MANAGED FUNDS ASSOCIATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MANAGED FUNDS ASSOCIATION (EIN 77-0277826)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-02
- IRS object ID
- 202432159349301613
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-02T12:52:21-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7351 OFFICE PARK PLACE | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329408229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770277826 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANAGED FUNDS ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MANA | BusinessNameControlTxt |
| Phone | 2027302600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 PENNSYLVANIA AVE NW 350 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER DONOVAN | PersonNm |
| Person Title | EVP & MANAGING DIRECTOR, COO | PersonTitleTxt |
| Phone | 2027302600 | PhoneNum |
| Signature | 2024-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLI PECK | PreparerPersonNm |
| PTIN | P01423033 | PTIN |
| Phone | 3217516200 | PhoneNum |
| Preparation | 2024-07-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRYAN CORBETT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 PENNSYLVANIA AVE NW 350 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,969,801 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.MFAALTS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | MANAGED FUNDS ASSOCIATION (MFA), BASED IN WASHINGTON, DC, NEW YORK, BRUSSELS, AND LONDON, REPRESENTS THE GLOBAL ALTERNATIVE ASSET MANAGEMENT INDUSTRY. MFA'S MISSION IS TO ADVANCE THE ABILITY OF ALTERNATIVE ASSET MANAGERS TO RAISE CAPITAL, INVEST, AND GENERATE RETURNS FOR THEIR BENEFICIARIES. MFA ADVOCATES ON BEHALF OF ITS MEMBERSHIP AND CONVENES STAKEHOLDERS TO ADDRESS GLOBAL REGULATORY, OPERATIONAL, AND BUSINESS ISSUES. MFA HAS MORE THAN 180 MEMBER FUND MANAGERS, INCLUDING TRADITIONAL HEDGE FUNDS, CREDIT FUNDS, AND CROSSOVER FUNDS, THAT COLLECTIVELY MANAGE OVER $3.2 TRILLION ACROSS A DIVERSE GROUP OF INVESTMENT STRATEGIES. MEMBER FIRMS HELP PENSION PLANS, UNIVERSITY ENDOWMENTS, CHARITABLE FOUNDATIONS, AND OTHER INSTITUTIONAL INVESTORS TO DIVERSIFY THEIR INVESTMENTS, MANAGE RISK, AND GENERATE ATTRACTIVE RETURNS OVER TIME. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 41 | TotalVolunteersCnt |
| Total Gross UBI | $2,250 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,142,284 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,069,083 | CYProgramServiceRevenueAmt |
| PY Investment Income | $91,015 | PYInvestmentIncomeAmt |
| CY Investment Income | $895,718 | CYInvestmentIncomeAmt |
| PY Other Revenue | $133,470 | PYOtherRevenueAmt |
| CY Other Revenue | $5,000 | CYOtherRevenueAmt |
| PY Total Revenue | $24,366,769 | PYTotalRevenueAmt |
| CY Total Revenue | $27,969,801 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,224,058 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,421,892 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,956,768 | PYOtherExpensesAmt |
| CY Other Expenses | $12,533,495 | CYOtherExpensesAmt |
| PY Total Expenses | $25,185,826 | PYTotalExpensesAmt |
| CY Total Expenses | $26,960,387 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$819,057 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,009,414 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,149,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,909,058 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,234,987 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,876,625 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,914,061 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,032,433 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MANAGED FUNDS ASSOCIATION (MFA), BASED IN WASHINGTON, DC, NEW YORK, BRUSSELS, AND LONDON, REPRESENTS THE GLOBAL ALTERNATIVE ASSET MANAGEMENT INDUSTRY. MFA'S MISSION IS TO ADVANCE THE ABILITY OF ALTERNATIVE ASSET MANAGERS TO RAISE CAPITAL, INVEST, AND GENERATE RETURNS FOR THEIR BENEFICIARIES. MFA ADVOCATES ON BEHALF OF ITS MEMBERSHIP AND CONVENES STAKEHOLDERS TO ADDRESS GLOBAL REGULATORY, OPERATIONAL, AND BUSINESS ISSUES. MFA HAS MORE THAN 180 MEMBER FUND MANAGERS, INCLUDING TRADITIONAL HEDGE FUNDS, CREDIT FUNDS, AND CROSSOVER FUNDS, THAT COLLECTIVELY MANAGE OVER $3.2 TRILLION ACROSS A DIVERSE GROUP OF INVESTMENT STRATEGIES. MEMBER FIRMS HELP PENSION PLANS, UNIVERSITY ENDOWMENTS, CHARITABLE FOUNDATIONS, AND OTHER INSTITUTIONAL INVESTORS TO DIVERSIFY THEIR INVESTMENTS, MANAGE RISK, AND GENERATE ATTRACTIVE RETURNS OVER TIME. