2023-10-05T13:54:49-05:00 2022-12-31 521853933 JM&M 1401 MERCANTILE LANE SUITE 440 LARGO MD 20774 990 2022-01-01 222597521 INSTITUTE FOR PORTFOLIO ALTERNATIVESINC INVE 2025487190 1455 PENNSYLVANIA AVE NW 400 WASHINGTON DC 20004 ANYA COVERMAN PRES & CEO 2025487190 2023-09-28 1 ANYA COVERMAN XXX-XX-XXXX 0 MARIO F MARESCA CPA P01283039 3016366001 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ANYA COVERMAN 1455 PENNSYLVANIA AVE NW 400 WASHINGTON DC 20004 4577705 0 X WWW.IPA.COM X 1985 DC ADVOCATING DIRECT INVESTMENTS THROUGH EDUCATION. 29 29 6 387 0 0 0 93000 3534423 4480443 223 2764 0 0 3534646 4576207 0 0 0 0 1280780 1583842 0 0 0 2277734 2579701 3558514 4163543 -23868 412664 1460479 1784232 580275 491364 880204 1292868 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. 0 0 MEMBERSHIP MEETINGS: MEMBERSHIP MEETINGS ARE HELD EACH YEAR TO DISSEMINATE CURRENT INDUSTRY TRENDS AND REGULATORY UPDATES.IN 2022, APPROXIMATELY 1,511 PEOPLE BENEFITTED FROM ATTENDING MEMBERSHIP MEETINGS AND WEBINARS. 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 19 0 1 6 1 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 1 1 0 1 1 0 0 0 1 1 0 1 1 0 0 0 X ANYA COVERMAN 2025487190 1455 PENNSYLVANIA AVE NW SUITE 400 WASHINGTON DC 20004 JOHN CARTER DIRECTOR 0.50 X 0 0 0 KEITH JONES DIRECTOR 0.50 X 0 0 0 MARK EARLEY DIRECTOR 0.50 X 0 0 0 KAMAL JAFARNIA DIRECTOR 0.50 X 0 0 0 MICHAEL MANNING DIRECTOR 0.50 X 0 0 0 CHRIS MILNER DIRECTOR 0.50 X 0 0 0 MATT FRIES CHAIR ELECT 1.50 X X 0 0 0 TIMOTHY ROLFS DIRECTOR 0.50 X 0 0 0 ANNE-MARIE VANDENBERG CHAIR 1.50 X X 0 0 0 DAN VENE DIRECTOR 0.50 X 0 0 0 JEREMY BEAL DIRECTOR 0.50 X 0 0 0 CHIRAG BHAVSAR DIRECTOR 0.50 X 0 0 0 ALI CONNAUGHTON DIRECTOR 0.50 X 0 0 0 BILL DUFFY DIRECTOR 0.50 X 0 0 0 KEVIN GANNON EX OFFICIO 0.50 X 0 0 0 JAMES GOEDTKE DIRECTOR 0.50 X 0 0 0 DOUGLAS KRUPA DIRECTOR 0.50 X 0 0 0 TOM SITTEMA DIRECTOR 0.50 X 0 0 0 PAUL MUMMA DIRECTOR 0.50 X 0 0 0 CHASE BOLDING DIRECTOR 0.50 X 0 0 0 SHEILA RAPPLE DIRECTOR 0.50 X 0 0 0 CHRISTINA FAST-ADAMSON DIRECTOR 0.50 X 0 0 0 NANCY FAHMY DIRECTOR 0.50 X 0 0 0 JERRY PASCUCCI DIRECTOR 0.50 X 0 0 0 BRIAN HURLEY DIRECTOR 0.50 X 0 0 0 THAYER GALLISON DIRECTOR 0.50 X 0 0 0 JASON GOODE DIRECTOR 0.50 X 0 0 0 CHRIS SHAW DIRECTOR 0.50 X 0 0 0 JOHN MCCARTHY DIRECTOR 0.50 X 0 0 0 BRAD SUSSMAN DIRECTOR 0.50 X 0 0 0 LEON VOLCHYOK CHAIR EMERITUS 0.50 X 0 0 0 ANTHONY CHERESO PRES/CEO UNTIL 7/22 40.00 X 397920 0 25485 TRACY MESTERHARM ASSOC DIR/SECRETARY/TREAS UNTIL 3/23 40.00 X 185749 0 36089 ANYA COVERMAN PRESIDENT/CEO AS OF 8/22 40.00 X 311667 0 11983 MEGAN GAVIN DIRECTOR, STRATEGIC PARTNE 40.00 X 367894 