Institute For Portfolio Alternatives Inc

Washington, DC
Tax-exempt since Aug. 1986
EIN: 22-2597521

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Type of Nonprofit

Designated as a 501(c)(6) Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Revenue

$4.84M (2023)

Expenses

$4.19M (2023)

Total Assets

$2.37M (2023)

Total Liabilities

$278k (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

Revenue

$4,841,673

Expenses

$4,190,015

Net Income

$651,658

Net Assets

$2,096,255

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$23,000	0.5%
Program Services	$4,716,931	97.4%
Investment Income	$48,991	1.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$52,751	1.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,177,845	28.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$64,402	1.5%

Assets/Debt
Total Assets	$2,374,020
Total Liabilities	$277,765
Net Assets	$2,096,255

Compensation

Key Employees and Officers	Compensation	Related	Other
Anya Coverman (President & Ceo)	$420,833	$0	$17,050
Megan Gavin (Director, Strategic Partnerships)	$335,116	$0	$19,951
Gina Gombar (Vp Government Affairs)	$198,395	$0	$16,233
Tracy Mesterharm (Assoc Dir/Secretary/Treasurer)	$159,689	$0	$10,578
Mr Chirag Bhavsar (Chair Elect)	$0	$0	$0
Mr Matt Fries (Chair)	$0	$0	$0
Ms Anne Marie Vandenberg (Chair Emeritus)	$0	$0	$0
Ms Deann Morgan (Director)	$0	$0	$0
Ms Ali Connaughton (Director)	$0	$0	$0
Mr James Goedtke (Director)	$0	$0	$0
Mr Tom Sittema (Director)	$0	$0	$0
Mr Douglas Krupa (Director)	$0	$0	$0
Mr Jeremy Beal (Director)	$0	$0	$0
Mr Mark Earley (Director)	$0	$0	$0
Mr Bill Duffy (Director)	$0	$0	$0
Ms Christina Fast Adamson (Director)	$0	$0	$0
Mr Brad Sussman (Director)	$0	$0	$0
Ms Nancy Fahmy (Director)	$0	$0	$0
Mr Jerry Pascucci (Director)	$0	$0	$0
Mr Brian Hurley (Director)	$0	$0	$0
Mr Chase Bolding (Director)	$0	$0	$0
Ms Sheila Rapple (Director)	$0	$0	$0
Mr Thayer Gallison (Director)	$0	$0	$0
Mr Jason Goode (Director)	$0	$0	$0
Mr Chris Shaw (Director)	$0	$0	$0
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990

Filed on July 15, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$4,576,207

Expenses

$4,163,543

Net Income

$412,664

Net Assets

$1,292,868

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$93,000	2.0%
Program Services	$4,480,443	97.9%
Investment Income	$4,262	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,498
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,281,452	30.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$219,223	5.3%

Assets/Debt
Total Assets	$1,784,232
Total Liabilities	$491,364
Net Assets	$1,292,868

Compensation

Key Employees and Officers	Compensation	Related	Other
Anthony Chereso (Pres/Ceo Until 7/22)	$397,920	$0	$25,485
Megan Gavin (Director, Strategic Partne)	$367,894	$0	$19,478
Anya Coverman (President/Ceo As Of 8/22)	$311,667	$0	$11,983
Tracy Mesterharm (Assoc Dir/Secretary/Treas Until 3/23)	$185,749	$0	$36,089
John Carter (Director)	$0	$0	$0
Keith Jones (Director)	$0	$0	$0
Mark Earley (Director)	$0	$0	$0
Kamal Jafarnia (Director)	$0	$0	$0
Michael Manning (Director)	$0	$0	$0
Chris Milner (Director)	$0	$0	$0
Matt Fries (Chair Elect)	$0	$0	$0
Timothy Rolfs (Director)	$0	$0	$0
Anne Marie Vandenberg (Chair)	$0	$0	$0
Dan Vene (Director)	$0	$0	$0
Jeremy Beal (Director)	$0	$0	$0
Chirag Bhavsar (Director)	$0	$0	$0
Ali Connaughton (Director)	$0	$0	$0
Bill Duffy (Director)	$0	$0	$0
Kevin Gannon (Ex Officio)	$0	$0	$0
James Goedtke (Director)	$0	$0	$0
Douglas Krupa (Director)	$0	$0	$0
Tom Sittema (Director)	$0	$0	$0
Paul Mumma (Director)	$0	$0	$0
Chase Bolding (Director)	$0	$0	$0
Sheila Rapple (Director)	$0	$0	$0
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990

