NATIONAL DEFENSE INDUSTRIAL ASSOCIATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL DEFENSE INDUSTRIAL ASSOCIATION (EIN 53-0196547)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-14
- IRS object ID
- 201822269349301472
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-14T12:37:32-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521855942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tate and Tryon | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L Street NW Suite 400 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530196547 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Defense Industrial Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 7035221820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 Wilson Blvd No 700 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Therese Swetnam | PersonNm |
| Person Title | Chief Operating Officer | PersonTitleTxt |
| Phone | 7035221820 | PhoneNum |
| Signature | 2018-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R Michael Sorrells | PreparerPersonNm |
| PTIN | P00001737 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Herbert Carlisle | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 Wilson Blvd No 700 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,429,093 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ndia.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1919 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE SAFETY AND SECURITY OF THE NATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 81 | TotalEmployeeCnt |
| Total Volunteers | 1700 | TotalVolunteersCnt |
| Total Gross UBI | $1,327,402 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$2,186 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $182,899 | PYContributionsGrantsAmt |
| CY Contributions Grants | $89,010 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,607,103 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,173,259 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,761,300 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,310,518 | CYInvestmentIncomeAmt |
| PY Other Revenue | $512,819 | PYOtherRevenueAmt |
| CY Other Revenue | $692,991 | CYOtherRevenueAmt |
| PY Total Revenue | $28,064,121 | PYTotalRevenueAmt |
| CY Total Revenue | $26,265,778 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $81,815 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $81,750 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,302,934 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,308,352 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,259,113 | PYOtherExpensesAmt |
| CY Other Expenses | $15,529,396 | CYOtherExpensesAmt |
| PY Total Expenses | $25,643,862 | PYTotalExpensesAmt |
| CY Total Expenses | $24,919,498 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,420,259 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,346,280 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,811,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,501,110 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,521,257 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,314,181 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,290,218 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,186,929 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | As the world's trusted leader in professional National Security and Defense Associations, NDIA convenes the most thoughtful and innovative leaders to advance and advocate for best practices, initiatives, and products in defense, to ensure the safety and security of our nation, its allies and partners. NDIA provides trusted leadership through the convening and collaboration of global leaders to solve the most complex challenges in Defense and National Security. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,668,792 | ExpenseAmt |
| Grant | $81,750 | GrantAmt |
| Revenue | $20,202,730 | RevenueAmt |
| Desc | The NDIA promotes activities and forums for the interchange between industry and government on technology and acquisition developments. In addition, it provides state of the art defense technology updates and promotes better management techniques through symposia. NDIA's divisions cover a wide spectrum of interest areas that are important to the national defense preparedness effort. The divisions are organized to promote the exchange of technical information related to the research, development, production, logistics, and management of weapons systems, policy, associated support, and training among the department of defense, other federal government and state agencies, industry, academia, and scientific agencies. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,706,932 | ExpenseAmt |
| Revenue | $2,991,224 | RevenueAmt |
| Desc | Chapters and Divisions: The NDIA and WID chapters are part of the NDIA entity and are organized geographically for the purpose of encouraging activities that support the association's vision, mission, and goals. Many are located near major military commands, research centers, and defense agencies and conduct programs to inform their members and communities about national security and the industrial base. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,317,674 | ExpenseAmt |
| Revenue | $1,472,174 | RevenueAmt |
| Desc | Marketing & Outreach: Costs associated with marketing, communication, public relations and the association's magazine. THE NATIONAL DEFENSE MAGAZINE IS A MONTHLY MAGAZINE THAT IS PUBLISHED TO HELP EDUCATE GOVERNMENT, INDUSTRY, AND THE PUBLIC REGARDING DEFENSE ISSUES AND RELATED TECHNOLOGY DEVELOPMENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,693,398 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 81 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7035221820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 Wilson Blvd No 700 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Sid Ashworth | ||||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Richard D McConn | ||||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Maj Gen arnold l punaro USMC RET | ||||||||