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | ADVOCACY: MFA PROMOTES PUBLIC POLICIES THAT FOSTER EFFICIENT, TRANSPARENT, AND FAIR CAPITAL MARKETS. WITH INPUT FROM OUR MEMBERS, MFA WORKS CONSTRUCTIVELY WITH POLICYMAKERS AROUND THE GLOBE TO HELP INFORM THE LEGISLATIVE AND REGULATORY PROCESSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION: EACH YEAR, MFA HOLDS DOZENS OF CONFERENCES, FORUMS, AND OTHER EVENTS THAT GIVE OUR MEMBERS THE TOOLS AND INFORMATION THEY NEED TO THRIVE IN AN EVOLVING GLOBAL REGULATORY LANDSCAPE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNICATION: THROUGH OUTREACH TO JOURNALISTS AND THOUGHT LEADERS, MFA INFORMS COVERAGE OF THE ALTERNATIVE ASSET MANAGEMENT INDUSTRY AND HIGHLIGHTS THE WORK OUR MEMBERS DO TO PROVIDE RETIREMENT SECURITY FOR WORKERS, CAPITAL FOR BUSINESSES, AND INCREASED RESOURCES FOR ENDOWMENTS AND FOUNDATIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH: MFA ADVANCES THE UNDERSTANDING OF THE ALTERNATIVE ASSET MANAGEMENT INDUSTRY AND POLICIES IMPACTING OUR MEMBERS' ABILITY TO SERVE THEIR INVESTORS THROUGH RESEARCH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 72 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRICE HADDEN | PersonNm |
| Phone | 2027302600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 PENNSYLVANIA AVE NW 350 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| NATALIE BIRRELL | ||||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM ROWEN | ||||||||
| VICE CHAIR (THRU 1/23) | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NATALIE DEAK JAROS | ||||||||
| SECRETARY & TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DES ANDERSON | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK BAILEY | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSANNE CLARK | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIA DAILEY | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE DARRINGER | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC EPSTEIN | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAWN FAGAN | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDY GENSER | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA GINZBURG | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JODY GUNDERSON | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS HAYWARD | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEREMY KATZ | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RORY MCGREGOR | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MENDELSON | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JON MOSLE | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY PAQUETTE | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GIL RAVIV | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT SCHROEDER | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ZION SHOHET | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN SPINNEY | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEDE W WELLES | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACEY YURKO | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ZIRIN | ||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN DALY | ||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL FLEMING | ||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER GREENE | ||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE KELLEHER | ||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN KELLY | ||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY MA | ||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EDOUARD MATITIA-COHEN | ||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS MOLINARI | ||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT MOSS | ||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PENNY NOVICK | ||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW PALMER | ||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TED POST | ||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLOS RANGEL | ||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL STEWART | ||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB STONE | ||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRYAN CORBETT | ||||||||
| PRESIDENT & CEO | 39.50 | 0.50 | Yes (X) | $2,672,699 | $0 | $51,936 | ||
| JILLIEN FLORES | ||||||||
| EVP, HEAD OF US GOVERNMENT AFFAIRS | 40.00 | 0.00 | Yes (X) | $710,175 | $0 | $51,526 | ||
