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Investment Adviser Association

  • Washington, DC
  • Tax-exempt since Dec. 1948
  • EIN: 13-6130873

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$6.86M (2023)

Expenses
$7.11M (2023)

Total Assets
$10.4M (2023)

Total Liabilities
$7.3M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,862,509
Expenses
$7,114,955
Net Income
-$252,446
Net Assets
$3,096,532
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,627,092
96.6%
Investment Income $202,032
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $5,794
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $27,591
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,077,671
15.1%
Professional Fundraising Fees $0
Other Salaries and Wages $3,331,247
46.8%
Assets/Debt
Total Assets $10,400,041
Total Liabilities $7,303,509
Net Assets $3,096,532
Compensation
Key Employees and Officers Compensation Related Other
Karen L Barr (President & Ceo) $496,546 $0 $86,684
Gail C Bernstein (Secretary & General Counsel) $429,080 $0 $65,361
Neil Simon (Vp, Government Relations) $279,580 $0 $33,627
Monique Botkin (Associate General Counsel) $275,080 $0 $43,100
Laura Grossman (Associate General Counsel) $272,080 $0 $60,944
Sanjay Lamba (Associate General Counsel) $267,580 $0 $28,947
William Nelson (Associate General Counsel) $256,080 $0 $35,827
Alison Baur (Chair, Board Member) $0 $0 $0
Yvette Garcia (Past Chair) $0 $0 $0
Joan Giardina (Treasurer,Board Member) $0 $0 $0
Geoffrey Alexander (Vice Chair, Board Member) $0 $0 $0
Rebekah Kohmescher (Board Member) $0 $0 $0
R Kelly Williams (Board Member) $0 $0 $0
Laura Drynan (Board Member) $0 $0 $0
Peter Tuz (Board Member) $0 $0 $0
Randy Conner (Board Member) $0 $0 $0
Carlotta King (Board Member) $0 $0 $0
James Febeo (Board Member) $0 $0 $0
William Roberts (Board Member) $0 $0 $0
Rana Wright (Board Member) $0 $0 $0
Maureen Quigley (Board Member) $0 $0 $0
Steven Wilkes (Board Member) $0 $0 $0
Robert Mairs (Board Member) $0 $0 $0
Catherine Halberstadt (Board Member) $0 $0 $0
Christine Morgan (Board Member) $0 $0 $0
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990
Filed on Nov. 12, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,808,451
Expenses
$6,960,922
Net Income
-$152,471
Net Assets
$3,247,262
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,659,657
97.8%
Investment Income $117,316
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $4,804
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $26,674
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,068,635
15.4%
Professional Fundraising Fees $0
Other Salaries and Wages $3,152,171
45.3%
Assets/Debt
Total Assets $8,563,658
Total Liabilities $5,316,396
Net Assets $3,247,262
Compensation
Key Employees and Officers Compensation Related Other
Karen L Barr (President & Ceo) $484,314 $0 $78,510
Gail C Bernstein (Secretary & General Counsel) $420,148 $0 $85,662
Neil Simon (Vp, Government Relations) $273,328 $0 $32,787
Monique Botkin (Associate General Counsel) $269,636 $0 $40,161
Laura Grossman (Associate General Counsel) $266,531 $0 $56,737
Sanjay Lamba (Associate General Counsel) $260,873 $0 $27,996
William Nelson (Associate General Counsel) $252,148 $0 $33,904
Yvette Garcia (Chair/Board Member) $0 $0 $0
Alison Baur (Vice Chair/Board Member) $0 $0 $0
Joan Giardina (Treasurer/Board Member) $0 $0 $0
Burnie Sparks (Board Member) $0 $0 $0
Steven Wilkes (Board Member) $0 $0 $0
Rana Wright (Board Member) $0 $0 $0
Benjamin Alden (Board Member) $0 $0 $0
James Febeo (Board Member) $0 $0 $0
Catherine Halberstadt (Board Member) $0 $0 $0
Randy Conner (Board Member) $0 $0 $0
Rebekah Kohmescher (Board Member) $0 $0 $0