Filed on Oct. 5, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$3,534,646

Expenses

$3,558,514

Net Income

-$23,868

Net Assets

$880,204

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,534,423	100.0%
Investment Income	$223	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,180,258	33.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$41,694	1.2%

Assets/Debt
Total Assets	$1,460,479
Total Liabilities	$580,275
Net Assets	$880,204

Compensation

Key Employees and Officers	Compensation	Related	Other
Anthony Chereso (President/Ceo)	$454,875	$0	$38,901
Anya Coverman (Svp, Govt Affairs & Gen Co)	$232,893	$0	$9,316
Megan Gavin (Director, Strategic Partnerships)	$216,177	$0	$6,139
Tracy Mesterharm (Assoc Dir/Secretary/Treas)	$165,918	$0	$33,800
Todd Lockwood (Director)	$0	$0	$0
John Carter (Director)	$0	$0	$0
Keith Jones (Director)	$0	$0	$0
Mark Earley (Director)	$0	$0	$0
Karen Garnett (Director)	$0	$0	$0
Mark Goldberg (Director)	$0	$0	$0
Kamal Jafarnia (Director)	$0	$0	$0
Chrissy Lee (Director)	$0	$0	$0
Mick Manning (Director)	$0	$0	$0
Frank Mccarthy (Director)	$0	$0	$0
Todd Van Pelt (Director)	$0	$0	$0
Chris Milner (Director)	$0	$0	$0
Matt Fries (Director)	$0	$0	$0
Timothy Rolfs (Director)	$0	$0	$0
Anne Marie Vandenberg (Chair Elect)	$0	$0	$0
Rick Murphy (Director)	$0	$0	$0
Michael Pagano (Director)	$0	$0	$0
Michael Reisner (Director)	$0	$0	$0
Jeff Taylor (Director)	$0	$0	$0
Rosemarie Thurston (Director)	$0	$0	$0
Leon Volchyok (Chair)	$0	$0	$0
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990

Filed on July 11, 2022

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Fiscal Year Ending Dec.
2020

Revenue

$1,906,864

Expenses

$2,677,251

Net Income

-$770,387

Net Assets

$904,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,905,337	99.9%
Investment Income	$1,527	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$897,116	33.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$295,437	11.0%

Assets/Debt
Total Assets	$1,334,951
Total Liabilities	$430,879
Net Assets	$904,072

Compensation

Key Employees and Officers	Compensation	Related	Other
Anthony Chereso (President/Ceo)	$421,193	$0	$37,637
Anya Coverman (Svp, Govt Affairs & Gen Co)	$218,220	$0	$4,696
Tracy Mesterharm (Assoc Dir/Secretary/Treas)	$161,064	$0	$31,806
Sohaila Farsheed (Exec Director Strategic Partnerships)	$127,738	$0	$12,113
Todd Lockwood (Director)	$0	$0	$0
Ella Neyland (Director)	$0	$0	$0
Thayer Gallison (Director)	$0	$0	$0
John Carter (Director)	$0	$0	$0
Keith Jones (Director)	$0	$0	$0
Mark Earley (Director)	$0	$0	$0
Daniel Cullen (Director)	$0	$0	$0
Karen Garnett (Director)	$0	$0	$0
Mark Goldberg (Director)	$0	$0	$0
Kamal Jafarnia (Director)	$0	$0	$0
Chrissy Lee (Director)	$0	$0	$0
Mick Manning (Director)	$0	$0	$0
Frank Mccarthy (Director)	$0	$0	$0
Todd Van Pelt (Director)	$0	$0	$0
Chris Milner (Director)	$0	$0	$0
Matt Fries (Director)	$0	$0	$0
Steve Deangelis (Director)	$0	$0	$0
Trisha Miller (Chair)	$0	$0	$0
Leonard Silverstein (Director)	$0	$0	$0
Timothy Rolfs (Director)	$0	$0	$0
Anne Marie Vandenberg (Director)	$0	$0	$0
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990

Filed on Nov. 11, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$3,383,875

Expenses

$3,356,359

Net Income

$27,516

Net Assets

$1,674,459

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,372,926	99.7%
Investment Income	$10,949	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$975,136	29.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$210,790	6.3%