| PETER DONOVAN | ||||||||
| EVP & MD, COO | 40.00 | 0.00 | Yes (X) | $661,160 | $0 | $53,398 | ||
| JENNIFER HAN | ||||||||
| EVP, CHIEF COUNSEL, HEAD REG AFFAIRS | 40.00 | 0.00 | Yes (X) | $700,645 | $0 | $54,722 | ||
| BROOKE HARLOW | ||||||||
| CHIEF COMMERICAL OFFICER (THRU 12/22) | 40.00 | 0.00 | Yes (X) | $414,201 | $0 | $14,975 | ||
| NOAH THERAN | ||||||||
| GLOBAL HEAD OF COMMUNICATIONS | 39.50 | 0.50 | Yes (X) | $487,360 | $0 | $54,311 | ||
| RYAN HEDGEPETH | ||||||||
| DIRECTOR, GOVERNMENT RELATIONS | 40.00 | 0.00 | $306,242 | $0 | $12,913 | Yes (X) | ||
| NORA RICHARDSON | ||||||||
| VICE PRESIDENT, MEMBERSHIP SERVICES | 40.00 | 0.00 | $388,257 | $0 | $24,593 | Yes (X) | ||
| MATTHEW DAIGLER | ||||||||
| VP, SR. COUNSEL, REGULATORY AFFAIRS | 40.00 | 0.00 | $313,544 | $0 | $12,153 | Yes (X) | ||
| ANDREW SACHER | ||||||||
| DIRECTOR OF RESEARCH | 40.00 | 0.00 | $284,894 | $0 | $11,368 | Yes (X) | ||
| AMY D'ANNUNZIO | ||||||||
| MANAGING DRTCR, CONFERENCE & EVENTS | 40.00 | 0.00 | $294,174 | $0 | $24,982 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,233,351 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $366,877 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NARRATIVE STRATEGIES LLC | |||||
| 1401 H STREET NW STE 750 | WASHINGTON | DC | 20005 | COMMUNICATION SVCS | $1,308,661 |
| SULLIVAN & CROMWELL LLP | |||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | DOMESTIC LEGISLATIVE & REGULATORY SVCS | $247,472 |
| CRAVATH SWAINE & MOORE LLP | |||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | DOMESTIC LEGISLATIVE & REGULATORY SVCS | $195,000 |
| FEDERAL HALL POLICY ADVISORS LLC | |||||
| 1455 PENNSYLVANIA AVE NW SUITE 40 | WASHINGTON | DC | 20004 | DOMESTIC LEGISLATIVE & REGULATORY SVCS | $192,500 |
| ALPINE GROUP PARTNERS LLC | |||||
| 500 NORTH CAPITOL ST NW SUITE 210 | WASHINGTON | DC | 20001 | DOMESTIC LEGISLATIVE & REGULATORY SVCS | $192,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 624310 | $21,780,447 | $21,780,447 | |
| CONFERENCE REVENUE | 541800 | $5,288,636 | $5,286,386 | $2,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,069,083 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $895,718 | TotalRevenueColumnAmt |
| Exclusion | $895,718 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,000 | TotalRevenueColumnAmt |
| Exclusion | $5,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,969,801 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,066,833 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,250 | UnrelatedBusinessRevenueAmt |
| Exclusion | $900,718 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,000,974 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,169,823 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,417 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,001 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,677 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,669,532 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,183 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,922,208 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,682 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,286,679 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,555 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,240 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $687,225 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $955,713 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $755,022 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,776,180 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,469 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,242 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| EXCISE TAX | $380,981 |
| BOARD & COMMITTEES | $274,110 |
| PERSONNEL RECRUITMENT | $245,323 |
| DUES & SUBSCRIPTIONS | $163,234 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,917 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,960,387 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,920,002 | BOYAmt |
| EOY | $7,328,513 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,609,005 | BOYAmt |
| EOY | $19,967,963 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $845,794 | BOYAmt |
| EOY | $584,308 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,083 | BOYAmt |
| EOY | $540,884 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,087,397 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,625,028 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,743,895 | BOYAmt |