| Immed Past Chair | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEN Richard A Cody USA Ret | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Maj Gen Amy Courter CAP USAFX | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Bradley H Feldmann | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| William C Hoover | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Raanan I Horowitz | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| R Andrew Hove | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen E Kelly | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| George Lamphere | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| James Lasswell | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Joanna T Lau | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ellen M Lord | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Maj Gen Eugene A Lupia USAF Ret | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Hon William J Lynn III | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| peter b marion | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ken Masson | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| James McAleese | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Terrance J McKearney | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Peter d prowitt | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MG David Ralston USA Ret | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Bede Ramcharan | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Hon Robert A Sturgell | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Francis M Walton | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Gregory Wenzel | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Harold L Yoh III | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Gen Herbert Hawk CarlisleUSAF Re | ||||||||
| CEO (as of 6/17) | 40.00 | Yes (X) | $0 | $0 | $0 | |||
| Craig R McKinley | ||||||||
| CEO (thru 6/17) | 40.00 | Yes (X) | $420,151 | $0 | $105,235 | |||
| Therese Swetnam | ||||||||
| COO | 40.00 | Yes (X) | $387,283 | $0 | $11,169 | |||
| Barry Bates | ||||||||
| VP (thru 1/31/17) | 40.00 | $265,109 | $0 | $33,625 | Yes (X) | |||
| Rene Bardorf | ||||||||
| VP/WID/Communication (Thru 2/10/17) | 40.00 | $248,685 | $0 | $17,209 | Yes (X) | |||
| James A Robb | ||||||||
| President NTSA | 40.00 | $211,953 | $0 | $65,791 | Yes (X) | |||
| Scott Rekdal | ||||||||
| VP | 40.00 | $180,592 | $0 | $23,232 | Yes (X) | |||
| Maurice McFann Jr | ||||||||
| VP Membership (thru 12/31/16) | 40.00 | $171,610 | $0 | $0 | Yes (X) | |||
| Dino Pignotti | ||||||||
| VP (thru 5/30/17) | 40.00 | $150,852 | $0 | $21,398 | Yes (X) | |||
| Bruce Roulstone | ||||||||
| Director | 40.00 | $150,522 | $0 | $1,113 | Yes (X) | |||
| James Thomas Jr | ||||||||
| Asst VP (thru 6/23/17) | 40.00 | $157,914 | $0 | $6,495 | Yes (X) | |||
| Sasan Oghildos | ||||||||
| Director (thru 5/5/17) | 40.00 | $137,068 | $0 | $3,760 | Yes (X) | |||
| Latosha Hill | ||||||||
| Controller | 40.00 | $138,921 | $0 | $9,585 | Yes (X) | |||
| David Chesebrough | ||||||||
| Asst VP | 40.00 | $144,436 | $0 | $17,944 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,765,096 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $316,556 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN LEWIS & BOCKIUS LLP | |||||
| 1111 PENNSYLANIA AVE NW | Washington | DC | 20004 | Legal | $594,916 |
| James Barros | |||||
| 6480 KATHERINE RD 72 | SIMI VALLEY | CA | 93063 | Sales | $130,210 |
| Maricap Group | |||||
| 1350 Beverly Road Suit 115 | McLean VA | VA | 22102 | Consultant | $130,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $89,010 | AllOtherContributionsAmt |
| Total Contributions | $89,010 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Meetings | 900099 | $10,251,951 | $10,251,951 | |
| Exhibits | 900099 | $7,903,380 | $7,903,380 | |
| Membership Dues | 900099 | $2,867,194 | $2,867,194 | |
| Sponsorships | 900099 | $1,678,560 | $1,678,560 | |
| Publications | 541800 | $1,472,174 | $144,772 | $1,327,402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,173,259 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,126,838 | TotalRevenueColumnAmt |
| Exclusion | $1,126,838 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,346,995 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,163,315 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $183,680 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $183,680 | TotalRevenueColumnAmt |
| Exclusion | $183,680 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CHAPTER REVENUE | 900099 | $492,869 | $492,869 | |
| Miscellaneous Revenue | 900099 | $200,122 | $200,122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $692,991 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,265,778 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,338,726 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,327,402 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,510,640 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,750 | TotalAmt |
| Program Services | $81,750 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,328,642 | TotalAmt |
| Program Services | $1,201,299 | ProgramServicesAmt |
| Management And General | $1,127,343 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,720,954 | TotalAmt |
| Program Services | $2,893,827 | ProgramServicesAmt |
| Management And General | $2,827,127 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,999 | TotalAmt |
| Management And General | $5,999 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,666 | TotalAmt |
| Program Services | $723,666 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,091 | TotalAmt |