Assets/Debt
Total Assets	$1,940,785
Total Liabilities	$266,326
Net Assets	$1,674,459

Compensation

Key Employees and Officers	Compensation	Related	Other
Anthony Chereso (President/Ceo)	$389,009	$0	$35,720
Anya Coverman (Svp, Govt Affairs & Gen Co)	$213,941	$0	$0
Matthew Tramel (Chief Communication Office)	$163,891	$0	$17,615
Tracy Mesterharm (Assoc Dir/Secretary/Treas)	$150,143	$0	$29,517
Jerry Montgomery (Director Of Education)	$135,966	$0	$26,183
Todd Lockwood (Director)	$0	$0	$0
Ella Neyland (Director)	$0	$0	$0
Thayer Gallison (Director)	$0	$0	$0
Gloria Nelund (Director)	$0	$0	$0
Keith Jones (Director)	$0	$0	$0
Michael Choate (Director)	$0	$0	$0
Daniel Cullen (Director)	$0	$0	$0
Robert Johnson (Director)	$0	$0	$0
Neil Menard (Director)	$0	$0	$0
Paul Mumma (Director)	$0	$0	$0
Nicole Petrosino (Director)	$0	$0	$0
Kevin Shields (Director)	$0	$0	$0
Scott Smith (Director)	$0	$0	$0
Allan Swaringen (Director)	$0	$0	$0
Todd Van Pelt (Director)	$0	$0	$0
Daniel Wildermuth (Director)	$0	$0	$0
Matt Fries (Director)	$0	$0	$0
Steve Deangelis (Director)	$0	$0	$0
Trisha Miller (Chair Elect)	$0	$0	$0
Leonard Silverstein (Director)	$0	$0	$0
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990

Filed on May 21, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$3,427,591

Expenses

$3,089,242

Net Income

$338,349

Net Assets

$1,646,943

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,410,782	99.5%
Investment Income	$16,993	0.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$184
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$976,250	31.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$200,765	6.5%

Assets/Debt
Total Assets	$1,931,325
Total Liabilities	$284,382
Net Assets	$1,646,943

Compensation

Key Employees and Officers	Compensation	Related	Other
Anthony Chereso (President/Ceo)	$356,792	$0	$30,519
Anya Coverman (Svp, Govt Affairs & Gen Counsel)	$186,350	$0	$0
Matthew Tramel (Chief Communication Officer)	$174,112	$0	$18,496
Tracy Mesterharm (Associate Director/Secretary/Treasurer)	$142,125	$0	$25,226
Jerry Montgomery (Director Of Education)	$139,666	$0	$25,718
Nathan Headrick (Chair)	$0	$0	$0
Ella Neyland (Chair Elect)	$0	$0	$0
Karen Bean (Director)	$0	$0	$0
John Carter (Director)	$0	$0	$0
Alan Feldman (Director)	$0	$0	$0
Thayer Gallison (Director)	$0	$0	$0
Gloria Nelund (Director)	$0	$0	$0
Jeff Rosenthal (Director)	$0	$0	$0
Keith Jones (Director)	$0	$0	$0
Julianna Ingersoll (Director)	$0	$0	$0
Michael Choate (Director)	$0	$0	$0
Daniel Cullen (Director)	$0	$0	$0
Rob Johnson (Director)	$0	$0	$0
Neil Menard (Director)	$0	$0	$0
Paul Mumma (Director)	$0	$0	$0
Nicole Petrosino (Director)	$0	$0	$0
Kevin Shields (Director)	$0	$0	$0
Scott Smith (Director)	$0	$0	$0
Allan Swaringen (Director)	$0	$0	$0
Todd Van Pelt (Director)	$0	$0	$0
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990

Filed on Oct. 4, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$3,228,302

Expenses

$2,960,223

Net Income

$268,079

Net Assets

$1,308,594

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,222,037	99.8%
Investment Income	$7,829	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,564
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$568,851	19.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$414,067	14.0%

Assets/Debt
Total Assets	$1,597,612
Total Liabilities	$289,018
Net Assets	$1,308,594

990

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Fiscal Year Ending Dec.
2016

Revenue

$2,597,594

Expenses

$2,265,844

Net Income

$331,750

Net Assets

$1,040,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,597,104	100.0%
Investment Income	$490	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$525,712	23.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$504,901	22.3%

Assets/Debt
Total Assets	$1,272,412
Total Liabilities	$231,897
Net Assets	$1,040,515