Gwen Reinke (Board Member) $0 $0 $0
Peter Tuz (Board Member) $0 $0 $0
Geoffrey Alexander (Board Member) $0 $0 $0
Mason King (Board Member) $0 $0 $0
Charles Mahar (Board Member) $0 $0 $0
Christine Morgan (Board Member) $0 $0 $0
Jeff Schweon (Board Member) $0 $0 $0
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990
Filed on Dec. 19, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 3) View Filing (3 of 3)

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,665,058
Expenses
$6,225,415
Net Income
-$560,357
Net Assets
$3,620,498
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,520,179
97.4%
Investment Income $137,256
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $3,673
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,950
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,040,027
16.7%
Professional Fundraising Fees $0
Other Salaries and Wages $3,065,531
49.2%
Assets/Debt
Total Assets $7,311,735
Total Liabilities $3,691,237
Net Assets $3,620,498
Compensation
Key Employees and Officers Compensation Related Other
Karen L Barr (President & Ceo) $485,384 $0 $73,064
Gail C Bernstein (Secretary & General Counse) $403,648 $0 $77,931
Neil A Simon (Vp, Government Relations) $264,648 $0 $4,970
Monique Botkin (Associate General Counsel) $261,148 $0 $38,606
Sarah Buescher (Associate General Counsel) $259,648 $0 $27,417
Laura Grossman (Associate General Counsel) $258,148 $0 $56,156
Sanjay Lamba (Associate General Counsel) $252,648 $0 $26,717
Christine Carsman (Chair/Board Member) $0 $0 $0
Yvette Garcia (Vice Chair/Board Member) $0 $0 $0
Jane Williams (Past Chair/Board Member) $0 $0 $0
Burnie Sparks (Treasurer/Board Member) $0 $0 $0
Richard Adler (Board Member) $0 $0 $0
Geoffrey Alexander (Board Member) $0 $0 $0
Joan Giardina (Board Member) $0 $0 $0
Richard Hough (Board Member) $0 $0 $0
Steven Wilkes (Board Member) $0 $0 $0
Rana Wright (Board Member) $0 $0 $0
Benjamin Alden (Board Member) $0 $0 $0
James Febeo (Board Member) $0 $0 $0
Catherine Halberstadt (Board Member) $0 $0 $0
Gwen Reinke (Board Member) $0 $0 $0
Peter Tuz (Board Member) $0 $0 $0
Alison Baur (Board Member) $0 $0 $0
Mason King (Board Member) $0 $0 $0
Charles Mahar (Board Member) $0 $0 $0
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990
Filed on Dec. 19, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 2)

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,258,601
Expenses
$5,946,964
Net Income
$311,637
Net Assets
$4,317,964
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,044,384
96.6%
Investment Income $206,690
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,169
0.0%
Net Fundraising $0
Sales of Assets -$942
Net Inventory Sales $0
Other Revenue $6,300
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $981,684
16.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,761,187
46.4%
Assets/Debt
Total Assets $7,849,853
Total Liabilities $3,531,889
Net Assets $4,317,964
Compensation
Key Employees and Officers Compensation Related Other
Karen L Barr (President & Ceo) $468,610 $0 $72,022
Gail C Bernstein (Secretary & General Counse) $391,648 $0 $76,882
Neil A Simon (Vp Government Relations) $257,148 $0 $29,293
Monique Botkin (Associate General Counsel) $254,648 $0 $35,669
Sarah Buescher (Associate General Counsel) $253,148 $0 $25,315
Laura Grossman (Associate General Counsel) $251,648 $0 $53,273
Sanjay Lamba (Associate General Counsel) $246,148 $0 $24,615
Christine Carsman (Chair And Board Member) $0 $0 $0
Yvette Garcia (Vice Chair And Board Membe) $0 $0 $0
Richard Adler (Treasurer And Board Member) $0 $0 $0
Burnie Sparks (Treasurer And Board Member) $0 $0 $0
