2011-08-04T13:34:40-07:00 2010-09-30 990 2009-10-01 530233247 INSTITUTE FOR DEFENSE ANALYSES INST 7038452059 4850 Mark Center Drive Alexandria VA 22311 Dean Graves 7038452079 2011-08-04 2009 2016-02-24 21:20:13Z Dr David Chu 4850 Mark Center Drive Alexandria VA 22311 250645072 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. 16 14 1512 0 0 0 0 0 226619918 226826002 6172680 2644070 696830 678185 233489428 230148257 0 0 0 0 156201429 163756637 0 0 0 64682192 59270634 220883621 223027271 12605807 7120986 264545248 275646442 150544928 150084012 114000320 125562430 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 208684664 0 0 Science & Technology Research, General/Other: Studies & Analyses for Department of Defense. The IDA Studies 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 208684664 1 0 0 0 0 0 0 0 0 1 1 0 0 1 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 1 362 0 1 1512 1 0 0 0 0 0 0 0 0 0 0 0 16 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 C S Abbot 2 X 800 0 16500 Edwin Dorn 2 X 2500 0 16500 R Keith Elliott 2 X 14500 0 0 Carlton W Fulford 2 X 18200 0 0 Edward R Jayne 2 X 4570 0 16500 Martha A Krebs 2 X 16000 0 0 Jill P Mesirov 2 X 15000 0 0 John M Palms 3 X 18500 0 16500 William H Press 2 X 19000 0 0 Robert Prestel 2 X 11500 0 0 Gordon R Sullivan 2 X 9000 0 0 John P White 2 X 9500 0 0 Sheila E Widnall 2 X 11000 0 0 Suzanne H Woolsey 3 X 25500 0 0 Tom Ridge 2 X 11000 0 0 Pete Geren 2 X 0 0 0 Larry D Welch 40 X X 232271 0 32423 David Chu 40 X X 289421 0 11154 Charles Freeman 2 X 0 0 4875 Ruth L Greenstein 40 X 340813 0 51395 Philip L Major 40 X 298332 0 51298 C Dean Graves 40 X 179745 0 35837 Francis Sullivan 40 X 292565 0 41564 Robert Soule 40 X 247583 0 55921 Joe P Buhler 40 X 246543 0 51462 David Saltman 40 X 233349 0 53140 Edwin Stear 40 X 233116 0 0 Don Coppersmith 40 X 236198 0 44398 Marshall Buck 40 X 231272 0 46910 Daniel Heifetz 40 X 206685 0 44688 Robert Roberts 40 X 231493 0 34663 3685956 0 625728 14 1 1 0 PRTM Management 1750 Pennsylvania Avenue Washington DC 20006 Technical Services Consultant 2036902 Mantech Information 14280 Park Meadow Drive Chantilly VA 20152 Technical Services Consultant 1664687 KPMG 2001 M Street NW Washington DC 20036 Technical Services Consultant 1388111 Pitney Bowes PO Box 856390 Louisville KY 40285 Office Services 763824 Orion Enterprises PO Box 62 Fredericksburg VA 22404 Technical Services Consultant 508529 42 0 Science & Technology 541700 226826002 226826002 0 0 0 0 0 0 226826002 2777314 0 0 2777314 0 0 0 0 0 0 0 0 992423 0 351966 0 640457 0 640457 0 0 640457 20006346 5259 20136924 7925 -130578 -2666 -133244 0 0 -133244 Miscellaneous Income 541700 37728 0 0 37728 0 0 0 0 37728 230148257 226826002 0 3322255 1273715 0 1273715 0 124618517 120005160 4613357 0 11916012 11389386 526626 0 17112902 16170527 942375 0 8835491 8146135 689356 0 773122 729995 43127 0 3888 3797 91 0 185100 0 185100 0 0 0 0 0 92209 0 92209 0 11078798 10337142 741656 0 0 0 0 0 8081855 7078448 1003407 0 10191908 9217901 974007 0 0 0 0 0 8155237 8155237 0 0 10161931 10036715 125216 0 0 0 0 0 1246208 1121674 124534 0 2256490 5000 2251490 0 0 0 0 0 5684381 5422095 262286 0 952544 524251 428293 0 Consultant Professional Services 35567 0 35567 0 Recruiting 199162 182827 16335 0 Miscellaneous 172234 158374 13860 0 223027271 208684664 14342607 0 0 18005513 15809174 32001052 31649189 5795836 6689070 161433310 56899328 106730764 104533982 97961857 113088476 4050226 3876551 264545248 275646442 14130009 11657946 116975000 114290000 19439919 24136066 150544928 150084012 X 0 0 0 0 114000320 125562430 114000320 125562430 264545248 275646442 X 0 1 1 X 1 1 X 193848702 205317412 211333717 226619918 226826002 1063945751 193848702 205317412 211333717 226619918 226826002 1063945751 1063945751 3693405 4232366 4569961 4840422 3705593 21041747 1084987498 0.98061 0.97932 X Schedule A Part II Section A Line 3 Special computing equipment for use on classified projects is provided at no charge. 