Compensation

Key Employees and Officers	Compensation	Related	Other
Anthony Chereso (President/Ceo)	$283,984	$0	$33,141
Kevin Hogan (Former President/Ceo)	$183,000	$0	$0
Matthew Tramel (Chief Communication Officer)	$163,884	$0	$18,677
Dawn Jacobsen (Dir. Of Strategic Relations)	$137,012	$0	$37,793
Jerry Montgomery (Director Of Education)	$133,119	$0	$27,411
Tracy Mesterharm (Associate Director)	$130,751	$0	$23,401
Kevin Shields (Chairman)	$0	$0	$0
Thomas Sittema (Chair Elect)	$0	$0	$0
Keith Allaire (Director)	$0	$0	$0
Martel Day (Director)	$0	$0	$0
John Guthery (Director)	$0	$0	$0
Nathan Headrick (Director)	$0	$0	$0
Wally Kunzman (Director)	$0	$0	$0
Frank Mccarthy (Director)	$0	$0	$0
Frank Muller (Director)	$0	$0	$0
Charles Murray (Director)	$0	$0	$0
Ella Neyland (Director)	$0	$0	$0
Mitchell Sabshon (Director)	$0	$0	$0
Sherri Schugart (Director)	$0	$0	$0
Gerald Stahlecker (Director)	$0	$0	$0
Rosemarie Thurston (Director)	$0	$0	$0
Matt Fries (Director)	$0	$0	$0
Karen Bean (Director)	$0	$0	$0
John Carter (Director)	$0	$0	$0
Alan Feldman (Director)	$0	$0	$0
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990

Filed on May 26, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$2,744,954

Expenses

$2,702,873

Net Income

$42,081

Net Assets

$708,765

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,742,666	99.9%
Investment Income	$2,413	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$125
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$612,508	22.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$524,253	19.4%

Assets/Debt
Total Assets	$1,017,234
Total Liabilities	$308,469
Net Assets	$708,765

Compensation

Key Employees and Officers	Compensation	Related	Other
Kevin Hogan (President/Ceo Until 12/1/15)	$301,732	$0	$37,553
Matthew Tramel (Chief Communication Office)	$137,357	$0	$18,478
Dawn Jacobsen (Dir. Of Strategic Relation)	$109,994	$0	$42,656
Jerry Montgomery (Director Of Education)	$107,058	$0	$28,513
Tracy Mesterharm (Associate Director)	$104,818	$0	$24,122
Anthony Chereso (President/Ceo Beginning 12/1/15)	$11,458	$0	$0
Kevin Shields (Chairman)	$0	$0	$0
Thomas Sittema (Chair Elect)	$0	$0	$0
Keith Allaire (Director)	$0	$0	$0
Sherri Cooke (Director)	$0	$0	$0
Martel Day (Director)	$0	$0	$0
David Fred (Director)	$0	$0	$0
Judith Fryer (Director)	$0	$0	$0
John Guthery (Director)	$0	$0	$0
Nathan Headrick (Director)	$0	$0	$0
Jack Hollander (Director)	$0	$0	$0
Kevin Keefe (Director)	$0	$0	$0
Wally Kunzman (Director)	$0	$0	$0
Frank Mccarthy (Director)	$0	$0	$0
Frank Muller (Director)	$0	$0	$0
Charles Murray (Director)	$0	$0	$0
Ella Neyland (Director)	$0	$0	$0
Ryan Parker (Director)	$0	$0	$0
Mitchell Sabshon (Director)	$0	$0	$0
Nicholas Schorsch (Director)	$0	$0	$0
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990

Filed on Nov. 8, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$2,173,521

Expenses

$2,665,900

Net Income

-$492,379

Net Assets

$666,684

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,173,752	> 100%
Investment Income	$2,440	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$2,671
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$354,420	13.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$704,682	26.4%

Assets/Debt
Total Assets	$1,121,367
Total Liabilities	$454,683
Net Assets	$666,684

Compensation

Key Employees and Officers	Compensation	Related	Other
Kevin Hogan (President And Ceo)	$315,170	$0	$34,420
Matthew Tramel (Chief Communication Officer)	$139,969	$0	$14,342
Dawn Jacobsen (Dir. Of Strategic Relationships)	$131,032	$0	$37,930
Jerry Montgomery (Director Of Education)	$126,919	$0	$29,904
Tracy Mesterharm (Associate Director)	$124,348	$0	$27,382
Mark Goldberg (Chairman)	$0	$0	$0
Kevin Shields (Chair Elect)	$0	$0	$0
Keith Allaire (Director)	$0	$0	$0
Jack Hollander (Director)	$0	$0	$0
Anthony Chereso (Director)	$0	$0	$0
Charles Murray (Director)	$0	$0	$0
Sherri Cooke (Director)	$0	$0	$0
David Fred (Director)	$0	$0	$0
Mike Crimmins (Director)	$0	$0	$0
Martel Day (Director)	$0	$0	$0
Judith Fryer (Director)	$0	$0	$0
Wally Kunzman (Director)	$0	$0	$0
Kevin Keefe (Director)	$0	$0	$0
Frank Muller (Director)	$0	$0	$0
Rosemarie Thurston (Director)	$0	$0	$0
Marc Nemer (Director)	$0	$0	$0
Ella Neyland (Director)	$0	$0	$0
Ryan Parker (Director)	$0	$0	$0
Mitchell Sabshon (Director)	$0	$0	$0
Nicholas Schorsch (Director)	$0	$0	$0
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990

Filed on Nov. 9, 2015

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Fiscal Year Ending Dec.
2013

Revenue

$2,159,436

Expenses

$2,742,348

Net Income

-$582,912

Net Assets

$1,159,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,156,435	99.9%
Investment Income	$3,001	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$281,403	10.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$539,519	19.7%

Assets/Debt
Total Assets	$1,330,394
Total Liabilities	$171,331
Net Assets	$1,159,063

Compensation

Key Employees and Officers	Compensation	Related	Other
Kevin Hogan (President And Ceo)	$250,981	$0	$30,422
Dawn Jacobsen (Director Of Communications)	$129,109	$0	$31,738
Jerry Montgomery (Director Of Education)	$123,109	$0	$31,558
Tracy Mesterharm (Associate Director)	$120,109	$0	$31,468
Frank Mccarthy (Chairman)	$0	$0	$0
Mark Goldberg (Chair Elect)	$0	$0	$0
Martel Day (Director)	$0	$0	$0
Jack Hollander (Director)	$0	$0	$0
Anthony Chereso (Director)	$0	$0	$0
Charles Murray (Director)	$0	$0	$0
Steph Laflamme (Director)	$0	$0	$0
David Fred (Director)	$0	$0	$0
Gerald Reihsen (Director)	$0	$0	$0
Cristina Oliver (Director)	$0	$0	$0
Judith Fryer (Director)	$0	$0	$0
Sherri Cooke (Director)	$0	$0	$0
Kevin Keefe (Director)	$0	$0	$0
Pat Miller (Director)	$0	$0	$0
Rosemarie Thurston (Director)	$0	$0	$0
Wally Kunzman (Director)	$0	$0	$0
Kirk Montgomery (Director)	$0	$0	$0
Larry Goff (Director)	$0	$0	$0
Keith Allaire (Director)	$0	$0	$0
Nicholas Schorsch (Director)	$0	$0	$0
Mike Crimmins (Director)	$0	$0	$0
See filing for compensation of 4 other people →

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990

Filed on Aug. 12, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$2,169,340

Expenses

$2,390,317

Net Income

-$220,977

Net Assets

$1,743,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,165,976	99.8%
Investment Income	$3,364	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$364,613	15.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$461,454	19.3%

Assets/Debt
Total Assets	$1,873,140
Total Liabilities	$129,754
Net Assets	$1,743,386

990

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$2,183,311

Expenses

$2,083,882

Net Income

$99,429

Net Assets

$1,965,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,178,585	99.8%
Investment Income	$4,726	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$309,904	14.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$436,975	21.0%

Assets/Debt
Total Assets	$2,088,410
Total Liabilities	$122,751
Net Assets	$1,965,659

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 »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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 June 30, 2025

Institute For Portfolio Alternatives Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.84M (2023)

Expenses $4.19M (2023)

Total Assets $2.37M (2023)

Total Liabilities $278k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Revenue

$4.84M (2023)

Expenses

$4.19M (2023)

Total Assets

$2.37M (2023)

Total Liabilities

$278k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

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2021

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2020

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2019

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2018

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2016

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2015

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2014

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2013

Fiscal Year Ending Dec.
2012

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2011

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