| Management And General | $529,091 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,654 | TotalAmt |
| Program Services | $16,185 | ProgramServicesAmt |
| Management And General | $140,469 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,590 | TotalAmt |
| Management And General | $154,590 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,045,857 | TotalAmt |
| Program Services | $738,927 | ProgramServicesAmt |
| Management And General | $306,930 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,403 | TotalAmt |
| Program Services | $127,403 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,087,447 | TotalAmt |
| Program Services | $693,486 | ProgramServicesAmt |
| Management And General | $393,961 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $718,844 | TotalAmt |
| Program Services | $62,836 | ProgramServicesAmt |
| Management And General | $656,008 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,920 | TotalAmt |
| Program Services | $1,019 | ProgramServicesAmt |
| Management And General | $7,901 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $814,450 | TotalAmt |
| Management And General | $814,450 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,712 | TotalAmt |
| Program Services | $516,707 | ProgramServicesAmt |
| Management And General | $116,005 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,224,074 | TotalAmt |
| Program Services | $5,849,007 | ProgramServicesAmt |
| Management And General | $375,067 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,854 | TotalAmt |
| Management And General | $240,854 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,901 | TotalAmt |
| Program Services | $500 | ProgramServicesAmt |
| Management And General | $101,401 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Chapter Expense | $2,739,334 | $2,707,516 | $31,818 |
| Publications | $511,767 | $497,495 | $14,272 |
| service contract | $373,805 | $373,805 | |
| Other Expenses | $145,316 | $9,384 | $135,932 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,468 | TotalAmt |
| Program Services | $198,586 | ProgramServicesAmt |
| Management And General | $246,882 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,919,498 | TotalAmt |
| Program Services | $16,693,398 | ProgramServicesAmt |
| Management And General | $8,226,100 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,330,526 | BOYAmt |
| EOY | $5,050,977 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,756,962 | BOYAmt |
| EOY | $684,770 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,843 | BOYAmt |
| EOY | $507,122 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $943,863 | BOYAmt |
| EOY | $988,536 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,691,139 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $408,887 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $694,406 | BOYAmt |
| EOY | $3,282,252 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,069,836 | BOYAmt |
| EOY | $47,299,771 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,785,039 | BOYAmt |
| EOY | $5,687,682 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,811,475 | BOYAmt |
| EOY | $63,501,110 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,920,310 | BOYAmt |
| EOY | $1,921,559 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,567,664 | BOYAmt |
| EOY | $7,679,624 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,033,283 | BOYAmt |
| EOY | $2,712,998 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,521,257 | BOYAmt |
| EOY | $12,314,181 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,747,295 | BOYAmt |
| EOY | $49,519,183 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $898,423 | BOYAmt |
| EOY | $1,020,246 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,500 | BOYAmt |
| EOY | $647,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,290,218 | BOYAmt |
| EOY | $51,186,929 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,811,475 | BOYAmt |
| EOY | $63,501,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,346,280 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,550,431 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $135,431 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $181,519 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $182,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,010 | CurrentTaxYearAmt |
| Total | $695,219 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,335,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,152,501 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,781,756 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,319,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,338,726 | CurrentTaxYearAmt |
| Total | $110,928,073 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,471,095 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,258,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,963,275 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,502,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,427,736 | CurrentTaxYearAmt |
| Total | $111,623,292 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $35,356 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,806 | CurrentTaxYearAmt |
| Total | $183,162 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $35,356 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,806 | CurrentTaxYearAmt |
| Total | $183,162 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $111,440,130 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $912,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,009,681 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,818,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,118,197 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,126,838 | CurrentTaxYearAmt |
