MANAGED FUNDS ASSOCIATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MANAGED FUNDS ASSOCIATION (EIN 77-0277826)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-04
- IRS object ID
- 202212169349300816
- Schema version
- 2020v4.2
- 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 | 2022-08-04T09:26:24-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | 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 | 1250 H STREET SUITE 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | 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 NO 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 | 2022-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | DONOVAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH W HELLER | PreparerPersonNm |
| PTIN | P00397829 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Preparation | 2022-07-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | BRYAN CORBETT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 PENNSYLVANIA AVE NW NO 350 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,179,776 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.MANAGEDFUNDS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE MANAGED FUNDS ASSOCIATION (MFA) REPRESENTS THE GLOBAL ALTERNATIVE INVESTMENT INDUSTRY AND ITS INVESTORS BY ADVOCATING FOR SOUND INDUSTRY PRACTICES AND PUBLIC POLICIES THAT FOSTER EFFICIENT, TRANSPARENT, AND FAIR CAPITAL MARKETS. MFA, BASED IN WASHINGTON, DC, IS AN ADVOCACY, EDUCATION, AND COMMUNICATIONS ORGANIZATION ESTABLISHED TO ENABLE HEDGE FUND AND MANAGED FUTURES FIRMS IN THE ALTERNATIVE INVESTMENT INDUSTRY TO PARTICIPATE IN PUBLIC POLICY DISCOURSE, SHARE BEST PRACTICES AND LEARN FROM PEERS, AND COMMUNICATE THE INDUSTRY'S CONTRIBUTIONS TO THE GLOBAL ECONOMY. MFA MEMBERS HELP PENSION PLANS, UNIVERSITY ENDOWMENTS, CHARITABLE ORGANIZATIONS, QUALIFIED INDIVIDUALS AND OTHER INSTITUTIONAL INVESTORS TO DIVERSIFY THEIR INVESTMENTS, MANAGE RISK, AND GENERATE ATTRACTIVE RETURNS. MFA HAS CULTIVATED A GLOBAL MEMBERSHIP AND ACTIVELY ENGAGES WITH REGULATORS AND POLICY MAKERS IN ASIA, EUROPE, NORTH AND SOUTH AMERICA, AND ALL OTHER REGIONS WHERE MFA MEMBERS ARE MARKET PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | $25,300 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,466,352 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,146,141 | CYProgramServiceRevenueAmt |
| PY Investment Income | $227,522 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,642 | CYInvestmentIncomeAmt |
| PY Other Revenue | $210,873 | PYOtherRevenueAmt |
| CY Other Revenue | $7,993 | CYOtherRevenueAmt |
| PY Total Revenue | $19,904,747 | PYTotalRevenueAmt |
| CY Total Revenue | $21,179,776 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,539,198 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,233,261 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,286,511 | PYOtherExpensesAmt |
| CY Other Expenses | $10,345,483 | CYOtherExpensesAmt |
| PY Total Expenses | $20,825,709 | PYTotalExpensesAmt |
| CY Total Expenses | $21,578,744 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$920,962 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$398,968 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,162,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,735,968 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,869,182 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,863,025 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,293,662 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,872,943 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MANAGED FUNDS ASSOCIATION (MFA) REPRESENTS THE GLOBAL ALTERNATIVE INVESTMENT INDUSTRY AND ITS INVESTORS BY ADVOCATING FOR SOUND INDUSTRY PRACTICES AND PUBLIC POLICIES THAT FOSTER EFFICIENT, TRANSPARENT, AND FAIR CAPITAL MARKETS. MFA, BASED IN WASHINGTON, DC, IS AN ADVOCACY, EDUCATION, AND COMMUNICATIONS ORGANIZATION ESTABLISHED TO ENABLE HEDGE FUND AND MANAGED FUTURES FIRMS IN THE ALTERNATIVE INVESTMENT INDUSTRY TO PARTICIPATE IN PUBLIC POLICY DISCOURSE, SHARE BEST PRACTICES AND LEARN FROM PEERS, AND COMMUNICATE THE INDUSTRY'S CONTRIBUTIONS TO THE GLOBAL ECONOMY. MFA MEMBERS HELP PENSION PLANS, UNIVERSITY ENDOWMENTS, CHARITABLE ORGANIZATIONS, QUALIFIED INDIVIDUALS AND OTHER INSTITUTIONAL INVESTORS TO DIVERSIFY THEIR INVESTMENTS, MANAGE RISK, AND GENERATE ATTRACTIVE RETURNS. MFA HAS CULTIVATED A GLOBAL MEMBERSHIP AND ACTIVELY ENGAGES WITH REGULATORS AND POLICY MAKERS IN ASIA, EUROPE, NORTH AND SOUTH AMERICA, AND ALL OTHER REGIONS WHERE MFA MEMBERS ARE MARKET PARTICIPANTS. | 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 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 INVESTMENTS 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 |