Jane Williams (Past Chair And Board Membe) $0 $0 $0
Benjamin Alden (Board Member) $0 $0 $0
Geoffrey Alexander (Board Member) $0 $0 $0
Karen Aspinall (Board Member) $0 $0 $0
Alison Baur (Board Member) $0 $0 $0
James Febeo (Board Member) $0 $0 $0
Joan Giardina (Board Member) $0 $0 $0
Catherine Halberstadt (Board Member) $0 $0 $0
Richard Hough (Board Member) $0 $0 $0
R Kelly Williams (Board Member) $0 $0 $0
Mason King (Board Member) $0 $0 $0
Charles Mahar (Board Member) $0 $0 $0
Christine Morgan (Board Member) $0 $0 $0
Jennifer Murphy (Board Member) $0 $0 $0
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990
Filed on Nov. 9, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,400,740
Expenses
$6,113,308
Net Income
$287,432
Net Assets
$4,033,776
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,226,624
97.3%
Investment Income $157,373
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,208
0.0%
Net Fundraising $0
Sales of Assets -$1,317
Net Inventory Sales $0
Other Revenue $16,852
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $923,206
15.1%
Professional Fundraising Fees $0
Other Salaries and Wages $2,643,749
43.2%
Assets/Debt
Total Assets $7,993,395
Total Liabilities $3,959,619
Net Assets $4,033,776
Compensation
Key Employees and Officers Compensation Related Other
Karen L Barr (President & Ceo) $439,336 $0 $46,928
Gail C Bernstein (Secretary & General Counse) $372,648 $0 $64,294
Neil A Simon (Vp Government Relations) $247,148 $0 $31,267
Monique Botkin (Associate General Counsel) $244,148 $0 $37,069
Sarah Buescher (Associate General Counsel) $242,648 $0 $24,265
Laura Grossman (Associate General Counsel) $241,148 $0 $54,267
Sanjay Lamba (Associate General Counsel) $237,148 $0 $26,772
Christine Carsman (Chair And Board Member) $0 $0 $0
Yvette Garcia (Vice Chair And Board Membe) $0 $0 $0
Richard Adler (Treasurer And Board Member) $0 $0 $0
Jane Williams (Past Chair And Board Membe) $0 $0 $0
Jonathan Roberts (Past Chair And Board Member) $0 $0 $0
Geoffrey Alexander (Board Member) $0 $0 $0
Karen Aspinall (Board Member) $0 $0 $0
Joan Giardina (Board Member) $0 $0 $0
Richard Hough Iii (Board Member) $0 $0 $0
Steven Wilkes (Board Member) $0 $0 $0
Mark Eveans (Board Member) $0 $0 $0
Benjamin Alden (Board Member) $0 $0 $0
James Febeo (Board Member) $0 $0 $0
David Oestreicher (Board Member) $0 $0 $0
Gwen Reinke (Board Member) $0 $0 $0
Burnice Sparks (Board Member) $0 $0 $0
Peter Tuz (Board Member) $0 $0 $0
Julie Vander Weele (Board Member) $0 $0 $0
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990
Filed on Nov. 5, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,828,438
Expenses
$5,868,411
Net Income
-$39,973
Net Assets
$3,699,648
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,683,361
97.5%
Investment Income $144,822
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income -$217
Net Fundraising $0
Sales of Assets -$3,906
Net Inventory Sales $0
Other Revenue $4,378
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $878,055
15.0%
Professional Fundraising Fees $0
Other Salaries and Wages $2,574,062
43.9%
Assets/Debt
Total Assets $6,655,764
Total Liabilities $2,956,116
Net Assets $3,699,648
Compensation
Key Employees and Officers Compensation Related Other
Karen L Barr (President & Ceo) $419,285 $0 $51,556
Gail C Bernstein (Secretary & General Counsel) $360,648 $0 $46,566
Neil A Simon (Vp Government Relations) $239,648 $0 $28,087
Monique Botkin (Associate General Counsel) $236,898 $0 $36,353
Sarah Buescher (Associate General Counsel) $235,398 $0 $24,422
Laura Grossman (Associate General Counsel) $233,898 $0 $34,853
Sanjay Lamba (Assistant General Counsel) $228,898 $0 $27,732