0 28513882 28513882 0 97300920 28655784 68645136 0 0 0 0 0 35618508 28243544 7374964 0 0 0 0 104533982 Bond Issuance Costs 3876551 3876551 Interest Rate Swap Agreement 10500820 Accrued Annual Leave 8545389 Accrued Post Retirement Benefits 2640900 Accrued Pension Costs 2448957 24136066 230148257 223027271 7120986 0 0 0 0 4086493 4086493 11207479 226826002 0 0 0 0 0 226826002 0 3322255 3322255 230148257 223027271 0 0 0 0 0 223027271 0 0 0 223027271 SchD_P10_S00_L00 Schedule D, Part X FIN 48 (regarding uncertain tax positions) is not applicable. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Market Value Adjustment on Investments 7,584,552. Interest Rate Swap Market Value Adjustment ($3,498,059). Total = $4,086,493 SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Investment Income $2,646,736. 10th Floor rental income $640,457. Loss on equipment ($2,666). Miscellaneous Income $37,728. Total = $3,322,255. X X 0 0 0 0 0 0 0 0 0 Ruth L Greenstein 305813 0 35000 0 0 0 35525 0 15870 0 392208 0 0 Philip L Major 263332 0 35000 0 0 0 35525 0 15773 0 349630 0 0 0 Francis Sullivan 277565 0 15000 0 0 0 35525 0 6039 0 334129 0 0 0 David Chu 260421 0 29000 0 0 0 11154 0 0 0 300575 0 0 0 Robert Soule 232583 0 15000 0 0 0 35525 0 20396 0 303504 0 0 0 Joe P Buhler 234543 0 12000 0 0 0 35525 0 15937 0 298005 0 0 0 Don Coppersmith 236198 0 0 0 0 0 26950 0 17448 0 280596 0 0 0 David Saltman 233349 0 0 0 0 0 35525 0 17615 0 286489 0 0 0 Edwin Stear 233116 0 0 0 0 0 0 0 0 0 233116 0 0 Larry D Welch 232271 0 0 0 0 0 31359 0 1064 0 264694 0 0 0 Robert Roberts 231493 0 0 0 0 0 34663 0 0 0 266156 0 0 0 Marshall Buck 231272 0 0 0 0 0 26950 0 19960 0 278182 0 0 0 Daniel Heifetz 206685 0 0 0 0 0 24397 0 20291 0 251373 0 0 C Dean Graves 169745 0 10000 0 0 0 20941 0 14896 0 215582 0 0 0 Industrial Development Authority of the City of Alexandria 521381432 015312DC2 2005-07-01 53925000 Advance Refunding of Series 2000A 0 0 Industrial Development Authority of the City of Alexandria 521381432 015312DE8 2006-03-01 14875000 Acquisition of Land 0 0 ABAG Finance Authority for Nonprofit Corporations 943130123 00037CGR5 2005-09-01 11945000 Building Construction 0 0 53925000 0 48345778 0 1160852 0 0 2005 0 1 1 1 14875000 1487500 0 0 388925 0 12998575 2006 0 0 1 1 11945000 1194500 0 0 274155 0 10476345 2006 0 0 1 1 0 0 1 0 1 0.0283 0 0.0283 1 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 1 0 1 1 Goldman Sachs Morgan Stanley 30 0 0 0 0 1 0 0 0 0 0 1 1 Goldman Sachs 30 1 Citigroup Finances Products Inc 5 1 0 0 F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 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 F990_P06_S0B_L12c 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 conflicts of interest. All staff are prescreened for potential conflicts before being assigned to individual research efforts. Annual training is required of all employees. F990_P06_S0B_L15 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. 15b. 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 from 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. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Governing documents, conflict of interest policies and financial statements are available upon request Our application for extension to file was approved on May 16, 2011. Our extended due date is August 15, 2011. The Notice Number is CP211A