0 19478 1263230 0 93035 4 0 1 0 DANIEL J EDELMANN HOLDING INC 1875 I ST NW SUITE 900 WASHINGTON DC 20006 MARKETING/COMMUNICATIONS 266051 LEMON8CREATIVE 3940 DEEP VALLEY DRIVE DALLAS TX 75244 MARKETING/COMMUNICATIONS 192759 GRAYROBINSON PO BOX 3068 ORLANDO FL 32802 LOBBYING 154333 3 93000 93000 MEMBERSHIP DUES 900099 2375317 2375317 SEMINARS AND CONFERENC 611430 2105126 2105126 4480443 4262 4262 1498 -1498 -1498 -1498 4576207 4480443 0 2764 1281452 219223 10625 72542 9394 18563 374417 113901 47093 136602 11852 41306 1296166 3172 9314 PUBLIC RELATIONS 435059 BAD DEBT 46484 SUBSCRIPTIONS AND DUES 25187 EDUCATION SERVICES 11191 4163543 723893 1092810 617883 474442 111656 209891 40930 33841 7047 7089 1460479 1784232 513436 381143 66839 110221 580275 491364 X 880204 1292868 880204 1292868 1460479 1784232 412664 0 X X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4596 0 0 1 2375317 374417 -37252 337165 356298 -19133 PART I-A, LINE 1: PAID THE ADMINISTRATIVE EXPENSES FOR THE PAC 40930 33841 7089 7089 X PART X, LINE 2: THE INSTITUTE'S INCOME TAX FILINGS MAY NOT BE SUBJECT TO AUDIT BY FEDERAL TAXING AUTHORITIES FOR YEARS BEGINNING BEFORE JANUARY 1, 2019. X X X X X 0 0 0 ANTHONY CHERESO PRES/CEO UNTIL 7/22 272920 0 125000 0 0 0 11400 0 14085 0 423405 0 0 0 MEGAN GAVIN DIRECTOR, STRATEGIC PARTNE 325655 0 42239 0 0 0 12624 0 6854 0 387372 0 0 0 ANYA COVERMAN PRESIDENT/CEO AS OF 8/22 291667 0 20000 0 0 0 11983 0 0 0 323650 0 0 0 TRACY MESTERHARM ASSOC DIR/SECRETARY/TREAS UNTIL 3/23 145749 0 40000 0 0 0 7600 0 28489 0 221838 0 0 0 PART I, LINE 3 IPA'S BOARD AND FINANCE COMMITTEE DETERMINE PERFORMANCE BONUSES, IF ANY. THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT/CEO'S PERFORMANCE FOR POSSIBLE BONUS. DELIBERATIONS REGARDING CEO BONUS ARE NOT DOCUMENTED. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE INSTITUTE'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'S BOARD AND FINANCE COMMITTEE DETERMINE ANNUAL SALARY INCREASES AND PERFORMANCE BONUSES, IF ANY. THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT/CEO'S PERFORMANCE FOR POSSIBLE BONUS. DELIBERATIONS REGARDING CEO COMPENSATION ARE NOT DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S POLICIES, GOVERNANCE DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. PART XII, LINE 2C EXPLANATION THE ORGANIZATION'S POLICY ON INDEPENDENT ACCOUNTANT SELECTION AND OVERSIGHT HAS NOT CHANGED DURING THE CURRENT YEAR. INSTITUTE FOR PORTFOLIO ALTERNATIVES POLITICAL ACTION COMMITTEE PO BOX 480 ELLICOTT CITY MD 210410480 824344154 POLITICAL INFLUENCE MD 527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0