Jane Williams (Chair And Board Member) $0 $0 $0
Christine Carsman (Vice Chair And Board Member) $0 $0 $0
Richard Adler (Treasurer And Board Member) $0 $0 $0
Peter Boyle (Treasurer And Board Member) $0 $0 $0
Jonathan Roberts (Past Chair And Board Member) $0 $0 $0
Geoffrey Alexander (Board Member) $0 $0 $0
Karen Aspinall (Board Member) $0 $0 $0
Joan Giardina (Board Member) $0 $0 $0
Richard Hough Iii (Board Member) $0 $0 $0
Michael Provine (Board Member) $0 $0 $0
Steven Wilkes (Board Member) $0 $0 $0
Mark Eveans (Board Member) $0 $0 $0
Nancy Morris (Board Member) $0 $0 $0
David Oestreicher (Board Member) $0 $0 $0
Gwen Reinke (Board Member) $0 $0 $0
Burnice Sparks (Board Member) $0 $0 $0
Peter Tuz (Board Member) $0 $0 $0
Julie Vander Weele (Board Member) $0 $0 $0
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990
Filed on Nov. 12, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,463,193
Expenses
$5,139,830
Net Income
$323,363
Net Assets
$3,762,135
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,360,873
98.1%
Investment Income $98,476
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,844
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $728,600
14.2%
Professional Fundraising Fees $0
Other Salaries and Wages $2,146,144
41.8%
Assets/Debt
Total Assets $6,120,327
Total Liabilities $2,358,192
Net Assets $3,762,135
Compensation
Key Employees and Officers Compensation Related Other
Karen L Barr (President & Ceo) $408,098 $0 $41,254
Monique Botkin (Associate General Counsel) $232,415 $0 $36,121
Sanjay Lamba (Assistant General Counsel) $219,648 $0 $26,645
Neil Simon (Vp For Government Relations) $210,995 $0 $25,056
Laura Grossman (Assistant General Counsel) $210,404 $0 $48,754
Gail C Bernstein (Secretary/General Counsel) $171,085 $0 $40,597
Paul Glenn (Special Counsel) $160,243 $0 $19,984
Robert Grohowski (Secretary/General Counsel) $58,260 $0 $9,308
Jonathan Roberts (Chair & Past Chair) $0 $0 $0
Jane H Williams (Chair & Vice Chair) $0 $0 $0
Christine C Carsman (Vice Chair & Board Of Governors) $0 $0 $0
Scott E Richter (Past Chair) $0 $0 $0
Fausto Rotundo (Treasurer) $0 $0 $0
Peter Boyle (Treasurer) $0 $0 $0
Robert T Burns (Board Of Governors) $0 $0 $0
Yvette M Garcia (Board Of Governors) $0 $0 $0
Mary E Keefe (Board Of Governors) $0 $0 $0
Mason D King (Board Of Governors) $0 $0 $0
Charles Mahar (Board Of Governors) $0 $0 $0
Richard Adler (Board Of Governors) $0 $0 $0
Peter Boyle (Board Of Governors) $0 $0 $0
Joan M Giardina (Board Of Governors) $0 $0 $0
Richard R Hough Iii (Board Of Governors) $0 $0 $0
Michael C Provine (Board Of Governors) $0 $0 $0
Mark E Eveans (Board Of Governors) $0 $0 $0
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990
Filed on Aug. 14, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,155,863
Expenses
$4,849,597
Net Income
$306,266
Net Assets
$3,478,698
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,037,967
97.7%
Investment Income $114,077
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,819
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $829,203
17.1%
Professional Fundraising Fees $0
Other Salaries and Wages $2,175,420
44.9%
Assets/Debt
Total Assets $5,210,141
Total Liabilities $1,731,443
Net Assets $3,478,698
Compensation
Key Employees and Officers Compensation Related Other
Karen L Barr (President & Ceo) $396,480 $0 $41,817
Robert Grohowski (Secretary/ General Counsel) $352,980 $0 $58,827
Neil Simon (Vp For Government Relations) $221,480 $0 $26,258
Monique Botkin (Associate General Counsel) $217,980 $0 $33,773
Laura Grossman (Assistant General Counsel) $213,980 $0 $50,998
Kathy Ireland (Associate General Counsel) $211,730 $0 $36,429