| Total | $6,985,702 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $912,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,009,681 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,818,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,118,197 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,126,838 | CurrentTaxYearAmt |
| Total | $6,985,702 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $781,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $343,417 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $410,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $304,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $200,122 | CurrentTaxYearAmt |
| Total | $2,039,820 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,164,844 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,611,959 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,192,620 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,924,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,754,696 | CurrentTaxYearAmt |
| Total | $120,648,814 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92370 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92760 | PublicSupportPY509Pct |
| Investment Income CY | 0.05790 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05080 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Miscellaneous Revenue | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,610,318 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,610,318 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $44,646 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,572 | CurrentYearMinus2Amt |
| Total | $46,218 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $278 | CurrentYearMinus3Amt |
| Total | $278 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,120,271 | BeginningYearBalanceAmt |
| Contributions | $3,000 | ContributionsAmt |
| Investment Earnings Or Losses | $56,581 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,179,852 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,069,951 | BeginningYearBalanceAmt |
| Contributions | $3,000 | ContributionsAmt |
| Investment Earnings Or Losses | $47,320 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,120,271 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,084,580 | BeginningYearBalanceAmt |
| Contributions | $4,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$18,629 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,069,951 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,041,869 | BeginningYearBalanceAmt |
| Contributions | $3,000 | ContributionsAmt |
| Investment Earnings Or Losses | $39,711 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,084,580 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $990,999 | BeginningYearBalanceAmt |
| Contributions | $3,000 | ContributionsAmt |
| Investment Earnings Or Losses | $57,868 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,000 | OtherExpendituresAmt |
| End Year Balance | $1,041,867 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.54880 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.45120 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,991,868 | OtherCostOrOtherBasisAmt |
| Depreciation | $126,901 | DepreciationAmt |
| Book Value | $1,864,967 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $754,340 | OtherCostOrOtherBasisAmt |
| Depreciation | $240,298 | DepreciationAmt |
| Book Value | $514,042 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $944,931 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,688 | DepreciationAmt |
| Book Value | $903,243 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,282,252 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Alternative Investments | $5,576,930 | C |
| Investment in Limited Partnerships | $110,752 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,687,682 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred Compensation Obligation | $364,045 |
| DEFERRED RENT | $2,348,953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,712,998 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $30,661,619 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,550,431 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $4,550,431 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,111,188 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $154,590 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $154,590 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,265,778 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,764,908 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,764,908 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $154,590 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $154,590 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,919,498 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | The active endowment funds are primarily used for scholarship awards. The CHOU and Zernow funds are primarily for recognizing professional competence in terms of best paper and best author at the normally annual ballistics conference. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | investment in region | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $4,558,100 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,558,100 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,558,100 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Solic Essay Winners | 2 | $1,500 |
| Harris Scholarship Award | 8 | $8,000 |
| Zernow Award | 1 | $750 |
| USWD Fellowship Award | 7 | $21,000 |
| Golobin Award | 1 | $10,000 |
| I/ITSEC Scholarship | 3 | $25,000 |
