2017-08-15T12:55:14-07:00 2016-09-30 990 2015-10-01 530233247 INSTITUTE FOR DEFENSE ANALYSES INST 7038452059 4850 Mark Center Drive Alexandria VA 22311 Dean Graves Treasurer 7038452079 2017-08-15 2015 2021-01-29 14:40:06Z C Dean Graves 4850 Mark Center Drive Alexandria VA 22311 264645535 0 X www.ida.org X 1956 DE Applied Research. IDA provides independent and objective scientific and technological expertise to assist national security decision-makers address urgent and challenging issues. 15 14 1445 0 0 0 0 0 223990601 230934453 -8154354 12369628 9415 2563 215845662 243306644 0 0 0 0 163072108 170896102 0 0 0 57329429 60322746 220401537 231218848 -4555875 12087796 316448167 331379808 141194183 144038028 175253984 187341780 Applied Research. The Institute for Defense Analyses provides independent and objective scientific and technological expertise to assist national security decision-makers address urgent and challenging issues. 0 0 212621927 0 230934453 IDA conducts Research and Development activities for the Department of Defense and other federal departments and agencies. The IDA Systems and Analyses Center assists the Office of the Secretary of Defense, the Joint Staff, the Combatant Commands and Defense Agencies; the IDA Center for Communications and Computing assists the National Security Agency; the Science and Technology Policy Institute provides analytic support for the National Science Foundation and the Office of Science and Technology Policy in the Executive Office of the President. 0 0 0 212621927 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 210 0 1 1445 1 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Jacqueline Powell 7038452458 4850 Mark Center Drive Alexandria VA 223111882 Suzanne H Woolsey Trustee/Emeritus 4 X 11250 0 0 C S Abbot Trustee, Chair Audit Committee 4 X 0 0 17500 Norton Schwartz Trustee 2 X 13750 0 0 Carlton W Fulford Chairman, Board of Trustees 4 X 43250 0 0 Edward R Jayne Trustees 3 X 6500 0 18000 Martha A Krebs Trustee 3 X 16500 0 0 Jill P Mesirov Trustee 2 X 14750 0 0 William H Press Trustee 3 X 19750 0 0 Ann Karagozian Trustee 2 X 14500 0 0 Tom Ridge Trustee 2 X 11000 0 0 Steven E Koonin Trustee 2 X 15500 0 0 Edwin Dorn Trustee 3 X 0 0 17000 Preston Geren III Trustee 2 X 0 0 16750 Deborah McWhinney Trustee 2 X 10500 0 4500 David Chu President/Trustee 40 X 541796 0 53000 Ruth L Greenstein Vice President 40 X 404372 0 72869 Philip L Major Vice President 40 X 381634 0 72869 C Dean Graves Treasurer 40 X 223305 0 57703 Francis Sullivan Division Director 40 X 330007 0 56019 Robert Soule Division Director 40 X 293728 0 63764 Michael Dominguez Division Director 40 X 261563 0 43408 David Saltman Division Director 40 X 287388 0 66414 Joe P Buhler Division Director 40 X 301474 0 75487 Don Coppersmith Research Staff 40 X 251273 0 29150 Edward Donnelly Reseach Staff 40 X 247200 0 19869 Stephen Boyack Research Staff 40 X 243053 0 37819 3944043 0 722121 16 0 1 0 Davis Construction 12530 Parklawn Drive Rockville MD 20852 Construction Services 2118711 Booz Allen Hamilton 8283 Greensboro Drive McLean VA 22102 Technical Services 1757355 BNBuilders 2601 4th Avenue Seattle WA 98121 Construction Services 1703448 EMC Corporation 8444 Westpark Drive McLean VA 22102 Technical Services 1144855 Concrete Protection 2811 Lord Baltimore Drive Baltimore MD 21244 Construction Services 894785 0 230934453 230934453 0 0 230934453 12862990 0 0 12862990 0 0 0 0 0 0 0 0 0 0 20843919 1610 21307547 31344 -463628 -29734 -493362 -493362 0 0 2563 2563 0 0 2563 243306644 230443654 0 12862990 1267418 0 1267418 0 128212605 122179267 6033338 0 12715660 12148968 566692 0 19763270 18429903 1333367 0 8937149 8423632 513517 0 0 0 0 0 74083 27323 46760 0 347360 0 347360 0 0 0 0 0 80243 0 80243 0 10718421 10563345 155076 0 190245 138192 52053 0 2264283 2086109 178174 0 13790315 12537294 1253021 0 0 0 0 0 9259074 8936345 322729 0 7723414 7597101 126313 0 0 0 0 0 1376079 1259758 116321 0 2415204 0 2415204 0 0 0 0 0 8719536 5569259 3150277 0 558202 0 558202 0 Consultants/Professional Services 2524291 2469435 54856 0 Recruiting 159657 133657 26000 0 Misc. Other 122339 122339 0 0 231218848 212621927 18596921 0 23628056 24242387 19237857 16646575 12518989 12530526 171679416 68779111 94134128 102900305 163815190 175060015 3113947 316448167 331379808 14013349 11150616 99235000 88472500 15000000 27945834 29414912 141194183 144038028 X 0 0 0 0 175253984 187341780 175253984 187341780 316448167 331379808 12087796 0 0 0 0 0 X 1 1 1 1 1 X 221562831 219412011 218716453 223990601 230934453 1114616349 221562831 219412011 218716453 223990601 230934453 1114616349 1114616349 3893477 4252123 4667289 4584350 4138771 21536010 1136152359 0.98104 0.98083 X 0 37028954 37028954 0 104596994 44993613 59603381 0 0 0 0 0 30053468 23785498 6267970 0 0 0 0 102900305 0 Accrued Paid Time Off 10337126 Accrued Pension and Postretirement Costs 4290133 Accrued Postretirement Medical Benefit Costs 3353226 Interest Rate Swap Agreement 12450057 Unamortized debt issuance costs -1015630 29414912 243306644 0 0 0 0 0 243306644 0 0 0 243306644 231218848 0 0 0 0 0 231218848 0 0 0 231218848 0 0 0 0 0 0 0 0 0 David Chu President/Trustee 461796 0 80000 0 0 0 53000 0 0 0 594796 0 Ruth L Greenstein Vice President 362372 0 42000 0 0 0 53000 0 19869 0 477241 0 0 0 Philip L Major Vice President 341634 0 40000 0 0 0 53000 0 19869 0 454503 0 0 0 Francis Sullivan Division Director 310007 0 20000 0 0 0 46375 0 9644 0 386026 0 0 0 Joe P Buhler Division Director 284474 0 17000 0 0 0 46375 0 29112 0 376961 0 0 0 Robert Soule Division Director 270728 0 23000 0 0 0 43725 0 20039 0 357492 0 0 0 David Saltman Division Director 279388 0 8000 0 0 0 46375 0 20039 0 353802 0 0 Michael Dominguez Division Director 250563 0 11000 0 0 0 43408 0 0 0 304971 0 0 0 Don Coppersmith Research Staff 246273 0 5000 0 0 0 29150 0 19869 0 300292 0 0 0 Stephen Boyack Research Staff 238553 0 4500 0 0 0 28175 0 9644 0 280872 0 0 Edward Donnelly Reseach Staff 247200 0 0 0 0 0 0 0 0 0 247200 0 0 0 C Dean Graves Treasurer 207305 0 15000 0 0 0 37659 0 20044 0 280008 0 0 0 A Industrial Development Authority of the City of Alexandria 521381432 2015-10-07 69935000 Refund prior issues 06/29/2000, 7/28/2005, 03/01/2006 0 0 0 B ABAG Finance Authority for Nonprofit Corporations 943130123 2015-12-02 11945000 Refund a prior issue 09/13/2005 0 0 0 C California Statewide Communities Dev Authority 680164610 2016-01-06 2920000 Refund a prior issue 06/01/2000 0 0 0 D New Jersey Educational Facilities Authority 221829511 2015-11-04 9400500 Refund a prior issue 11/04/2015 0 0 0 A 0 0 69935000 0 0 0 0 0 0 69935000 0 2015 1 0 1 1 B 0 0 11945000 0 0 0 0 0 0 0 11945000 0 2015 1 0 1 1 C 0 0 2920000 0 0 0 0 0 0 0 2920000 0 2016 1 0 1 1 D 0 0 9400500 0 0 0 0 0 0 0 9400500 0 2015 1 0 1 1 A 0 0 0 0 0.0228 0 0.0228 1 0 1 B 0 0 0 0 0 0 0 1 0 1 C 0 0 0 0 0 1 0 1 D 0 0 0 0 0 1 0 1 A 0 0 0 1 1 1 Goldman Sachs Morgan Stanley 30 0 0 0 0 1 B 0 0 0 1 1 1 Goldman Sachs 30 0 0 0 0 1 C 0 0 0 1 1 0 0 0 1 D 0 0 0 1 1 0 0 0 1 A 1 B 1 C 1 D 1 Schedule K, Part IV, Line 2c-10/07/2015 69,935,000 Industrial Development Authority of the City of A date of rebate computation 01/20/2017 Schedule K, Part IV, Line 2c-12/02/2015 11,945,000 ABAG Finance Authority for Nonprofit Corporations date of rebate computation 01/20/2017 Schedule K, Part IV, Line 2c-01/06/2016 2,920,000 California Statewide Communities Dev Authority date of rebate calculation 01/20/2017 Schedule K, Part IV, Line 2c-11/04/2015 9,400,500 New Jersey Educational Facilities Authority date of rebate computation 01/20/2017 Form 990, Part VI, Section B, Line 11b The 990 is reviewed by the Treasurer, The Vice President, Management then a draft copy is sent to the Board of Trustees prior to submission Form 990, Part VI, Section B, Line 12c IDA has a corporate wide conflict of interest policy. All officers, directors and trustees are required to provide annual conflict of interest disclosure information that is reviewed for potential conflict of interest. All staff are prescreened for potential conflicts before being assigned to individual research efforts. Annual training is required of all employees. Form 990, Part VI, Section B, Line 15 The process for determining compensation for the CEO and other top management officials included an evaluation using third party compiled survey data covering comparable positions. The process was conducted by internal compensation staff members for the positions of President, Vice Presidents, Center Director and Division Director. Yes, an independent third party who specializes in compensation analysis was retained to conduct a review using comparable data of similar organizations. It conducted a confidential survey of Board Director total direct compensation for 16 comparable organizations. The analysis compared compensation on a relative basis with statistics reported for the 25th, 50th and 75th percentiles and the overall average. The compensation data were not aged. The firm analyzed the information and prepared a summary report of the results which was reviewed by Management and the Governing body. Form 990, Part VI, Section C, Line 19 Governing documents, conflict of interest policies and financial statements are available upon request.