Sanjay Lamba (Assistant General Counsel) $210,480 $0 $25,566
Jonathan Roberts (Chair) $0 $0 $0
Jane Williams (Vice Chair) $0 $0 $0
Scott E Richter (Past Chair) $0 $0 $0
Fausto Rotundo (Treasurer) $0 $0 $0
Richard Adler (Board Of Governors) $0 $0 $0
Peter J Boyle (Board Of Governors) $0 $0 $0
Robert T Burns (Board Of Governors) $0 $0 $0
Christine Carsman (Board Of Governors) $0 $0 $0
Mark E Eveans (Board Of Governors) $0 $0 $0
Yvette M Garcia (Board Of Governors) $0 $0 $0
Joan M Giardina (Board Of Governors) $0 $0 $0
Richard R Hough Iii (Board Of Governors) $0 $0 $0
Mary E Keefe (Board Of Governors) $0 $0 $0
Mason D King (Board Of Governors) $0 $0 $0
Charles Mahar (Board Of Governors) $0 $0 $0
Nancy M Morris (Board Of Governors) $0 $0 $0
David Oestreicher (Board Of Governors) $0 $0 $0
David Pollitzer (Board Of Governors) $0 $0 $0
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990
Filed on Aug. 16, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,597,119
Expenses
$4,359,341
Net Income
$237,778
Net Assets
$3,248,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,550,680
99.0%
Investment Income $42,589
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,850
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $691,334
15.9%
Professional Fundraising Fees $0
Other Salaries and Wages $2,003,758
46.0%
Assets/Debt
Total Assets $5,217,430
Total Liabilities $1,969,283
Net Assets $3,248,147
Compensation
Key Employees and Officers Compensation Related Other
Karen L Barr (President & Ceo) $383,677 $0 $39,157
Robert Grohowski (Secretary/ General Counsel) $268,500 $0 $24,967
Neil Simon (Vp For Government Relations) $216,480 $0 $25,698
Monique Botkin (Associate General Counsel) $211,948 $0 $33,748
Sanjay Lamba (Assistant General Counsel) $205,480 $0 $26,083
Kathy Ireland (Associate General Counsel) $199,829 $0 $39,633
Laura Grossman (Assistant General Counsel) $191,329 $0 $48,642
Jonathan Roberts (Chair) $0 $0 $0
Jane Williams (Vice Chair) $0 $0 $0
Scott E Richter (Past Chair) $0 $0 $0
Fausto Rotundo (Treasurer) $0 $0 $0
Richard Adler (Board Of Governors) $0 $0 $0
Peter J Boyle (Board Of Governors) $0 $0 $0
Robert H Bradley (Board Of Governors) $0 $0 $0
Robert T Burns (Board Of Governors) $0 $0 $0
Christine Carsman (Board Of Governors) $0 $0 $0
Mark E Eveans (Board Of Governors) $0 $0 $0
Yvette M Garcia (Board Of Governors) $0 $0 $0
Joan M Giardina (Board Of Governors) $0 $0 $0
Richard R Hough Iii (Board Of Governors) $0 $0 $0
Mary E Keefe (Board Of Governors) $0 $0 $0
Mason D King (Board Of Governors) $0 $0 $0
Charles Mahar (Board Of Governors) $0 $0 $0
Nancy M Morris (Board Of Governors) $0 $0 $0
David Oestreicher (Board Of Governors) $0 $0 $0
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990
Filed on Aug. 24, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,314,654
Expenses
$4,288,629
Net Income
$26,025
Net Assets
$3,037,010
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,286,657
99.4%
Investment Income $26,018
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,979
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $789,895
18.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,677,863
39.1%
Assets/Debt
Total Assets $4,793,907
Total Liabilities $1,756,897
Net Assets $3,037,010
Compensation
Key Employees and Officers Compensation Related Other
David G Tittsworth (President & Ceo) $380,324 $0 $62,893
Karen L Barr (President & Ceo) $308,932 $0 $37,656
Kathy Ireland (Associate General Counsel) $220,669 $0 $37,442
Neil Simon (Vp For Government Relations) $211,624 $0 $25,068
Sanjay Lamba (Assistant General Counsel) $201,624 $0 $23,828
Laura Grossman (Assistant General Counsel) $188,403 $0 $46,165
Paul Glenn (Senior Counsel) $149,624 $0 $18,585
Scott E Richter (Chair) $0 $0 $0
Jonathan Roberts (Vice Chair) $0 $0 $0
Vivian Pan (Past Chair) $0 $0 $0
Robert Bradley (Treasurer) $0 $0 $0
Richard Adler (Director) $0 $0 $0
Peter Boyle (Director) $0 $0 $0
Robert Burns (Director) $0 $0 $0
Christine Carsman (Director) $0 $0 $0
Yvette Garcia (Director) $0 $0 $0
Cheryl Hesse (Director) $0 $0 $0
Richard R Hough Iii (Director) $0 $0 $0
Mark Kemper (Director) $0 $0 $0
Clarence H King Iii (Director) $0 $0 $0
Mason King (Director) $0 $0 $0
Charles Mahar (Director) $0 $0 $0
Nancy M Morris (Director) $0 $0 $0
David Oestreicher (Director) $0 $0 $0
David Pollitzer (Director) $0 $0 $0
See filing for compensation of 6 other people →
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Document Links

990
Filed on Aug. 7, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,944,067
Expenses
$3,661,177
Net Income
$282,890
Net Assets
$3,014,679
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,912,316
99.2%
Investment Income $25,194
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,557
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $724,691
19.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,520,368
41.5%
Assets/Debt
Total Assets $4,735,607
Total Liabilities $1,720,928
Net Assets $3,014,679
Compensation
Key Employees and Officers Compensation Related Other
David G Tittsworth (Evp, Executive Director) $339,903 $0 $59,916
Karen L Barr (Secretary, General Counsel) $290,456 $0 $34,416
Kathy Ireland (Assistant General Counsel) $207,956 $0 $29,061
Neil Simon (Vp Government Relations) $206,456 $0 $23,586
Laura Grossman (Associate General Counsel) $198,956 $0 $29,713
Monique Botkin (Assistant General Counsel) $165,250 $0 $13,376
Paul Glenn (Special Counsel) $145,456 $0 $17,486
Scott E Richter (President) $0 $0 $0
Jonathan Roberts (Vice President) $0 $0 $0
Robert H Bradley (Treasurer) $0 $0 $0
Vivian Pan (Past President) $0 $0 $0
M Gervase Rosenberger (Past Vice President) $0 $0 $0
Robert T Burns (Director) $0 $0 $0
Mark F Kemper (Director) $0 $0 $0
Fausto Rotundo (Director) $0 $0 $0
Pat H Swanson (Director) $0 $0 $0
Richard Adler (Director) $0 $0 $0
Peter Boyle (Director) $0 $0 $0
Christine Carsman (Director) $0 $0 $0
Richard R Hough Iii (Director) $0 $0 $0
Clarence H King Iii (Director) $0 $0 $0
Michael C Provine (Director) $0 $0 $0
Nancy M Morris (Director) $0 $0 $0
David Oestreicher (Director) $0 $0 $0
David Pollitzer (Director) $0 $0 $0
See filing for compensation of 6 other people →
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990
Filed on Aug. 7, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,804,325
Expenses
$3,410,606
Net Income
$393,719
Net Assets
$2,771,915
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,775,544
99.2%
Investment Income $25,735
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,046
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $718,300
21.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,266,251
37.1%
Assets/Debt
Total Assets $4,349,815
Total Liabilities $1,577,900
Net Assets $2,771,915

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,592,527
Expenses
$3,433,940
Net Income
$158,587
Net Assets
$2,394,366
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,546,654
98.7%
Investment Income $42,155
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,718
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $847,141
24.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,252,121
36.5%
Assets/Debt
Total Assets $3,831,741
Total Liabilities $1,437,375
Net Assets $2,394,366

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated