LEADERS STRIVES TO CREATE SUPERIOR OUTCOMES FOR STAKEHOLDERS, WITH FINANCIAL INCLUSION AS THE CORE MISSION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0605789
IRS990/NetAssetsOrFundBalancesEOYAmt0513430
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0605789
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0513430
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt014538
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOOD AND BEVERAGE
IRS990/OtherExpensesGrp/Desc1VENUE
IRS990/OtherExpensesGrp/Desc2FEES
IRS990/OtherExpensesGrp/Desc3EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/TotalAmt0145011
IRS990/OtherExpensesGrp/TotalAmt1140776
IRS990/OtherExpensesGrp/TotalAmt214754
IRS990/OtherExpensesGrp/TotalAmt38698
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt016487
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOE BLAIR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813920
IRS990/ProgramServiceRevenueGrp/Desc0SUMMIT REGISTRATION AN
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0635950
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04328
IRS990/PYOtherExpensesAmt0436799
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0758300
IRS990/PYRevenuesLessExpensesAmt0325829
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0436799
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0762628
IRS990/ReconcilationRevenueExpnssAmt0-92359
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0635950
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0103127
IRS990/SavingsAndTempCashInvstGrp/EOYAmt072042
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt050000
IRS990ScheduleD/DonatedServicesUseFcltsAmt050000
IRS990ScheduleD/ExpensesNotReportedAmt050000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0731332
IRS990ScheduleD/RevenueNotReportedAmt050000
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0638973
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0731332
IRS990ScheduleD/TotalRevenuePerForm990Amt0638973
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0688973
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0781332
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MONALISA COMO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO/PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0181923
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION SHALL HAVE ONE CLASS OF MEMBERS. INDIVIDUALS AND ENTITIES THAT ARE AFFILIATED WITH THE INVESTMENT MANAGEMENT INDUSTRY OR THE BROADER FINANCIAL SERVICES INDUSTRY AS WELL AS INDIVIDUALS WHO WORK, ADVISE OR CONTRACT WITH FINANCIAL INSTITUTIONS SHALL BE ELIGIBLE FOR MEMBERSHIP ON APPROVAL BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE AND WILL BE SENT TO ALL BOARD MEMBERS AFTER IT IS FILED AND WILL BE MADE AVAILABLE UPON REQUEST TO MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE POLICY COVERS DIRECTORS, OFFICERS AND COMMITTEE MEMBERS OF IDAC AND REQUIRES EACH TO SIGN AN ANNUAL STATEMENT WHEREBY THEY AFFIRM COMPLIANCE WITH THE POLICY AND/OR DISCLOSURE OF ALL CONFLICTS OF INTEREST. CURRENTLY, THE BOARD REVIEWS ANNUAL DISCLOSRE STATEMENTS AND TAKES APPROPRIATE MEASURES IF A POTENTIAL OR ACTUAL CONFLICT EXISTS. PERSONS WITH AN INTEREST IN ANY MATTER UNDER REVIEW BY THE BOARD ARE NOT PERMITTED TO BE PRESENT AT OR PARTICIPATE IN ANY DELIBERATIONS OR VOTING BY THE BOARD WITH RESPECT TO THE MATTER GIVING RISE TO THE POTENTIAL CONFLICT, AND MUST NOT ATTEMPT TO INFLUENCE IMPROPERLY THE DELIBERATION OR VOTING ON SUCH MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART CII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0608389
IRS990/TotalAssetsEOYAmt0556584
IRS990/TotalAssetsGrp/BOYAmt0608389
IRS990/TotalAssetsGrp/EOYAmt0556584
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/TotalAmt0731332
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02600
IRS990/TotalLiabilitiesEOYAmt043154
IRS990/TotalLiabilitiesGrp/BOYAmt02600
IRS990/TotalLiabilitiesGrp/EOYAmt043154
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0605789
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0513430
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt0181923
IRS990/TotalRevenueGrp/ExclusionAmt03023
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0635950
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0638973
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt016
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0556584
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt032983
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0330 WEST 38TH STREET SUITE 1105
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010018
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0IDAC.NET
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE BLAIR

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