| EOY | $1,462,369 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,605,269 | BOYAmt |
| EOY | $5,025,021 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,149,048 | BOYAmt |
| EOY | $34,909,058 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,906,441 | BOYAmt |
| EOY | $5,470,650 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,661,889 | BOYAmt |
| EOY | $11,303,147 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,666,657 | BOYAmt |
| EOY | $7,102,828 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,234,987 | BOYAmt |
| EOY | $23,876,625 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,914,061 | BOYAmt |
| EOY | $11,032,433 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,914,061 | BOYAmt |
| EOY | $11,032,433 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,149,048 | BOYAmt |
| EOY | $34,909,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,009,414 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $108,958 | 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 C IRS990ScheduleC
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MFA PAC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 PENNSYLVANIA AVENUE NW SUITE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521945249 | EIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $21,780,447 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $4,328,544 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$2,104,718 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $2,223,826 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $7,809,739 | AggregateReportedDuesNtcAmt |
| Carried Over | -$5,585,913 | CarriedOverAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-C, LINE 5: | FormAndLineReferenceDesc |
| Explanation | MFA-PAC IS A SEPARATE SEGREGATED FUND ESTABLISHED UNDER, AND IN ACCORDANCE WITH, FEDERAL ELECTION LAW. MFA-PAC FUNDS ARE USED FOR POLITICAL PURPOSES TO SUPPORT INCUMBENT FEDERAL CONGRESSIONAL CANDIDATES OF BOTH NATIONAL PARTIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,631,726 | OtherCostOrOtherBasisAmt |
| Depreciation | $531,274 | DepreciationAmt |
| Book Value | $1,100,452 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $526,928 | OtherCostOrOtherBasisAmt |
| Depreciation | $417,782 | DepreciationAmt |
| Book Value | $109,146 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $928,743 | OtherCostOrOtherBasisAmt |
| Depreciation | $675,972 | DepreciationAmt |
| Book Value | $252,771 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,462,369 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $212,808 |
| ROU ASSET | $4,811,887 |
| DUE FROM AFFILIATE | $326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,025,021 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $7,102,828 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,102,828 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,078,759 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $108,958 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $108,958 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,969,801 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,969,801 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,960,387 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,960,387 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,960,387 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MFA IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. MFA'S PRIMARY UNRELATED BUSINESS ACTIVITY CONSISTS OF ADVERTISING REVENUE. THERE WAS NO SIGNIFICANT UNRELATED BUSINESS INCOME. MFA HAS FILED AN EXEMPT ORGANIZATION UNRELATED BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Offices | 2 | OfficesCnt |
| Employee | 7 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICE ACTIVITIES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | INT'L LEGISLATIVE, REGULATORY, & RESEARCH SERVICES | SpecificServicesProvidedTxt |
| Region Total Expenditures | $1,459,159 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 7 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Subtotal Spent | $1,459,159 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,459,159 | 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 | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRYAN CORBETT | ||||||||||||||
| PRESIDENT & CEO | $988,697 | $0 | $1,680,000 | $0 | $4,002 | $0 | $12,200 | $0 | $42,868 | $0 | $2,727,767 | $0 | $0 | $0 |
