2024-08-07T11:55:54-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2022-10-01 521161757 INTELLIGENCE AND NATIONAL SECURITY ALLIANCE INTE 7032244672 4301 WILSON BOULEVARD 910 ARLINGTON VA 22203 SUZANNE WILSON HECKENBERG PRESIDENT 7032244672 2024-08-06 1 1 ROBERT WILLIAMS P01345960 5712279500 2024-07-11 2022 2024-08-08 14:25:15Z SUZANNE WILSON HECKENBERG 4301 WILSON BOULEVARD 910 ARLINGTON VA 22203 3906772 0 X WWW.INSAONLINE.ORG X 1979 MD PROVIDE INTELLIGENCE AND NATIONAL SECURITY COMMUNITIES WITH A NON-PARTISAN PUBLIC-PRIVATE PARTNERSHIP. 19 19 33 1158 25000 9134 0 0 3657925 3879159 34209 27613 205 0 3692339 3906772 25000 0 0 0 1928441 2084405 0 0 0 1722669 1853620 3676110 3938025 16229 -31253 2055369 3341793 1261408 2556481 793961 785312 X INTELLIGENCE AND NATIONAL SECURITY ALLIANCE (INSA) PROVIDES A NON-PARTISAN FORUM FOR COLLABORATION AMONG THE PUBLIC, PRIVATE, AND ACADEMIC SECTORS OF THE INTELLIGENCE AND NATIONAL SECURITY COMMUNITIES THAT BRING TOGETHER COMMITTED EXPERTS IN AND OUT OF GOVERNMENT TO IDENTIFY, DEVELOP, AND PROMOTE PRACTICAL AND CREATIVE SOLUTIONS TO NATIONAL SECURITY PROBLEMS. 0 0 THROUGHOUT THE FISCAL YEAR, THE ORGANIZATION PLAYED A PIVOTAL ROLE SHAPING DISCUSSIONS ON INTELLIGENCE AND NATIONAL SECURITY PRIORITIES. HOSTING 36 EVENTS, INCLUDING VIRTUAL PROGRAMS, WE FACILITATED DIALOGUE AMONG SENIOR LEADERS, ADDRESSING KEY CONCERNS VITAL TO NATIONAL SECURITY. WITH OVER 13,000 PARTICIPANTS ATTENDING VARIOUS EVENTS SUCH AS WEBINARS, PANELS, DINNERS, SYMPOSIUMS, AND AWARD CEREMONIES, OUR REACH WAS EXTENSIVE. NOTABLY, OUR SIGNATURE EVENTS, THE BAKER DINNER AND THE INTELLIGENCE & NATIONAL SECURITY SUMMIT, ACHIEVED RECORD ATTENDANCE, UNDERSCORING OUR IMPACT.IN ADDITION TO OUR EVENT-BASED INITIATIVES, WE SOLIDIFIED OUR THOUGHT LEADERSHIP BY PUBLISHING FIVE WHITE PAPERS AND EDITORIALS. COVERING TOPICS RANGING FROM INSIDER THREATS TO OFFENSIVE CYBER OPERATIONS AND SCIF LIFE, THESE CONTRIBUTIONS FURTHERED OUR REPUTATION AS A LEADING VOICE IN INTELLIGENCE AND NATIONAL SECURITY DISCOURSE. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 20 0 33 1 1 1 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X JEFFREY LAVINE 7032244672 4301 WILSON BOULEVARD SUITE 910 ARLINGTON VA 22203 X LETITIA A LONG CHAIR 1.00 2.00 X X 0 0 0 DONNA THOMAS INSA LEGAL COUNSEL 1.00 0.00 X X 0 0 0 MICHAEL LAROUCHE TREASURER (UNTIL 12/22) 1.00 0.00 X 0 0 0 JOHN SERAFINI TREASURER (AS OF 01/23) 1.00 0.00 X 0 0 0 DAVID APPEL DIRECTOR 1.00 0.00 X 0 0 0 MARIA DEMAREE DIRECTOR 1.00 0.00 X 0 0 0 DAMIAN DIPIPPA DIRECTOR 1.00 0.00 X 0 0 0 MAISHA GLOVER DIRECTOR 1.00 0.00 X 0 0 0 DR STEPHEN HOMEYER DIRECTOR 1.00 0.00 X 0 0 0 JENNIER KRISCHER DIRECTOR (AS OF 01/23) 1.00 0.00 X 0 0 0 JOHN MCNIFF DIRECTOR 1.00 0.00 X 0 0 0 VIMESH PATEL DIRECTOR 1.00 0.00 X 0 0 0 ISAAC PORCHE DIRECTOR 1.00 0.00 X 0 0 0 TODD PROBERT DIRECTOR (AS OF 01/23) 1.00 0.00 X 0 0 0 JANET RATHOD DIRECTOR 1.00 0.00 X 0 0 0 ADAM RUDO DIRECTOR 1.00 0.00 X 0 0 0 VERNON SAUNDERS DIRECTOR (AS OF 01/23) 1.00 0.00 X 0 0 0 VICKI SCHMANSKE DIRECTOR 1.00 0.00 X 0 0 0 CAREY SMITH DIRECTOR 1.00 0.00 X 0 0 0 JEN SOVADA DIRECTOR (AS OF 01/23) 1.00 0.00 X 0 0 0 TONY FRAZIER DIRECTOR (UNTIL 12/22) 1.00 0.00 X 0 0 0 PEDER JUNGCK DIRECTOR (UNTIL 12/22) 1.00 0.00 X 0 0 0 LEIGH PALMER DIRECTOR (UNTIL 12/22) 1.00 0.00 X 0 0 0 TERESA SHEA DIRECTOR (UNTIL 12/22) 1.00 0.00 X 0 0 0 JENNIFER WALSMITH DIRECTOR (UNTIL 12/22) 1.00 0.00 X 0 0 0 SUZANNE WILSON HECKENBERG PRESIDENT 40.00 3.00 X 342805 0 35248 JOHN M DOYON EXECUTIVE VICE PRESIDENT 40.00 0.00 X 249054 0 30941 JEFFREY M LAVINE VP FOR ADMIN & MANAGEMENT 40.00 0.00 X 187187 0 39547 LAURENCE S HANAUER VP FOR POLICY (UNTIL 03/23) 40.00 0.00 X 212475 0 13488 MARGARET A O'CONNOR DIRECTOR OF COMMUNICATIONS & POLICY 40.00 0.00 X 132626 0 15061 TOYA RICH DIRECTOR OF EVENTS 40.00 0.00 X 127273 0 22335 1251420 0 156620 6 0 1 0 0 MEETINGS/PROGRAMS 541900 2153665 2153665 MEMBERSHIP DUES 541900 1617513 1617513 GRANT REVENUES 541900 75484 75484 ADVERTISING REVENUE 541800 25000 25000 PARTNERSHIPS/CO-HOSTED 541900 845 845 6652 6652 3879159 27613 27613 3906772 3854159 25000 27613 1061901 755192 14891 146838 105583 11986 151017 1320 44950 23288 51093 143728 177071 7700 1111712 3146 76901 11633 GOVERNANCE 10876 WHITE PAPER PUBLICATION 9399 PROFESSIONAL DEVELOPMEN 8478 OTHER OPERATING EXPENSE 6102 3220 3938025 561508 792855 105601 261331 269969 349207 64422 85552 455731 368323 53920 87408 893194 788403 89949 114371 16806 862666 2055369 3341793 525142 624768 724476 963898 11790 967815 1261408 2556481 X 793961 785312 793961 785312 2055369 3341793 -31253 22604 0 X 0 1 X 1 0 0 1 0 204572 204572 0 173589 117923 55666 77570 45828 31742 87408 SECURITY DEPOSIT 16806 RIGHT-OF-USE ASSET 845860 862666 DEFERRED RENT 17030 LEASE LIABILITIES 950785 967815 X PART X, LINE 2: THE ALLIANCE QUALIFIES AS A TAX-EXEMPT ORGANIZATION THAT IS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. X X X X X 0 0 0 SUZANNE WILSON HECKENBERG PRESIDENT 265740 0 77065 0 0 0 12200 0 23048 0 378053 0 0 0 JOHN M DOYON EXECUTIVE VICE PRESIDENT 200850 0 48204 0 0 0 9962 0 20979 0 279995 0 0 0 JEFFREY M LAVINE VP FOR ADMIN & MANAGEMENT 157300 0 29887 0 0 0 6367 0 33180 0 226734 0 0 0 LAURENCE S HANAUER VP FOR POLICY (UNTIL 03/23) 178550 0 33925 0 0 0 7437 0 6051 0 225963 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 INSA IS A MEMBERSHIP ORGANIZATION WITH ONE CLASS OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS FROM A SLATE OF NOMINEES. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE MINUTES FORM 990, PART VI, SECTION B, LINE 11B THE OUTSOURCED ACCOUNTANTS REVIEW THE 990 WITH THE PREPARERS; THE MANAGEMENT TEAM THEN REVIEWS AND THEN IT IS CIRCULATED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ADMINISTERS AND MONITORS ALL PROCEDURES IN EXECUTING THE STATEMENT OF POLICY WITH RESPECT TO POTENTIAL CONFLICTS OF INTERESTS OF OFFICERS AND DIRECTORS OF THE ORGANIZATION. EACH OFFICER AND DIRECTOR PROVIDES AN ANNUAL DISCLOSURE STATEMENT TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A THE AUDIT AND COMPENSATION COMMITTEE REVIEWS AND APPROVES THE PRESIDENT'S RECOMMENDATIONS FOR THE SALARIES AND BONUSES OF THE MANAGEMENT TEAM, WHICH ARE BASED ON ANNUAL PERFORMANCE EVALUATIONS. IN ADDITION, THE COMMITTEE REVIEWS IN DETAIL THE EVALUATION OF THE PRESIDENT, AND THEN RECOMMENDS HIS/HER NEW ANNUAL SALARY AND HIS/HER PERFORMANCE BONUS. THE PRESIDENT'S SALARY AND BONUS ARE DETERMINED BASED ON SPECIFIC PERFORMANCE CRITERIA RELATED TO REVENUE GOALS. THE AUDIT AND COMPENSATION COMMITTEE DOCUMENT THIS DISCUSSION AND DECISION, AS THE PROCESS OCCURS, ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A: INSA LEASES ITS STAFF FROM INSPERITY, INC, AN INDEPENDENT THIRD PARTY PROFESSIONAL EMPLOYER ORGANIZATION. ALL COSTS OF SALARY, BENEFITS AND PAYROLL TAXES ARE THE RESPONSIBILITY OF INSPERITY, AS WELL AS EMPLOYEE PAYROLL REPORTING REQUIREMENTS. INSA PAYS A FEE EQUAL TO THE COSTS OF GROSS SALARY, TAXES, BENEFITS, AND OTHER EXPENSES PLUS A SERVICE FEE. INTELLIGENCE AND NATIONAL SECURITY FOUNDATION 4301 WILSON BOULEVARD SUITE 910 ARLINGTON VA 22203 471847304 EDUCATE PUBLIC ON THE VALUE OF INTELLIGENCE DEALING WITH NATIONAL SECURITY VA 501(C)(3) LINE 7 INTELLIGENCE AND NATIONAL SECURITY ALLIANCE INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0