| 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 | 0 | 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 | 56 | 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | 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 NO 350 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JONATHAN HITCHON | |||||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NATALIE BIRRELL | |||||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOE WIGGINS | |||||||||
| SECRETARY & TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID ANGSTREICH | |||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DARCY BRADBURY | |||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HARSHAL CHAUDHARI | |||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER CHERECWICH | |||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSANNE CLARK | |||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THIJS COENEN | |||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SALLY DORNAUS | |||||||||
| 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 F FAGAN | |||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCUS FRAMPTON | |||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDY GENSER | |||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK GEORGE | |||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JODY GUNDERSON | |||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NATALIE HORTON | |||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDERIC LEIF | |||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EDOUARD MATITIA-COHEN | |||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EAMON MCCOOEY | |||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE MEYER | |||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CEDRIC PAUWELS | |||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ADAM PRESTANDREA | |||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY RAU | |||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GIL RAVIV | |||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NATHAN ROMANO | |||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM ROWEN | |||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KIM ROZMAN | |||||||||
| 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 | |||
| DANIEL F SPIES | |||||||||
| APPOINTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEDE W WELLES | |||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KIRK WICKMAN | |||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ZIRIN | |||||||||
| ELECTED DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRYAN CORBETT | |||||||||
| PRESIDENT & CEO | 40.00 | 0.00 | Yes (X) | $940,390 | $0 | $32,823 | |||
| BROOKE HARLOW | |||||||||
| EVP & MD, CHIEF COMMERCIAL OFFICER | 39.90 | 0.10 | Yes (X) | $740,943 | $0 | $14,110 | |||
| MARK EPLEY | |||||||||
| EVP & MD, GNRL COUNSL (THRU 2/21) | 40.00 | 0.00 | Yes (X) | $659,997 | $0 | $13,256 | |||
| PETER DONOVAN | |||||||||
| EVP & MD, COO | 40.00 | 0.00 | Yes (X) | $624,529 | $0 | $37,485 | |||
| MICHAEL PEDRONI | |||||||||
| EVP & MD, INTERNATIONAL AFFAIRS | 40.00 | 0.00 | Yes (X) | $515,503 | $0 | $42,087 | |||
| LOUIS COSTANTINO | |||||||||
| EVP & MD, GOV RLTNS (THRU 2/21) | 40.00 | 0.00 | Yes (X) | $495,990 | $0 | $11,400 | |||
| ANDREW LOWENTHAL | |||||||||
| EVP & MD, HEAD OF GLOBAL POLICY | 40.00 | 0.00 | Yes (X) | $50,477 | $0 | $1,659 | |||
| NOAH THERAN | |||||||||
| EVP & MD, HEAD OF GLOBAL COMM | 40.00 | 0.00 | Yes (X) | $276,313 | $0 | $22,357 | |||
| BENJAMIN ALLENSWORTH | |||||||||
| ASSOCIATE GENERAL COUNSEL | 40.00 | 0.00 | $459,360 | $0 | $34,612 | Yes (X) | |||
| CARLOTTA KING | |||||||||
| ASSOCIATE GENERAL COUNSEL | 40.00 | 0.00 | $275,968 | $0 | $9,775 | Yes (X) | |||
| JENNIFER HAN | |||||||||
| ASSOCIATE GENERAL COUNSEL | 40.00 | 0.00 | $458,432 | $0 | $37,485 | Yes (X) | |||
| MATTHEW NEWELL | |||||||||
| ASSOCIATE GENERAL COUNSEL | 39.90 | 0.10 | $292,340 | $0 | $17,407 | Yes (X) | |||
| AMY D'ANNUNZIO | |||||||||
| VP, CONFERENCE & EVENTS | 40.00 | 0.00 | $240,745 | $0 | $17,265 | Yes (X) | |||
| RICHARD BAKER TERM 22020 | |||||||||
| FORMER PRESIDENT & CEO | 0.00 | 0.00 | $940,770 | $0 | $11,400 | Yes (X) | |||
| ANTHONY COLEY TERM 22020 | |||||||||
| FORMER EVP & MD, COMM | 0.00 | 0.00 | $214,851 | $0 | $3,515 | Yes (X) | |||
| DAVID LANDERS TERM 6920 | |||||||||
| FORMER EVP & MD, GOV RELATIONS | 0.00 | 0.00 | $369,010 | $0 | $22,228 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,555,618 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $328,864 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 28 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|
| SIDLEY AUSTIN LLP | |||||||||
| WOOLGATE EXCHANGE 25 BASINGHALL STH | LONDON | UK | EC2V 5HA | DOMESTIC & INTERNATIONAL LEGAL SERVICES | $372,991 | ||||
| NARRATIVE STRATEGIES LLC | |||||||||
| COMMUNICATION SERVICES | $250,000 | 1401 H STREET NW STE 750 | WASHINGTON | DC | 20005 | ||||
| FIERCE GOVERNMENT RELATIONS | |||||||||
| DOMESTIC LEGISLATIVE & REGULATORY SERVIC | $192,500 | 1155 F STREET NW STE 950 | WASHINGTON | DC | 20004 | ||||
| ELMENDORF STRATEGIES | |||||||||
| DOMESTIC LEGISLATIVE & REGULATORY SERVIC | $180,000 | 1201 NEW YORK AVE NW STE 900 | WASHINGTON | DC | 20005 | ||||
| PRICEWATERHOUSECOOPERS | |||||||||
| DOMESTIC LEGISLATIVE & REGULATORY SERVIC | $150,000 | PO BOX 7247 | PHILADELPHIA | PA | 19170 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 624310 | $18,123,141 | $18,123,141 | |
| CONFERENCE REVENUE | 541800 | $3,023,000 | $2,997,700 | $25,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,146,141 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,642 | TotalRevenueColumnAmt |
| Exclusion | $25,642 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,993 | TotalRevenueColumnAmt |
| Exclusion | $7,993 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,993 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,179,776 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,120,841 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $25,300 | UnrelatedBusinessRevenueAmt |
| Exclusion | $33,635 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,276,971 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,106,157 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,694 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,898 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,541 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,137,582 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,172 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,541,809 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,315 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $826,816 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $636,950 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,919 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,277 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,217,843 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,044 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,084,799 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,764 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,711 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| EXCISE TAX | $231,697 |
| PERSONNEL RECRUITMENT | $127,898 |
| DUES & SUBSCRIPTIONS | $72,309 |
| BOARD & COMMITTEES | $36,119 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,459 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,578,744 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,917,686 | BOYAmt |
| EOY | $19,753,263 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,520,581 | BOYAmt |
| EOY | $3,248,830 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $642,416 | BOYAmt |
| EOY | $539,143 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,321 | BOYAmt |
| EOY | $414,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,372,607 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $949,634 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $597,840 | BOYAmt |
| EOY | $422,973 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $356,991 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,162,844 | BOYAmt |
| EOY | $24,735,968 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,612,494 | BOYAmt |
| EOY | $3,802,677 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,256,688 | BOYAmt |
| EOY | $10,059,388 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $960 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,869,182 | BOYAmt |
| EOY | $13,863,025 | 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 | $11,293,662 | BOYAmt |
| EOY | $10,872,943 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,293,662 | BOYAmt |
| EOY | $10,872,943 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,162,844 | BOYAmt |
| EOY | $24,735,968 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$398,968 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$21,751 | 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 | $18,123,142 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $5,832,693 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$1,209,296 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $4,623,397 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $4,906,288 | AggregateReportedDuesNtcAmt |
| Carried Over | -$282,891 | 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 | $423,606 | OtherCostOrOtherBasisAmt |
| Depreciation | $267,483 | DepreciationAmt |
| Book Value | $156,123 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $385,606 | OtherCostOrOtherBasisAmt |
| Depreciation | $268,259 | DepreciationAmt |
| Book Value | $117,347 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $563,395 | OtherCostOrOtherBasisAmt |
| Depreciation | $413,892 | DepreciationAmt |
| Book Value | $149,503 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $422,973 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFLIATE | Desc |
| Amt | $960 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $960 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,158,025 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$21,751 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$21,751 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,179,776 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,179,776 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,578,744 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,578,744 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,578,744 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS CONCLUDED THAT THERE ARE NO MATERIAL TAX POSITIONS REQUIRING RECOGNITION, MEASUREMENT OR DISCLOSURE ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES OF THE ORGANIZATION FOR THE YEARS ENDED SEPTEMBER 30, 2021 AND 2020. THE INCOME TAX RETURNS FOR THE TAX YEARS SEPTEMBER 30, 2018, AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 6 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICE ACTIVITIES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | INT'L LEGISLATIVE, REGULATORY, & RESEARCH SERVICES | SpecificServicesProvidedTxt |
| Region Total Expenditures | $684,941 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 6 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Subtotal Spent | $684,941 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $684,941 | 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) |
|---|---|---|
| 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 | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 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 | $938,300 | $0 | $0 | $0 | $2,090 | $0 | $11,400 | $0 | $26,887 | $0 | $978,677 | $0 | $0 | $0 |
| RICHARD BAKER TERM 22020 | ||||||||||||||
| FORMER PRESIDENT & CEO | $187,500 | $0 | $750,000 | $0 | $3,270 | $0 | $11,400 | $0 | $218 | $0 | $952,388 | $0 | $0 | $0 |
| BROOKE HARLOW | ||||||||||||||
| EVP & MD, CHIEF COMMERCIAL OFFICER | $401,090 | $0 | $336,750 | $0 | $3,103 | $0 | $11,400 | $0 | $5,394 | $0 | $757,737 | $0 | $0 | $0 |
| MARK EPLEY | ||||||||||||||
| EVP & MD, GNRL COUNSL (THRU 2/21) | $572,823 | $0 | $85,000 | $0 | $2,174 | $0 | $11,400 | $0 | $4,874 | $0 | $676,271 | $0 | $0 | $0 |
| PETER DONOVAN | ||||||||||||||
| EVP & MD, COO | $495,192 | $0 | $124,500 | $0 | $4,837 | $0 | $11,400 | $0 | $31,570 | $0 | $667,499 | $0 | $0 | $0 |
| MICHAEL PEDRONI | ||||||||||||||
| EVP & MD, INTERNATIONAL AFFAIRS | $358,411 | $0 | $155,750 | $0 | $1,342 | $0 | $11,400 | $0 | $36,243 | $0 | $563,146 | $0 | $0 | $0 |
| LOUIS COSTANTINO | ||||||||||||||
| EVP & MD, GOV RLTNS (THRU 2/21) | $390,155 | $0 | $102,250 | $0 | $3,585 | $0 | $11,400 | $0 | $4,607 | $0 | $511,997 | $0 | $0 | $0 |
| JENNIFER HAN | ||||||||||||||
| ASSOCIATE GENERAL COUNSEL | $318,364 | $0 | $137,748 | $0 | $2,320 | $0 | $11,400 | $0 | $35,967 | $0 | $505,799 | $0 | $0 | $0 |
| BENJAMIN ALLENSWORTH | ||||||||||||||
| ASSOCIATE GENERAL COUNSEL | $321,338 | $0 | $135,748 | $0 | $2,274 | $0 | $11,400 | $0 | $32,688 | $0 | $503,448 | $0 | $0 | $0 |
| DAVID LANDERS TERM 6920 | ||||||||||||||
| FORMER EVP & MD, GOV RELATIONS | $171,181 | $0 | $0 | $0 | $197,829 | $0 | $7,172 | $0 | $18,475 | $0 | $394,657 | $0 | $0 | $0 |
| MATTHEW NEWELL | ||||||||||||||
| ASSOCIATE GENERAL COUNSEL | $141,470 | $0 | $0 | $0 | $150,870 | $0 | $6,037 | $0 | $16,964 | $0 | $315,341 | $0 | $0 | $0 |
| NOAH THERAN | ||||||||||||||
| EVP & MD, HEAD OF GLOBAL COMM | $165,877 | $0 | $110,000 | $0 | $436 | $0 | $9,128 | $0 | $14,847 | $0 | $300,288 | $0 | $0 | $0 |
| CARLOTTA KING | ||||||||||||||
| ASSOCIATE GENERAL COUNSEL | $149,586 | $0 | $0 | $0 | $126,382 | $0 | $6,060 | $0 | $5,762 | $0 | $287,790 | $0 | $0 | $0 |
| AMY D'ANNUNZIO | ||||||||||||||
| VP, CONFERENCE & EVENTS | $162,232 | $0 | $78,000 | $0 | $513 | $0 | $9,243 | $0 | $8,541 | $0 | $258,529 | $0 | $0 | $0 |
| ANTHONY COLEY TERM 22020 | ||||||||||||||
| FORMER EVP & MD, COMM | $55,294 | $0 | $0 | $0 | $159,557 | $0 | $2,231 | $0 | $2,223 | $0 | $219,305 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | ANTHONY COLEY - $159,375 DAVID LANDERS - $195,500 CARLOTTA KING - $125,352 MATTHEW NEWELL - $150,422 | 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, 2021, EQUALED $10,651,835. |
| 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, KELLY RAU, 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. 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 |