| JILLIEN FLORES | ||||||||||||||
| EVP, HEAD OF US GOVERNMENT AFFAIRS | $499,666 | $0 | $210,000 | $0 | $509 | $0 | $12,200 | $0 | $42,107 | $0 | $764,482 | $0 | $0 | $0 |
| JENNIFER HAN | ||||||||||||||
| EVP, CHIEF COUNSEL, HEAD REG AFFAIRS | $459,733 | $0 | $240,000 | $0 | $912 | $0 | $12,200 | $0 | $49,181 | $0 | $762,026 | $0 | $0 | $0 |
| PETER DONOVAN | ||||||||||||||
| EVP & MD, COO | $497,244 | $0 | $155,000 | $0 | $8,916 | $0 | $12,200 | $0 | $42,981 | $0 | $716,341 | $0 | $0 | $0 |
| NOAH THERAN | ||||||||||||||
| GLOBAL HEAD OF COMMUNICATIONS | $361,883 | $0 | $125,000 | $0 | $477 | $0 | $12,200 | $0 | $50,276 | $0 | $549,836 | $0 | $0 | $0 |
| BROOKE HARLOW | ||||||||||||||
| CHIEF COMMERICAL OFFICER (THRU 12/22 | $412,953 | $0 | $0 | $0 | $1,248 | $0 | $12,200 | $0 | $4,727 | $0 | $431,128 | $0 | $0 | $0 |
| NORA RICHARDSON | ||||||||||||||
| VICE PRESIDENT, MEMBERSHIP SERVICES | $255,524 | $0 | $132,500 | $0 | $233 | $0 | $12,200 | $0 | $13,528 | $0 | $413,985 | $0 | $0 | $0 |
| MATTHEW DAIGLER | ||||||||||||||
| VP, SR. COUNSEL, REGULATORY AFFAIRS | $239,555 | $0 | $73,000 | $0 | $989 | $0 | $12,153 | $0 | $996 | $0 | $326,693 | $0 | $0 | $0 |
| RYAN HEDGEPETH | ||||||||||||||
| DIRECTOR, GOVERNMENT RELATIONS | $256,659 | $0 | $49,000 | $0 | $583 | $0 | $12,200 | $0 | $1,838 | $0 | $320,280 | $0 | $0 | $0 |
| AMY D'ANNUNZIO | ||||||||||||||
| MANAGING DRTCR, CONFERENCE & EVENTS | $210,458 | $0 | $83,500 | $0 | $216 | $0 | $11,840 | $0 | $14,229 | $0 | $320,243 | $0 | $0 | $0 |
| ANDREW SACHER | ||||||||||||||
| DIRECTOR OF RESEARCH | $231,657 | $0 | $53,000 | $0 | $237 | $0 | $11,368 | $0 | $1,078 | $0 | $297,340 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | FIRST CLASS AIRFARE IS PERMITTED FOR INTERNATIONAL FLIGHTS OF SIX OR MORE HOURS FOR ALL EMPLOYEES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | MFA HAS A PROFESSIONAL EMPLOYER ORGANIZATION AGREEMENT WITH TRINET HR CORPORATION TO PROVIDE PERSONNEL, BENEFIT, AND ADMINISTRATIVE SERVICES FOR THE STAFF OF THE ORGANIZATION. MFA DOES NOT DIRECTLY EMPLOY ITS PERSONNEL; ALL SUCH SERVICES ARE PROVIDED THROUGH THE TRINET CONTRACT. TOTAL CASH PAYMENTS TO TRINET FOR THE SALARY, BENEFITS AND ADMINISTRATIVE SERVICES RENDERED FOR THE YEAR ENDED SEPTEMBER 30, 2023, EQUALED $12,306,252. |
| FORM 990, PART VI, SECTION A, LINE 6 | MFA OFFERS FIVE MEMBERSHIP CATEGORIES: FOUNDERS COUNCIL, STRATEGIC PARTNER, SUSTAINING, CAPITAL, AND BASIC. FOUNDERS COUNCIL IS COMPRISED OF PREDOMINANTLY LARGE SINGLE-MANAGER HEDGE FUNDS AND STRATEGIC PARTNER IS EXCLUSIVE TO LEADING COUNTERPARTIES AND SERVICE PROVIDERS. ALL OTHER LEVELS CONSIST OF BOTH FUND MANAGERS AND SERVICE PROVIDERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS ELECTS AND APPOINTS THE INCOMING BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | LEADERSHIP COMMITTEES, INCLUDING THE EXECUTIVE COMMITTEE AND THE AUDIT AND FINANCE COMMITTEE, CAN ACT ON BEHALF OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED 990 IS REVIEWED BY BRYAN CORBETT, PRESIDENT & CEO, BRICE HADDEN, VICE PRESIDENT, ACCOUNTING AND FINANCE, NATALIE DEAK JAROS, SECRETARY & TREASURER, AND PETER DONOVAN, EVP & MANAGING DIRECTOR, COO, AS WELL AS THE AUDIT AND FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS PART OF OUR EMPLOYEE MANUAL AND THE FORMS ARE SIGNED BY THE DIRECTORS AND EMPLOYEES ANNUALLY. THE CONFLICT OF INTEREST POLICY IS PART OF THE SEPTEMBER BOARD MEETING AGENDA, IN WHICH THE BOARD DISCUSSES THE POLICY AND MECHANISMS FOR ENFORCEMENT OF THE POLICY. IN ADDITION, THE CHAIRS OF EACH SUBSTANTIVE COMMITTEE ARE REQUIRED TO SIGN THE POLICY ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE CEO AND OTHER OFFICERS IS REVIEWED BY THE EXECUTIVE COMMITTEE. COMPENSATION OF OTHER STAFF IS REVIEWED BY THE DEPARTMENT HEADS AND THE CEO AND COO. BOTH REVIEWS USE COMPARABILITY DATA FROM THIRD PARTY SURVEYS AND OTHER PEER ASSOCIATION 990S. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THEIR GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| MANAGED FUNDS ASSOCIATION PAC | ||||||||||
| 1301 PENNSYLVANIA AVE NW SUITE 350 | WASHINGTON | DC | 20004 | 521945249 | POLITICAL ACTIVITY | DC | 527 | MFA | 0 | |
| CENTER FOR ALTERNATIVE INVESTMENT EDUCATION | ||||||||||
| 1301 PENNSYLVANIA AVE NW SUITE 350 | WASHINGTON | DC | 20004 | 473467663 | RESEARCH & EDUCATION | DC | 501C(3) | MFA | 0 | LINE 7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |