2015-08-12T10:12:06-07:00 2014-09-30 990 2013-10-01 530233247 INSTITUTE FOR DEFENSE ANALYSES INST 7038452059 4850 Mark Center Drive Alexandria VA 22311 Dean Graves Treasurer 7038452079 2015-08-12 2013 2016-02-25 16:41:14Z C Dean Graves 4850 Mark Center Drive Alexandria VA 22311 238377189 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. 14 13 1461 0 0 0 0 0 219412011 218716452 16876931 12105147 2738 101398 236291680 230922997 0 0 0 0 164591916 164504880 0 0 0 52996490 54283667 217588406 218788547 18703274 12134450 309072864 320612713 141397455 140802854 167675409 179809859 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 203816015 0 218716453 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 203816015 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 1 280 0 1 1461 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 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 4.00 0 X 30000 0 0 C S Abbot Trustee, Chair Audit Committee 4.00 0 X 4500 0 17500 R Keith Elliott Trustee 2 0 X 10500 0 0 Carlton W Fulford Trustee 4.00 0 X 14750 0 0 Edward R Jayne Chair, Board of Trustees 3.00 0 X 4500 0 17500 Martha A Krebs Trustee 3.00 0 X 19500 0 0 Jill P Mesirov Trustee 2 0 X 14000 0 0 William H Press Trustee 3.00 0 X 17000 0 0 Ann Karagozian Trustee 2 0 X 13000 0 0 Tom Ridge Trustee 2 0 X 11000 0 0 Steven E Koonin Trustee 2 0 X 4000 0 0 Edwin Dorn Trustee 3.00 0 X 0 0 17000 Preston Geren III Trustee 2 0 X 0 0 15000 Deborah McWhinney Trustee 2 0 X 0 0 14500 David Chu President/Trustee 40 0 X 496688 0 51000 Ruth L Greenstein Vice President 40 0 X 386116 0 70896 Philip L Major Vice President 40 0 X 356476 0 71067 C Dean Graves Treasurer 40 0 X 209811 0 53240 Francis Sullivan Division Director 40 0 X 320589 0 58120 Robert Soule Division Director 40 0 X 284056 0 72809 Michael Dominguez Division Director 40 0 X 242697 0 40752 David Saltman Division Director 40 0 X 268770 0 66267 Joe P Buhler Division Director 40 0 X 281599 0 66679 Don Coppersmith Research Staff 40 0 X 246119 0 47946 Marshall Buck Research Staff 40 0 X 245297 0 47946 Stephen Boyack Research Staff 40 0 X 237355 0 37575 3718323 0 765797 14 0 1 0 Pitney Bowes PO Box 856390 Louisville KY 40285 Office Services 631519 Noblis Inc 3150 Fairview Park Drive South Falls Church VA 22042 Technical Services Consultant 540890 Mister Kleen 7302 Beulah Street Alexandria VA 22311 Cleaning Services 495786 PricewaterhouseCoopers 2001 Market Street Philadelpha PA 19103 Auditors 431754 Corporate Chefs 22 Parkridge Road Haverhill MA 01835 Catering 277556 17 0 0 0 0 0 0 0 0 218716452 218716452 0 0 218716452 10939539 0 0 10939539 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8615882 3918 7395048 59144 1220834 -55226 1165608 1165608 0 0 0 101398 101398 0 0 101398 230922997 219983458 0 10939539 1219459 0 1219459 0 0 0 123455147 118572646 4882501 12630094 12072863 557231 18477982 17329913 1148069 8722198 8262914 459284 25996 191 25805 52194 0 52194 346530 0 346530 0 0 0 120318 0 120318 10494655 9909090 585565 153451 137545 15906 7826050 7006959 819091 8456536 7622179 834357 0 0 0 7486366 7217694 268672 7437895 7340198 97697 0 0 0 1200176 1121613 78563 1835920 0 1835920 0 0 0 5523258 5270969 252289 759645 0 759645 Consultants/Professional Services 1982396 1947900 34496 0 Recruiting 74000 2534 71466 Miscellaneous 508281 807 507474 218788547 203816015 14972532 0 13426186 24404257 27830952 17465358 9828356 11152965 155879089 62076654 96582773 93802435 158049070 170605846 3355527 3181852 309072864 320612713 12149926 12646025 105600000 102480000 23647529 25676829 141397455 140802854 X 0 0 0 0 167675409 179809859 167675409 179809859 309072864 320612713 12134450 0 0 0 0 0 X 1 X 1 X 1 1 1 X 226826002 225853779 221562831 219412011 218716453 1112371076 226826002 225853779 221562831 219412011 218716453 1112371076 1112371076 3705593 4293244 3893477 4252123 4667289 20811726 1133182802 0.98163 0.98161 X 0 28513882 28513882 0 99203687 39426153 59777534 0 0 0 0 0 28161520 22650501 5511019 0 0 0 0 93802435 0 Accrued Paid Time Off 9343069 Accrued Pension and Postretirement Costs 3997535 Accrued Postretirement medical benefit costs 3325314 Interest rate swap agreements 9010911 25676829 218716453 0 0 0 0 0 218716453 12206544 0 12206544 230922997 218788547 0 0 0 0 0 218788547 0 0 0 218788547 X X 0 0 0 0 0 0 0 0 0 David Chu President/Trustee 436688 0 60000 0 0 0 51000 0 0 0 547688 0 0 0 Ruth L Greenstein Vice President 346116 0 40000 0 0 0 51000 0 19896 0 457012 0 0 Philip L Major Vice President 316476 0 40000 0 0 0 51000 0 20067 0 427543 0 0 0 Francis Sullivan Division Director 299589 0 21000 0 0 0 48213 0 9908 0 378710 0 0 0 Robert Soule Division Director 261556 0 22500 0 0 0 43644 0 29164 0 356864 0 0 0 Joe P Buhler Division Director 266599 0 15000 0 9 0 46612 0 20067 0 348287 0 0 David Saltman Division Director 262770 0 6000 0 0 0 46201 0 20067 0 335038 0 0 0 Don Coppersmith Research Staff 246119 0 0 0 0 0 28050 0 19896 0 294065 0 0 0 Marshall Buck Research Staff 245297 0 0 0 0 0 28050 0 19896 0 293243 0 0 0 Stephen Boyack Research Staff 237355 0 0 0 0 0 27566 0 10008 0 274929 0 0 0 Michael Dominguez Division Director 234697 0 8000 0 0 0 40752 0 0 0 283449 0 0 0 C Dean Graves Treasurer 199811 0 10000 0 0 0 35913 0 17327 0 263051 0 0 0 A Industrial Development Authority of the City of Alexandria 521381432 015312DE8 2006-03-01 14875000 Acquisition of Land 0 0 0 B ABAG Finance Authority for Nonprofit Corporations 943130123 00037CGR5 2005-09-01 11945000 Building Construction 0 0 0 A 0 0 14875000 1487500 0 0 388925 0 0 12998575 0 0 0 0 1 1 B 0 0 11945000 1194594 0 0 274155 0 0 10476345 0 0 2006 0 0 1 1 A 0 0 0 0 0 0 1 0 1 B 0 0 0 0 0 0 0 1 0 1 A 0 1 0 0 1 0 0 0 1 B 0 1 0 0 1 1 Goldman Sachs 30 0 0 0 0 1 Schedule K, Part I, Column b-09/01/2005 11,945,000 ABAG Finance Authority for Nonprofit Corporations Rebate Computation date for Bond A 10/28/13 Rebate Computation date for Bond B 10/22/13 Form 990, Part VI, Section B, Line 11b The 990 is reviewed by the Treasurer, the Vice President, Finance and Administration 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. This 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. The IRS approved our Form 8868, Application for Extension of Time to File, on June 15, 2015. The notice number was CP211A. Our new due date is August 15, 2015