| Horizon Scholarship Award | 6 | $15,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | I/ITSEC Training Systems: A scholarship award funded by the annual meeting. Scholarships are offered at the masters level in the amount of $5,000 and at a doctoral level in the amount of $10,000. Applicants must be enrolled or accepted for a full-time masters or doctoral program in certain disciplines, be a US citizen, and have a stated interest and career goal in the modeling, simulation & training system and/or education industry. The award will be based on student merit and needs as determined from the submitted application documents. If the awardee terminates his/her graduate studies and there are remaining funds, the institution will retain such funds for award to another student of its choice following the eligibility guidelines. A panel consisting of current and past I/ITSEC leaders and members of the education community determine the selection. Undersea Warfare Fund: The NDIA Undersea Systems Warfare Division (USWD) University Fellowship Fund is to fund scholarships for doctoral candidates in science and engineering related to undersea warfare at the University of Texas Austin, the Pennsylvania State University at State College, and the University of Washington Seattle. Specific eligibility rules for the fellowship are established at the participating universities, which forward candidates to the Research Engineer at the Pennsylvania State University for review & approval by the Undersea Warfare Executive Board. The fellowship is normally for one year not to exceed in-state tuition costs & fees, extendible to a second year based on student performance. Horizons Scholarship: The scholarship is intended to provide financial assistance to further educational objectives of women who are US citizens either employed or planning careers in defense or national security areas (this is not law enforcement or criminal justice). The amount of the awards varies each year. The applicant must be currently enrolled either part- or full-time at an accredited university or college with a minimum grade point average of 3.25. Awards are based on academic achievement, participation in defense and national security activities, field of study, work experience, statements of objectives, recommendations, and financial need. A panel of judges, composed of WID (NDIA affiliate) members, considers applications and makes awards once each year. Hubert D. Harris Memorial Scholarship Fund: These scholarships are open to specific candidates pursuing an undergraduate degree who have an interest in a scientific, engineering, or mathematical (STEM) career. The scholarship is open to candidates who are sponsored by NDIA targets, UAV and Ranges Division members of High Schools within the Gulf Coast Chapter's immediate area. Awards are based on educational interest, leadership, academic achievement, and other indications of character and noteworthy achievement. In the event the student drops out of school or does not use the fund by October 1st of the year they are granted, the funds will be withdrawn. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Craig R McKinley | ||||||||||||||
| CEO (thru 6/17) | $379,888 | $0 | $18,453 | $0 | $21,810 | $0 | $105,235 | $0 | $1,680 | $0 | $527,066 | $0 | $18,453 | $0 |
| Therese Swetnam | ||||||||||||||
| COO | $292,331 | $0 | $93,662 | $0 | $1,290 | $0 | $9,474 | $0 | $3,375 | $0 | $400,132 | $0 | $0 | $0 |
| Barry Bates | ||||||||||||||
| VP (thru 1/31/17) | $226,267 | $0 | $18,632 | $0 | $20,210 | $0 | $33,625 | $0 | $1,680 | $0 | $300,414 | $0 | $0 | $0 |
| Rene Bardorf | ||||||||||||||
| VP/WID/Communication (Thru 2/10/17) | $198,035 | $0 | $50,200 | $0 | $450 | $0 | $0 | $0 | $18,889 | $0 | $267,574 | $0 | $0 | $0 |
| James A Robb | ||||||||||||||
| President NTSA | $173,126 | $0 | $18,632 | $0 | $20,195 | $0 | $65,791 | $0 | $1,680 | $0 | $279,424 | $0 | $18,632 | $0 |
| Scott Rekdal | ||||||||||||||
| VP | $159,238 | $0 | $21,134 | $0 | $220 | $0 | $4,650 | $0 | $20,262 | $0 | $205,504 | $0 | $0 | $0 |
| Maurice McFann Jr | ||||||||||||||
| VP Membership (thru 12/31/16) | $170,238 | $0 | $0 | $0 | $1,372 | $0 | $0 | $0 | $1,680 | $0 | $173,290 | $0 | $0 | $0 |
| Dino Pignotti | ||||||||||||||
| VP (thru 5/30/17) | $131,884 | $0 | $18,694 | $0 | $274 | $0 | $4,035 | $0 | $20,353 | $0 | $175,240 | $0 | $0 | $0 |
| Bruce Roulstone | ||||||||||||||
| Director | $149,318 | $0 | $0 | $0 | $1,204 | $0 | $1,113 | $0 | $1,680 | $0 | $153,315 | $0 | $0 | $0 |
| James Thomas Jr | ||||||||||||||
| Asst VP (thru 6/23/17) | $141,037 | $0 | $16,739 | $0 | $138 | $0 | $1,300 | $0 | $6,875 | $0 | $166,089 | $0 | $0 | $0 |
| Latosha Hill | ||||||||||||||
| Controller | $123,109 | $0 | $15,667 | $0 | $145 | $0 | $0 | $0 | $11,265 | $0 | $150,186 | $0 | $0 | $0 |
| David Chesebrough | ||||||||||||||
| Asst VP | $120,702 | $0 | $22,500 | $0 | $1,234 | $0 | $1,560 | $0 | $18,064 | $0 | $164,060 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | The executive committee shall consist of the chairman and vice chairman of the board of directors, the immediate past chairman, and four additional members elected by the board of directors for a term of office of one year. The executive committee shall have and exercise the authority of the board of directors in the management of the association except the authority to adopt amendments to the by-laws. In addition, it shall review individual, corporate, and government membership standings at each of its regular meetings. |
| Form 990, Part VI, Section A, line 6 | The Association has three classes of membership: Individual, Corporate, and Allied. Membership shall be either regular, life, student, or honorary, as described below. Individual members must be United States citizens. Individual members shall be entitled to vote as a member of one of the association's chapters only on matters affecting the chapter. (A) Regular Membership is open to those individuals who do not qualify for any other type of individual membership. (B) Life Membership is open to individual members upon payment of life-time membership dues (C) Student Membership is open to students in colleges and technical schools (D) Honorary Membership is conferred in the discretion of the board of directors or the executive committee on those who have rendered meritorious service in the cause of defense preparedness and national security. Honorary members will pay no dues. Corporate members shall be termed regular corporate members. Regular Corporate Membership is open to all businesses, including partnerships, sole proprietorships, corporations, firms, educational institutions, foundations, association, and components thereof (hereinafter referred to as "Corporations") organized or otherwise chartered within the United States. A key representative, empowered to speak (vote) for his or her corporation on matters affecting the association as a whole (hereinafter referred to as "key representative") will be designated by each regular corporate member. Regular corporate members shall have the right to nominate employees to regular membership in the association. the total number of such membership to be related to the annual membership dues of the regular corporate member, as may be prescribed by the board of directors or the executive committee. Such members shall not be required to pay individual membership dues. Allied membership shall be either individual or corporate as described below: (A) Allied individual membership may be conferred by the president of the association on individuals who are citizens of (1) Nations belonging to the NATO alliance, (2) Japan, Australia, or New Zealand, (3) Nations with which the united states maintains a reciprocal procurement agreement, (4) nations with which the united states department of defense has specifically requested the association to conduct meetings and enhance communications on an industry-to-industry basis. Allied individual members may participate as individual, non-voting members in the activities of the chapters, subject to any restrictions that may be placed on such participation by the United States Government. In the case of chapters located outside the fifty states, allied members may participate as individual voting members in the activities of those chapters. (B) Allied corporate membership may be conferred by the President of the Association on corporations which are chartered and controlled under the laws of (1) Nations belonging to the NATO Alliance, (2) Japan, Australia, or New Zealand, (3) nations with which the united states maintains a reciprocal procurement agreement, (4) nations with which the united states department of defense has specifically requested the association to conduct meetings and enhance communications on an industry-to-industry basis. Allied corporate members shall have the right to nominate a designated number of employees as their representatives to receive all benefits of allied individual members. Such members shall not be required to pay individual membership dues. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is prepared by an independent accounting firm and is provided prior to filing to the NDIA EXECUTIVE COMMITTEE, WHICH HAS BOARD AUTHORITY DESIGNATED TO IT, FOR ITS INFORMATION AND REVIEW. At the same time, a detailed review is conducted by the the NDIA chief operating officer, and the NDIA Controller. All parties are able to ask questions and request changes to the Form 990 prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | Each board meeting begins with a review of a chart outlining the conflict of interest policy and the board chairman calling for any disclosures. The policy is also outlined in the director's handbook, which each board member receives. Board members, officers, and individuals holding staff executive positions are required to complete disclosure forms annually at the beginning of each fiscal year, listing all interests which either do, or potentially could, represent a conflict of interest. Officers and those individuals holding executive positions are required to update their disclosure forms throughout the year should circumstances change. The disclosure form is a three part form. The first section asks if there are any relevant relationships to disclose (relevant being those relationships related to the interests and activities of NDIA and its affiliates). The second section requests disclosure of relevant financial, commercial, or other organizational relationships, and the final section requests a category listing of relationships to be disclosed as appropriate. Any issues raised would be presented to the president and CEO of NDIA, subsequently to the NDIA finance committee chairman and the NDIA board executive committee for appropriate action. |
| Form 990, Part VI, Section B, line 15 | The compensation for the President & CEO of NDIA is set by contract signed by the President and the Chairman, NDIA, AFTER CONSULTATION WITH AN EXTERNAL COMPENSATION EXPERT USING DATA FROM SURVEY COMPENSATION DATA. The President's base compensation is reviewed on an annual basis by the NDIA Compensation Committee, normally as part of its review of the incentive awards justifications, with subsequent review and approval by the NDIA Executive Committee. The most recent review was in February 2015. The justification package presented to both committees includes survey compensation data OF LIKE ENTITIES IN THE NON PROFIT INDUSTRY. The compensation of the other executives is reviewed on an annual basis by the NDIA President and the NDIA Compensation Committee as part of its review of the incentive awards justifications presented to it and subsequently to the NDIA Executive Committee. All employees' compensation is reviewed on an annual basis by the NDIA COO using the appropriate comparability data and information from individual performance incentive reviews. Employee compensation is indirectly reviewed by NDIA's Finance Committee as part of the annual budgeting process. |
| Form 990, Part VI, Section C, line 19 | The Association makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| Form 990, Part XII, Line 2c | The oversight process remains unchanged from the prior year. |